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    Kalyani Steels Limited

    Pune-based Kalyani Group's alloy/special steel arm, running a 250,000 MT integrated plant in Karnataka.

    Capital Goods
    Industrials
    ₹926.05
    +9.05% from avg

    Overview

    Price

    ₹926.05

    Market Cap

    ₹3.9k Cr

    Sector

    Capital Goods

    Industrials

    Rank

    4

    Performance

    Financials

    Income Statement

    Financial Trajectories

    11
    Quarterly

    Balance Sheet

    Balance Sheet

    ₹ Cr · Annual
    Line itemFY20FY21FY22FY23FY24FY25FY26FY26
    LiabilitiesEquity Capital2222222222222222
    Reserves9421.1k1.3k1.5k1.7k1.9k1.9k2.1k
    Borrowings0168438506596438428475
    Other Liabilities400328551355297403424416
    Total Liabilities1.4k1.6k2.4k2.4k2.6k2.7k2.8k3.0k
    AssetsFixed Assets418382358599734678652627
    CWIP51115418381429490560
    Investments177144147146145150137143
    Other Assets7631.1k1.7k1.6k1.3k1.5k1.5k1.7k
    Total Assets1.4k1.6k2.4k2.4k2.6k2.7k2.8k3.0k

    Cash Flow

    Cash Flow

    ₹ Cr · Annual
    Line itemFY19FY20FY21FY22FY23FY24FY25FY26
    ActivitiesCash from Operating28625762263-126317383142
    Cash from Investing-117-183-226-470153-320-136-106
    Cash from Financing-181-80160218-3912-252-42
    SummaryCapital Expenditure
    Free Cash Flow2642234692-237-25835881
    FCF Margin

    Valuation

    Assumptions

    Current — KSL
    Price
    ₹926
    EPS (TTM)
    ₹58.45
    PE (TTM)
    15.8
    Profit growth
    14.9%

    The Earnings Per Share over the last 12 months.

    %

    Your assumption of the company's expected yearly EPS growth (e.g., 6 for 6%).

    Pre-filled with the lower of median (12.9×) and current (15.8×) PE — the conservative anchor.

    %

    The annualized return you aim to achieve. We solve for the price that delivers it, then compare to today's price.

    Valuation

    Current price
    ₹926
    vs
    Fair value · 15% return
    ₹670
    28%Overvalued

    At 14.9% growth and a 13× exit, ₹926 only delivers your return if you pay ₹670. The price is currently baking in 22% growth.

    EPS grows 14.9%/yr for 5 years, then fades to 6% over 2, exits at 13×.

    YearGrowthEPS (₹)
    FY2714.9%67.16
    FY2814.9%77.17
    FY2914.9%88.66
    FY3014.9%101.87
    FY3114.9%117.05
    FY3210.4% ·fade129.29
    FY336.0% ·fade137.04

    Methodology: we discount normalized net profit as a proxy for owner earnings (an earnings-power approximation — not full free cash flow). Terminal growth is capped at 6% (≈ nominal GDP) regardless of the required return. This is an analytical tool, not investment advice.

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