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    Panasonic Carbon India Co.Ltd

    Chennai-headquartered manufacturer of carbon rods, supplying battery makers from its Andhra Pradesh factory as part of the Panasonic group.

    Capital Goods
    Industrials

    Overview

    Price

    Market Cap

    ₹221 Cr

    Sector

    Capital Goods

    Industrials

    Rank

    Performance

    Financials

    Income Statement

    Financial Trajectories

    11
    Quarterly

    Balance Sheet

    Balance Sheet

    ₹ Cr · Annual
    Line itemFY20FY21FY22FY23FY24FY25FY26FY26
    LiabilitiesEquity Capital55555555
    Reserves109123132139152167174183
    Borrowings00000000
    Other Liabilities66656696
    Total Liabilities119134143149162178187194
    AssetsFixed Assets76655444
    CWIP00010000
    Investments00000000
    Other Assets112128137144158173183189
    Total Assets119134143149162178187194

    Cash Flow

    Cash Flow

    ₹ Cr · Annual
    Line itemFY19FY20FY21FY22FY23FY24FY25FY26
    ActivitiesCash from Operating81012892811
    Cash from Investing-2-4-7-2-53-1-6
    Cash from Financing-6-6-5-6-6-6-6-6
    SummaryCapital Expenditure
    Free Cash Flow81012892811
    FCF Margin

    Valuation

    Assumptions

    Current — PANCARBON
    Price
    ₹242
    EPS (TTM)
    ₹44.22
    PE (TTM)
    5.5
    Profit growth
    6.9%

    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 (5.6×) and current (5.5×) 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
    ₹242
    vs
    Fair value · 15% return
    ₹131
    46%Overvalued

    At 6.9% growth and a 5× exit, ₹242 only delivers your return if you pay ₹131. The price is currently baking in 20% growth.

    EPS grows 6.9%/yr for 5 years, then fades to 6% over 2, exits at 5×.

    YearGrowthEPS (₹)
    FY276.9%47.27
    FY286.9%50.53
    FY296.9%54.02
    FY306.9%57.75
    FY316.9%61.73
    FY326.5% ·fade65.71
    FY336.0% ·fade69.66

    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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