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Intrinsic value · Buy/Sell verdict · scores — free· 1049 Indian stocks· EOD 2026-07-29

Thermax Limited

THERMAXNSEIndustrials
₹4,378
-38.50 (-0.87%)
Sell

Financial trend (61/100) does the heavy lifting; valuation (1/100) is the drag.

ExpensiveOvervalued
The bottom line

StocksWizard rates Thermax Limited a Sell, scoring 38/100 on our blended model. We put fair value near ₹2,189; at ₹4,378 that leaves roughly 50% downside, so the stock screens overvalued by 50%. On 74.5x trailing earnings it sits pricier than the Industrials median of about 29.0x. The price is about 15% below its 52-week high of ₹5,138.51 and 58% above the low of ₹2,762.52. Financial health scores 100/100, in the safe band on the Altman Z-score, with a Piotroski F-score of 4/9. The average analyst target of ₹4,409.36 implies about 1% upside across 22 analysts. It clears 5 of 13 investability checks, with durability 48, valuation 1 and momentum 54 on our 0–100 scales.

Analysis by Ankit Sharma · StocksWizard's own estimates from end-of-day public data — see how we calculate them. For information only, not investment advice.

Intrinsic value
Our fair value
₹2,189down 50.00%
Overvalued by 50%
Price ₹4,378Range ₹2,013.88₹2,364.12
DCF + relative blendmedium confidence

With a 20% margin of safety, our buy-below price is ₹1,751.2.

Analyst views

22 analysts6 buy · 9 hold · 7 sell
12-month consensus target₹4,409.36up 0.72%

1-year price

EOD · 2026-07-29
1D
down 0.87%
1W
down 7.22%
1M
down 14.80%
3M
up 7.81%
6M
up 55.28%
1Y

52-week range

-14.80% from the 52-week high.

Trend check
Below 50-DMA₹4,702Above 200-DMA₹3,616

Price above both moving averages reads as an intact uptrend; below both, the trend is against you.

Verdict pillars

Sell38
A
Financial health 100/100
Altman Z 5.53 · Safe zone

Piotroski F-score 4/9 — quality of earnings & balance sheet.

Our scores

Durability48
Valuation1
Momentum54

Durability rewards strong, low-debt, profitable businesses; Valuation rewards stocks cheap vs their sector; Momentum rewards strong price trends.

Investability checklist

Passed 5 of 13 checks
Each check screens one fundamentals, valuation or trend signal.
  • Fail: ROE above 15%: 13.7%
  • Pass: Low debt (D/E < 0.5): 0.42x
  • Fail: Positive free cash flow
  • Pass: Revenue growth > 10%: 11%
  • Pass: Earnings growing: 19%
  • Fail: Net margin ≥ 10%: 6.7%
  • Fail: Current ratio > 1.5: 1.22
  • Fail: Below our fair value
  • Fail: Margin of safety ≥ 20%
  • Pass: Above 200-day average
  • Fail: Above 50-day average
  • No data: Positive 1-year return
  • Pass: Altman Z in safe zone: Z 5.53
  • Fail: Piotroski ≥ 7: 4/9

Quarterly results

Revenue · 1Q2026
₹3,428 Cr
Net profit
₹246 Cr
Margin
7%
2Q2025
3Q2025
4Q2025
1Q2026
Revenue Net profitLatest revenue QoQ +30%

Annual financials

Revenue · 2026
₹10,694 Cr
Net profit
₹764 Cr
Margin
7%
2023
2024
2025
2026
Revenue Net profitLatest revenue YoY +3%

Shareholding

  • Promoter73.7%
  • Institutions21.1%
  • Public & other5.2%

Promoter holding via insider stake; institutional via reported holdings.

Key fundamentals

Market cap
₹53,591 Cr
P/E ratio
74.5
P/B ratio
9.66
EPS (TTM)
₹63.84
ROE
13.7%
Debt / Equity
0.42x
Profit margin
6.7%
Free cash flow
₹-311 Cr
52-week high
₹5,138.51
-14.80% from high
52-week low
₹2,762.52
Dividend yield
0.3%
Beta
0.30
SWOT snapshot

Bull case vs bear case

Bull case

Strengths

  • Financially solid — Altman Z 5.53.

Opportunities

  • Earnings growing (19% YoY).

Bear case

Threats

  • Rich valuation versus sector peers.
  • Trades ~50% above our estimated fair value.

About Thermax Limited

Thermax Limited offers energy, environmental, and chemical solutions across India and international markets. Operating through Industrial Products, Industrial Infra, Green Solutions, and Chemical segments, the company manufactures and services boilers, heating equipment, absorption chillers, air pollution control systems, and water and waste recycling solutions, along with associated engineering and procurement services.

Thermax Limited — frequently asked questions

Is Thermax Limited a buy, hold or sell?

StocksWizard currently rates Thermax Limited (THERMAX) a Sell, based on a blended score of 38/100 across valuation, quality, momentum and price trend. This is our own model-based view, not investment advice.

What is Thermax Limited's fair value?

Our blended DCF and relative-valuation model estimates Thermax Limited's fair value at about ₹2,189, versus a current price of ₹4,378 — roughly 50% downside. On that basis the stock looks overvalued by 50%.

Is Thermax Limited financially healthy?

Thermax Limited scores 100/100 on our financial-health model, placing it in the safe band on the Altman Z-score, with a Piotroski F-score of 4/9.

How has Thermax Limited's share price performed?

Thermax Limited is up 8% over three months, and last traded at ₹4,378. Past performance doesn't predict future returns.

Our verdict, fair value, financial-health and checklist are StocksWizard's own estimates, computed from public end-of-day data using standard models (DCF, relative valuation, Altman Z, Piotroski). For information only — not investment advice or a recommendation. Verify independently before investing.