Intrinsic Valuation of: UPL
Free Cash Flow Average and Growth over past 5Y Key Statistics
Year FCF FCF (FCF/Revenue)
2020 - - EPS (FY) 22 Market Cap ₹534B
2021 - - (-) P/E Ratio 28 Total Asset ₹880B
2022 ₹38B - (-) Net Income ₹9B Total Debt ₹183B
2023 ₹54B 41.6% (22.5%) EBITDA ₹68B Total Liab ₹502B
2024 ₹3B -94.0% (-92.5%) Opr Margin 12.15 Debt/Equity 0.48
2025 ₹85B 2493.9% (2288.5%) PreTax Margin 5.16 BV/Share 7
5Y Average FCF ₹45B 15.0% (739.5%)
Overall Market Assumptions:
Assumptions: P/E for No-Growth Company: 7.0
Perpetual Growth Rate (g): 2.48% Historical US Bond Yield: 4.40%
Discount Rate (WACC): 7.20% Current US Bond Yield: 3.48%
Forcasting Future Free Cash Flow for next 6Y Modified Benjamin Graham's Intrinsic Value
Year FCF Projection (15.0%)
2026 ₹84B MBG Intrinsic Value ₹200
2027 ₹94B
2028 ₹103B
2029 ₹111B
2030 ₹117B
2031 ₹120B
Terminal Value ₹2,595B Net Worth/Share ₹448
DCF Valuation DCF Valuation "What If" Scenario Table
Enterprise Value ₹2,198B Growth Rate
(+) Cash & Cash Equivalents ₹95B ₹2,500 1.5% 2.0% 2.5% 3.0% 3.5%
(-) Total Debt ₹183B WACC 6.5% 2,452 2,680 2,964 3,329 3,816
Equity Value ₹2,111B 7.2% 2,140 2,309 2,513 2,767 3,089
Shares Outstanding 844,169,318 7.8% 1,897 2,027 2,181 2,367 2,595
8.5% 1,699 1,801 1,919 2,060 2,227
DCF Intrinsic Value ₹2,500 9.2% 1,538 1,619 1,713 1,823 1,951
Analyzed by QuantJuice (2025)