DINESH

KIOCL Ltd

Industry: Iron & Steel
Latest CMP 390
Today's Change ▲ 1.22%
52-Week High / Low 628 | 297
Price Date: 14-Aug-2026
Recommendation Sell
Target Price 195
Expected Upside -29.3%
Forecast Horizon 2 Years
Historical CAGR 40.2%
1,000 Invested 09-Feb-2017
Today's Value 24,848
Investment Period 10 Years

Stock Snapshot

Post Results Return
+3.6%
Mild Positive Re-rating
1-Year Target Price
195
2-Year Target Price
195
52-Week High / Low
628 / 297
20-Day Return
+4.8%
Market Cap (Cr.)
23,677
Current PE
138.8
P/BV Ratio
13.6
Dividend Yield
Industry PE
19.4

Price Performance

Basis of our Recommendation

KIOCL Ltd's recent management commentary and industry dynamics suggest a complex outlook for the company. While the iron and steel industry is experiencing an expansion phase, characterized by improving pricing power and rising demand for hot-rolled coil (HRC) products, KIOCL faces challenges with expected revenue contraction over the forecast period. This decline is primarily attributed to the company's fragmented market position, which limits its ability to capitalize on industry growth fully. However, management's focus on enhancing operational efficiency and capital allocation may support margin improvement, as profitability is projected to rise despite declining revenues. Vista's financial outlook reflects this nuanced scenario, anticipating improved margins alongside a fair valuation that aligns with intrinsic value. The expected upside remains limited, with a target price indicating a slight decline. Macro conditions in India, including robust manufacturing activity and favorable liquidity, provide a supportive backdrop, yet geopolitical tensions and input cost volatility could pose risks. Over the next 12-24 months, KIOCL's ability to navigate these challenges while leveraging industry tailwinds will be critical, making operational execution and strategic capital allocation key watchpoints for investors

👍 Why We Like This Stock

Things To Watch Out For

Key Parameters

Balance Sheet Strength
Weak Cash Conversion
Market Share
Stable
Industry Outlook
Improving
Analyst View
Not Available
Dividend History
Irregular
FII Holdings
Stable

Financial Snapshot

Actuals Forecast
FY24 FY25 FY26 FY27 FY28
Revenue (Cr.) 1,854 591 613 727 623
Profit Before Tax (Cr.) -65 -205 12 83 56
PBT Margin -3.5% -34.7% 195.8% 11.4% 9.1%
Net Profit (Cr.) -64 -206 17 62 42
Earnings Per Share -1.1 -3.4 0.3 1.0 0.7

Analyst Recommendations

No analyst recommendations available.

Consensus Recommendation ► None
Consensus Target
Coverage 0 Analysts
Analysts' Viewpoint

Company Overview

Show Company Profile

KIOCL Limited engages in the iron ore mining, beneficiation, and production of pellets in India and internationally. The company operates through two segments, Pellet and Pig Iron. It produces and sells iron ore pellets, pig iron, and iron ore fines. The company also provides operation and maintenance services, as well as mineral exploration services. It serves steel and metallurgy, automotive and transportation, mining and mineral resources, infrastructure and construction, and energy and power industries. The company was formerly known as Kudremukh Iron Ore Company Limited. KIOCL Limited was incorporated in 1976 and is headquartered in Bengaluru, India.