DINESH

Refex Industries

Latest CMP 297
Today's Change ▲ 1.31%
52-Week High / Low 399 | 189
Price Date: 14-Aug-2026
Recommendation Strong Buy
Target Price 335
Expected Upside 6.2%
Forecast Horizon 2 Years
Historical CAGR 24.0%
1,000 Invested 20-Aug-2007
Today's Value 59,719
Investment Period 19 Years

Stock Snapshot

Post Results Return
-9.5%
Mild Negative Re-rating
1-Year Target Price
333
2-Year Target Price
335
52-Week High / Low
399 / 189
20-Day Return
-4.3%
Market Cap (Cr.)
4,072
Current PE
18.6
P/BV Ratio
2.7
Dividend Yield
0.3%
Industry PE
13.7

Price Performance

Basis of our Recommendation

Refex Industries is navigating a stable revenue growth trajectory, supported by management's focus on maintaining consistent profit margins and a conservatively financed balance sheet. The company's strategic positioning within the gas utilities sector, characterized by a shift towards cleaner energy sources, aligns with broader industry trends favoring natural gas adoption. This transition is bolstered by government initiatives aimed at expanding piped natural gas networks, which enhances Refex's competitive position despite the fragmented market landscape. Vista's financial outlook reflects expectations of stable revenue growth and margins, with a fair valuation indicating that current market prices are aligned with intrinsic value. The macroeconomic environment in India, marked by robust growth and favorable liquidity conditions, further supports Refex's operational stability. However, the company faces challenges from competitive pricing pressures and the need for ongoing infrastructure development. Over the next 12-24 months, key opportunities lie in capitalizing on the energy transition, while watchpoints include potential fluctuations in crude oil prices and the evolving competitive landscape within the gas utilities sector

👍 Why We Like This Stock

Things To Watch Out For

Key Parameters

Balance Sheet Strength
Conservatively Financed
Market Share
Stable
Industry Outlook
Weakening
Analyst View
Not Available
Dividend History
Regular
FII Holdings
Stable

Financial Snapshot

Actuals Forecast
FY24 FY25 FY26 FY27 FY28
Revenue (Cr.) 1,383 2,468 2,277 2,706 2,495
Profit Before Tax (Cr.) 121 200 331 399 367
PBT Margin 8.8% 8.1% 1452.2% 14.8% 14.7%
Net Profit (Cr.) 89 150 229 260 239
Earnings Per Share 6.6 10.9 16.7 19.0 17.5

Analyst Recommendations

No analyst recommendations available.

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

Company Overview

Show Company Profile

Refex Industries Limited engages in handling and disposal of fly ash in India. It provides refills hydrofluorocarbons, which is used in air conditioners, refrigerators, and refrigeration systems. The company engages in solar power generation and related activities; coal trading; and providing coal yard management services and power trading solutions. It also owns and operates electric vehicles. The company was formerly known as Refex Refrigerants Limited and changed its name to Refex Industries Limited in November 2013. The company was incorporated in 2002 and is based in Chennai, India.