ftInvstr
LINDEINDIA · Basic Materials ₹6368.0 -0.33% Mkt Cap ₹54478 Cr overvalued

LINDEINDIA

Basic Materials Specialty Chemicals
₹6368.0
-0.33% today · 30d -11.37%
as of 2026-09-04
Price · Daily Candles
“Linde India's Q4 Profit Surges 66.2% as FCF Concerns Linger”
Linde India recorded a significant Q4 2025 net profit increase of 66.2% YoY to ₹193 Cr, despite negative free cash flow of -₹747 Cr for the trailing twelve months. The company's TTM PE of 105.17 suggests a stretched valuation compared to its sector peers.
BULL CASE
+Net profit in Q4 2025 jumped 66.2% YoY, reaching ₹193 Cr.
+Quarterly revenue grew by 15.71% YoY to ₹701 Cr in Q4 2025.
+Operating profit margin improved by 3.21% YoY to 37.04% in Q4 2025.
+Machine learning models predict strong FCF growth, with a rank of 0.788 for stable 7-year growth.
BEAR CASE
The company reported a negative free cash flow of -₹747 Cr, representing a -1.21% FCF yield.
Annual revenue for FY25 decreased by 12.9% YoY to ₹2485 Cr.
Linde India's TTM PE ratio of 105.17 is significantly higher than its peer average.
The stock is trading 10.22% off its 52-week high of ₹8049.0.
⟳ What Changed
₹ Latest Earnings · Q ending 2026-06-30
REVENUE
₹694 Cr
+21.59% YoY
NET PROFIT
₹105 Cr
-2.42% YoY
OPM
29.48%
-5.52pp YoY
EPS
₹12.26
PE 105.17
Intrinsic value · DCF ₹490.31 · Margin of safety -92.3% (overvalued) · FCF yield 0.04%
◇ Sector Position
Linde India trades at a TTM PE of 105.17 with a ROCE of 17.0%, notably higher than sector peers like ASIANPAINT (PE 69.19, ROCE 28.61%) and PIDILITIND (PE 61.45, ROCE 30.22%).
PEERPEROCE %
LINDEINDIA105.1717.0
ASIANPAINT69.1928.61
PIDILITIND61.4530.22
FLUOROCHEM76.1315.03
+ 2 more peers — sign in to view
ML Forward Growth Predictions 🔒

9 ML-predicted forward-growth ranks across sales, EBIT, and FCF.

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54
SCORE / 100
Overall
6-axis composite of the sections below.
Performance POSITIVE 55
Valuation STRETCHED 5
Growth STRONG 72
Profitability HIGH 85
Technicals WEAK 30
Risk LOW 80
Key Stats
TTM PE
105.17
P/B
16.18
52W HIGH
₹8049.0
OFF HIGH
-20.88%
DIV YIELD
0.06%
MKT CAP
₹54478 Cr
◉ Active Signals
MACDBearish-19.0667
RSI(14)Bearish33.96
Street Consensus
3 analysts
₹6742.67
mean target
Low ₹5869.0Now ₹6368.0High ₹8209.0
⧉ Strategy Fit 🔒

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