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Happy Forgings LtdNSE:HAPPYFORGE

Capital Goods · ₹20,311 Cr market cap · covered for 1 quarter since Q4 2026

Current view Q4 2026

Making pricier, precision truck and tractor parts is lifting profits to record highs; a signed Rs 950 cr order book fuels growth. FY27 is spending-heavy, but management reliably delivers.

Latest exchange filings last 5 · 5 after Q4 2026

Exchange filings, with the company's own one-line summary, read off the same page as the figures. Screener publishes only the most recent few, so this is the last 5 — not everything filed since your note, and a quiet-looking list is not proof of a quiet quarter. A filing is marked new when it is dated after the end of the quarter your note covers. Not scored, and not a judgement — a routine repayment notice and a takeover sit in the same list.

AI concall report · Q4 2026

The full earnings-call read behind this view — what management promised, what they delivered, and the earning trigger.

✨ Read the report ↗

Growth Q4 2026

Metric This year vs lastYoY · vs Q4 2025 vs the quarter beforeQoQ, sequential · vs Q3 2026 3-year yearly average3Y CAGR · compounded 5-year yearly average5Y CAGR · compounded
Sales▲ +20.4%+8.4%+8.9%+21.4%
Operating profit▲ +30.4%+10.8%+13.1%+24.9%
EPS▲ +23.4%+5.8%+11.1%−49.4%
PAT▲ +23.5%+6.3%——

Tinted rows drive the Tier. Tier = the weaker of YoY Sales and YoY PAT growth. Here the weaker is Sales at +20.4%, which is ≥ 20% → Tier 1.

QoQ is sequential, not a trend. For most Indian companies the March quarter is seasonally the largest, so a June-quarter fall against it is a calendar effect. Only the YoY column feeds the Tier.

Multibagger potential Weak44/100

Growing, but too slowly to re-price. Profit per share grew 11% a year. A big re-pricing usually needs more than 15% a year, so the score is capped no matter how cheap it looks.

Doubling needs a price-tag it has never reached

₹1,997 → ₹3,993 needs the P/E at 91× — it is 62× today, and has ranged 27× to 67× over the last 5 years. The rest would come from earnings growing as they have.

If this keeps up for 3 more years ×0.9 -12% — profit growing 11% a year, and buyers paying 40× for it again

What you pay for its profitlog scale · 5-year range

27×5-year low 40×usual level 62×today 67×5-year high 91×to double 137×to triple

Tripling needs 137× — never traded above 67× in 5 years.

The Multibaggerearnings climbing and buyers already paying more for them⚠ low growth
Is it cheap right now?P/E 62× is 1.56× its own 5-year average of 40× — far above it; forward PEG 5.07 — expensive for its growth 0/25
Has the market paid for this growth yet?ΔMultiple ×1.87 a year (×1.87 over the year) — already re-rated 0/15
Is the growth real, or flattered?mostly sales-backed; QoQ holding 26/30
What does it earn on its own money?earns 14% on its own book — fair 5/10
Is the price trend agreeing?above 40W, below the shorter EMAs 13/20
Price vs its book value 8.8×P/B — ₹226 of book value per share
Price vs next year’s profit 56×forward P/E — what an entry pays now
Price over the last year ×2.08earnings ×1.11, price-tag ×1.87

Re-rated already, on growth that doesn't fully back it.

How this is calculated

This is arithmetic, not a forecast — Return = ΔEPS × ΔMultiple. It says what would have to be true, not how likely it is, and "earnings keep growing at this rate for three more years" is the assumption doing the most work. This is a mid-cap at ₹20,311 cr, so the odds of a re-rate are not fighting its own size.

Band capped: growth of 11.1% is below the 15% bar a re-rate needs.

Growth rate used: 11.1% — the weakest of EPS / Sales / Op-profit from 3-year EPS CAGR. Latest quarter reads 23%.

How it compares with its rivals Capital Goods · 6 of 19 listed

It earns 18% on its capital, fifth of 6, and it is the third most expensive of the 6 shown.

Company PriceP/ESizeROCE Profitlast qtr Saleslast qtr
Happy Forgings ₹2,157 62.2× ₹20,362 Cr 18.0% +39.2% +27.0%
AIA Engineering ₹3,957 29.1× ₹36,925 Cr 21.1% −1.3% +12.4%
PTC Industries ₹23,008 274.6× ₹34,494 Cr 8.6% +465.7% +97.4%
Balu Forge ₹520 23.6× ₹6,315 Cr 22.7% +15.9% +28.9%
Steelcast ₹320 35.7× ₹3,237 Cr 32.3% +19.3% +17.0%
Amic Forging ₹2,296 87.0× ₹2,652 Cr 25.2% +23.7% +30.4%

Screener's own peer group, from the request already made for the industry P/E. It serves the industry's largest names by market cap, not companies of a similar size, so treat this as context rather than a like-for-like table; this company is always shown. On a phone the price, size and sales columns are dropped rather than pushed off the edge. Not part of the score.

Business quality to Jun 2026

Are the margins widening? broadly flat operating margin 30% → 31% over 3 years
Did the profit turn into cash? most of it arrived as cash 114% last year, 92% over three · free cash flow −₹16 cr, positive in 2 of 5 years
Is the growth borrowed? lightly borrowed ₹330 cr — 0.16× its own equity (was 0.12×)
Is it being collected? customers are paying faster 93 days to collect, down 17 in a year · cash cycle 193 days
Who has been buying? the promoters have held steady promoters 78.5% (−0.1 in a year), 78.6% → 78.5% over 2.5 years · FIIs 1.9% (−0.3) · DIIs 15.5% (−1.4) · shareholders 1,34,839 → 64,341
What does it earn on its capital? earns a fair return on its capital ROCE 18.0% · ROE 15.0%

Fetched from the filings, not typed — and deliberately not part of the score. These are the questions the score cannot ask: it reads growth, price and trend, so a company can score well while its profit never becomes cash. Weigh these beside the note, not against the number.

Screener's own checklist not mine, not the score

Against it

  • Stock is trading at 9.51 times its book value
  • Dividend payout has been low at 12.9% of profits over last 3 years

Generated by screener.in from a fixed checklist — not written by me and not an input to the score. It is here as a second machine opinion to weigh against the note; where it disagrees with the view above, the note is the considered one.