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Adani Enterprises Limited (ADANIENT) Fair Value & Analysis

Energy · IN · Market cap ₹4.5T (≈ $47.6B) · ISIN INE423A01024

What is Adani Enterprises Limited really worth?

AE Adani Enterprises Limited ADANIENT · NSE
Price₹2,938
Fair Value₹891.11
Upside−69.7%
Quality18/100

Below-average quality, and trading another 230% above our fair value of ₹891.11.

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Risks

!Weak Growth (revenue 5y +20.5 %/yr)
!Thin margins · 9.3% net margin
!Moderate debt · negative free cash flow
!Trails peers (3/13)
!Narrow moat 35/100
!Weak on dividend: 1 out of 100
Evidence: High Range ₹630.82 – ₹891.11

Fair value as of: Aug 13, 2026

From 14 valuation models · updated 22 days ago

Fair value updated Aug 13, 2026, revised from ₹901.17 to ₹891.11 (−1.1%) since Jul 13, 2026. Share price −3.7% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price sits above even our optimistic bull case (₹891.11). The favourable scenario is already priced in.
  • Weak quality (18/100) and above fair value at the same time, the margin of safety is missing on both counts.

Price vs Fair Value (5 years)

₹4,158 ₹1,191 Fair Value ₹891.11 May 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range ₹1,191 – ₹4,158 · fair‑value band ₹630.82 – ₹891.11 · the ₹2,938 price screens above the ₹891.11 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

Adani Enterprises Limited (ADANIENT) currently trades at ₹2,938, while our model-based Fair Value estimate is ₹891.11, implying the stock looks roughly 229.7% overvalued today. The Quality Score stands at 18/100 (below-average quality), in the Energy sector. Bull case: the Growth Earnings group reads highest at a median of ₹901.17 per share, and 0 of the 14 models we run sit above the ₹2,938 price. Bear case: the Multiples group reads lowest at ₹278.96, and 14 of the 14 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, Adani Enterprises Limited generated revenue of ₹1.0T at a net margin of 9.3%. Revenue grew 20.3% year over year. It earns a return on equity of 13.7%. Net debt stands at ₹948B. Fundamentals as of Aug 13, 2026

Our scenario range runs from ₹630.82 (bear case) to ₹891.11 (bull case); at ₹2,938, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 4% below its 52-week high and 68% above its 52-week low, currently above its 200-day average. For context, the median of 10 Energy peers we cover trades at −22% fair-value upside, at −70%, ADANIENT screens richer than that median.

Fair Value models

This estimate rests on fiscal year 2026 figures, and about 5 months have passed since. In that time the company retained roughly ₹31.24 per share, which is 3.5 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.

Note: the current price implies far more future growth than the conservative anchors of our models allow (base growth is deliberately capped, we do not regard such extreme rates as sustainable). Our models are not designed for expectations this high; that is why the individual models scatter extremely (₹19.08 to ₹1,783). Read the values as a conservative anchor, not as a price target.
Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Residual Income best evidence ₹554.46 ₹671.76 ₹1,654 69
Growth-Adj P/E ₹630.82 ₹901.17 ₹1,172 67
DDM Multi-Stage ₹10.67 ₹19.08 ₹24.27 66
All 14 models by family
Earnings-Based
Graham-Dodd ₹469.41 ₹1,783 ₹2,414 64
Lynch FV ₹432.96 ₹618.51 ₹804.07 61
PEG = 1.0 ₹432.96 ₹618.51 ₹804.07 57
Dividend Discount
Gordon GGM ₹10.67 ₹23.29 ₹39.18 65
DDM Multi-Stage ₹10.67 ₹19.08 ₹24.27 66
Multiples
P/E Multiple ₹724.82 ₹966.43 ₹1,208 63
P/S Multiple ₹668.33 ₹891.11 ₹1,114 58
P/B Multiple ₹807.50 ₹1,077 ₹1,346 55
EV/EBIT ₹104.82 ₹249.94 61
EV/EBITDA ₹144.71 ₹299.80 62
EV/Revenue ₹52.57 ₹278.96 ₹505.36 48
Asset-Based
NCAV (Graham) ₹299.07 ₹400.76 ₹598.14 54
Economic Profit
Residual Income best evidence ₹554.46 ₹671.76 ₹1,654 69
Growth Earnings
Growth-Adj P/E ₹630.82 ₹901.17 ₹1,172 67

Widest divergence: Growth Earnings (₹901.17) versus Dividend Discount (₹19.08). Highest evidence: Residual Income (69).

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Key figures & financial health

P/E ratio 41.8 as of Jul 13, 2026
P/S ratio 3.89 P/E × margin
EPS (TTM) ₹75.46 price ÷ EPS = P/E 41.8
Dividend yield 0.0% payout 1.7%
Net margin 9.3% FY2026
Return on equity 13.7% TTM
More key figures
Profitability
Return on assets (EBIT) 5.4% avg 5y
Operating margin 5.5% TTM
Growth
Revenue (TTM) ₹1.0T TTM
Revenue growth (YoY) +20.3% 3y avg −7.6%
EPS growth (YoY) +96.3%
Balance sheet & cash flow
Free cash flow −₹351B FY2026
Net debt ₹948B FY2026

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 18/100

Of which business quality 23 · Market factors (momentum, volatility) 69

Profitability 35
Margins and returns on capital today
Quality Growth 35
Are margins and returns improving?
Cashflow 5
Earnings quality: real cash, not paper profit
Fin. Strength 34
Balance sheet, leverage, solvency risk
Investment 0
Disciplined investing over empire-building
Low Volatility 65
Calm price path (market factor)
Momentum 70
Price trend over the last 3–12 months (market factor)
52W Momentum 72
Distance to the 52-week high (market factor)
Net Issuance 22
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Adani Enterprises Limited, together with its subsidiaries, operates in the new energy ecosystem, data center, airports, roads, copper and PVC, and other sectors in India and internationally. It operates through the Integrated Resources Management (IRM), Mining Services, Commercial Mining, New Energy Ecosystem, Airport, Road, copper, and Others segments.

Full company description

Adani Enterprises Limited, together with its subsidiaries, operates in the new energy ecosystem, data center, airports, roads, copper and PVC, and other sectors in India and internationally. It operates through the Integrated Resources Management (IRM), Mining Services, Commercial Mining, New Energy Ecosystem, Airport, Road, copper, and Others segments. The company engages in the integrated ecosystem for manufacturing green hydrogen, including solar cells, modules, and wind turbine generators; construction, operation, and maintenance of airports and road assets; commercial mining activities; supply of bunker fuels to shipping vessels; manufacture and supply of defense equipment; copper cathodes and cast rods; digital labs; and copper smelting and refinery, as well metals manufacturing. It also provides procurement and logistics services for minerals, as well as mining services. In addition, the company is involved in the sourcing, storage, and marketing of apples, grapes, pomegranates, stone fruits, digital mandi, and frozen peas; wastewater treatment, recycling, reuse projects; the operation of a news network; and Infrastructure Development and Water Resource Management. Further, it holds a portfolio of small arms, ammunition, unmanned aerial vehicles, counter-drone systems, missiles, and aircraft services. It also provides education, training and skill development. The company was founded in 1988 and is headquartered in Ahmedabad, India.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Adani Enterprises Limited reported revenue of ₹1.0T in FY2026 versus ₹694B in FY2022, a compound +9.7%/yr. Reported net income was ₹93.4B in FY2026, compounding +86.2%/yr from FY2022. FY2022 was a trough year, so the rate overstates the trend.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2026)
₹1.0T
Latest YoY
+2.6%
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−7.6%
Avg. revenue growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+20.5%
Avg. revenue growth/yr (22Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+11.6%
Value creation/yr (5Y, in INR) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year. Measured in INR: this currency has depreciated against the euro and dollar over the long run, so part of the nominal rate is currency erosion that never reaches a EUR/USD investor.
+54.4% (54.4 + 0.0)
Revenue +9.7%/yr
FY22 ₹694B
FY23 ₹1.3T
FY24 ₹964B
FY25 ₹979B
FY26 ₹1.0T
Net income +86.2%/yr
FY22 ₹7.8B
FY23 ₹24.7B
FY24 ₹32.4B
FY25 ₹71.0B
FY26 ₹93.4B
Character of growth · EPS growth decomposed (2015-2026) +18.5 % p.a.
Revenue per share +8.1 %

of which total revenue +9.1 % · buybacks/dilution −0.9 %

EBIT margin −0.6 %
Tax rate −2.1 %
Residual (interest, one-offs) +12.6 %

Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).

ADANIENT screens 230% overvalued. Compare with China Shenhua Energy Company →

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Cite: Fair Value Calculator (2026). "Adani Enterprises Limited Fair Value". https://www.fairvalue-calculator.com/stock/ADANIENT

Peer Group

Thermal Coal · 99 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 18 · Bottom 25%
Fair Value upside −70% · Bottom 25%
Return on equity (TTM) 14% · Top 25%
Return on assets 2% · Below median
Net margin (TTM) 9% · Above median
Operating margin (TTM) 6% · Below median
Revenue growth 20% · Top 25%
Dividend yield (TTM) 0.0% · Bottom 25%
Debt / equity 0.94× · Higher than 75% of peers

Valuation Multiples vs Thermal Coal median · lower = cheaper

P/E (TTM) 41.8× · Pricier than 75% of peers
P/B 5.55× · Pricier than 75% of peers
P/S (TTM) 4.47× · Pricier than 75% of peers
EV/EBITDA 38.3× · Pricier than 75% of peers

Strength profile in five axes (Snowflake)

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 8
FUTURE100 · sector 0
PAST55 · sector 21
HEALTH53 · sector 93
DIVIDEND1 · sector 54

VALUE 0: the price sits above our fair-value range.

Insider activity: 30/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

Coal Oil & gas

Similar stocks

10 more Thermal Coal stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
China Shenhua Energy Company 601088 ¥48.05 ¥34.97 −27%
PT Bayan Resources Tbk., BYAN 15,325 IDR 3,542 IDR −77%
Shaanxi Coal Industry Company 601225 ¥25.08 ¥23.90 −5%
Yankuang Energy Group 600188 ¥21.60 ¥13.24 −39%
Coal India Limited COALINDIA ₹417.85 ₹464.01 +11%
533278 533278 ₹406.50 ₹660.78 +63%
China Coal Energy Company 601898 ¥13.93 ¥13.91 +0%
PT Dian Swastatika Sentosa Tbk, DSSA 1,145 IDR 352.75 IDR −69%
Inner Mongolia Dian Tou Energy Corporation 002128 ¥26.48 ¥20.72 −22%
Shanxi Lu'an Environmental Energy Development Co 601699 ¥16.27 ¥7.20 −56%

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Frequently asked questions

Is Adani Enterprises Limited (ADANIENT) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of ₹891.11 versus a price of ₹2,938, about −70% upside (overvalued).
What is the fair value of ADANIENT?
Our model-based fair value for Adani Enterprises Limited is ₹891.11 (as of Aug 13, 2026), built from audited fundamentals. The current price: ₹2,938.
What is the quality score of ADANIENT?
Adani Enterprises Limited has a Quality Score of 18/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Adani Enterprises Limited (ADANIENT)?
Adani Enterprises Limited reported trailing-twelve-month revenue of about ₹1.0T (latest available figure, as of Aug 13, 2026).
What is the net profit margin of ADANIENT?
The net profit margin of Adani Enterprises Limited is about 9.3%, meaning it keeps roughly 9.3% of revenue as net income. Based on the latest reported figures.
Does Adani Enterprises Limited pay a dividend?
Adani Enterprises Limited currently shows a dividend yield of about 0.04% relative to its recent price (as of Aug 13, 2026).
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