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Black Box Limited (BBOX) Fair Value & Analysis

Technology · IN · Market cap ₹170B (≈ $1.8B) · ISIN INE676A01027

What is Black Box Limited really worth?

BB Black Box Limited BBOX · NSE
Price₹712.25
Fair Value₹332.20
Upside−53.4%
Quality45/100

Below-average quality, and trading another 114% above our fair value of ₹332.20.

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Risks

!Expensive Growth (revenue 5y +6.2 %/yr)
!Thin margins · 3.4% net margin
!Moderate debt · negative free cash flow
!Trails peers (5/13)
!Moderate moat 49/100
!Evidence only medium, so the estimate is less certain
!Weak on dividend: 3 out of 100

For context

·0.14% dividend yield
Evidence: Medium Range ₹218.15 – ₹501.26

Fair value as of: Aug 13, 2026

From 17 valuation models · updated 22 days ago

Fair value updated Aug 13, 2026, revised from ₹185.13 to ₹332.20 (+79.4%) since Aug 2, 2026. Share price −4.9% 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 (₹501.26). The favourable scenario is already priced in.
  • Solid but not exceptional quality (45/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (₹218.15 to ₹501.26) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

₹1,078 ₹84.81 Fair Value ₹332.20 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 ₹84.81 – ₹1,078 · fair‑value band ₹218.15 – ₹501.26 · the ₹712.25 price screens above the ₹332.20 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

Black Box Limited (BBOX) currently trades at ₹712.25, while our model-based Fair Value estimate is ₹332.20, implying the stock looks roughly 114.4% overvalued today. The Quality Score stands at 45/100 (below-average quality), in the Technology sector. Bull case: the DCF Models group reads highest at a median of ₹373.64 per share, and 0 of the 17 models we run sit above the ₹712.25 price. Bear case: the Asset-Based group reads lowest at ₹48.55, and 17 of the 17 models stay below the price. Evidence for this calculation is medium.

Over the trailing twelve months, Black Box Limited generated revenue of ₹63.2B at a net margin of 3.4%. Revenue grew 9.5% year over year. It earns a return on equity of 21.3%. Net debt stands at ₹6.1B. Fundamentals as of Aug 13, 2026

Our scenario range runs from ₹218.15 (bear case) to ₹501.26 (bull case); at ₹712.25, 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 35% below its 52-week high and 64% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at −38% fair-value upside, at −53%, BBOX 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 ₹5.04 per share, which is 1.5 % 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.

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
EPV best evidence ₹198.07 ₹233.49 ₹264.48 74
Owner Earnings ₹186.39 ₹373.64 ₹717.79 72
ROIC Compounder ₹232.06 ₹320.21 ₹434.20 71
All 17 models by family
DCF Models
Owner Earnings ₹186.39 ₹373.64 ₹717.79 72
Earnings-Based
Graham-Dodd ₹83.29 ₹441.42 ₹611.22 63
Lynch FV ₹121.57 ₹173.67 ₹225.78 61
PEG = 1.0 ₹121.57 ₹173.67 ₹225.78 57
EPV best evidence ₹198.07 ₹233.49 ₹264.48 74
Dividend Discount
Gordon GGM ₹8.70 ₹18.08 ₹28.68 66
DDM Multi-Stage ₹8.70 ₹15.25 ₹18.98 66
Multiples
P/E Multiple ₹257.20 ₹342.94 ₹428.67 63
P/S Multiple ₹156.16 ₹208.21 ₹260.27 58
P/B Multiple ₹156.16 ₹208.21 ₹260.27 55
EV/EBIT ₹431.86 ₹580.64 ₹729.41 66
EV/EBITDA ₹408.72 ₹549.78 ₹690.85 67
EV/Revenue ₹211.17 ₹307.88 ₹404.58 53
Asset-Based
NCAV (Graham) ₹36.23 ₹48.55 ₹72.46 54
Economic Profit
Residual Income ₹81.59 ₹112.39 ₹447.56 64
ROIC Compounder ₹232.06 ₹320.21 ₹434.20 71
Growth Earnings
Growth-Adj P/E ₹210.79 ₹301.12 ₹391.46 67

Widest divergence: DCF Models (₹373.64) versus Dividend Discount (₹15.25). Highest evidence: EPV (74).

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Key figures & financial health

P/E ratio 56.3
P/S ratio 1.94 P/E × margin
EPS (TTM) ₹12.64 price ÷ EPS = P/E 56.3
Dividend yield 0.1% payout 7.9%
Net margin 3.4% FY2026
Return on equity 21.3% TTM
More key figures
Profitability
Return on assets (EBIT) 22.3% avg 5y
Operating margin 7.5% TTM
Growth
Revenue (TTM) ₹63.2B TTM
Revenue growth (YoY) +9.5% 3y avg +0.2%
EPS growth (YoY) +6.0%
Balance sheet & cash flow
Free cash flow −₹663M FY2026
Net debt ₹6.1B FY2026

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

Quality Score breakdown

Overall quality 45/100

Of which business quality 43 · Market factors (momentum, volatility) 65

Profitability 54
Margins and returns on capital today
Quality Growth 33
Are margins and returns improving?
Cashflow 7
Earnings quality: real cash, not paper profit
Fin. Strength 53
Balance sheet, leverage, solvency risk
Investment 46
Disciplined investing over empire-building
Low Volatility 57
Calm price path (market factor)
Momentum 67
Price trend over the last 3–12 months (market factor)
52W Momentum 71
Distance to the 52-week high (market factor)
Net Issuance 76
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

Black Box Limited provides information and communications technology solutions in India, the United States, and internationally. It operates through System Integration, Technology Product Solution, and Others segments.

Full company description

Black Box Limited provides information and communications technology solutions in India, the United States, and internationally. It operates through System Integration, Technology Product Solution, and Others segments. The company's product portfolio includes data centers, digital workplace, and connected buildings; keyboard, video and mouse (KVM), cables, Internet of Things (IoT), and audio video products; and IP-led hardware offerings under the Black Box brand, including KVM switches, OEM-distributed equipment, and contract-manufactured solutions. It also provides connectivity infrastructure, including fiber connectivity, physical security, surveillance, passive infrastructure, and structured cabling; enterprise networking with local and wide area, cloud, and wireless and private LTE networks; customer and employee experience, and advisory services; and cybersecurity solutions. In addition, the company offers application development and integration, field and dispatch, project and deployment, training, and consulting and design services; and managed services, such as staff augmentation, support, service desk, and X-as-a-service. It serves broadcast, data center, education, finance, government, healthcare, manufacturing and industrial, retail, transportation, utilities, power, oil and gas, workspaces, entertainment and leisure venues, military and defense, and public safety industries under the AlertWerks, Boxilla, ControlBridge, DKM 4K, Emerald, Freedom II KM, iCompel, MCX AVoIP 10G 4K, MediaCento AVoIP 1G HD/4K, Radian, and VideoPlex4000 brands. The company was formerly known as AGC Networks Limited and changed its name to Black Box Limited in November 2021. Black Box Limited was founded in 1976 and is based in Navi Mumbai, India.

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

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Black Box Limited reported revenue of ₹63.2B in FY2026 versus ₹53.7B in FY2022, a compound +4.2%/yr. Reported net income was ₹2.2B in FY2026, compounding +31.5%/yr from FY2022.

Growth Quality 45/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2026)
₹63.2B
Latest YoY
+5.9%
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.
+0.2%
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.
+6.2%
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.
+13.4%
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.
+21.7% (21.6 + 0.1)
Revenue +4.2%/yr
FY22 ₹53.7B
FY23 ₹62.9B
FY24 ₹62.8B
FY25 ₹59.7B
FY26 ₹63.2B
Net income +31.5%/yr
FY22 ₹727M
FY23 ₹237M
FY24 ₹1.4B
FY25 ₹2.0B
FY26 ₹2.2B
Character of growth · EPS growth decomposed (2015-2026) +32.4 % p.a.
Revenue per share +22.5 %

of which total revenue +24.9 % · buybacks/dilution −1.9 %

EBIT margin +1.6 %
Tax rate +1.2 %
Residual (interest, one-offs) +5.1 %

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).

BBOX screens 114% overvalued. Compare with SAP SE →

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Cite: Fair Value Calculator (2026). "Black Box Limited Fair Value". https://www.fairvalue-calculator.com/stock/BBOX

Peer Group

Software - Application · 691 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 45 · Below median
Fair Value upside −53% · Below median
Return on equity (TTM) 21% · Top 25%
Return on assets 7% · Top 25%
Net margin (TTM) 3% · Above median
Operating margin (TTM) 7% · Above median
Revenue growth 10% · Above median
Dividend yield (TTM) 0.1% · Bottom 25%
Debt / equity 0.62× · Higher than 75% of peers

Valuation Multiples vs Software - Application median · lower = cheaper

P/E (TTM) 56.3× · Pricier than 75% of peers
P/B 13.23× · Pricier than 75% of peers
P/S (TTM) 2.69× · Pricier than median
EV/EBITDA 31.0× · 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 0
FUTURE48 · sector 37
PAST85 · sector 12
HEALTH69 · sector 98
DIVIDEND3 · sector 28

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

Values & ESG

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

None of the checked exposures detected

Similar stocks

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

Stock Price Fair Value vs Fair Value
SAP SE SAP €191.32 €169.59 −11%
Shopify Inc SHOP C$209.78 C$28.76 −86%
Uber Technologies, Inc UBER $78.82 $43.66 −45%
Salesforce, Inc CRM $252.05 $249.28 −1%
ServiceNow, Inc NOW $138.43 $43.73 −68%
Cadence Design Systems, Inc CDNS $340.39 $112.57 −67%
Snowflake Inc SNOW $329.11 $42.27 −87%
Adobe Inc ADBE $289.15 $454.04 +57%
Automatic Data Processing, Inc ADP $284.68 $177.51 −38%
Intuit Inc INTU $348.00 $363.46 +4%

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Frequently asked questions

Is Black Box Limited (BBOX) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of ₹332.20 versus a price of ₹712.25, about −53% upside (overvalued).
What is the fair value of BBOX?
Our model-based fair value for Black Box Limited is ₹332.20 (as of Aug 13, 2026), built from audited fundamentals. The current price: ₹712.25.
What is the quality score of BBOX?
Black Box Limited has a Quality Score of 45/100. 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 Black Box Limited (BBOX)?
Black Box Limited reported trailing-twelve-month revenue of about ₹63.2B (latest available figure, as of Aug 13, 2026).
What is the net profit margin of BBOX?
The net profit margin of Black Box Limited is about 3.4%, meaning it keeps roughly 3.4% of revenue as net income. Based on the latest reported figures.
Does Black Box Limited pay a dividend?
Black Box Limited currently shows a dividend yield of about 0.14% relative to its recent price (as of Aug 13, 2026).
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