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BSE Limited (BSE) Fair Value & Analysis

Financial Services · IN · Market cap ₹1.5T (≈ $16.2B) · ISIN INE118H01025

What is BSE Limited really worth?

BL BSE Limited BSE · NSE
Price₹3,410
Fair Value₹799.27
Upside−76.6%
Quality74/100

A solid business, but trading 327% above our fair value of ₹799.27.

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Strengths

Healthy Growth (revenue 5y +59.3 %/yr)
Highly profitable · 48.7% net margin
Low debt · generates free cash flow
Wide moat 93/100

Risks

!Mixed vs. peers (8/14)
!The models disagree: range ₹599.45 to ₹3,177
!Weak on dividend: 6 out of 100

For context

·0.29% dividend yield
Evidence: High Range ₹599.45 – ₹3,177

Fair value as of: Aug 21, 2026

From 13 valuation models · updated 15 days ago

Share price −3.5% over the past month.

What runs behind every stock

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

What matters now

  • A high-quality business (quality 74/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
  • The price sits above even our optimistic bull case (₹3,177). The favourable scenario is already priced in.
  • The model range is unusually wide (₹599.45 to ₹3,177). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.

Price vs Fair Value (5 years)

₹4,392 ₹82.79 Fair Value ₹799.27 May 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 21, 2026.

How to read this chart

60‑month range ₹82.79 – ₹4,392 · fair‑value band ₹599.45 – ₹3,177 · the ₹3,410 price screens above the ₹799.27 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 21, 2026.

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Analysis

BSE Limited (BSE) currently trades at ₹3,410, while our model-based Fair Value estimate is ₹799.27, implying the stock looks roughly 326.6% overvalued today. The Quality Score stands at 74/100 (solid quality), in the Financial Services sector. Bull case: the Earnings-Based group reads highest at a median of ₹2,152 per share, and 0 of the 13 models we run sit above the ₹3,410 price. Bear case: the Asset-Based group reads lowest at ₹110.09, and 13 of the 13 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, BSE Limited generated revenue of ₹51.2B at a net margin of 48.7%. Revenue grew 105.1% year over year. It earns a return on equity of 36.0%. The balance sheet holds a net cash position of ₹51.7B. Fundamentals as of Aug 21, 2026

Our scenario range runs from ₹599.45 (bear case) to ₹3,177 (bull case); at ₹3,410, 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 23% below its 52-week high and 69% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at −55% fair-value upside, at −77%, BSE 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 ₹21.57 per share, which is 2.7 % 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
Growth DCF best evidence ₹1,299 ₹2,569 ₹4,702 72
Rev-Margin DCF ₹640.14 ₹906.29 ₹1,422 70
Owner Earnings ₹1,004 ₹2,183 ₹4,766 68
All 13 models by family
DCF Models
Owner Earnings ₹1,004 ₹2,183 ₹4,766 68
5Y P/E Exit ₹915.45 ₹1,763 ₹2,896 66
10Y P/E Exit ₹1,059 ₹2,017 ₹3,541 59
Earnings-Based
Graham-Dodd ₹418.08 ₹2,916 ₹4,092 61
Lynch FV ₹1,506 ₹2,152 ₹2,797 59
Dividend Discount
Gordon GGM ₹74.81 ₹163.32 ₹274.79 63
DDM Multi-Stage ₹74.81 ₹133.78 ₹170.20 64
Multiples
P/E Multiple ₹599.45 ₹799.27 ₹999.09 63
P/B Multiple ₹172.52 ₹230.03 ₹287.54 55
Asset-Based
NCAV (Graham) ₹82.15 ₹110.09 ₹164.31 54
Growth DCF
Growth DCF best evidence ₹1,299 ₹2,569 ₹4,702 72
Rev-Margin DCF ₹640.14 ₹906.29 ₹1,422 70
Economic Profit
Residual Income ₹566.57 ₹918.53 ₹15,860 61

Widest divergence: Earnings-Based (₹2,152) versus Asset-Based (₹110.09). Highest evidence: Growth DCF (72).

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Key figures & financial health

P/E ratio 56.5
P/S ratio 27.4 P/E × margin
EPS (TTM) ₹60.30 price ÷ EPS = P/E 56.5
Dividend yield 0.3% payout 16.6%
Net margin 48.5% FY2026
Return on equity 36.0% TTM
More key figures
Profitability
Return on assets (EBIT) 9.3% avg 5y
Operating margin 67.7% TTM
Growth
Revenue (TTM) ₹51.2B TTM
Revenue growth (YoY) +105% 3y avg +84.8%
EPS growth (YoY) +64.0%
Balance sheet & cash flow
Free cash flow ₹28.3B FY2026
Net cash ₹51.7B FY2026

Figures from reported company fundamentals · as of Aug 21, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 74/100

Of which business quality 73 · Market factors (momentum, volatility) 68

Profitability 76
Margins and returns on capital today
Quality Growth 98
Are margins and returns improving?
Cashflow 85
Earnings quality: real cash, not paper profit
Fin. Strength 93
Balance sheet, leverage, solvency risk
Investment 19
Disciplined investing over empire-building
Low Volatility 74
Calm price path (market factor)
Momentum 61
Price trend over the last 3–12 months (market factor)
52W Momentum 71
Distance to the 52-week high (market factor)
Net Issuance 40
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

BSE Limited, together with its subsidiaries, provides a platform for trading in equities, currencies, capital-raising, debt instruments, derivatives, mutual funds, and other securities in India and internationally. It offers securities, data dissemination, index, repository, and depository services.

Full company description

BSE Limited, together with its subsidiaries, provides a platform for trading in equities, currencies, capital-raising, debt instruments, derivatives, mutual funds, and other securities in India and internationally. It offers securities, data dissemination, index, repository, and depository services. The company also provides clearing and settlement, IT support, training, exchange related, and investment services, as well as engages in the corporate social responsibility activities. In addition, it undertakes administration and supervision of SEBI registered investment advisers; and operates a platform for trading in equities of small-and-medium enterprises, as well as offers insurance broking services; and electronic platform for agricultural commodity. The company was formerly known as Bombay Stock Exchange Limited and changed its name to BSE Limited in July 2011. BSE Limited was founded in 1875 and is based in Mumbai, India.

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

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

BSE Limited reported revenue of ₹51.5B in FY2026 versus ₹7.4B in FY2022, a compound +62.2%/yr. Reported net income was ₹25.0B in FY2026, compounding +77.0%/yr from FY2022. FY2022 was a trough year, so the rate overstates the trend.

Growth Quality 100/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2026)
₹51.5B
Latest YoY
+74.1%
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.
+84.8%
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.
+59.3%
Avg. revenue growth/yr (14Y) 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.
+22.1%
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.
+42.2% (41.9 + 0.3)
Revenue +62.2%/yr
FY22 ₹7.4B
FY23 ₹8.2B
FY24 ₹13.9B
FY25 ₹29.6B
FY26 ₹51.5B
Net income +77.0%/yr
FY22 ₹2.5B
FY23 ₹2.2B
FY24 ₹7.8B
FY25 ₹13.3B
FY26 ₹25.0B
Character of growth · EPS growth decomposed (2016-2026) +19.2 % p.a.
Revenue per share +17.9 %

of which total revenue +27.6 % · buybacks/dilution −7.6 %

EBIT margin −2.4 %
Tax rate −1.8 %
Residual (interest, one-offs) +5.4 %

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).

BSE screens 327% overvalued. Compare with S&P Global Inc →

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

Peer Group

Financial Data & Stock Exchanges · 53 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 74 · Above median
Fair Value upside −77% · Bottom 25%
Return on equity (TTM) 36% · Top 25%
Return on assets 21% · Top 25%
Net margin (TTM) 49% · Top 25%
Operating margin (TTM) 68% · Top 25%
Revenue growth 105% · Top 25%
Dividend yield (TTM) 0.3% · Bottom 25%

Valuation Multiples vs Financial Data & Stock Exchanges median · lower = cheaper

P/E (TTM) 56.5× · Pricier than 75% of peers
P/B 22.85× · Pricier than 75% of peers
P/S (TTM) 29.76× · Pricier than 75% of peers
P/FCF 0.6× · Cheaper than 75% of peers
EV/EBITDA 35.8× · 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
FUTURE100 · sector 69
PAST100 · sector 77
HEALTH100 · sector 94
DIVIDEND6 · sector 33

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 Financial Data & Stock Exchanges stocks, each showing price versus our Fair Value estimate (as of Aug 21, 2026).

Stock Price Fair Value vs Fair Value
S&P Global Inc SPGI $435.39 $196.36 −55%
CME Group CME $285.80 $145.51 −49%
Moody's Corporation MCO $514.95 $192.63 −63%
Intercontinental Exchange, Inc ICE $162.33 $75.95 −53%
Hong Kong Exchanges and Clearing Limited 80388 HK$360.20 HK$280.07 −22%
Deutsche Börse AG DB1 €291.20 €142.42 −51%
Nasdaq, Inc NDAQ $99.35 $41.12 −59%
MSCI Inc MSCI $570.76 $214.91 −62%
Coinbase Global, Inc COIN $190.72 $73.66 −61%
Cboe Global Markets, Inc CBOE $310.45 $136.64 −56%

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Frequently asked questions

Is BSE Limited (BSE) overvalued or undervalued?
As of Aug 21, 2026, our model estimates a fair value of ₹799.27 versus a price of ₹3,410, about −77% upside (overvalued).
What is the fair value of BSE?
Our model-based fair value for BSE Limited is ₹799.27 (as of Aug 21, 2026), built from audited fundamentals. The current price: ₹3,410.
What is the quality score of BSE?
BSE Limited has a Quality Score of 74/100. 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 BSE Limited (BSE)?
BSE Limited reported trailing-twelve-month revenue of about ₹51.2B (latest available figure, as of Aug 21, 2026).
What is the net profit margin of BSE?
The net profit margin of BSE Limited is about 48.7%, meaning it keeps roughly 48.7% of revenue as net income. Based on the latest reported figures.
Does BSE Limited pay a dividend?
BSE Limited currently shows a dividend yield of about 0.29% relative to its recent price (as of Aug 21, 2026).
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