Reverse DCF

What growth does the market imply for JSL?

Working backwards from the current price to find the FCF growth assumption baked in.

conservative

6.4% implied annual FCF growth

The market is pricing in below-GDP growth — very conservative assumption. If the company delivers anywhere near its historical rate, there is significant upside.

Current Price

₹786

Historical Growth

13.9%

FCF Yield

4.98%

Price / FCF

20.1x

Plain English

To justify today's price of $786.30, JSL.NS needs to grow its free cash flow at 6.4% per year for the next 10 years. That is 7.5% slower than its historical growth rate of 13.9%. This looks achievable — the market is not pricing in heroic assumptions. There may be genuine upside if the company executes.

Adjust Assumptions

9.8%
6%13%20%
4.0%
0%3%6%

Growth Scenarios

What the stock is worth at different growth assumptions

ScenarioFCF GrowthImplied IVMoS vs Price
Half implied3.2%₹591-24.9%
Implied6.4%₹783-0.4%
GDP rate10.0%₹1,071+36.2%
Historical13.9%₹1,486+89.0%

At Historical Growth Rate

It would take 3 years for JSL to organically grow into today's price assuming its historical FCF growth of 13.9%.

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This is an analytical tool, not investment advice. Implied growth is a mathematical inversion of the DCF model and depends on WACC and terminal growth assumptions. YieldIQ is not registered with SEBI as an investment adviser.