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The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
History
The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
Weekly engine runs — movement reflects the numbers, not analyst opinion.
A high-quality, fast-growing business, priced for perfection.
Godfrey Phillips is scored on the general / industrial framework. It keeps a fat 23.1% of every rupee of sales as net profit. Cash conversion lags the reported profit (CFO/PAT 0.34×) — worth a closer look. Free cash flow is worth about 2.0% of its market value.
Over the last 3 years revenue compounded at 21%/yr and profit at 36%/yr. Book value itself has compounded 21%/yr — the hallmark of a genuine compounder. Return on equity is an elite 20.6%. In the latest quarter profit fell 62% versus the prior quarter.
At 18× earnings, the stock sits at the 85th percentile of its own 3.6-year range — the expensive end of where it has historically traded. Today's price implies ~10%/yr earnings growth for a decade. The books come through clean — a forensic grade of A, and Altman puts distress risk in the safe zone.
A plain-English restatement of the figures on this page — rules-based, for education and research context, not investment advice or a recommendation.
| Ratio | Company | Sector | Read |
|---|---|---|---|
| P/E | 22.22 | 18.53 | worse |
| P/B | 4.57 | 2.32 | worse |
| EV/EBITDA | 16.07 | 10.88 | worse |
| ROE | 20.55 | 13.35 | better |
| ROCE | 25.59 | 17.55 | better |
| ROA | 13.75 | 11.75 | better |
| Quick Ratio | 1.19 | 1.49 | worse |
| Peer | P/E | P/B | ROE |
|---|---|---|---|
| VST Industries | 14.8 | 3.3 | 25.6% |
| Elitecon International L | 5.3 | 2.8 | 46.4% |
| Indian WOOD Products CO L | 36.8 | 0.6 | 1.3% |
Revenue has grown every year across all 4 financial years shown. 21% CAGR over 3 years — high-growth territory. Growth is decelerating — latest year grew slower than the year before.
Net profit has risen every year — the hallmark of a compounder. Profit is growing faster than revenue (36% vs 21%) — margin expansion is at work. The latest year saw a +42% swing — check if it's a one-off or structural.
Operating margin has expanded from 21% to 29% — the business is keeping more of each rupee earned.
ROE at 25% — the business earns well above its cost of equity. ROE powered by fat margins — the hallmark of a high-quality franchise with pricing power. Capital efficiency improving — ROE up 5pp across the window.
EPS dropped in the latest year despite possible profit changes — dilution or a profit dip could be at play. Profit grew faster than EPS (36% vs -10%) — share dilution is eroding per-share value. -10% EPS CAGR — this is the rate at which each share's claim on earnings is compounding.
Operating cash flow has been positive every year — the business generates real cash, not just accounting profit. Cash conversion at 0.3× PAT — reported profit isn't translating into cash, raising earnings quality questions. Financing outflows in consecutive years — balance-sheet discipline through debt repayment or dividends.
When operating cash keeps pace with reported profit, earnings are cash-backed; a persistent shortfall is a quality flag.
Revenue fell 30% QoQ — could be seasonality or a genuine slowdown. Wide quarterly swings (31% spread) — likely seasonality, lumpy orders, or project-based revenue.
Profit fell 62% QoQ — one-quarter drops can be noise, but a pattern matters. Quarterly margins are compressing (23% → 15%) — more revenue isn't translating to proportionally more profit.
How today's P/E compares to the stock's own historical range. Dashed line = the 3.6y median.
Promoters hold 72.6% — heavily owner-operated with strong skin in the game.
Produced by a rules-based engine over licensed exchange fundamentals — every sentence above is derived from the numbers shown, no analyst or AI opinion involved. Education and research context, not investment advice. We are not SEBI-registered as an Investment Adviser or Research Analyst.