💡 Did you know?
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.
Kirloskar Industries Limited is an India-based holding company. The Company operates across various sectors, including agriculture, manufacturing, food and beverage, oil and gas, infrastructure, and real estate. Its segments include Wind power generation, Investments…
Weekly engine runs — movement reflects the numbers, not analyst opinion.
A decent, slow-growing business, reasonably priced.
Kirloskar Industries is scored on the general / industrial framework. It keeps a slim 7.4% of every rupee of sales as net profit. Those profits are backed by real cash — operating cash flow runs 1.72× reported profit. It throws off free cash worth 11.2% of its market value — a strong free-cash yield.
Over the last 3 years revenue compounded at 2%/yr and profit at 3%/yr. Book value itself has compounded 19%/yr — the hallmark of a genuine compounder. Return on equity is a modest 8.2%. In the latest quarter profit fell 34% versus the prior quarter.
At 16× earnings, the stock sits at the 25th percentile of its own 3.6-year range — the cheap end of where it has historically traded. Today's price asks for only ~-1%/yr growth over a decade — undemanding expectations. 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 | 10.07 | — | — |
| P/B | 0.57 | — | — |
| EV/EBITDA | 5 | 12.75 | better |
| ROE | 8.21 | 10.19 | worse |
| ROCE | 8.42 | 12.02 | worse |
| ROA | 2.51 | 4.74 | worse |
| Quick Ratio | 0.93 | 3.69 | worse |
| Peer | P/E | P/B | ROE |
|---|---|---|---|
| Bajaj Finance | 30.6 | 5.5 | 17.6% |
| Bajaj Finserv | 13.6 | 3.5 | 12.7% |
| Shriram Finance | 17.8 | 2.0 | 11.4% |
2% CAGR — growing but slowly.
The latest year saw a +65% swing — check if it's a one-off or structural.
Operating margin has compressed from 10% to 7% — costs or competition are eating into profitability. Interest or tax burden is shrinking — more of the operating profit is reaching the bottom line. Margins have declined for 2 consecutive years — watch for a structural cost problem.
ROE at 6% — modest; the capital isn't working hard. Low variance across years — a predictable business that earns steadily on its equity base.
Profit grew faster than EPS (3% vs -1%) — share dilution is eroding per-share value. -1% 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 1.7× PAT — earnings are well-backed by cash; strong accrual quality. Heavy investing spend every year, but operations generate enough to cover it — the business self-funds its growth.
When operating cash keeps pace with reported profit, earnings are cash-backed; a persistent shortfall is a quality flag.
Revenue broadly flat QoQ — stable but not accelerating.
Profit fell 34% QoQ — one-quarter drops can be noise, but a pattern matters.
How today's P/E compares to the stock's own historical range. Dashed line = the 3.6y median.
Promoters hold 71.9% — 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.