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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.
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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.
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.
Pidilite Industries Limited is an India-based manufacturer of consumer and industrial specialty chemicals. The Company's segments include Consumer and Bazaar (C&B), Business to Business (B2B), and Others. The C&B segment covers the sale of products mainly to end consumers,…
Weekly engine runs — movement reflects the numbers, not analyst opinion.
A decent, fast-growing business, fully valued.
Pidilite Industries is scored on the general / industrial framework. It keeps a healthy 16.6% of every rupee of sales as net profit. Those profits are backed by real cash — operating cash flow runs 1.14× reported profit. Free cash flow is worth about 1.0% of its market value.
Over the last 3 years revenue compounded at 8%/yr and profit at 24%/yr. Book value has grown 14%/yr. Return on equity is an elite 23.9%. In the latest quarter profit fell 29% versus the prior quarter.
At 66× earnings, the stock sits at the 68th percentile of its own 3.6-year range — the middle of where it has historically traded. Today's price already implies ~24%/yr earnings growth sustained for a decade — a demanding bar. 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 | 59.07 | — | — |
| P/B | 14.32 | 2.66 | worse |
| EV/EBITDA | 38.71 | 9.95 | worse |
| ROE | 23.94 | — | — |
| ROCE | 31.93 | 70.06 | worse |
| ROA | 16.75 | 54 | worse |
| Quick Ratio | 1.9 | 2.26 | worse |
| Peer | P/E | P/B | ROE |
|---|---|---|---|
| SRF | 32.3 | 4.8 | 14.9% |
| Linde India | 118.3 | 13.3 | 11.3% |
| Gujarat Fluorochemicals | 77.4 | 6.1 | 8.0% |
Revenue has grown every year across all 4 financial years shown. 8% CAGR — growing but slowly.
Net profit has risen every year — the hallmark of a compounder. Profit is growing faster than revenue (24% vs 8%) — margin expansion is at work.
Operating margin has expanded from 15% to 22% — the business is keeping more of each rupee earned. The gap between operating and net margin is widening — interest or tax costs are rising.
ROE at 22% — the business earns well above its cost of equity. Capital efficiency improving — ROE up 5pp across the window.
Profit grew faster than EPS (24% 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. Heavy investing spend every year, but operations generate enough to cover it — the business self-funds its growth. 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 6% QoQ — could be seasonality or a genuine slowdown. Run-rate stepping up — recent quarters average 21% above earlier ones.
Profit fell 29% QoQ — one-quarter drops can be noise, but a pattern matters. Quarterly margins are compressing (17% → 14%) — 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 69.2% — 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.