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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.
SBC Exports Limited is an India-based company, which is engaged in the trading and manufacturing of garments, manpower supply services and tour operator services. It is also engaged in providing information technology (IT) services. It operates through three segments: IT…
Weekly engine runs — movement reflects the numbers, not analyst opinion.
A decent, fast-growing business, priced for perfection — but flagged on governance.
SBC EXPORTS LIMITED is scored on the general / industrial framework. It keeps a slim 6.1% of every rupee of sales as net profit. Cash conversion lags the reported profit (CFO/PAT -2.86×) — worth a closer look. Free cash flow is worth about -2.6% of its market value.
Over the last 3 years revenue compounded at 28%/yr and profit at 54%/yr. Book value itself has compounded 33%/yr — the hallmark of a genuine compounder. Return on equity is an elite 38.2%. In the latest quarter profit grew 19% versus the prior quarter.
At 130× earnings, the stock sits at the 100th percentile of its own 3.6-year range — the expensive end of where it has historically traded. Today's price already implies ~29%/yr earnings growth sustained for a decade — a demanding bar. The forensic screen raises a red flag: Only ₹-2.86 of cash per ₹1 profit over 4 years — earnings not converting to cash.
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 | 85.85 | 16.55 | worse |
| P/B | 32.62 | — | — |
| EV/EBITDA | 53.8 | — | — |
| ROE | 38.16 | 14.64 | better |
| ROCE | 15.22 | 14.74 | better |
| ROA | 6.68 | 11.21 | worse |
| Quick Ratio | 0.88 | 1.61 | worse |
| Peer | P/E | P/B | ROE |
|---|---|---|---|
| Grasim Industries | 19.5 | 2.1 | 4.8% |
| Welspun India | 51.6 | 4.5 | 8.6% |
| Vardhman Textiles | 14.3 | 1.3 | 7.1% |
Revenue has grown every year across all 4 financial years shown. 28% 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 (54% vs 28%) — margin expansion is at work. The latest year saw a +89% swing — check if it's a one-off or structural.
Operating margin has expanded from 5% to 8% — the business is keeping more of each rupee earned.
ROE at 32% — the business earns well above its cost of equity. High ROE despite single-digit margins — an asset-turn play with high capital velocity. Capital efficiency improving — ROE up 11pp across the window.
Profit grew faster than EPS (54% vs 17%) — share dilution is eroding per-share value. 17% EPS CAGR — this is the rate at which each share's claim on earnings is compounding.
4 of 4 years had negative operating cash flow — profitability on paper may not translate to cash. Investing outflows exceed operating cash — the company relies on external funding to finance expansion.
When operating cash keeps pace with reported profit, earnings are cash-backed; a persistent shortfall is a quality flag.
Revenue rose 36% sequentially — momentum is building. Wide quarterly swings (36% spread) — likely seasonality, lumpy orders, or project-based revenue. Run-rate stepping up — recent quarters average 15% above earlier ones.
Profit jumped 19% QoQ — check if this is operating leverage or a one-off item. Quarterly margins are compressing (10% → 7%) — 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.
Promoter holding at 51.0% — majority control intact.
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.