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.
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.
SML Mahindra Limited, formerly SML Isuzu Limited, is an India-based company, which is engaged in the business of manufacturing and sale of commercial vehicles and their parts. The Company's product categories include buses, trucks, and special applications vehicles. Its bus…
Weekly engine runs — movement reflects the numbers, not analyst opinion.
A high-quality, fast-growing business, fully valued.
SML Isuzu is scored on the general / industrial framework. It keeps a slim 5.6% of every rupee of sales as net profit. Cash broadly tracks reported profit (CFO/PAT 0.98×). Free cash flow is worth about 1.2% of its market value.
Over the last 3 years revenue compounded at 16%/yr and profit at 101%/yr. Book value itself has compounded 43%/yr — the hallmark of a genuine compounder. Return on equity is an elite 26.3%. In the latest quarter profit grew 17% versus the prior quarter.
At 48× earnings, the stock sits at the 61st percentile of its own 3.6-year range — the middle of where it has historically traded. Today's price already implies ~22%/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 | 51.63 | 25.24 | worse |
| P/B | 13.56 | 6.75 | worse |
| EV/EBITDA | 27.27 | 13.58 | worse |
| ROE | 26.26 | 19.65 | better |
| ROCE | 34.69 | 19.98 | better |
| ROA | 12.61 | 13.64 | worse |
| Quick Ratio | 0.42 | 0.85 | worse |
| Peer | P/E | P/B | ROE |
|---|---|---|---|
| Maruti Suzuki | 29.8 | 3.7 | 12.3% |
| Mahindra & Mahindra | 19.1 | 4.2 | 19.8% |
| Bajaj Auto | 23.4 | 8.2 | 35.7% |
Revenue has grown every year across all 4 financial years shown. 16% CAGR over 3 years — steady double-digit compounder. Growth is accelerating — latest year outpaced the prior year's rate.
Net profit has risen every year — the hallmark of a compounder. Profit is growing faster than revenue (100% vs 16%) — margin expansion is at work. The latest year saw a +31% swing — check if it's a one-off or structural.
Operating margin has expanded from 1% to 8% — 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 31% — 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 20pp across the window.
EPS has grown every year — each share earns more than the last, consistently. 100% EPS CAGR — this is the rate at which each share's claim on earnings is compounding.
1 of 4 years had negative operating cash flow — profitability on paper may not translate to cash. 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 rose 6% sequentially — momentum is building. Wide quarterly swings (44% spread) — likely seasonality, lumpy orders, or project-based revenue. Run-rate stepping up — recent quarters average 69% above earlier ones.
Profit jumped 17% QoQ — check if this is operating leverage or a one-off item. Quarterly net margins are expanding (4% → 7%) — profitability per rupee of revenue is improving.
How today's P/E compares to the stock's own historical range. Dashed line = the 3.6y median.
Promoter holding at 59.0% — majority control intact. FIIs have accumulated for 3 straight quarters — sustained foreign institutional conviction. Both FII and MF added last quarter — broad institutional confidence.
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.