Check Before You Invest : Jackson Investments Ltd

BSE: 538422 NSE: ISIN: INE508N01025

| Sector: BFSI | Industry: Finance - Investment

Snapshot

Q.1 Which industry/sub-sector does Jackson Investments Ltd belong to?

Jackson Investments Ltd belongs to the BFSI sector, operating specifically within the Finance - Investment segment.

Q.2 Is Jackson Investments Ltd a good quality company?

Jackson Investments Ltd is a quality company, based on a 10-year financial track record.

Q.3 Is Jackson Investments Ltd undervalued or overvalued?

Jackson Investments Ltd appears Fair, as its key valuation ratios are in line with their past averages.

Q.4 Is Jackson Investments Ltd a good buy now?

Jackson Investments Ltd is not a good buy now, based on weak price trend analysis suggesting prices may fall. However, you need to check its quality and valuation before making a decision

Performance Analysis

Q.1 Total Income growth of Jackson Investments Ltd?

Jackson Investments Ltd Operating Income growth is -1.67% for FY-2025, which is above its 5-year CAGR of -6.82%, indicating faster growth.

Q.2 Return on Assets of Jackson Investments Ltd?

Jackson Investments Ltd Return on Asset is -3.1%, which is below its 5-year historical median of 0.3%, indicating deteriorated earnings on assets.

	Current Level	5-year Historic Median
NPM%	-144.95	7.96
PPOP%	-466.67	5.88
RoA%	-3.1	0.3

Q.3 Return on Equity (ROE) of Jackson Investments Ltd?

Jackson Investments Ltd Return on Equity is -3.1% for FY-2025, which is below its 5-year historical median of 0.3%, indicating the business is making worse use of its shareholders capital.

Q.4 Pre-provisioning operating profit margin of Jackson Investments Ltd?

Jackson Investments Ltd Pre-provisioning operating profit margin, which is the bank’s core operating profit before provisioning for bad loans, is -466.67% for FY-2025, which is below its 5-year median(5.88%), indicating decreasing margins.

Q.5 Net Profit Margin of Jackson Investments Ltd?

Jackson Investments Ltd Net Profit Margin, which is the difference between the rate of interest earned on assets and the rate of interest paid on liabilities, is -144.95% for FY-2025, which is below its 5-year median( 7.96%), indicating decreasing margins.

Q.6 Total Asset growth of Jackson Investments Ltd?

Jackson Investments Ltd Total Asset growth is -3.05% for FY-2025, which is below its 5-year CAGR of -2.62%, indicating slower growth.

Ownership & governance

Q.1 Promoter shareholding and pledge status of Jackson Investments Ltd?

Promoters hold 0.00% of the Jackson Investments Ltd, with 0.00% of their stake pledged, indicating no pledge risk.

Peer comparison (industry-wise, mcap)

Q.1 AUM Growth of Jackson Investments Ltd vs Industry Peers?

Jackson Investments Ltd AUM CAGR is -2.62%, compared to the 5-year industry median CAGR of 9.45%, indicating slower growth and losing its market share.

Q.2 Profit metrics (NPM, PPOP, RoA) of Jackson Investments Ltd vs industry peers

Jackson Investments Ltd profit metrics are below the industry median level of -0.88%, indicating weaker profitability compared to peers.

Profit Metrics

	Current Level	5-year Industry Median
NPM%	-144.95	9.95
PPOP%	-466.67	-13.4
RoA%	-3.1	0.8

Q.3 Operating efficiency of Jackson Investments Ltd vs industry peers?

Jackson Investments Ltd ROCE (0.3) is below the industry median of (1.9); while the current ROE (0.3) are below than the 5-year average Industry ROE (1.2). This shows that the business is positioned in the bottom quartile of the industry.

Operating Efficiency

	Current Level	5-year Industry Median
NPM%	-144.95	9.95
PPOP%	-466.67	-13.4
RoA%	-3.1	0.8
ROCE%	-3.1	1.9
ROE%	-3.1	1.2

Valuation & price assessment

Q.1 Stock return of Jackson Investments Ltd over the last decade?

Over the last 9 years, the stock has delivered a CAGR of -29.2% based on the current price.

Q.2 What return has the stock given over the last decade?

	9Y	5Y	3Y	1Y
Share Price CAGR	-29.2%	19.9%	35.2%	2.2%

Q.3 How do the current valuation ratios compare with 5-year historical median and industry numbers?

Valuation Ratios	Current	5-year Historic Median	5-year Industry Median
Price to Earnings	-	26.81	33.72
Price to Book	0.5	0.47	0.94
Price to Sales	23.4	23.40	12.44
EV to EBITDA	-18.52	9.56	9.97

Q.4 Valuation ratios of Jackson Investments Ltdvs historical and industry averages?

The current Price to book ratio (P/B) 0.5% is higher than its historical median of 0.47%, indicating that at the current price the stock is overvalued. However, you need a deeper analysis to make a better judgement.

Strategic outlook

Q.1 Does its ROIC exceed its WACC?

Jackson Investments Ltd return on invested capital (ROIC) is -3.11% for FY-2025, is lower than its estimated weighted average cost of capital (WACC) of 14%, indicating value erosion.

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