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Kartik Investments Trust Ltd (501151)

Share Analysis – Quality, Valuation Zone, Price Trend & DeciZen Rating BSE: 501151 NSE: Finance - Investment | Small Cap | Kartik Invests.Trust Share Price

₹7,500 48.00 (0.64%)

As on 23-Sep'26 16:59

Kartik Investments Trust Ltd (501151)

Share Analysis – Quality, Valuation Zone, Price Trend & DeciZen Rating BSE: 501151 NSE: Finance - Investment | Small Cap | Kartik Invests.Trust Share Price

₹7,500 48.00 (0.64%)

As on 23-Sep'26 16:59

Key Metrics
Valuation Multiples
Market Cap
₹183 Cr.
Current Price
₹7,500
52-Week Low / High
₹1,196 / 10,742
TTM EPS
-
Book Value per Share
-
P/E Ratio
Industry PE
56.5
Price to Book (P/B)
EV/EBITDA
Dividend Yield
0%
Profitability Efficiency
Return on Equity (ROE)
%
Return on Capital Employed (ROCE)
%
Return on Assets (ROA)
%
Growth Momentum
1-yr vs 3-yr growth
Net Interest Income Growth (1 Year)
Improving versus 3-year growth rate
29250%
Book Value Growth (1 Year)
Improving versus 3-year growth rate
100.5%
Asset Quality
Gross NPA(%)
0.00%
Net NPA(%)
0.00%
TTM Sales
-
Reserves
-
Equity
₹0.2 Cr.
Face Value
₹10
All Time Low / High
₹6.50 / 10741.85

Kartik Investments Trust stock performance

Key Ratios
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Check Before You Invest

Valuation

Overvalued

Price Trend

Weak
Q.1 Is Kartik Investments Trust Ltd a good quality company?
Kartik Investments Trust Ltd is a weak quality company, based on a inconsistent multi-year financial track record.

This assessment is based on the bank’s performance on Total Income growth, Pre-Provision Operating Profit, RoA, RoE, CAR, and Asset Quality, along with how these metrics compare with its long-term averages.

We have analysed the performance of the company on the following:

  • How has it performed on generating Profits?

    By checking its Total Income growth, NPM, PPOP, RoA and RoE compared to its last 5-year median.

  • How efficiently has it grown and managed operations?

    By checking its Total Asset growth.

  • How strong is its Capital position and Asset Quality?

    By checking its Capital Adequacy Ratio (CAR), GNPA and NNPA.

How does Kartik Investments Trust Ltd performance compare with that of its Peers?
Q.1 AUM Growth of Kartik Investments Trust Ltd vs Industry Peers?
Kartik Investments Trust Ltd AUM CAGR is %, compared to the 0-year industry median CAGR of %, indicating stable growth and maintaining its market share.
Q.1 Promoter shareholding and pledge status of Kartik Investments Trust Ltd?
Promoters hold 74.82% of the Kartik Investments Trust Ltd, with 0.00% of their stake pledged, indicating no pledge risk.
Q.1 Stock return of Kartik Investments Trust Ltd over the last decade?
Over the last 9 years, the stock has delivered a CAGR of 38.8% based on the current price.

10 Year X-Ray :

Analysis of Financial Track Record (Data adjusted to bonus, split, extra-ordinary income, rights issue and change in financial year end)

Data adjusted to bonus, split, extra-ordinary income, rights issue and change in financial year end

Data adjusted to bonus, split, extra-ordinary income, rights issue and change in financial year end.

Financial track record gives insight into the company's performance on key parameters over the past ten years. MoneyWorks4me’s proprietary colour codes make it easy for retail investors to gauge the company’s past performance.
Kartik Investments Trust Ltd has not performed well majority of the past ten years indicating its past ten year financial track record is not good
Mar'17Mar'18Mar'19Mar'20Mar'21Mar'22Mar'23Mar'24Mar'25Mar'26TTM
Operating Income (₹ Cr.)0.1000000005.96
YoY Gr. Rt. %--17.3%0%-46.5%-4.4%-95.5%2200%73.9%-42.5%25421.7%-
Adj EPS (₹ ) 1.4-01.2-0.3-0.7-1.8-1-0.2-1.1209211.7
YoY Gr. Rt. %--102.2%NA-120.8%NANANANANANA-
BVPS (₹ )48.7103.797.1106.1134139164.9183.3172.1345347.3
YoY Gr. Rt. %-113%-6.4%9.3%26.3%3.8%18.6%11.2%-6.1%100.5%-
To view Net Profit/Total Funds (%) Colour Rating Guide click here
Net Profit/Total Funds (%)2.8-01-0.2-0.5-1.1-0.5-0.1-0.568.30

CAGR

9 Years 5 Years 3 Years 1 Years
Net Interest Income69.1%205.7%534.3%25421.7%
Adj EPS74.7%NANANA
BVPS24.3%20.8%27.9%100.5%
Share Price 38.9% 64.8% 143.3% 556.7%

Key Financial Ratios

RATIOS \ YEARSMar'17Mar'18Mar'19Mar'20Mar'21Mar'22Mar'23Mar'24Mar'25Mar'26TTM
Margins
Net Profit Margin (%)64.4-1.768.1-26.6-75.4-3890.9-106.6-14.1-111.286.986.5
Performance Ratios To view Performance Ratios Colour Rating Guide click here
Return on Equity (%)2.9-01.2-0.2-0.6-1.3-0.7-0.1-0.680.861.7

Valuation of Kartik Invests.Trust - Consolidated

YTD 1Y 3Y 5Y 10Y Max
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YTD 1Y 3Y 5Y 10Y Max
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Analyst's Notes

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Management X-Ray

Shareholding Pattern

Promoter's Holding & Share Pledging

Pledged *0.000.000.000.000.000.000.000.000.000.00
* Pledged shares as % of Promoter's holding (%)

Financials

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Announcements

Kartik Investments Trust Ltd FAQs

The current trading price of Kartik Invests.Trust on 23-Sep-2026 16:59 is ₹7,500.

Market capitalization or market cap is determined by multiplying the current market price of a company's shares with the total number of shares outstanding. As of 22-Sep-2026 the market cap of Kartik Invests.Trust stood at ₹183.0 Cr

The latest P/E ratio of Kartik Invests.Trust as of 22-Sep-2026 is 35.43.

The latest P/B ratio of Kartik Invests.Trust as of 22-Sep-2026 is 21.60.

The 52-week high of Kartik Invests.Trust is ₹10,741.9 and the 52-week low is ₹1,196.3.

The TTM revenue is Trailing Twelve Months sales. The TTM revenue/sales of Kartik Invests.Trust is ₹5.87 ( Cr.) .

Past 10 year’s financial track record analysis by Moneyworks4me indicates that Kartik Investments Trust Ltd is a below average quality company.

The key valuation ratios of Kartik Investments Trust Ltd's currently when compared to its past seem to suggest it is in the Overvalued zone.

The Price Trend analysis by MoneyWorks4Me indicates it is Weak which suggest that the price of Kartik Investments Trust Ltd is likely to Fall in the short term. However, please check the rating on Quality and Valuation before investing.

About Kartik Investments Trust Ltd

Kartik Investments Trust is engaged in the business of dealing in investments. The company is based in Chennai, India.

The registered office of the company is at Parry House, 2Nd Floor, No 43 Moore Street Parrys Chennai,Tamil Nadu-600001 .

List of Promoters of the Company belonging to the Murugappa Group  pursuant  to  Regulation  3(1)(e)(i)  of SEBI  (Substantial  Acquisition  of  Shares& Takeovers) Regulations, 1997.

Names:

BID Parry (India) Limited and subsidiaries
Silk Road Sugar Private Limited
New Ambadi Estates Private Limited & subsidiaries
Ambadi Enterprises Limited & subsidiaries
Tube Investments of India Limited & subsidiaries
Til Financial Holdings Limited
Til Shareholding Trust
Presmet Private Limited
Carborundum Universal Limited & subsidiaries
Laserwords Private Limited & subsidiaries
Cholamandalam DBS Finance Limited & subsidiaries
Coromandel Engineering Company Limited
Cholamandalam Factoring Ltd.
Murugappa Educational & Medical Foundation
AMM Arunachalam & Sons Private Limited
AMM Vellayan Sons Private Limited
M M Muthiah Sons Private Limited
Murugappa & Sons
Yelnoorkhan Group Estates
Kadamane Estates Company
MM Muthiah Research Foundation
A R Lakshmi Achi Trust
AMM Foundation
AMM Medical Foundation
M V Murugappan & Family
M V Subbiah & Family
S Vellayan & Family
A Vellayan & Family
A Venkatachalam & Family
M M Murugappan & Family
M M Venkatachalam & Family
M A Alagappan & Family
Arun Alagappan & Family
MAM Arunachalam & Family
Any company / entity promoted or controlled by the above

Family for this purpose includes spouse, dependent children and parents.

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