Is Kartik Investments Trust Ltd (501151) a good quality company?

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

Is Kartik Investments Trust Ltd (501151) undervalued or overvalued?

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 .

What is Kartik Investments Trust Ltd (501151) share price return in the past 10 years?

Kartik Investments Trust Ltd share price has appreciated 36.5% annually (CAGR) over the past ten years.

Is Kartik Investments Trust Ltd (501151) a good buy now?

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.

What is the share price of Kartik Investments Trust Ltd (501151)?

Company share prices are keep on changing according to the market conditions. The current trading price of Kartik Investments Trust Ltd (501151) on 30-Apr-2026 16:59:59 at 16:59 is 6280.75.

What is the P/E ratio of Kartik Investments Trust?

The latest standalone P/E ratio of Kartik Investments Trust as of 30-Apr-2026 is 30.19.

What is the P/B ratio of Kartik Investments Trust Ltd (501151)?

The latest standalone P/B ratio of Kartik Investments Trust Ltd (501151) as of 30-Apr-2026 is 15.40.

What is the 52-week high and low of Kartik Investments Trust Ltd (501151)?

The 52-week high of Kartik Investments Trust Ltd (501151) is Rs. 6280.75 and the 52-week low is Rs. 1036.00.

Kartik Investments Trust Ltd (501151) Share Analysis – Quality, Valuation Zone & Price Trend & DeciZen Rating

Name: Kartik Investments Trust Ltd (501151)
Brand: Kartik Investments Trust

Kartik Investments Trust Ltd (501151) Share Analysis – Quality, Valuation Zone, Price Trend & DeciZen Rating

Kartik Investments Trust Ltd (501151)

BSE: 501151 NSE:

Key Metrics

Market Cap

₹153 Cr.

Earnings Per Share (TTM)

₹208.07

P/E Ratio

30.19

Price to Book (P/B)

15.40

EV/EBITDA

25.93

Current Price

₹6,280.8

Return on Capital Employed (ROCE)

-0.60%

Return on Equity (ROE)

-0.60%

Return on Assets (ROA)

-0.49%

Gross NPA(%)

0.00

Book Value per Share

₹407.9

Net NPA(%)

0.00

Dividend Yield

0.00%

Net Interest Income Growth (1 Year)

-50%

Net Interest Income Growth (3 Years)

NA%

52-Week Low / High

₹1,036 / 6,281

Book Value Growth (1 Year)

-6.11%

Book Value Growth (3 Years)

7.37%

Check Before You Invest

Q.1 Does its ROIC exceed its WACC?

Kartik Investments Trust Ltd return on invested capital (ROIC) is -0.6% for FY-2025, is lower than its estimated weighted average cost of capital (WACC) of 14%, indicating value erosion.

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 36.5% based on the current price.

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

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

Q.1 Total Income growth of Kartik Investments Trust Ltd?

Kartik Investments Trust Ltd Operating Income growth is -50% for FY-2025, which is below its 5-year CAGR of 0%, indicating slower growth.

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 AUM Growth of Kartik Investments Trust Ltd vs Industry Peers?

Kartik Investments Trust Ltd AUM CAGR is 10.76%, compared to the 5-year industry median CAGR of 9.45%, indicating faster growth and gaining its market share.

DeciZen - make an informed investing decision on Kartik Invests.Trust

Based on:

Data

Overall Rating ⓘ
Login to view analysis. M-Cap below 500cr. High Risk from low Liquidity

1. Quality

2. Valuation ⓘ

3. Price Trend

Kartik Investments Trust stock performance

Key Ratios

Is Kartik Investments Trust Ltd an attractive stock to invest in?

10 Year X-Ray : Login to view analysis.

Analysis of Financial Track Record

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

	Mar'16	Mar'17	Mar'18	Mar'19	Mar'20	Mar'21	Mar'22	Mar'23	Mar'24	Mar'25	TTM
Operating Income (₹ Cr.)	0	0.1	0	0	0	0	0	0	0	0	6
YoY Gr. Rt. %	-	150%	-20%	0%	-50%	0%	-100%	NA	100%	-50%	-
Adj EPS (₹ )	-0.2	1.4	-0	1.2	-0.3	-0.7	-1.8	-1	-0.2	-1.1	208.1
YoY Gr. Rt. %	-	NA	-102.2%	NA	-120.8%	NA	NA	NA	NA	NA	-
BVPS (₹ )	47.3	48.7	103.7	97.1	106.1	134	139	164.9	183.3	172.1	407.9
YoY Gr. Rt. %	-	2.9%	113%	-6.4%	9.3%	26.3%	3.8%	18.6%	11.2%	-6.1%	-
To view Net Profit/Total Funds (%) Colour Rating Guide click here ⓘ
Net Profit/Total Funds (%)	-0.3	2.8	-0	1	-0.2	-0.5	-1.1	-0.5	-0.1	-0.5	0

CAGR ⓘ

CAGR Colour Code Guide ⓘ


	9 Years	5 Years	3 Years	1 Years
Net Interest Income	0%	0%	NA	-50%
Adj EPS	NA	NA	NA	NA
BVPS	15.4%	10.2%	7.4%	-6.1%
Share Price	36.5%	55.4%	119.4%	536.4%

Key Financial Ratios


RATIOS \ YEARS	Mar'16	Mar'17	Mar'18	Mar'19	Mar'20	Mar'21	Mar'22	Mar'23	Mar'24	Mar'25	TTM
Margins
Net Profit Margin (%)	-18.8	64.4	-1.7	68.1	-26.6	-75.4	-3890.9	-106.6	-14.1	-111.2	85.1
Performance Ratios	To view Performance Ratios Colour Rating Guide click here ⓘ
Return on Equity (%)	-0.4	2.9	-0	1.2	-0.2	-0.6	-1.3	-0.7	-0.1	-0.6	48.8

Recent Performance Summary

Latest Financials

	Standalone	Consolidated
TTM EPS (₹)	208.1	-
TTM Sales (₹ Cr.)	5.9	-
BVPS (₹) ⓘ	407.9	-
Reserves (₹ Cr.) ⓘ	10	-
P/BV ⓘ	15.40	-
PE ⓘ	30.19	-

From the Market
52 Week Low / High (₹)	1036.00 / 6280.75
All Time Low / High (₹)	6.50 / 5981.70
Market Cap (₹ Cr.)	153
Equity (₹ Cr.)	0.2
Face Value (₹)	10
Industry PE ⓘ	51

Management X-Ray

Shareholding Pattern

Promoter's Holding & Share Pledging

Pledged ^*

0.00

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

Valuation of Kartik Invests.Trust - Standalone Basis

YTD 1Y 3Y 5Y 10Y Max

Analyst's Notes

No data found!

Key Ratios

Adj EPS (Rs.)

Total Income (Cr.)

ROE (%)

BVPS (Rs.)

Profit And Loss

(All Figures are in Crores.)

PARTICULARS	Mar'16	Mar'17	Mar'18	Mar'19	Mar'20	Mar'21	Mar'22	Mar'23	Mar'24	Mar'25
Income +	0	0	0	0	0	0	0	0	0	0
Interest Income	0	0	0	0	0	0	0	0	0	0
Other Income ⓘ	0	0	0	0	0	0	0	0	0	0
Exceptional Items ⓘ	0	0	0	0	0	0	0	0	0	0
Expenditure ⓘ +	0	0	0	0	0	0	0	0	0	0
Interest Expense ⓘ	0	0	0	0	0	0	0	0	0	0
Operating Expenses ⓘ	0	0	0	0	0	0	0	0	0	0
Provisions	0	0	0	0	0	0	0	0	0	0
Exceptional Items ⓘ	0	0	0	0	0	0	0	0	0	0
Profit Before Tax ⓘ	-0	0	-0	0	-0	-0	-0	-0	-0	-0
Taxes ⓘ	0	0	0	0	0	0	0	0	0	0
Profit After Tax	-0	0	-0	0	-0	-0	-0	-0	-0	-0
Adjusted EPS (₹)	-0.2	1.4	-0.0	1.2	-0.3	-0.7	-1.8	-1.0	-0.2	-1.1
Dividend Payout Ratio (%)	0%	0%	0%	0%	0%	0%	0%	0%	0%	0%

Balance Sheet

(All Figures are in Crores.)

PARTICULARS	Mar'16	Mar'17	Mar'18	Mar'19	Mar'20	Mar'21	Mar'22	Mar'23	Mar'24	Mar'25
Equity and Liabilities
Equity Capital +	1	1	3	2	3	3	3	4	4	4
Share Capital ⓘ	0	0	0	0	0	0	0	0	0	0
Reserves ⓘ	1	1	2	2	2	3	3	4	4	4
Short term borrowings	0	0	0	0	0	0	0	0	0	0
Long Term Borrowings	0	0	0	0	0	1	1	1	1	1
Current Liabilities	0	0	0	0	0	0	0	0	0	0
Trade Payables	0	0	0	0	0	0	0	0	0	0
Other Liabilities	-0	-0	-0	-0	-0	-0	-0	-0	-0	-0
Total Liabilities ⓘ	1	1	3	3	3	4	4	5	5	5
Assets
Non Current Asset +	1	1	2	2	2	3	4	4	5	5
Loan Asset	0	0	0	0	0	0	0	0	0	0
Other Non Current Asset ⓘ	1	1	2	2	2	3	4	4	5	5
Current Asset +	1	1	1	1	1	1	1	1	1	1
Current Investment	0	0	0	0	0	0	0	0	0	0
Other Current Asset	1	1	1	1	1	1	1	1	1	1
Total Assets ⓘ	1	1	3	3	3	4	4	5	5	5

Cash Flow

(All Figures are in Crores.)

PARTICULARS	Mar'16	Mar'17	Mar'18	Mar'19	Mar'20	Mar'21	Mar'22	Mar'23	Mar'24	Mar'25
Cash Flow From Operating Activity ⓘ	-0	-0	-0	0	-0	-0	-0	-0	-0	-0
Cash Flow From Investing Activity ⓘ	0	0	0	-0	0	0	0	0	0	0
Cash Flow From Financing Activity ⓘ	0	0	0	0	0	0	0	0	0	0
Net Cash Flow ⓘ	-0	0	0	-0	0	0	-0	0	0	0

Finance Ratio

PARTICULARS	Mar'16	Mar'17	Mar'18	Mar'19	Mar'20	Mar'21	Mar'22	Mar'23	Mar'24	Mar'25
Operational & Financial Ratios
EPS (₹)	-0.20	1.40	-0	1.20	-0.30	-0.70	-1.80	-1	-0.20	-1.10
DPS (₹)	0	0	0	0	0	0	0	0	0	0
BVPS (₹)	47.3	48.7	103.7	97.1	106.1	134	139	164.9	183.3	172.1
Performance Ratios
ROA (%)	-0.3	2.8	-0.0	1.0	-0.2	-0.5	-1.1	-0.5	-0.1	-0.5
ROE (%)	-0.4	2.9	-0.0	1.2	-0.2	-0.6	-1.3	-0.7	-0.1	-0.6
ROCE (%)	-0.2	2.9	-0.0	1.2	-0.2	-0.5	-1.3	-0.7	-0.1	-0.6
Valuation Parameters
Price/Book(x)	0.0	0.0	0.0	6.0	0.0	0.0	0.0	3.6	4.1	5.7

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Announcements

Kartik Investments Trust Ltd FAQs

The current trading price of Kartik Invests.Trust on 30-Apr-2026 16:59 is ₹6,280.8.

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 29-Apr-2026 the market cap of Kartik Invests.Trust stood at ₹153.2 Cr

The latest P/E ratio of Kartik Invests.Trust as of 29-Apr-2026 is 30.19.

The latest P/B ratio of Kartik Invests.Trust as of 29-Apr-2026 is 15.40.

The 52-week high of Kartik Invests.Trust is ₹6,280.8 and the 52-week low is ₹1,036.

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

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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Kartik Investments Trust Ltd (501151) Share Analysis – Quality, Valuation Zone, Price Trend & DeciZen Rating

Kartik Invests.Trust Share Price