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SW Investments Ltd (503659)

Share Analysis – Quality, Valuation Zone, Price Trend & DeciZen Rating BSE: 503659 NSE: Finance - Investment | Small Cap | SW Investments Share Price

₹95.48 0.00 (0.00%)

As on 25-May'26 16:59

SW Investments Ltd (503659)

Share Analysis – Quality, Valuation Zone, Price Trend & DeciZen Rating BSE: 503659 NSE: Finance - Investment | Small Cap | SW Investments Share Price

₹95.48 0.00 (0.00%)

As on 25-May'26 16:59

Key Metrics
Valuation Multiples
Market Cap
₹9 Cr.
Current Price
₹95.5
52-Week Low / High
₹74 / 111
TTM EPS
₹2.6
Book Value per Share
₹92.2
P/E Ratio
36.26
Lower than its 5-year historical median
Industry PE
53.5
Price to Book (P/B)
1.04
Higher than its 5-year historical median
EV/EBITDA
26.45
Lower than its 5-year historical median
Dividend Yield
0.00%
Profitability Efficiency
Return on Equity (ROE)
1.03%
Return on Capital Employed (ROCE)
1.37%
Return on Assets (ROA)
1.02%
Growth Momentum
1-yr vs 3-yr growth
Net Interest Income Growth (1 Year)
Improving versus 3-year growth rate
130%
Book Value Growth (1 Year)
Slowing versus 3-year growth rate
0.69%
Asset Quality
Gross NPA(%)
0.00%
Net NPA(%)
0.00%
TTM Sales
₹0.4 Cr.
Reserves
₹7 Cr.
Equity
₹0.9 Cr.
Face Value
₹10
All Time Low / High
₹9.00 / 372.75

SW Investments stock performance

Key Ratios
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Check Before You Invest

M-Cap below 100cr DeciZen not available

Q.1 Is SW Investments Ltd a good quality company?
SW Investments Ltd is a quality company, based on a 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 SW Investments Ltd performance compare with that of its Peers?
Q.1 AUM Growth of SW Investments Ltd vs Industry Peers?
SW Investments Ltd AUM CAGR is 5.34%, compared to the 5-year industry median CAGR of 9.27%, indicating slower growth and losing its market share.
Q.1 Promoter shareholding and pledge status of SW Investments Ltd?
Promoters hold 42.78% of the SW Investments Ltd, with 0.00% of their stake pledged, indicating no pledge risk.
Q.1 Stock return of SW Investments Ltd over the last decade?
Over the last 9 years, the stock has delivered a CAGR of -6.3% based on the current price.

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)

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.
SW Investments Ltd has not performed well majority of the past ten years indicating its past ten year financial track record is not good
Mar'16Mar'17Mar'18Mar'19Mar'20Mar'21Mar'22Mar'23Mar'24Mar'25TTM
Operating Income (₹ Cr.)0.50.50.5351.60.400.10.10.20
YoY Gr. Rt. %-2.9%0.2%6969.1%-95.4%-77.7%-87.3%117.4%0%130%-
Adj EPS (₹ ) 2.72.52.74.70.41.63.20.30.60.92.6
YoY Gr. Rt. %--8.2%6.9%77.7%-91.3%300%93.9%-90.6%86.7%57.1%-
BVPS (₹ )55.157.259.664.164.265.874.574.385.786.392.2
YoY Gr. Rt. %-3.9%4.1%7.6%0.1%2.5%13.2%-0.3%15.3%0.7%-
To view Net Profit/Total Funds (%) Colour Rating Guide click here
Net Profit/Total Funds (%)4.64.24.57.50.62.34.20.40.710

CAGR

9 Years 5 Years 3 Years 1 Years
Net Interest Income-7.9%-32.4%71%130%
Adj EPS-11.7%16.5%-34.8%57.1%
BVPS5.1%6.1%5%0.7%
Share Price -6.3% 33.9% 27.4% 9.9%

Key Financial Ratios

RATIOS \ YEARSMar'16Mar'17Mar'18Mar'19Mar'20Mar'21Mar'22Mar'23Mar'24Mar'25TTM
Margins
Net Profit Margin (%)50.745.248.21.22.340.6621.726.850.134.655
Performance Ratios To view Performance Ratios Colour Rating Guide click here
Return on Equity (%)54.44.57.60.62.54.50.40.713

Profit And Loss

(All Figures are in Crores.)
PARTICULARSMar'16Mar'17Mar'18Mar'19Mar'20Mar'21Mar'22Mar'23Mar'24Mar'25
Income + 0.490.510.50351.640.650.580.190.160.28
Interest Income0.480.490.4934.991.630.360.050.100.100.23
Other Income 0000000000
Exceptional Items 0.010.010.010.010.010.290.540.090.060.05
Expenditure + 0.130.190.1834.431.590.460.200.160.130.18
Interest Expense 0000.0500.020000
Operating Expenses 0.130.190.1834.381.590.440.200.160.130.18
Provisions 0000000000
Exceptional Items 0000000000
Profit Before Tax 0.360.310.320.580.050.190.380.040.040.11
Taxes 0.110.090.080.150.010.040.100.01-0.010.03
Profit After Tax 0.240.220.240.420.040.150.290.030.050.08
Adjusted EPS (₹)2.72.52.74.70.41.63.20.30.60.9
Dividend Payout Ratio (%)18.50%0%0%0%0%0%0%0%0%0%

Valuation of SW Investments - Standalone

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

data not found
No data found!

Balance Sheet

(All Figures are in Crores.)
PARTICULARSMar'16Mar'17Mar'18Mar'19Mar'20Mar'21Mar'22Mar'23Mar'24Mar'25

Equity and Liabilities

Equity Capital +4.965.155.365.775.785.926.716.697.717.77
Share Capital 0.900.900.900.900.900.900.900.900.900.90
Reserves 4.064.254.464.874.885.025.815.796.816.87
Short term borrowings0000000000
Long Term Borrowings0.23000.0500.720000
Current Liabilities 0.200.110.080.060.290.120.080.040.050.10
Trade Payables0.010.020.010.010.050.070.050.010.020.06
Other Liabilities-0.01-0.02-0.01-0.01-0.05-0.07-0.05-0.01-0.02-0.06
Total Liabilities 5.395.265.445.886.066.756.786.737.767.86

Assets

Non Current Asset +0.470.210.190.170.192.236.025.986.967.53
Loan Asset 0000000000
Other Non Current Asset 0.470.210.190.170.192.236.025.986.967.53
Current Asset +4.925.055.265.715.874.520.760.750.790.33
Current Investment0000000000
Other Current Asset4.925.055.265.715.874.520.760.750.790.33
Total Assets 5.395.265.445.886.066.756.786.737.767.86

Cash Flow

(All Figures are in Crores.)
PARTICULARSMar'16Mar'17Mar'18Mar'19Mar'20Mar'21Mar'22Mar'23Mar'24Mar'25
Cash Flow From Operating Activity 0.060.070.02-0.09-05.75-0.83-1.230.054.52
Cash Flow From Investing Activity 0.010.010.010.010.01-2.05-2.891.230-5
Cash Flow From Financing Activity -0.05-0.05000-3.683.680-0.040.49
Net Cash Flow 0.020.030.03-0.080.010.01-0.04-00.010.01

Financial Ratio

PARTICULARSMar'16Mar'17Mar'18Mar'19Mar'20Mar'21Mar'22Mar'23Mar'24Mar'25

Operational & Financial Ratios

EPS (₹)2.702.502.704.700.401.603.200.300.600.90
DPS (₹)0.50000000000
BVPS (₹)55.157.259.664.164.265.874.574.385.786.3

Performance Ratios

ROA (%)4.64.24.57.50.62.34.20.40.71.0
ROE (%)5.04.44.57.60.62.54.50.40.71.0
ROCE (%)7.36.26.111.30.93.55.70.50.51.4

Valuation Parameters

Price/Book(x)3.32.50.50.30.00.00.80.40.70.9

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 (%)

Top 5 Mutual Funds Holding

Last Visited Stocks

Announcements

SW Investments Ltd FAQs

The current trading price of SW Investments on 25-May-2026 16:59 is ₹95.48.

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 24-May-2026 the market cap of SW Investments stood at ₹8.59 Cr

The latest P/E ratio of SW Investments as of 24-May-2026 is 36.26.

The latest P/B ratio of SW Investments as of 24-May-2026 is 1.04.

The 52-week high of SW Investments is ₹111.0 and the 52-week low is ₹74.40.

The TTM revenue is Trailing Twelve Months sales. The TTM revenue/sales of SW Investments is ₹0.43 ( Cr.) .

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

The key valuation ratios of SW Investments 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 SW Investments Ltd is likely to Fall in the short term. However, please check the rating on Quality and Valuation before investing.

About SW Investments Ltd

Sunteck Wealthmax Investments , earlier known as Lalphul Investments was incorporated as a private limited company on October 24, 1980 under Companies Act 1956. The company has been promoted by MP Mansinghka and associates. In 2010 the company changed its name from Lalphul Investments Ltd to Sunteck Wealthmax Investments Ltd.                                   "

The Registered Office of the company is situated at 1111-A, Raheja Chambers, 213, Backbay Reclamation Scheme, Nariman Point, Mumbai - 400 021.

Business area of the company

The company is engaged in the business of Investment and Financing. It derives its income from interest out of loans and advances given.

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About MoneyWorks4Me

MoneyWorks4Me is a SEBI-registered Investment Adviser (IA) dedicated to helping investors build long-term wealth through transparent, research-driven, conflict-free guidance. Founded in 2008, we started our journey as a Research Analyst (RA), providing deep fundamental analysis, intrinsic value insights, and long-term investing frameworks for Indian equities. In 2017, we transitioned to a full-fledged SEBI-registered Investment Adviser, strengthening our commitment to acting as a fiduciary—always putting the investor’s interest first.

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