Sector Alpha Week of 2026-07-24
Sector Alpha — machine-written from the numbers · Data as of 2026-07-24

Kesar India Ltd

543542
Realty - Construction & Contracting

Kesar India Ltd's three tracks disagree. Price, valuation and the earnings engine each tell a different story — the next quarter or two settles it.

The sharpest disagreement: profits are rising, but only −212% of the last 3 years' profit arrived as operating cash — the gap between the P&L and the bank account is the thing to watch.

The price is in a confirmed uptrend (45 weeks in) while the P/E sits at the 60th percentile of its own 2-year range. Underneath, the last four quarters read improving — profit +650.0% year on year, and −212% of the last 3 years' profit arrived as cash. What settles it: whether the cash starts following the profit.

Price
₹1,249
+86.4% 1Y
P/E
126.0×
60th pctile
of its own 2-year range
Revenue (Mar 26)
₹85.0 Cr
+107.3% YoY
Profit (Mar 26)
₹15.0 Cr
+650.0% YoY
Operating margin
24.0%
+16.0 pp YoY
ROCE
23%
FY26
Cash conversion
−212%
of profit, last 3 FY
Unverified figures: Some figures on this page come from a second financial-data feed that could not be cross-checked against the primary source — the two do not share enough overlapping reported history to compare. They are drawn, because they are the only evidence there is, and every section carrying one is marked unverified.
01 · Price story

Price story Before the numbers, the tape. A stock price moves through four repeating seasons: a flat base (stage 1), an advance (2), a top (3), a decline (4). Where the price sits in that cycle frames everything below.

Kesar India Ltd trades at ₹1,249, in a confirmed uptrend and 45 weeks into that stage. That is +13.7% against its own 200-day average. It sits at 98% of a 52-week range of ₹645 to ₹1,265. On relative strength it has been ahead of the NIFTY 500 on a trailing-13-week view for 1 straight week.

Today the stock is in a confirmed uptrend — week 45 of stage 2, confirmed. At ₹1,249 it trades +13.7% versus its 200-day average and sits at 98% of its 52-week range (₹645–₹1,265).

Jul 26: ₹1,249 Weekly closing price (₹) with 50- and 200-day averages; shaded bands mark the price stage (grey base, green advance, amber top, red decline). 3-year window.
+13.7% versus the 200-day line, week 45 of stage 2
Price50-day avg200-day avg
S2S4S2₹1,364₹1,004₹645₹286₹−73.7₹1,249₹1,099Jul 23May 24Feb 25Nov 25Jul 26
S2S4S2₹1,364₹1,004₹645₹286₹−73.7₹1,249₹1,099Jul 23Feb 25Jul 26
Beating or trailing, week by week since 2022 Each cell is one week from 2022 to now (207 weeks): the stock's trailing 13-week return minus the NIFTY 500's, green ahead / red behind (±25% ramp). Grey cells are the 13-week warm-up or weeks where the NIFTY 500 reading is not held.
trailing 13-week return vs the NIFTY 500
Jul 22Jul 26

Against the market, two honest reads. Cumulative: over the last 4.0 years the stock moved +4,972% while the NIFTY 500 moved +65% — ahead of the index over the full window. Recent form: on a trailing-13-week view the stock has been ahead for 1 straight week — the ribbon below is that same metric, week by week.

What would end the trend, mechanically: two Friday closes in a row below the 200-day line. That is the exit rule — no debates.

→ The trend is one thing; the bill is another. Are you paying up for it? Next: the P/E sits at the 60th percentile of its own range.

02 · Valuation

Valuation P/E is the price of ₹1 of annual profit: how many rupees the market pays for each rupee the company earns in a year.

Kesar India Ltd trades at 126.0× P/E, mid-range by its own standards (60th percentile). Its long-run median P/E is 119.0×, measured across 2.2 years of weekly readings. This places the multiple against the stock’s own record, and says nothing about what the business is worth.

Today's P/E of 126.0× is mid-range by its own standards (60th percentile), against a long-run median of 119.0× measured over 2.2 years of weekly readings. This is a comparison against the stock's own history — not a claim about what it is worth.

P/E 126.0× vs a 119.0× long-run median P/E, weekly (left axis); earnings per share, trailing twelve months, weekly (right axis). 2.2-year window; loss-period spikes above 357× shown pinned at the top. The eps (ttm) bars are red where the reading is lower than the quarter before.
mid-range by its own standards (60th percentile)
P/EMedianEPS (TTM) (quarterly)
380.5×₹11.3295.3×₹8.5210.1×₹5.6124.8×₹2.839.6×₹0.0×119.60×₹11May 24Dec 24Jul 25Feb 26Jul 26
380.5×₹11.3295.3×₹8.5210.1×₹5.6124.8×₹2.839.6×₹0.0×119.60×₹11May 24Jul 25Jul 26
P/E
126.0×
60th percentile of 2y

🚨 Why the multiple sits where it does: over the past year annual EPS moved +33.6% against a +86.4% price move — the price outran earnings, pushing the multiple UP its own range.

Put together: the multiple is unremarkable against its own past, so the story rests on the earnings line underneath it, not the multiple.

→ Cheap or dear rides on the earnings. Are they actually growing? Next: the fundamental stage — where the business sits in its arc, and how growth has compounded.

03 · Stage: No read

Stage: No read Every business sits somewhere on a fundamental arc, and this page names the spot before anything else. The last twelve quarters of revenue, profit and EPS growth — plus the return the business earns on its capital — are read as curves: Deteriorating (the curves are falling), Turning around (a trough has just formed and the last few quarters lift off it), Improving (the climb off the trough is sustained), Consistent (steadily positive with healthy returns), Topping out (still high but decelerating from the peak). When the curves genuinely disagree the read is Mixed; too little history is No read. CAGR (compound annual growth rate) is the smooth yearly pace that turns the starting value into the latest one — the fairest way to compare growth across different time spans. Read the columns together: if the 1-year number towers over the 10-year, recent growth is running hotter than the long-run trend. A dash means that window is not held, or the base year was a loss (where a growth rate is not meaningful).

Kesar India Ltd reads as no read on its fundamental arc. Under eight usable quarters on the growth trio — not enough history for an honest trajectory read. The read is built from 7 quarters across 1 curve, on partial evidence.

Three growth curves, twelve quarters Year-on-year growth of trailing-twelve-month revenue (left axis), profit and EPS (right axis — they swing far wider), % at each quarter-end. Where the trailing-twelve-month history is short, the curve falls back to single-quarter year-on-year growth — noisier, and the classifier smooths and caps base-effect spikes before reading. Base-effect spikes shown pinned (▲). A missing point means that reading is not held for the quarter.
the trajectory the stage is read from
RevenueProfitEPS
330%332%222%217%115%103%7.2%−11%−100%−125%%%107.3%300%−3%Mar 22Sep 24Mar 26
330%332%222%217%115%103%7.2%−11%−100%−125%%%107.3%300%−3%Mar 22Sep 24Mar 26
ROCE Annual readings — the quarterly balance-sheet pieces this curve needs are not held for this stock, so the returns read moves once a year and carries less weight in the call.
the return curve, annual readings
ROCE
44%34%25%15%6.1%%23%FY23FY24FY26
44%34%25%15%6.1%%23%FY23FY24FY26
ROCE
Steady high
latest 23.0% · span 8.7%–41.0%

Why it matters: with too little history, an honest page says so instead of guessing a trajectory.

One or more growth curves carry a base-effect spike — a large year-on-year move off a near-zero or loss-making comparable quarter. Those spikes are capped before the classifier reads the trajectory, and shown pinned on the chart, so a single distorted quarter does not drive the stage call.

Return readings here are annual, not quarterly — read as level and direction only; they can confirm the growth curves but never drive the stage on their own.

Fewer than eight usable quarters on the growth curves — this page will not guess a trajectory from a stub of history.

Growth, year by year: revenue +63.0% in FY26, profit +57.9% Year-over-year growth per fiscal year, %: revenue (left axis); net profit and EPS (right axis — profit growth swings far wider). Zero line drawn. Turnaround-year spikes shown pinned (▲).
Revenue YoYProfit YoYEPS YoY
670%332%507%216%344%100%181%−16%18%−132%%%63%57.9%FY19FY22FY26
670%332%507%216%344%100%181%−16%18%−132%%%63%57.9%FY19FY22FY26
TTM growth by quarter Trailing-twelve-month growth versus the year-ago TTM, per quarter, %: revenue (left axis); profit and EPS (right axis).
Revenue TTM YoYProfit TTM YoYEPS TTM YoY
403%164%305%95%207%26%110%−43%12%−112%%%91.9%12.6%Mar 22Sep 24Mar 26
403%164%305%95%207%26%110%−43%12%−112%%%91.9%12.6%Mar 22Sep 24Mar 26
Compound annual growth rate (%) Compound annual growth rate over each window, %. Revenue, profit and EPS from fiscal-year figures; share price is the price CAGR over the same spans. A dash = that window is not held, or the base was a loss.
1yr3yr5yr10yr
Revenue+63.0%+127.2%+173.0%
Profit+57.9%+210.7%+395.9%
EPS+33.6%+219.7%+83.7%
Share price+86.4%+243.9%
Revenue YoY (Mar 26)
+107.3%
latest quarter vs a year ago
Profit YoY (Mar 26)
+650.0%
latest quarter vs a year ago
Revenue 10y
165.4%
long-run compound pace

→ The stage names the trajectory. Next: the revenue line that produces it, quarter by quarter.

04 · 4-Factor Sector Score

4-Factor Sector Score

61.8/100 — rank 3 of 26 in Realty - Construction & Contracting · 68% evidence confidence

Kesar India Ltd scores 61.8 out of 100 against the 26 companies it is compared with in Realty - Construction & Contracting, ranking 3. Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

The four contributions add to the total exactly: 18.4 + 20.1 + 8.8 + 14.5 = 61.8. This is the SAME number shown on the sector comparison — it is computed once, for the whole peer set, and read here.

What would change it: The read weakens if profit growth turns negative or margin improvement reverses while sector-relative strength deteriorates.

05 · Revenue

Revenue Revenue is the top line: everything the company billed its customers in the period.

Kesar India Ltd reported ₹85.0 Cr of revenue in the Mar 26 quarter, +107.3% year on year. That is the 2nd straight quarter of year-on-year growth. Over 7 years it has compounded at 165.4% a year. The last full year, FY26, came in at ₹176 Cr. The last four reported quarters add to ₹233 Cr.

Kesar India Ltd reported ₹85.0 Cr of revenue in the Mar 26 quarter, +107.3% year on year. That is the 2nd straight quarter of year-on-year growth. Over 7 years it has compounded at 165.4% a year. The last full year, FY26, came in at ₹176 Cr. The last four reported quarters add to ₹233 Cr.

FY26 revenue came in at ₹176 Cr (+63.0% on the year), capping 7 years at 165.4% compound. The latest quarter (Mar 26) printed ₹85.0 Cr, +107.3% year on year — the 2nd consecutive quarter of year-over-year growth.

FY26 revenue ₹176 Cr (+63.0% YoY) Revenue bars, ₹ Cr (left); YoY growth-% line (right). 8-year window. A bar is red when it is lower than the year before.
165.4% a year over 7 years
RevenueYoY growth
190670%143507%95344%48181%018%₹ Cr%₹17663%FY19FY22FY26
190670%143507%95344%48181%018%₹ Cr%₹17663%FY19FY22FY26
Mar 26: ₹85.0 Cr (+107.3% YoY) Quarterly revenue bars, ₹ Cr (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
2nd straight quarter of growth
Revenue (quarterly)YoY growth
1002,958%712,144%431,331%14518%−15−295%₹ Cr%₹85107.3%Mar 22Sep 24Mar 26
1002,958%712,144%431,331%14518%−15−295%₹ Cr%₹85107.3%Mar 22Sep 24Mar 26

Pace check: the last four quarters averaged +126.3% growth against the decade's 165.4% — the current year is running slower than its own long-run rate.

→ Revenue grew — did margins hold as it scaled? Next: 24.0% this quarter (+16.0 pp YoY).

06 · Operating margin

Operating margin Operating margin is what is left of every ₹100 of sales after running the business, before interest and tax. It is the cleanest read on pricing power and cost control.

Kesar India Ltd's operating margin is 24.0% in the Mar 26 quarter, +16.0 percentage points against the same quarter a year ago. Across the last four quarters the operating margin has moved +9.0 percentage points. Across 8 fiscal years the operating margin has ranged −6.3% to 55.4%. The current quarter sits inside that band.

Kesar India Ltd's operating margin is 24.0% in the Mar 26 quarter, +16.0 percentage points against the same quarter a year ago. Across the last four quarters the operating margin has moved +9.0 percentage points. Across 8 fiscal years the operating margin has ranged −6.3% to 55.4%. The current quarter sits inside that band.

The latest quarter's operating margin is 24.0%, +16.0 pp against the same quarter a year ago. Across 8 fiscal years the operating margin has ranged −6.3%–55.4%.

Why the margin moved: operating margin went +8.5 pp year on year while gross margin went +5.0 pp — the gain came mostly below the gross line: operating leverage, with costs spread over a bigger revenue base.

FY26: 24.0% Operating margin by fiscal year, %, line (left); year-on-year change in the margin, in percentage points, line (right). 8-year window.
within a −6.3–55.4% band over 8 years
operating marginYoY change (pp)
60%64%42%34%25%3.5%6.7%−27%−11%−57%%%24%0%FY19FY22FY26
60%64%42%34%25%3.5%6.7%−27%−11%−57%%%24%0%FY19FY22FY26
Mar 26: 24.0% operating margin (+16.0 pp YoY) Quarterly operating margin, %, line (left); year-on-year change in the margin, in percentage points, line (right). Last 12 quarters. Operating profit as a share of revenue, per quarter.
Operating marginYoY change (pp)
57%201%2.8%141%−51%81%−105%21%−159%−39%%%24%16%Mar 22Sep 24Mar 26
57%201%2.8%141%−51%81%−105%21%−159%−39%%%24%16%Mar 22Sep 24Mar 26

→ Margins held — did that reach the bottom line? Next: profit +650.0% in the latest quarter.

07 · Net profit

Net profit Net profit is what survives every cost, interest and tax — the number EPS, dividends and book value all grow from.

Kesar India Ltd earned ₹15.0 Cr of net profit in the Mar 26 quarter, +650.0% year on year. It is the 2nd consecutive quarter of growth. Full-year FY26 profit was ₹30.0 Cr. The 7-year compound rate is 213.9%. That is 17.6% of the quarter's revenue. The same quarter a year earlier earned ₹2.0 Cr.

Kesar India Ltd earned ₹15.0 Cr of net profit in the Mar 26 quarter, +650.0% year on year. It is the 2nd consecutive quarter of growth. Full-year FY26 profit was ₹30.0 Cr. The 7-year compound rate is 213.9%. That is 17.6% of the quarter's revenue. The same quarter a year earlier earned ₹2.0 Cr.

Mar 26 profit was ₹15.0 Cr, +650.0% year on year — the 2nd consecutive quarter of growth. On the full year, FY26 printed ₹30.0 Cr (+57.9%), and the 7-year compound rate is 213.9%.

FY26 profit ₹30.0 Cr (+57.9% YoY) Net profit bars, ₹ Cr (left); YoY growth-% line (right). 8-year window. A bar is red when it is lower than the year before.
213.9% a year over 7 years
Net profitYoY growth
321,086%24774%16463%8151%0−161%₹ Cr%₹3057.9%FY19FY22FY26
321,086%24774%16463%8151%0−161%₹ Cr%₹3057.9%FY19FY22FY26
Mar 26: ₹15.0 Cr (+650.0% YoY) Quarterly net profit bars, ₹ Cr (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
2nd straight quarter of growth
Net profit (quarterly)YoY growth
18710%13494%8278%362%−3−153%₹ Cr%₹15650%Mar 22Sep 24Mar 26
18710%13494%8278%362%−3−153%₹ Cr%₹15650%Mar 22Sep 24Mar 26

Why profit moved: revenue contributed +107.3% and the margin +16.0 pp — the quarter was margin-led: most of the profit growth came from keeping more of each sale.

Pace comparison, last four quarters: profit +288.1% vs revenue +126.3%. Profit is growing faster than sales — fixed costs are being spread over a bigger base, and each extra rupee of revenue drops more to the bottom line.

→ Profit rose — but did the cash follow? Next: −212% of the last 3 years' profit arrived as cash.

08 · Cash flow — the router

Cash flow — the router The P&L says what was earned; the cash-flow statement says what actually arrived. Operating cash flow (CFO) against profit is the cleanest lie detector in the accounts.

Over the last 3 fiscal years −212% of Kesar India Ltd's reported profit arrived as operating cash — a gap worth watching. In FY26 that was ₹−128 Cr of operating cash against ₹30.0 Cr of profit. After ₹9.0 Cr of capital spending, ₹−137 Cr was left as free cash.

FY26: operating cash of ₹−128 Cr against reported profit of ₹30.0 Cr, leaving free cash of ₹−137 Cr after ₹9.0 Cr of capital spending. Across the last 3 fiscal years the conversion rate is −212% of profit.

Cash-flow readings here are annual — that is the resolution our series carries, so this section moves once a year.

FY26: CFO ₹−128 Cr vs profit ₹30.0 Cr Operating cash flow and net profit by fiscal year, ₹ Cr; the line is free cash flow (CFO minus capital spending). 8-year window, annual resolution.
−212% of 3-year profit arrived as cash
Operating cashNet profitFree cash
43−5−54−102−150₹ Cr₹−128₹30₹−137FY19FY22FY26
43−5−54−102−150₹ Cr₹−128₹30₹−137FY19FY22FY26
FY26: CFO = −427% of profit (three-year rate −212%) Operating cash as a share of net profit, per fiscal year, % (line). Dashed line = 100% — every unit of profit arriving as cash; outlier years shown pinned.
Conversion100%
404%27%−350%−727%−1,104%%−427%FY19FY22FY26
404%27%−350%−727%−1,104%%−427%FY19FY22FY26

🚨 Why conversion sits at −212%: the cash cycle stretched 166 days between FY21 and FY26 — more of each rupee of profit waits inside the cycle before arriving. Less than 70% of profit arriving as cash is the thing to watch on this page.

Router verdict: conversion is below par and the cash cycle has stretched 166 days — the next section's job is to find where the cash is stuck.

→ So follow the cash to where it goes. Next: the 185-day cycle, in money terms.

09 · Where the cash goes

Where the cash goes Working capital is the cash tied up between paying suppliers and getting paid: debtor days (customers owe), inventory days (stock waits), and the cash conversion cycle (the whole loop, in days of sales).

Kesar India Ltd's cash conversion cycle runs 185 days in FY26, up from 19 days in FY21. Capital spending ran ₹12.0 Cr over the last 3 years. At FY26 sales of ₹176 Cr each day of that cycle holds about ₹0.5 Cr, so roughly ₹89.0 Cr sits inside the business at any moment.

FY26: debtors at 124 days, inventory at 412 days — roughly 13.6 months of stock waiting to sell; that is where the cash sits while it waits — for a full cycle of 185 days, looser than FY21's 19.

The full loop: cash goes out to suppliers and production on day 0; stock waits 412 days to sell; customers pay about 124 days after that; and suppliers themselves are paid at 351 days — netting out to the 185-day cycle.

In money terms: at FY26 sales of ₹176 Cr, each day of the cycle holds about ₹0.5 Cr — so the 185-day loop keeps roughly ₹89.0 Cr sitting inside the business at any moment.

FY26: a 185-day cash cycle Debtor days, inventory days, payable days and the cash conversion cycle by fiscal year. 8-year window.
+166 days vs FY21
Cash cycleInventory daysDebtor daysPayable days
789577366154−58days185d412d124d351dFY19FY20FY22FY24FY26
789577366154−58days185d412d124d351dFY19FY22FY26

On the investment side: capital spending of ₹12.0 Cr over the last 3 fiscal years against ₹4.0 Cr of depreciation — the company is building well ahead of wear-and-tear. Capital work-in-progress stands at ₹0.0 Cr (FY26) — capacity paid for but not yet earning.

FY26: capex ₹9.0 Cr, work-in-progress ₹0.0 Cr Capital spending per fiscal year, ₹ Cr (bars); capital work-in-progress, ₹ Cr (line). Quarterly capital-spending history is not held for India — annual is the honest resolution.
a build-out
CapexWork-in-progress
107520₹ Cr₹9₹0FY20FY21FY23FY24FY26
107520₹ Cr₹9₹0FY20FY23FY26

The synthesis: the working-capital loop is the cash sink the router flagged — watch the cycle, not the P&L.

→ Does all this activity actually earn its cost of capital? Next: ROCE is 23%.

10 · Return on capital

Return on capital Return on capital employed (ROCE) is the profit the whole business earns on all the money in it — equity and debt together. It is the single best test of whether growth creates value or just size.

Kesar India Ltd earns a ROCE of 23% in FY26. That is up from a trough of 1% in FY21. A return-on-invested-capital spread against the cost of capital is not computable from what is held here. The wiring behind it is 17.0% net margin on 0.40× asset turns.

FY26 ROCE is 23%, recovered from a FY21 trough of 1% — the full ladder below shows the fall and the climb, undoctored.

Why the return is what it is — the wiring (FY26): 17.0% net margin × 0.40× asset turns × 1.76× balance-sheet leverage ≈ 12.0% on equity. Margin is doing the heavy lifting; leverage is a meaningful part of the equation.

FY26: ROCE 23% Return on capital employed by fiscal year, % (line). 7-year window, dips included. Dashed line = the 12.0% cost of capital used on this page.
the climb back from FY21's 1%
ROCEWACC
158%116%74%32%−10%%23%FY20FY21FY23FY24FY26
158%116%74%32%−10%%23%FY20FY23FY26

→ Returns like these — is the balance sheet borrowing to make them? Next: debt-to-equity is 0.18.

11 · Debt

Debt Debt-to-equity says how much of the business is funded by borrowings; interest cover says how many times operating profit pays the interest bill. Low and high, respectively, is the safe corner.

Kesar India Ltd carries ₹44.0 Cr of borrowings against ₹250 Cr of equity in FY26, a debt-to-equity of 0.18. Operating profit covers the interest bill 11×. Over 5 years borrowings went from ₹2.6 Cr to ₹44.0 Cr. Capital spending ran ₹12.0 Cr across the last 3 of those years.

FY26: borrowings of ₹44.0 Cr against equity of ₹250 Cr — a debt-to-equity of 0.18. Operating profit covers the interest bill 11×. Over 5 years borrowings went from ₹2.6 Cr to ₹44.0 Cr while capital spending ran ₹12.0 Cr in just the last 3 — part of the build-out is riding on borrowed money.

FY26: borrowings ₹44.0 Cr at 0.18× equity Borrowings by fiscal year, ₹ Cr (bars); debt-to-equity, × (line). 8-year window. Quarterly balance-sheet history is not held for India — annual is the honest resolution.
the debt trajectory
BorrowingsDebt-to-equity
481.1×36−0.1×24−1.3×12−2.5×0−3.7×₹ Cr×₹440.18×FY19FY20FY22FY24FY26
481.1×36−0.1×24−1.3×12−2.5×0−3.7×₹ Cr×₹440.18×FY19FY22FY26

→ Who owns this, and are they adding or leaving? Next: Promoters cut 4.8 points over 8 quarters.

12 · Ownership

Ownership Who owns the stock, quarter by quarter: promoters (the controlling owners), foreign and domestic institutions, and the public. Steady accumulation by people close to the numbers is a signal; a quiet register is also an answer.

Promoters cut 4.8 points of Kesar India Ltd over 8 quarters, the biggest move on the register. That takes promoters to 70.2% of the company. Foreign institutions moved −2.9 points over the same window, to 15.8%. The register is read on the four disclosed classes only; nothing is inferred between filings.

The register over the last two years — Promoters: −4.8 points over 8 quarters to 70.2%; Foreign institutions: −2.9 points over 8 quarters to 15.8%.

🚨 Why the register moved: promoters drove it (−4.8 points), alongside foreign institutions (−2.9 points) — distribution into the market’s bid.

Fiscal-year ends: promoters −3.0 pts from Mar 23 to Mar 26 Shareholding at each fiscal-year end (March quarter), % of the company. 4 year-ends held.
PromotersForeign inst.Public
80%61%41%21%0.9%%72.0%16.6%11.4%Mar 23Mar 24Mar 26
80%61%41%21%0.9%%72.0%16.6%11.4%Mar 23Mar 24Mar 26
Promoters cut 4.8 points over 8 quarters Shareholding by holder class, % of the company, quarterly, last 12 quarters.
PromotersForeign inst.Public
81%59%37%16%−6.0%%70.2%15.8%14.0%Sep 22Mar 25Jun 26
81%59%37%16%−6.0%%70.2%15.8%14.0%Sep 22Mar 25Jun 26

→ One last check: does the safety math agree? Next: the balance-sheet safety line.

13 · Safety line

Safety line The Z-score estimates how far a company sits from balance-sheet distress — above roughly 3 is safe, below roughly 1.8 is the danger zone. It was built for manufacturers, so it is not applied to banks and lenders.

Kesar India Ltd: the Z-score is not available for this stock, so we say so rather than invent one. It is a distance-to-distress estimate from the balance sheet, not a forecast of failure. The debt, cash-flow and return sections above carry the balance-sheet evidence this page does hold, and each of them states its own reporting date.

The safety line in one sentence: the Z-score is not available for this stock, so we say so rather than invent one.

Related companies · same sector · Realty - Construction & Contracting Every company is compared on the shape of its own curves, not static ratios. The Revenue, EPS and ROCE columns each draw that company's last 12 quarters as a mini line of the ACTUAL level (trailing-twelve-month revenue and EPS, and the ROCE itself) — so a line that climbs is a business getting bigger, a line that sinks is one shrinking. The colour tracks the same line: green when it is rising or steadily healthy, amber when it is rolling over from a high (still elevated but turning down), red when it is falling, grey when flat or stuck. Colour and direction always agree — a green line never points down. The ROCE curve is the return on capital (annual readings for peers, so a slightly coarser line than the quarterly one at the top of this page). The Stage column then runs the same 12-quarter trajectory classifier used at the top of the page on each company and names where it sits. What lands a company in each bucket: CONSISTENT — growth stays positive across the window and returns are healthy (ROCE ≥ 15%, or ROE ≥ 12% for lenders); IMPROVING — profit or EPS fell into real decline, bottomed a few quarters back, and has climbed back to positive and held there; TURNING AROUND — the same kind of trough but more recent, with the latest quarters just lifting off it (an early, unconfirmed turn); TOPPING OUT — growth is still positive but decelerating hard from its own peak while returns have stopped rising; DETERIORATING — two or more growth curves are shrinking (latest below zero) and staying there, not one soft quarter; MIXED — the curves genuinely disagree, or no clean majority, so no single word fits; NO READ — fewer than eight usable quarters. It is a like-for-like read of every company against its own past, not a ranking against the group.
CompanyP/EMkt capRevenueEPSROCEStage
Kesar India Ltd this page126.0×₹3,775 CrNo read
SignatureGlobal India Ltd301.0×₹10,810 CrNo read
Ganesh Housing Ltd25.1×₹6,666 CrDeteriorating
Valor Estate Ltd₹6,102 CrNo read
Puravankara Ltd79.4×₹5,060 CrNo read
Keystone Realtors Ltd64.0×₹5,046 CrTurning around
Sunteck Realty Ltd21.1×₹4,497 CrNo read
Raymond Ltd0.7×₹3,917 CrMixed
AGI Infra Ltd41.1×₹3,897 CrConsistent
Ashiana Housing Ltd33.0×₹3,887 CrMixed
Hemisphere Properties India Ltd₹3,801 CrNo read
Kolte Patil Developers Ltd₹3,470 CrNo read
Arvind SmartSpaces Ltd29.0×₹2,792 CrMixed
Hubtown Ltd18.7×₹2,771 CrImproving
Ajmera Realty & Infra India Ltd16.1×₹2,412 CrTurning around
Capacite Infraprojects Ltd9.5×₹1,800 CrMixed
Omaxe Ltd₹1,603 CrNo read
Shriram Properties Ltd14.4×₹1,451 CrTurning around
Laxmi Goldorna House Ltd86.9×₹1,021 Cr
Arihant Foundations & Housing Ltd17.3×₹1,018 CrMixed
Suraj Estate Developers Ltd10.2×₹925 CrTopping out
Eldeco Housing & Industries Ltd31.5×₹765 CrTurning around
PVP Ventures Ltd₹711 CrNo read
Geecee Ventures Ltd16.6×₹699 CrMixed
Peninsula Land Ltd₹534 CrNo read
Suratwwala Business Group Ltd16.8×₹524 CrTurning around
12 · Frequently asked questions

Frequently asked questions

What is Kesar India Ltd's share price today?

Kesar India Ltd trades at ₹1,249, +86.4% over the past year. The company is valued at ₹3,775 Cr. The stock sits at 98% of its 52-week range of ₹645–₹1,265, +13.7% versus its 200-day average. On the tape, the price is in a confirmed uptrend, 45 weeks in. — as of 24 July 2026.

What were Kesar India Ltd's latest quarterly results?

Kesar India Ltd reported revenue of ₹85.0 Cr and net profit of ₹15.0 Cr for the Mar 26 quarter. Revenue rose 107.3% and profit rose 650.0% year on year. Earnings per share were ₹5.09. The operating margin was 24.0%, 16.0 pp higher than a year earlier. — as of 24 July 2026.

What is Kesar India Ltd's revenue?

Kesar India Ltd reported revenue of ₹85.0 Cr in the Mar 26 quarter, +107.3% year on year. For the full FY26 fiscal year, revenue was ₹176 Cr (+63.0%). Over the last 7 years revenue compounded at 165.4% a year. — as of 24 July 2026.

What is Kesar India Ltd's profit?

Kesar India Ltd earned ₹15.0 Cr of net profit in the Mar 26 quarter, +650.0% year on year — the 2nd straight quarter of growth. Full-year FY26 profit was ₹30.0 Cr. The operating margin ran 24.0% in the latest quarter. — as of 24 July 2026.

What is Kesar India Ltd's market cap?

Kesar India Ltd's market capitalisation is ₹3,775 Cr at a share price of ₹1,249. Market cap is the share price multiplied by shares outstanding, so it is restated whenever the price moves. — as of 24 July 2026.

What is Kesar India Ltd's P/E ratio?

Kesar India Ltd trades at a P/E of 126.0×, at the 60th percentile of its own 2-year range, against a long-run median of 119.0×. This is a comparison with the stock's own history, not a value call — as of 24 July 2026.

Does Kesar India Ltd pay a dividend?

No — Kesar India Ltd has recorded a dividend payout of 0% of profit in each of its last 8 reported fiscal years, so there is no payout history to quote. That is a reading of the filed annual statements, not an estimate. — as of 24 July 2026.

Is Kesar India Ltd overvalued?

On its own history, Kesar India Ltd looks mid-range against its own history: its P/E of 126.0× sits at the 60th percentile of its 2-year range (long-run median 119.0×). That is a percentile read against the stock's own past, not a price opinion or a direction call. — as of 24 July 2026.

Is Kesar India Ltd growing?

Yes — Kesar India Ltd is growing: latest-quarter revenue +107.3% year on year, profit +650.0%, and the margin +16.0 pp at 24.0%. The 7-year compound rates are 165.4% (revenue) and 213.9% (profit). The earnings engine currently reads: improving — as of 24 July 2026.

How is Kesar India Ltd performing?

Kesar India Ltd is in a confirmed uptrend, 45 weeks in. Its latest quarter's revenue rose 107.3% and profit rose 650.0% year on year. Against the NIFTY 500 it has been ahead on a trailing-13-week view for 1 week. This describes what the data did, not a rating. — as of 24 July 2026.

Is Kesar India Ltd in an uptrend?

Yes — the price is in a confirmed uptrend (week 45 of stage 2), trading +13.7% versus its 200-day average and at 98% of its 52-week range. Price stages cycle base → advance → top → decline, and the stage names where this stock sits in that cycle — as of 24 July 2026.

Is Kesar India Ltd beating the market?

On recent form, yes — Kesar India Ltd has been ahead of the NIFTY 500 on a trailing-13-week view for 1 straight week, the same metric the week-by-week ribbon on this page draws. Separately, on the cumulative view: over the last 4.0 years the stock moved +4,972% against the NIFTY 500's +65% — ahead of the index over the full window. — as of 24 July 2026.

Will Kesar India Ltd's share price go up?

This page publishes no price forecast for Kesar India Ltd. What it measures instead: the share price is ₹1,249, the price is in a confirmed uptrend 45 weeks in. Its P/E of 126.0× sits at the 60th percentile of its own 2-year range. — as of 24 July 2026.

Who owns Kesar India Ltd?

Promoters hold 70.2% of Kesar India Ltd, foreign institutions 15.8%, domestic institutions null% and the public 14.0% (latest quarter). The biggest move on the register over the last two years: Promoters cut 4.8 points over 8 quarters. — as of 24 July 2026.

Does Kesar India Ltd have too much debt?

No — Kesar India Ltd's debt-to-equity is 0.18, and operating profit covers the interest bill 11×. FY26 borrowings were ₹44.0 Cr against equity of ₹250 Cr. The returns on this page are earned, not borrowed — as of 24 July 2026.

What is Kesar India Ltd's capex?

Kesar India Ltd spent ₹12.0 Cr on capital expenditure over the last 3 fiscal years, a figure derived from the change in fixed assets plus depreciation. In FY26 alone that was ₹9.0 Cr, with ₹0.0 Cr in capital work-in-progress — capacity paid for but not yet earning. — as of 24 July 2026.

What is Kesar India Ltd's cash flow?

Kesar India Ltd generated ₹−128 Cr of operating cash flow in FY26 and ₹−137 Cr of free cash flow after ₹9.0 Cr of capital spending. Reported profit that year was ₹30.0 Cr, so operating cash ran behind profit. Cash-flow resolution for India is annual. — as of 24 July 2026.

Is Kesar India Ltd's profit real cash?

Not fully — over the last 3 fiscal years, −212% of Kesar India Ltd's reported profit arrived as operating cash. In FY26, operating cash was ₹−128 Cr against reported profit of ₹30.0 Cr. The cash then goes mostly into the working-capital cycle. Cash-flow resolution is annual — as of 24 July 2026.

Where is Kesar India Ltd in its business cycle?

Kesar India Ltd's FY26 operating margin was 24.0%, against a 8-year band of −6.3%–55.4%: mid-band by its own history — neither the peak that precedes mean-reversion nor the trough that precedes recovery. The latest quarter ran 24.0%. Profitability versus a company's own long band is the cleanest cycle clock this page holds — as of 24 July 2026.

What could break the Kesar India Ltd story?

The sharpest disagreement: profits are rising, but only −212% of the last 3 years' profit arrived as operating cash — the gap between the P&L and the bank account is the thing to watch. Mechanically, two Friday closes in a row below the 200-day average would end the price trend — that is the exit rule this page tracks — as of 24 July 2026.

Is Kesar India Ltd a stock worth studying right now?

This is not investment advice. The machine read: Kesar India Ltd's three tracks disagree. Price, valuation and the earnings engine each tell a different story — the next quarter or two settles it. The sharpest open question: whether the cash starts following the profit. Every number on this page is drawn deterministically from the raw series, with no forecasts and no price opinions — as of 24 July 2026.

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