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

Cemindia Projects Ltd

CEMPRO
Infra - Construction & Contracting

Cemindia Projects Ltd's price has outrun its earnings. +99.9% in a year against EPS +60.3% — the market is paying now for delivery later.

The sharpest disagreement: the price moved +99.9% in a year while annual EPS moved +60.3% — the difference is re-rating, and re-rating has to be repaid with earnings.

The price is in a confirmed uptrend (9 weeks in) while the P/E sits at the 83rd percentile of its own 10-year range. Underneath, the last four quarters read improving — profit +114.2% year on year, and 111% of the last 3 years' profit arrived as cash. What settles it: whether earnings grow into a price that has already moved.

Stage
Consistent
fundamental trajectory, 12 quarters
Price
₹1,615
+99.9% 1Y
P/E
42.1×
83rd pctile
of its own 10-year range
Revenue (Mar 26)
₹2,973 Cr
+17.4% YoY
Profit (Mar 26)
₹242 Cr
+114.2% YoY
Operating margin
12.0%
+2.0 pp YoY
ROCE
33%
FY26
ROIC
23.8%
vs WACC 12.0% → +11.8 pp
Cash conversion
111%
of profit, last 3 FY
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.

Cemindia Projects Ltd trades at ₹1,615, in a confirmed uptrend and 9 weeks into that stage. That is +81.0% against its own 200-day average. It sits at 100% of a 52-week range of ₹527 to ₹1,615. On relative strength it has been ahead of the NIFTY 500 on a trailing-13-week view for 19 straight weeks.

Today the stock is in a confirmed uptrend — week 9 of stage 2, confirmed. At ₹1,615 it trades +81.0% versus its 200-day average and sits at 100% of its 52-week range (₹527–₹1,615).

Jul 26: ₹1,615 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.
+81.0% versus the 200-day line, week 9 of stage 2
Price50-day avg200-day avg
S2S4S2₹1,734₹1,302₹871₹439₹0.0₹1,615₹892Jul 23Apr 24Feb 25Nov 25Jul 26
S2S4S2₹1,734₹1,302₹871₹439₹0.0₹1,615₹892Jul 23Feb 25Jul 26
Beating or trailing, week by week since 2016 Each cell is one week from 2016 to now (547 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
Mar 16Jul 26

Against the market, two honest reads. Cumulative: over the last 10.3 years the stock moved +1,411% while the NIFTY 500 moved +274% — ahead of the index over the full window. Recent form: on a trailing-13-week view the stock has been ahead for 19 straight weeks — 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 83rd 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.

Cemindia Projects Ltd trades at 42.1× P/E, at the pricey end of its own range (83rd percentile). Its long-run median P/E is 26.9×, measured across 10.4 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 42.1× is at the pricey end of its own range (83rd percentile), against a long-run median of 26.9× measured over 10.4 years of weekly readings. This is a comparison against the stock's own history — not a claim about what it is worth.

P/E 42.1× vs a 26.9× long-run median P/E, weekly (left axis); earnings per share, trailing twelve months, weekly (right axis). 10.4-year window; loss-period spikes above 77× shown pinned at the top. The eps (ttm) bars are red where the reading is lower than the quarter before.
at the pricey end of its own range (83rd percentile)
P/EMedianEPS (TTM) (quarterly)
82.9×₹37.063.1×₹27.843.3×₹18.523.5×₹9.33.7×₹0.0×42.10×₹34Mar 16Aug 18Sep 21Feb 24Jul 26
82.9×₹37.063.1×₹27.843.3×₹18.523.5×₹9.33.7×₹0.0×42.10×₹34Mar 16Sep 21Jul 26
PEG 0.24 PEG ratio per quarter — the P/E divided by the earnings-growth rate. The dashed line marks 1.0: below it the growth is cheap against the multiple, above it the price already prices the growth in. Computed here as quarter-end P/E ÷ trailing-twelve-month EPS growth (only quarters with positive growth), because a reported quarterly PEG is not held for this stock. Last 12 quarters.
below 1.0, the growth looks cheap against the multiple
PEGPEG = 1.0
1.5×1.2×0.8×0.4×0.1××0.24×Q1 FY24Q3 FY24Q2 FY25Q1 FY26Q4 FY26
1.5×1.2×0.8×0.4×0.1××0.24×Q1 FY24Q2 FY25Q4 FY26
P/E
42.1×
83rd percentile of 10y
PEG
1.72
derived from 3-year earnings growth

🚨 Why the multiple sits where it does: over the past year annual EPS moved +60.3% against a +99.9% price move — the price outran earnings, pushing the multiple UP its own range.

The price move, decomposed: over 5y, of the +77.4%/yr price move, ~+106.1%/yr came from earnings growth and ~−28.7 pp from the multiple (compressing); over 10y, of the +27.7%/yr price move, ~+23.3%/yr came from earnings growth and ~+4.4 pp from the multiple (expanding). The split is the honest approximate (price return minus earnings growth); it makes the rally itself visible instead of hiding it behind the percentile.

Put together: the multiple is full 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: Consistent

Stage: Consistent 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).

Cemindia Projects Ltd reads as consistent on its fundamental arc. Consistent — revenue, profit and EPS growth have stayed positive through the window, with ROCE at 44.6% and holding. The read is built from 12 quarters across 4 curves, on full 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. A missing point means that reading is not held for the quarter.
the trajectory the stage is read from
RevenueProfitEPS
57%128%43%101%30%73%17%46%4.1%19%%%9.3%60.8%60.5%Jun 23Sep 24Mar 26
57%128%43%101%30%73%17%46%4.1%19%%%9.3%60.8%60.5%Jun 23Sep 24Mar 26
ROCE Trailing-twelve-month operating profit (before interest and tax) as a share of average capital employed — total assets minus current liabilities, the standard textbook basis, %.
the return curve, computed quarterly
ROCE
46%40%34%28%22%%44.6%Jun 23Sep 24Mar 26
46%40%34%28%22%%44.6%Jun 23Sep 24Mar 26
Revenue growth
Steady high
latest +9.3% · span +7.7% to +53.0%
Profit growth
Rising
latest +60.8% · span +26.6% to +120.0%
EPS growth
Rising
latest +60.5% · span +27.4% to +120.3%
ROCE
Rising
latest 44.6% · span 23.4%–44.6%

Why it matters: steady curves with healthy returns are the compounding setup — the risk is the price, not the business.

Growth, year by year: revenue +8.8% in FY26, profit +60.3% 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
84%348%53%174%23%0.0%−7.8%−174%−38%−348%%%8.8%60.3%Dec 15FY21FY26
84%348%53%174%23%0.0%−7.8%−174%−38%−348%%%8.8%60.3%Dec 15FY21FY26
TTM growth by quarter Trailing-twelve-month growth versus the year-ago TTM, per quarter, %: revenue (left axis); profit and EPS (right axis). The acceleration read compares the last 4 quarters (+9.3%) with the last 8 annualized (+14.0%).
revenue rolling over, profit accelerating
Revenue TTM YoYProfit TTM YoYEPS TTM YoY
57%128%43%101%30%73%17%46%4.1%19%%%9.3%60.8%Jun 23Sep 24Mar 26
57%128%43%101%30%73%17%46%4.1%19%%%9.3%60.8%Jun 23Sep 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+8.8%+25.5%+29.8%+13.1%
Profit+60.3%+68.5%+106.3%+27.9%
EPS+60.3%+68.8%+106.8%+26.6%
Share price+99.9%+109.8%+77.4%+27.7%
Revenue YoY (Mar 26)
+17.4%
latest quarter vs a year ago
Profit YoY (Mar 26)
+114.2%
latest quarter vs a year ago
Revenue 10y
12.0%
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

65.8/100 — rank 1 of 17 in Infra - Construction & Contracting · 100% evidence confidence

Cemindia Projects Ltd scores 65.8 out of 100 against the 17 companies it is compared with in Infra - Construction & Contracting, ranking 1. Confirmed research leader: earnings, capital efficiency and relative strength agree. Move to management, catalyst and risk diligence.

The four contributions add to the total exactly: 27 + 17 + 1.8 + 20 = 65.8. 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.

Cemindia Projects Ltd reported ₹2,973 Cr of revenue in the Mar 26 quarter, +17.4% year on year. That is the 12th straight quarter of year-on-year growth. Over 11 years it has compounded at 12.0% a year. The last full year, FY26, came in at ₹10,061 Cr. The last four reported quarters add to ₹10,025 Cr.

Cemindia Projects Ltd reported ₹2,973 Cr of revenue in the Mar 26 quarter, +17.4% year on year. That is the 12th straight quarter of year-on-year growth. Over 11 years it has compounded at 12.0% a year. The last full year, FY26, came in at ₹10,061 Cr. The last four reported quarters add to ₹10,025 Cr.

FY26 revenue came in at ₹10,061 Cr (+8.8% on the year), capping 11 years at 12.0% compound. The latest quarter (Mar 26) printed ₹2,973 Cr, +17.4% year on year — the 12th consecutive quarter of year-over-year growth.

FY26 revenue ₹10,061 Cr (+8.8% YoY) Revenue bars, ₹ Cr (left); YoY growth-% line (right). 11-year window. A bar is red when it is lower than the year before.
12.0% a year over 11 years
RevenueYoY growth
10.9k84%8.1k53%5.4k23%2.7k−7.8%0−38%₹ Cr%₹10,0618.8%Dec 15FY21FY26
10.9k84%8.1k53%5.4k23%2.7k−7.8%0−38%₹ Cr%₹10,0618.8%Dec 15FY21FY26
Mar 26: ₹2,973 Cr (+17.4% 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.
12th straight quarter of growth
Revenue (quarterly)YoY growth
3.2k72%2.4k53%1.6k34%80316%0−3.2%₹ Cr%₹2,97317.4%Jun 23Sep 24Mar 26
3.2k72%2.4k53%1.6k34%80316%0−3.2%₹ Cr%₹2,97317.4%Jun 23Sep 24Mar 26

Pace check: the last four quarters averaged +9.1% growth against the decade's 12.0% — the current year is running slower than its own long-run rate.

Acceleration check: trailing-twelve-month revenue grew +9.3% over the last 4 quarters against +14.0%/yr over the last 8 — rolling over; TTM profit +60.8% vs +47.5%/yr — accelerating.

→ Revenue grew — did margins hold as it scaled? Next: 12.0% this quarter (+2.0 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.

Cemindia Projects Ltd's operating margin is 12.0% in the Mar 26 quarter, +2.0 percentage points against the same quarter a year ago. Across 13 fiscal years the operating margin has ranged 6.0% to 13.0%. The current quarter sits inside that band.

Cemindia Projects Ltd's operating margin is 12.0% in the Mar 26 quarter, +2.0 percentage points against the same quarter a year ago. Across 13 fiscal years the operating margin has ranged 6.0% to 13.0%. The current quarter sits inside that band.

The latest quarter's operating margin is 12.0%, +2.0 pp against the same quarter a year ago. Across 13 fiscal years the operating margin has ranged 6.0%–13.0%.

Why the margin moved: operating margin went +2.0 pp year on year while gross margin went +2.5 pp — the gain came mostly from the gross line: input costs and pricing.

FY26: 10.0% Operating margin by fiscal year, %, line (left); year-on-year change in the margin, in percentage points, line (right). 13-year window.
within a 6.0–13.0% band over 13 years
operating marginYoY change (pp)
14%6.9%12%3.7%9.5%0.5%7.5%−2.7%5.4%−5.9%%%10%1%Dec 13FY20FY26
14%6.9%12%3.7%9.5%0.5%7.5%−2.7%5.4%−5.9%%%10%1%Dec 13FY20FY26
Mar 26: 12.0% operating margin (+2.0 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)
12.2%2.2%11.4%1.4%10.5%0.5%9.63%−0.4%8.76%−1.2%%%12%2%Jun 23Sep 24Mar 26
12.2%2.2%11.4%1.4%10.5%0.5%9.63%−0.4%8.76%−1.2%%%12%2%Jun 23Sep 24Mar 26

→ Margins held — did that reach the bottom line? Next: profit +114.2% 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.

Cemindia Projects Ltd earned ₹242 Cr of net profit in the Mar 26 quarter, +114.2% year on year. It is the 12th consecutive quarter of growth. Full-year FY26 profit was ₹598 Cr. That is 8.1% of the quarter's revenue. The same quarter a year earlier earned ₹113 Cr.

Cemindia Projects Ltd earned ₹242 Cr of net profit in the Mar 26 quarter, +114.2% year on year. It is the 12th consecutive quarter of growth. Full-year FY26 profit was ₹598 Cr. That is 8.1% of the quarter's revenue. The same quarter a year earlier earned ₹113 Cr.

Mar 26 profit was ₹242 Cr, +114.2% year on year — the 12th consecutive quarter of growth. On the full year, FY26 printed ₹598 Cr (+60.3%).

FY26 profit ₹598 Cr (+60.3% YoY) Net profit bars, ₹ Cr (left); YoY growth-% line (right). 11-year window. A bar is red when it is lower than the year before.
Net profitYoY growth
651391%460176%270−40%79−255%−112−470%₹ Cr%₹59860.3%Dec 15FY21FY26
651391%460176%270−40%79−255%−112−470%₹ Cr%₹59860.3%Dec 15FY21FY26
Mar 26: ₹242 Cr (+114.2% 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.
12th straight quarter of growth
Net profit (quarterly)YoY growth
261183%196136%13190%6544%0−2.7%₹ Cr%₹242114.2%Jun 23Sep 24Mar 26
261183%196136%13190%6544%0−2.7%₹ Cr%₹242114.2%Jun 23Sep 24Mar 26

Why profit moved: revenue contributed +17.4% and the margin +2.0 pp — the quarter was margin-led: most of the profit growth came from keeping more of each sale.

Pace comparison, last four quarters: profit +57.2% vs revenue +9.1%. 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: 111% 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 111% of Cemindia Projects Ltd's reported profit arrived as operating cash — the cash follows the profit. In FY26 that was ₹500 Cr of operating cash against ₹598 Cr of profit. After ₹258 Cr of capital spending, ₹242 Cr was left as free cash.

FY26: operating cash of ₹500 Cr against reported profit of ₹598 Cr, leaving free cash of ₹242 Cr after ₹258 Cr of capital spending. Across the last 3 fiscal years the conversion rate is 111% of profit.

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

FY26: CFO ₹500 Cr vs profit ₹598 Cr Operating cash flow and net profit by fiscal year, ₹ Cr; the line is free cash flow (CFO minus capital spending). 11-year window, annual resolution.
111% of 3-year profit arrived as cash
Operating cashNet profitFree cash
77152828542−201₹ Cr₹500₹598₹242Dec 15FY21FY26
77152828542−201₹ Cr₹500₹598₹242Dec 15FY21FY26
FY26: CFO = 84% of profit (three-year rate 111%) 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%
337%203%70%−64%−198%%84%Dec 15FY21FY26
337%203%70%−64%−198%%84%Dec 15FY21FY26

Why conversion sits at 111%: the cash cycle tightened 14 days between FY21 and FY26 — cash that used to wait in the cycle now reaches the bank sooner.

Router verdict: no single sink dominates — the next section checks both the working-capital cycle and the capital spending.

→ So follow the cash to where it goes. Next: a −110-day cycle and ₹794 Cr of building.

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).

Cemindia Projects Ltd's cash conversion cycle runs −110 days in FY26, down from −96 days in FY21. Capital spending ran ₹794 Cr over the last 3 years. At FY26 sales of ₹10,061 Cr each day of that cycle holds about ₹27.6 Cr, so roughly ₹−3,032 Cr sits inside the business at any moment.

FY26: debtors at 47 days, inventory at 82 days — roughly 2.7 months of stock waiting to sell; that is where the cash sits while it waits — for a full cycle of −110 days, tighter than FY21's −96.

The full loop: cash goes out to suppliers and production on day 0; stock waits 82 days to sell; customers pay about 47 days after that; and suppliers themselves are paid at 238 days — netting out to the −110-day cycle.

In money terms: at FY26 sales of ₹10,061 Cr, each day of the cycle holds about ₹27.6 Cr — so the −110-day loop keeps roughly ₹−3,032 Cr sitting inside the business at any moment.

FY26: a −110-day cash cycle Debtor days, inventory days, payable days and the cash conversion cycle by fiscal year. 13-year window.
−14 days vs FY21
Cash cycleInventory daysDebtor daysPayable days
755484214−56−327days−110d82d47d238dDec 13Dec 16FY20FY23FY26
755484214−56−327days−110d82d47d238dDec 13FY20FY26

On the investment side: capital spending of ₹794 Cr over the last 3 fiscal years against ₹568 Cr of depreciation — building somewhat ahead of wear-and-tear. Capital work-in-progress stands at ₹22.0 Cr (FY26) — capacity paid for but not yet earning.

FY26: capex ₹258 Cr, work-in-progress ₹22.0 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.
steady investment
CapexWork-in-progress
4553412271140₹ Cr₹258₹22Dec 14Dec 16FY21FY23FY26
4553412271140₹ Cr₹258₹22Dec 14FY21FY26

The synthesis: neither the cycle nor the build-out is hoarding the cash — the machine is reasonably clean.

→ Does all this activity actually earn its cost of capital? Next: ROCE is 33% and the ROIC − WACC spread is +11.8 pp.

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.

Cemindia Projects Ltd earns a ROCE of 33% in FY26. That is up from a trough of 5% in Dec 14. Return on invested capital clears the cost of that capital by +11.8 percentage points, so growth here adds value rather than only size. The wiring behind it is 5.9% net margin on 1.42× asset turns.

FY26 ROCE is 33%, recovered from a Dec 14 trough of 5% — the full ladder below shows the fall and the climb, undoctored.

Why the return is what it is — the wiring (FY26): 5.9% net margin × 1.42× asset turns × 2.95× balance-sheet leverage ≈ 24.7% on equity. Margin does its share; leverage is a meaningful part of the equation.

The capstone test — ROIC − WACC: 23.8% − 12.0% = a +11.8 pp spread. The 12.0% is a standing assumption for the cost of capital in India, not a per-stock estimate — read the sign and the size of the spread, not the decimals. A spread this wide means every rupee reinvested creates more than a rupee of value — the engine compounds.

FY26: ROCE 33% Return on capital employed by fiscal year, % (line); ROIC by fiscal year, % (line). 13-year window, dips included. Dashed line = the 12.0% cost of capital used on this page.
the climb back from Dec 14's 5%
ROCEROIC (annual)WACC
35%27%19%11%2.8%%33%25.8%Dec 13FY20FY26
35%27%19%11%2.8%%33%25.8%Dec 13FY20FY26
Q4 FY26: ROCE 33.3% (TTM) vs WACC 12.0% Trailing-twelve-month ROCE and ROIC, per quarter, %; dashed line = the cost of capital. Last 12 quarters, put on a trailing-twelve-month basis and anchored to the annual figure.
ROCE (TTM)ROIC (TTM)WACC
35%29%23%17%10%%33.3%24.2%Q1 FY24Q2 FY25Q4 FY26
35%29%23%17%10%%33.3%24.2%Q1 FY24Q2 FY25Q4 FY26

→ Returns like these — is the balance sheet borrowing to make them? Next: debt-to-equity is 0.42.

11 · Debt

Debt Debt-to-equity says how much of the business is funded by borrowings. Low is the safe corner; the trend matters as much as the level.

Cemindia Projects Ltd carries total debt of ₹905 Cr against shareholder equity of ₹2,400 Cr as of Mar 26, a debt-to-equity of 0.38. On the annual view that ratio went from 0.49 in FY22 to 0.38 in FY26. Read the returns elsewhere on this page with that leverage in mind.

Mar 26: total debt of ₹905 Cr against shareholder equity of ₹2,400 Cr — a debt-to-equity of 0.38. On the annual view, debt-to-equity went from 0.49 (FY22) to 0.38 (FY26). Read the returns on this page with that leverage in mind.

FY26: debt ₹905 Cr at 0.38× equity Total debt by fiscal year, ₹ Cr (bars); debt-to-equity, × (line). 5-year window.
Total debtDebt-to-equity
9770.64×7330.57×4890.50×2440.43×00.36×₹ Cr×₹9050.38×FY22FY24FY26
9770.64×7330.57×4890.50×2440.43×00.36×₹ Cr×₹9050.38×FY22FY24FY26
Mar 26: debt ₹905 Cr, debt-to-equity 0.38 Total debt per quarter, ₹ Cr (bars); debt-to-equity, × (line). Last 12 quarters. India reports the full balance sheet half-yearly, so the intervening quarter carries the prior reading forward.
Total debt (quarterly)Debt-to-equity
1.1k0.64×7950.57×5300.50×2650.43×00.36×₹ Cr×₹9050.38×Jun 23Sep 24Mar 26
1.1k0.64×7950.57×5300.50×2650.43×00.36×₹ Cr×₹9050.38×Jun 23Sep 24Mar 26

→ Who owns this, and are they adding or leaving? Next: Promoters added 20.8 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 added 20.8 points of Cemindia Projects Ltd over 8 quarters, the biggest move on the register. That takes promoters to 67.5% of the company. Foreign institutions moved −12.7 points over the same window, to 7.3%. The register is read on the four disclosed classes only; nothing is inferred between filings.

The register over the last two years — Promoters: +20.8 points over 8 quarters to 67.5%; Foreign institutions: −12.7 points over 8 quarters to 7.3%; Domestic institutions: +0.4 points over 8 quarters to 2.9%.

Why the register moved: promoters drove it (+20.8 points), absorbed on the other side by foreign institutions (−12.7 points) — steady accumulation by institutions reading the same numbers this page reads.

Fiscal-year ends: promoters +20.8 pts from Mar 24 to Mar 26 Shareholding at each fiscal-year end (March quarter), % of the company. 3 year-ends held.
PromotersForeign inst.Domestic inst.Public
73%54%35%16%−3.4%%67.5%7.3%1.9%23.3%Mar 24Mar 25Mar 26
73%54%35%16%−3.4%%67.5%7.3%1.9%23.3%Mar 24Mar 25Mar 26
Promoters added 20.8 points over 8 quarters Shareholding by holder class, % of the company, quarterly, last 13 quarters.
PromotersForeign inst.Domestic inst.Public
73%53%34%15%−4.6%%67.5%7.3%2.9%22.4%Jun 23Dec 24Jun 26
73%53%34%15%−4.6%%67.5%7.3%2.9%22.4%Jun 23Dec 24Jun 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.

Cemindia Projects 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 · Infra - 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
Cemindia Projects Ltd this page42.1×₹24,755 CrConsistent
Larsen & Toubro Ltd31.7×₹5.2L CrMixed
Rail Vikas Nigam Ltd53.5×₹46,815 CrMixed
NBCC (India) Ltd38.3×₹25,337 CrMixed
IRB Infrastructure Developers Ltd26.9×₹23,685 CrMixed
PNC Infratech Ltd13.6×₹6,111 CrTurning around
Hindustan Construction Company Ltd40.8×₹5,614 CrNo read
H.G. Infra Engineering Ltd11.8×₹3,499 CrMixed
KNR Constructions Ltd7.8×₹3,409 CrImproving
Patel Engineering Ltd7.0×₹2,780 CrTurning around
Ramky Infrastructure Ltd11.3×₹2,568 CrImproving
Simplex Infrastructures Ltd48.0×₹1,892 CrNo read
SPML Infra Ltd22.6×₹1,692 CrNo read
Likhitha Infrastructure Ltd22.8×₹894 CrDeteriorating
Hazoor Multi Projects Ltd26.7×₹723 CrNo read
Hazoor Multi Projects Ltd13.9×₹595 CrNo read
Giriraj Civil Developers Ltd21.1×₹454 CrTurning around
Vishnu Prakash R Punglia Ltd59.9×₹412 CrDeteriorating
12 · Frequently asked questions

Frequently asked questions

What is Cemindia Projects Ltd's share price today?

Cemindia Projects Ltd trades at ₹1,615, +99.9% over the past year. The company is valued at ₹24,755 Cr. The stock sits at 100% of its 52-week range of ₹527–₹1,615, +81.0% versus its 200-day average. On the tape, the price is in a confirmed uptrend, 9 weeks in. — as of 24 July 2026.

What were Cemindia Projects Ltd's latest quarterly results?

Cemindia Projects Ltd reported revenue of ₹2,973 Cr and net profit of ₹242 Cr for the Mar 26 quarter. Revenue rose 17.4% and profit rose 114.2% year on year. Earnings per share were ₹14.10. The operating margin was 12.0%, 2.0 pp higher than a year earlier. — as of 24 July 2026.

What is Cemindia Projects Ltd's revenue?

Cemindia Projects Ltd reported revenue of ₹2,973 Cr in the Mar 26 quarter, +17.4% year on year. For the full FY26 fiscal year, revenue was ₹10,061 Cr (+8.8%). Over the last 11 years revenue compounded at 12.0% a year. — as of 24 July 2026.

What is Cemindia Projects Ltd's profit?

Cemindia Projects Ltd earned ₹242 Cr of net profit in the Mar 26 quarter, +114.2% year on year — the 12th straight quarter of growth. Full-year FY26 profit was ₹598 Cr. The operating margin ran 12.0% in the latest quarter. — as of 24 July 2026.

What is Cemindia Projects Ltd's market cap?

Cemindia Projects Ltd's market capitalisation is ₹24,755 Cr at a share price of ₹1,615. 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 Cemindia Projects Ltd's P/E ratio?

Cemindia Projects Ltd trades at a P/E of 42.1×, at the 83rd percentile of its own 10-year range, against a long-run median of 26.9×. This is a comparison with the stock's own history, not a value call — as of 24 July 2026.

Does Cemindia Projects Ltd pay a dividend?

Yes — Cemindia Projects Ltd's dividend payout was 9% of profit in FY26, and it recorded a payout in 11 of its last 13 reported fiscal years. This page holds the payout ratio, not a per-share amount. — as of 24 July 2026.

Is Cemindia Projects Ltd overvalued?

On its own history, Cemindia Projects Ltd looks expensive against its own history: its P/E of 42.1× sits at the 83rd percentile of its 10-year range (long-run median 26.9×). 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 Cemindia Projects Ltd growing?

Yes — Cemindia Projects Ltd is growing: latest-quarter revenue +17.4% year on year, profit +114.2%, and the margin +2.0 pp at 12.0%. The earnings engine currently reads: improving — as of 24 July 2026.

How is Cemindia Projects Ltd performing?

Cemindia Projects Ltd is in a confirmed uptrend, 9 weeks in. Its latest quarter's revenue rose 17.4% and profit rose 114.2% year on year. Against the NIFTY 500 it has been ahead on a trailing-13-week view for 19 weeks. This describes what the data did, not a rating. — as of 24 July 2026.

What stage is Cemindia Projects Ltd in?

Consistent — revenue, profit and EPS growth have stayed positive through the window, with ROCE at 44.6% and holding. The read comes from the last 12 quarters of growth (revenue growth +9.3% latest, profit growth +60.8% latest, eps growth +60.5% latest) plus the ROCE curve, classified by deterministic rules — a trajectory read, not a buy or sell call — as of 24 July 2026.

Is Cemindia Projects Ltd in an uptrend?

Yes — the price is in a confirmed uptrend (week 9 of stage 2), trading +81.0% versus its 200-day average and at 100% 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 Cemindia Projects Ltd beating the market?

On recent form, yes — Cemindia Projects Ltd has been ahead of the NIFTY 500 on a trailing-13-week view for 19 straight weeks, the same metric the week-by-week ribbon on this page draws. Separately, on the cumulative view: over the last 10.3 years the stock moved +1,411% against the NIFTY 500's +274% — ahead of the index over the full window. — as of 24 July 2026.

Will Cemindia Projects Ltd's share price go up?

This page publishes no price forecast for Cemindia Projects Ltd. What it measures instead: the share price is ₹1,615, the price is in a confirmed uptrend 9 weeks in. Its P/E of 42.1× sits at the 83rd percentile of its own 10-year range. — as of 24 July 2026.

Who owns Cemindia Projects Ltd?

Promoters hold 67.5% of Cemindia Projects Ltd, foreign institutions 7.3%, domestic institutions 2.9% and the public 22.4% (latest quarter). The biggest move on the register over the last two years: Promoters added 20.8 points over 8 quarters. — as of 24 July 2026.

Does Cemindia Projects Ltd have too much debt?

It is moderate — Cemindia Projects Ltd's debt-to-equity is 0.42, and operating profit covers the interest bill 5×. FY26 borrowings were ₹1,001 Cr against equity of ₹2,399 Cr. Read the returns on this page with that leverage in mind — as of 24 July 2026.

What is Cemindia Projects Ltd's capex?

Cemindia Projects Ltd spent ₹794 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 ₹258 Cr, with ₹22.0 Cr in capital work-in-progress — capacity paid for but not yet earning. — as of 24 July 2026.

What is Cemindia Projects Ltd's cash flow?

Cemindia Projects Ltd generated ₹500 Cr of operating cash flow in FY26 and ₹242 Cr of free cash flow after ₹258 Cr of capital spending. Reported profit that year was ₹598 Cr, so operating cash ran behind profit. Cash-flow resolution for India is annual. — as of 24 July 2026.

Is Cemindia Projects Ltd's profit real cash?

Yes — over the last 3 fiscal years, 111% of Cemindia Projects Ltd's reported profit arrived as operating cash. In FY26, operating cash was ₹500 Cr against reported profit of ₹598 Cr. The cash then goes into a mix of the working-capital cycle and capacity. Cash-flow resolution is annual — as of 24 July 2026.

Where is Cemindia Projects Ltd in its business cycle?

Cemindia Projects Ltd's FY26 operating margin was 10.0%, against a 13-year band of 6.0%–13.0%: mid-band by its own history — neither the peak that precedes mean-reversion nor the trough that precedes recovery. The latest quarter ran 12.0%. 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 Cemindia Projects Ltd story?

The sharpest disagreement: the price moved +99.9% in a year while annual EPS moved +60.3% — the difference is re-rating, and re-rating has to be repaid with earnings. 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 Cemindia Projects Ltd a stock worth studying right now?

This is not investment advice. The machine read: Cemindia Projects Ltd's price has outrun its earnings. +99.9% in a year against EPS +60.3% — the market is paying now for delivery later. The sharpest open question: whether earnings grow into a price that has already moved. 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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