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Kesar India Ltd: Stock Analysis & Fundamentals

Updated this week

Kesar India Ltd (Realty - Construction & Contracting) — fundamental analysis, earnings data, and key metrics. PE: 189.0. ROE: 47.1%. This stock is not currently in the Nifty 500 momentum outperformers list.

Earnings Acceleration Triggers

1. Land transaction profit realization
Q3 FY26HIGH
2. Balance consideration receivable
Q4 FY26MEDIUM

Key Risks

1. One-time transaction volatility
HIGH

Key Numbers

Current Price
₹1,156
Market Cap
3.2K Cr
Valuation
N/A

Why Are Kesar India Ltd's Earnings Accelerating?

Based on Q3 FY26 earnings • Updated Feb 22, 2026

Land transaction profit realization

Expected: Q3 FY26HIGH confidence+₹56.56 Cr revenue

What: Completed land transaction generating ₹56.56 cr profit in Q3

Impact: +₹56.56 Cr revenue

“During the period, the company executed a significant land transaction, purchasing land worth ₹59.16 crore and selling it for a total consideration of ₹115.72 crore.”

Balance consideration receivable

Expected: Q4 FY26MEDIUM confidence+₹34.72 Cr revenue

What: Remaining ₹34.72 cr from land transaction pending

Impact: +₹34.72 Cr revenue

“The company received ₹81.00 crore during the year, with the balance consideration receivable upon completion of due diligence processes including title verification and occupation certificate issuance.”

What Are the Key Risks for Kesar India Ltd?

Earnings deceleration risks from management commentary

One-time transaction volatility

HIGH

Trigger: Absence of similar land transactions

Management view: No specific commentary on sustainability of transaction model provided in available materials.

Monitor: New land transaction announcements

What Is Kesar India Ltd's Management Saying?

Key quotes from recent conference calls

“During the period, the company executed a significant land transaction, purchasing land worth ₹59.16 crore and selling it for a total consideration of ₹115.72 crore. — Management”
“For the nine months ended December 31, 2025, the company maintained strong momentum with total revenue of ₹12,141.72 lacs and net profit of ₹1,822.81 lacs, compared to ₹6,628.82 lacs revenue and ₹1,818.08 lacs profit in the corresponding period last year. — Management”
“On a consolidated basis, the company reported revenue of ₹9,165.25 lacs and net profit of ₹1,534.04 lacs for Q3FY26, including results from various subsidiaries across India and international operations through Kesar Middle East FZCO and other entities. — Management”

What Is Kesar India Ltd's Management Guidance?

Forward-looking targets from management for next_2_4_quarters

Management Tone: CAUTIOUS

The above analysis is parsed from publicly available earnings call transcripts. This is educational research only — not investment advice. Last updated Feb 22, 2026.

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Frequently Asked Questions: Kesar India Ltd

Based on publicly available financial data. This is educational research, not investment advice.

What were Kesar India Ltd's latest quarterly results?

Kesar India Ltd's latest quarterly results (Dec 2025) show

  • PAT Growth YoY: +650.0%
  • Revenue Growth YoY: +441.2%
  • Operating Margin: 25.0%

What is Kesar India Ltd's current PE ratio?

Kesar India Ltd's current PE ratio is 189.0x.

  • Current PE: 189.0x
  • Market Cap: 3.2K Cr

What is Kesar India Ltd's price-to-book ratio?

Kesar India Ltd's price-to-book ratio is 23.7x.

  • Price-to-Book (P/B): 23.7x
  • Book Value per Share: ₹49
  • Current Price: ₹1156

Is Kesar India Ltd a fundamentally strong company?

Kesar India Ltd's fundamental strength based on key financial ratios

  • Return on Capital (ROCE): 40.0%

Is Kesar India Ltd debt free?

Kesar India Ltd has a debt-to-equity ratio of N/A.

  • Total Debt: ₹27 Cr

What is Kesar India Ltd's return on equity (ROE) and ROCE?

Kesar India Ltd's return ratios over recent years

  • FY2023: ROCE 8.7%
  • FY2024: ROCE 41.0%
  • FY2025: ROCE 40.0%

Is Kesar India Ltd's cash flow positive?

Kesar India Ltd's operating cash flow is negative (FY2025).

  • Cash from Operations (CFO): ₹-8 Cr
  • Free Cash Flow (FCF): ₹-7 Cr
  • CFO/PAT Ratio: -42% (weak cash conversion)

What is Kesar India Ltd's dividend yield?

Kesar India Ltd currently does not pay a significant dividend (yield 0.00%).

  • Dividend Yield: 0.00%
  • Current Price: ₹1156

Who holds Kesar India Ltd shares — promoters, FII, DII?

Kesar India Ltd's shareholding pattern (Feb 2026)

  • Promoters: 72.0%
  • FII (Foreign): 16.5%
  • Public: 11.5%

Is promoter holding increasing or decreasing in Kesar India Ltd?

Kesar India Ltd's promoter holding has decreased recently.

  • Current Promoter Holding: 72.0% (Feb 2026)
  • Previous Quarter: 73.5% (Dec 2025)
  • Change: -1.48% (decreasing — worth monitoring)

Is Kesar India Ltd a new momentum entry or an established outperformer?

Kesar India Ltd is an established outperformer with 1 weeks of consecutive Nifty 500 outperformance.

What are the growth catalysts for Kesar India Ltd?

Kesar India Ltd has 2 key growth catalysts identified from recent earnings analysis

  • Land transaction profit realization
  • Balance consideration receivable

What are the key risks in Kesar India Ltd?

Kesar India Ltd has 1 key risk worth monitoring

  • One-time transaction volatility

What did Kesar India Ltd's management say in the latest earnings call?

In Q3 FY26, Kesar India Ltd's management highlighted

  • "During the period, the company executed a significant land transaction, purchasing land worth ₹59.16 crore and selling it for a total consideration of..."
  • "For the nine months ended December 31, 2025, the company maintained strong momentum with total revenue of ₹12,141.72 lacs and net profit of ₹1,822.81 ..."
  • "On a consolidated basis, the company reported revenue of ₹9,165.25 lacs and net profit of ₹1,534.04 lacs for Q3FY26, including results from various su..."

What is Kesar India Ltd's management guidance for growth?

Kesar India Ltd's management has provided the following forward guidance for next_2_4_quarters

  • Management tone: cautious

Is Kesar India Ltd worth studying for long term investment?

Based on quantitative research signals, here is why Kesar India Ltd may be worth studying

  • Currently showing mixed signals — monitor for clearer trend confirmation

What is the investment thesis for Kesar India Ltd?

Kesar India Ltd investment thesis summary:

Research Signals (Bull Case)

  • Growth catalyst: Land transaction profit realization

Risk Factors (Bear Case)

  • Key risk: One-time transaction volatility

What is the future outlook for Kesar India Ltd?

Kesar India Ltd's forward outlook based on current data signals

  • Key Catalyst: Land transaction profit realization
  • Key Risk: One-time transaction volatility

The above FAQs are generated from publicly available earnings data and conference call transcripts. This is educational research only. Sector Alpha is not SEBI registered and does not provide investment advice.