In , Kesar India Ltd (Realty - Construction & Contracting) is outperforming Nifty 500 with +10.2% relative strength. Fundamentals: Weak.
Weekly presence in the outperformers list. Green = beating Nifty 500 by 10%+ that week.
Based on Q3 FY26 earnings • Updated Feb 22, 2026
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.”
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.”
Earnings deceleration risks from management commentary
Trigger: Absence of similar land transactions
Impact: -50% PAT impact
Management view: No specific commentary on sustainability of transaction model provided in available materials.
Monitor: New land transaction announcements
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”
Forward-looking targets from management for next_2_4_quarters
Revenue, profit and margin growth rates
| Metric | YoY | 3Y CAGR | Trend |
|---|---|---|---|
| Revenue | +107% | +80% | Stable |
| PAT (Net Profit) | +650% | +80% | Inflection Up |
| OPM | 24.0% | +1600 bps | Volatile |
The above analysis is parsed from publicly available earnings call transcripts. This is educational research only — not investment advice. Last updated Feb 22, 2026.
Based on publicly available financial data. This is educational research, not investment advice.
Kesar India Ltd's latest quarterly results (Mar 2026) show
Kesar India Ltd's profit is growing with an turning around (inflection up) trend.
Kesar India Ltd's revenue growth trend is stable.
Kesar India Ltd's operating margin is volatile.
Kesar India Ltd's long-term compounding rates
Kesar India Ltd's earnings growth is turning around (inflection up) with mixed signals on a sequential basis.
Kesar India Ltd's trailing twelve month (TTM) performance
Kesar India Ltd appears significantly overvalued based on our fair value analysis.
Kesar India Ltd's current PE ratio is 119.0x.
Kesar India Ltd's current PE is 119.0x.
Kesar India Ltd's price-to-book ratio is 14.3x.
Kesar India Ltd is rated Weak with a fundamental score of 29/100. This score is calculated from objective financial metrics
Kesar India Ltd has a debt-to-equity ratio of N/A.
Kesar India Ltd's return ratios over recent years
Kesar India Ltd's operating cash flow is negative (FY2026).
Kesar India Ltd currently does not pay a significant dividend (yield 0.00%).
Kesar India Ltd's shareholding pattern (Mar 2026)
Kesar India Ltd's promoter holding has remained stable recently.
Kesar India Ltd has been outperforming Nifty 500 for 2 consecutive weeks, indicating early-stage outperformance.
Kesar India Ltd is an established outperformer with 2 weeks of consecutive Nifty 500 outperformance.
Kesar India Ltd has 2 key growth catalysts identified from recent earnings analysis
Kesar India Ltd has 1 key risk worth monitoring
In Q3 FY26, Kesar India Ltd's management highlighted
Kesar India Ltd's management has provided the following forward guidance for next_2_4_quarters
Based on quantitative research signals, here is why Kesar India Ltd may be worth studying
Kesar India Ltd investment thesis summary:
Kesar India Ltd's forward outlook based on current data signals
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.
