Sector Alpha Week of 2026-09-11
Not SEBI Registered !! Not Investment advice !!
Sector Alpha — machine-written from the numbers · Data as of 2026-09-11

Effwa Infra & Research Ltd

EFFWA
Construction - Civil/Turnkey

Effwa Infra & Research Ltd's price has outrun its earnings. +73.6% in a year against EPS +42.2% — the market is paying now for delivery later.

The sharpest disagreement: profits are rising, but only 5% 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 (18 weeks in) while the P/E sits at the 85th percentile of its own 2-year range. Underneath, the last four quarters read improving — profit +20.0% year on year, and 5% of the last 3 years' profit arrived as cash. What settles it: whether the cash starts following the profit.

Price
₹375
+73.6% 1Y
P/E
30.3×
85th pctile
of its own 2-year range
Revenue (Mar 26)
₹163 Cr
+31.5% YoY
Profit (Mar 26)
₹18.0 Cr
+20.0% YoY
Operating margin
16.0%
−2.0 pp YoY
ROCE
29%
FY26
ROIC
26.5%
vs WACC 12.0% → +14.5 pp
Cash conversion
5%
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. PEG is the exception: the quarterly curve is not drawn at all. PEG asks what is being paid for growth — both sides of that division come from the source that could not be checked, so it is withheld instead of marked.
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.

Effwa Infra & Research Ltd trades at ₹375, in a confirmed uptrend and 18 weeks into that stage. That is +27.6% against its own 200-day average. It sits at 89% of a 52-week range of ₹182 to ₹398. On relative strength it has been ahead of the NIFTY 500 on a trailing-13-week view for 2 straight weeks.

Today the stock is in a confirmed uptrend — week 18 of stage 2, confirmed. At ₹375 it trades +27.6% versus its 200-day average and sits at 89% of its 52-week range (₹182–₹398).

Sep 26: ₹375 Weekly closing price (₹) with 50- and 200-day averages; shaded bands mark the price stage (grey base, green advance, amber top, red decline). 2-year window.
+27.6% versus the 200-day line, week 18 of stage 2
Price50-day avg200-day avg
S2S4S2S2S4S2₹417₹348₹279₹209₹140₹375₹294Jul 24Feb 25Aug 25Mar 26Sep 26
S2S4S2S2S4S2₹417₹348₹279₹209₹140₹375₹294Jul 24Aug 25Sep 26
Beating or trailing, week by week since 2024 Each cell is one week from 2024 to now (120 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 24Sep 26

Against the market, two honest reads. Cumulative: over the last 2.2 years the stock moved +129% while the NIFTY 500 moved −1% — ahead of the index over the full window. Recent form: on a trailing-13-week view the stock has been ahead for 2 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.

02 · Story check

Story check

Effwa Infra & Research Ltd's story is not scored yet against the markers our research file set on 17 May 2026. Where it sits in its own cycle: EARLY_EXPANSION. Our fortnightly research layers last read it on 22 August 2026.

NOT YET CHECKED

Our read, 17 May 2026. A niche industrial water-treatment EPC with a 3x order book and a proprietary Zero Material Discharge patent in the pipeline — priced at 13th-percentile PE while delivering 37% revenue CAGR.

From the numbers. PE at 13th percentile of 10-year range per pe_pb_expansion_snapshots; the source labels the setup as compressed with a GOLDEN_SETUP EPS classification. Earnings-driven: EPS has accelerated sharply (2.06 to 6.63 to 4.38…

From the price. Price stage 2, week 18 — above its 200-day line, relative strength falling.

From the research. A niche industrial water-treatment EPC with a 3x order book and a proprietary Zero Material Discharge patent in the pipeline — priced at 13th-percentile PE while delivering 37% revenue CAGR.

🚨 Where they disagree. PE at 13th percentile of 10-year range per pe_pb_expansion_snapshots; the source labels the setup as compressed with a GOLDEN_SETUP EPS classification. Earnings-driven: EPS has accelerated sharply (2.06 to 6.63 to 4.38 to 7.98 across the 4 halves) while PE has compressed relative to history. P/B of 4.76 on ROCE 29.3% is reasonable for a high-return small-cap. FII exposure negligible (0.13%) — institutional signal mixed. Main board migration catalyst (post-July 2027) is the re-rating event to watch.

What is proven. A niche industrial water-treatment EPC with a 3x order book and a proprietary Zero Material Discharge patent in the pipeline — priced at 13th-percentile PE while delivering 37% revenue CAGR.

What is not proven yet. May 2026 concall contained an arithmetic impossibility: management claimed Q1 2027 completion but then revealed patent not yet filed; registration takes 12-14 months, placing receipt no earlier than mid-2027.

🚨 Layer 1 read, 22 August 2026 — DROP. Real order book, but the 35% price run since May ate the cheapness the thesis was built on. Effwa has 750 Cr of confirmed work — three times last year's sales — from JSW, Reliance, Adani and Tata, and it delivered last year: sales up 36.8% and profit up 42.3%. The problem is that this thesis was written in May at a share price of 254 and the share is now 343, up 35.1%, with no new results published in between because the company only reports twice a year. So the multiple the thesis calls cheap at the 13th percentile is now at the 83.3rd percentile of the only nine quarters of history that exist. On top of that, management gave two contradictory patent dates inside the same call, and three years of profit (63 Cr) have produced only 3 Cr of actual cash — I checked the yearly figures…

What would change Layer 1’s mind. The timeline's own falsification is the patent timeline. I sharpen it to the thing that actually decides this share: the half-year results for April-September 2026, due around November. If revenue comes in at or above 87 Cr per quarter — roughly 175 Cr for the half, the run-rate the 350 Cr full-year guide implies — with operating margin still at 16% or better, the order book is converting and the higher multiple is earned, and I move to P1. If revenue undershoots that or margin drops below 16%…

The test written in advance. ZMD Patent Timeline Credibility — Internal Contradiction — ZMD Patent Timeline Credibility — Internal Contradiction Patent filing confirmation in Q1 FY27 concall; any management correction of the Q1 2027 timeline claim by the next result.

The test written in advance. Order Book Conversion — Milestone-Billing Execution Concentration — Order Book Conversion — Milestone-Billing Execution Concentration by the next result.

The test written in advance. Talent Constraint on Specialized Engineering Scale — Talent Constraint on Specialized Engineering Scale Employee headcount growth disclosures; project delivery quality as revenue doubles by the next result.

What the company does. FY26 closed with revenue +36.8%, EBITDA +40.3%, PAT +42.3%, OPM 16.6% — operating leverage visible with EBITDA growth outpacing top-line by 3.5pp. Order book at Rs 750 Cr (3x FY26 revenue) targeting Rs 1,000 Cr within 2-3 months; blue-chip client pivot to JSW, Reliance, Adani, Tata reduces concentration and supports pricing. PE at 13th percentile of 10-year history; management guiding 35-40% CAGR through FY30; ZMD patent (July 2027 target) is the unpriced optionality — contingent on resolving the within-call timeline contradiction.

The dials — and the exact level that would change the read
DialNowWasWhy it mattersWatch line
Order Book Scale — 3x Revenue Cover with…HIGHRs 750 Cr confirmed order book (3x FY26 revenue) targeting Rs 1,000 Cr within 2-3 months; private sector blue-chips (JSW Rs 313…Patent filing confirmation in Q1 FY27 concall; any management correction of the Q1 2027 timeline claim
Operating Leverage on Fixed-Cost…MEDIUM_HIGHEBITDA grew 40.3% on 36.8% revenue growth — operating leverage documented; Thane office (10,000 sq ft, Rs 19.8 Cr CWIP) expands…Patent filing confirmation in Q1 FY27 concall; any management correction of the Q1 2027 timeline claim
Zero Material Discharge Patent…MEDIUM_DEFERREDZMD converts ZLD sludge into reusable by-products; 15-year IP moat targeted July 2027; one NDA customer already implementing…Patent filing confirmation in Q1 FY27 concall; any management correction of the Q1 2027 timeline claim
O&M Recurring Revenue LayerMEDIUMO&M contributed Rs 8 Cr (3% of FY26 revenue) at superior EBITDA margins vs EPC; guided Rs 10-12 Cr in FY27; builds as installed…Patent filing confirmation in Q1 FY27 concall; any management correction of the Q1 2027 timeline claim
Client Mix Upgrade — Industrial Estate…MEDIUMEntry into GIDC/MIDC-governed industrial estate sewage (avoids municipal payment risk) + data center water recycling provides…Patent filing confirmation in Q1 FY27 concall; any management correction of the Q1 2027 timeline claim
Everything further down this page is evidence for or against these.
the numbers
EARLY_EXPANSION
the price
stage 2, above the 200-day line
the why
COMPRESSED
FY25-Q2FY26-Q4
1 · Operating leverageQUIET
2 · Value-added mixQUIET
3 · Management changeBUILDING
4 · Paying down debtQUIET
5 · Regulatory approvalQUIET
6 · Order-book winsBUILDING
7 · ConsolidationQUIET
8 · Demerger or value unlockQUIET
9 · BuybackQUIET
10 · New geographiesBUILDING
11 · Selling more to existing customersBUILDING
12 · New product launchBUILDING
13 · Mandatory normsQUIET
14 · A bigger market to sell intoQUIET
15 · Market-share gainsQUIET
16 · Asset qualityQUIET

Lever 6 · Order-book wins — BUILDING. Rs 750 Cr confirmed order book (3x FY26 revenue) targeting Rs 1,000 Cr within 2-3 months; private sector blue-chips (JSW Rs 313 Cr, Reliance, Adani, Tata) now majority of backlog. What proves it keeps working: Order Book Scale — 3x Revenue Cover with Blue-Chip Shift. It stops working if Patent filing confirmation in Q1 FY27 concall; any management correction of the Q1 2027 timeline claim.

Lever 3 · Management change — BUILDING. EBITDA grew 40.3% on 36.8% revenue growth — operating leverage documented; Thane office (10,000 sq ft, Rs 19.8 Cr CWIP) expands capacity without proportional cost jump. What proves it keeps working: Operating Leverage on Fixed-Cost Infrastructure. It stops working if Patent filing confirmation in Q1 FY27 concall; any management correction of the Q1 2027 timeline claim.

Lever 12 · New product launch — BUILDING. ZMD converts ZLD sludge into reusable by-products; 15-year IP moat targeted July 2027; one NDA customer already implementing — internal timeline contradiction in May 2026 call is a red flag. What proves it keeps working: Zero Material Discharge Patent — First-Mover Optionality (FY28+). It stops working if Patent filing confirmation in Q1 FY27 concall; any management correction of the Q1 2027 timeline claim.

Lever 11 · Selling more to existing customers — BUILDING. O&M contributed Rs 8 Cr (3% of FY26 revenue) at superior EBITDA margins vs EPC; guided Rs 10-12 Cr in FY27; builds as installed base of completed projects grows. What proves it keeps working: O&M Recurring Revenue Layer. It stops working if Patent filing confirmation in Q1 FY27 concall; any management correction of the Q1 2027 timeline claim.

Sources: our stock research file (17 May 2026) · quarterly results through Mar 26 · the company’s own earnings calls. The story check is re-scored every results season; the record below never changes.

The whole page in one table — every row jumps to its section
SectionWhere it is nowVs a year agoThe one thing to watch nextRead
Revenue₹61 CrOrder Book Scale — 3x Revenue Cover with Blue-Chip Shift
Ownershipsee the sectionOperating Leverage on Fixed-Cost Infrastructure
03 · Revenue

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

Effwa Infra & Research Ltd reported ₹163 Cr of revenue in the Mar 26 quarter, +31.5% year on year. That is the 4th straight quarter of year-on-year growth. Over 5 years it has compounded at 35.7% a year. The last full year, FY26, came in at ₹253 Cr. The last four reported quarters add to ₹438 Cr.

Why this happened. The single most important driver for FY27-FY28. FY26 order inflows were Rs 600+ Cr; the current backlog of Rs 750 Cr (with two additional wins pending formal confirmation) provides 2+ years of revenue visibility. The JSW project at Rs 313 Cr alone is 1.2x FY26 revenue. Management expects to refresh the book to Rs 1,000 Cr within 2-3 months. The pipeline is Rs 2,600+ Cr, with 30%+ bid success rate in a field dominated by Wabag and Thermax. The key FY27 question is whether the Rs 350 Cr conservative guidance understates actual execution given the milestone-billing cycle and JSW project's 25-30% expected FY27 completion.

FY26 revenue came in at ₹253 Cr (+36.8% on the year), capping 5 years at 35.7% compound. The latest quarter (Mar 26) printed ₹163 Cr, +31.5% year on year — the 4th consecutive quarter of year-over-year growth.

FY26 revenue ₹253 Cr (+36.8% YoY) Revenue bars, ₹ Cr (left); YoY growth-% line (right). 6-year window. A bar is red when it is lower than the year before.
35.7% a year over 5 years
RevenueYoY growth
27395%20573%13750%6827%04.3%₹ Cr%₹25336.8%FY21FY23FY26
27395%20573%13750%6827%04.3%₹ Cr%₹25336.8%FY21FY23FY26
Mar 26: ₹163 Cr (+31.5% 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.
4th straight quarter of growth
Revenue (quarterly)YoY growth
17691%13269%8848%4426%04.8%₹ Cr%₹16331.5%Sep 23Sep 24Mar 26
17691%13269%8848%4426%04.8%₹ Cr%₹16331.5%Sep 23Sep 24Mar 26

Pace check: the last four quarters averaged +43.6% growth against the decade's 35.7% — the current year is running faster than its own long-run rate.

FY26-Q2. H1 acceleration — 47.5% revenue growth, PAT doubled

Why-sources: our stock research file (17 May 2026) and the company’s own results for those quarters.

Watch next
MetricOrder Book Scale — 3x Revenue Cover with Blue-Chip Shift
ThresholdPatent filing confirmation in Q1 FY27 concall; any management correction of the Q1 2027 timeline claim
Which resultthe next result
04 · 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.

Effwa Infra & Research Ltd's operating margin is 16.0% in the Mar 26 quarter, −2.0 percentage points against the same quarter a year ago. That is the widest this company has ever printed on a full-year basis. Across the last four quarters the operating margin has moved +0.0 percentage points. The current quarter sits inside that band.

The latest quarter's operating margin is 16.0%, −2.0 pp against the same quarter a year ago. Across 6 fiscal years the operating margin has ranged 6.0%–17.0%, and FY26's 17.0% is the top of that band — a record year.

Why the margin moved: operating margin went +0.8 pp year on year while gross margin went +0.0 pp — the gain came mostly below the gross line: operating leverage, with costs spread over a bigger revenue base.

Worth repeating from the valuation section: cheap against its own history on record margins is not the same thing as cheap — a record margin flatters every ratio built on top of it.

FY26: 17.0% Operating margin by fiscal year, %, line (left); year-on-year change in the margin, in percentage points, line (right). 6-year window.
the widest a 6.0–17.0% band over 6 years
operating marginYoY change (pp)
18%6.6%15%4.3%12%2.0%8.3%−0.3%5.1%−2.6%%%17%1%FY21FY23FY26
18%6.6%15%4.3%12%2.0%8.3%−0.3%5.1%−2.6%%%17%1%FY21FY23FY26
Mar 26: 16.0% 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)
19%5.6%16%3.5%14%1.5%11%−0.5%8.3%−2.6%%%16%−2%Sep 23Sep 24Mar 26
19%5.6%16%3.5%14%1.5%11%−0.5%8.3%−2.6%%%16%−2%Sep 23Sep 24Mar 26

FY26-Q2. H1 acceleration — 47.5% revenue growth, PAT doubled

Why-sources: our stock research file (17 May 2026) and the company’s own results for those quarters.

05 · Net profit

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

Effwa Infra & Research Ltd earned ₹18.0 Cr of net profit in the Mar 26 quarter, +20.0% year on year. It is the 4th consecutive quarter of growth. Full-year FY26 profit was ₹29.0 Cr. The 5-year compound rate is 70.7%. That is 11.0% of the quarter's revenue. The same quarter a year earlier earned ₹13.0 Cr.

Mar 26 profit was ₹18.0 Cr, +20.0% year on year — the 4th consecutive quarter of growth. On the full year, FY26 printed ₹29.0 Cr (+45.0%), and the 5-year compound rate is 70.7%.

FY26 profit ₹29.0 Cr (+45.0% YoY) Net profit bars, ₹ Cr (left); YoY growth-% line (right). 6-year window. A bar is red when it is lower than the year before.
70.7% a year over 5 years
Net profitYoY growth
31192%23147%16103%858%013%₹ Cr%₹2945%FY21FY23FY26
31192%23147%16103%858%013%₹ Cr%₹2945%FY21FY23FY26
Mar 26: ₹18.0 Cr (+20.0% 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.
4th straight quarter of growth
Net profit (quarterly)YoY growth
19431%15319%10208%596%0−15%₹ Cr%₹1820%Sep 23Sep 24Mar 26
19431%15319%10208%596%0−15%₹ Cr%₹1820%Sep 23Sep 24Mar 26

Why profit moved: revenue contributed +31.5% and the margin −2.0 pp — the quarter was revenue-led despite a thinner margin.

Pace comparison, last four quarters: profit +133.8% vs revenue +43.6%. 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.

FY26-Q2. H1 acceleration — 47.5% revenue growth, PAT doubled

Why-sources: our stock research file (17 May 2026) and the company’s own results for those quarters.

06 · 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 5% of Effwa Infra & Research Ltd's reported profit arrived as operating cash — a gap worth watching. In FY26 that was ₹29.0 Cr of operating cash against ₹29.0 Cr of profit. After ₹20.0 Cr of capital spending, ₹9.0 Cr was left as free cash.

FY26: operating cash of ₹29.0 Cr against reported profit of ₹29.0 Cr, leaving free cash of ₹9.0 Cr after ₹20.0 Cr of capital spending. Across the last 3 fiscal years the conversion rate is 5% of profit.

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

FY26: CFO ₹29.0 Cr vs profit ₹29.0 Cr Operating cash flow and net profit by fiscal year, ₹ Cr; the line is free cash flow (CFO minus capital spending). 6-year window, annual resolution.
5% of 3-year profit arrived as cash
Operating cashNet profitFree cash
3416−1−18−36₹ Cr₹29₹29₹9FY21FY23FY26
3416−1−18−36₹ Cr₹29₹29₹9FY21FY23FY26
FY26: CFO = 100% of profit (three-year rate 5%) Operating cash as a share of net profit, per fiscal year, % (line). Dashed line = 100% — every unit of profit arriving as cash.
Conversion100%
120%46%−28%−101%−175%%100%FY21FY23FY26
120%46%−28%−101%−175%%100%FY21FY23FY26

🚨 Why conversion sits at 5%: the cash cycle held roughly steady between FY21 and FY26 — so conversion tracks profitability rather than the cycle. Less than 70% of profit arriving as cash is the thing to watch on this page.

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

07 · 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).

Effwa Infra & Research Ltd's cash conversion cycle runs 185 days in FY26, down from 186 days in FY21. Capital spending ran ₹21.0 Cr over the last 3 years. At FY26 sales of ₹253 Cr each day of that cycle holds about ₹0.7 Cr, so roughly ₹128 Cr sits inside the business at any moment.

FY26: debtors at 185 days (an asset-light business — no inventory to speak of) — for a full cycle of 185 days, tighter than FY21's 186.

In money terms: at FY26 sales of ₹253 Cr, each day of the cycle holds about ₹0.7 Cr — so the 185-day loop keeps roughly ₹128 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. 6-year window.
−1 days vs FY21
Cash cycleDebtor days
24220617113599days185d185dFY21FY22FY23FY24FY26
24220617113599days185d185dFY21FY23FY26

On the investment side: capital spending of ₹21.0 Cr over the last 3 fiscal years. Capital work-in-progress stands at ₹20.0 Cr (FY26) — capacity paid for but not yet earning.

FY26: capex ₹20.0 Cr, work-in-progress ₹20.0 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
22161150₹ Cr₹20₹20FY22FY23FY24FY25FY26
22161150₹ Cr₹20₹20FY22FY24FY26

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

08 · 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.⚠ unverified

Effwa Infra & Research Ltd earns a ROCE of 29% in FY26. That is up from a trough of 26% in FY23. Return on invested capital clears the cost of that capital by +14.5 percentage points, so growth here adds value rather than only size. The wiring behind it is 11.5% net margin on 1.28× asset turns.

FY26 ROCE is 29%, recovered from a FY23 trough of 26% — the full ladder below shows the fall and the climb, undoctored.

Why the return is what it is — the wiring (FY26): 11.5% net margin × 1.28× asset turns × 1.61× balance-sheet leverage ≈ 23.7% on equity. Margin does its share; leverage is a meaningful part of the equation.

The capstone test — ROIC − WACC: 26.5% − 12.0% = a +14.5 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 29% Return on capital employed by fiscal year, % (line); ROIC by fiscal year, % (line). 5-year window, dips included. Dashed line = the 12.0% cost of capital used on this page.
the climb back from FY23's 26%
ROCEROIC (annual)WACC
47%37%28%19%9.4%%29%28.9%FY22FY24FY26
47%37%28%19%9.4%%29%28.9%FY22FY24FY26
H2 FY26: ROCE 30.5% (TTM) Trailing-twelve-month ROCE, per quarter, %. Last 5 quarters, put on a trailing-twelve-month basis and anchored to the annual figure.
ROCE (TTM)
55%48%41%35%28%%30.5%H2 FY24H2 FY25H2 FY26
55%48%41%35%28%%30.5%H2 FY24H2 FY25H2 FY26
09 · 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.⚠ unverified

Effwa Infra & Research Ltd carries total debt of ₹38.0 Cr against shareholder equity of ₹124 Cr as of Mar 26, a debt-to-equity of 0.31. On the annual view that ratio went from 0.38 in FY24 to 0.31 in FY26. Read the returns elsewhere on this page with that leverage in mind.

Mar 26: total debt of ₹38.0 Cr against shareholder equity of ₹124 Cr — a debt-to-equity of 0.31. On the annual view, debt-to-equity went from 0.38 (FY24) to 0.31 (FY26). Read the returns on this page with that leverage in mind.

FY26: debt ₹38.0 Cr at 0.31× equity Total debt by fiscal year, ₹ Cr (bars); debt-to-equity, × (line). 3-year window.
Total debtDebt-to-equity
410.39×310.37×210.34×100.32×00.30×₹ Cr×₹380.31×FY24FY25FY26
410.39×310.37×210.34×100.32×00.30×₹ Cr×₹380.31×FY24FY25FY26
Mar 26: debt ₹38.0 Cr, debt-to-equity 0.31 Total debt per quarter, ₹ Cr (bars); debt-to-equity, × (line). Last 5 quarters. India reports the full balance sheet half-yearly, so the intervening quarter carries the prior reading forward.
Total debt (quarterly)Debt-to-equity
410.40×310.33×210.26×100.18×00.11×₹ Cr×₹380.31×Mar 24Mar 25Mar 26
410.40×310.33×210.26×100.18×00.11×₹ Cr×₹380.31×Mar 24Mar 25Mar 26
10 · 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.

Foreign institutions cut 2.2 points of Effwa Infra & Research Ltd over 7 quarters, the biggest move on the register. That takes foreign institutions to 0.0% of the company. Domestic institutions moved +2.0 points over the same window, to 3.5%. The register is read on the four disclosed classes only; nothing is inferred between filings.

Why this happened. FY26 demonstrated operating leverage: EBITDA growth outpaced revenue growth by 3.5pp, implying incremental revenue contributes disproportionately to EBITDA as the fixed-cost base is diluted. Asset-light model (no heavy capex) means the leverage should persist as revenue scales toward Rs 350 Cr (FY27) and Rs 500+ Cr (FY29-FY30 per management guide). The Thane office expansion is a one-time step-up in fixed costs that supports scaling to 500+ Cr revenue with minimal ongoing capex intensity.

The register over the last two years — Foreign institutions: −2.2 points over 7 quarters to 0.0%; Domestic institutions: +2.0 points over 7 quarters to 3.5%; Promoters: +0.0 points over 7 quarters to 73.0%.

Why the register moved: rotation — foreign institutions −2.2 points against domestic institutions +2.0 points over 7 quarters, with promoters holding steady — one class of institutions handing the register to the other, not a verdict change by the people closest to the numbers.

Fiscal-year ends: promoters +0.0 pts from Mar 25 to Mar 26 Shareholding at each fiscal-year end (March quarter), % of the company. 2 year-ends held.
PromotersForeign inst.Domestic inst.Public
79%58%37%15%−5.7%%73.0%0.1%4.2%22.6%Mar 25Mar 26
79%58%37%15%−5.7%%73.0%0.1%4.2%22.6%Mar 25Mar 26
Foreign institutions cut 2.2 points over 7 quarters Shareholding by holder class, % of the company, quarterly, last 8 quarters.
PromotersForeign inst.Domestic inst.Public
79%58%37%15%−5.8%%73.0%0.0%3.5%23.4%Sep 24Jun 25Jun 26
79%58%37%15%−5.8%%73.0%0.0%3.5%23.4%Sep 24Jun 25Jun 26
Watch next
MetricOperating Leverage on Fixed-Cost Infrastructure
ThresholdPatent filing confirmation in Q1 FY27 concall; any management correction of the Q1 2027 timeline claim
Which resultthe next result
11 · 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.

Effwa Infra & Research 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.

12 · 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.

Effwa Infra & Research Ltd trades at 30.3× P/E, at the pricey end of its own range (85th percentile). Its long-run median P/E is 25.6×, 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 30.3× is at the pricey end of its own range (85th percentile), against a long-run median of 25.6× 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 30.3× vs a 25.6× 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 43× 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 (85th percentile)
P/EMedianEPS (TTM) (quarterly)
45.2×₹13.437.5×₹10.029.9×₹6.722.2×₹3.314.5×₹0.0×30.30×₹12Jul 24Feb 25Aug 25Mar 26Sep 26
45.2×₹13.437.5×₹10.029.9×₹6.722.2×₹3.314.5×₹0.0×30.30×₹12Jul 24Aug 25Sep 26
P/E
30.3×
85th percentile of 2y

🚨 Why the multiple sits where it does: over the past year annual EPS moved +42.2% against a +73.6% price move — the price outran earnings, pushing the multiple UP its own range.

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

A quarterly PEG curve, which only the second data source carries, is not drawn on this page: its two data sources do not share enough overlapping reported history to be compared. A figure nobody could check is not used to price growth — the gap is a decision, not missing data.

13 · 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).

Effwa Infra & Research 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 4 quarters across 1 curve, on partial evidence.

Growth, year by year: revenue +36.8% in FY26, profit +45.0% Year-over-year growth per fiscal year, %: revenue (left axis); net profit and EPS (right axis — profit growth swings far wider). Zero line drawn.
Revenue YoYProfit YoYEPS YoY
95%202%73%122%50%42%27%−38%4.3%−119%%%36.8%45%FY21FY23FY26
95%202%73%122%50%42%27%−38%4.3%−119%%%36.8%45%FY21FY23FY26
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
RevenueProfit
91%323%69%240%48%158%26%75%4.8%−7.4%%%31.5%20%Sep 23Sep 24Mar 26
91%323%69%240%48%158%26%75%4.8%−7.4%%%31.5%20%Sep 23Sep 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
45%40%35%30%25%%29%FY23FY24FY26
45%40%35%30%25%%29%FY23FY24FY26
ROCE
Steady high
latest 29.0% · span 26.0%–44.0%

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.

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+36.8%+30.1%+35.7%
Profit+45.0%+79.7%+70.7%
EPS+42.2%−61.7%−33.7%
Share price+73.6%
Revenue YoY (Mar 26)
+31.5%
latest quarter vs a year ago
Profit YoY (Mar 26)
+20.0%
latest quarter vs a year ago
Revenue 10y
35.7%
long-run compound pace
14 · 4-Factor Sector Score

4-Factor Sector Score

62.9/100 — rank 2 of 13 in Construction - Civil/Turnkey · 56% evidence confidence

Effwa Infra & Research Ltd scores 62.9 out of 100 against the 13 companies it is compared with in Construction - Civil/Turnkey, ranking 2. Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

The four contributions add to the total exactly: 16.8 + 19.9 + 10 + 16.2 = 62.9. 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.

15 · Related companies · Construction - Civil/Turnkey
CompanyScorePrice stageGrowth & earnings/35Capital efficiency/25Valuation/20Relative strength/20
1SRM Contractors LtdSRM 65.4/100Favorable setup80% evidence ASLEEP 29.1/35 Revenue 75.5% · PAT 87.3% · OPM change 5 pp 95% evidence 20.1/25 ROCE 37.1% · OPM 19% 95% evidence 11.3/20 P/E 8.5× · PEG — 15% evidence 4.9/20 RS sector -20.7% · RS bench -10.4% · 1Y -11.6%2 of 12 weeks ahead 100% evidence
Exact sum: 29.1 + 20.1 + 11.3 + 4.9 = 65.4 · Decision use: Acceleration candidate, not a confirmed leader: earnings are strong but sector-relative strength is -20.7% and the one-year return is -11.6%. Do not upgrade until sector-relative strength is above zero and another reported period confirms growth.
2Effwa Infra & Research Ltdthis pageEFFWA 62.9/100Thin evidence · provisional56% evidence LEADER 16.8/35 Revenue — · PAT — · OPM change -2 pp 26% evidence 19.9/25 ROCE 29.3% · OPM 16% 95% evidence 10.0/20 P/E 30.3× · PEG — 15% evidence 16.2/20 RS sector 28.6% · RS bench 44.3% · 1Y 68.4%12 of 12 weeks ahead 100% evidence
Exact sum: 16.8 + 19.9 + 10 + 16.2 = 62.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
3Brahmaputra Infrastructure Ltd535693 62.7/100Mixed-positive evidence63% evidence 22.9/35 Revenue 50.4% · PAT 100% · OPM change -8 pp 83% evidence 14.8/25 ROCE 18.2% · OPM 22% 76% evidence 13.5/20 P/E 8× · PEG — 50% evidence 11.5/20 RS sector — · RS bench 20.3% · 1Y — 25% evidence
Exact sum: 22.9 + 14.8 + 13.5 + 11.5 = 62.7 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
4Gayatri Projects LtdGAYAPROJ 61.2/100Mixed-positive evidence73% evidence LEADER 27.0/35 Revenue 100% · PAT 100% · OPM change 6 pp 71% evidence 6.1/25 ROCE 7% · OPM 18% 95% evidence 12.4/20 P/E 9.7× · PEG — 50% evidence 15.7/20 RS sector 12.3% · RS bench 68.3% · 1Y 208%9 of 12 weeks ahead 70% evidence
Exact sum: 27 + 6.1 + 12.4 + 15.7 = 61.2 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
5Ceigall India LtdCEIGALL 56.4/100Mixed-positive evidence75% evidence TURNING 19.6/35 Revenue 20.3% · PAT 23.5% · OPM change 2 pp 95% evidence 13.9/25 ROCE 17.3% · OPM 15% 76% evidence 10.2/20 P/E 20.6× · PEG — 15% evidence 12.7/20 RS sector 13.7% · RS bench 27.9% · 1Y 38.8%4 of 12 weeks ahead 100% evidence
Exact sum: 19.6 + 13.9 + 10.2 + 12.7 = 56.4 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
6Sathlokhar Synergys E&C Global LtdSSEGL 51.5/100Thin evidence · provisional57% evidence TURNING 16.8/35 Revenue — · PAT — · OPM change 4 pp 45% evidence 16.5/25 ROCE 36.3% · OPM 15% 95% evidence 10.8/20 P/E 10.8× · PEG — 15% evidence 7.4/20 RS sector -31.4% · RS bench 7.8% · 1Y -8.5%3 of 10 weeks ahead 70% evidence
Exact sum: 16.8 + 16.5 + 10.8 + 7.4 = 51.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
7B.L.Kashyap & Sons LtdBLKASHYAP 43.6/100Mixed-negative evidence74% evidence TURNING 17.4/35 Revenue 21.9% · PAT -80% · OPM change 0 pp 95% evidence 8.4/25 ROCE 12.6% · OPM 8% 95% evidence 9.8/20 P/E 33× · PEG — 15% evidence 8.0/20 RS sector -22.6% · RS bench 1.5% · 1Y -21.6%2 of 10 weeks ahead 70% evidence
Exact sum: 17.4 + 8.4 + 9.8 + 8 = 43.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
8Interise TrustINTERISE 43.3/100Thin evidence · provisional55% evidence 16.2/35 Revenue 0.8% · PAT 100% · OPM change -3 pp 95% evidence 8.6/25 ROCE 10.8% · OPM 72% 76% evidence 8.5/20 P/E 247× · PEG — 15% evidence 10.0/20 RS sector — · RS bench — · 1Y — 0% evidence
Exact sum: 16.2 + 8.6 + 8.5 + 10 = 43.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
9Denta Water & Infra Solutions LtdDENTA 42.7/100Mixed-negative evidence74% evidence TURNING 10.6/35 Revenue 10% · PAT -10.2% · OPM change -11 pp 95% evidence 15.7/25 ROCE 18.8% · OPM 22% 95% evidence 10.5/20 P/E 14.4× · PEG — 15% evidence 5.9/20 RS sector -26.8% · RS bench -7.6% · 1Y -30.9%9 of 10 weeks ahead 70% evidence
Exact sum: 10.6 + 15.7 + 10.5 + 5.9 = 42.7 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
10A B Infrabuild LtdABINFRA 35.6/100Mixed-negative evidence80% evidence TURNING 9.9/35 Revenue 6.8% · PAT -5.5% · OPM change -2 pp 95% evidence 11.2/25 ROCE 15.2% · OPM 13.9% 95% evidence 9.5/20 P/E 37.1× · PEG — 15% evidence 5.0/20 RS sector -36.5% · RS bench -27.4% · 1Y -48.4%2 of 12 weeks ahead 100% evidence
Exact sum: 9.9 + 11.2 + 9.5 + 5 = 35.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
11Afcons Infrastructure LtdAFCONS 30.4/100Adverse evidence87% evidence BASING 5.4/35 Revenue -11.9% · PAT -73.1% · OPM change -4 pp 100% evidence 6.8/25 ROCE 13.9% · OPM 9% 100% evidence 13.6/20 P/E 45.6× · PEG 0.82 65% evidence 4.6/20 RS sector -30% · RS bench -25.1% · 1Y -42.2%0 of 10 weeks ahead 70% evidence
Exact sum: 5.4 + 6.8 + 13.6 + 4.6 = 30.4 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.
12HRS Aluglaze Ltd544656 53.6/100Thin evidence · provisional18% evidence 17.9/35 Revenue — · PAT — · OPM change — 3% evidence 17.0/25 ROCE 20.2% · OPM 32% 57% evidence 8.7/20 P/E 105× · PEG — 15% evidence 10.0/20 RS sector — · RS bench — · 1Y —2 of 2 weeks ahead to 2026-03-29 0% evidence
Exact sum: 17.9 + 17 + 8.7 + 10 = 53.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
13GHV Infra Projects Ltd505504 53.0/100Thin evidence · provisional37% evidence BREAKING OUT 18.0/35 Revenue — · PAT — · OPM change 0 pp 17% evidence 12.7/25 ROCE — · OPM 11.1% 30% evidence 9.3/20 P/E 44.8× · PEG — 15% evidence 13.0/20 RS sector -8.5% · RS bench 3.7% · 1Y -1.2%5 of 12 weeks ahead 100% evidence
Exact sum: 18 + 12.7 + 9.3 + 13 = 53 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led NIFTY 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led NIFTY 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.

16 · Frequently asked questions

Frequently asked questions

What is Effwa Infra & Research Ltd's share price today?

Effwa Infra & Research Ltd trades at ₹375, +73.6% over the past year. The company is valued at ₹868 Cr. The stock sits at 89% of its 52-week range of ₹182–₹398, +27.6% versus its 200-day average. On the tape, the price is in a confirmed uptrend, 18 weeks in. — as of 11 September 2026.

What were Effwa Infra & Research Ltd's latest quarterly results?

Effwa Infra & Research Ltd reported revenue of ₹163 Cr and net profit of ₹18.0 Cr for the Mar 26 quarter. Revenue rose 31.5% and profit rose 20.0% year on year. Earnings per share were ₹7.98. The operating margin was 16.0%, 2.0 pp lower than a year earlier. — as of 11 September 2026.

What is Effwa Infra & Research Ltd's revenue?

Effwa Infra & Research Ltd reported revenue of ₹163 Cr in the Mar 26 quarter, +31.5% year on year. For the full FY26 fiscal year, revenue was ₹253 Cr (+36.8%). Over the last 5 years revenue compounded at 35.7% a year. — as of 11 September 2026.

What is Effwa Infra & Research Ltd's profit?

Effwa Infra & Research Ltd earned ₹18.0 Cr of net profit in the Mar 26 quarter, +20.0% year on year — the 4th straight quarter of growth. Full-year FY26 profit was ₹29.0 Cr. The operating margin ran 16.0% in the latest quarter. — as of 11 September 2026.

What is Effwa Infra & Research Ltd's market cap?

Effwa Infra & Research Ltd's market capitalisation is ₹868 Cr at a share price of ₹375. Market cap is the share price multiplied by shares outstanding, so it is restated whenever the price moves. — as of 11 September 2026.

What is Effwa Infra & Research Ltd's P/E ratio?

Effwa Infra & Research Ltd trades at a P/E of 30.3×, at the 85th percentile of its own 2-year range, against a long-run median of 25.6×. This is a comparison with the stock's own history, not a value call — as of 11 September 2026.

Does Effwa Infra & Research Ltd pay a dividend?

Yes — Effwa Infra & Research Ltd's dividend payout was 8% of profit in FY26, and it recorded a payout in 1 of its last 6 reported fiscal years. This page holds the payout ratio, not a per-share amount. — as of 11 September 2026.

Is Effwa Infra & Research Ltd overvalued?

On its own history, Effwa Infra & Research Ltd looks expensive: its P/E of 30.3× sits at the 85th percentile of its 2-year range (long-run median 25.6×). That is a percentile read against the stock's own past, not a price opinion or a direction call. One caveat: margins are the best this company has ever printed — cheap on record margins is not the same thing as cheap. — as of 11 September 2026.

Is Effwa Infra & Research Ltd growing?

Yes — Effwa Infra & Research Ltd is growing: latest-quarter revenue +31.5% year on year, profit +20.0%, and the margin −2.0 pp at 16.0%. The 5-year compound rates are 35.7% (revenue) and 70.7% (profit). The earnings engine currently reads: improving — as of 11 September 2026.

How is Effwa Infra & Research Ltd performing?

Effwa Infra & Research Ltd is in a confirmed uptrend, 18 weeks in. Its latest quarter's revenue rose 31.5% and profit rose 20.0% year on year. Against the NIFTY 500 it has been ahead on a trailing-13-week view for 2 weeks. This describes what the data did, not a rating. — as of 11 September 2026.

Is Effwa Infra & Research Ltd in an uptrend?

Yes — the price is in a confirmed uptrend (week 18 of stage 2), trading +27.6% versus its 200-day average and at 89% 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 11 September 2026.

Is Effwa Infra & Research Ltd beating the market?

On recent form, yes — Effwa Infra & Research Ltd has been ahead of the NIFTY 500 on a trailing-13-week view for 2 straight weeks, the same metric the week-by-week ribbon on this page draws. Separately, on the cumulative view: over the last 2.2 years the stock moved +129% against the NIFTY 500's −1% — ahead of the index over the full window. — as of 11 September 2026.

Will Effwa Infra & Research Ltd's share price go up?

This page publishes no price forecast for Effwa Infra & Research Ltd. What it measures instead: the share price is ₹375, the price is in a confirmed uptrend 18 weeks in. Its P/E of 30.3× sits at the 85th percentile of its own 2-year range. — as of 11 September 2026.

Who owns Effwa Infra & Research Ltd?

Promoters hold 73.0% of Effwa Infra & Research Ltd, foreign institutions 0.0%, domestic institutions 3.5% and the public 23.4% (latest quarter). The biggest move on the register over the last two years: Foreign institutions cut 2.2 points over 7 quarters. — as of 11 September 2026.

Does Effwa Infra & Research Ltd have too much debt?

It is moderate — Effwa Infra & Research Ltd's debt-to-equity is 0.31, and operating profit covers the interest bill 11×. FY26 borrowings were ₹38.0 Cr against equity of ₹123 Cr. Read the returns on this page with that leverage in mind — as of 11 September 2026.

What is Effwa Infra & Research Ltd's capex?

Effwa Infra & Research Ltd spent ₹21.0 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 ₹20.0 Cr, with ₹20.0 Cr in capital work-in-progress — capacity paid for but not yet earning. — as of 11 September 2026.

What is Effwa Infra & Research Ltd's cash flow?

Effwa Infra & Research Ltd generated ₹29.0 Cr of operating cash flow in FY26 and ₹9.0 Cr of free cash flow after ₹20.0 Cr of capital spending. Reported profit that year was ₹29.0 Cr, so operating cash ran ahead of profit. Cash-flow resolution for India is annual. — as of 11 September 2026.

Is Effwa Infra & Research Ltd's profit real cash?

Not fully — over the last 3 fiscal years, 5% of Effwa Infra & Research Ltd's reported profit arrived as operating cash. In FY26, operating cash was ₹29.0 Cr against reported profit of ₹29.0 Cr. The cash then goes into a mix of the working-capital cycle and capacity. Cash-flow resolution is annual — as of 11 September 2026.

Where is Effwa Infra & Research Ltd in its business cycle?

Effwa Infra & Research Ltd's FY26 operating margin was 17.0%, against a 6-year band of 6.0%–17.0%: the top of the band — a record year. Record profitability is late-cycle territory: every ratio flatters at the top, and the story leans on margins holding. The latest quarter ran 16.0%. Profitability versus a company's own long band is the cleanest cycle clock this page holds — as of 11 September 2026.

What could break the Effwa Infra & Research Ltd story?

The sharpest disagreement: profits are rising, but only 5% 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 11 September 2026.

Is Effwa Infra & Research Ltd a stock worth studying right now?

This is not investment advice. The machine read: Effwa Infra & Research Ltd's price has outrun its earnings. +73.6% in a year against EPS +42.2% — the market is paying now for delivery later. 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 11 September 2026.

Sector Alpha — machine-written from the numbers · Data as of 2026-09-11. Every chart on this page is drawn by deterministic code from the raw series — no forecasts, no price opinions, and nothing here is investment advice.

Not SEBI Registered !! Not Investment advice !!

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