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

India Nippon Electricals Ltd

INDNIPPON
Auto Ancillaries - Engine Parts

India Nippon Electricals Ltd is strength at full price. The numbers are improving — and a P/E at the 91st percentile of its own range says the market knows.

The sharpest disagreement: the engine is strong, but at the 91st percentile of its own range you are paying full price for it.

The price is in a confirmed uptrend (14 weeks in) while the P/E sits at the 91st percentile of its own 11-year range. Underneath, the last four quarters read improving — profit +48.1% year on year, and 61% of the last 3 years' profit arrived as cash. What settles it: whether the earnings grow into the multiple.

Stage
Consistent
fundamental trajectory, 12 quarters
Price
₹1,359
+44.0% 1Y
P/E
33.7×
91st pctile
of its own 11-year range
Revenue (Mar 26)
₹299 Cr
+27.8% YoY
Profit (Mar 26)
₹40.0 Cr
+48.1% YoY
Operating margin
12.0%
flat YoY
ROCE
17%
FY26
ROIC
12.7%
vs WACC 12.0% → +0.7 pp
Cash conversion
61%
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.

India Nippon Electricals Ltd trades at ₹1,359, in a confirmed uptrend and 14 weeks into that stage. That is +42.9% against its own 200-day average. It sits at 100% of a 52-week range of ₹707 to ₹1,359. On relative strength it has been ahead of the NIFTY 500 on a trailing-13-week view for 22 straight weeks.

Today the stock is in a confirmed uptrend — week 14 of stage 2, confirmed. At ₹1,359 it trades +42.9% versus its 200-day average and sits at 100% of its 52-week range (₹707–₹1,359).

Sep 26: ₹1,359 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.
+42.9% versus the 200-day line, week 14 of stage 2
Price50-day avg200-day avg
S2S4S2S4S2₹1,434₹1,162₹889₹617₹344₹1,359₹951Sep 23Jun 24Mar 25Jan 26Sep 26
S2S4S2S4S2₹1,434₹1,162₹889₹617₹344₹1,359₹951Sep 23Mar 25Sep 26
Beating or trailing, week by week since 2016 Each cell is one week from 2016 to now (555 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 16Sep 26

Against the market, two honest reads. Cumulative: over the last 10.5 years the stock moved +644% while the NIFTY 500 moved +267% — ahead of the index over the full window. Recent form: on a trailing-13-week view the stock has been ahead for 22 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

India Nippon Electricals Ltd's story is not scored yet against the markers our research file set on 14 June 2026. Where it sits in its own cycle: Not stated in the research file. Still open: Two-wheeler EV penetration accelerating could compress INEL's core magneto/CDI/TCI addressable market by 20-30% over 5 years.

NOT YET CHECKED

What is proven. See the research file

What is not proven yet. Two-wheeler EV penetration accelerating could compress INEL's core magneto/CDI/TCI addressable market by 20-30% over 5 years.

🚨 Layer 1 read, 22 August 2026 — DROP. Real operating turn, but the price re-rated 24% in ten weeks with no new results to back it. The business is genuinely improving: quarterly sales grew from Rs 160 Cr to Rs 299 Cr, operating margin from 6% to 12%, and returns on capital from 10% to 17%. But the case written for it in June assumed the shares were cheap at 20 times earnings, the 35th percentile of their own history - they now cost 27 times, above the 73rd percentile, after rising 24.2% in ten weeks with no fresh results published in between. Two further cautions: about a third of pre-tax profit is investment income from a Rs 532 Cr cash pile rather than from making parts, and the newest quarter's headline 48% profit jump falls to roughly 15% once a Rs 9 Cr land-compensation gain is stripped out.

What would change Layer 1’s mind. A June 2026 quarter landing with operating profit above Rs 37 Cr on clean earnings - core growth, not investment income and not land compensation - would show the earnings actually growing into the re-rated multiple and would move this back up the ranking. In the other direction, the thesis's own kill conditions are two-wheeler industry volume growth below 5% for two years or electric two-wheeler penetration passing 20% before FY28, and I would add a third: cash conversion staying below 0.6 for…

🚨 What the surface reading misses. The surface reading is: PE at 35th percentile — below median; naively cheap The research reads it further: Cycle_normalized verdict is FAIRLY_PRICED, not CHEAP_CYCLE. OPM at 63rd percentile of own history means margins are in the upper half — the denominator (EPS) is not cyclically depressed. Normalized PE at 25th percentile (see C005) represents only a 10-point gap vs trailing, confirming mid-cycle, not trough, conditions.

🚨 What the surface reading misses. The surface reading is: OCF/PAT 0.36 in FY26 — weak cash conversion; earnings quality concern The research reads it further: Cash profit (PAT plus depreciation per cash_decomposition) substantially exceeded OCF; the gap is ΔWC (see) driven by payable days contraction (see) — supplier terms normalizing, not a receivables/inventory leak. CWIP declined rather than rose (see), so no growth-capex story justifies the WC build.

Sources: our stock research file (14 June 2026) · quarterly results through Mar 26. The story check is re-scored every results season; the record below never changes.

03 · Revenue

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

India Nippon Electricals Ltd reported ₹299 Cr of revenue in the Mar 26 quarter, +27.8% year on year. That is the 12th straight quarter of year-on-year growth. Over 10 years it has compounded at 12.3% a year. The last full year, FY26, came in at ₹1,068 Cr. The last four reported quarters add to ₹1,069 Cr.

Why this happened. Q4 FY26 sales grew 28% YoY against industry growth of 19% (see), indicating INEL is gaining content per vehicle and possibly market share. Two-wheeler industry outperformance sustains as entry-segment and rural demand recovers. Revenue leverage from higher volumes flows through OPM expansion (OPM 6% in Jun'23 → 12% in Mar'26, see) as fixed cost absorption improves.

FY26 revenue came in at ₹1,068 Cr (+26.4% on the year), capping 10 years at 12.3% compound. The latest quarter (Mar 26) printed ₹299 Cr, +27.8% year on year — the 12th consecutive quarter of year-over-year growth.

FY26 revenue ₹1,068 Cr (+26.4% YoY) Revenue bars, ₹ Cr (left); YoY growth-% line (right). 11-year window. A bar is red when it is lower than the year before.
12.3% a year over 10 years
RevenueYoY growth
1.2k32%86521%57710%288−0.9%0−12%₹ Cr%₹1,06826.4%FY16FY21FY26
1.2k32%86521%57710%288−0.9%0−12%₹ Cr%₹1,06826.4%FY16FY21FY26
Mar 26: ₹299 Cr (+27.8% 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
32332%24224%16116%818.0%00.0%₹ Cr%₹29927.8%Jun 23Sep 24Mar 26
32332%24224%16116%818.0%00.0%₹ Cr%₹29927.8%Jun 23Sep 24Mar 26

Pace check: the last four quarters averaged +26.1% growth against the decade's 12.3% — the current year is running faster than its own long-run rate.

Acceleration check: trailing-twelve-month revenue grew +26.4% over the last 4 quarters against +21.4%/yr over the last 8 — accelerating; TTM profit +35.4% vs +37.2%/yr — stabilising.

FY26-Q3. revenue ₹272 Cr and profit ₹25 Cr as reported.

FY26-Q4. revenue ₹299 Cr and profit ₹40 Cr as reported.

Why-sources: our stock research file (14 June 2026) and the company’s own results for those quarters.

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.

India Nippon Electricals Ltd's operating margin is 12.0% in the Mar 26 quarter, +0.0 percentage points against the same quarter a year ago. Across 13 fiscal years the operating margin has ranged 8.0% to 14.0%. The current quarter sits inside that band.

The latest quarter's operating margin is 12.0%, +0.0 pp against the same quarter a year ago. Across 13 fiscal years the operating margin has ranged 8.0%–14.0%.

Why the margin moved: operating margin went +0.5 pp year on year while gross margin went −1.8 pp — the gain came mostly from the gross line: input costs and pricing.

FY26: 11.0% Operating margin by fiscal year, %, line (left); year-on-year change in the margin, in percentage points, line (right). 13-year window.
within a 8.0–14.0% band over 13 years
operating marginYoY change (pp)
14%4.6%13%2.5%11%0.5%9.3%−1.5%7.5%−3.6%%%11%0%FY14FY20FY26
14%4.6%13%2.5%11%0.5%9.3%−1.5%7.5%−3.6%%%11%0%FY14FY20FY26
Mar 26: 12.0% operating margin (+0.0 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%4.4%11%3.0%9.0%1.5%7.3%0.0%5.5%−1.4%%%12%0%Jun 23Sep 24Mar 26
12%4.4%11%3.0%9.0%1.5%7.3%0.0%5.5%−1.4%%%12%0%Jun 23Sep 24Mar 26

FY26-Q3. revenue ₹272 Cr and profit ₹25 Cr as reported.

FY26-Q4. revenue ₹299 Cr and profit ₹40 Cr as reported.

Why-sources: our stock research file (14 June 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.

India Nippon Electricals Ltd earned ₹40.0 Cr of net profit in the Mar 26 quarter, +48.1% year on year. It is the 9th consecutive quarter of growth. Full-year FY26 profit was ₹111 Cr. The 10-year compound rate is 14.4%. That is 13.4% of the quarter's revenue. The same quarter a year earlier earned ₹27.0 Cr.

Mar 26 profit was ₹40.0 Cr, +48.1% year on year — the 9th consecutive quarter of growth. On the full year, FY26 printed ₹111 Cr (+35.4%), and the 10-year compound rate is 14.4%.

FY26 profit ₹111 Cr (+35.4% 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.
14.4% a year over 10 years
Net profitYoY growth
12074%9047%6020%30−6.5%0−33%₹ Cr%₹11135.4%FY16FY21FY26
12074%9047%6020%30−6.5%0−33%₹ Cr%₹11135.4%FY16FY21FY26
Mar 26: ₹40.0 Cr (+48.1% 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.
9th straight quarter of growth
Net profit (quarterly)YoY growth
43136%3296%2255%1115%0−25%₹ Cr%₹4048.1%Jun 23Sep 24Mar 26
43136%3296%2255%1115%0−25%₹ Cr%₹4048.1%Jun 23Sep 24Mar 26

Why profit moved: revenue contributed +27.8% and the margin +0.0 pp — the quarter was revenue-led, with the margin roughly flat.

Pace comparison, last four quarters: profit +35.4% vs revenue +26.1%. 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.

FY26-Q3. revenue ₹272 Cr and profit ₹25 Cr as reported.

FY26-Q4. revenue ₹299 Cr and profit ₹40 Cr as reported.

Why-sources: our stock research file (14 June 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 61% of India Nippon Electricals Ltd's reported profit arrived as operating cash — most of the profit is real cash. In FY26 that was ₹40.0 Cr of operating cash against ₹111 Cr of profit. After ₹40.0 Cr of capital spending, ₹0.0 Cr was left as free cash.

FY26: operating cash of ₹40.0 Cr against reported profit of ₹111 Cr, leaving free cash of ₹0.0 Cr after ₹40.0 Cr of capital spending. Across the last 3 fiscal years the conversion rate is 61% of profit.

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

FY26: CFO ₹40.0 Cr vs profit ₹111 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.
61% of 3-year profit arrived as cash
Operating cashNet profitFree cash
121844811−26₹ Cr₹40₹111₹0FY16FY21FY26
121844811−26₹ Cr₹40₹111₹0FY16FY21FY26
FY26: CFO = 36% of profit (three-year rate 61%) Operating cash as a share of net profit, per fiscal year, % (line). Dashed line = 100% — every unit of profit arriving as cash.
Conversion100%
150%114%77%40%3.9%%36%FY16FY21FY26
150%114%77%40%3.9%%36%FY16FY21FY26

🚨 Why conversion sits at 61%: the cash cycle stretched 14 days between FY21 and FY26 — more of each rupee of profit waits inside the cycle before arriving. Less than 70% of profit arriving as cash is the thing to watch on this page.

Router verdict: conversion is below par and the cash cycle has stretched 14 days — the next section's job is to find where the cash is stuck.

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).

India Nippon Electricals Ltd's cash conversion cycle runs 43 days in FY26, up from 29 days in FY21. Capital spending ran ₹87.0 Cr over the last 3 years. At FY26 sales of ₹1,068 Cr each day of that cycle holds about ₹2.9 Cr, so roughly ₹126 Cr sits inside the business at any moment.

FY26: debtors at 71 days, inventory at 45 days — roughly 1.5 months of stock waiting to sell; that is where the cash sits while it waits — for a full cycle of 43 days, looser than FY21's 29.

The full loop: cash goes out to suppliers and production on day 0; stock waits 45 days to sell; customers pay about 71 days after that; and suppliers themselves are paid at 72 days — netting out to the 43-day cycle.

In money terms: at FY26 sales of ₹1,068 Cr, each day of the cycle holds about ₹2.9 Cr — so the 43-day loop keeps roughly ₹126 Cr sitting inside the business at any moment.

FY26: a 43-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
1118355270days43d45d71d72dFY14FY17FY20FY23FY26
1118355270days43d45d71d72dFY14FY20FY26

On the investment side: capital spending of ₹87.0 Cr over the last 3 fiscal years against ₹54.0 Cr of depreciation — the company is building well ahead of wear-and-tear. Capital work-in-progress stands at ₹7.0 Cr (FY26) — capacity paid for but not yet earning.

FY26: capex ₹40.0 Cr, work-in-progress ₹7.0 Cr Capital spending per fiscal year, ₹ Cr (bars); capital work-in-progress, ₹ Cr (line). Quarterly capital-spending history is not held for India — annual is the honest resolution.
a build-out
CapexWork-in-progress
443322110₹ Cr₹40₹7FY16FY18FY21FY23FY26
443322110₹ Cr₹40₹7FY16FY21FY26

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

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.

India Nippon Electricals Ltd earns a ROCE of 17% in FY26. That is up from a trough of 10% in FY22. Return on invested capital clears the cost of that capital by +0.7 percentage points, so growth here adds value rather than only size. The wiring behind it is 10.4% net margin on 1.00× asset turns.

FY26 ROCE is 17%, recovered from a FY22 trough of 10% — the full ladder below shows the fall and the climb, undoctored.

Why the return is what it is — the wiring (FY26): 10.4% net margin × 1.00× asset turns × 1.30× balance-sheet leverage ≈ 13.5% on equity. Margin does its share; leverage is modest — this is an earned return, not a borrowed one.

The capstone test — ROIC − WACC: 12.7% − 12.0% = a +0.7 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. Positive but thin — value creation with little room for error.

FY26: ROCE 17% 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 FY22's 10%
ROCEROIC (annual)WACC
23%19%16%12%8.1%%17%12.8%FY14FY20FY26
23%19%16%12%8.1%%17%12.8%FY14FY20FY26
Q4 FY26: ROCE 11.5% (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
13%11%9.6%8.0%6.4%%11.5%12.4%Q1 FY24Q2 FY25Q4 FY26
13%11%9.6%8.0%6.4%%11.5%12.4%Q1 FY24Q2 FY25Q4 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.

India Nippon Electricals Ltd carries total debt of ₹2.0 Cr against shareholder equity of ₹821 Cr as of Mar 26, a debt-to-equity of 0.00 — effectively unlevered. On the annual view that ratio went from 0.01 in FY22 to 0.00 in FY26. The returns elsewhere on this page are therefore earned rather than borrowed.

Mar 26: total debt of ₹2.0 Cr against shareholder equity of ₹821 Cr — a debt-to-equity of 0.00. On the annual view, debt-to-equity went from 0.01 (FY22) to 0.00 (FY26). The returns on this page are earned, not borrowed.

FY26: debt ₹2.0 Cr at 0.00× equity Total debt by fiscal year, ₹ Cr (bars); debt-to-equity, × (line). 5-year window.
Total debtDebt-to-equity
40.011×30.008×20.005×10.002×0−0.001×₹ Cr×₹20.00×FY22FY24FY26
40.011×30.008×20.005×10.002×0−0.001×₹ Cr×₹20.00×FY22FY24FY26
Mar 26: debt ₹2.0 Cr, debt-to-equity 0.00 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
40.011×30.008×20.005×10.002×0−0.001×₹ Cr×₹20.00×Jun 23Sep 24Mar 26
40.011×30.008×20.005×10.002×0−0.001×₹ Cr×₹20.00×Jun 23Sep 24Mar 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.

No holder of India Nippon Electricals Ltd moved a full percentage point over the last two years — the register is quiet. Domestic institutions moved +0.2 points over the same window, to 0.2%. The register is read on the four disclosed classes only; nothing is inferred between filings.

The register over the last two years — Foreign institutions: +0.2 points over 8 quarters to 0.3%; Domestic institutions: +0.2 points over 8 quarters to 0.2%; Promoters: +0.0 points over 8 quarters to 70.4%.

Fiscal-year ends: promoters +0.0 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
76%56%35%15%−5.6%%70.4%0.4%0.1%29.1%Mar 24Mar 25Mar 26
76%56%35%15%−5.6%%70.4%0.4%0.1%29.1%Mar 24Mar 25Mar 26
A quiet register: no holder moved a full point in two years Shareholding by holder class, % of the company, quarterly, last 13 quarters.
PromotersForeign inst.Domestic inst.Public
76%56%35%15%−5.6%%70.4%0.3%0.2%29.1%Jun 23Dec 24Jun 26
76%56%35%15%−5.6%%70.4%0.3%0.2%29.1%Jun 23Dec 24Jun 26
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.

India Nippon Electricals 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.

India Nippon Electricals Ltd trades at 33.7× P/E, at the pricey end of its own range (91st percentile). Its long-run median P/E is 21.5×, measured across 10.5 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 33.7× is at the pricey end of its own range (91st percentile), against a long-run median of 21.5× measured over 10.5 years of weekly readings. This is a comparison against the stock's own history — not a claim about what it is worth.

P/E 33.7× vs a 21.5× long-run median P/E, weekly (left axis); earnings per share, trailing twelve months, weekly (right axis). 10.5-year window; loss-period spikes above 49× 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 (91st percentile)
P/EMedianEPS (TTM) (quarterly)
52.2×₹47.440.2×₹35.628.3×₹23.716.4×₹11.94.4×₹0.0×33.70×₹40Mar 16Nov 18Jun 21Feb 24Sep 26
52.2×₹47.440.2×₹35.628.3×₹23.716.4×₹11.94.4×₹0.0×33.70×₹40Mar 16Jun 21Sep 26
PEG 0.39 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 11 quarters.
below 1.0, the growth looks cheap against the multiple
PEGPEG = 1.0
3.1×2.4×1.6×0.9×0.2××0.39×Q1 FY24Q4 FY24Q3 FY25Q1 FY26Q4 FY26
3.1×2.4×1.6×0.9×0.2××0.39×Q1 FY24Q3 FY25Q4 FY26
P/E
33.7×
91st percentile of 11y
PEG
n/m
not derivable — 3-year earnings growth unavailable

Why the multiple sits where it does: over the past year annual EPS moved +35.1% against a +44.0% price move — the price outran earnings, pushing the multiple UP its own range.

The price move, decomposed: over 5y, of the +30.7%/yr price move, ~+13.3%/yr came from earnings growth and ~+17.4 pp from the multiple (expanding); over 10y, of the +20.3%/yr price move, ~+13.6%/yr came from earnings growth and ~+6.7 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.

13 · What the price assumes

What the price assumes This reading works the multiple backwards. It asks one question: what yearly rate of profit growth is a buyer at the market price already paying for? The number is the growth rate that makes eleven years of profit — six years growing, then five fading — add up to that day's market price, once each year is discounted at 11% a year.

Solved at its 27 August 2026 price, India Nippon Electricals Ltd was paying for profit growth of about 13.6% a year. Profit itself has compounded 14.4% a year over the past 10 years. Today the market pays 33.7× P/E, the 91st percentile of its own 11-year range.

What the two numbers say together. The multiple is full against its own past, and the growth the price is paying for is close to what this company has actually delivered.

How to hold this number: it is a reading of one day's price, taken on 27 August 2026, not a running figure — every other number on this page, the multiple included, is read off the live quote as of 11 September 2026. A higher price is paying for more growth and a lower price for less, so it moves whenever the price does, and this page does not restate it between measurements.

14 · 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).

India Nippon Electricals Ltd reads as consistent on its fundamental arc. Consistent — revenue, profit and EPS growth have stayed positive through the window, with ROCE at 17.8% and holding. The read is built from 12 quarters across 4 curves, on full evidence.

Growth, year by year: revenue +26.4% in FY26, profit +35.4% 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
32%76%21%48%10%21%−0.9%−7.1%−12%−35%%%26.4%35.4%FY16FY21FY26
32%76%21%48%10%21%−0.9%−7.1%−12%−35%%%26.4%35.4%FY16FY21FY26
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 · revenue accelerating, profit stabilising
RevenueProfitEPS
28%46%22%33%15%20%8.6%7.4%2.1%−5.5%%%26.4%35.4%35.1%Jun 23Sep 24Mar 26
28%46%22%33%15%20%8.6%7.4%2.1%−5.5%%%26.4%35.4%35.1%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
18%16%14%12%10%%17.8%Jun 23Dec 23Sep 24Jun 25Mar 26
18%16%14%12%10%%17.8%Jun 23Sep 24Mar 26
Revenue growth
Steady high
latest +26.4% · span +3.9% to +26.4%
Profit growth
Steady high
latest +35.4% · span −1.9% to +41.5%
EPS growth
Steady high
latest +35.1% · span −0.2% to +42.6%
ROCE
Rising
latest 17.8% · span 10.9%–17.8%

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

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+26.4%+17.6%+17.3%+12.3%
Profit+35.4%+32.2%+22.6%+14.4%
EPS+35.1%+32.1%+22.9%+14.4%
Share price+44.0%+39.8%+30.7%+20.3%
Revenue YoY (Mar 26)
+27.8%
latest quarter vs a year ago
Profit YoY (Mar 26)
+48.1%
latest quarter vs a year ago
Revenue 10y
12.3%
long-run compound pace
15 · 4-Factor Sector Score

4-Factor Sector Score

66.6/100 — rank 1 of 5 in Auto Ancillaries - Engine Parts · 96% evidence confidence

India Nippon Electricals Ltd scores 66.6 out of 100 against the 5 companies it is compared with in Auto Ancillaries - Engine Parts, ranking 1. Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

The four contributions add to the total exactly: 25 + 9 + 12.6 + 20 = 66.6. 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.

16 · Related companies · Auto Ancillaries - Engine Parts
CompanyScorePrice stageGrowth & earnings/35Capital efficiency/25Valuation/20Relative strength/20
1India Nippon Electricals Ltdthis pageINDNIPPON 66.6/100Favorable setup96% evidence LEADER 25.0/35 Revenue 26.4% · PAT 35.4% · OPM change 0 pp 88% evidence 9.0/25 ROCE 17% · OPM 12% 100% evidence 12.6/20 P/E 33.7× · PEG 0.42 100% evidence 20.0/20 RS sector 14.2% · RS bench 51.2% · 1Y 54%12 of 12 weeks ahead 100% evidence
Exact sum: 25 + 9 + 12.6 + 20 = 66.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
2Triton Valves Ltd505978 52.5/100Mixed-positive evidence75% evidence 26.5/35 Revenue 18.4% · PAT 89.8% · OPM change 0.3 pp 95% evidence 5.1/25 ROCE 11.4% · OPM 6.5% 76% evidence 10.8/20 P/E 30.4× · PEG — 15% evidence 10.1/20 RS sector 5% · RS bench 31.3% · 1Y 71.4%7 of 8 weeks ahead to 2026-08-16 100% evidence
Exact sum: 26.5 + 5.1 + 10.8 + 10.1 = 52.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
3Banco Products (India) LtdBANCOINDIA 46.1/100Mixed-negative evidence100% evidence ASLEEP 15.1/35 Revenue 21.6% · PAT 13.8% · OPM change -1 pp 100% evidence 18.5/25 ROCE 30.9% · OPM 18% 100% evidence 12.5/20 P/E 18.2× · PEG 1.02 100% evidence 0.0/20 RS sector -30.1% · RS bench -6% · 1Y 1%3 of 12 weeks ahead 100% evidence
Exact sum: 15.1 + 18.5 + 12.5 + 0 = 46.1 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
4Sundram Fasteners LtdSUNDRMFAST 39.5/100Mixed-negative evidence94% evidence BREAKING OUT 14.1/35 Revenue 10.2% · PAT 12.3% · OPM change 0 pp 100% evidence 12.1/25 ROCE 17.6% · OPM 16% 100% evidence 4.6/20 P/E 43× · PEG 2.75 100% evidence 8.7/20 RS sector -20.1% · RS bench 36.7% · 1Y 25.2%10 of 10 weeks ahead 70% evidence
Exact sum: 14.1 + 12.1 + 4.6 + 8.7 = 39.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
5SPR Auto Technologies LtdSHRIPISTON 37.9/100Mixed-negative evidence100% evidence LEADER 10.1/35 Revenue 35.2% · PAT 7.7% · OPM change -2 pp 100% evidence 16.2/25 ROCE 20.8% · OPM 18% 100% evidence 3.7/20 P/E 34.8× · PEG 2.38 100% evidence 7.9/20 RS sector 0.1% · RS bench 32.3% · 1Y 69.6%12 of 12 weeks ahead 100% evidence
Exact sum: 10.1 + 16.2 + 3.7 + 7.9 = 37.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

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.

17 · Frequently asked questions

Frequently asked questions

What is India Nippon Electricals Ltd's share price today?

India Nippon Electricals Ltd trades at ₹1,359, +44.0% over the past year. The company is valued at ₹3,074 Cr. The stock sits at the very top of its 52-week range (₹707–₹1,359), +42.9% versus its 200-day average. On the tape, the price is in a confirmed uptrend, 14 weeks in. — as of 11 September 2026.

What were India Nippon Electricals Ltd's latest quarterly results?

India Nippon Electricals Ltd reported revenue of ₹299 Cr and net profit of ₹40.0 Cr for the Mar 26 quarter. Revenue rose 27.8% and profit rose 48.1% year on year. Earnings per share were ₹17.61. The operating margin was 12.0%, 0.0 pp higher than a year earlier. — as of 11 September 2026.

What is India Nippon Electricals Ltd's revenue?

India Nippon Electricals Ltd reported revenue of ₹299 Cr in the Mar 26 quarter, +27.8% year on year. For the full FY26 fiscal year, revenue was ₹1,068 Cr (+26.4%). Over the last 10 years revenue compounded at 12.3% a year. — as of 11 September 2026.

What is India Nippon Electricals Ltd's profit?

India Nippon Electricals Ltd earned ₹40.0 Cr of net profit in the Mar 26 quarter, +48.1% year on year — the 9th straight quarter of growth. Full-year FY26 profit was ₹111 Cr. The operating margin ran 12.0% in the latest quarter. — as of 11 September 2026.

What is India Nippon Electricals Ltd's market cap?

India Nippon Electricals Ltd's market capitalisation is ₹3,074 Cr at a share price of ₹1,359. 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 India Nippon Electricals Ltd's P/E ratio?

India Nippon Electricals Ltd trades at a P/E of 33.7×, at the 91st percentile of its own 11-year range, against a long-run median of 21.5×. This is a comparison with the stock's own history, not a value call — as of 11 September 2026.

Does India Nippon Electricals Ltd pay a dividend?

Yes — India Nippon Electricals Ltd's dividend payout was 32% of profit in FY26, and it recorded a payout in each of its last 13 reported fiscal years. This page holds the payout ratio, not a per-share amount. — as of 11 September 2026.

Is India Nippon Electricals Ltd overvalued?

On its own history, India Nippon Electricals Ltd looks expensive: its P/E of 33.7× sits at the 91st percentile of its 11-year range (long-run median 21.5×). That is a percentile read against the stock's own past, not a price opinion or a direction call. — as of 11 September 2026.

Is India Nippon Electricals Ltd growing?

Yes — India Nippon Electricals Ltd is growing: latest-quarter revenue +27.8% year on year, profit +48.1%, and the margin +0.0 pp at 12.0%. The 10-year compound rates are 12.3% (revenue) and 14.4% (profit). The earnings engine currently reads: improving — as of 11 September 2026.

How is India Nippon Electricals Ltd performing?

India Nippon Electricals Ltd is in a confirmed uptrend, 14 weeks in. Its latest quarter's revenue rose 27.8% and profit rose 48.1% year on year. Against the NIFTY 500 it has been ahead on a trailing-13-week view for 22 weeks. This describes what the data did, not a rating. — as of 11 September 2026.

What stage is India Nippon Electricals Ltd in?

Consistent — revenue, profit and EPS growth have stayed positive through the window, with ROCE at 17.8% and holding. The read comes from the last 12 quarters of growth (revenue growth +26.4% latest, profit growth +35.4% latest, eps growth +35.1% latest) plus the ROCE curve, classified by deterministic rules — a trajectory read, not a buy or sell call — as of 11 September 2026.

Is India Nippon Electricals Ltd in an uptrend?

Yes — the price is in a confirmed uptrend (week 14 of stage 2), trading +42.9% versus its 200-day average and at the very top 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 India Nippon Electricals Ltd beating the market?

On recent form, yes — India Nippon Electricals Ltd has been ahead of the NIFTY 500 on a trailing-13-week view for 22 straight weeks, the same metric the week-by-week ribbon on this page draws. Separately, on the cumulative view: over the last 10.5 years the stock moved +644% against the NIFTY 500's +267% — ahead of the index over the full window. — as of 11 September 2026.

Will India Nippon Electricals Ltd's share price go up?

This page publishes no price forecast for India Nippon Electricals Ltd. What it measures instead: the share price is ₹1,359, the price is in a confirmed uptrend 14 weeks in. Its P/E of 33.7× sits at the 91st percentile of its own 11-year range. — as of 11 September 2026.

Who owns India Nippon Electricals Ltd?

Promoters hold 70.4% of India Nippon Electricals Ltd, foreign institutions 0.3%, domestic institutions 0.2% and the public 29.1% (latest quarter). No holder moved a full point over the last two years — the register is quiet. — as of 11 September 2026.

Does India Nippon Electricals Ltd have too much debt?

No — India Nippon Electricals Ltd's debt-to-equity is 0.00, and operating profit covers the interest bill north of 100×. FY26 borrowings were ₹2.0 Cr against equity of ₹821 Cr. The returns on this page are earned, not borrowed — as of 11 September 2026.

What is India Nippon Electricals Ltd's capex?

India Nippon Electricals Ltd spent ₹87.0 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 ₹40.0 Cr, with ₹7.0 Cr in capital work-in-progress — capacity paid for but not yet earning. — as of 11 September 2026.

What is India Nippon Electricals Ltd's cash flow?

India Nippon Electricals Ltd generated ₹40.0 Cr of operating cash flow in FY26 and ₹0.0 Cr of free cash flow after ₹40.0 Cr of capital spending. Reported profit that year was ₹111 Cr, so operating cash ran behind profit. Cash-flow resolution for India is annual. — as of 11 September 2026.

Is India Nippon Electricals Ltd's profit real cash?

Mostly — over the last 3 fiscal years, 61% of India Nippon Electricals Ltd's reported profit arrived as operating cash. In FY26, operating cash was ₹40.0 Cr against reported profit of ₹111 Cr. The cash then goes mostly into the working-capital cycle. Cash-flow resolution is annual — as of 11 September 2026.

Where is India Nippon Electricals Ltd in its business cycle?

India Nippon Electricals Ltd's FY26 operating margin was 11.0%, against a 13-year band of 8.0%–14.0%: 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 11 September 2026.

What growth does India Nippon Electricals Ltd's price assume?

At its price on 27 August 2026, India Nippon Electricals Ltd was priced for profit growth of about 13.6% a year. Profit itself has compounded 14.4% a year over the past 10 years. The figure reads the multiple backwards: the growth a buyer at that price was already paying for. — as of 11 September 2026.

What could break the India Nippon Electricals Ltd story?

The sharpest disagreement: the engine is strong, but at the 91st percentile of its own range you are paying full price for it. 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 India Nippon Electricals Ltd a stock worth studying right now?

This is not investment advice. The machine read: India Nippon Electricals Ltd is strength at full price. The numbers are improving — and a P/E at the 91st percentile of its own range says the market knows. The sharpest open question: whether the earnings grow into the multiple. 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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