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Capital Goods - Electric General →
Home›Stocks›Modern Insulators Ltd
MODINSUModern Insulators LtdCapital Goods - Electric General
₹238+129.3% 1y

Modern Insulators Ltd (MODINSU) — share price & stock analysis

Profits are up 39% in two years, the price has already paid for much of it, leaving little room for error.

STEADY GROWTH, RICHLY PRICEDBeating NIFTY 500 for 25 weeks
MOMENTUMSTAGE 2 UPTRENDBEATING NIFTY 25W
COMPOUNDERMARGINS EXPANDINGNO REAL DEBTWC STRETCHING
CYCLICALEXPANSION
₹1,122 Cr
Market cap
17.5×
P/E
7.3%
ROE
95th pctile
vs own 10-yr valuation
By Sector Alpha Research · machine-compiled from Screener.in data · Updated 6 March 2026 · Sources: Screener.in company page, NSE quote · Not investment advice
The 30-second answer

Modern Insulators Ltd (MODINSU) trades at ₹238 as of 6 March 2026, up 129% over the past year — beating NIFTY 500 for 25 weeks. The machine reads this as steady growth, richly priced: profits are up 39% in two years, the price has already paid for much of it, leaving little room for error. It trades at a P/E of 17.5× (the 95th percentile of its own range); the price is in Stage 2 — advancing, 23 weeks in; the business cycle reads CYCLICAL / EXPANSION. Fundamentals-momentum score: 94/100 (mostly improving).

Data as of 6 March 2026 · every number traces to its Screener source column · not investment advice.

Key numbers
Market cap
₹1,122 Cr
P/E
17.5×
ROE
7.3%
vs own 10-yr valuation
95th pctile
Book value / share
₹105
EPS (TTM)
₹13.7
10-yr median P/E
11.0×
Revenue (FY25)
₹503 Cr
Profit after tax (FY25)
₹39 Cr
Weinstein stage
Stage 2 (23 weeks)
Data as of
6 March 2026
MOMENTUM OF THE FUNDAMENTALS
94/100
MOSTLY IMPROVING
Levels: ROCE 9% — weak · effectively no debt · margins mid-band
SalesUp 59% YoY — 8 straight growth quarters
MarginsOPM 8.0% → 15.8% in a year
ProfitUp 167% YoY
Cash generationOperating cash ₹12.0 Cr → ₹40.0 Cr
Balance sheetDebt is ₹5 per ₹100 of shareholders’ money
Committed ownersPromoters + funds hold 61.8% (a year ago: 61.9%)
CYCLICAL
Trough
Recovery
Expansion
Peak

Profits breathe with a cycle here — margins breathing 5 points across the window. Swings like that are normal for this business, not news.net_profit

Where the clock stands now: earnings sit at 100% of their historical range, margins are mid-band, and the market pays the expensive end of its range (95th percentile). That reads as EXPANSION — the comfortable middle — the easy money off the bottom is made; from here the story has to keep delivering.net_profit

5 of the 6 things we track are currently moving the right way — nearly everything is pulling in the same direction.

Where the levels actually stand: ROCE 9% — weak; effectively no debt; margins mid-band. Momentum says which way things are moving; these say where they are.

Read this number for what it is: it measures the DIRECTION of change, not the quality of the business. A mediocre business getting better scores high here; a great one having a soft quarter scores low. Profit, sales and margins count double.

THE ONE CHART THAT MATTERS

The price has run ahead of the profits

Since Jul 2020, the stock is up 3,737% while earnings per share grew 186%. The difference is re-rating — investors paying more for the same rupee of profit.pricettm_eps

That works until it doesn’t: from here, earnings have to do the lifting, because the multiple has already done its part.

Today’s P/E of 17.5× means the market is paying up — this is the expensive end of its own history since 2020 (95th percentile).pe_ratio

Price, earnings per share, and the P/E the market pays₹ · ×valuation_history
0100200300510.0₹ price₹ EPS₹238EPS ₹14P/E ×010.020.0med 11×17×Jul 20Jun 22Apr 24Mar 26
Data: Price, EPS and valuation (sampled — full series in the embedded dataset)
PeriodPrice (₹)EPS (TTM) (₹)P/E (×)
Jul 205.1––
Aug 208.44.71.8
Oct 2012.85.82.2
Nov 2020.05.93.4
Dec 2031.05.85.3
Jan 2149.15.88.4
Feb 2142.75.97.3
Mar 2141.35.87.1
Apr 2141.05.97.0
Jun 2142.55.87.3
Jul 2153.57.27.4
Aug 2155.58.57.7
Sep 2158.88.56.9
Oct 2158.78.56.9
Nov 2155.57.77.2
Dec 2156.27.77.3
Feb 2259.0–7.7
Mar 2245.55.87.8
Apr 2249.35.88.5
May 2242.4–7.3
Jun 2236.8–7.9
Jul 2239.3–8.4
Sep 2236.42.613.8
Oct 2239.12.614.8
Nov 2239.03.012.9
Dec 2237.33.012.4
Jan 2337.4–12.4
Feb 2340.85.27.9
Mar 2337.95.17.4
May 2340.15.17.8
Jun 2349.25.98.3
Jul 2349.15.98.3
Aug 2356.36.58.6
Sep 2356.56.68.6
Oct 2379.26.512.1
Dec 2387.76.912.8
Jan 2491.36.913.3
Feb 2498.66.914.3
Mar 2477.66.911.3
Apr 2490.86.913.2
May 241056.915.3
Jun 241267.616.5
Aug 241367.617.8
Sep 241338.316.1
Oct 241488.317.8
Nov 241318.615.2
Dec 241388.616.1
Jan 251118.612.9
Feb 2588.68.410.5
Apr 2590.98.410.8
May 2587.8–10.4
Jun 2594.16.813.8
Jul 251016.814.8
Aug 251128.613.0
Sep 251148.613.3
Oct 251518.617.6
Dec 2516310.515.6
Jan 2620610.519.7
Feb 2629013.621.3
Mar 2623813.717.4

Price is the weekly close (₹). EPS is trailing-twelve-month profit per share, anchored on Screener's own snapshots; between snapshots it is filled from price ÷ P/E (an exact identity), and any fill straying more than 18% from the neighbouring snapshots is dropped rather than shown. The lower panel is the P/E — what the market pays per rupee of profit; the dotted line is its long-run median (11×).

WHERE THE PRICE IS IN ITS CYCLE

The price is in a confirmed uptrend — 23 weeks and counting

STAGE 2 · ADVANCING · 23 WEEKS

Stock prices move through four repeating stages: basing (1), advancing (2), topping (3) and declining (4). This one is in Stage 2: advancing, 23 weeks in, confirmed.stage

The price sits above its rising 200-day average (₹166 today) and its strength against the index is still improving — trends like this persist more often than they reverse, which is why the system rides them instead of guessing the top.dma_200

Beating NIFTY 500 for 25 weeks — relative strength is the market’s live opinion, and right now it is on this stock’s side.rs_mansfield

What would end it: two Friday closes in a row below the 200-day line. That is the house exit rule — mechanical, no debates.dma_200

Weekly price with its 200-day and 50-day averages — stages shaded₹weinstein_stages
S2S4S20100200Price200-DMAStage 2 began · Oct 25Jul 20Jun 22May 24Mar 26
Data: Weekly price, moving averages and stage (sampled — full series in the embedded dataset)
PeriodPrice (₹)200-DMA (₹)50-DMA (₹)Stage
Jul 203.02.72.84
Aug 207.33.14.12
Sep 2011.94.67.82
Nov 2020.07.313.52
Dec 2034.012.123.22
Jan 2154.020.339.52
Mar 2145.527.044.12
Apr 2139.530.442.52
Jun 2142.532.740.62
Jul 2153.436.947.22
Aug 2150.640.750.72
Oct 2167.045.557.72
Nov 2154.048.858.82
Dec 2156.250.556.42
Feb 2253.252.758.02
Mar 2244.151.149.84
May 2246.950.448.74
Jun 2239.648.645.04
Jul 2239.345.539.34
Sep 2242.443.638.34
Oct 2239.142.839.44
Dec 2240.841.738.74
Jan 2337.340.738.04
Feb 2340.840.639.84
Apr 2338.240.238.94
May 2344.540.240.14
Jun 2350.042.346.12
Aug 2361.945.552.92
Sep 2356.548.656.52
Nov 2382.255.971.92
Dec 2392.963.983.62
Jan 2410171.491.52
Mar 2486.177.793.32
Apr 2490.879.288.32
May 2411287.01032
Jul 2415196.21202
Aug 241271061292
Oct 241381121322
Nov 241311181342
Dec 241301221352
Feb 251191211222
Mar 2595.51151034
May 2589.410995.54
Jun 2594.110799.74
Jul 2594.010598.84
Sep 251071041024
Oct 251301071122
Nov 251691201472
Jan 262061361772
Feb 262611592162
Mar 262381662222
THE LONG ARC

Profits have grown in 6 of the last 8 years — this is a compounding machine

Over 8 years, sales went from ₹459 Cr to ₹503 Cr (about 1% a year), and profit from ₹14.0 Cr to ₹39.0 Cr.revenuenet_profit

Margins took a round trip — down to 5.2% in FY22, back to 7.4% now. The profit growth survived the squeeze.operating_profit

Revenue by year₹ Crannual_results
0200400FY14FY20FY23FY25
Data: Revenue by year
PeriodRevenue (₹ Cr)
FY14459
FY15418
FY16461
FY20440
FY21398
FY22442
FY23431
FY24443
FY25503
Profit by year₹ Crannual_results
020.040.0FY14FY20FY23FY25
Data: Profit by year
PeriodProfit after tax (₹ Cr)
FY1414
FY1517
FY1629
FY2022
FY2134
FY2222
FY2328
FY2436
FY2539
OPM % by year%annual_results
6.08.010.0FY14FY20FY23FY25
Data: OPM % by year
PeriodOPM % (%)
FY148.9
FY158.9
FY169.1
FY208.2
FY2110.1
FY225.2
FY235.8
FY247.9
FY257.4
CHAPTER 1 · THE ENGINE

Sales exploded 59% last quarter — growth every single quarter for over 2 years

Revenue — the money that comes in from customers, before any costs.

Dec 25 sales were ₹199 Cr, up 59% on the same quarter last year.revenue

That makes 8 quarters of growth in a row — this is a trend, not a blip.revenue

Quarterly sales₹ Crquarterly_results
0100200YoY %+36+53+59Mar 23Mar 24Mar 25Dec 25
Data: Quarterly sales
PeriodRevenue (₹ Cr)YoY growth (%)
Mar 23123–
Jun 2390.0–
Sep 23106–
Dec 23107–
Mar 2414013.8
Jun 2410415.6
Sep 241158.5
Dec 2412516.8
Mar 2516014.3
Jun 2514135.6
Sep 2517653.0
Dec 2519959.2
WATCH →If quarterly growth slips below 30%, the story weakens.
CHAPTER 2 · THE TAKE

Margins are widening — 8% → 16% in a year

Margins — the share of every ₹100 of sales kept as profit. Gross (after raw materials), operating (after running costs), net (after everything).

Of every ₹100 of sales, the company keeps ₹15.8 as operating profit (a year ago it kept ₹8.0).opm_pct

Zoom out and this is the page's quiet hero: annual operating margin bottomed at 5.2% in FY22 and has been rebuilt to 7.4% — that recovery, not sales alone, is what powers the profit growth elsewhere on this page.operating_profit

The gross margin barely moved (73% → 72%), so the change came from running costs — the business is getting more efficient as it scales.gpm_pctopm_pct

Three margins, quarterly%margin_trends
0.020.040.060.0GrossOperatingNetMar 23Mar 24Mar 25Dec 25
Data: Three margins, quarterly
PeriodGross (%)Operating (%)Net (%)
Mar 2362.59.710.1
Jun 2373.24.84.3
Sep 2366.25.15.8
Dec 2370.49.99.4
Mar 2464.110.611.4
Jun 2471.25.06.6
Sep 2472.44.36.6
Dec 2472.68.07.4
Mar 2572.311.45.2
Jun 2571.49.110.8
Sep 2570.810.69.4
Dec 2572.115.812.1
WATCH →Two consecutive quarters of margin decline would break this trend.
CHAPTER 3 · THE BOTTOM LINE

Profit exploded 167% — mostly from keeping more of each sale

PAT (profit after tax) — what is left for shareholders after every cost, interest and tax.

Dec 25 profit after tax was ₹24.0 Cr, up 167% year on year.net_profit

Quarterly profit after tax₹ Crquarterly_results
010.020.0YoY %+33+100+117−44+88+31+167Mar 23Mar 24Mar 25Dec 25
Data: Quarterly profit after tax
PeriodPAT (₹ Cr)YoY growth (%)
Mar 2312.0–
Jun 234.0–
Sep 236.0–
Dec 2310.0–
Mar 2416.033.3
Jun 248.0100.0
Sep 2413.0116.7
Dec 249.0-10.0
Mar 259.0-43.8
Jun 2515.087.5
Sep 2517.030.8
Dec 2524.0166.7
Where the profit change came from (Dec 24 → Dec 25)₹ Cr
9+6+16−1−5−124PAT Dec 24More salesFattermarginsOther incomeTaxEverythingelsePAT Dec 25

The single biggest driver was keeping more of each sale.

Data: Where the profit change came from (Dec 24 → Dec 25)
ComponentEffect (₹ Cr)
PAT Dec 249
More sales+6
Fatter margins+16
Other income−1
Tax−5
Everything else−1
PAT Dec 2524
CHAPTER 4 · THE ACID TEST

The profits are real — they turn into cash

Operating cash flow (CFO) — the cash that actually arrived, vs PAT, the profit accounting reports. Annual figures.

Over the last 5 profitable years, the business reported ₹159 Cr of profit and collected ₹142 Cr of operating cash — about 89% conversion.operating_cash_flownet_profit

When cash tracks profit this closely, the earnings need no asterisk.

Cash collected vs profit reported (annual)₹ Crcash_flow
020.040.0Operating cash flowProfit after taxFY14FY20FY23FY25
Data: Cash collected vs profit reported (annual)
PeriodOperating cash flow (₹ Cr)Profit after tax (₹ Cr)
FY1444.014.0
FY15-2.017.0
FY169.029.0
FY2027.022.0
FY2153.034.0
FY2214.022.0
FY2323.028.0
FY2412.036.0
FY2540.039.0
CHAPTER 5 · THE PIPELINE

The cash cycle is stretching — more money stuck in the pipeline

Working capital — days of sales locked up in inventory and unpaid bills. Screener reports this yearly, so this chart is annual.

One rupee now takes about 314 days to go out the door as materials and come back as collected cash — up from 279 days the year before.cash_conversion_cycle

The biggest mover: inventory sitting longer in the warehouse (271 → 325 days).inventory_days

Days of cash locked up (annual)daysratios
100200300400Customers owe (debtor days)Stock on shelf (inventory days)We owe suppliers (payable days)FY14FY20FY23FY25
Data: Days of cash locked up (annual)
PeriodCustomers owe (debtor days) (days)Stock on shelf (inventory days) (days)We owe suppliers (payable days) (days)
FY1452.012555.0
FY1556.021466.0
FY1661.015654.0
FY2070.0415147
FY2186.0345126
FY2283.0332108
FY2389.030683.0
FY2493.027185.0
FY2588.032599.0
CHAPTER 6 · THE BUILD

Steady, unhurried investment

Capex — money spent on plants, machines and buildings. Gross block is what exists; CWIP (capital work-in-progress) is what is being built. Annual.

The productive asset base has gone from ₹132 Cr (FY14) to ₹172 Cr, with another ₹1.0 Cr of capacity under construction right now.fixed_assetscwip

The build is self-funded: the last 3 years' investing outflow (₹61.0 Cr) fits inside the operating cash the business generated (₹75.0 Cr).investing_cash_flowoperating_cash_flow

Assets in place vs under construction (annual)₹ Crbalance_sheet
050.0100150200Fixed assetsUnder construction (CWIP)FY14FY20FY23FY25
Data: Assets in place vs under construction (annual)
PeriodFixed assets (₹ Cr)Under construction (CWIP) (₹ Cr)
FY141322.0
FY151382.0
FY161352.0
FY201920.0
FY211820.0
FY221750.0
FY231684.0
FY241632.0
FY251721.0
CHAPTER 7 · SURVIVAL

Almost no debt — this company cannot be killed by a bad year

Debt-to-equity — borrowings against shareholders’ money. Computed from the balance sheet. Annual.

For every ₹100 shareholders have put in (and left in), the company has borrowed ₹5 — total borrowings have shrunk from ₹49.0 Cr to ₹25.0 Cr over the window.borrowings

Total borrowings (annual)₹ Crbalance_sheet
050.0100FY14FY20FY23FY25
Data: Total borrowings (annual)
PeriodBorrowings (₹ Cr)
FY1449.0
FY1561.0
FY1659.0
FY20101
FY2124.0
FY2226.0
FY238.0
FY2419.0
FY2525.0
Debt vs shareholders’ money (annual)xbalance_sheet
00.2FY14FY20FY23FY25
Data: Debt vs shareholders’ money (annual)
PeriodDebt ÷ equity (x)
FY140.2
FY150.3
FY160.2
FY200.3
FY210.1
FY220.1
FY230.0
FY240.0
FY250.1
CHAPTER 8 · THE ENGINE ROOM

Every ₹100 kept in the business earns just ₹9

ROCE — profit earned per ₹100 of capital used. ROE — the same, per ₹100 of shareholders’ money alone. Annual.

Return on capital employed is 9.0% (a year ago: 9.0%). This is the single best test of business quality: what the company earns on the money it keeps.roce_pct

Returns on capital (annual)%ratios
6.08.010.012.0ROCEFY15FY22FY25
Data: Returns on capital (annual)
PeriodROCE (%)
FY1512.0
FY1613.0
FY2110.0
FY226.0
FY237.0
FY249.0
FY259.0
CHAPTER 9 · WHO OWNS IT

The owners aren’t moving

Shareholding — who owns the company: founders (promoters), foreign funds (FII), domestic funds (DII).

Promoters hold 60.2%, essentially unchanged. Foreign funds own 0.3%, domestic funds 1.3%.promoters_pctfiis_pctdiis_pct

Who holds the shares, quarterly%shareholding
Promoters60.2% → 60.2% · flat
60.260.260.2Mar 23Mar 24Mar 25Dec 25
Foreign funds0.3% → 0.3% · flat
0.30.30.3Mar 23Mar 24Mar 25Dec 25
Domestic funds2.7% → 1.3% · down 1.4 pts
1.52.02.5Mar 23Mar 24Mar 25Dec 25
Data: Who holds the shares, quarterly
PeriodPromoters (%)Foreign funds (%)Domestic funds (%)
Mar 2360.20.32.7
Jun 2360.20.32.5
Sep 2360.20.32.2
Dec 2360.20.32.2
Mar 2460.20.31.9
Jun 2460.20.31.4
Sep 2460.20.31.3
Dec 2460.20.31.3
Mar 2560.20.31.3
Jun 2560.20.31.3
Sep 2560.20.31.3
Dec 2560.20.31.3
WHAT IS NOT HAPPENING
  • Promoters are not selling. Their stake has moved 0.1 points or less in 8 quarters — it sits at 60.2%.promoters_pct
  • Foreign funds have neither piled in nor fled — their stake has held near 0.3% for 8 quarters. No smart-money signal, in either direction.fiis_pct
THE VERDICT

Worth studying deeper — with eyes open

The numbers lean positive, and the price already assumes the good news continues.

Best thing in the data: cash generation rising (₹12.0 Cr → ₹40.0 Cr).operating_cash_flow

Biggest worry: debt moving the wrong way (0.04× → 0.05×).borrowings

One dissent worth hearing: our valuation cycle lens reads negative — “PE at at peak — high risk of contraction. PE at 96th percentile of 10Y range. PE is +70% vs 10Y median. PE change driven by: HEALTHY. EV/EBITDA above median (12”. When a lens disagrees with the committee, it is usually pointing at the thing that breaks first.

The machine committee — 7 independent readsSTUDY DEEPER · 65%
Earnings patternPOSITIVE98% · w21
Valuation cycleNEGATIVE67% · w19
CatalystsPOSITIVE30% · w14
Quality & safetyNEUTRAL42% · w14
TechnicalsPOSITIVE31% · w12
ValuationPOSITIVE75% · w10
Growth at a pricePOSITIVE78% · w10
One model disagrees — the Valuation cycle lens reads this stock as NEGATIVE (67% confidence): “PE at at peak — high risk of contraction. PE at 96th percentile of 10Y range. PE is +70% vs 10Y median. PE change driven by: HEALTHY. EV/EBITDA above median (12”
7-model research readSTUDY DEEPER · 65% confidence
WHAT WOULD CHANGE THIS VIEWTwo quarters of margins reversing would kill this story.

Machine-written research from Screener data — every number traces to its source column. Sector Alpha is not a SEBI-registered investment adviser; nothing here is a recommendation to buy or sell. Not investment advice.

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Frequently asked questions

Straight answers from the data

What does Modern Insulators Ltd do?

Modern Insulators is an arm of the Modern group of Industries and was set up in 1985 in collaboration with Siemens, Germany. It is listed in the Capital Goods - Electric General sector with a market capitalisation of ₹1,122 Cr.

What is Modern Insulators Ltd's share price?

As of 6 March 2026, Modern Insulators Ltd trades at ₹238, up 129% over the past year, with a market capitalisation of ₹1,122 Cr. Beating NIFTY 500 for 25 weeks. Prices are weekly closes from Screener data; this page refreshes with each weekly update.

What is Modern Insulators Ltd's share price target?

Sector Alpha does not publish broker-style price targets. Our discounted-cash-flow model estimates Modern Insulators Ltd's intrinsic value at ₹282 per share under base assumptions (bear ₹103, bull ₹282), against the current price of ₹238 — a 18% margin of safety. The current price already implies roughly 12% annual earnings growth. These are model estimates, not forecasts — treat them as one input alongside the valuation history below, not as a target.

Is Modern Insulators Ltd stock overvalued or undervalued?

Modern Insulators Ltd trades at a P/E of 17.5× — the 95th percentile of its own 5.6-year trading range (median 11.0×), which is near the top of its own historical range. The price has run ahead of the profits. Since Jul 2020, the stock is up 3,737% while earnings per share grew 186%. The difference is re-rating — investors paying more for the same rupee of profit.

What did Modern Insulators Ltd report in its latest quarterly results?

In its most recent reported quarter (Q3 FY26, quarter ended December 2025): Dec 25 sales were ₹199 Cr, up 59% on the same quarter last year. Dec 25 profit after tax was ₹24.0 Cr, up 167% year on year. Figures are from Screener-scraped quarterly filings; the page updates when the next quarter is filed.

Is Modern Insulators Ltd growing?

Sales exploded 59% last quarter — growth every single quarter for over 2 years. Dec 25 sales were ₹199 Cr, up 59% on the same quarter last year.

Are Modern Insulators Ltd's profits growing?

Profit exploded 167% — mostly from keeping more of each sale. Dec 25 profit after tax was ₹24.0 Cr, up 167% year on year.

What are Modern Insulators Ltd's operating margins?

Margins are widening — 8% → 16% in a year. In the most recent quarter, of every ₹100 of sales, the company keeps ₹15.8 as operating profit (a year ago it kept ₹8.0).

What is Modern Insulators Ltd's long-term growth record?

Revenue grew from ₹459 Cr in FY14 to ₹503 Cr in FY25 — a 1.2% compound annual growth rate over 8 years. Profit after tax compounded at 13.7% over the same period (₹14 Cr → ₹39 Cr).

Is Modern Insulators Ltd stock in an uptrend?

The price is in a confirmed uptrend — 23 weeks and counting. Modern Insulators Ltd is in Stage 2 — advancing, 23 weeks in (confirmed). Stages follow Stan Weinstein's four-phase read of weekly price against the 200-day average: basing (1), advancing (2), topping (3), declining (4).

Why is Modern Insulators Ltd stock rising?

The price is up 129% over the past year, in a confirmed Stage 2 uptrend (23 weeks), and has beaten NIFTY 500 for 25 weeks. Since 2020, the price is up 3,737% while earnings per share moved 186%.

Is Modern Insulators Ltd beating the NIFTY 500?

Yes — beating NIFTY 500 for 25 weeks, as of 6 March 2026. Relative strength is measured weekly against the NIFTY 500 (Mansfield RS): a positive reading means the stock has outperformed the index over the trailing window, week after week.

Where is Modern Insulators Ltd in its business cycle?

The data reads Modern Insulators Ltd as a cyclical business currently in its expansion phase — earnings at an all-time high for this company, valuation at the 95th percentile. Profits breathe with a cycle here — margins breathing 5 points across the window. Swings like that are normal for this business, not news.

Who owns Modern Insulators Ltd — what is the promoter holding?

Promoters hold 60.2%, essentially unchanged. Foreign funds own 0.3%, domestic funds 1.3%. Shareholding is from Screener's quarterly filings data.

Does Modern Insulators Ltd have too much debt?

Almost no debt — this company cannot be killed by a bad year. For every ₹100 shareholders have put in (and left in), the company has borrowed ₹5 — total borrowings have shrunk from ₹49.0 Cr to ₹25.0 Cr over the window.

What is the bull case for Modern Insulators Ltd?

Profits are up 39% in two years, the price has already paid for much of it, leaving little room for error. Best thing in the data: cash generation rising (₹12.0 Cr → ₹40.0 Cr). Sales exploded 59% last quarter — growth every single quarter for over 2 years.

What is the bear case for Modern Insulators Ltd — what could break the story?

Biggest worry: debt moving the wrong way (0.04× → 0.05×). Two quarters of margins reversing would kill this story. The nearest-term thing to watch: if quarterly growth slips below 30%, the story weakens. This falsification condition is stated up front so the thesis can be checked against incoming quarters, not defended after the fact.

Is Modern Insulators Ltd a stock worth studying right now?

Sector Alpha does not publish buy or sell recommendations — this is a research read, not advice. What the data says: worth studying deeper — with eyes open. The numbers lean positive, and the price already assumes the good news continues. Across the 7-model scorecard the composite research signal is study deeper at 65% confidence. This is machine-written research compiled from Screener data — every number traces to its source — and it is not investment advice. Do your own diligence.

Generated from Screener data · 11 sources · why_traces/1.0 + story/1.2
details
generated 2026-07-03 11:21 · 6 material moves detected
sources: screener_company_info, screener_quarterly_results, screener_annual_results, screener_valuation_history, screener_shareholding, screener_cash_flow, screener_ratios, screener_balance_sheet, screener_margin_trends, weinstein_stages, agent_scores