KARTKIN

Kartik Investments Trust Ltd.

BSE: 501151

Sector: Financial Services

Industry Group: Finance

Industry: Other Financial Services

9,600.00-380.0 (-3.81%)

24 Aug, 12:00 AM

Overview

Analysis Statements Technicals Forecast Peers Resources News

Stock Scores

Quality Score

80.2 / 100

Value Score

3.1 / 100

Price Momentum Score

24.8 / 100

QVM Score

20.7 / 100

Key Metrics

Market Cap

234.24

P/E (TTM)

45.35

P/B

27.83

P/S (TTM)

39.91

EV/EBITDA

39.58

CAPE (5Y)

231.25

ROE (TTM)

80.83

ROCE (TTM)

91.49

ROA (TTM)

73.77

Avg 3Y ROE

26.70

Earnings 3Y CAGR

Sales 3Y CAGR

537.08

Sales 5Y CAGR

207.04

Debt/Equity

0.00

Consensus TP

Strong Buy %

Promoter Holding

74.82

Pledged %

0.00

Stock Analysis

Fundamental analysis overview of Kartik Investments Trust Ltd. covering key investment insights, growth drivers, risk factors, and potential red flags.

Views

Red Flags

Positive

High and improving ROE

The company reported strong ROE of 80.83% for 12-month ended 30 Jun 2026 and ROE improved by 8143 bps from 1 year ago

What is ROE (FY)?

High and improving operating margin

The company reported strong operating margin of 98.33% for 12-month ended 30 Jun 2026 and operating margin improved by 37419 bps from 1 year ago

What is Operating profit margin?

Strong revenue growth and above median growth of industry

The company delivered strong revenue growth of 25200.4% for 12-month ended 30 Jun 2026 and the growth was 25191.26 percentage points higher than median growth of industry

What is Sales growth (1Y)?

Median: 9.14

Value 25200.4

-137.743928.1

Low Debt to Equity, not much change from last year

The company has low Debt to Equity of 0.0 as on 30 Jun 2026 and Debt to Equity remained same in the last 1 year

What is Debt to Equity?

Negative

Expensive and at a premium to industry median P/B

PB of 27.83 indicates that the stock is expensive on a standalone basis and is at a 1946.32% premium to industry median P/B

What is P/B Ratio?

Median: 1.36

Value 27.83

01274.33

Weak price momentum

Price Momentum score of 24.8 indicates that the stock has weak price momentum. Research has shown that stocks with lower momentum continue to underperform in the near term

What is Price Momentum score?

24.8 / 100

Low dividend yield

The company has a low dividend yield of 0.0%

What is Dividend yield?

Neutral

Not enough talking points with neutral stance

Financial Snapshot

See detailed analysis

Multi-year trends for Kartik Investments Trust Ltd. covering revenue, net profit, ROE, and EBITDA for a quick view of financial health over time.

Net Revenue FY

Profit After Tax FY

ROE FY

ROA FY

Kartik Investments Trust Ltd. Shareholding Pattern

Quarterly breakdown of Kartik Investments Trust Ltd. ownership including promoter, FII, DII, mutual fund, and public holdings as disclosed to NSE/BSE.

	Mar 2020	Jun 2020	Sep 2020	Dec 2020	Mar 2021	Jun 2021	Sep 2021	Dec 2021	Mar 2022	Jun 2022	Sep 2022	Dec 2022	Mar 2023	Jun 2023	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
Total Promoter	74.82	74.82	74.82	74.82	74.82	74.82	74.82	74.82	74.82	74.82	74.82	74.82	74.82	74.82	74.82	74.82	74.82	74.82	74.82	74.82	74.82	74.82	74.82	74.82	74.82	74.82
Indian Promoter	74.82	74.82	74.82	74.82	74.82	74.82	74.82	74.82	74.80	74.80	74.80	74.80	74.80	74.80	74.80	74.82	74.82	74.82	74.82	74.82	74.82	74.82	74.82	74.82	74.82	74.82
Foreign Promoter	-	-	-	-	-	-	-	-	0.02	0.02	0.02	0.02	0.02	0.02	0.02	-	-	-	-	-	-	-	-	-	-	-
Institutions	-	-	-	-	-	-	-	-	-	-	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Mutual Funds / UTI	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
FI/Bank/Insurance	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Govt	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
FII	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Other Institutions	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Non-Institution	25.18	25.18	25.18	25.18	25.18	25.18	25.18	25.18	25.18	25.18	25.18	25.18	25.18	25.18	25.18	25.18	25.18	25.18	25.18	25.18	25.18	25.18	25.18	25.18	25.18	25.18
Bodies Corporate	-	-	-	-	-	-	-	-	-	12.07	12.07	12.07	12.07	12.07	12.07	12.07	12.07	12.07	12.07	12.07	12.07	12.07	12.07	12.07	12.07	12.07
Others (incl. Retail) No. of shareholders	25.18 93	25.18 93	25.18 96	25.18 102	25.18 102	25.18 107	25.18 108	25.18 106	25.18 105	13.11 100	13.11 102	13.11 103	13.11 108	13.11 112	13.11 113	13.11 112	13.11 113	13.11 114	13.11 118	13.11 120	13.11 123	13.11 124	13.11 122	13.11 122	13.11 129	13.11 205

Holdings and Presence

Indices and prominent investors with a stake in this stock.

Index Presence

Kartik Investments Trust Ltd. is not part of any tracked index.

Prominent Investor Holdings

Bulk, Block and Insider Trades

Recent bulk deals, block deals, and insider trading activity in Kartik Investments Trust Ltd. shares as reported to NSE and BSE.

No bulk, block or insider trade data available.

No corporate action data available.

Company Profile

Overview of Kartik Investments Trust Ltd. covering business description, industry classification, key management, financial ratios, and listed exchange details.

Kartik Investments Trust Limited is an India-based investment company. The Company is engaged in financial intermediation other than that conducted by monetary institutions. The Company operates through a single-segment, investment business.

Key personnel

Ms. K. Gayathri

Chief Financial Officer, Manager

Ms. Lakshmi R.

Company Secretary and Compliance Officer

Ms. Krithika Vijay Karthik

Investor Relations

Mr. Jeeva BalakrishnanD

Non-Independent Non-Executive Director

Ms. Aparna S.D

Independent Director

Mr. P. NagarajanD

Independent Director

Incorporated on

25 Jan 1978

Last Annual

31 Mar 2026

Last Interim

30 Jun 2026

No. of Employees

IPO date

28 Jul 2006

Free Float

38,950

Website

https://kartikinvestments.com/

Phone no.

+914425307123

Address

Parry House, 2nd Floor, No. 43, Moore Street, Parrys, CHENNAI, 600001, India

Frequently Asked Questions

What is the current share price of Kartik Investments Trust Ltd.?

The current share price of Kartik Investments Trust Ltd. is ₹ 9,600.00 as of 24 Aug 2026.

What is the market capitalisation of Kartik Investments Trust Ltd.?

The market capitalisation of Kartik Investments Trust Ltd. stands at ₹ 234.24 Cr.

What is the PE ratio of Kartik Investments Trust Ltd.?

The Price-to-Earnings (PE) ratio of Kartik Investments Trust Ltd. is 45.35 as of the latest trailing twelve months data.

What is the ROE and ROCE of Kartik Investments Trust Ltd.?

Kartik Investments Trust Ltd. has a Return on Equity (ROE) of 80.83% and a Return on Capital Employed (ROCE) of 91.49% as per the latest financial reports.

What is the 52-week high and low of Kartik Investments Trust Ltd.?

The 52-week high of Kartik Investments Trust Ltd. is - and the 52-week low is -.

What is the dividend yield of Kartik Investments Trust Ltd.?

The dividend yield of Kartik Investments Trust Ltd. is 0.00% based on the current market price.

What is the FII and DII holding in Kartik Investments Trust Ltd.?

Foreign Institutional Investors (FII) hold 0.00%, Domestic Institutional Investors (DII) hold 0.00% and retail/public investors hold 13.11% of Kartik Investments Trust Ltd. shares.

What sector does Kartik Investments Trust Ltd. belong to?

Kartik Investments Trust Ltd. operates in the Financial Services sector.

What is the beta of Kartik Investments Trust Ltd.?

The beta of Kartik Investments Trust Ltd. is 0.07, indicating its price volatility relative to the broader market.

What is the RSI of Kartik Investments Trust Ltd.?

The 14-day Relative Strength Index (RSI) of Kartik Investments Trust Ltd. is 62.72, placing it approaching overbought territory. An RSI above 70 is considered overbought and below 30 is considered oversold.

Kartik Investments Trust Ltd.

Stock Scores

Key Metrics

Share Price

Stock Analysis

Financial Snapshot

Kartik Investments Trust Ltd. Shareholding Pattern

Holdings and Presence

Bulk, Block and Insider Trades

Company Profile

Frequently Asked Questions

Holdings and Presence

Stock Analysis

Company Profile