THEINVEST
The Investment Trust Of India Limited (THEINVEST) Stock Analysis
The Investment Trust Of India Limited is an Indian investment company holding a portfolio of equities and financial assets. It earns income from dividends and capital gains on listed and other investments. The company functions as a closed-end investment vehicle for shareholders. It is listed on Indian stock exchanges.
Financial Services › Capital Markets
₹90.10
+0.72% 1W | -35.30% 52W
Market Cap
471 CR
P/E Ratio
14.1
52W High
₹150
52W Low
₹89
Div. Yield
0%
Beta
0.2
50 DMA
₹95
200 DMA
₹100.2
Profit Margin
12.8%
Inst. Own.
0%
⚡ APPROACHING SUPPORT
⚡ APPROACHING SUPPORT
Fundamentals
Profit & Loss
| Metric | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 58 | 76 | 67 | 86 | 71 | 111 | 77 | 94 | 70 | 79 | 82 | 53 | 59 |
| Expenses | 57 | 59 | 56 | 64 | 50 | 88 | 52 | 72 | 52 | 63 | 63 | 49 | 51 |
| Operating Profit | 1 | 18 | 10 | 22 | 21 | 24 | 25 | 22 | 18 | 17 | 19 | 4 | 8 |
| OPM % | 1.2% | 23% | 15% | 26% | 30% | 21% | 32% | 24% | 25% | 21% | 23% | 8% | 13% |
| Other Income | 8 | 3 | 8 | 5 | 9 | 13 | -1 | 2 | 9 | 6 | 11 | 10 | 12 |
| Interest | 5 | 7 | 7 | 8 | 10 | 9 | 8 | 10 | 11 | 11 | 10 | 4 | 3 |
| Depreciation | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 2 | 2 |
| Profit before tax | 1 | 11 | 8 | 16 | 18 | 25 | 13 | 11 | 13 | 8 | 17 | 8 | 15 |
| Tax % | 288% | 10% | 25% | 72% | 26% | 18% | 56% | 38% | 22% | 30% | 25% | 24% | 16% |
| Net Profit | -1 | 10 | 6 | 5 | 13 | 20 | 6 | 7 | 10 | 6 | 13 | 6 | 12 |
| EPS in Rs | -0.25 | 1.98 | 1.15 | 0.67 | 2.37 | 3.90 | 0.77 | 1.10 | 1.75 | 0.56 | 2.27 | 1.18 | 2.37 |
| Metric | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 159 | 133 | 168 | 335 | 640 | 463 | 335 | 333 | 311 | 302 | 362 | 291 | 274 |
| Expenses | 109 | 111 | 119 | 245 | 502 | 396 | 269 | 291 | 280 | 236 | 261 | 227 | 226 |
| Operating Profit | 50 | 22 | 49 | 90 | 138 | 67 | 66 | 42 | 30 | 66 | 101 | 64 | 48 |
| OPM % | 31% | 16% | 29% | 27% | 22% | 14% | 20% | 13% | 10% | 22% | 28% | 22% | 17% |
| Other Income | 0 | 9 | 10 | 36 | 30 | 4 | 9 | 10 | 18 | 9 | 14 | 29 | 39 |
| Interest | 37 | 15 | 11 | 52 | 109 | 60 | 41 | 29 | 14 | 27 | 37 | 37 | 29 |
| Depreciation | 9 | 8 | 8 | 9 | 10 | 12 | 10 | 11 | 12 | 11 | 11 | 10 | 10 |
| Profit before tax | 4 | 7 | 40 | 67 | 49 | -2 | 25 | 12 | 22 | 36 | 67 | 46 | 48 |
| Tax % | 48% | 56% | 26% | -21% | 16% | 200% | 38% | 88% | 47% | 45% | 31% | 25% | |
| Net Profit | 2 | 6 | 30 | 80 | 41 | -7 | 15 | 1 | 12 | 20 | 46 | 35 | 37 |
| EPS in Rs | 0.29 | 1.11 | 5.55 | 15.09 | 6.92 | -1.02 | 2.93 | 0.31 | 2.20 | 3.55 | 8.14 | 5.76 | 6.38 |
| Dividend Payout % | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Growth — CAGR
| Metric | 3Y | 5Y | 10Y |
|---|---|---|---|
| Revenue CAGR | -2.0% | -3.0% | 8.0% |
| Profit CAGR | 36.0% | 14.0% | 18.0% |
Shareholding Pattern
Promoters72.12%
FIIs6.55%
Public21.33%
Promoters72.12%
FIIs6.55%
Public21.34%
Promoters72.12%
FIIs6.55%
Public21.33%
Promoters72.12%
FIIs6.55%
Public21.34%
Promoters72.12%
FIIs6.55%
Public21.33%
Promoters72.12%
FIIs6.55%
Public21.34%
Promoters72.12%
FIIs6.55%
Public21.33%
Promoters72.12%
FIIs6.55%
Public21.32%
Promoters72.12%
FIIs6.55%
Public21.33%
Promoters72.12%
FIIs6.55%
Public21.33%
THEINVEST
Holdings Analysis
Key strengths & risk signals
54
Overall
65
Fundamental
43
Technical
Risks (4)
NEGLIGIBLE DIVIDEND! 0% yield - little to no income.
POOR YEAR! Stock declined 35.3% in the last year.
WEAK POSITION! Current price (90.1) is below both moving averages.
WEAK! Trading at 1.8% of 52W range - near yearly lows.
Strengths (3)
UNDERVALUED! PEG of 0.37 indicates stock is cheap relative to growth.
LOW VOLATILITY! Beta of 0.20 - stable stock, less market risk.
NEUTRAL! RSI at 41.8 - balanced momentum.
Fundamental & Technical Analysis
54Overall
65Fundamental
43Technical
Fundamental Breakdown
Growth Quality
17/30
Revenue CAGR: -2.4% (DECLINING, 2/15). Profit CAGR: 37.8% (EXCELLENT, 15/15).
Profit Margin
5/10
DECENT EFFICIENCY! 12.8% profit margin - acceptable profitability.
PEG Valuation
10/10
UNDERVALUED! PEG of 0.37 indicates stock is cheap relative to growth.
Dividend Yield
3/10
NEGLIGIBLE DIVIDEND! 0% yield - little to no income.
Debt to Equity
10/10
VERY LOW DEBT! D/E of 0.00 - excellent financial health.
Public Holding
14/20
MODERATE PUBLIC HOLDING! 21.33% public ownership - balanced ownership structure.
Stability Index
6/10
MODERATE STABILITY! 2 revenue dips in history. Acceptable but monitor closely.
Technical Breakdown
Moving Averages
5/10
BEARISH TREND! 50-day average (95.0) is below 200-day average (100.2) - negative signal.
Price Position
2/10
WEAK POSITION! Current price (90.1) is below both moving averages.
Trend Pattern
10/20
TESTING SUPPORT! Stock is at key support level.
52W Performance
0/10
POOR YEAR! Stock declined 35.3% in the last year.
Volume Sentiment
15/30
BEARISH SENTIMENT! In last 30 days: 12 up days, 18 down days. Avg volume on up days: 4,707 vs down days: 5,469. Ratio: 0.86x
RSI
3/5
NEUTRAL! RSI at 41.8 - balanced momentum.
52W Range
1/5
WEAK! Trading at 1.8% of 52W range - near yearly lows.
Momentum
2/5
WEAK MOMENTUM! Limited price growth - 0.7% (1 week), -5.3% (1 month), -7.5% (3 months).
Beta
5/5
LOW VOLATILITY! Beta of 0.20 - stable stock, less market risk.
Peer Comparison
Financial Services · Capital Markets · 8 stocks
| Stock | Price | P/E | Profit Margin | Revenue CAGR 5Y | Profit CAGR 5Y | 52W Change | Stock Strength | Trendline | YoY Profit | QoQ Profit | YoY Revenue | QoQ Revenue |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THEINVEST | ₹90.10 | 14.1 | 12.8% | -2.4% | 37.8% | -35.3% | 54 | APPROACHING SUPPORT | +34.8% | +103.3% | -15.3% | +11.9% |
| INDOTHAI | ₹34.80 | 6.5 | 63.7% | 103.1% | – | -92.4% | 58 | BREAKOUT | +27.9% | -58.0% | +10.7% | +3.3% |
| SHARDUL | ₹58.40 | 22 | 25.9% | – | – | +101.6% | 68 | CONSOLIDATING UP | +102.7% | -324.0% | +67.9% | +11.9% |
| NBIFIN | ₹1,830.70 | 39 | 64.2% | 20.0% | 33.1% | -30.1% | 71 | APPROACHING SUPPORT | -466.7% | +266.7% | +600.0% | +55.6% |
| NAHARCAP | ₹238.90 | 3.4 | 226.5% | 3.4% | -16.0% | -15.9% | 47 | CONSOLIDATING DOWN | +486.1% | +270.3% | +43.2% | -20.3% |
| DHUNINV | ₹907.00 | 6 | 19.6% | 18.3% | -60.5% | -37.6% | 57 | BOUNCE FROM SUPPORT | +151.3% | -2,764.0% | +67.1% | +31.2% |
| ALMONDZ | ₹19.60 | 10.3 | 16.7% | 35.5% | 20.7% | +17.8% | 83 | BREAKDOWN | +81.2% | +160.4% | +24.7% | -49.0% |
| AVONMORE | ₹12.80 | 23.7 | 14.5% | -3.3% | -59.1% | -31.0% | 50 | CONSOLIDATION | +200.0% | -220.0% | +17.0% | -36.4% |
Data from TradeAlone · Updated daily
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