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The Investment Trust of India Limited THEINVEST NSEFINANCIAL

Financial Services · Capital Markets · India
https://www.itiorg.com
Company Profile ↓
₹98.44
-32.48% 1Y
Mkt Cap₹514.27 Cr
P/E17.09
P/B0.70
52W High₹174.40
52W Low₹91.15
Book Value₹140.81
EPS (TTM)₹5.76

Company Overview

The Investment Trust of India Limited, together with its subsidiaries, provides investment banking and corporate finance activities in India. The company operates through Broking and Related Services; Investment and Advisory Services; Trading Activities; Asset Management Activities; and Financing Activities segments. It provides 3-wheeler and commercial vehicle finance, gold loan, micro business loan, personal loan for students and faculty, and educational institutional loan, as well as KapitalTech-SME finance; investment solutions, including debt securities-ITI gilts, growth opportunity funds for entrepreneurs, and ITI long short equity funds. It also offers equity, debt, and hybrid mutual funds; broking solutions comprising buying or selling of securities for institutional investors. In addition, it provides services related to capital markets, such as IPO, rights and GDR issues, and buyback, as well as corporate and start-up advisory services. Further, it offfers lending, equities and derivatives trading, equity research, commodities trading, and portfolio management services; and IPO and insurance products. The company was formerly known as Fortune Financial Services (India) Limited and changed its name to The Investment Trust of India Limited in June 2018. The Investment Trust of India Limited was incorporated in 1991 and is based in Mumbai, India.

Why Investors Should Care

Consistent Profit Growth

Net profit has compounded at 37.8% per year over the last five years.

Reasonable Valuation

Trades at a P/E of 17.1, below the sector median of 19.9.

Healthy Margins

Operating margin of 16.7% supports profitability.

Conservative Balance Sheet

Carries low leverage with a debt-to-equity ratio of 0.08.

Recent Developments

  • Mar 2026 Revenue of ₹284.54 Cr (-19.4% YoY); net profit ₹30.08 Cr.
  • Trailing 12 Months Year-on-year growth — revenue -19.4%, earnings -29.3%.
  • 5-Year Trend Long-term compounding — revenue CAGR -0.9%, profit CAGR 37.8%.

Growth & Price Performance

Compounded Sales Growth

5 Years:-0.87%
1 Year:-19.39%

Compounded Profit Growth

5 Years:37.78%
1 Year:-29.27%

Stock Price Performance

1 Year:-32.48%
6 Months:-20.13%
3 Months:-6.19%
1 Month:+0.08%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Bearish
52-Week Range 9% of range
₹91.15 ₹174.40
Trend Signals
  • Price vs 50-DMABelow
  • Price vs 200-DMABelow
  • RSI (14)50.01 · Neutral
Price Performance
1M+0.08%
3M-6.19%
6M-20.13%
1Y-32.48%
Valuation vs Sector

P/E of 17.09 is below the sector median of 19.87 — relatively cheaper than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

NSE TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Profit CAGR of 37.8% over 5 years.

CONS

  • Revenue declined at -0.9% CAGR over 5 years.
  • Trading 43.6% below its 52-week high.
  • In a downtrend (50-DMA below 200-DMA).

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
17.09
Industry PE
19.87
Forward P/E est.
24.16
PEG Ratio
-
Book Value
₹140.81
Price to Book
0.70
P/S
1.94
EV/EBITDA
5.82
Dividend Yield
0.00%

Growth (CAGR)

Revenue 5Y
-0.87%
Profit 5Y
37.78%
Revenue (YoY)
-19.39%
Earnings (YoY)
-29.27%

Profitability & Returns

ROCE
11.18%
ROE
4.09%
ROA
3.01%
Profit Margin
10.57%
Op Margin
16.67%
Gross Margin
56.64%
EPS (Latest Qtr)
₹1.18
EPS (TTM)
₹5.76

Balance Sheet & Liquidity

Debt/Equity
0.08
Quick Ratio
2.34
Current Ratio
2.34
Debt
₹55.93 Cr
Total Assets
₹998.10 Cr
Current Assets
₹593.20 Cr
Working Capital
₹339.37 Cr

Ownership

Promoter Holding
88.41%
Chg in Prom Hold
-1.10%
FII / Inst Holding
0.00%
Chg in FII Hold
-6.55%

Financial Snapshot

Enterprise Value
₹514.27 Cr
Total Revenue (TTM)
₹284.54 Cr
EBITDA
₹93.24 Cr
Free Cash Flow
₹-183.85 Cr
Operating Cash Flow
₹-182.79 Cr
Shares Outstanding
₹5.22 Cr
Gross Margin
56.64%
Payout Ratio
0.00%

Peer comparison

Peer companies in the same sector (Financial Services).

#NameCMP ₹P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 THEINVEST The Investment Trust of India Limited NSEFINANCIAL 98.44 17.09 ₹514.27 Cr 0.00% 11.18% 4.09% -0.87% 37.78%
2 HDFCBANK HDFC Bank Limited NIFTY50NSEAIFINANCIAL 815.55 16.51 ₹12.48 L Cr 1.58% - 13.62% 32.50% 20.39%
3 ICICIBANK ICICI Bank Limited NIFTY50NSEAIFINANCIAL 1,423.10 19.03 ₹10.19 L Cr 0.86% - 14.93% 19.65% 16.78%
4 SBIN State Bank of India NIFTY50NSEAIFINANCIALPSU 1,031.00 11.31 ₹9.52 L Cr 1.67% - 13.97% 12.19% 14.39%
5 BAJFINANCE Bajaj Finance Limited NIFTY50NSEAIFINANCIAL 1,032.90 33.85 ₹6.43 L Cr 0.53% - 16.68% 22.58% 18.23%
6 LICI Life Insurance Corporation of India NIFTY_MIDNSEFINANCIALPSU 443.80 9.77 ₹5.61 L Cr 2.26% - 32.53% 7.26% 16.86%
7 AXISBANK Axis Bank Limited NIFTY50NSEAIFINANCIAL 1,340.20 15.86 ₹4.17 L Cr 0.08% - 12.27% 12.16% 34.61%
8 KOTAKBANK Kotak Mahindra Bank Limited NIFTY50NSEAIFINANCIAL 381.30 19.66 ₹3.79 L Cr 0.17% - 10.64% 13.48% 8.92%
9 BAJAJFINSV Bajaj Finserv Ltd. NIFTY50NSEAIFINANCIAL 1,887.10 34.31 ₹3.02 L Cr 0.07% - 12.58% 22.92% 15.16%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in INR.

Metric Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Revenue 78.40 Cr57.92 Cr76.50 Cr66.82 Cr86.49 Cr70.81 Cr111.19 Cr76.99 Cr93.99 Cr70.10 Cr79.06 Cr82.26 Cr53.12 Cr
Cost of Revenue --------32.74 Cr31.29 Cr31.78 Cr33.49 Cr26.81 Cr
Gross Profit --------61.25 Cr38.81 Cr47.27 Cr48.78 Cr26.32 Cr
Operating Expenses 63.04 Cr57.23 Cr58.62 Cr56.49 Cr64.05 Cr49.86 Cr87.57 Cr52.34 Cr41.23 Cr23.80 Cr33.68 Cr32.21 Cr24.06 Cr
Operating Income 11.85 Cr-1.89 Cr15.06 Cr7.47 Cr19.28 Cr18.40 Cr20.79 Cr21.98 Cr20.01 Cr15.01 Cr13.60 Cr16.57 Cr2.26 Cr
EBITDA 15.36 Cr69.00 L17.88 Cr10.33 Cr22.44 Cr20.95 Cr23.62 Cr24.65 Cr24.00 Cr26.50 Cr22.28 Cr30.05 Cr14.41 Cr
Interest Expense 3.95 Cr5.41 Cr6.95 Cr6.81 Cr7.85 Cr10.19 Cr8.57 Cr8.30 Cr9.96 Cr10.76 Cr11.31 Cr10.34 Cr4.44 Cr
Pretax Income 15.76 Cr59.00 L11.46 Cr8.18 Cr16.09 Cr17.53 Cr25.03 Cr13.05 Cr11.00 Cr13.13 Cr8.03 Cr17.15 Cr8.05 Cr
Tax Provision 2.59 Cr1.70 Cr1.12 Cr2.01 Cr11.52 Cr4.62 Cr4.61 Cr7.31 Cr4.15 Cr2.92 Cr2.42 Cr4.34 Cr1.96 Cr
Net Income 13.17 Cr-1.11 Cr10.33 Cr6.17 Cr4.58 Cr12.91 Cr20.42 Cr5.74 Cr5.75 Cr9.15 Cr2.91 Cr11.87 Cr6.14 Cr
Diluted EPS 2.49-0.251.981.150.672.373.900.771.101.750.562.271.18

Profit & Loss (Annual)

Figures in INR.

Metric Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Revenue 159.00 Cr133.00 Cr168.00 Cr335.00 Cr640.00 Cr463.00 Cr335.00 Cr-292.08 Cr272.76 Cr352.97 Cr284.54 Cr
Cost of Revenue --------213.11 Cr158.47 Cr124.96 Cr123.37 Cr
Gross Profit --------78.96 Cr114.29 Cr228.01 Cr161.18 Cr
Operating Expenses 109.00 Cr111.00 Cr119.00 Cr245.00 Cr502.00 Cr396.00 Cr269.00 Cr-61.30 Cr73.30 Cr146.83 Cr113.74 Cr
Operating Income 41.00 Cr14.00 Cr41.00 Cr81.00 Cr128.00 Cr55.00 Cr56.00 Cr-17.66 Cr40.99 Cr81.18 Cr47.43 Cr
EBITDA 50.00 Cr22.00 Cr49.00 Cr90.00 Cr138.00 Cr67.00 Cr66.00 Cr-47.08 Cr72.63 Cr114.73 Cr93.24 Cr
Interest Expense 37.00 Cr15.00 Cr11.00 Cr52.00 Cr109.00 Cr60.00 Cr41.00 Cr-13.46 Cr24.90 Cr37.03 Cr36.85 Cr
Pretax Income 4.00 Cr7.00 Cr40.00 Cr67.00 Cr49.00 Cr-2.00 Cr25.00 Cr-21.82 Cr36.31 Cr66.61 Cr46.35 Cr
Tax Provision 1.92 Cr3.92 Cr10.40 Cr-14.07 Cr7.84 Cr-4.00 Cr9.50 Cr-10.25 Cr16.34 Cr20.68 Cr11.64 Cr
Net Income 2.00 Cr6.00 Cr30.00 Cr80.00 Cr41.00 Cr-7.00 Cr15.00 Cr-11.50 Cr18.57 Cr42.53 Cr30.08 Cr
Diluted EPS 0.291.115.5515.096.92-1.022.93-2.203.568.145.76

Balance Sheet (Annual)

Figures in INR.

Metric Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Total Assets 820.00 Cr394.00 Cr1,112.00 Cr1,594.00 Cr1,553.00 Cr1,188.00 Cr1,141.00 Cr-1,045.41 Cr1,302.20 Cr1,542.34 Cr998.10 Cr
Current Assets --------702.28 Cr974.82 Cr1,238.92 Cr593.20 Cr
Cash & Equivalents --------130.94 Cr94.11 Cr207.56 Cr26.18 Cr
Inventory --------84.91 Cr137.05 Cr3.15 L0
Receivables --------62.42 Cr95.08 Cr86.18 Cr171.77 Cr
Total Liabilities --------399.48 Cr614.70 Cr789.16 Cr262.83 Cr
Current Liabilities --------298.04 Cr499.55 Cr774.48 Cr253.83 Cr
Long Term Debt --------78.65 Cr95.26 Cr29.56 L0
Total Debt 460.00 Cr71.00 Cr367.00 Cr698.00 Cr642.00 Cr394.00 Cr284.00 Cr-200.46 Cr377.60 Cr378.30 Cr55.93 Cr
Total Equity 219.00 Cr229.00 Cr462.00 Cr537.00 Cr582.00 Cr585.00 Cr601.00 Cr-636.40 Cr661.42 Cr705.18 Cr735.61 Cr
Shares Outstanding --------5.22 Cr5.22 Cr5.22 Cr5.22 Cr

Cash Flows (Annual)

Figures in INR.

Metric Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Operating Cash Flow -265.00 Cr449.00 Cr-188.00 Cr-452.00 Cr147.00 Cr315.00 Cr249.00 Cr--97.37 Cr-209.46 Cr125.36 Cr-182.79 Cr
Investing Cash Flow -11.00 Cr-55.00 Cr-35.00 Cr-34.00 Cr94.00 Cr1.00 Cr-12.00 Cr--25.45 Cr94.14 L2.96 Cr-12.48 Cr
Financing Cash Flow 291.00 Cr-404.00 Cr489.00 Cr274.00 Cr-246.00 Cr-343.00 Cr-145.00 Cr-65.73 Cr171.69 Cr-14.87 Cr13.89 Cr
Capital Expenditure -11.00 Cr-1.00 Cr-2.00 Cr-3.00 Cr-6.00 Cr-1.00 Cr-2.00 Cr--10.66 Cr-6.30 Cr-6.43 Cr-1.06 Cr
Free Cash Flow -276.00 Cr448.00 Cr-190.00 Cr-455.00 Cr141.00 Cr314.00 Cr247.00 Cr--108.03 Cr-215.76 Cr118.93 Cr-183.85 Cr
Net Change in Cash 15.00 Cr-10.00 Cr266.00 Cr-212.00 Cr-6.00 Cr-26.00 Cr91.00 Cr--57.09 Cr-36.83 Cr113.45 Cr-181.38 Cr

Ratios (Annual)

Figures in %.

Metric Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Gross Margin % --------27.0%41.9%64.6%56.6%
Operating Margin % 25.8%10.5%24.4%24.2%20.0%11.9%16.7%-6.0%15.0%23.0%16.7%
Net Margin % 1.3%4.5%17.9%23.9%6.4%-1.5%4.5%-3.9%6.8%12.1%10.6%
ROE % 0.9%2.6%6.5%14.9%7.0%-1.2%2.5%-1.8%2.8%6.0%4.1%
ROCE % --------2.4%5.1%10.6%6.4%

Shareholding Pattern

Insiders
88.41%
Institutions
0.00%
Public Float
0.00%

Analyst View

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THEINVEST — Frequently Asked Questions

What is the current share price of The Investment Trust of India Limited (THEINVEST)?

As of 2026-07-16 05:21 IST, The Investment Trust of India Limited (THEINVEST) trades at ₹98.44 on NSE. Its 52-week range is ₹91.15 to ₹174.40.

What is the market capitalisation of THEINVEST?

The Investment Trust of India Limited (THEINVEST) has a market capitalisation of ₹514.27 Cr on NSE.

What is the P/E ratio of THEINVEST?

THEINVEST trades at a trailing price-to-earnings (P/E) ratio of 17.09. The industry average P/E is 19.87. Its price-to-book (P/B) ratio is 0.70.

What is the return on equity (ROE) of THEINVEST?

THEINVEST has a return on equity (ROE) of 4.09%. Its return on capital employed (ROCE) is 11.18%.

Is THEINVEST a good stock to buy?

This page provides a data-driven analysis of The Investment Trust of India Limited (THEINVEST), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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