ftInvstr
IGARASHI · Consumer Cyclical ₹424.0 +1.7% Mkt Cap ₹1331 Cr overvalued

IGARASHI

Consumer Cyclical Auto Parts
₹424.0
+1.7% today · 30d -13.65%
as of 2026-09-04
Price · Daily Candles
“Igarashi Motors Faces Profit Headwinds as FIIs Step In, Sales Grow Quarterly”
Igarashi Motors (INE188B01013) reported Q4 FY26 revenue growth of 19.26% YoY to ₹226.0 Cr, yet net profit declined by 47.9% YoY to ₹2.0 Cr. Annual net profit for FY26 also saw a significant drop of 49.74% YoY to ₹12.0 Cr, despite sales growing 3.28% YoY to ₹866.0 Cr, indicating pressure on margins. The TTM EPS stands at ₹4.32, with a high TTM P/E of 89.26.
BULL CASE
+FII shareholding increased by 0.03% QoQ, even as overall DII holding decreased by 0.01% QoQ in Q4 FY26.
+Q4 FY26 revenue grew by 19.26% YoY to ₹226.0 Cr.
+The company's 3-year revenue CAGR is 9.24% and net profit CAGR is 32.26%, signaling historical growth efficiency.
+ML predictions show neutral sales growth for 1 year (recent 2yr: 0.473, rolling 4yr: 0.466, stable 7yr: 0.48).
BEAR CASE
Q4 FY26 net profit declined by 47.9% YoY to ₹2.0 Cr.
Annual net profit for FY26 decreased by 49.74% YoY to ₹12.0 Cr.
The TTM P/E of 89.26 is considerably higher than some peers like BOSCHLTD (P/E 38.11).
The stock is trading 41.86% off its 52-week high of ₹665.0, reflecting recent price depreciation.
ML predictions for FCF growth are weak, with 1-year recent 2-year rank at 0.045 and 1-year rolling 4-year rank at 0.0.
⟳ What Changed
₹ Latest Earnings · Q ending 2026-06-30
REVENUE
₹251 Cr
+22.55% YoY
NET PROFIT
₹7 Cr
+169.63% YoY
OPM
10.12%
+0.19pp YoY
EPS
₹2.15
PE 89.26
Intrinsic value · DCF ₹247.24 · Margin of safety -41.7% (overvalued) · FCF yield 1.05%
◇ Sector Position
Igarashi Motors, with a TTM P/E of 89.26, trades at a premium to peers like BOSCHLTD (38.11) but below BHARATFORG (98.06), positioning it amidst varied valuations within the Auto Parts sector.
PEERPEROCE %
IGARASHI89.26
BOSCHLTD38.1121.47
BHARATFORG98.0624.38
SCHAEFFLER57.0131.31
+ 2 more peers — sign in to view
ML Forward Growth Predictions 🔒

9 ML-predicted forward-growth ranks across sales, EBIT, and FCF.

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42
SCORE / 100
Overall
6-axis composite of the sections below.
Performance NEUTRAL 40
Valuation STRETCHED 20
Growth MUTED 37
Profitability DECENT 55
Technicals NEUTRAL 52
Risk MODERATE 50
Key Stats
TTM PE
89.26
P/B
2.61
52W HIGH
₹558.0
OFF HIGH
-24.01%
DIV YIELD
0.64%
MKT CAP
₹1331 Cr
◉ Active Signals
MACDBearish-1.948
RSI(14)Neutral43.12
⧉ Strategy Fit 🔒

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