₹636.8
-0.5% today
· 30d -4.46%
as of 2026-09-04
Price · Daily Candles
“Tata Invest's Q4 profits surge 69%, but stock lags 52-week high by over 40%.”
Tata Investment Corporation reported a robust 69.22% YoY net profit growth in Q4 2026, reaching ₹64 Cr, alongside a 143.34% increase in revenue. However, its TTM PE of 81.24 significantly trails the sector average, and the stock is trading 41.46% below its 52-week high.
BULL CASE
+Q4 2026 revenue jumped 143.34% YoY to ₹40 Cr, driving operating profit up 319.68% to ₹32 Cr.
+Annual net profit for FY26 climbed 38.96% YoY to ₹434 Cr, with a 5-year net profit CAGR of 22.91%.
+Promoter shareholding remains substantial at 73.38%, indicating strong insider confidence.
+The company maintains a high profit margin of 107.49%.
BEAR CASE
−The stock is down 41.46% from its 52-week high of ₹1184.7, trading at ₹693.5.
−TTM P/E of 81.24 is substantially higher than sector peers like ICICIAMC (50.36) and HDFCAMC (41.09).
−ROCE is only 2.0%, significantly lower than ICICIAMC's 102.05% and HDFCAMC's 40.09% in the same sector.
−ML predictions indicate a weak rank for FCF growth (0.094 for 4-year rolling FCF) and a neutral sales growth rank (0.503 for 4-year rolling sales).
⟳ What Changed
₹ Latest Earnings · Q ending 2026-06-30
REVENUE
₹152 Cr
+4.26% YoY
NET PROFIT
₹144 Cr
-1.91% YoY
OPM
92.28%
-0.17pp YoY
EPS
₹2.84
PE 81.24
Intrinsic value · DCF: N/A — ML model predicts severe Δ FCF compression (h1=-48.3%, h2=-28.7%, h3=-40.0% of mktcap), driving projected FCF negative by year 3 despite healthy current FCF. Treating as forecast outlier rather than reporting a misleading ₹0 valuation. Use the Strategy Fit and ML sections instead.
◇ Sector Position
Tata Investment (PE 81.24, ROCE 2.0%) trades at a premium valuation compared to peers like ICICIAMC (PE 50.36, ROCE 102.05%) and Bajaj Holding (PE 18.27, ROCE 9.03%), despite trailing significantly in profitability metrics.
PEERPEROCE %
TATAINVEST81.242.0
+ 2 more peers — sign in to view
ML Forward Growth Predictions 🔒
53
SCORE / 100
Overall
6-axis composite of the sections below.
Performance
NEUTRAL
40
Valuation
STRETCHED
20
Growth
STRONG
77
Profitability
DECENT
65
Technicals
WEAK
45
Risk
LOW
70
Key Stats
TTM PE
81.24
P/B
1.1
52W HIGH
₹1184.7
OFF HIGH
-46.25%
DIV YIELD
0.5%
MKT CAP
₹32270 Cr
◉ Active Signals
MACDBearish-1.4733
RSI(14)Neutral40.59
⧉ Strategy Fit 🔒