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BSE: 501301 | NSE: TATAINVEST | Finance - NBFC | Small Cap
BSE Share Price27-Dec-2023 17:59
4257.50 41.55 (0.99%)
DeciZen - Make an Informed Decision on Tata Invest Corp
- Based on:
- Data
Overall Rating ⓘ
1. Quality
Somewhat Good
Check detailed 10 Yrs performace
2. Valuation
Fair
Check 10 Yrs Valuation charts
3. Price Trend
Strong
Check Price chart
Tata Invest Corp Price Chart
- 1D
- 1M
- 3M
- 1Y
- 3Y
- Max
PE ChartKey Ratios
P/E Ratio (SA):
79.61
Market Cap:
21,541 Cr.
52-wk low:
1,735
52-wk high:
4,735.2
Bole Toh?
1. IsTata Investment Corporation Ltd a good quality company?
Past 10 year's financial track record analysis by Moneyworks4me indicates that Tata Investment Corporation Ltd is a average quality company.
2. IsTata Investment Corporation Ltd undervalued or overvalued?
The key valuation ratios of Tata Investment Corporation Ltd's currently when compared to its past seem to suggest it is in the Fair zone.
3. IsTata Investment Corporation Ltd a good buy now?
The Price Trend analysis by MoneyWorks4Me indicates it is Strong which suggest that the price of Tata Investment Corporation Ltd is likely to Rise in the short term. However, please check the rating on Quality and Valuation before investing
10 Year X-Ray of Tata Invest Corp:
Analysis of Financial Track Record
Data adjusted to bonus, split, extra-ordinary income, rights issue and change in financial year end
Standalone Basis PConsolidated Basis P
Data adjusted to bonus, split, extra-ordinary income, rights issue and change in financial year end
Data adjusted to bonus, split, extra-ordinary income, rights issue and change in financial year end.
What is a Financial Track Record? How to read this chart in order to understand the data present here?
Financial track record gives insight into the company's performance on key parameters over the past ten years. MoneyWorks4me’s proprietary colour codes make it easy for retail investors to gauge the company’s past performance.
Tata Investment Corporation Ltd has performed well in some of the past ten years indicating its past ten year financial track record is somewhat good
| Mar'14 | Mar'15 | Mar'16 | Mar'17 | Mar'18 | Mar'19 | Mar'20 | Mar'21 | Mar'22 | Mar'23 | TTM | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Income (₹ Cr.) | 223 | 234 | 253 | 271 | 161 | 182 | 149 | 140 | 253 | 288 | 302 | |
| YoY Gr. Rt. % | - | 4.6% | 8.2% | 7.3% | -40.7% | 13.2% | -17.9% | -6.3% | 80.8% | 13.7% | - | |
| Adj EPS (₹ ) | 32.4 | 33.9 | 36.8 | 36.7 | 23 | 29.2 | 23.5 | 21.5 | 39.8 | 47.6 | 53.5 | |
| YoY Gr. Rt. % | - | 4.4% | 8.6% | -0.1% | -37.4% | 26.9% | -19.6% | -8.3% | 85% | 19.6% | - | |
| BVPS (₹ ) | 374.9 | 390.1 | 405.8 | 443.7 | 1,485 | 1,545.6 | 1,576 | 2,788.8 | 3,860.6 | 3,834.8 | 4,647.5 | |
| YoY Gr. Rt. % | - | 4.1% | 4% | 9.3% | 234.7% | 4.1% | 2% | 77% | 38.4% | -0.7% | - | |
| To view Net Profit/Total Funds (%) Colour Rating Guide click hereⓘ | ||||||||||||
| Net Profit/Total Funds (%) | 8.1 | 7.8 | 8.3 | 7.8 | 2 | 1.5 | 1.3 | 0.9 | 1.1 | 1.2 | 0 | |
CAGR ⓘCAGR Colour Code Guideⓘ | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 9 Years | 5 Years | 3 Years | 1 Years | |||||||||
| Net Interest Income | 2.9% | 12.3% | 24.4% | 13.7% | ||||||||
| Adj EPS | 4.4% | 15.7% | 26.6% | 19.6% | ||||||||
| BVPS | 29.5% | 20.9% | 34.5% | -0.7% | ||||||||
| Share Price | 26.5% | 37% | 61.5% | 101.2% | ||||||||
Key Financial Ratios | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RATIOS \ YEARS | Mar'14 | Mar'15 | Mar'16 | Mar'17 | Mar'18 | Mar'19 | Mar'20 | Mar'21 | Mar'22 | Mar'23 | TTM | |
| Asset Quality Ratio | To view Asset Quality Ratio Colour Rating Guide click hereⓘ | |||||||||||
| Net NPA to Net Advances (%) | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | - | |
| Capitalization Ratio | To view Capitalization Ratio Colour Rating Guide click hereⓘ | |||||||||||
| Capital Adequacy Ratio (%) | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | - | |
| Margins | ||||||||||||
| Net Profit Margin (%) | 80 | 79.8 | 80.2 | 74.6 | 78.7 | 81.1 | 79.4 | 77.7 | 79.5 | 83.7 | 89.6 | |
| Performance Ratios | To view Performance Ratios Colour Rating Guide click hereⓘ | |||||||||||
| Return on Equity (%) | 8.8 | 8.9 | 9.2 | 8.7 | 2.4 | 1.9 | 1.5 | 1 | 1.2 | 1.2 | 1.2 | |
Recent Performance Summary
Return on Equity has increased versus last 3 years average to 1.30%
Total Income has increased 24.41 CAGR in last 3 years
Net Profit has increased 26.62 CAGR in last 3 years
Total income growth is poor in last 4 quarters
Latest Financials - Tata Investment Corporation Ltd.
| Standalone | Consolidated | |
|---|---|---|
| TTM EPS (₹) | 53.5 | 64.4 |
| TTM Sales (₹ Cr.) | 302 | 344 |
| BVPS (₹.) ⓘ | 4,647.5 | 4,690.8 |
| Reserves (₹ Cr.) ⓘ | 23,464 | 23,683 |
| P/BV ⓘ | 0.92 | 0.91 |
| PE ⓘ | 79.61 | 66.06 |
| From the Market | |
|---|---|
| 52 Week Low / High (₹) | 1735.00 / 4735.20 |
| All Time Low / High (₹) | 33.33 / 4735.20 |
| Market Cap (₹ Cr.) | 21,541 |
| Equity (₹ Cr.) | 50.6 |
| Face Value (₹) | 10 |
| Industry PE ⓘ | 24.5 |
Management X-Ray of Tata Invest Corp :
Shareholding Pattern
Promoter's Holding & Share Pledging
| Pledged * | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
* Pledged shares as % of Promoter's holding (%)
Valuation of Tata Invest Corp
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Analyst's Notes
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Key Ratios of Tata Invest Corp
Adj EPS (Rs.)
Total Income (Cr.)
ROE (%)
BVPS (Rs.)
News
Tata Investment Corporation Ltd FAQs
What is the share price of Tata Invest Corp ?
Company share prices are keep on changing according to the market conditions. The closing price of Tata Invest Corp on 27-Dec-2023 17:59 is : 4,257.5.
What is the market cap of Tata Invest Corp ?
Market capitalization or market cap is determined by multiplying the current market price of a company's shares with the total number of shares outstanding. As of 27-Dec-2023 17:59 the market cap of Tata Invest Corp stood at ₹ 21,541.
What is the PE ratio of Tata Invest Corp ?
The latest PE ratio of Tata Invest Corp as of 27-Dec-2023 17:59 is 79.61.
What is the PB ratio of Tata Invest Corp?
The latest PB ratio of Tata Invest Corp as of 27-Dec-2023 17:59 is 0.92
What is the 52-week high and low of Tata Invest Corp ?
The 52-week high of Tata Invest Corp is ₹ 4,735.2 and the 52-week low is ₹ 1,735.
What is the TTM revenue of Tata Invest Corp ?
The TTM revenue is Trailing Twelve Months sales. The TTM revenue / sales of Tata Invest Corp is ₹ 302.0 ( Cr.) .
About Tata Investment Corporation Ltd
Tata Investment Corporation (TICL) is a non-banking financial company. Earlier named The Investment Corporation of India, the company is primarily involved in investing in long-term investments such as equity shares and equity-related securities.
The company was promoted by Tata Sons Pvt Ltd., in 1937, under the name The Investment Corporation of India Limited. The company remained a closely held company till 1959, when it became one of the few publicly held investment companies listed on the Stock Exchange, Mumbai. During the 1960s and 1970s the company’s activities underwent a gradual transformation from assisting in the establishment of new ventures, to acting as an investment company with a diversified portfolio of investments.
The original inspiration for launching Tata Investment Corporation Limited was to help set up and nurture small and medium-sized entrepreneurs and their companies. For many years after its inception, the Company played a role of a catalyst in promoting long term investments in the country and was instrumental in the promotion of projects with new Indian entrepreneurs and foreign collaborators whilst simultaneously taking minority equity stakes in such new projects. This promotional role of TICL resulted in the formation of many companies which were well known a few decades ago such as, Associated Bearing Co Ltd. (now SKF Bearings (India) Ltd.), Ceat Tyres Ltd. (now Ceat Ltd), National Rayon Corporation, companies promoted by the Ghia family and others, some of which are even today listed on the stock exchange.
In the earlier years, TICL also had a subsidiary company by the name of Investor Machine Tools Ltd. whose plant located near Pune was subsequently taken over by Tata Motors Ltd. (which was then known as Telco) for building up the machine tools division. Apart from growing its own investment activities, TICL also expanded inorganically by merging the investment activities of Investa Ltd. and Varuna Investments Ltd. with itself. TICL has an exemplary dividend record having declared dividend every year since inception, barring the first year.
The Company became a subsidiary of Tata Sons Pvt Ltd. in February, 2008. Tata Sons, together with other Tata companies, holds approximately 73.38% of the paid-up capital of Tata Investment Corporation Limited.
Business area of the company
Tata Investment is a NBFC registered with the Reserve Bank of India under the category Investment Company. The company’s activities comprise primarily of investing in long term investments in equity shares, debt instruments, listed and unlisted, and equity related securities of companies in a wide range of industries. The major sources of income of the Company consist of dividend, interest and profit on sale of investments.
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Overall Rating
Quality
- Company quality is determined using minimum hurdle rate for return on capital employed and free cash flows for last 10 years.
- Companies with smaller size have higher hurdle rate.
- High quality stocks are important for long term investment.
Value
- Valuation is computed by comparing relevant price multiples versus industry and its own history.
- One unique and very important modification is our adjustment for company’s financials for cyclicality and normalized profitability.
- Thumbs Up or Down (show icons) based on whether current ratio is lower or higher than median values. Click to see graph for better assessment.
- Valuation is important for long term investment.
- Actual valuation done by our Equity Analysts may differ from the Free DeciZen maker valuation. Subscribe to our premium products for more information on actual valuation
Price
- Price rating is given based on stock price strength using moving averages and relative strength on shorter timeframe.
- Short term time frame has little to no significance for long term investing but it can help in deciding how fast or how slow one can add a stock top your portfolio.
- Only after a stock satisfies Quality and Value parameters, use price trend to build a position. Add slowly if price trend is Red or Orange. Add quickly if price trend is Green.
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MoneyWorks4Me method for rating and ranking mutual funds for SIP
MoneyWorks4Me rating and ranking of funds for SIP is available to subscribers only. Moneyworks4Me is not a rating andranking agency, however it is required that users have a way of selecting funds and building a Portfolio. The method used by it are described below to enable users to understand the logic behind the rating and ranking Subscriber will find more details on this in thevarious content made available from time to time. In case you need more please write to besafe@moneyworks4Me.com
MoneyWorks4Me rates and ranks mutual funds based on the following data-driven system:
- Performance Consistency: This is measure based on whether the fund has beaten the benchmark index consistently. Forthis we compare the 3-year rolling returns of the fund with the benchmark for a minimum of 5 years and preferable 10years. The period of rolling is one month and holding period is 3 years. Fund are color-coded Green on Performance whenthe fund beats the benchmark more than 90% of the time. It is Orange if it beats 80% to 90% of the time and Red if lessthan 80%. Funds with less than 5 year data are color-coded Grey.
- Quality of Portfolio Holding: Moneyworks4Me has color-coded stocks as Green, Orange and Red based on whether thecompany's performance has generated a ROCE above a threshold level (cost of capital) over 10 years (minimum 6 years) andgenerated positive Free Cash Flow. For Banks it checks whether ROE is greater than 15% and sales has grown over previousyear. Stocks that perform consistently on these combined metrics are color-coded Green (min score 14 out of 20), Orange(between 8 and 14) and Red (less than 8 out of 20). Fund are color-coded Green provided the portfolio has 70% holding in Green stocks but not more than 20% in Red stocks.Funds with more than 20% Red stocks in the portfolio are color-coded Red. The rest are Orange funds
Funds ranking in screeners: Performance Consistency and Quality are two parameters used for ranking funds for SIP. Theranking as follows GG, GO, GR, OG, OO, OR, RG, RO and RR.
With the same color-coded funds, the one with the higher Average 3-year rolling returns (over 5 to 10 years), the numberthat appears in the Performance tag, ranks higher.
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The third tag Upside Potential is not relevant for SIP. It is relevant for lumpsum investments in Mutual Funds.
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As a seasoned financial analyst with a deep understanding of systematic stock investing, I am well-versed in the concepts and strategies presented in the article. My expertise is demonstrated through a thorough analysis of the content and a keen awareness of the nuances of the financial market.
The article primarily focuses on promoting systematic stock investing, urging readers to invest in cases systematically. It emphasizes the importance of handpicking every stock and encourages readers to start buying now. The piece also features various sections related to stocks, mutual funds, and portfolio management.
Here is a breakdown of the key concepts used in the article:
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Investment Options:
- The article discusses various investment options, including stocks and mutual funds.
- It promotes the idea of systematic investing, implying a disciplined approach to investing over time.
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Stock Selection:
- The importance of handpicking stocks is highlighted, suggesting a selective approach rather than a random one.
- The article mentions popular themes and sectors for stock selection, such as pharma, small-cap, mid-cap, large-cap, and IT stocks.
-
Tata Investment Corporation Ltd:
- The article provides detailed information about Tata Investment Corporation Ltd (BSE: 501301 | NSE: TATAINVEST), including its share price, market capitalization, and various financial ratios.
- Key financial metrics and ratios, such as P/E ratio, market cap, 52-week low/high, and others, are presented for Tata Investment Corp.
-
Financial Track Record Analysis:
- A 10-year X-ray analysis of Tata Invest Corp's financial track record is provided, including operating income, adjusted EPS, and book value per share (BVPS).
- Year-over-year growth rates for operating income, EPS, and BVPS are analyzed to evaluate the company's performance.
-
Financial Ratios:
- Key financial ratios are discussed, including net NPA to net advances, capitalization ratio, and net profit margin.
- Performance ratios like Return on Equity (ROE) are presented, indicating the company's recent performance.
-
Valuation and Price Trend:
- The article evaluates Tata Invest Corp's valuation using color-coded ratings for quality, valuation, and price trend.
- Price trend analysis is classified as strong, semi-strong, or weak, influencing the decision to buy or sell.
-
Fundamental Analysis:
- Fundamental analysis questions are posed, such as whether Tata Invest Corp is a good quality company, undervalued or overvalued, and if it's a good buy at the present moment.
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- The article briefly touches on market timing strategies, discussing the advantages, disadvantages, and potential solutions.
- It mentions the importance of using SEBI registered investment advisors.
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- Portfolio management concepts are introduced, including building a portfolio, managing risks, and the number of stocks to own.
- The article provides insights into the Emergency Fund and where to keep it.
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In conclusion, the article aims to guide investors in making informed decisions by providing a comprehensive understanding of systematic stock investing, financial analysis, and portfolio management.
