Batliboi (522004)

Turnaround

Score breakdown: P/E: 0/3 · ROCE: 0/2 · Growth: 2/2 · Dividend: 0/1

Key Financials

Current Price₹120.95
Market Cap₹414.98 Cr
P/E Ratio35.68
ROCE8.27%
ROE-2.02%
Dividend Yield0.68%
Profit Growth705.88%
Debt/Equity
Sales Growth30.12%
52-Week Range₹66.41 — ₹157
SectorIndustrial Manufacturing
Book Value₹41.96

Strengths

Concerns

AI Analysis

Let me start with what I don't like. This is an industrial products company with a trailing P/E of 35.68 and a market cap of ₹415 Cr, yet the latest quarter showed a net loss of ₹2 Cr on sales of ₹124 Cr. ROE is negative at -2.02%. I cannot call that a high-quality business. The 705.88% profit growth and PEG of 0.10 look impressive at first glance, but such growth from a low base is meaningless when the most recent quarter is in loss. A Graham investor would ask: where is the margin of safety? At ₹120.95, the stock trades at 2.88 times book value of ₹41.96. That is not cheap for a company earning a negative return on equity. Now, there are some positives. Sales grew 30.12%, so there is traction in demand. ROCE is positive at 8.27%, and the Piotroski F-Score of 7 out of 9 suggests some fundamental improvements. The stock is also ₹36 below its 52-week high of ₹157, though not deeply discounted. But my rule is to avoid buying a business unless I understand its economics and see durable earnings power. Here, the latest quarter erodes confidence. The loss of ₹2 Cr on ₹124 Cr revenue is thin. Is this cyclical pressure or operational trouble? I don't have promoter holding or debt data. Without those, I am flying blind. A dividend yield of 0.68% offers little comfort. I would place this in the turnaround camp, not a growth stalwart. It may become attractive if it can show consistent quarterly profits, positive ROE, and a clearer moat. Until then, I watch and wait. Price without quality is risk, not opportunity.

Data from BSE/NSE filings. AI analysis is for educational purposes only — not investment advice. Scoring methodology · Disclaimer