Agarwal Toughene (AGARWALTUF)

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

Key Financials

Strengths

• P/E of 8.06 is inexpensive given profit growth of 170.04% and sales growth of 105.83%.
• Latest quarter shows strong operating momentum: sales of ₹46 Cr and net profit of ₹12 Cr, implying a near 26% net margin.
• ROCE of 24.38% suggests efficient use of capital employed.
• Piotroski F-Score of 7/9 indicates healthy fundamentals, and promoter holding of 64.16% aligns interests with minority shareholders.

Concerns

• Zero dividend yield means investors must rely entirely on reinvestment and future upside.
• Balance sheet data—book value, ROE, and debt/equity—is unavailable, leaving earnings quality and leverage unverified.
• Glass is an industrial, cyclical business; the 52-week range of ₹81.00 to ₹153.55 highlights volatility.
• Extraordinary growth rates of 105%+ and 170%+ are unlikely to be sustainable indefinitely.

AI Analysis

At ₹114.05, Agarwal Toughene catches my eye the way a cigar butt might have caught my teacher Ben's—only here the numbers look better than a bargain-basement leftover. The market cap is ₹173 Cr and the trailing P/E is just 8.06. That is cheap for any business, and especially cheap for one growing sales by 105.83% and profits by 170.04%. The latest quarter alone shows ₹46 Cr sales and ₹12 Cr net profit, a margin near 26%. A PEG of 0.06 tells me the share price is not paying for that growth. ROCE of 24.38% shows capital is being put to work profitably, while a Piotroski F-Score of 7/9 gives me confidence in the company's financial health. Promoters own 64.16%, so their money is riding with mine. But I must keep my hat on. Glass is an industrial, cyclical business. I do not yet see a durable moat, and the 52-week range—₹81 to ₹153.55—reminds me how quickly sentiment can change. No dividend means I am relying entirely on the story continuing to get better. And although the growth figures are spectacular, I have been around long enough to know that a 105% sales growth rate is not a straight line; it can slow as fast as it accelerated. What concerns me most is what I cannot see: no book value, no ROE, no debt-to-equity ratio. Until I know the balance sheet, I cannot judge whether this growth is being funded by prudent earnings or by leverage. The P/E of 8.06 is comforting only if earnings quality supports it. For now, this looks like a fast grower at a reasonable price—not a permanent holding, but worthy of a place on my watchlist. I would need balance-sheet clarity and a couple of years of consistent performance before making it a significant position.

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