THANGAMAYL
OVERVALUEDThangamayil Jewellery Limited
Consumer Durables · NSE
↓ 118.7% vs fair value
52W Low
₹1,700
+120.1% from low
52W High
₹4,149
-9.8% from high
Valuation Gauge
Current Price
₹3,741
Fair Value
₹1,711
Fair Value Analysis
₹1,711
Based on balance sheet strength analysis and earnings growth potential for Consumer Durables sector companies | ROCE improving (latest 11.5%) — capital allocation becoming more efficient. | Growth capped at 23.7% (ROE 20.6%×1.15) — historical CAGR exceeds sustainable rate or COVID period unverifiable.
Balance Sheet Value
50% weight
Growth Valuation
50% weight
Price vs Market
Shareholding Pattern
Stock Health Score
Solid Fundamentals
Profitability
ROE of 20.6% is above the Consumer Durables sector benchmark of 18% — strong returns
Debt & Leverage
D/E ratio of 1.0x is manageable for Consumer Durables sector (norm: 0.8x)
Valuation vs Peers
P/E of 45.7x is in line with the Consumer Durables sector median of 51x — fairly valued
Cash Flow
Negative FCF of ₹-482 Cr — company is consuming more cash than it generates
Earnings Growth
5yr EPS CAGR of 45.5% is well above the Consumer Durables sector average of 16.9% — strong growth
Dividend
Dividend yield of 0.4% is symbolic — low but positive
Sentiment Trend — Last 30 Days
Historical Returns
Key Ratios & Growth
FCF Yield
-5.1%
Free cash flow / market cap
Revenue Growth (YoY)
+112.5%
Year-on-year revenue change
Profit Growth (YoY)
+118.8%
Year-on-year PAT change
Operating Cash Flow
₹-424 Cr
TTM cash from operations
Key Financials
EPS (TTM)
₹77.3
P/E Ratio
45.7x
P/B Ratio
9.4x
ROE
20.7%
ROCE
16.2%
Debt / Equity
0.96x
Beta
0.59
Div Yield
0.3%
FCF (Cr)
₹-482 Cr
Revenue (Cr)
₹4,911 Cr
EPS Growth 5Y
45.5%
Mkt Cap (Cr)
₹11,030 Cr
52W High
₹4,149
52W Low
₹1,700
Book Value/Share
₹374.7
Financial History
| Period | Revenue | Op Profit | OPM% | PAT | EPS |
|---|---|---|---|---|---|
| TTM | ₹7.1K Cr | ₹422 Cr | 6.0% | ₹240 Cr | ₹77.34 |
| 2025-03-31 | ₹4.9K Cr | ₹219 Cr | 4.0% | ₹119 Cr | ₹38.19 |
| 2024-03-31 | ₹3.8K Cr | ₹212 Cr | 6.0% | ₹123 Cr | ₹39.63 |
| 2023-03-31 | ₹3.2K Cr | ₹153 Cr | 5.0% | ₹80 Cr | ₹25.72 |
| 2022-03-31 | ₹2.2K Cr | ₹86 Cr | 4.0% | ₹39 Cr | ₹12.44 |
| 2021-03-31 | ₹1.8K Cr | ₹147 Cr | 8.0% | ₹87 Cr | ₹27.93 |
| 2020-03-31 | ₹1.7K Cr | ₹98 Cr | 6.0% | ₹46 Cr | ₹14.73 |
| 2019-03-31 | ₹1.4K Cr | ₹71 Cr | 5.0% | ₹30 Cr | ₹9.76 |
| 2018-03-31 | ₹1.4K Cr | ₹59 Cr | 4.0% | ₹23 Cr | ₹7.38 |
| 2017-03-31 | ₹1.3K Cr | ₹48 Cr | 4.0% | ₹14 Cr | ₹4.51 |
| 2016-03-31 | ₹1.3K Cr | ₹43 Cr | 3.0% | ₹11 Cr | ₹3.40 |
| 2015-03-31 | ₹1.4K Cr | ₹3 Cr | 0.0% | ₹-22 Cr | ₹-7.19 |
| 2014-03-31 | ₹1.2K Cr | ₹15 Cr | 1.0% | ₹-13 Cr | ₹-4.05 |
Compounded Growth Rates
Sales Growth
Profit Growth
EPS Growth
Peer Comparison
Consumer Durables| Stock | Price | Fair Value | MoS% | P/E | ROE | Signal |
|---|---|---|---|---|---|---|
Senco Gold Limited | ₹320.5 | ₹913.6 | +64.9% | 9.8 | 22.8% | FAIRLY_VALUED |
PC Jeweller Limited | ₹8.5 | ₹17.2 | +50.5% | 11.7 | 9.1% | FAIRLY_VALUED |
Bata India | ₹669 | ₹1,308.2 | +48.9% | 47.4 | 15.0% | FAIRLY_VALUED |
P N Gadgil Jewellers Limited | ₹578.5 | ₹864.8 | +33.1% | 19.5 | 22.4% | UNDERVALUED |
Whirlpool of India Limited | ₹820 | ₹1,106.8 | +25.9% | 31.1 | 8.2% | UNDERVALUED |
Bajaj Electricals | ₹353.5 | ₹382.9 | +7.7% | 113.8 | 6.6% | FAIRLY_VALUED |
Cera Sanitaryware Limited | ₹4,796 | ₹4,154 | -15.5% | 28.4 | 17.7% | FAIRLY_VALUED |
Vaibhav Global Limited | ₹191.6 | ₹160.5 | -19.4% | 15.2 | 14.5% | FAIRLY_VALUED |
Institutional Activity
Bulk deals, block deals, short selling & delivery volume — NSE data
Insider Trading
Community Pulse
Company Documents
Annual reports, concall transcripts & regulatory filings
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