The Invest.Trust

how big is The Invest.Trust?

As of Jun 06, The Investment Trust of India Ltd has a market capitalization of 814.46 Cr, classifying it as a Micro Cap company, with recent net sales of 352.98 Cr and net profit of 42.53 Cr. The shareholder's funds are 661.42 Cr, and total assets amount to 1,268.84 Cr.

Market Cap: As of Jun 06, The Investment Trust of India Ltd has a market capitalization of 814.46 Cr, which classifies it as a Micro Cap company.<BR><BR>Recent Quarterly Performance: For the latest four quarters, the sum of Net Sales is 352.98 Cr and the sum of Net Profit is 42.53 Cr. This data is presented on a Consolidated basis.<BR><BR>Balance Sheet Snapshot: This is also on a Consolidated basis for the latest annual period ending Mar'24. The Shareholder's Funds are reported at 661.42 Cr, and the Total Assets amount to 1,268.84 Cr.

What is the bonus history of the The Invest.Trust?

The Invest.Trust's most recent bonus issue was a 1:1 ratio announced on March 21, 2006, with a record date of March 22, 2006, allowing shareholders to receive one additional share for each share owned.

The Invest.Trust has a notable bonus history, with its latest bonus issue being a 1:1 ratio announced on March 21, 2006. The record date for this bonus was March 22, 2006. This means that shareholders received one additional share for every share they owned as of the record date. If you have any more questions about the company or its financial activities, feel free to ask!

Has The Invest.Trust declared dividend?

The Investment Trust of India Ltd has declared a 5% dividend, amounting to 0.5 per share, but the dividend yield is 0%. Total returns have varied, with positive returns over longer periods despite the lack of dividend contribution.

The Investment Trust of India Ltd has declared a 5% dividend.<BR><BR>Dividend Details:<BR>- Percentage announced: 5%<BR>- Amount per share: 0.5<BR>- Ex-date: 16 Aug 12<BR><BR>Dividend Yield: 0%<BR><BR>Total Returns by Period:<BR>In the 6-month period, the price return was -25.47%, with a dividend return of 0%, resulting in a total return of -25.47%.<BR><BR>For the 1-year period, the price return was 10.68%, with a dividend return of 0%, leading to a total return of 10.68%.<BR><BR>Over 2 years, the price return was 79.54%, the dividend return was 0%, resulting in a total return of 79.54%.<BR><BR>In the 3-year period, the price return was 58.96%, with a dividend return of 0%, culminating in a total return of 58.96%.<BR><BR>For the 4-year period, the price return was 45.75%, the dividend return was 0%, leading to a total return of 45.75%.<BR><BR>In the 5-year period, the price return was 41.61%, with a dividend return of 0%, resulting in a total return of 41.61%.<BR><BR>Overall, while The Investment Trust of India Ltd has declared a dividend, the dividend yield remains at 0%, indicating that the dividends have not contributed to returns in recent periods. The total returns show variability, with positive returns over longer periods despite the absence of dividends.

Who are the peers of the The Invest.Trust?

The Invest.Trust's peers include Bajaj Finance, Jio Financial, Cholaman.Inv.&Fn, Shriram Finance, Muthoot Finance, CSL Finance, A.K.Capital Serv, Yogi Ltd, Manba Finance, and Kiran Vyapar. The Invest.Trust has below average management and growth risks, with a 1-year return of 8.89%, higher than Jio Financial's -20.23% but lower than Yogi Ltd's 243.14%.

Peers: The Invest.Trust has the following peers: Bajaj Finance, Jio Financial, Cholaman.Inv.&Fn, Shriram Finance, Muthoot Finance, CSL Finance, A.K.Capital Serv, Yogi Ltd, Manba Finance, and Kiran Vyapar.<BR><BR>Quality Snapshot: Excellent management risk is observed at Bajaj Finance, Cholaman.Inv.&Fn, Muthoot Finance, and Yogi Ltd, while Average management risk is found at Jio Financial, CSL Finance, and Manba Finance. Good management risk is noted at Shriram Finance, while Below Average management risk is present at The Invest.Trust and A.K.Capital Serv. Growth is Excellent at Jio Financial and Yogi Ltd, Good at Bajaj Finance, Cholaman.Inv.&Fn, Shriram Finance, CSL Finance, and Manba Finance, while Average growth is seen at Muthoot Finance, and Below Average growth is noted at The Invest.Trust and A.K.Capital Serv. Capital Structure is Excellent at Bajaj Finance, Jio Financial, Shriram Finance, Muthoot Finance, The Invest.Trust, CSL Finance, and Yogi Ltd, while Good is observed at Cholaman.Inv.&Fn, and Below Average at none.<BR><BR>Return Snapshot: Yogi Ltd has the highest 1-year return at 243.14%, while Jio Financial has the lowest at -20.23%. The Invest.Trust's 1-year return is 8.89%, which is higher than Jio Financial's but lower than Yogi Ltd's. Additionally, Jio Financial, A.K.Capital Serv, and Manba Finance have negative six-month returns.

Who are in the management team of The Invest.Trust?

As of March 2022, The Invest.Trust's management team includes Chairman Chintan Valia, Directors Khyati Valia and Asit C Mehta, Independent Directors Pankaj Bhuta, Alok Kumar Misra, and Papia Sengupta, Additional Director Rajeev Uberoi, and Company Secretary Vidhita Narkar. Each member contributes to the company's governance and oversight.

As of March 2022, the management team of The Invest.Trust includes the following individuals:<BR><BR>1. Chintan Valia - Chairman (Non-Executive)<BR>2. Pankaj Bhuta - Independent Director<BR>3. Khyati Valia - Director<BR>4. Alok Kumar Misra - Independent Director<BR>5. Papia Sengupta - Independent Director<BR>6. Asit C Mehta - Director<BR>7. Rajeev Uberoi - Additional Director<BR>8. Vidhita Narkar - Company Secretary & Compliance Officer<BR><BR>Each member plays a distinct role in the governance and oversight of the company.

What does The Invest.Trust do?

The Investment Trust of India Ltd provides financial advisory and consultancy services as a Micro Cap NBFC. As of March 2025, it reported net sales of 940 Cr and a net profit of 58 Cr, with a market cap of INR 804 Cr.

Overview: <BR>The Investment Trust of India Ltd is engaged in financial advisory and consultancy services and operates within the Non Banking Financial Company (NBFC) sector, classified as a Micro Cap.<BR><BR>History: <BR>The company was incorporated on June 14, 1991, initially as a Private Limited Company and later converted into a Public Limited Company on October 20, 1994. The latest quarterly results reported net sales and net profit for the period ending March 2025.<BR><BR>Financial Snapshot: <BR>Net Sales: 940 Cr (Quarterly Results - Mar 2025) <BR>Net Profit: 58 Cr (Quarterly Results - Mar 2025) <BR>Market Cap: INR 804 Cr (Micro Cap)<BR><BR>Key Metrics: <BR>P/E: 19.00 <BR>Industry P/E: 23 <BR>Dividend Yield: 0.00% <BR>Debt Equity: 0.54 <BR>Return on Equity: 6.03% <BR>Price to Book: 1.13 <BR><BR>Contact Details: <BR>Address: Naman Midtown A Wing 20th Flr, S B Marg Elphinstone Road Mumbai Maharashtra : 400013 <BR>Tel: 91-22-40273600 <BR>Email: admin@ffsil.com/cosecretary@ffsil.c <BR>Website: http://www.itiorg.com

Who are the top shareholders of the The Invest.Trust?

The top shareholders of The Invest.Trust are Neostar Developers LLP with 45.45%, a Foreign Institutional Investor and Elm Park Fund Limited each holding 6.55%, and individual investors with a collective 13.26%. There are no pledged promoter holdings, and mutual funds do not hold any shares.

The top shareholders of The Invest.Trust include Neostar Developers LLP, which holds the largest stake at 45.45%. Additionally, there is one Foreign Institutional Investor (FII) that holds 6.55% of the shares. The highest public shareholder is Elm Park Fund Limited, also with a 6.55% stake. Individual investors collectively hold 13.26% of the company. There are no pledged promoter holdings, and mutual funds do not currently hold any shares in the company.

How has been the historical performance of The Invest.Trust?

The Invest.Trust has experienced fluctuating performance, with net sales declining from 629.17 Cr in March 2019 to 352.97 Cr in March 2025, but showing recovery in profitability, with profit before tax rising from -6.08 Cr in March 2020 to 56.17 Cr in March 2025 and positive cash flow of 125.00 Cr in March 2025. Total assets increased from 1,149.18 Cr in March 2020 to 1,507.35 Cr in March 2025, indicating growth in shareholder's funds.

Answer:<BR>The historical performance of The Invest.Trust shows a fluctuating trend in key financial metrics over the years leading up to March 2025.<BR><BR>Breakdown:<BR>The Invest.Trust's net sales have seen a decline from 629.17 Cr in March 2019 to 352.97 Cr in March 2025, with a notable dip in March 2020. Total operating income followed a similar pattern, decreasing from 629.17 Cr in March 2019 to 352.97 Cr in March 2025. The total expenditure, excluding depreciation, decreased from 501.61 Cr in March 2019 to 260.70 Cr in March 2025, indicating improved cost management. Operating profit (PBDIT) has shown a recovery, rising from a low of 20.78 Cr in March 2023 to 104.29 Cr in March 2025. Profit before tax also improved significantly from -6.08 Cr in March 2020 to 56.17 Cr in March 2025, while profit after tax rose from -10.63 Cr in March 2020 to 35.48 Cr in March 2025. The consolidated net profit increased from 1.58 Cr in March 2022 to 42.53 Cr in March 2025. The company's cash flow from operating activities turned positive, reaching 125.00 Cr in March 2025 after experiencing negative cash flows in previous years. Total assets increased from 1,149.18 Cr in March 2020 to 1,507.35 Cr in March 2025, reflecting growth in shareholder's funds and reserves. Overall, The Invest.Trust has shown signs of recovery and growth in profitability and asset management in recent years.

Is The Invest.Trust technically bullish or bearish?

As of December 2, 2025, the market trend is mildly bearish, supported by bearish MACD and KST indicators, bearish moving averages, and mildly bearish Bollinger Bands, despite some bullish momentum in the RSI, indicating overall cautious sentiment.

As of 2 December 2025, the technical trend has changed from bearish to mildly bearish. The current stance is mildly bearish with key indicators supporting this view. The MACD is bearish on the weekly and mildly bearish on the monthly, while the KST also reflects a bearish stance on the weekly and mildly bearish on the monthly. Moving averages are bearish on the daily timeframe. Although the RSI shows bullish momentum on both weekly and monthly timeframes, the overall sentiment remains cautious due to the prevailing bearish indicators. The Bollinger Bands are mildly bearish, reinforcing the lack of strong bullish momentum. The Dow Theory indicates no trend on both weekly and monthly levels, suggesting indecision in the market. Overall, the strength of the bearish sentiment is moderate, influenced by the mixed signals from the indicators.

Is The Invest.Trust overvalued or undervalued?

As of December 3, 2025, The Invest.Trust is considered overvalued with a PE Ratio of 29.10 and a year-to-date return of -37.75%, significantly underperforming compared to the Sensex's 8.92% gain.

As of 3 December 2025, The Invest.Trust has moved from a fair valuation to an expensive rating. The company is currently overvalued based on its financial metrics. Key ratios include a PE Ratio of 29.10, an EV to EBIT of 11.89, and a Price to Book Value of 0.88. <BR><BR>In comparison to peers, Bajaj Finance is rated as very expensive with a PE of 34.68, while Life Insurance stands out as very attractive with a PE of 10.75. The Invest.Trust's performance has lagged significantly, with a year-to-date return of -37.75% compared to the Sensex's positive return of 8.92%. This further reinforces the conclusion that The Invest.Trust is currently overvalued.

Should I buy, sell or hold The Investment Trust of India Ltd?

When is the next results date for The Investment Trust of India Ltd?

The next results date for The Investment Trust of India Ltd is 13 May 2026.

The next results date for The Investment Trust of India Ltd is scheduled for 13 May 2026.

Are The Investment Trust of India Ltd latest results good or bad?

The latest results for The Investment Trust of India Ltd are concerning, with a 48.27% decline in net profit and a 35.42% drop in revenue compared to the previous quarter, indicating significant operational challenges and volatility. Overall, these results are considered bad, highlighting the need for the company to address its fundamental issues.

The latest results for The Investment Trust of India Ltd are concerning. In the fourth quarter of FY26, the company reported a consolidated net profit of ₹6.14 crores, which represents a significant decline of 48.27% compared to the previous quarter. Revenue also fell sharply to ₹53.12 crores, down 35.42% quarter-on-quarter and 43.48% year-on-year, marking the lowest quarterly revenue in over two years.<BR><BR>Moreover, the operating margin dropped to 7.85%, the lowest in eight quarters, indicating serious operational challenges. The return on equity is also troubling at just 3.01%, which is below the industry average, raising questions about the company's ability to generate acceptable returns on shareholder capital.<BR><BR>Overall, these results reflect deepening operational issues and volatility in revenue generation, suggesting that the company's business model may be under significant stress in a competitive environment. Therefore, the latest results can be characterized as bad, highlighting the need for the company to address these fundamental challenges.

Why is The Investment Trust of India Ltd falling/rising?

As of 23-May, The Investment Trust of India Ltd's stock price is at 99.35, down 0.65%. The stock has significantly underperformed its sector and the market, with declines of 5.38% over the past month and 32.53% over the past year, alongside a notable drop in investor participation.

As of 23-May, The Investment Trust of India Ltd's stock price is currently at 99.35, reflecting a decrease of 0.65, or 0.65%. The stock has underperformed its sector by 1.43% today, indicating weaker performance relative to its peers. <BR><BR>In terms of recent performance, the stock has shown a decline of 5.38% over the past month and a significant drop of 16.86% year-to-date. Over the past year, the stock has decreased by 32.53%, while the benchmark index, Sensex, has only fallen by 6.84% in the same period. This stark contrast suggests that the stock is not only declining but is doing so at a rate much faster than the overall market.<BR><BR>Additionally, there has been a notable decrease in investor participation, with delivery volume dropping by 69.01% compared to the 5-day average. This decline in trading activity may indicate a lack of confidence among investors, contributing to the stock's downward trend. <BR><BR>While the stock is currently higher than its 5-day moving averages, it remains below the 20-day, 50-day, 100-day, and 200-day moving averages, which typically suggests a bearish outlook. Overall, the combination of underperformance against the sector, significant declines over various time frames, and falling investor participation are key factors contributing to the stock's current decline.

Which are the latest news on The Invest.Trust?