The Invest.Trust

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

As of 19-Aug, The Investment Trust of India Ltd's stock price is declining, currently at 98.18, due to poor recent performance, diminishing investor participation, and weak long-term fundamentals, including a significant drop in returns and lack of mutual fund investment.

As of 19-Aug, The Investment Trust of India Ltd is experiencing a decline in its stock price, currently at 98.18, reflecting a change of -0.91 (-0.92%). This downward movement can be attributed to several factors highlighted in the provided data. <BR><BR>Firstly, the stock has underperformed its sector by -0.56% today, indicating a lack of investor confidence. Additionally, the stock's performance over various periods shows concerning trends; it has generated a return of -36.21% over the past year, significantly underperforming the benchmark Sensex, which only declined by -3.61% during the same timeframe. <BR><BR>Moreover, the stock's liquidity appears to be diminishing, with a delivery volume of 4.12 k on 18 August, which has fallen by -37.66% against the 5-day average delivery volume. This decline in investor participation suggests that fewer investors are willing to buy into the stock, further contributing to its price drop.<BR><BR>While there are some positive indicators, such as a low debt-equity ratio of 0.08 times and a relatively attractive valuation with a price to book value of 0.7, these factors are overshadowed by the company's weak long-term fundamentals. The average return on equity (ROE) is low at 2.98%, and net sales have decreased at an annual rate of -3.82%. Furthermore, domestic mutual funds hold no stake in the company, which may indicate a lack of confidence in its future performance.<BR><BR>In summary, the combination of poor recent performance, declining investor participation, and weak long-term fundamentals are the primary reasons for the falling stock price of The Investment Trust of India Ltd.

Which are the latest news on The Invest.Trust?

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

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

The management team of The Invest.Trust 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.

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>If you need more details about any specific member or their roles, feel free to ask!

What does The Invest.Trust do?

The Investment Trust of India Ltd is a Non Banking Financial Company (NBFC) focused on the Micro Cap market, reporting net sales of 59 Cr and a net profit of 12 Cr for June 2026. It has a market cap of INR 510 Cr and key metrics include a P/E of 17.00 and a debt-equity ratio of 0.08.

Overview: <BR>The Investment Trust of India Ltd operates as a Non Banking Financial Company (NBFC) within the Micro Cap market segment.<BR><BR>History: <BR>The company was incorporated in 1991 and transitioned from a Private Limited Company to a Public Limited Company in 1994. It was renamed from Fortune Financial Services (India) Limited to The Investment Trust of India Limited in June 2018. The most recent quarterly results reported net sales and net profit for June 2026.<BR><BR>Financial Snapshot: <BR>Net Sales: 59 Cr (Quarterly Results - Jun 2026) <BR>Net Profit: 12 Cr (Quarterly Results - Jun 2026) <BR>Market Cap: INR 510 Cr (Micro Cap)<BR><BR>Key Metrics: <BR>P/E: 17.00 <BR>Industry P/E: 21 <BR>Dividend Yield: 0.00% <BR>Debt Equity: 0.08 <BR>Return on Equity: 3.98% <BR>Price to Book: 0.69 <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 peers of the The Invest.Trust?

The Invest.Trust's peers include Oswal Green Tech, Kiran Vyapar, Stellant Secu., Mangal Credit, CSL Finance, Aryaman Capital, Unifinz Capital, Purple Finance, and NDL Ventures. It has below average management risk and growth, with a 1-year return of -40.99%, outperforming Oswal Green Tech but underperforming Stellant Secu.

Peers: The Invest.Trust has the following peers: Oswal Green Tech, Kiran Vyapar, Stellant Secu., Mangal Credit, CSL Finance, Aryaman Capital, Unifinz Capital, Purple Finance, NDL Ventures.<BR><BR>Quality Snapshot: Excellent management risk is observed at CSL Finance, Mangal Credit, Stellant Secu., and the rest. Average management risk is found at Aryaman Capital, Unifinz Capital, and Kiran Vyapar, while Below Average management risk is noted at Oswal Green Tech, Purple Finance, The Invest.Trust, NDL Ventures, and Muthoot Cap.Serv. Growth is Excellent for Stellant Secu., Mangal Credit, CSL Finance, and Unifinz Capital, while Average growth is seen at Aryaman Capital and The Invest.Trust, and Below Average growth is noted at Oswal Green Tech, Kiran Vyapar, NDL Ventures, and the rest. Excellent capital structure is present in Oswal Green Tech, Kiran Vyapar, Stellant Secu., Mangal Credit, The Invest.Trust, CSL Finance, Aryaman Capital, Unifinz Capital, and Purple Finance, while Below Average capital structure is observed at NDL Ventures.<BR><BR>Return Snapshot: The peer with the highest 1-year return is Stellant Secu. at 827.05%, while the lowest is Oswal Green Tech at -48.72%. The Invest.Trust's 1-year return of -40.99% is better than Oswal Green Tech but worse than Stellant Secu. Additionally, CSL Finance, Unifinz Capital, and NDL Ventures have negative six-month returns.

How big is The Invest.Trust?

As of 14th August, The Investment Trust of India Ltd has a market capitalization of 522.94 Cr and reported net sales of 273.80 Cr and net profit of 33.32 Cr over the latest four quarters. Shareholder's funds are valued at 705.18 Cr, with total assets of 1,507.35 Cr as of March 2025.

As of 14th August, <BR><BR>Market Cap: The Investment Trust of India Ltd has a market capitalization of 522.94 Cr, classified as a Micro Cap.<BR><BR>Recent Quarterly Performance: The sum of Net Sales for the latest 4 quarters is 273.80 Cr, while the sum of Net Profit for the same period is 33.32 Cr.<BR><BR>Balance Sheet Snapshot: The reporting period for the latest annual data is March 2025. Shareholder's Funds are valued at 705.18 Cr, and Total Assets amount to 1,507.35 Cr.

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 August 2026.

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

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.

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.

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.

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.

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.