Thacker & Company Ltd.
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ABOUT
AI Sector View
AI GENERATEDOil Gas & Consumable Fuels
Sector economics are clouded by input volatility and uneven volume trends. WPI fuel inflation is very high at 20.05% (Jul/26), crude oil output is -5.3% YoY (2026-07), natural gas is -3.7% YoY (2026-07), and natural gas consumption is -3.0% YoY (2026-06), although refinery products grew 2.7% YoY (2026-07) and coal was 7.6% YoY (2026-07). Heavy FPI outflows of INR -15293 crore over 3 months to 2026-08-31 and negative oil-linked news flow reinforce the underweight.
PROS
- Company has delivered good profit growth of 21.7% CAGR over last 5 years
- Company is almost debt free
- Promoters have been increasing their shareholding - up 4.6pp over 2 years
- Company generates healthy free cash flow
CONS
- Operating cash flow has been negative in recent years
- A large part of profit comes from other income (86.5% of PBT)
- Recent results are weak - TTM profit is down 61.0% versus prior year
- Poor cash conversion - profits are not backed by operating cash flow (CFO/PAT -0.64x)
- Company has a low return on equity of 9.3% over last 3 years
* The pros and cons are machine generated based on quantitative rules.
Peer comparison
| Name | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| ADANIENT | 3057.10 | 55.59 | 413846.54 | 0.04 | -1461.54 | -249.67 | 32923.98 | 49.92 | 13.30 | 15.57 |
| AEGISLOG | 1353.10 | 37.96 | 47493.81 | 0.64 | 544.84 | 210.70 | 2356.86 | 37.07 | 19.76 | 30.28 |
| CPPLUS | 3830.15 | 94.94 | 45310.84 | 0.04 | 142.20 | 332.51 | 1402.42 | 89.51 | 29.48 | 14.52 |
| PREMIERENE | 974.55 | 26.57 | 44239.84 | 0.10 | 471.92 | 53.32 | 2462.59 | 35.25 | 33.72 | 29.03 |
| REDINGTON | 393.65 | 18.09 | 30774.55 | 1.52 | 453.49 | 94.65 | 34922.47 | 34.57 | 18.96 | 2.03 |
| HONASA | 470.95 | 61.70 | 15354.11 | 0.64 | 90.45 | 118.87 | 755.95 | 27.00 | 20.87 | 14.58 |
| LLOYDSENT | 69.79 | 94.88 | 10653.81 | 0.21 | 109.98 | -55.77 | 563.03 | 70.15 | 12.84 | 18.07 |
| SGMART | 751.25 | 76.16 | 9468.39 | 0.00 | 45.58 | 41.07 | 1308.57 | 14.41 | 10.43 | 4.49 |
| MMTC | 61.96 | 20.78 | 9294.00 | 0.00 | 104.24 | 135.52 | 0.68 | -50.00 | 33.46 | -1423.53 |
| ENTERO | 1819.35 | 63.14 | 7918.37 | 0.00 | 52.05 | 72.17 | 1940.50 | 38.23 | 10.93 | 5.00 |
| EBGNG | 683.00 | 54.67 | 7786.99 | 0.00 | 28.93 | 56.21 | 412.46 | 32.08 | 20.58 | 11.97 |
| THACKER | 1095.00 | 6.30 | 119.11 | 0.00 | 6.10 | -90.36 | 1.17 | 117.22 | 2.50 | 555.07 |
Quarterly Results
Standalone Figures in Rs. Crores / View Consolidated
| Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
| Operating Profit | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 1 |
| OPM % | 80.39% | 81.69% | 74.51% | 78.43% | 76.92% | 78.85% | 68.06% | 83.21% | 68.52% | 68.52% | 70.97% | 73.02% | 65.73% |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
| Interest | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Depreciation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Profit before Tax | 0 | 1 | 1 | 1 | 1 | 2 | 1 | 2 | 1 | 2 | 1 | 1 | 1 |
| Tax % | 16.00% | 17.45% | 35.85% | 138.18% | 19.30% | 22.52% | 24.64% | 10.97% | 19.18% | 21.82% | 19.23% | 20.00% | 18.26% |
| Net Profit | 0 | 1 | 0 | -0 | 0 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| 3.87 | 11.34 | 3.10 | -1.89 | 4.23 | 10.71 | 4.86 | 12.68 | 4.12 | 11.84 | 5.78 | 5.88 | 5.80 |
Profit & Loss
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2 | 1 | 0 | 2 | 2 | 2 | 2 | 2 | 3 | 2 | 3 | |
| 2 | 1 | 0 | 1 | 1 | 0 | 0 | 0 | 1 | 1 | 1 | |
| Operating Profit | 0 | -0 | -0 | 1 | 1 | 2 | 2 | 2 | 2 | 2 | 2 |
| OPM % | 16.73% | -69.92% | -845.94% | 49.85% | 67.37% | 79.53% | 79.56% | 78.87% | 77.65% | 70.95% | 68.88% |
| 0 | 4 | 3 | 3 | 2 | 3 | 3 | 3 | 3 | 4 | 0 | |
| Interest | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Depreciation | 0 | 3 | 2 | 2 | 2 | 2 | 2 | 1 | 1 | 1 | 1 |
| Profit before Tax | -0 | 0 | -0 | 2 | 2 | 3 | 3 | 3 | 4 | 4 | 4 |
| Tax % | 7.63% | -2.48% | 1.17% | 10.38% | 22.42% | 16.00% | 20.27% | 41.99% | 18.16% | 20.54% | 20.26% |
| Net Profit | -0 | 0 | -0 | 1 | 1 | 2 | 2 | 2 | 4 | 3 | 3 |
| EPS | -2.21 | 0.00 | 0.00 | 0.00 | 10.85 | 22.54 | 20.70 | 16.41 | 32.47 | 28.93 | — |
| Dividend Payout % | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | — |
COMPOUNDED SALES GROWTH
- 10 Years:
- -7%
- 5 Years:
- 2%
- 3 Years:
- 3%
COMPOUNDED PROFIT GROWTH
- 10 Years:
- —
- 5 Years:
- 21%
- 3 Years:
- 10%
STOCK PRICE CAGR
- 10 Years:
- —
- 5 Years:
- —
- 3 Years:
- —
- 1 Year:
- —
RETURN ON EQUITY
- 10 Years:
- 8%
- 5 Years:
- 11%
- 3 Years:
- 9%
- Last Year:
- 8%
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| 9 | 35 | 32 | 29 | 30 | 32 | 35 | 37 | 49 | 48 | |
| 3 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
| 1 | 3 | 4 | 2 | 1 | 1 | 1 | 2 | 2 | 2 | |
| Total Liabilities | 12 | 39 | 36 | 31 | 31 | 33 | 36 | 39 | 51 | 50 |
| 3 | 27 | 25 | 22 | 20 | 19 | 17 | 16 | 15 | 14 | |
| 7 | 10 | 9 | 7 | 9 | 11 | 13 | 15 | 23 | 19 | |
| Cash & Bank | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| 1 | 1 | 1 | 1 | 0 | 2 | 5 | 8 | 13 | 16 | |
| Total Assets | 12 | 39 | 36 | 31 | 31 | 33 | 36 | 39 | 51 | 50 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| 4 | -1 | 0 | -1 | -0 | -1 | -3 | -3 | -2 | -0 | |
| Cash from Investing | 2 | 1 | 0 | 2 | 1 | 1 | 3 | 3 | 2 | 0 |
| Cash from Financing | -5 | 1 | -1 | -2 | -1 | 0 | 0 | 0 | -0 | -0 |
| 1 | -0 | -0 | -0 | 1 | -1 | -1 | -0 | -0 | -0 |
Ratios
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
Documents
Corporate disclosures, annual reports, credit ratings, and concall transcripts
No announcements filed.
News
Recent coverage and analyst commentary for THACKER
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Thacker & Company Ltd.
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