Kartik Investments Trust Ltd (KARTKIN)

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Kartik Investments Trust Ltd (KARTKIN) · mywealthgrid

About

Kartik Investments Trust Ltd is an investment trust in Other Financial Services with market cap ₹177.62 crore. As a trust structure, it holds investments in securities or other assets and passes returns to unit holders. The company operates debt-free but shows minimal revenue disclosure and near-zero profitability in recent quarters.

Face value: ₹10

Market cap

₹140 Cr

P/E

—

P/B

16.6×

Dividend yield

ROE

81%

ROCE

86.4%

Debt / equity

OPM

98.3%

EPS (TTM)

₹-1.4

Book value

₹420.5

52-week high

—

52-week low

—

Key insights

Company research notes and source-linked reviews

Key risks

Extreme share price volatility (52-week range ₹294–₹10,742): indicates thin liquidity or speculative positioning; verify what drives such swings in a small trust.
Persistently near-zero net profit (fluctuating between -₹0.02 and +₹0.01 Cr) with negative EPS in 3 of last 4 quarters (Mar 2025: -0.44, Dec 2024: -0.51, Jun 2024: -0.35): underlying holdings appear to underperform.
Sparse financial disclosure: revenue n/a in 6 of 8 recent quarters; verify whether this reflects passive holdings or barriers to timely reporting.
Negative operating margin in Sep 2024 (-43.48%) versus 0% in prior periods: operational costs or portfolio valuations volatile; verify source.

Generated analysis · source review pending

Growth drivers

Zero debt (D/E = 0): eliminates financial distress risk and preserves capital-deployment flexibility.
Holdings showed positive returns in Sep 2023 (EPS +0.33) and Dec 2023 (EPS +0.39) with losses in subsequent quarters; verify if underlying holdings are stabilizing or if positions have unwound.
Infrequent revenue realization (₹0.02 Cr in Sep 2024, Sep 2023, and Dec 2023): researcher should verify if these realized gains or dividends repeat on a predictable cycle.

Generated analysis · source review pending

245 historical price candles were omitted because the exchange source has not been verified.

₹7,000.0-0.6%1Y

Quick read

rule-based

Pros

+Strong return on equity of 26.7% (3-yr avg)
+High return on capital employed of 28.5%
+Healthy operating margin of 98.3%
+Revenue CAGR of 211.5% over the last 5 years
+Almost debt-free (debt/equity 0)
+High promoter holding of 74.8% with no pledge

Cons

−Trading at 16.6× book value

Research score

Structured signal from quality, growth, valuation and momentum.

83/100

Business quality: 100
Growth: 100

Revenue & net profit

₹ crore, by fiscal year

RevenuePAT

Margins

% of revenue, by fiscal year

OPMPAT margin

Peers

Comparable companies from the narrowest available industry classification.

Screen this industry Compare top 5 side-by-side

Company	Mkt Cap	EV	Revenue	EBITDA	OPM	PAT	NPM	ROCE	ROE	WC Days
Crisil LimitedCRISILCRISIL	₹32,373 Cr	₹32,373 Cr	₹4,126 Cr	₹1,229 Cr	29.7%	₹884 Cr	21%	33.9%	27.4%	48
RRP Semiconductor LtdRRPRRP	₹11,162 Cr	₹11,168 Cr	₹-7 Cr	₹-7 Cr	—	₹-8 Cr	—	-32.7%	-59.8%	—
Onemi Technology Solutions LimitedKISSHTKISSHT	₹6,254 Cr	₹7,346 Cr	₹2,179 Cr	₹651 Cr	29.9%	₹281 Cr	12.9%	32.9%	21%	-8
Asset Reconstruction Company (India) LimitedARCILARCIL	₹4,546 Cr	₹5,751 Cr	₹722 Cr	₹473 Cr	65.5%	₹-36 Cr	44.7%	—	-1.3%	—
Colab Platforms LtdCOLABCOLAB	₹2,622 Cr	₹2,624 Cr	₹158 Cr	₹2 Cr	1%	₹5 Cr	2.9%	23.2%	17.2%	9
Gyftr LtdGYFTRGYFTR	₹1,204 Cr	₹1,240 Cr	₹14 Cr	₹3 Cr	21.6%	₹2 Cr	12.9%	—	0.5%	—
Prime Securities LimitedPRIMESECUPRIMESECU	₹1,022 Cr	₹1,024 Cr	₹125 Cr	₹13 Cr	15.7%	₹5 Cr	9.6%	—	6.7%	—
Centrum Capital LimitedCENTRUMCENTRUM	₹969 Cr	₹17,026 Cr	₹3,643 Cr	₹948 Cr	29.2%	₹-217 Cr	-7.5%	12.7%	-46.8%	-519
Wealth First Portfolio Managers LimitedWEALTHWEALTH	₹952 Cr	₹952 Cr	₹58 Cr	₹37 Cr	72.3%	₹33 Cr	56%	34.5%	27.7%	563
Stellant Securities (India) LtdSTELLANTSTELLANT	₹518 Cr	₹518 Cr	₹0 Cr	₹-0 Cr	-93.8%	₹-0 Cr	-93.8%	-45.5%	-44.8%	0
The Investment Trust Of India LimitedTHEINVESTTHEINVEST	₹472 Cr	₹523 Cr	₹274 Cr	₹48 Cr	20.2%	₹33 Cr	12.2%	8.5%	4.2%	-42
Ndl Ventures LimitedNDLVENTURENDLVENTURE	₹422 Cr	₹1,328 Cr	₹1,044 Cr	₹149 Cr	17%	₹-38 Cr	0.2%	4.4%	-5.9%	-739

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Financials

Reported profit and loss, balance sheet, cash flow and growth history.

Annual Quarterly

Standalone figures · ₹ crore · years without a filed annual are summed from quarters

₹ Cr	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
	—	—	—	—	0	0	0	0	0	6
Interest	—	—	—	—	0	0	0	0	0	0
Expenses	0	0	0	0	0	0	0	0	0	0
Financing profit	—	—	—	—	-0	-0	-0	-0	-0	6
Financing margin %	—	—	—	—	-300%	0%	-300%	-100%	-350%	98.3%
Other income	0	0	0	0	0	0	0	0	0	0
Depreciation	—	—	—	—	0	0	0	0	0	0
Profit before tax	0	0	0	-0	-0	-0	-0	-0	-0	6
Tax	—	—	—	—	0	0	0	0	0	1
Tax %	—	—	—	—	0%	0%	0%	0%	0%	14.6%
PAT	0	0	0	-0	-0	-0	-0	-0	-0	5
EPS (₹)	1.4	-0	1.2	-0.2	-0.7	-1.8	-1	-0.2	-1.1	209
EPS adjusted (₹)	—	—	—	—	-0.8	-1.7	-0.8	-0.4	-1.3	212.5
Annual report	Annual report for Mar 2017	Annual report for Mar 2018	Annual report for Mar 2019	Annual report for Mar 2020	Annual report for Mar 2021	Annual report for Mar 2022	Annual report for Mar 2023	Annual report for Mar 2024	Annual report for Mar 2025	—

₹ Cr	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
Equity capital	0	0	0	0	0	0
Reserves	3	3	4	4	4	8
Minority interest	—	—	—	—	0	0
	0	0	0	0	0	0
	1	1	1	1	1	0
Total equity & liabilities	4	4	5	5	5	9
	0	0	0	0	0	0
CWIP	—	—	—	—	0	0
Investments	3	3	4	5	4	3
	1	1	1	1	1	6
Total assets	4	4	5	5	5	9

₹ Cr	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
	-0	-0	-0	-0	-0	-1
	0	0	0	0	0	1
	—	—	—	0	0	0
Net cash flow	—	—	—	0	0	0
Free cash flow	—	—	—	—	-0	-1
CFO / Operating profit %	—	—	—	—	—	-15.9%

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Ratios

Annual operating, return, leverage and working-capital ratios.

Standalone figures

Ratio	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
Margins
Gross margin %	—	—	—	—	—	—	—	—
EBITDA margin %	—	—	-300%	—	-300%	-100%	-350%	98.3%
EBIT margin %	—	—	-300%	—	-300%	-100%	-350%	98.3%
PAT margin %	—	—	-100%	—	-100%	-25%	-150%	86.9%
Working capital
Receivable days	—	—	0	—	0	0	0	0
Inventory days	—	—	0	—	0	0	0	0
Payable days	—	—	137	—	137	137	122	0
NWC days	—	—	-137	—	-137	-137	-122	0
Leverage
Current ratio	—	—	20.33	18.67	18.33	18.67	17.67	—
Debt to EBITDA	—	—	—	—	—	—	—	0
Debt to equity	—	—	0	0	0	0	0	0
Interest coverage	—	—	—	—	—	—	—	—
Asset turnover	—	—	0.01	0	0	0.01	0	0.66
Return ratios
Return on assets %	—	—	-0.5%	-1%	-0.4%	-0.2%	-0.6%	57.4%
Return on capital employed %	—	—	-0.5%	-1%	-0.7%	-0.2%	-0.6%	86.4%
Return on equity %	—	—	-0.6%	-1.2%	-0.5%	-0.2%	-0.7%	60.6%

Derived from reported annual statements. ROCE uses EBIT over capital employed (total assets less current liabilities). Day counts average the opening and closing balance; receivables turn on revenue, inventory and payables on cost of goods sold.

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Shareholding

Quarterly ownership, named holders, insider transactions and disclosed deals.

Quarterly Annual

Every quarter filed · % of equity

Holder (%)	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%
FII	0%	0%	0%	0%	0%	0%	0%	0%	0%	0%	0%	0%
DII	0%	0%	0%	0%	0%	0%	0%	0%	0%	0%	0%	0%
Government	0%	0%	0%	0%	0%	0%	0%	0%	0%	0%	0%	0%
	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%
No. of shareholders	—	—	—	—	—	—	—	—	147	148	155	231

Promoter holding up 0 percentage points since Sep 2023.

P NagarajanDirector
A KavithaDirector
Ms. GayathriManager & Chief Financial Officer
Mr. Jeeva BalakrishnanNon - Executive Non -Independent Director
Ms. Aparna S.Independent Director
Ms. Lakshmi RCompany Secretary & Compliance Officer

Current officeholders as filed with BSE. A person holding two offices is listed once per office.

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F&O

Current futures and options contracts with compact option-chain pages.

Not in the F&O segment

Only about 210 stocks have listed futures and options. Contracts appear here for those, refreshed after each close.

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Fund holders

Mutual-fund schemes that disclosed a holding in the company.

No fund holdings on record

No scheme among the 32 fund houses on record reported a position in Kartik Investments Trust Ltd. Portfolios are published monthly by each AMC; coverage is still partial.

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Documents

Annual reports, exchange filings, offer documents, ratings and earnings-call material.

Announcements

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Events

Upcoming dates and the company’s corporate-action history.

1

Board meeting to consider results30 Jul 2026

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Announcements

Latest exchange announcements, filings and downloadable documents.

1 month 3 months 6 months 1 year All

12 announcementsExport CSV

16 Sept 2026, 6:42 pmAGM/EGM

Shareholder Meeting / Postal Ballot-Scrutinizer''s Report

AGM PDF

15 Sept 2026, 4:49 pmAGM/EGM

Shareholder Meeting / Postal Ballot-Outcome of AGM

AGM PDF

22 Aug 2026, 10:00 pmCompany Update

Announcement under Regulation 30 (LODR)-Newspaper Publication

Newspaper Publication PDF

21 Aug 2026, 10:27 pmOthers

Reg. 34 (1) Annual Report.

Reg. 34 (1) Annual Report PDF

21 Aug 2026, 10:22 pmAGM/EGM

Notice Of The 48Th Annual General Meeting Of The Company For The FY 2025-26

AGM PDF

30 Jul 2026, 7:18 pmCompany Update

Convening Of Annual General Meeting Of The Company

General PDF

30 Jul 2026, 6:45 pmCompany Update

Announcement under Regulation 30 (LODR)-Change in Management

Change in Management PDF

30 Jul 2026, 6:37 pmResult

Intimation Of Unaudited Financial Results Of The Company For The Quarter Ended 30 June, 2026

Financial Results PDF

Date	Category	Subject	Filing
16 Sept 2026, 6:42 pm	AGM/EGM AGM	Shareholder Meeting / Postal Ballot-Scrutinizer''s Report	PDF
15 Sept 2026, 4:49 pm	AGM/EGM AGM	Shareholder Meeting / Postal Ballot-Outcome of AGM

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Kartik Investments Trust Ltd

About

Key insights

Key risks

Growth drivers

Quick read

Pros

Cons

Research score

Revenue & net profit

Margins

Peers

Financials

Ratios

Shareholding

F&O

Not in the F&O segment

Fund holders

No fund holdings on record

Documents

Announcements

Events

1

Announcements

Not in the F&O segment

No fund holdings on record

1

Announcements

Annual reports

Compounded sales growth

Compounded profit growth

Return on equity

Kartik Investments Trust Ltd

About

Key insights

Key risks

Growth drivers

Quick read

Pros

Cons

Research score

Revenue & net profit

Margins

Peers

Financials

Profit & loss

Balance sheet

Cash flow

Ratios

Ratio timeline

Shareholding

Quarterly record

Board and management

F&O

Not in the F&O segment

Fund holders

No fund holdings on record

Documents

Announcements

Events

Board meetings1

Announcements

Ratio timeline

Quarterly record

Board and management

Not in the F&O segment

No fund holdings on record

Board meetings1

Announcements

Annual reports

Profit & loss

Balance sheet

Cash flow

Compounded returns

Compounded sales growth

Compounded profit growth

Return on equity

1

1