AI Summary
✦ ClarthaJSW Holdings is an Indian investment and financing company focused on loans, securities, and investments in securities. Loan income, securities-related activity, and investment returns drive its revenue mix. No major recent development provides a clear catalyst for reversing the 27.6% revenue decline. Profit also fell 25.1%, indicating weaker earnings across its core activities. Margins are declining, while ROE is unavailable, limiting assessment of capital efficiency and earnings quality. The company is overvalued at 90.9x earnings, trading at a premium despite negative revenue and profit growth. Neutral sentiment reflects limited near-term catalysts and uncertainty around investment returns. The key open question is whether portfolio performance can improve without greater financing risk.
Price Forecast
Probabilistic Range
Probabilistic lognormal cone using 1Y realized volatility and analyst-target drift when available.
Revenue Forecast
₹ CrEPS Forecast
₹ / shareMulti-factor synthesis of 5 key dimensions
Analyst coverage unavailable
Fundamentals
Fundamentals institutional score is 65 using growth durability 65.4.
Valuation
Valuation institutional score is 47 using relative multiple z-scores where peer dispersion is available.
Analyst Consensus
No usable analyst target or recommendation data was available.
Technical Structure
Technicals institutional score is 62 using EMA-20 continuation within 5% tolerance; VCP range/volume contraction proxy.
Market Sentiment
This data source has not been supplied for the decision payload.
Signal Summary
Market intelligence remains Neutral. fundamentals provide support, while valuation remain considerations.
Composite weights: Fundamentals 25%, Valuation 20%, Analyst Consensus 20%, Technical Structure 20%, Market Sentiment 15%.
Key Data Points
Important Note: This is market intelligence, not investment advice. Always conduct your own research and consider your financial goals and risk tolerance.
Valuation Metrics
Trading 5.9% below historical median. Valuation is declining — currently in the undervalued zone (z-score: -0.17). Confidence: 51%.
Forward outlook is unavailable because live next-12-month estimate data is not available for this ticker right now.
5Y Average
0.59
Current
0.40
Overvalued
0.68
Undervalued
0.50
5Y Average
71.04
Current
89.23
Overvalued
134.15
Undervalued
50.81
5Y Average
61.09
Current
149.88
Overvalued
64.35
Undervalued
52.07
Peers & Comparison
Sector: Financials · Theme: Asset Management
| Company | Rev. Growth | Margin | P/E | vs Avg | 52W Perf. |
|---|---|---|---|---|---|
TATA INVESTMENT CORP LTD TATAINVESTAsset Management | +4.1% | 105.2% | 81.7x Premium | +33% vs avg | -0.2% |
ANAND RATHI WEALTH LTD ANANDRATHIAsset Management | +52.1% | 33.2% | 78.3x Premium | +28% vs avg | +52.5% |
PRUDENT CORP ADV SER LTD PRUDENTAsset Management | +20.9% | 17.5% | 56.9x Fair | -7% vs avg | +28.5% |
ADIT BIRL SUN LIF AMC LTD ABSLAMCAsset Management | +10.6% | 47.6% | 28.8x Undervalued | -53% vs avg | +20.7% |
JSW HOLDINGS LIMITED trades at a premium (89.5x vs peer avg 61.4x), implying higher growth or quality expectations from the Asset Management cohort. Peers include TATA INVESTMENT CORP LTD, ANAND RATHI WEALTH LTD, PRUDENT CORP ADV SER LTD — selected based on business model, industry classification, market cap similarity, and business theme alignment.
Financials
Real statement data for revenue, earnings quality, conversion, and balance-sheet coverage. Monetary values are shown in Rs crore.
Latest revenue
₹35 CrJun 2026Latest net profit
₹21 CrJun 2026Latest EPS
₹19.34Jun 2026Net margin
84.0%Jun 2026Performance
Bars show revenue and net profit. The line shows net margin.
- Revenue
- Net income
- Net margin %
Earnings
Revenue is shown in crores. EPS is rupees per share.
- Revenue
- EPS
Revenue to profit conversion
Bridge from operating numbers to profit for the latest reported period.
Latest reported period: Jun 2026
Debt level and coverage
Debt, cash and free cash flow compared on the same crore scale.
- Free cash flow
- Cash & equivalents
Results
| Metric | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales + | 26 | 89 | 27 | 27 | 27 | 162 | 29 | 29 | 30 | 84 | 33 | 33 | 35 |
| Expenses + | 3 | 3 | 3 | 3 | 3 | 4 | 3 | 4 | 4 | 4 | 4 | 3 | 6 |
| Operating Profit | 23 | 86 | 25 | 24 | 24 | 158 | 26 | 26 | 26 | 80 | 29 | 30 | 29 |
| OPM % | 89% | 97% | 90% | 87% | 88% | 98% | 89% | 87% | 88% | 96% | 89% | 91% | 84% |
| Other Income + | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -3 | 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 | 23 | 86 | 25 | 24 | 24 | 158 | 26 | 26 | 26 | 80 | 26 | 30 | 29 |
| Tax % | 26% | 26% | 26% | 18% | 25% | 25% | 25% | 26% | 25% | 25% | 26% | 25% | 26% |
| Net Profit + | 17 | 64 | 18 | 19 | 18 | 118 | 19 | 19 | 20 | 60 | 20 | 23 | 21 |
| EPS in Rs | 15.51 | 57.47 | 16.42 | 17.50 | 16.17 | 106.55 | 17.48 | 17.18 | 17.72 | 53.70 | 17.68 | 20.44 | 19.34 |
| Raw PDF |
All values in ₹ Crores unless otherwise stated. Source: Screener Master (Standalone).