
Jain Irrigation Systems Limited (JISLJALEQS.NS)
ValueMarkers Composite Index
78% below intrinsic value ($2)
Jain Irrigation Systems Limited (JISLJALEQS.NS) — VMCI valuation read
Headline read on JISLJALEQS.NS: VMCI of 53/100 versus a Industrials sector median of 50. The 3-point above-median position is what makes Jain Irrigation Systems Limited a relative-value candidate in the mid-cap cohort, before any pillar-level review.
Form 4 filings on JISLJALEQS.NS: zero in the trailing 30 days. The absence of insider transactions is itself a data point, just a low-information one. The thesis runs on financials and price action until that changes.
**Investor frame.** Three reads on JISLJALEQS.NS: value (JISLJALEQS.NS trades at 27.0x earnings, 50% above the Industrials median of 18.0x), quality (ROIC of 11.0% sits 1.0pp above the Industrials median (10.0%)), and risk (net debt to EBITDA of 2.6x is the rate-sensitivity line to watch). The value read also implies an EV/EBITDA gap of +4.0x against the Industrials 12.0x baseline.
JISLJALEQS.NS rose 3.4% over the trailing 7 days, with a -0.0% read on a 30-day basis.
Jain Irrigation Systems Limited operates as a micro-irrigation company in India, Europe, North America, and internationally. The company operates through Hi-Tech Agri Input Products, Plastic, Agro Processing, and Other Business divisions. It provides drip irrigation, sprinkler irrigation, PE piping, and plumbing systems; and polyvinyl chloride plastic pipes and pipe fittings, and EX-CEL plastic sheets. The company also offers protected cultivation products, including greenhouses, poly houses and tunnels, and net houses; tissue culture plants for bananas, pomegranates, and strawberries; and solar photovoltaic modules, solar pumping systems and appliances, solar PV power plants, module mounting solutions, and water heating systems. In addition, it provides Jain Logic, a monitoring and control solution, as well as bio-fertilizers; and generates power through solar and biogas power plants. Further, the company is involved in the frozen fruits, onion, vegetable, and spice processing activities; and operation of vegetable and horticulture nurseries. Additionally, it manufactures and sells software and computer equipment for agriculture applications; and develops hardware and software for farm weather management. The company was founded in 1963 and is headquartered in Jalgaon, India.
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