S H Kelkar and Company Limited (SHK.NS)

S H Kelkar and Company Limited (SHK.NS) — VMCI valuation read

Composite valuation read on SHK.NS: VMCI 51/100 against a Consumer Defensive sector median of 50. The 1-point above-median print is the headline number for S H Kelkar and Company Limited, and at the mid-cap tier it reflects how the five pillars combine into a single decision-grade score.

Trailing 30-day insider activity for SHK.NS: nothing material on SEC EDGAR. With the Form 4 channel quiet, the price-vs-DCF gap and the trailing margin trend carry more weight in the active read.

**Investor frame.** Value, quality, risk in three lines on SHK.NS: SHK.NS trades at 23.0x earnings, 28% above the Consumer Defensive median of 18.0x; ROIC of 17.0% sits 7.0pp above the Consumer Defensive median (10.0%); net debt to EBITDA of 0.4x leaves covenant headroom. EV/EBITDA at 14.0x versus 12.0x for Consumer Defensive closes the value frame.

SHK.NS fell 2.2% over the trailing 7 days, with a -5.1% read on a 30-day basis.