The Investment Trust of India Limited (THEINVEST.NS)
ValueMarkers Composite Index
61% below intrinsic value ($3)
The Investment Trust of India Limited (THEINVEST.NS) — VMCI valuation read
Headline read on THEINVEST.NS: VMCI of 57/100 versus a Financial Services sector median of 50. The 7-point above-median position is what makes The Investment Trust of India Limited a relative-value candidate in the mid-cap cohort, before any pillar-level review.
Form 4 filings on THEINVEST.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 THEINVEST.NS: value (THEINVEST.NS trades at 21.0x earnings, 17% above the Financial Services median of 18.0x), quality (ROIC of 15.0% sits 5.0pp above the Financial Services median (10.0%)), and risk (net debt to EBITDA of 2.5x is the rate-sensitivity line to watch). The value read also implies an EV/EBITDA gap of +4.0x against the Financial Services 12.0x baseline.
THEINVEST.NS fell 1.4% over the trailing 7 days, with a -14.4% read on a 30-day basis.
The Investment Trust of India Limited, together with its subsidiaries, provides financial services and broking solutions in India. The company operates through Broking and Related Services; Investment and Advisory Services; Trading Activities; and Financing Activities segments. It provides 3-wheeler and commercial vehicle finance, gold loan, micro business loan, personal loan for students and faculty, and educational institutional loan, as well as KapitalTech SME finance, such as business/working capital, inventory funding, and bill discounting; and investment solutions, including debt securities ITI gilts, growth opportunity funds for entrepreneurs, and ITI long-short equity funds for long-term capital appreciation. In addition, the company offers equity, debt, and hybrid funds; broking solutions, such as buying or selling of securities for institutional investors from banking sectors; and services related to capital markets, such as IPO, rights issue, GDR issues, and buyback, etc., as well as corporate advisory and start-up advisory services. Further, it provides equities and derivatives trading, equity research, commodities trading, portfolio management services, and insurance products. The company was formerly known as Fortune Financial Services (India) Limited and changed its name to The Investment Trust of India Limited in June 2018. The Investment Trust of India Limited was incorporated in 1991 and is based in Mumbai, India.
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