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Eicher Motors

EICHERMOT · Auto & Truck Manufacturers · INE066A01021

Analyst mean 2.09 · 34 analysts · 36% bullish
₹7,779.00
Close 2026-07-31 · Balanced risk

Reading the Statements forensic interpretation

What the numbers mean when read together — computed from the filings, not a score.

Cash lags profit somewhat

Operating cash flow is only 83% of trailing profit. Worth watching whether the gap is working-capital timing or something structural.

Full read

Operating cash flow ₹4,805 cr vs trailing net profit ₹5,773 cr. A persistent gap below 1.0 can be benign (growth working capital) or a tell (profit not converting to cash).

Profit growing with revenue

Both revenue and profit grew over the last year (28.1% and 19.4%) — growth is translating to the bottom line.

Full read

Trailing revenue ₹24,998 cr, trailing profit ₹5,773 cr. Profit growing at least as fast as revenue indicates operating leverage or pricing power.

Generates free cash

Free cash flow is positive and consistent — the business funds itself after capex.

Full read

Latest free cash flow ₹3,538 cr. Negative in only 0 of 12 years. A self-funding business needs less external capital and dilutes less.

Capital work-in-progress is sticky

Capital work-in-progress has stayed high (19% of fixed assets) without converting to productive assets — worth checking whether projects are genuinely progressing.

Full read

CWIP ₹736 cr vs ₹555 cr two years earlier, against fixed assets ₹3,852 cr. Perennial CWIP that never becomes a fixed asset can hide stalled projects or capitalised costs that should have been expensed.

Price & Valuation 10-year, split-adjusted

Markers show corporate actions (splits, bonus, dividends). Prices are split-adjusted so the series is continuous.

Valuation & Quality

Valuation
P/E (TTM) 32.8x
P/B 8.56x
P/S 9.19x
PEG 1.66
P/FCF 133.6x
Dividend Yield 1.05%
Leverage
Debt / Equity conservative 0.02
Payout Ratio 40.8%
Returns & Margins
Operating Margin (TTM) 20.9%
Net Margin (TTM) 23.6%
Return on Equity 23.8%
Return on Assets 18.6%
Implied Growth (Graham) growth the market is pricing in 12.1%
Rule of 40 52.4
Growth 31.5% + Margin 20.9% — passes

Ownership & Skin in the Game

Promoter49.02% ▼ 0.04
FII25.52%
DII
Mutual Funds10.21%

Quarterly Financials ₹ cr

MetricSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Revenue4,2634,9735,2415,0426,1726,1146,0806,632
Expenses3,1753,7723,9833,8394,6604,5574,5665,042
Other Income468452628603486465675634
Depreciation180179201198200211232278
Profit before tax1,3621,4611,6691,5931,7791,7931,9371,925
Net Profit1,1001,1701,3621,2051,3691,4211,5201,463
EPS40.1542.7049.6843.9549.9351.7955.4153.28

Balance Sheet ₹ cr, annual

ItemMar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital272727272727
Reserves11,41112,58114,96318,01821,26925,073
Borrowings219108288419458514
Fixed Assets2,4332,4242,6902,9143,4733,852
CWIP314505472555491736
Investments3,9027,72112,32113,52714,79117,496
Total Assets14,55916,14019,19823,11527,17432,164
DISCLAIMER: FinMinutes is a financial data and analytics platform, not a SEBI-registered investment adviser. Everything here is for educational and informational purposes. Forensic interpretations are computed from disclosed data and are not recommendations. Do your own due diligence.