Monolithisch India LtdNSE:MONOLITH
Current view Q1 2027
Makes the heat-proof lining rammed into steel furnaces - a consumable, not a one-off sale. Premium SGB grade went 15% to 50% of revenue in one quarter, and a funded plant more than doubles capacity from late September. But four targets were trimmed in a single quarter and the cash cycle runs 184 days.
Latest exchange filings last 5 · 5 after Q1 2027
- 17 Sep ’26Metalurgica India subsidiary begins dry runs; commercial production starts 10 October 2026. ↗
- 10 Sep ’26Monolithisch India won Nawada quartzite block for ₹157 crore; operations expected February/March 2027. ↗
- 7 Sep ’26Submitted newspaper ads for 42nd AGM on 29 September 2026 via VC/OAVM. ↗
- 4 Sep ’26Submitted FY2025-26 Annual Report; AGM scheduled for 29 September 2026 at 3:00 PM via VC/OAVM. ↗
- 4 Sep ’26Monolithisch India Limited has informed about Resignation of Director/KMP/SMP ↗
Exchange filings, with the company's own one-line summary, read off the same page as the figures. Screener publishes only the most recent few, so this is the last 5 — not everything filed since your note, and a quiet-looking list is not proof of a quiet quarter. A filing is marked new when it is dated after the end of the quarter your note covers. Not scored, and not a judgement — a routine repayment notice and a takeover sit in the same list.
How this view changed
AI concall report · Q1 2027
The full earnings-call read behind this view — what management promised, what they delivered, and the earning trigger.
Growth Q1 2027
| Metric | This year vs lastYoY · vs Q1 2026 | vs the quarter beforeQoQ, sequential · vs Q4 2026 | 3-year yearly average3Y CAGR · compounded | 5-year yearly average5Y CAGR · compounded |
|---|---|---|---|---|
| Sales | ▲ +22.9% | +9.1% | +42.3% | +53.9% |
| Operating profit | ▲ +26.3% | +8.3% | +60.6% | +96.1% |
| EPS | ▲ +59.0% | +24.2% | −29.3% | +14.4% |
| PAT | ▲ +59.2% | +24.3% | — | — |
Tinted rows drive the Tier. Tier = the weaker of YoY Sales and YoY PAT growth. Here the weaker is Sales at +22.9%, which is ≥ 20% → Tier 1.
QoQ is sequential, not a trend. For most Indian companies the March quarter is seasonally the largest, so a June-quarter fall against it is a calendar effect. Only the YoY column feeds the Tier.
Multibagger potential
No score — no price data. The eight growth columns arrive with the quarter's Excel import; until then a number here would be invented.
How it compares with its rivals Metal Products · 6 of 12 listed
It earns 30% on its capital, more than any of them — the next best earns 30%, and it is the most expensive of those shown.
| Company | Price | P/E | Size | ROCE | Profitlast qtr | Saleslast qtr |
|---|---|---|---|---|---|---|
| Monolithisch Ind | ₹1,270 | 125.7× | ₹2,760 Cr | 30.5% | +59.2% | +22.9% |
| Graphite India | ₹830 | 74.0× | ₹16,215 Cr | 4.6% | +28.4% | +26.6% |
| Vesuvius India | ₹404 | 32.0× | ₹8,200 Cr | 21.3% | −7.1% | +2.3% |
| Raghav Product. | ₹1,675 | 122.7× | ₹7,691 Cr | 30.3% | +67.5% | +48.7% |
| RHI Magnesita | ₹368 | 40.6× | ₹7,597 Cr | 6.5% | +83.2% | +5.6% |
| HEG | ₹238 | 13.0× | ₹4,600 Cr | 8.3% | +22.6% | +11.1% |
Screener's own peer group, from the request already made for the industry P/E. It serves the industry's largest names by market cap, not companies of a similar size, so treat this as context rather than a like-for-like table; this company is always shown. On a phone the price, size and sales columns are dropped rather than pushed off the edge. Not part of the score.
Business quality to Jun 2026
| Are the margins widening? | broadly flat | operating margin 23% → 24% over 18 months |
|---|---|---|
| Did the profit turn into cash? | under half — much of the profit is tied up | 60% last year, 57% over three · free cash flow −₹2 cr, positive in 2 of 5 years |
| Is the growth borrowed? | essentially debt-free | ₹3 cr — 0.02× its own equity (was 0.20×) |
| Is it being collected? | customers are paying faster | 54 days to collect, down 18 in a year · cash cycle 184 days |
| Who has been buying? | the promoters have held steady | promoters 74.3% (+0.7 in a year), 73.6% → 74.3% over 12 months · FIIs 1.8% (−2.9) · DIIs 2.8% (−0.9) · shareholders 967 → 2,102 |
| What does it earn on its capital? | earns a high return on the capital it employs | ROCE 30.5% · ROE 23.9% |
Fetched from the filings, not typed — and deliberately not part of the score. These are the questions the score cannot ask: it reads growth, price and trend, so a company can score well while its profit never becomes cash. Weigh these beside the note, not against the number.
Screener's own checklist not mine, not the score
In its favour
- Company has reduced debt.
- Company is almost debt free.
- Company has delivered good profit growth of 88.3% CAGR over last 5 years
- Company has a good return on equity (ROE) track record: 3 Years ROE 34.6%
Against it
- Stock is trading at 22.2 times its book value
- Though the company is reporting repeated profits, it is not paying out dividend
Generated by screener.in from a fixed checklist — not written by me and not an input to the score. It is here as a second machine opinion to weigh against the note; where it disagrees with the view above, the note is the considered one.