Current view Q4 2026
Runs India's biggest security-guard and facility-management business. FY26 rebounded hard - Q4 sales up 31% and returns finally crossed 15% - but margins are wafer-thin (~2.4% net) and the long-promised cash-logistics listing keeps slipping.
Latest exchange filings last 5 · 5 after Q4 2026
- 17 Sep ’26Announcement under Regulation 30 (LODR)-Daily Buy Back of equity shares 17 Sep ↗
- 17 Sep ’26SIS Global Workforce incorporated Finland subsidiary on August 31, 2026 for overseas workforce solutions. ↗
- 16 Sep ’26Announcement under Regulation 30 (LODR)-Daily Buy Back of equity shares 16 Sep ↗
- 15 Sep ’26SIS bought back 1,10,000 shares on September 15, 2026; cumulative buyback reached 14,25,027 shares. ↗
- 15 Sep ’26Shareholder Meeting / Postal Ballot-Scrutinizer"s Report 15 Sep ↗
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.
AI concall report · Q4 2026
The full earnings-call read behind this view — what management promised, what they delivered, and the earning trigger.
Growth Q4 2026
| Metric | This year vs lastYoY · vs Q4 2025 | vs the quarter beforeQoQ, sequential · vs Q3 2026 | 3-year yearly average3Y CAGR · compounded | 5-year yearly average5Y CAGR · compounded |
|---|---|---|---|---|
| Sales | ▲ +30.9% | +7.3% | +12.1% | +11.9% |
| Operating profit | ▲ +25.4% | +9.5% | −1.8% | −6.8% |
| EPS | ▲ +146.9% | +174.0% | −25.7% | −16.9% |
| PAT | ▲ +145.7% | +173.9% | — | — |
Tinted rows drive the Tier. Tier = the weaker of YoY Sales and YoY PAT growth. Here the weaker is Sales at +30.9%, 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
Poor25/100
Earnings are shrinking, not growing. Profit per share fell 26% a year over the window measured. Nothing compounds from here until that turns, whatever the price does.
No forward view — earnings are not compounding, so there is nothing to project.
Multiple moved without the earnings — the return sits in sentiment.
How this is calculated
Band capped: earnings are not growing over the measured window.
Growth rate used: -25.7% — the weakest of EPS / Sales / Op-profit from 3-year EPS CAGR. Latest quarter reads 60%.
How it compares with its rivals BFSI · 6 shown
These are the industry's largest names rather than companies of its own size, so the columns are worth reading straight across — a ranking against them would only be restating the size gap.
| Company | Price | P/E | Size | ROCE | Profitlast qtr | Saleslast qtr |
|---|---|---|---|---|---|---|
| SIS | ₹430 | 15.1× | ₹6,077 Cr | 13.7% | +9.4% | +29.7% |
| Exhicon Events | ₹477 | 19.2× | ₹782 Cr | 29.5% | +22.1% | +23.8% |
| Mach Travel Solutions | ₹164 | 17.1× | ₹345 Cr | 17.7% | +290.4% | +538.9% |
| E Factor Experie | ₹165 | 11.0× | ₹217 Cr | 24.7% | −26.7% | −9.5% |
| Party Cruisers | ₹95 | 10.6× | ₹132 Cr | 34.5% | +62.9% | +32.3% |
| NIS Management | ₹45 | 3.2× | ₹89 Cr | 12.1% | +35.6% | +15.2% |
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 5% → 5% over 3 years |
|---|---|---|
| Did the profit turn into cash? | more than all of it — reserves released cash too | 116% last year, 147% over three · free cash flow ₹593 cr, positive in 5 of 5 years |
| Is the growth borrowed? | borrowed about as much as it owns | ₹1,789 cr — 0.70× its own equity (was 0.68×) |
| Is it being collected? | collection is steady | 54 days to collect, up 2 in a year · cash cycle 54 days |
| Who has been buying? | the promoters have held steady | promoters 71.9% (−0.3 in a year), 71.6% → 71.9% over 2.8 years · FIIs 13.3% (+0.8) · DIIs 6.3% (+0.4) · shareholders 34,732 → 64,694 |
| What does it earn on its capital? | earns a fair return on its capital | ROCE 13.7% · ROE 13.9% |
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
Against it
- The company has delivered a poor sales growth of 11.8% over past five years.
- Tax rate seems low
- Company has a low return on equity of 7.48% over last 3 years.
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.