The Investment Trust of India Ltd (THEINVEST) — shareholding pattern, promoter holding, financials and share price
About The Investment Trust of India Ltd (THEINVEST)
The Investment Trust of India Ltd operates in the Other Financial Services industry, within the Financial Services sector. It trades on the NSE as THEINVEST and on the BSE under scrip code 530023. Its ISIN is INE924D01017.
Incorporated in 1991, The Investment Trust of India Ltd provides advisory services and trading activities. Company also holds investment in subsidiaries [1]
The Investment Trust of India Limited, formerly Fortune Financial Services, specializes in financial advisory, goods trading, equity and commodity broking, investment banking, and mutual funds. It is a publicly listed entity since 1995.
Historically, the company has completed several key transactions including buy-backs, IPOs, rights and takeover offers, demonstrating robust capabilities in issue management.
Listed peers in Other Financial Services: NDL Ventures Ltd, Regency Fincorp Ltd, Stellant Securities (India) Ltd, Akiko Global Services Ltd, Corporate Merchant Bankers Ltd, Alacrity Securities Ltd.
Valuation & Returns
10 Jul 2026At ₹101.9 a share on 10 Jul 2026, The Investment Trust of India Ltd (THEINVEST) was valued at a price-to-earnings ratio of 15.34x against an industry P/E of 19.5x and a price-to-book of 0.75x on a book value of ₹134.98 per share as of Mar 2025. Solomo computes return on equity of 4.92% and return on capital employed of 10.51% from filed results. Earnings ratios use consolidated results for the twelve months Jun 2025 to Mar 2026.
- P/E
- 15.34x
- Industry P/E
- 19.5x
- P/B
- 0.75x
- EPS (TTM)
- ₹6.64
- Book value / share
- ₹134.98
- ROE
- 4.92%
- ROCE
- 10.51%
- ROA
- 2.25%
- Debt / equity
- 0.52x
- Dividend yield
- 0%
- EBITDA margin
- 32.77%
- 52-week range
- ₹84.25 – ₹184
Ratios are computed from filed results and the last recorded price. Not investment advice.
Financial Performance
Mar 2026In the year ended Mar 2026, The Investment Trust of India Ltd (THEINVEST) reported revenue of ₹285 crore, net profit of ₹35 crore and earnings per share of ₹5.76. That compares with revenue of ₹362 crore and net profit of ₹46 crore in Mar 2025. Figures are consolidated, as filed with the exchanges.
In the quarter ended Mar 2026, revenue was ₹53.12 crore and net profit ₹6.09 crore (consolidated).
| Metric | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|
| Revenue (₹ cr) | 333 | 311 | 302 | 362 | 285 |
| Net profit (₹ cr) | 1 | 12 | 20 | 46 | 35 |
| EPS (₹) | 0.31 | 2.2 | 3.55 | 8.14 | 5.76 |
| Measure | 10Y | 5Y | 3Y | 1Y |
|---|---|---|---|---|
| Sales growth | 14.33% | -43.32% | -54.47% | 19.57% |
| Profit growth | 4.76% | - | -44.23% | 129.94% |
| Stock price CAGR | -8% | -3% | 7% | -39% |
Ownership Summary
Jun 2026As of Jun 2026, promoters hold 72.12% of The Investment Trust of India Ltd (THEINVEST) (unchanged from the previous quarter), foreign institutional investors (FII) hold 6.55%. Market capitalisation was ₹532 crore on 10 Jul 2026. Shareholding is filed quarterly with BSE and NSE; Solomo carries every filing back to Mar 2001.
Largest disclosed public shareholders in Jun 2026: ELM PARK FUND LIMITED 6.55%, KIRTI JAYANTILAL DOSHI 3.64%, NOGARD INVESTMENTS LIMITED 3.44%, ITI HOLDINGS AND INVESTMENT PRIVATE LIMITED 1.49%, ANTIQUE SECURITIES PVT LIMITED 1.1%. Only stakes above the 1% disclosure threshold are named in filings.
| Quarter | Promoter | Pledged | FII | DII | Public |
|---|---|---|---|---|---|
| Jun 2026 | 72.12% | - | 6.55% | - | 27.88% |
| Mar 2026 | 72.12% | - | 6.55% | - | 27.88% |
| Dec 2025 | 72.12% | - | 6.55% | 0% | 27.88% |
| Sep 2025 | 72.12% | - | 6.55% | 0% | 27.88% |
| Jun 2025 | 72.12% | - | 6.55% | - | 27.88% |
| Mar 2025 | 72.12% | - | 6.55% | - | 27.88% |
| Dec 2024 | 72.12% | - | 6.64% | - | 27.88% |
| Sep 2024 | 72.12% | - | 6.55% | - | 27.88% |