THERMAXCapital Goods

Thermax Limited

Heavy Electrical Equipment · ISIN INE152A01029 · BSE 500411 · NSE EQ · FV ₹2
Last price
₹3,570
+0.92%today
What this company does

Thermax Limited operates in Heavy Electrical Equipment, part of the Capital Goods sector. It booked ₹2,303 cr of revenue in its latest quarter (Q1 FY27) and kept 1.1% of sales as profit. It is the 9th largest of 9 Heavy Electrical Equipment companies we track, by market value.

In the report:
30out of 100
Equitytale Health Score
Strained

Healthier than 30% of companies in Capital Goods, on all six measures of filed financials. Each measure is ranked against the 77–113 companies that reported it.

Measures financial condition, not whether to buy. Learn what this score means · How this is calculated

Price momentum
oversold
RSI (14)
23

At close. Not part of the score.

Profitability & returns6

How much profit it earns on the money it employs

Balance sheet10

How much it owes, and whether earnings cover the interest

Cash quality43

Whether reported profit actually arrives as cash

Growth & consistency51

Whether sales and profit have grown, and how steadily

Valuation19

What today's price implies, against our models or its peers

Governance & risk100

How much of the promoters' stake is pledged, and how much they hold · highest in its sector on what we could measure

Is this company doing well?
not investment advice
Strengths
Makes a profit
Sales up 7% vs last year
Promoters hold 62%
No promoter shares pledged
Turns profit into real cash
Watch-outs
! Thin 1.1% net margin
! Profit down 83% vs last year
! Low 1.8% return on equity

What if I invest in THERMAX?

Set a growth rate and see what a monthly SIP would add up to. Your assumption, our arithmetic.

You would put in
₹12.00 lakh
120 instalments
At 10% a year, it would become
₹20.15 lakh

The starting rate is a round number, not a view on this company — this is your assumption, and the figure above is arithmetic on it. Returns are not steady year to year, and a real holding would not grow in a straight line. We do not publish price targets or predict returns.

Key ratios · latest quarter + price
₹3,570 +0.92%
latest close · 2026-09-17
1-year return
+159.6%
52-wk low ₹1,30252-wk high ₹4,880
Is it cheap or expensive?
What you pay for the profits, book value and cash flow. Higher isn't automatically worse — it can signal faster growth.
P/E ratio398.4High
LowAverageHigh
P/B ratio7.25High
Below bookModerateHigh
EV / EBITDA76.4High
LowAverageHigh
How good is the business?
How much profit it earns from its money and its sales.
Return on equity1.8%Weak
WeakFairStrong ▸15%
Return on capital4.1%Weak
WeakFairStrong
Net margin1.1%Thin
ThinDecentStrong
EBITDA margin5.9%Thin
ThinDecentHealthy
Is it financially safe?
How much it owes, and whether it can comfortably cover it.
Debt to equity0.41Comfortable
LowModerateHigh ▸1
Interest cover2.2×Okay
RiskyOkayStrong ▸5×
Current ratio1.22Healthy
Tight ◂1HealthyAmple
More figures
Market cap
₹40,210 cr
Book value
₹493
EPS
₹2.24
latest quarter
Net debt
₹1,614 cr
owes more than its cash
Enterprise value
₹41,824 cr
EBITDA
₹547 cr
annualised
EBIT
₹309 cr
annualised
Operating margin
3.4%
Return on assets
0.8%
Earnings yield
0.25%
P/S
4.37
Sales / share
₹817.7
Tax rate
48.3%
Face value
₹2
Shares
11.3 cr
Working capital
₹1,288 cr
Current assets
₹7,109 cr
Current liabilities
₹5,820 cr
Delivery %
51.7%
Strong / safeFairWeak / riskyValuation — a level, not good/badBands are general rules of thumb, not advice.

P/E, ROE, ROCE and margins are annualised from the latest quarter; per-share and balance-sheet ratios use the most recent balance sheet on file · prices as of 2026-09-17.

Worth vs price · from the FY 2025 report & filings
not investment advice
Hard to value confidentlyLow confidence
The market price is far above what these earnings- and book-based models support — a fast-growing or asset-light business can trade well above them for years, so we won't put a confident number on how overpriced it is.
Models span ₹333₹666, midpoint ₹582

An educational model from the company's own filings, every assumption shown — not investment advice or a price target. Prices can stay above or below any model for years.

P&L · Q1 FY27 (consolidated)
Revenue from Operations₹2,303 cr
Other Income₹68 cr
Total Income₹2,371 cr
Cost of Materials₹1,228 cr
Purchases of Stock-in-Trade₹44 cr
Inventory Change (±)₹-51 cr
Employee Benefit Expense₹371 cr
Finance Costs₹35 cr
Depreciation & Amortisation₹60 cr
Other Expenses₹642 cr
Total Expenses₹2,329 cr
Profit before Tax₹42 cr
Tax Expense₹20 cr
Net Profit₹22 cr
Net margin on total income0.9%
Where the money goes · Q1 FY27
% of total income
Materials + stock-in-trade₹1,221 cr51.5%
Employee benefit expense₹371 cr15.7%
Finance costs₹35 cr1.5%
Depreciation & amortisation₹60 cr2.5%
Other expenses₹642 cr27.1%
Tax expense₹20 cr0.9%
Profit for the period₹22 cr0.9%
Total income ₹2,371 cradds up to ₹100 ✓
Quarterly results · consolidated (₹ cr)
MetricQ3 FY26Q4 FY26Q1 FY27
Revenue2,635 cr3,428 cr2,303 cr
Total income2,697 cr3,482 cr2,371 cr
Expenses2,467 cr3,150 cr2,329 cr
Profit before tax289 cr334 cr42 cr
Tax84 cr90 cr20 cr
Net profit (owners' share)204 cr244 cr25 cr
Net margin (owners' share, on revenue)7.7%7.1%1.1%
EPS (₹)18.1221.682.24
YoY (latest quarter): total income +7.0% · net profit -83.4%
Balance sheet & cash flow · as of Mar 2026
Low debt
Total assets
₹13,282 cr
Shareholder equity
₹5,550 cr
parent shareholders
Total debt
₹2,288 cr
Cash
₹674 cr
Cash flow · H1 FY26
Operating
₹63 cr
Investing
₹169 cr
Financing
₹-162 cr
Peer comparison
Heavy Electrical Equipment · by market value
CompanyPriceMarket capP/E
Siemens Limited₹3,764₹8.37 L cr97.6
ABB India Limited₹7,131₹1.51 L cr102.1
Bharat Heavy Electricals Limited₹429₹1.49 L cr99.4
Hitachi Energy India Limited₹31,230₹1.39 L cr118.3
CG Power and Industrial Solutions Limited₹880₹1.39 L cr110.6
GE Vernova T&D India Limited₹4,341₹1.11 L cr76.5
Siemens Energy India Limited₹3,109₹1.11 L cr62.8
Suzlon Energy Limited₹43₹58,505 cr48.3
Thermax Limitedthis company₹3,570₹40,210 cr398.4
Same industry · latest reported numbers · not a recommendation.
Corporate actions
Dividend yield
0.56%
trailing 12 months
Dividend / share (TTM)
₹20
Last dividend
₹14
ex 3 Jul 2026
ActionDetailEx-date
Dividend₹14 / share3 Jul 2026
Dividend₹6 / share3 Jul 2026
Dividend₹14 / share4 Jul 2025
Dividend₹12 / share5 Jul 2024
Dividend₹10 / share21 Jul 2023
Dividend₹9 / share21 Jul 2022
Who owns it · 2026-06-30
No pledge
Promoter
62.0%
FII / Foreign
11.5%
DII / Domestic
15.2%
Retail / others
5.9%
Smart-money activity
Insider trades
SoldBinaifer Gagrat · Employees/Designated Employees500 · ₹13.2 L19 Sep 22
SoldBinaifer Gagrat · Employees/Designated Employees100 · ₹2.6 L16 Sep 22
SoldBinaifer Gagrat · Employees/Designated Employees100 · ₹2.6 L15 Sep 22
Bulk / block deals
short · NSE1115 Sep 26
short · NSE5531 Jul 26
short · NSE101 Jun 26
Stake changes
BoughtSBI Mutual fund under its Various Schemes→ 7.60% · 10.86 L26 Aug 25
SoldKotak Mahindra Mutual Fund→ 2.75% · 2.91 L11 Jun 25
BoughtSBI Mutual Fund under its Various Schemes→ 5.09% · 2.40 L22 Jul 24
What shareholders were asked to approve

A company cannot decide everything on its own. Things like a top executive’s pay, issuing new shares, or re-appointing a director have to be put to the people who own the company, and they vote — one vote per share. So whoever owns the most shares has the most say.

Yearly shareholder meeting · 31 Jul 2025
See the official result
1
To receive, consider, approve and adopt the Audited Standalone and Consolidated Financial Statements of the Company for the financial year ended March 31, 2025 together with the reports of the Board of Directors and Auditors thereon.
Backed by 100% of shareholders other than promotersneeded 50%
2.94 cr votes for, 10,523 against · 0% of mutual funds and other big investors said no
2
To declare dividend of Rs.14/- (700%) per equity share of face value of Rs. 2/- each for the financial year ended March 31, 2025
Backed by 100% of shareholders other than promotersneeded 50%
2.94 cr votes for, 100 against · 0% of mutual funds and other big investors said no
3
To appoint a Director in place of Mr. Pheroz N. Pudumjee (DIN: 00019602), who retires by rotation in terms of Section 152 of the Companies Act, 2013 and being eligible, offers himself for re-appointment
Promoters had a personal stake in this
Backed by 97% of shareholders other than promotersneeded 50%
2.85 cr votes for, 9.69 L against · 3% of mutual funds and other big investors said no
4
To consider and approve appointment of M/s. Price Waterhouse Chartered Accountants LLP, ICAI Firm Registration No. 012754N/N500016 as the Statutory Auditors of the Company for a period of five years commencing from conclusion of the 44th Annual General Meeting (AGM) until the conclusion of the 49th AGM of the Company.
Backed by 99% of shareholders other than promotersneeded 50%
2.92 cr votes for, 2.39 L against · 1% of mutual funds and other big investors said no

Every vote count above is taken from the result the company filed with the stock exchange, certified by an independent counter. To work out what would have happened without the promoters, we simply remove their votes and re-apply the same legal bar the proposal had to clear. Nothing here is an estimate or an opinion.

Who controls this company, and what it pays them

Most Indian companies are controlled by a family or group — the promoters. The exchange requires them to be listed by name, including members who own no shares at all, and requires the company to disclose any business it does with them.

The promoter group — 17 named members
owning 62.0% between them · as of 2026-06-30
RDA HOLDINGS PRIVATE LTD53.99%
ARA TRUSTEESHIP COMPANY PRIVATE LIMITED7.99%
PHEROZ N PUDUMJEE0.01%
ARNAVAZ ROHINTON AGAno shares
DARAYUS A. BHATENAno shares
JAMSDHED A. BHATENAno shares
KHORSHED KAVAS BHARUCHAno shares
LAZARA CAPITAL ADVISORS PRIVATE LIMITEDno shares
Business done with them
FY2026 · 1 of the group
The company paid ₹65 L to companies in the promoter group last year — about 0.0% of its ₹10,694 cr revenue.
Mrs. Meher Pudumjee
Other payments to them · Directors sitting fees, Commission paid
₹65 L
company paid

The company also transacted with 12 other related parties — subsidiaries, joint ventures, directors and others — that we could not match by name to the promoter list above. Some may still be connected to the family; we only count the ones the filings let us match with certainty.

Names and holdings from the company’s shareholding pattern filed with the exchange; transactions from the related-party note in its annual report. Every figure is as filed — these are legal, disclosed dealings, and what to make of them is your call.

How the stock has moved · adjusted for splits & bonuses
Data from primary exchange filings · analysis tool, not investment advice.