Ellenbarrie Industrial Gases Ltd.
ISIN: INE236E01022 • Market Cap: ₹4,623 Cr
The 5-Pillar Quality Audit for Ellenbarrie Industrial Gases Ltd.
Evaluated across Profitability, Financial Health, Historical Compounding, Valuation Safety, and Ownership Governance:
1. Profitability & Capital Efficiency
Weight: 25%Measures operating margins (34.5%), Return on Capital Employed (17.1%), and equity compounding (16.9%).
2. Financial Health & Solvency
Weight: 25%Debt-to-Equity is 0.19 with comfortable interest coverage and clean working capital.
3. Growth & Compounding Track Record
Weight: 20%Historical 3Y Sales CAGR (20.3%) and 3Y PAT CAGR (62.5%).
4. Valuation Multiple & Margin of Safety
Weight: 15%Trades at P/E of 38.31 vs PEG of — and Dividend Yield of —.
5. Ownership Quality & Governance
Weight: 15%Promoter holding stands at 77.2%, backed by 12.7% institutional ownership.
Key Fundamental Strengths
Strong Topline Expansion (3Y Sales CAGR: 20.3%)
Revenue has expanded at 20.3% CAGR over 3 years, signaling industry market-share gains.
High-Velocity Profit Compounding (3Y PAT CAGR: 62.5%)
Net earnings have compounded at 62.5% annualized, demonstrating operating leverage.
Areas to Watch & Potential Risks
Sectoral & Macro Headwinds (Chemicals)
Subject to broader cyclical demand, raw material price shifts, and regulatory frameworks governing the Chemicals space.
Quantitative Strategy Eligibility
Checking ELLEN against established Indian wealth creation frameworks:
Coffee Can Investing Framework
Passes Saurabh Mukherjea's Coffee Can rule: 10%+ sustained revenue growth and 15%+ ROCE/ROE.
Quality Factor Screener (High RoIC + Low Debt)
Qualifies for Indian Quality Indices with overall score of 78/100 and clean gearing.
GARP / Value-Growth Blend
Valuation multiple or return metrics require further cyclical pullback.
Chemicals Sector Peer Comparison
Compare ELLEN directly against top industry peers by market capitalization:
| Company | 5-Pillar Score | Market Cap | P/E | ROCE | D/E | Scorecard |
|---|---|---|---|---|---|---|
| Ellenbarrie Industrial Gases Ltd. (ELLEN)Current | 78/100 | ₹4,623 Cr | 38.31 | 17.1% | 0.19 | — |
| Solar Industries India Ltd. (SOLARINDS) | 80/100 | ₹1.79 Lakh Cr | 89.97 | 30.2% | 0.23 | View |
| Pidilite Industries Ltd. (PIDILITIND) | 75/100 | ₹1.68 Lakh Cr | 63.40 | 28.7% | 0.01 | View |
| SRF Ltd. (SRF) | 73/100 | ₹76,329 Cr | 35.31 | 15.2% | 0.36 | View |
| Coromandel International Ltd. (COROMANDEL) | 72/100 | ₹60,148 Cr | 32.83 | 21.6% | 0.07 | View |
| Linde India Ltd. (LINDEINDIA) | 61/100 | ₹57,146 Cr | 104.59 | 12.2% | 0.00 | View |
Frequently Asked Questions: Ellenbarrie Industrial Gases Ltd.
Q:What is the 5-Pillar Fundamental Score for Ellenbarrie Industrial Gases Ltd. (ELLEN)?
Ellenbarrie Industrial Gases Ltd. has a RupeeTools Fundamental Score of 78/100, placing it in the 'Solid & Healthy' category. Its pillar scores are: Profitability (81/100), Financial Health (75/100), Growth (92/100), Valuation (65/100), and Ownership Quality (72/100).
Q:Is ELLEN fundamentally strong for long-term investment?
Yes, ELLEN exhibits solid fundamental strength with a 78/100 score, driven by a return on equity of 16.9% and a debt-to-equity ratio of 0.19.
Q:Does ELLEN pass the Coffee Can Investing filter?
Yes! ELLEN satisfies both core pillars of Coffee Can Investing: achieving consistently high capital returns (ROCE/ROE >= 15%) alongside double-digit multi-year revenue growth.
Q:How does ELLEN compare against other Chemicals peers?
Within India's Chemicals sector, ELLEN trades at a P/E of 38.31 and generates an ROCE of 17.1%. Compare its 5-Pillar score of 78/100 against top sector peers like Solar Industries India Ltd. (80/100), Pidilite Industries Ltd. (75/100).
Regulatory & SEBI Research Analyst Compliance Disclaimer:
This 5-pillar fundamental score is an automated quantitative health check generated purely from historical public financial statements, corporate filings, and exchange disclosures for educational and informational purposes only. It does NOT constitute investment advice, a stock recommendation, or a solicitation to buy or sell securities. RupeeTools is not a SEBI-registered Research Analyst. Please consult a SEBI-registered financial advisor before making investment decisions.