Heritage Foods Ltd.
ISIN: INE978A01027 • Market Cap: ₹3,334 Cr
The 5-Pillar Quality Audit for Heritage Foods Ltd.
Evaluated across Profitability, Financial Health, Historical Compounding, Valuation Safety, and Ownership Governance:
1. Profitability & Capital Efficiency
Weight: 25%Measures operating margins (5.4%), Return on Capital Employed (14.5%), and equity compounding (13.6%).
2. Financial Health & Solvency
Weight: 25%Debt-to-Equity is 0.29 with comfortable interest coverage and clean working capital.
3. Growth & Compounding Track Record
Weight: 20%Historical 3Y Sales CAGR (7.6%) and 3Y PAT CAGR (8.1%).
4. Valuation Multiple & Margin of Safety
Weight: 15%Trades at P/E of 24.68 vs PEG of — and Dividend Yield of 0.7%.
5. Ownership Quality & Governance
Weight: 15%Promoter holding stands at 41.3%, backed by 8.4% institutional ownership.
Key Fundamental Strengths
Consistent Market Standing (Small Cap)
Established player in the Fast Moving Consumer Goods sector with an overall fundamental quality score of 66/100.
Areas to Watch & Potential Risks
Sectoral & Macro Headwinds (Fast Moving Consumer Goods)
Subject to broader cyclical demand, raw material price shifts, and regulatory frameworks governing the Fast Moving Consumer Goods space.
Quantitative Strategy Eligibility
Checking HERITGFOOD against established Indian wealth creation frameworks:
Coffee Can Investing Framework
Fails 10%+ revenue growth or 15%+ minimum capital return benchmark over historical periods.
Quality Factor Screener (High RoIC + Low Debt)
Scorecard of 66/100 or leverage profile sits below strict quality index hurdles.
GARP / Value-Growth Blend
Valuation multiple or return metrics require further cyclical pullback.
Fast Moving Consumer Goods Sector Peer Comparison
Compare HERITGFOOD directly against top industry peers by market capitalization:
| Company | 5-Pillar Score | Market Cap | P/E | ROCE | D/E | Scorecard |
|---|---|---|---|---|---|---|
| Heritage Foods Ltd. (HERITGFOOD)Current | 66/100 | ₹3,334 Cr | 24.68 | 14.5% | 0.29 | — |
| Hindustan Unilever Ltd. (HINDUNILVR) | 75/100 | ₹4.74 Lakh Cr | 31.67 | 22.6% | 0.00 | View |
| ITC Ltd. (ITC) | 81/100 | ₹3.34 Lakh Cr | 16.86 | 36.4% | 0.03 | View |
| Nestle India Ltd. (NESTLEIND) | 68/100 | ₹2.83 Lakh Cr | 74.37 | 57.2% | 0.00 | View |
| Varun Beverages Ltd. (VBL) | 75/100 | ₹1.46 Lakh Cr | 43.23 | 19.6% | 0.10 | View |
| Britannia Industries Ltd. (BRITANNIA) | 74/100 | ₹1.30 Lakh Cr | 50.04 | 62.3% | 0.27 | View |
Frequently Asked Questions: Heritage Foods Ltd.
Q:What is the 5-Pillar Fundamental Score for Heritage Foods Ltd. (HERITGFOOD)?
Heritage Foods Ltd. has a RupeeTools Fundamental Score of 66/100, placing it in the 'Solid & Healthy' category. Its pillar scores are: Profitability (57/100), Financial Health (83/100), Growth (55/100), Valuation (72/100), and Ownership Quality (60/100).
Q:Is HERITGFOOD fundamentally strong for long-term investment?
HERITGFOOD currently holds a moderate quality rating of 66/100. While it operates in the Fast Moving Consumer Goods sector, investors should monitor its profit margins before initiating long-term positions.
Q:Does HERITGFOOD pass the Coffee Can Investing filter?
No. HERITGFOOD does not currently meet the strict 15% ROCE and 10% sustained topline compounding threshold mandated by the Coffee Can investing framework.
Q:How does HERITGFOOD compare against other Fast Moving Consumer Goods peers?
Within India's Fast Moving Consumer Goods sector, HERITGFOOD trades at a P/E of 24.68 and generates an ROCE of 14.5%. Compare its 5-Pillar score of 66/100 against top sector peers like Hindustan Unilever Ltd. (75/100), ITC Ltd. (81/100).
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.