Obermatt

Page Industries

NSI:PAGEIND · INE761H01022
Textiles, Apparel & Luxury GoodsMedium

360

65
EV / EBIT5
Price / Owner Earnings11
Owner Earnings Yield32
Dividend Yield73
Price/Sales4
EV / Gross Profit2
Price/Book1
Return on Capital100
Cash Return on Capital100
Return on Equity95
EBIT Margin87
Gross Profitability100
Cash Conversion17
Owner Earnings Margin86
Sales growth62
Profit Growth56
Long-Term EPS Growth76
Reinvestment66
Price momentum24
Debt load57
Refinancing12
Debt Payback100
Liquidity70
Analyst ratings12
Opinion Changes64
Price Target Upside20
Market mood89
Value Creation13/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Page Industries clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Based on 3/5 components.

Profile

CountryIndia
IndustryTextiles, Apparel & Luxury Goods
SizeMedium
TypePublic Company
ExchangeNSEI
Founded1994
Employees1,508
ISININE761H01022
Last UpdateApr 2, 2026
Index & Theme
LifestyleE-CommerceShopping

Description

Analysis

Beloved champion

Page Industries Limited sits in the top corner of our grid: excellent business, premium price; every investor already knows the story. Worth noting: the cash the business generates has lagged behind what the income statement shows.

On valuation, the picture is expensive. The owner-earnings multiple stands at 50.7×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 19% a year, against analyst forecasts of 10%. The gap between price and consensus is worth watching: demanding expectations.

Growth is moderate; the safety picture is sturdy. The company scores 13/20 on our value-creation score: creating some value.

Flags to be aware of: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
38
2023202420252026

All-time high

46

Jan 2025

All-time low

9

Jan 2023

Average rank

23

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
4
8
7
3
Price/Earnings
1
11
15
5
Price/Book
1
5
3
3
Dividend Yield
73
54
49
46
Value (overall)
8
17
19
9

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →