Esab India Share Price & Earnings Call Analysis

Financials of Esab India

Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.

Financials of Esab India

Quarterly Results

Quarter-by-quarter operating performance

Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Sales +302298303301341330339337368352382379396
Expenses +245240249248279268277282302293309303333
Operating Profit57585454626261556659727663
OPM %19%19%18%18%18%19%18%16%18%17%19%20%16%
Other Income +332111132133-132
Interest0000000011010
Depreciation3334434444444
Profit before tax565752516060595563551015860
Tax %26%25%26%26%26%26%27%26%24%26%22%26%27%
Net Profit +42423838444443404741794344
EPS in Rs27.1927.5324.9524.6528.7528.8828.0426.2330.8126.6051.4527.9328.29

Financials of Esab India

Profit & Loss

Annual income statement trend

Mar 2015 15mMar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Sales +5524514665436726986818961,0911,2431,3731,508
Expenses +5074064224915936015987759041,0141,1291,238
Operating Profit45454452799783121187229245270
OPM %8%10%9%10%12%14%12%13%17%18%18%18%
Other Income +-06411161411586823
Interest000001210222
Depreciation141010101113121112141517
Profit before tax31413853849781114182220236274
Tax %23%31%29%29%32%27%26%26%26%26%26%25%
Net Profit +2428273758715984136163175207
EPS in Rs15.3618.4117.4524.1337.4146.3938.5254.7788.14105.88113.96134.28
Dividend Payout %7%5%6%4%241%151%114%110%88%81%79%56%

Financials of Esab India

Balance Sheet

Capital structure and asset base

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital151515151515151515151515
Reserves274300327363251322244229245291346414
Borrowings +001005334543
Other Liabilities +807085102112116126189210240282266
Total Liabilities369386428480379458388436474551647699
Fixed Assets +837876808386909095125136148
CWIP1578373320496
Investments12212014712530704131002444
Other Assets +163183198269262295255312359421478502
Total Assets369386428480379458388436474551647699

Financials of Esab India

Cash Flows

Operating, investing and financing cash movement

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Cash from Operating Activity +1618363067577285129141200
Cash from Investing Activity +-12-9-239102-12066205-55-16
Cash from Financing Activity +-2-2-2-41-16339-139-102-122-81-157
Net Cash Flow3712-26-24-0312527
Free Cash Flow11822135637627498115172
CFO/OP63%68%110%89%115%84%114%94%92%87%107%

Financials of Esab India

Ratios

Working capital efficiency and return ratios

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days293737403544535551556061
Inventory Days557677765866616867555958
Days Payable565671787174809382658786
Cash Conversion Cycle285743382136343036453134
Working Capital Days223934674840463030252650
ROCE %15%14%13%15%26%32%27%44%71%77%70%65%

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