ARC Insulation & Insulators Ltd

ARC Insulation & Insulators Ltd

₹ 47.6 -4.99%
03 Jun - close price
About

Incorporated in 2008, Arc Insulation and Insulators Ltd supplies fiberglass and composite products for various industries[1]

Key Points

Business Overview:[1]
ARCIIL is engaged in the manufacturing and supply of Glass Fiber Reinforced Polymers (GFRP) /Fiber Reinforced Polymers Products (FRP) composite /constituency products which provides corrosion-resistant, tensile strength and insulating GFRP solutions which can be used as a substitute for steel bars /rebars.

  • Market Cap 49.1 Cr.
  • Current Price 47.6
  • High / Low 145 / 38.6
  • Stock P/E 26.4
  • Book Value 58.4
  • Dividend Yield 0.00 %
  • ROCE 6.50 %
  • ROE 4.36 %
  • Face Value 10.0

Pros

  • Company has reduced debt.
  • Company is almost debt free.
  • Stock is trading at 0.82 times its book value

Cons

  • Though the company is reporting repeated profits, it is not paying out dividend
  • Company has high debtors of 167 days.
  • Working capital days have increased from 155 days to 317 days

* The pros and cons are machine generated. Pros / cons are based on a checklist to highlight important points. Please exercise caution and do your own analysis.

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Half Yearly Results

Figures in Rs. Crores

Sep 2025 Mar 2026
10.02 10.85
8.44 9.30
Operating Profit 1.58 1.55
OPM % 15.77% 14.29%
0.14 0.71
Interest 0.16 0.02
Depreciation 0.41 0.60
Profit before tax 1.15 1.64
Tax % 25.22% 38.41%
0.86 1.00
EPS in Rs 0.84 0.97
Raw PDF

Profit & Loss

Figures in Rs. Crores

Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025 Mar 2026
6.83 11.54 23.98 28.37 32.72 20.87
5.64 10.24 19.69 19.31 20.01 17.74
Operating Profit 1.19 1.30 4.29 9.06 12.71 3.13
OPM % 17.42% 11.27% 17.89% 31.94% 38.84% 15.00%
0.03 0.07 0.50 0.38 0.44 0.85
Interest 0.42 0.49 0.54 0.42 0.63 0.18
Depreciation 0.59 0.59 0.72 0.86 0.94 1.01
Profit before tax 0.21 0.29 3.53 8.16 11.58 2.79
Tax % 28.57% 13.79% 25.21% 25.12% 26.08% 33.33%
0.16 0.24 2.64 6.10 8.57 1.86
EPS in Rs 0.93 1.40 15.41 35.61 11.82 1.81
Dividend Payout % 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
Compounded Sales Growth
10 Years: %
5 Years: 25%
3 Years: -5%
TTM: -36%
Compounded Profit Growth
10 Years: %
5 Years: 58%
3 Years: -11%
TTM: -78%
Stock Price CAGR
10 Years: %
5 Years: %
3 Years: %
1 Year: %
Return on Equity
10 Years: %
5 Years: 24%
3 Years: 23%
Last Year: 4%

Balance Sheet

Figures in Rs. Crores

Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025 Mar 2026
Equity Capital 1.71 1.71 1.71 1.71 7.25 10.30
Reserves 1.81 2.00 4.64 10.74 17.97 49.89
4.83 4.09 5.35 2.78 5.97 0.02
2.59 4.42 6.57 7.19 8.10 7.77
Total Liabilities 10.94 12.22 18.27 22.42 39.29 67.98
4.27 4.58 5.33 6.47 13.06 14.77
CWIP 0.00 0.00 0.00 0.00 0.00 0.00
Investments 0.25 0.32 0.69 0.01 0.01 0.01
6.42 7.32 12.25 15.94 26.22 53.20
Total Assets 10.94 12.22 18.27 22.42 39.29 67.98

Cash Flows

Figures in Rs. Crores

Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025 Mar 2026
0.69 2.23 0.93 9.07 0.34 -2.42
-0.69 -0.95 -1.69 -5.36 -7.37 -23.70
0.02 -1.28 0.73 -2.93 6.97 27.17
Net Cash Flow 0.02 0.01 -0.03 0.77 -0.06 1.05
Free Cash Flow -0.05 1.33 -0.54 7.07 -7.19 -5.16
CFO/OP 63% 178% 43% 115% 24% -6%

Ratios

Figures in Rs. Crores

Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025 Mar 2026
Debtor Days 106.35 67.05 99.24 57.51 134.64 167.02
Inventory Days 313.47 142.28 100.26 138.70 177.55 357.09
Days Payable 174.99 142.28 77.23 118.36 125.50 173.22
Cash Conversion Cycle 244.83 67.05 122.27 77.86 186.69 350.89
Working Capital Days 100.47 21.51 45.97 32.16 115.79 317.25
ROCE % 11.02% 41.74% 63.72% 52.61% 6.50%

Insights

In beta
Mar 2022 Mar 2023 Oct 2024
Capacity Utilization - FRP Pultrusion
%

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Capacity Utilization - FRP Rebars
%
Number of Customers
Count
Production Volume
Metric Tons
Installed Capacity - FRP Pultrusion
Tons per Annum
Installed Capacity - FRP Rebars
Tons per Annum
Major Product Categories
Count
Total Employee Headcount
Count

Extracted by Screener AI

Shareholding Pattern

Numbers in percentages

1 Recently
Sep 2025Mar 2026
64.11% 64.51%
2.33% 1.52%
9.12% 3.93%
24.44% 30.05%
No. of Shareholders 594612

* The classifications might have changed from Sep'2022 onwards. The new XBRL format added more details from Sep'22 onwards.

Classifications such as banks and foreign portfolio investors were not available earlier. The sudden changes in FII or DII can be because of these changes.

Click on the line-items to see the names of individual entities.

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