ARC Insulation & Insulators Ltd
Incorporated in 2008, Arc Insulation and Insulators Ltd supplies fiberglass and composite products for various industries[1]
- Market Cap ₹ 27.5 Cr.
- Current Price ₹ 26.7
- High / Low ₹ 117 / 26.3
- Stock P/E 14.8
- Book Value ₹ 58.4
- Dividend Yield 0.00 %
- ROCE 6.51 %
- ROE 4.36 %
- Face Value ₹ 10.0
Pros
- Company has reduced debt.
- Company is almost debt free.
- Stock is trading at 0.46 times its book value
- Promoter holding has increased by 1.62% over last quarter.
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 154 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.
Peer comparison
Industrials Capital Goods Industrial Products Other Industrial Products
Part of Nifty SME Emerge
Half Yearly Results
Figures in Rs. Crores
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 | 20.21 | 17.74 | |
| Operating Profit | 1.19 | 1.30 | 4.29 | 9.06 | 12.51 | 3.13 |
| OPM % | 17.42% | 11.27% | 17.89% | 31.94% | 38.23% | 15.00% |
| 0.03 | 0.07 | 0.50 | 0.38 | 0.44 | 0.85 | |
| Interest | 0.42 | 0.49 | 0.54 | 0.42 | 0.43 | 0.18 |
| Depreciation | 0.59 | 0.59 | 0.72 | 0.86 | 0.93 | 1.01 |
| Profit before tax | 0.21 | 0.29 | 3.53 | 8.16 | 11.59 | 2.79 |
| Tax % | 28.57% | 13.79% | 25.21% | 25.12% | 25.11% | 33.33% |
| 0.16 | 0.24 | 2.64 | 6.10 | 8.69 | 1.86 | |
| EPS in Rs | 0.23 | 0.35 | 3.83 | 8.84 | 11.98 | 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: | -79% |
| Stock Price CAGR | |
|---|---|
| 10 Years: | % |
| 5 Years: | % |
| 3 Years: | % |
| 1 Year: | -73% |
| Return on Equity | |
|---|---|
| 10 Years: | % |
| 5 Years: | 25% |
| 3 Years: | 24% |
| 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 | 17.79 | 49.89 |
| 4.83 | 4.09 | 5.35 | 2.78 | 5.96 | 0.02 | |
| 2.59 | 4.42 | 6.57 | 7.19 | 8.28 | 7.78 | |
| Total Liabilities | 10.94 | 12.22 | 18.27 | 22.42 | 39.28 | 67.99 |
| 4.27 | 4.58 | 5.33 | 6.47 | 13.05 | 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 | 53.21 | |
| Total Assets | 10.94 | 12.22 | 18.27 | 22.42 | 39.28 | 67.99 |
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 | 0.26 | -2.42 | |
| -0.69 | -0.95 | -1.69 | -5.36 | -7.29 | -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 | -7.32 | -5.16 |
| CFO/EBITDA Share of operating profit converting into cash: CFO (before tax) / Operating Profit | 63% | 178% | 43% | 115% | 24% | -6% |
Ratios
| Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|
| Debtor Days | 106.35 | 67.05 | 99.24 | 57.51 | 134.53 | 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 | 124.35 | 173.22 |
| Cash Conversion Cycle | 244.83 | 67.05 | 122.27 | 77.86 | 187.73 | 350.89 |
| Working Capital Days | 100.47 | 21.51 | 45.97 | 32.16 | 114.01 | 317.25 |
| ROCE % | 11.02% | 41.74% | 63.72% | 52.00% | 6.51% |
Insights
In beta| Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
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| Average Revenue per Ton ₹ Lakhs |
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| Export Share of Revenue % |
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| GFRP/FRP Rebars Share of Revenue % |
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| Number of Customers Count |
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| Top 10 Customer Revenue Concentration % |
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| Total Production Volume Tons |
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| Installed Capacity by Product Tons |
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Extracted by Screener AI
Documents
Announcements
-
Quarterly Compliance Report on Corporate governance - within 21 days from the end of the quarter
- ARC Insulation says Regulation 27(2) corporate governance report is not applicable for Q2 FY2026-27.
-
Outcome of Board Meeting
- Board appointed Prem Shankar Choudhary as Whole Time Company Secretary and Compliance Officer from 12 October 2026.
-
Integrated Filing- Governance
- Submitted investor grievance statement for quarter ended September 30, 2026.
-
Certificate under SEBI (Depositories and Participants) Regulations, 2018
- Regulation 74(5) certificate filed for quarter ended September 30, 2026.
-
Bagging/Receiving of orders/contracts
- Received two domestic orders from MRA Composites and NKT Infra worth ₹9.71 crore for GFRP rebars.
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.