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IndiaPulse

Sacheerome Ltd. (SACHEEROME)

SME Cap

Industrials stocks · SME cap · NSE

Sacheerome Limited is a creative house specializing in the design and manufacturing of fragrances and flavours. Established in 1992, it serves the B2B segment, partnering with leading FMCG brands globally. Operates from New Delhi, investing in a new plant in YEIDA, Uttar Pradesh. Adheres to global standards like IFRA, EU, FSSAI, FEMA, ISO 9001:2015.

₹485.25
+29.80 · +6.54%
Quote04 Sept, 03:50 pm IST
Fundamentals22 Aug 2026 · screener
Score05 Sept, 10:20 pm IST · v4.3-runtime-valuation
Tags24 Apr 2026
Coverage12/14 · 86%
Valuation2026-07-20 · Rf 6.8% · Industrials P/E 26.4 (n=540)
Data confidence
Fresh enough for analysis
Investor decision lenses

One read, four checks

75+ is strong, 60-74 is usable, 45-59 is mixed, and below 45 needs caution. These are research lenses, not buy/sell instructions.

Mixed fundamentals, management trust is supportive, price trend supports entry, and recent execution is mixed.

Suggested next step
Research, do not rush
The four lenses are not strongly aligned. Compare peers and wait for a cleaner setup.
U-Score
FAIR VALUE
57

Fundamental lens: valuation, quality, growth, balance sheet, and cash flow.

Trust
Healthy Trust
75

low confidence · 0/0 claims checked

Technical
Bullish
66

Timing lens: price trend and sector relative strength.

Result consistency
mixed
55

Rolling lens: recent quarterly delivery, not the latest single-result score.

Latest result

Quarter ended 31 Mar 2026

Average · 30/100

YoY data unavailable — classification deferred

Filed 31 Mar 2026
Open results browser →
MetricThis quarterYoYQoQ
Revenue₹76 CrNDF-1.3%
EBITDA₹17 Cr+30.8%-10.5%
Operating margin23.0%+100 bps-200 bps
PAT₹14 CrNDF-6.7%
PAT margin18.4%+263 bps-106 bps

NDF means not disclosed in the current structured filing feed. It is intentionally not treated as zero.

Business & thesis

Growth engines, tailwinds/headwinds, and risk radar from management commentary

Business and thesis

Where growth can come from, and what can break the case

Thesis intactReviewed 2026-08-22T08:15:03.178Z
Management commentary snapshot

Sacheerome reported robust H2 FY26 performance with Total Income up 35.57% YoY, EBITDA up 48.77% YoY, and PAT up 51.19% YoY. Full-year FY26 saw Revenue grow to 15,238.58 Lakhs, EBITDA to 4,066.15 Lakhs, and PAT to 2,844.11 Lakhs, driven by strong growth across segments.

The company delivered strong financial results for H2 FY26 and full-year FY26, demonstrating robust revenue growth and significant margin expansion. Strategic investments in manufacturing and R&D, coupled with favorable industry trends, support continued profitable growth. Management's focus on innovation and global expansion is key.

Current business mix

Revenue by Geography (FY26)

Latest issuer-disclosed distribution across 2 reported categories.

Businessmix
Domestic Sales93.8%
Export Sales6.2%
Growth engines

Expansion with New Manufacturing Facility

Establishing a modern infrastructure facility in YEIDA, Uttar Pradesh, featuring R&D, Quality, Application, and Consumer Evaluation Centers.

Strengthening Innovation & Product Portfolio

Enhancing collaboration between R&D and Sales & Marketing to develop innovative, market-driven fragrance & flavour solutions.

R&D Expansion for Global Markets

Dedicated R&D and sales teams targeting the Middle East & GCC region, ensuring tailored solutions for regional demands.

Diversified Product Portfolio

Fragrance division caters to personal care, home care, fabric care, fine fragrances; flavour division serves beverages, bakery, dairy, confectionery, seasonings.

Capacity and execution

New Manufacturing Unit in YEIDA

Land allotted, construction started in 2023, machinery identified and ordered for a modern infrastructure facility in YEIDA, Uttar Pradesh.

Tailwinds

Strong Demand in Fragrance & Flavour Industry

Supported by growing consumption across FMCG, food & beverage, and personal care categories.

Expanding Personal Care Industry

Rising demand for skincare, haircare, and cosmetics, with fragrances adding sensory appeal and enhancing brand perception.

Innovation in Food & Beverage Industry

Growing demand for natural, clean-label ingredients, with flavours enhancing taste and meeting health-conscious consumer preferences.

Indian Market Growth

The Indian F&F market is dynamic and rapidly growing, driven by expanding food processing & personal care industries, and shift towards natural & organic flavours.

Management accountability

What management said, and what results must prove

Management accountability

What management said, and what results must prove

Issuer guidance and extracted claims are tracked against later reported outcomes. Treat these as management statements, not IndiaPulse forecasts.

Analyst reading lens
Compare BOTH

The presentation provides both H2 FY26 vs H2 FY25 (YoY) for detailed P&L and full-year FY26 vs FY25 vs FY24 (YoY) for overall trends. Both are crucial to assess half-yearly momentum and annual performance.

Sector KPIs management disclosed

Revenue (FY26)

The company reported total revenue of 15,238.58 Lakhs for FY26.

EBITDA (FY26)

EBITDA for FY26 stood at 4,066.15 Lakhs, with an EBITDA Margin of 26.02%.

PAT (FY26)

PAT for FY26 was 2,844.11 Lakhs, achieving a PAT Margin of 18.2%.

Return on Equity (FY26)

ROE for FY26 was 27.04%.

Management forward view

Exceptional FY26 Performance

Mr. Manoj Arora, Chairman & Managing Director, states: 'FY26 has been an exceptional year for Sacheerome marked by strong growth across revenue, profitability, and operational performance.'

Strengthening Infrastructure & Relationships

Management states: 'During the year, we continued to strengthen our manufacturing infrastructure, deepen customer relationships, and enhance operational efficiencies.'

Capitalizing on Opportunities

Management believes: 'With our strengthened balance sheet, healthy cash flows, and scalable operating platform, we remain well positioned to capitalize on emerging opportunities.'

Commitment to Innovation

Management highlights: 'Our focus on innovation, quality, and customized solutions continues to drive increasing acceptance across key customer segments.'

Thesis monitor

Numbers and claims to verify in the next filings

CheckpointCurrent evidenceWhat to verify next
YEIDA Plant CommissioningConstruction underway, machinery identified and ordered.Timelines for completion and commencement of commercial operations of the new facility.
Export Sales Growth6.19% of total revenue in FY26.Continued expansion into Middle East, GCC, and North American markets, and its contribution to overall revenue.
Flavours Segment ContributionContributed 867.86 Lakhs to revenue in FY26 (approx. 5.69% of total).Increased share of flavours in overall revenue mix, reflecting R&D focus and market penetration.
R&D Innovation Output59 R&D specialists, focus on market-driven solutions.New product launches and their market acceptance, particularly in targeted global markets.

Verification checkpoints are IndiaPulse research interpretation, not investment advice.

Technical timing lens

Trend score and candlestick chart

66Bullish

full bull SMA stack · SMA20 +8.3% / mo · MACD − · near 52W high

Stock trend: 78
Sector RS: 48
Sector 3M: -1.6% vs Nifty -1.5%

Technical chart

SACHEEROMEdaily · 1Y · AUTO+25.7%
Latest close ₹485.25 on 2026-09-04
Bar
+6.4%
RSI
58
MACD hist
-4.89
52W pos
90%
2026-09-04O ₹456.00H ₹490.10L ₹455.00C ₹485.25Vol 47,400 sh
₹235.60₹309.30₹383.00₹456.70₹530.4052H485.252026-03VolRSIMACD2026-032026-042026-062026-072026-09
Up bar
Down bar
EMA 20
EMA 50
Volume + 20D avg
Result date
RSI(14)
MACD / signal

Daily technical trend read

Bullish setup

Trend is constructive — long-term uptrend intact. RSI 58.

  • Price > SMA20 > SMA50 > SMA200 — full bullish stack.
  • SMA20 rising (~7.7% over last month) — short-term momentum positive.
  • RSI(14) at 58 — rising, no extreme reading.
  • MACD below signal but histogram contracting — bearish momentum easing.
  • 6% off 52W high · 150% above 52W low.

Mechanical read from the price + indicator series above. Not a recommendation — technical setups can reverse without warning, especially around earnings and macro events.

Valuation & score drivers

U-Score 57 · FAIR VALUE · pillar breakdown, sector model, fair-value anchor

57U-SCORE
Premium Compounder

Fundamental score breakdown

FAIR VALUE
Valuation2/30
Growth22/25
Quality18/20
Balance Sheet9/15
Cash Flow2/10
Piotroski
8/9 (+5)
Penalties
-1
Raw sum
57

Why this score?

Top U-Score contributors and drags from the latest stored fundamentals.

57/100 · FAIR VALUE

Positive drivers

  • Piotroski is strong at 8/9.
  • Quality contributes 18/20 to the score.
  • Growth contributes 22/25 to the score.

Main drags

  • Penalty bucket subtracts 1 points.
  • Valuation is weaker at 2/30; verify the latest quarterly trend.
  • Cash flow is weaker at 2/10; verify the latest quarterly trend.
Sector valuation model

Cyclical valuation: normalized earnings, not just trailing PE

Cyclical companies can look cheapest near peak profits, so IndiaPulse flags value-trap risk separately.

Cyclical normalized
Primary lens
Mid-cycle PE/EV/EBITDA using multi-year average margins or earnings.
Secondary checks
Current margin versus 5-year average, balance sheet strength, commodity cycle.
Main risk check
A low trailing PE may mean peak-cycle earnings, not true cheapness.
PE
39.4
PB
7.6
EV/EBITDA
28.7
ROE
27.0%
ROCE
35.7%
FCF Yield
Debt/Equity
0.0
MoS
+3.6%
Cyclical/value-trap warning
This sector can look cheap when profits are temporarily high. Check mid-cycle margins/earnings before relying on trailing PE.
Score movement

Stored run vs live recompute

This shows the stored score trend when snapshots exist, and also compares the latest stored nightly score with a live recompute from current fundamentals and price.

Stored run: 05 Sept 2026
v4.3-runtime-valuation
Final score
57
Previous: 57
Verdict
FAIR VALUE
Previous: FAIR VALUE
Margin of safety
+3.6%
Previous: +3.6%

Score history

12 stored score snapshots. Latest stored move: +2 points.

05 Sept 2026
v4.3-runtime-valuation
58
61
57
57
57
57
55
55
55
55
55
57

Factor attribution

No pillar movement versus the latest stored run. Historical score trend will appear after snapshot storage is enabled.

Modelled fair value

Graham Number
₹137.7
-252.4% MoS
Growth-justified P/E
39.6
Growth-justified Value
₹503.32
+3.6% MoS
PEG
0.99

Trust score

Does management behaviour match later outcomes? Claim delivery, forensic breakdown, evidence depth

Trust Score
75Healthy Trust · low confidenceTrust Lite

Trust asks: does management behaviour match later outcomes? Higher is better, but confidence and evidence depth matter as much as the number.

Healthy Trust: Claim history is still being built. It ranks around the 78th percentile of the scored universe and 76th percentile within Industrials. Main check: cash conversion is weak at 55/100.

High Trust Lite: Promoter holding is 71.5%.

Computed 05 Sept 2026
management-trust-v1
4 docs text-extracted · 1 concalls text-extracted
Score band
Healthy Trust

Generally investable credibility. Look for weak sub-scores before increasing position size.

Relative rank
78th percentile

overall median 67 · Industrials: 76th pctile, median 68 · SME: 94th pctile, median 64

Evidence depth
Financial-only

4 documents have extracted text, but claim history is not strong enough yet.

Claim delivery
Outcome history still building

0 claims extracted · No contradicted claim yet

How to read this Trust Score

Healthy Trust · low confidence
What it measures
Reliability of management and financial delivery, using financial behaviour only.
Confidence
Treat this as an early read until more concalls and outcomes are matched.
Investor use
Can support position sizing if valuation and trend also agree.

Read Trust alongside U-Score, result consistency, and technical trend. A cheap stock with weak Trust needs a larger margin of safety; a high Trust score does not make an expensive stock attractive by itself.

Forensic breakdown

Read low sub-scores as due-diligence warnings, not automatic sell signals.

Promoter
86
strong · holding, pledge, alignment
Cash flow
55
watch · profit to cash conversion
Balance sheet
88
strong · leverage and solvency
Discipline
90
strong · capital discipline
Results
55
watch · quarterly consistency

Trust positives

  • Promoter holding is 71.5%.
  • Promoter pledge is zero.
  • Debt/equity is 0.00.
  • ROCE is 35.7%.

Trust risks

  • No major Trust Lite risk flags.

Trust Lite uses financial behaviour only. Prefer claim-tested Trust when enough concall claims have later outcomes.

Financials

Full fundamentals table and 10-year revenue / profit / ROE history

Fundamentals

Valuation

P/E
39.40
P/B
7.56
EV/EBITDA
28.72
Market Cap
1120.00Cr

Profitability

ROE
27.00%
ROCE
35.70%
ROA
16.28%
Dividend Y

Growth (CAGR)

Revenue 5Y
25.00%
EPS 5Y
25.00%
Revenue 3Y
29.00%
EPS 3Y
68.00%

Balance Sheet

Debt/Equity
0.00
Interest Coverage
Altman Z
8.93
Book Value
66.30

Cash Flow

FCF Yield
FCF Positive Y
2/5
OCF
22.00 Cr
EPS TTM
12.71

Shareholding

Promoter Hold
71.54%
Promoter Pledge
0.00%
Momentum 52W
95%

Financial History

Updated 5/9/2026

Revenue

₹ Cr
No data

Net Profit

₹ Cr
No data

Return on Equity

%
No data

Peers

Business-comparable names in Industrials, ranked by similarity

Verify on:NSE India ↗
All information is for study purposes only. For investment decisions, consult your financial advisor. See Playbook for methodology.