Investor presentationSep 2026
Sep 2026 · PPT
Source: Nse
Sacheerome Ltd. (SACHEEROME)
SME CapIndustrials 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.
Data qualityFresh enough for analysisQuote updated 21 Oct, 04:45 am ISTDetails
Quote21 Oct, 04:45 am IST
Base fundamentals05 Oct 2026 · screener
Latest result25 May, 08:13 pm IST
Score21 Oct, 04:30 am IST · v4.3-runtime-valuation
Tags24 Apr 2026
Coverage12/14 · 86%
Valuation2026-07-20 · Rf 6.8% · Industrials P/E 26.2 (n=537)
Technical timing lens
Trend score and candlestick chart
51NeutralMACD −
Stock trend: 51
Sector RS: 50
Sector 3M: -6.3% vs Nifty 500 -5.6%
Industrials FPI tailwindNot confirmed
Latest mapped FPI equity flow was not positive. View sector evidence
Technical chart
SACHEEROMED candles · FIT view+30.0%Latest close ₹459.50 on 2026-10-19
Bar
-1.2%
RSI
44
MACD hist
-3.61
52W pos
73%
2026-10-19O ₹465.25H ₹466.00L ₹455.00C ₹459.50Vol 12,600 sh
Up bar
Down bar
EMA 20
EMA 50
Volume + 20D avg
Result date
RSI(14)
MACD / signal
Market context
Relative performance and chart statistics
Adjusted completed-session prices, rebased to 100
SACHEEROMENifty India ManufacturingNifty 500
- SACHEEROME
- -2.7%
- Nifty 500
- -5.6%
- Nifty India Manufacturing
- -5.8%
- Vs Nifty 500
- +2.9 pp
Chart stats
19 Oct 2026- From 52W high
- -16.9%
- 52W range position
- 73%
- ATR (14)
- 5.6%
- Volume vs 20D
- 0.57x
- Avg traded value
- ₹1 Cr
- 20D price channel
- ₹441.1 - ₹537.4
₹552.8
₹201 - ₹552.8
₹25.6
Latest completed session
20-session average
51.7% annualized volatility
Research snapshot
What the evidence says now
Mixed fundamentals, management evidence is still limited to a financial-only Trust Lite signal, price trend is neutral, and recent execution is mixed.
Suggested next step
Research, do not rush
The evidence is not strongly aligned. Compare peers and wait for a cleaner setup.
U-Score
Legacy · FAIR VALUE58
Fundamental lens: valuation, quality, growth, balance sheet, and cash flow.
Latest result
Pending data—
Revenue NDF · PAT NDF YoY
Technical
Neutral51
Price trend and sector-relative-strength timing.
Valuation
Legacy model+8.0%
Legacy margin-of-safety estimate; the revised evidence label remains in shadow validation.
Trust
Limited evidence75
Financial-only signal; management claim evidence is not sufficient yet.
Financials
Fundamentals, quarterly history, margins, returns and balance-sheet evidence
Financials
Fundamentals, quarterly history, margins, returns and balance-sheet evidence
Latest result
Quarter ended 31 Mar 2026
Pending dataYoY comparison unavailable - result verdict pending data
Filed 31 Mar 2026
Open results browser →| Metric | This quarter | YoY | QoQ |
|---|---|---|---|
| Revenue | ₹76 Cr | NDF | -1.3% |
| EBITDA | ₹17 Cr | NDF | -10.5% |
| Operating margin | 23.0% | NDF | -200 bps |
| PAT | ₹14 Cr | NDF | -6.7% |
| PAT margin | 18.4% | NDF | -106 bps |
NDF means not disclosed in the current structured filing feed. It is intentionally not treated as zero.
Fundamentals
Valuation
- P/E
- 39.40
- P/B
- 7.54
- EV/EBITDA
- 28.67
- Market Cap
- 1118.00Cr
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
- 85%
Financial History
Updated 21/10/2026
Revenue
₹ CrLatest: 76.0-1.3% vs prev
Net Profit
₹ CrLatest: 14.0-6.7% vs prev
ROE is shown only in the Annual view — quarterly equity data isn't published.
Technicals
Trend interpretation, Stage 2, relative strength, volume and indicator evidence
Technicals
Trend interpretation, Stage 2, relative strength, volume and indicator evidence
Daily technical trend read
Bearish setupTrend is weak — long-term uptrend intact. RSI 44.
- Price above SMA200 (long-term uptrend) but mid-term MAs not aligned.
- SMA20 roughly flat — short-term momentum stalled.
- RSI(14) at 44 — falling, no extreme reading.
- MACD below signal, histogram expanding negatively — bearish momentum building.
- 17% off 52W high · 121% 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.
Nifty 500 leadership
Relative Strength & Trend Stage
93
RS percentile
Stage 2 UptrendEstablished S2
1M return
-14.4%
3M return
-2.7%
6M return
+24.0%
1Y return
+113.7%
RS 1D
-1
RS 20D
-4
Sector rank
#2
Industry rank
#9
Stage evidence
- Price is 15.6% above the 30-week proxy.
- The 50-DMA is above the 30-week proxy and its slope is rising +3.9%.
50-DMA
price below
200-DMA
price above
S2 entered
27 Jul 2026
S2 age
59 trading sessions
Sector
leading
Industry
leading
Relative-strength line vs Nifty 500 (base 100)
260 observations
19 Oct 2026Value 226.22-3.48%
RS vs Nifty 500226
Valuation & peers
U-Score 58 · legacy U-Score band FAIR VALUE · valuation evidence and comparable companies
Valuation & peers
U-Score 58 · legacy U-Score band FAIR VALUE · valuation evidence and comparable companies
Premium Compounder
Fundamental score breakdown
U band · FAIR VALUEValuation2/30
Growth22/25
Quality18/20
Balance Sheet9/15
Cash Flow2/10
Piotroski
8/9 (+5)
Penalties
0
Raw sum
58
Why this score?
Top U-Score contributors and drags from the latest stored fundamentals.
58/100 · legacy band 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
- Valuation is weaker at 2/30; verify the latest quarterly trend.
- Cash flow is weaker at 2/10; verify the latest quarterly trend.
- Balance sheet is weaker at 9/15; 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.
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
7.5
EV/EBITDA
28.7
ROE
27.0%
ROCE
35.7%
FCF Yield
—
Debt/Equity
0.0
MoS
+8.0%
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: 21 Oct 2026
v4.3-runtime-valuation
Final score
58
Previous: 58
Legacy U-Score band
FAIR VALUE
Previous: FAIR VALUE
Margin of safety
+8.0%
Previous: +8.0%
Score history
12 stored score snapshots. Latest stored move: +0 points.
21 Oct 2026
v4.3-runtime-valuation
58
58
58
58
58
58
58
58
58
58
58
58
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
-233.7% MoS
Growth-justified P/E
39.3
Growth-justified Value
₹499.5
+8.0% MoS
PEG
0.99
Comparable companies
Peers
Business-comparable peers in Industrials — ranked by industry, sub-sector, theme-tag overlap, market cap, and U-Score similarity. Green cells mark the best available peer metric in this table.
Ticker
Name
Why peer
Score
PE
ROE
MoS
Verdict
MWL
Small
Mangalam Worldwide Limited
Specialty Chemicals
match 161
55
21.5
18.0%
+44%
FAIR VALUE
OCCLLTD
Small
OCCL Limited
Specialty Chemicals
match 160
63
12.9
12.2%
+68%
UNDERVALUED
SRHHYPOLTD
Small
Sree Rayalaseema Hi-Strength Hypo Limited
Specialty Chemicals
match 159
71
9.4
10.5%
+69%
UNDERVALUED
PARAGON
SME
Paragon Fine and Speciality Chemical Ltd.
Specialty Chemicals
match 159
58
10.9
9.6%
+72%
FAIR VALUE
KRONOX
Small
Kronox Lab Sciences Limited
Specialty Chemicals
match 159
58
26.7
26.8%
+34%
FAIR VALUE
Business, management & trust
Growth engines, risks, management commitments and evidence-backed delivery
Business, management & trust
Growth engines, risks, management commitments and evidence-backed delivery
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.
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
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
| Checkpoint | Current evidence | What to verify next |
|---|---|---|
| YEIDA Plant Commissioning | Construction underway, machinery identified and ordered. | Timelines for completion and commencement of commercial operations of the new facility. |
| Export Sales Growth | 6.19% of total revenue in FY26. | Continued expansion into Middle East, GCC, and North American markets, and its contribution to overall revenue. |
| Flavours Segment Contribution | Contributed 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 Output | 59 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.
Trust Score
75Limited evidence · 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.
Limited evidence: 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.
This is a financial-behaviour screen, not a claim-tested management reliability verdict.
Computed 05 Sept 2026
management-trust-v1
4 docs text-extracted · 1 concalls text-extracted
Score band
Limited evidence
Financial behaviour is scored, but management claims do not yet have enough outcome checks.
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
Limited evidence · low confidenceWhat 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.
Continue researching Sacheerome Ltd.
Important announcements & filings
Latest exchange and company disclosures found within the past two years.
Open source ↗
Annual reportSep 2026
Sep 2026 · Shareholders meeting 1 Sep - Notice of 34th AGM and FY 2025-26 annual report; AGM on September 24, 2026 at 11:30 a.m.
Source: Nse
Concall transcriptJun 2026
Jun 2026 · Transcript
Source: Company Ir
Investor presentationJun 2026
Jun 2026 · PPT
Source: Nse
Annual report
Annual Report 2026
Source: Nse
Investor presentationDec 2025
Dec 2025 · PPT
Source: Nse
Concall transcriptDec 2025
Dec 2025 · Transcript
Source: Nse
Investor presentationAug 2025
Aug 2025 · PPT
Source: Nse
Annual report
Annual Report 2025
Source: Nse
All information is for study purposes only. For investment decisions, consult your financial advisor. See Playbook for methodology.