Investor presentationJun 2026
Jun 2026 · PPT
Source: Nse
Sellowrap Industries Ltd. (SELLOWRAP)
SME CapAuto stocks · SME cap · NSE
SK Group (Sellowrap Industries & Sellowrap EPP) is a leading manufacturer of auto components, supplying major OEMs across India and globally. It offers a diversified portfolio including Plastic Injection Moulding, Screen Sealing, Foams, PU molding, and Rubber EPP. 25% of products are exported to automotive giants like Jaguar Land Rover, Renault, Nissan, and Stellantis.
₹60
+0.00 · +0.00%
Market cap ₹85.2 Cr
Data qualityFresh enough for analysisQuote updated 21 Oct, 03:31 pm ISTDetails
Quote21 Oct, 03:31 pm IST
Base fundamentals06 Oct 2026 · screener
Latest result16 Aug, 12:48 am IST
Score21 Oct, 04:30 am IST · v4.3-runtime-valuation
Tags24 Apr 2026
Coverage13/14 · 93%
Valuation2026-07-20 · Rf 6.8% · Auto P/E 25.7 (n=127)
Technical timing lens
Trend score and candlestick chart
28Bearishfull bear SMA stack · SMA20 -5.1% / mo · MACD − · near 52W low · sector -2.2pp vs Nifty 500 (3M)
Stock trend: 18
Sector RS: 44
Sector 3M: -7.8% vs Nifty 500 -5.6%
Auto FPI tailwindNot confirmed
Latest mapped FPI equity flow was not positive. View sector evidence
Technical chart
SELLOWRAPD candles · FIT view-17.2%Latest close ₹60.00 on 2026-10-19
Bar
-2.4%
RSI
40
MACD hist
-0.17
52W pos
4%
2026-10-19O ₹61.50H ₹61.50L ₹60.00C ₹60.00Vol 17,600 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
SELLOWRAPNifty AutoNifty 500
- SELLOWRAP
- -6.3%
- Nifty 500
- -3.9%
- Nifty Auto
- -6.0%
- Vs Nifty 500
- -2.4 pp
Chart stats
19 Oct 2026- From 52W high
- -57.0%
- 52W range position
- 2%
- ATR (14)
- 3.5%
- Volume vs 20D
- 0.72x
- Avg traded value
- ₹0.2 Cr
- 20D price channel
- ₹58.4 - ₹70.6
₹139.7
₹58.4 - ₹139.7
₹2.1
Latest completed session
20-session average
44.2% annualized volatility
Research snapshot
What the evidence says now
Investable fundamentals, management evidence is still limited to a financial-only Trust Lite signal, price trend argues for patience, and recent execution is weak.
Suggested next step
Check latest quarters
Result consistency is weak; verify whether the thesis is improving or deteriorating.
U-Score
Legacy · UNDERVALUED64
Fundamental lens: valuation, quality, growth, balance sheet, and cash flow.
Latest result
Bad0
Revenue +39.5% · PAT -26.3% YoY
Technical
Bearish28
Price trend and sector-relative-strength timing.
Valuation
Legacy model+77.1%
Legacy margin-of-safety estimate; the revised evidence label remains in shadow validation.
Trust
Limited evidence63
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 30 Jun 2026
Bad · 0/100PAT -26% YoY · margin compression · Rev +40% YoY
Filed 30 Jun 2026
Open results browser →| Metric | This quarter | YoY | QoQ |
|---|---|---|---|
| Revenue | ₹59.9 Cr | +39.5% | -11.8% |
| EBITDA | ₹3.8 Cr | -41.0% | -38.5% |
| Operating margin | 6.3% | -864 bps | -274 bps |
| PAT | ₹2.2 Cr | -26.3% | +24.4% |
| PAT margin | 3.7% | -326 bps | +107 bps |
NDF means not disclosed in the current structured filing feed. It is intentionally not treated as zero.
Fundamentals
Valuation
- P/E
- 9.01
- P/B
- 0.95
- EV/EBITDA
- 4.20
- Market Cap
- 85.20Cr
Profitability
- ROE
- 14.80%
- ROCE
- 14.40%
- ROA
- 4.89%
- Dividend Y
- —
Growth (CAGR)
- Revenue 5Y
- 28.00%
- EPS 5Y
- 65.00%
- Revenue 3Y
- 16.00%
- EPS 3Y
- 55.00%
Balance Sheet
- Debt/Equity
- 0.50
- Interest Coverage
- 7.33×
- Altman Z
- 2.88
- Book Value
- 65.40
Cash Flow
- FCF Yield
- —
- FCF Positive Y
- 2/5
- OCF
- -14.00 Cr
- EPS TTM
- 6.80
Shareholding
- Promoter Hold
- 69.22%
- Promoter Pledge
- 0.00%
- Momentum 52W
- 0%
Financial History
Updated 21/10/2026
Revenue
₹ CrLatest: 200+24.2% vs prev
Net Profit
₹ CrLatest: 10.0+0.0% vs prev
Return on Equity
%Latest: 11.1-41.1% vs prev
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
NeutralTrend is undirectional — long-term trend unclear. RSI 40.
- SMA20 falling (~5.4% over last month) — short-term momentum negative.
- RSI(14) at 40 — sideways, no extreme reading.
- MACD below signal but histogram contracting — bearish momentum easing.
- Within 5% of 52-week low — testing support.
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
43
RS percentile
Stage 4 Downtrend
1M return
-11.1%
3M return
-15.3%
6M return
-14.5%
1Y return
-
RS 1D
+6
RS 20D
+8
Sector rank
#5
Industry rank
#30
Stage evidence
- Price is 13.7% below the 30-week proxy.
- The 50-DMA is below the 30-week proxy and its slope is falling -3.3%.
- Both 3-month and 6-month returns are negative.
50-DMA
price below
200-DMA
price below
Sector
neutral
Industry
weakening
Partial-history RS: the 3M and 6M weights are re-normalised because 12M history is unavailable.
Relative-strength line vs Nifty 500 (base 100)
195 observations
19 Oct 2026Value 64.14+1.02%
RS vs Nifty 50064
Valuation & peers
U-Score 64 · legacy U-Score band UNDERVALUED · valuation evidence and comparable companies
Valuation & peers
U-Score 64 · legacy U-Score band UNDERVALUED · valuation evidence and comparable companies
Deep Value
Fundamental score breakdown
U band · UNDERVALUEDValuation30/30
Growth22/25
Quality7/20
Balance Sheet9/15
Cash Flow1/10
Piotroski
6/9 (+3)
Penalties
-8
Raw sum
64
Why this score?
Top U-Score contributors and drags from the latest stored fundamentals.
64/100 · legacy band UNDERVALUED
Positive drivers
- Fair-value margin of safety is positive at 77.1%.
- Valuation contributes 30/30 to the score.
- Growth contributes 22/25 to the score.
Main drags
- Penalty bucket subtracts 8 points.
- Cash flow is weaker at 1/10; verify the latest quarterly trend.
- Quality is weaker at 7/20; verify the latest quarterly trend.
Sector valuation model
Consumer valuation: PE/PEG and brand-quality premium
Consumer franchises can deserve higher multiples, but only when growth quality supports them.
Primary lens
PE and PEG relative to growth, ROE, margins, and brand strength.
Secondary checks
Volume growth, pricing power, distribution, same-store or category growth.
Main risk check
Premium valuation needs durable growth and margin resilience.
PE
9.0
PB
0.9
EV/EBITDA
4.2
ROE
14.8%
ROCE
14.4%
FCF Yield
—
Debt/Equity
0.5
MoS
+77.1%
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
64
Previous: 64
Legacy U-Score band
UNDERVALUED
Previous: UNDERVALUED
Margin of safety
+77.1%
Previous: +77.1%
Score history
12 stored score snapshots. Latest stored move: +0 points.
21 Oct 2026
v4.3-runtime-valuation
64
64
64
64
63
63
64
64
64
64
64
64
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
₹100.03
+40.0% MoS
Growth-justified P/E
38.5
Growth-justified Value
₹262.14
+77.1% MoS
PEG
0.15
Comparable companies
Peers
Business-comparable peers in Auto — 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
SHREEOSFM
SME
Shree OSFM E-Mobility Ltd.
Auto Components
match 140
63
12.3
8.8%
+73%
UNDERVALUED
PREMIUM
SME
Premium Plast Ltd.
Auto Components
match 137
32
55.1
14.5%
-43%
WATCHLIST
UWCSL
SME
Ultra Wiring Connectivity System Ltd.
Auto Components
match 137
53
19.2
14.1%
+50%
FAIR VALUE
FORGEAUTO
SME
Forge Auto International Ltd.
Auto Components
match 135
37
8.9
17.7%
-15%
WATCHLIST
DELTIC
SME
Delta Autocorp Ltd.
Auto Components
match 134
35
8.9
8.1%
-14%
WATCHLIST
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 under stressReviewed 2026-08-23T07:19:47.173Z
Management commentary snapshot
Sellowrap reported strong H2FY26 revenue from operations of ₹11,423.32 Lakhs, growing 31.07% YoY and 31.93% H-o-H. However, profitability faced transient pressures from geopolitical supply disruptions, forex volatility, and new labor regulations, leading to a decline in H2FY26 EBITDA margin to 11.87%.
While Sellowrap demonstrated robust top-line growth, H2FY26 profitability was impacted by significant external headwinds. Management has identified these pressures and initiated a four-pronged corrective strategy, including pricing revisions and automation, which are crucial for margin recovery and sustaining long-term growth. The underlying business model and OEM relationships appear intact.
Current business mix
Revenue by Product
Latest issuer-disclosed distribution across 5 reported categories.
Injection Molding44.5%
Water Shield27.1%
Foam20.9%
BOP6.4%
Link Rod1.1%
Growth engines
Diversified Product Portfolio
Offers Plastic Injection Moulding, Screen Sealing, Foams, PU molding, Rubber EPP, catering to automotive and non-automotive industries.
Global Reach & Exports
25% of products are exported to automotive giants like Jaguar Land Rover, Renault, Nissan, and Stellantis, reaching markets in UK, Europe, North America, Brazil, Japan, and China.
Strategic Joint Venture
Partnership with KANEKA Corporation and MITSUI & Co. since 2005 for EPP solutions, including automotive parts like bumper cores and tool kits.
Proximity to OEMs
Manufacturing plants spread across key automotive hubs (NCR, Maharashtra, Tamil Nadu, Gujarat) ensuring proximity to major OEMs and Tier-1 customers.
Tailwinds
Indian Auto Component Industry Growth
The Indian auto component industry expanded at a strong 14% CAGR from FY20 to FY25, establishing an $80 Billion market base.
Export Horizon
Indian auto component exports scaled 1.5x to $23 Billion by FY25, on a path to hit $100 Billion by FY2030, aspiring to grow at a CAGR of ~35%.
Localization Tailwinds
Localization tailwinds in the Indian auto component industry remain firmly in the company's favor.
Strong OEM Relationships
Management states that OEM relationships remain strong.
Headwinds
Geopolitical Conflict & Supply Disruptions
US-Israel airstrikes on Iran caused Strait of Hormuz traffic to fall ~70%, triggering energy price shocks and shipping chaos, impacting production of plastics, rubber & chemical compounds.
Forex Volatility & Raw Material Cost Escalation
INR depreciated 10%+ (₹85.53 to ₹94.71) from Mar 2025 to Mar 2026, inflating import-linked input costs. Polymer prices rose due to supply disruptions and rising feedstock costs.
New Labour Code Implementation
New 50% wage definition requires immediate salary restructuring; higher PF & gratuity liabilities add near-term cost pressure, especially for MSMEs & auto ancillaries.
Manpower Shortage & Productivity Pressure
Demand for skilled talent outpaces supply, leading to unfilled critical roles. Contractual workers show higher absenteeism, impacting throughput.
Risk radar
Persistent Geopolitical Uncertainty
Management acknowledges that geopolitical uncertainty may persist in the near term.
Continued Forex Volatility
Management acknowledges that forex volatility may persist in the near term.
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
Both Half-on-Half (H-o-H) and Year-on-Year (YoY) comparisons are provided and relevant. YoY is important for understanding performance against seasonal trends in the auto sector, while H-o-H provides insight into sequential momentum and the immediate impact of recent operational challenges and corrective measures.
Sector KPIs management disclosed
Revenue from Operations
H2FY26 Revenue from Operations was ₹11,423.32 Lakhs, a 31.07% increase YoY and 31.93% increase H-o-H.
EBITDA Margin
H2FY26 EBITDA margin was 11.87%, down from 12.34% in H2FY25 and 14.44% in H1FY26. Full year FY26 EBITDA margin was 12.96% vs 12.66% in FY25.
Exports Contribution
Exports accounted for 22.6% of total revenue in H2FY26.
Order Book
Current order book stands at ₹275 Cr+.
Management forward view
Operational Resilience & Revenue Milestone
FY26 tested operational resilience, but the company crossed a significant revenue milestone with margins improving over the prior year (FY26 EBITDA % 12.96% vs FY25 12.66%).
Structural Corrective Measures
Corrective measures initiated on pricing, automation, talent, and cost discipline are structural, not merely reactive, positioning the company as more capable.
Easing Headwinds & FY27 Focus
Headwinds are easing, and the company enters FY27 focused on delivering sustainable, margin-accretive growth for all stakeholders.
Investments for Future Growth
Investments made in people, processes, and automation position the company well for the next phase of growth.
Thesis monitor
Numbers and claims to verify in the next filings
| Checkpoint | Current evidence | What to verify next |
|---|---|---|
| EBITDA Margin Recovery | H2FY26 EBITDA margin at 11.87%. | Evidence of margin expansion in FY27, driven by successful cost optimization, automation, and pricing pass-throughs. |
| Impact of Automation & Strategic Hiring | Investment in process automation underway; targeted hiring of experienced, multi-skilled operators. | Reduction in reliance on contractual workforce, improved output per head, and lower defect rates. |
| Export Growth Trajectory | Exports are 22.6% of revenue, with an industry aspiration for 35% CAGR. | Sustained growth in export volumes and contribution to overall revenue, especially to North America and Europe. |
| Order Book Conversion & New Wins | Current order book of ₹275 Cr+. | Timely execution of existing orders and announcement of new significant order wins from OEMs. |
Verification checkpoints are IndiaPulse research interpretation, not investment advice.
Trust Score
63Limited 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 38th percentile of the scored universe and 24th percentile within Auto. Main check: cash conversion is weak at 40/100.
This is a financial-behaviour screen, not a claim-tested management reliability verdict.
Computed 05 Sept 2026
management-trust-v1
4 docs text-extracted · 2 concalls text-extracted
Score band
Limited evidence
Financial behaviour is scored, but management claims do not yet have enough outcome checks.
Relative rank
38th percentile
overall median 67 · Auto: 24th pctile, median 74 · SME: 45th 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
Acceptable, but check the weakest sub-score before increasing exposure.
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
40
weak · profit to cash conversion
Balance sheet
81
strong · leverage and solvency
Discipline
68
acceptable · capital discipline
Results
41
weak · quarterly consistency
Trust positives
- ▸Promoter holding is 69.2%.
- ▸Promoter pledge is zero.
Trust risks
- ▸Operating cash flow is negative at ₹-14 Cr.
- ▸2 latest quarters had PAT decline worse than 25% YoY.
Trust Lite uses financial behaviour only. Prefer claim-tested Trust when enough concall claims have later outcomes.
Continue researching Sellowrap Industries Ltd.
Important announcements & filings
Latest exchange and company disclosures found within the past two years.
Open source ↗
Concall transcriptJun 2026
Jun 2026 · Transcript
Source: Nse
Annual reportMar 2026
Mar 2026 · Annual Report 2026
Source: Nse
Concall transcriptJan 2026
Jan 2026 · Transcript
Source: Nse
Investor presentationJan 2026
Jan 2026 · PPT
Source: Nse
All information is for study purposes only. For investment decisions, consult your financial advisor. See Playbook for methodology.