Edelweiss Financial Services logo

Edelweiss Financial Services

EDELWEISS NSE

Key Fundamentals

MicrocapHolding CompanyFinancial Services
Market Cap
₹12,456 Cr
Volatility
Moderate
P/E Ratio
20.79
EBITDA
₹3,539 Cr
Return on Equity
11.45%
Debt to Equity
4.02
Book Value
₹48.84
EPS
₹4.55
52W High
₹140.9
52W Low
₹98

Tapetide Score

Data-driven rating, 0–100. How it works →

Key Insights

Strengths

3
  • Company is expected to give good quarter
  • Company has delivered good profit growth of 19.3% CAGR over last 5 years
  • Company has been maintaining a healthy dividend payout of 30.9%

Weaknesses

4
  • Stock is trading at 2.71 times its book value
  • Company has low interest coverage ratio.
  • The company has delivered a poor sales growth of 0.05% over past five years.
  • Company has a low return on equity of 9.83% over last 3 years.

Growth Rate

Revenue Growth
14.14% higher than 3Y
Net Income Growth
27.01% higher than 3Y
Cash Flow Change
-73.48% lower than 3Y
ROE
26.52% higher than 3Y
ROCE
-3.86% lower than 3Y
EBITDA Margin (Avg.)
-11.06% lower than 3Y

AI Analysis — Bull vs Bear

Anthropic anthropic claude-opus-4.6 44d ago
AI opinion · based on fundamentals
Risk high

Edelweiss Financial Services Ltd has a market cap of ₹10,954 Cr trading at a PE of 16x and PB of 2.35x. The company has shown strong recent profit growth of 53% TTM but continues to struggle with near-flat revenue growth at -0.67% CAGR over five years, while ROE has improved to 14% in the last year from a 5-year average of 7%.

Bull Case 8
  • Strong TTM profit growth of 53% indicates significant earnings acceleration in the recent period
  • 5-year compounded profit CAGR of 18% demonstrates sustained earnings improvement over a longer horizon
  • ROE has improved sharply to 14% in the last year compared to 7% over 5 years and 5% over 10 years, suggesting operational turnaround
  • PE of 16x is relatively modest for a financial services company showing double-digit profit growth
  • Healthy dividend payout ratio of 30.9% with a current yield of 1.3% provides income visibility
  • Stock price CAGR of 34% over 3 years reflects market recognition of the business transformation
  • Company is expected to deliver a good upcoming quarter based on current trajectory
  • TTM sales growth has recovered to 11% after years of stagnation, signaling potential revenue inflection
Bear Case 8
  • 5-year compounded sales growth is negative at -0.67%, indicating a persistent top-line challenge
  • Low interest coverage ratio raises concerns about debt servicing ability in a financial services business
  • 3-year average ROE of only 9.63% remains below the cost of equity for most financial services firms
  • 10-year compounded profit CAGR of just 4% shows the recent surge may not be sustainable over cycles
  • 10-year stock CAGR of only 7% suggests prolonged periods of value destruction for long-term holders
  • 5-year sales CAGR of -1% contrasts sharply with 18% profit CAGR, raising questions about earnings quality and sustainability
  • PB of 2.35x is elevated relative to a 3-year ROE of only 10%, implying limited margin of safety
  • Debt-to-equity ratio is unavailable, limiting visibility into leverage risk in a capital-intensive financial services model

This is AI-generated analysis, not financial advice. Do your own due diligence.

AI News Digest

Anthropic anthropic claude-opus-4.6 42d ago
Positives 1
  • US advisory subsidiary incorporated Jul 8

    Edel Investments Limited incorporated Edelweiss Investments & Advisory Services Inc. in the US on July 2, 2026, to provide investment advisory activities, signaling international expansion.

Neutral 1
  • Q1FY27 earnings call Aug 6 Jul 30

    Edelweiss will host its Q1FY27 earnings call on August 6, 2026, to discuss results for the quarter ended June 30, 2026.

TL;DR: Edelweiss is expanding its footprint internationally with a new US-based advisory subsidiary, which signals strategic ambition beyond domestic markets. No headwinds surfaced in recent news. The earnings call on Aug 6 will be the next catalyst for clarity on financial performance and growth trajectory.

Quarterly Results

Particulars Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales
1,979
2,156
2,398
2,926
2,293
2,795
1,898
2,280
2,246
1,861
4,400
1,918
2,328
Expenses
1,262
1,366
1,566
2,058
1,497
1,814
1,168
1,553
1,449
1,255
3,202
1,420
1,736
Operating Profit
717
790
832
869
796
981
730
727
797
606
1,198
498
593
OPM %
36%
37%
35%
30%
35%
35%
38%
32%
35%
33%
27%
26%
25%
Other Income
17
9
17
100
43
47
99
63
35
39
221
69
124
Interest
680
662
727
718
701
673
613
550
686
655
589
561
558
Depreciation
30
31
32
33
34
36
34
43
36
36
37
35
36
PBT
24
106
89
218
105
319
181
196
110
-46
792
-29
123
Tax %
-224%
11%
-71%
7%
19%
57%
14%
19%
7%
-479%
66%
-555%
-10%
Net Profit
78
95
152
203
85
137
155
158
103
175
270
132
134
EPS in Rs
0.54
0.81
1.33
1.79
0.62
1.17
1.32
1.11
0.71
1.36
2.79
0.93
1.29
Figures in ₹ Crores

Profit & Loss

Particulars Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
Sales
3,887
5,256
6,604
8,878
11,078
9,513
10,775
7,151
8,500
9,523
9,393
10,802
10,508
Expenses
1,481
1,987
2,759
3,592
4,507
7,034
6,609
3,947
5,667
6,252
6,033
7,327
7,613
Operating Profit
2,406
3,269
3,845
5,286
6,571
2,479
4,166
3,204
2,833
3,271
3,360
3,475
2,895
OPM %
62%
62%
58%
60%
59%
26%
39%
45%
33%
34%
36%
32%
28%
Other Income
7
12
15
42
88
89
74
158
264
79
126
-13
452
Interest
1,832
2,620
2,810
3,876
4,783
4,793
3,834
2,984
2,575
2,786
2,537
2,492
2,364
Depreciation
72
90
106
104
132
232
260
151
138
126
147
144
144
PBT
510
571
943
1,349
1,744
-2,457
146
227
385
437
802
827
840
Tax %
40%
41%
42%
38%
40%
-17%
-74%
7%
-5%
-21%
33%
18%
—
Net Profit
326
383
563
837
1,044
-2,044
254
212
406
528
536
680
712
EPS in Rs
4.15
5.09
7.32
9.43
10.67
-21.89
2.84
2
3.65
4.46
4.22
5.78
6.37
Div. Payout %
24%
25%
18%
14%
12%
0%
49%
69%
39%
32%
35%
26%
—
Figures in ₹ Crores

Balance Sheet

Particulars Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital
79
81
83
87
89
89
89
90
90
90
92
95
Reserves
3,081
3,593
4,246
6,796
7,588
6,040
6,488
6,448
6,654
4,672
4,333
4,528
Borrowings
23,540
27,773
33,379
48,964
46,148
36,657
28,436
22,768
21,791
20,358
18,004
18,595
Other Liabilities
3,780
5,537
7,115
7,473
10,076
11,230
11,121
13,758
15,346
17,594
18,853
19,818
Total Liabilities
30,481
36,985
44,823
63,321
63,900
54,016
46,134
43,063
43,882
42,714
41,282
43,037
Fixed Assets
559
664
637
1,055
1,265
2,345
1,781
1,597
1,367
1,290
1,271
1,142
CWIP
106
30
101
42
44
43
13
20
25
36
18
21
Investments
2,792
2,696
6,878
7,887
12,713
10,012
12,882
14,139
17,162
18,491
17,574
19,881
Other Assets
27,023
33,594
37,208
54,336
49,879
41,615
31,458
27,307
25,327
22,897
22,419
21,992
Total Assets
30,481
36,985
44,823
63,321
63,900
54,016
46,134
43,063
43,882
42,714
41,282
43,037
Figures in ₹ Crores

Cash Flow

Particulars Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Operating
-9,183
-3,762
-497
-12,969
5,685
12,098
3,458
5,592
2,891
2,894
3,384
897
Investing
-867
-62
-4,323
-530
-1,312
199
4,085
-1,058
-425
-482
3,794
-963
Financing
10,019
3,802
5,112
14,868
-3,665
-10,471
-8,587
-6,444
-1,708
-2,785
-4,828
-1,936
Net Cash Flow
-31
-22
292
1,369
708
1,827
-1,044
-1,910
757
-373
2,350
-2,002
Free Cash Flow
-9,389
-3,881
-647
-13,092
5,500
12,098
3,594
5,532
2,813
2,806
3,247
827
CFO/OP
-372
-104
0
-235
96
488
89
183
104
93
105
36
Figures in ₹ Crores

Ratios

Particulars Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days
41
36
61
124
91
50
17
24
18
14
15
16
Cash Conversion Cycle
41
36
61
124
91
50
17
24
18
14
15
16
Working Capital Days
-160
48
96
-258
-276
-238
-221
-479
-472
-494
-538
-418
ROCE %
11%
11%
11%
11%
12%
5%
10%
10%
10%
12%
13%
14%

Insights

Beta

AI-extracted from concalls & annual reports · figures as reported, with sources

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Shareholding Pattern

Promot.32.26%Public28.61%DIIs7.25%Others12.40%FIIs19.47%As ofJun 2026
6.68% of promoter holding pledged as of Jun 2026

Documents

Frequently Asked Questions about Edelweiss Financial Services

What does Edelweiss Financial Services Ltd do?
Incorporated in 1995, Edelweiss Financial Services Ltd provides Investment Banking and Advisory Services and holding company activities[1]
Where is Edelweiss Financial Services Ltd (EDELWEISS) listed?
Edelweiss Financial Services Ltd trades as EDELWEISS on the NSE and under code 532922 on the BSE.
Which sector does Edelweiss Financial Services Ltd belong to?
Edelweiss Financial Services Ltd is classified under the Financial Services sector, in the Holding Company industry.
What is the market capitalisation of Edelweiss Financial Services Ltd?
Edelweiss Financial Services Ltd has a market capitalisation of ₹12,456 Cr, which places it in the Mid Cap band.
What is the PE ratio of Edelweiss Financial Services Ltd?
Edelweiss Financial Services Ltd trades at a PE ratio of 20.79, on earnings per share of ₹4.55, against a book value of ₹48.84 per share.
What is the 52-week high and low of Edelweiss Financial Services Ltd?
Over the last 52 weeks Edelweiss Financial Services Ltd has traded between ₹98 and ₹140.9.
Does Edelweiss Financial Services Ltd pay dividends?
Edelweiss Financial Services Ltd has a dividend yield of 1.11%.
What is the Return on Equity (ROE) of Edelweiss Financial Services Ltd?
Edelweiss Financial Services Ltd reported a return on equity of 11.45%. Its debt-to-equity ratio is 4.02.

Company Information

Incorporated in 1995, Edelweiss Financial Services Ltd provides Investment Banking and Advisory Services and holding company activities[1]

Website edelweissfin.com
CEO Mr. Rashesh Chandrakant Shah
Employees 5,764
Listed 2007-12-12
Face Value ₹ 1
Issued Size 94,64,73,324

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