As of 6 Nov 2026, Hercules Investments trades at 47.4× trailing earnings, above the industry P/E of 25.9×, and the shares are 38% below their 52-week high. Sales and net profit fell 62% and 58% a year over 3 years, with ROCE of 1.1% and ROE of 1.4%. Its dividend yield is 2.1%. It is a small-cap company with a market cap of ₹372 Cr, ranked 37th of 69 Asset Management companies by market cap; the shares fell 34% over the past year.
- ₹123.00
- ₹124.00
- ₹116.00
- ₹118.10
- 8.4K
Health check
- ReturnsBehind
−33.7% over a year, better than 0 of 7 peers.
- Price tagPricier
P/E 47.4 vs industry 25.9.
- GrowthShrinking
Sales −62.3%, profit −57.9% a year over 3 years.
- ProfitabilityWeak
ROCE 1.1% vs peer median 38.5%.
- Balance sheetFair
Piotroski 6 of 9.
- Red flags3 to check
Return on equity is low at 1.4%.
Small cap
Market sensitivity
Key metrics
- Market cap
- ₹372 Cr
- Small cap
- P/E
- 47.4
- Industry 25.9
- Price to book
- 0.46
- Peers 13.19
- Dividend yield
- 2.15%
- ROE
- 1.4%
- Peers 35.3%
- ROCE
- 1.1%
- Peers 38.5%
- Debt to equity
- n/a
- Debt ₹0.00 Cr
- EPS (TTM)
- ₹2.45
- OPM (TTM)
- 97.0%
- Net margin 92.5%
- Sales growth
- n/a
- Year-ago quarter not reported
- Profit growth
- +73.5%
- Latest quarter vs a year ago
- Price to sales
- 29.56
- EV/EBITDA −44.5
Strengths and risks
Strengths
- Dividend yield of 2.15%.
- Quarterly profit up 73.5% on a year ago.
- Net margin of 92.5%.
Risks to check
- Return on equity is low at 1.4%.
- P/E of 47.4 against an industry P/E of 25.9.
- 38% below its 52-week high.
About Hercules Investments
Hercules Investments Limited, a core investment company, engages in the investment management business in India. It holds and manages investment portfolios, as well as invests in securities of group companies. The company was formerly known as Hercules Hoists Limited and changed its name to Hercules Investments Limited in September 2025. Hercules Investments Limited was incorporated in 1962 and is based in Mumbai, India.
- Headquarters
- Mumbai
- Employees
- 3
- Sector
- Financial Services
- ISIN
- INE688E01024
- Website
- herculeshoists.in
Price range
- Avg volume (3M)
- 7.8K
- 1-year return
- minus 33.7%
- From 52-week high
- minus 38.2%
Peers · Asset Management
| Company | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JIOFINJio Financial Services | 231.20 | plus 0.69% | 1,58,445 | 87.9 | 1.19 | 1.7% | 1.3% | 75.8% | 431.5% | 268.2% | 0.26% | minus 23.9% |
| ICICIAMCICICI Prudential Asset Management Company | 2,935.80 | minus 1.45% | 1,45,104 | 41.1 | 27.16 | 98.3% | 76.2% | 74.1% | 28.9% | 29.6% | 1.44% | plus 13.5% |
| BAJAJHLDNGBajaj Holdings & Investment | 11,044.00 | plus 1.80% | 1,22,913 | 13.2 | 1.67 | – | 11.6% | 78.8% | 19.0% | 25.7% | 1.18% | minus 10.3% |
| HDFCAMCHDFC Asset Management Company | 2,649.80 | plus 0.37% | 1,13,701 | 38.3 | 13.19 | 38.5% | 36.4% | 81.4% | 23.9% | 26.2% | 2.04% | minus 2.3% |
| SBIFUNDSSBI Funds Management | 499.55 | minus 1.30% | 1,01,750 | 33.3 | 13.47 | – | 40.4% | 78.5% | – | – | 0.00% | minus 18.1% |
| NAM-INDIANippon Life India Asset Management | 1,065.20 | minus 0.37% | 68,177 | 42.8 | 14.29 | 40.0% | 35.3% | 67.3% | 26.1% | 28.3% | 2.07% | plus 21.3% |
| 360ONE360 ONE WAM | 1,145.00 | plus 0.36% | 49,107 | 38.7 | 4.50 | 13.5% | 12.7% | 47.3% | 24.0% | 22.7% | 1.18% | plus 5.7% |
| HERCULESHercules Investments | 116.20 | minus 1.61% | 372 | 47.4 | 0.46 | 1.1% | 1.0% | 48.7% | −62.3% | −57.9% | 2.15% | minus 33.7% |
| Median of 7 peers | – | 0.36% | 1,13,701 | 38.7 | 13.19 | 38.5% | 35.3% | 75.8% | 25.0% | 27.2% | 1.18% | −2.3% |
Quarterly results
| ₹ Cr | Jun 25 | Sep 25 | Dec 25 | Mar 26 | Jun 26 |
|---|---|---|---|---|---|
| – | – | – | 0.3 | – | |
| – | – | – | 0.3 | – | |
| −0.1 | −0.2 | −0.2 | −0 | −0.2 | |
| – | – | – | −3.2% | – | |
| 0.2 | 5.5 | 3 | 0 | 0.4 | |
| – | – | – | – | 0 | |
| 0 | – | – | – | – | |
| 0 | 5.2 | 2.7 | 0 | 0.2 | |
| 119.8% | 1.0% | 4.1% | 451.7% | 42.5% | |
| −0 | 5.2 | 2.6 | −0.1 | 0.1 | |
| – | 1.62 | 0.82 | -0.03 | 0.04 |
Profit & loss
- Sales CAGR 3Y
- −62.3%
- Profit CAGR 3Y
- −57.9%
- EPS CAGR 3Y
- −57.9%
- ROE
- 1.4%
| ₹ Cr | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|
| 149 | – | 5.3 | 8 | |
| 130 | – | 0.3 | 0 | |
| 19.6 | 0 | 5 | 8 | |
| 13.1% | – | 93.6% | 99.5% | |
| 10.3 | 9.4 | 0.5 | 0.1 | |
| 0.5 | 0.6 | – | 0 | |
| 4 | 0 | 0 | 0 | |
| 90.7 | 0.3 | 0.1 | – | |
| 116 | 9.1 | 5.7 | 8 | |
| 11.0% | 3.0% | 1.5% | 3.9% | |
| 103 | 8.8 | 5.6 | 7.7 | |
| – | minus 91.5% | minus 36.8% | +38.3% | |
| 32.28 | 2.76 | 1.74 | 2.41 |
Forecast
Balance sheet
| ₹ Cr | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|
| 3.2 | 3.2 | 3.2 | 3.2 | |
| 703 | 726 | 843 | 688 | |
| 6.7 | 5.4 | – | 0 | |
| 60.4 | 47.1 | 93.7 | 62.5 | |
| 774 | 782 | 940 | 754 | |
| 34.7 | 0 | 0 | 0 | |
| 646 | 763 | 928 | 734 | |
| 32.6 | 8.6 | 10.9 | 18.8 | |
| 60.9 | 10 | 1.2 | 1.4 | |
| 774 | 782 | 940 | 754 |
Cash flow
| ₹ Cr | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|
| – | 11.7 | −1.1 | 7.6 | −1.1 | |
| – | −0.5 | 9.1 | 6 | 0.3 | |
| – | −9.2 | −8 | −12.8 | – | |
| – | 2 | – | 0.8 | −0.8 | |
| −4.9 | −4.7 | −3 | – | – | |
| – | 7 | −1.1 | 7.6 | −1.1 | |
| −7.2 | −7.5 | −8 | −12.8 | – |
Shareholding pattern
This company is listed only on BSE, so there’s no NSE category split. See Major shareholders below for the named holders.
Major shareholders
Filings & events
News
No recent news coverage found.