Welspun Investments and Commercials Limited chart

Last update: 2022-06-03
Key statistics and financials
Revenue per share 11.53
Dividend & YieldN/A₹ (N/A)
Beta 1.02
Market capitalization 1.08B
Operating cash flow -13.13M
ESG Scores unknown

Company description

Welspun Investments and Commercials Limited invests and deals in shares and securities in India. It is also involved in the trading of textile products and commodities. The company was formerly known as Welspun Investments Limited and changed its name to Welspun Investments and Commercials Limited in March 2010. Welspun Investments and Commercials Limited was incorporated in 2008 and is based in Mumbai, India. Welspun Investments and Commercials Limited is a subsidiary of Welspun Group Master Trust.

Sector: Financial Services - Industry: Capital Markets

Financial data

Financial Statements

Cashflow Statement 2019-03-31 2020-03-31 2021-03-31 2022-03-31
Change To Liabilities 318.04k 76.81k -387.48k 33k
Total Cashflows From Investing Activities 2.94M 2.72M 6.02M 13.79M
Net Borrowings
Total Cash From Financing Activities
Change To Operating Activities
Issuance Of Stock
Net Income 6.14M 73.34M 7.92M 24.68M
Change In Cash 194.11k 89.2k -128k 654k
Effect Of Exchange Rate
Total Cash From Operating Activities -2.75M -2.63M -6.14M -13.13M
Depreciation
Change To Account Receivables -478.88k -133.09k -19.44k 64k
Other Cashflows From Financing Activities
Change To Netincome -8.73M -75.91M -13.66M -37.91M
Capital Expenditures

Income Statement 2019-03-31 2020-03-31 2021-03-31 2022-03-31
Research Development
Income Before Tax 5.55M 72.82M 10.61M 38.83M
Net Income 6.14M 73.34M 7.92M 24.68M
Selling General Administrative 843.78k 892.19k 967.05k 300k
Gross Profit 8.45M 76.24M 13.65M 42.15M
Ebit 5.05M 72.82M 10.6M 38.83M
Operating Income 5.05M 72.82M 10.6M 38.83M
Interest Expense
Income Tax Expense -586.25k -519.64k 2.68M 14.15M
Total Revenue 17.88M 83M 13.65M 42.15M
Cost Of Revenue 9.43M 6.76M
Total Other Income ExpenseNet 500k 421
Net Income From Continuing Ops 6.14M 73.34M 7.92M 24.68M
Net Income Applicable To Common Shares 6.14M 73.34M 7.92M 24.68M

Balance Sheet Statement 2019-03-31 2020-03-31 2021-03-31 2022-03-31
Total Liabilities 425.59k 502.4k 2.99M 7.57M
Total Stockholder Equity 1.25B 606.69M 1.38B 1.44B
Other Current Liabilities 90k 208.73k 122.56k
Total Assets 1.25B 607.19M 1.38B 1.45B
Common Stock 36.54M 36.54M 36.54M 36.55M
Other Current Assets 50k 50k 50k 1.03M
Retained Earnings 30.41M 103.76M 111.68M
Treasury Stock 1.18B 461.4M 1.23B 1.41B
Cash 1.11M 1.2M 1.07M 1.73M
Total Current Liabilities 425.59k 502.4k 146.66k
Other Stockholder Equity 1.18B 461.4M 1.23B 1.41B
Property, Plant, and Equipment
Total Current Assets 13.12M 22.38M 29.9M 2.76M
Net Tangible Assets 1.25B 606.69M 1.38B 1.44B
Net Receivables 736.51k 882.74k 1.62M
Accounts Payable


Insider Transactions

Here are the insider transactions of stock shares related to Welspun Investments and Commercials Limited:

Filer Name Transaction Text Ownership Date Filer Relation Shares
IFCI, Ltd.D2012-12-03Institution- Corporation297.98k
Baytree Investments Mauritius Pte LtdD2012-11-30Institution- Corporation515.62k

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to Welspun Investments and Commercials Limited. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on Welspun Investments and Commercials Limited

Here is the result of two systematic investment strategies applied to Welspun Investments and Commercials Limited. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on Welspun Investments and Commercials Limited

The following chart shows the equity curve of the two systematic investment strategies applied to Welspun Investments and Commercials Limited:

Welspun Investments and Commercials Limited automated entries

The systematic investment strategy that buys the first day of the month would give a performance of -13.66% on the backtest period.

Performance at glance

Performance

-13.66 %

Latent gain

-145.6 ₹

Invested capital

1066.0 ₹

Annualized return

-10.51 %
Build your Trading System
Automated Trading using Prorealtime ebook

Momentum strategy results on Welspun Investments and Commercials Limited

This is the result of two momentum investment strategies applied to Welspun Investments and Commercials Limited. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on Welspun Investments and Commercials Limited

The following chart shows all the entries opened by the momentum investment system on Welspun Investments and Commercials Limited:

Welspun Investments and Commercials Limited momentum entries
  • The first momentum investment strategy would give -6.41% of return on Welspun Investments and Commercials Limited. That represents -126.15₹ of latent gain with 1966.95₹ of employed capital.
  • The second momentum investment strategy would give 4.3% of return on Welspun Investments and Commercials Limited. That represents 63.2₹ of latent gain with 1470.8₹ of employed capital.
Performance at glance (1Q Momentum)

Performance

-6.41 %

Latent gain

-126.15 ₹

Invested capital

1966.95 ₹

Annualized return

-0.0 %
Performance at glance (2Q Momentum)

Performance

4.3 %

Latent gain

63.2 ₹

Invested capital

1470.8 ₹

Annualized return

5.24 %

Momentum equity curve on Welspun Investments and Commercials Limited

The following chart shows the equity curve of the two momentum strategies applied to Welspun Investments and Commercials Limited:

Welspun Investments and Commercials Limited momentum equity

Note: the dividends potentially given by Welspun Investments and Commercials Limited are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Welspun Investments and Commercials Limited

The following chart shows the employed capital evolution of the two momentum strategies on Welspun Investments and Commercials Limited since the beginning:

Welspun Investments and Commercials Limited

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250₹, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000₹.


Buy the dip strategy result on Welspun Investments and Commercials Limited

Buy the dip entry openings on Welspun Investments and Commercials Limited

Welspun Investments and Commercials Limited

The performance achieved by the robo-advisor on Welspun Investments and Commercials Limited is 0%. That represents 0.0$ of latent gain with 0.0₹ of employed capital. The following chart shows Welspun Investments and Commercials Limited stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of Welspun Investments and Commercials Limited, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

0 %

Latent gain

0.0 ₹

Invested capital

0.0 ₹

Annualized return

-0.0 %

Equity curve of the strategy applied to Welspun Investments and Commercials Limited

The following chart shows the result of the investment strategy applied to Welspun Investments and Commercials Limited:

Welspun Investments and Commercials Limited

Note: the dividends potentially given by Welspun Investments and Commercials Limited are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Welspun Investments and Commercials Limited

The following chart shows the employed capital evolution since the beginning of the investment strategy on Welspun Investments and Commercials Limited:

Welspun Investments and Commercials Limited

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on Welspun Investments and Commercials Limited

In this section, I will compare the three previous investment strategies applied to Welspun Investments and Commercials Limited.

Equity curve comparison on Welspun Investments and Commercials Limited

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

Welspun Investments and Commercials Limited investment strategy comparison

Employed capital comparison on Welspun Investments and Commercials Limited

Welspun Investments and Commercials Limited investment comparison

Performance comparison on Welspun Investments and Commercials Limited

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment -13.66% -145.6₹ 1066.0₹ -10.51%
Momentum 1 quarter -6.41% -126.15₹ 1966.95₹ -6.05%
Momentum 2 quarters 4.3% 63.2₹ 1470.8₹ 5.24%
Non-directional 0% 0.0₹ 0.0₹ -0.0%
Annualized return comparison

Automatic investment

-10.51 %

Momentum 1Q

5.24 %

Momentum 2Q

5.24 %

Non-directional

-0.0 %

Correlated stocks

Here are the most positively and negatively correlated stocks with Welspun Investments and Commercials Limited:

Positive correlations

Most correlated stocks this year


Most correlated stocks last 3 months

Negative correlation

Most negatively correlated stocks this year


Most negatively correlated stocks last 3 months

Note: The algorithm computes the probability of correlation between Welspun Investments and Commercials Limited and the other stocks. There may be false positives or some missing correlated stocks. If the price of Welspun Investments and Commercials Limited does not vary for 36 weeks, the correlation calculation result will be wrong.


Company information

Company name Welspun Investments and Commercials Limited
Country India
City Mumbai
Address Welspun House
Phone 91 22 6613 6000
Website www.welspuninvestments.com
FullTime employees
Industry Capital Markets
Sector Financial Services
Exchange XNSE
Ticker WELINV.XNSE
Market

Welspun Investments and Commercials Limited ESG Scores

Environment scores

Environment ESG Factors Scores
Environment Score 0
Peer Environment Performance unknown
Environment Percentile unknown
Palm Oil unknown
Nuclear unknown
Fur Leather unknown
GMO unknown
Coal unknown
Pesticides unknown
Animal Testing unknown

Social scores

Social ESG Factors Scores
Social Score 0
Peer Social Performance unknown
Social Percentile unknown
Highest Controversy unknown
Peer Highest Controversy Performance unknown
Adult unknown
Gambling unknown
Alcoholic unknown
Tobacco unknown
Catholic unknown
Controversial Weapons unknown
Small Arms unknown
Military Contract unknown
Peer Count unknown

Related Controversy:


Governance scores

Governance ESG Factors Scores
Governance Score 0
Peer Governance Performance unknown
Governance Percentile unknown

ESG at glance
Total ESG Scores: unknown
Environment Score: 0
Social Score: 0
Governance Score: 0

ESG Performance: unknown

Peer Group: unknown

Peer Esg Score Performance: unknown

Rating Year: unknown

Rating Month: unknown

Max Age: unknown

Percentile: unknown