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Stanrose Mafatlal Investment and Finance


Stanrose Mafatlal Investment and Finance is an investment company.

Its investment portfolio is largely concentrated in the stock of Standard Industries Limited (SIL), which comprises 2/3rds of the portfolio’s total market value (approx. 60cr).  It didn’t employ any debt in its operations.

Apart from the above, the company is also engaged in trading in securities, a real estate partnership, and inter-corporate lending activities.

The company has reported profits over the last five years – largely from capital gains.  It reported about 4cr in net profits in the last twelve months.

The company’s value appears to be largely dependent on the value of SIL and hence, it is exposed to adverse developments at SIL. 

Its trading activities are exposed to market downturns and management intentions to focus on trading of derivatives appears to be concerning considering the intense competition and large risk of losses.

It owns a stake in a real estate partnership (with SIL) but the value of this partnership is unknown and doesn’t appear to be ascertainable from available information.

Its lending activities are subject to RBI regulations and therefore exposed to adverse changes in their regulations.

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