1. At a Glance
CRISIL Ltd is not just another analytics company—it’s India’s AAA-rated brainiac that tells others what rating they deserve. With an ROCE of 35%, debt-free status, and 60% dividend payout, this is what a grown-up stock looks like.
2. Introduction with Hook
If the Indian financial markets were a high school classroom, CRISIL would be the class monitor, exam checker, and the tutor’s pet, all rolled into one.
- ₹43,000+ Cr Market Cap
- EPS: ₹96.6
- Ratings Biz contributes 51% of profits, only 28% of revenue
That’s like working 2 hours a day and still taking home half the salary. Respect.
It’s a clean, lean, dividend-paying machine… that’s also the favorite cousin of S&P Global, which owns 66.64% of it. Nepo baby? Yes. Underperformer? Never.
3. Business Model (WTF Do They Even Do?)
CRISIL wears many hats, and none are cheap:
- Ratings (28% Revenue): India’s leading credit ratings agency, rating 35,000+ firms.
- Research (60% Revenue): High-end custom research for global banks, FIIs, and policymakers.
- Risk & Advisory (12% Revenue): Think tank stuff—policy work, risk frameworks, ESG scores, etc.
And oh, it created a separate Ratings subsidiary in 2020 to meet SEBI norms. Because