1. At a Glance
Founded in the swinging sixties, Roto Pumps has gone from a small pump maker in Noida to a global progressive cavity pump brand exporting to over50 countries. FY25 saw₹302 Cr revenuewith a solid 21% OPM, but investors are still paying49x earnings— which means either the market believes pumps are the next AI, or they really like metal painted in blue.
2. Introduction
Picture this: 1968, Beatles topping the charts, and in Noida, a humble factory starts making pumps that can push sludge, slurry, oil, and wastewater like a champ. Fast-forward 57 years, Roto Pumps is still doing the same thing — but now withsubsidiaries on four continentsand a LinkedIn page full of glossy factory pics.
They’re not just in the “sell pump and run” game — Roto has expanded into high-efficiency designs, solar pump systems, and even submersible variants to milk every niche fluid-moving need. In FY23, they threw money into solar pumping, downhole pumps, and mud motors, because why stick to one liquid when you can dominate multiple viscosities?
Recent moves include aMENA region office(hello Dubai trade shows) andfull acquisition of their Africa subsidiary, proving they want to keep all profits in the family.
3. Business Model (WTF Do They Even Do?)
Three main play areas:
- Industrial Pumps:Progressive cavity, single-screw, twin-screw — made to handle high-viscosity stuff that normal pumps would cry over. Industries served: wastewater, sugar, oil & gas, marine, chemicals, mining, food.
- Energy Solutions:Via Roto Energy Systems — solar controllers with remote monitoring, submersible centrifugal and helical rotor pump sets. Basically, “pumps with a brain.”
- Global Reach & Service:Offices in India, Germany, USA, Singapore; distributors across 55+ countries. After-sales services & spares keep customers coming back.
Customer
profile? From sugar mills in UP to offshore oil rigs, if it needs pumping, Roto is in the tender.
4. Financials Overview
Quarterly Comparison (₹ Cr) – Jun 2025 vs Jun 2024 vs Mar 2025
| Metric | Jun 2025 | Jun 2024 | Mar 2025 | YoY % | QoQ % |
|---|---|---|---|---|---|
| Revenue | 65.88 | 57.61 | 78.99 | 14.4% | -16.6% |
| EBITDA | 13.57 | 12.05 | 20.26 | 12.6% | -33.0% |
| PAT | 6.30 | 5.62 | 12.54 | 12.1% | -49.8% |
| EPS (₹) | 0.33 | 0.29 | 0.68 | 13.8% | -51.5% |
Annualised EPS (Jun 2025) = ₹0.33 × 4 = ₹1.32 → P/E on CMP ₹89 =67.4xif Q1 trend holds. That’s luxury pricing for industrial equipment.
Commentary:Q1FY26 dropped from Q4 highs like a leaky pump seal — classic seasonality plus maybe a slow export cycle.
5. Valuation (Fair Value RANGE only)
- P/E Method:FY25 EPS ₹1.79 × industry PE (30–42) → ₹53.7 – ₹75.2
- EV/EBITDA Method:FY25 EBITDA ₹64 Cr; EV ₹1,693 Cr → EV/EBITDA 26.5. If normalised to 20x → EV ₹1,280 Cr → Equity Value ≈ ₹1,235 Cr → ₹65/share.
- DCF Method:Assume 10% revenue growth, stable 20% OPM, discount 12%, terminal 4% → ~₹70/share.
Fair Value Range:₹54 – ₹75This FV range is for educational purposes only
