ESAB India Limited — Cyborg Score 7/10

Solid
Fabrication Technology & Welding Equipment Manufacturing

Strategic Profile

The company was incorporated in the year 1988 and is headquartered in Pune, Maharashtra. Products include welding consumables, arc welding equipment, plasma, cutting automation, gas equipment, welding automation & robotics, digital solutions, and PPE & accessories. The company's products are used in various industries such as automotive, aerospace, and construction.

Cyborg Score Rationale

ROCE stands at 70.0% and ROE at 52.3%, demonstrating strong capital efficiency. Net profit jumped 83.5% since last year same period to ₹79.20Cr in Q2 2025-2026. The company has strong fundamentals but faces valuation headwinds at elevated multiples.

Top Insights

  • Net profit surged 83.5% year-over-year to ₹79.20Cr in Q2 FY26
  • Company maintains industry-leading ROCE of 70.0% and ROE of 52.3%
  • Company is almost debt free
  • Exports to 30+ countries across Asia, Europe, Middle East, and Africa with global brand portfolio (Esab, Arcair, Hypertherm)

Named Competitors

  • Industrial Automation & Welding Solutions — Diversified industrial equipment and solutions
  • Welded Pipes & Tubes — Specialty pipes and fabrication products
  • Mechanical Engineering Solutions — Heavy engineering and industrial equipment

Recent Developments

  • (September 2025) Q2 FY26 net profit jumped 83.5% YoY to ₹79.20Cr
  • (November 2025) Declared dividend of ₹25 per share translating to 1.46% yield
  • (December 2025) Stock trading near 52-week high of ₹6,425 amid strong investor interest

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