Total Equity - Asahi India Glass Ltd (NSE:ASAHIINDIA)

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Price: 930.6 INR -1.76% Market Closed

Market Cap: 237.2B INR

Asahi India Glass Ltd
Total Equity

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Annual

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Balance Sheet

Asahi India Glass Ltd
Total Equity Peer Comparison

	Total Equity	CAGR 3Y	CAGR 5Y	CAGR 10Y
Asahi India Glass Ltd NSE:ASAHIINDIA	Total Equity ₹37B	CAGR 3-Years 24%	CAGR 5-Years 24%	CAGR 10-Years 28%
Bharat Forge Ltd NSE:BHARATFORG	Total Equity ₹93.6B	CAGR 3-Years 13%	CAGR 5-Years 12%	CAGR 10-Years N/A
UNO Minda Ltd NSE:UNOMINDA	Total Equity ₹62.3B	CAGR 3-Years 18%	CAGR 5-Years 25%	CAGR 10-Years 31%
Samvardhana Motherson International Ltd NSE:MOTHERSON	Total Equity ₹371.3B	CAGR 3-Years 22%	CAGR 5-Years 28%	CAGR 10-Years 25%
Bosch Ltd NSE:BOSCHLTD	Total Equity ₹140.2B	CAGR 3-Years 9%	CAGR 5-Years 10%	CAGR 10-Years N/A
Tube Investments of India Ltd NSE:TIINDIA	Total Equity ₹75.2B	CAGR 3-Years 30%	CAGR 5-Years 34%	CAGR 10-Years N/A

Asahi India Glass Ltd
Glance View

Economic Moat

None

Market Cap

237.2B INR

Industry

Auto Components

Asahi India Glass Ltd. (AIS), a subsidiary of the Japanese glass giant Asahi Glass Co. Ltd., navigates the vibrant landscape of India's glass manufacturing industry, playing a pivotal role in crafting the country’s automotive and architectural glass. With a legacy stretching back to 1984, AIS has seamlessly integrated state-of-the-art technology and innovation into its operations, establishing itself as a leader in the sector. Operating through its three key business segments—automotive glass, architectural glass, and consumer glass—the company caters to a diverse clientele that includes automobile manufacturers, architects, and home consumer markets. AIS's deep-rooted relationship with automobile giants is particularly noteworthy, as it supplies high-quality safety and laminated glass to virtually every major car manufacturer in India, embedding itself deeply within the automotive supply chain. The company's success hinges on its strategic approach to capturing market demand through continuous product innovation and expansion of its manufacturing capabilities. AIS's architectural glass division is instrumental in providing energy-efficient and aesthetically pleasing solutions tailored for modern buildings, significantly tapping into the country's urbanization wave. This segment's focus on sustainable and advanced glass products aligns with global environmental trends, adding a further competitive edge. The consumer glass segment, albeit smaller, underlines AIS's ability to diversify its offerings, providing products for residential and smaller commercial applications. By fortifying its distribution networks and maintaining rigorous quality standards, AIS thrives on its ability to anticipate and adapt to market dynamics, ensuring not only sustained revenue growth but also reinforcing its brand as a trusted name in India’s glass industry.

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ASAHIINDIA Intrinsic Value

Overvaluation 60%

Intrinsic Value

Price

What is Intrinsic Value?

Economic Moat is a concept popularized by Warren Buffett to describe a company's durable competitive advantage. It represents the 'moat' that protects a company from competitors and helps it sustain profitability over the long term. Our analysis of the past 10 years showed that companies with a wide economic moat significantly outperformed the market, delivering +645% returns compared to +189% for the S&P 500.

Our research into Economic Moat performance spans the past 10 years and focuses on companies with a wide economic moat. For this analysis, we calculated the average stock price returns of these companies, comparing them to the performance of the S&P 500 index over the same period.

The results were compelling: wide moat stocks achieved a remarkable +645% average return, compared to +188% for the broader market. This difference highlights the long-term benefits of investing in businesses that can maintain their market position and pricing power over time.

Note: This research does not account for survivorship bias. Past performance is not indicative of future results.

Determining whether a company has an economic moat requires both a deep dive into financial metrics and a qualitative assessment of its competitive position. Our analysts conduct a rigorous evaluation that focuses on identifying structural advantages that enable a company to sustain profitability and defend its market share over the long term.

The process begins with an analysis of a company’s historical financial performance. We assess how consistently the company has generated returns above its cost of capital and whether those returns have been stable or improving. However, financial performance alone doesn’t reveal the full picture. To understand the sources of these advantages, we evaluate five key drivers of economic moats:

Network Effect: We analyze whether the value of a company’s product or service grows as its user base expands. Platforms like payment systems or marketplaces benefit from this self-reinforcing.

Switching Costs: We assess whether customers face significant costs or disruptions when switching to a competitor’s product or service. High switching costs create customer stickiness and provide pricing power.

Intangible Assets: Strong brands, patents, and regulatory licenses can protect a company’s market position by creating barriers for competitors or enabling premium pricing. For example, a well-recognized consumer brand may command higher customer loyalty and margins.

Efficient scale: Occurs when a market is optimally served by one or a few players, making it unprofitable for new entrants to compete. This typically happens in industries with high fixed costs or geographic constraints, such as utilities or pipelines.

Cost Advantage: Companies with structural cost advantages can produce goods or services at a lower cost than their competitors, enabling them to offer competitive pricing or maintain higher margins. These advantages often arise from economies of scale, superior supply chain management, or proprietary technology. Firms like Walmart leverage their massive scale to negotiate better terms with suppliers, allowing them to undercut competitors on price.

By examining these factors in combination with a company’s financial performance and market positioning, we classify each company into one of three categories:

This rigorous evaluation ensures that our moat ratings are both comprehensive and reliable, giving investors the tools they need to make well-informed, long-term decisions.

The AI Assistant may sometimes provide inaccurate information.

Make your own investment decisions or consult a licensed financial advisor.

Asahi India Glass Ltd
NSE:ASAHIINDIA

Asahi India Glass Ltd
Total Equity

Asahi India Glass Ltd
Total Equity Peer Comparison

Competitors Analysis
Latest Figures & CAGR of Competitors

Asahi India Glass Ltd
Glance View

See Also

What is Asahi India Glass Ltd's Total Equity?

Total Equity
37B INR

What is Asahi India Glass Ltd's Total Equity growth rate?

Total Equity CAGR 10Y
28%

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52 Week Range	580.5 1 066.4
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Asahi India Glass Ltd NSE:ASAHIINDIA

Asahi India Glass Ltd Total Equity

Asahi India Glass Ltd Total Equity Peer Comparison

Competitors Analysis Latest Figures & CAGR of Competitors

Asahi India Glass Ltd Glance View

See Also

What is Asahi India Glass Ltd's Total Equity? Total Equity 37B INR

What is Asahi India Glass Ltd's Total Equity growth rate? Total Equity CAGR 10Y 28%

Company

Help

Tools

Stocks

Asahi India Glass Ltd
NSE:ASAHIINDIA

Asahi India Glass Ltd
Total Equity

Asahi India Glass Ltd
Total Equity Peer Comparison

Competitors Analysis
Latest Figures & CAGR of Competitors

Asahi India Glass Ltd
Glance View

What is Asahi India Glass Ltd's Total Equity?

Total Equity
37B INR

What is Asahi India Glass Ltd's Total Equity growth rate?

Total Equity CAGR 10Y
28%