Vertex Securities Ltd

VERTEX

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Market Cap

₹ 28 Cr

P/E

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Investment Checklist

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Performance

STEADY PERFORMER

Valuation

REASONABLE

Growth

STABLE

Profitability

LOW MARGIN

Technicals

Bearish

Risk

HIGH RISK

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Price

PE Ratio

Price

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Overview

Detailed Summary

Vertex Securities Limited is a leading brokerage house in India, incorporated in 1993. It operates as a full-service investment banking and financial services group in partnership with Transwarranty Finance Limited.

Vertex Securities is known for its extensive network of 250 offices across India and its membership in key exchanges such as NSE, BSE, and MCX, indicating its strategic market presence.

The company's services span equity research, equities and derivatives trading, commodity trading, IPOs, and portfolio management, with commodity broking managed through its subsidiary, Vertex Commodities and Finpro Pvt Ltd.

Vertex has a significant stake in Vertex Commodities and Finpro Pvt Ltd, reflecting a strategic investment to expand its commodity trading capabilities.

The company's strategic efforts include enhancing advisory services through improved portfolio analysis and financial planning applications, aiming to bolster its position as a leading financial services provider.

Sector

Stock/ Commodity Brokers

Industry

Securities/Commodities Trading Services

Market Cap

28 Cr

Volatility

Low Risk

P/E Ratio

—

Industry P/E

41.1

PEG Ratio

—

P/B Ratio

3.4

52W High

6.40

52W Low

3.36

Sales CAGR

-0.34%

1.85%

13.24%

10Y

8.99%

Profit CAGR

-248.94%

—

10Y

—

ROE

TTM

-17.94%

-2.58%

0.33%

10Y

-2.90%

ROCE

TTM

-6.82%

3.31%

6.36%

10Y

2.97%

Technicals

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Forecasts

Peers

Symbol	Price	Market Cap	P/E	P/B	Div Yield (%)	ROE (%)	ROCE (%)	ROA (%)
KHANDSE	22.03	34 Cr	—	1.18	0.00	-6.51	-2.14	-3.60
VERTEX	3.85	28 Cr	—	3.43	0.00	-17.94	-6.82	-4.59
CILSEC	47.30	24 Cr	12.24	0.74	0.00	6.01	8.23	3.72
MUNOTHFI	40.56	21 Cr	—	3.15	0.00	-5.93	-4.84	-4.77
ACFSL	20.04	20 Cr	16.98	0.23	0.00	1.74	2.27	1.09
KBSINDIA	1.74	19 Cr	57.33	0.55	0.00	1.09	2.14	1.04
DJSSS	2.45	18 Cr	35.00	2.81	0.00	8.57	9.40	8.19

Financial Statements

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Consolidated Quarterly Results (in ₹ Crores)

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Total Figures

QoQ Changes

Total Figures

	Jun 2023	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025
Revenue	1.53	2.05	1.95	2.87	2.50	2.71	1.80	1.35	1.99	1.88
Expenses	1.70	2.09	1.98	2.08	2.37	2.55	2.17	2.01	2.07	2.17
Interest	0.22	0.10	0.09	0.11	0.12	0.10	0.13	0.08	0.11	0.09
Financing Profit	-0.39	-0.14	-0.12	0.68	0.01	0.06	-0.50	-0.74	-0.19	-0.38
Financing Margin %	-25.49	-6.83	-6.15	23.69	0.40	2.21	-27.78	-54.81	-9.55	-20.21
Other Income	0.18	0.21	0.22	0.08	0.14	0.20	0.13	0.27	0.14	0.07
Depreciation	0.06	0.06	0.06	0.07	0.06	0.07	0.07	0.07	0.07	0.07
Profit Before Tax	-0.28	0.01	0.05	0.68	0.09	0.19	-0.44	-0.54	-0.12	-0.38
Tax %	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	-16.67	2.63
Net Profit	-0.28	0.01	0.05	0.69	0.09	0.19	-0.44	-0.54	-0.13	-0.37
EPS in Rs	-0.04	0.00	0.01	0.09	0.01	0.03	-0.06	-0.08	-0.02	-0.05
Gross NPA %	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Net NPA %	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00

Consolidated Profit Loss (in ₹ Crores)

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Total Figures

YoY Changes

Total Figures

	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	TTM
Revenue	6.30	6.77	6.33	5.18	7.48	8.07	6.99	8.40	8.37	7.85
Expenses	6.57	7.09	6.92	9.87	7.50	7.83	7.48	7.85	9.12	8.80
Interest	0.65	0.67	0.52	0.62	0.77	1.09	1.19	0.53	0.42	0.42
Financing Profit	-0.92	-0.99	-1.10	-5.32	-0.79	-0.85	-1.68	0.02	-1.18	-1.37
Financing Margin %	-14.60	-14.62	-17.37	-102.66	-10.51	-10.51	-24.00	0.28	-14.10	-17.45
Other Income	1.69	1.99	1.63	1.45	1.84	1.49	1.39	0.69	0.74	0.74
Depreciation	0.29	0.25	0.20	0.39	0.38	0.36	0.27	0.25	0.27	0.28
Profit Before Tax	0.48	0.75	0.32	-4.25	0.67	0.28	-0.56	0.46	-0.70	-0.91
Tax %	0.00	0.00	2.72	0.00	0.00	0.00	1.28	-0.67	0.00	-1.10
Net Profit	0.48	0.75	0.31	-4.25	0.67	0.28	-0.55	0.47	-0.70	-0.92
EPS in Rs	0.07	0.10	0.05	-0.59	0.09	0.05	-0.07	0.06	-0.10	-0.21
Dividend Payout %	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	—

Consolidated Balance Sheet (in ₹ Crores)

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Total Figures

YoY Changes

Total Figures

	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025
Equity Capital	15	15	15	15	15	15	15	15	15	15
Reserves	-3.14	-2.66	-1.91	-1.76	-6.09	-5.44	-5.16	-5.72	-5.27	-6.00
Borrowings	2.31	2.55	3.75	3.36	3.53	5.80	6.13	9.28	4.88	5.40
Other Liabilities	9.97	14	13	14	13	25	33	31	25	22
Total Liabilities	24	29	29	31	25	40	49	49	40	36
Fixed Assets	1.97	1.75	1.55	1.46	2.26	1.94	1.63	1.52	1.52	1.30
CWIP	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Investments	0.00	0.00	0.00	0.02	0.02	0.02	0.02	0.02	0.03	0.03
Other Assets	22	27	28	29	23	38	48	48	38	35
Total Assets	24	29	29	31	25	40	49	49	40	36

Consolidated Cash Flows (in ₹ Crores)

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Total Figures

YoY Changes

Total Figures

	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025
Cash from Operating Activity	-0.94	1.18	-0.16	1.51	-0.06	3.52	9.65	-8.42	-15	-0.44
Cash from Investing Activity	0.06	0.14	0.61	-1.04	2.48	-0.54	-5.90	9.27	9.52	0.43
Cash from Financing Activity	0.28	-0.46	1.13	-0.53	-0.39	-0.45	-0.72	1.97	-4.91	0.11
Net Cash Flow	-0.59	0.87	1.57	-0.06	2.04	2.53	3.03	2.83	-10	0.10

Shareholdings

Shareholding History

Quarterly

Yearly

Quarterly

	Dec 2022	Mar 2023	Jun 2023	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025
Promoters	73.41%	73.41%	73.41%	73.41%	73.41%	73.41%	73.41%	73.41%	73.41%	73.41%	73.41%	73.41%
FIIs	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
DIIs	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Public	26.59%	26.59%	26.59%	26.59%	26.59%	26.59%	26.59%	26.59%	26.59%	26.59%	26.59%	26.59%
Total Shareholders	5,943	6,609	7,201	7,907	10,115	10,321	10,191	10,854	12,321	12,584	12,476	12,356

Projection

Actions

Action Type

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Announcements

Last 7 days

Newest

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Documents

Presentations

Concalls

Reports

Presentations

Investor Presentation

Q2 FY23

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Oscillators

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Neutral

Bearish

Neutral

Bullish

Overall

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Bearish

Neutral

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Moving Averages

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Financial Statements

AI Powered Summary

Discover detailed, AI-driven financial summaries that break down key metrics, trends, and insights—empowering you to make smarter investment decisions.

AI Mode

Consolidated Quarterly Results (in ₹ Crores)

View Standalone

Total Figures

QoQ Changes

Total Figures

	Jun 2023	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025
Revenue	1.53	2.05	1.95	2.87	2.50	2.71	1.80	1.35	1.99	1.88
Expenses	1.70	2.09	1.98	2.08	2.37	2.55	2.17	2.01	2.07	2.17
Interest	0.22	0.10	0.09	0.11	0.12	0.10	0.13	0.08	0.11	0.09
Financing Profit	-0.39	-0.14	-0.12	0.68	0.01	0.06	-0.50	-0.74	-0.19	-0.38
Financing Margin %	-25.49	-6.83	-6.15	23.69	0.40	2.21	-27.78	-54.81	-9.55	-20.21
Other Income	0.18	0.21	0.22	0.08	0.14	0.20	0.13	0.27	0.14	0.07
Depreciation	0.06	0.06	0.06	0.07	0.06	0.07	0.07	0.07	0.07	0.07
Profit Before Tax	-0.28	0.01	0.05	0.68	0.09	0.19	-0.44	-0.54	-0.12	-0.38
Tax %	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	-16.67	2.63
Net Profit	-0.28	0.01	0.05	0.69	0.09	0.19	-0.44	-0.54	-0.13	-0.37
EPS in Rs	-0.04	0.00	0.01	0.09	0.01	0.03	-0.06	-0.08	-0.02	-0.05
Gross NPA %	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Net NPA %	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00

Consolidated Profit Loss (in ₹ Crores)

View Standalone

Total Figures

YoY Changes

Total Figures

	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	TTM
Revenue	6.30	6.77	6.33	5.18	7.48	8.07	6.99	8.40	8.37	7.85
Expenses	6.57	7.09	6.92	9.87	7.50	7.83	7.48	7.85	9.12	8.80
Interest	0.65	0.67	0.52	0.62	0.77	1.09	1.19	0.53	0.42	0.42
Financing Profit	-0.92	-0.99	-1.10	-5.32	-0.79	-0.85	-1.68	0.02	-1.18	-1.37
Financing Margin %	-14.60	-14.62	-17.37	-102.66	-10.51	-10.51	-24.00	0.28	-14.10	-17.45
Other Income	1.69	1.99	1.63	1.45	1.84	1.49	1.39	0.69	0.74	0.74
Depreciation	0.29	0.25	0.20	0.39	0.38	0.36	0.27	0.25	0.27	0.28
Profit Before Tax	0.48	0.75	0.32	-4.25	0.67	0.28	-0.56	0.46	-0.70	-0.91
Tax %	0.00	0.00	2.72	0.00	0.00	0.00	1.28	-0.67	0.00	-1.10
Net Profit	0.48	0.75	0.31	-4.25	0.67	0.28	-0.55	0.47	-0.70	-0.92
EPS in Rs	0.07	0.10	0.05	-0.59	0.09	0.05	-0.07	0.06	-0.10	-0.21
Dividend Payout %	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	—

Consolidated Balance Sheet (in ₹ Crores)

View Standalone

Total Figures

YoY Changes

Total Figures

	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025
Equity Capital	15	15	15	15	15	15	15	15	15	15
Reserves	-3.14	-2.66	-1.91	-1.76	-6.09	-5.44	-5.16	-5.72	-5.27	-6.00
Borrowings	2.31	2.55	3.75	3.36	3.53	5.80	6.13	9.28	4.88	5.40
Other Liabilities	9.97	14	13	14	13	25	33	31	25	22
Total Liabilities	24	29	29	31	25	40	49	49	40	36
Fixed Assets	1.97	1.75	1.55	1.46	2.26	1.94	1.63	1.52	1.52	1.30
CWIP	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Investments	0.00	0.00	0.00	0.02	0.02	0.02	0.02	0.02	0.03	0.03
Other Assets	22	27	28	29	23	38	48	48	38	35
Total Assets	24	29	29	31	25	40	49	49	40	36

Consolidated Cash Flows (in ₹ Crores)

View Standalone

Total Figures

YoY Changes

Total Figures

	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025
Cash from Operating Activity	-0.94	1.18	-0.16	1.51	-0.06	3.52	9.65	-8.42	-15	-0.44
Cash from Investing Activity	0.06	0.14	0.61	-1.04	2.48	-0.54	-5.90	9.27	9.52	0.43
Cash from Financing Activity	0.28	-0.46	1.13	-0.53	-0.39	-0.45	-0.72	1.97	-4.91	0.11
Net Cash Flow	-0.59	0.87	1.57	-0.06	2.04	2.53	3.03	2.83	-10	0.10

Overview

Detailed Summary

Vertex Securities is known for its extensive network of 250 offices across India and its membership in key exchanges such as NSE, BSE, and MCX, indicating its strategic market presence.

Vertex has a significant stake in Vertex Commodities and Finpro Pvt Ltd, reflecting a strategic investment to expand its commodity trading capabilities.

Sector

Stock/ Commodity Brokers

Industry

Securities/Commodities Trading Services

Market Cap

28 Cr

Volatility

Low Risk

P/E Ratio

—

Industry P/E

41.1

PEG Ratio

—

P/B Ratio

3.4

52W High

6.40

52W Low

3.36

Sales CAGR

-0.34%

1.85%

13.24%

10Y

8.99%

Profit CAGR

-248.94%

—

10Y

—

ROE

TTM

-17.94%

-2.58%

0.33%

10Y

-2.90%

ROCE

TTM

-6.82%

3.31%

6.36%

10Y

2.97%

Peers

Symbol	Price	Market Cap	P/E	P/B	Div Yield (%)	ROE (%)	ROCE (%)	ROA (%)
KHANDSE	22.03	34 Cr	—	1.18	0.00	-6.51	-2.14	-3.60
VERTEX	3.85	28 Cr	—	3.43	0.00	-17.94	-6.82	-4.59
CILSEC	47.30	24 Cr	12.24	0.74	0.00	6.01	8.23	3.72
MUNOTHFI	40.56	21 Cr	—	3.15	0.00	-5.93	-4.84	-4.77
ACFSL	20.04	20 Cr	16.98	0.23	0.00	1.74	2.27	1.09
KBSINDIA	1.74	19 Cr	57.33	0.55	0.00	1.09	2.14	1.04
DJSSS	2.45	18 Cr	35.00	2.81	0.00	8.57	9.40	8.19