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Nibe Ltd. (IN:NIBE)
:NIBE
India Market
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Nibe Ltd. (NIBE) AI Stock Analysis

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IN:NIBE

Nibe Ltd.

(NIBE)

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Neutral 41 (OpenAI - Gpt-5.6Sol)
Rating:41Neutral
Price Target:
₹1,169.00
▲(10.16% Upside)
Action:Reiterated
Date:09/16/26
The score is primarily weighed down by a sharp FY2026 deterioration in profitability and a significant turn to negative operating and free cash flow, which increases financial risk despite moderate leverage. Technical indicators also point to a bearish trend (below key moving averages with negative MACD). A high dividend yield provides some offset, but the negative P/E and weakened fundamentals limit valuation support.
Positive Factors
Diversified industrial business model
NIBE’s three-segment model spreads activity across climate systems, heating components, and stoves rather than relying on one product category. This breadth can support resilience over the next several quarters because demand drivers and end markets differ across the portfolio.
Negative Factors
Sharp profitability deterioration
The sharp fall in revenue and margins shows that the business is currently converting sales into substantially less profit. Persistent margin pressure would weaken reinvestment capacity, reduce returns, and make recovery more dependent on improved pricing, costs, or demand.
Read all positive and negative factors
Positive Factors
Negative Factors
Diversified industrial business model
NIBE’s three-segment model spreads activity across climate systems, heating components, and stoves rather than relying on one product category. This breadth can support resilience over the next several quarters because demand drivers and end markets differ across the portfolio.
Read all positive factors

Nibe Ltd. (NIBE) vs. iShares MSCI India ETF (INDA)

Nibe Ltd. Business Overview & Revenue Model

Company Description
Nibe Limited is an integrated manufacturer fabricating critical parts for the defence sector, including precision weapons, protective vehicles, and surveillance communication equipment. The company's business is also diversified into the E-Vehicle...
How the Company Makes Money
NIBE makes money primarily by manufacturing and selling hardware products within its three main business segments, with revenue recognized largely from product sales to distributors, installers, OEM customers, and retailers (channel mix varies by ...

Nibe Ltd. Financial Statement Overview

Summary
Financial performance is weak: FY2026 profitability deteriorated sharply (gross margin ~18.9% to ~8.1%, net margin ~5.3% to ~1.2%) alongside lower revenue. Cash generation is the biggest concern with operating cash flow turning negative and free cash flow deeply negative, despite a still-moderate leverage profile (debt-to-equity ~0.33–0.34).
Income Statement
38
Negative
Balance Sheet
64
Positive
Cash Flow
22
Negative
BreakdownTTMMar 2025Mar 2024
Income Statement
Total Revenue1.13B4.74B5.07B
Gross Profit314.63M382.50M960.16M
EBITDA193.23M486.79M637.89M
Net Income76.43M56.32M267.29M
Balance Sheet
Total Assets4.42B6.53B4.42B
Cash, Cash Equivalents and Short-Term Investments189.64M477.81M189.64M
Total Debt772.79M1.20B772.79M
Total Liabilities1.97B2.97B1.97B
Stockholders Equity2.32B3.48B2.32B
Cash Flow
Free Cash Flow-100.14M-1.37B-451.50M
Operating Cash Flow491.42M-246.40M250.33M
Investing Cash Flow-515.96M-794.58M-597.59M
Financing Cash Flow40.13M1.42B296.86M

Nibe Ltd. Technical Analysis

Technical Analysis Sentiment
Negative
Last Price1061.20
Price Trends
50DMA
1429.69
Negative
100DMA
1409.43
Negative
200DMA
1231.08
Negative
Market Momentum
MACD
-53.55
Positive
RSI
25.93
Positive
STOCH
8.52
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For IN:NIBE, the sentiment is Negative. The current price of 1061.2 is below the 20-day moving average (MA) of 1356.42, below the 50-day MA of 1429.69, and below the 200-day MA of 1231.08, indicating a bearish trend. The MACD of -53.55 indicates Positive momentum. The RSI at 25.93 is Positive, neither overbought nor oversold. The STOCH value of 8.52 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IN:NIBE.

Nibe Ltd. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
62
Neutral
₹99.24B93.8264.04%78.68%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
55
Neutral
₹136.70B-1.800.57%4.63%-4.40%
54
Neutral
₹424.04B67.160.57%4.68%-11.57%
50
Neutral
₹305.71B60.690.56%5.90%-6.28%
50
Neutral
₹378.63B83.350.35%3.80%-30.64%
41
Neutral
₹18.69B-213.380.10%-5.17%-133.83%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IN:NIBE
Nibe Ltd.
1,206.65
-74.87
-5.84%
IN:BLUESTARCO
Blue Star Limited
1,505.95
-427.32
-22.10%
IN:KRN
Krn Heat Exchanger and Refrigeration Limited
1,440.20
565.65
64.68%
IN:KSB
KSB Ltd.
764.75
-100.33
-11.60%
IN:THERMAX
Thermax Limited.
3,538.75
239.89
7.27%
IN:VOLTAS
Voltas Limited
1,132.00
-275.18
-19.56%

Nibe Ltd. Corporate Events

Nibe shareholders clear appointment of independent director via postal ballot
Jun 19, 2026
Nibe Limited has announced that its shareholders have approved, by the requisite majority, a special resolution to appoint Rajagopalan Madhavan as an independent director through a postal ballot process concluded on June 18, 2026. The postal ballo...
Nibe Limited Strengthens Board with Appointment of Independent Director Rajagopalan Madhavan
Jun 19, 2026
Nibe Limited has announced a board change following shareholder approval via postal ballot, confirming the appointment of Rajagopalan Madhavan as an independent director. His term is effective from March 25, 2026, for five consecutive years, and h...
Nibe Limited Defends Suryastra Programme, Rebuts Defence Article Allegations
Jun 16, 2026
Nibe Limited has issued a strong rebuttal to a recent Bharat Shakti article that labelled its Suryastra 300 km Universal Rocket Launching System as mere “Screwdriver giri” and questioned the integrity of the Indian Army’s fast-tr...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Sep 16, 2026