Beacon Trusteeship (NSE:BEACON) ROA %: 8.39% (As of Mar. 2026) — 50% Below Median


NSE:BEACON Beacon Trusteeship Ltd NSE:BEACON
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What is Beacon Trusteeship ROA %?

Beacon Trusteeship NSE:BEACON +3.22% 47 ROA % is 8.39% as of Mar. 2026, which is 50% below its 10-year median of 16.68. GuruFocus rates NSE:BEACON with a GF Score™ of 47/100. The stock has 3 warning signs investors should review. Among 819 Capital Markets companies, Beacon Trusteeship ranks better than 89.01% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Beacon Trusteeship's annualized Net Income for the quarter that ended in Mar. 2026 was ₹50.4 Mil. Beacon Trusteeship's average Total Assets over the quarter that ended in Mar. 2026 was ₹601.1 Mil. Therefore, Beacon Trusteeship's annualized ROA % for the quarter that ended in Mar. 2026 was 8.39%.

The historical rank and industry rank for Beacon Trusteeship's ROA % or its related term are showing as below:

NSE:BEACON' s ROA % Range Over the Past 10 Years
Min: 10.94   Med: 16.68   Max: 28.32
Current: 12.19

During the past 6 years, Beacon Trusteeship's highest ROA % was 28.32%. The lowest was 10.94%. And the median was 16.68%.

NSE:BEACON's ROA % is ranked better than
89.01% of 819 companies
in the Capital Markets industry
Industry Median: 1.5 vs NSE:BEACON: 12.19

Beacon Trusteeship  (NSE:BEACON) ROA % Explanation

ROA % measures the rate of return on the total assets (shareholder equity plus liabilities). It measures a firm's efficiency at generating profits from shareholders' equity plus its liabilities. ROA % shows how well a company uses what it has to generate earnings. ROA %s can vary drastically across industries. Therefore, ROA % should not be used to compare companies in different industries. For retailers, a ROA % of higher than 5% is expected. For example, Wal-Mart (WMT) has a ROA % of about 8% as of 2012. For banks, ROA % is close to their interest spread. A bank’s ROA % is typically well under 2%.

Similar to ROE, ROA % is affected by profit margins and asset turnover. This can be seen from the Du Pont Formula:

ROA %(Q: Mar. 2026 )
=Net Income/Total Assets
=50.438/601.1435
=(Net Income / Revenue)*(Revenue / Total Assets)
=(50.438 / 298.348)*(298.348 / 601.1435)
=Net Margin %*Asset Turnover
=16.91 %*0.4963
=8.39 %

Note: The Net Income data used here is two times the semi-annual (Mar. 2026) net income data. The Revenue data used here is two times the semi-annual (Mar. 2026) revenue data.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Be Aware

Like ROE, ROA % is calculated with only 12 months data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. ROA % can be affected by events such as stock buyback or issuance, and by goodwill, a company's tax rate and its interest payment. ROA % may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).

Many analysts argue the higher return the better. Buffett states that really high ROA % may indicate vulnerability in the durability of the competitive advantage.

E.g. Raising $43b to take on KO is impossible, but $1.7b to take on Moody's is. Although Moody's ROA % and underlying economics is far superior to Coca Cola, the durability is far weaker because of lower entry cost.


Beacon Trusteeship ROA % Related Terms


Beacon Trusteeship ROA % Historical Data

* Premium members only.

The historical data trend for Beacon Trusteeship's ROA % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Beacon Trusteeship ROA % Chart

Beacon Trusteeship Annual Data
Trend Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
ROA %
Get a 7-Day Free Trial 28.32 19.53 20.86 13.83 12.15

Beacon Trusteeship Semi-Annual Data
Mar21 Mar22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25 Mar26
ROA % Get a 7-Day Free Trial Premium Member Only 8.77 21.95 4.65 16.43 8.39

NSE:BEACON vs MS, GS, SCHW: ROA % Comparison

For the Capital Markets subindustry, Beacon Trusteeship's ROA %, along with its competitors' market caps and ROA % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Beacon Trusteeship ROA % vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Beacon Trusteeship's ROA % distribution charts can be found below:

* The bar in red indicates where Beacon Trusteeship's ROA % falls into.


NSE:BEACON
47GF Score
Beacon Trusteeship Ltd NSE:BEACON
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Beacon Trusteeship ROA % Calculation

Beacon Trusteeship's annualized ROA % for the fiscal year that ended in Mar. 2026 is calculated as:

ROA %=Net Income (A: Mar. 2026 )/( (Total Assets (A: Mar. 2025 )+Total Assets (A: Mar. 2026 ))/ count )
=69.779/( (515.589+633.01)/ 2 )
=69.779/574.2995
=12.15 %

Beacon Trusteeship's annualized ROA % for the quarter that ended in Mar. 2026 is calculated as:

ROA %=Net Income (Q: Mar. 2026 )/( (Total Assets (Q: Sep. 2025 )+Total Assets (Q: Mar. 2026 ))/ count )
=50.438/( (569.277+633.01)/ 2 )
=50.438/601.1435
=8.39 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual ROA %, the net income of the last fiscal year and the average total assets over the fiscal year are used. In calculating the quarterly data, the Net Income data used here is two times the semi-annual (Mar. 2026) net income data. ROA % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROA % →
What does a ROA % of 8.39% mean?
Beacon Trusteeship (NSE:BEACON) has a ROA % of 8.39% as of Mar. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Beacon Trusteeship and its competitors. This is 50% below median its historical median of 16.68. Over the past decade, Beacon Trusteeship's ROA % has ranged from 10.94 to 28.32. According to the industry distribution chart, Beacon Trusteeship ranks #90 out of 819 companies in the Capital Markets industry, placing it in the top 11%.
Is Beacon Trusteeship's ROA % too high?
Beacon Trusteeship's current ROA % of 8.39% is 50% below median its 10-year median of 16.68. Over the past 10 years, this metric has ranged from a low of 10.94 to a high of 28.32. The Capital Markets industry median ROA % is 1.50. Beacon Trusteeship's value of 8.39% is 459.3% above this industry median. Based on the distribution chart, Beacon Trusteeship ranks #90 out of 819 companies in the Capital Markets industry, which is in the top quartile — a strong position relative to peers. Overall, Beacon Trusteeship has a GF Score™ of 47/100, reflecting its overall financial health beyond just this single metric.
How does Beacon Trusteeship's ROA % compare to MS and GS?
According to the Capital Markets industry distribution chart, Beacon Trusteeship ranks #90 out of 819 companies for ROA %. This places Beacon Trusteeship in the top 11% of its industry — outperforming the majority of peers. The industry median ROA % is 1.50. Beacon Trusteeship's value of 8.39% is 459.3% above this benchmark. Historically, Beacon Trusteeship's own ROA % has ranged from 10.94 to 28.32 over the past decade. While the company's 10-year median is 16.68 vs. the industry median of 1.50, Beacon Trusteeship has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROA % for a Capital Markets company?
The median ROA % among Capital Markets companies is 1.50, based on 819 companies in the industry. Companies in the top quartile (top 25%) have a ROA % significantly above this median, while those in the bottom quartile fall well below. However, ROA % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Beacon Trusteeship's current ROA % of 8.39% is 459.3% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROA % mean?
A high ROA % can signal that a stock is expensive relative to its fundamentals. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Beacon Trusteeship and its competitors. For the Capital Markets industry, the median ROA % is 1.50 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Beacon Trusteeship's current ROA % is 8.39%, which is 50% below median its own 10-year median of 16.68. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Beacon Trusteeship stock overvalued right now?
Beacon Trusteeship (NSE:BEACON) has a current ROA % of 8.39%. The current ROA % is 8.39%, which is 50% below median its 10-year median of 16.68 and 459.3% above the Capital Markets industry median of 1.50. Beacon Trusteeship's overall GF Score™ is 47/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROA % calculated?
ROA % is calculated from a company's financial statements. For Beacon Trusteeship (NSE:BEACON), the current ROA % is 8.39% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Beacon Trusteeship Business Description

Address Bandra Kurla Complex, 5W, 5th Floor, The Metropolitan, E Block, Bandra (East), Mumbai, MH, IND, 400051
Beacon Trusteeship Ltd is a SEBI registered Debenture Trustee, which provides a wide range of trusteeship services across various sectors such as Debenture Trustee Services, Security Trustee Services, Trustee to Alternate Investment Fund (AIF), Trustee to ESOP, Securitization Trustee, Bond Trusteeship Services, Escrow Services, Safe keeping and other allied services. Trusteeship services include Due diligence, Custodial services, Monitoring compliance, Documentation, Disclosures, Record keeping, etc.
47GF Score

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