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Pioneer InvestcorpBOM:507864 62 3-Year ROIIC % is 12.86 as of Mar. 2026, which is 96% above its 10-year median of 6.56. GuruFocus rates BOM:507864 with a GF Score™ of 62/100 and a GF Value™ of ₹63.09 (Modestly Overvalued). The stock has 7 warning signs investors should review. Among 658 Capital Markets companies, Pioneer Investcorp ranks better than 70.36% on this metric.
3-Year Return on Invested Incremental Capital (3-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 3-year.
Pioneer Investcorp's 3-Year ROIIC % for the quarter that ended in Mar. 2026 was 12.86%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Pioneer Investcorp's 3-Year ROIIC % or its related term are showing as below:
BOM:507864's 3-Year ROIIC % is ranked better than 70.36% of 658
companies
in the Capital Markets industry
Industry Median: 2.365
vs BOM:507864: 12.86
Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.
High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
Be Aware
It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.
Pioneer Investcorp 3-Year ROIIC % Related Terms
Pioneer Investcorp 3-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for Pioneer Investcorp's 3-Year ROIIC % 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.
BOM:507864 vs MS, GS, SCHW: 3-Year ROIIC % Comparison
For the Capital Markets subindustry, Pioneer Investcorp's 3-Year ROIIC %, along with its competitors' market caps and 3-Year ROIIC % 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.
Pioneer Investcorp 3-Year ROIIC % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Pioneer Investcorp's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Pioneer Investcorp's 3-Year ROIIC % falls into.
* 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.
** Annual data of NOPAT and Invested Capital was used to calculate 3-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.
Pioneer Investcorp (BOM:507864) has a 3-Year ROIIC % of 12.86 as of Mar. 2026. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Pioneer Investcorp and its competitors. This is 96% above median its historical median of 6.56. According to the industry distribution chart, Pioneer Investcorp ranks #195 out of 658 companies in the Capital Markets industry, placing it in the top 29.6%.
Is Pioneer Investcorp's 3-Year ROIIC % too high?
Pioneer Investcorp's current 3-Year ROIIC % of 12.86 is 96% above median its 10-year median of 6.56. The Capital Markets industry median 3-Year ROIIC % is 2.37. Pioneer Investcorp's value of 12.86 is 443.8% above this industry median. Based on the distribution chart, Pioneer Investcorp ranks #195 out of 658 companies in the Capital Markets industry, which is above the industry midpoint. Overall, Pioneer Investcorp has a GF Score™ of 62/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Pioneer Investcorp's 3-Year ROIIC % compare to MS and GS?
According to the Capital Markets industry distribution chart, Pioneer Investcorp ranks #195 out of 658 companies for 3-Year ROIIC %. This puts Pioneer Investcorp in the upper half of its industry. The industry median 3-Year ROIIC % is 2.37. Pioneer Investcorp's value of 12.86 is 443.8% above this benchmark. While the company's 10-year median is 6.56 vs. the industry median of 2.37, Pioneer Investcorp 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 3-Year ROIIC % for a Capital Markets company?
The median 3-Year ROIIC % among Capital Markets companies is 2.37, based on 658 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Pioneer Investcorp's current 3-Year ROIIC % of 12.86 is 443.8% 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 3-Year ROIIC % mean?
A high 3-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Pioneer Investcorp and its competitors. For the Capital Markets industry, the median 3-Year ROIIC % is 2.37 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Pioneer Investcorp's current 3-Year ROIIC % is 12.86, which is 96% above median its own 10-year median of 6.56. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Pioneer Investcorp stock overvalued right now?
Based on GuruFocus' analysis, Pioneer Investcorp (BOM:507864) is currently considered Modestly Overvalued. The stock's GF Value™ is ₹63.09, compared to a current price of ₹79.27 — trading 25.6% above its estimated fair value. The current 3-Year ROIIC % is 12.86, which is 96% above median its 10-year median of 6.56 and 443.8% above the Capital Markets industry median of 2.37. Pioneer Investcorp's overall GF Score™ is 62/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year ROIIC % calculated?
3-Year ROIIC % is calculated from a company's financial statements. For Pioneer Investcorp (BOM:507864), the current 3-Year ROIIC % is 12.86 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.
Is Pioneer Investcorp (BOM:507864) Overvalued in 2026?
Based on GuruFocus' analysis, Pioneer Investcorp stock appears to be overvalued.
The current stock price of ₹79.27 is trading 25.6% above its estimated GF Value™ of ₹63.09.
GuruFocus considers Pioneer Investcorp to be Modestly Overvalued.
Key valuation signals for BOM:507864:
3-Year ROIIC %: 12.86 (96% above median its 10-year median of 6.56)
GF Value™: ₹63.09 vs. price of ₹79.27 (25.6% above fair value)
Industry Position: 443.8% above the Capital Markets median (#195 of 658)
No single metric tells the full story. See the BOM:507864 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Pioneer Investcorp Ltd is a financial services company specializing in investment banking and advisory services. The company is a SEBI registered category I Merchant Banker. Its investment banking services include private equity advisory, merchant banking, corporate finance advisory, and strategic alliances, debt syndication, structured transactions, and mergers and acquisitions. The company also deals in products like Treasury Bills, Government securities, State Development Loans, Non-SLR Bonds, Corporate Bonds, and money market instruments like Certificates of Deposit, Commercial Paper, Inter-Corporate Deposits, and Call and notice Money Deposits. It also provides underwriting, claims, reinsurance, and risk management for a diverse set of clients.
62GF Score
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