Apex Capital & Finance (BOM:541133) 5-Year ROIIC % : 7.05% (As of Mar. 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

What is Apex Capital & Finance 5-Year ROIIC %?

Apex Capital & Finance BOM:541133 5-Year ROIIC % is 7.05 as of Mar. 2026. The stock has 2 warning signs investors should review.

5-Year Return on Invested Incremental Capital (5-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 5-year. Apex Capital & Finance's 5-Year ROIIC % for the quarter that ended in Mar. 2026 was 7.05%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for Apex Capital & Finance's 5-Year ROIIC % or its related term are showing as below:

BOM:541133's 5-Year ROIIC % is not ranked
in the Credit Services industry.
Industry Median: 3.165 vs BOM:541133: 7.05

Apex Capital & Finance  (BOM:541133) 5-Year ROIIC % Explanation

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.


Apex Capital & Finance 5-Year ROIIC % Related Terms


Apex Capital & Finance 5-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for Apex Capital & Finance's 5-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.

Apex Capital & Finance 5-Year ROIIC % Chart

Apex Capital & Finance Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
5-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -0.86 0.61 -7.20 0.61 7.05

Apex Capital & Finance Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
5-Year ROIIC % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.00 0.00 0.00 7.05 0.00

BOM:541133 vs : 5-Year ROIIC % Comparison

For the Credit Services subindustry, Apex Capital & Finance's 5-Year ROIIC %, along with its competitors' market caps and 5-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.


Apex Capital & Finance 5-Year ROIIC % vs Credit Services Industry

For the Credit Services industry and Financial Services sector, Apex Capital & Finance's 5-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Apex Capital & Finance's 5-Year ROIIC % falls into.



Apex Capital & Finance 5-Year ROIIC % Calculation

Apex Capital & Finance's 5-Year ROIIC % for the quarter that ended in Mar. 2026 is calculated as:

5-Year ROIIC %=5-Year Incremental Net Operating Profit After Taxes (NOPAT)**/5-Year Incremental Invested Capital**
=( 37.3193706 (Mar. 2026) - 6.2021585 (Mar. 2021) )/( 1073.974 (Mar. 2026) - 632.482 (Mar. 2021) )
=31.1172121/441.492
=7.05%***

* 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 5-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.

Frequently Asked Questions Learn more about 5-Year ROIIC % →
What does a 5-Year ROIIC % of 7.05 mean?
Apex Capital & Finance (BOM:541133) has a 5-Year ROIIC % of 7.05 as of Mar. 2026. 5-Year ROIIC % measures the change in earnings as a percentage of change in investment over 5-year. View historical data on Apex Capital & Finance and its competitors.
Is Apex Capital & Finance's 5-Year ROIIC % too high?
Apex Capital & Finance's current 5-Year ROIIC % is 7.05. The Credit Services industry median 5-Year ROIIC % is 3.17. Apex Capital & Finance's value of 7.05 is 122.7% above this industry median.
How does Apex Capital & Finance's 5-Year ROIIC % compare to ?
Apex Capital & Finance's 5-Year ROIIC % of 7.05 can be compared against companies in the Credit Services industry. The industry median 5-Year ROIIC % is 3.17. Apex Capital & Finance's value of 7.05 is 122.7% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year ROIIC % for a Credit Services company?
The median 5-Year ROIIC % among Credit Services companies is 3.17, based on 378 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Apex Capital & Finance's current 5-Year ROIIC % of 7.05 is 122.7% 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 5-Year ROIIC % mean?
A high 5-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 5-Year ROIIC % measures the change in earnings as a percentage of change in investment over 5-year. View historical data on Apex Capital & Finance and its competitors. For the Credit Services industry, the median 5-Year ROIIC % is 3.17 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Apex Capital & Finance's current 5-Year ROIIC % is 7.05. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Apex Capital & Finance stock overvalued right now?
Apex Capital & Finance (BOM:541133) has a current 5-Year ROIIC % of 7.05. The stock's GF Value™ is ₹54.11, compared to a current price of ₹45.60 — trading 15.7% below its estimated fair value. The current 5-Year ROIIC % is 7.05 and 122.7% above the Credit Services industry median of 3.17. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year ROIIC % calculated?
5-Year ROIIC % is calculated from a company's financial statements. For Apex Capital & Finance (BOM:541133), the current 5-Year ROIIC % is 7.05 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.

Apex Capital & Finance Business Description

Comparable Companies
Address L-3, Green Park Extension, New Delhi, IND, 110016
Apex Capital & Finance Ltd is a Non-Deposit Accepting Non-Banking Finance Company. The main business of the Company is lending/advancing of short-term and / long-term finance to any individual, firm, company, bodies corporate, corporation, society, etc., whether at interest or without interest and with or without security. It operates in India, which is considered a single geographical segment. The Company is engaged in a single segment of finance/lending.