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AARTIIND - Fundamental Analysis: Financial Health & Valuation

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Rating: 2.8

Last Updated Time : 04 May 26, 11:57 am

Fundamental Rating: 2.8

Stock Code AARTIIND Market Cap 18,402 Cr. Current Price 508 ₹ High / Low 512 ₹
Stock P/E 49.9 Book Value 158 ₹ Dividend Yield 0.20 % ROCE 6.43 %
ROE 6.22 % Face Value 5.00 ₹ DMA 50 438 ₹ DMA 200 419 ₹
Chg in FII Hold 0.68 % Chg in DII Hold 1.90 % PAT Qtr 146 Cr. PAT Prev Qtr 80.0 Cr.
RSI 75.9 MACD 20.5 Volume 15,67,416 Avg Vol 1Wk 21,11,937
Low price 338 ₹ High price 512 ₹ PEG Ratio -1.47 Debt to equity 0.69
52w Index 97.2 % Qtr Profit Var 211 % EPS 10.4 ₹ Industry PE 28.9

📈 Positive

- Market capitalization of ₹18,402 Cr. provides scale in the chemical sector.

- Quarterly PAT surged to ₹146 Cr. from ₹80 Cr., showing strong earnings recovery (+211%).

- EPS of ₹10.4 supports earnings visibility.

- FII holdings increased (+0.68%) and DII holdings rose (+1.90%), reflecting institutional support.

- Trading well above DMA 50 (₹438) and DMA 200 (₹419), confirming bullish momentum.

⚠️ Limitation

- High P/E ratio of 49.9 vs industry average of 28.9, signaling overvaluation.

- Weak ROE (6.22%) and ROCE (6.43%) highlight poor efficiency.

- Negative PEG ratio (-1.47) suggests unsustainable valuation relative to growth.

- Dividend yield of 0.20% offers negligible income support.

- Debt-to-equity ratio of 0.69 indicates moderate leverage risk.

- RSI at 75.9 shows overbought conditions, limiting near-term upside.

🚨 Company Negative News

- Concerns around stretched valuations and weak efficiency ratios despite profit growth.

- Overbought technical indicators raise caution for fresh entry.

🌟 Company Positive News

- Strong quarterly profit growth (+211%) supports earnings momentum.

- Institutional investors (FII & DII) increasing stake adds confidence.

- MACD positive (20.5), reinforcing bullish trend.

🏭 Industry

- Industry P/E of 28.9 highlights AARTIIND’s premium valuation.

- Chemical sector outlook remains steady, supported by demand in specialty chemicals.

- Competitive advantage lies in diversified product portfolio and export presence.

📝 Conclusion

AARTIIND shows strong earnings recovery and institutional support but remains fundamentally weak due to poor ROE/ROCE and stretched valuations. Technical indicators suggest caution.

🔑 **Entry Zone:** ₹360–₹400, closer to valuation comfort and support levels.

📌 **Long-term Holding Guidance:** Suitable for medium-term holding (2–3 years) if earnings growth sustains and efficiency improves. Consider partial profit booking near ₹520–₹530.

This frames AARTIIND as a swing-trade candidate with valuation risks but strong momentum. Would you like me to prepare a sector overlay benchmarking (AARTIIND vs peers like Atul Ltd, Vinati Organics, and SRF) to highlight valuation and efficiency gaps?

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