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ADANIENT - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.1

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

Fundamental Rating: 3.1

Stock Code ADANIENT Market Cap 3,13,310 Cr. Current Price 2,408 ₹ High / Low 2,613 ₹
Stock P/E 131 Book Value 486 ₹ Dividend Yield 0.05 % ROCE 7.60 %
ROE 5.35 % Face Value 1.00 ₹ DMA 50 2,135 ₹ DMA 200 2,229 ₹
Chg in FII Hold -0.84 % Chg in DII Hold -0.01 % PAT Qtr 344 Cr. PAT Prev Qtr 563 Cr.
RSI 74.4 MACD 106 Volume 39,00,124 Avg Vol 1Wk 37,44,527
Low price 1,753 ₹ High price 2,613 ₹ PEG Ratio 10.3 Debt to equity 0.18
52w Index 76.2 % Qtr Profit Var -42.8 % EPS 88.1 ₹ Industry PE 156

📈 Positive

- Large market capitalization of ₹3,13,310 Cr. ensures scale and liquidity.

- EPS of ₹88.1 provides earnings visibility.

- Debt-to-equity ratio of 0.18 reflects low leverage risk.

- Stock trading above DMA 50 (₹2,135) and DMA 200 (₹2,229), confirming bullish momentum.

- Strong trading volume (39 lakh vs avg 37 lakh) indicates active participation.

⚠️ Limitation

- Very high P/E of 131 vs industry average of 156, showing stretched valuations.

- Weak ROCE (7.60%) and ROE (5.35%) highlight poor efficiency.

- PEG ratio of 10.3 suggests growth priced expensively.

- Dividend yield of 0.05% offers negligible income support.

- RSI at 74.4 indicates overbought conditions.

- Quarterly PAT declined (₹344 Cr. vs ₹563 Cr.), raising concerns about earnings sustainability.

🚨 Company Negative News

- FII holdings declined (-0.84%), showing reduced foreign investor confidence.

- DII holdings slightly reduced (-0.01%), reflecting neutral domestic stance.

- Quarterly profit variation (-42.8%) highlights earnings pressure.

🌟 Company Positive News

- MACD positive (106), reinforcing bullish momentum.

- Stock trading near 76% of 52-week range, showing strong price action.

- Large market cap and diversified exposure provide long-term visibility.

🏭 Industry

- Industry P/E of 156 highlights sector-wide premium valuations.

- Infrastructure and diversified business exposure provide long-term growth potential.

- Sector outlook remains strong but requires consistent profitability to justify valuations.

📝 Conclusion

ADANIENT is a moderately favorable candidate for long-term holding, supported by scale and earnings visibility but constrained by high valuations and weak recent profit trends.

🔑 **Entry Zone:** ₹2,200–₹2,250, closer to DMA support and valuation comfort.

📌 **Long-term Holding Guidance:** Suitable for medium-to-long term (3–5 years) if earnings growth stabilizes. Risk lies in stretched valuations, declining quarterly profits, and overbought RSI; maintain strict stop-loss around ₹2,180.

This positions ADANIENT as a momentum-driven but valuation-stretched stock. Would you like me to extend this into a peer benchmarking overlay (ADANIENT vs Adani Ports, Adani Green, and Adani Power) to highlight relative valuation and efficiency gaps?

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