⚠ Disclaimer: This report is generated using AI tools and is for informational purposes only. It does not constitute investment advice. Please consult a registered financial advisor before making any investment decisions.

AEGISLOG - Fundamental Analysis: Financial Health & Valuation

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Rating: 4.2

Last Updated Time : 19 Mar 26, 07:09 pm

Fundamental Rating: 4.2

Stock Code AEGISLOG Market Cap 21,544 Cr. Current Price 614 ₹ High / Low 946 ₹
Stock P/E 33.4 Book Value 78.4 ₹ Dividend Yield 1.18 % ROCE 23.9 %
ROE 20.4 % Face Value 1.00 ₹ DMA 50 682 ₹ DMA 200 729 ₹
Chg in FII Hold 0.99 % Chg in DII Hold -0.84 % PAT Qtr 183 Cr. PAT Prev Qtr 167 Cr.
RSI 36.1 MACD -24.2 Volume 7,67,945 Avg Vol 1Wk 17,10,068
Low price 586 ₹ High price 946 ₹ PEG Ratio 7.18 Debt to equity 0.15
52w Index 7.87 % Qtr Profit Var 179 % EPS 18.4 ₹ Industry PE 28.0

📊 Financials

  • Revenue & Profitability: PAT has grown from ₹167 Cr. to ₹183 Cr. showing consistent improvement. Quarterly profit variation stands at 179%, indicating strong earnings momentum.
  • Margins & Returns: ROCE at 23.9% and ROE at 20.4% reflect efficient capital utilization and strong shareholder returns.
  • Debt & Liquidity: Debt-to-equity ratio of 0.15 suggests a healthy balance sheet with minimal leverage.
  • Cash Flow: Stable dividend yield of 1.18% indicates positive cash generation and shareholder-friendly policies.

💹 Valuation

  • P/E Ratio: 33.4 vs Industry PE of 28.0 — slightly overvalued compared to peers.
  • P/B Ratio: Current price ₹614 vs Book Value ₹78.4 — high valuation multiple.
  • PEG Ratio: 7.18 — indicates expensive valuation relative to growth.
  • Intrinsic Value: Current price is above fair value zone, suggesting limited margin of safety.

🏢 Business Model & Competitive Advantage

  • Asset-light logistics model with strong operational efficiency.
  • Consistent growth in profits and high ROCE/ROE highlight competitive strength.
  • Low debt enhances resilience in cyclical downturns.

📈 Entry Zone & Long-Term Guidance

  • Entry Zone: Attractive accumulation range between ₹586 – ₹620, closer to its 52-week low.
  • Long-Term Holding: Strong fundamentals and industry tailwinds make it a good candidate for long-term holding, though valuation is stretched. Accumulate on dips.

✅ Positive

  • High ROCE and ROE indicating strong efficiency.
  • Low debt-to-equity ratio ensures financial stability.
  • Consistent profit growth with strong quarterly performance.

⚠️ Limitation

  • Valuation multiples (P/E, PEG, P/B) suggest overvaluation.
  • Stock trading below DMA 50 and DMA 200 indicates weak technical momentum.

📉 Company Negative News

  • Decline in DII holdings (-0.84%) shows reduced domestic institutional confidence.
  • RSI at 36.1 and MACD negative (-24.2) reflect bearish technical signals.

📈 Company Positive News

  • FII holdings increased by 0.99%, showing foreign investor confidence.
  • Quarterly PAT growth demonstrates strong earnings trajectory.

🏭 Industry

  • Logistics sector is benefiting from rising demand in e-commerce and infrastructure expansion.
  • Industry PE at 28.0 indicates moderate valuation compared to broader market.

🔎 Conclusion

AEGISLOG shows strong fundamentals with high efficiency, low debt, and consistent profit growth. However, valuations are stretched, and technical indicators suggest near-term weakness. Best strategy: accumulate near ₹586–₹620 and hold for long-term gains as industry tailwinds remain favorable.

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