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AEGISVOPAK - Fundamental Analysis: Financial Health & Valuation

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Rating: 2.4

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

Fundamental Rating: 2.4

Stock Code AEGISVOPAK Market Cap 21,010 Cr. Current Price 190 ₹ High / Low 302 ₹
Stock P/E 118 Book Value 42.2 ₹ Dividend Yield 0.00 % ROCE 6.53 %
ROE 7.70 % Face Value 10.0 ₹ DMA 50 198 ₹ DMA 200 226 ₹
Chg in FII Hold -0.14 % Chg in DII Hold -0.09 % PAT Qtr 51.1 Cr. PAT Prev Qtr 49.0 Cr.
RSI 47.8 MACD 0.99 Volume 33,26,542 Avg Vol 1Wk 13,88,116
Low price 158 ₹ High price 302 ₹ PEG Ratio 0.32 Debt to equity 0.40
52w Index 22.0 % Qtr Profit Var 50.3 % EPS 1.65 ₹ Industry PE 55.8

📊 Financials: ROE (7.70%) and ROCE (6.53%) are weak, showing poor efficiency in capital utilization. Debt-to-equity ratio of 0.40 indicates moderate leverage. PAT improved slightly from ₹49 Cr. to ₹51.1 Cr., but EPS remains very low at ₹1.65, reflecting limited profitability.

💹 Valuation: Current P/E of 118 is extremely high compared to industry average (55.8), signaling severe overvaluation. PEG ratio of 0.32 suggests undervaluation relative to growth, but weak fundamentals undermine this. P/B ratio (~4.5) is stretched against book value ₹42.2.

🏢 Business Model: AEGISVOPAK operates in logistics and chemical storage, benefiting from infrastructure scale. However, profitability metrics are weak, and lack of dividend yield reduces shareholder returns. Competitive advantage is limited by poor capital efficiency.

📈 Entry Zone: Fair entry closer to ₹160–175, near support levels (DMA 50 at ₹198, low price ₹158). Current price ₹190 is above fair accumulation zone, making cautious entry advisable only at lower levels.

📌 Long-Term Holding: Not ideal for long-term investors at current valuations. Weak fundamentals and poor return metrics suggest limited upside unless profitability improves significantly.


Positive

  • PEG ratio of 0.32 indicates potential undervaluation relative to growth
  • Quarterly profit variation at 50.3% shows some momentum
  • Moderate debt-to-equity ratio (0.40) is manageable

Limitation

  • Extremely high P/E ratio (118) vs industry average (55.8)
  • Weak ROE (7.70%) and ROCE (6.53%)
  • No dividend yield, reducing investor appeal
  • EPS of ₹1.65 reflects poor earnings power

Company Negative News

  • Institutional selling: FII holdings decreased by -0.14% and DII holdings by -0.09%

Company Positive News

  • Quarterly PAT growth from ₹49 Cr. to ₹51.1 Cr.
  • Volume activity surged (33.2 lakh vs avg 13.8 lakh), showing investor interest

Industry

  • Logistics and chemical storage sector expanding with industrial demand
  • Industry P/E at 55.8, indicating moderate valuations compared to company’s extreme premium

Conclusion

AEGISVOPAK is severely overvalued with weak fundamentals, low profitability, and no dividend yield. Entry is recommended only near ₹160–175 for speculative accumulation. Long-term holding is risky unless operational efficiency and earnings improve substantially.

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