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AEGISVOPAK - Fundamental Analysis: Financial Health & Valuation

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Rating: 2.9

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

Fundamental Rating: 2.9

Stock Code AEGISVOPAK Market Cap 20,963 Cr. Current Price 189 ₹ 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 50 216 ₹ DMA 200 239 ₹
Chg in FII Hold -0.04 % Chg in DII Hold -0.05 % PAT Qtr 51.1 Cr. PAT Prev Qtr 49.0 Cr.
RSI 37.2 MACD -8.84 Volume 4,73,348 Avg Vol 1Wk 5,03,037
Low price 183 ₹ High price 302 ₹ PEG Ratio 0.32 Debt to equity 0.40
52w Index 5.27 % Qtr Profit Var 50.3 % EPS 1.65 ₹ Industry PE 54.7

📊 Financials

  • Revenue & Profitability: PAT improved slightly from ₹49 Cr. to ₹51.1 Cr., showing modest growth. EPS remains low at ₹1.65, limiting earnings strength.
  • Margins & Returns: ROCE at 6.53% and ROE at 7.70% are weak compared to industry standards, reflecting poor efficiency.
  • Debt & Liquidity: Debt-to-equity ratio of 0.40 indicates moderate leverage, manageable but not ideal.
  • Cash Flow: No dividend yield, suggesting reinvestment but limited shareholder returns.

💹 Valuation

  • P/E Ratio: 118 vs Industry PE of 54.7 — highly overvalued.
  • P/B Ratio: Current price ₹189 vs Book Value ₹42.2 — trading at a steep premium.
  • PEG Ratio: 0.32 — indicates undervaluation relative to growth, but earnings base is weak.
  • Intrinsic Value: Current price appears inflated compared to fundamentals.

🏢 Business Model & Competitive Advantage

  • Operates in storage and logistics with strategic assets, but profitability remains subdued.
  • Moderate debt and asset-heavy model limit flexibility.
  • Competitive advantage is weak due to low returns and high valuation multiples.

📈 Entry Zone & Long-Term Guidance

  • Entry Zone: Reasonable accumulation range between ₹183 – ₹190, near its 52-week low.
  • Long-Term Holding: Caution advised — fundamentals are weak and valuations stretched. Suitable only for patient investors willing to wait for industry-driven growth.

✅ Positive

  • Quarterly PAT growth of 50.3% shows some earnings momentum.
  • PEG ratio of 0.32 suggests potential undervaluation if growth sustains.
  • Stock price near 52-week low offers accumulation opportunity.

⚠️ Limitation

  • Extremely high P/E ratio (118) compared to industry average.
  • Weak ROCE and ROE highlight poor efficiency.
  • No dividend yield reduces attractiveness for income investors.

📉 Company Negative News

  • Decline in both FII (-0.04%) and DII (-0.05%) holdings shows reduced institutional confidence.
  • RSI at 37.2 and MACD negative (-8.84) indicate bearish technical signals.

📈 Company Positive News

  • Quarterly PAT growth reflects improving earnings trend.
  • Trading close to 52-week low may attract value-seeking investors.

🏭 Industry

  • Logistics and storage sector benefits from infrastructure expansion and rising demand.
  • Industry PE at 54.7 is lower than company’s valuation, highlighting relative overpricing.

🔎 Conclusion

AEGISVOPAK shows modest profit growth but suffers from weak efficiency and inflated valuations. With ROCE and ROE below industry standards, the company lacks strong fundamentals. Entry near ₹183–₹190 may be considered for long-term investors, but caution is warranted given overvaluation and weak returns. Best approach: accumulate slowly at lows and hold only if industry growth accelerates.

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