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APARINDS - Fundamental Analysis: Financial Health & Valuation

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Rating: 4.2

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

Fundamental Rating: 4.2

Stock Code APARINDS Market Cap 49,532 Cr. Current Price 12,331 ₹ High / Low 12,850 ₹
Stock P/E 50.4 Book Value 1,153 ₹ Dividend Yield 0.41 % ROCE 33.3 %
ROE 19.8 % Face Value 10.0 ₹ DMA 50 10,567 ₹ DMA 200 9,233 ₹
Chg in FII Hold 0.03 % Chg in DII Hold 0.95 % PAT Qtr 226 Cr. PAT Prev Qtr 254 Cr.
RSI 67.1 MACD 575 Volume 2,10,792 Avg Vol 1Wk 1,66,870
Low price 5,300 ₹ High price 12,850 ₹ PEG Ratio 0.98 Debt to equity 0.14
52w Index 93.1 % Qtr Profit Var 28.2 % EPS 240 ₹ Industry PE 29.8

📊 Financials: APARINDS demonstrates strong fundamentals with ROE at 19.8% and ROCE at 33.3%, reflecting excellent capital efficiency. Debt-to-equity ratio of 0.14 highlights a healthy balance sheet. EPS of ₹240 supports robust earnings power, though quarterly PAT declined from ₹254 Cr. to ₹226 Cr. (-11%).

💹 Valuation: Current P/E of 50.4 is significantly above industry average (29.8), suggesting premium valuation. PEG ratio of 0.98 indicates fair valuation relative to growth. P/B ratio (~10.7) is stretched compared to book value ₹1,153, limiting intrinsic value comfort.

🏢 Business Model: APARINDS operates in specialty cables, conductors, and industrial oils, benefiting from infrastructure and power sector demand. Competitive advantage lies in diversified product portfolio, global presence, and strong operational efficiency. Overall health remains solid despite valuation premiums.

📈 Entry Zone: Ideal accumulation range is ₹11,800–12,000, near DMA 50 (₹10,567) and below current price ₹12,331. Current levels are close to resistance, making staggered entry advisable.

📌 Long-Term Holding: Suitable for long-term investors (3–5 years). Strong fundamentals support holding, with partial profit booking recommended near ₹12,800–12,850 resistance levels.


Positive

  • Strong ROCE (33.3%) and ROE (19.8%)
  • Low debt-to-equity ratio (0.14)
  • EPS of ₹240 reflects strong earnings power
  • DII holdings increased (+0.95%), showing domestic confidence

Limitation

  • High P/E (50.4) vs industry average (29.8)
  • Quarterly PAT decline (-11%)
  • Dividend yield of 0.41% is modest
  • RSI at 67.1 indicates nearing overbought zone

Company Negative News

  • Quarterly profit decline from ₹254 Cr. to ₹226 Cr.
  • FII holdings increased only marginally (+0.03%)

Company Positive News

  • Strong fundamentals with high ROCE and ROE
  • MACD (575) and RSI (67.1) show bullish momentum
  • Trading volumes above average indicate investor interest

Industry

  • Industry P/E at 29.8, lower than company’s valuation
  • Sector supported by infrastructure and power demand

Conclusion

APARINDS is a fundamentally strong candidate with excellent efficiency metrics and a healthy balance sheet. Entry is recommended near ₹11,800–12,000 for margin of safety. Long-term investors can hold for 3–5 years, with partial exits near ₹12,800–12,850 resistance levels. Monitoring quarterly earnings and valuation trends will be key for sustained returns.

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