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APLLTD - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.3

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

Fundamental Rating: 3.3

Stock Code APLLTD Market Cap 14,841 Cr. Current Price 755 ₹ High / Low 1,108 ₹
Stock P/E 29.2 Book Value 267 ₹ Dividend Yield 1.46 % ROCE 11.3 %
ROE 9.68 % Face Value 2.00 ₹ DMA 50 739 ₹ DMA 200 827 ₹
Chg in FII Hold 0.03 % Chg in DII Hold 0.00 % PAT Qtr 149 Cr. PAT Prev Qtr 179 Cr.
RSI 56.0 MACD 15.1 Volume 31,294 Avg Vol 1Wk 76,138
Low price 635 ₹ High price 1,108 ₹ PEG Ratio -8.86 Debt to equity 0.27
52w Index 25.3 % Qtr Profit Var 74.0 % EPS 24.0 ₹ Industry PE 30.1

📊 Financials: APLLTD shows moderate fundamentals with ROE at 9.68% and ROCE at 11.3%, both below sector leaders. Debt-to-equity ratio of 0.27 is manageable. EPS of ₹24.0 reflects decent earnings power, though quarterly PAT declined from ₹179 Cr. to ₹149 Cr., signaling earnings pressure.

💹 Valuation: Current P/E of 29.2 is aligned with industry average (30.1), suggesting fair valuation. PEG ratio of -8.86 highlights weak growth prospects. P/B ratio (~2.8) is reasonable compared to book value ₹267, offering some intrinsic value comfort.

🏢 Business Model: APLLTD operates in pharmaceuticals, benefiting from long-term demand and innovation-driven growth. Competitive advantage lies in product portfolio and sector positioning. However, declining profitability and weak return metrics limit attractiveness.

📈 Entry Zone: Ideal entry near ₹700–740, close to DMA 50 (₹739) and below current price ₹755. This range offers better valuation comfort and aligns with technical support.

📌 Long-Term Holding: Suitable for medium-term investors (2–3 years). Long-term holding beyond 3 years should be reconsidered unless ROE/ROCE improve and earnings stabilize.


Positive

  • Dividend yield of 1.46% provides shareholder returns
  • P/E (29.2) aligned with industry average (30.1)
  • EPS of ₹24.0 supports earnings consistency
  • FII holdings increased slightly (+0.03%)

Limitation

  • Weak ROE (9.68%) and ROCE (11.3%)
  • Negative PEG ratio (-8.86) signals poor growth outlook
  • Quarterly PAT decline (₹149 Cr. vs ₹179 Cr.)
  • DII holdings flat (0.00%), showing limited domestic confidence

Company Negative News

  • No major negative news reported, but profit decline raises concerns

Company Positive News

  • Dividend yield supports shareholder value
  • Valuation metrics aligned with industry average

Industry

  • Industry P/E at 30.1 reflects moderate sector valuation
  • Pharmaceutical sector benefits from long-term demand and innovation-driven growth

Conclusion

APLLTD is moderately attractive with fair valuation and dividend support, but weak ROE/ROCE and negative PEG ratio limit long-term appeal. Entry is recommended around ₹700–740 for better margin of safety. For existing holders, a medium-term horizon (2–3 years) with partial exits near ₹950–1,000 is advisable. Long-term holding should be reconsidered unless profitability metrics improve.

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