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APOLLOTYRE - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.4

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

Fundamental Rating: 3.4

Stock Code APOLLOTYRE Market Cap 25,938 Cr. Current Price 408 ₹ High / Low 540 ₹
Stock P/E 23.3 Book Value 170 ₹ Dividend Yield 1.22 % ROCE 9.80 %
ROE 6.28 % Face Value 1.00 ₹ DMA 50 440 ₹ DMA 200 468 ₹
Chg in FII Hold -0.11 % Chg in DII Hold -0.33 % PAT Qtr 468 Cr. PAT Prev Qtr 279 Cr.
RSI 36.3 MACD -3.19 Volume 28,03,895 Avg Vol 1Wk 12,87,744
Low price 392 ₹ High price 540 ₹ PEG Ratio 0.62 Debt to equity 0.31
52w Index 11.0 % Qtr Profit Var 274 % EPS 17.3 ₹ Industry PE 24.0

📊 Financials: APOLLOTYRE shows weak efficiency with ROE at 6.28% and ROCE at 9.80%. Debt-to-equity ratio of 0.31 indicates moderate leverage. EPS of ₹17.3 supports earnings visibility, with quarterly PAT rising sharply from ₹279 Cr. to ₹468 Cr. (+274%), reflecting strong earnings momentum despite low return metrics.

💹 Valuation: Current P/E of 23.3 is slightly below industry average (24.0), suggesting fair valuation. PEG ratio of 0.62 indicates undervaluation relative to growth. P/B ratio (~2.4) is reasonable compared to book value ₹170, offering some intrinsic value comfort.

🏢 Business Model: APOLLOTYRE operates in the automobile and tyre sector, benefiting from cyclical demand tied to auto sales. Competitive advantage lies in brand presence and scale, but weak efficiency metrics and moderate leverage reduce attractiveness.

📈 Entry Zone: Attractive entry closer to ₹390–410, near current support levels and below DMA 50 (₹440). Current price ₹408 is within fair accumulation zone, offering reasonable risk-reward.

📌 Long-Term Holding: Suitable for medium-term investors (2–3 years). Strong earnings growth supports holding, but weak ROE/ROCE and declining institutional confidence require cautious monitoring.


Positive

  • EPS of ₹17.3 supports earnings visibility
  • Dividend yield of 1.22% adds shareholder value
  • Quarterly PAT growth (+274%) highlights strong momentum
  • PEG ratio of 0.62 indicates undervaluation relative to growth

Limitation

  • Weak ROE (6.28%) and ROCE (9.80%)
  • Debt-to-equity ratio of 0.31 indicates moderate leverage
  • RSI at 36.3 shows weak momentum
  • MACD (-3.19) indicates bearish pressure

Company Negative News

  • FII holdings decreased (-0.11%), showing reduced foreign investor confidence
  • DII holdings decreased (-0.33%), reflecting weaker domestic institutional support

Company Positive News

  • Quarterly profit surge from ₹279 Cr. to ₹468 Cr.
  • Dividend yield of 1.22% supports investor sentiment
  • High trading volume (28 lakh) above weekly average, showing active participation

Industry

  • Industry P/E at 24.0, aligned with company valuation
  • Automobile and tyre sector outlook remains steady with cyclical demand tied to auto sales

Conclusion

APOLLOTYRE is a moderately attractive candidate with strong earnings growth but weak efficiency metrics and declining institutional support. Entry is recommended near ₹390–410 for margin of safety. Medium-term investors can hold for 2–3 years, booking partial profits near ₹460–470 resistance unless ROE/ROCE improve significantly.

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