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APOLLOTYRE - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.7

Last Updated Time : 03 Feb 26, 06:34 pm

Fundamental Rating: 3.7

Stock Code APOLLOTYRE Market Cap 32,096 Cr. Current Price 505 ₹ High / Low 540 ₹
Stock P/E 41.6 Book Value 170 ₹ Dividend Yield 0.99 % ROCE 9.80 %
ROE 6.28 % Face Value 1.00 ₹ DMA 50 505 ₹ DMA 200 489 ₹
Chg in FII Hold 0.36 % Chg in DII Hold -0.04 % PAT Qtr 279 Cr. PAT Prev Qtr 223 Cr.
RSI 51.0 MACD -4.42 Volume 12,16,741 Avg Vol 1Wk 7,57,011
Low price 368 ₹ High price 540 ₹ PEG Ratio 1.10 Debt to equity 0.31
52w Index 79.4 % Qtr Profit Var 66.8 % EPS 12.2 ₹ Industry PE 29.2

📊 Financials: APOLLOTYRE shows moderate fundamentals with ROCE at 9.80% and ROE at 6.28%, reflecting weak capital efficiency. Quarterly PAT improved from ₹223 Cr. to ₹279 Cr., showing strong earnings growth. Debt-to-equity at 0.31 indicates manageable leverage. EPS of ₹12.2 is modest relative to its market cap of ₹32,096 Cr.

💹 Valuation: The stock trades at a P/E of 41.6, above the industry average of 29.2, suggesting overvaluation. P/B ratio is ~2.97 (505/170), which is moderately expensive compared to peers. PEG ratio of 1.10 indicates valuations are fairly aligned with growth. Dividend yield of 0.99% provides some income support.

🏢 Business Model & Competitive Advantage: APOLLOTYRE operates in the automotive sector, manufacturing tyres for passenger, commercial, and off-road vehicles. Its competitive advantage lies in brand recognition, diversified product portfolio, and strong distribution network. However, profitability metrics remain weak compared to industry leaders.

📈 Entry Zone: Technicals show RSI at 51.0 (neutral) and MACD negative, with price near DMA 50 & 200. Accumulation may be considered near ₹480–500 for long-term investors. Current valuations are slightly stretched, so cautious entry is recommended.


Positive

  • Quarterly PAT growth from ₹223 Cr. to ₹279 Cr. (+66.8%).
  • FII holdings increased by 0.36%, showing foreign investor interest.
  • Strong brand presence in the tyre industry.

Limitation

  • Weak ROCE (9.80%) and ROE (6.28%).
  • P/E ratio (41.6) above industry average (29.2).
  • Dividend yield of 0.99% is modest.

Company Negative News

  • DII holdings decreased by -0.04%, showing reduced domestic institutional confidence.
  • Weak technical momentum with MACD negative.

Company Positive News

  • FII holdings increased (+0.36%), reflecting foreign investor support.
  • Quarterly PAT growth highlights operational improvement.
  • Strong trading volumes above average indicate investor interest.

Industry

  • Automotive sector benefits from rising demand for passenger and commercial vehicles.
  • Industry P/E at 29.2 is lower than APOLLOTYRE, showing sector-wide value opportunities.
  • Government push for infrastructure and mobility supports long-term demand.

Conclusion

🔎 APOLLOTYRE is financially stable with manageable debt and strong brand presence but faces weak profitability and stretched valuations. Entry near ₹480–500 may be considered for long-term investors. Conservative investors should wait for improved return metrics before committing to long-term holding.

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