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ASAHIINDIA - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.6

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

Fundamental Rating: 3.6

Stock Code ASAHIINDIA Market Cap 25,120 Cr. Current Price 989 ₹ High / Low 1,074 ₹
Stock P/E 83.6 Book Value 149 ₹ Dividend Yield 0.20 % ROCE 12.0 %
ROE 13.2 % Face Value 1.00 ₹ DMA 50 973 ₹ DMA 200 884 ₹
Chg in FII Hold 0.01 % Chg in DII Hold 0.09 % PAT Qtr 108 Cr. PAT Prev Qtr 47.5 Cr.
RSI 53.6 MACD 2.02 Volume 1,02,250 Avg Vol 1Wk 1,18,432
Low price 577 ₹ High price 1,074 ₹ PEG Ratio -557 Debt to equity 0.74
52w Index 82.9 % Qtr Profit Var 28.5 % EPS 11.9 ₹ Industry PE 28.1

📊 Financials: ASAHIINDIA shows moderate fundamentals with ROCE at 12.0% and ROE at 13.2%, reflecting average capital efficiency. Quarterly PAT improved from ₹47.5 Cr. to ₹108 Cr., showing strong earnings growth. Debt-to-equity at 0.74 indicates relatively high leverage. EPS of ₹11.9 is modest compared to its market cap of ₹25,120 Cr.

💹 Valuation: The stock trades at a P/E of 83.6, far above the industry average of 28.1, suggesting significant overvaluation. P/B ratio is ~6.63 (989/149), which is expensive compared to peers. PEG ratio is negative (-557), reflecting distorted valuation metrics due to earnings volatility. Dividend yield of 0.20% provides minimal income support.

🏢 Business Model & Competitive Advantage: ASAHIINDIA operates in automotive and architectural glass manufacturing, benefiting from strong demand in auto and construction sectors. Its competitive advantage lies in brand recognition, technological expertise, and diversified product portfolio. However, high valuations and moderate profitability limit investor comfort.

📈 Entry Zone: Technicals show RSI at 53.6 (neutral) and MACD slightly positive, with price trading above DMA 50 & 200. Accumulation may be considered near ₹900–950 for long-term investors. Current valuations are stretched, so cautious entry is advised.


Positive

  • Quarterly PAT growth from ₹47.5 Cr. to ₹108 Cr. (+28.5%).
  • FII holdings increased slightly (+0.01%).
  • DII holdings increased (+0.09%), showing domestic institutional support.

Limitation

  • High P/E ratio (83.6) compared to industry average (28.1).
  • P/B ratio (~6.63) indicates expensive valuation.
  • Dividend yield of 0.20% is negligible.

Company Negative News

  • High debt-to-equity ratio (0.74) increases financial risk.
  • EPS of ₹11.9 is modest relative to market cap.

Company Positive News

  • Quarterly PAT growth highlights operational improvement.
  • Strong trading volumes indicate investor interest.

Industry

  • Automotive and construction sectors drive demand for glass products.
  • Industry P/E at 28.1 is much lower than ASAHIINDIA, showing sector-wide value opportunities.
  • Government push for infrastructure and auto sector growth supports long-term demand.

Conclusion

🔎 ASAHIINDIA is financially stable with strong demand drivers but faces weak profitability metrics and stretched valuations. Entry near ₹900–950 may be considered for long-term investors willing to tolerate volatility. Conservative investors should wait for improved earnings visibility and lower valuation levels before committing to long-term holding.

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