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ASHOKLEY - Fundamental Analysis: Financial Health & Valuation

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Rating: 4.1

Last Updated Time : 19 Mar 26, 07:09 pm

Fundamental Rating: 4.1

Stock Code ASHOKLEY Market Cap 1,04,884 Cr. Current Price 179 ₹ High / Low 215 ₹
Stock P/E 28.5 Book Value 19.6 ₹ Dividend Yield 1.75 % ROCE 36.5 %
ROE 31.4 % Face Value 1.00 ₹ DMA 50 190 ₹ DMA 200 160 ₹
Chg in FII Hold 0.09 % Chg in DII Hold 0.14 % PAT Qtr 1,026 Cr. PAT Prev Qtr 801 Cr.
RSI 37.7 MACD -6.44 Volume 1,33,12,644 Avg Vol 1Wk 2,62,37,523
Low price 95.2 ₹ High price 215 ₹ PEG Ratio 0.07 Debt to equity 0.12
52w Index 69.3 % Qtr Profit Var 34.7 % EPS 5.80 ₹ Industry PE 35.4

📊 Financials

  • Revenue & Profitability: PAT rose from ₹801 Cr. to ₹1,026 Cr., showing strong quarterly growth (+34.7%). EPS at ₹5.80 is modest but consistent.
  • Margins & Returns: ROCE at 36.5% and ROE at 31.4% are excellent, reflecting strong efficiency and profitability.
  • Debt & Liquidity: Debt-to-equity ratio of 0.12 indicates very low leverage, ensuring financial resilience.
  • Cash Flow: Dividend yield of 1.75% provides steady shareholder returns.

💹 Valuation

  • P/E Ratio: 28.5 vs Industry PE of 35.4 — trading at a discount, suggesting undervaluation.
  • P/B Ratio: Current price ₹179 vs Book Value ₹19.6 — ~9.1x book value, expensive relative to assets.
  • PEG Ratio: 0.07 — indicates very attractive valuation relative to growth.
  • Intrinsic Value: Current price is below industry average valuation, offering margin of safety.

🏢 Business Model & Competitive Advantage

  • Operates in commercial vehicles with strong brand presence and market leadership.
  • High ROCE and ROE reflect operational excellence and competitive strength.
  • Low debt enhances resilience and flexibility for expansion.

📈 Entry Zone & Long-Term Guidance

  • Entry Zone: Attractive accumulation range between ₹170 – ₹180, near current support levels.
  • Long-Term Holding: Strong fundamentals and industry tailwinds make it a good candidate for long-term holding. Accumulate on dips for sustained growth.

✅ Positive

  • Excellent ROCE (36.5%) and ROE (31.4%) highlight superior efficiency.
  • Debt-to-equity ratio of 0.12 ensures financial stability.
  • Quarterly PAT growth (+34.7%) highlights strong earnings momentum.
  • Dividend yield of 1.75% provides shareholder returns.

⚠️ Limitation

  • P/B ratio (~9.1x) indicates expensive valuation relative to assets.
  • EPS of ₹5.80 is modest compared to price levels.
  • Technical indicators show weakness with RSI at 37.7 and MACD negative (-6.44).

📉 Company Negative News

  • Stock trading below DMA 50 (₹190) indicates short-term weakness.
  • MACD negative (-6.44) reflects bearish technical signals.

📈 Company Positive News

  • Quarterly PAT growth highlights strong operational performance.
  • FII holdings increased by 0.09% and DII holdings by 0.14%, showing institutional confidence.
  • PEG ratio of 0.07 indicates attractive valuation relative to growth.

🏭 Industry

  • Commercial vehicle sector benefits from infrastructure growth and rising logistics demand.
  • Industry PE at 35.4 is higher than company’s valuation, highlighting potential undervaluation of ASHOKLEY.

🔎 Conclusion

ASHOKLEY demonstrates strong fundamentals with excellent efficiency, low debt, and robust earnings growth. While technical indicators show short-term weakness, the stock trades at a discount compared to industry peers. Best strategy: accumulate near ₹170–₹180 and hold for long-term gains, leveraging industry growth and the company’s strong market leadership.

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