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ASTRAZEN - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.7

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

Fundamental Rating: 3.7

Stock Code ASTRAZEN Market Cap 20,532 Cr. Current Price 8,213 ₹ High / Low 10,691 ₹
Stock P/E 98.7 Book Value 320 ₹ Dividend Yield 0.39 % ROCE 33.4 %
ROE 23.6 % Face Value 2.00 ₹ DMA 50 8,440 ₹ DMA 200 8,570 ₹
Chg in FII Hold 0.07 % Chg in DII Hold 0.24 % PAT Qtr 31.6 Cr. PAT Prev Qtr 58.1 Cr.
RSI 43.6 MACD 12.1 Volume 11,763 Avg Vol 1Wk 6,780
Low price 7,552 ₹ High price 10,691 ₹ PEG Ratio 2.28 Debt to equity 0.04
52w Index 21.1 % Qtr Profit Var -42.3 % EPS 80.4 ₹ Industry PE 30.1

📊 Financials: ASTRAZEN demonstrates strong efficiency with ROCE at 33.4% and ROE at 23.6%, supported by a very low debt-to-equity ratio of 0.04. However, quarterly PAT fell sharply (-42.3%), indicating profit instability. EPS remains solid at ₹80.4, but declining profitability raises concerns about cash flow sustainability.

💹 Valuation: The stock trades at a high P/E of 98.7 compared to the industry average of 30.1, suggesting significant overvaluation. The PEG ratio of 2.28 indicates growth is not keeping pace with valuation. With a book value of ₹320, the P/B ratio is ~25.7, further highlighting stretched valuations.

🏢 Business Model & Competitive Advantage: Operating in the pharma sector, ASTRAZEN benefits from defensive demand and efficient capital use. Its competitive advantage lies in strong return metrics and low leverage. However, profit contraction weakens the sustainability of this edge.

🎯 Entry Zone: A more attractive entry zone lies near ₹7,550–₹7,700 (support levels). Current price of ₹8,213 remains above intrinsic comfort, suggesting cautious positioning.

📈 Long-Term Holding Guidance: Suitable for long-term investors only if earnings stabilize and valuations normalize. Otherwise, partial allocation with strict monitoring is recommended.

Positive

  • Strong ROCE (33.4%) and ROE (23.6%)
  • Low debt-to-equity ratio (0.04)
  • Healthy EPS at ₹80.4
  • Defensive pharma sector positioning

Limitation

  • High P/E (98.7) vs industry average (30.1)
  • P/B ratio ~25.7 indicates overvaluation
  • Quarterly profit decline (-42.3%)
  • Neutral RSI (43.6) and weak momentum

Company Negative News

  • Quarterly PAT dropped from ₹58.1 Cr. to ₹31.6 Cr.
  • Low trading volume reduces reliability of momentum signals

Company Positive News

  • Incremental increase in DII holdings (+0.24%)
  • Stable FII holdings (+0.07%)

Industry

  • Pharma sector P/E at 30.1, much lower than ASTRAZEN’s valuation
  • Sector rotation favors defensives, but valuations remain stretched

Conclusion

⚖️ ASTRAZEN is fundamentally efficient with strong return metrics and low leverage, but faces valuation excess and profit contraction. Entry is advisable only near support levels (~₹7,550–₹7,700). Long-term holding requires earnings recovery and valuation normalization; otherwise, cautious partial exposure is recommended.

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