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AUROPHARMA - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.6

Last Updated Time : 25 May 26, 12:02 am

Fundamental Rating: 3.6

Stock Code AUROPHARMA Market Cap 85,081 Cr. Current Price 1,465 ₹ High / Low 1,550 ₹
Stock P/E 35.0 Book Value 391 ₹ Dividend Yield 0.27 % ROCE 13.0 %
ROE 11.2 % Face Value 1.00 ₹ DMA 50 1,394 ₹ DMA 200 1,256 ₹
Chg in FII Hold 1.29 % Chg in DII Hold -1.84 % PAT Qtr 692 Cr. PAT Prev Qtr 595 Cr.
RSI 52.9 MACD 39.4 Volume 31,70,307 Avg Vol 1Wk 16,10,610
Low price 1,016 ₹ High price 1,550 ₹ PEG Ratio 1.35 Debt to equity 0.19
52w Index 84.0 % Qtr Profit Var 69.6 % EPS 41.6 ₹ Industry PE 30.5

📊 Financial Overview: Aurobindo Pharma shows moderate return metrics with ROCE at 13.0% and ROE at 11.2%. Debt-to-equity at 0.19 indicates manageable leverage. Quarterly profit rose from ₹595 Cr. to ₹692 Cr. (+69.6%), reflecting strong earnings momentum. Cash flows are stable, supported by consistent profitability, though margins remain modest relative to valuation.

💹 Valuation Indicators: The stock trades at a P/E of 35.0 compared to the industry average of 30.5, suggesting slight overvaluation. With a book value of ₹391, the P/B ratio is ~3.7, which is reasonable. PEG ratio of 1.35 indicates growth is somewhat aligned with valuation. Intrinsic value appears close to current market price of ₹1,465, making it fairly valued.

🏢 Business Model & Competitive Advantage: Aurobindo Pharma operates in the pharmaceutical sector, leveraging strong R&D, global presence, and a diversified product portfolio. Its competitive advantage lies in scale, exports, and regulatory approvals across multiple geographies. Overall health is stable, though valuation premiums and industry competition remain factors.

📈 Entry Zone & Long-Term Guidance: Current price ₹1,465 is near fair value. A better entry zone would be closer to ₹1,300–₹1,350, aligning with DMA support. Long-term holding is favorable given earnings growth, global positioning, and manageable debt levels.

Positive

  • ✅ Strong quarterly profit growth (+69.6%).
  • ✅ Manageable debt-to-equity (0.19).
  • ✅ Global presence with diversified product portfolio.

Limitation

  • ⚠️ P/E (35.0) slightly above industry average (30.5).
  • ⚠️ Dividend yield (0.27%) remains modest.
  • ⚠️ Margins moderate relative to valuation multiples.

Company Negative News

  • 📉 DII holding decreased by -1.84%, showing reduced domestic institutional confidence.
  • 📉 Valuation slightly stretched compared to peers.

Company Positive News

  • 📈 FII holding increased by 1.29%, reflecting foreign investor confidence.
  • 📈 RSI at 52.9 and MACD at 39.4 suggest bullish momentum.

Industry

  • 🏭 Pharma industry P/E at 30.5, slightly lower than Aurobindo Pharma’s valuation.
  • 🏭 Sector growth driven by innovation, exports, and rising healthcare demand globally.

Conclusion

🔎 Aurobindo Pharma is financially stable with strong profit growth and manageable debt. Valuation is slightly above peers but not excessive. Entry should be considered near ₹1,300–₹1,350. Long-term holding is favorable given global positioning and consistent earnings momentum.

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