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AWL - 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 AWL Market Cap 25,370 Cr. Current Price 195 ₹ High / Low 286 ₹
Stock P/E 25.4 Book Value 79.6 ₹ Dividend Yield 0.50 % ROCE 17.8 %
ROE 10.2 % Face Value 1.00 ₹ DMA 50 197 ₹ DMA 200 224 ₹
Chg in FII Hold 0.71 % Chg in DII Hold -0.91 % PAT Qtr 268 Cr. PAT Prev Qtr 278 Cr.
RSI 50.8 MACD 2.21 Volume 16,39,599 Avg Vol 1Wk 15,35,651
Low price 171 ₹ High price 286 ₹ PEG Ratio 1.41 Debt to equity 0.09
52w Index 20.9 % Qtr Profit Var 70.7 % EPS 7.55 ₹ Industry PE 20.5

📊 Financials: Adani Wilmar (AWL) shows moderate fundamentals with ROE at 10.2% and ROCE at 17.8%, reflecting average efficiency. Debt-to-equity is low at 0.09, indicating a strong balance sheet. Quarterly PAT stood at ₹268 Cr., slightly lower than the previous ₹278 Cr., showing margin pressure. EPS is ₹7.55, highlighting modest earnings power.

💰 Valuation: The stock trades at a P/E of 25.4 compared to the industry average of 20.5, suggesting a slight premium. P/B ratio is ~2.45 (Price ₹195 / Book Value ₹79.6). PEG ratio of 1.41 indicates fair growth-adjusted valuation. Intrinsic value appears close to current price, making entry moderately attractive.

🏢 Business Model: AWL operates in edible oils, packaged foods, and FMCG, benefiting from strong brand presence and distribution reach. Its competitive advantage lies in scale, brand recognition, and diversified product portfolio. Overall health is stable, though profitability growth remains modest.

📈 Entry Zone: A good entry zone would be near ₹175–185, closer to its 52-week low. Long-term holding is favorable given FMCG demand and brand strength, but investors should be cautious about margin pressures.

Positive

  • 📌 Low debt-to-equity ratio (0.09)
  • 📌 Reasonable P/B ratio (~2.45)
  • 📌 PEG ratio of 1.41 indicates fair valuation
  • 📌 Increase in FII holdings (+0.71%)

Limitation

  • ⚠️ ROE (10.2%) and ROCE (17.8%) are modest
  • ⚠️ P/E ratio (25.4) slightly above industry average (20.5)
  • ⚠️ Dividend yield of 0.50% is modest
  • ⚠️ Quarterly PAT declined marginally

Company Negative News

  • 📉 Decline in DII holdings (-0.91%)
  • 📉 Marginal drop in quarterly PAT

Company Positive News

  • 📈 Increase in FII holdings (+0.71%)
  • 📈 Strong brand presence in FMCG and edible oils

Industry

  • 🏦 Industry PE at 20.5, slightly lower than AWL’s valuation
  • 📊 FMCG sector benefits from rising packaged food demand in India

Conclusion

🔎 AWL is moderately valued with strong brand presence and low debt. Entry is advisable near ₹175–185. Long-term holding is favorable given FMCG demand, but investors should monitor profitability growth and valuation premium.

Would you like me to also prepare a side-by-side comparison of Adani Wilmar vs FMCG peers to highlight its relative valuation positioning?

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