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BIOCON - Fundamental Analysis: Financial Health & Valuation

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Rating: 2.7

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

Fundamental Rating: 2.7

Stock Code BIOCON Market Cap 58,296 Cr. Current Price 360 ₹ High / Low 425 ₹
Stock P/E 299 Book Value 120 ₹ Dividend Yield 0.14 % ROCE 2.09 %
ROE 0.40 % Face Value 5.00 ₹ DMA 50 366 ₹ DMA 200 369 ₹
Chg in FII Hold 0.13 % Chg in DII Hold 2.34 % PAT Qtr 111 Cr. PAT Prev Qtr 70.9 Cr.
RSI 48.7 MACD -2.49 Volume 20,72,398 Avg Vol 1Wk 30,16,403
Low price 318 ₹ High price 425 ₹ PEG Ratio -16.1 Debt to equity 0.16
52w Index 39.1 % Qtr Profit Var 3,183 % EPS 0.07 ₹ Industry PE 30.1

📊 Biocon Ltd (BIOCON) shows weak fundamentals despite recent profit recovery. ROCE at 2.09% and ROE at 0.40% highlight poor capital efficiency. Debt-to-equity at 0.16 is manageable, but cash flows remain under pressure. Valuations are extremely stretched with a P/E of 299 vs industry average of 30.1, while PEG ratio of -16.1 indicates misalignment with growth. EPS of 0.07 ₹ is very low relative to market cap, limiting intrinsic value comfort. Quarterly PAT rose sharply (111 Cr. vs 70.9 Cr.), but sustainability remains questionable. Dividend yield of 0.14% is negligible, offering little investor support.

💡 Entry Zone: 310–330 ₹ (near recent lows and below DMA 200).

📈 Long-Term Holding Guidance: Risky for long-term investors due to poor efficiency and stretched valuations. Suitable only for short- to medium-term momentum trades; avoid heavy accumulation until ROE/ROCE improve significantly.

✅ Positive

  • Quarterly PAT growth (+3,183% YoY) shows strong rebound.
  • DII holdings increased (+2.34%), reflecting domestic institutional confidence.
  • FII holdings increased slightly (+0.13%), showing foreign investor interest.

⚠️ Limitation

  • Extremely high P/E (299) vs industry average (30.1).
  • Very weak ROCE (2.09%) and ROE (0.40%).
  • Negative PEG ratio (-16.1) suggests misalignment with growth.
  • Dividend yield (0.14%) is negligible.
  • EPS (0.07 ₹) is very weak despite profit growth.

📉 Company Negative News

  • Fundamentals remain weak despite profit recovery.
  • MACD (-2.49) indicates weak short-term momentum.
  • Stock trading flat near DMA 50 and 200, showing indecision.

📈 Company Positive News

  • Quarterly profit growth of 3,183% YoY shows strong rebound.
  • DII holdings increased significantly (+2.34%), showing domestic confidence.

🏭 Industry

  • Biopharma sector has long-term growth potential but faces regulatory and competitive challenges.
  • Industry P/E (30.1) is much lower, highlighting Biocon’s stretched valuation.
  • Global demand for biosimilars and biologics supports sector growth.

🔎 Conclusion

⚖️ Biocon is currently driven by momentum rather than fundamentals. With very low ROE/ROCE and extremely high valuations, it is not an ideal candidate for long-term investment. Entry is favorable around 310–330 ₹, while current holders should consider short- to medium-term profit booking near 400–420 ₹. Long-term accumulation is risky unless efficiency metrics and EPS improve significantly.

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