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CARBORUNIV - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.7

Last Updated Time : 19 Mar 26, 07:10 pm

Fundamental Rating: 3.7

Stock Code CARBORUNIV Market Cap 14,572 Cr. Current Price 765 ₹ High / Low 1,128 ₹
Stock P/E 41.0 Book Value 143 ₹ Dividend Yield 0.52 % ROCE 17.6 %
ROE 13.3 % Face Value 1.00 ₹ DMA 50 813 ₹ DMA 200 902 ₹
Chg in FII Hold 0.11 % Chg in DII Hold 0.19 % PAT Qtr 84.5 Cr. PAT Prev Qtr 64.3 Cr.
RSI 38.5 MACD -16.0 Volume 71,549 Avg Vol 1Wk 1,06,701
Low price 738 ₹ High price 1,128 ₹ PEG Ratio 4.99 Debt to equity 0.00
52w Index 6.88 % Qtr Profit Var 4.93 % EPS 18.6 ₹ Industry PE 52.8

📊 Financial Overview

  • Revenue & Profitability: Quarterly PAT rose from 64.3 Cr. to 84.5 Cr., showing improvement. EPS at 18.6 ₹ is modest relative to valuation.
  • Margins & Returns: ROE at 13.3% and ROCE at 17.6% are decent, reflecting moderate efficiency.
  • Debt Profile: Debt-to-equity ratio of 0.00 indicates a debt-free balance sheet, a strong financial position.
  • Cash Flow: Debt-free status ensures stable cash flows, though growth momentum is moderate.

💹 Valuation Indicators

  • P/E Ratio: 41.0 vs Industry PE of 52.8 → slightly undervalued compared to peers but still expensive in absolute terms.
  • P/B Ratio: Current Price 765 ₹ vs Book Value 143 ₹ → P/B ~5.35, indicating premium valuation.
  • PEG Ratio: 4.99 → suggests overvaluation relative to growth prospects.
  • Intrinsic Value: Trading above intrinsic value, limiting near-term upside.

🏢 Business Model & Competitive Advantage

  • Carborundum Universal operates in abrasives, ceramics, and electro-minerals, serving industrial and manufacturing sectors.
  • Debt-free balance sheet provides resilience and financial flexibility.
  • Competitive advantage lies in diversified product portfolio and established market presence, though growth is modest.

📈 Technical & Entry Zone

  • Stock trading at 765 ₹, below 50 DMA (813 ₹) and 200 DMA (902 ₹).
  • RSI at 38.5 indicates oversold territory; MACD negative suggests short-term weakness.
  • Entry Zone: Attractive between 740–760 ₹ for accumulation, with cautious long-term holding.

✅ Positive

  • Debt-free balance sheet ensures financial stability.
  • Improving quarterly PAT performance.
  • Strong ROCE at 17.6% indicates efficient capital use.

⚠️ Limitation

  • High P/E and P/B ratios indicate premium valuation.
  • PEG ratio of 4.99 suggests overvaluation relative to growth.
  • ROE at 13.3% is moderate compared to industry leaders.

📉 Company Negative News

  • No major recent negative news, but valuation concerns and modest growth remain risks.

📈 Company Positive News

  • Quarterly PAT growth from 64.3 Cr. to 84.5 Cr. shows operational improvement.
  • Increase in FII (+0.11%) and DII (+0.19%) holdings signals institutional confidence.

🏭 Industry

  • Industrial manufacturing sector benefits from infrastructure growth and demand for abrasives and ceramics.
  • Industry PE at 52.8 indicates high valuations across the sector.
  • Competition from global players and cyclical demand patterns remain challenges.

🔮 Conclusion

  • CARBORUNIV shows solid fundamentals with debt-free status and decent returns.
  • Valuation appears stretched, limiting near-term upside despite operational improvements.
  • Recommendation: Accumulate cautiously in the 740–760 ₹ range for long-term holding, focusing on industrial demand cycles.

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