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CCL - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.3

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

Fundamental Rating: 3.3

Stock Code CCL Market Cap 15,157 Cr. Current Price 1,135 ₹ High / Low 1,197 ₹
Stock P/E 72.2 Book Value 94.7 ₹ Dividend Yield 0.44 % ROCE 10.1 %
ROE 8.02 % Face Value 2.00 ₹ DMA 50 1,066 ₹ DMA 200 958 ₹
Chg in FII Hold 0.23 % Chg in DII Hold -0.10 % PAT Qtr 36.2 Cr. PAT Prev Qtr 112 Cr.
RSI 59.8 MACD 16.8 Volume 2,39,639 Avg Vol 1Wk 2,38,575
Low price 582 ₹ High price 1,197 ₹ PEG Ratio -7.12 Debt to equity 0.69
52w Index 89.9 % Qtr Profit Var 286 % EPS 15.7 ₹ Industry PE 21.8

📊 CCL Products (CCL) shows weak fundamentals despite strong price momentum. ROCE at 10.1% and ROE at 8.02% reflect poor efficiency, while debt-to-equity at 0.69 highlights moderate leverage risk. EPS of 15.7 ₹ supports profitability, but quarterly PAT dropped sharply (112 Cr. → 36.2 Cr.), showing earnings volatility. Valuations are stretched with a P/E of 72.2 vs industry average of 21.8, and PEG ratio of -7.12 indicates misalignment with growth. Dividend yield of 0.44% is modest. Overall, while CCL benefits from its global coffee export business model, valuation and earnings risks limit long-term attractiveness.

💡 Entry Zone: 1,050–1,080 ₹ (near 50 DMA support).

📈 Long-Term Holding Guidance: Suitable only for cautious investors. Accumulate gradually near support zones and hold for 12–18 months, with partial profit booking near 1,150–1,170 ₹ if momentum sustains.

✅ Positive

  • Global coffee export business model provides diversification.
  • EPS of 15.7 ₹ supports earnings visibility.
  • FII holdings increased slightly (+0.23%), showing foreign investor interest.
  • MACD (16.8) and RSI (59.8) indicate bullish momentum.

⚠️ Limitation

  • High P/E (72.2) vs industry average (21.8).
  • Negative PEG ratio (-7.12) highlights poor growth valuation balance.
  • Weak ROCE (10.1%) and ROE (8.02%).
  • Dividend yield of 0.44% is modest.

📉 Company Negative News

  • Quarterly PAT dropped sharply (112 Cr. → 36.2 Cr.).
  • DII holdings declined (-0.10%), showing reduced domestic institutional support.

📈 Company Positive News

  • FII holdings increased (+0.23%), reflecting foreign investor confidence.
  • Quarterly profit variation (+286% YoY) shows long-term growth resilience despite sequential decline.

🏭 Industry

  • Food & beverage sector remains resilient with global demand for coffee products.
  • Industry P/E at 21.8 highlights moderate valuations compared to CCL’s premium.

🔎 Conclusion

⚖️ CCL Products is a fundamentally weak company with stretched valuations and poor efficiency metrics, despite strong global presence. Entry near 1,050–1,080 ₹ offers a cautious accumulation zone. Best suited for short- to medium-term investors willing to book profits near 1,150–1,170 ₹. Long-term accumulation is risky unless ROE/ROCE improve and earnings stabilize.

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