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CHAMBLFERT - Fundamental Analysis: Financial Health & Valuation

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Rating: 4.2

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

Fundamental Rating: 4.2

Stock Code CHAMBLFERT Market Cap 17,551 Cr. Current Price 438 ₹ High / Low 742 ₹
Stock P/E 9.22 Book Value 241 ₹ Dividend Yield 2.28 % ROCE 27.6 %
ROE 20.3 % Face Value 10.0 ₹ DMA 50 445 ₹ DMA 200 473 ₹
Chg in FII Hold -0.56 % Chg in DII Hold 0.74 % PAT Qtr 565 Cr. PAT Prev Qtr 602 Cr.
RSI 44.9 MACD 1.32 Volume 9,58,892 Avg Vol 1Wk 6,34,311
Low price 400 ₹ High price 742 ₹ PEG Ratio 1.22 Debt to equity 0.00
52w Index 11.2 % Qtr Profit Var 11.9 % EPS 47.5 ₹ Industry PE 18.5

📊 Financials: CHAMBLFERT demonstrates strong fundamentals with ROE at 20.3% and ROCE at 27.6%, reflecting excellent efficiency. EPS of ₹47.5 supports earnings visibility. Debt-to-equity is 0.00, highlighting a debt-free balance sheet. However, quarterly PAT declined from ₹602 Cr. to ₹565 Cr. (-11.9%), showing short-term earnings pressure.

💹 Valuation: The stock trades at a P/E of 9.22, well below the industry average of 18.5, indicating undervaluation. Book value of ₹241 gives a P/B of ~1.8, attractive relative to peers. PEG ratio of 1.22 suggests fair valuation but not deeply undervalued. Intrinsic value appears higher than current price, supporting accumulation.

🏢 Business Model: CHAMBLFERT operates in fertilizers, benefiting from agricultural demand and government support. Its competitive advantage lies in strong profitability, debt-free operations, and dividend yield of 2.28%. Institutional sentiment is mixed, with FII holdings down (-0.56%) but DII holdings up (+0.74%).

🎯 Entry Zone: Attractive entry between ₹420–435, near DMA support levels. Long-term investors may hold for 3–5 years, with exit considerations if ROE falls below 15% or earnings decline consistently.

Positive

  • Low P/E (9.22) vs industry average (18.5).
  • Strong ROCE (27.6%) and ROE (20.3%).
  • Debt-free balance sheet (Debt-to-equity: 0.00).
  • Dividend yield of 2.28% provides income support.
  • DII holdings increased (+0.74%), reflecting domestic confidence.

Limitation

  • Quarterly PAT declined (-11.9%).
  • FII holdings decreased (-0.56%), showing reduced foreign interest.
  • PEG ratio of 1.22 indicates fair valuation but not deeply undervalued.

Company Negative News

  • Recent quarterly profit decline and reduced FII interest indicate cautious sentiment.

Company Positive News

  • Debt-free status strengthens financial health.
  • Strong ROCE and ROE highlight operational efficiency.
  • DII holdings increased, showing domestic institutional support.

Industry

  • Fertilizer sector benefits from government support and agricultural demand.
  • Industry PE at 18.5 suggests CHAMBLFERT trades at a discount.

Conclusion

✅ CHAMBLFERT is a fundamentally strong company with excellent profitability, debt-free balance sheet, and attractive valuations. Entry near ₹420–435 offers safety, while holding for 3–5 years could yield solid returns if earnings growth sustains and institutional confidence stabilizes.

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