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CROMPTON - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.5

Last Updated Time : 02 Feb 26, 01:08 pm

Fundamental Rating: 3.5

Stock Code CROMPTON Market Cap 14,543 Cr. Current Price 226 ₹ High / Low 373 ₹
Stock P/E 29.5 Book Value 56.1 ₹ Dividend Yield 1.33 % ROCE 20.1 %
ROE 16.5 % Face Value 2.00 ₹ DMA 50 252 ₹ DMA 200 296 ₹
Chg in FII Hold -5.01 % Chg in DII Hold 4.49 % PAT Qtr 85.3 Cr. PAT Prev Qtr 125 Cr.
RSI 32.2 MACD -9.39 Volume 31,56,857 Avg Vol 1Wk 41,89,542
Low price 217 ₹ High price 373 ₹ PEG Ratio -17.1 Debt to equity 0.05
52w Index 5.47 % Qtr Profit Var -30.8 % EPS 7.42 ₹ Industry PE 48.5

📊 Core Financials

  • Revenue & Profit Growth: Quarterly PAT declined from 125 Cr. to 85.3 Cr. (-30.8%), showing earnings pressure.
  • Profit Margins: ROE at 16.5% and ROCE at 20.1% indicate decent efficiency, though not industry-leading.
  • Debt Ratios: Debt-to-equity at 0.05 highlights a debt-light balance sheet.
  • Cash Flows: Dividend yield of 1.33% provides moderate shareholder returns.

💹 Valuation Indicators

  • P/E Ratio: 29.5 vs Industry PE of 48.5, suggesting relative undervaluation.
  • P/B Ratio: Current Price 226 ₹ / Book Value 56.1 ₹ ≈ 4.03, moderately high.
  • PEG Ratio: -17.1, indicating weak or negative growth expectations.
  • Intrinsic Value: Estimated fair value around 210–220 ₹, making current price slightly above fair zone.

🏢 Business Model & Competitive Advantage

  • Crompton Greaves Consumer Electricals is a leading player in consumer durables, including fans, lighting, and appliances.
  • Strong brand recognition and distribution network provide competitive advantage.
  • Focus on innovation and energy-efficient products supports long-term demand.

📈 Entry Zone & Long-Term Guidance

  • Entry Zone: Attractive accumulation range between 210–220 ₹, closer to intrinsic value and near support levels.
  • Long-Term Holding: Suitable for long-term investors seeking exposure to consumer durables, but earnings volatility requires cautious entry.

✅ Positive

  • Debt-light structure with debt-to-equity at 0.05.
  • Strong brand presence in consumer electricals.
  • DII holdings increased (+4.49%), showing domestic institutional support.

⚠️ Limitation

  • Quarterly PAT decline (-30.8%) highlights earnings weakness.
  • PEG ratio negative, reflecting poor growth visibility.
  • Stock trading below DMA 50 and DMA 200, showing weak momentum.

📉 Company Negative News

  • Decline in FII holding (-5.01%) indicates reduced foreign investor confidence.
  • Technical indicators (RSI 32.2, MACD -9.39) show bearish sentiment.

📈 Company Positive News

  • DII holdings increased significantly (+4.49%), showing strong domestic support.
  • Dividend yield of 1.33% provides steady income to shareholders.

🏭 Industry

  • Consumer durables industry PE at 48.5, higher than Crompton’s 29.5, suggesting relative undervaluation.
  • Industry growth supported by rising urbanization and demand for energy-efficient appliances.

🔎 Conclusion

  • Crompton Greaves Consumer Electricals is a stable player with strong brand presence and low debt.
  • Valuation is attractive compared to industry peers, but profit decline and weak technicals are concerns.
  • Best suited for long-term investors with cautious entry around 210–220 ₹; accumulation strategy recommended for exposure to consumer durables growth.

Would you like me to also outline technical support and resistance levels based on RSI and DMA trends to refine entry timing?

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