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DATAPATTNS - Fundamental Analysis: Financial Health & Valuation

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Rating: 4

Last Updated Time : 25 May 26, 12:02 am

Fundamental Rating: 4.0

Stock Code DATAPATTNS Market Cap 22,231 Cr. Current Price 3,971 ₹ High / Low 4,303 ₹
Stock P/E 81.2 Book Value 310 ₹ Dividend Yield 0.20 % ROCE 23.3 %
ROE 16.9 % Face Value 2.00 ₹ DMA 50 3,639 ₹ DMA 200 3,057 ₹
Chg in FII Hold 0.93 % Chg in DII Hold 1.41 % PAT Qtr 138 Cr. PAT Prev Qtr 60.6 Cr.
RSI 53.4 MACD 73.8 Volume 10,33,725 Avg Vol 1Wk 11,27,633
Low price 2,131 ₹ High price 4,303 ₹ PEG Ratio 2.67 Debt to equity 0.00
52w Index 84.7 % Qtr Profit Var 21.3 % EPS 48.5 ₹ Industry PE 69.0

📊 Financial Overview: Data Patterns (DATAPATTNS) shows strong fundamentals with ROE at 16.9% and ROCE at 23.3%, reflecting efficient capital usage. Debt-to-equity is 0.00, ensuring a debt-free balance sheet. Dividend yield is modest at 0.20%. Quarterly PAT rose from ₹60.6 Cr. to ₹138 Cr., showing solid growth momentum, though earnings volatility remains.

💹 Valuation Indicators: Current P/E of 81.2 is significantly above the industry average of 69.0, suggesting overvaluation. P/B ratio is ~12.8 (3971/310), which is expensive. PEG ratio of 2.67 signals limited growth relative to valuation. Intrinsic value appears lower than current price, implying cautious accumulation.

🏢 Business Model & Advantage: Data Patterns operates in defense and aerospace electronics, specializing in design, development, and manufacturing of electronic systems. Its competitive advantage lies in niche expertise, government contracts, and high entry barriers. Strong demand from defense modernization supports long-term growth.

📈 Entry Zone: A favorable entry zone lies between ₹3,600–3,800, closer to intrinsic value and support levels. Current price (₹3,971) is slightly above this zone, making staggered accumulation advisable.

🔒 Long-Term Holding Guidance: Data Patterns is a promising long-term play due to its niche positioning, debt-free structure, and strong industry demand. Despite stretched valuations, its business moat supports resilience. Long-term investors can hold confidently, while monitoring earnings and order inflows.


Positive

  • 🌟 Strong ROCE (23.3%) and ROE (16.9%)
  • 🌟 Debt-free balance sheet
  • 🌟 PAT growth from ₹60.6 Cr. to ₹138 Cr.
  • 🌟 FII holdings increased (+0.93%) and DII holdings increased (+1.41%)

Limitation

  • ⚠️ Very high P/E (81.2) vs industry average (69.0)
  • ⚠️ High P/B (~12.8)
  • ⚠️ PEG ratio (2.67) signals limited growth
  • ⚠️ Dividend yield very low (0.20%)

Company Negative News

  • 📉 Valuations remain stretched compared to peers
  • 📉 Earnings volatility despite PAT growth

Company Positive News

  • 📈 Strong quarterly PAT improvement
  • 📈 Increased institutional interest (FII +0.93%, DII +1.41%)

Industry

  • 🏦 Industry P/E at 69.0 reflects premium valuations
  • 🏦 Defense and aerospace sector supported by modernization and government contracts

Conclusion

✅ Data Patterns is financially strong with niche expertise and a debt-free balance sheet, but stretched valuations limit attractiveness. A better entry zone lies between ₹3,600–3,800. Long-term investors can hold confidently, leveraging its defense sector positioning while awaiting valuation corrections.

Would you like me to also prepare a defense sector outlook to evaluate how government spending and modernization programs could influence Data Patterns’ growth trajectory?

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