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DEVYANI - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.3

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

Fundamental Rating: 3.3

Stock Code DEVYANI Market Cap 13,469 Cr. Current Price 109 ₹ High / Low 191 ₹
Book Value 12.4 ₹ Dividend Yield 0.00 % ROCE 7.53 % ROE 2.20 %
Face Value 1.00 ₹ DMA 50 125 ₹ DMA 200 146 ₹ Chg in FII Hold -0.78 %
Chg in DII Hold -0.32 % PAT Qtr 8.56 Cr. PAT Prev Qtr -14.3 Cr. RSI 34.2
MACD -5.36 Volume 25,74,613 Avg Vol 1Wk 53,76,831 Low price 103 ₹
High price 191 ₹ Debt to equity 1.59 52w Index 7.51 % Qtr Profit Var 98.6 %
EPS -0.28 ₹ Industry PE 65.3

📊 Core Financials

  • Revenue Growth: PAT improved (₹8.56 Cr vs -₹14.3 Cr), but overall earnings remain weak
  • Profit Margins: EPS -₹0.28, negative profitability
  • Debt Ratio: High leverage (Debt-to-Equity 1.59)
  • Cash Flows: Pressured due to weak margins and high debt
  • Return Metrics: ROCE 7.53%, ROE 2.20% — poor efficiency

💹 Valuation Indicators

  • P/E Ratio: Not meaningful due to negative EPS
  • P/B Ratio: ~8.8 (premium valuation)
  • PEG Ratio: Not available, growth outlook uncertain
  • Intrinsic Value: Current price ₹109 is near support (₹103), but fundamentals remain weak

🏢 Business Model & Competitive Advantage

  • Quick-service restaurant operator with franchises like KFC, Pizza Hut, and Costa Coffee
  • Strong brand portfolio and consumer recognition
  • High debt reduces financial flexibility
  • No dividend yield, reinvestment strategy focused on expansion

📈 Entry Zone & Long-Term Guidance

  • Entry Zone: ₹100–₹115 range (near support levels)
  • Long-Term Holding: Risky due to weak profitability and high leverage
  • Guidance: Suitable only for speculative investors betting on turnaround in QSR sector


✅ Positive

  • PAT turned positive after losses in previous quarter
  • Strong brand portfolio in QSR sector
  • Domestic investor support with DII holdings up (+0.32%)

⚠️ Limitation

  • Negative EPS indicates weak profitability
  • High debt-to-equity ratio (1.59) raises financial risk
  • Stock trading below DMA 50 & DMA 200, showing weak momentum

📰 Company Negative News

  • Decline in FII holdings (-0.78%) shows reduced foreign investor confidence
  • High leverage limits financial flexibility

🌟 Company Positive News

  • PAT improved significantly from -₹14.3 Cr to ₹8.56 Cr
  • Strong consumer brands provide long-term demand potential

🏦 Industry

  • Quick-service restaurant sector with growing demand in India
  • Industry PE at 65.3, but DEVYANI’s negative EPS makes valuation unattractive
  • Sector growth supported by rising urbanization and consumer spending

🔎 Conclusion

  • DEVYANI offers strong brand presence but weak financial fundamentals
  • High debt and negative EPS limit near-term upside
  • Entry near ₹100–₹115 only suitable for speculative investors
  • Best suited for portfolios seeking QSR exposure with high risk tolerance

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