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ELECON - Fundamental Analysis: Financial Health & Valuation

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Rating: 4

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

Fundamental Rating: 4.0

Stock Code ELECON Market Cap 11,369 Cr. Current Price 507 ₹ High / Low 717 ₹
Stock P/E 32.0 Book Value 91.3 ₹ Dividend Yield 0.39 % ROCE 22.4 %
ROE 19.2 % Face Value 1.00 ₹ DMA 50 435 ₹ DMA 200 481 ₹
Chg in FII Hold -0.96 % Chg in DII Hold 1.19 % PAT Qtr 97.0 Cr. PAT Prev Qtr 61.9 Cr.
RSI 68.3 MACD 26.8 Volume 8,42,846 Avg Vol 1Wk 8,24,127
Low price 352 ₹ High price 717 ₹ PEG Ratio 1.37 Debt to equity 0.12
52w Index 42.4 % Qtr Profit Var -22.7 % EPS 21.2 ₹ Industry PE 37.9

Financials & Valuation:

ELECON shows strong fundamentals with ROCE (22.4%) and ROE (19.2%) indicating efficient capital utilization. EPS of 21.2 ₹ supports profitability, though quarterly PAT (97 Cr.) declined from 61.9 Cr. previously, reflecting some volatility. Debt-to-equity is low at 0.12, ensuring financial stability.

Valuation Indicators:

P/E ratio of 32.0 is slightly below the industry average (37.9), suggesting fair valuation. Book Value of 91.3 ₹ compared to current price of 507 ₹ shows premium pricing, but justified by strong returns. PEG ratio of 1.37 indicates moderate valuation relative to growth. Dividend yield of 0.39% provides limited income support.

Business Model & Health:

ELECON, a leader in industrial gear and transmission solutions, benefits from infrastructure and manufacturing demand. Strong profitability metrics, low leverage, and rising DII holdings (+1.19%) reinforce overall health, though FII holdings declined (-0.96%).

Entry Zone & Holding Guidance:

Technically, support lies around 460–475 ₹, with resistance near 530–550 ₹. Entry near support levels offers favorable risk-reward. Long-term holding is recommended given strong fundamentals and industry demand, though short-term volatility should be managed.


Positive

- Strong ROCE (22.4%) and ROE (19.2%).

- EPS of 21.2 ₹ supports profitability.

- Low debt-to-equity (0.12).

- DII holdings increased (+1.19%), showing domestic confidence.

Limitation

- Quarterly profit variation (-22.7%) indicates volatility.

- FII holdings declined (-0.96%).

- Dividend yield remains modest at 0.39%.

- RSI (68.3) suggests near overbought levels.

Company Negative News

- Decline in FII holdings.

- Profit variation shows inconsistency in earnings.

Company Positive News

- Quarterly PAT improved to 97 Cr. from 61.9 Cr. earlier.

- DII holdings increased, reflecting domestic institutional support.

- Strong demand outlook in industrial gear sector.

Industry

- Industrial equipment sector benefits from infrastructure expansion and manufacturing growth.

- Industry PE (37.9) supports fair valuation benchmarks.

- Long-term demand driven by capital goods and heavy engineering investments.

Conclusion

ELECON is fundamentally strong with efficient capital use, low debt, and fair valuation. Entry near 460–475 ₹ offers a favorable setup. Long-term investors can hold confidently, supported by industry growth and consistent profitability, while monitoring short-term volatility.

Would you like me to also prepare a peer benchmarking overlay comparing ELECON against other capital goods players like Siemens, ABB India, and Thermax for relative strength analysis?

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