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GODREJIND - Fundamental Analysis: Financial Health & Valuation

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Rating: 2.9

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

Fundamental Rating: 2.9

Stock Code GODREJIND Market Cap 32,301 Cr. Current Price 959 ₹ High / Low 1,392 ₹
Book Value 52.7 ₹ Dividend Yield 0.00 % ROCE 8.13 % ROE 9.04 %
Face Value 1.00 ₹ DMA 50 927 ₹ DMA 200 1,009 ₹ Chg in FII Hold -0.39 %
Chg in DII Hold 0.18 % PAT Qtr -12.8 Cr. PAT Prev Qtr 99.0 Cr. RSI 58.5
MACD 25.7 Volume 87,576 Avg Vol 1Wk 1,40,005 Low price 744 ₹
High price 1,392 ₹ Debt to equity 6.26 52w Index 33.2 % Qtr Profit Var -6,520 %
EPS -0.60 ₹ Industry PE 27.1

📊 Financials: GODREJIND shows weak fundamentals with ROE at 9.04% and ROCE at 8.13%, reflecting poor efficiency. EPS at -₹0.60 indicates losses, while quarterly PAT fell sharply to -₹12.8 Cr. from ₹99 Cr., highlighting severe earnings volatility. Debt-to-equity at 6.26 signals heavy leverage, raising financial risk.

💹 Valuation: P/E is not meaningful due to negative earnings. Book value of ₹52.7 vs. CMP ₹959 shows an extremely high P/B multiple, unjustified by fundamentals. PEG ratio unavailable, further limiting valuation clarity. Industry P/E at 27.1 highlights peers trading at healthier multiples.

🏗️ Business Model: GODREJIND operates as a diversified holding company with exposure to chemicals, real estate, and consumer products. Competitive advantage lies in group synergies, but weak profitability and high leverage undermine overall health.

📈 Entry Zone: Safer accumulation only near ₹900–₹920 (close to DMA50 support) for speculative investors. RSI at 58.5 indicates neutral momentum, while MACD at 25.7 shows mild bullishness. Exit strategy near ₹1,000–₹1,020 with strict stop-loss around ₹880.

🕰️ Long-Term Holding: Weak fundamentals, high debt, and negative earnings make GODREJIND unsuitable for long-term holding. Best considered for speculative short-term trades only.

Positive

  • Group synergies across diversified businesses
  • Stock trading near DMA50 support
  • Incremental increase in DII holdings (+0.18%)

Limitation

  • Negative EPS (-₹0.60)
  • Quarterly PAT loss (-₹12.8 Cr.)
  • High debt-to-equity ratio (6.26)
  • Weak ROE (9.04%) and ROCE (8.13%)
  • FII holdings decreased (-0.39%)

Company Negative News

  • Sharp quarterly loss raises concerns about sustainability
  • High leverage increases financial risk

Company Positive News

  • DII holdings increased (+0.18%)
  • Group diversification provides some stability

Industry

  • Industry P/E at 27.1 reflects moderate valuations
  • Peers show stronger fundamentals compared to GODREJIND

Conclusion

GODREJIND is financially weak with high leverage and negative earnings, making it unsuitable for long-term investors. Entry near ₹900–₹920 is only for speculative trades, with profit booking near ₹1,000–₹1,020 and strict stop-loss around ₹880. Long-term holding is not recommended due to poor fundamentals.

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