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GRANULES - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.7

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

Fundamental Rating: 3.7

Stock Code GRANULES Market Cap 17,338 Cr. Current Price 700 ₹ High / Low 731 ₹
Stock P/E 42.3 Book Value 178 ₹ Dividend Yield 0.21 % ROCE 12.8 %
ROE 10.5 % Face Value 1.00 ₹ DMA 50 629 ₹ DMA 200 575 ₹
Chg in FII Hold 1.76 % Chg in DII Hold -0.46 % PAT Qtr 99.0 Cr. PAT Prev Qtr 112 Cr.
RSI 73.1 MACD 25.8 Volume 18,27,818 Avg Vol 1Wk 27,21,229
Low price 431 ₹ High price 731 ₹ PEG Ratio -6.60 Debt to equity 0.19
52w Index 89.6 % Qtr Profit Var 36.1 % EPS 16.2 ₹ Industry PE 30.1

📊 Financials: GRANULES shows moderate fundamentals with ROE at 10.5% and ROCE at 12.8%, reflecting average efficiency. EPS at ₹16.2 supports earnings but remains modest relative to price levels. Quarterly PAT declined to ₹99 Cr. from ₹112 Cr., raising concerns about earnings consistency. Debt-to-equity at 0.19 indicates manageable leverage.

💹 Valuation: Current P/E of 42.3 is above the industry average of 30.1, suggesting overvaluation. PEG ratio of -6.60 highlights weak growth prospects. Book value of ₹178 vs. CMP ₹700 shows a steep P/B multiple, justified only by momentum and sectoral positioning.

🏗️ Business Model: GRANULES operates in pharmaceuticals with a focus on bulk drugs and formulations. Its competitive advantage lies in cost-efficient manufacturing and global supply chain presence, but profitability metrics remain weaker than peers.

📈 Entry Zone: Accumulation near ₹630–₹650 (close to DMA50 support) offers favorable risk-reward. RSI at 73.1 indicates overbought conditions, while MACD at 25.8 shows bullish momentum. Exit strategy near ₹720–₹730 with stop-loss around ₹610.

🕰️ Long-Term Holding: While GRANULES benefits from sectoral demand and institutional inflows, weak fundamentals and overvaluation limit aggressive long-term upside. Suitable for cautious investors seeking pharma exposure with moderate risk.

Positive

  • Debt-to-equity ratio at 0.19 ensures stability
  • Incremental increase in FII holdings (+1.76%)
  • Stock trading near 52-week high (89.6% index)
  • Strong quarterly profit variation (+36.1%)

Limitation

  • Quarterly PAT decline (₹112 Cr. → ₹99 Cr.)
  • Weak ROE (10.5%) and ROCE (12.8%)
  • Negative PEG ratio (-6.60) signals poor growth outlook
  • P/E (42.3) above industry average (30.1)
  • DII holdings decreased (-0.46%)

Company Negative News

  • Profit decline in recent quarter
  • Valuation concerns with P/E above peers

Company Positive News

  • Strong profit variation (+36.1%)
  • FII inflows (+1.76%) support momentum

Industry

  • Pharma industry P/E at 30.1 reflects premium valuations
  • Sector supported by global demand and defensive positioning

Conclusion

GRANULES is financially stable with low debt and institutional support, but weak efficiency metrics and overvaluation limit upside. Entry near ₹630–₹650 is favorable, with profit booking advised near ₹720–₹730. Best suited for cautious investors seeking pharma exposure with moderate risk.

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