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GRASIM - Fundamental Analysis: Financial Health & Valuation

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Rating: 2.8

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

Fundamental Rating: 2.8

Stock Code GRASIM Market Cap 1,90,172 Cr. Current Price 2,794 ₹ High / Low 2,980 ₹
Stock P/E 493 Book Value 808 ₹ Dividend Yield 0.36 % ROCE 1.52 %
ROE 0.35 % Face Value 2.00 ₹ DMA 50 2,736 ₹ DMA 200 2,746 ₹
Chg in FII Hold 0.42 % Chg in DII Hold -0.71 % PAT Qtr -127 Cr. PAT Prev Qtr 805 Cr.
RSI 58.2 MACD 25.6 Volume 12,06,394 Avg Vol 1Wk 12,13,735
Low price 2,502 ₹ High price 2,980 ₹ PEG Ratio -8.17 Debt to equity 0.24
52w Index 61.2 % Qtr Profit Var 24.8 % EPS 3.29 ₹ Industry PE 30.8

📊 Financials: GRASIM shows weak fundamentals with ROE at 0.35% and ROCE at 1.52%, reflecting poor efficiency. EPS at ₹3.29 is extremely low relative to price levels. Quarterly PAT fell sharply to -₹127 Cr. from ₹805 Cr., highlighting severe earnings volatility. Debt-to-equity at 0.24 indicates manageable leverage but profitability remains a concern.

💹 Valuation: Current P/E of 493 is far above the industry average of 30.8, suggesting severe overvaluation. PEG ratio of -8.17 highlights poor growth prospects. Book value of ₹808 vs. CMP ₹2,794 shows a steep P/B multiple, unjustified by fundamentals.

🏗️ Business Model: GRASIM operates in diversified businesses including cement, textiles, and financial services. While group synergies and sectoral exposure provide stability, weak profitability metrics undermine overall health.

📈 Entry Zone: Safer accumulation only near ₹2,650–₹2,680 (close to support levels). RSI at 58.2 indicates neutral momentum, while MACD at 25.6 shows mild bullishness. Exit strategy near ₹2,850–₹2,900 with strict stop-loss around ₹2,600.

🕰️ Long-Term Holding: Weak fundamentals, high valuation, and negative earnings make GRASIM unsuitable for conservative long-term holding. Best considered for speculative swing trades only.

Positive

  • Strong book value (₹808) provides balance sheet support
  • Incremental increase in FII holdings (+0.42%)
  • Diversified business portfolio across multiple sectors

Limitation

  • Extremely high P/E (493) vs. industry average (30.8)
  • Negative PEG ratio (-8.17) signals poor growth outlook
  • Weak ROE (0.35%) and ROCE (1.52%)
  • Quarterly PAT loss (-₹127 Cr.)
  • DII holdings decreased (-0.71%)

Company Negative News

  • Sharp quarterly loss raises concerns about sustainability
  • Valuation concerns with P/E far above peers

Company Positive News

  • Incremental increase in FII holdings (+0.42%)
  • Strong group diversification provides some stability

Industry

  • Industry P/E at 30.8 reflects moderate valuations
  • Peers show stronger fundamentals compared to GRASIM

Conclusion

GRASIM is financially weak with high valuation and negative earnings, making it unsuitable for long-term investors. Entry near ₹2,650–₹2,680 is only for speculative trades, with profit booking advised near ₹2,850–₹2,900 and strict stop-loss around ₹2,600. Long-term holding is not recommended due to poor fundamentals and earnings volatility.

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