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INDGN - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.3

Last Updated Time : 02 Feb 26, 01:08 pm

Fundamental Rating: 3.3

Stock Code INDGN Market Cap 11,557 Cr. Current Price 480 ₹ High / Low 640 ₹
Stock P/E 59.6 Book Value 81.6 ₹ Dividend Yield 0.42 % ROCE 16.6 %
ROE 12.6 % Face Value 2.00 ₹ DMA 50 509 ₹ DMA 200 545 ₹
Chg in FII Hold 0.18 % Chg in DII Hold 1.11 % PAT Qtr 34.8 Cr. PAT Prev Qtr 59.9 Cr.
RSI 38.4 MACD -12.8 Volume 2,00,251 Avg Vol 1Wk 3,79,259
Low price 456 ₹ High price 640 ₹ PEG Ratio 5.72 Debt to equity 0.03
52w Index 13.4 % Qtr Profit Var -30.3 % EPS 8.08 ₹ Industry PE 36.1

📊 Core Financials

  • Revenue & Profitability: PAT declined from 59.9 Cr. to 34.8 Cr. QoQ (-30.3%), showing earnings pressure.
  • Margins: ROE at 12.6% and ROCE at 16.6% are moderate, reflecting average efficiency.
  • Debt: Debt-to-equity ratio of 0.03 indicates a virtually debt-free balance sheet, ensuring financial stability.
  • Cash Flow: Dividend yield of 0.42% provides minimal shareholder reward.

💹 Valuation Indicators

  • P/E Ratio: 59.6 vs Industry PE of 36.1 → significantly overvalued compared to peers.
  • P/B Ratio: Current Price (480 ₹) / Book Value (81.6 ₹) ≈ 5.88, expensive relative to book value.
  • PEG Ratio: 5.72 suggests valuation is stretched relative to growth prospects.
  • Intrinsic Value: Current price near support (456 ₹) offers limited downside, but valuation remains high.

🏦 Business Model & Competitive Advantage

  • Indo-German (INDGN) operates in specialty chemicals and industrial solutions.
  • Competitive advantage lies in niche product offerings and low debt structure.
  • Overall health is stable financially, but profitability and valuation multiples remain concerns.

📈 Entry Zone & Long-Term Guidance

  • Entry Zone: Safer entry between 450 ₹ – 470 ₹, near support levels.
  • Long-Term Holding: Suitable for investors seeking niche chemical exposure, but caution advised due to high valuation and declining profits.

✅ Positive

  • Debt-free balance sheet (Debt-to-equity 0.03).
  • Moderate ROE (12.6%) and ROCE (16.6%).
  • Institutional support with FII (+0.18%) and DII (+1.11%) increases.

⚠️ Limitation

  • High P/E (59.6) compared to industry average (36.1).
  • PEG ratio (5.72) indicates valuation mismatch with growth.
  • Dividend yield of 0.42% offers limited shareholder reward.

📉 Company Negative News

  • PAT declined sharply (-30.3% QoQ), showing earnings weakness.
  • Stock trading below DMA 50 (509 ₹) and DMA 200 (545 ₹) indicates bearish technicals.

📈 Company Positive News

  • Institutional holdings increased, reflecting confidence from DII and FII investors.
  • Debt-free balance sheet provides strong financial stability.

🏭 Industry

  • Industry PE at 36.1 is lower than INDGN’s valuation, highlighting overpricing.
  • Specialty chemicals sector growth driven by industrial demand and exports.
  • Competition from global and domestic players remains strong.

🔎 Conclusion

  • INDGN offers financial stability with low debt and moderate returns, but valuation is stretched.
  • Declining profits raise concerns about sustainability of current price levels.
  • Best suited for cautious investors entering near 450–470 ₹, while long-term holding requires monitoring of earnings recovery.

I can also prepare a comparative HTML report of INDGN versus other specialty chemical companies to highlight relative valuation and profitability strength.

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