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JUBLINGREA - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.7

Last Updated Time : 04 May 26, 11:18 am

Fundamental Rating: 3.7

Stock Code JUBLINGREA Market Cap 11,369 Cr. Current Price 714 ₹ High / Low 852 ₹
Stock P/E 43.3 Book Value 158 ₹ Dividend Yield 0.70 % ROCE 12.8 %
ROE 11.2 % Face Value 1.00 ₹ DMA 50 643 ₹ DMA 200 664 ₹
Chg in FII Hold 0.34 % Chg in DII Hold 0.76 % PAT Qtr 69.4 Cr. PAT Prev Qtr 44.0 Cr.
RSI 65.1 MACD 33.4 Volume 3,67,980 Avg Vol 1Wk 2,49,548
Low price 535 ₹ High price 852 ₹ PEG Ratio -2.58 Debt to equity 0.33
52w Index 56.4 % Qtr Profit Var -13.9 % EPS 15.9 ₹ Industry PE 28.9

Financials: Jubilant Ingrevia (JUBLINGREA) shows moderate fundamentals with ROCE at 12.8% and ROE at 11.2%. EPS of ₹15.9 supports profitability, while quarterly PAT improved to ₹69.4 Cr. from ₹44.0 Cr. Debt-to-equity ratio of 0.33 indicates manageable leverage.

Valuation: P/E of 43.3 is well above industry average (28.9), suggesting premium valuation. PEG ratio of -2.58 highlights weak growth-adjusted valuation. Dividend yield of 0.70% adds modest investor appeal.

Business Model: Jubilant Ingrevia operates in specialty chemicals and life sciences, with strengths in diversified product lines and global demand. Competitive advantage lies in niche chemical segments, though profitability remains under pressure.

Entry Zone: Attractive entry between ₹690–₹710 near DMA 50 (₹643) and DMA 200 (₹664). Long-term holding favorable if earnings momentum sustains and valuations normalize.

Positive

- EPS of ₹15.9 supports profitability base

- PAT improved from ₹44.0 Cr. to ₹69.4 Cr.

- Debt-to-equity ratio of 0.33 reflects financial stability

- Institutional inflows (FII +0.34%, DII +0.76%) show confidence

- Technical indicators (RSI 65.1, MACD 33.4) reflect bullish momentum

Limitation

- High P/E (43.3) vs industry average (28.9) indicates overvaluation

- Negative PEG ratio (-2.58) signals weak growth-adjusted valuation

- ROE (11.2%) and ROCE (12.8%) are modest compared to peers

- Quarterly profit variation (-13.9%) highlights earnings volatility

Company Negative News

- Earnings volatility with profit decline (-13.9%)

- Valuation stretched relative to industry peers

Company Positive News

- PAT growth quarter-on-quarter supports earnings momentum

- Institutional inflows add confidence

- Technical indicators show bullish bias

Industry

- Specialty chemicals sector benefits from global demand and industrial applications

- Industry P/E at 28.9 highlights Jubilant Ingrevia trading at premium valuation

Conclusion

Jubilant Ingrevia presents moderate fundamentals with strong sector positioning and institutional support, but suffers from stretched valuations and earnings volatility. Entry around ₹690–₹710 offers a cautious opportunity. Long-term investors should monitor profitability trends and valuation normalization for sustained holding.

Would you like me to extend this into a sector overlay comparison against peers like Aarti Industries, Deepak Nitrite, and Alkyl Amines, so you can benchmark valuation and efficiency in a modular HTML format?

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