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MANYAVAR - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.7

Last Updated Time : 02 Feb 26, 01:19 pm

Fundamental Rating: 3.7

Stock Code MANYAVAR Market Cap 11,627 Cr. Current Price 478 ₹ High / Low 975 ₹
Stock P/E 30.2 Book Value 70.8 ₹ Dividend Yield 1.67 % ROCE 25.9 %
ROE 22.3 % Face Value 1.00 ₹ DMA 50 560 ₹ DMA 200 707 ₹
Chg in FII Hold -0.47 % Chg in DII Hold 1.05 % PAT Qtr 56.1 Cr. PAT Prev Qtr 70.3 Cr.
RSI 23.5 MACD -27.4 Volume 70,394 Avg Vol 1Wk 2,19,072
Low price 466 ₹ High price 975 ₹ PEG Ratio 4.03 Debt to equity 0.27
52w Index 2.54 % Qtr Profit Var -16.2 % EPS 15.9 ₹ Industry PE 43.7

📊 Core Financials

  • Revenue & Profitability: Quarterly PAT declined from 70.3 Cr. to 56.1 Cr. (-16.2%), showing short-term earnings pressure.
  • Margins & Returns: Strong ROCE (25.9%) and ROE (22.3%) highlight efficient capital usage and profitability.
  • Debt Ratios: Debt-to-equity at 0.27 indicates moderate leverage, manageable but worth monitoring.
  • Cash Flows: Consistent profitability and dividend yield (1.67%) suggest healthy cash generation.

💹 Valuation Indicators

  • P/E Ratio: 30.2 vs industry average of 43.7 → trades at a discount.
  • P/B Ratio: Current Price / Book Value ≈ 6.75 → relatively high compared to intrinsic value.
  • PEG Ratio: 4.03 → signals overvaluation relative to growth.
  • Intrinsic Value: Current price (478 ₹) appears undervalued compared to industry peers, but growth concerns limit upside.

🏢 Business Model & Competitive Advantage

  • Leading ethnic wear brand with strong brand recognition and wide distribution network.
  • High efficiency ratios (ROCE, ROE) provide competitive edge.
  • Dividend yield adds shareholder value, enhancing attractiveness for long-term investors.

📈 Entry Zone & Long-Term Guidance

  • Entry Zone: Attractive accumulation range between 460 ₹ – 480 ₹, near recent lows and support levels.
  • Long-Term Holding: Suitable for investors seeking brand-driven growth, but staggered buying recommended due to earnings pressure and high PEG ratio.

✅ Positive

  • Strong ROCE and ROE indicate efficient capital usage.
  • Dividend yield of 1.67% provides steady income.
  • DII holdings increased (+1.05%), reflecting domestic institutional confidence.

⚠️ Limitation

  • Quarterly PAT decline (-16.2%) shows earnings pressure.
  • PEG ratio of 4.03 signals overvaluation relative to growth.
  • Moderate debt-to-equity ratio (0.27) requires monitoring.

📉 Company Negative News

  • Stock trading below both 50 DMA (560 ₹) and 200 DMA (707 ₹), indicating weak momentum.
  • RSI at 23.5 and negative MACD (-27.4) suggest oversold and bearish technical outlook.
  • Decline in FII holdings (-0.47%) shows reduced foreign investor confidence.

📈 Company Positive News

  • Strong brand positioning in ethnic wear market.
  • DII holdings increased (+1.05%), supporting domestic confidence.
  • Dividend yield adds value for long-term investors.

🏭 Industry

  • Industry P/E at 43.7 indicates sector trades at higher multiples.
  • Apparel and retail sector benefits from rising consumer demand and festive spending.
  • MANYAVAR trades at a discount compared to peers, offering potential value for long-term investors.

🔎 Conclusion

MANYAVAR demonstrates strong fundamentals with high efficiency and brand strength, but faces short-term earnings pressure and weak technical momentum. Entry is advisable near 460 ₹ – 480 ₹ for long-term investors, with staggered accumulation to mitigate risks. Overall, the company remains financially healthy and strategically positioned, though valuation signals caution on growth expectations.

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