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MANYAVAR - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.9

Last Updated Time : 04 May 26, 11:42 am

Fundamental Rating: 3.9

Stock Code MANYAVAR Market Cap 10,374 Cr. Current Price 427 ₹ High / Low 850 ₹
Stock P/E 28.6 Book Value 70.8 ₹ Dividend Yield 1.87 % ROCE 25.9 %
ROE 22.3 % Face Value 1.00 ₹ DMA 50 424 ₹ DMA 200 574 ₹
Chg in FII Hold -1.01 % Chg in DII Hold 0.62 % PAT Qtr 135 Cr. PAT Prev Qtr 56.1 Cr.
RSI 53.6 MACD 14.7 Volume 1,97,821 Avg Vol 1Wk 2,39,993
Low price 329 ₹ High price 850 ₹ PEG Ratio 3.82 Debt to equity 0.27
52w Index 18.8 % Qtr Profit Var -14.6 % EPS 14.9 ₹ Industry PE 29.8

📊 Financials: MANYAVAR shows strong efficiency with ROCE at 25.9% and ROE at 22.3%, reflecting solid capital utilization. Debt-to-equity ratio is moderate at 0.27, manageable but higher than peers. EPS of ₹14.9 supports profitability, though quarterly PAT declined (-14.6%), raising caution. Dividend yield of 1.87% adds income support.

💹 Valuation: Current P/E of 28.6 is close to industry average (29.8), suggesting fair valuation. PEG ratio of 3.82 indicates growth is already priced in, limiting upside. P/B ratio (~6.0) is elevated relative to book value. Intrinsic value appears slightly lower than current price, requiring disciplined entry.

🏢 Business Model & Advantage: MANYAVAR operates in ethnic apparel, benefiting from strong brand equity, festive demand cycles, and wide distribution. Competitive advantage lies in brand recognition and premium positioning, though growth momentum has slowed.

📈 Entry Zone: Ideal accumulation range is ₹370–₹410 (closer to recent low and below DMA 200). Current price (₹427) is near DMA 50 (₹424) but below DMA 200 (₹574), reflecting weakness in long-term trend.

Long-Term Holding: Suitable for 3–4 year horizon given strong ROCE/ROE and dividend yield. Partial profit booking advised near ₹440–₹450 resistance. Exit recommended if profitability continues to decline or valuations stretch without earnings support.


Positive

  • Strong ROCE (25.9%) and ROE (22.3%)
  • Dividend yield of 1.87% provides income support
  • Neutral RSI (53.6) indicates balanced momentum
  • Strong brand presence in ethnic wear segment

Limitation

  • PEG ratio of 3.82 suggests limited upside
  • Debt-to-equity ratio (0.27) higher than peers
  • Quarterly PAT decline (-14.6%) shows earnings pressure

Company Negative News

  • Decline in quarterly profitability despite revenue growth
  • FII holding decreased (-1.01%), showing reduced foreign investor confidence

Company Positive News

  • DII holding increased (+0.62%), reflecting domestic institutional support
  • EPS of ₹14.9 supports valuation relative to peers

Industry

  • Industry P/E at 29.8 indicates moderate sector valuation
  • MANYAVAR trades close to industry average, reflecting balanced positioning

Conclusion

MANYAVAR is a fundamentally strong company with efficient capital metrics and a decent dividend yield. However, earnings pressure and stretched valuations limit near-term upside. New investors should wait for dips near ₹370–₹410 before entry. Existing holders may continue with a 3–4 year horizon but should book profits near resistance levels and monitor earnings growth closely.

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