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NUVOCO - Fundamental Analysis: Financial Health & Valuation

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Rating: 2.7

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

Fundamental Rating: 2.7

Stock Code NUVOCO Market Cap 11,748 Cr. Current Price 329 ₹ High / Low 478 ₹
Stock P/E 39.8 Book Value 260 ₹ Dividend Yield 0.00 % ROCE 3.26 %
ROE 0.43 % Face Value 10.0 ₹ DMA 50 359 ₹ DMA 200 374 ₹
Chg in FII Hold -0.19 % Chg in DII Hold 0.00 % PAT Qtr 56.2 Cr. PAT Prev Qtr 32.5 Cr.
RSI 30.2 MACD -3.93 Volume 3,29,521 Avg Vol 1Wk 1,96,281
Low price 287 ₹ High price 478 ₹ PEG Ratio -4.38 Debt to equity 0.49
52w Index 22.0 % Qtr Profit Var 227 % EPS 8.27 ₹ Industry PE 30.0

📊 Core Financials

  • Revenue & Profitability: Quarterly PAT improved from ₹32.5 Cr. to ₹56.2 Cr. (227% growth), but overall margins remain weak with ROE at 0.43% and ROCE at 3.26%.
  • Debt Position: Debt-to-equity ratio at 0.49 indicates moderate leverage, manageable but not negligible.
  • Cash Flow: Limited dividend yield (0%) suggests reinvestment or cash constraints.
  • Return Metrics: Low ROE and ROCE highlight inefficiency in capital utilization.

💹 Valuation Indicators

  • P/E Ratio: 39.8, significantly higher than industry average of 30, indicating overvaluation.
  • P/B Ratio: Current Price ₹329 vs. Book Value ₹260 → ~1.26, reasonable but not cheap.
  • PEG Ratio: -4.38, negative due to inconsistent earnings growth, signaling poor valuation alignment.
  • Intrinsic Value: Based on weak returns and high P/E, intrinsic value appears lower than current price.

🏭 Business Model & Competitive Advantage

  • Operates in cement and building materials, a cyclical industry tied to infrastructure and housing demand.
  • Moderate scale with market cap of ₹11,748 Cr., but lacks strong competitive moat compared to larger peers.
  • Recent profit growth shows operational improvement, but sustainability is uncertain.

📈 Entry Zone & Long-Term Guidance

  • Entry Zone: Attractive accumulation range between ₹287–310, closer to 52-week low.
  • Long-Term Holding: Only suitable for patient investors willing to wait for industry upcycle; current fundamentals do not justify aggressive long-term holding.

Positive

  • Strong quarterly profit growth (227%).
  • Reasonable debt-to-equity ratio (0.49).
  • Stock trading near RSI 30, indicating oversold conditions.

Limitation

  • Extremely low ROE (0.43%) and ROCE (3.26%).
  • High P/E ratio compared to industry average.
  • No dividend yield, limiting investor returns.

Company Negative News

  • Decline in FII holdings (-0.19%), showing reduced foreign investor confidence.
  • Stock trading below 50 DMA (359) and 200 DMA (374), indicating bearish trend.

Company Positive News

  • Quarterly PAT surged significantly, showing operational improvement.
  • Volume higher than 1-week average, suggesting renewed investor interest.

Industry

  • Cement industry P/E at 30, lower than NUVOCO’s valuation, suggesting peers may offer better value.
  • Sector growth tied to infrastructure push and housing demand in India.

Conclusion

  • NUVOCO shows short-term profit improvement but weak long-term fundamentals.
  • High valuation and poor return ratios limit attractiveness.
  • Best considered for opportunistic entry near ₹287–310 with cautious long-term outlook.

Would you like me to also prepare a technical chart-based entry/exit strategy alongside this fundamental view so you can align both perspectives?

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