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PCBL - Fundamental Analysis: Financial Health & Valuation

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Rating: 2.9

Last Updated Time : 25 May 26, 01:36 am

Fundamental Rating: 2.9

Stock Code PCBL Market Cap 11,473 Cr. Current Price 292 ₹ High / Low 437 ₹
Stock P/E 46.8 Book Value 103 ₹ Dividend Yield 2.06 % ROCE 8.53 %
ROE 6.29 % Face Value 1.00 ₹ DMA 50 284 ₹ DMA 200 314 ₹
Chg in FII Hold -0.12 % Chg in DII Hold 0.79 % PAT Qtr 47.0 Cr. PAT Prev Qtr 44.7 Cr.
RSI 54.3 MACD 1.12 Volume 9,40,706 Avg Vol 1Wk 50,18,224
Low price 226 ₹ High price 437 ₹ PEG Ratio -2.60 Debt to equity 0.65
52w Index 31.1 % Qtr Profit Var -50.4 % EPS 5.99 ₹ Industry PE 46.4

📊 Financial Overview: PCBL has a market cap of ₹11,473 Cr with a current price of ₹292. The 52-week range is ₹437–226. Profitability is weak with ROE at 6.29% and ROCE at 8.53%. Debt-to-equity ratio of 0.65 indicates moderate leverage. PAT stood at ₹47 Cr compared to ₹44.7 Cr in the previous quarter, but quarterly profit variation (-50.4%) shows instability. EPS is ₹5.99, reflecting modest earnings.

💰 Valuation Indicators: Stock P/E is 46.8, in line with the industry average of 46.4, suggesting fair valuation. Book value is ₹103, giving a P/B ratio of ~2.83. PEG ratio of -2.60 highlights growth concerns relative to valuation. Dividend yield of 2.06% provides moderate shareholder returns. Intrinsic value appears lower than current price, limiting margin of safety.

🏭 Business Model & Competitive Advantage: PCBL operates in carbon black manufacturing, serving tire and industrial sectors. Its competitive advantage lies in established market presence and demand from automotive industries. However, weak profitability and high debt levels limit overall health compared to peers.

📈 Entry Zone & Long-Term Guidance: The stock looks fairly valued but with weak fundamentals. A better entry zone would be ₹260–280, closer to support levels. Long-term holding depends on margin improvement and debt reduction; currently, cautious monitoring is advised.

Positive

  • 📈 [Dividend Yield](ca://s?q=PCBL_dividend_policy): Dividend yield of 2.06% provides steady income.
  • 🏭 [Industry Demand](ca://s?q=PCBL_carbon_black_market): Strong demand from tire and automotive sectors.
  • 📊 [DII Support](ca://s?q=PCBL_DII_holdings): DII holdings increased by +0.79%.

Limitation

  • 📉 [Weak Returns](ca://s?q=PCBL_ROE_ROCE): ROE at 6.29% and ROCE at 8.53% are below industry standards.
  • ⚖️ [High Debt](ca://s?q=PCBL_debt_to_equity): Debt-to-equity ratio of 0.65 indicates financial pressure.
  • 📊 [Negative PEG](ca://s?q=PCBL_PEG_ratio): PEG ratio of -2.60 reflects growth concerns.

Company Negative News

  • 📉 [Profit Volatility](ca://s?q=PCBL_profit_variation): Quarterly profit variation at -50.4% shows instability.
  • 📊 [FII Exit](ca://s?q=PCBL_FII_holdings): FII holdings decreased by -0.12%.

Company Positive News

  • 📈 [PAT Growth](ca://s?q=PCBL_quarterly_PAT): PAT improved slightly from ₹44.7 Cr to ₹47 Cr QoQ.
  • 📊 [Technical Support](ca://s?q=PCBL_DMA_levels): Current price near DMA 50 (₹284) and DMA 200 (₹314) indicates support levels.

Industry

  • 🏭 [Carbon Black Sector](ca://s?q=India_carbon_black_industry): Industry PE at 46.4, showing moderate valuation.
  • 📊 [Automotive Demand](ca://s?q=India_automotive_growth): Rising automotive and tire demand supports sector growth.

Conclusion

⚖️ PCBL’s fundamentals are weak with low profitability, high debt, and volatile profits. While dividend yield and industry demand provide some positives, valuation concerns and poor return ratios limit attractiveness. Entry is advisable only near ₹260–280 for better risk-reward. Long-term holding depends on margin improvement and debt reduction; currently, cautious monitoring is recommended.

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