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PPLPHARMA - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.2

Last Updated Time : 19 Mar 26, 07:10 pm

Fundamental Rating: 3.2

Stock Code PPLPHARMA Market Cap 19,021 Cr. Current Price 143 ₹ High / Low 241 ₹
Stock P/E 25.8 Book Value 58.2 ₹ Dividend Yield 0.10 % ROCE 12.4 %
ROE 9.74 % Face Value 10.0 ₹ DMA 50 159 ₹ DMA 200 181 ₹
Chg in FII Hold -0.61 % Chg in DII Hold 0.79 % PAT Qtr 151 Cr. PAT Prev Qtr 196 Cr.
RSI 35.1 MACD -5.42 Volume 29,93,700 Avg Vol 1Wk 46,37,699
Low price 135 ₹ High price 241 ₹ PEG Ratio 1.16 Debt to equity 0.12
52w Index 8.04 % Qtr Profit Var 27.4 % EPS 5.39 ₹ Industry PE 27.6

📊 Financial Overview

  • Revenue & Profitability: Quarterly PAT declined to ₹151 Cr. from ₹196 Cr. (-27.4%). ROE (9.74%) and ROCE (12.4%) are modest, reflecting average efficiency and profitability.
  • Debt & Liquidity: Debt-to-equity at 0.12 indicates low leverage, ensuring balance sheet stability.
  • Valuation: P/E of 25.8 is slightly below industry average (27.6), suggesting fair valuation. P/B ~2.5 indicates moderate premium pricing. PEG ratio (1.16) reflects reasonable growth-adjusted valuation.
  • Technical Indicators: RSI at 35.1 indicates oversold conditions; MACD at -5.42 signals bearish trend. Current price ₹143 is below DMA 50 (₹159) and DMA 200 (₹181), showing weakness.

🏢 Business Model & Competitive Advantage

  • PPL Pharma operates in pharmaceuticals, focusing on generic formulations and specialty medicines.
  • Competitive advantage lies in diversified product portfolio and presence in domestic and export markets, though profitability remains under pressure.

💡 Entry Zone Recommendation

  • Entry zone: ₹135–₹145, near support levels.
  • Attractive for long-term investors only if profitability stabilizes; currently suitable for cautious accumulation.

📈 Long-Term Holding Guidance

  • Moderately suitable for long-term holding due to fair valuation and low debt.
  • Upside potential tied to pharmaceutical demand and expansion in generics and specialty drugs.

✅ Positive

  • Low debt-to-equity ratio (0.12).
  • Fair valuation with P/E (25.8) below industry average (27.6).
  • DII holdings increased (+0.79%).

⚠️ Limitation

  • Weak ROE (9.74%) and ROCE (12.4%).
  • Dividend yield negligible at 0.10%.
  • Stock trading below DMA 50 and DMA 200, showing bearish trend.

📉 Company Negative News

  • Quarterly PAT declined from ₹196 Cr. to ₹151 Cr.
  • Bearish technical indicators (MACD negative, RSI oversold).
  • FII holdings reduced (-0.61%).

📈 Company Positive News

  • DII holdings increased (+0.79%).
  • PEG ratio (1.16) indicates reasonable growth-adjusted valuation.
  • Strong trading volumes show investor interest.

🏭 Industry

  • Pharmaceutical industry P/E at 27.6, slightly higher than PPL Pharma’s valuation.
  • Sector growth driven by rising healthcare demand, generics expansion, and global pharmaceutical exports.

🔎 Conclusion

  • PPL Pharma shows fair valuation and low debt but faces weak profitability and bearish technicals.
  • Entry near ₹135–₹145 is suitable for cautious investors; long-term holding recommended only if earnings stabilize and margins improve.

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