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SAILIFE - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.5

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

Fundamental Rating: 3.5

Stock Code SAILIFE Market Cap 17,729 Cr. Current Price 839 ₹ High / Low 984 ₹
Stock P/E 62.8 Book Value 110 ₹ Dividend Yield 0.00 % ROCE 14.1 %
ROE 11.0 % Face Value 1.00 ₹ DMA 50 876 ₹ DMA 200 842 ₹
Chg in FII Hold -1.09 % Chg in DII Hold 1.49 % PAT Qtr 83.0 Cr. PAT Prev Qtr 58.4 Cr.
RSI 44.0 MACD -20.5 Volume 1,82,394 Avg Vol 1Wk 4,59,597
Low price 635 ₹ High price 984 ₹ PEG Ratio 0.26 Debt to equity 0.15
52w Index 58.6 % Qtr Profit Var 89.2 % EPS 13.5 ₹ Industry PE 29.0

📊 Core Financials

  • Quarterly PAT rose to 83 Cr from 58.4 Cr (+42%), showing strong sequential growth.
  • ROE at 11.0% and ROCE at 14.1% indicate moderate capital efficiency.
  • Debt-to-equity ratio at 0.15 reflects a healthy balance sheet with low leverage.
  • Cash flows supported by improving profitability, though dividend payout is absent.

💹 Valuation Indicators

  • P/E ratio: 62.8, significantly higher than industry average of 29.0, suggesting overvaluation.
  • P/B ratio: ~7.6 (839 ₹ / 110 ₹ book value), showing premium pricing.
  • PEG ratio: 0.26, indicating valuation is expensive relative to growth.
  • Intrinsic value appears lower than current price, limited margin of safety.

🏢 Business Model & Competitive Advantage

  • SAILIFE operates in pharmaceuticals and life sciences, focusing on specialty formulations.
  • Competitive advantage lies in niche product offerings and R&D-driven growth.
  • Strong potential in global healthcare demand, but valuations remain stretched.

📈 Entry Zone & Long-Term Guidance

  • Entry zone: 780–820 ₹ range (near 200 DMA support at 842 ₹).
  • Long-term holding viable for investors seeking exposure to specialty pharma growth.
  • Accumulation should be cautious due to high valuations and weak technical indicators.

Positive

  • Quarterly PAT growth (+89.2% YoY) shows strong earnings momentum.
  • Low debt-to-equity ratio (0.15), ensuring financial stability.
  • DII holdings increased (+1.49%), reflecting domestic institutional confidence.

Limitation

  • High P/E (62.8) compared to industry average (29.0).
  • Dividend yield at 0.00%, no income return for investors.
  • ROE at 11.0% is modest relative to valuation multiples.

Company Negative News

  • FII holdings decreased (-1.09%), showing reduced foreign investor confidence.
  • Stock trading below 50 DMA (876 ₹) and near 200 DMA (842 ₹), reflecting technical weakness.

Company Positive News

  • Quarterly PAT growth demonstrates strong operational performance.
  • DII holdings increased, showing domestic support.

Industry

  • Industry PE at 29.0, much lower than SAILIFE’s 62.8, highlighting sector undervaluation relative to SAILIFE.
  • Pharmaceuticals and life sciences sector expected to grow steadily with rising healthcare demand.

Conclusion

  • SAILIFE is fundamentally strong with improving profitability and low debt.
  • Valuations remain stretched, making accumulation near 780–820 ₹ more attractive.
  • Best suited for long-term investors seeking exposure to specialty pharma, but caution advised due to high valuation multiples and lack of dividend yield.

I can also extend this into a peer comparison with Divi’s Labs and Laurus Labs to highlight relative valuation and profitability strengths if you’d like.

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