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SAREGAMA - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.5

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

Fundamental Rating: 3.5

Stock Code SAREGAMA Market Cap 6,630 Cr. Current Price 344 ₹ High / Low 603 ₹
Stock P/E 32.9 Book Value 86.1 ₹ Dividend Yield 1.31 % ROCE 18.0 %
ROE 13.4 % Face Value 1.00 ₹ DMA 50 341 ₹ DMA 200 391 ₹
Chg in FII Hold -2.00 % Chg in DII Hold 2.06 % PAT Qtr 58.1 Cr. PAT Prev Qtr 47.6 Cr.
RSI 52.2 MACD 4.81 Volume 2,07,786 Avg Vol 1Wk 4,18,751
Low price 306 ₹ High price 603 ₹ PEG Ratio 3.09 Debt to equity 0.00
52w Index 12.8 % Qtr Profit Var -5.49 % EPS 10.2 ₹ Industry PE 36.3

📊 SAREGAMA demonstrates healthy fundamentals with strong ROCE (18.0%) and decent ROE (13.4%). The company is debt-free, which enhances financial stability. EPS of ₹10.2 supports earnings visibility, and dividend yield of 1.31% adds shareholder value. Valuation is moderately fair with P/E (32.9) slightly below industry average (36.3), though PEG ratio (3.09) signals overvaluation relative to growth. Current price ₹344 is near its 50 DMA (₹341) but below 200 DMA (₹391), suggesting cautious accumulation. Entry zone is attractive near ₹330–345 for long-term investors.

💡 Long-term investors may hold with a 3–5 year horizon, focusing on ROCE sustainability and dividend yield. Exit strategy: partial profit booking near ₹370–380 or full exit if PEG ratio worsens or profitability declines further.

Positive

  • 📈 Strong ROCE (18.0%) and ROE (13.4%).
  • 💰 Debt-free balance sheet ensures financial stability.
  • 🔎 Dividend yield of 1.31% provides steady income.

Limitation

  • ⚠️ PEG ratio (3.09) indicates overvaluation relative to growth.
  • 📉 PAT declined from ₹47.6 Cr. to ₹58.1 Cr. with variation (-5.49%).
  • 📊 Trading volume below weekly average, showing reduced market activity.

Company Negative News

  • 📉 FII holding decreased (-2.00%), reflecting reduced foreign investor confidence.
  • 📊 Price below 200 DMA (₹391), indicating medium-term weakness.

Company Positive News

  • 📈 DII holding increased (+2.06%), showing strong domestic institutional support.
  • 📊 Technicals: RSI at 52.2 and MACD positive (4.81), suggesting neutral-to-bullish momentum.

Industry

  • 🎵 Industry PE at 36.3 is slightly higher than SAREGAMA’s 32.9, indicating fair valuation.
  • 📈 Music and entertainment sector benefits from digital streaming growth and IP monetization.

Conclusion

⚖️ SAREGAMA is a moderately attractive long-term investment with strong fundamentals, debt-free status, and dividend yield. Ideal entry is near ₹330–345. Long-term investors may hold for 3–5 years, but cautious monitoring of PEG ratio and profitability trends is essential. Exit near ₹370–380 or on deterioration of growth metrics.

This structured HTML report highlights SAREGAMA’s fundamentals, valuation, and sector context with clear entry/exit guidance. Would you like me to extend this into a peer benchmarking overlay against Tips Industries, Shemaroo, and Zee Entertainment to compare relative valuation and growth positioning in the media sector?

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