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SHREECEM - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.2

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

Fundamental Rating: 3.2

Stock Code SHREECEM Market Cap 87,297 Cr. Current Price 24,195 ₹ High / Low 32,508 ₹
Stock P/E 50.4 Book Value 6,078 ₹ Dividend Yield 0.45 % ROCE 7.17 %
ROE 5.69 % Face Value 10.0 ₹ DMA 50 24,925 ₹ DMA 200 26,690 ₹
Chg in FII Hold -1.13 % Chg in DII Hold 1.20 % PAT Qtr 279 Cr. PAT Prev Qtr 277 Cr.
RSI 44.4 MACD 110 Volume 35,701 Avg Vol 1Wk 28,562
Low price 22,550 ₹ High price 32,508 ₹ PEG Ratio -2.45 Debt to equity 0.09
52w Index 16.5 % Qtr Profit Var 21.4 % EPS 480 ₹ Industry PE 30.8

📊 SHREECEM reflects moderate fundamentals with strong EPS (₹480) but weak efficiency metrics — ROE (5.69%) and ROCE (7.17%) are below desirable compounding levels. The company maintains low leverage (Debt-to-equity: 0.09), ensuring financial stability. Valuation is stretched with P/E (50.4) significantly above industry average (30.8), and PEG ratio (-2.45) highlights poor growth relative to valuation. Current price ₹24,195 is below both DMA 50 (₹24,925) and DMA 200 (₹26,690), suggesting medium-term weakness. Entry zone is attractive near ₹22,500–23,500 for accumulation.

💡 Long-term investors may hold with a 3–5 year horizon if profitability improves. Exit strategy: partial profit booking near ₹26,500–27,000 resistance or full exit if ROE/ROCE remain weak and valuations stay stretched.

Positive

  • 📈 EPS of ₹480 provides strong earnings visibility.
  • 💰 Low debt-to-equity ratio (0.09) ensures balance sheet strength.
  • 📊 PAT growth stable (₹277 Cr. → ₹279 Cr.).

Limitation

  • ⚠️ ROE (5.69%) and ROCE (7.17%) are weak for long-term compounding.
  • 📉 High P/E (50.4 vs industry 30.8) indicates overvaluation.
  • 📊 Negative PEG ratio (-2.45) reflects poor growth efficiency.

Company Negative News

  • 📉 FII holding declined (-1.13%), showing reduced foreign investor confidence.
  • 📊 Price trading below both DMA 50 and DMA 200, indicating medium-term weakness.

Company Positive News

  • 📈 DII holding increased (+1.20%), reflecting strong domestic institutional support.
  • 📊 Quarterly profit variation (+21.4%) shows resilience despite weak margins.

Industry

  • 🏭 Industry PE at 30.8 is much lower than SHREECEM’s 50.4, highlighting premium valuation.
  • 📈 Cement sector benefits from infrastructure growth and housing demand but faces margin pressures from input costs.

Conclusion

⚖️ SHREECEM is a fundamentally stable company with strong EPS and low debt, but weak ROE/ROCE and stretched valuations limit upside potential. Ideal entry is near ₹22,500–23,500. Long-term investors may hold cautiously for 3–5 years, with exits near ₹26,500–27,000 or on deterioration of profitability metrics.

This structured HTML report captures SHREECEM’s fundamentals, valuation risks, and sector context with clear entry/exit guidance. Would you like me to extend this into a peer benchmarking overlay against UltraTech Cement, ACC, and Ambuja Cement to highlight relative positioning in the cement sector?

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