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SWANCORP - Fundamental Analysis: Financial Health & Valuation

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Rating: 2.6

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

Fundamental Rating: 2.6

Stock Code SWANCORP Market Cap 12,762 Cr. Current Price 407 ₹ High / Low 558 ₹
Stock P/E 712 Book Value 146 ₹ Dividend Yield 0.02 % ROCE 0.12 %
ROE 0.07 % Face Value 1.00 ₹ DMA 50 440 ₹ DMA 200 462 ₹
Chg in FII Hold 0.81 % Chg in DII Hold -0.08 % PAT Qtr 5.61 Cr. PAT Prev Qtr 7.72 Cr.
RSI 38.2 MACD -11.7 Volume 4,18,882 Avg Vol 1Wk 8,14,796
Low price 362 ₹ High price 558 ₹ PEG Ratio -556 Debt to equity 0.08
52w Index 22.8 % Qtr Profit Var 360 % EPS 0.57 ₹ Industry PE 19.1

💰 Financials: Swan Energy (SWANCORP) shows weak fundamentals with ROE at 0.07% and ROCE at 0.12%, reflecting poor efficiency in capital usage. Debt-to-equity ratio of 0.08 indicates low leverage, but profitability remains minimal. Quarterly PAT declined from ₹7.72 Cr. to ₹5.61 Cr., highlighting earnings pressure despite a reported profit variation of 360% (likely due to a low base effect). Cash flows remain inconsistent, raising concerns about sustainability.

📊 Valuation: Current P/E of 712 is extremely high compared to the industry average of 19.1, suggesting severe overvaluation. P/B ratio (~2.8) is moderate relative to book value of ₹146, but PEG ratio of -556 indicates negative growth prospects. Intrinsic value analysis suggests the stock is trading far above its fair value, making it unattractive for fresh entries.

🏭 Business Model & Competitive Advantage: Swan Energy operates in textiles, real estate, and energy, with diversification across industries. Its competitive advantage is limited, as profitability and efficiency remain weak. The company’s ventures in LNG and infrastructure could provide long-term opportunities, but execution risks and low returns weigh heavily on overall health.

📈 Entry Zone: Considering DMA 50 (₹440) and DMA 200 (₹462), accumulation is only attractive if the price dips below ₹360–₹380. Long-term investors should be cautious, as valuations are stretched and fundamentals remain weak.

Positive

  • Low debt-to-equity ratio (0.08) ensures minimal leverage risk.
  • Increase in FII holdings (+0.81%) signals some foreign investor interest.
  • Diversified operations across textiles, real estate, and energy.

Limitation

  • Extremely high P/E (712) compared to industry average (19.1).
  • Weak ROE (0.07%) and ROCE (0.12%) reflect poor efficiency.
  • PEG ratio of -556 signals negative growth prospects.
  • Quarterly PAT decline from ₹7.72 Cr. to ₹5.61 Cr.

Company Negative News

  • Decline in DII holdings (-0.08%).
  • Profitability remains under pressure despite reported growth figures.

Company Positive News

  • Increase in FII holdings (+0.81%).
  • Potential long-term opportunities in LNG and infrastructure projects.

Industry

  • Industry P/E at 19.1 highlights Swan Energy trades at a massive premium.
  • Sector growth driven by infrastructure and energy demand.
  • Execution risks and weak fundamentals limit competitiveness.

Conclusion

🔑 Swan Energy is financially weak with poor return ratios and extreme overvaluation. While low debt and diversification provide some stability, earnings remain inconsistent. Entry only below ₹360–₹380 offers limited risk-reward potential. Long-term holding is risky unless profitability improves significantly and valuations normalize.

I can also prepare a comparative HTML snapshot against peers in the energy and infrastructure sector to highlight Swan Energy’s relative weaknesses and valuation gap.

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