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SYNGENE - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.5

Last Updated Time : 25 May 26, 01:36 am

Fundamental Rating: 3.5

Stock Code SYNGENE Market Cap 18,604 Cr. Current Price 462 ₹ High / Low 729 ₹
Stock P/E 51.5 Book Value 117 ₹ Dividend Yield 0.27 % ROCE 10.0 %
ROE 7.74 % Face Value 10.0 ₹ DMA 50 452 ₹ DMA 200 540 ₹
Chg in FII Hold -1.05 % Chg in DII Hold 0.61 % PAT Qtr 154 Cr. PAT Prev Qtr 68.7 Cr.
RSI 53.4 MACD 9.82 Volume 5,21,266 Avg Vol 1Wk 8,65,617
Low price 380 ₹ High price 729 ₹ PEG Ratio -6.11 Debt to equity 0.04
52w Index 23.4 % Qtr Profit Var -11.8 % EPS 7.57 ₹ Industry PE 39.5

📊 Core Financials

  • Revenue & Profit: Quarterly PAT ₹154 Cr. vs ₹68.7 Cr. previous quarter, showing improvement, but overall profit variation is negative (-11.8%).
  • Margins: ROE at 7.74% and ROCE at 10.0% reflect modest efficiency and profitability.
  • Debt: Debt-to-equity ratio of 0.04 indicates negligible leverage, strong balance sheet.
  • Cash Flow: Stable due to low debt, though profitability remains inconsistent.

💹 Valuation Indicators

  • P/E Ratio: 51.5 vs Industry PE of 39.5 — trades at a premium, suggesting overvaluation.
  • P/B Ratio: Price ₹462 vs Book Value ₹117 → ~3.95x, relatively expensive compared to peers.
  • PEG Ratio: -6.11 indicates weak growth outlook.
  • Intrinsic Value: Current price appears stretched compared to fundamentals.

🧪 Business Model & Advantage

Syngene International operates as a contract research and manufacturing organization (CRMO) serving global pharma and biotech companies. Its competitive advantage lies in strong R&D capabilities, global client base, and integrated services. However, profitability is modest and valuations are demanding.

📈 Technicals & Entry Zone

  • RSI at 53.4 indicates neutral momentum.
  • MACD positive (9.82) suggests short-term bullishness.
  • Entry Zone: Attractive accumulation around ₹420–₹440 range.
  • Long-term Holding: Suitable for investors seeking exposure to pharma R&D outsourcing, but valuation risks remain.

✅ Positive

  • Quarterly PAT improved from ₹68.7 Cr. to ₹154 Cr.
  • Negligible debt-to-equity ratio (0.04).
  • DII holdings increased (+0.61%).

⚠️ Limitation

  • High P/E ratio (51.5) compared to industry average.
  • Weak ROE (7.74%) and ROCE (10.0%).
  • Negative PEG ratio (-6.11) signals poor growth prospects.

📰 Company Negative News

  • Profit variation negative (-11.8%).
  • FII holdings declined (-1.05%).

🌟 Company Positive News

  • Quarterly PAT doubled sequentially.
  • DII holdings increased (+0.61%).
  • Strong global client base in pharma and biotech.

🏭 Industry

Pharma R&D outsourcing industry PE at 39.5 reflects moderate valuations. Demand is driven by global drug development and biotech innovation. However, competition and regulatory risks remain key challenges.

🔎 Conclusion

Syngene International demonstrates strong R&D capabilities and negligible debt, but profitability is modest and valuations are stretched. Long-term investors may consider accumulating in the ₹420–₹440 range, aligning with global pharma outsourcing growth while being cautious of valuation risks.

For deeper insights, you could explore a peer comparison or an industry outlook to complement this analysis.

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