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TATACHEM - 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 TATACHEM Market Cap 20,610 Cr. Current Price 809 ₹ High / Low 1,027 ₹
Stock P/E 30.9 Book Value 739 ₹ Dividend Yield 1.36 % ROCE 3.67 %
ROE 2.81 % Face Value 10.0 ₹ DMA 50 702 ₹ DMA 200 785 ₹
Chg in FII Hold -0.36 % Chg in DII Hold 0.43 % PAT Qtr 85.3 Cr. PAT Prev Qtr 178 Cr.
RSI 74.4 MACD 30.4 Volume 69,42,142 Avg Vol 1Wk 95,87,547
Low price 580 ₹ High price 1,027 ₹ PEG Ratio -2.53 Debt to equity 0.11
52w Index 51.2 % Qtr Profit Var 18.4 % EPS 26.4 ₹ Industry PE 19.0

📊 TATACHEM (Tata Chemicals Ltd.) shows weak fundamentals despite strong brand presence. ROE (2.81%) and ROCE (3.67%) are very low, reflecting poor efficiency. Valuations are stretched with a P/E of 30.9 compared to industry average of 19.0, and a negative PEG ratio (-2.53) highlights poor growth prospects relative to price. EPS of ₹26.4 is modest, and dividend yield of 1.36% provides limited income support. Debt-to-equity ratio is low (0.11), ensuring financial stability. Quarterly PAT declined sharply (₹178 Cr → ₹85.3 Cr), raising concerns about earnings consistency. Technical indicators show overbought conditions with RSI at 74.4, though price trades above both 50 DMA (₹702) and 200 DMA (₹785), reflecting short-term strength.

💰 Ideal Entry Price Zone: ₹680 – ₹750 (near 50 DMA support and below current price).

📈 Exit / Holding Strategy: Hold for 2–3 years; consider profit booking near ₹1,000–₹1,025 resistance unless profitability improves. Long-term compounding potential is limited unless return ratios strengthen.


✅ Positive

  • Strong brand and diversified chemical business.
  • Low debt-to-equity ratio (0.11) ensures financial stability.
  • DII holdings increased (+0.43%), showing domestic investor confidence.
  • Dividend yield of 1.36% provides income support.
  • Price trading above 200 DMA reflects medium-term strength.

⚠️ Limitation

  • Low ROE (2.81%) and ROCE (3.67%).
  • P/E of 30.9 trades at a premium to industry PE of 19.0.
  • Negative PEG ratio (-2.53) indicates poor growth prospects.
  • RSI at 74.4 signals overbought conditions.
  • Quarterly PAT decline highlights earnings volatility.

📉 Company Negative News

  • Quarterly PAT dropped from ₹178 Cr to ₹85.3 Cr.
  • FII holdings declined (-0.36%), showing reduced foreign investor interest.

📈 Company Positive News

  • DII inflows (+0.43%) reflect domestic institutional support.
  • Quarterly profit variation (+18.4%) shows some recovery momentum.

⚗️ Industry

  • Chemicals sector benefits from industrial demand and global exports.
  • Commodity price volatility and regulatory risks remain challenges.

🔎 Conclusion

TATACHEM is a stable company with strong brand presence but weak efficiency and stretched valuations. Long-term investors should accumulate only near ₹680–₹750 for safety. Current holders can stay invested for 2–3 years, targeting exits above ₹1,000–₹1,025 if earnings growth does not justify premium valuations.

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