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WELSPUNLIV - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.6

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

Fundamental Rating: 3.6

Stock Code WELSPUNLIV Market Cap 11,845 Cr. Current Price 123 ₹ High / Low 155 ₹
Stock P/E 28.9 Book Value 42.2 ₹ Dividend Yield 1.38 % ROCE 13.8 %
ROE 13.2 % Face Value 1.00 ₹ DMA 50 128 ₹ DMA 200 131 ₹
Chg in FII Hold 0.06 % Chg in DII Hold 1.85 % PAT Qtr 148 Cr. PAT Prev Qtr 76.0 Cr.
RSI 46.5 MACD -2.16 Volume 24,02,087 Avg Vol 1Wk 34,79,276
Low price 105 ₹ High price 155 ₹ PEG Ratio 3.35 Debt to equity 0.41
52w Index 37.1 % Qtr Profit Var -15.9 % EPS 4.27 ₹ Industry PE 17.6

📊 Core Financials

  • Revenue & Profitability: Quarterly PAT rose from 76 Cr. to 148 Cr., but YoY profit variation is negative (-15.9%), showing volatility in earnings.
  • Margins & Returns: ROCE at 13.8% and ROE at 13.2% indicate moderate efficiency and profitability.
  • Debt Ratios: Debt-to-equity at 0.41 reflects moderate leverage, manageable but worth monitoring.
  • Cash Flows: Dividend yield of 1.38% provides steady shareholder returns, supported by consistent cash generation.

💹 Valuation Indicators

  • P/E Ratio: 28.9 vs industry average of 17.6 → trades at a premium.
  • P/B Ratio: Current Price / Book Value ≈ 2.9 → moderately above intrinsic value.
  • PEG Ratio: 3.35 → signals overvaluation relative to growth.
  • Intrinsic Value: Current price (123 ₹) appears slightly expensive compared to fundamentals.

🏢 Business Model & Competitive Advantage

  • Operates in home textiles and lifestyle products with strong brand presence.
  • Diversified product portfolio and export markets provide resilience.
  • Moderate efficiency ratios limit competitive edge compared to industry leaders.

📈 Entry Zone & Long-Term Guidance

  • Entry Zone: Attractive accumulation range between 115 ₹ – 120 ₹, near support levels.
  • Long-Term Holding: Suitable for investors seeking exposure to consumer lifestyle growth, but staggered buying recommended due to valuation risks.

✅ Positive

  • Dividend yield of 1.38% provides steady income.
  • Quarterly PAT doubled sequentially from 76 Cr. to 148 Cr.
  • DII holdings increased (+1.85%), reflecting strong domestic institutional confidence.

⚠️ Limitation

  • High P/E ratio (28.9) compared to industry average.
  • PEG ratio of 3.35 signals overvaluation relative to growth.
  • Moderate debt-to-equity ratio (0.41) requires monitoring.

📉 Company Negative News

  • Stock trading below both 50 DMA (128 ₹) and 200 DMA (131 ₹), indicating weak momentum.
  • RSI at 46.5 and negative MACD (-2.16) suggest bearish technical outlook.
  • FII holdings increased only marginally (+0.06%), showing limited foreign confidence.

📈 Company Positive News

  • Sequential PAT growth from 76 Cr. to 148 Cr. shows strong recovery.
  • DII holdings increased significantly (+1.85%), supporting domestic confidence.

🏭 Industry

  • Industry P/E at 17.6 indicates sector trades at lower multiples.
  • Textiles and lifestyle sector benefits from rising consumer demand and exports.
  • WELSPUNLIV trades at a premium, reflecting brand strength but limited efficiency.

🔎 Conclusion

WELSPUNLIV demonstrates moderate fundamentals with steady dividend yield and sequential profit recovery, but trades at a premium compared to industry peers. Entry is advisable near 115 ₹ – 120 ₹ for long-term investors, with staggered accumulation to mitigate valuation risks. Overall, the company remains strategically positioned in the lifestyle and textile sector, though earnings volatility and technical weakness warrant caution.

I can also outline support and resistance levels with RSI/MACD signals to refine entry timing for WELSPUNLIV if you’d like.

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