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ALIVUS - Investment Analysis: Buy Signal or Bull Trap?

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Rating: 3.8

Last Updated Time : 17 Jan 26, 07:31 am

Investment Rating: 3.8

Stock Code ALIVUS Market Cap 10,696 Cr. Current Price 871 ₹ High / Low 1,260 ₹
Stock P/E 20.2 Book Value 246 ₹ Dividend Yield 0.58 % ROCE 24.9 %
ROE 18.7 % Face Value 2.00 ₹ DMA 50 904 ₹ DMA 200 953 ₹
Chg in FII Hold 0.42 % Chg in DII Hold -0.15 % PAT Qtr 130 Cr. PAT Prev Qtr 122 Cr.
RSI 44.5 MACD -4.06 Volume 41,748 Avg Vol 1Wk 51,048
Low price 827 ₹ High price 1,260 ₹ PEG Ratio 4.28 Debt to equity 0.02
52w Index 10.1 % Qtr Profit Var 36.4 % EPS 43.3 ₹ Industry PE 30.0

📊 ALIVUS demonstrates strong fundamentals with high ROCE (24.9%) and ROE (18.7%), supported by a nearly debt-free balance sheet (Debt-to-equity 0.02). The company has shown healthy quarterly profit growth (+36.4%) and maintains a modest dividend yield (0.58%). However, the PEG ratio of 4.28 suggests overvaluation relative to growth, and the stock trades below its 50 DMA (904 ₹) and 200 DMA (953 ₹), indicating weak technical momentum. The ideal entry price zone lies between ₹830–₹860, closer to the lower range. For current holders, a long-term horizon of 3–4 years is favorable, with an exit strategy near ₹1,200–₹1,250 if valuations stretch and earnings sustain.

✅ Positive

  • 📈 ROCE of 24.9% reflects strong capital efficiency.
  • 💹 ROE of 18.7% indicates healthy shareholder returns.
  • 🏦 Debt-to-equity of 0.02 shows a nearly debt-free balance sheet.
  • 📊 Quarterly profit growth of 36.4% highlights earnings momentum.
  • 📈 EPS of ₹43.3 supports profitability strength.

⚠️ Limitation

  • 📉 PEG ratio of 4.28 suggests overvaluation relative to growth prospects.
  • 📉 P/E of 20.2 is lower than industry average (30.0), but growth premium is limited.
  • 📉 Stock trading below DMA 50 & DMA 200 indicates weak technical momentum.
  • 📉 MACD negative (-4.06) signals bearish trend continuation.

📰 Company Negative News

  • 📉 DII holdings decreased by 0.15%, showing reduced domestic institutional interest.

🌟 Company Positive News

  • 📊 PAT improved from ₹122 Cr. to ₹130 Cr., showing earnings growth.
  • 📈 FII holdings increased by 0.42%, reflecting foreign investor confidence.

🏭 Industry

  • 📊 Industry PE at 30.0 shows ALIVUS trades at a discount compared to peers.
  • 💊 Pharma sector expected to benefit from global demand for formulations and outsourcing opportunities.

📌 Conclusion

ALIVUS is a fundamentally strong company with high efficiency ratios, low debt, and consistent profit growth. However, valuations appear stretched relative to growth, and technical indicators show weakness. Fresh entry is ideal around ₹830–₹860 for better risk-reward. Long-term investors can hold for 3–4 years, targeting ₹1,200–₹1,250 as an exit zone, while monitoring profitability and institutional flows.

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