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APARINDS - Investment Analysis: Buy Signal or Bull Trap?

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Rating: 4.3

Last Updated Time : 05 Feb 26, 04:52 am

Investment Rating: 4.3

Stock Code APARINDS Market Cap 38,075 Cr. Current Price 9,476 ₹ High / Low 9,905 ₹
Stock P/E 38.8 Book Value 1,153 ₹ Dividend Yield 0.54 % ROCE 33.3 %
ROE 19.8 % Face Value 10.0 ₹ DMA 50 8,245 ₹ DMA 200 8,277 ₹
Chg in FII Hold 0.11 % Chg in DII Hold 0.56 % PAT Qtr 226 Cr. PAT Prev Qtr 254 Cr.
RSI 70.5 MACD 135 Volume 1,92,304 Avg Vol 1Wk 2,85,251
Low price 4,270 ₹ High price 9,905 ₹ PEG Ratio 0.76 Debt to equity 0.14
52w Index 92.4 % Qtr Profit Var 28.2 % EPS 240 ₹ Industry PE 26.2

📊 Analysis: APARINDS demonstrates strong fundamentals with ROE at 19.8% and ROCE at 33.3%, reflecting excellent capital efficiency. Debt-to-equity is low at 0.14, ensuring financial stability. EPS of ₹240 supports profitability, and dividend yield of 0.54% adds modest income potential. The P/E of 38.8 is higher than the industry average of 26.2, suggesting premium valuation, but the PEG ratio of 0.76 indicates fair valuation relative to growth. Technicals show strength: RSI at 70.5 (overbought zone), MACD positive (135), and price well above DMA 50 and DMA 200, signaling bullish momentum. Quarterly PAT dipped slightly (226 Cr vs 254 Cr), but overall earnings growth remains strong with a 28.2% variation. The 52-week index return of 92.4% highlights robust performance.

💡 Entry Price Zone: Ideal accumulation range is between ₹8,200 – ₹8,600, closer to DMA support levels, offering better valuation comfort.

Exit / Holding Strategy: Long-term investors (3–5 years) can hold given strong ROE/ROCE and consistent profitability. Exit or partial profit booking should be considered near ₹9,800–₹10,000 resistance levels if valuations stretch further without earnings growth acceleration.

Positive ✅

  • Strong ROE (19.8%) and ROCE (33.3%) highlight excellent capital efficiency.
  • Low debt-to-equity (0.14) ensures financial stability.
  • EPS of ₹240 supports profitability.
  • PEG ratio of 0.76 indicates fair valuation relative to growth.
  • FII holdings increased by 0.11% and DII holdings by 0.56%, reflecting institutional confidence.
  • 52-week index return of 92.4% highlights strong past performance.

Limitation ⚠️

  • P/E of 38.8 is higher than industry average (26.2), suggesting premium valuation.
  • Dividend yield of 0.54% is modest.
  • Quarterly PAT declined slightly (226 Cr vs 254 Cr).
  • RSI at 70.5 indicates overbought conditions, raising risk of short-term correction.

Company Negative News 📉

  • Recent quarterly profit decline (226 Cr vs 254 Cr) raises caution on earnings momentum.

Company Positive News 📈

  • Strong fundamentals with high ROE and ROCE.
  • Positive technical indicators (MACD, DMA support).
  • Institutional confidence with increased FII and DII holdings.

Industry 🌐

  • Industry P/E at 26.2 indicates moderate valuation levels.
  • Electrical and industrial manufacturing sector benefits from infrastructure growth and rising demand for power solutions.

Conclusion 📝

APARINDS is a fundamentally strong company with excellent ROE/ROCE, low debt, and consistent profitability. While valuations are slightly stretched and technicals show overbought conditions, long-term investors can accumulate near ₹8,200–₹8,600 for better risk-reward. Existing holders should maintain a 3–5 year horizon, with partial profit booking near ₹9,800–₹10,000 resistance levels if earnings growth does not accelerate further.

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