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CAPLIPOINT - Investment Analysis: Buy Signal or Bull Trap?

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Rating: 3.8

Last Updated Time : 05 Feb 26, 09:22 am

Investment Rating: 3.8

Stock Code CAPLIPOINT Market Cap 14,521 Cr. Current Price 1,905 ₹ High / Low 2,397 ₹
Stock P/E 41.5 Book Value 243 ₹ Dividend Yield 0.31 % ROCE 28.6 %
ROE 22.0 % Face Value 2.00 ₹ DMA 50 1,859 ₹ DMA 200 1,960 ₹
Chg in FII Hold 0.07 % Chg in DII Hold -0.05 % PAT Qtr 103 Cr. PAT Prev Qtr 85.9 Cr.
RSI 61.4 MACD -9.44 Volume 70,687 Avg Vol 1Wk 55,153
Low price 1,551 ₹ High price 2,397 ₹ PEG Ratio 1.89 Debt to equity 0.00
52w Index 41.8 % Qtr Profit Var -2.98 % EPS 46.0 ₹ Industry PE 29.1

📊 Analysis: CAPLIPOINT trades at a high P/E of 41.5 compared to industry average of 29.1, suggesting premium valuation. Strong ROE (22%) and ROCE (28.6%) highlight efficient capital use. Debt-to-equity is 0.00, indicating a debt-free balance sheet. EPS of 46 ₹ is healthy, but PEG ratio of 1.89 suggests the stock is expensive relative to growth. Dividend yield is low at 0.31%. Technicals show price near DMA 50 (1,859 ₹) but slightly below DMA 200 (1,960 ₹), with RSI at 61.4 indicating moderate strength. Quarterly PAT declined (-2.98%), raising caution on short-term earnings momentum.

💰 Ideal Entry Zone: Between 1,800 ₹ – 1,860 ₹ (near DMA 50 support and valuation comfort). Current price (1,905 ₹) is slightly above ideal entry, so staggered buying is recommended.

📈 Exit / Holding Strategy: For long-term investors already holding, maintain positions given strong ROE, ROCE, and debt-free status. Exit only if price sustains below 1,800 ₹ or if earnings growth continues to decline. Holding period: 2–4 years, with periodic review of profit growth and valuation multiples.

Positive

  • Strong ROE (22%) and ROCE (28.6%) indicate efficient capital use
  • Debt-free balance sheet (Debt-to-equity 0.00)
  • EPS of 46 ₹ supports earnings strength
  • Volume above 1-week average shows active participation

Limitation

  • High P/E (41.5) compared to industry average (29.1)
  • PEG ratio of 1.89 indicates overvaluation relative to growth
  • Dividend yield of 0.31% is very low
  • MACD (-9.44) signals weak short-term momentum

Company Negative News

  • Quarterly profit variation (-2.98%) shows earnings slowdown
  • DII holdings reduced (-0.05%), reflecting cautious domestic sentiment

Company Positive News

  • Quarterly PAT improved sequentially (103 Cr. vs 85.9 Cr.)
  • FII holdings increased slightly (+0.07%), showing foreign confidence

Industry

  • Pharmaceutical sector trades at industry P/E of 29.1
  • CAPLIPOINT commands premium valuation due to strong fundamentals

Conclusion

⚖️ CAPLIPOINT is a fundamentally strong but richly valued stock. Ideal entry is near 1,800–1,860 ₹. Long-term holders should continue to hold for 2–4 years, monitoring profit growth and valuation multiples. Caution is advised due to premium pricing and recent earnings slowdown.

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