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DEEPAKFERT - Investment Analysis: Buy Signal or Bull Trap?

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Rating: 3

Last Updated Time : 05 Feb 26, 09:32 am

Investment Rating: 3.0

Stock Code DEEPAKFERT Market Cap 13,237 Cr. Current Price 1,048 ₹ High / Low 1,779 ₹
Stock P/E 41.1 Book Value 274 ₹ Dividend Yield 0.96 % ROCE 14.9 %
ROE 12.3 % Face Value 10.0 ₹ DMA 50 1,213 ₹ DMA 200 1,314 ₹
Chg in FII Hold -0.63 % Chg in DII Hold 0.56 % PAT Qtr 10.8 Cr. PAT Prev Qtr 50.0 Cr.
RSI 35.3 MACD -60.8 Volume 4,33,654 Avg Vol 1Wk 8,56,994
Low price 888 ₹ High price 1,779 ₹ PEG Ratio 1.45 Debt to equity 0.13
52w Index 18.0 % Qtr Profit Var -83.9 % EPS 25.5 ₹ Industry PE 18.2

📊 Analysis: Deepak Fertilizers shows moderate fundamentals with ROE at 12.3% and ROCE at 14.9%, reflecting average efficiency. Debt-to-equity is low at 0.13, ensuring financial stability. Dividend yield of 0.96% provides some income support. EPS of 25.5 ₹ supports earnings visibility. However, the stock trades at a high P/E of 41.1 compared to industry average of 18.2, suggesting overvaluation. PEG ratio of 1.45 indicates valuations are stretched relative to growth. Quarterly PAT dropped sharply from 50 Cr. to 10.8 Cr. (-83.9%), raising concerns about earnings consistency. Technicals show weakness with RSI at 35.3 (oversold zone) and MACD negative (-60.8).

💰 Ideal Entry Zone: Considering DMA levels (50 DMA at 1,213 ₹, 200 DMA at 1,314 ₹) and support near 888 ₹, the ideal long-term entry zone is 950–1,000 ₹. Current price (1,048 ₹) is close to support, making staggered entry possible.

📈 Exit / Holding Strategy: For existing holders, medium-term holding (2–3 years) is advisable only if earnings stabilize. Exit strategy: consider profit booking near 1,600–1,700 ₹ resistance zone. Long-term holding is not recommended unless ROE improves above 15% and profit growth resumes consistently.

Positive

  • ✅ Low debt-to-equity (0.13) ensures financial safety.
  • ✅ Dividend yield of 0.96% provides some income support.
  • ✅ EPS of 25.5 ₹ supports valuation strength.
  • ✅ DII holdings increased (+0.56%), showing domestic institutional confidence.

Limitation

  • ⚠️ Weak ROE (12.3%) and ROCE (14.9%).
  • ⚠️ High P/E (41.1) compared to industry average (18.2).
  • ⚠️ PEG ratio of 1.45 suggests stretched valuations.
  • ⚠️ Quarterly PAT decline (-83.9%) raises concerns about earnings stability.

Company Negative News

  • 📉 PAT dropped sharply from 50 Cr. to 10.8 Cr.
  • 📉 FII holdings decreased (-0.63%), showing reduced foreign confidence.
  • 📉 Technical weakness with RSI at 35.3 and MACD at -60.8.

Company Positive News

  • 📈 EPS remains stable at 25.5 ₹.
  • 📈 DII holdings increased (+0.56%), reflecting domestic support.

Industry

  • 🏦 Industry P/E at 18.2 highlights Deepak Fertilizers trades at a steep premium.
  • 🏦 Fertilizers and chemicals sector has cyclical demand potential driven by agriculture and industrial growth.

Conclusion

🔎 Deepak Fertilizers is a financially stable company with low debt and modest dividend yield, but weak efficiency metrics, stretched valuations, and sharp profit decline limit its attractiveness for long-term compounding. Ideal entry zone is 950–1,000 ₹. Suitable for medium-term holding (2–3 years), with exit near 1,600–1,700 ₹ resistance unless profitability improves significantly.

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