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DEVYANI - Investment Analysis: Buy Signal or Bull Trap?

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Rating: 2.6

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

Investment Rating: 2.6

Stock Code DEVYANI Market Cap 15,174 Cr. Current Price 123 ₹ High / Low 191 ₹
Book Value 12.4 ₹ Dividend Yield 0.00 % ROCE 7.53 % ROE 2.20 %
Face Value 1.00 ₹ DMA 50 133 ₹ DMA 200 153 ₹ Chg in FII Hold -0.78 %
Chg in DII Hold -0.32 % PAT Qtr 8.56 Cr. PAT Prev Qtr -14.3 Cr. RSI 46.2
MACD -5.57 Volume 2,89,62,594 Avg Vol 1Wk 62,89,200 Low price 110 ₹
High price 191 ₹ Debt to equity 1.59 52w Index 16.8 % Qtr Profit Var 98.6 %
EPS -0.28 ₹ Industry PE 114

📊 Analysis: Devyani International shows weak fundamentals with ROE at 2.20% and ROCE at 7.53%, reflecting poor efficiency. Debt-to-equity is high at 1.59, indicating leveraged operations. Dividend yield is 0.00%, offering no income support. EPS is negative (-0.28 ₹), highlighting weak profitability. The absence of a meaningful P/E ratio due to losses further underscores valuation concerns. Quarterly PAT improved to 8.56 Cr. from a loss of -14.3 Cr., showing recovery, but overall earnings remain fragile. Technicals show neutral momentum with RSI at 46.2 and MACD negative (-5.57).

💰 Ideal Entry Zone: Considering DMA levels (50 DMA at 133 ₹, 200 DMA at 153 ₹) and support near 110 ₹, the ideal entry zone is 110–120 ₹. Current price (123 ₹) is close to support, making staggered entry possible only for risk-tolerant investors.

📈 Exit / Holding Strategy: For existing holders, short-term holding (6–12 months) may be considered to capture recovery momentum. Exit strategy: consider profit booking near 150–160 ₹ resistance zone. Long-term holding is not recommended unless ROE improves above 10% and debt levels reduce significantly.

Positive

  • ✅ PAT recovery from -14.3 Cr. to 8.56 Cr. shows turnaround momentum.
  • ✅ Strong trading volumes (2.89 Cr. vs avg 62.8 lakh) indicate investor interest.

Limitation

  • ⚠️ Weak ROE (2.20%) and ROCE (7.53%).
  • ⚠️ High debt-to-equity (1.59) increases financial risk.
  • ⚠️ EPS negative (-0.28 ₹), reflecting poor profitability.
  • ⚠️ Dividend yield 0.00%, no income support for investors.

Company Negative News

  • 📉 FII holdings decreased (-0.78%), showing reduced foreign confidence.
  • 📉 DII holdings also declined (-0.32%).
  • 📉 MACD negative (-5.57), indicating weak momentum.

Company Positive News

  • 📈 PAT turned positive after losses, showing operational recovery.
  • 📈 High trading volumes reflect strong market activity.

Industry

  • 🏦 Industry P/E at 114 highlights the sector trades at a premium.
  • 🏦 Quick-service restaurant (QSR) sector has long-term demand potential driven by urban consumption trends, but profitability and debt management are critical.

Conclusion

🔎 Devyani International is showing signs of recovery but remains financially weak with high debt, negative EPS, and poor efficiency metrics. Ideal entry zone is 110–120 ₹. Suitable only for short-term speculative holding, with exit near 150–160 ₹ unless profitability and ROE improve significantly.

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