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IEX - Investment Analysis: Buy Signal or Bull Trap?

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Rating: 4

Last Updated Time : 05 Feb 26, 10:09 am

Investment Rating: 4.0

Stock Code IEX Market Cap 11,397 Cr. Current Price 128 ₹ High / Low 215 ₹
Stock P/E 24.7 Book Value 13.5 ₹ Dividend Yield 2.35 % ROCE 53.6 %
ROE 40.5 % Face Value 1.00 ₹ DMA 50 136 ₹ DMA 200 151 ₹
Chg in FII Hold -1.78 % Chg in DII Hold -1.48 % PAT Qtr 115 Cr. PAT Prev Qtr 122 Cr.
RSI 42.3 MACD -3.83 Volume 65,74,088 Avg Vol 1Wk 95,36,796
Low price 119 ₹ High price 215 ₹ PEG Ratio 2.03 Debt to equity 0.00
52w Index 9.13 % Qtr Profit Var 11.6 % EPS 5.18 ₹ Industry PE 65.6

📊 IEX demonstrates strong fundamentals with excellent efficiency metrics. ROCE at 53.6% and ROE at 40.5% reflect superior capital usage and profitability. The debt-to-equity ratio of 0.00 highlights a debt-free balance sheet, which is a major strength. Dividend yield at 2.35% provides steady income support. The stock trades at a P/E of 24.7, well below the industry average of 65.6, suggesting valuation comfort. However, the PEG ratio of 2.03 indicates growth is priced in. Current price (128 ₹) is below DMA 50 (136 ₹) and DMA 200 (151 ₹), showing weak momentum, with RSI at 42.3 pointing to near oversold conditions.

💡 Ideal Entry Zone: 120 ₹ – 130 ₹ (aligned with support levels and oversold RSI).

📈 Exit / Holding Strategy: If already holding, maintain for 3–5 years given strong ROE/ROCE and dividend yield. Consider partial profit booking near 200–210 ₹ resistance. Long-term holding is justified if earnings growth sustains and institutional confidence stabilizes.

Positive

  • 📌 ROCE at 53.6% and ROE at 40.5% are excellent.
  • 📌 Debt-free balance sheet (Debt-to-equity 0.00).
  • 📌 Dividend yield of 2.35% provides steady income support.
  • 📌 EPS at 5.18 ₹ supports earnings visibility.
  • 📌 Valuation comfort with P/E 24.7 vs industry PE 65.6.

Limitation

  • ⚠️ PEG ratio of 2.03 suggests growth is priced in.
  • ⚠️ Current price below DMA 50 and DMA 200 shows weak momentum.
  • ⚠️ RSI at 42.3 indicates near oversold conditions.
  • ⚠️ Decline in quarterly PAT (122 Cr. to 115 Cr.).

Company Negative News

  • ❌ Decline in quarterly PAT (-5.7%).
  • ❌ Reduction in both FII (-1.78%) and DII (-1.48%) holdings.

Company Positive News

  • ✅ Debt-free structure strengthens financial stability.
  • ✅ Dividend yield of 2.35% supports investor returns.
  • ✅ Strong ROE and ROCE metrics highlight efficiency.

Industry

  • ⚡ Industry PE at 65.6 vs stock PE 24.7 highlights valuation comfort.
  • ⚡ Power exchange sector benefits from rising electricity demand and market liberalization.

Conclusion

🔎 IEX offers excellent fundamentals with strong ROE/ROCE, debt-free balance sheet, and dividend support, making it a solid candidate for long-term investment. Accumulation near 120–130 ₹ is ideal. Hold for 3–5 years with partial profit booking near 200–210 ₹ resistance, while monitoring institutional investor trends and earnings growth.

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