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PGHH - Investment Analysis: Buy Signal or Bull Trap?

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Rating: 3.6

Last Updated Time : 04 Feb 26, 10:46 am

Investment Rating: 3.6

Stock Code PGHH Market Cap 38,826 Cr. Current Price 11,965 ₹ High / Low 14,680 ₹
Stock P/E 45.2 Book Value 287 ₹ Dividend Yield 1.43 % ROCE 104 %
ROE 75.7 % Face Value 10.0 ₹ DMA 50 12,527 ₹ DMA 200 13,334 ₹
Chg in FII Hold -0.05 % Chg in DII Hold -0.02 % PAT Qtr 301 Cr. PAT Prev Qtr 210 Cr.
RSI 38.4 MACD -246 Volume 12,766 Avg Vol 1Wk 13,746
Low price 11,612 ₹ High price 14,680 ₹ PEG Ratio -53.8 Debt to equity 0.00
52w Index 11.5 % Qtr Profit Var 12.2 % EPS 265 ₹ Industry PE 47.2

📊 Analysis: Procter & Gamble Hygiene and Health Care (PGHH) demonstrates exceptional efficiency with ROCE at 104% and ROE at 75.7%, reflecting strong profitability and capital utilization. The company is debt-free, which adds financial stability. However, the stock trades at a high P/E of 45.2, close to the industry average of 47.2, suggesting fair but expensive valuation. The PEG ratio of -53.8 indicates growth concerns relative to price. Dividend yield of 1.43% provides modest income. Technical indicators (RSI 38.4, MACD negative) suggest weakness and possible consolidation. Ideal entry zone lies between ₹11,600–₹12,000, closer to support levels.

📈 Exit Strategy: If already holding, investors should maintain positions for 3–5 years to benefit from strong fundamentals and consistent dividend payouts. Partial profit booking can be considered near ₹14,000–₹14,500 if valuations stretch further. Long-term holding is justified due to strong ROE/ROCE and debt-free balance sheet, though growth visibility needs monitoring.

✅ Positive

  • Exceptional ROCE (104%) and ROE (75.7%) show strong efficiency.
  • Debt-free balance sheet ensures financial stability.
  • EPS of ₹265 with consistent profitability.
  • Dividend yield of 1.43% provides steady income.

⚠️ Limitation

  • High P/E (45.2) indicates expensive valuation.
  • PEG ratio of -53.8 highlights weak growth relative to price.
  • Low trading volumes compared to peers.
  • Institutional investors reduced holdings (FII -0.05%, DII -0.02%).

📉 Company Negative News

  • Weak PEG ratio suggests limited growth prospects.
  • Stock trading below DMA 200 (₹13,334) shows weak long-term trend.
  • Institutional selling pressure observed.

📈 Company Positive News

  • Quarterly PAT improved from ₹210 Cr. to ₹301 Cr. (+12.2%).
  • Debt-free structure strengthens investor confidence.
  • Strong brand presence in FMCG healthcare products.

🏭 Industry

  • Industry PE at 47.2 indicates sector is fairly valued.
  • FMCG healthcare sector benefits from rising demand for hygiene and wellness products.
  • Defensive sector with stable demand even in economic downturns.

🔎 Conclusion

PGHH is a fundamentally strong company with exceptional ROE/ROCE and a debt-free balance sheet. Ideal entry is around ₹11,600–₹12,000 for better valuation comfort. Existing investors should hold for 3–5 years, with partial profit booking near ₹14,000–₹14,500. While growth prospects are modest, the company remains a stable long-term compounder in the FMCG healthcare space.

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