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TMPV - Investment Analysis: Buy Signal or Bull Trap?

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Rating: 3.4

Last Updated Time : 05 Feb 26, 08:34 am

Investment Rating: 3.4

Stock Code TMPV Market Cap 1,38,253 Cr. Current Price 375 ₹ High / Low 449 ₹
Stock P/E 20.9 Book Value 66.7 ₹ Dividend Yield 1.60 % ROCE 20.3 %
ROE 17.9 % Face Value 2.00 ₹ DMA 50 360 ₹ DMA 200 396 ₹
Chg in FII Hold 0.75 % Chg in DII Hold -1.95 % PAT Qtr -237 Cr. PAT Prev Qtr 3,855 Cr.
RSI 64.7 MACD 1.29 Volume 1,05,72,717 Avg Vol 1Wk 1,41,41,732
Low price 324 ₹ High price 449 ₹ PEG Ratio 0.27 Debt to equity 0.12
52w Index 41.1 % Qtr Profit Var -1,680 % EPS 245 ₹ Industry PE 32.0

📊 Analysis: TMPV shows strong fundamentals with ROE at 17.9% and ROCE at 20.3%, indicating efficient capital use. EPS of 245 ₹ supports valuation strength, and P/E of 20.9 is attractive compared to the industry average of 32.0, suggesting undervaluation. Dividend yield of 1.60% provides modest passive returns. PEG ratio of 0.27 highlights growth at a reasonable price. However, the latest quarterly PAT turned negative (-237 Cr. vs 3,855 Cr.), raising concerns about earnings volatility. Technical support lies around 350–370 ₹ (DMA 50 & 200), with resistance near 440–450 ₹. The ideal entry zone is 340–370 ₹ for margin of safety. For existing holders, a medium-to-long horizon is viable, but partial profit booking near 440–450 ₹ resistance is advisable unless profitability stabilizes.

✅ Positive

  • Strong ROE (17.9%) and ROCE (20.3%) support long-term compounding.
  • EPS of 245 ₹ reflects robust profitability over the year.
  • P/E of 20.9 is attractive compared to industry average (32.0).
  • Dividend yield of 1.60% provides steady income.
  • FII holdings increased by 0.75%, showing foreign investor confidence.
  • Low debt-to-equity ratio (0.12) ensures financial stability.

⚠️ Limitation

  • Quarterly PAT turned negative (-237 Cr.), raising concerns about earnings consistency.
  • DII holdings decreased by -1.95%, showing reduced domestic confidence.
  • Book value of 66.7 ₹ is modest relative to price.
  • Stock trading at only 41.1% of 52-week index range, reflecting limited momentum.

📉 Company Negative News

  • Quarterly profit variation (-1,680%) indicates severe earnings volatility.
  • Recent PAT decline highlights operational challenges.

📈 Company Positive News

  • Strong fundamentals with double-digit ROE and ROCE.
  • Foreign institutional investors increasing stake.
  • PEG ratio of 0.27 highlights undervaluation relative to growth.

🏭 Industry

  • Automobile sector benefits from rising demand, electrification, and export growth.
  • Industry P/E at 32.0 suggests TMPV trades at a discount.
  • Structural drivers: EV adoption, urban mobility, and global expansion.

🔎 Conclusion

TMPV earns a rating of 3.4 due to strong ROE/ROCE, attractive P/E, and undervaluation relative to industry, but faces risks from recent earnings volatility. Long-term investors can consider entry in the 340–370 ₹ zone for margin of safety. Current holders should maintain a medium-to-long horizon, with partial profit booking near 440–450 ₹ resistance unless profitability stabilizes. The stock remains a promising auto sector play but requires caution due to recent profit weakness.

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