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WIPRO - Investment Analysis: Buy Signal or Bull Trap?

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Rating: 3.8

Last Updated Time : 05 Feb 26, 09:03 am

Investment Rating: 3.8

Stock Code WIPRO Market Cap 2,45,227 Cr. Current Price 234 ₹ High / Low 324 ₹
Stock P/E 20.4 Book Value 61.5 ₹ Dividend Yield 4.70 % ROCE 23.0 %
ROE 17.8 % Face Value 2.00 ₹ DMA 50 251 ₹ DMA 200 254 ₹
Chg in FII Hold -0.23 % Chg in DII Hold 0.52 % PAT Qtr 2,782 Cr. PAT Prev Qtr 2,614 Cr.
RSI 34.5 MACD -5.92 Volume 2,72,51,632 Avg Vol 1Wk 1,90,04,620
Low price 225 ₹ High price 324 ₹ PEG Ratio -5.10 Debt to equity 0.12
52w Index 8.68 % Qtr Profit Var -2.06 % EPS 11.5 ₹ Industry PE 24.8

📊 Analysis: Wipro Ltd trades at a P/E of 20.4, below the industry average of 24.8, suggesting fair valuation. ROE (17.8%) and ROCE (23.0%) are strong, reflecting efficient capital use. EPS of ₹11.5 is stable, and dividend yield of 4.70% provides attractive income support. Debt-to-equity is low at 0.12, ensuring financial stability. However, PEG ratio is negative (-5.10), indicating weak growth prospects. Quarterly PAT declined slightly (-2.06%), showing muted earnings momentum. Technicals show RSI at 34.5 (oversold) and MACD negative (-5.92), pointing to short-term weakness but potential rebound from lower levels.

💰 Entry Price Zone: Ideal accumulation zone is between ₹225 – ₹235, close to its 52-week low and below DMA50/DMA200, offering margin of safety.

Exit / Holding Strategy: If already holding, maintain with a long-term horizon (3–5 years) given strong ROE/ROCE and attractive dividend yield. Consider partial profit booking near ₹310 – ₹324 (recent high zone) if earnings growth does not accelerate. Long-term compounding depends on margin expansion and revenue growth in IT services.

Positive

  • 💰 Attractive dividend yield (4.70%).
  • 📈 Strong ROE (17.8%) and ROCE (23.0%).
  • 🏦 Low debt-to-equity (0.12), ensuring financial stability.
  • ✅ EPS of ₹11.5 supports earnings base.

Limitation

  • ⚠️ PEG ratio (-5.10) indicates weak growth-adjusted valuation.
  • 📉 Quarterly PAT decline (-2.06%) shows muted earnings momentum.
  • 🔻 Technical weakness (RSI oversold, MACD negative).

Company Negative News

  • 📉 Marginal decline in quarterly PAT (₹2,782 Cr vs ₹2,614 Cr).
  • 🚫 FII holding reduced (-0.23%), showing reduced foreign investor confidence.

Company Positive News

  • ✅ DII stake increased (+0.52%), signaling domestic institutional support.
  • 💡 Stable dividend payout policy supports investor returns.

Industry

  • 🏭 IT services industry PE ~24.8, slightly higher than Wipro’s valuation.
  • 🌍 Sector growth driven by digital transformation, cloud adoption, and global outsourcing demand.

Conclusion

Wipro is financially strong with high ROE/ROCE, low debt, and attractive dividend yield, making it a reasonable candidate for long-term investment. However, growth prospects remain muted, as reflected in negative PEG and weak earnings momentum. Ideal entry is near ₹225–₹235 for margin of safety. Existing holders should maintain positions but consider partial exit near ₹310–₹324 unless profitability improves. The stock suits income-focused investors with valuation discipline.

Selva, would you like me to extend this into a peer benchmarking overlay (Wipro vs Infosys, TCS, HCL Tech, etc.) so you can evaluate sector rotation and compounding potential more clearly?

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