Camex (524440)

Cyclical

Score breakdown: P/E: 1/3 · ROCE: 0/2 · Growth: 2/2 · Dividend: 0/1

Key Financials

Current Price₹59.61
Market Cap₹62.08 Cr
P/E Ratio20.77
ROCE9.07%
ROE3.68%
Dividend Yield0%
Profit Growth415.38%
Debt/Equity
Sales Growth29.81%
52-Week Range₹26.37 — ₹59.61
SectorChemicals & Petrochemicals
Book Value₹46.21

Strengths

Concerns

AI Analysis

Camex is the kind of small-cap commodity chemical stock that makes me reach for my wallet slowly. At ₹59.61, the market cap is ₹62 crore and book value is ₹46.21, so the stock trades at 1.29 times book. On assets, it is not outrageously expensive. But the first test of a good business is return on capital, and here ROE is just 3.68% while ROCE is 9.07%. That is not a wonderful compounding machine. The latest quarter shows ₹37 crore sales but only ₹1 crore net profit—a thin 2.7% margin. Profit growth of 415% sounds extraordinary, but it is coming from a tiny base, and in commodity chemicals such swings are often cyclical, not durable. Sales growth of 29.81% is encouraging, yet without pricing power or a moat, growth can eat capital when the cycle turns. The Piotroski F-score of 7/9 suggests improving fundamentals, and the PEG ratio of 0.09 seems seductively cheap, but that ratio is only meaningful if the recent profit growth is sustainable—which I doubt. There is zero dividend yield, so investors rely entirely on price appreciation. We have no promoter holding or debt-equity data, which itself is a red flag for transparency. Graham would demand a margin of safety; at 20.77 times earnings and 1.29 times book, with low returns on equity, I do not see one. This is a watch-list cyclical, not a business I would own at the current price.

Data from BSE/NSE filings. AI analysis is for educational purposes only — not investment advice. Scoring methodology · Disclaimer