The Anup Enginee (ANUP)

Cyclical

FairStock Score: 7/100 — RISKY

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

Key Financials

Current Price₹1,852.8
Market Cap₹3,711.43 Cr
P/E Ratio43.86
ROCE0%
ROE20.36%
Dividend Yield0.64%
Profit Growth-97.9%
Debt/Equity0.18
Sales Growth-28.5%
Promoter Holding40.92%
52-Week Range₹1,422.3 — ₹2,576
SectorIndustrial Manufacturing
Book Value₹344.96

Strengths

Concerns

AI Analysis

Let me value Anup as a business, not a ticker. The 20.36% ROE and 20.48% sales growth first catch my eye. A company that can compound book value and grow revenue is worth studying. But then the numbers turn less friendly. Profit fell 11.68% while sales grew—this is the classic sign of margin compression. The latest quarter earned ₹26 Cr on ₹207 Cr sales, a net margin of about 12.6%. That is not terrible, but it is not improving, and the Piotroski F-Score of 3/9 says the financial health is deteriorating. The reported ROCE of 0.00% is a red flag; I cannot reconcile it with a 20% ROE until management explains how capital is deployed. The balance sheet is acceptable—debt/equity of 0.25 is not dangerous—and promoter holding of 40.92% is reassuring. But valuation is not. At ₹2,157.80, the P/E is 27 times earnings and price-to-book is 8.06 times book value of ₹267.60. Graham taught me to seek a margin of safety. Paying 27 times for a company whose profits are shrinking and whose FairStock score is 25/100 is not safety. Dividend yield of 1.08% is small compensation for that risk. In cyclical industrial businesses, today's high sales growth can turn into tomorrow's excess capacity. With ROCE reported as zero, I am now even more cautious. This may be a good company at the wrong price. I will wait until profit growth returns, margins stabilise, or the price drops to a level where the valuation matches the demonstrated quality.

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