cement

Grasim Industries

GRASIM · Nifty 50

3,150.4

Price 2026-06-17

BROAD EXPANSION73% confidence

At a Glance

ValuationPE 42.5 (67%ile of 5Y range 22-50). Trading near median.
Sector Positioncement sector. Flow: neutral. is not among current leaders. Regime: BROAD EXPANSION (73%).
Fundamental Score60/100 (ADEQUATE). 2 positive flags, 3 concerns.
Historical Context169 similar technical setups. Average outcome: -8.7% decline. 0% positive.
Revenue TrendRevenue growing at 10.5% YoY. Moderate revenue growth — 10.5% YoY

Fundamental

60/100

ADEQUATE

Trust

95/100

Verification

Coverage

89/100

HIGH

Quick Take

Grasim Industries scores 60/100 on fundamentals (adequate). Grasim Industries: PE above historical average. BROAD EXPANSION regime.

Fundamental Score: 60/100 · ADEQUATE · 2 signals detected

DuPont Analysis

ROE 5.7% broken into three drivers. Each shows how efficiently the company generates returns.

ROE5.7%=
3.3%Net Margin
×
0.3xTurnover
×
5.5xLeverage

ROE of 5.72% is modest leverage-driven and stable. Net margin of 3.3% × asset turnover of 0.32x × leverage of 5.5x. High leverage amplifies returns but increases risk.

What This Means

Net margin of 3.3% means the company keeps ₹3.3 as profit for every ₹100 of revenue. This is a low-margin business. Asset turnover of 0.32x means the company generates ₹0.32 of revenue for every ₹1 of assets. This is a capital-heavy business. Leverage of 5.5x means the company uses significant debt. Higher leverage amplifies returns but also risk.

Margin Structure

Gross

45.2%

Operating

10.8%

Net

3.3%

improving

Gross margin 45.2% → operating margin 10.8% → net margin 3.3%. Margins are IMPROVING. Strong pricing power with stable gross margins suggests the improvement is from operating leverage — sustainable.

Financial Health

Earnings Quality

WEAK

Cash flow only covers -3.0x of net income — earnings quality is WEAK. Profit may not be converting to cash. Check receivables and inventory.

Debt Sustainability

COMFORTABLE

Interest covered 5.6x — adequate buffer. Debt is manageable. Debt/EBITDA at 8.4x is high — monitor leverage.

Free Cash Flow

STRONG

FCF margin negative at -18.6% — spending more than earning. Check capex cycle.

Peer Comparison

Grasim Industries is compared against 5 peers in the cement sector.

Key Watchpoints

🟢

Breaks above ₹3308 (+5%)

Trend reversal confirmation

🔴

Breaks below ₹2993 (-5%)

Further downside risk

🟡

PE reverts to 5Y median of 42.2

Valuation normalization

🟢

Cement sector entering leadership

Sector rotation signal

Detected Patterns

➡️ Leverage Slowly Rising: Debt growing faster (22.3%) than equity (6.1%)
⚠️ Low Earnings Quality: Cash flow only -3.0x earnings — weak cash conversion

Risk Flags

🔴 2 Critical⚠️ 1 Warning2 Positive5 total flags
🔴Cash covers only 2% of current liabilities
Balance Sheet

Liquidity squeeze. Company may struggle to meet short-term obligations without refinancing.

🔴Operating cash flow significantly below net income
Cash Flow

OCF is only -3.0x net income. Profit not converting to cash — aggressive accounting possible.

⚠️Working capital changes are 277% of operating cash flow
Cash Flow

Working capital is consuming significant cash. Operational efficiency declining.

Receivables decreasing — 25.0% of revenue
Cash Flow

Collection cycle changing. Collection improving — positive for cash flow.

Price/Sales: 1.2x — reasonable revenue multiple
Valuation

Company not overvalued on revenue basis.

🔴 2 CRITICAL flags — significant concerns. Investigate before investing.

Data Quality

95/100All ratios self-computed from verified sources. 🟢 5 years of financial data — sufficient for trend analysis

News Correlation

margin pressure (4)management outlook (4)
⚠️ Our margin analysis (improving) contradicts news reports of margin pressure — investigate

50 articles scanned for fundamental themes

Facts

P/E Ratio
42.5HIGH
P/B Ratio
2.0HIGH
ROE
6.3%HIGH
Market Cap
₹21060656.8L CrHIGH
From 52W High
99% of high
Promoter Holding
49.8%MODERATE
Institutional
24.7%
Sector Peers
5
Grasim Industries Stock Analysis, Valuation, Fundamentals & Intelligence | FynSight