defense

Mazagon Dock Shipbuilders

MAZDOCK · Nifty 50

2,552.4

Price 2026-06-17

BROAD EXPANSION73% confidence

At a Glance

Sector Positiondefense sector. Flow: neutral. is not among current leaders. Regime: BROAD EXPANSION (73%).
Fundamental Score65/100 (ADEQUATE). 2 positive flags, 4 concerns.
Historical Context70 similar technical setups. Average outcome: -9.8% decline. 0% positive.

Fundamental

65/100

ADEQUATE

Trust

95/100

Verification

Coverage

44/100

LIMITED

Quick Take

Mazagon Dock Shipbuilders scores 65/100 on fundamentals (adequate). Mazagon Dock Shipbuilders: BROAD EXPANSION regime.

Fundamental Score: 65/100 · ADEQUATE · 2 signals detected

DuPont Analysis

ROE 23.9% broken into three drivers. Each shows how efficiently the company generates returns.

ROE23.9%=
17.6%Net Margin
×
0.5xTurnover
×
2.8xLeverage

ROE of 23.95% is strong margin-driven and stable. Net margin of 17.6% × asset turnover of 0.48x × leverage of 2.8x.

What This Means

Net margin of 17.6% means the company keeps ₹17.6 as profit for every ₹100 of revenue. This is a healthy margin. Asset turnover of 0.48x means the company generates ₹0.48 of revenue for every ₹1 of assets. This is a capital-heavy business. Leverage of 2.8x means the company uses moderate debt. Returns are primarily driven by operations, not borrowing.

Margin Structure

Gross

36.5%

Operating

21.7%

Net

17.6%

declining

Gross margin 36.5% → operating margin 21.7% → net margin 17.6%. Margins are DECLINING. Check if input costs are rising or competition is pressuring pricing.

Financial Health

Earnings Quality

WEAK

Cash flow only covers -1.2x of net income — earnings quality is WEAK. Profit may not be converting to cash. Check receivables and inventory.

Debt Sustainability

COMFORTABLE

Interest covered 116.0x — very comfortable. Debt service is not a concern. Debt/EBITDA at 0.2x is low — balance sheet has capacity.

Free Cash Flow

MODERATE

FCF margin negative at -23.1% — spending more than earning. Check capex cycle.

Peer Comparison

Mazagon Dock Shipbuilders is compared against 7 peers in the defense sector.

Key Watchpoints

🟢

Breaks above ₹2680 (+5%)

Trend reversal confirmation

🔴

Breaks below ₹2425 (-5%)

Further downside risk

🟢

Defense sector entering leadership

Sector rotation signal

Detected Patterns

➡️ Leverage Slowly Rising: Debt growing faster (2100.5%) than equity (22.9%)
⚠️ Low Earnings Quality: Cash flow only -1.2x earnings — weak cash conversion

Risk Flags

🔴 2 Critical⚠️ 2 Warning2 Positive6 total flags
🔴Cash covers only 17% 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 -1.2x net income. Profit not converting to cash — aggressive accounting possible.

⚠️82% of debt is short-term
Balance Sheet

High refinancing risk. Company needs to roll over debt frequently. Vulnerable to credit market freezes.

⚠️Working capital changes are 160% of operating cash flow
Cash Flow

Working capital is consuming significant cash. Operational efficiency declining.

Receivables decreasing — 10.6% of revenue
Cash Flow

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

High promoter holding: 81%
Governance

Strong insider alignment. Promoters have significant skin in the game.

🔴 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 (declining) matches news reports of cost/margin pressure

50 articles scanned for fundamental themes

Facts

P/E Ratio
36.6UNAVAILABLE
P/B Ratio
10.0HIGH
Market Cap
₹9721861.9L CrHIGH
From 52W High
76% of high
Sector Peers
7