PONNIERODE
FAIRLY_VALUEDPonni Sugars (Erode) Limited
FMCG · NSE
↑ 41.7% vs fair value
52W Low
₹252
+12.5% from low
52W High
₹368
-22.9% from high
Valuation Gauge
Current Price
₹284
Fair Value
₹487
Fair Value Analysis
₹487
Based on free cash flow projections and balance sheet strength analysis and earnings growth potential for FMCG sector companies | Sector-cheap: P/E at 9th percentile vs sector peers. | CAUTION: ROCE declining (latest 4.9%) — returns on capital are falling; verify this isn't a value trap.
Cash Flow Analysis
50% weight
Balance Sheet Value
30% weight
Growth Valuation
20% weight
Price vs Market
Shareholding Pattern
Stock Health Score
Solid Fundamentals
Profitability
ROE of 7.3% is below the FMCG sector benchmark of 25%
Debt & Leverage
D/E ratio of -0.0x is well within the FMCG sector norm of 0.8x — strong balance sheet
Valuation vs Peers
P/E of 6.2x trades at a 83% discount to FMCG sector median (35x) — attractively valued
Cash Flow
Negative FCF of ₹-17 Cr — company is consuming more cash than it generates
Earnings Growth
5yr EPS CAGR of -13.0% — earnings are declining (sector avg growth: 6.9%)
Dividend
Dividend yield of 1.1% provides moderate shareholder returns
Sentiment Trend — Last 30 Days
Historical Returns
Key Ratios & Growth
FCF Yield
2.1%
Free cash flow / market cap
Revenue Growth (YoY)
+30.3%
Year-on-year revenue change
Profit Growth (YoY)
+1574.1%
Year-on-year PAT change
Operating Cash Flow
₹10 Cr
TTM cash from operations
Key Financials
EPS (TTM)
₹45.5
P/E Ratio
6.2x
P/B Ratio
0.5x
ROE
7.3%
ROCE
5.1%
Debt / Equity
0x
Beta
0.03
Div Yield
1.1%
FCF (Cr)
₹-17 Cr
Revenue (Cr)
₹359 Cr
EPS Growth 5Y
-13%
Mkt Cap (Cr)
₹241 Cr
52W High
₹368.5
52W Low
₹252.4
Book Value/Share
₹624.4
Financial History
| Period | Revenue | Op Profit | OPM% | PAT | EPS |
|---|---|---|---|---|---|
| TTM | ₹420 Cr | ₹30 Cr | 7.0% | ₹26 Cr | ₹30.09 |
| 2025-03-31 | ₹359 Cr | ₹26 Cr | 7.0% | ₹19 Cr | ₹22.42 |
| 2024-03-31 | ₹421 Cr | ₹43 Cr | 10.0% | ₹47 Cr | ₹54.50 |
| 2023-03-31 | ₹435 Cr | ₹40 Cr | 9.0% | ₹38 Cr | ₹44.59 |
| 2022-03-31 | ₹288 Cr | ₹36 Cr | 12.0% | ₹29 Cr | ₹34.02 |
| 2021-03-31 | ₹256 Cr | ₹30 Cr | 12.0% | ₹26 Cr | ₹29.84 |
| 2020-03-31 | ₹310 Cr | ₹41 Cr | 13.0% | ₹31 Cr | ₹35.98 |
| 2019-03-31 | ₹185 Cr | ₹20 Cr | 11.0% | ₹8 Cr | ₹9.80 |
| 2018-03-31 | ₹196 Cr | ₹21 Cr | 11.0% | ₹3 Cr | ₹3.88 |
| 2017-03-31 | ₹251 Cr | ₹38 Cr | 15.0% | ₹16 Cr | ₹18.52 |
| 2016-03-31 | ₹169 Cr | ₹2 Cr | 1.0% | ₹2 Cr | ₹2.21 |
| 2015-03-31 | ₹160 Cr | ₹-5 Cr | -3.0% | ₹-4 Cr | ₹-4.24 |
| 2014-03-31 | ₹169 Cr | ₹-1 Cr | -1.0% | ₹-5 Cr | ₹-5.56 |
Compounded Growth Rates
Sales Growth
Profit Growth
EPS Growth
Peer Comparison
FMCG| Stock | Price | Fair Value | MoS% | P/E | ROE | Signal |
|---|---|---|---|---|---|---|
The Ugar Sugar Works Limited | ₹39.6 | ₹175.7 | +77.5% | 23.5 | 40.1% | UNDERVALUED |
K.M.Sugar Mills Limited | ₹26.8 | ₹97.8 | +72.7% | 4.3 | 15.2% | UNDERVALUED |
Rana Sugars Limited | ₹12.4 | ₹42.9 | +71.1% | 6.6 | 4.8% | FAIRLY_VALUED |
Libas Consumer Products Limited | ₹10.2 | ₹32.1 | +68.3% | 2.9 | 1.9% | FAIRLY_VALUED |
Mawana Sugars Limited | ₹100.1 | ₹312.8 | +68.0% | 10.1 | 17.6% | FAIRLY_VALUED |
Prudential Sugar Corporation Limited | ₹13 | ₹19 | +31.4% | 7.1 | 2.4% | UNDERVALUED |
Mrs. Bectors Food Specialities Limited | ₹187.6 | ₹270.6 | +30.7% | 41.5 | 10.0% | UNDERVALUED |
Uttam Sugar Mills Limited | ₹257.6 | ₹330.8 | +22.1% | 8.5 | 13.9% | UNDERVALUED |
Institutional Activity
Bulk deals, block deals, short selling & delivery volume — NSE data
Insider Trading
Community Pulse
Company Documents
Annual reports, concall transcripts & regulatory filings
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