ftInvstr
DIVISLAB · Healthcare ₹9121.0 -1.16% Mkt Cap ₹242493 Cr overvalued

DIVISLAB

Healthcare Drug Manufacturers - Specialty & Generic
₹9121.0
-1.16% today · 30d +10.12%
as of 2026-09-04
Price · Daily Candles
“Divi's Laboratories' Q2 profits surge 65.5% YoY, but valuation concerns linger despite strong operational growth.”
Divi's Laboratories delivered a stellar Q2 2026 with net profit soaring 65.5% YoY to ₹902 Cr and revenue up 27.8% YoY to ₹3080 Cr, driven by an 8.42% increase in operating profit margin. However, the stock currently trades at a TTM PE of 86.59, considerably higher than its sector peers, prompting a 'stretched' valuation score of 20.
BULL CASE
+Q2 2026 net profit jumped 65.5% YoY to ₹902 Cr, showcasing strong earnings momentum.
+Quarterly revenue grew 27.8% YoY to ₹3080 Cr, with operating profit also rising 55.54% YoY.
+Operating profit margin expanded by 8.42% YoY, indicating improved efficiency.
+Divi's Labs shows strong ML growth ranks across sales (0.897), EBIT (0.836), and FCF (0.85) over various time horizons.
+The company's 'profitability' and 'performance' scores are strong at 98 and 90 respectively.
BEAR CASE
Divi's Laboratories trades at a TTM PE of 86.59, significantly above sector peers like Sun Pharma (43.01) and Cipla (35.49).
The stock is flagged as 'overvalued' with a -45.5% margin of safety, based on an intrinsic value of ₹4537.44 against a current price of ₹8330.0.
The 'valuation' axis score is 'stretched' at 20, reflecting its high multiples.
FII shareholding saw a marginal QoQ decrease of 0.09% in Q2 2026.
The stock is trading near its 52-week high, only 2.0% away from ₹8500.0.
⟳ What Changed
₹ Latest Earnings · Q ending 2026-06-30
REVENUE
₹3080 Cr
+27.8% YoY
NET PROFIT
₹902 Cr
+65.5% YoY
OPM
41.95%
+8.42pp YoY
EPS
₹33.95
PE 86.59
Intrinsic value · DCF ₹6628.38 · Margin of safety -27.3% (overvalued) · FCF yield 0.09%
◇ Sector Position
Divi's Laboratories trades at a TTM PE of 86.59 and ROCE of 20.0%, significantly above peers like Sun Pharma (PE 43.01, ROCE 22.46%) and Zydus Life (PE 21.82, ROCE 25.71%).
PEERPEROCE %
DIVISLAB86.5920.0
SUNPHARMA43.0122.46
CIPLA35.4918.37
ZYDUSLIFE21.8225.71
+ 2 more peers — sign in to view
ML Forward Growth Predictions 🔒

9 ML-predicted forward-growth ranks across sales, EBIT, and FCF.

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71
SCORE / 100
Overall
6-axis composite of the sections below.
Performance STRONG 90
Valuation STRETCHED 20
Growth STRONG 78
Profitability HIGH 98
Technicals NEUTRAL 58
Risk LOW 80
Key Stats
TTM PE
86.59
P/B
13.26
52W HIGH
₹9299.0
OFF HIGH
-1.91%
DIV YIELD
0.37%
MKT CAP
₹242493 Cr
◉ Active Signals
MACDNeutral-1.0221
RSI(14)Bearish71.99
Near 52W HighBullish-1.91
Street Consensus
30 analysts
₹7363.63
mean target
Low ₹5610.0Now ₹9121.0High ₹10200.0
⧉ Strategy Fit 🔒

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