Is Vasundhara Rasy. overvalued or undervalued?

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As of December 4, 2025, Vasundhara Rasy. is considered overvalued with a valuation grade of "expensive," a PE Ratio of 13.42, and a year-to-date return of -35.36%, significantly lagging behind its peers and the Sensex.




Valuation Metrics and Financial Ratios


At a price-to-earnings (PE) ratio of approximately 13.4, Vasundhara Rasy. trades at a moderate premium relative to many peers in its industry. Its price-to-book value stands at 1.71, indicating that the market values the company at nearly twice its book value. The enterprise value to EBITDA ratio of 14.8 further suggests a relatively elevated valuation, though not excessively so when compared to the broader pharmaceutical sector.


Return on capital employed (ROCE) and return on equity (ROE) are important indicators of operational efficiency and profitability. Vasundhara Rasy. posts a ROCE of 10.75% and an ROE of 12.74%, reflecting decent returns but not exceptional when benchmarked against industry leaders. The dividend yield of 1.05% is modest, signalling a balanced approach between reinvestment and shareholder returns.


Peer Comparison Highlights


When compared with its peers, Vasundhara Rasy. is classified as "expensive" but is notably less stretched than several other companies in the Pharmaceuticals & Biotechnology space. For instance, Solar Industries and Gujarat Fluorochemicals are rated "very expensive" with PE ratios soaring above 50 and EV/EBITDA multiples exceeding 25. In contrast, Vasundhara Rasy.’s valuation metrics remain more conservative, suggesting a relatively more reasonable price point within the sector.


Some peers, such as Godrej Industries, are considered "attractive" or "fairly" valued, but these companies often differ in scale, growth prospects, or business models. Vasundhara Rasy.’s valuation reflects a premium for its market position and growth potential, albeit with less exuberance than the highest-valued peers.



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Stock Price Performance and Market Sentiment


Vasundhara Rasy.’s current share price hovers around ₹191, down from a previous close of ₹197.50, and significantly below its 52-week high of ₹330. This decline reflects a challenging year-to-date performance, with the stock falling over 35%, contrasting sharply with the Sensex’s positive returns in the same period. The one-month return, however, shows a recovery of 11.2%, outperforming the Sensex’s 2.2% gain, indicating some recent positive momentum.


Longer-term returns paint a more favourable picture. Over five and ten years, Vasundhara Rasy. has delivered cumulative returns of 116% and an impressive 505%, respectively, comfortably outpacing the Sensex. This track record suggests that despite short-term volatility, the company has created substantial shareholder value over time.


Valuation Grade Shift and Implications


The recent downgrade in valuation grade from "very expensive" to "expensive" as of 4 December 2025 signals a moderation in market exuberance. This shift may reflect the stock’s price correction from its highs and a reassessment of growth prospects amid broader market conditions. While the stock remains on the pricier side, it is no longer in the extreme valuation territory that characterised its earlier phase.



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Is Vasundhara Rasy. Overvalued or Undervalued?


Considering the data, Vasundhara Rasy. currently trades at an expensive valuation but is not excessively overvalued relative to its sector peers. Its moderate PE ratio and EV/EBITDA multiples, combined with solid returns on capital, suggest that the market prices in reasonable growth expectations. However, the stock’s recent price correction and underperformance relative to the Sensex year-to-date indicate some caution among investors.


Investors should weigh the company’s strong long-term performance and market position against the current valuation premium. The absence of a PEG ratio (0.00) may imply limited near-term earnings growth visibility, which could justify the cautious stance. For those seeking exposure to the Pharmaceuticals & Biotechnology sector, Vasundhara Rasy. offers a balanced risk-reward profile but may not represent a deep value opportunity at present.


In summary, Vasundhara Rasy. is better characterised as moderately expensive rather than overvalued or undervalued. Investors should monitor upcoming earnings, sector trends, and broader market conditions to reassess its valuation dynamics going forward.





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