Shares of Clean Science and Technology Limited (CSTL) dropped 2% today, trading at ₹1,422.20, after HDFC Securities issued a ‘Sell’ rating with a target price of ₹1,106.

Key Updates:

  • New Product Launches: CSTL plans to introduce two performance chemicals and a pharma intermediate within the next year to address product concentration risks. Additionally, four new Hindered Amine Light Stabilisers (HALS) were launched in 1HFY25, offering import substitution opportunities.
  • Investment Concerns: The brokerage highlighted CSTL’s significant capital expenditure of ₹3.3 billion for FY25-26, accounting for 40% of its FY24 gross block, which is expected to keep asset turnover at low levels.
  • Valuation Challenges: At its current valuation of 45x FY25 EPS, CSTL appears overvalued, prompting the Sell recommendation by HDFC Securities.

The stock has shown a 1-month gain of 11.54%, but is down 8.51% year-to-date. The recent advisory and high valuation concerns could weigh on investor sentiment in the near term.

TOPICS: Clean Science and Technology