⚠ Disclaimer: This report is generated using AI tools and is for informational purposes only. It does not constitute investment advice. Please consult a registered financial advisor before making any investment decisions.

AADHARHFC - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.4

Last Updated Time : 19 Mar 26, 07:09 pm

Fundamental Rating: 3.4

Stock Code AADHARHFC Market Cap 20,648 Cr. Current Price 475 ₹ High / Low 548 ₹
Stock P/E 19.8 Book Value 159 ₹ Dividend Yield 0.00 % ROCE 11.4 %
ROE 16.9 % Face Value 10.0 ₹ DMA 50 474 ₹ DMA 200 476 ₹
Chg in FII Hold 0.08 % Chg in DII Hold 0.20 % PAT Qtr 294 Cr. PAT Prev Qtr 266 Cr.
RSI 53.8 MACD 1.40 Volume 2,47,647 Avg Vol 1Wk 3,35,484
Low price 399 ₹ High price 548 ₹ PEG Ratio 0.73 Debt to equity 2.56
52w Index 51.1 % Qtr Profit Var 22.7 % EPS 23.8 ₹ Industry PE 14.1

📊 Core Financials

  • Profitability: PAT rose from ₹266 Cr. to ₹294 Cr. (Qtr Profit Var: +22.7%)
  • Margins: ROE at 16.9% is strong, while ROCE at 11.4% is moderate
  • Debt: Debt-to-equity ratio at 2.56 indicates high leverage, typical for housing finance firms
  • Cash Flow: EPS at ₹23.8 supports consistent earnings

💰 Valuation Indicators

  • P/E Ratio: 19.8 vs Industry PE of 14.1 → slightly overvalued
  • P/B Ratio: Current Price ₹475 vs Book Value ₹159 → ~3.0x book
  • PEG Ratio: 0.73 → growth priced reasonably
  • Intrinsic Value: Fair valuation with mild premium

🏢 Business Model & Health

  • Market Cap: ₹20,648 Cr. reflects mid-sized presence in housing finance
  • Dividend Yield: 0.00% indicates reinvestment focus
  • Competitive Advantage: Strong positioning in affordable housing finance
  • Overall Health: Earnings growth is strong, but leverage remains a concern

🎯 Entry Zone & Long-Term Guidance

  • Entry Zone: Attractive near ₹430–450 for accumulation
  • Long-Term Holding: Suitable for long-term investors if asset quality remains stable

✅ Positive

  • Strong quarterly PAT growth (+22.7%)
  • Healthy ROE (16.9%)
  • FII holding increased (+0.08%) and DII holding increased (+0.20%)

⚠️ Limitation

  • High debt-to-equity ratio (2.56)
  • P/E ratio (19.8) above industry average
  • No dividend yield (0.00%)

📉 Company Negative News

  • High leverage compared to peers
  • Stock trading around DMA levels (50DMA ₹474, 200DMA ₹476), showing limited momentum

📈 Company Positive News

  • Quarterly PAT improved to ₹294 Cr.
  • FII and DII holdings both increased

🏭 Industry

  • Industry PE: 14.1, lower than AADHARHFC’s PE
  • Housing finance sector benefits from government push for affordable housing

🔎 Conclusion

AADHARHFC shows strong earnings growth and rising institutional interest, supported by healthy ROE.

However, high leverage and slightly stretched valuation compared to industry peers raise caution.

The stock is suitable for long-term investors focused on housing finance growth, with entry recommended near ₹430–450 to balance risk and reward.

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