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ADANIPOWER - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.2

Last Updated Time : 25 May 26, 12:02 am

Fundamental Rating: 3.2

Stock Code ADANIPOWER Market Cap 4,22,778 Cr. Current Price 219 ₹ High / Low 234 ₹
Stock P/E 38.5 Book Value 27.5 ₹ Dividend Yield 0.00 % ROCE 19.2 %
ROE 22.1 % Face Value 2.00 ₹ DMA 50 196 ₹ DMA 200 158 ₹
Chg in FII Hold 0.09 % Chg in DII Hold 0.28 % PAT Qtr 3,087 Cr. PAT Prev Qtr 2,047 Cr.
RSI 59.9 MACD 7.97 Volume 1,86,15,147 Avg Vol 1Wk 2,97,92,423
Low price 105 ₹ High price 234 ₹ PEG Ratio 17.3 Debt to equity 0.93
52w Index 88.3 % Qtr Profit Var 30.9 % EPS 5.70 ₹ Industry PE 32.0

📊 Financials: Adani Power (ADANIPOWER) shows moderate fundamentals with ROE at 22.1% and ROCE at 19.2%, reflecting decent efficiency. Debt-to-equity is relatively high at 0.93, indicating leveraged operations. Quarterly PAT rose to ₹3,087 Cr. from ₹2,047 Cr., showing a 30.9% variance. EPS is ₹5.70, highlighting modest earnings power relative to its large market capitalization.

💰 Valuation: The stock trades at a P/E of 38.5 compared to the industry average of 32.0, suggesting a premium valuation. P/B ratio is ~8.0 (Price ₹219 / Book Value ₹27.5). PEG ratio of 17.3 signals costly growth expectations. Intrinsic value appears lower than current price, making entry unattractive at present levels.

🏢 Business Model: Adani Power operates in thermal power generation, benefiting from India’s rising electricity demand. Its competitive advantage lies in scale, integration within the Adani Group, and long-term power purchase agreements. However, profitability metrics remain modest, limiting overall health.

📈 Entry Zone: A safer entry zone would be near ₹170–190, closer to its DMA 200 and below current highs. Current valuation does not justify fresh entry. Long-term holding is favorable only if profitability improves and valuation normalizes.

Positive

  • 📌 Strong quarterly PAT growth (30.9% variance)
  • 📌 ROE (22.1%) and ROCE (19.2%) reflect decent efficiency
  • 📌 Increase in FII holdings (+0.09%)
  • 📌 Increase in DII holdings (+0.28%)

Limitation

  • ⚠️ High P/E ratio (38.5) vs industry average (32.0)
  • ⚠️ High debt-to-equity ratio (0.93)
  • ⚠️ PEG ratio of 17.3 highlights costly growth expectations
  • ⚠️ Dividend yield of 0.00% offers no income
  • ⚠️ EPS of ₹5.70 is modest relative to market cap

Company Negative News

  • 📉 High leverage raises risk exposure

Company Positive News

  • 📈 Increase in FII holdings (+0.09%)
  • 📈 Increase in DII holdings (+0.28%)
  • 📈 Quarterly PAT improvement

Industry

  • 🏦 Industry PE at 32.0, lower than Adani Power’s valuation
  • 📊 Power sector benefits from rising electricity demand in India

Conclusion

🔎 Adani Power is moderately valued with decent return metrics but high leverage and costly growth expectations. Entry is advisable only near ₹170–190. Long-term holding is favorable only if profitability improves and valuation aligns with industry norms.

Would you like me to also prepare a side-by-side comparison of Adani Power vs power sector peers to highlight its valuation positioning more clearly?

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