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ANANDRATHI - Fundamental Analysis: Financial Health & Valuation

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Rating: 4

Last Updated Time : 03 Feb 26, 06:34 pm

Fundamental Rating: 4.0

Stock Code ANANDRATHI Market Cap 24,566 Cr. Current Price 2,959 ₹ High / Low 3,324 ₹
Stock P/E 67.9 Book Value 100 ₹ Dividend Yield 0.36 % ROCE 54.0 %
ROE 42.7 % Face Value 5.00 ₹ DMA 50 3,001 ₹ DMA 200 2,701 ₹
Chg in FII Hold 1.10 % Chg in DII Hold 0.72 % PAT Qtr 99.8 Cr. PAT Prev Qtr 97.2 Cr.
RSI 33.0 MACD -43.1 Volume 2,01,201 Avg Vol 1Wk 2,70,078
Low price 1,586 ₹ High price 3,324 ₹ PEG Ratio 2.05 Debt to equity 0.10
52w Index 79.0 % Qtr Profit Var 31.8 % EPS 43.6 ₹ Industry PE 45.8

📊 Financials: ANANDRATHI demonstrates strong fundamentals with ROCE at 54.0% and ROE at 42.7%, reflecting excellent capital efficiency. Quarterly PAT improved from ₹97.2 Cr. to ₹99.8 Cr., showing steady earnings growth. Debt-to-equity at 0.10 highlights low leverage. EPS of ₹43.6 is solid relative to its market cap of ₹24,566 Cr.

💹 Valuation: The stock trades at a P/E of 67.9, well above the industry average of 45.8, suggesting overvaluation. P/B ratio is ~29.6 (2959/100), which is expensive compared to peers. PEG ratio of 2.05 highlights stretched valuations relative to growth. Dividend yield of 0.36% provides limited income support.

🏢 Business Model & Competitive Advantage: ANANDRATHI operates in financial services, focusing on wealth management, broking, and advisory. Its competitive advantage lies in strong brand recognition, diversified offerings, and high return metrics. However, valuations remain stretched, limiting near-term upside despite strong fundamentals.

📈 Entry Zone: Technicals show RSI at 33.0 (oversold) and MACD negative, with price below DMA 50 but above DMA 200. Accumulation may be considered near ₹2,800–2,950 for long-term investors. Despite high valuations, strong fundamentals support long-term holding.


Positive

  • High ROCE (54.0%) and ROE (42.7%) indicate strong profitability.
  • Low debt-to-equity ratio (0.10) ensures financial stability.
  • Quarterly PAT growth highlights consistent earnings performance.

Limitation

  • High P/E ratio (67.9) compared to industry average (45.8).
  • Very high P/B ratio (~29.6), indicating expensive valuation.
  • Dividend yield of 0.36% is modest.

Company Negative News

  • Weak technical momentum with MACD negative.
  • Stock trading below DMA 50, reflecting short-term weakness.

Company Positive News

  • DII holdings increased by 0.72%, reflecting domestic institutional support.
  • FII holdings also increased by 1.10%, showing foreign investor interest.
  • Quarterly PAT growth from ₹97.2 Cr. to ₹99.8 Cr. highlights operational strength.

Industry

  • Financial services sector benefits from rising wealth creation and capital market participation.
  • Industry P/E at 45.8 is lower than ANANDRATHI, showing sector-wide value opportunities.
  • Strong demand for wealth management and advisory services supports long-term growth.

Conclusion

🔎 ANANDRATHI is financially strong with excellent return metrics, low debt, and steady earnings growth. While valuations are stretched, fundamentals and industry tailwinds support long-term holding. Entry near ₹2,800–2,950 is attractive for investors seeking exposure to financial services with strong profitability.

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