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APOLLOHOSP - Fundamental Analysis: Financial Health & Valuation

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Rating: 4

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

Fundamental Rating: 4.0

Stock Code APOLLOHOSP Market Cap 1,07,346 Cr. Current Price 7,469 ₹ High / Low 8,100 ₹
Stock P/E 73.9 Book Value 648 ₹ Dividend Yield 0.25 % ROCE 16.4 %
ROE 15.1 % Face Value 5.00 ₹ DMA 50 7,462 ₹ DMA 200 7,318 ₹
Chg in FII Hold -0.66 % Chg in DII Hold 0.38 % PAT Qtr 392 Cr. PAT Prev Qtr 420 Cr.
RSI 44.5 MACD 39.8 Volume 5,03,523 Avg Vol 1Wk 4,70,109
Low price 6,227 ₹ High price 8,100 ₹ PEG Ratio 3.12 Debt to equity 0.34
52w Index 66.3 % Qtr Profit Var 14.8 % EPS 100 ₹ Industry PE 43.5

📊 Financials

  • Revenue & Profitability: PAT declined from ₹420 Cr. to ₹392 Cr., showing short-term weakness. EPS at ₹100 remains strong, reflecting solid earnings capacity.
  • Margins & Returns: ROCE at 16.4% and ROE at 15.1% are healthy, indicating efficient capital utilization.
  • Debt & Liquidity: Debt-to-equity ratio of 0.34 indicates moderate leverage, manageable but worth monitoring.
  • Cash Flow: Dividend yield of 0.25% provides minimal shareholder returns.

💹 Valuation

  • P/E Ratio: 73.9 vs Industry PE of 43.5 — trading at a significant premium.
  • P/B Ratio: Current price ₹7,469 vs Book Value ₹648 — ~11.5x book value, expensive relative to assets.
  • PEG Ratio: 3.12 — suggests stretched valuation relative to growth.
  • Intrinsic Value: Current price is above fair value, offering limited margin of safety.

🏢 Business Model & Competitive Advantage

  • Operates in healthcare services with strong brand presence and diversified offerings.
  • High ROCE and ROE reflect operational efficiency and competitive strength.
  • Moderate debt levels are manageable, but valuations remain stretched.

📈 Entry Zone & Long-Term Guidance

  • Entry Zone: Attractive accumulation range between ₹7,200 – ₹7,400, near DMA 50 support.
  • Long-Term Holding: Strong fundamentals and industry tailwinds make it a good candidate for long-term holding. Accumulate on dips for sustained growth.

✅ Positive

  • Healthy ROCE (16.4%) and ROE (15.1%) highlight efficiency.
  • Debt-to-equity ratio of 0.34 ensures financial stability.
  • DII holdings increased by 0.38%, showing domestic institutional confidence.
  • MACD positive (39.8) indicates bullish technical momentum.

⚠️ Limitation

  • High P/E ratio (73.9) compared to industry average (43.5).
  • Dividend yield of 0.25% is minimal.
  • Quarterly PAT declined (-6.7%), showing short-term weakness.

📉 Company Negative News

  • FII holdings declined by 0.66%, showing reduced foreign investor confidence.
  • Stock trading near resistance levels with limited upside in short term.

📈 Company Positive News

  • Strong EPS of ₹100 reflects robust earnings capacity.
  • DII holdings increased, showing confidence from domestic institutions.
  • MACD positive indicates bullish technical signals.

🏭 Industry

  • Healthcare sector benefits from rising demand and structural growth.
  • Industry PE at 43.5 is lower than company’s valuation, highlighting premium pricing for APOLLOHOSP.

🔎 Conclusion

APOLLOHOSP demonstrates strong fundamentals with healthy efficiency, moderate debt, and robust earnings. However, valuations are stretched and short-term profit decline raises caution. Best strategy: accumulate near ₹7,200–₹7,400 and hold for long-term gains, leveraging healthcare industry growth and the company’s strong brand presence.

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