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ATGL - Fundamental Analysis: Financial Health & Valuation

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Rating: 2.9

Last Updated Time : 03 Feb 26, 06:04 pm

Fundamental Rating: 2.9

Stock Code ATGL Market Cap 59,852 Cr. Current Price 544 ₹ High / Low 798 ₹
Stock P/E 94.9 Book Value 40.8 ₹ Dividend Yield 0.05 % ROCE 17.4 %
ROE 16.7 % Face Value 1.00 ₹ DMA 50 565 ₹ DMA 200 617 ₹
Chg in FII Hold -0.07 % Chg in DII Hold 0.02 % PAT Qtr 157 Cr. PAT Prev Qtr 162 Cr.
RSI 33.8 MACD -15.0 Volume 5,43,107 Avg Vol 1Wk 5,63,199
Low price 507 ₹ High price 798 ₹ PEG Ratio 10.9 Debt to equity 0.45
52w Index 12.8 % Qtr Profit Var 9.59 % EPS 5.73 ₹ Industry PE 19.2

📊 Core Financials

  • Revenue & Profitability: PAT declined from 162 Cr. to 157 Cr. (–9.59% variance), showing mild earnings pressure.
  • Margins: ROE at 16.7% and ROCE at 17.4% are decent, reflecting moderate efficiency.
  • Debt: Debt-to-equity ratio of 0.45 indicates manageable leverage.
  • Cash Flow: Profitability supports cash generation, but earnings growth remains weak.

💹 Valuation Indicators

  • P/E Ratio: 94.9 vs. industry average of 19.2 — extremely overvalued.
  • P/B Ratio: Current price (₹544) vs. book value (₹40.8) → ~13.3x, premium valuation.
  • PEG Ratio: 10.9, suggesting growth is priced at an excessive premium.
  • Intrinsic Value: Valuation appears stretched given modest profitability.

🏢 Business Model & Competitive Advantage

  • Adani Total Gas (ATGL) operates in city gas distribution, focusing on PNG (piped natural gas) and CNG (compressed natural gas).
  • Competitive advantage lies in scale, government support for clean energy, and integration with Adani Group infrastructure.

📈 Technicals & Entry Zone

  • DMA 50 (₹565) and DMA 200 (₹617) are above current price, showing weakness.
  • RSI at 33.8 indicates oversold territory; MACD negative suggests bearish sentiment.
  • Entry Zone: Attractive near ₹500–530 for accumulation.
  • Long-Term Holding: Risky at current valuations; suitable only if earnings growth improves.


✅ Positive

  • Decent ROE (16.7%) and ROCE (17.4%).
  • Moderate debt-to-equity ratio (0.45).
  • DII holdings increased (+0.02%), showing slight domestic support.

⚠️ Limitation

  • Extremely high P/E ratio (94.9) compared to industry average (19.2).
  • PEG ratio (10.9) indicates growth is overpriced.
  • Dividend yield of 0.05% offers negligible shareholder return.

📉 Company Negative News

  • Quarterly PAT declined (–9.59%), showing earnings pressure.
  • FII holdings decreased (–0.07%), showing reduced foreign investor confidence.
  • Stock trading below DMA 50 and DMA 200, indicating technical weakness.

📈 Company Positive News

  • EPS at ₹5.73 reflects earnings base despite volatility.
  • DII holdings increased slightly (+0.02%), showing domestic support.

🏭 Industry

  • City gas distribution sector benefits from government push for clean energy and rising demand for natural gas.
  • Industry average P/E (19.2) highlights ATGL’s extreme overvaluation.

🔎 Conclusion

  • Adani Total Gas shows moderate efficiency and sectoral strength but faces weak earnings growth and stretched valuations.
  • High P/E and PEG ratios make current levels risky.
  • Recommendation: Accumulate only on dips near ₹500–530. Long-term holding viable only if profitability improves and valuations normalize.

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