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BSE - Fundamental Analysis: Financial Health & Valuation

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Rating: 4.1

Last Updated Time : 03 Feb 26, 07:53 pm

Fundamental Rating: 4.1

Stock Code BSE Market Cap 1,16,520 Cr. Current Price 2,861 ₹ High / Low 3,030 ₹
Stock P/E 69.9 Book Value 108 ₹ Dividend Yield 0.21 % ROCE 47.5 %
ROE 35.8 % Face Value 2.00 ₹ DMA 50 2,695 ₹ DMA 200 2,424 ₹
Chg in FII Hold 1.20 % Chg in DII Hold 3.83 % PAT Qtr 514 Cr. PAT Prev Qtr 456 Cr.
RSI 48.8 MACD 5.16 Volume 70,53,162 Avg Vol 1Wk 69,48,691
Low price 1,227 ₹ High price 3,030 ₹ PEG Ratio 0.85 Debt to equity 0.00
52w Index 90.6 % Qtr Profit Var 82.6 % EPS 40.4 ₹ Industry PE 61.2

📊 Core Financials

  • Revenue & Profitability: Quarterly PAT rose to 514 Cr. from 456 Cr., showing strong growth. EPS stands at 40.4 ₹.
  • Margins: ROCE at 47.5% and ROE at 35.8% highlight excellent efficiency and profitability.
  • Debt: Debt-to-equity ratio of 0.00 reflects a debt-free balance sheet, enhancing financial resilience.
  • Cash Flow: Strong profitability supports robust operational cash generation.

💹 Valuation Indicators

  • P/E Ratio: 69.9, higher than industry average of 61.2, suggesting mild overvaluation.
  • P/B Ratio: Current price (2861 ₹) vs. book value (108 ₹) shows steep premium.
  • PEG Ratio: 0.85, indicating growth prospects are reasonably aligned with valuation.
  • Intrinsic Value: Current market price appears slightly stretched but supported by strong fundamentals.

🏢 Business Model & Competitive Advantage

  • Operates as a leading stock exchange with diversified revenue streams from trading, clearing, and listing services.
  • Strong brand recognition and market dominance provide competitive edge.
  • Debt-free structure enhances long-term sustainability.

📈 Entry Zone & Long-Term Guidance

  • Entry Zone: Attractive accumulation range lies between 2,600–2,750 ₹, given slight overvaluation.
  • Long-Term Holding: Suitable for investors seeking exposure to capital markets growth, with potential for compounding returns.


✅ Positive

  • Quarterly PAT growth of 82.6% shows strong earnings momentum.
  • ROCE at 47.5% and ROE at 35.8% highlight excellent efficiency.
  • Debt-free balance sheet ensures financial stability.

⚠️ Limitation

  • P/E ratio (69.9) above industry average, indicating premium valuation.
  • P/B ratio shows steep premium compared to book value.
  • Dividend yield at 0.21% is unattractive for income-focused investors.

📉 Company Negative News

  • High valuation multiples may limit near-term upside.
  • Stock trading near 52-week high could face profit booking pressure.

📈 Company Positive News

  • FII holding increased by 1.20% and DII holding by 3.83%, reflecting strong institutional confidence.
  • MACD positive (5.16), indicating bullish short-term momentum.

🏭 Industry

  • Capital markets sector benefits from rising retail participation and economic growth.
  • Industry P/E at 61.2 highlights moderate valuation compared to BSE’s premium.

🔎 Conclusion

BSE Ltd. (BSE) demonstrates strong fundamentals with excellent ROCE, ROE, and consistent profit growth, supported by a debt-free balance sheet. While valuations are slightly stretched compared to industry peers, institutional confidence and robust earnings momentum make it attractive for long-term investors. Accumulation closer to 2,600–2,750 ₹ offers better risk-reward balance, with long-term holding benefiting from capital market expansion and BSE’s dominant position.

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