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CHENNPETRO - Fundamental Analysis: Financial Health & Valuation

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Rating: 4.4

Last Updated Time : 04 May 26, 11:57 am

Fundamental Rating: 4.4

Stock Code CHENNPETRO Market Cap 16,802 Cr. Current Price 1,128 ₹ High / Low 1,160 ₹
Stock P/E 5.49 Book Value 725 ₹ Dividend Yield 0.71 % ROCE 35.6 %
ROE 32.7 % Face Value 10.0 ₹ DMA 50 988 ₹ DMA 200 875 ₹
Chg in FII Hold -0.28 % Chg in DII Hold 1.09 % PAT Qtr 1,400 Cr. PAT Prev Qtr 987 Cr.
RSI 62.8 MACD 33.1 Volume 45,10,501 Avg Vol 1Wk 56,83,309
Low price 585 ₹ High price 1,160 ₹ PEG Ratio -1.18 Debt to equity 0.18
52w Index 94.6 % Qtr Profit Var 211 % EPS 206 ₹ Industry PE 15.7

📊 Financials: CHENNPETRO demonstrates excellent profitability with ROE at 32.7% and ROCE at 35.6%. EPS of ₹206 supports strong earnings visibility. Quarterly PAT surged from ₹987 Cr. to ₹1,400 Cr. (+211%), reflecting robust growth. Debt-to-equity at 0.18 highlights low leverage, strengthening financial stability.

💹 Valuation: The stock trades at a P/E of 5.49, far below the industry average of 15.7, indicating deep undervaluation. Book value of ₹725 gives a P/B of ~1.55, attractive relative to peers. PEG ratio of -1.18 suggests valuation misalignment with growth, requiring caution. Intrinsic value appears higher than current price, supporting accumulation.

🏢 Business Model: Operating in petrochemicals and refining, CHENNPETRO benefits from rising energy demand and government support. Its competitive advantage lies in strong profitability, low debt, and institutional confidence, with DII holdings up (+1.09%). However, reduced FII interest (-0.28%) signals cautious foreign sentiment.

🎯 Entry Zone: Attractive entry between ₹1,000–1,080, near DMA support levels. Long-term investors may hold for 3–5 years, with exit considerations if ROE falls below 25% or valuations stretch without earnings support.

Positive

  • Low P/E (5.49) vs industry average (15.7).
  • Strong ROCE (35.6%) and ROE (32.7%).
  • Debt-to-equity ratio of 0.18 ensures financial stability.
  • EPS of ₹206 supports strong earnings visibility.
  • Quarterly PAT growth of 211% highlights operational strength.
  • DII holdings increased (+1.09%), showing domestic confidence.

Limitation

  • PEG ratio of -1.18 indicates valuation misalignment with growth.
  • Dividend yield modest at 0.71%.
  • FII holdings decreased (-0.28%), showing reduced foreign interest.
  • High volatility in quarterly profits.

Company Negative News

  • Reduced FII interest and negative PEG ratio highlight valuation concerns despite strong fundamentals.

Company Positive News

  • Strong quarterly profit surge (+211%).
  • Improved DII holdings (+1.09%).
  • Low debt levels strengthen balance sheet.

Industry

  • Petrochemical and refining sector benefits from rising energy demand and government support.
  • Industry PE at 15.7 suggests CHENNPETRO trades at a discount.

Conclusion

✅ CHENNPETRO is a fundamentally strong company with excellent profitability, low debt, and attractive valuations. Entry near ₹1,000–1,080 offers safety, while holding for 3–5 years could yield strong returns if earnings growth sustains and institutional confidence stabilizes.

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