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CHOLAFIN - Fundamental Analysis: Financial Health & Valuation

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Rating: 4.1

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

Fundamental Rating: 4.1

Stock Code CHOLAFIN Market Cap 1,33,210 Cr. Current Price 1,563 ₹ High / Low 1,832 ₹
Stock P/E 25.5 Book Value 357 ₹ Dividend Yield 0.13 % ROCE 9.70 %
ROE 19.3 % Face Value 2.00 ₹ DMA 50 1,562 ₹ DMA 200 1,590 ₹
Chg in FII Hold -1.69 % Chg in DII Hold 2.37 % PAT Qtr 1,641 Cr. PAT Prev Qtr 1,288 Cr.
RSI 53.0 MACD 8.18 Volume 80,20,143 Avg Vol 1Wk 31,89,329
Low price 1,299 ₹ High price 1,832 ₹ PEG Ratio 1.02 Debt to equity 6.94
52w Index 49.5 % Qtr Profit Var 29.5 % EPS 61.3 ₹ Industry PE 18.2

📊 Financials: CHOLAFIN demonstrates strong fundamentals with ROE at 19.3% and EPS of ₹61.3, reflecting efficient capital utilization. Quarterly PAT rose from ₹1,288 Cr. to ₹1,641 Cr. (+29.5%), showing robust earnings momentum. However, ROCE at 9.70% is modest, and debt-to-equity at 6.94 highlights high leverage typical of NBFCs.

💹 Valuation: The stock trades at a P/E of 25.5, above the industry average of 18.2, indicating premium valuation. Book value of ₹357 results in a P/B of ~4.4, relatively expensive compared to peers. PEG ratio of 1.02 suggests fair valuation relative to growth. Intrinsic value appears slightly lower than current price, requiring cautious entry.

🏢 Business Model: As a leading NBFC, CHOLAFIN benefits from strong retail lending, vehicle finance, and diversified financial services. Its competitive advantage lies in consistent profit growth and domestic institutional support (+2.37% DII holdings). However, reduced FII interest (-1.69%) and high leverage remain concerns.

🎯 Entry Zone: Attractive entry between ₹1,520–1,560, near 50 DMA support. Long-term investors may hold for 3–5 years, with exit considerations if ROE falls below 15% or debt levels rise unsustainably.

Positive

  • Strong ROE (19.3%) and EPS of ₹61.3.
  • Quarterly PAT growth of 29.5% (₹1,288 Cr. → ₹1,641 Cr.).
  • PEG ratio of 1.02 indicates fair valuation.
  • DII holdings increased (+2.37%), showing domestic institutional confidence.

Limitation

  • High debt-to-equity ratio of 6.94 increases leverage risk.
  • ROCE at 9.70% is modest compared to peers.
  • P/E of 25.5 above industry average (18.2), suggesting premium valuation.
  • FII holdings decreased (-1.69%), showing reduced foreign investor confidence.
  • Dividend yield very low at 0.13%.

Company Negative News

  • Reduced foreign institutional interest (-1.69%) highlights cautious sentiment.

Company Positive News

  • Quarterly PAT growth and EPS improvement reflect strong operational performance.
  • DII inflows (+2.37%) show domestic institutional support.

Industry

  • NBFC sector trades at an average PE of 18.2.
  • CHOLAFIN’s PE of 25.5 suggests premium valuation relative to peers.

Conclusion

✅ CHOLAFIN is a fundamentally strong NBFC with consistent profit growth and fair PEG valuation. Entry near ₹1,520–1,560 offers value, with a 3–5 year horizon recommended. Monitor debt levels, ROE sustainability, and institutional sentiment closely. Consider partial exits near ₹1,800–1,830 resistance if valuations remain stretched without earnings improvement.

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