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EICHERMOT - 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 EICHERMOT Market Cap 1,95,010 Cr. Current Price 7,109 ₹ High / Low 8,233 ₹
Stock P/E 39.2 Book Value 701 ₹ Dividend Yield 0.98 % ROCE 31.7 %
ROE 25.1 % Face Value 1.00 ₹ DMA 50 7,166 ₹ DMA 200 6,821 ₹
Chg in FII Hold -0.24 % Chg in DII Hold 0.09 % PAT Qtr 1,333 Cr. PAT Prev Qtr 1,208 Cr.
RSI 49.6 MACD 7.55 Volume 5,66,675 Avg Vol 1Wk 5,06,450
Low price 5,201 ₹ High price 8,233 ₹ PEG Ratio 1.00 Debt to equity 0.01
52w Index 62.9 % Qtr Profit Var 26.2 % EPS 180 ₹ Industry PE 31.2

Financials & Valuation:

EICHERMOT shows strong fundamentals. ROCE (31.7%) and ROE (25.1%) highlight excellent efficiency in capital utilization. EPS of 180 ₹ and quarterly PAT growth (1,333 Cr. vs 1,208 Cr.) demonstrate robust profitability. Debt-to-equity is extremely low at 0.01, ensuring financial resilience.

Valuation Indicators:

P/E ratio of 39.2 is slightly above the industry average (31.2), but justified by strong earnings growth. Book Value is 701 ₹ compared to the current price of 7,109 ₹, reflecting premium valuation. PEG ratio of 1.00 suggests fair valuation relative to growth. Dividend yield of 0.98% provides modest income support.

Business Model & Health:

EICHERMOT, through Royal Enfield and commercial vehicles, enjoys strong brand equity and competitive advantage in premium motorcycles. Consistent profitability, low leverage, and strong demand trends reinforce overall health.

Entry Zone & Holding Guidance:

Technically, support lies around 7,050–7,150 ₹, with resistance near 7,800–8,000 ₹. Entry near support levels is favorable for swing trades. Long-term holding is recommended given strong fundamentals, brand strength, and industry growth.


Positive

- Strong ROCE (31.7%) and ROE (25.1%).

- EPS of 180 ₹ with consistent profit growth.

- Very low debt-to-equity (0.01).

- Premium brand positioning in motorcycles.

Limitation

- P/E ratio (39.2) above industry average (31.2).

- FII holdings declined (-0.24%), showing reduced foreign confidence.

- Current price trades at a premium to book value.

Company Negative News

- Minor decline in FII holdings.

- Valuation slightly stretched compared to peers.

Company Positive News

- Quarterly PAT improved to 1,333 Cr. from 1,208 Cr.

- DII holdings increased (+0.09%), showing domestic support.

- Strong demand momentum in premium motorcycles.

Industry

- Automotive sector benefits from rising demand for premium motorcycles and commercial vehicles.

- Industry PE (31.2) supports fair valuation benchmarks.

- Long-term growth driven by urbanization, rising incomes, and export opportunities.

Conclusion

EICHERMOT is fundamentally strong with excellent profitability, low debt, and strong brand equity. Entry near 7,050–7,150 ₹ offers favorable risk-reward. Long-term investors can hold confidently, supported by industry growth and consistent earnings.

Would you like me to also prepare a peer benchmarking overlay comparing EICHERMOT against Hero MotoCorp and Bajaj Auto, so you can see relative positioning within the two-wheeler industry?

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