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ENRIN - Fundamental Analysis: Financial Health & Valuation

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Rating: 4.2

Last Updated Time : 02 Feb 26, 01:19 pm

Fundamental Rating: 4.2

Stock Code ENRIN Market Cap 87,924 Cr. Current Price 2,473 ₹ High / Low 3,625 ₹
Stock P/E 79.5 Book Value 123 ₹ Dividend Yield 0.16 % ROCE 39.0 %
ROE 29.1 % Face Value 2.00 ₹ DMA 50 2,646 ₹ DMA 200 2,907 ₹
Chg in FII Hold 1.05 % Chg in DII Hold -1.35 % PAT Qtr 360 Cr. PAT Prev Qtr 263 Cr.
RSI 49.6 MACD -90.1 Volume 1,51,404 Avg Vol 1Wk 7,83,599
Low price 2,105 ₹ High price 3,625 ₹ Debt to equity 0.03 52w Index 24.2 %
Qtr Profit Var % EPS 30.9 ₹ Industry PE 35.4

📊 Core Financials

  • Quarterly PAT at 360 Cr vs 263 Cr previously, showing strong sequential growth.
  • ROE at 29.1% and ROCE at 39.0% reflect excellent capital efficiency and profitability.
  • Debt-to-equity ratio at 0.03 indicates a virtually debt-free balance sheet.
  • EPS at 30.9 ₹ provides a solid earnings base, backed by consistent performance.

💹 Valuation Indicators

  • P/E ratio: 79.5, much higher than industry average of 35.4, suggesting overvaluation.
  • P/B ratio: ~20.1 (2,473 ₹ / 123 ₹ book value), showing extreme premium pricing.
  • PEG ratio not available, but high P/E suggests limited growth-adjusted comfort.
  • Intrinsic value appears lower than current price, limited margin of safety.

🏢 Business Model & Competitive Advantage

  • ENRIN operates in renewable energy and infrastructure, focusing on sustainable power solutions.
  • Competitive advantage lies in strong ROE/ROCE, low debt, and exposure to high-growth renewable sector.
  • Global energy transition provides long-term growth opportunities.

📈 Entry Zone & Long-Term Guidance

  • Entry zone: 2,300–2,450 ₹ range (near support levels and RSI at 49.6, neutral zone).
  • Long-term holding viable for investors seeking exposure to renewable energy growth.
  • Accumulation should be cautious due to stretched valuations despite strong fundamentals.

Positive

  • Strong ROE (29.1%) and ROCE (39.0%).
  • Debt-free balance sheet (Debt-to-equity 0.03).
  • Sequential PAT growth demonstrates operational strength.

Limitation

  • High P/E (79.5) compared to industry average (35.4).
  • Very high P/B ratio (~20.1), indicating extreme premium valuation.
  • Dividend yield at 0.16% is negligible.

Company Negative News

  • DII holdings decreased (-1.35%), showing reduced domestic institutional support.
  • Stock trading below 200 DMA (2,907 ₹), reflecting medium-term weakness.

Company Positive News

  • FII holdings increased (+1.05%), showing foreign investor confidence.
  • Quarterly PAT growth (360 Cr vs 263 Cr) highlights strong performance.

Industry

  • Industry PE at 35.4, much lower than ENRIN’s 79.5, highlighting sector undervaluation relative to ENRIN.
  • Renewable energy and infrastructure sector expected to grow steadily with global sustainability demand.

Conclusion

  • ENRIN is fundamentally strong with high returns and debt-free operations.
  • Valuations remain stretched, making accumulation near 2,300–2,450 ₹ more attractive.
  • Best suited for long-term investors seeking renewable energy exposure, but caution advised due to premium valuations.

I can also prepare a peer comparison with Adani Green and Tata Power to highlight how ENRIN stacks up in valuation and profitability. Would you like me to draft that next?

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