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ESCORTS - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.7

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

Fundamental Rating: 3.7

Stock Code ESCORTS Market Cap 36,266 Cr. Current Price 3,242 ₹ High / Low 4,180 ₹
Stock P/E 27.4 Book Value 1,064 ₹ Dividend Yield 0.86 % ROCE 13.7 %
ROE 12.8 % Face Value 10.0 ₹ DMA 50 3,256 ₹ DMA 200 3,434 ₹
Chg in FII Hold 0.46 % Chg in DII Hold -0.54 % PAT Qtr 403 Cr. PAT Prev Qtr 321 Cr.
RSI 52.0 MACD 39.0 Volume 86,314 Avg Vol 1Wk 96,699
Low price 2,710 ₹ High price 4,180 ₹ PEG Ratio 1.45 Debt to equity 0.01
52w Index 36.2 % Qtr Profit Var 38.7 % EPS 213 ₹ Industry PE 27.8

Financials & Valuation:

ESCORTS shows balanced fundamentals. ROCE (13.7%) and ROE (12.8%) indicate moderate efficiency. EPS of 213 ₹ supports profitability, with quarterly PAT rising to 403 Cr. from 321 Cr., reflecting strong earnings momentum. Debt-to-equity is very low at 0.01, ensuring financial stability.

Valuation Indicators:

P/E ratio of 27.4 is in line with the industry average (27.8), suggesting fair valuation. Book Value of 1,064 ₹ compared to current price of 3,242 ₹ shows premium pricing. PEG ratio of 1.45 indicates reasonable valuation relative to growth. Dividend yield of 0.86% provides modest income support.

Business Model & Health:

ESCORTS, a leader in agricultural machinery and construction equipment, benefits from rural demand and mechanization trends. Strong profitability, low leverage, and rising FII holdings (+0.46%) reinforce overall health, though DII holdings declined (-0.54%).

Entry Zone & Holding Guidance:

Technically, support lies around 3,150–3,200 ₹, with resistance near 3,400–3,450 ₹. Entry near support levels offers favorable risk-reward. Long-term holding is justified given strong fundamentals, though moderate efficiency metrics should be monitored.


Positive

- Strong EPS (213 ₹) with PAT growth.

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

- FII holdings increased (+0.46%).

- PEG ratio (1.45) indicates fair valuation.

Limitation

- ROCE (13.7%) and ROE (12.8%) are moderate.

- Dividend yield remains modest at 0.86%.

- DII holdings declined (-0.54%).

- Current price trades at premium to book value.

Company Negative News

- Decline in DII holdings.

- Moderate efficiency metrics compared to peers.

Company Positive News

- Quarterly PAT surged to 403 Cr. from 321 Cr.

- FII holdings increased, reflecting foreign investor confidence.

- Strong demand outlook in agricultural machinery.

Industry

- Agricultural and construction equipment sector benefits from rural growth and mechanization.

- Industry PE (27.8) aligns with ESCORTS, supporting fair valuation.

- Long-term growth supported by infrastructure and rural demand.

Conclusion

ESCORTS is fundamentally stable with strong earnings, low debt, and fair valuation. Entry near 3,150–3,200 ₹ offers a favorable setup. Long-term investors can hold with confidence, supported by industry growth, while monitoring moderate efficiency metrics and institutional holding trends.

Would you like me to extend this into a sector overlay comparison against peers like Mahindra & Mahindra, VST Tillers, and TAFE to highlight ESCORTS’ relative positioning in agricultural machinery?

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