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FORTIS - Fundamental Analysis: Financial Health & Valuation

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Rating: 2.7

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

Fundamental Rating: 2.7

Stock Code FORTIS Market Cap 69,679 Cr. Current Price 923 ₹ High / Low 1,105 ₹
Stock P/E 400 Book Value 122 ₹ Dividend Yield 0.11 % ROCE 3.27 %
ROE 1.41 % Face Value 10.0 ₹ DMA 50 882 ₹ DMA 200 867 ₹
Chg in FII Hold -1.86 % Chg in DII Hold 2.02 % PAT Qtr 24.7 Cr. PAT Prev Qtr 105 Cr.
RSI 60.8 MACD 23.9 Volume 10,77,160 Avg Vol 1Wk 12,71,068
Low price 623 ₹ High price 1,105 ₹ PEG Ratio 2.54 Debt to equity 0.22
52w Index 62.2 % Qtr Profit Var -30.0 % EPS 2.16 ₹ Industry PE 47.1

Financials & Valuation:

FORTIS shows weak fundamentals. ROCE (3.27%) and ROE (1.41%) reflect poor efficiency. EPS of 2.16 ₹ is very low relative to valuation, and quarterly PAT collapsed to 24.7 Cr. from 105 Cr., highlighting severe earnings volatility. Debt-to-equity at 0.22 is manageable, but profitability remains weak.

Valuation Indicators:

P/E ratio of 400 is drastically higher than the industry average (47.1), indicating extreme overvaluation. Book Value of 122 ₹ compared to current price of 923 ₹ shows steep premium pricing. PEG ratio of 2.54 suggests stretched valuation relative to growth. Dividend yield of 0.11% provides negligible income support.

Business Model & Health:

FORTIS, a healthcare provider, benefits from strong demand in hospital and medical services. However, profitability metrics remain weak, and valuations are disconnected from fundamentals. Institutional sentiment is mixed, with FII holdings declining (-1.86%) and DII holdings increasing (+2.02%).

Entry Zone & Holding Guidance:

Technically, support lies around 880–900 ₹, with resistance near 950–970 ₹. Entry should only be considered for speculative trades near support levels. Long-term holding is not advisable until profitability stabilizes and valuations normalize.


Positive

- DII holdings increased (+2.02%), showing domestic confidence.

- Debt-to-equity remains low at 0.22.

- Technical momentum (MACD 23.9, RSI 60.8) shows short-term bullish bias.

Limitation

- Extremely high P/E (400) vs industry average (47.1).

- Weak ROCE (3.27%) and ROE (1.41%).

- EPS of 2.16 ₹ is negligible.

- PAT collapsed from 105 Cr. to 24.7 Cr.

- Dividend yield of 0.11% offers no support.

Company Negative News

- Sharp decline in quarterly PAT.

- Reduction in FII holdings (-1.86%).

- Severe overvaluation compared to peers.

Company Positive News

- DII holdings increased, reflecting domestic institutional support.

- Technical indicators show short-term bullish momentum.

Industry

- Healthcare sector benefits from consistent demand and expansion.

- Industry PE (47.1) is far lower than FORTIS’s, highlighting overvaluation.

- Long-term growth supported by rising healthcare demand, but profitability efficiency lags peers.

Conclusion

FORTIS is fundamentally weak with poor profitability and extreme overvaluation. Entry near 880–900 ₹ may be considered only for speculative trades with strict stop-losses. Long-term investors should avoid until earnings stabilize and valuations normalize.

Would you like me to extend this into a peer benchmarking overlay comparing FORTIS against Apollo Hospitals, Max Healthcare, and Narayana Hrudayalaya to highlight relative positioning in profitability and valuation?

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