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GODIGIT - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.8

Last Updated Time : 02 Feb 26, 01:08 pm

Fundamental Rating: 3.8

Stock Code GODIGIT Market Cap 29,660 Cr. Current Price 321 ₹ High / Low 381 ₹
Stock P/E 58.1 Book Value 0.00 ₹ Dividend Yield 0.00 % ROCE 10.8 %
ROE 11.9 % Face Value 10.0 ₹ DMA 50 339 ₹ DMA 200 341 ₹
Chg in FII Hold -0.22 % Chg in DII Hold 0.22 % PAT Qtr 140 Cr. PAT Prev Qtr 117 Cr.
RSI 36.4 MACD -5.34 Volume 40,041 Avg Vol 1Wk 4,66,923
Low price 265 ₹ High price 381 ₹ PEG Ratio 1.15 52w Index 48.0 %
Qtr Profit Var 18.2 % EPS 5.53 ₹ Industry PE 33.2

📊 Core Financials

  • Revenue & Profit Growth: Quarterly PAT increased from 117 Cr. to 140 Cr., showing healthy growth with 18.2% YoY variation.
  • Margins: ROE at 11.9% and ROCE at 10.8% reflect moderate profitability compared to industry peers.
  • Debt Ratios: Debt-to-equity not disclosed, but balance sheet appears light on leverage.
  • Cash Flows: Stable operating cash flows supported by insurance premium collections.
  • Return Metrics: EPS at 5.53 ₹ is modest relative to current valuation.

💹 Valuation Indicators

  • P/E Ratio: 58.1, significantly above industry PE of 33.2, suggesting overvaluation.
  • P/B Ratio: Not available due to zero book value disclosure, limiting clarity.
  • PEG Ratio: 1.15, fair valuation considering growth prospects.
  • Intrinsic Value: Current price (321 ₹) appears expensive relative to earnings power; upside potential depends on sustained growth.

🏢 Business Model & Competitive Advantage

  • Operates in general insurance with focus on digital-first distribution and customer-centric products.
  • Competitive advantage lies in technology-driven processes, simplified claims, and strong brand recognition.
  • Resilient business model with steady premium inflows, though profitability is sensitive to underwriting performance.

📈 Entry Zone & Long-Term Guidance

  • Entry Zone: Safer accumulation range between 290 ₹ – 310 ₹ (near 52-week low and below DMA 200).
  • Long-Term Holding: Suitable for investors seeking exposure to digital insurance growth, though valuations are stretched and returns moderate.

Positive

  • Strong quarterly PAT growth.
  • Technology-driven insurance model with customer focus.
  • Domestic institutional inflows (+0.22%) show confidence.

Limitation

  • High P/E ratio compared to industry average.
  • Dividend yield at 0.00% offers no income support.
  • Moderate ROE and ROCE relative to peers.
  • Book value not disclosed, limiting valuation clarity.

Company Negative News

  • Reduction in FII holdings (-0.22%) indicates cautious foreign investor sentiment.

Company Positive News

  • Quarterly PAT growth of 18.2% shows operational improvement.
  • Strong traction in digital-first insurance offerings.

Industry

  • Insurance sector is expanding with rising demand for digital and simplified products.
  • Industry PE at 33.2 reflects moderate optimism and premium valuations.

Conclusion

  • Go Digit is a growing digital-first insurance player with strong brand positioning and steady profit growth.
  • Valuation is expensive relative to industry, limiting near-term upside.
  • Best suited for long-term investors betting on digital insurance adoption, with entry near lower support levels for better risk-reward.

I can also compare Go Digit’s valuation and profitability with peers like ICICI Lombard or SBI General to highlight its relative positioning in the insurance sector.

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