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HEG - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.6

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

Fundamental Rating: 3.6

Stock Code HEG Market Cap 10,110 Cr. Current Price 523 ₹ High / Low 672 ₹
Stock P/E 42.2 Book Value 224 ₹ Dividend Yield 0.34 % ROCE 5.19 %
ROE 3.40 % Face Value 2.00 ₹ DMA 50 555 ₹ DMA 200 519 ₹
Chg in FII Hold 0.55 % Chg in DII Hold 0.16 % PAT Qtr 131 Cr. PAT Prev Qtr 71.8 Cr.
RSI 39.7 MACD -6.11 Volume 6,01,330 Avg Vol 1Wk 11,77,184
Low price 331 ₹ High price 672 ₹ PEG Ratio -1.46 Debt to equity 0.15
52w Index 56.3 % Qtr Profit Var 111 % EPS 12.4 ₹ Industry PE 38.4

📊 Core Financials

  • Revenue & Profit Growth: Quarterly PAT rose from 71.8 Cr. to 131 Cr., showing strong sequential growth with 111% YoY variation.
  • Margins: ROE at 3.40% and ROCE at 5.19% reflect weak profitability compared to industry peers.
  • Debt Ratios: Debt-to-equity at 0.15 indicates low leverage, providing financial stability.
  • Cash Flows: Cash generation supported by electrode manufacturing, though cyclical demand impacts consistency.
  • Return Metrics: EPS at 12.4 ₹ is modest relative to current valuation.

💹 Valuation Indicators

  • P/E Ratio: 42.2, slightly above industry PE of 38.4, suggesting mild overvaluation.
  • P/B Ratio: ~2.3 (Current Price / Book Value), reasonable for the sector.
  • PEG Ratio: -1.46, distorted due to uneven earnings growth, signaling caution.
  • Intrinsic Value: Current price (523 ₹) is near fair value; upside potential depends on recovery in steel sector demand.

🏢 Business Model & Competitive Advantage

  • Operates in graphite electrode manufacturing, catering to steel and alloy industries.
  • Competitive advantage lies in established market presence and global customer base.
  • Business model is cyclical, heavily dependent on steel demand and global commodity prices.

📈 Entry Zone & Long-Term Guidance

  • Entry Zone: Attractive accumulation range between 500 ₹ – 515 ₹ (near DMA 200).
  • Long-Term Holding: Suitable for investors with moderate risk appetite; long-term returns depend on steel demand recovery and margin improvement.

Positive

  • Debt-light balance sheet with debt-to-equity at 0.15.
  • Strong quarterly PAT growth of 111%.
  • Institutional inflows (FII +0.55%, DII +0.16%) show investor confidence.

Limitation

  • Weak profitability metrics (ROE 3.40%, ROCE 5.19%).
  • PEG ratio signals poor growth-adjusted valuation.
  • Dividend yield at 0.34% is negligible.

Company Negative News

  • Weak technical indicators (RSI 39.7, MACD -6.11) reflect bearish momentum.
  • Low trading volumes compared to weekly averages indicate reduced liquidity.

Company Positive News

  • Quarterly PAT growth highlights operational improvement.
  • Rising institutional inflows support investor sentiment.

Industry

  • Graphite electrode industry is cyclical, driven by steel sector demand.
  • Industry PE at 38.4 reflects fair valuations and moderate optimism.

Conclusion

  • HEG shows fair valuation but weak profitability and cyclical risks.
  • Debt-light structure and strong quarterly profit growth are positives, but margins remain under pressure.
  • Best suited for investors with moderate risk appetite, with entry near support levels for better risk-reward.

I can also prepare a comparison with Graphite India to highlight HEG’s relative positioning in the electrode manufacturing sector.

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