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HEROMOTOCO - Fundamental Analysis: Financial Health & Valuation

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Rating: 4.2

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

Fundamental Rating: 4.2

Stock Code HEROMOTOCO Market Cap 1,10,076 Cr. Current Price 5,502 ₹ High / Low 6,390 ₹
Stock P/E 22.9 Book Value 1,051 ₹ Dividend Yield 3.00 % ROCE 31.5 %
ROE 23.8 % Face Value 2.00 ₹ DMA 50 5,694 ₹ DMA 200 5,232 ₹
Chg in FII Hold 0.67 % Chg in DII Hold -0.04 % PAT Qtr 1,393 Cr. PAT Prev Qtr 1,126 Cr.
RSI 40.8 MACD -92.9 Volume 4,44,723 Avg Vol 1Wk 4,47,089
Low price 3,323 ₹ High price 6,390 ₹ PEG Ratio 0.99 Debt to equity 0.01
52w Index 71.1 % Qtr Profit Var 15.7 % EPS 240 ₹ Industry PE 27.2

💹 Core Financials: Hero MotoCorp demonstrates strong fundamentals with ROE at 23.8% and ROCE at 31.5%, reflecting efficient capital utilization. Debt-to-equity ratio of 0.01 indicates a virtually debt-free balance sheet. Quarterly PAT improved from ₹1,126 Cr. to ₹1,393 Cr., showing a healthy 15.7% growth. Dividend yield of 3.00% provides attractive shareholder returns. EPS at ₹240 highlights strong earnings power.

📊 Valuation Indicators: Current P/E of 22.9 is slightly below the industry average of 27.2, suggesting fair valuation. Book value of ₹1,051 against CMP of ₹5,502 implies a P/B ratio of ~5.2, which is reasonable for a market leader. PEG ratio of 0.99 indicates valuation is aligned with growth prospects. Intrinsic value appears close to CMP, suggesting balanced risk-reward at current levels.

🏢 Business Model & Competitive Advantage: Hero MotoCorp is India’s largest two-wheeler manufacturer, with strong brand equity, extensive distribution network, and cost-efficient manufacturing. Its competitive advantage lies in scale, rural penetration, and trusted brand image. Diversified product portfolio across motorcycles and scooters ensures recurring demand and resilience against market cycles.

💰 Entry Zone Recommendation: Considering DMA 50 at ₹5,694 and DMA 200 at ₹5,232, the stock is trading slightly below short-term averages but above long-term support. A favorable entry zone would be ₹5,200–₹5,400 during corrections. Current levels are fairly valued, offering moderate upside potential.

📈 Long-Term Holding Guidance: Hero MotoCorp remains a fundamentally strong company with robust returns, low debt, and attractive dividends. Long-term investors can hold confidently, while new investors should accumulate gradually on dips for better risk-reward balance.


Positive

  • Strong ROE (23.8%) and ROCE (31.5%) reflect efficiency.
  • Debt-to-equity ratio of 0.01 ensures financial stability.
  • Quarterly PAT growth of 15.7% shows earnings momentum.
  • Dividend yield of 3.00% provides attractive income.

Limitation

  • P/B ratio (~5.2) indicates relatively expensive valuation.
  • Stock trading below DMA 50 shows short-term weakness.
  • MACD at -92.9 indicates bearish technical momentum.

Company Negative News

  • Marginal decline in DII holdings (-0.04%) signals reduced domestic institutional support.
  • Stock trading below DMA 50 indicates near-term weakness.

Company Positive News

  • Increase in FII holdings (+0.67%) reflects foreign investor confidence.
  • Quarterly PAT improved from ₹1,126 Cr. to ₹1,393 Cr.
  • Strong dividend yield supports investor sentiment.

Industry

  • Two-wheeler industry benefits from rising rural demand and urban mobility needs.
  • Industry P/E at 27.2 suggests peers trade at slightly higher valuations.
  • Competition from Bajaj Auto, TVS Motor, and Honda keeps pricing pressure high.

Conclusion

⚖️ Hero MotoCorp is a fundamentally strong company with excellent return ratios, low debt, and attractive dividends. Valuations are fair compared to industry peers. Long-term investors can hold confidently, while new investors should look for entry around ₹5,200–₹5,400 to optimize returns.

I can also prepare a peer comparison HTML snippet against Bajaj Auto and TVS Motor to highlight relative strengths and weaknesses if you'd like.

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