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HINDPETRO - Fundamental Analysis: Financial Health & Valuation

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Rating: 4

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

Fundamental Rating: 4.0

Stock Code HINDPETRO Market Cap 91,837 Cr. Current Price 431 ₹ High / Low 508 ₹
Stock P/E 5.88 Book Value 244 ₹ Dividend Yield 2.43 % ROCE 11.8 %
ROE 16.9 % Face Value 10.0 ₹ DMA 50 452 ₹ DMA 200 430 ₹
Chg in FII Hold 1.87 % Chg in DII Hold -1.60 % PAT Qtr 4,072 Cr. PAT Prev Qtr 3,830 Cr.
RSI 41.6 MACD -10.8 Volume 46,36,553 Avg Vol 1Wk 52,96,052
Low price 288 ₹ High price 508 ₹ PEG Ratio 1.07 Debt to equity 1.16
52w Index 65.1 % Qtr Profit Var 34.7 % EPS 73.4 ₹ Industry PE 9.25

💹 Core Financials: Hindustan Petroleum (HINDPETRO) shows solid profitability with ROE at 16.9% and ROCE at 11.8%, reflecting moderate efficiency. Debt-to-equity ratio of 1.16 indicates relatively high leverage, typical for the oil & gas sector. Quarterly PAT improved from ₹3,830 Cr. to ₹4,072 Cr., showing strong earnings growth of 34.7%. Dividend yield of 2.43% provides decent shareholder returns. EPS at ₹73.4 highlights strong earnings power.

📊 Valuation Indicators: Current P/E of 5.88 is significantly lower than the industry average of 9.25, suggesting undervaluation. Book value of ₹244 against CMP of ₹431 implies a P/B ratio of ~1.77, which is reasonable. PEG ratio of 1.07 indicates fair valuation relative to growth prospects. Intrinsic value appears higher than CMP, pointing to potential upside.

🏢 Business Model & Competitive Advantage: HINDPETRO operates in refining, marketing, and distribution of petroleum products. Its competitive advantage lies in strong brand presence, extensive retail network, and government backing. However, profitability remains sensitive to crude oil price fluctuations and regulatory controls.

💰 Entry Zone Recommendation: Considering DMA 50 at ₹452 and DMA 200 at ₹430, the stock is trading near long-term support. A favorable entry zone would be ₹400–₹420 during corrections. Current levels appear undervalued relative to intrinsic metrics.

📈 Long-Term Holding Guidance: HINDPETRO remains a fundamentally stable company with strong earnings, decent dividends, and government support. Long-term investors can hold confidently, while new investors should accumulate gradually on dips for better risk-reward balance.


Positive

  • Strong PAT growth of 34.7% shows earnings momentum.
  • ROE (16.9%) reflects healthy profitability.
  • P/E ratio (5.88) is lower than industry average, suggesting undervaluation.
  • Dividend yield of 2.43% provides decent income.

Limitation

  • Debt-to-equity ratio of 1.16 indicates relatively high leverage.
  • ROCE at 11.8% is modest compared to peers.
  • Stock trading below DMA 50 shows short-term weakness.

Company Negative News

  • Decline in DII holdings (-1.60%) signals reduced domestic institutional support.
  • High dependence on crude oil price fluctuations impacts margins.

Company Positive News

  • Increase in FII holdings (+1.87%) reflects strong foreign investor confidence.
  • Quarterly PAT improved from ₹3,830 Cr. to ₹4,072 Cr.
  • Strong retail network and government backing support stability.

Industry

  • Oil & gas industry benefits from rising energy demand in India.
  • Industry P/E at 9.25 suggests peers trade at higher valuations.
  • Competition from IOC, BPCL, and Reliance keeps pricing pressure high.

Conclusion

⚖️ HINDPETRO is a fundamentally stable company with strong earnings, decent dividends, and undervaluation compared to industry peers. Long-term investors can hold confidently, while new investors should look for entry around ₹400–₹420 to optimize returns.

Would you like me to also prepare a peer comparison HTML snippet against BPCL and IOC to highlight relative strengths and weaknesses in the oil & gas sector?

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