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HONAUT - 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 HONAUT Market Cap 29,017 Cr. Current Price 32,940 ₹ High / Low 41,600 ₹
Stock P/E 56.2 Book Value 4,738 ₹ Dividend Yield 0.32 % ROCE 18.4 %
ROE 13.7 % Face Value 10.0 ₹ DMA 50 33,750 ₹ DMA 200 36,282 ₹
Chg in FII Hold 0.46 % Chg in DII Hold -0.46 % PAT Qtr 120 Cr. PAT Prev Qtr 125 Cr.
RSI 48.4 MACD -411 Volume 1,425 Avg Vol 1Wk 8,214
Low price 30,590 ₹ High price 41,600 ₹ PEG Ratio 3.60 Debt to equity 0.02
52w Index 21.3 % Qtr Profit Var 3.82 % EPS 584 ₹ Industry PE 29.2

💹 Core Financials: Honeywell Automation (HONAUT) shows moderate profitability with ROE at 13.7% and ROCE at 18.4%, reflecting average efficiency. Debt-to-equity ratio of 0.02 indicates a virtually debt-free balance sheet. Quarterly PAT declined slightly from ₹125 Cr. to ₹120 Cr., showing a contraction of 3.82%. Dividend yield of 0.32% is modest, offering limited income. EPS at ₹584 highlights strong earnings power, though growth momentum remains weak.

📊 Valuation Indicators: Current P/E of 56.2 is significantly higher than the industry average of 29.2, suggesting overvaluation. Book value of ₹4,738 against CMP of ₹32,940 implies a P/B ratio of ~6.9, which is expensive. PEG ratio of 3.60 indicates stretched valuation relative to growth prospects. Intrinsic value appears lower than CMP, pointing to limited upside at current levels.

🏢 Business Model & Competitive Advantage: HONAUT operates in industrial automation, process solutions, and technology integration. Its competitive advantage lies in strong brand reputation, advanced technology offerings, and global expertise. However, earnings remain under pressure due to cyclical demand, high competition, and reliance on industrial capex cycles.

💰 Entry Zone Recommendation: Considering DMA 50 at ₹33,750 and DMA 200 at ₹36,282, the stock is trading below both averages, showing weakness. A favorable entry zone would be ₹30,500–₹31,500 during corrections. Current levels remain overvalued relative to intrinsic metrics.

📈 Long-Term Holding Guidance: HONAUT remains a fundamentally strong company with global expertise and niche positioning in automation. Long-term investors can hold cautiously, while new investors should wait for dips to improve risk-reward balance.


Positive

  • Debt-to-equity ratio of 0.02 ensures financial stability.
  • EPS of ₹584 reflects strong earnings power.
  • Strong brand reputation and global expertise in automation.
  • FII holdings increased (+0.46%), showing foreign investor confidence.

Limitation

  • ROE (13.7%) and ROCE (18.4%) reflect only moderate efficiency.
  • P/E ratio (56.2) is much higher than industry average (29.2).
  • P/B ratio (~6.9) indicates expensive valuation.
  • Dividend yield of 0.32% offers limited income.

Company Negative News

  • Decline in DII holdings (-0.46%) signals reduced domestic institutional support.
  • Quarterly PAT declined from ₹125 Cr. to ₹120 Cr.
  • MACD at -411 indicates bearish technical momentum.

Company Positive News

  • Increase in FII holdings (+0.46%) reflects foreign investor confidence.
  • Strong demand outlook in industrial automation and process solutions.
  • Debt-free balance sheet supports financial resilience.

Industry

  • Industrial automation industry benefits from rising demand for efficiency and digitalization.
  • Industry P/E at 29.2 suggests peers trade at lower valuations.
  • Competition from Siemens, ABB, and Schneider Electric keeps pricing pressure high.

Conclusion

⚖️ HONAUT is a fundamentally strong company with global expertise and strong earnings power, but valuations are stretched and profitability growth is modest. Long-term investors can hold cautiously, while new investors should look for entry around ₹30,500–₹31,500 to optimize returns.

Would you like me to also prepare a peer comparison HTML snippet against ABB India and Siemens India to highlight relative strengths and weaknesses in the automation sector?

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