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HUDCO - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.7

Last Updated Time : 19 Mar 26, 07:10 pm

Fundamental Rating: 3.7

Stock Code HUDCO Market Cap 35,752 Cr. Current Price 179 ₹ High / Low 254 ₹
Stock P/E 12.8 Book Value 90.1 ₹ Dividend Yield 2.32 % ROCE 9.62 %
ROE 15.7 % Face Value 10.0 ₹ DMA 50 193 ₹ DMA 200 212 ₹
Chg in FII Hold 0.03 % Chg in DII Hold 0.54 % PAT Qtr 713 Cr. PAT Prev Qtr 710 Cr.
RSI 42.4 MACD -6.24 Volume 35,11,090 Avg Vol 1Wk 32,82,176
Low price 167 ₹ High price 254 ₹ PEG Ratio 0.78 Debt to equity 7.03
52w Index 13.0 % Qtr Profit Var -3.00 % EPS 13.9 ₹ Industry PE 18.0

📊 Core Financials

  • Quarterly PAT stable at ₹713 Cr. vs ₹710 Cr. (~0.4% sequential growth, ~3% YoY decline).
  • ROE: 15.7% → decent profitability.
  • ROCE: 9.62% → moderate capital efficiency.
  • Debt-to-equity: 7.03 → very high leverage, typical for housing finance institutions.
  • Dividend Yield: 2.32% → attractive shareholder returns.

💹 Valuation Indicators

  • P/E Ratio: 12.8 vs Industry PE 18.0 → undervalued compared to peers.
  • P/B Ratio: 1.99 (Current Price ₹179 / Book Value ₹90.1) → fairly valued relative to assets.
  • PEG Ratio: 0.78 → valuation supported by earnings growth.
  • Intrinsic Value: Current price below fair value, offering upside potential.

🏢 Business Model & Competitive Advantage

  • HUDCO (Housing and Urban Development Corporation) operates in housing finance and infrastructure lending.
  • Business model relies on government-backed projects, affordable housing, and urban development financing.
  • Competitive advantage: Strong government support, niche focus on housing and infrastructure finance.

📈 Entry Zone & Long-Term Guidance

  • Entry Zone: Attractive near ₹170–₹180 (close to support levels, RSI at 42.4 indicates neutral momentum).
  • Long-Term Holding: Suitable for investors seeking undervalued PSU exposure with stable dividends, though high leverage adds risk.


✅ Positive

  • Undervalued P/E ratio compared to industry average.
  • Dividend yield of 2.32% provides attractive shareholder returns.
  • FII holdings increased (+0.03%) and DII holdings increased (+0.54%), showing institutional confidence.

⚠️ Limitation

  • High debt-to-equity ratio (7.03) increases financial risk.
  • ROCE at 9.62% is moderate compared to industry leaders.
  • Quarterly profit variation shows slight decline (-3%).

📉 Company Negative News

  • Stock trading below 50 DMA (₹193) and 200 DMA (₹212), indicating weak momentum.
  • MACD at -6.24 signals bearish technical trend.

📈 Company Positive News

  • Stable PAT performance despite high leverage.
  • Institutional holdings (FII + DII) show net positive inflows.

🌐 Industry

  • Housing finance industry PE at 18.0, higher than HUDCO’s 12.8, showing relative undervaluation.
  • Industry growth driven by affordable housing demand, government schemes, and urban infrastructure expansion.

🔎 Conclusion

  • HUDCO is fundamentally stable with government backing, decent ROE, and attractive dividend yield.
  • Valuation is attractive compared to peers, but high leverage poses risks.
  • Best strategy: Accumulate near ₹170–₹180 and hold long-term to benefit from India’s housing and infrastructure finance growth story.

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