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ICICIBANK - Fundamental Analysis: Financial Health & Valuation

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Rating: 4.2

Last Updated Time : 04 May 26, 11:58 am

Fundamental Rating: 4.2

Stock Code ICICIBANK Market Cap 9,05,447 Cr. Current Price 1,263 ₹ High / Low 1,500 ₹
Stock P/E 18.1 Book Value 467 ₹ Dividend Yield 0.87 % ROCE 6.92 %
ROE 16.0 % Face Value 2.00 ₹ DMA 50 1,318 ₹ DMA 200 1,350 ₹
Chg in FII Hold -9.39 % Chg in DII Hold -6.80 % PAT Qtr 13,702 Cr. PAT Prev Qtr 11,318 Cr.
RSI 40.3 MACD 0.08 Volume 1,92,13,540 Avg Vol 1Wk 1,60,76,936
Low price 1,188 ₹ High price 1,500 ₹ PEG Ratio 1.11 Debt to equity 5.74
52w Index 24.3 % Qtr Profit Var 8.49 % EPS 70.0 ₹ Industry PE 15.0

Positive

- Strong ROE (16.0%) highlights solid shareholder returns.

- EPS of ₹70.0 reflects consistent profitability.

- P/E ratio of 18.1 is reasonable compared to industry average (15.0).

- PEG ratio of 1.11 suggests fair valuation relative to growth.

- Quarterly PAT growth of 8.49% shows earnings resilience.

- Large market cap (₹9,05,447 Cr.) ensures scale and stability.

Limitation

- High debt-to-equity ratio (5.74) raises leverage concerns.

- ROCE at 6.92% is modest, showing limited capital efficiency.

- Current price (₹1,263) below both 50 DMA (₹1,318) and 200 DMA (₹1,350), reflecting weak technical sentiment.

- RSI at 40.3 and MACD (0.08) show neutral-to-bearish momentum.

- Significant decline in institutional holdings (FII -9.39%, DII -6.80%) weakens sentiment.

Company Negative News

- Reduced institutional participation adds pressure on valuations.

- Technical weakness with price trading below key moving averages.

Company Positive News

- Quarterly PAT improved to ₹13,702 Cr. from ₹11,318 Cr.

- EPS growth supports long-term fundamentals.

- Large-scale operations and diversified banking services strengthen resilience.

Industry

- Banking sector trading at industry P/E of 15.0, slightly lower than ICICI Bank’s 18.1.

- Sector growth driven by credit expansion, digital adoption, and retail lending.

- ICICI Bank’s competitive advantage lies in strong retail franchise, digital banking leadership, and diversified loan book.

Conclusion

ICICI Bank demonstrates strong fundamentals with consistent profitability, fair valuation, and scale. However, high leverage, modest ROCE, and reduced institutional support limit short-term attractiveness.

Entry Zone: Attractive accumulation range between ₹1,240–₹1,260 near support levels.

Long-Term Guidance: Suitable for investors seeking exposure to private sector banking with strong fundamentals. Expect steady returns with upside tied to credit growth and digital expansion.

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