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IDBI - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.6

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

Fundamental Rating: 3.6

Stock Code IDBI Market Cap 81,589 Cr. Current Price 75.9 ₹ High / Low 118 ₹
Stock P/E 8.58 Book Value 62.9 ₹ Dividend Yield 2.77 % ROCE 6.58 %
ROE 14.9 % Face Value 10.0 ₹ DMA 50 82.8 ₹ DMA 200 91.4 ₹
Chg in FII Hold 0.04 % Chg in DII Hold -0.04 % PAT Qtr 1,943 Cr. PAT Prev Qtr 1,935 Cr.
RSI 46.4 MACD -1.69 Volume 1,01,29,638 Avg Vol 1Wk 1,22,23,479
Low price 61.0 ₹ High price 118 ₹ PEG Ratio 0.23 Debt to equity 5.55
52w Index 25.9 % Qtr Profit Var -5.27 % EPS 8.85 ₹ Industry PE 15.0

Core Financials:

IDBI’s fundamentals remain moderate. ROE is decent at 14.9%, but ROCE is weak at 6.58%. EPS is low at ₹8.85, and quarterly profit variation shows contraction (-5.27%). Debt-to-equity is high at 5.55, reflecting leverage risk.

Valuation:

P/E of 8.58 is attractive compared to industry P/E of 15.0. PEG ratio of 0.23 highlights undervaluation relative to growth. Price-to-book is ~1.2, reasonable for banking. Dividend yield of 2.77% adds income support.

Business Model & Health:

IDBI operates as a government-backed mid-tier bank. Competitive advantage lies in restructuring progress and retail expansion. However, profitability metrics remain weaker than peers, limiting growth potential.

Entry Zone:

Ideal entry zone: ₹65–₹72. Current price ₹75.9 is slightly above fair entry. Long-term holding is viable only if debt levels reduce and ROCE improves.

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Positive

- Attractive P/E vs industry average

- Strong PEG ratio (0.23) indicates undervaluation

- Dividend yield of 2.77% supports investors

- Government backing provides stability

Limitation

- High debt-to-equity (5.55)

- Weak ROCE (6.58%)

- EPS remains low at ₹8.85

- Technical weakness: RSI 46.4, negative MACD (-1.69)

Company Negative News

- Profit contraction (-5.27% quarterly variation)

- High leverage continues to weigh on sentiment

Company Positive News

- Marginal improvement in quarterly PAT (₹1,943 Cr vs ₹1,935 Cr)

- Slight increase in FII holdings (+0.04%)

Industry

Banking sector trades at industry P/E of 15.0, supported by credit growth but facing margin pressures. Peer banks show stronger ROCE and profitability, highlighting IDBI’s relative weakness.

Conclusion

IDBI offers value-driven entry with moderate fundamentals. Rating: 3.6. Entry near ₹65–₹72 is preferable, with a 3–5 year horizon contingent on debt reduction and ROCE improvement. Exit strategy around ₹110–₹118 if fundamentals stagnate.

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