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IGL - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.7

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

Fundamental Rating: 3.7

Stock Code IGL Market Cap 24,424 Cr. Current Price 174 ₹ High / Low 229 ₹
Stock P/E 17.9 Book Value 70.0 ₹ Dividend Yield 2.44 % ROCE 20.8 %
ROE 15.7 % Face Value 2.00 ₹ DMA 50 188 ₹ DMA 200 201 ₹
Chg in FII Hold -0.21 % Chg in DII Hold 0.09 % PAT Qtr 373 Cr. PAT Prev Qtr 356 Cr.
RSI 36.1 MACD -4.28 Volume 7,87,550 Avg Vol 1Wk 18,96,555
Low price 171 ₹ High price 229 ₹ PEG Ratio 5.31 Debt to equity 0.01
52w Index 5.46 % Qtr Profit Var -13.6 % EPS 9.74 ₹ Industry PE 19.8

📊 Core Financials

  • Revenue & Profitability: PAT rose from 356 Cr. to 373 Cr. QoQ, but quarterly profit variation shows -13.6%, indicating earnings pressure.
  • Margins: ROE at 15.7% and ROCE at 20.8% are healthy, reflecting good efficiency and shareholder returns.
  • Debt: Debt-to-equity ratio of 0.01 highlights a virtually debt-free balance sheet, ensuring strong financial stability.
  • Cash Flow: Dividend yield of 2.44% provides decent shareholder reward.

💹 Valuation Indicators

  • P/E Ratio: 17.9 vs Industry PE of 19.8 → slightly undervalued compared to peers.
  • P/B Ratio: Current Price (174 ₹) / Book Value (70 ₹) ≈ 2.49, moderately priced.
  • PEG Ratio: 5.31 suggests valuation is stretched relative to growth prospects.
  • Intrinsic Value: Current price near support (171 ₹) offers limited downside risk compared to high of 229 ₹.

🏦 Business Model & Competitive Advantage

  • Indraprastha Gas Limited (IGL) operates in city gas distribution, supplying CNG and PNG to households, industries, and vehicles.
  • Competitive advantage lies in strong distribution network, government support, and monopoly-like presence in NCR region.
  • Overall health is stable, with consistent profitability and minimal debt, though growth prospects are slowing.

📈 Entry Zone & Long-Term Guidance

  • Entry Zone: Attractive entry between 170 ₹ – 180 ₹, near support levels.
  • Long-Term Holding: Suitable for conservative investors seeking stable returns and dividends, but monitor earnings growth and regulatory changes.

✅ Positive

  • Debt-free balance sheet ensures financial stability.
  • Healthy ROE (15.7%) and ROCE (20.8%).
  • Dividend yield of 2.44% provides steady income.

⚠️ Limitation

  • PEG ratio (5.31) indicates valuation mismatch with growth.
  • Quarterly profit variation (-13.6%) shows earnings inconsistency.
  • Stock trading below DMA 50 (188 ₹) and DMA 200 (201 ₹) indicates technical weakness.

📉 Company Negative News

  • FII holdings decreased (-0.21%), showing reduced foreign investor confidence.
  • Bearish technical indicators with RSI (36.1) and MACD (-4.28).

📈 Company Positive News

  • DII holdings increased (+0.09%), reflecting domestic institutional support.
  • PAT improved QoQ, showing operational strength despite margin pressure.

🏭 Industry

  • Industry PE at 19.8 is slightly higher than IGL’s PE, highlighting relative undervaluation.
  • City gas distribution sector growth driven by clean energy adoption and government initiatives.
  • Competition from other gas distributors remains limited in NCR, giving IGL strong market positioning.

🔎 Conclusion

  • IGL offers stability with strong returns and a debt-free balance sheet.
  • Valuation is fair compared to peers, but growth prospects appear stretched.
  • Best suited for long-term investors entering near 170–180 ₹, with potential upside as clean energy demand expands.

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