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IGL - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.9

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

Fundamental Rating: 3.9

Stock Code IGL Market Cap 22,032 Cr. Current Price 157 ₹ High / Low 229 ₹
Stock P/E 15.3 Book Value 70.0 ₹ Dividend Yield 2.70 % ROCE 20.8 %
ROE 15.7 % Face Value 2.00 ₹ DMA 50 171 ₹ DMA 200 192 ₹
Chg in FII Hold -0.21 % Chg in DII Hold 0.09 % PAT Qtr 359 Cr. PAT Prev Qtr 373 Cr.
RSI 38.6 MACD -4.67 Volume 17,37,685 Avg Vol 1Wk 30,22,780
Low price 152 ₹ High price 229 ₹ PEG Ratio 4.55 Debt to equity 0.01
52w Index 6.81 % Qtr Profit Var 25.4 % EPS 10.3 ₹ Industry PE 14.4

📊 Financial Overview

  • Revenue & Profitability: PAT declined slightly from ₹373 Cr. to ₹359 Cr. (QoQ), showing mild earnings pressure.
  • Margins: ROE at 15.7% and ROCE at 20.8% are solid, reflecting healthy profitability and efficiency.
  • Debt: Debt-to-equity ratio of 0.01 indicates a nearly debt-free balance sheet.
  • Cash Flow: EPS of ₹10.3 is modest, limiting earnings strength relative to valuation.

💹 Valuation Metrics

  • P/E Ratio: 15.3 vs Industry PE of 14.4 → slightly overvalued compared to peers.
  • P/B Ratio: Price ₹157 vs Book Value ₹70 → trading at a premium.
  • PEG Ratio: 4.55 → suggests valuation is expensive relative to growth.
  • Intrinsic Value: Fundamentals are decent, but valuation looks stretched given modest EPS.

🏢 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 rising demand for clean energy alternatives.

📈 Entry Zone & Long-Term Guidance

  • Entry Zone: ₹150–160 range looks safer given technical weakness and valuation.
  • Long-Term Holding: Suitable for investors seeking exposure to clean energy distribution. Monitor profitability consistency and growth outlook.

✅ Positive

  • Debt-free balance sheet (Debt-to-equity 0.01).
  • Strong ROCE (20.8%) and ROE (15.7%).
  • Dividend yield of 2.70% provides steady income.
  • DII holdings increased (+0.09%).

⚠️ Limitation

  • PEG ratio (4.55) indicates expensive valuation relative to growth.
  • EPS of ₹10.3 is modest relative to price.
  • Stock trading below DMA 50 & DMA 200, showing bearish technical trend.

📉 Company Negative News

  • FII holdings decreased (-0.21%).
  • Quarterly PAT declined slightly (₹373 Cr. to ₹359 Cr.).
  • Stock corrected from high of ₹229 to current ₹157.

📈 Company Positive News

  • Dividend yield of 2.70% supports investor returns.
  • DII inflows (+0.09%) reflect domestic institutional support.
  • Strong ROCE and ROE highlight operational efficiency.

🏦 Industry

  • Industry PE at 14.4 highlights sector trades at slightly lower multiples than IGL.
  • City gas distribution sector growth supported by government clean energy initiatives and rising demand for CNG/PNG.

🔎 Conclusion

  • IGL is fundamentally strong with excellent ROCE/ROE and debt-free status but faces valuation concerns and modest EPS growth.
  • Entry around ₹150–160 is favorable for long-term investors.
  • Strong long-term holding potential given clean energy demand, but monitor institutional flows and earnings consistency.

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