⚠ Disclaimer: This report is generated using AI tools and is for informational purposes only. It does not constitute investment advice. Please consult a registered financial advisor before making any investment decisions.

IIFL - Fundamental Analysis: Financial Health & Valuation

Back to List

Rating: 3.4

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

Fundamental Rating: 3.4

Stock Code IIFL Market Cap 19,519 Cr. Current Price 459 ₹ High / Low 675 ₹
Stock P/E 16.9 Book Value 178 ₹ Dividend Yield 0.87 % ROCE 12.2 %
ROE 16.4 % Face Value 2.00 ₹ DMA 50 473 ₹ DMA 200 492 ₹
Chg in FII Hold 0.39 % Chg in DII Hold -2.07 % PAT Qtr 509 Cr. PAT Prev Qtr 301 Cr.
RSI 51.0 MACD -7.09 Volume 1,83,58,644 Avg Vol 1Wk 92,34,933
Low price 337 ₹ High price 675 ₹ PEG Ratio 1.32 Debt to equity 5.18
52w Index 36.1 % Qtr Profit Var 1,225 % EPS 27.1 ₹ Industry PE 18.2

Core Financials:

IIFL shows moderate fundamentals. ROE is healthy at 16.4%, but ROCE is weaker at 12.2%. EPS at ₹27.1 is decent, supported by strong quarterly PAT growth (₹509 Cr vs ₹301 Cr). However, debt-to-equity is high at 5.18, raising leverage concerns.

Valuation:

Stock P/E of 16.9 is slightly below industry average (18.2), suggesting fair valuation. PEG ratio of 1.32 indicates moderate growth alignment. Price-to-book is ~2.58, reasonable but not cheap. Dividend yield of 0.87% provides limited income support.

Business Model & Health:

IIFL operates as a diversified financial services firm with strong retail lending and wealth management presence. Competitive advantage lies in its diversified portfolio and strong retail franchise. However, high leverage and volatility in institutional holdings limit stability.

Entry Zone:

Ideal entry zone: ₹420–₹440. Current price ₹459 is slightly above fair entry. Long-term holding is viable if debt levels reduce and ROCE improves.

---

Positive

- Strong quarterly PAT growth (+1,225%)

- Healthy ROE (16.4%)

- EPS at ₹27.1 supports valuation

- P/E slightly below industry average

Limitation

- High debt-to-equity (5.18)

- ROCE relatively weak (12.2%)

- Technical weakness: RSI 51.0, negative MACD (-7.09)

- DII holdings declined (-2.07%)

Company Negative News

- Institutional confidence weakened with DII reduction

- Technical indicators show bearish momentum

Company Positive News

- Strong quarterly profit growth (₹509 Cr vs ₹301 Cr)

- FII holdings increased (+0.39%)

- Retail franchise continues to expand

Industry

Financial services sector trades at industry P/E of 18.2, supported by credit demand and diversified offerings. Peer firms show stronger ROCE and balance sheet efficiency, highlighting IIFL’s leverage risk.

Conclusion

IIFL offers moderate fundamentals with strong earnings momentum but high leverage risk. Rating: 3.4. Entry near ₹420–₹440 is preferable, with a 2–4 year horizon contingent on debt reduction and ROCE improvement. Exit strategy around ₹650–₹675 if fundamentals stagnate.

Would you like me to extend this into a peer comparison HTML table (IIFL vs IFCI vs IDFC First Bank) so you can benchmark valuation, ROE, ROCE, and debt side by side?

NIFTY 50 - Fundamental Stock Watchlist

NEXT 50 - Fundamental Stock Watchlist

MIDCAP - Fundamental Stock Watchlist

SMALLCAP - Fundamental Stock Watchlist