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INDHOTEL - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.8

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

Fundamental Rating: 3.8

Stock Code INDHOTEL Market Cap 90,509 Cr. Current Price 636 ₹ High / Low 822 ₹
Stock P/E 56.8 Book Value 80.5 ₹ Dividend Yield 0.35 % ROCE 16.6 %
ROE 13.1 % Face Value 1.00 ₹ DMA 50 644 ₹ DMA 200 692 ₹
Chg in FII Hold -1.86 % Chg in DII Hold 1.92 % PAT Qtr 570 Cr. PAT Prev Qtr 289 Cr.
RSI 49.1 MACD 4.73 Volume 15,20,251 Avg Vol 1Wk 17,78,848
Low price 565 ₹ High price 822 ₹ PEG Ratio 0.17 Debt to equity 0.10
52w Index 27.6 % Qtr Profit Var 21.6 % EPS 13.6 ₹ Industry PE 28.8

Core Financials:

Indian Hotels (INDHOTEL) shows solid fundamentals. ROE is 13.1% and ROCE 16.6%, reflecting decent efficiency. EPS at ₹13.6 is moderate, supported by strong quarterly PAT growth (₹570 Cr vs ₹289 Cr, +21.6%). Debt-to-equity is very low at 0.10, highlighting a strong balance sheet.

Valuation:

Stock P/E of 56.8 is significantly higher than industry average (28.8), suggesting overvaluation. PEG ratio of 0.17 highlights undervaluation relative to growth, balancing the high P/E concern. Price-to-book is ~7.9, expensive relative to intrinsic value. Dividend yield of 0.35% provides minimal income support.

Business Model & Health:

Indian Hotels operates in hospitality and luxury hotels, benefiting from tourism recovery and premium brand positioning. Competitive advantage lies in strong brand equity, diversified portfolio, and debt-light structure. However, valuations remain stretched compared to peers.

Entry Zone:

Ideal entry zone: ₹610–₹630. Current price ₹636 is near fair entry. Long-term holding is viable given strong fundamentals, but investors should monitor valuation risks.

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Positive

- Strong ROCE (16.6%) and ROE (13.1%)

- Debt-to-equity very low (0.10)

- PEG ratio (0.17) indicates undervaluation relative to growth

- Quarterly PAT growth (+21.6%)

- DII holdings increased (+1.92%)

Limitation

- High P/E (56.8) vs industry (28.8)

- Price-to-book (~7.9) expensive

- Dividend yield negligible (0.35%)

- RSI 49.1 indicates neutral momentum

Company Negative News

- FII holdings reduced (-1.86%)

- Valuation concerns due to premium multiples

Company Positive News

- Quarterly PAT growth (₹570 Cr vs ₹289 Cr)

- DII confidence improved (+1.92%)

- Technical indicators show mild bullishness (MACD 4.73)

Industry

Hospitality sector trades at industry P/E of 28.8, supported by tourism recovery and premium demand. Indian Hotels trades at a premium due to brand strength and strong fundamentals, but valuation risks remain.

Conclusion

Indian Hotels is fundamentally strong with decent efficiency, low debt, and strong brand positioning. Rating: 3.8. Entry near ₹610–₹630 is preferable. Long-term holding (5+ years) is justified, with exit strategy around ₹800–₹820 if fundamentals stagnate.

Would you like me to also prepare a hospitality sector peer comparison HTML table (Indian Hotels vs ITC Hotels vs EIH) so you can benchmark valuation, ROE, and debt levels side by side?

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