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JSWSTEEL - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.6

Last Updated Time : 04 May 26, 11:18 am

Fundamental Rating: 3.6

Stock Code JSWSTEEL Market Cap 3,09,228 Cr. Current Price 1,264 ₹ High / Low 1,307 ₹
Stock P/E 42.9 Book Value 341 ₹ Dividend Yield 0.22 % ROCE 10.2 %
ROE 8.89 % Face Value 1.00 ₹ DMA 50 1,213 ₹ DMA 200 1,149 ₹
Chg in FII Hold 0.00 % Chg in DII Hold 0.10 % PAT Qtr 979 Cr. PAT Prev Qtr 1,493 Cr.
RSI 59.1 MACD 25.4 Volume 15,12,691 Avg Vol 1Wk 21,06,340
Low price 935 ₹ High price 1,307 ₹ PEG Ratio -1.63 Debt to equity 0.84
52w Index 88.6 % Qtr Profit Var -28.4 % EPS 26.5 ₹ Industry PE 22.9

Financials: JSW Steel shows moderate fundamentals with ROCE at 10.2% and ROE at 8.89%. EPS of ₹26.5 supports profitability, but quarterly PAT declined to ₹979 Cr. from ₹1,493 Cr. Debt-to-equity ratio of 0.84 indicates significant leverage.

Valuation: P/E of 42.9 is well above industry average (22.9), suggesting overvaluation. PEG ratio of -1.63 highlights poor growth-adjusted valuation. Dividend yield of 0.22% offers minimal income support.

Business Model: JSW Steel operates in the steel sector with strengths in scale, product diversification, and domestic demand. Competitive advantage lies in integrated operations, but profitability remains under pressure.

Entry Zone: Reasonable entry between ₹1,200–₹1,250 near DMA 50 (₹1,213). Long-term holding requires monitoring debt levels and earnings recovery.

Positive

- EPS of ₹26.5 reflects earnings base

- Strong 52-week index performance (+88.6%) shows price momentum

- Trading above DMA 50 and DMA 200 supports technical strength

- Domestic institutional inflows (+0.10%) add confidence

Limitation

- ROE (8.89%) and ROCE (10.2%) are modest compared to peers

- High P/E (42.9) vs industry average (22.9) indicates overvaluation

- Negative PEG ratio (-1.63) reflects poor growth-adjusted valuation

- Dividend yield of 0.22% offers limited income appeal

- Quarterly PAT declined (-28.4%)

Company Negative News

- Profit decline from ₹1,493 Cr. to ₹979 Cr.

- Valuation stretched relative to industry peers

- Earnings volatility raises investor concerns

Company Positive News

- Technical indicators (RSI 59.1, MACD 25.4) show bullish bias

- Domestic institutional inflows (+0.10%) provide support

Industry

- Steel sector benefits from infrastructure and construction demand

- Industry P/E at 22.9 highlights JSW Steel trading at a premium

Conclusion

JSW Steel presents moderate fundamentals with strong sector positioning but suffers from stretched valuations, modest return ratios, and declining profitability. Entry around ₹1,200–₹1,250 offers a cautious opportunity. Long-term investors should monitor debt management and earnings recovery before committing to sustained holding.

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