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LEMONTREE - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.5

Last Updated Time : 04 May 26, 11:33 am

Fundamental Rating: 3.5

Stock Code LEMONTREE Market Cap 9,316 Cr. Current Price 118 ₹ High / Low 181 ₹
Stock P/E 80.7 Book Value 16.4 ₹ Dividend Yield 0.00 % ROCE 11.2 %
ROE 8.33 % Face Value 10.0 ₹ DMA 50 117 ₹ DMA 200 135 ₹
Chg in FII Hold 0.09 % Chg in DII Hold -3.78 % PAT Qtr 36.4 Cr. PAT Prev Qtr 22.6 Cr.
RSI 54.4 MACD 2.02 Volume 23,58,193 Avg Vol 1Wk 28,70,298
Low price 99.6 ₹ High price 181 ₹ PEG Ratio 0.80 Debt to equity 0.28
52w Index 22.2 % Qtr Profit Var 27.8 % EPS 1.29 ₹ Industry PE 28.8

📊 Lemon Tree Hotels shows moderate fundamentals with a market cap of ₹9,316 Cr. and current price of ₹118, trading near its 50 DMA (₹117). Efficiency metrics are modest — ROE at 8.33% and ROCE at 11.2% — while valuations are stretched with a P/E of 80.7 compared to the industry average of 28.8. Debt-to-equity at 0.28 is manageable, and PEG ratio at 0.80 suggests reasonable growth-adjusted valuation. EPS remains low at ₹1.29, though quarterly PAT growth (+27.8%) indicates improving profitability. Institutional flows are mixed, with FIIs slightly positive (+0.09%) but DIIs reducing (-3.78%).

💡 Entry Zone: ₹112–₹118 (near 50 DMA support)

📈 Long-Term Holding: Suitable for cautious accumulation on dips, but limited upside due to high valuations and modest return ratios. Investors should monitor earnings consistency and sector recovery before long-term commitment.

✅ Positive

  • Quarterly PAT growth (+27.8%) shows improving profitability
  • PEG ratio (0.80) indicates reasonable growth-adjusted valuation
  • Debt-to-equity ratio (0.28) remains manageable
  • FIIs slightly increased holdings (+0.09%)

⚠️ Limitation

  • High valuation (P/E 80.7 vs industry 28.8)
  • Low EPS (₹1.29) limits earnings strength
  • Weak ROE (8.33%) and ROCE (11.2%) compared to peers
  • DIIs reduced holdings (-3.78%), showing reduced domestic confidence

📉 Company Negative News

  • High valuation pressure compared to sector peers
  • Weak efficiency metrics despite revenue growth
  • No dividend yield, limiting shareholder returns

📈 Company Positive News

  • PAT improved significantly (₹22.6 Cr → ₹36.4 Cr)
  • Technical indicators supportive (RSI 54.4, MACD positive)
  • Debt levels remain under control

🏭 Industry

  • Hospitality sector trades at lower P/E (28.8), making Lemon Tree relatively expensive
  • Industry outlook supported by tourism recovery and rising demand in mid-market hotels

🔎 Conclusion

Lemon Tree Hotels shows improving profitability and manageable debt, but valuations remain stretched with weak efficiency metrics. Entry near ₹112–₹118 offers a risk-managed opportunity. Long-term investors should accumulate cautiously, focusing on earnings consistency and sector recovery trends.

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