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LICI - Fundamental Analysis: Financial Health & Valuation

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Rating: 4.2

Last Updated Time : 02 Feb 26, 01:17 pm

Fundamental Rating: 4.2

Stock Code LICI Market Cap 5,05,398 Cr. Current Price 799 ₹ High / Low 980 ₹
Stock P/E 9.89 Book Value 223 ₹ Dividend Yield 1.50 % ROCE 53.4 %
ROE 46.0 % Face Value 10.0 ₹ DMA 50 846 ₹ DMA 200 874 ₹
Chg in FII Hold 0.07 % Chg in DII Hold -0.02 % PAT Qtr 10,053 Cr. PAT Prev Qtr 10,987 Cr.
RSI 34.6 MACD -11.9 Volume 8,93,700 Avg Vol 1Wk 7,87,184
Low price 715 ₹ High price 980 ₹ PEG Ratio 0.08 Debt to equity 0.00
52w Index 31.6 % Qtr Profit Var 31.9 % EPS 80.8 ₹ Industry PE 80.8

📊 Financials: LIC (Life Insurance Corporation of India) has a massive market cap of 5,05,398 Cr. with strong profitability metrics. ROE at 46.0% and ROCE at 53.4% are exceptionally high, reflecting strong efficiency. Debt-to-equity ratio is 0.00, showing a debt-free balance sheet. EPS stands at 80.8 ₹, supported by quarterly PAT of 10,053 Cr. (slightly lower than 10,987 Cr. in the previous quarter). Cash flows remain robust given the insurance business model.

💹 Valuation: Current P/E of 9.89 is far below the industry average of 80.8, suggesting significant undervaluation. P/B ratio is ~3.58 (799 ₹ / 223 ₹), which is reasonable for a financial institution. PEG ratio of 0.08 indicates strong earnings growth relative to valuation. Intrinsic value appears higher than current market price, making the stock attractive for long-term investors.

🏦 Business Model & Competitive Advantage: LIC is India’s largest life insurer with unparalleled brand recognition, distribution network, and customer trust. Its competitive advantage lies in scale, government backing, and dominance in the insurance sector. However, profitability is sensitive to investment returns and regulatory changes.

📈 Entry Zone: With RSI at 34.6 (near oversold) and support around 715–750 ₹, accumulation in this zone is favorable. Current price at 799 ₹ remains attractive compared to intrinsic value, offering a good entry point for long-term investors.

🕰️ Long-Term Holding Guidance: LIC is fundamentally strong, undervalued, and offers stable dividends (1.50% yield). Long-term holding is recommended given its dominant market position, strong return metrics, and growth potential in India’s underpenetrated insurance sector.


Positive

  • Exceptionally high ROE (46%) and ROCE (53.4%).
  • Debt-free balance sheet ensures financial stability.
  • Strong EPS (80.8 ₹) and robust quarterly PAT.
  • Undervalued compared to industry P/E (9.89 vs 80.8).

Limitation

  • Quarterly PAT declined slightly (10,053 Cr. vs 10,987 Cr.).
  • Stock price below DMA 50 and DMA 200, showing weak momentum.
  • Low RSI (34.6) indicates near oversold but also weak sentiment.

Company Negative News

  • Short-term profit decline in the latest quarter.
  • Minor reduction in DII holdings (-0.02%).

Company Positive News

  • FII holdings increased by 0.07%, showing foreign investor confidence.
  • Strong long-term growth outlook in India’s insurance sector.

Industry

  • Insurance industry in India is underpenetrated, offering strong growth potential.
  • Industry P/E at 80.8 highlights LIC’s undervaluation.

Conclusion

⚖️ LIC is a fundamentally strong, undervalued stock with exceptional return metrics and a debt-free balance sheet. Entry around 715–750 ₹ is favorable, and long-term holding is recommended given its dominant market position and growth potential in India’s insurance sector.

Would you like me to also prepare a comparative HTML table showing LIC vs. industry averages for quick visualization of valuation and profitability gaps?

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