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MINDACORP - Fundamental Analysis: Financial Health & Valuation

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Rating: 2.9

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

Fundamental Rating: 2.9

Stock Code MINDACORP Market Cap 13,220 Cr. Current Price 552 ₹ High / Low 644 ₹
Stock P/E 73.3 Book Value 87.2 ₹ Dividend Yield 0.25 % ROCE 11.8 %
ROE 11.2 % Face Value 2.00 ₹ DMA 50 571 ₹ DMA 200 551 ₹
Chg in FII Hold 0.37 % Chg in DII Hold -0.09 % PAT Qtr 47.0 Cr. PAT Prev Qtr 41.8 Cr.
RSI 45.0 MACD -9.18 Volume 1,61,447 Avg Vol 1Wk 1,59,481
Low price 445 ₹ High price 644 ₹ PEG Ratio 8.79 Debt to equity 0.75
52w Index 53.7 % Qtr Profit Var -25.0 % EPS 7.55 ₹ Industry PE 28.0

📊 Financials: Minda Corporation has a market cap of 13,220 Cr. with quarterly PAT at 47 Cr., up from 41.8 Cr., though profit variation is negative (-25%). ROE at 11.2% and ROCE at 11.8% reflect moderate efficiency. Debt-to-equity ratio of 0.75 indicates a leveraged balance sheet. EPS stands at 7.55 ₹, showing modest profitability. Cash flows are cyclical, tied to automotive demand and component sales.

💹 Valuation: Current P/E of 73.3 is far above the industry average of 28.0, suggesting significant overvaluation. P/B ratio is ~6.33 (552 ₹ / 87.2 ₹), which is steep relative to book value. PEG ratio of 8.79 highlights overpriced growth. Intrinsic value appears lower than current market price, making the stock unattractive at present levels despite sector demand.

🚗 Business Model & Competitive Advantage: Minda Corporation operates in automotive components, supplying wiring harnesses, safety systems, and electronics. Its competitive advantage lies in strong OEM relationships and diversified product portfolio. However, profitability is sensitive to raw material costs, cyclical auto demand, and competition from domestic and global players.

📈 Entry Zone: With RSI at 45.0 (neutral) and support around 500–520 ₹, accumulation is advisable only at lower levels. Current price at 552 ₹ remains expensive relative to fundamentals.

🕰️ Long-Term Holding Guidance: Minda Corporation is fundamentally stable but currently overvalued. Long-term holding is not recommended unless earnings growth accelerates and valuations normalize.


Positive

  • Strong OEM relationships and diversified product portfolio.
  • Quarterly PAT improved sequentially (47 Cr. vs 41.8 Cr.).
  • FII holdings increased by 0.37%, showing foreign investor interest.

Limitation

  • High P/E (73.3) compared to industry average (28.0).
  • P/B ratio (~6.33) is expensive relative to book value.
  • PEG ratio of 8.79 indicates overpriced growth.
  • ROE (11.2%) and ROCE (11.8%) are moderate.

Company Negative News

  • Quarterly profit variation negative (-25%).
  • DII holdings decreased by 0.09%, showing reduced domestic confidence.

Company Positive News

  • Sequential PAT improvement despite industry headwinds.
  • Strong foreign institutional investor support (+0.37%).

Industry

  • Automotive component sector benefits from rising vehicle demand and electrification trends.
  • Industry P/E at 28.0 highlights Minda Corporation’s overvaluation.

Conclusion

⚖️ Minda Corporation is a stable automotive component supplier but currently overvalued with weak profitability metrics. Entry is advisable only near 500–520 ₹, and long-term holding is not recommended unless earnings growth improves and valuations normalize.

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