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MRF - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.6

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

Fundamental Rating: 3.6

Stock Code MRF Market Cap 55,012 Cr. Current Price 1,29,710 ₹ High / Low 1,63,600 ₹
Stock P/E 24.7 Book Value 45,019 ₹ Dividend Yield 0.18 % ROCE 13.8 %
ROE 10.5 % Face Value 10.0 ₹ DMA 50 1,35,871 ₹ DMA 200 1,41,006 ₹
Chg in FII Hold -0.20 % Chg in DII Hold -0.25 % PAT Qtr 736 Cr. PAT Prev Qtr 512 Cr.
RSI 40.4 MACD -848 Volume 8,404 Avg Vol 1Wk 8,612
Low price 1,23,430 ₹ High price 1,63,600 ₹ PEG Ratio 0.49 Debt to equity 0.11
52w Index 15.6 % Qtr Profit Var 140 % EPS 5,123 ₹ Industry PE 24.0

📊 MRF shows moderate fundamentals with a market cap of ₹55,012 Cr. and current price of ₹1,29,710, trading well below its 200 DMA (₹1,41,006). Efficiency metrics are modest — ROE at 10.5% and ROCE at 13.8% — while valuation is fair with a P/E of 24.7 compared to the industry average of 24.0. EPS at ₹5,123 is strong, supported by quarterly PAT growth (+140%). Debt-to-equity at 0.11 reflects financial stability. However, technical indicators (RSI 40.4, MACD negative) suggest weakness. PEG ratio at 0.49 indicates reasonable growth-adjusted valuation, but institutional flows are negative (FII -0.20%, DII -0.25%).

💡 Entry Zone: ₹1,25,000–₹1,30,000 (near recent low and support levels)

📈 Long-Term Holding: Suitable for patient investors, but stronger returns depend on improvement in ROE/ROCE. Accumulation on dips is recommended for a 3–5 year horizon.

✅ Positive

  • Quarterly PAT growth (+140%) shows strong earnings momentum
  • EPS of ₹5,123 reflects strong earnings power
  • Low debt-to-equity ratio (0.11) indicates financial stability
  • Valuation fair compared to industry average (P/E 24.7 vs 24.0)

⚠️ Limitation

  • ROE (10.5%) and ROCE (13.8%) are modest, limiting compounding potential
  • Dividend yield at 0.18% is unattractive for income investors
  • Technical indicators (RSI 40.4, MACD -848) suggest near-term weakness
  • Institutional investors reducing holdings (FII -0.20%, DII -0.25%)

📉 Company Negative News

  • Decline in institutional investor confidence
  • Stock trading below DMA 200, showing long-term weakness

📈 Company Positive News

  • Quarterly profit growth from ₹512 Cr → ₹736 Cr
  • Strong EPS supports valuation stability

🏭 Industry

  • Tyre and automotive sector benefits from rising vehicle demand
  • Industry P/E at 24.0 suggests MRF is fairly valued

🔎 Conclusion

MRF is a fundamentally stable company with strong earnings but moderate efficiency metrics. Entry near ₹1,25,000–₹1,30,000 offers a better risk-reward setup. Long-term investors should accumulate cautiously and reassess holding if ROE/ROCE improve beyond 15% with sustained profitability.

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