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MRPL - Fundamental Analysis: Financial Health & Valuation

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Rating: 2.8

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

Fundamental Rating: 2.8

Stock Code MRPL Market Cap 28,534 Cr. Current Price 163 ₹ High / Low 185 ₹
Stock P/E 13.1 Book Value 75.8 ₹ Dividend Yield 0.00 % ROCE 4.36 %
ROE 0.40 % Face Value 10.0 ₹ DMA 50 154 ₹ DMA 200 148 ₹
Chg in FII Hold 0.83 % Chg in DII Hold -0.40 % PAT Qtr 1,445 Cr. PAT Prev Qtr 639 Cr.
RSI 55.7 MACD 4.62 Volume 43,62,623 Avg Vol 1Wk 2,18,13,997
Low price 98.9 ₹ High price 185 ₹ PEG Ratio -0.18 Debt to equity 0.81
52w Index 74.2 % Qtr Profit Var 375 % EPS 12.4 ₹ Industry PE 9.25

📊 Financials: Mangalore Refinery and Petrochemicals Ltd (MRPL) has a market cap of 28,534 Cr. with quarterly PAT at 1,445 Cr., up from 639 Cr. (375% growth). Despite this surge, ROE at 0.40% and ROCE at 4.36% are very weak, reflecting poor efficiency. Debt-to-equity ratio of 0.81 indicates moderate leverage. EPS stands at 12.4 ₹, but profitability remains inconsistent. Cash flows are cyclical, tied to crude oil prices and refining margins.

💹 Valuation: Current P/E of 13.1 is above the industry average of 9.25, suggesting mild overvaluation. P/B ratio is ~2.15 (163 ₹ / 75.8 ₹), which is expensive relative to book value. PEG ratio of -0.18 highlights weak earnings growth prospects. Intrinsic value appears lower than current market price, making the stock unattractive for fresh entry at current levels.

🏭 Business Model & Competitive Advantage: MRPL operates in refining and petrochemicals, with competitive advantage in scale and government backing (ONGC subsidiary). However, profitability is highly sensitive to crude oil price volatility, refining spreads, and global demand cycles.

📈 Entry Zone: With RSI at 55.7 (neutral) and support near 140–150 ₹, accumulation is advisable only at lower levels. Current price at 163 ₹ is close to its upper range, limiting immediate upside.

🕰️ Long-Term Holding Guidance: MRPL is fundamentally weak with poor return metrics and cyclical earnings. Long-term holding is not recommended unless profitability stabilizes and valuations become more attractive.


Positive

  • Quarterly PAT surged significantly (1,445 Cr. vs 639 Cr.).
  • Debt-to-equity ratio at 0.81 remains manageable.
  • FII holdings increased by 0.83%, showing foreign investor interest.

Limitation

  • Very weak ROE (0.40%) and ROCE (4.36%).
  • P/E (13.1) above industry average (9.25).
  • PEG ratio of -0.18 indicates poor growth prospects.
  • DII holdings decreased by 0.40%, showing reduced domestic confidence.

Company Negative News

  • Profitability remains inconsistent despite recent PAT surge.
  • High sensitivity to crude oil price volatility.

Company Positive News

  • Strong quarterly PAT growth (375%).
  • Government backing through ONGC provides stability.

Industry

  • Refining and petrochemical industry is cyclical and highly dependent on global crude oil prices.
  • Industry P/E at 9.25 highlights MRPL’s mild overvaluation.

Conclusion

⚖️ MRPL shows strong short-term profit growth but weak fundamentals with poor return ratios and overvaluation relative to industry. Entry is advisable only near 140–150 ₹, and long-term holding is not recommended unless earnings stabilize and efficiency improves.

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