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NBCC - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.7

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

Fundamental Rating: 3.7

Stock Code NBCC Market Cap 25,758 Cr. Current Price 95.4 ₹ High / Low 131 ₹
Stock P/E 41.3 Book Value 9.34 ₹ Dividend Yield 0.70 % ROCE 32.1 %
ROE 24.1 % Face Value 1.00 ₹ DMA 50 108 ₹ DMA 200 108 ₹
Chg in FII Hold -0.14 % Chg in DII Hold 1.28 % PAT Qtr 173 Cr. PAT Prev Qtr 114 Cr.
RSI 30.8 MACD -4.68 Volume 1,50,93,923 Avg Vol 1Wk 1,26,59,536
Low price 70.8 ₹ High price 131 ₹ PEG Ratio 1.50 Debt to equity 0.00
52w Index 41.0 % Qtr Profit Var 39.5 % EPS 2.05 ₹ Industry PE 16.9

📊 Core Financials

  • Revenue & Profitability: Quarterly PAT improved from 114 Cr. to 173 Cr. (+39.5%), showing strong earnings momentum. EPS at 2.05 ₹ is modest relative to valuation.
  • Margins: ROCE at 32.1% and ROE at 24.1% highlight strong efficiency and profitability.
  • Debt: Debt-to-equity ratio of 0.00 indicates a debt-free balance sheet, enhancing financial stability.
  • Cash Flow: Dividend yield of 0.70% is modest, suggesting reinvestment focus while still rewarding shareholders.

💹 Valuation Indicators

  • P/E Ratio: 41.3 vs Industry PE of 16.9 → Overvalued compared to peers.
  • P/B Ratio: Current Price (95.4 ₹) / Book Value (9.34 ₹) ≈ 10.2 → Very high, signals premium valuation.
  • PEG Ratio: 1.50 → Fair but leaning expensive relative to growth.
  • Intrinsic Value: Current price trades above fair value zone, limiting near-term upside.

🏭 Business Model & Competitive Advantage

  • NBCC operates in project management consultancy, EPC contracts, and real estate development.
  • Strong government backing and execution track record provide competitive advantage.
  • Debt-free structure and high return metrics strengthen long-term sustainability.

📈 Entry Zone & Long-Term Guidance

  • Entry Zone: Attractive accumulation range between 80 ₹ – 85 ₹, closer to support levels and below DMA 200.
  • Long-Term Holding: Strong fundamentals and government backing make NBCC suitable for long-term investors, though current valuations suggest staggered buying.

✅ Positive

  • Debt-free balance sheet ensures financial stability.
  • Strong ROCE (32.1%) and ROE (24.1%) highlight efficiency.
  • Quarterly PAT growth of 39.5% shows earnings momentum.
  • DII holding increased by 1.28%, reflecting domestic institutional support.

⚠️ Limitation

  • High P/E (41.3) and P/B (10.2) ratios indicate stretched valuations.
  • Dividend yield of 0.70% is modest, limiting passive income appeal.
  • Stock trading below DMA 50 and DMA 200 suggests weak near-term momentum.

📉 Company Negative News

  • FII holding decreased by 0.14%, showing reduced foreign investor confidence.
  • High valuation multiples may deter fresh institutional inflows.

📈 Company Positive News

  • Quarterly PAT rose significantly from 114 Cr. to 173 Cr.
  • DII inflows (+1.28%) highlight growing domestic investor interest.
  • Strong government contracts pipeline supports future growth.

🌐 Industry

  • Construction and project management sector benefits from infrastructure push in India.
  • Industry PE at 16.9 suggests peers trade at lower valuations, highlighting NBCC’s premium pricing.

🔎 Conclusion

NBCC demonstrates strong fundamentals with debt-free operations, robust profitability, and government-backed contracts. However, valuations are stretched with high P/E and P/B ratios. Investors may consider entering around 80–85 ₹ for long-term holding, while avoiding aggressive buying at current levels. The company remains fundamentally healthy and strategically well-placed in India’s infrastructure growth story.

I can also map out technical support and resistance levels using RSI, MACD, and DMA data to complement this fundamental view if you'd like.

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