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NETWORK18 - Fundamental Analysis: Financial Health & Valuation

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Rating: 2.2

Last Updated Time : 17 Jan 26, 02:44 pm

Fundamental Rating: 2.2

Stock Code NETWORK18 Market Cap 6,197 Cr. Current Price 40.2 ₹ High / Low 65.3 ₹
Book Value 33.2 ₹ Dividend Yield 0.00 % ROCE -1.20 % ROE -9.29 %
Face Value 5.00 ₹ DMA 50 44.3 ₹ DMA 200 51.3 ₹ Chg in FII Hold -0.31 %
Chg in DII Hold -0.07 % PAT Qtr -55.8 Cr. PAT Prev Qtr -70.1 Cr. RSI 32.4
MACD -0.86 Volume 33,09,176 Avg Vol 1Wk 27,95,270 Low price 39.6 ₹
High price 65.3 ₹ Debt to equity 0.63 52w Index 2.60 % Qtr Profit Var 15.8 %
EPS 1.74 ₹ Industry PE 40.5

📊 Core Financials

  • Revenue & Profitability: PAT at -55.8 Cr. vs -70.1 Cr. previous quarter → continued losses
  • Margins: ROCE at -1.20% and ROE at -9.29% → negative returns
  • Debt Ratios: Debt-to-equity at 0.63 → moderate leverage
  • Cash Flow: No dividend yield (0.00%) indicates weak shareholder returns

💹 Valuation Indicators

  • P/E Ratio: Not applicable due to losses
  • P/B Ratio: Current Price 40.2 ₹ / Book Value 33.2 ₹ ≈ 1.21 → fairly valued on book basis
  • PEG Ratio: Not meaningful due to negative earnings
  • Intrinsic Value: Estimated fair value ~30–35 ₹, below current price

🏢 Business Model & Competitive Advantage

  • Media and broadcasting operations under Reliance group umbrella
  • Strong brand presence but profitability remains weak
  • Competitive disadvantage due to sustained losses and low efficiency

📈 Entry Zone & Long-Term Guidance

  • Entry Zone: 30–35 ₹ (closer to intrinsic value and support levels)
  • Long-Term Holding: Risky; suitable only for speculative investors awaiting turnaround

✅ Positive

  • P/B ratio near 1 indicates fair valuation on asset basis
  • Quarterly losses reduced from -70.1 Cr. to -55.8 Cr.
  • Strong parent group backing (Reliance)

⚠️ Limitation

  • Negative ROCE (-1.20%) and ROE (-9.29%)
  • Consistent losses with weak EPS (1.74 ₹)
  • No dividend yield

📉 Company Negative News

  • FII holdings reduced (-0.31%)
  • DII holdings reduced (-0.07%)
  • Stock trading below DMA 50 and DMA 200

📈 Company Positive News

  • Quarterly losses narrowed by 15.8%
  • Technical indicators (RSI at 32.4) suggest oversold levels

🏭 Industry

  • Media & broadcasting sector supported by advertising and digital growth
  • Industry PE at 40.5 indicates optimism, but NETWORK18 lags behind peers

🔎 Conclusion

Network18 is currently loss-making with negative return ratios and no dividend support. While fairly valued on book value, profitability concerns and weak fundamentals make it a speculative play. Entry around 30–35 ₹ may be considered only for high-risk investors, with long-term holding dependent on a turnaround in earnings and operational efficiency.

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