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OBEROIRLTY - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.7

Last Updated Time : 25 May 26, 01:36 am

Fundamental Rating: 3.7

Stock Code OBEROIRLTY Market Cap 60,668 Cr. Current Price 1,666 ₹ High / Low 2,006 ₹
Stock P/E 30.6 Book Value 443 ₹ Dividend Yield 0.48 % ROCE 15.5 %
ROE 13.0 % Face Value 10.0 ₹ DMA 50 1,620 ₹ DMA 200 1,631 ₹
Chg in FII Hold -1.16 % Chg in DII Hold 1.12 % PAT Qtr 570 Cr. PAT Prev Qtr 486 Cr.
RSI 53.8 MACD 2.73 Volume 2,94,298 Avg Vol 1Wk 3,02,844
Low price 1,390 ₹ High price 2,006 ₹ PEG Ratio -6.16 Debt to equity 0.18
52w Index 44.8 % Qtr Profit Var 84.3 % EPS 54.1 ₹ Industry PE 26.6

📊 Financial Overview: Oberoi Realty has a market cap of ₹60,668 Cr with a current price of ₹1,666. The 52-week range is ₹2,006–1,390. Profitability is strong with ROE at 13.0% and ROCE at 15.5%. Debt-to-equity ratio of 0.18 indicates very low leverage. PAT rose to ₹570 Cr from ₹486 Cr, showing healthy growth. EPS stands at ₹54.1, reflecting solid earnings power.

💰 Valuation Indicators: Stock P/E is 30.6, slightly above the industry average of 26.6, suggesting mild overvaluation. Book value is ₹443, giving a P/B ratio of ~3.76. PEG ratio is negative (-6.16), indicating valuation concerns relative to earnings growth. Intrinsic value appears close to current levels, offering limited margin of safety.

🏢 Business Model & Competitive Advantage: Oberoi Realty is a leading real estate developer with strong presence in premium residential and commercial projects. Its competitive advantage lies in brand reputation, execution capability, and focus on high-margin luxury developments. Low debt and consistent profitability strengthen its position.

📈 Entry Zone & Long-Term Guidance: The stock is trading near fair value. A better entry zone would be ₹1,500–1,600, closer to support levels. Long-term holding looks favorable given strong fundamentals, provided valuation moderates and earnings growth sustains.

Positive

  • 📈 [Strong Profit Growth](ca://s?q=Oberoi_Realty_quarterly_profit_growth): PAT rose from ₹486 Cr to ₹570 Cr QoQ.
  • 🏦 [Low Debt](ca://s?q=Oberoi_Realty_debt_to_equity): Debt-to-equity ratio of 0.18 shows financial strength.
  • 📊 [Healthy Returns](ca://s?q=Oberoi_Realty_ROE_ROCE): ROE at 13.0% and ROCE at 15.5% are strong.

Limitation

  • ⚖️ [Valuation Premium](ca://s?q=Oberoi_Realty_PE_ratio): P/E of 30.6 compared to industry average of 26.6.
  • 💸 [Low Dividend Yield](ca://s?q=Oberoi_Realty_dividend_policy): Dividend yield at 0.48% is modest.
  • 📉 [Negative PEG](ca://s?q=Oberoi_Realty_PEG_ratio): PEG ratio of -6.16 reflects valuation concerns.

Company Negative News

  • 📊 [FII Exit](ca://s?q=Oberoi_Realty_FII_holdings): FII holdings decreased by -1.16%.

Company Positive News

  • 📈 [Profit Surge](ca://s?q=Oberoi_Realty_PAT_growth): Quarterly profit growth of 84.3% indicates strong momentum.
  • 🏗️ [Project Pipeline](ca://s?q=Oberoi_Realty_new_projects): Expansion in premium residential and commercial projects supports growth.

Industry

  • 🏢 [Real Estate Sector](ca://s?q=India_real_estate_industry): Industry PE at 26.6, showing moderate valuation.
  • 📊 [Growth Drivers](ca://s?q=India_real_estate_demand): Rising urbanization, housing demand, and commercial expansion drive sector growth.

Conclusion

⚖️ Oberoi Realty’s fundamentals are strong with healthy profitability, low debt, and robust project pipeline. While valuations are slightly above industry averages, long-term prospects remain favorable. Entry is advisable near ₹1,500–1,600 for better risk-reward. Overall, it is a solid candidate for long-term holding, provided earnings growth continues.

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