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ONGC - Fundamental Analysis: Financial Health & Valuation

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Rating: 4

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

Fundamental Rating: 4.0

Stock Code ONGC Market Cap 3,64,828 Cr. Current Price 290 ₹ High / Low 308 ₹
Stock P/E 11.2 Book Value 267 ₹ Dividend Yield 4.22 % ROCE 14.8 %
ROE 11.4 % Face Value 5.00 ₹ DMA 50 285 ₹ DMA 200 264 ₹
Chg in FII Hold 0.54 % Chg in DII Hold -0.39 % PAT Qtr 8,372 Cr. PAT Prev Qtr 9,848 Cr.
RSI 49.6 MACD 3.17 Volume 1,20,37,524 Avg Vol 1Wk 1,21,05,263
Low price 229 ₹ High price 308 ₹ PEG Ratio -2.72 Debt to equity 0.10
52w Index 77.8 % Qtr Profit Var 1.60 % EPS 26.0 ₹ Industry PE 28.6

📊 Financial Overview: ONGC has a market cap of ₹3,64,828 Cr with a current price of ₹290. The 52-week range is ₹308–229. Profitability is solid with ROE at 11.4% and ROCE at 14.8%. Debt-to-equity ratio of 0.10 indicates very low leverage. PAT stood at ₹8,372 Cr compared to ₹9,848 Cr in the previous quarter, showing slight decline but overall stability. EPS is ₹26.0, reflecting strong earnings capacity.

💰 Valuation Indicators: Stock P/E is 11.2, well below the industry average of 28.6, suggesting undervaluation. Book value is ₹267, giving a P/B ratio of ~1.09. PEG ratio is negative (-2.72), indicating valuation concerns relative to growth. Intrinsic value appears higher than current price, offering margin of safety. Dividend yield of 4.22% adds to shareholder returns.

🏭 Business Model & Competitive Advantage: ONGC is India’s largest oil & gas exploration and production company. Its competitive advantage lies in scale, government backing, and integrated operations. Strong cash flows and low debt provide resilience against commodity price volatility.

📈 Entry Zone & Long-Term Guidance: The stock looks undervalued at current levels. A good entry zone is ₹270–290, near support levels. Long-term holding is favorable given strong fundamentals, consistent dividends, and low leverage, though earnings remain sensitive to crude price fluctuations.

Positive

  • 📈 [Attractive Valuation](ca://s?q=ONGC_PE_ratio): P/E of 11.2 compared to industry average of 28.6.
  • 🏦 [Low Debt](ca://s?q=ONGC_debt_to_equity): Debt-to-equity ratio of 0.10 shows strong balance sheet.
  • 💸 [High Dividend Yield](ca://s?q=ONGC_dividend_policy): Dividend yield of 4.22% provides steady income.

Limitation

  • 📉 [Profit Decline](ca://s?q=ONGC_quarterly_profit): PAT fell from ₹9,848 Cr to ₹8,372 Cr QoQ.
  • ⚖️ [Negative PEG](ca://s?q=ONGC_PEG_ratio): PEG ratio of -2.72 reflects growth concerns.
  • 🌍 [Commodity Dependence](ca://s?q=ONGC_crude_price_dependency): Earnings highly sensitive to global crude prices.

Company Negative News

  • 📊 [Profit Variation](ca://s?q=ONGC_profit_variation): Quarterly profit variation at 1.6% shows limited growth momentum.
  • 📉 [DII Exit](ca://s?q=ONGC_DII_holdings): DII holdings decreased by -0.39%.

Company Positive News

  • 📈 [FII Support](ca://s?q=ONGC_FII_holdings): FII holdings increased by +0.54%.
  • 💰 [Strong Dividend](ca://s?q=ONGC_dividend_yield): Dividend yield of 4.22% supports investor confidence.

Industry

  • 🏭 [Oil & Gas Sector](ca://s?q=India_oil_and_gas_industry): Industry PE at 28.6, showing higher valuation compared to ONGC.
  • 📊 [Energy Demand](ca://s?q=India_energy_consumption_growth): Rising energy demand in India supports long-term sector growth.

Conclusion

⚖️ ONGC’s fundamentals are strong with low debt, attractive valuation, and consistent dividends. While profits show slight decline and growth concerns persist, the company’s scale and government backing provide stability. Entry is advisable near ₹270–290, making it a solid candidate for long-term holding, especially for income-focused investors.

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