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ONGC - Fundamental Analysis: Financial Health & Valuation

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Rating: 4.1

Last Updated Time : 19 Mar 26, 07:10 pm

Fundamental Rating: 4.1

Stock Code ONGC Market Cap 3,33,252 Cr. Current Price 265 ₹ High / Low 293 ₹
Stock P/E 10.2 Book Value 267 ₹ Dividend Yield 4.62 % ROCE 14.8 %
ROE 11.4 % Face Value 5.00 ₹ DMA 50 264 ₹ DMA 200 252 ₹
Chg in FII Hold 0.45 % Chg in DII Hold -0.27 % PAT Qtr 8,372 Cr. PAT Prev Qtr 9,848 Cr.
RSI 45.8 MACD -0.05 Volume 90,27,484 Avg Vol 1Wk 1,79,20,811
Low price 205 ₹ High price 293 ₹ PEG Ratio -2.49 Debt to equity 0.10
52w Index 67.9 % Qtr Profit Var 1.60 % EPS 26.0 ₹ Industry PE 23.3

📊 Financial Overview

  • Revenue & Profitability: Quarterly PAT at ₹8,372 Cr. vs ₹9,848 Cr. shows slight decline, but overall profitability remains strong. ROE (11.4%) and ROCE (14.8%) indicate healthy efficiency.
  • Debt & Liquidity: Debt-to-equity at 0.10 reflects very low leverage, ensuring strong balance sheet and cash flow stability.
  • Valuation: P/E of 10.2 is significantly below industry average (23.3), suggesting undervaluation. P/B ~0.99 is fair, and dividend yield of 4.62% adds investor appeal. PEG ratio (-2.49) indicates limited growth prospects.
  • Technical Indicators: RSI at 45.8 shows neutral momentum; MACD at -0.05 is flat. Current price ₹265 is near DMA 50 (₹264) and above DMA 200 (₹252), showing stability.

🏢 Business Model & Competitive Advantage

  • ONGC is India’s largest oil & gas exploration and production company, with integrated operations across upstream, midstream, and downstream segments.
  • Competitive advantage lies in scale, government backing, and strategic importance in India’s energy security.

💡 Entry Zone Recommendation

  • Entry zone: ₹250–₹265, close to intrinsic value and technical support levels.
  • Attractive for long-term investors given strong fundamentals and high dividend yield.

📈 Long-Term Holding Guidance

  • Suitable for long-term holding due to undervaluation, strong cash flows, and consistent dividends.
  • Upside potential tied to global crude price trends and domestic energy demand.

✅ Positive

  • Strong ROE (11.4%) and ROCE (14.8%).
  • Low debt-to-equity ratio (0.10).
  • Attractive dividend yield (4.62%).
  • P/E (10.2) well below industry average (23.3), indicating undervaluation.

⚠️ Limitation

  • Quarterly PAT declined from ₹9,848 Cr. to ₹8,372 Cr.
  • PEG ratio (-2.49) signals weak growth prospects.
  • High dependence on global crude price volatility.

📉 Company Negative News

  • Recent profit decline quarter-on-quarter.
  • DII holdings reduced (-0.27%).

📈 Company Positive News

  • FII holdings increased (+0.45%).
  • Strong dividend payout supports investor confidence.
  • Stable technicals with price above DMA 200.

🏭 Industry

  • Oil & gas industry P/E at 23.3, much higher than ONGC’s valuation.
  • Sector growth tied to global energy demand and crude price cycles.

🔎 Conclusion

  • ONGC is fundamentally strong with low debt, high dividend yield, and undervaluation compared to peers.
  • Entry near ₹250–₹265 is attractive for long-term investors; recommended as a stable holding with consistent returns.

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