PHOENIXLTD - Fundamental Analysis: Financial Health & Valuation

Last Updated Time : 05 Nov 25, 7:43 am

Fundamental Rating: 3.7

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📊 Fundamental Analysis Report

• Stock Code: PHOENIXLTD
• Market Cap: ₹60,603 Cr
• Current Price: ₹1,693
• 52W High/Low: ₹1,902 / ₹1,392
• EPS: ₹7.89
• Stock P/E: 210 vs Industry P/E: 42.4 ❗
• PEG Ratio: 7.93 ❗ (Highly Overvalued)
• Book Value: ₹149 | P/B Ratio: ~11.36 ❗
• ROE: 5.52% | ROCE: 6.50% 🔻
• Debt to Equity: 0.14 🟢 (Low Leverage)
• Dividend Yield: 0.15% 🚫
• Quarterly PAT: ₹40.7 Cr (↓23.0%)
• RSI: 58.8 | MACD: 32.4 📈

✅ Positive

• Low debt-to-equity ratio supports financial stability and expansion capacity.
• Price trading above DMA 50 and 200 indicates bullish technical momentum.
• Strong DII interest (+2.75%) reflects domestic institutional confidence.
• Volume surge suggests rising investor interest.

⚠️ Limitation

• Extremely high P/E and PEG ratios indicate severe overvaluation.
• ROE and ROCE are modest, signaling weak capital efficiency.
• Quarterly PAT declined by 23%, raising concerns about earnings consistency.
• Dividend yield is minimal, offering little income potential.

📉 Company Negative News

• FII holding dropped by 2.82%, indicating reduced foreign investor confidence.
• Sequential decline in PAT from ₹58.6 Cr to ₹40.7 Cr.

📈 Company Positive News

• Stock has delivered a 59% return over the past year, outperforming many real estate peers.
• Strong presence in retail-led mixed-use developments and commercial leasing.
• Positive MACD and RSI suggest continued upward momentum.

🏦 Industry

• PHOENIXLTD operates in the real estate and retail infrastructure sector.
• Industry P/E of 42.4 is significantly lower, suggesting PHOENIXLTD trades at a premium.
• Sector benefits from urbanization, rising consumption, and premium retail demand.

🧭 Conclusion

• Entry Zone: ₹1,580–₹1,630 (near DMA 200 and RSI neutral)
• Long-Term View: Strong brand and asset base support long-term potential, but valuation and earnings volatility warrant cautious accumulation.