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PNB - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.4

Last Updated Time : 04 May 26, 11:42 am

Fundamental Rating: 3.4

Stock Code PNB Market Cap 1,25,687 Cr. Current Price 109 ₹ High / Low 135 ₹
Stock P/E 7.74 Book Value 124 ₹ Dividend Yield 2.65 % ROCE 6.30 %
ROE 14.2 % Face Value 2.00 ₹ DMA 50 114 ₹ DMA 200 115 ₹
Chg in FII Hold 0.46 % Chg in DII Hold -0.04 % PAT Qtr 5,100 Cr. PAT Prev Qtr 4,904 Cr.
RSI 43.3 MACD -0.42 Volume 1,68,18,211 Avg Vol 1Wk 1,56,00,148
Low price 89.4 ₹ High price 135 ₹ PEG Ratio 0.11 Debt to equity 12.3
52w Index 43.6 % Qtr Profit Var 13.1 % EPS 14.1 ₹ Industry PE 7.99

📊 PNB offers fair valuations with a low P/E (7.74 vs industry 7.99), decent ROE (14.2%), and a healthy dividend yield (2.65%). EPS of ₹14.1 supports valuation comfort, while quarterly PAT growth (+13.1%) reflects earnings momentum. However, ROCE is modest (6.30%) and the debt-to-equity ratio is very high (12.3), typical of banking operations but still a risk factor. The PEG ratio (0.11) suggests undervaluation relative to growth, though technical indicators show weak momentum (RSI 43.3, MACD -0.42).

💡 Ideal Entry Price Zone: ₹105 – ₹107 (near DMA 200 and slightly below current levels).

Exit Strategy / Holding Period: Long-term investors can hold for 3–5 years, benefiting from dividend yield and earnings growth. Partial profit booking is advisable near ₹125–₹130. Monitoring asset quality, ROE sustainability, and debt levels is essential for extended holding.


✅ Positive

  • Attractive valuation with P/E (7.74) in line with industry average.
  • ROE of 14.2% indicates decent profitability.
  • Dividend yield of 2.65% provides steady income.
  • Quarterly PAT growth (+13.1%) shows earnings momentum.
  • EPS of ₹14.1 supports valuation comfort.
  • FII holdings increased (+0.46%), showing institutional confidence.

⚠️ Limitation

  • High debt-to-equity ratio (12.3) reflects leveraged balance sheet.
  • ROCE at 6.30% is modest compared to peers.
  • MACD negative (-0.42) suggests weak near-term momentum.
  • RSI at 43.3 indicates neutral to weak strength.

📉 Company Negative News

  • High leverage raises concerns about asset quality in stressed market conditions.
  • Stock corrected from 52-week high (₹135 to ₹109).

📈 Company Positive News

  • Quarterly PAT improved (₹5,100 Cr vs ₹4,904 Cr).
  • Dividend yield supports investor returns.
  • Institutional investors increasing stake.

🏭 Industry

  • Banking sector benefits from credit demand and economic recovery.
  • Industry P/E at 7.99 shows PNB trades in line with peers.

🔎 Conclusion

PNB is a fairly valued banking stock with decent ROE and dividend yield, making it suitable for medium- to long-term investors. New investors should wait for entry around ₹105–₹107 for better valuation comfort. Existing holders can maintain positions for 3–5 years, with partial profit booking near highs. Long-term holding depends on sustained profitability and improved ROCE.

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