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PNB - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.4

Last Updated Time : 19 Mar 26, 07:11 pm

Fundamental Rating: 3.4

Stock Code PNB Market Cap 1,29,811 Cr. Current Price 113 ₹ High / Low 135 ₹
Stock P/E 7.99 Book Value 124 ₹ Dividend Yield 2.56 % ROCE 6.30 %
ROE 14.2 % Face Value 2.00 ₹ DMA 50 121 ₹ DMA 200 116 ₹
Chg in FII Hold 0.26 % Chg in DII Hold 0.55 % PAT Qtr 5,100 Cr. PAT Prev Qtr 4,904 Cr.
RSI 36.3 MACD -3.34 Volume 1,62,89,937 Avg Vol 1Wk 1,81,70,736
Low price 89.1 ₹ High price 135 ₹ PEG Ratio 0.12 Debt to equity 12.3
52w Index 52.1 % Qtr Profit Var 13.1 % EPS 14.1 ₹ Industry PE 7.57

📊 Core Financials

  • Revenue Growth: Quarterly PAT improved from ₹4,904 Cr to ₹5,100 Cr (+13.1%).
  • Profit Margins: Margins remain modest, typical for PSU banks.
  • Debt Ratios: Debt-to-equity at 12.3 → very high, reflecting banking leverage.
  • Cash Flows: Stable due to core lending operations.
  • Return Metrics: ROE at 14.2% is healthy; ROCE at 6.30% remains modest.

💹 Valuation Indicators

  • P/E Ratio: 7.99 vs Industry PE of 7.57 → fairly valued.
  • P/B Ratio: ~0.91 (Price ₹113 / Book Value ₹124) → undervalued.
  • PEG Ratio: 0.12 → attractive, suggesting growth at a discount.
  • Intrinsic Value: Current price below book value, indicating undervaluation.

🏢 Business Model & Competitive Advantage

  • Punjab National Bank (PNB) is a leading PSU bank with nationwide presence.
  • Competitive advantage lies in government backing, large branch network, and retail lending base.
  • Challenges include asset quality concerns and relatively low efficiency compared to private peers.

📈 Entry Zone & Long-Term Guidance

  • Entry Zone: Attractive accumulation range between ₹105 – ₹115 (near DMA200 support).
  • Long-Term Holding: Suitable for long-term investors seeking dividend yield (2.56%) and exposure to PSU banking recovery.

✅ Positive

  • Undervalued on P/B basis (0.91).
  • Healthy ROE (14.2%).
  • Dividend yield of 2.56% provides income support.
  • Quarterly PAT growth of 13.1%.

⚠️ Limitation

  • High leverage (Debt-to-equity 12.3).
  • ROCE relatively modest at 6.30%.
  • Stock trading below DMA50 and DMA200, showing weak momentum.

📉 Company Negative News

  • Asset quality concerns remain a risk for PSU banks.
  • Weak technical indicators (RSI 36.3, MACD negative).

📈 Company Positive News

  • Quarterly PAT growth shows improving profitability.
  • FIIs (+0.26%) and DIIs (+0.55%) increased holdings.
  • Dividend payout adds investor confidence.

🏭 Industry

  • Banking sector recovering with credit growth and government support.
  • Industry PE at 7.57, showing PNB is fairly valued but attractive on book value basis.

🔎 Conclusion

PNB offers undervaluation on book value and a decent dividend yield, supported by improving profitability. However, high leverage and asset quality risks remain. Investors may accumulate near support levels for long-term exposure to PSU banking recovery, but should be cautious of volatility and sector-specific risks.

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