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PNBHOUSING - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.6

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

Fundamental Rating: 3.6

Stock Code PNBHOUSING Market Cap 27,633 Cr. Current Price 1,060 ₹ High / Low 1,142 ₹
Stock P/E 11.9 Book Value 738 ₹ Dividend Yield 0.47 % ROCE 9.46 %
ROE 12.3 % Face Value 10.0 ₹ DMA 50 967 ₹ DMA 200 912 ₹
Chg in FII Hold -0.62 % Chg in DII Hold 1.05 % PAT Qtr 649 Cr. PAT Prev Qtr 521 Cr.
RSI 62.3 MACD 36.5 Volume 11,60,502 Avg Vol 1Wk 11,31,579
Low price 730 ₹ High price 1,142 ₹ PEG Ratio 0.36 Debt to equity 2.76
52w Index 80.1 % Qtr Profit Var 14.4 % EPS 89.4 ₹ Industry PE 15.6

📊 Financial Overview: PNB Housing Finance has a market cap of ₹27,633 Cr with a current price of ₹1,060. The 52-week range is ₹1,142–730. Profitability is moderate with ROE at 12.3% and ROCE at 9.46%. Debt-to-equity ratio of 2.76 indicates high leverage typical of housing finance companies. PAT rose to ₹649 Cr from ₹521 Cr, showing healthy growth. EPS is ₹89.4, reflecting strong earnings capacity.

💰 Valuation Indicators: Stock P/E is 11.9, below the industry average of 15.6, suggesting undervaluation. Book value is ₹738, giving a P/B ratio of ~1.44. PEG ratio of 0.36 indicates attractive valuation relative to growth. Dividend yield of 0.47% provides modest shareholder returns. Intrinsic value appears higher than current price, offering margin of safety.

🏦 Business Model & Competitive Advantage: PNB Housing Finance operates in retail housing loans and corporate lending. Its competitive advantage lies in brand association with PNB, strong distribution network, and growing demand for housing finance. However, high leverage and moderate returns limit overall health compared to peers.

📈 Entry Zone & Long-Term Guidance: The stock looks undervalued at current levels. A good entry zone is ₹950–1,020, near support levels. Long-term holding looks favorable given strong earnings growth and undervaluation, though debt management and margin improvement remain key factors.

Positive

  • 📈 [Attractive Valuation](ca://s?q=PNB_Housing_PE_ratio): P/E of 11.9 compared to industry average of 15.6.
  • 💰 [Profit Growth](ca://s?q=PNB_Housing_quarterly_profit): PAT rose from ₹521 Cr to ₹649 Cr QoQ.
  • 📊 [DII Support](ca://s?q=PNB_Housing_DII_holdings): DII holdings increased by +1.05%.

Limitation

  • ⚖️ [High Debt](ca://s?q=PNB_Housing_debt_to_equity): Debt-to-equity ratio of 2.76 indicates financial pressure.
  • 📉 [Moderate Returns](ca://s?q=PNB_Housing_ROE_ROCE): ROE at 12.3% and ROCE at 9.46% are below top peers.
  • 💸 [Low Dividend Yield](ca://s?q=PNB_Housing_dividend_policy): Dividend yield of 0.47% offers limited returns.

Company Negative News

  • 📊 [FII Exit](ca://s?q=PNB_Housing_FII_holdings): FII holdings decreased by -0.62%.

Company Positive News

  • 📈 [Profit Surge](ca://s?q=PNB_Housing_PAT_growth): Quarterly profit growth of 14.4% indicates strong momentum.
  • 📊 [Technical Strength](ca://s?q=PNB_Housing_DMA_levels): Current price above DMA 50 (₹967) and DMA 200 (₹912) shows bullish trend.

Industry

  • 🏦 [Housing Finance Sector](ca://s?q=India_housing_finance_industry): Industry PE at 15.6, showing moderate valuation compared to PNB Housing.
  • 📊 [Growth Drivers](ca://s?q=India_real_estate_growth): Rising housing demand and government initiatives support sector expansion.

Conclusion

⚖️ PNB Housing Finance’s fundamentals show undervaluation with strong profit growth and brand advantage. However, high debt and moderate returns limit attractiveness. Entry is advisable near ₹950–1,020 for better risk-reward. Long-term holding looks favorable if debt management improves and earnings growth sustains.

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