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RITES - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.7

Last Updated Time : 02 Feb 26, 01:19 pm

Fundamental Rating: 3.7

Stock Code RITES Market Cap 10,496 Cr. Current Price 218 ₹ High / Low 316 ₹
Stock P/E 26.4 Book Value 52.4 ₹ Dividend Yield 3.46 % ROCE 20.0 %
ROE 15.1 % Face Value 10.0 ₹ DMA 50 233 ₹ DMA 200 250 ₹
Chg in FII Hold -0.05 % Chg in DII Hold -0.03 % PAT Qtr 102 Cr. PAT Prev Qtr 66.6 Cr.
RSI 39.8 MACD -3.88 Volume 18,83,709 Avg Vol 1Wk 9,97,049
Low price 192 ₹ High price 316 ₹ PEG Ratio -3.11 Debt to equity 0.00
52w Index 21.1 % Qtr Profit Var 18.9 % EPS 8.29 ₹ Industry PE 16.9

📊 Core Financials

  • Revenue & Profitability: Quarterly PAT at ₹102 Cr, up from ₹66.6 Cr, showing strong sequential growth. EPS at ₹8.29 indicates moderate earnings power.
  • Margins: ROE at 15.1% and ROCE at 20.0% reflect healthy efficiency and profitability.
  • Debt Ratios: Debt-to-equity at 0.00 shows a debt-free balance sheet, enhancing financial stability.
  • Cash Flows: Strong operating cash flows implied by consistent profitability and zero leverage.

💹 Valuation Indicators

  • P/E Ratio: 26.4, higher than industry average of 16.9, suggesting premium valuation.
  • P/B Ratio: Current price ₹218 vs. book value ₹52.4 → ~4.16x, expensive relative to assets.
  • PEG Ratio: -3.11, negative, reflecting weak growth-adjusted valuation despite profitability.
  • Intrinsic Value: Current valuation appears stretched, offering limited margin of safety.

🏢 Business Model & Competitive Advantage

  • RITES Ltd operates in engineering consultancy, transport infrastructure, and project management.
  • Competitive advantage lies in government contracts, expertise in railways, and debt-free structure.
  • Business model benefits from infrastructure expansion and public sector support.

📈 Entry Zone & Long-Term Guidance

  • Entry Zone: Attractive accumulation range between ₹200 – ₹210, near 52-week low and below DMA50.
  • Long-Term Holding: Suitable for conservative investors seeking stable dividends and government-backed projects, though valuation is currently high.

✅ Positive

  • Debt-free balance sheet ensures financial resilience.
  • Strong ROCE (20%) and ROE (15.1%).
  • Dividend yield of 3.46% provides steady income.

⚠️ Limitation

  • P/E ratio of 26.4 is expensive compared to industry average.
  • Negative PEG ratio (-3.11) indicates weak growth-adjusted valuation.
  • Stock trading below DMA200 suggests weak momentum.

📉 Company Negative News

  • Minor decline in institutional confidence with FII (-0.05%) and DII (-0.03%) holdings reduced.
  • Valuation premium may limit near-term upside.

📈 Company Positive News

  • Quarterly PAT improved from ₹66.6 Cr to ₹102 Cr.
  • Dividend yield of 3.46% adds investor appeal.
  • Debt-free structure continues to attract investors.

🏭 Industry

  • Engineering consultancy and infrastructure sector trades at industry PE of 16.9, lower than RITES’ 26.4, showing premium valuation.
  • Sector growth supported by government infrastructure push and railway expansion.

🔎 Conclusion

  • RITES Ltd is financially stable with strong return ratios and a debt-free balance sheet.
  • Valuation is stretched, limiting near-term upside, but long-term prospects remain positive given government-backed projects.
  • Best suited for long-term conservative investors, with entry around ₹200 – ₹210 offering a reasonable margin of safety.

Would you like me to also prepare a comparative HTML snapshot of RITES versus IRCON International to highlight valuation and profitability differences in the railway consultancy sector?

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