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SAMMAANCAP - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.3

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

Fundamental Rating: 3.3

Stock Code SAMMAANCAP Market Cap 11,865 Cr. Current Price 143 ₹ High / Low 193 ₹
Stock P/E 10.3 Book Value 281 ₹ Dividend Yield 0.00 % ROCE 9.12 %
ROE 4.63 % Face Value 2.00 ₹ DMA 50 147 ₹ DMA 200 145 ₹
Chg in FII Hold 5.89 % Chg in DII Hold -2.52 % PAT Qtr 275 Cr. PAT Prev Qtr 297 Cr.
RSI 47.9 MACD -0.93 Volume 64,50,073 Avg Vol 1Wk 2,13,98,663
Low price 97.6 ₹ High price 193 ₹ PEG Ratio 0.96 Debt to equity 1.85
52w Index 47.5 % Qtr Profit Var 149 % EPS 14.3 ₹ Industry PE 16.7

📊 Core Financials

  • Quarterly PAT declined to 275 Cr from 297 Cr, showing slight weakness in earnings momentum.
  • ROE at 4.63% and ROCE at 9.12% are modest, reflecting limited efficiency in capital utilization.
  • Debt-to-equity ratio at 1.85 indicates high leverage, which could pressure cash flows.
  • EPS at 14.3 ₹ provides a reasonable earnings base, but profitability remains thin.

💹 Valuation Indicators

  • P/E ratio: 10.3, lower than industry average of 16.7, suggesting undervaluation.
  • P/B ratio: ~0.51 (143 ₹ / 281 ₹ book value), indicating the stock trades below book value.
  • PEG ratio: 0.96, close to fair valuation relative to growth.
  • Intrinsic value appears higher than current price, offering margin of safety.

🏢 Business Model & Competitive Advantage

  • Sammaan Capital operates in financial services, focusing on lending and investment activities.
  • Competitive advantage lies in niche positioning and potential growth in credit demand.
  • High leverage and modest returns limit its overall strength compared to peers.

📈 Entry Zone & Long-Term Guidance

  • Entry zone: 135–145 ₹ range (near 200 DMA support at 145 ₹).
  • Long-term holding viable for value investors seeking undervalued financial stocks.
  • Accumulation should be cautious due to high debt levels and weak profitability metrics.

Positive

  • Stock trades below book value (P/B ~0.51).
  • Low P/E (10.3) compared to industry average (16.7), suggesting undervaluation.
  • FII holdings increased (+5.89%), showing foreign investor confidence.

Limitation

  • High debt-to-equity ratio (1.85), raising financial risk.
  • Low ROE (4.63%) and ROCE (9.12%), indicating weak capital efficiency.
  • No dividend yield, limiting income returns for investors.

Company Negative News

  • Quarterly PAT declined sequentially (275 Cr vs 297 Cr).
  • DII holdings decreased (-2.52%), showing reduced domestic institutional support.

Company Positive News

  • FII holdings increased significantly (+5.89%), reflecting foreign confidence.
  • Stock trading near 200 DMA (145 ₹), providing technical support.

Industry

  • Industry PE at 16.7, higher than Sammaan Capital’s 10.3, highlighting undervaluation.
  • Financial services sector expected to grow steadily with rising credit demand in India.

Conclusion

  • Sammaan Capital is undervalued relative to peers, trading below book value and industry PE.
  • High debt and weak profitability metrics remain concerns.
  • Accumulation near 135–145 ₹ is attractive for value investors, but long-term holding requires monitoring of leverage and earnings growth.

I can also extend this into a peer comparison with other mid-cap financial service companies to highlight relative valuation and risk factors if you’d like.

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