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SUNTV - Fundamental Analysis: Financial Health & Valuation

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Rating: 4

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

Fundamental Rating: 4.0

Stock Code SUNTV Market Cap 21,662 Cr. Current Price 548 ₹ High / Low 691 ₹
Stock P/E 13.2 Book Value 306 ₹ Dividend Yield 2.74 % ROCE 20.4 %
ROE 15.7 % Face Value 5.00 ₹ DMA 50 558 ₹ DMA 200 583 ₹
Chg in FII Hold -0.24 % Chg in DII Hold 0.45 % PAT Qtr 350 Cr. PAT Prev Qtr 529 Cr.
RSI 47.3 MACD -4.89 Volume 29,485 Avg Vol 1Wk 2,94,201
Low price 480 ₹ High price 691 ₹ PEG Ratio 4.28 Debt to equity 0.01
52w Index 32.3 % Qtr Profit Var -12.2 % EPS 39.8 ₹ Industry PE 17.3

💰 Financials: Sun TV Network (SUNTV) demonstrates solid fundamentals with ROE at 15.7% and ROCE at 20.4%, reflecting efficient capital usage and profitability. Debt-to-equity ratio of 0.01 highlights a virtually debt-free balance sheet, ensuring financial stability. Quarterly PAT declined from ₹529 Cr. to ₹350 Cr., showing earnings pressure. Cash flows remain strong, supported by subscription revenues, advertising, and digital expansion.

📊 Valuation: Current P/E of 13.2 is below the industry average of 17.3, suggesting undervaluation. P/B ratio (~1.8) is reasonable given the book value of ₹306. PEG ratio of 4.28 indicates stretched valuation relative to growth prospects. Intrinsic value suggests the stock is fairly valued, with potential upside if earnings stabilize.

📺 Business Model & Competitive Advantage: SUNTV is a leading regional broadcaster with dominance in South India. Its competitive advantage lies in strong brand equity, extensive content library, and diversified revenue streams from TV broadcasting, digital platforms, and film production. Expansion into OTT strengthens its long-term positioning, though competition from national and global players remains a challenge.

📈 Entry Zone: Considering DMA 50 (₹558) and DMA 200 (₹583), accumulation is attractive in the ₹520–₹540 range. Long-term investors can hold for steady dividends and moderate capital appreciation, given SUNTV’s strong market presence and low leverage.

Positive

  • Strong ROCE (20.4%) and ROE (15.7%) indicate efficient operations.
  • Virtually debt-free balance sheet (Debt-to-equity 0.01).
  • Dividend yield of 2.74% provides steady income.
  • Dominant regional presence with strong brand equity.

Limitation

  • Quarterly PAT decline from ₹529 Cr. to ₹350 Cr.
  • PEG ratio of 4.28 signals overvaluation relative to growth.
  • Competition from OTT and national broadcasters.
  • Low trading volumes compared to peers.

Company Negative News

  • Decline in FII holdings (-0.24%).
  • Profit variation (-12.2%) raises concerns about earnings stability.

Company Positive News

  • Increase in DII holdings (+0.45%), signaling domestic institutional confidence.
  • Strong dividend payout supports investor sentiment.

Industry

  • Media industry P/E at 17.3 indicates SUNTV trades at a discount.
  • Sector growth driven by advertising recovery and digital streaming expansion.
  • Regional broadcasters benefit from strong local content demand.

Conclusion

🔑 SUNTV is a fundamentally strong company with efficient returns, low debt, and steady dividends. While earnings volatility and competition from OTT platforms pose risks, its undervaluation relative to industry peers makes it attractive. Entry around ₹520–₹540 offers a favorable risk-reward balance. Long-term holding is justified for investors seeking stable income and moderate growth in the media sector.

Would you like me to also prepare a comparative HTML snapshot against peers like Zee Entertainment and Network18 to highlight SUNTV’s relative strengths and weaknesses?

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