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TORNTPOWER - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.9

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

Fundamental Rating: 3.9

Stock Code TORNTPOWER Market Cap 65,410 Cr. Current Price 1,298 ₹ High / Low 1,640 ₹
Stock P/E 22.6 Book Value 370 ₹ Dividend Yield 1.46 % ROCE 16.9 %
ROE 18.7 % Face Value 10.0 ₹ DMA 50 1,320 ₹ DMA 200 1,345 ₹
Chg in FII Hold -0.50 % Chg in DII Hold 0.58 % PAT Qtr 746 Cr. PAT Prev Qtr 685 Cr.
RSI 45.7 MACD 4.42 Volume 3,58,405 Avg Vol 1Wk 4,43,066
Low price 1,188 ₹ High price 1,640 ₹ PEG Ratio 0.42 Debt to equity 0.38
52w Index 24.2 % Qtr Profit Var 60.8 % EPS 57.3 ₹ Industry PE 22.1

📊 Core Financials

  • Revenue Growth: Quarterly PAT improved from 685 Cr. to 746 Cr., showing solid growth momentum.
  • Profit Margins: EPS at 57.3 ₹ reflects healthy profitability.
  • Debt Ratios: Debt-to-equity at 0.38, moderate leverage manageable for a utility company.
  • Cash Flows: Likely positive given consistent earnings and dividend payouts.
  • Return Metrics: ROCE at 16.9% and ROE at 18.7% highlight strong capital efficiency.

💹 Valuation Indicators

  • P/E Ratio: 22.6, in line with industry average (22.1), suggesting fair valuation.
  • P/B Ratio: ~3.51 (Current Price / Book Value), reasonable for the sector.
  • PEG Ratio: 0.42, indicates attractive valuation relative to growth prospects.
  • Intrinsic Value: Current price (1,298 ₹) trades slightly below DMA 50 (1,320 ₹) and DMA 200 (1,345 ₹), offering potential value entry.

🏢 Business Model & Competitive Advantage

  • TORNTPOWER operates in power generation and distribution, a regulated and essential sector.
  • Competitive advantage lies in integrated operations, efficient management, and strong regional presence.
  • Consistent profitability and moderate leverage provide resilience against cyclical risks.

📈 Entry Zone & Long-Term Guidance

  • Entry Zone: Attractive near 1,250–1,300 ₹, close to current levels and below DMA averages.
  • Long-Term Holding: Suitable for investors seeking stable returns and dividends. Strong fundamentals support holding, with growth potential in power demand and infrastructure expansion.

Positive

  • Quarterly PAT growth of 60.8% indicates strong operational performance.
  • ROCE (16.9%) and ROE (18.7%) highlight efficient capital use.
  • DII holdings increased (+0.58%), reflecting domestic institutional confidence.

Limitation

  • FII holdings decreased (-0.50%), showing reduced foreign investor interest.
  • Stock trading slightly below DMA 50 and DMA 200, reflecting near-term weakness.
  • Dividend yield at 1.46% is modest compared to other utility peers.

Company Negative News

  • Decline in foreign institutional participation.
  • Technical indicators show RSI at 45.7, reflecting neutral momentum.

Company Positive News

  • Quarterly PAT improved from 685 Cr. to 746 Cr.
  • MACD positive at 4.42, indicating bullish technical signal.

Industry

  • Power sector trades at P/E of 22.1, in line with TORNTPOWER’s valuation.
  • Sector benefits from rising electricity demand, infrastructure growth, and renewable integration.

Conclusion

  • TORNTPOWER is fundamentally strong with consistent profitability, efficient capital use, and moderate leverage.
  • Valuation is fair compared to industry, with entry opportunity near current levels.
  • Best suited for long-term investors seeking stable returns and exposure to India’s growing power sector.

I can also prepare a utility sector peer comparison HTML table (Torrent Power vs NTPC, Power Grid, Adani Energy) to highlight relative valuation and efficiency metrics if you’d like.

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