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TORNTPOWER - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.4

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

Fundamental Rating: 3.4

Stock Code TORNTPOWER Market Cap 75,571 Cr. Current Price 1,499 ₹ High / Low 1,824 ₹
Stock P/E 29.4 Book Value 378 ₹ Dividend Yield 1.27 % ROCE 15.8 %
ROE 14.1 % Face Value 10.0 ₹ DMA 50 1,539 ₹ DMA 200 1,438 ₹
Chg in FII Hold 0.08 % Chg in DII Hold 0.08 % PAT Qtr 432 Cr. PAT Prev Qtr 712 Cr.
RSI 42.7 MACD -22.3 Volume 2,07,881 Avg Vol 1Wk 4,89,113
Low price 1,188 ₹ High price 1,824 ₹ PEG Ratio 3.60 Debt to equity 0.44
52w Index 48.9 % Qtr Profit Var -60.4 % EPS 51.1 ₹ Industry PE 32.1

📊 Core Financials

Revenue Growth: PAT declined (₹432 Cr vs ₹712 Cr), showing short-term weakness.

Profit Margins: Margins remain stable but under pressure.

Debt Ratios: Debt-to-equity 0.44, moderate leverage.

Cash Flows: Positive operating cash flows supported by power generation and distribution.

Return Metrics: ROCE 15.8%, ROE 14.1% — moderate efficiency and shareholder returns.

💹 Valuation Indicators

P/E Ratio: 29.4, slightly below industry average (32.1), reasonable valuation.

P/B Ratio: ~3.96 (Price ₹1499 / Book Value ₹378), moderate.

PEG Ratio: 3.60, stretched relative to growth.

Intrinsic Value: Fair value closer to ₹1350–1400, current price slightly overvalued.

Dividend Yield: 1.27%, attractive compared to peers.

🏢 Business Model & Competitive Advantage

Operates in power generation, transmission, and distribution.

Strong presence in renewable energy and conventional power projects.

Competitive edge: diversified portfolio, government contracts, and steady demand.

Challenges: regulatory risks, high capex requirements, and profit volatility.

📈 Entry Zone & Long-Term Guidance

Entry Zone: ₹1350–1400 (value zone near intrinsic).

Long-Term Holding: Suitable for investors seeking exposure to power sector growth, with moderate risk.

✅ Positive

ROCE 15.8% and ROE 14.1% reflect decent efficiency.

Dividend yield 1.27% provides income support.

Debt-to-equity moderate at 0.44.

FII (+0.08%) and DII (+0.08%) holdings increased.

⚠️ Limitation

PAT declined sharply (₹432 Cr vs ₹712 Cr).

PEG ratio high (3.60).

RSI at 42.7 indicates weak momentum.

🚨 Company Negative News

Quarterly profit variation (-60.4%) shows volatility.

MACD negative (-22.3), bearish technical trend.

Profitability under pressure despite revenue base.

🌟 Company Positive News

Strong institutional support from FIIs and DIIs.

Technical support near DMA 200 (₹1438).

52-week performance up 48.9%.

🏭 Industry

Power sector driven by renewable energy adoption, infrastructure expansion, and government initiatives.

Industry PE ~32.1, TORNTPOWER trades at slight discount.

Growth drivers: rising electricity demand, clean energy transition, and urbanization.

📌 Conclusion

TORNTPOWER is a moderately strong power sector stock with stable fundamentals, decent returns, and attractive dividend yield. However, profit volatility and stretched PEG ratio limit upside. Entry advisable near ₹1350–1400. Long-term holding suitable for investors seeking exposure to power generation and renewable energy growth, provided they enter at value levels.

Would you like me to compare TORNTPOWER directly with NTPC and Adani Power to highlight relative strengths and valuations?

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