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UTIAMC - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.8

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

Fundamental Rating: 3.8

Stock Code UTIAMC Market Cap 12,712 Cr. Current Price 987 ₹ High / Low 1,495 ₹
Stock P/E 17.8 Book Value 276 ₹ Dividend Yield 2.64 % ROCE 23.7 %
ROE 17.5 % Face Value 10.0 ₹ DMA 50 1,101 ₹ DMA 200 1,184 ₹
Chg in FII Hold -0.35 % Chg in DII Hold 0.29 % PAT Qtr 207 Cr. PAT Prev Qtr 166 Cr.
RSI 34.5 MACD -41.0 Volume 56,521 Avg Vol 1Wk 1,40,547
Low price 905 ₹ High price 1,495 ₹ PEG Ratio 1.11 Debt to equity 0.00
52w Index 13.8 % Qtr Profit Var 45.3 % EPS 49.2 ₹ Industry PE 25.3

📊 Core Financials

  • Revenue Growth: Quarterly PAT improved from 166 Cr. to 207 Cr., showing strong growth momentum.
  • Profit Margins: EPS at 49.2 ₹ reflects healthy profitability.
  • Debt Ratios: Debt-to-equity at 0.00, debt-free balance sheet ensures strong financial stability.
  • Cash Flows: Likely positive given consistent earnings and dividend payouts.
  • Return Metrics: ROCE at 23.7% and ROE at 17.5% highlight efficient capital utilization.

💹 Valuation Indicators

  • P/E Ratio: 17.8, lower than industry average (25.3), suggesting undervaluation.
  • P/B Ratio: ~3.57 (Current Price / Book Value), reasonable compared to peers.
  • PEG Ratio: 1.11, indicates valuation is aligned with growth expectations.
  • Intrinsic Value: Current price (987 ₹) trades below DMA 50 (1,101 ₹) and DMA 200 (1,184 ₹), signaling undervaluation in technical terms.

🏢 Business Model & Competitive Advantage

  • UTIAMC operates in asset management, offering mutual funds and investment solutions.
  • Competitive advantage lies in brand recognition, diversified product offerings, and strong retail investor base.
  • Debt-free status and consistent profitability provide resilience in cyclical markets.

📈 Entry Zone & Long-Term Guidance

  • Entry Zone: Attractive near 950–1,000 ₹, close to current levels and below DMA averages.
  • Long-Term Holding: Suitable for investors seeking exposure to financial services and asset management. Strong fundamentals support holding, with potential upside as valuations normalize.

Positive

  • Quarterly PAT improved from 166 Cr. to 207 Cr.
  • ROCE (23.7%) and ROE (17.5%) highlight efficient capital use.
  • Dividend yield at 2.64% provides attractive shareholder return.

Limitation

  • Stock trading below DMA 50 and DMA 200, reflecting bearish sentiment.
  • RSI at 34.5 indicates oversold conditions.
  • MACD negative (-41.0), showing weak technical momentum.

Company Negative News

  • FII holdings decreased (-0.35%), showing reduced foreign investor confidence.
  • Stock has delivered modest 52-week performance (13.8%).

Company Positive News

  • Quarterly PAT growth of 45.3% indicates strong operational improvement.
  • DII holdings increased (+0.29%), reflecting domestic institutional support.

Industry

  • Industry P/E at 25.3, higher than UTIAMC’s valuation, suggesting sector trades at premium multiples.
  • Asset management industry benefits from rising financialization, retail participation, and long-term savings growth.

Conclusion

  • UTIAMC is fundamentally strong with debt-free status, efficient capital use, and consistent profitability.
  • Valuation is attractive compared to industry, offering potential upside.
  • Entry near 950–1,000 ₹ provides favorable risk-reward; long-term holding is suitable for investors seeking exposure to financial services growth.

I can also prepare a financial services peer comparison HTML table (UTIAMC vs HDFC AMC, Nippon Life AMC, Aditya Birla AMC) to highlight relative valuation and efficiency metrics if you’d like.

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