TATAINVEST - Investment Analysis

Last Updated Time : 02 Aug 25, 12:58 am

Investment Rating: 3.7

📊 Fundamental Analysis

Tata Investment Corporation Ltd (TATAINVEST) is a holding company focused on long-term investments in equity and mutual funds. While it benefits from Tata Group stability, its financial metrics raise caution

ROE (1.02%) & ROCE (1.21%): Extremely low return metrics — poor capital efficiency.

Debt-to-Equity (0.00): Debt-free, which is a major plus for long-term resilience.

Dividend Yield (0.40%): Very modest, not attractive for income investors.

P/E (109) vs Industry P/E (26.1): Highly overvalued.

PEG Ratio (8.15): Indicates expensive valuation relative to growth.

Book Value (₹6,145) vs Current Price (₹6,718): P/B ratio ~1.09 — fair, but not compelling.

📈 Technical & Price Trend Insights

Current Price: ₹6,718

DMA 50 / DMA 200: ₹6,609 / ₹6,389 — price is slightly above both, indicating mild bullish sentiment.

RSI (52.9): Neutral zone.

MACD (7.77): Mild bullish crossover.

Volume: Near average — no strong momentum.

💰 Ideal Entry Price Zone

Based on valuation and technical support

Entry Zone: ₹6,200–₹6,500 This range offers proximity to book value and aligns with historical support. Below ₹6,200, it becomes a value buy.

🧭 If You Already Hold the Stock

Exit Strategy / Holding Period

Hold for 3–5 years only if you believe in Tata Capital’s IPO and long-term NAV appreciation.

Partial Exit near ₹7,800–₹8,000 if valuations remain stretched and ROE doesn’t improve.

Exit Trigger: If ROE stays below 2% and PEG remains above 5 for 2+ quarters.

Long-Term Forecasts

Year Target Range

2025 ₹4,482–₹9,121

1

2026 ₹9,000–₹9,944

1

2030 ₹25,456–₹26,548

1

These projections suggest moderate-to-strong upside over 5–7 years, driven by portfolio appreciation and Tata Capital’s IPO.

📌 Summary

Metric Value Verdict

ROE / ROCE 1.02% / 1.21% Weak

PEG Ratio 8.15 Overvalued

Debt-to-Equity 0.00 Very low risk

Dividend Yield 0.40% Minimal

P/E vs Industry 109 vs 26.1 Highly overvalued

Entry Price Zone ₹6,200–₹6,500 Safer entry

Exit Strategy ₹7,800–₹8,000 Partial exit zone

Would you like a comparison with HDFC AMC or ICICI Prudential to explore better asset management picks?

1

shareprice-target.com

Edit in a page