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IRFC - Swing Trade Analysis with AI Signals

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Rating: 3.8

Last Updated Time : 05 May 26, 03:38 pm

📊 Swing Trade Rating: 3.8

Stock Code IRFC Market Cap 1,36,540 Cr. Current Price 104 ₹ High / Low 149 ₹
Stock P/E 19.5 Book Value 43.3 ₹ Dividend Yield 2.01 % ROCE 5.83 %
ROE 12.8 % Face Value 10.0 ₹ DMA 50 103 ₹ DMA 200 115 ₹
Chg in FII Hold 0.18 % Chg in DII Hold 1.35 % PAT Qtr 1,802 Cr. PAT Prev Qtr 1,777 Cr.
RSI 56.5 MACD 1.62 Volume 1,16,67,908 Avg Vol 1Wk 1,14,50,916
Low price 87.0 ₹ High price 149 ₹ PEG Ratio 8.82 Debt to equity 2.73
52w Index 28.1 % Qtr Profit Var 10.5 % EPS 5.36 ₹ Industry PE 19.8

Analysis: IRFC is trading at ₹104, close to its 50 DMA (₹103) but below the 200 DMA (₹115), showing consolidation with mild bearish bias. RSI at 56.5 indicates neutral momentum, while MACD at 1.62 suggests a slight positive crossover. Valuation is fair with a P/E of 19.5 compared to industry average of 19.8, and EPS of ₹5.36 is reasonable. ROE at 12.8% is decent, though ROCE at 5.83% is weak. Debt-to-equity ratio at 2.73 is high, reflecting leverage risk. PAT improved (₹1,802 Cr vs ₹1,777 Cr), with quarterly profit variation (+10.5%) supporting earnings stability. Dividend yield at 2.01% adds investor appeal. Swing trade potential is moderate, with upside capped by resistance near 200 DMA.

Optimal Entry Price: ₹100–102, near short-term support.

Exit Strategy (if holding): Consider exiting around ₹110–112, aligning with resistance before 200 DMA.

✅ Positive

  • Valuation in line with industry average (P/E 19.5 vs 19.8).
  • PAT growth (+10.5%) supports earnings momentum.
  • DII holdings increased significantly (+1.35%).

⚠️ Limitation

  • High debt-to-equity ratio (2.73).
  • Weak ROCE at 5.83% compared to peers.
  • Trading below 200 DMA (₹115), showing overhead resistance.

📉 Company Negative News

  • High leverage limits financial flexibility.
  • Efficiency metrics (ROCE) remain weak.

📈 Company Positive News

  • PAT improved (₹1,802 Cr vs ₹1,777 Cr).
  • FII holdings increased slightly (+0.18%).
  • DII holdings increased strongly (+1.35%).

🏭 Industry

  • Industry P/E at 19.8, showing IRFC trades fairly valued.
  • Railway finance sector benefits from government-backed demand but remains sensitive to leverage risks.

🔎 Conclusion

IRFC offers moderate swing trade potential with stable earnings and fair valuation. Entry near ₹100–102 may be considered, with exit around ₹110–112. While dividend yield and institutional support are positives, caution is advised due to high leverage and weak efficiency metrics.

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