Fortis Healthcare Ltd is Rated Hold by MarketsMOJO

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Fortis Healthcare Ltd is rated 'Hold' by MarketsMojo, with this rating last updated on 13 January 2025. However, the analysis and financial metrics discussed here reflect the stock's current position as of 11 February 2026, providing investors with an up-to-date view of the company’s fundamentals, returns, and market standing.
Fortis Healthcare Ltd is Rated Hold by MarketsMOJO

Current Rating and Its Significance

MarketsMOJO assigns Fortis Healthcare Ltd a 'Hold' rating, indicating a neutral stance on the stock. This suggests that while the company demonstrates solid operational and financial characteristics, the stock may not offer significant upside potential relative to its current valuation and market conditions. Investors are advised to maintain their positions without aggressive buying or selling, awaiting clearer signals from future performance or market developments.

Rating Update Context

The 'Hold' rating was established on 13 January 2025, following a revision from a previous 'Buy' rating. This change reflected a recalibration of the company’s overall mojo score, which declined by six points from 71 to 65. Despite this adjustment, it is crucial to understand that all financial data and performance indicators referenced here are current as of 11 February 2026, ensuring that investors receive the latest insights rather than outdated information from the rating change date.

Quality Assessment

Fortis Healthcare Ltd maintains a 'good' quality grade, underscoring its robust operational framework and consistent delivery of healthcare services. The company’s ability to service debt remains strong, with a low Debt to EBITDA ratio of 0.91 times, signalling prudent financial management and manageable leverage. This financial discipline supports sustainable growth and reduces risk exposure for investors.

Valuation Considerations

Despite its strengths, the stock is currently considered 'expensive' in valuation terms. The company’s Return on Capital Employed (ROCE) stands at 11.9%, while the Enterprise Value to Capital Employed ratio is 5.7, indicating a premium pricing relative to capital utilisation. However, it is noteworthy that Fortis trades at a discount compared to its peers’ average historical valuations, suggesting some relative value remains. The Price/Earnings to Growth (PEG) ratio of 1.5 further reflects a valuation that is somewhat stretched but not excessively so, balancing growth expectations with current price levels.

Financial Trend and Performance

As of 11 February 2026, Fortis Healthcare Ltd exhibits a positive financial trend. Operating profit has grown at an impressive annual rate of 234.77%, highlighting strong operational leverage and effective cost management. The latest quarterly results for September 2025 reveal record figures, including an operating cash flow of ₹334.02 crores and a profit after tax (PAT) of ₹303.73 crores, both the highest recorded by the company. Additionally, the declared dividend per share (DPS) of ₹1.00 marks a peak, reflecting confidence in cash generation and shareholder returns.

Technical Outlook

The stock’s technical grade is mildly bullish, supported by recent price movements and momentum indicators. Over the past day, Fortis Healthcare Ltd’s share price rose by 3.29%, with a one-week gain of 7.21%. Although the three-month return shows a slight decline of 6.43%, the one-year return is robust at 49.79%, demonstrating strong investor interest and resilience. Year-to-date, the stock has appreciated by 4.34%, indicating steady performance in the current calendar year.

Institutional Confidence and Market Position

Institutional investors hold a significant 57.17% stake in Fortis Healthcare Ltd, signalling strong confidence from sophisticated market participants who typically conduct thorough fundamental analysis. This high institutional ownership often contributes to stock stability and can be a positive indicator for retail investors seeking validation of the company’s prospects.

Comparative Performance

Fortis Healthcare Ltd has consistently outperformed the BSE500 index over the last three years, delivering annual returns exceeding benchmark averages. The stock’s 41.85% return over the past year surpasses many peers in the hospital sector, supported by a 45.6% increase in profits during the same period. This consistency in returns and earnings growth reinforces the company’s position as a midcap healthcare player with solid growth credentials.

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What the Hold Rating Means for Investors

Investors should interpret the 'Hold' rating as a signal to maintain existing positions without initiating new purchases or sales aggressively. The company’s strong fundamentals and positive financial trends provide a solid foundation, but the current valuation and market dynamics suggest limited immediate upside. This rating encourages a cautious approach, with attention to upcoming earnings releases and sector developments that could influence future momentum.

Summary of Key Metrics as of 11 February 2026

To summarise, Fortis Healthcare Ltd’s key financial and market metrics as of today include:

  • Mojo Score: 65.0 (Hold grade)
  • Debt to EBITDA ratio: 0.91 times (low leverage)
  • Operating profit growth rate: 234.77% annually
  • Operating cash flow (FY): ₹334.02 crores (highest recorded)
  • Profit after tax (Q): ₹303.73 crores (highest recorded)
  • Dividend per share (FY): ₹1.00 (highest declared)
  • ROCE: 11.9%
  • Enterprise value to capital employed: 5.7
  • PEG ratio: 1.5
  • Institutional holdings: 57.17%
  • Stock returns: 1D +3.29%, 1W +7.21%, 1M +2.18%, 3M -6.43%, 6M +0.12%, YTD +4.34%, 1Y +49.79%

Outlook

While Fortis Healthcare Ltd continues to demonstrate strong operational performance and healthy financial metrics, the current valuation and market conditions justify a neutral stance. Investors should monitor the company’s quarterly results and sector trends closely to identify any shifts that could warrant a reassessment of the rating. For now, the 'Hold' recommendation reflects a balanced view, recognising both the company’s strengths and the tempered upside potential.

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