Asarfi Hospital (543943)

Score breakdown: P/E: 2/3 · ROCE: 1/2 · Growth: 2/2 · Dividend: 0/1

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

At ₹157.80, Asarfi Hospital carries a market cap of ₹311 Cr, a trailing P/E of 18.47, and a PEG of 0.26. That PEG is eye-catching: profit grew 101.47% while sales grew 40.04%. Graham would remind me that growth rates are not permanent, but such momentum in a capital-intensive hospital business suggests operating leverage is improving. ROCE at 15.83% is respectable, and a Piotroski F-score of 7/9 strengthens the case that the balance sheet and working capital are behaving well. Still, I am uncomfortable with how much is missing. There is no book value, ROE, debt/equity, or promoter holding data. I cannot judge financial leverage or whether management is aligned with minority shareholders. The latest quarter shows sales of ₹46 Cr and net profit of ₹5 Cr — that implies a healthy margin, but it is only one quarter. With no dividend, my return depends entirely on compounding and eventual re-rating. As a value investor, I prefer a margin of safety, and at 18.47 times earnings the market is paying for continued high growth. If Asarfi delivers even a fraction of its recent profit growth, the valuation is not demanding; if growth decelerates sharply, the multiple offers little protection. I would want to see multi-year evidence of pricing power, a stronger moat in its service area, and clearer capital allocation before calling it a core holding. It is a promising fast grower, but for a hospital business, proving sustainable execution is everything.

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Data from BSE/NSE filings. AI analysis is for educational purposes only — not investment advice. Scoring methodology · Disclaimer