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Religare Enterprises Limited (RELIGARE) Fair Value & Analysis

Financial Services · IN · Market cap ₹79.8B

RE Religare Enterprises Limited RELIGARE · BSE
Price₹231.45
Fair Value₹37.41
Upside-83.8%
Quality44/100
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Strengths

Healthy Growth
Low debt · generates free cash flow

Risks

!Trades 84% ABOVE our fair value of ₹37.41
!Thin margins · 0.6% net margin
!Narrow moat 21/100
!Evidence only medium, so the estimate is less certain
Healthy Growth
Thin margins · 0.6% net margin
Low debt · generates free cash flow
Narrow moat 21/100
Evidence: Medium Range ₹28.05 – ₹46.76 Share as image

Fair value as of: Aug 23, 2026

From 6 valuation models · updated today

Share price −11.5% over the past month.

Below-average quality, and screening another 84% overvalued on our models.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price sits above even our optimistic bull case (₹46.76). The favourable scenario is already priced in.
  • Weak quality (44/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
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Price vs Fair Value (5 years)

₹308.45 ₹83.10 Fair Value ₹37.41 Apr 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 23, 2026.

How to read this chart

60‑month range ₹83.10 – ₹308.45 · fair‑value band ₹28.05 – ₹46.76 · the ₹231.45 price screens above the ₹37.41 fair value. Dashed = 300-day average. As of Aug 23, 2026.

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Analysis

Religare Enterprises Limited (RELIGARE) currently trades at ₹231.45, while our model-based Fair Value estimate is ₹37.41, implying the stock looks roughly 83.8% overvalued today. The Quality Score stands at 44/100 (below-average quality), in the Financial Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).

Over the trailing twelve months, Religare Enterprises Limited generated revenue of ₹89.8B at a net margin of 0.6%. Revenue grew 26.0% year over year. It earns a return on equity of 2.0%. Net debt stands at ₹1.4B. Fundamentals as of Aug 23, 2026

Our scenario range runs from ₹28.05 (bear case) to ₹46.76 (bull case); at ₹231.45, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 19% below its 52-week high and 17% above its 52-week low, currently below its 200-day average. For context, the median of 10 Financial Services peers we cover trades at -5% fair-value upside, at -84%, RELIGARE screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Residual Income ₹61.17 ₹59.53 ₹50.35 76
Gordon GGM ₹10.04 ₹20.88 ₹33.12 70
P/E Multiple ₹24.31 ₹32.42 ₹40.52 63
All 6 models by family
Dividend Discount
Gordon GGM ₹10.04 ₹20.88 ₹33.12 70
DDM Multi-Stage ₹10.04 ₹17.60 ₹21.91 61
Multiples
P/E Multiple ₹24.31 ₹32.42 ₹40.52 63
P/B Multiple ₹31.79 ₹42.39 ₹52.99 55
Asset-Based
NCAV (Graham) ₹42.18 ₹56.52 ₹84.36 50
Economic Profit
Residual Income ₹61.17 ₹59.53 ₹50.35 76

Widest divergence: Economic Profit (₹59.53) versus Dividend Discount (₹17.60). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) ₹89.8B
Revenue growth (YoY) +26.0%
Net margin 0.6%
Return on equity 2.0%
Free cash flow ₹18.1B FY2025
P/E ratio 153.3
More key figures
Operating margin -2.6%
EPS (TTM) ₹1.51
EPS growth (YoY) -16.9%
Net debt ₹1.4B FY2023

Figures from reported company fundamentals · as of Aug 23, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 44/100

Of which business quality 50 · Market factors (momentum, volatility) 50

Profitability 34
Margins and returns on capital today
Quality Growth 30
Are margins and returns improving?
Cashflow 91
Earnings quality: real cash, not paper profit
Fin. Strength 35
Balance sheet, leverage, solvency risk
Investment 46
Disciplined investing over empire-building
Low Volatility 75
Calm price path (market factor)
Momentum 43
Price trend over the last 3–12 months (market factor)
52W Momentum 35
Distance to the 52-week high (market factor)
Net Issuance 57
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Religare Enterprises Limited operates as an investment company in India. The company provides broking services in equities, currencies, and commodities; depository participant services; tax information network (TIN) and income tax permanent account number (PAN) facilities; and tax deduction and collection account number (TAN) and tax deduction at source …

Full company description

Religare Enterprises Limited operates as an investment company in India. The company provides broking services in equities, currencies, and commodities; depository participant services; tax information network (TIN) and income tax permanent account number (PAN) facilities; and tax deduction and collection account number (TAN) and tax deduction at source (TDS)/tax collection at source (TCS) filing services, as well as operates as a National Securities Depository Limited (NSDL)-appointed enrolment agency for Aadhaar unique identification number and an AMFI-registered mutual fund distributor. It also offers finance for small and medium enterprises; and housing finance services, including home-purchase, home construction, and home improvement loans. In addition, the company provides e-governance and financial inclusion services; issues digital signature certificates and USB tokens; and citizen e-services, other ancillary, and allied services. Further, it offers health insurance services to employees of corporates, and individual customers. Additionally, the company provides critical illness, personal accident, top-up coverage, international travel, and maternity insurance products, as well as group health and personal accident insurance for corporates. Religare Enterprises Limited was incorporated in 1984 and is headquartered in New Delhi, India.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Religare Enterprises Limited reported revenue of ₹84.1B in FY2025 versus ₹32.2B in FY2021, a compound +27.1%/yr. Reported net income was ₹860M in FY2025.

Growth Quality 90/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
₹84.1B
Latest YoY
+14.4%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+21.6%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+27.6%
Avg. growth/yr (9Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+9.3%
Revenue +27.1%/yr
FY21 ₹32.2B
FY22 ₹46.8B
FY23 ₹62.3B
FY24 ₹73.5B
FY25 ₹84.1B
Net income
FY21 −₹15.4B
FY22 ₹30.8B
FY23 ₹2.3B
FY24 ₹1.3B
FY25 ₹860M

RELIGARE screens 84% overvalued. Compare with China Life Insurance Company →

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Cite: Fair Value Calculator (2026). "Religare Enterprises Limited Fair Value". https://www.fairvalue-calculator.com/stock/RELIGARE.BSE

Peer Group

Insurance - Life · 96 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 44 · Bottom 25%
Fair Value upside −84% · Bottom 25%
Return on equity (TTM) 2% · Bottom 25%
Return on assets 1% · Below median
Net margin (TTM) 1% · Bottom 25%
Operating margin (TTM) -3% · Bottom 25%
Revenue growth 26% · Top 25%
Dividend yield (TTM) 0.5% · Bottom 25%
Debt / equity 0.14× · Lower than 75% of peers

Valuation Multiples vs Insurance - Life median · lower = cheaper

P/E (TTM) 153.3× · Pricier than 75% of peers
P/B 2.74× · Pricier than 75% of peers
P/S (TTM) 0.89× · Cheaper than median
P/FCF 0.0× · Cheaper than 75% of peers
EV/EBITDA 75.7× · Pricier than 75% of peers

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Insurance - Life stocks, each showing price versus our Fair Value estimate (as of Aug 23, 2026).

Stock Price Fair Value vs Fair Value
China Life Insurance Company 601628 ¥37.33 ¥49.98 +34%
Ping An Insurance (Group) Company 601318 ¥52.08 ¥84.72 +63%
AIA Group 1299 HK$73.00 HK$33.57 -54%
Manulife Financial Corporation 0945 HK$343.40 HK$143.17 -58%
Life Insurance Corporation LICI ₹412.15 ₹392.93 -5%
China Pacific Insurance (Group) Co 601601 ¥30.20 ¥57.51 +90%
Samsung Life Insurance Co 032830 301,000 KRW 191,293 KRW -36%
Prudential plc PUKN 545.00 MXN 362.09 MXN -34%
New China Life Insurance Company 601336 ¥58.79 ¥99.92 +70%
SBI Life Insurance Company SBILIFE ₹1,793 ₹293.11 -84%

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Frequently asked questions

Is Religare Enterprises Limited (RELIGARE) overvalued or undervalued?
As of Aug 23, 2026, our model estimates a fair value of ₹37.41 versus a price of ₹231.45, about −84% (overvalued).
What is the fair value of RELIGARE?
Our model-based fair value for Religare Enterprises Limited is ₹37.41 (as of Aug 23, 2026), built from audited fundamentals. The current price: ₹231.45.
What is the quality score of RELIGARE?
Religare Enterprises Limited has a Quality Score of 44/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Religare Enterprises Limited (RELIGARE)?
Religare Enterprises Limited reported trailing-twelve-month revenue of about ₹89.8B (latest available figure, as of Aug 23, 2026).
What is the net profit margin of RELIGARE?
The net profit margin of Religare Enterprises Limited is about 0.6%, meaning it keeps roughly 0.6% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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