ScoreWhy is Bharat Forge Ltd. ?
1
Healthy long term growth as Net Sales has grown by an annual rate of 21.55% and Operating profit at 50.95%
2
Flat results in Mar 26
- DEBTORS TURNOVER RATIO(HY) Lowest at 4.30 times
- EPS(Q) Lowest at Rs 4.86
3
Stock is technically in a Bullish range
- The technical trend has improved from Mildly Bullish on 08-Apr-26 and has generated 7.63% returns since then
- Multiple factors for the stock are Bullish like MACD, Bollinger Band, KST, DOW and OBV
4
With ROCE of 13.3, it has a Expensive valuation with a 6.5 Enterprise value to Capital Employed
- The stock is trading at a discount compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of 54.11%, its profits have risen by 13.8% ; the PEG ratio of the company is 5.6
5
High Institutional Holdings at 46.92%
- These investors have better capability and resources to analyse fundamentals of companies than most retail investors.
6
Company is among the highest 1% of companies rated by MarketsMojo across all 4,000 stocks
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to Bharat Forge should be less than 10%
- Overall Portfolio exposure to Auto Components & Equipments should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Auto Components & Equipments)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Bharat Forge for you?
Medium Risk, High Return
Absolute
Risk Adjusted
Volatility
Bharat Forge
55.44%
1.73
31.20%
Sensex
-5.08%
-0.49
12.94%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
21.55%
EBIT Growth (5y)
50.95%
EBIT to Interest (avg)
5.07
Debt to EBITDA (avg)
3.08
Net Debt to Equity (avg)
0.54
Sales to Capital Employed (avg)
0.94
Tax Ratio
34.66%
Dividend Payout Ratio
43.18%
Pledged Shares
0
Institutional Holding
46.92%
ROCE (avg)
12.14%
ROE (avg)
12.50%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
83
Industry P/E
47
Price to Book Value
10.14
EV to EBIT
52.28
EV to EBITDA
34.94
EV to Capital Employed
6.94
EV to Sales
6.08
PEG Ratio
5.98
Dividend Yield
0.39%
ROCE (Latest)
13.28%
ROE (Latest)
12.27%
Loading Valuation Snapshot...
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Bullish
Moving Averages
Bullish (Daily)
KST
Mildly Bearish
Bullish
Dow Theory
Mildly Bullish
No Trend
OBV
Bullish
Bullish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend8What is working for the Company
PAT(9M)
At Rs 892.08 cr has Grown at 20.25%
NET SALES(Q)
Highest at Rs 4,528.04 cr
PBDIT(Q)
Highest at Rs 778.20 cr.
PBT LESS OI(Q)
Highest at Rs 437.90 cr.
-3What is not working for the Company
DEBTORS TURNOVER RATIO(HY)
Lowest at 4.30 times
EPS(Q)
Lowest at Rs 4.86
Loading Valuation Snapshot...
Here's what is working for Bharat Forge
Net Sales - Quarterly
Highest at Rs 4,528.04 cr and Grown
each quarter in the last five quartersMOJO Watch
Near term sales trend is very positive
Net Sales (Rs Cr)
Profit After Tax (PAT) - Nine Monthly
At Rs 892.08 cr has Grown at 20.25%
Year on Year (YoY)MOJO Watch
Near term PAT trend is positive
PAT (Rs Cr)
Operating Profit (PBDIT) - Quarterly
Highest at Rs 778.20 cr.
in the last five quartersMOJO Watch
Near term Operating Profit trend is positive
Operating Profit (Rs Cr)
Profit Before Tax less Other Income (PBT) - Quarterly
Highest at Rs 437.90 cr.
in the last five quartersMOJO Watch
Near term PBT trend is positive
PBT less Other Income (Rs Cr)
Here's what is not working for Bharat Forge
Earnings per Share (EPS) - Quarterly
Lowest at Rs 4.86
in the last five quartersMOJO Watch
Declining profitability; company has created lower earnings for shareholders
EPS (Rs)
Debtors Turnover Ratio- Half Yearly
Lowest at 4.30 times
in the last five half yearly periodsMOJO Watch
Company's pace of settling its Debtors has slowed
Debtors Turnover Ratio
