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
50.11%
1.73
31.20%
Sensex
-11.8%
-0.49
12.94%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
19.20%
EBIT Growth (5y)
23.31%
EBIT to Interest (avg)
5.14
Debt to EBITDA (avg)
3.08
Net Debt to Equity (avg)
0.54
Sales to Capital Employed (avg)
0.94
Tax Ratio
44.98%
Dividend Payout Ratio
43.18%
Pledged Shares
0
Institutional Holding
48.04%
ROCE (avg)
12.14%
ROE (avg)
12.50%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
76
Industry P/E
47
Price to Book Value
9.16
EV to EBIT
47.50
EV to EBITDA
31.34
EV to Capital Employed
6.31
EV to Sales
5.29
PEG Ratio
7.07
Dividend Yield
0.46%
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
Bearish
Mildly Bullish
Moving Averages
Mildly Bullish (Daily)
KST
Mildly Bearish
Bullish
Dow Theory
Mildly Bullish
Mildly Bearish
OBV
Mildly Bullish
Mildly Bearish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend4What is working for the Company
NET SALES(Q)
Highest at Rs 4,639.94 cr
-16What is not working for the Company
PAT(Q)
At Rs -89.73 cr has Fallen at -130.5% (vs previous 4Q average
OPERATING PROFIT TO INTEREST (Q)
Lowest at 7.91 times
DEBTORS TURNOVER RATIO(HY)
Lowest at 4.30 times
PBT LESS OI(Q)
Lowest at Rs 345.20 cr.
EPS(Q)
Lowest at Rs -1.88
Loading Valuation Snapshot...
Here's what is working for Bharat Forge
Net Sales - Quarterly
Highest at Rs 4,639.94 cr and Grown
each quarter in the last five quartersMOJO Watch
Near term sales trend is very positive
Net Sales (Rs Cr)
Here's what is not working for Bharat Forge
Profit After Tax (PAT) - Quarterly
At Rs -89.73 cr has Fallen at -130.5% (vs previous 4Q average)
over average PAT of the previous four quarters of Rs 293.94 CrMOJO Watch
Near term PAT trend is very negative
PAT (Rs Cr)
Operating Profit to Interest - Quarterly
Lowest at 7.91 times
in the last five quartersMOJO Watch
The company's ability to manage interest payments is deteriorating
Operating Profit to Interest
Profit Before Tax less Other Income (PBT) - Quarterly
At Rs 345.20 cr has Fallen at -14.9% (vs previous 4Q average)
over average PBT of the previous four quarters of Rs 405.74 CrMOJO Watch
Near term PBT trend is very negative
PBT less Other Income (Rs Cr)
Profit Before Tax less Other Income (PBT) - Quarterly
Lowest at Rs 345.20 cr.
in the last five quartersMOJO Watch
Near term PBT trend is negative
PBT less Other Income (Rs Cr)
Earnings per Share (EPS) - Quarterly
Lowest at Rs -1.88
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
Non Operating Income - Quarterly
Highest at Rs 57.25 cr
in the last five quartersMOJO Watch
Increased income from non business activities may not be sustainable
Non Operating Income
