⚠ Disclaimer: This report is generated using AI tools and is for informational purposes only. It does not constitute investment advice. Please consult a registered financial advisor before making any investment decisions.

BHARATFORG - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.8

Last Updated Time : 19 Mar 26, 07:10 pm

Fundamental Rating: 3.8

Stock Code BHARATFORG Market Cap 86,289 Cr. Current Price 1,804 ₹ High / Low 1,936 ₹
Stock P/E 64.6 Book Value 231 ₹ Dividend Yield 0.47 % ROCE 14.6 %
ROE 13.7 % Face Value 2.00 ₹ DMA 50 1,675 ₹ DMA 200 1,440 ₹
Chg in FII Hold -1.22 % Chg in DII Hold 1.97 % PAT Qtr 322 Cr. PAT Prev Qtr 316 Cr.
RSI 55.2 MACD 29.2 Volume 22,08,384 Avg Vol 1Wk 14,31,841
Low price 919 ₹ High price 1,936 ₹ PEG Ratio 5.59 Debt to equity 0.33
52w Index 87.0 % Qtr Profit Var -7.03 % EPS 26.8 ₹ Industry PE 25.0

📊 Financials

  • Revenue Growth: Stable, but quarterly PAT only marginally improved (322 Cr. vs 316 Cr.)
  • Profit Margins: Moderate, quarterly profit variation at -7.03%
  • Debt Ratios: Debt-to-Equity 0.33, manageable but higher than peers
  • Cash Flows: Reasonable, supported by diversified operations
  • Return Metrics: ROE 13.7%, ROCE 14.6% — moderate efficiency

💹 Valuation

  • P/E Ratio: 64.6 (well above Industry PE 25.0, indicates premium valuation)
  • P/B Ratio: ~7.8 (high, reflects market optimism)
  • PEG Ratio: 5.59 (suggests overvaluation relative to growth)
  • Intrinsic Value: Current price (1,804 ₹) above DMA 50 (1,675 ₹) & DMA 200 (1,440 ₹), showing bullish momentum

🏢 Business Model & Competitive Advantage

  • Global leader in forging and automotive components
  • Diversified presence in defense, aerospace, and industrial sectors
  • Strong export base and technological expertise
  • Competitive advantage in engineering capabilities and product diversification

📈 Entry Zone Recommendation

  • Entry Zone: 1,650–1,750 ₹ (near DMA 50 support)
  • Long-Term Holding: Suitable for investors seeking exposure to auto and defense cycles, but valuations are stretched

✅ Positive

  • Diversified business across auto, defense, and aerospace
  • Strong market cap and global presence
  • DII holding increased (+1.97%)
  • Technical momentum above DMA 200

⚠️ Limitation

  • High P/E and PEG ratios
  • ROE and ROCE relatively modest compared to valuation
  • Debt-to-Equity at 0.33, higher than debt-free peers

📉 Company Negative News

  • FII holding decreased (-1.22%)
  • Quarterly profit variation negative (-7.03%)

📈 Company Positive News

  • DII holding increased (+1.97%)
  • Strong technical momentum with MACD positive (29.2)
  • Stock trading near highs, supported by bullish sentiment

🏭 Industry

  • Automotive and defense sectors showing cyclical growth
  • Industry PE at 25.0, Bharat Forge trades at a significant premium

🔎 Conclusion

Bharat Forge is a diversified engineering powerhouse with strong global presence and exposure to auto and defense cycles. While fundamentals are stable, valuations are stretched with a P/E of 64.6 and PEG of 5.59. Entry around 1,650–1,750 ₹ offers better risk-reward. Long-term investors can hold for sectoral growth, but should be cautious of premium valuations and moderate return ratios.

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