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BHARATFORG - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.8

Last Updated Time : 04 May 26, 11:57 am

Fundamental Rating: 3.8

Stock Code BHARATFORG Market Cap 89,957 Cr. Current Price 1,882 ₹ High / Low 1,950 ₹
Stock P/E 67.3 Book Value 231 ₹ Dividend Yield 0.45 % ROCE 14.6 %
ROE 13.7 % Face Value 2.00 ₹ DMA 50 1,765 ₹ DMA 200 1,523 ₹
Chg in FII Hold 1.75 % Chg in DII Hold -1.46 % PAT Qtr 322 Cr. PAT Prev Qtr 316 Cr.
RSI 58.7 MACD 42.8 Volume 21,05,457 Avg Vol 1Wk 13,54,718
Low price 1,080 ₹ High price 1,950 ₹ PEG Ratio 5.83 Debt to equity 0.33
52w Index 92.2 % Qtr Profit Var -7.03 % EPS 26.8 ₹ Industry PE 27.3

📊 Bharat Forge (BHARATFORG) maintains a solid business model in auto components and defense manufacturing, supported by global exports. Financially, ROCE at 14.6% and ROE at 13.7% indicate moderate efficiency, while debt-to-equity at 0.33 remains manageable. PAT growth is flat (322 Cr. vs 316 Cr.), with quarterly profit variation at -7.03%, showing earnings pressure. Valuations are stretched with a P/E of 67.3 compared to industry average of 27.3, and a PEG ratio of 5.83 suggests expensive growth. EPS of 26.8 ₹ reflects profitability, but intrinsic value indicates limited margin of safety at current levels.

💡 Entry Zone: 1,770–1,820 ₹ (near 50 DMA support).

📈 Long-Term Holding Guidance: Suitable for swing and long-term investors, but accumulation should be cautious given stretched valuations. Hold for 12–18 months with profit booking near 1,930–1,950 ₹ if momentum sustains.

✅ Positive

  • Strong global presence in auto and defense sectors.
  • Healthy EPS (26.8 ₹) supports profitability.
  • FII holdings increased (+1.75%), showing foreign investor confidence.
  • Stock trading above 200 DMA (1,523 ₹), indicating long-term strength.

⚠️ Limitation

  • High P/E (67.3) vs industry average (27.3).
  • PEG ratio of 5.83 suggests expensive growth.
  • Quarterly profit variation (-7.03%) reflects earnings pressure.
  • Dividend yield of 0.45% is modest.

📉 Company Negative News

  • DII holdings declined (-1.46%), showing reduced domestic institutional support.
  • Flat PAT growth indicates limited near-term earnings momentum.

📈 Company Positive News

  • FII holdings increased (+1.75%), reflecting foreign investor confidence.
  • Strong trading volumes above weekly average indicate investor interest.

🏭 Industry

  • Auto and defense manufacturing sectors remain resilient with global demand.
  • Industry P/E at 27.3 highlights moderate valuations compared to Bharat Forge’s premium.

🔎 Conclusion

⚖️ Bharat Forge is a fundamentally stable company with global exposure and moderate efficiency metrics. However, stretched valuations and earnings pressure limit near-term upside. Entry near 1,770–1,820 ₹ offers a favorable risk-reward setup. Suitable for swing trades and cautious long-term accumulation, with profit booking advised near 1,930–1,950 ₹ if momentum sustains.

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