Update shared on 16 Nov 2025
Fair value Increased 12%Analysts have raised their price target for Bharat Forge from ₹1,146.23 to ₹1,282.81. They cite increased optimism due to stronger projected revenue growth and a slightly higher profit margin outlook.
What's in the News
- Bharat Forge and Rolls-Royce signed an agreement for the manufacture and supply of fan blades for next-generation Pearl 700 and Pearl 10X engines. This expands Bharat Forge's role in advanced aerospace components. (Key Developments)
- A Tripartite Memorandum of Understanding was executed among Bharat Forge, BEML Limited, and Data Patterns (India) Limited to jointly support the Advanced Medium Combat Aircraft (AMCA) programme and participate in the Aeronautical Development Agency's Expression of Interest. (Key Developments)
- Bharat Forge partnered with Windracers Limited to collaborate on the localisation and deployment of ULTRA Unmanned Aerial Vehicles in India, aligning with aerospace growth strategies and technological innovation. (Key Developments)
- The company has scheduled a Board Meeting for November 11, 2025, to consider the unaudited financial results for the quarter and half year ended September 30, 2025, and the approval of potential fund-raising options. (Key Developments)
Valuation Changes
- The Fair Value Estimate has increased from ₹1,146.23 to ₹1,282.81, reflecting higher expectations for the company's future worth.
- The Discount Rate has risen slightly from 14.70% to 15.16%, indicating a marginally higher risk or required return by analysts.
- The Revenue Growth Projection has been upgraded from 11.28% to 13.19%, showing increased optimism for top-line expansion.
- The Net Profit Margin is expected to edge up from 10.91% to 10.92%, a small but positive revision.
- The Future P/E Ratio forecast has climbed from 39.94x to 41.87x, suggesting a somewhat higher market valuation for expected earnings.
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