Bharat Dynamics（541143）株式概要バーラト・ダイナミクス社はインドで誘導ミサイルと関連防衛機器を製造・販売している。 詳細541143 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長6/6過去の実績3/6財務の健全性6/6配当金3/6報酬収益は年間35.52%増加すると予測されています リスク分析不安定な配当実績 すべてのリスクチェックを見る541143 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value₹Current Price₹1.37k56.6% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0107b2016201920222025202620282031Revenue ₹106.5bEarnings ₹18.3bAdvancedSet Fair ValueView all narrativesBharat Dynamics Limited 競合他社Mazagon Dock ShipbuildersSymbol: NSEI:MAZDOCKMarket cap: ₹1.0tGarden Reach Shipbuilders & EngineersSymbol: NSEI:GRSEMarket cap: ₹320.6bData Patterns (India)Symbol: NSEI:DATAPATTNSMarket cap: ₹270.0bZen TechnologiesSymbol: BSE:533339Market cap: ₹180.2b価格と性能株価の高値、安値、推移の概要Bharat Dynamics過去の株価現在の株価₹1,373.5052週高値₹2,013.5552週安値₹1,090.00ベータ0.231ヶ月の変化5.32%3ヶ月変化9.88%1年変化-27.77%3年間の変化148.82%5年間の変化675.66%IPOからの変化603.10%最新ニュースReported Earnings • May 29Full year 2026 earnings released: EPS: ₹11.47 (vs ₹15.00 in FY 2025)Full year 2026 results: EPS: ₹11.47 (down from ₹15.00 in FY 2025). Revenue: ₹28.7b (down 14% from FY 2025). Net income: ₹4.20b (down 24% from FY 2025). Profit margin: 15% (down from 16% in FY 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Aerospace & Defense industry in India. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • May 28Price target decreased by 7.3% to ₹1,448Down from ₹1,562, the current price target is an average from 12 analysts. New target price is 13% above last closing price of ₹1,283. Stock is down 35% over the past year. The company is forecast to post earnings per share of ₹20.79 for next year compared to ₹14.99 last year.Declared Dividend • Feb 04Dividend of ₹4.50 announcedShareholders will receive a dividend of ₹4.50. Ex-date: 9th February 2026 Payment date: 2nd March 2026 Dividend yield will be 0.4%, which is lower than the industry average of 0.9%. Sustainability & Growth Dividend is well covered by both earnings (4% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 3.1% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 86% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 01Third quarter 2026 earnings released: EPS: ₹1.99 (vs ₹4.01 in 3Q 2025)Third quarter 2026 results: EPS: ₹1.99 (down from ₹4.01 in 3Q 2025). Revenue: ₹6.64b (down 20% from 3Q 2025). Net income: ₹729.2m (down 50% from 3Q 2025). Profit margin: 11% (down from 18% in 3Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Aerospace & Defense industry in India. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Sep 25Price target decreased by 8.1% to ₹1,678Down from ₹1,826, the current price target is an average from 9 analysts. New target price is 7.8% above last closing price of ₹1,557. Stock is up 39% over the past year. The company is forecast to post earnings per share of ₹26.25 for next year compared to ₹14.99 last year.Declared Dividend • Sep 04Dividend of ₹0.65 announcedShareholders will receive a dividend of ₹0.65. Ex-date: 19th September 2025 Payment date: 26th October 2025 Dividend yield will be 0.3%, which is lower than the industry average of 0.9%. Sustainability & Growth Dividend is covered by earnings (31% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.5% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 170% over the next 3 years, which should provide support to the dividend and adequate earnings cover.最新情報をもっと見るRecent updatesReported Earnings • May 29Full year 2026 earnings released: EPS: ₹11.47 (vs ₹15.00 in FY 2025)Full year 2026 results: EPS: ₹11.47 (down from ₹15.00 in FY 2025). Revenue: ₹28.7b (down 14% from FY 2025). Net income: ₹4.20b (down 24% from FY 2025). Profit margin: 15% (down from 16% in FY 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Aerospace & Defense industry in India. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • May 28Price target decreased by 7.3% to ₹1,448Down from ₹1,562, the current price target is an average from 12 analysts. New target price is 13% above last closing price of ₹1,283. Stock is down 35% over the past year. The company is forecast to post earnings per share of ₹20.79 for next year compared to ₹14.99 last year.Declared Dividend • Feb 04Dividend of ₹4.50 announcedShareholders will receive a dividend of ₹4.50. Ex-date: 9th February 2026 Payment date: 2nd March 2026 Dividend yield will be 0.4%, which is lower than the industry average of 0.9%. Sustainability & Growth Dividend is well covered by both earnings (4% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 3.1% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 86% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 01Third quarter 2026 earnings released: EPS: ₹1.99 (vs ₹4.01 in 3Q 2025)Third quarter 2026 results: EPS: ₹1.99 (down from ₹4.01 in 3Q 2025). Revenue: ₹6.64b (down 20% from 3Q 2025). Net income: ₹729.2m (down 50% from 3Q 2025). Profit margin: 11% (down from 18% in 3Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Aerospace & Defense industry in India. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Sep 25Price target decreased by 8.1% to ₹1,678Down from ₹1,826, the current price target is an average from 9 analysts. New target price is 7.8% above last closing price of ₹1,557. Stock is up 39% over the past year. The company is forecast to post earnings per share of ₹26.25 for next year compared to ₹14.99 last year.Declared Dividend • Sep 04Dividend of ₹0.65 announcedShareholders will receive a dividend of ₹0.65. Ex-date: 19th September 2025 Payment date: 26th October 2025 Dividend yield will be 0.3%, which is lower than the industry average of 0.9%. Sustainability & Growth Dividend is covered by earnings (31% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.5% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 170% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Sep 02+ 3 more updatesBharat Dynamics Limited to Report Q3, 2026 Results on Feb 14, 2026Bharat Dynamics Limited announced that they will report Q3, 2026 results on Feb 14, 2026Price Target Changed • Aug 20Price target increased by 7.3% to ₹1,826Up from ₹1,702, the current price target is an average from 8 analysts. New target price is 19% above last closing price of ₹1,530. Stock is up 16% over the past year. The company is forecast to post earnings per share of ₹26.90 for next year compared to ₹14.99 last year.Reported Earnings • Aug 13First quarter 2026 earnings released: EPS: ₹0.50 (vs ₹0.20 in 1Q 2025)First quarter 2026 results: EPS: ₹0.50 (up from ₹0.20 in 1Q 2025). Revenue: ₹3.35b (up 75% from 1Q 2025). Net income: ₹183.5m (up 154% from 1Q 2025). Profit margin: 5.5% (up from 3.8% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Aerospace & Defense industry in India. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 02Bharat Dynamics Limited to Report Q1, 2026 Results on Aug 12, 2025Bharat Dynamics Limited announced that they will report Q1, 2026 results on Aug 12, 2025Price Target Changed • May 28Price target increased by 11% to ₹1,380Up from ₹1,242, the current price target is an average from 6 analysts. New target price is 28% below last closing price of ₹1,917. Stock is up 24% over the past year. The company is forecast to post earnings per share of ₹30.82 for next year compared to ₹14.99 last year.お知らせ • May 20Bharat Dynamics Limited to Report Q4, 2025 Results on May 27, 2025Bharat Dynamics Limited announced that they will report Q4, 2025 results on May 27, 2025Valuation Update With 7 Day Price Move • Mar 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹1,135, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 33x in the Aerospace & Defense industry in India. Total returns to shareholders of 371% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹725 per share.Price Target Changed • Feb 10Price target decreased by 9.7% to ₹1,244Down from ₹1,378, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of ₹1,199. Stock is up 49% over the past year. The company is forecast to post earnings per share of ₹19.15 for next year compared to ₹16.72 last year.Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: ₹4.01 (vs ₹3.69 in 3Q 2024)Third quarter 2025 results: EPS: ₹4.01 (up from ₹3.69 in 3Q 2024). Revenue: ₹8.32b (up 38% from 3Q 2024). Net income: ₹1.47b (up 9.0% from 3Q 2024). Profit margin: 18% (down from 22% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Aerospace & Defense industry in India. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 74% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 06Bharat Dynamics Limited Declares Interim Dividend for the Financial Year 2024-25Bharat Dynamics Limited at its Board of Directors meeting held on February 06, 2025 has declared Interim Dividend for the Financial Year 2024-25 at INR 4 per share of the face value of INR 5/- each. The Company has fixed 14 February, 2025 as "Record Date" for the purpose of payment of Interim Dividend on equity shares for the Financial Year 2024-25.お知らせ • Jan 24Bharat Dynamics Limited to Report Q3, 2025 Results on Feb 06, 2025Bharat Dynamics Limited announced that they will report Q3, 2025 results on Feb 06, 2025New Risk • Jan 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.5% average weekly change).お知らせ • Jan 16Bharat Dynamics Limited Appoints Shri D V Srinivas as Director (Technical) on the BoardBharat Dynamics Limited informed that Ministry of Defence, Department of Defence Production, Government of India vide its Office Memorandum No. DDP-M0001(11)/4/2023-D(BDL) dated September 20, 2024, conveyed the approval of the Competent Authority for the appointment of Shri D V Srinivas as Director (Technical) on the Board of BDL. Shri D V Srinivas took the charge as Director (Technical) with effect from September 20, 2024. Further he is not debarred from holding the office by virtue of any SEBI Order or any other authority.お知らせ • Dec 30Bharat Dynamics Limited Announces Cessation of Non-Official Independent DirectorsBharat Dynamics Limited announced that the following Non-Official Independent Directors has ceased to hold the office as per the terms of appointment order vide letter dated dated 3 January 2022: Shri Sanghamitra Mishra - Date of Cessation: December 27, 2024 and Shri Rajendra Singh Shekhawat - Date of Cessation: December 28, 2024.お知らせ • Dec 19Bharat Dynamics Limited Appoints G. Gayatri Prasad as Director (Finance)Bharat Dynamics Limited announced that Ministry of Defence, Department of Defence Production, Government of India vide its Office Memorandum dated 18 December 2024, conveyed the approval of the Competent Authority for the appointment of Shri G. Gayatri Prasad (CFO) as Director (Finance) on the Board of the company from the date of assumption of charge of the post till the date of his superannuation that is 30 June 2029 or until further order, whichever is earlier. Shri G. Gayatri Prasad is not related to any Director or KMP. Shri G. Gayatri Prasad is a Graduate in Commerce and Associate Member of Institute of Cost Accountants of India. He has rich experience of over 27 years in BDL in the areas of Accounting, Finance, Banking, Budgeting and Taxation. Previous to this appointment he was working as CFO and General Manager (Finance) in the Company.Valuation Update With 7 Day Price Move • Nov 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹1,118, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 42x in the Aerospace & Defense industry in India. Total returns to shareholders of 461% over the past three years.Price Target Changed • Nov 19Price target decreased by 8.3% to ₹1,378Down from ₹1,502, the current price target is an average from 5 analysts. New target price is 43% above last closing price of ₹966. Stock is up 72% over the past year. The company is forecast to post earnings per share of ₹18.43 for next year compared to ₹16.72 last year.Reported Earnings • Nov 15Second quarter 2025 earnings released: EPS: ₹3.34 (vs ₹4.02 in 2Q 2024)Second quarter 2025 results: EPS: ₹3.34 (down from ₹4.02 in 2Q 2024). Revenue: ₹6.31b (up 2.4% from 2Q 2024). Net income: ₹1.23b (down 17% from 2Q 2024). Profit margin: 19% (down from 24% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Aerospace & Defense industry in India. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 69% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 04Bharat Dynamics Limited to Report Q2, 2025 Results on Nov 14, 2024Bharat Dynamics Limited announced that they will report Q2, 2025 results on Nov 14, 2024Declared Dividend • Sep 06Dividend of ₹0.85 announcedShareholders will receive a dividend of ₹0.85. Ex-date: 23rd September 2024 Payment date: 30th October 2024 Dividend yield will be 0.7%, which is lower than the industry average of 0.9%. Sustainability & Growth Dividend is covered by both earnings (32% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 6.4% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 123% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Sep 04Bharat Dynamics Limited, Annual General Meeting, Sep 30, 2024Bharat Dynamics Limited, Annual General Meeting, Sep 30, 2024, at 15:00 Indian Standard Time.お知らせ • Aug 15Bharat Dynamics Limited Announces Board ChangesBharat Dynamics Limited announced that Ministry of Defence, Government of India vide letter No. 8(32)/2019-D (Coord/DDP) dated 14 August 2024 conveyed the approval of the Competent Authority for the appointment of Shri Amit Satija, Joint Secretary as Part-Time Official Director (i.e., Government Director) on the Board of BDL, with effect from 14 August 2024 in place of Shri Anurag Bajpai, Additional Secretary (DP). Shri Amit Satija is an IAS officer of 2008 batch from AGMUT cadre who is currently posted as Joint Secretary in the Ministry of Defence in the Department of Defence Production. Prior to joining the Government of India, he has served at various positions in different States and UTs in the country including Delhi, Goa, Andaman Nicobar Islands and Lakshadweep Islands. Shri Satija is a graduate in Economics and has done Masters of Management Studies from Jamnalal Bajaj Institute of Management Studies, Mumbai before joining IAS.Reported Earnings • Aug 10First quarter 2025 earnings released: EPS: ₹0.20 (vs ₹1.14 in 1Q 2024)First quarter 2025 results: EPS: ₹0.20 (down from ₹1.14 in 1Q 2024). Revenue: ₹2.72b (down 8.8% from 1Q 2024). Net income: ₹72.2m (down 83% from 1Q 2024). Profit margin: 2.7% (down from 14% in 1Q 2024). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Aerospace & Defense industry in India. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 95% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 02Bharat Dynamics Limited to Report Q1, 2025 Results on Aug 09, 2024Bharat Dynamics Limited announced that they will report Q1, 2025 results on Aug 09, 2024お知らせ • Jul 31Bharat Dynamics Limited Announces Retirement of P. Veerabhadra Rao as General Manager (Finance)Bharat Dynamics Limited announced that Shri P. Veerabhadra Rao, General Manager (Finance) retired on 31 July 2024 (after the closing of office hours) on attaining the age of superannuation.Reported Earnings • Jun 05Full year 2024 earnings released: EPS: ₹16.72 (vs ₹9.61 in FY 2023)Full year 2024 results: EPS: ₹16.72 (up from ₹9.61 in FY 2023). Revenue: ₹23.7b (down 4.8% from FY 2023). Net income: ₹6.13b (up 74% from FY 2023). Profit margin: 26% (up from 14% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Aerospace & Defense industry in India. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 93% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Jun 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.1% average weekly change).お知らせ • May 30Bharat Dynamics Limited Recommends Final Dividend for the Year Ended March 31, 2024Bharat Dynamics Limited at its board of directors meeting held on May 30, 2024, recommended a final Dividend of INR 0.85 per share (face value of INR 5.00 each) for the year ended March 31, 2024. This Dividend upon approval by the shareholders at the upcoming Annual General Meeting will be paid within 30 days from the date of AGM.Valuation Update With 7 Day Price Move • May 23Investor sentiment improves as stock rises 36%After last week's 36% share price gain to ₹1,407, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 42x in the Aerospace & Defense industry in India. Total returns to shareholders of 690% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹2,108 per share.お知らせ • May 17Bharat Dynamics Limited to Report Q4, 2024 Results on May 30, 2024Bharat Dynamics Limited announced that they will report Q4, 2024 results on May 30, 2024Upcoming Dividend • Mar 26Upcoming dividend of ₹8.85 per shareEligible shareholders must have bought the stock before 02 April 2024. Payment date: 18 April 2024. Payout ratio is a comfortable 4.6% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (0.9%).お知らせ • Mar 22Bharat Dynamics Limited Announces Chief Financial Officer ChangesBharat Dynamics Limited at its board meeting held on March 21, 2024, approved the appointment of Shri G. Gayatri Prasad, General Manager (Finance) as the Chief Financial Officer of the Company, consequent to cessation of Shri N. Srinivasulu as Director (Finance) and Chief Financial Officer on 31 January 2024. Shri G. Gayatri Prasad is a Graduate in Commerce and Associate Member of Institute of Cost Accountants of India. He has rich experience of over 27 years in BDL in the areas of Accounting, Finance, Banking, Budgeting and Taxation. At present he is working as General Manager (Finance) in the Company.お知らせ • Mar 21Bharat Dynamics Limited Declares Interim Dividend for the Financial Year 2023-24, Payable on and Before April 18, 2024Bharat Dynamics Limited at its board meeting held on March 21, 2024, declared an interim dividend of INR 8.85 per equity share of INR 10 each fully paid-up for the financial year 2023-24. The Company has fixed 02 April 2024 as Record Date for the purpose of payment of Interim Dividend on equity shares for the Financial Year 2023-24 and the payment of Interim Dividend will be completed on and before 18 April 2024.Buy Or Sell Opportunity • Feb 12Now 25% undervaluedOver the last 90 days, the stock has risen 49% to ₹1,615. The fair value is estimated to be ₹2,156, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 25% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.お知らせ • Feb 10Bharat Dynamics Limited Assigns Additional Charge of the Post of Director (Technical) to PV Rajaram Director (Production)Bharat Dynamics Limited inform that Ministry of Defence, Government of India vide letter No.M0001(11)/4/2021-D (BDL) dated 08 Feb. 2024 has assigned the additional charge of the post of Director (Technical) to Shri. PV Rajaram Director (Production) for a period of 8 months i.e. from 19 Jan 2024 to 18 September 2024 or till the regular incumbent joins to the post or until further orders, whichever is earliest. He is not related to any Directors of the Company.お知らせ • Feb 09Bharat Dynamics Limited Assigns Additional Charge of the Post of Director (Finance) to Cmde. A. Madhavarao, CMDBharat Dynamics Limited inform that Ministry of Defence, Government of India vide letter No. DDP M0001(11)/3/2019- D(BDL) dated 08 Feb. 2024 has assigned the additional charge of the post of Director (Finance) to Cmde. A. Madhavarao, CMD (DIN 09808949), for a period of 3 months reckoning from date of vacancy i.e. 01 Feb. 2024 to 30 April 2024 or till the appointment of regular incumbent, whichever is earlier. He is not related to any Directors of the Company.お知らせ • Feb 01Bharat Dynamics Limited Announces Executive ChangesBharat Dynamics Limited announced changes in Senior Management consequent to the Departmental Promotions- 2023-24, as follows: Shri L Kishan as Executive Director (Bhanur Unit Head). As General Manager he was heading Bhanur Unit. Shri M Ravi as Executive Director (Mktg, BD & Corporate Services). As General Manager he was heading Business Development division.Price Target Changed • Jan 28Price target increased by 11% to ₹1,608Up from ₹1,447, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of ₹1,671. Stock is up 82% over the past year. The company is forecast to post earnings per share of ₹31.16 for next year compared to ₹19.21 last year.Reported Earnings • Jan 26Third quarter 2024 earnings released: EPS: ₹7.37 (vs ₹4.57 in 3Q 2023)Third quarter 2024 results: EPS: ₹7.37 (up from ₹4.57 in 3Q 2023). Revenue: ₹6.02b (up 30% from 3Q 2023). Net income: ₹1.35b (up 61% from 3Q 2023). Profit margin: 22% (up from 18% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Aerospace & Defense industry in India. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 72% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 13Bharat Dynamics Limited to Report Q3, 2024 Results on Jan 24, 2024Bharat Dynamics Limited announced that they will report Q3, 2024 results on Jan 24, 2024Price Target Changed • Jan 08Price target increased by 13% to ₹1,519Up from ₹1,339, the current price target is an average from 5 analysts. New target price is 13% below last closing price of ₹1,742. Stock is up 86% over the past year. The company is forecast to post earnings per share of ₹30.25 for next year compared to ₹19.21 last year.Valuation Update With 7 Day Price Move • Dec 27Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹1,767, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 40x in the Aerospace & Defense industry in India. Total returns to shareholders of 461% over the past three years.Reported Earnings • Nov 05Second quarter 2024 earnings released: EPS: ₹8.03 (vs ₹4.14 in 2Q 2023)Second quarter 2024 results: EPS: ₹8.03 (up from ₹4.14 in 2Q 2023). Revenue: ₹6.16b (up 15% from 2Q 2023). Net income: ₹1.47b (up 94% from 2Q 2023). Profit margin: 24% (up from 14% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Aerospace & Defense industry in India. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 20Bharat Dynamics Limited to Report Q2, 2024 Results on Nov 03, 2023Bharat Dynamics Limited announced that they will report Q2, 2024 results on Nov 03, 2023Upcoming Dividend • Sep 13Upcoming dividend of ₹1.20 per share at 0.9% yieldEligible shareholders must have bought the stock before 20 September 2023. Payment date: 28 October 2023. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.4%). Lower than average of industry peers (1.2%).お知らせ • Sep 02Bharat Dynamics Limited, Annual General Meeting, Sep 28, 2023Bharat Dynamics Limited, Annual General Meeting, Sep 28, 2023, at 15:00 Indian Standard Time.お知らせ • Sep 01Bharat Dynamics Limited Appoints Shri P V Raja Ram as Director (Production) on the BoardBharat Dynamics Limited announced that conveyed the approval of the Competent Authority for the appointment of Shri P V Raja Ram as Director (Production) on the Board of BDL. Shri P V Raja Ram took the charge as Director (Production) w.e.f 30 August 2023. Shri P V Raja Ram took charge of the Director (Production), BDL w.e.f 30 August 2023.He is a Mechanical Engineer from Osmania University Mr. Raja Ram has rich experience spanning 34years in various areas of Missile Production. Prior to his new appointment, Mr. Raja Ram has served as Executive Director, head of Kanchanbagh unit. Earlier as General Manager, Head of Surface to Air Missiles he played a keyrole in establishing facilities and streamlining Production of MRSAM Missiles and was instrumental in establishing flexible manufacturing lines for Akash Missile and its variants as head of Akash Weapon System. He was actively involved in preparation of Quality and process documents for implementation of ISO 9001 for Prithvi and Akash Missiles. Played a key role in establishing facilities for Production of Prithvi missile.Reported Earnings • Aug 05First quarter 2024 earnings released: EPS: ₹2.28 (vs ₹2.17 in 1Q 2023)First quarter 2024 results: EPS: ₹2.28 (up from ₹2.17 in 1Q 2023). Revenue: ₹2.98b (down 57% from 1Q 2023). Net income: ₹418.2m (up 4.9% from 1Q 2023). Profit margin: 14% (up from 5.7% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Aerospace & Defense industry in India. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 26Bharat Dynamics Limited to Report Q1, 2024 Results on Aug 04, 2023Bharat Dynamics Limited announced that they will report Q1, 2024 results on Aug 04, 2023お知らせ • Jul 22+ 1 more updateBharat Dynamics Limited Announces Appointment of Shri A. Madhavarao Director as ChairmanBharat Dynamics Limited announced the appointment of Shri A. Madhavarao Director (Technical) (DIN: 09808949) as Chairman on the Board of BDL with effect from the date of his assumption of charge of the post till the date of his superannuation i.e. April 30, 2026 or until further orders, whichever is earlier. The brief profile of Shri A. Madhavarao is enclosed: Commodore A Madhavarao (Retd.) has assumed charge as Chairman and Managing Director of Bharat Dynamics Limited (BDL) on 19 July 23. He had joined Bharat Dynamics Limited in March 2020 as Executive Director and was currently holding the post of Director (Technical) with additional charge of Director (Production). An Alumnus of various educational Institutes and Universities, he has a B. Tech in Electrical Engineering, ME in Electronics & Telecommunication, MSc in Defence Studies, MBA in Finance and Master of Management Studies. Apart from his current experience in BDL, he has had an illustrious career spanning over three decades in the Indian Navy. In his previous appointments at BDL, he played a significant role in establishing a Product Support Group to provide credible support the Indian Armed Forces, enhancing the in house R & D activities and establishing an effective supply chain to meet Production schedules. He played a pivotal role in developing infrastructure in BDL to enable the Company take up initiatives towards realization of Atmanirbharta in Defence and manufacturing of future generation of advanced missiles on a fast-track basis. He has been instrumental in signing of contracts with the Indian armed Forces/Ministry of Defence and other foreign countries contributing significantly to the current healthy order book position of the Company. During his tenure in the Indian Navy, Commodore Madhavarao took part in the Kargil and Parakram operations. He was instrumental in setting up the Nuclear and Safety field organization in Visakhapatnam for induction of Nuclear Submarines into the Indian Navy. He served onboard two classes of submarines of Indian Navy and played a key role in the induction of Nuclear Submarine Chakra. He has also served on three frontline ships of the Navy and held key positions in the Command Headquarters in Visakhapatnam and Integrated Headquarters Ministry of Defence Navy, New Delhi and was responsible for future planning and policy making. He has a long association with the Naval Dockyards, served as General Manager Technical at Naval Dockyard Visakhapatnam and was responsible for preparing the long-term perspective plan for the Naval Dockyard modernization. As a member of the Top Management of BDL and the Indian Navy, he has provided excellent leadership to steer various `Make-in-India' programmes in defence, which have paid rich dividend to the Company and the Nation.Price Target Changed • Jul 18Price target increased by 7.3% to ₹1,240Up from ₹1,156, the current price target is an average from 5 analysts. New target price is 7.1% above last closing price of ₹1,157. Stock is up 61% over the past year. The company is forecast to post earnings per share of ₹30.52 for next year compared to ₹19.22 last year.お知らせ • Jul 12Bharat Dynamics Limited Announces Appointment of Cmde A. Madhavarao as Director ProductionBharat Dynamics Limited informed that Ministry of Defence, Government of India vide letter No.M0001(11)/2/2022- D(BDL) dated 11.07.2023 has assigned the additional charge of the post of Director (Production) to Cmde A. Madhavarao (Retd.) Director (Technical) (DIN 09808949), for a period of 3 months (to be reckoned from the date of vacancy i.e. 01.07.2023).お知らせ • Jul 09+ 1 more updateBharat Dynamics Limited Announces Additional Charge of the Post of Chairman to Shri N SrinivasuluBharat Dynamics Limited announced additional charge of the post of Chairman to Shri N Srinivasulu (Finance), BDL beyond first three months with effect from January 1, 2023 to September 30, 2023 or till regular incumbent join the post, or until further orders, whichever is earliest.お知らせ • Jul 06+ 1 more updateBharat Dynamics Limited Announces Resignation of P Radhakrishna as Managing DirectorBharat Dynamics Limited informed that Shri P Radhakrishna (DIN 08437975), Managing Director has been superannuated on 30 June 2023.お知らせ • May 26Bharat Dynamics Limited Recommends Final Dividend for the Year Ended 31 March 2023Bharat Dynamics Limited recommended a final Dividend INR 1.20 per share (face value of INR 10 each) for the year ended 31 March 2023. This Dividend upon approval by the shareholders at the upcoming Annual General Meeting(AGM) will be paid within 30 days from the date of AGM.Reported Earnings • May 26Full year 2023 earnings released: EPS: ₹19.22 (vs ₹27.28 in FY 2022)Full year 2023 results: EPS: ₹19.22 (down from ₹27.28 in FY 2022). Revenue: ₹26.4b (down 6.1% from FY 2022). Net income: ₹3.52b (down 30% from FY 2022). Profit margin: 13% (down from 18% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in India. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 65% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 19Bharat Dynamics Limited to Report Q4, 2023 Results on May 25, 2023Bharat Dynamics Limited announced that they will report Q4, 2023 results on May 25, 2023Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹933, the stock trades at a trailing P/E ratio of 36.9x. Average trailing P/E is 26x in the Aerospace & Defense industry in India. Total returns to shareholders of 248% over the past three years.Upcoming Dividend • Feb 13Upcoming dividend of ₹8.15 per share at 1.1% yieldEligible shareholders must have bought the stock before 20 February 2023. Payment date: 09 March 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Indian dividend payers (1.6%). Lower than average of industry peers (1.8%).お知らせ • Feb 09Bharat Dynamics Limited Appoints Jaswant Lal Sonkar as Non-Official Independent DirectorBharat Dynamics Limited announced that Ministry of Defence, Department of Defence Production, Government of India vide its Office Memorandum dated February 8, 2023, conveyed the approval of the Competent Authority for the appointment of Shri Jaswant Lal Sonkar as Non-Official IndependentDirector on the Board of the company. Shri Jaswant Lal Sonkar is from Uttar Pradesh. He has degree in B.SC from Awadh University.The area of specialization of Shri Jaswant Lal Sonkar is in Social service.お知らせ • Feb 08Bharat Dynamics Limited Declares Interim Dividend for the Financial Year 2022-2023Bharat Dynamics Limited announced that the Board of Directors in its 274th Meeting held on 07 February 2023 has declared Interim Dividend for the Financial Year 2022-2023 @ INR 8.15/- per share of the face value of INR 10/- each. The Company has fixed 20 February, 2023 as "Record Date" for the purpose of payment of Interim Dividend on equity shares for the Financial Year 2022-23.Reported Earnings • Feb 08Third quarter 2023 earnings released: EPS: ₹4.57 (vs ₹11.64 in 3Q 2022)Third quarter 2023 results: EPS: ₹4.57 (down from ₹11.64 in 3Q 2022). Revenue: ₹4.62b (down 43% from 3Q 2022). Net income: ₹837.4m (down 61% from 3Q 2022). Profit margin: 18% (down from 27% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Feb 07Price target increased by 20% to ₹1,186Up from ₹985, the current price target is an average from 3 analysts. New target price is 34% above last closing price of ₹885. Stock is up 88% over the past year. The company posted earnings per share of ₹27.28 last year.お知らせ • Jan 17Bharat Dynamics Limited to Report Q3, 2023 Results on Feb 07, 2023Bharat Dynamics Limited announced that they will report Q3, 2023 results on Feb 07, 2023Buying Opportunity • Dec 09Now 21% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be ₹1,201, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Earnings per share has grown by 10%.Price Target Changed • Nov 16Price target increased to ₹1,068Up from ₹985, the current price target is an average from 4 analysts. New target price is 12% above last closing price of ₹958. Stock is up 125% over the past year. The company posted earnings per share of ₹27.28 last year.Board Change • Nov 16High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 2 experienced directors. No highly experienced directors. Chairman & MD Siddharth Mishra is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Sep 28Bharat Dynamics Limited Proposes Final Dividend for the Financial Year Ended March 31, 2022Bharat Dynamics Limited proposed Interim Dividend (INR 7.30/-per share) and declare final dividend of INR 1 per share (10%) on Equity Shares for the financial year ended 31 March 2022, to its annual general meeting held on September 26, 2022.Board Change • Sep 21Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 5 were independent directors. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Director Rajendra Shekhawat was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Sep 16Bharat Dynamics Limited Announces Board ChangesBharat Dynamics Limited announced that the appointment of Shri Anurag Bajpai, JS (P&C) as Part-Time Official Director (that is Government Director) on the Board of company in place of Shri Chandraker Bharti, JS (AS).Upcoming Dividend • Sep 09Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 16 September 2022. Payment date: 26 October 2022. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (1.5%).お知らせ • Aug 30Bharat Dynamics Limited, Annual General Meeting, Sep 26, 2022Bharat Dynamics Limited, Annual General Meeting, Sep 26, 2022, at 15:00 Indian Standard Time.Price Target Changed • Aug 20Price target increased to ₹815Up from ₹698, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₹835. Stock is up 123% over the past year. The company posted earnings per share of ₹27.28 last year.Reported Earnings • Aug 16First quarter 2023 earnings released: EPS: ₹2.17 (vs ₹1.14 loss in 1Q 2022)First quarter 2023 results: EPS: ₹2.17 (up from ₹1.14 loss in 1Q 2022). Net income: ₹398.6m (up ₹608.1m from 1Q 2022). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 04Bharat Dynamics Limited to Report Q1, 2023 Results on Aug 12, 2022Bharat Dynamics Limited announced that they will report Q1, 2023 results on Aug 12, 2022Valuation Update With 7 Day Price Move • Aug 02Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₹842, the stock trades at a trailing P/E ratio of 30.1x. Average trailing P/E is 23x in the Aerospace & Defense industry in India. Total returns to shareholders of 213% over the past three years.Reported Earnings • May 27Full year 2022 earnings released: EPS: ₹27.28 (vs ₹14.06 in FY 2021)Full year 2022 results: EPS: ₹27.28 (up from ₹14.06 in FY 2021). Revenue: ₹29.3b (up 53% from FY 2021). Net income: ₹5.00b (up 94% from FY 2021). Profit margin: 17% (up from 14% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.お知らせ • May 27Bharat Dynamics Limited Recommends Final Dividend for the Year Ended March 31, 2022The Board of Directors of Bharat Dynamics Limited at their meeting held on May 26, 2022, has recommended a final Dividend at INR 1 per share (face value of INR 10 each) for the year ended March 31, 2022. This Dividend upon approval by the shareholders at the upcoming Annual General Meeting will be paid within 30 days from the date of AGM.お知らせ • May 17Bharat Dynamics Limited to Report Q4, 2022 Results on May 26, 2022Bharat Dynamics Limited announced that they will report Q4, 2022 results on May 26, 2022Buying Opportunity • May 09Now 23% undervaluedOver the last 90 days, the stock is up 40%. The fair value is estimated to be ₹850, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Earnings per share has declined by 14%.Price Target Changed • Apr 27Price target increased to ₹669Up from ₹547, the current price target is provided by 1 analyst. New target price is 12% below last closing price of ₹760. Stock is up 121% over the past year. The company posted earnings per share of ₹14.06 last year.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Part-Time Official Director B. H. V. S. Murthy was the last director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment improved over the past weekAfter last week's 25% share price gain to ₹716, the stock trades at a trailing P/E ratio of 22.9x. Average trailing P/E is 22x in the Aerospace & Defense industry in India. Total returns to shareholders of 151% over the past three years.Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹522, the stock trades at a trailing P/E ratio of 18.5x. Average trailing P/E is 19x in the Aerospace & Defense industry in India. Total returns to shareholders of 99% over the past three years.お知らせ • Feb 15Bharat Dynamics Limited Declares First Interim Dividend for the Fiscal Year 2021-22, Payable on and Before March 15, 2022Bharat Dynamics Limited announced at the board meeting held on February 14, 2022 that the company declared 1st Interim Dividend for the Financial Year 2021-22 at INR 7.30/- per share of the face value of INR 10/- each: the Company has fixed 24 February, 2022 as "Record Date" for the purpose of payment of 1st Interim Dividend on equity shares for the Financial Year 2021-22 and the payment of Interim Dividend will be completed on and before March 15, 2022.株主還元541143IN Aerospace & DefenseIN 市場7D14.5%6.2%2.8%1Y-27.8%-5.4%0.9%株主還元を見る業界別リターン: 541143過去 1 年間で-5.4 % の収益を上げたIndian Aerospace & Defense業界を下回りました。リターン対市場: 541143は、過去 1 年間で0.9 % のリターンを上げたIndian市場を下回りました。価格変動Is 541143's price volatile compared to industry and market?541143 volatility541143 Average Weekly Movement6.3%Aerospace & Defense Industry Average Movement8.3%Market Average Movement7.1%10% most volatile stocks in IN Market10.2%10% least volatile stocks in IN Market4.6%安定した株価: 541143 、 Indian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 541143の 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19702,269D. Srinivas Raobdl-india.inバーラト・ダイナミクス社はインドで誘導ミサイルと関連防衛機器を製造・販売している。軽重量魚雷、統一発射装置、ミラノ装備に適合したファゴット発射装置、コンカー発射試験装置、アカッシュ兵器システム、コンカーミサイル試験装置、中距離地対空ミサイル、ディシャニ、即応地対空ミサイル、多衝撃地雷、垂直発射短距離地対空ミサイルを提供している、対潜水艦戦一式、アストラ兵器システム、対抗措置ディスペンシング・システム、スマート対空兵器、対魚雷デコイ発射システム、ヘリナ、アモガ-III、人型携帯対戦車誘導弾、NAG対戦車誘導弾、インバー（3 UBK 20）対戦車誘導弾、コンカース-M対戦車誘導弾、ミラン-2T。同社はインド軍とインド政府に製品を販売している。また、製品の輸出も行っている。バーラト・ダイナミクス社は1970年に設立され、本社はインドのハイデラバードにある。もっと見るBharat Dynamics Limited 基礎のまとめBharat Dynamics の収益と売上を時価総額と比較するとどうか。541143 基礎統計学時価総額₹503.44b収益（TTM）₹4.20b売上高(TTM)₹24.42b119.8xPER（株価収益率20.6xP/Sレシオ541143 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計541143 損益計算書（TTM）収益₹24.42b売上原価₹12.22b売上総利益₹12.19bその他の費用₹7.99b収益₹4.20b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）11.47グロス・マージン49.93%純利益率17.21%有利子負債／自己資本比率0%541143 の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.4%現在の配当利回り43%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/20 10:01終値2026/06/19 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Bharat Dynamics Limited 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21 アナリスト機関null null360 ONE Capital Market Private LimitedKavish Parekh360 ONE Capital Market Private Limitednull nullAntique Stockbroking Ltd.18 その他のアナリストを表示
Reported Earnings • May 29Full year 2026 earnings released: EPS: ₹11.47 (vs ₹15.00 in FY 2025)Full year 2026 results: EPS: ₹11.47 (down from ₹15.00 in FY 2025). Revenue: ₹28.7b (down 14% from FY 2025). Net income: ₹4.20b (down 24% from FY 2025). Profit margin: 15% (down from 16% in FY 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Aerospace & Defense industry in India. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • May 28Price target decreased by 7.3% to ₹1,448Down from ₹1,562, the current price target is an average from 12 analysts. New target price is 13% above last closing price of ₹1,283. Stock is down 35% over the past year. The company is forecast to post earnings per share of ₹20.79 for next year compared to ₹14.99 last year.
Declared Dividend • Feb 04Dividend of ₹4.50 announcedShareholders will receive a dividend of ₹4.50. Ex-date: 9th February 2026 Payment date: 2nd March 2026 Dividend yield will be 0.4%, which is lower than the industry average of 0.9%. Sustainability & Growth Dividend is well covered by both earnings (4% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 3.1% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 86% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 01Third quarter 2026 earnings released: EPS: ₹1.99 (vs ₹4.01 in 3Q 2025)Third quarter 2026 results: EPS: ₹1.99 (down from ₹4.01 in 3Q 2025). Revenue: ₹6.64b (down 20% from 3Q 2025). Net income: ₹729.2m (down 50% from 3Q 2025). Profit margin: 11% (down from 18% in 3Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Aerospace & Defense industry in India. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Sep 25Price target decreased by 8.1% to ₹1,678Down from ₹1,826, the current price target is an average from 9 analysts. New target price is 7.8% above last closing price of ₹1,557. Stock is up 39% over the past year. The company is forecast to post earnings per share of ₹26.25 for next year compared to ₹14.99 last year.
Declared Dividend • Sep 04Dividend of ₹0.65 announcedShareholders will receive a dividend of ₹0.65. Ex-date: 19th September 2025 Payment date: 26th October 2025 Dividend yield will be 0.3%, which is lower than the industry average of 0.9%. Sustainability & Growth Dividend is covered by earnings (31% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.5% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 170% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 29Full year 2026 earnings released: EPS: ₹11.47 (vs ₹15.00 in FY 2025)Full year 2026 results: EPS: ₹11.47 (down from ₹15.00 in FY 2025). Revenue: ₹28.7b (down 14% from FY 2025). Net income: ₹4.20b (down 24% from FY 2025). Profit margin: 15% (down from 16% in FY 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Aerospace & Defense industry in India. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • May 28Price target decreased by 7.3% to ₹1,448Down from ₹1,562, the current price target is an average from 12 analysts. New target price is 13% above last closing price of ₹1,283. Stock is down 35% over the past year. The company is forecast to post earnings per share of ₹20.79 for next year compared to ₹14.99 last year.
Declared Dividend • Feb 04Dividend of ₹4.50 announcedShareholders will receive a dividend of ₹4.50. Ex-date: 9th February 2026 Payment date: 2nd March 2026 Dividend yield will be 0.4%, which is lower than the industry average of 0.9%. Sustainability & Growth Dividend is well covered by both earnings (4% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 3.1% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 86% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 01Third quarter 2026 earnings released: EPS: ₹1.99 (vs ₹4.01 in 3Q 2025)Third quarter 2026 results: EPS: ₹1.99 (down from ₹4.01 in 3Q 2025). Revenue: ₹6.64b (down 20% from 3Q 2025). Net income: ₹729.2m (down 50% from 3Q 2025). Profit margin: 11% (down from 18% in 3Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Aerospace & Defense industry in India. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Sep 25Price target decreased by 8.1% to ₹1,678Down from ₹1,826, the current price target is an average from 9 analysts. New target price is 7.8% above last closing price of ₹1,557. Stock is up 39% over the past year. The company is forecast to post earnings per share of ₹26.25 for next year compared to ₹14.99 last year.
Declared Dividend • Sep 04Dividend of ₹0.65 announcedShareholders will receive a dividend of ₹0.65. Ex-date: 19th September 2025 Payment date: 26th October 2025 Dividend yield will be 0.3%, which is lower than the industry average of 0.9%. Sustainability & Growth Dividend is covered by earnings (31% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.5% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 170% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Sep 02+ 3 more updatesBharat Dynamics Limited to Report Q3, 2026 Results on Feb 14, 2026Bharat Dynamics Limited announced that they will report Q3, 2026 results on Feb 14, 2026
Price Target Changed • Aug 20Price target increased by 7.3% to ₹1,826Up from ₹1,702, the current price target is an average from 8 analysts. New target price is 19% above last closing price of ₹1,530. Stock is up 16% over the past year. The company is forecast to post earnings per share of ₹26.90 for next year compared to ₹14.99 last year.
Reported Earnings • Aug 13First quarter 2026 earnings released: EPS: ₹0.50 (vs ₹0.20 in 1Q 2025)First quarter 2026 results: EPS: ₹0.50 (up from ₹0.20 in 1Q 2025). Revenue: ₹3.35b (up 75% from 1Q 2025). Net income: ₹183.5m (up 154% from 1Q 2025). Profit margin: 5.5% (up from 3.8% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Aerospace & Defense industry in India. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 02Bharat Dynamics Limited to Report Q1, 2026 Results on Aug 12, 2025Bharat Dynamics Limited announced that they will report Q1, 2026 results on Aug 12, 2025
Price Target Changed • May 28Price target increased by 11% to ₹1,380Up from ₹1,242, the current price target is an average from 6 analysts. New target price is 28% below last closing price of ₹1,917. Stock is up 24% over the past year. The company is forecast to post earnings per share of ₹30.82 for next year compared to ₹14.99 last year.
お知らせ • May 20Bharat Dynamics Limited to Report Q4, 2025 Results on May 27, 2025Bharat Dynamics Limited announced that they will report Q4, 2025 results on May 27, 2025
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹1,135, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 33x in the Aerospace & Defense industry in India. Total returns to shareholders of 371% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹725 per share.
Price Target Changed • Feb 10Price target decreased by 9.7% to ₹1,244Down from ₹1,378, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of ₹1,199. Stock is up 49% over the past year. The company is forecast to post earnings per share of ₹19.15 for next year compared to ₹16.72 last year.
Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: ₹4.01 (vs ₹3.69 in 3Q 2024)Third quarter 2025 results: EPS: ₹4.01 (up from ₹3.69 in 3Q 2024). Revenue: ₹8.32b (up 38% from 3Q 2024). Net income: ₹1.47b (up 9.0% from 3Q 2024). Profit margin: 18% (down from 22% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Aerospace & Defense industry in India. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 74% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 06Bharat Dynamics Limited Declares Interim Dividend for the Financial Year 2024-25Bharat Dynamics Limited at its Board of Directors meeting held on February 06, 2025 has declared Interim Dividend for the Financial Year 2024-25 at INR 4 per share of the face value of INR 5/- each. The Company has fixed 14 February, 2025 as "Record Date" for the purpose of payment of Interim Dividend on equity shares for the Financial Year 2024-25.
お知らせ • Jan 24Bharat Dynamics Limited to Report Q3, 2025 Results on Feb 06, 2025Bharat Dynamics Limited announced that they will report Q3, 2025 results on Feb 06, 2025
New Risk • Jan 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.5% average weekly change).
お知らせ • Jan 16Bharat Dynamics Limited Appoints Shri D V Srinivas as Director (Technical) on the BoardBharat Dynamics Limited informed that Ministry of Defence, Department of Defence Production, Government of India vide its Office Memorandum No. DDP-M0001(11)/4/2023-D(BDL) dated September 20, 2024, conveyed the approval of the Competent Authority for the appointment of Shri D V Srinivas as Director (Technical) on the Board of BDL. Shri D V Srinivas took the charge as Director (Technical) with effect from September 20, 2024. Further he is not debarred from holding the office by virtue of any SEBI Order or any other authority.
お知らせ • Dec 30Bharat Dynamics Limited Announces Cessation of Non-Official Independent DirectorsBharat Dynamics Limited announced that the following Non-Official Independent Directors has ceased to hold the office as per the terms of appointment order vide letter dated dated 3 January 2022: Shri Sanghamitra Mishra - Date of Cessation: December 27, 2024 and Shri Rajendra Singh Shekhawat - Date of Cessation: December 28, 2024.
お知らせ • Dec 19Bharat Dynamics Limited Appoints G. Gayatri Prasad as Director (Finance)Bharat Dynamics Limited announced that Ministry of Defence, Department of Defence Production, Government of India vide its Office Memorandum dated 18 December 2024, conveyed the approval of the Competent Authority for the appointment of Shri G. Gayatri Prasad (CFO) as Director (Finance) on the Board of the company from the date of assumption of charge of the post till the date of his superannuation that is 30 June 2029 or until further order, whichever is earlier. Shri G. Gayatri Prasad is not related to any Director or KMP. Shri G. Gayatri Prasad is a Graduate in Commerce and Associate Member of Institute of Cost Accountants of India. He has rich experience of over 27 years in BDL in the areas of Accounting, Finance, Banking, Budgeting and Taxation. Previous to this appointment he was working as CFO and General Manager (Finance) in the Company.
Valuation Update With 7 Day Price Move • Nov 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹1,118, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 42x in the Aerospace & Defense industry in India. Total returns to shareholders of 461% over the past three years.
Price Target Changed • Nov 19Price target decreased by 8.3% to ₹1,378Down from ₹1,502, the current price target is an average from 5 analysts. New target price is 43% above last closing price of ₹966. Stock is up 72% over the past year. The company is forecast to post earnings per share of ₹18.43 for next year compared to ₹16.72 last year.
Reported Earnings • Nov 15Second quarter 2025 earnings released: EPS: ₹3.34 (vs ₹4.02 in 2Q 2024)Second quarter 2025 results: EPS: ₹3.34 (down from ₹4.02 in 2Q 2024). Revenue: ₹6.31b (up 2.4% from 2Q 2024). Net income: ₹1.23b (down 17% from 2Q 2024). Profit margin: 19% (down from 24% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Aerospace & Defense industry in India. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 69% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 04Bharat Dynamics Limited to Report Q2, 2025 Results on Nov 14, 2024Bharat Dynamics Limited announced that they will report Q2, 2025 results on Nov 14, 2024
Declared Dividend • Sep 06Dividend of ₹0.85 announcedShareholders will receive a dividend of ₹0.85. Ex-date: 23rd September 2024 Payment date: 30th October 2024 Dividend yield will be 0.7%, which is lower than the industry average of 0.9%. Sustainability & Growth Dividend is covered by both earnings (32% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 6.4% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 123% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Sep 04Bharat Dynamics Limited, Annual General Meeting, Sep 30, 2024Bharat Dynamics Limited, Annual General Meeting, Sep 30, 2024, at 15:00 Indian Standard Time.
お知らせ • Aug 15Bharat Dynamics Limited Announces Board ChangesBharat Dynamics Limited announced that Ministry of Defence, Government of India vide letter No. 8(32)/2019-D (Coord/DDP) dated 14 August 2024 conveyed the approval of the Competent Authority for the appointment of Shri Amit Satija, Joint Secretary as Part-Time Official Director (i.e., Government Director) on the Board of BDL, with effect from 14 August 2024 in place of Shri Anurag Bajpai, Additional Secretary (DP). Shri Amit Satija is an IAS officer of 2008 batch from AGMUT cadre who is currently posted as Joint Secretary in the Ministry of Defence in the Department of Defence Production. Prior to joining the Government of India, he has served at various positions in different States and UTs in the country including Delhi, Goa, Andaman Nicobar Islands and Lakshadweep Islands. Shri Satija is a graduate in Economics and has done Masters of Management Studies from Jamnalal Bajaj Institute of Management Studies, Mumbai before joining IAS.
Reported Earnings • Aug 10First quarter 2025 earnings released: EPS: ₹0.20 (vs ₹1.14 in 1Q 2024)First quarter 2025 results: EPS: ₹0.20 (down from ₹1.14 in 1Q 2024). Revenue: ₹2.72b (down 8.8% from 1Q 2024). Net income: ₹72.2m (down 83% from 1Q 2024). Profit margin: 2.7% (down from 14% in 1Q 2024). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Aerospace & Defense industry in India. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 95% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 02Bharat Dynamics Limited to Report Q1, 2025 Results on Aug 09, 2024Bharat Dynamics Limited announced that they will report Q1, 2025 results on Aug 09, 2024
お知らせ • Jul 31Bharat Dynamics Limited Announces Retirement of P. Veerabhadra Rao as General Manager (Finance)Bharat Dynamics Limited announced that Shri P. Veerabhadra Rao, General Manager (Finance) retired on 31 July 2024 (after the closing of office hours) on attaining the age of superannuation.
Reported Earnings • Jun 05Full year 2024 earnings released: EPS: ₹16.72 (vs ₹9.61 in FY 2023)Full year 2024 results: EPS: ₹16.72 (up from ₹9.61 in FY 2023). Revenue: ₹23.7b (down 4.8% from FY 2023). Net income: ₹6.13b (up 74% from FY 2023). Profit margin: 26% (up from 14% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Aerospace & Defense industry in India. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 93% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Jun 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.1% average weekly change).
お知らせ • May 30Bharat Dynamics Limited Recommends Final Dividend for the Year Ended March 31, 2024Bharat Dynamics Limited at its board of directors meeting held on May 30, 2024, recommended a final Dividend of INR 0.85 per share (face value of INR 5.00 each) for the year ended March 31, 2024. This Dividend upon approval by the shareholders at the upcoming Annual General Meeting will be paid within 30 days from the date of AGM.
Valuation Update With 7 Day Price Move • May 23Investor sentiment improves as stock rises 36%After last week's 36% share price gain to ₹1,407, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 42x in the Aerospace & Defense industry in India. Total returns to shareholders of 690% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹2,108 per share.
お知らせ • May 17Bharat Dynamics Limited to Report Q4, 2024 Results on May 30, 2024Bharat Dynamics Limited announced that they will report Q4, 2024 results on May 30, 2024
Upcoming Dividend • Mar 26Upcoming dividend of ₹8.85 per shareEligible shareholders must have bought the stock before 02 April 2024. Payment date: 18 April 2024. Payout ratio is a comfortable 4.6% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (0.9%).
お知らせ • Mar 22Bharat Dynamics Limited Announces Chief Financial Officer ChangesBharat Dynamics Limited at its board meeting held on March 21, 2024, approved the appointment of Shri G. Gayatri Prasad, General Manager (Finance) as the Chief Financial Officer of the Company, consequent to cessation of Shri N. Srinivasulu as Director (Finance) and Chief Financial Officer on 31 January 2024. Shri G. Gayatri Prasad is a Graduate in Commerce and Associate Member of Institute of Cost Accountants of India. He has rich experience of over 27 years in BDL in the areas of Accounting, Finance, Banking, Budgeting and Taxation. At present he is working as General Manager (Finance) in the Company.
お知らせ • Mar 21Bharat Dynamics Limited Declares Interim Dividend for the Financial Year 2023-24, Payable on and Before April 18, 2024Bharat Dynamics Limited at its board meeting held on March 21, 2024, declared an interim dividend of INR 8.85 per equity share of INR 10 each fully paid-up for the financial year 2023-24. The Company has fixed 02 April 2024 as Record Date for the purpose of payment of Interim Dividend on equity shares for the Financial Year 2023-24 and the payment of Interim Dividend will be completed on and before 18 April 2024.
Buy Or Sell Opportunity • Feb 12Now 25% undervaluedOver the last 90 days, the stock has risen 49% to ₹1,615. The fair value is estimated to be ₹2,156, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 25% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.
お知らせ • Feb 10Bharat Dynamics Limited Assigns Additional Charge of the Post of Director (Technical) to PV Rajaram Director (Production)Bharat Dynamics Limited inform that Ministry of Defence, Government of India vide letter No.M0001(11)/4/2021-D (BDL) dated 08 Feb. 2024 has assigned the additional charge of the post of Director (Technical) to Shri. PV Rajaram Director (Production) for a period of 8 months i.e. from 19 Jan 2024 to 18 September 2024 or till the regular incumbent joins to the post or until further orders, whichever is earliest. He is not related to any Directors of the Company.
お知らせ • Feb 09Bharat Dynamics Limited Assigns Additional Charge of the Post of Director (Finance) to Cmde. A. Madhavarao, CMDBharat Dynamics Limited inform that Ministry of Defence, Government of India vide letter No. DDP M0001(11)/3/2019- D(BDL) dated 08 Feb. 2024 has assigned the additional charge of the post of Director (Finance) to Cmde. A. Madhavarao, CMD (DIN 09808949), for a period of 3 months reckoning from date of vacancy i.e. 01 Feb. 2024 to 30 April 2024 or till the appointment of regular incumbent, whichever is earlier. He is not related to any Directors of the Company.
お知らせ • Feb 01Bharat Dynamics Limited Announces Executive ChangesBharat Dynamics Limited announced changes in Senior Management consequent to the Departmental Promotions- 2023-24, as follows: Shri L Kishan as Executive Director (Bhanur Unit Head). As General Manager he was heading Bhanur Unit. Shri M Ravi as Executive Director (Mktg, BD & Corporate Services). As General Manager he was heading Business Development division.
Price Target Changed • Jan 28Price target increased by 11% to ₹1,608Up from ₹1,447, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of ₹1,671. Stock is up 82% over the past year. The company is forecast to post earnings per share of ₹31.16 for next year compared to ₹19.21 last year.
Reported Earnings • Jan 26Third quarter 2024 earnings released: EPS: ₹7.37 (vs ₹4.57 in 3Q 2023)Third quarter 2024 results: EPS: ₹7.37 (up from ₹4.57 in 3Q 2023). Revenue: ₹6.02b (up 30% from 3Q 2023). Net income: ₹1.35b (up 61% from 3Q 2023). Profit margin: 22% (up from 18% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Aerospace & Defense industry in India. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 72% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 13Bharat Dynamics Limited to Report Q3, 2024 Results on Jan 24, 2024Bharat Dynamics Limited announced that they will report Q3, 2024 results on Jan 24, 2024
Price Target Changed • Jan 08Price target increased by 13% to ₹1,519Up from ₹1,339, the current price target is an average from 5 analysts. New target price is 13% below last closing price of ₹1,742. Stock is up 86% over the past year. The company is forecast to post earnings per share of ₹30.25 for next year compared to ₹19.21 last year.
Valuation Update With 7 Day Price Move • Dec 27Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹1,767, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 40x in the Aerospace & Defense industry in India. Total returns to shareholders of 461% over the past three years.
Reported Earnings • Nov 05Second quarter 2024 earnings released: EPS: ₹8.03 (vs ₹4.14 in 2Q 2023)Second quarter 2024 results: EPS: ₹8.03 (up from ₹4.14 in 2Q 2023). Revenue: ₹6.16b (up 15% from 2Q 2023). Net income: ₹1.47b (up 94% from 2Q 2023). Profit margin: 24% (up from 14% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Aerospace & Defense industry in India. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 20Bharat Dynamics Limited to Report Q2, 2024 Results on Nov 03, 2023Bharat Dynamics Limited announced that they will report Q2, 2024 results on Nov 03, 2023
Upcoming Dividend • Sep 13Upcoming dividend of ₹1.20 per share at 0.9% yieldEligible shareholders must have bought the stock before 20 September 2023. Payment date: 28 October 2023. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.4%). Lower than average of industry peers (1.2%).
お知らせ • Sep 02Bharat Dynamics Limited, Annual General Meeting, Sep 28, 2023Bharat Dynamics Limited, Annual General Meeting, Sep 28, 2023, at 15:00 Indian Standard Time.
お知らせ • Sep 01Bharat Dynamics Limited Appoints Shri P V Raja Ram as Director (Production) on the BoardBharat Dynamics Limited announced that conveyed the approval of the Competent Authority for the appointment of Shri P V Raja Ram as Director (Production) on the Board of BDL. Shri P V Raja Ram took the charge as Director (Production) w.e.f 30 August 2023. Shri P V Raja Ram took charge of the Director (Production), BDL w.e.f 30 August 2023.He is a Mechanical Engineer from Osmania University Mr. Raja Ram has rich experience spanning 34years in various areas of Missile Production. Prior to his new appointment, Mr. Raja Ram has served as Executive Director, head of Kanchanbagh unit. Earlier as General Manager, Head of Surface to Air Missiles he played a keyrole in establishing facilities and streamlining Production of MRSAM Missiles and was instrumental in establishing flexible manufacturing lines for Akash Missile and its variants as head of Akash Weapon System. He was actively involved in preparation of Quality and process documents for implementation of ISO 9001 for Prithvi and Akash Missiles. Played a key role in establishing facilities for Production of Prithvi missile.
Reported Earnings • Aug 05First quarter 2024 earnings released: EPS: ₹2.28 (vs ₹2.17 in 1Q 2023)First quarter 2024 results: EPS: ₹2.28 (up from ₹2.17 in 1Q 2023). Revenue: ₹2.98b (down 57% from 1Q 2023). Net income: ₹418.2m (up 4.9% from 1Q 2023). Profit margin: 14% (up from 5.7% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Aerospace & Defense industry in India. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 26Bharat Dynamics Limited to Report Q1, 2024 Results on Aug 04, 2023Bharat Dynamics Limited announced that they will report Q1, 2024 results on Aug 04, 2023
お知らせ • Jul 22+ 1 more updateBharat Dynamics Limited Announces Appointment of Shri A. Madhavarao Director as ChairmanBharat Dynamics Limited announced the appointment of Shri A. Madhavarao Director (Technical) (DIN: 09808949) as Chairman on the Board of BDL with effect from the date of his assumption of charge of the post till the date of his superannuation i.e. April 30, 2026 or until further orders, whichever is earlier. The brief profile of Shri A. Madhavarao is enclosed: Commodore A Madhavarao (Retd.) has assumed charge as Chairman and Managing Director of Bharat Dynamics Limited (BDL) on 19 July 23. He had joined Bharat Dynamics Limited in March 2020 as Executive Director and was currently holding the post of Director (Technical) with additional charge of Director (Production). An Alumnus of various educational Institutes and Universities, he has a B. Tech in Electrical Engineering, ME in Electronics & Telecommunication, MSc in Defence Studies, MBA in Finance and Master of Management Studies. Apart from his current experience in BDL, he has had an illustrious career spanning over three decades in the Indian Navy. In his previous appointments at BDL, he played a significant role in establishing a Product Support Group to provide credible support the Indian Armed Forces, enhancing the in house R & D activities and establishing an effective supply chain to meet Production schedules. He played a pivotal role in developing infrastructure in BDL to enable the Company take up initiatives towards realization of Atmanirbharta in Defence and manufacturing of future generation of advanced missiles on a fast-track basis. He has been instrumental in signing of contracts with the Indian armed Forces/Ministry of Defence and other foreign countries contributing significantly to the current healthy order book position of the Company. During his tenure in the Indian Navy, Commodore Madhavarao took part in the Kargil and Parakram operations. He was instrumental in setting up the Nuclear and Safety field organization in Visakhapatnam for induction of Nuclear Submarines into the Indian Navy. He served onboard two classes of submarines of Indian Navy and played a key role in the induction of Nuclear Submarine Chakra. He has also served on three frontline ships of the Navy and held key positions in the Command Headquarters in Visakhapatnam and Integrated Headquarters Ministry of Defence Navy, New Delhi and was responsible for future planning and policy making. He has a long association with the Naval Dockyards, served as General Manager Technical at Naval Dockyard Visakhapatnam and was responsible for preparing the long-term perspective plan for the Naval Dockyard modernization. As a member of the Top Management of BDL and the Indian Navy, he has provided excellent leadership to steer various `Make-in-India' programmes in defence, which have paid rich dividend to the Company and the Nation.
Price Target Changed • Jul 18Price target increased by 7.3% to ₹1,240Up from ₹1,156, the current price target is an average from 5 analysts. New target price is 7.1% above last closing price of ₹1,157. Stock is up 61% over the past year. The company is forecast to post earnings per share of ₹30.52 for next year compared to ₹19.22 last year.
お知らせ • Jul 12Bharat Dynamics Limited Announces Appointment of Cmde A. Madhavarao as Director ProductionBharat Dynamics Limited informed that Ministry of Defence, Government of India vide letter No.M0001(11)/2/2022- D(BDL) dated 11.07.2023 has assigned the additional charge of the post of Director (Production) to Cmde A. Madhavarao (Retd.) Director (Technical) (DIN 09808949), for a period of 3 months (to be reckoned from the date of vacancy i.e. 01.07.2023).
お知らせ • Jul 09+ 1 more updateBharat Dynamics Limited Announces Additional Charge of the Post of Chairman to Shri N SrinivasuluBharat Dynamics Limited announced additional charge of the post of Chairman to Shri N Srinivasulu (Finance), BDL beyond first three months with effect from January 1, 2023 to September 30, 2023 or till regular incumbent join the post, or until further orders, whichever is earliest.
お知らせ • Jul 06+ 1 more updateBharat Dynamics Limited Announces Resignation of P Radhakrishna as Managing DirectorBharat Dynamics Limited informed that Shri P Radhakrishna (DIN 08437975), Managing Director has been superannuated on 30 June 2023.
お知らせ • May 26Bharat Dynamics Limited Recommends Final Dividend for the Year Ended 31 March 2023Bharat Dynamics Limited recommended a final Dividend INR 1.20 per share (face value of INR 10 each) for the year ended 31 March 2023. This Dividend upon approval by the shareholders at the upcoming Annual General Meeting(AGM) will be paid within 30 days from the date of AGM.
Reported Earnings • May 26Full year 2023 earnings released: EPS: ₹19.22 (vs ₹27.28 in FY 2022)Full year 2023 results: EPS: ₹19.22 (down from ₹27.28 in FY 2022). Revenue: ₹26.4b (down 6.1% from FY 2022). Net income: ₹3.52b (down 30% from FY 2022). Profit margin: 13% (down from 18% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in India. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 65% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 19Bharat Dynamics Limited to Report Q4, 2023 Results on May 25, 2023Bharat Dynamics Limited announced that they will report Q4, 2023 results on May 25, 2023
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹933, the stock trades at a trailing P/E ratio of 36.9x. Average trailing P/E is 26x in the Aerospace & Defense industry in India. Total returns to shareholders of 248% over the past three years.
Upcoming Dividend • Feb 13Upcoming dividend of ₹8.15 per share at 1.1% yieldEligible shareholders must have bought the stock before 20 February 2023. Payment date: 09 March 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Indian dividend payers (1.6%). Lower than average of industry peers (1.8%).
お知らせ • Feb 09Bharat Dynamics Limited Appoints Jaswant Lal Sonkar as Non-Official Independent DirectorBharat Dynamics Limited announced that Ministry of Defence, Department of Defence Production, Government of India vide its Office Memorandum dated February 8, 2023, conveyed the approval of the Competent Authority for the appointment of Shri Jaswant Lal Sonkar as Non-Official IndependentDirector on the Board of the company. Shri Jaswant Lal Sonkar is from Uttar Pradesh. He has degree in B.SC from Awadh University.The area of specialization of Shri Jaswant Lal Sonkar is in Social service.
お知らせ • Feb 08Bharat Dynamics Limited Declares Interim Dividend for the Financial Year 2022-2023Bharat Dynamics Limited announced that the Board of Directors in its 274th Meeting held on 07 February 2023 has declared Interim Dividend for the Financial Year 2022-2023 @ INR 8.15/- per share of the face value of INR 10/- each. The Company has fixed 20 February, 2023 as "Record Date" for the purpose of payment of Interim Dividend on equity shares for the Financial Year 2022-23.
Reported Earnings • Feb 08Third quarter 2023 earnings released: EPS: ₹4.57 (vs ₹11.64 in 3Q 2022)Third quarter 2023 results: EPS: ₹4.57 (down from ₹11.64 in 3Q 2022). Revenue: ₹4.62b (down 43% from 3Q 2022). Net income: ₹837.4m (down 61% from 3Q 2022). Profit margin: 18% (down from 27% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Feb 07Price target increased by 20% to ₹1,186Up from ₹985, the current price target is an average from 3 analysts. New target price is 34% above last closing price of ₹885. Stock is up 88% over the past year. The company posted earnings per share of ₹27.28 last year.
お知らせ • Jan 17Bharat Dynamics Limited to Report Q3, 2023 Results on Feb 07, 2023Bharat Dynamics Limited announced that they will report Q3, 2023 results on Feb 07, 2023
Buying Opportunity • Dec 09Now 21% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be ₹1,201, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Earnings per share has grown by 10%.
Price Target Changed • Nov 16Price target increased to ₹1,068Up from ₹985, the current price target is an average from 4 analysts. New target price is 12% above last closing price of ₹958. Stock is up 125% over the past year. The company posted earnings per share of ₹27.28 last year.
Board Change • Nov 16High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 2 experienced directors. No highly experienced directors. Chairman & MD Siddharth Mishra is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Sep 28Bharat Dynamics Limited Proposes Final Dividend for the Financial Year Ended March 31, 2022Bharat Dynamics Limited proposed Interim Dividend (INR 7.30/-per share) and declare final dividend of INR 1 per share (10%) on Equity Shares for the financial year ended 31 March 2022, to its annual general meeting held on September 26, 2022.
Board Change • Sep 21Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 5 were independent directors. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Director Rajendra Shekhawat was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Sep 16Bharat Dynamics Limited Announces Board ChangesBharat Dynamics Limited announced that the appointment of Shri Anurag Bajpai, JS (P&C) as Part-Time Official Director (that is Government Director) on the Board of company in place of Shri Chandraker Bharti, JS (AS).
Upcoming Dividend • Sep 09Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 16 September 2022. Payment date: 26 October 2022. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (1.5%).
お知らせ • Aug 30Bharat Dynamics Limited, Annual General Meeting, Sep 26, 2022Bharat Dynamics Limited, Annual General Meeting, Sep 26, 2022, at 15:00 Indian Standard Time.
Price Target Changed • Aug 20Price target increased to ₹815Up from ₹698, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₹835. Stock is up 123% over the past year. The company posted earnings per share of ₹27.28 last year.
Reported Earnings • Aug 16First quarter 2023 earnings released: EPS: ₹2.17 (vs ₹1.14 loss in 1Q 2022)First quarter 2023 results: EPS: ₹2.17 (up from ₹1.14 loss in 1Q 2022). Net income: ₹398.6m (up ₹608.1m from 1Q 2022). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 04Bharat Dynamics Limited to Report Q1, 2023 Results on Aug 12, 2022Bharat Dynamics Limited announced that they will report Q1, 2023 results on Aug 12, 2022
Valuation Update With 7 Day Price Move • Aug 02Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₹842, the stock trades at a trailing P/E ratio of 30.1x. Average trailing P/E is 23x in the Aerospace & Defense industry in India. Total returns to shareholders of 213% over the past three years.
Reported Earnings • May 27Full year 2022 earnings released: EPS: ₹27.28 (vs ₹14.06 in FY 2021)Full year 2022 results: EPS: ₹27.28 (up from ₹14.06 in FY 2021). Revenue: ₹29.3b (up 53% from FY 2021). Net income: ₹5.00b (up 94% from FY 2021). Profit margin: 17% (up from 14% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.
お知らせ • May 27Bharat Dynamics Limited Recommends Final Dividend for the Year Ended March 31, 2022The Board of Directors of Bharat Dynamics Limited at their meeting held on May 26, 2022, has recommended a final Dividend at INR 1 per share (face value of INR 10 each) for the year ended March 31, 2022. This Dividend upon approval by the shareholders at the upcoming Annual General Meeting will be paid within 30 days from the date of AGM.
お知らせ • May 17Bharat Dynamics Limited to Report Q4, 2022 Results on May 26, 2022Bharat Dynamics Limited announced that they will report Q4, 2022 results on May 26, 2022
Buying Opportunity • May 09Now 23% undervaluedOver the last 90 days, the stock is up 40%. The fair value is estimated to be ₹850, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Earnings per share has declined by 14%.
Price Target Changed • Apr 27Price target increased to ₹669Up from ₹547, the current price target is provided by 1 analyst. New target price is 12% below last closing price of ₹760. Stock is up 121% over the past year. The company posted earnings per share of ₹14.06 last year.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Part-Time Official Director B. H. V. S. Murthy was the last director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment improved over the past weekAfter last week's 25% share price gain to ₹716, the stock trades at a trailing P/E ratio of 22.9x. Average trailing P/E is 22x in the Aerospace & Defense industry in India. Total returns to shareholders of 151% over the past three years.
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹522, the stock trades at a trailing P/E ratio of 18.5x. Average trailing P/E is 19x in the Aerospace & Defense industry in India. Total returns to shareholders of 99% over the past three years.
お知らせ • Feb 15Bharat Dynamics Limited Declares First Interim Dividend for the Fiscal Year 2021-22, Payable on and Before March 15, 2022Bharat Dynamics Limited announced at the board meeting held on February 14, 2022 that the company declared 1st Interim Dividend for the Financial Year 2021-22 at INR 7.30/- per share of the face value of INR 10/- each: the Company has fixed 24 February, 2022 as "Record Date" for the purpose of payment of 1st Interim Dividend on equity shares for the Financial Year 2021-22 and the payment of Interim Dividend will be completed on and before March 15, 2022.
