Brainbees Solutions Limited

NSEI:FIRSTCRY 株式レポート

時価総額:₹115.3b

Brainbees Solutions 過去の業績

過去 基準チェック /06

Brainbees Solutionsの収益は年間平均-24.2%の割合で減少していますが、 Specialty Retail業界の収益は年間 増加しています。収益は年間32.6% 23.4%割合で 増加しています。

主要情報

-24.22%

収益成長率

-25.49%

EPS成長率

Specialty Retail 業界の成長27.43%
収益成長率23.39%
株主資本利益率-5.06%
ネット・マージン-2.24%
次回の業績アップデート26 May 2026

最近の業績更新

Recent updates

ナラティブの更新 Apr 29

FIRSTCRY: Qwik Rollout And Store Network Will Support Future Upside

Analysts have trimmed their price target on Brainbees Solutions from ₹338.29 to ₹292.86 as they now apply a slightly higher discount rate, modestly lower assumptions for long term revenue growth and profit margins, and a reduced future P/E multiple. What's in the News Brainbees Solutions has called a Special and Extraordinary Shareholders Meeting via postal ballot in India on May 4, 2026.
ナラティブの更新 Apr 15

FIRSTCRY: Expanded Qwik Delivery Rollout Will Support Bullish Long Term Outlook

Analysts now place Brainbees Solutions' price target at about ₹419, down from ₹430. This reflects updated views on slightly higher revenue growth assumptions, a lower profit margin outlook and a much higher future P/E expectation.
ナラティブの更新 Mar 31

FIRSTCRY: Qwik Expansion And Store Network Will Support Future Earnings Upside

Analysts have revised their price target on Brainbees Solutions from ₹414.00 to about ₹338.29, citing updated assumptions for discount rate, revenue growth, profit margin, and future P/E as the key drivers of this change. What's in the News Brainbees Solutions expanded its Qwik delivery service across select pincodes in Bengaluru, Pune, and Hyderabad, offering baby and kids' products delivered in less than 3 hours using its existing store network and RocketBees logistics (Key Developments).
ナラティブの更新 Mar 17

FIRSTCRY: Expanded Qwik Service And Subsidiary Moves Will Support Bullish Outlook

Analysts have maintained their fair value estimate for Brainbees Solutions at ₹430, with updated assumptions around the discount rate, revenue growth, profit margin, and future P/E used to support this unchanged price target. What's in the News Brainbees Solutions expanded its Qwik delivery service across select pincodes in Bengaluru, Pune, and Hyderabad, offering baby and kids' products delivered in under 3 hours and using its existing modern store network and RocketBees logistics initiative to support fulfillment (Key Developments).
ナラティブの更新 Mar 03

FIRSTCRY: Upcoming Board Decisions On Subsidiaries Will Support Bullish Outlook

Analysts have kept their price target for Brainbees Solutions steady at ₹430, citing updated assumptions for discount rate, revenue growth, profit margin and forward P/E that, in their view, remain broadly consistent with the prior valuation setup. What's in the News Board meeting scheduled on Feb 13, 2026, at 15:30 IST to consider and approve the unaudited standalone and consolidated financial results for the quarter and nine months ended Dec 31, 2025, and to consider a change in the non executive director representing Mahindra & Mahindra Limited (company disclosure).
ナラティブの更新 Feb 17

FIRSTCRY: Upcoming Board Actions On Subsidiaries Will Support Bullish Long-Term Outlook

Analysts have reset their price target on Brainbees Solutions from ₹480 to ₹430, reflecting updated assumptions around slightly lower revenue growth, modestly thinner profit margins and a higher future P/E multiple. What's in the News Board meeting scheduled for Feb 13, 2026, at 15:30 IST to consider and approve the unaudited standalone and consolidated financial results for the quarter and nine months ended Dec 31, 2025, and to consider a change in the Non Executive Director representing Mahindra & Mahindra Limited (company filing).
ナラティブの更新 Feb 03

FIRSTCRY: Higher Margin Outlook Will Support Upcoming Board Decisions On Expansion

Analysts have lowered their fair value estimate for Brainbees Solutions from ₹574 to ₹480, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E as the key drivers of the reset price target. What's in the News A board meeting is scheduled on Dec 26, 2025 at 15:30 IST to consider acquiring additional shares in Swara Baby Products Private Limited in exchange for shares of Solis Hygiene Private Limited, along with a proposed change in Company Secretary and Compliance Officer (company filing).
ナラティブの更新 Jan 20

FIRSTCRY: Subsidiary Share Swap And Margin Outlook Will Support Future Upside

Analysts have trimmed their fair value estimate for Brainbees Solutions from ₹383 to ₹364, citing updated assumptions that reflect a slightly higher discount rate, more moderate revenue growth expectations, improved profit margin forecasts, and a lower future P/E multiple. What's in the News A board meeting is scheduled for Dec 26, 2025, at 15:30 Indian Standard Time to consider acquiring additional shares in Swara Baby Products Private Limited, a subsidiary, in exchange for shares of Solis Hygiene Private Limited, another subsidiary (company filing).
ナラティブの更新 Jan 06

FIRSTCRY: Subsidiary Share Swap And Stable Assumptions Will Support Earnings Upside

Analysts have maintained their fair value estimate for Brainbees Solutions at ₹414.0. They have made small adjustments to the discount rate and the assumed future P/E to reflect updated views on risk and longer term earnings potential, without any material change to the overall price target. What's in the News A board meeting is scheduled for Dec 26, 2025 at 15:30 Indian Standard Time to consider acquiring additional shares in Swara Baby Products Private Limited, in exchange for shares of Solis Hygiene Private Limited, both subsidiaries of the company (company filing).
ナラティブの更新 Dec 16

FIRSTCRY: Long Term Discounting Strategy Will Support Earnings Upside Ahead

Analysts have slightly reduced their price target for Brainbees Solutions to approximately ₹414 from about ₹421, citing marginally higher discount rates, a small downward revision to long term revenue growth, and a modestly lower profit margin outlook that together trim fair value estimates despite broadly intact fundamentals. What's in the News Board meeting scheduled for November 14, 2025 to review and approve unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025 (company filing) Half year performance update expected to provide clarity on revenue growth trajectory and profitability trends following recent revisions to long term assumptions (company filing) Investors monitoring management commentary from the upcoming results for indications on discounting strategy, margin outlook, and FY2026 guidance (company filing) Valuation Changes Consensus Analyst Price Target: fair value estimate reduced slightly to approximately ₹414 from about ₹421 Discount Rate: risen marginally to around 15.47 percent from roughly 15.24 percent Revenue Growth: projected long-term annual growth rate edged down slightly to about 15.10 percent from nearly 15.20 percent Net Profit Margin: long-term margin assumption decreased very slightly to around 2.24 percent from roughly 2.25 percent Future P/E: forward valuation multiple eased modestly to about 106.6 times from roughly 107.2 times
ナラティブの更新 Dec 02

FIRSTCRY: Future Revenue Expansion Expected To Outweigh Margin Compression Ahead

Analysts have lowered their price target for Brainbees Solutions from $426.43 to $421.43. This change is based on expectations of higher revenue growth, tempered by reduced profit margins and a slightly increased discount rate.
分析記事 Nov 19

Is Brainbees Solutions (NSE:FIRSTCRY) Using Debt In A Risky Way?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
ナラティブの更新 Nov 18

FIRSTCRY: Future Profit Margins Expected To Drive Bullish Momentum

Analysts have lowered their price target for Brainbees Solutions from $462.43 to $426.43. This change reflects revised expectations for slower revenue growth and adjusted profit margins according to their latest assessments.
新しいナラティブ Aug 17

Offline Stores In India And Riyadh Will Capture Underserved Demand

Key Takeaways Expansion into offline and underserved markets, with omni-channel strategy and adjacent services, is expected to boost revenue growth and customer lifetime value. Improved profitability from private label growth, operational efficiency, and customer trust strengthens margins and supports sustainable long-term earnings.
分析記事 Jul 12

Brainbees Solutions (NSE:FIRSTCRY) Has Debt But No Earnings; Should You Worry?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Mar 04

Some Brainbees Solutions Limited (NSE:FIRSTCRY) Shareholders Look For Exit As Shares Take 25% Pounding

To the annoyance of some shareholders, Brainbees Solutions Limited ( NSE:FIRSTCRY ) shares are down a considerable 25...
分析記事 Feb 09

Are Brainbees Solutions Limited (NSE:FIRSTCRY) Investors Paying Above The Intrinsic Value?

Key Insights Brainbees Solutions' estimated fair value is ₹344 based on 2 Stage Free Cash Flow to Equity Current share...

収支内訳

Brainbees Solutions の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NSEI:FIRSTCRY 収益、費用、利益 ( )INR Millions
日付収益収益G+A経費研究開発費
31 Dec 2583,156-1,86714,4830
30 Sep 2580,643-1,66014,4830
30 Jun 2578,701-1,81200
31 Mar 2576,596-1,91514,4830
31 Dec 2473,962-1,66512,4870
30 Sep 2471,240-1,90312,3950
30 Jun 2467,260-2,40912,4620
31 Mar 2464,809-2,74312,4870
31 Mar 2356,325-4,41112,4250
31 Mar 2224,013-7196,1640
31 Mar 2116,0292,1493,8110

質の高い収益: FIRSTCRYは現在利益が出ていません。

利益率の向上: FIRSTCRYは現在利益が出ていません。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: FIRSTCRYは利益が出ておらず、過去 5 年間で損失は年間24.2%の割合で増加しています。

成長の加速: FIRSTCRYの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。

収益対業界: FIRSTCRYは利益が出ていないため、過去 1 年間の収益成長をSpecialty Retail業界 ( 39.9% ) と比較することは困難です。


株主資本利益率

高いROE: FIRSTCRYは現在利益が出ていないため、自己資本利益率 ( -5.06% ) はマイナスです。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

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2026/05/21 14:57
終値2026/05/21 00:00
収益2025/12/31
年間収益2025/03/31

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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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

Brainbees Solutions Limited 7 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。15

アナリスト機関
Videesha ShethAmbit Capital
Ashwin MehtaAmbit Capital
Nitin BhasinAmbit Capital