Board Change • 9h
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 3 highly experienced directors. 1 independent director (3 non-independent directors). Director Md. Hassan was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. 공시 • Apr 27
Bashundhara Paper Mills PLC. to Report Q3, 2026 Results on Apr 30, 2026 Bashundhara Paper Mills PLC. announced that they will report Q3, 2026 results on Apr 30, 2026 공시 • Jan 27
Bashundhara Paper Mills Limited to Report Q2, 2026 Results on Jan 31, 2026 Bashundhara Paper Mills Limited announced that they will report Q2, 2026 results on Jan 31, 2026 공시 • Nov 11
Bashundhara Paper Mills Limited to Report Q1, 2026 Results on Nov 14, 2025 Bashundhara Paper Mills Limited announced that they will report Q1, 2026 results on Nov 14, 2025 공시 • Oct 29
Bashundhara Paper Mills Limited, Annual General Meeting, Dec 23, 2025 Bashundhara Paper Mills Limited, Annual General Meeting, Dec 23, 2025, at 11:00 Central Asia Standard Time. 공시 • Oct 21
Bashundhara Paper Mills Limited to Report Fiscal Year 2025 Results on Oct 28, 2025 Bashundhara Paper Mills Limited announced that they will report fiscal year 2025 results on Oct 28, 2025 공시 • Apr 23
Bashundhara Paper Mills Limited to Report Q3, 2025 Results on Apr 30, 2025 Bashundhara Paper Mills Limited announced that they will report Q3, 2025 results on Apr 30, 2025 공시 • Jan 23
Bashundhara Paper Mills Limited to Report Q2, 2025 Results on Jan 30, 2025 Bashundhara Paper Mills Limited announced that they will report Q2, 2025 results at 3:00 PM, Bangladesh Standard Time on Jan 30, 2025 공시 • Nov 11
Bashundhara Paper Mills Limited to Report Q1, 2025 Results on Nov 14, 2024 Bashundhara Paper Mills Limited announced that they will report Q1, 2025 results on Nov 14, 2024 Reported Earnings • Nov 08
Full year 2024 earnings released: EPS: ৳1.10 (vs ৳2.62 in FY 2023) Full year 2024 results: EPS: ৳1.10 (down from ৳2.62 in FY 2023). Revenue: ৳13.2b (flat on FY 2023). Net income: ৳191.5m (down 58% from FY 2023). Profit margin: 1.5% (down from 3.5% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 12% per year. 공시 • Oct 30
Bashundhara Paper Mills Limited, Annual General Meeting, Dec 24, 2024 Bashundhara Paper Mills Limited, Annual General Meeting, Dec 24, 2024, at 11:00 Central Asia Standard Time. Valuation Update With 7 Day Price Move • Oct 27
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ৳27.20, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 15x in the Forestry industry in Asia. Total loss to shareholders of 38% over the past three years. 공시 • Oct 23
Bashundhara Paper Mills Limited to Report Fiscal Year 2024 Results on Oct 28, 2024 Bashundhara Paper Mills Limited announced that they will report fiscal year 2024 results on Oct 28, 2024 Reported Earnings • May 18
Third quarter 2024 earnings released: EPS: ৳0.36 (vs ৳0.51 in 3Q 2023) Third quarter 2024 results: EPS: ৳0.36 (down from ৳0.51 in 3Q 2023). Revenue: ৳3.63b (up 3.1% from 3Q 2023). Net income: ৳62.2m (down 29% from 3Q 2023). Profit margin: 1.7% (down from 2.5% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth. 공시 • Apr 26
Bashundhara Paper Mills Limited to Report Q3, 2024 Results on Apr 30, 2024 Bashundhara Paper Mills Limited announced that they will report Q3, 2024 results on Apr 30, 2024 New Risk • Mar 19
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: ৳10.9b (US$99.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.0% net profit margin). Market cap is less than US$100m (৳10.9b market cap, or US$99.1m). Reported Earnings • Feb 08
Second quarter 2024 earnings released: EPS: ৳0.52 (vs ৳0.55 in 2Q 2023) Second quarter 2024 results: EPS: ৳0.52 (down from ৳0.55 in 2Q 2023). Revenue: ৳3.45b (flat on 2Q 2023). Net income: ৳90.8m (down 4.8% from 2Q 2023). Profit margin: 2.6% (down from 2.8% in 2Q 2023). 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 23% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Feb 07
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ৳75.90, the stock trades at a trailing P/E ratio of 32.3x. Average trailing P/E is 16x in the Forestry industry in Asia. Total returns to shareholders of 95% over the past three years. 공시 • Jan 23
Bashundhara Paper Mills Limited to Report Q2, 2024 Results on Jan 30, 2024 Bashundhara Paper Mills Limited announced that they will report Q2, 2024 results on Jan 30, 2024 Valuation Update With 7 Day Price Move • Jan 12
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ৳70.10, the stock trades at a trailing P/E ratio of 29.9x. Average trailing P/E is 16x in the Forestry industry in Asia. Total returns to shareholders of 61% over the past three years. New Risk • Nov 18
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.0% Last year net profit margin: 5.2% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.4x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.0% net profit margin). Market cap is less than US$100m (৳10.7b market cap, or US$96.7m). Upcoming Dividend • Nov 15
Upcoming dividend of ৳1.10 per share at 1.8% yield Eligible shareholders must have bought the stock before 22 November 2023. Payment date: 21 January 2024. Payout ratio is a comfortable 42% but the company is paying out more than the cash it is generating. Trailing yield: 1.8%. Lower than top quartile of Bangladeshi dividend payers (3.3%). Lower than average of industry peers (2.0%). Reported Earnings • Nov 05
Full year 2023 earnings released: EPS: ৳2.62 (vs ৳2.92 in FY 2022) Full year 2023 results: EPS: ৳2.62 (down from ৳2.92 in FY 2022). Revenue: ৳13.2b (up 17% from FY 2022). Net income: ৳455.0m (down 10% from FY 2022). Profit margin: 3.5% (down from 4.5% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth. 공시 • Oct 24
Bashundhara Paper Mills Limited to Report Fiscal Year 2023 Results on Oct 29, 2023 Bashundhara Paper Mills Limited announced that they will report fiscal year 2023 results on Oct 29, 2023 New Risk • Oct 09
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: ৳10.9b (US$98.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (৳10.9b market cap, or US$98.6m). Reported Earnings • May 02
Third quarter 2023 earnings released: EPS: ৳0.51 (vs ৳0.45 in 3Q 2022) Third quarter 2023 results: EPS: ৳0.51 (up from ৳0.45 in 3Q 2022). Revenue: ৳3.52b (up 14% from 3Q 2022). Net income: ৳88.0m (up 14% from 3Q 2022). Profit margin: 2.5% (in line with 3Q 2022). Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Mar 05
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ৳83.60, the stock trades at a trailing P/E ratio of 23x. Average trailing P/E is 13x in the Forestry industry in Asia. Total returns to shareholders of 91% over the past three years. Reported Earnings • Feb 03
Second quarter 2023 earnings released: EPS: ৳0.55 (vs ৳0.65 in 2Q 2022) Second quarter 2023 results: EPS: ৳0.55 (down from ৳0.65 in 2Q 2022). Revenue: ৳3.44b (up 1.0% from 2Q 2022). Net income: ৳95.4m (down 16% from 2Q 2022). Profit margin: 2.8% (down from 3.3% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jan 17
Investor sentiment improved over the past week After last week's 16% share price gain to ৳96.70, the stock trades at a trailing P/E ratio of 25.9x. Average trailing P/E is 14x in the Forestry industry in Asia. Total returns to shareholders of 136% over the past three years. 공시 • Jan 10
Bashundhara Paper Mills Appoints Mustafizur Rahman as Chief Executive Officer Bashundhara Paper Mills Limited informed that the Board of Directors has appointed Mr. Md. Mustafizur Rahman FCA as the Chief Executive Officer of the Company. Valuation Update With 7 Day Price Move • Dec 01
Investor sentiment deteriorated over the past week After last week's 15% share price decline to ৳76.30, the stock trades at a trailing P/E ratio of 20.4x. Average trailing P/E is 13x in the Forestry industry in Asia. Total returns to shareholders of 66% over the past three years. Reported Earnings • Nov 19
First quarter 2023 earnings released: EPS: ৳1.20 (vs ৳0.39 in 1Q 2022) First quarter 2023 results: EPS: ৳1.20 (up from ৳0.39 in 1Q 2022). Revenue: ৳3.12b (up 56% from 1Q 2022). Net income: ৳209.2m (up 207% from 1Q 2022). Profit margin: 6.7% (up from 3.4% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 37% per year whereas the company’s share price has increased by 34% per year. Board Change • Nov 16
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). Independent Director Khawaja Rahman was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Reported Earnings • Nov 08
Full year 2022 earnings released: EPS: ৳2.92 (vs ৳2.37 in FY 2021) Full year 2022 results: EPS: ৳2.92 (up from ৳2.37 in FY 2021). Revenue: ৳11.2b (up 21% from FY 2021). Net income: ৳507.8m (up 24% from FY 2021). Profit margin: 4.5% (up from 4.4% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth. 공시 • Oct 31
Bashundhara Paper Mills Limited Recommends Cash Dividend for the Year Ended June 30, 2022 The Board of Directors of Bashundhara Paper Mills Limited has recommended 10% cash dividend for the year ended June 30, 2022. Valuation Update With 7 Day Price Move • Oct 30
Investor sentiment improved over the past week After last week's 24% share price gain to ৳86.00, the stock trades at a trailing P/E ratio of 31.8x. Average trailing P/E is 14x in the Forestry industry in Asia. Total returns to shareholders of 108% over the past three years. Valuation Update With 7 Day Price Move • Oct 11
Investor sentiment deteriorated over the past week After last week's 17% share price decline to ৳72.60, the stock trades at a trailing P/E ratio of 26.9x. Average trailing P/E is 12x in the Forestry industry in Asia. Total returns to shareholders of 62% over the past three years. Valuation Update With 7 Day Price Move • Sep 21
Investor sentiment improved over the past week After last week's 16% share price gain to ৳77.90, the stock trades at a trailing P/E ratio of 28.8x. Average trailing P/E is 14x in the Forestry industry in Asia. Total returns to shareholders of 52% over the past three years. Valuation Update With 7 Day Price Move • Aug 31
Investor sentiment improved over the past week After last week's 17% share price gain to ৳60.30, the stock trades at a trailing P/E ratio of 22.3x. Average trailing P/E is 13x in the Forestry industry in Asia. Total returns to shareholders of 4.8% over the past three years. Reported Earnings • May 02
Third quarter 2022 earnings released: EPS: ৳0.45 (vs ৳0.42 in 3Q 2021) Third quarter 2022 results: EPS: ৳0.45 (up from ৳0.42 in 3Q 2021). Revenue: ৳3.07b (up 11% from 3Q 2021). Net income: ৳77.5m (up 6.2% from 3Q 2021). Profit margin: 2.5% (in line with 3Q 2021). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Board Change • Apr 27
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). Independent Director Khawaja Rahman was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Reported Earnings • Feb 02
Second quarter 2022 earnings: Revenues and EPS in line with analyst expectations Second quarter 2022 results: EPS: ৳0.65 (up from ৳0.44 in 2Q 2021). Revenue: ৳3.41b (up 42% from 2Q 2021). Net income: ৳113.1m (up 50% from 2Q 2021). Profit margin: 3.3% (up from 3.2% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 7% per year. Upcoming Dividend • Nov 24
Upcoming dividend of ৳1.20 per share Eligible shareholders must have bought the stock before 01 December 2021. Payment date: 27 January 2022. Trailing yield: 2.6%. Lower than top quartile of Bangladeshi dividend payers (3.0%). Higher than average of industry peers (2.3%). Reported Earnings • May 02
Third quarter 2021 earnings released: EPS ৳0.42 (vs ৳0.13 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ৳2.75b (up 7.3% from 3Q 2020). Net income: ৳73.0m (up 222% from 3Q 2020). Profit margin: 2.6% (up from 0.9% in 3Q 2020). The increase in margin was driven by higher revenue. Reported Earnings • Feb 01
Second quarter 2021 earnings released: EPS ৳0.44 (vs ৳0.20 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ৳2.40b (up 11% from 2Q 2020). Net income: ৳75.7m (up 116% from 2Q 2020). Profit margin: 3.2% (up from 1.6% in 2Q 2020). The increase in margin was driven by higher revenue. Is New 90 Day High Low • Jan 04
New 90-day high: ৳45.20 The company is up 2.0% from its price of ৳44.20 on 06 October 2020. The Bangladeshi market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Forestry industry, which is up 16% over the same period. Upcoming Dividend • Nov 24
Upcoming Dividend of ৳1.00 Per Share Will be paid on the 24th of January to those who are registered shareholders by the 1st of December. The trailing yield of 2.5% is below the top quartile of Bangladeshi dividend payers (3.8%), but it is higher than industry peers (2.0%). Is New 90 Day High Low • Nov 11
New 90-day low: ৳39.90 The company is down 8.0% from its price of ৳43.50 on 13 August 2020. The Bangladeshi market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Forestry industry, which is up 5.0% over the same period.