Bharat Forge 향후 성장
Future 기준 점검 4/6
Bharat Forge (는) 각각 연간 25.6% 및 12.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 25.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 19.3% 로 예상됩니다.
핵심 정보
25.6%
이익 성장률
25.50%
EPS 성장률
| Auto Components 이익 성장 | 18.4% |
| 매출 성장률 | 12.2% |
| 향후 자기자본이익률 | 19.25% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 12 Jun 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • Jun 02
500493: Aerospace Contracts And Expansion Will Sustain An Excessive Multiple
Analysts have kept their Bharat Forge fair value estimate steady at ₹1,060, with only small tweaks to assumptions for discount rate, revenue growth, profit margin and future P/E guiding this unchanged price target. What's in the News Bharat Forge announced a long term contract with Embraer to manufacture and supply critical landing gear forgings for Embraer’s commercial and Defence aircraft programs, reinforcing Embraer’s reliance on Bharat Forge’s certified aerospace manufacturing capabilities.내러티브 업데이트 • May 16
500493: Aerospace Contracts Will Sustain An Excessive Multiple Despite Rising Risk
Analysts have increased their price target on Bharat Forge from ₹1,029.16 to ₹1,060.00, citing updated assumptions related to fair value, discount rate, revenue growth, profit margin and expected future P/E multiples. What's in the News Bharat Forge signed a long term contract with Embraer to manufacture and supply critical landing gear forgings for commercial and defence aircraft programs, marking Embraer's first such contract with an Indian company and reinforcing Embraer's reliance on Bharat Forge for high integrity aerospace components (Key Developments).
내러티브 업데이트 • Apr 28
500493: Aerospace Expansion And German Restructuring Will Pressure Medium Term Returns
Analysts have lifted their price target for Bharat Forge from ₹1,348.75 to ₹1,686.17, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E as key drivers of the change. What's in the News Bharat Forge has scheduled a board meeting on Feb 12, 2026 to consider and approve unaudited standalone and consolidated financial results for the quarter and nine months ended Dec 31, 2025 (company filing).
내러티브 업데이트 • Apr 14
500493: Defence And Aerospace Expansion Will Drive Future Upside Potential
Analysts have kept the Bharat Forge price target unchanged at ₹2,150, citing a revised mix of assumptions that now combine a slightly higher discount rate and future P/E with adjusted expectations for revenue growth and profit margin. What's in the News Bharat Forge plans a Board Meeting on April 9, 2026, to review a proposal for phased restructuring of its steel forging operations at Bharat Forge CDP GmbH in Germany.내러티브 업데이트 • Mar 31
500493: Defence Wins And Aerospace Deals Will Likely Sustain An Excessive Multiple
Analysts have trimmed their implied fair value estimate for Bharat Forge slightly from about ₹1,036 to about ₹1,029, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What's in the News Bharat Forge Aerospace Division secured defence contracts worth about ₹3,000 million under the Emergency Procurement VI framework, covering indigenous unmanned systems for the Indian Army and Indian Navy, including ISR platforms and loitering munitions such as Omega One, Omega Nine, Bayonet and Cleaver (Key Developments).내러티브 업데이트 • Mar 16
500493: Defence And Aerospace Orders Will Drive Future Upside Potential
Analysts have revised their price target on Bharat Forge from ₹1,578 to ₹2,150, citing updated assumptions on revenue growth, profit margins, discount rate and forward P/E that together point to a higher assessed fair value for the stock. What's in the News Bharat Forge inaugurated a landing gear components machining facility in Mundhwa, Pune, developed with Liebherr Aerospace & Transportation SAS.내러티브 업데이트 • Mar 02
500493: Defence Contracts Will Likely Fail To Justify Elevated Multiple
Analysts have raised their fair value estimate for Bharat Forge from ₹991.55 to ₹1,035.56, citing updated assumptions on revenue growth, profit margins, and future P/E that collectively support a higher long term price target. What's in the News Bharat Forge signed an MoU with VVDN Technologies to explore collaboration in next generation technologies across Automotive, Defence, AI, and Datacentre solutions, combining electronics design and software capabilities with advanced manufacturing and precision engineering (Key Developments).내러티브 업데이트 • Feb 16
500493: Defence Contracts And Robotics Expansion Will Likely Fail To Justify Premium
Analysts have lifted their price target on Bharat Forge to ₹991.55 from ₹939.11, citing updates to their models that reflect adjusted revenue growth assumptions, a higher profit margin outlook, and a lower future P/E multiple. What's in the News Bharat Forge has scheduled a board meeting on February 12, 2026 to consider and approve unaudited standalone and consolidated financial results for the quarter and nine months ended December 31, 2025 (company filing).내러티브 업데이트 • Feb 02
500493: Defence And Robotics Contracts Will Likely Fail To Justify Premium
Analysts have nudged their price target on Bharat Forge slightly higher to ₹939.11 from ₹930.00, citing updated assumptions around revenue growth, profit margin and future P/E that modestly lift their fair value estimate while applying a slightly lower discount rate. What's in the News Bharat Forge's aerospace division secured contracts of about ₹3,000 million under the Emergency Procurement VI framework for indigenous unmanned systems for the Indian Army and Indian Navy, including ISR platforms and loitering munitions such as Omega One, Omega Nine, Bayonet and Cleaver (Key Developments).내러티브 업데이트 • Jan 19
500493: Defence Orders And Robotics Partnership Will Support Balanced Medium Term Outlook
Analysts have lifted their fair value estimate for Bharat Forge from ₹1,319.96 to ₹1,348.75, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Bharat Forge's Aerospace Division secured defence contracts worth about ₹3,000 million under the Emergency Procurement VI framework, covering indigenous unmanned ISR platforms and loitering munitions for the Indian Army and Indian Navy end use (Key Developments).내러티브 업데이트 • Jan 05
500493: Defence Contract Driven Upside Will Likely Prove Unsustainable
Analysts have raised their price target on Bharat Forge from ₹870 to ₹930, reflecting stronger expectations for revenue growth, despite a slightly higher discount rate and marginally lower projected profit margins and valuation multiples. What's in the News Signed an INR 16,619 million contract with the Indian Ministry of Defence to supply 255,128 indigenously designed CQB carbines to the Indian Army.내러티브 업데이트 • Dec 14
500493: Expanded Aerospace Agreements Will Support Balanced Medium Term Prospects
Narrative Update on Bharat Forge Analysts have modestly raised their fair value estimate for Bharat Forge from Rs 1,310.72 to Rs 1,319.96. This reflects slightly lower perceived risk, broadly steady growth and margin expectations, and a marginally higher future earnings multiple.내러티브 업데이트 • Nov 30
500493: New Collaborations And Aerospace Supply Agreements Will Support Steady Near-Term Prospects
Analysts have raised their price target for Bharat Forge from ₹1,282.81 to ₹1,310.72. They cited improved profit margin expectations and a slightly lower discount rate as key factors driving the upward revision.내러티브 업데이트 • Nov 16
500493: Expansion Into Aerospace Components And Collaborations Set To Shape Outlook
Analysts have raised their price target for Bharat Forge from ₹1,146.23 to ₹1,282.81. They cite increased optimism due to stronger projected revenue growth and a slightly higher profit margin outlook.내러티브 업데이트 • Oct 31
500493: Margins Will Remain Pressured Despite Expanding International Aerospace Partnerships
Analysts have maintained their price target for Bharat Forge at ₹1,146.23, citing steady assumptions across core valuation metrics including revenue growth and profit margin. Only negligible adjustments have been made to the discount rate and future P/E.내러티브 업데이트 • Oct 17
Electrification And Diversification Will Unlock Industry Potential
Analysts have slightly reduced their price target for Bharat Forge, lowering it from ₹1,163.81 to ₹1,146.23. This reflects modest downward adjustments to growth, discount rates, and profit margin expectations.내러티브 업데이트 • Sep 05
Electrification And Diversification Will Unlock Industry Potential
With both the discount rate and future P/E ratio remaining virtually unchanged, analysts have left Bharat Forge’s consensus price target steady at ₹1164. What's in the News Bharat Forge will establish an advanced ring mill dedicated to aerospace applications, supported by contracts with Pratt & Whitney, Canada for aero-engine components; the facility will bolster both domestic and international aerospace programs and position India as a global aerospace manufacturing hub.
새로운 내러티브 • Nov 29
Aerospace And Defense Poised For Exponential Growth With Tactical M&A Boosting Margins
Strong growth in defense and aerospace is expected, driven by substantial new orders and market share expansion, enhancing revenue and margins.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 3/31/2029 | 246,679 | 26,941 | 24,256 | 32,790 | 9 |
| 3/31/2028 | 227,971 | 23,943 | 19,521 | 28,614 | 22 |
| 3/31/2027 | 198,899 | 17,829 | 13,972 | 22,679 | 23 |
| 3/31/2026 | 168,117 | 10,797 | 3,461 | 14,866 | N/A |
| 12/31/2025 | 161,362 | 11,291 | N/A | N/A | N/A |
| 9/30/2025 | 152,688 | 10,776 | 7,247 | 19,209 | N/A |
| 6/30/2025 | 149,254 | 10,220 | N/A | N/A | N/A |
| 3/31/2025 | 151,228 | 9,412 | 3,459 | 17,963 | N/A |
| 12/31/2024 | 154,344 | 8,951 | N/A | N/A | N/A |
| 9/30/2024 | 158,253 | 9,469 | 492 | 19,480 | N/A |
| 6/30/2024 | 159,109 | 9,305 | N/A | N/A | N/A |
| 3/31/2024 | 156,821 | 9,511 | 1,404 | 16,644 | N/A |
| 12/31/2023 | 151,469 | 8,507 | N/A | N/A | N/A |
| 9/30/2023 | 146,339 | 6,686 | 7,345 | 16,935 | N/A |
| 6/30/2023 | 139,361 | 5,873 | N/A | N/A | N/A |
| 3/31/2023 | 129,103 | 5,284 | 2,983 | 12,945 | N/A |
| 12/31/2022 | 128,543 | 6,286 | N/A | N/A | N/A |
| 9/30/2022 | 118,956 | 9,673 | -3,671 | 6,737 | N/A |
| 6/30/2022 | 112,049 | 10,926 | N/A | N/A | N/A |
| 3/31/2022 | 104,611 | 10,818 | -5,625 | 5,058 | N/A |
| 12/31/2021 | 89,708 | 10,546 | N/A | N/A | N/A |
| 9/30/2021 | 82,993 | 4,242 | -4,327 | 6,489 | N/A |
| 6/30/2021 | 72,897 | 1,531 | N/A | N/A | N/A |
| 3/31/2021 | 63,363 | -1,264 | 1,058 | 10,200 | N/A |
| 12/31/2020 | 59,953 | -4,071 | N/A | N/A | N/A |
| 9/30/2020 | 61,031 | -1,561 | 3,492 | 10,696 | N/A |
| 6/30/2020 | 68,822 | 510 | N/A | N/A | N/A |
| 3/31/2020 | 80,558 | 3,498 | 5,602 | 15,220 | N/A |
| 12/31/2019 | 89,847 | 7,423 | N/A | N/A | N/A |
| 9/30/2019 | 96,178 | 9,187 | N/A | 16,085 | N/A |
| 6/30/2019 | 100,599 | 9,657 | N/A | N/A | N/A |
| 3/31/2019 | 101,457 | 10,322 | N/A | 9,115 | N/A |
| 3/31/2018 | 83,577 | 7,624 | N/A | 9,674 | N/A |
| 3/31/2017 | 63,961 | 6,915 | N/A | 10,517 | N/A |
| 3/31/2016 | 68,091 | 6,524 | N/A | 13,558 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: 500493 의 연간 예상 수익 증가율(25.6%)이 saving rate(6.9%)보다 높습니다.
수익 vs 시장: 500493 의 연간 수익(25.6%)이 Indian 시장(16%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: 500493 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: 500493 의 수익(연간 12.2%)이 Indian 시장(연간 10.8%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: 500493 의 수익(연간 12.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: 500493의 자본 수익률은 3년 후 19.3%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/12 20:13 |
| 종가 | 2026/06/12 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2026/03/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Bharat Forge Limited는 49명의 분석가가 다루고 있습니다. 이 중 23명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| null null | 360 ONE Capital Market Private Limited |
| Annamalai Jayaraj | 360 ONE Capital Market Private Limited |
| Ashwin Mehta | Ambit Capital |