Board Change • May 21
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. 4 highly experienced directors. 2 independent directors (7 non-independent directors). Independent Director Shah Hoque was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Announcement • Jan 23
Bangladesh Export Import Company Limited to Report Q3, 2025 Results on Jan 28, 2025 Bangladesh Export Import Company Limited announced that they will report Q3, 2025 results on Jan 28, 2025 New Risk • Nov 15
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended March 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. 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 Latest financial reports are more than 6 months old (reported March 2024 fiscal period end). Profit margins are more than 30% lower than last year (0.7% net profit margin). Announcement • Nov 08
Bangladesh Export Import Company Limited to Report Q1, 2025 Results on Nov 13, 2024 Bangladesh Export Import Company Limited announced that they will report Q1, 2025 results on Nov 13, 2024 Announcement • Oct 23
Bangladesh Export Import Company Limited to Report Fiscal Year 2024 Results on Oct 28, 2024 Bangladesh Export Import Company Limited announced that they will report fiscal year 2024 results on Oct 28, 2024 Announcement • Apr 24
Bangladesh Export Import Company Limited to Report Q3, 2024 Results on Apr 29, 2024 Bangladesh Export Import Company Limited announced that they will report Q3, 2024 results on Apr 29, 2024 Announcement • Jan 22
Bangladesh Export Import Company Limited to Report Q2, 2024 Results on Jan 29, 2024 Bangladesh Export Import Company Limited announced that they will report Q2, 2024 results on Jan 29, 2024 New Risk • Dec 15
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: 10% Last year net profit margin: 17% 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 (2.3x 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 (10% net profit margin). Shareholders have been diluted in the past year (2.2% increase in shares outstanding). Reported Earnings • Dec 15
Full year 2023 earnings released: EPS: ৳7.95 (vs ৳14.36 in FY 2022) Full year 2023 results: EPS: ৳7.95 (down from ৳14.36 in FY 2022). Revenue: ৳68.8b (down 8.3% from FY 2022). Net income: ৳7.10b (down 43% from FY 2022). Profit margin: 10% (down from 17% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth. New Risk • Dec 12
New major risk - Financial data availability The company's latest financial reports are more than a year old. Last reported fiscal period ended June 2022. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported June 2022 fiscal period end). Debt is not well covered by operating cash flow (1.7% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (2.6% increase in shares outstanding). Upcoming Dividend • Nov 07
Upcoming dividend of ৳1.00 per share at 0.9% yield Eligible shareholders must have bought the stock before 14 November 2023. Payment date: 28 January 2024. Trailing yield: 0.9%. Lower than top quartile of Bangladeshi dividend payers (3.3%). Lower than average of industry peers (4.2%). Announcement • Oct 30
Bangladesh Export Import Company Limited to Report Q1, 2024 Results on Nov 05, 2023 Bangladesh Export Import Company Limited announced that they will report Q1, 2024 results on Nov 05, 2023 Announcement • Oct 24
Bangladesh Export Import Company Limited, Annual General Meeting, Dec 28, 2023 Bangladesh Export Import Company Limited, Annual General Meeting, Dec 28, 2023, at 06:30 Coordinated Universal Time. Agenda: To consider 10% cash dividend for the year ended June 30, 2023. Announcement • Oct 23
Bangladesh Export Import Company Limited Recommends Cash Dividend for the Year Ended June 30, 2023 Bangladesh Export Import Company Limited recommended 10% cash dividend for the year ended June 30, 2023. Date of AGM: December 28, 2023. Announcement • Oct 13
Bangladesh Export Import Company Limited to Report Fiscal Year 2023 Results on Oct 19, 2023 Bangladesh Export Import Company Limited announced that they will report fiscal year 2023 results on Oct 19, 2023 New Risk • Jun 14
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (1.7% operating cash flow to total debt). Minor Risks Latest financial reports are more than 6 months old (reported June 2022 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (2.6% increase in shares outstanding). Reported Earnings • Dec 15
Full year 2022 earnings released: EPS: ৳14.36 (vs ৳7.57 in FY 2021) Full year 2022 results: EPS: ৳14.36 (up from ৳7.57 in FY 2021). Revenue: ৳75.1b (up 73% from FY 2021). Net income: ৳12.5b (up 90% from FY 2021). Profit margin: 17% (up from 15% 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 75% per year but the company’s share price has increased by 102% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Nov 16
Upcoming dividend of ৳3.00 per share Eligible shareholders must have bought the stock before 22 November 2022. Payment date: 22 January 2023. Trailing yield: 2.6%. Lower than top quartile of Bangladeshi dividend payers (3.8%). Lower than average of industry peers (3.9%). Board Change • Nov 16
Less than half of directors are independent There is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Shah Hoque was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Announcement • Oct 31
Bangladesh Export Import Company Limited Recommends Cash Dividend for the Year Ended June 30, 2022 The Board of Directors of Bangladesh Export Import Company Limited has recommended 30% cash dividend for the year ended June 30, 2022. Valuation Update With 7 Day Price Move • Sep 11
Investor sentiment improved over the past week After last week's 16% share price gain to ৳139, the stock trades at a trailing P/E ratio of 18.4x. Average trailing P/E is 11x in the Industrials industry in Asia. Total returns to shareholders of 684% over the past three years. Board Change • Apr 27
Less than half of directors are independent There is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Shah Hoque was the last independent director to join the board, commencing their role in 2020. 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 • Dec 21
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: ৳7.57 (up from ৳0.53 in FY 2020). Revenue: ৳43.4b (up 106% from FY 2020). Net income: ৳6.61b (up ৳6.15b from FY 2020). Profit margin: 15% (up from 2.2% in FY 2020). 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 increased by 61% per year but the company’s share price has increased by 90% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Nov 16
Upcoming dividend of ৳3.50 per share Eligible shareholders must have bought the stock before 23 November 2021. Payment date: 23 January 2022. Trailing yield: 2.0%. Lower than top quartile of Bangladeshi dividend payers (3.0%). Lower than average of industry peers (2.7%). Is New 90 Day High Low • Feb 15
New 90-day high: ৳91.10 The company is up 303% from its price of ৳22.60 on 17 November 2020. The Bangladeshi market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Industrials industry, which is up 9.0% over the same period. Is New 90 Day High Low • Jan 14
New 90-day high: ৳87.40 The company is up 274% from its price of ৳23.40 on 15 October 2020. The Bangladeshi market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Industrials industry, which is up 24% over the same period. Is New 90 Day High Low • Dec 28
New 90-day high: ৳49.10 The company is up 96% from its price of ৳25.00 on 29 September 2020. The Bangladeshi market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Industrials industry, which is up 18% over the same period. Valuation Update With 7 Day Price Move • Dec 22
Investor sentiment improved over the past week After last week's 16% share price gain to ৳37.90, the stock is trading at a trailing P/E ratio of 71.7x, up from the previous P/E ratio of 61.6x. This compares to an average P/E of 14x in the Industrials industry in Asia. Total returns to shareholders over the past three years are 66%. Valuation Update With 7 Day Price Move • Dec 16
Investor sentiment improved over the past week After last week's 17% share price gain to ৳32.60, the stock is trading at a trailing P/E ratio of 61.6x, up from the previous P/E ratio of 52.8x. This compares to an average P/E of 15x in the Industrials industry in Asia. Total returns to shareholders over the past three years are 40%. Valuation Update With 7 Day Price Move • Dec 09
Market bids up stock over the past week After last week's 16% share price gain to ৳29.70, the stock is trading at a trailing P/E ratio of 17.8x, up from the previous P/E ratio of 15.4x. This compares to an average P/E of 15x in the Industrials industry in Asia. Total returns to shareholders over the past three years are 26%. Is New 90 Day High Low • Dec 07
New 90-day high: ৳27.90 The company is up 1.0% from its price of ৳27.70 on 08 September 2020. The Bangladeshi market is flat over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Industrials industry, which is up 12% over the same period. Upcoming Dividend • Nov 19
Upcoming Dividend of ৳0.50 Per Share Will be paid on the 18th of January to those who are registered shareholders by the 26th of November. The trailing yield of 2.2% is below the top quartile of Bangladeshi dividend payers (3.7%), and is lower than industry peers (3.0%). Valuation Update With 7 Day Price Move • Nov 06
Market bids up stock over the past week After last week's 16% share price gain to ৳24.50, the stock is trading at a trailing P/E ratio of 14.7x, up from the previous P/E ratio of 12.7x. This compares to an average P/E of 15x in the Industrials industry in Asia. Total returns to shareholders over the past three years are 2.8%. Valuation Update With 7 Day Price Move • Oct 27
Market pulls back on stock over the past week After last week's 15% share price decline to ৳20.50, the stock is trading at a trailing P/E ratio of 12.3x, down from the previous P/E ratio of 14.5x. This compares to an average P/E of 15x in the Industrials industry in Asia. Total return to shareholders over the past three years is a loss of 13%. Announcement • Jun 19
Bangladesh Export Import Company Limited to Report Q3, 2020 Results on Jun 22, 2020 Bangladesh Export Import Company Limited announced that they will report Q3, 2020 results on Jun 22, 2020