Binh Dien Fertilizer Past Earnings Performance

Past criteria checks 5/6

Binh Dien Fertilizer has been growing earnings at an average annual rate of 9.2%, while the Chemicals industry saw earnings growing at 13.1% annually. Revenues have been growing at an average rate of 9.7% per year. Binh Dien Fertilizer's return on equity is 18.3%, and it has net margins of 2.4%.

Key information

9.2%

Earnings growth rate

9.2%

EPS growth rate

Chemicals Industry Growth	14.2%
Revenue growth rate	9.7%
Return on equity	18.3%
Net Margin	2.4%
Last Earnings Update	31 Mar 2024

Recent past performance updates

Recent updates

Revenue & Expenses Breakdown
Beta

How Binh Dien Fertilizer makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

HOSE:BFC Revenue, expenses and earnings (VND Millions)
Date	Revenue	Earnings	G+A Expenses
31 Mar 24	9,185,849	219,762	652,887
31 Dec 23	8,588,309	133,418	589,291
30 Sep 23	8,282,686	114,085	570,352
30 Jun 23	7,859,206	39,394	475,455
31 Mar 23	7,330,297	47,883	423,248
31 Dec 22	8,581,358	131,244	510,495
30 Sep 22	8,555,087	175,693	490,452
30 Jun 22	8,061,029	195,489	459,496
31 Mar 22	8,570,019	196,892	512,032
01 Jan 22	7,742,796	186,856	456,289
30 Sep 21	7,345,970	160,930	473,364
30 Jun 21	6,955,602	168,195	523,692
31 Mar 21	6,297,070	163,099	499,599
01 Jan 21	5,418,393	119,859	458,217
30 Sep 20	5,510,967	110,313	499,835
30 Jun 20	5,653,949	110,482	471,189
31 Mar 20	6,008,361	64,294	495,670
31 Dec 19	6,132,432	64,648	479,083
30 Sep 19	5,941,298	57,744	405,866
30 Jun 19	6,058,183	71,501	405,177
31 Mar 19	6,052,349	136,183	391,652
31 Dec 18	6,381,889	158,127	421,582
30 Sep 18	6,533,130	173,876	511,307
30 Jun 18	6,427,899	183,670	489,193
31 Mar 18	6,474,888	222,142	479,027
31 Dec 17	6,305,840	242,269	452,101
30 Sep 17	6,227,934	285,124	375,793
30 Jun 17	6,136,774	295,186	384,623
31 Mar 17	6,123,093	278,387	375,124
31 Dec 16	5,942,917	258,591	365,255
30 Sep 16	5,858,303	237,793	357,421
30 Jun 16	5,962,864	234,069	312,485
31 Mar 16	5,953,924	213,659	316,574
31 Dec 15	6,037,884	208,674	321,678
30 Sep 15	6,083,910	202,228	304,608
30 Jun 15	6,060,859	195,093	292,773
31 Mar 15	6,198,751	181,244	255,264
31 Dec 14	6,377,225	198,650	229,599
30 Sep 14	6,430,330	203,539	225,903
30 Jun 14	6,347,686	203,375	222,428
31 Mar 14	6,010,792	197,555	220,855
31 Dec 13	6,585,110	210,902	254,024

Quality Earnings: BFC has high quality earnings.

Growing Profit Margin: BFC's current net profit margins (2.4%) are higher than last year (0.7%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: BFC's earnings have grown by 9.2% per year over the past 5 years.

Accelerating Growth: BFC's earnings growth over the past year (359%) exceeds its 5-year average (9.2% per year).

Earnings vs Industry: BFC earnings growth over the past year (359%) exceeded the Chemicals industry -6.7%.

Binh Dien Fertilizer Past Earnings Performance

Past criteria checks 5/6

Key information

Recent past performance updates

Second quarter 2023 earnings released: EPS: ₫835 (vs ₫928 in 2Q 2022)

Full year 2022 earnings released: EPS: ₫2,247 (vs ₫3,457 in FY 2021)

Second quarter 2022 earnings released: EPS: ₫859 (vs ₫956 in 2Q 2021)

First quarter 2022 earnings released: EPS: ₫1,046 (vs ₫873 in 1Q 2021)

Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat

Full year 2021 earnings: EPS in line with expectations, revenues disappoint

Recent updates

Investor sentiment improves as stock rises 17%

Binh Dien Fertilizer Joint Stock Company, Annual General Meeting, Apr 26, 2024

Investor sentiment improves as stock rises 16%

New minor risk - Share price stability

Upcoming dividend of ₫500 per share at 8.1% yield

Binh Dien Fertilizer Joint Stock Company Announces First Cash Dividend Payment in 2023, Payable on January 18, 2024

Investor sentiment improves as stock rises 15%

New minor risk - Profit margin trend

Binh Dien Fertilizer Joint Stock Company Appoints Mr. Phan Van Tam as Deputy CEO

Second quarter 2023 earnings released: EPS: ₫835 (vs ₫928 in 2Q 2022)

New major risk - Dividend sustainability

Upcoming dividend of ₫1,400 per share at 6.5% yield

Binh Dien Fertilizer Joint Stock Company Approves Dividend for the Last Phase of 2022, Payable on June 30, 2023

Binh Dien Fertilizer Joint Stock Company Announces Personnel Change

Full year 2022 earnings released: EPS: ₫2,247 (vs ₫3,457 in FY 2021)

Binh Dien Fertilizer Joint Stock Company Provides Production and Earnings Guidance for the First Quarter and Full Year of 2023

Upcoming dividend of ₫600 per share

Binh Dien Fertilizer Joint Stock Company Approves Dividend for the First Phase of 2022, Payable on February 10, 2023

Binh Dien Fertilizer Joint Stock Company Appoints Tran Ngoc Hung from Deputy Head of Financial & Accountant Department to Chief Accountant Cum Head of Financial & Accountant Department

No independent directors

Now 22% undervalued after recent price drop

Binh Dien Fertilizer Joint Stock Company Appoints Mrs. Tran Thi Thanh Thanh as Secretary

Now 21% undervalued after recent price drop

Binh Dien Fertilizer Joint Stock Company Provides Production and Revenue Guidance for the Third Quarter and Nine Months and Fourth Quarter of 2022

Investor sentiment deteriorated over the past week

Binh Dien Fertilizer Joint Stock Company Appoints Tran Ngoc Hung as Deputy Head of Financial & Accountant Department

Binh Dien Fertilizer Joint Stock Company Announces Retirement of Tran Tan Son as CFO

Investor sentiment improved over the past week

Price target decreased to ₫25,800

Second quarter 2022 earnings released: EPS: ₫859 (vs ₫956 in 2Q 2021)

Binh Dien Fertilizer Joint Stock Company Provides Production and Revenue Guidance for the Third Quarter of 2022

Investor sentiment deteriorated over the past week

Upcoming dividend of ₫2,000 per share

Price target increased to ₫31,300

Binh Dien Fertilizer Joint Stock Company Approves Cash Dividend for 2021, Payable on June 30, 2022

Investor sentiment improved over the past week

First quarter 2022 earnings released: EPS: ₫1,046 (vs ₫873 in 1Q 2021)

No independent directors

Binh Dien Fertilizer Joint Stock Company Receives Resignation Letter of Mr. Bui the Chuyen as Member Cum Chairman of BOD

Binh Dien Fertilizer Joint Stock Company, Annual General Meeting, Apr 29, 2022

Investor sentiment deteriorated over the past week

Investor sentiment improved over the past week

Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat

Full year 2021 earnings: EPS in line with expectations, revenues disappoint

Price target increased to ₫28,330

Investor sentiment improved over the past week

Price target increased to ₫25,100

Investor sentiment improved over the past week

Second quarter 2021 earnings released: EPS ₫902 (vs ₫865 in 2Q 2020)

Upcoming dividend of ₫1,500 per share

Investor sentiment improved over the past week

Full year 2020 earnings released: EPS ₫2,097 (vs ₫1,131 in FY 2019)

New 90-day high: ₫18,900

New 90-day low: ₫14,700

Full year 2020 earnings released: EPS ₫2,103 (vs ₫1,165 in FY 2019)

Revenue misses expectations

New 90-day high: ₫17,450

Upcoming Dividend of ₫500 Per Share

New 90-day high: ₫17,200

New 90-day high - ₫15,950

New 90-day high - ₫14,300

New 90-day low - ₫10,750

Revenue & Expenses BreakdownBeta

Earnings and Revenue History

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Return on Equity

Return on Assets

Return on Capital Employed

Revenue & Expenses Breakdown
Beta