ftInvstr
BEDMUTHA · Basic Materials ₹112.0 -0.8% Mkt Cap ₹361 Cr

BEDMUTHA

Basic Materials Steel
₹112.0
-0.8% today · 30d -0.8%
as of 2026-09-04
Price · Daily Candles
“BEDMUTHA's Revenue Surges 30% QoQ, Yet Profitability Plunges Amidst Negative EPS Print.”
BEDMUTHA's Q4 2025 revenue clocked a significant 30.44% YoY increase to ₹357 crore, contributing to an annual revenue growth of 20.78% in FY2025. However, this growth was overshadowed by a 284.92% YoY drop in net profit, resulting in a negative EPS of -₹1.21 for the quarter. The stock has seen a 1-year return of -34.46% and trades at a relatively low PE of 14.1 for FY25.
BULL CASE
+Quarterly revenue saw a strong 30.44% YoY increase, reaching ₹357 crore in Q4 2025.
+Annual revenue for FY2025 grew by 20.78% to ₹1049 crore, showcasing consistent top-line expansion.
+The 3-year revenue CAGR stands at 16.7% and net profit CAGR at 38.33%, demonstrating past growth momentum.
+The stock is trading 41.95% below its 52-week high of ₹186.66.
+The company's Machine Learning growth prediction for stable 7-year sales (h3) is strong at 0.0494.
BEAR CASE
Net profit in Q4 2025 declined by 284.92% YoY, leading to a net loss of -₹4 crore and EPS of -₹1.21.
Operating profit fell 27.64% YoY in Q4 2025 to ₹12 crore, with OPM dropping by 2.46 percentage points.
The stock has delivered a negative 1-year return of -34.46% and a 3-month return of -23.32%.
Current ML predictions for FCF indicate a weak ranking, with recent 2-year FCF rank at 0.355 and stable 7-year at 0.384.
The MACD signal is bearish with a weak strength of -0.1328.
₹ Latest Earnings · Q ending 2026-06-30
REVENUE
₹541 Cr
+74.32% YoY
NET PROFIT
₹7 Cr
OPM
3.85%
+0.22pp YoY
EPS
₹2.15
Intrinsic value · DCF: N/A — ML model predicts severe Δ FCF compression (h1=-50.0%, h2=-50.0%, h3=-50.0% of mktcap), driving projected FCF negative by year 3 despite healthy current FCF. Treating as forecast outlier rather than reporting a misleading ₹0 valuation. Use the Strategy Fit and ML sections instead.
◇ Sector Position
BEDMUTHA's PE of 14.1 is significantly lower than sector giants JSWSTEEL (PE 90.1) and TATASTEEL (PE 76.74), while its ROCE of 17.0% exceeds JSWSTEEL (12.68%) and TATASTEEL (13.82%), but trails NMDC (31.08%).
PEERPEROCE %
BEDMUTHA21.5817.0
JSWSTEEL90.112.68
TATASTEEL76.7413.82
LLOYDSME28.3327.44
+ 2 more peers — sign in to view
ML Forward Growth Predictions 🔒

9 ML-predicted forward-growth ranks across sales, EBIT, and FCF.

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53
SCORE / 100
Overall
6-axis composite of the sections below.
Performance UNDERPERFORMER 20
Valuation REASONABLE 60
Growth MUTED 47
Profitability DECENT 55
Technicals NEUTRAL 55
Risk LOW 80
Key Stats
P/B
2.46
52W HIGH
₹154.9
OFF HIGH
-27.7%
MKT CAP
₹361 Cr
◉ Active Signals
MACDNeutral0.2043
RSI(14)Neutral54.6
⧉ Strategy Fit 🔒

See which of ftInvstr's 50+ strategies hold BEDMUTHA and at what entry.

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