ftInvstr
BHARATGEAR · Consumer Cyclical ₹103.01 -1.43% Mkt Cap ₹158 Cr undervalued

BHARATGEAR

Consumer Cyclical Auto Parts
₹103.01
-1.43% today · 30d -4.0%
as of 2026-09-04
Price · Daily Candles
“Bharat Gear surges 43% yearly, but weak margins and negative FCF growth persist.”
Bharat Gear (BHARATGEAR) saw a 43.67% return over the last year, trading at 13.83x TTM PE. Despite strong quarterly revenue growth of 33.27% YoY to ₹189 Cr, the company's annual revenue growth was -2.87% and net profit CAGR over three years was -50.22%. ML predictions for sales, EBIT, and FCF growth remain neutral or weak.
BULL CASE
+The stock has delivered a robust 1-year return of 43.67% and is up 9.71% in the last month.
+Quarterly revenue saw a strong 33.27% YoY increase, reaching ₹189 Cr as of December 31, 2025.
+The company's current price of ₹119.0 is well below its intrinsic value of ₹229.66, indicating a 93.0% margin of safety.
+Active signals like MACD (0.0467) and RSI(14) (60.71) are currently bullish, hinting at further positive momentum.
BEAR CASE
Annual revenue for March 2025 declined by 2.87% YoY to ₹648 Cr, and 3-year net profit CAGR is a substantial -50.22%.
Net profit margin was low at 1.76%, with a quarterly net profit of only ₹3 Cr, and OPM of 6.59%.
ML models predict weak Free Cash Flow (FCF) growth, with annual FCF growth as low as -3.8% in recent 2 years.
The stock trades at a TTM PE of 57.09 based on our derived fundamentals, which contrasts with Yahoo's 13.83, suggesting potential valuation discrepancies depending on the data source.
⟳ What Changed
₹ Latest Earnings · Q ending 2026-06-30
REVENUE
₹216 Cr
+19.94% YoY
NET PROFIT
₹0 Cr
-90.96% YoY
OPM
3.95%
-2.45pp YoY
EPS
₹0.1
PE 13.83
Intrinsic value · DCF ₹198.91 · Margin of safety +93.1% (undervalued) · FCF yield 11.7%
◇ Sector Position
Trading at a TTM PE of 13.83, Bharat Gear is significantly cheaper than sector peers like Bharat Forge (98.06x PE) and Bosch (38.11x PE), but its profitability trails peers such as Schaeffler (31.31% ROCE) and Unominda (27.27% ROCE).
PEERPEROCE %
BHARATGEAR13.83
BOSCHLTD38.1121.47
BHARATFORG98.0624.38
SCHAEFFLER57.0131.31
+ 2 more peers — sign in to view
ML Forward Growth Predictions 🔒

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

Sign up freeSign in
56
SCORE / 100
Overall
6-axis composite of the sections below.
Performance STRONG 75
Valuation CHEAP 75
Growth STRONG 79
Profitability AVERAGE 30
Technicals WEAK 47
Risk ELEVATED 30
Key Stats
TTM PE
13.83
P/B
1.49
52W HIGH
₹154.2
OFF HIGH
-33.2%
MKT CAP
₹158 Cr
◉ Active Signals
MACDNeutral0.7845
RSI(14)Neutral40.95
⧉ Strategy Fit 🔒

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

Sign up freeSign in