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IndiaPulse

BHARATFORG

Mid Cap

Bharat Forge Limited

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Bharat Forge Limited (BFL) is a global manufacturing company specializing in forging and machining. It serves diverse sectors including Automotive, Renewable Energy, Oil & Gas, Defence, Aerospace, Marine, Construction & Mining, and Rail. The company operates standalone and through Indian and overseas subsidiaries.

₹1,925.4
+32.30 · +1.71%
Quote09 Jun, 10:02 am
Fundamentals08 Jun 2026 · screener
Score08 Jun, 11:00 pm · v4.2-nightly
Tags02 May 2026
Data confidence
Fresh enough for analysis
Investor decision lenses

One read, four checks

75+ is strong, 60-74 is usable, 45-59 is mixed, and below 45 needs caution. These are research lenses, not buy/sell instructions.

Weak fundamentals, management trust is supportive, price trend is neutral, and recent execution is consistent.

Suggested next step
Research, do not rush
The four lenses are not strongly aligned. Compare peers and wait for a cleaner setup.
U-Score
WATCHLIST
34

Fundamental lens: valuation, quality, growth, balance sheet, and cash flow.

Trust
Healthy Trust
76

low confidence · 0/0 claims checked

Technical
Neutral
57

Timing lens: price trend and sector relative strength.

Result consistency
consistent
87

Rolling lens: recent quarterly delivery, not the latest single-result score.

Latest result

Quarter ended 31 Mar 2026

Bad · 0/100

PAT -18% YoY · margin compression · Rev +18% YoY

Filed 07 May 2026
Open results browser →
MetricThis quarterYoYQoQ
Revenue₹4,528 Cr+17.5%+4.3%
EBITDA₹777 Cr+14.4%+4.2%
Operating margin17.0%-100 bps+0 bps
PAT₹233 Cr-17.7%-14.7%
PAT margin5.2%-219 bps-114 bps

NDF means not disclosed in the current structured filing feed. It is intentionally not treated as zero.

Business and thesis

Where growth can come from, and what can break the case

Thesis under stressReviewed 2026-06-03T19:08:29.745Z
Management commentary snapshot

Consolidated FY26 revenue grew 11.2% to Rs 16,812 Cr, with EBITDA up 5.9% to Rs 2,921 Cr. Standalone FY26 revenue declined 5.1% to Rs 8,396 Cr, EBITDA down 8.4%. Q4 FY26 standalone revenue rose 8.5% QoQ to Rs 2,260 Cr, driven by export recovery, with EBITDA up 7.2% QoQ.

While consolidated revenue grew, standalone performance declined in FY26. Q4 standalone showed sequential recovery driven by exports. Significant impairment in EV division and ongoing restructuring in European steel business indicate strategic challenges and a need for re-evaluation of certain segments.

Current business mix

Overseas Manufacturing Revenue by Product (FY26)

Latest issuer-disclosed distribution across 2 reported categories.

Businessmix
Steel Forgings56.0%
Al Forgings44.0%
Growth engines

Defence Order Execution

Optimistic of achieving 25% revenue growth for Indian manufacturing operations driven by execution of orders across business, including Defence.

Export Market Recovery

Optimistic of achieving 25% revenue growth for Indian manufacturing operations driven by recovery in the export market.

Aerospace New Customer Onboarding

Order wins across businesses reflect a resurgence in business momentum including in aerospace with onboarding of new customers across Engine, Structural and Landing Gear components.

K-Drive Mobility Product Reorientation

K-Drive mobility is making significant progress in its effort to reorient its product portfolio with new order wins beyond M&HCVs including 4 EV platforms for LCV’s.

Tailwinds

North American Truck Market Rebound

Q4 performance was driven by a combination of inventory restocking and a rebound in NA truck production volumes post the cyclical bottom seen in Q3FY26.

Domestic CV Demand

CV business performance was driven by higher production volumes in Q4 across OEMs as tail winds from GST rate cuts continued to spur demand.

Passenger Car Export Momentum

Passenger car export had a buoyant quarter driven by strong momentum in North & Central America.

Domestic Passenger Car Industry Tailwinds

Passenger car business benefited from the Industry wide tailwinds of GST rate cuts. Product mix also remained healthy as Utility vehicles continued to dominate the market.

Headwinds

Regulatory Volatility

Despite demand challenges and regulatory volatility, the company on a consolidated basis has recorded revenues of Rs 16,812 Crores.

North American Truck Market Destocking (FY26)

FY26 CV business bore the impact of inventory destocking in the North American Truck market.

Subdued Fracking Capex

Oil & Gas reported weakness owing to subdued fracking capex in Q4 FY26 and suffered from low fracking capex in North America for FY26.

Weak Demand in US & Europe

The US & European operations reported modest operating profits despite weak demand.

Risk radar

Geopolitical Crisis Impact

Looking ahead into FY27, barring any geopolitical crisis and its impact of demand, we are optimistic of achieving 25% revenue growth.

EV Adoption Changes

The Rs 450 Crores impairment in KPTL (E-mobility division) is an acceptance of the need to take a fresh look at how we address the EV opportunity as the EV adoption globally has changed significantly.

European Steel Business Restructuring

We have initiated the restructuring of the steel business of CDP Bharat Forge and we expect this process to conclude by end of CY27.

Management accountability

What management said, and what results must prove

Issuer guidance and extracted claims are tracked against later reported outcomes. Treat these as management statements, not IndiaPulse forecasts.

Analyst reading lens
Compare BOTH

FY26 results provide an annual overview, showing overall trends and challenges like standalone revenue decline. Q4 FY26 QoQ comparison is crucial to assess recent sequential momentum, especially the stated recovery in exports and domestic CV demand.

Sector KPIs management disclosed

Consolidated Revenue Growth (FY26)

Consolidated revenues of Rs 16,812 Crores, growth of 11.2%.

Standalone Revenue Growth (FY26)

Standalone level, FY26, revenues came in at Rs 8,396 Crores, lower by 5.1%.

Standalone Q4 Revenue Growth (QoQ)

Q4 FY26 saw an 8.5% QoQ growth in Standalone revenue reaching Rs 2,260 crore driven by exports recovery.

Standalone Sale Tonnage (FY26)

Sale Tonnage FY26: 2,38,375 units, down 8.5% YoY from 2,60,415 units in FY25.

Management forward view

FY27 Revenue Growth Outlook

Optimistic of achieving 25% revenue growth with a commensurate increase in EBITDA & profitability for the Indian manufacturing operations in FY27.

Re-evaluating EV Strategy

The impairment in KPTL (E-mobility division) signifies a need to take a fresh look at how we address the EV opportunity.

Leveraging European Footprint

Management is pursuing various alternative business opportunities in Europe to leverage its scaled down manufacturing footprint.

Thesis monitor

Numbers and claims to verify in the next filings

CheckpointCurrent evidenceWhat to verify next
Indian Manufacturing Revenue GrowthFY26 Standalone: -5.1% YoY; Q4 FY26 Standalone: +8.5% QoQAchievement of 25% revenue growth in FY27 for Indian manufacturing operations, driven by order execution and export recovery.
European Steel Business RestructuringInitiated, expected to conclude by end of CY27.Progress and impact of restructuring on profitability and asset utilization in European operations.
EV Strategy ReorientationRs 450 Cr impairment in KPTL (E-mobility division) due to changed EV adoption globally.Clarity on new EV strategy and new order wins beyond M&HCVs for K-Drive Mobility.
Defence Order Book ExecutionOrder book at Rs 10,961 Cr as of FY26.Timely execution of the substantial Defence order book and its contribution to revenue growth.

Verification checkpoints are IndiaPulse research interpretation, not investment advice.

Technical timing lens

Trend score and candlestick chart

57Neutral

SMA20 +21.0% / mo · near 52W high

Stock trend: 60
Sector RS: 52
Sector 3M: +0.4% vs Nifty +0.1%

Technical chart

BHARATFORGweekly · 6M+35.0%
Latest close ₹1925.40 on 2026-06-09
Bar
+0.8%
RSI
61
MACD hist
-20.68
52W pos
83%
Hover for OHLC, volume, and indicators. Use range buttons above the chart to zoom.
₹1.3k₹1.5k₹1.7k₹1.9k₹2.1k52H52L2025-122026-03Vol2025-122026-022026-042026-052026-06
Up bar
Down bar
Volume
Result date
SMA 50
RSI(14)

Technical trend read

Neutral

Trend is undirectional — long-term trend unclear. RSI 61.

  • RSI(14) at 61 — sideways, no extreme reading.
  • MACD below signal, histogram expanding negatively — bearish momentum building.
  • 6% off 52W high · 43% above 52W low.

Mechanical read from the price + indicator series above. Not a recommendation — technical setups can reverse without warning, especially around earnings and macro events.

Deep research

Valuation, score drivers, trust methodology, financials, and peers

Use these sections after reviewing the decision summary, latest result, thesis, management accountability, and technical timing above.

34U-SCORE
WATCHLIST

Fundamental score breakdown

WATCHLIST
Valuation0/30
Growth17/25
Quality1/20
Balance Sheet7/15
Cash Flow4/10
Piotroski
8/9 (+5)
Penalties
0
Raw sum
34

Why this score?

Top U-Score contributors and drags from the latest stored fundamentals.

34/100 · WATCHLIST

Positive drivers

  • Piotroski is strong at 8/9.
  • Growth contributes 17/25 to the score.
  • Balance sheet contributes 7/15 to the score.

Main drags

  • Fair-value margin of safety is negative at -158.4%.
  • Valuation is weaker at 0/30; verify the latest quarterly trend.
  • Quality is weaker at 1/20; verify the latest quarterly trend.
Sector valuation model

Consumer valuation: PE/PEG and brand-quality premium

Consumer franchises can deserve higher multiples, but only when growth quality supports them.

Consumer PE/PEG
Primary lens
PE and PEG relative to growth, ROE, margins, and brand strength.
Secondary checks
Volume growth, pricing power, distribution, same-store or category growth.
Main risk check
Premium valuation needs durable growth and margin resilience.
PE
76.7
PB
9.5
EV/EBITDA
25.2
ROE
12.5%
ROCE
13.1%
FCF Yield
0.5%
Debt/Equity
0.8
MoS
-158.4%
Score movement

Stored run vs live recompute

This shows the stored score trend when snapshots exist, and also compares the latest stored nightly score with a live recompute from current fundamentals and price.

Stored run: 08 Jun 2026
v4.2-nightly
Final score
34
Previous: 34
Verdict
WATCHLIST
Previous: WATCHLIST
Margin of safety
-158.4%
Previous: -153.5%

Score history

12 stored score snapshots. Latest stored move: +1 points.

08 Jun 2026
v4.2-nightly
34
33
33
33
34
34
33
33
33
33
33
34

Factor attribution

No pillar movement versus the latest stored run. Historical score trend will appear after snapshot storage is enabled.
Trust Score
76Healthy Trust · low confidenceTrust Lite

Trust asks: does management behaviour match later outcomes? Higher is better, but confidence and evidence depth matter as much as the number.

Healthy Trust: Claim history is still being built. It ranks around the 82nd percentile of the scored universe and 67th percentile within Auto. No major sub-score weakness stands out.

High Trust Lite: Promoter pledge is zero.

Computed 08 Jun 2026
management-trust-v1
143 docs indexed · 93 concall links
Score band
Healthy Trust

Generally investable credibility. Look for weak sub-scores before increasing position size.

Relative rank
82nd percentile

overall median 67 · Auto: 67th pctile, median 71 · Mid: 56th pctile, median 76

Evidence depth
Financial-only

143 documents indexed, but claim history is not strong enough yet.

Claim delivery
Outcome history still building

0 claims extracted · No contradicted claim yet

How to read this Trust Score

Healthy Trust · low confidence
What it measures
Reliability of management and financial delivery, using financial behaviour only.
Confidence
Treat this as an early read until more concalls and outcomes are matched.
Investor use
Can support position sizing if valuation and trend also agree.

Read Trust alongside U-Score, result consistency, and technical trend. A cheap stock with weak Trust needs a larger margin of safety; a high Trust score does not make an expensive stock attractive by itself.

Forensic breakdown

Read low sub-scores as due-diligence warnings, not automatic sell signals.

Promoter
78
strong · holding, pledge, alignment
Cash flow
77
strong · profit to cash conversion
Balance sheet
81
strong · leverage and solvency
Discipline
60
acceptable · capital discipline
Results
87
strong · quarterly consistency

Trust positives

  • Promoter pledge is zero.
  • FCF yield is positive at 0.5%.
  • 7 years of positive FCF.
  • 3/4 latest quarters had positive YoY revenue growth.

Trust risks

  • No major Trust Lite risk flags.

Trust Lite uses financial behaviour only. Prefer claim-tested Trust when enough concall claims have later outcomes.

Intrinsic value

Graham Number
₹318.76
-504.0% MoS
DCF Fair PE
33.0
DCF Fair Value
₹745.14
-158.4% MoS
PEG
2.02

Fundamentals

Valuation

P/E
76.70
P/B
9.47
EV/EBITDA
25.16
Market Cap
90507.00Cr

Profitability

ROE
12.50%
ROCE
13.10%
ROA
4.89%
Dividend Y
0.45%

Growth (CAGR)

Revenue 5Y
22.00%
EPS 5Y
40.00%
Revenue 3Y
9.00%
EPS 3Y
35.00%

Balance Sheet

Debt/Equity
0.76
Interest Coverage
9.03×
Altman Z
6.22
Book Value
200.00

Cash Flow

FCF Yield
0.50%
FCF Positive Y
7/5
OCF
1487.00 Cr
EPS TTM
22.58

Shareholding

Promoter Hold
44.07%
Promoter Pledge
0.00%
Momentum 52W
84%

Financial History

Updated 9/6/2026

Revenue

₹ Cr
No data

Net Profit

₹ Cr
No data

Return on Equity

%
No data
Verify on:NSE India ↗
All information is for study purposes only. For investment decisions, consult your financial advisor. See Playbook for methodology.