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Bairaha Farms PLC

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Bairaha Farms PLC

Post by EquityChamp on Tue May 10, 2016 9:39 am

Principle Business Activities
Production of broiler day old chicks, chicken processing and manufacture of pre-cooked meats.

Industry Outlook
The future of poultry industry is very positive with growing demand for poultry products on the back of expensive alternate meats as well as fish in Sri Lanka. The players are preparing to expand the current capacity to cater for the increased demand.

Financial Analysis
The company has recorded a compounded quarterly revenue growth of 7% over the past four quarters and increased the PAT margin to 16% in Q4 15 from a low of 2% in Q4 14. This improvement was mainly attributable the decline in key raw material prices.
Rs mnQ4 14Q1 15Q2 15Q3 15Q4 15Q1 16 F
Revenue       808        927        933        942   1,059    1,133
Revenue growth 14.7%0.6%1.0%12.4%7.0%
PAT1395144143166178
PAT margin1.6%10.2%15.4%15.2%15.7%15.7%
I expect BFL to post a PAT of Rs 178mn for Q1 16 and to record a PAT of 631 mn which will be a growth of 294% YoY. The company has generated a healthy ROE of 28% in Q4 15 while the 4Q trailing EPS stood @ Rs34.2.

Share Valuation
The stock is currently trading at a trailing PE of 5.3x @ CMP of 182. Considering the market PE and the future growth of the profitability BFL carries a high intrinsic value compared to current price levels hence investors are advised to collect the stock and hold for at least in the medium term.

Thanks
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Re: Bairaha Farms PLC

Post by kassachandi on Thu May 12, 2016 2:22 pm

For me this is another GEM. Has to past atl least 200 levels now. Keep in mind this will produce a great performance this quarter with a EPS of more than 35 and also the dividend is coming in this month.

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Re: Bairaha Farms PLC

Post by worthiness on Thu May 12, 2016 4:51 pm

Fourth quarter earnings are the determinant. BFL should fly high if EC's forecast for the 4th quarter is accomplished.
Another strong indicator to measure the financial strength & the sustainability of BFL is the ratio of net cash flow generated from operations per share. Some analyst believe cash flow measure is more difficult to alter than vulnerable earnings per share.

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Re: Bairaha Farms PLC

Post by EquityChamp on Thu May 12, 2016 5:11 pm

Yes, agree with Worthi, I didn't mention the OCF per share here is BFL has strong cashflow and I believe on their accounting so I had no doubts that their earnings are genuine. I always keep a track of cashflow in analysing any of the companies.
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Re: Bairaha Farms PLC

Post by kassachandi on Thu May 12, 2016 6:04 pm

BFL was trading @200+ in January. Where as TAFL was 125 those days.Investors has still chance to collect this poultry giant BFL to make a healthy capital gain and also a dividend

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Re: Bairaha Farms PLC

Post by kcrRanz on Thu May 12, 2016 6:29 pm

kassachandi wrote:BFL was trading @200+ in January. Where as TAFL was 125 those days.Investors has still chance to collect this poultry giant BFL to make a healthy capital gain and also a dividend

Then What about GRAN? BFL trading @ 185/=   to reach 200/= its only 15 rs.  When we apply this theory to GRAN its 2 times better than the BFL gain.

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Re: Bairaha Farms PLC

Post by stockback on Thu May 12, 2016 6:58 pm

kcrRanz wrote:
kassachandi wrote:BFL was trading @200+ in January. Where as TAFL was 125 those days.Investors has still chance to collect this poultry giant BFL to make a healthy capital gain and also a dividend

Then What about GRAN? BFL trading @ 185/=   to reach 200/= its only 15 rs.  When we apply this theory to GRAN its 2 times better than the BFL gain.


Yes. But Gran has some selling pressure. but BFL does not have that much

just 100K trade then BFL will be over 190

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Re: Bairaha Farms PLC

Post by stockback on Thu May 12, 2016 8:17 pm

guys careful with Crape promoters. some share 100 yanawa kiya kiyanawa ewa patta craps

always try to buy Fundamental share.

Price you Paid Value you get

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Re: Bairaha Farms PLC

Post by karuna on Thu May 12, 2016 8:37 pm

Chicken family can up but just in case market drop experience selling order will increase.  After your ptofit reduce unexpectedly but if you can hold 5 years u can get good profit

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Re: Bairaha Farms PLC

Post by SLBOY on Thu May 12, 2016 9:32 pm

If market crash sceptical should have been crash definitely. so there is no logical point and trying to justify the scepticals again in other ways.

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Re: Bairaha Farms PLC

Post by stockback on Thu May 12, 2016 9:57 pm

BFL 10 days and 50 Days Moving AVG


BFL dividend and Financial report on the way.  


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Re: Bairaha Farms PLC

Post by Teller on Fri May 13, 2016 2:06 am

3 major Indian poultry producers are going to enter Sri Lankan markets. There will be a big competition . we can get some benifits as customers.
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Re: Bairaha Farms PLC

Post by kassachandi on Fri May 13, 2016 2:29 am

Teller starts again Very Happy

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Re: Bairaha Farms PLC

Post by stockback on Fri May 13, 2016 2:37 am

Teller wrote:3 major Indian  poultry producers  are going to enter Sri Lankan markets. There will be a big competition .  we can get some benifits as customers.


maybe they will buy stocks  Very Happy Very Happy

please give me a link about this matter

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Re: Bairaha Farms PLC

Post by stockback on Fri May 13, 2016 2:40 am

Last few Months EquityChamp Promotions are perfect. will see about BFL

Hexp ela kri stock ekak
BFL jarawak Very Happy Very Happy

BFL thawa aurudak dekak mama thiyagannam. ethakota honda ganakata dunnaki. aulak naha

Aiyai Malli dan ekata wada wage.

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Re: Bairaha Farms PLC

Post by worthiness on Fri May 13, 2016 9:19 am

New comers to poultry industry from overseas have to face tight competition with established industrial brands in the country. Moreover, no immediate effect on ongoing poultry market as the market entrance & placement takes considerable time. New comers may be looking for export oriented products as our local consumer population is not large.

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Re: Bairaha Farms PLC

Post by kassachandimal on Fri May 13, 2016 12:31 pm

This should move vey soon

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Re: Bairaha Farms PLC

Post by kassachandimal on Tue May 17, 2016 12:58 pm

BFL a good buy @180. A value stock to me with great quarter report and the dividend is due this month

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Re: Bairaha Farms PLC

Post by kassachandimal on Fri May 20, 2016 6:12 pm

BFL has to touch at least 200 levels in the coming days with this super consistent performance and also with the dividend

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Re: Bairaha Farms PLC

Post by EquityChamp on Fri May 20, 2016 7:41 pm

BFL has fall short of my expectation coz they didn't report any satisfactory revenue growth QoQ but the other two did. Also their cost has increased in this quarter. Need to study about this latest development before coming into conclusions of the future price.
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Re: Bairaha Farms PLC

Post by dow on Sat Apr 15, 2017 4:49 pm

BFL has started next journey.

its a good time to buy it. 
whats ur opinion EC come on.
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