defense

Bharat Dynamics

BDL · Nifty 50

1,309.8

Price 2026-06-17

BROAD EXPANSION73% confidence

At a Glance

Sector Positiondefense sector. Flow: neutral. is not among current leaders. Regime: BROAD EXPANSION (73%).
Fundamental Score90/100 (STRONG). 1 positive flags, 4 concerns.
Historical Context39 similar technical setups. Average outcome: -11.4% decline. 0% positive.

Fundamental

90/100

STRONG

Trust

95/100

Verification

Coverage

44/100

LIMITED

Quick Take

Bharat Dynamics scores 90/100 on fundamentals (strong). Bharat Dynamics: BROAD EXPANSION regime.

Fundamental Score: 90/100 · STRONG · 1 signals detected

DuPont Analysis

ROE 9.9% broken into three drivers. Each shows how efficiently the company generates returns.

ROE9.9%=
17.4%Net Margin
×
0.2xTurnover
×
3.4xLeverage

ROE of 9.91% is modest margin-driven and stable. Net margin of 17.4% × asset turnover of 0.17x × leverage of 3.4x.

What This Means

Net margin of 17.4% means the company keeps ₹17.4 as profit for every ₹100 of revenue. This is a healthy margin. Asset turnover of 0.17x means the company generates ₹0.17 of revenue for every ₹1 of assets. This is a capital-heavy business. Leverage of 3.4x means the company uses significant debt. Higher leverage amplifies returns but also risk.

Margin Structure

Gross

49.4%

Operating

23.6%

Net

17.4%

improving

Gross margin 49.4% → operating margin 23.6% → net margin 17.4%. Margins are IMPROVING. Strong pricing power with stable gross margins suggests the improvement is from operating leverage — sustainable.

Financial Health

Earnings Quality

ADEQUATE

Cash flow covers net income 1.4x — earnings are ADEQUATE quality. Cash conversion is reasonable.

Debt Sustainability

COMFORTABLE

Interest covered 168.6x — very comfortable. Debt service is not a concern.

Free Cash Flow

STRONG

FCF margin at 15.5% — strong cash generation. Business is self-funding.

Peer Comparison

Bharat Dynamics is compared against 7 peers in the defense sector.

Key Watchpoints

🟢

Breaks above ₹1375 (+5%)

Trend reversal confirmation

🔴

Breaks below ₹1244 (-5%)

Further downside risk

🟢

Defense sector entering leadership

Sector rotation signal

Detected Patterns

✅ Cash Flow Inflection: FCF turned positive after negative periods — major transition

Risk Flags

🔴 1 Critical⚠️ 3 Warning1 Positive5 total flags
🔴Cash covers only 14% of current liabilities
Balance Sheet

Liquidity squeeze. Company may struggle to meet short-term obligations without refinancing.

⚠️Working capital changes are 80% of operating cash flow
Cash Flow

Working capital is providing significant cash. Stretching payables — temporary boost.

⚠️Receivables increasing — 16.7% of revenue
Cash Flow

Collection cycle changing. Customers taking longer to pay — monitor DSO.

⚠️Price/Sales: 19.7x — expensive on revenue basis
Valuation

High revenue multiple. Market pricing in significant growth or margins expansion.

High promoter holding: 75%
Governance

Strong insider alignment. Promoters have significant skin in the game.

⚠️ 1 critical + 3 warning flags. Exercise caution.

Data Quality

95/100All ratios self-computed from verified sources. 🟢 5 years of financial data — sufficient for trend analysis

News Correlation

margin pressure (4)management outlook (4)
⚠️ Our margin analysis (improving) contradicts news reports of margin pressure — investigate

50 articles scanned for fundamental themes

Facts

P/E Ratio
104.2UNAVAILABLE
P/B Ratio
10.4HIGH
Market Cap
₹4399482.8L CrHIGH
From 52W High
65% of high
Sector Peers
7
Bharat Dynamics Stock Analysis, Valuation, Fundamentals & Intelligence | FynSight