Why is Bayer CropScience Ltd ?
1
High Management Efficiency with a high ROE of 23.64%
2
The company is Net-Debt Free
3
Poor long term growth as Net Sales has grown by an annual rate of 4.69% and Operating profit at 0.84% over the last 5 years
4
The company has declared Positive results for the last 3 consecutive quarters
- OPERATING CF(Y) Highest at Rs 1,078.50 Cr
- DPS(Y) Highest at Rs 150.00
- PBDIT(Q) Highest at Rs 367.60 cr.
5
With ROE of 24.7, it has a Expensive valuation with a 6.3 Price to Book Value
- The stock is trading at a discount compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of -26.45%, its profits have risen by 23.6% ; the PEG ratio of the company is 1.1
- At the current price, the company has a high dividend yield of 4.4
6
Majority shareholders : Promoters
7
Below par performance in long term as well as near term
- Along with generating -26.45% returns in the last 1 year, the stock has also underperformed BSE500 in the last 3 years, 1 year and 3 months
How much should you hold?
- Overall Portfolio exposure to Bayer CropSci. should be less than 10%
- Overall Portfolio exposure to Pesticides & Agrochemicals should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Pesticides & Agrochemicals)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Bayer CropSci. for you?
Low Risk, Low Return
Absolute
Risk Adjusted
Volatility
Bayer CropSci.
-26.45%
-1.19
22.25%
Sensex
-2.63%
-0.19
13.57%
Quality key factors
Factor
Value
Sales Growth (5y)
4.69%
EBIT Growth (5y)
0.84%
EBIT to Interest (avg)
42.87
Debt to EBITDA (avg)
Net Debt is too low
Net Debt to Equity (avg)
-0.50
Sales to Capital Employed (avg)
1.62
Tax Ratio
20.58%
Dividend Payout Ratio
97.72%
Pledged Shares
0
Institutional Holding
15.60%
ROCE (avg)
36.56%
ROE (avg)
23.64%
Valuation Key Factors 
Factor
Value
P/E Ratio
26
Industry P/E
27
Price to Book Value
6.32
EV to EBIT
22.25
EV to EBITDA
19.34
EV to Capital Employed
11.62
EV to Sales
3.09
PEG Ratio
1.09
Dividend Yield
4.44%
ROCE (Latest)
43.98%
ROE (Latest)
24.69%
Loading Valuation Snapshot...
Technical key factors
Indicator
Weekly
Monthly
MACD
Bearish
Bearish
RSI
No Signal
Bullish
Bollinger Bands
Bearish
Bearish
Moving Averages
Bearish (Daily)
KST
Bearish
Bearish
Dow Theory
Mildly Bearish
No Trend
OBV
Mildly Bullish
Mildly Bearish
Technical Movement
9What is working for the Company
OPERATING CF(Y)
Highest at Rs 1,078.50 Cr
DPS(Y)
Highest at Rs 150.00
PBDIT(Q)
Highest at Rs 367.60 cr.
OPERATING PROFIT TO NET SALES(Q)
Highest at 20.03%
PAT(Q)
Highest at Rs 321.60 cr.
EPS(Q)
Highest at Rs 71.63
0What is not working for the Company
NO KEY NEGATIVE TRIGGERS
Loading Valuation Snapshot...
Here's what is working for Bayer CropSci.
Operating Cash Flow - Annually
Highest at Rs 1,078.50 Cr
in the last three yearsMOJO Watch
The company has generated higher cash revenues from business operations
Operating Cash Flows (Rs Cr)
Operating Profit (PBDIT) - Quarterly
Highest at Rs 367.60 cr.
in the last five quartersMOJO Watch
Near term Operating Profit trend is positive
Operating Profit (Rs Cr)
Operating Profit Margin - Quarterly
Highest at 20.03%
in the last five quartersMOJO Watch
Company's efficiency has improved
Operating Profit to Sales
Profit After Tax (PAT) - Quarterly
Highest at Rs 321.60 cr.
in the last five quartersMOJO Watch
Near term PAT trend is positive
PAT (Rs Cr)
Earnings per Share (EPS) - Quarterly
Highest at Rs 71.63
in the last five quartersMOJO Watch
Increasing profitability; company has created higher earnings for shareholders
EPS (Rs)
Dividend per Share (DPS) - Annually
Highest at Rs 150.00
in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (Rs)
Here's what is not working for Bayer CropSci.
Non Operating Income - Quarterly
Highest at Rs 88.90 cr
in the last five quartersMOJO Watch
Increased income from non business activities may not be sustainable
Non Operating Income






