Why is Brightcom Group Ltd ?
1
The company is Net-Debt Free
2
Healthy long term growth as Net Sales has grown by an annual rate of 19.39% and Operating profit at 17.51%
3
Positive results in Mar 26
- NET SALES(Latest six months) At Rs 3,828.58 cr has Grown at 43.85%
- PAT(Latest six months) At Rs 518.43 cr has Grown at 42.33%
- ROCE(HY) Highest at 13.55%
4
With ROE of 9.1, it has a Very Attractive valuation with a 0.2 Price to Book Value
- The stock is trading at a fair value compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of NA, its profits have risen by 35.5%
5
Despite the size of the company, domestic mutual funds hold only 0% of the company
- Domestic mutual funds have capability to do in-depth on-the-ground research on companies- their small stake may signify either they are not comfortable at the price or the business
How much should you hold?
- Overall Portfolio exposure to Brightcom Group should be less than 10%
- Overall Portfolio exposure to IT - Software should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in IT - Software )
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
No Data Found
Quality key factors
Factor
Value
Sales Growth (5y)
19.39%
EBIT Growth (5y)
17.51%
EBIT to Interest (avg)
100.00
Debt to EBITDA (avg)
Net Debt is too low
Net Debt to Equity (avg)
-0.13
Sales to Capital Employed (avg)
0.78
Tax Ratio
32.80%
Dividend Payout Ratio
0
Pledged Shares
1.08%
Institutional Holding
1.32%
ROCE (avg)
21.34%
ROE (avg)
12.58%
Valuation Key Factors 
Factor
Value
P/E Ratio
2
Industry P/E
20
Price to Book Value
0.21
EV to EBIT
0.55
EV to EBITDA
0.45
EV to Capital Employed
0.09
EV to Sales
0.11
PEG Ratio
NA
Dividend Yield
NA
ROCE (Latest)
15.64%
ROE (Latest)
9.10%
Loading Valuation Snapshot...
Technical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bullish
Mildly Bullish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bullish
Bullish
Moving Averages
Mildly Bearish (Daily)
KST
Mildly Bullish
Mildly Bullish
Dow Theory
No Trend
Mildly Bullish
OBV
No Trend
Bullish
Technical Movement
15What is working for the Company
NET SALES(Latest six months)
At Rs 3,828.58 cr has Grown at 43.85%
PAT(Latest six months)
At Rs 518.43 cr has Grown at 42.33%
ROCE(HY)
Highest at 13.55%
CASH AND CASH EQUIVALENTS(HY)
Highest at Rs 1,415.51 cr
DEBTORS TURNOVER RATIO(HY)
Highest at 1.34 times
-1What is not working for the Company
PAT(Q)
At Rs 207.83 cr has Fallen at -5.0% (vs previous 4Q average
Loading Valuation Snapshot...
Here's what is working for Brightcom Group
Net Sales - Latest six months
At Rs 3,828.58 cr has Grown at 43.85%
Year on Year (YoY)MOJO Watch
Near term sales trend is very positive
Net Sales (Rs Cr)
Cash and Cash Equivalents - Half Yearly
Highest at Rs 1,415.51 cr
in the last six half yearly periodsMOJO Watch
Short Term liquidity is improving
Cash and Cash Equivalents
Debtors Turnover Ratio- Half Yearly
Highest at 1.34 times
in the last five half yearly periodsMOJO Watch
Company has been able to settle its Debtors faster
Debtors Turnover Ratio
Here's what is not working for Brightcom Group
Profit After Tax (PAT) - Quarterly
At Rs 207.83 cr has Fallen at -5.0% (vs previous 4Q average)
over average PAT of the previous four quarters of Rs 218.80 CrMOJO Watch
Near term PAT trend is negative
PAT (Rs Cr)






