Bombay Burmah Trading Corporation Ltd.
NSE: BBTCBombay Burmah Trading Corporation Ltd.: A 30-second snapshot
Bombay Burmah Trading Corporation (BBTC) is classified in the FMCG sector and trades at ₹1,522.8, a PE of 8.58 — the lowest among its 6-stock peer group where peers range from 19x to 79x. The stock sits 13.4% below its 200-day SMA and is down 14.17% over 12 months, with a 52-week drawdown of -28.66%. FY26 results reported PAT growth but the company skipped its final dividend.
P/E
8.6
Forward P/E
—
ROE
+28.7%
Debt / Equity
16.57
Profit Margin
+6.3%
Div. Yield
+2.2%
5Y ROE > 15%
1/5
5Y FCF > 0
4/5
Quality
57/100
News
8 headlines · 1 positive · 3 negative
BBTC FY26 PAT Rises to ₹2,499.25 Crores - scanx.trade
scanx.trade
BBTC FY26 PAT ₹780 Cr; Revenue ₹18,567 Cr; No Final Dividend - Whalesbook
Whalesbook
Bombay Burmah Posts ₹2,199 Cr Profit for FY26, Skips Final Dividend - Whalesbook
Whalesbook
Bombay Burmah FY26 Results: ₹2,199 Cr Profit; Dividend Skipped - Whalesbook
Whalesbook
Bombay Burmah FY24 Profit Up 13.6%; Standalone Revenue Falls on Asset Sale - Whalesbook
Whalesbook
Recent context
- ·FY26 PAT was reported at ₹2,199–2,499 crore depending on consolidated vs standalone basis, with one source citing ₹780 crore for the standalone figure — revenue at approximately ₹18,567 crore standalone. The company skipped its final dividend for the year.
- ·News sentiment across 8 recent articles is negative overall (1 positive, 4 neutral, 3 negative), driven primarily by the dividend skip and mixed FY26 result framing across different reporting bases.
- ·No sell-side analyst coverage is present in the dataset; there are no consensus ratings, target prices, or upgrade/downgrade events to reference for this stock.
Strengths
- +Quality score of 63 ranks 1st of 6 FMCG peers, ahead of HINDUNILVR (58), NESTLEIND (61), BRITANNIA (50), TATACONSUM (45), and ITC (44).
- +5-year earnings growth of 43.8% substantially outpaces 5-year revenue growth of 7.8%, indicating operating leverage or cost improvement over the period.
- +Debt trend is classified as falling, and FCF was positive in 4 of the available historical years, suggesting improving balance sheet trajectory.
- +PE of 8.58 represents a 83-89% discount to FMCG peers NESTLEIND (78.8x), TATACONSUM (79.4x), and BRITANNIA (51.3x), and a 57% discount to HINDUNILVR (50.2x).
Weaknesses
- −Debt-to-equity of 16.57 is a structural outlier within the FMCG peer group; at a 6.26% profit margin, elevated interest costs leave limited buffer against revenue or margin pressure.
- −ROE exceeded 15% in only 1 of the available historical years despite a current reported ROE of 28.71%, indicating earnings quality has been inconsistent and the current level may not reflect a stable baseline.
- −Price has declined 14.17% over 12 months and 17.08% over 3 months, and remains 13.4% below the 200-day SMA, with the 52-week drawdown at -28.66%.
- −FY26 final dividend was skipped; combined with a negative overall news sentiment (3 negative vs 1 positive across 8 articles), recent corporate communication has been cautious in tone.
Open questions
- ?Does the D/E of 16.57 reflect operating leverage specific to the plantation/trading structure of Bombay Burmah, or does it represent balance sheet risk that is obscured by the consolidated group structure including Wadia group entities?
- ?Is the 43.8% five-year earnings growth rate driven by a one-time recovery from a low base, or does it reflect a sustainable improvement in the underlying business mix?
- ?Given that ROE exceeded 15% in only 1 historical year but is currently reported at 28.71%, what has changed in the business in the most recent period — and how durable is that change?
- ?The stock trades at a deep PE discount to every FMCG peer; what structural factors — conglomerate discount, low float, leverage concerns — explain the persistent gap, and have any of those factors changed?
Peer comparison: FMCG
Ranks 1 of 6 on quality| Symbol | Name | P/E | ROE | Quality |
|---|---|---|---|---|
| BBTC | Bombay Burmah Trading Corporation Ltd.You're viewing | 8.6 | +28.7% | 63 |
| Industry avg | across 5 peers | 55.8 | +39.5% | 52 |
| NESTLEIND | Nestle India Ltd. | 78.8 | +76.3% | 61 |
| HINDUNILVR | Hindustan Unilever Ltd. | 50.2 | +21.6% | 58 |
| BRITANNIA | Britannia Industries Ltd. | 51.3 | +53.3% | 50 |
| TATACONSUM | Tata Consumer Products Ltd. | 79.4 | +6.9% | 45 |
| ITC | ITC Ltd. | 19.0 | — | 44 |
Technical state
Current price
₹1,522.80
SMA 50
₹1,503.58
SMA 200
₹1,758.61
RSI (14)
51.0 (neutral)
From 52w high
-28.7%
1Y return
-14.2%
3M return
-17.1%
50-DMA
Above
200-DMA
Below
Algorithmic support levels
Algorithmic resistance levels
Risk flags
- highDebt-to-equity ratio of 16.57 is substantially elevated relative to FMCG sector peers, where ratios typically sit below 1.0. HINDUNILVR, NESTLEIND, BRITANNIA, and TATACONSUM are all materially less leveraged; at this level, interest costs represent a structural drag on a 6.26% profit margin business.
- mediumROE exceeded 15% in only 1 of the available historical years, despite the current reported ROE of 28.71%. This suggests the current profitability level is not a long-standing baseline; consistency score of 65 reflects patchy earnings history rather than durable compounding.
- mediumPrice at ₹1,522.8 is 13.4% below the 200-day SMA of ₹1,758.61 and has declined 14.17% over 12 months and 17.08% over 3 months. Drawdown from the 52-week high stands at -28.66%, with next resistance at ₹1,559.7 and ₹1,610.8.
- lowFY26 results showed no final dividend declared, reported across multiple outlets as a negative signal. Three of 8 news items carry negative sentiment, driven by the dividend skip rather than operational deterioration.
- lowNo analyst coverage data available (rating and count both null); the stock receives no sell-side consensus, limiting third-party valuation cross-checks.
Cross-section contradictions
- PE of 8.58 is the lowest in the FMCG peer group by a wide margin (peers range 19.0 to 79.4), yet quality score of 63 ranks 1st of 6 peers — the valuation discount does not appear to reflect inferior quality relative to peers, making the gap unusual.
- Revenue grew 7.8% over 5 years while earnings grew 43.8% over the same period, indicating meaningful margin or cost improvement; yet ROE exceeded 15% in only 1 historical year, suggesting the earnings trajectory has been highly uneven rather than compounding steadily.
For informational purposes only. Not investment advice. VivaTrades is not a SEBI-registered Investment Adviser or Research Analyst. Market data sourced from public feeds; consult a registered adviser before any investment decision.
Fundamentals & technicals: refreshed 25 Jun 2026 · refreshed daily at 01:00 IST
AI synthesis (narrative, snapshot, strengths/weaknesses, peer ranking): generated 17 May 2026 · rotates through NIFTY 500 every ~5 days