BAIRAHA FARMS PLC (BFL.N0000)

worthiness · **201** Re: BAIRAHA FARMS PLC (BFL.N0000) Thu Jan 21, 2016 12:30 pm

worthiness

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Volumes of all poultry bids are higher than that of asked.

EPS · **202** Re: BAIRAHA FARMS PLC (BFL.N0000) Thu Jan 21, 2016 12:36 pm

EPS

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like or dislike, TAFL will give you maximum return..
wait next 02 weeks, until out the TAFL financials.
Then, don't forget TAFL's mother GRAN.

Also, DONT miss AEL.
AEL also another star for 2016.

Nuwan Prasad · **203** Re: BAIRAHA FARMS PLC (BFL.N0000) Thu Jan 21, 2016 1:24 pm

Nuwan Prasad

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EPS wrote:like or dislike, TAFL will give you maximum return..
wait next 02 weeks, until out the TAFL financials.
Then, don't forget TAFL's mother GRAN.

Also, DONT miss AEL.
AEL also another star for 2016.

I agreed. I've already started collecting AEL

FIRE123 · **204** when is it due? Thu Jan 21, 2016 3:27 pm

FIRE123

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EPS wrote:like or dislike, TAFL will give you maximum return..
wait next 02 weeks, until out the TAFL financials.
Then, don't forget TAFL's mother GRAN.

Also, DONT miss AEL.
AEL also another star for 2016.

When are GRAN and TAFL results due

Jana · **205** Re: BAIRAHA FARMS PLC (BFL.N0000) Thu Feb 25, 2016 6:33 pm

Jana

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Jana wrote:As I believe it close to 200/= now .. just 3 month investment good to make money ,..

now I feel to exit but at least wait to 220/= level .. what do you think guys ..

BLI also made good gain for me .. still waiting SFL only..

all others are short term like kzoo..ofeq.. all exit now,.. now CPRT .. SLND ..without doubt I will make from it ..as well

Now I am planning to buy some more BFL again under 160/= level... because all these GRAN, BFL, TAFL.. showing good performance continuously...

I already made good profit from BFL... now I hold GRAN and some TAFL... Better to keep some BFL also...at this level

EquityChamp · **206** Re: BAIRAHA FARMS PLC (BFL.N0000) Thu Feb 25, 2016 7:51 pm

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Agree with the decision to buy at current levels. But you should prepare to hold in case of a market slip.

EquityChamp · **207** Bairaha Farms PLC Tue May 10, 2016 9:39 am

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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 mn	Q4 14	Q1 15	Q2 15	Q3 15	Q4 15	Q1 16 F
Revenue	808	927	933	942	1,059	1,133
Revenue growth		14.7%	0.6%	1.0%	12.4%	7.0%
PAT	13	95	144	143	166	178
PAT margin	1.6%	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

kassachandi · **208** Re: BAIRAHA FARMS PLC (BFL.N0000) Thu May 12, 2016 2:22 pm

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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.

worthiness · **209** Re: BAIRAHA FARMS PLC (BFL.N0000) Thu May 12, 2016 4:51 pm

worthiness

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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.

EquityChamp · **210** Re: BAIRAHA FARMS PLC (BFL.N0000) Thu May 12, 2016 5:11 pm

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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.

kassachandi · **211** Re: BAIRAHA FARMS PLC (BFL.N0000) Thu May 12, 2016 6:04 pm

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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

kcrRanz · **212** Re: BAIRAHA FARMS PLC (BFL.N0000) Thu May 12, 2016 6:29 pm

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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.

stockback · **213** Re: BAIRAHA FARMS PLC (BFL.N0000) Thu May 12, 2016 6:58 pm

stockback

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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

stockback · **214** Re: BAIRAHA FARMS PLC (BFL.N0000) Thu May 12, 2016 8:17 pm

stockback

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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

karuna · **215** Re: BAIRAHA FARMS PLC (BFL.N0000) Thu May 12, 2016 8:37 pm

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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

SLBOY · **216** Re: BAIRAHA FARMS PLC (BFL.N0000) Thu May 12, 2016 9:32 pm

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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.

stockback · **217** Re: BAIRAHA FARMS PLC (BFL.N0000) Thu May 12, 2016 9:57 pm

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BFL 10 days and 50 Days Moving AVG

BFL dividend and Financial report on the way.

BAIRAHA FARMS PLC (BFL.N0000) - Page 9 Bfl310

Teller · **218** Re: BAIRAHA FARMS PLC (BFL.N0000) Fri May 13, 2016 2:06 am

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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.

kassachandi · **219** Re: BAIRAHA FARMS PLC (BFL.N0000) Fri May 13, 2016 2:29 am

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Teller starts again Very Happy

stockback · **220** Re: BAIRAHA FARMS PLC (BFL.N0000) Fri May 13, 2016 2:37 am

stockback

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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

please give me a link about this matter

stockback · **221** Re: BAIRAHA FARMS PLC (BFL.N0000) Fri May 13, 2016 2:40 am

stockback

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

Hexp ela kri stock ekak
BFL jarawak Very Happy

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

Aiyai Malli dan ekata wada wage.

worthiness · **222** Re: BAIRAHA FARMS PLC (BFL.N0000) Fri May 13, 2016 9:19 am

worthiness

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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.

kassachandimal · **223** Re: BAIRAHA FARMS PLC (BFL.N0000) Fri May 13, 2016 12:31 pm

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This should move vey soon

kassachandimal · **224** Re: BAIRAHA FARMS PLC (BFL.N0000) Tue May 17, 2016 12:58 pm

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

Gainer · **225** BAIRAHA FARMS PLC(BFL.N0000) Fri May 20, 2016 4:39 pm

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BAIRAHA FARMS PLC(BFL.N0000)

Interim Financial Statements as at 31-03-2016

hotstock · **226** Re: BAIRAHA FARMS PLC (BFL.N0000) Fri May 20, 2016 5:03 pm

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BAIRAHA FARMS - DIVIDEND ANNOUNCEMENT
BAIRAHA FARMS PLC
Company ID: - BFL
Date of Announcement: - 20.May.2016
Rate of Dividend: - Rs. 4.00 per share /Final Dividend
Financial Year: - 2015/2016
XD: - 01.Jun.2016
Payment: - 10.Jun.2016
Share Transfer Book Open

kassachandimal · **227** Re: BAIRAHA FARMS PLC (BFL.N0000) Fri May 20, 2016 6:09 pm

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Stable grownth with improved cash flows. With this massive 36+ EPS BFL should at least touch 200

kassachandimal · **228** Re: BAIRAHA FARMS PLC (BFL.N0000) Fri May 20, 2016 6:12 pm

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

worthiness · **229** Re: BAIRAHA FARMS PLC (BFL.N0000) Fri May 20, 2016 7:02 pm

worthiness

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Quick Computations show-

ROE 25%
EPS 36
DEBT RATIO 28
ROA 18%
NET CF PER SHARE 38

Let us observe the reaction of investors in next week.

EquityChamp · **230** Re: BAIRAHA FARMS PLC (BFL.N0000) Fri May 20, 2016 7:33 pm

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BFL has fall short of my expected revenue by 100mn for Q4 15/16 and so the PAT as well. I expected a growth in their business volumes QoQ but for some reason they have posted the same revenue as per previous quarter while the costs have increased resulting a decline in profits QoQ. Need to find out why they failed to record a revenue growth QoQ compared to the other two poultry companies.

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BAIRAHA FARMS PLC (BFL.N0000)

201 Re: BAIRAHA FARMS PLC (BFL.N0000) Thu Jan 21, 2016 12:30 pm

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223 Re: BAIRAHA FARMS PLC (BFL.N0000) Fri May 13, 2016 12:31 pm

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224 Re: BAIRAHA FARMS PLC (BFL.N0000) Tue May 17, 2016 12:58 pm

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