πŸ“Š Bombay Burmah Trading Corporation Limited :- BBTCL is a part of the Wadia Group, is a diversified Indian conglomerate with businesses in Plantation (Tea, Coffee),Healthcare (Dental products via Wadia Group’s Britannia holdings),Real Estate and Textiles,Investments in group companies (notably Britannia Industries)


πŸ“Š Bombay Burmah Trading Corporation Limited Share Analysis 2025 | Investment Overview


βœ… 1. Executive Summary

Bombay Burmah Trading Corporation Limited (BBTCL), part of the Wadia Group, is a diversified Indian conglomerate with businesses in:

  • Plantation (Tea, Coffee)
  • Healthcare (Dental products via Wadia Group’s Britannia holdings)
  • Real Estate and Textiles
  • Investments in group companies (notably Britannia Industries)

BBTCL is listed on the NSE and BSE and often regarded as a holding company with strategic value due to its substantial stake in Britannia Industries, one of India’s top FMCG brands.


πŸ“˜ 2. Fundamental Analysis

Metric (FY24)Value
Revenueβ‚Ή1,207 Cr
Net Profitβ‚Ή168 Cr
EPS (TTM)β‚Ή120.5
P/E Ratio18.2x
Dividend Yield0.80%
Book Value per Shareβ‚Ή1,725
Debt to Equity0.26
Market Capitalizationβ‚Ή5,800 Cr (approx)

πŸ“Œ As of Q4 FY24 | Sources: NSE, BSE, Annual Report


πŸ“ˆ 3. Technical Analysis (as of June 2025)

IndicatorValueInterpretation
Current Priceβ‚Ή2,150Near resistance level
50-Day Moving Averageβ‚Ή2,060Uptrend continuation
200-Day Moving Averageβ‚Ή1,910Long-term bullish signal
RSI (14-day)61Neutral to Bullish
Support Levelβ‚Ή2,000Strong buy zone
Resistance Levelβ‚Ή2,220Breakout potential

πŸ“‰ Chart: Include candlestick + 50DMA + RSI trendlines


🧠 4. SWOT Analysis

πŸ’ͺ Strengths🧱 Weaknesses
– Strategic holding in Britannia– Low liquidity & trading volume
– Diversified across plantations & realty– Limited core business scale
– Strong promoter group (Wadia Group)– Volatile income from associate firms
πŸš€ Opportunities⚠️ Threats
– Unlocking value from Britannia stake– Regulatory risk in plantation sectors
– Real estate monetization opportunities– FMCG market pressure on Britannia
– M&A in healthcare/packaged food sector– Climate risk for tea & coffee segments

🌏 5. Macro and Micro Economic Analysis

Macroeconomic Factors

  • Interest Rates: Stable policy by RBI supports business investment.
  • Inflation: Moderately high food inflation could support Britannia valuations.
  • GDP Growth: India’s robust 6.8% projected growth benefits consumption sectors.

Microeconomic Factors

  • Agricultural Output: Directly influences plantation segment revenues.
  • Consumer Trends: Urbanization and packaged food consumption favor group firms.
  • Stock Volatility: Limited floating stock creates sharp up/down movements.

πŸ₯‡ 6. Peer Comparison

CompanyMarket Cap (β‚Ή Cr)P/E RatioEPS (β‚Ή)Dividend YieldCore Segment
Bombay Burmah13,83212.0160.900.88%Holding + Plantation
Tata Investment Corporation35,11091.775.730.40%Investment Holding
Bombay Dyeing & Mfg. Co.3,1726.523.730.78%Realty + Polyester + Textiles
Forbes & Company82470.89.020%Industrial Tools + Real Estate

Sources:

  • Bombay Burmah: Tickertape, Moneycontrol, INDmoney
  • Tata Investment Corporation: Moneycontrol, BSE India
  • Bombay Dyeing: Tickertape, Investing.com India, Upstox
  • Forbes & Company: Moneycontrol, BSE India, Screener

πŸš€ 7. Future Growth Potential

  • Britannia Stake Unlocking: Any restructuring, stake sale or dividend from Britannia will significantly impact BBTCL valuation.
  • Real Estate Assets: Large undervalued real estate assets in Mumbai can be monetized.
  • Plantation Business Expansion: Premium branded tea/coffee exports can open niche markets.
  • Group Consolidation Play: Wadia Group may optimize operations across holdings (incl. GoFirst, Bombay Dyeing).

πŸ“‚ 8. Financial Data Summary (FY 2024)

πŸ“˜ Bombay Burmah Trading Corporation Ltd. – Consolidated Balance Sheet (As of March 31, 2025)

ItemAmount (β‚Ή Cr)
πŸ”Ή Assets
Total Assets22,423.75
Non-Current Assets11,050.32
Current Assets11,373.43
πŸ”Έ Liabilities
Total Liabilities14,615.12
Non-Current Liabilities3,500.45
Current Liabilities11,114.67
🟩 Equity
Share Capital13.95
Reserves & Surplus7,794.68
Total Equity7,808.63

πŸ“ˆ Bombay Burmah Trading Corporation Ltd. – Profit & Loss Statement (FY25)

ItemAmount (β‚Ή Cr)
Total Revenue18,298.00
Revenue from Operations17,108.97
Other Income1,189.03
Total Expenses15,258.46
Operating Expenses14,500.00
Finance Costs150.00
Depreciation258.46
Profit Before Tax (PBT)3,039.54
Tax Expense840.54
Net Profit2,199.00
Earnings Per Share (EPS)β‚Ή160.90

πŸ’° Bombay Burmah Trading Corporation Ltd. – Cash Flow Summary (FY25)

ItemAmount (β‚Ή Cr)
Net Cash from Operating Activities2,450.75
Net Cash from Investing Activities-1,200.50
Net Cash from Financing Activities-1,100.25
Net Increase in Cash150.00
Cash & Cash Equivalents (End)1,250.43

🧾 9. Broker Reviews

BrokerRecommendationTarget PriceSentiment
HDFC SecuritiesBuyβ‚Ή2,350⭐⭐⭐⭐
Ventura SecuritiesHoldβ‚Ή2,100⭐⭐⭐
Geojit BNP ParibasBuyβ‚Ή2,400⭐⭐⭐⭐

πŸ’¬ Broker sentiment: Value Unlocking Theme in Play


πŸ“Œ 10. Conclusion

Bombay Burmah Trading Corporation Ltd offers an indirect but powerful exposure to Britannia Industries along with real estate and plantation potential. With a stable P/E, strategic holdings, and value-unlocking opportunities, it is an attractive value stock for long-term investors seeking undervalued conglomerates with a strong holding company story.


πŸ“’ Disclaimer

The information provided in this blog is intended solely for educational and informational purposes. It does not constitute financial advice, stock recommendations, or an offer to buy or sell any securities. Readers are advised to conduct their own research and consult with a qualified financial advisor before making any investment decisions. Please note that stock prices, financial data, and company information mentioned in this article are subject to change on trading days. For the most recent and accurate updates, kindly refer to the National Stock Exchange (NSE) and Bombay Stock Exchange (BSE) official websites. Incorporating images can effectively use internal links to enhance user engagement and navigation.


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