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» Laughter the Best Medicine
Fri Jan 19, 2018 5:03 pm by Ethical Trader

» සිව් හෙලයේ ඉතිහාසය නිවැරදි කිරීම
Fri Jan 19, 2018 1:03 pm by කිත්සිරි ද සිල්වා

» Dividend Announcement
Fri Jan 19, 2018 11:47 am by Rana

» ප්‍රගීත් එක්නැලිගොඩ: "ෆයිල් අතුරුදහන්වීම" ගැන සන්ධ්‍යා හමුදාපතිට කිවූ දේ
Thu Jan 18, 2018 12:13 pm by Ethical Trader

» China offers best chance for SL development: CB
Thu Jan 18, 2018 9:27 am by කිත්සිරි ද සිල්වා

»  බැඳුම්කර වාර්තාව
Wed Jan 17, 2018 6:58 pm by කිත්සිරි ද සිල්වා

» "මිසයිල් අනතුරු ඇඟවීම වැරදි බොත්තමක් එබීමෙන්"
Tue Jan 16, 2018 1:19 pm by nihal123

» ඉන්දියාවේ ශ්‍රේෂ්ඨාධිකරණ විනිසුරුවෝ අගවිනිසුරුට එරෙහිව ප්‍රවෘත්ති සාකච්ඡාවක
Mon Jan 15, 2018 2:06 pm by Ethical Trader

» එක්කෝටි විසි ලක්ෂයකට අධික ළදරු කිරිපිටි ඇසුරුම් ආපසු කැඳවයි
Mon Jan 15, 2018 2:00 pm by Ethical Trader

» ට්‍රම්ප්ගේ "ජාතිවාදී" භාෂාව ගැන කෝපය පළ වේ
Sun Jan 14, 2018 5:32 pm by කිත්සිරි ද සිල්වා

» විශ්මිත නිර්මාණ එළිදැක්වූ ලෝකයේ විශාලතම තාක්ෂණික ප්‍රදර්ශනය
Sat Jan 13, 2018 12:12 pm by Ethical Trader

» CCTV මගින් රථවාහන දඩ: අත්හදා බැලීම පෙබරවාරියේ
Sat Jan 13, 2018 11:00 am by Ethical Trader

» Six-year term for President Sirisena: AG tells Supreme Court
Fri Jan 12, 2018 6:11 pm by Ethical Trader

» US revamps travel warning system; SL gets an okay
Fri Jan 12, 2018 6:09 pm by Ethical Trader

» Term of a Dictator
Fri Jan 12, 2018 6:02 pm by Ethical Trader

» නියම බුදු දහම
Fri Jan 12, 2018 2:44 pm by Ethical Trader

» මන්ත්‍රී විමල්ට අධිචෝදනා පත්‍ර භාර දුන්නේ ඇයි?
Thu Jan 11, 2018 5:31 pm by Ethical Trader

» SEYB.N0000 ( SEYLAN BANK PLC )
Thu Jan 11, 2018 5:25 pm by Ethical Trader

» 2008 -2014 බැඳුම්කර නිකුතු ගැන මහින්ද ප්‍රකාශයක් සිදු කළ යුතුයි - රනිල්
Thu Jan 11, 2018 12:00 pm by yellow knife

» ලෝකයේ රටවල් දෙකක මහා දේශගුණික වෙනස
Wed Jan 10, 2018 5:58 pm by Ethical Trader

» ඉතිහාසයේ පළමු වරට කොටස් වෙළෙඳපොළෙන් ත්‍රිත්ව ශතකයක්
Wed Jan 10, 2018 5:45 pm by Ethical Trader

» RICH N.0000 Richard Pieris and company PLC
Mon Jan 08, 2018 6:14 pm by Ethical Trader

» බැඳුම්කරය: මහින්දගෙන් ප්‍රශ්න කරන්න ජනමාධ්‍ය බයද? - රනිල්
Mon Jan 08, 2018 11:58 am by කිත්සිරි ද සිල්වා

» ලංකාවේ සුපිරිම දුම්රිය ස්ථානය
Sun Jan 07, 2018 5:33 pm by spw19721

» බැඳුම්කර කොල්ලයේ හෙළි වූ හොරු මෙන්න
Sun Jan 07, 2018 11:07 am by Ethical Trader

» අගමැති නිදොස් යයි කීම "ස්වයංවින්දනයක්ද?"
Sun Jan 07, 2018 10:51 am by Ethical Trader

» නව බදු : සෞදි බලධාරීන්ගෙන් තවත් පියවරක්
Sun Jan 07, 2018 10:48 am by Ethical Trader

» දුප්පත්කමින් එතෙරවීමට ඉනිමං බඳින චීනය
Sun Jan 07, 2018 10:45 am by Ethical Trader

» "නාන්න අවසර විනාඩි දෙකයි"
Sun Jan 07, 2018 10:39 am by Ethical Trader

» බැඳුම්කර කොමිසමේ නිර්දේශ ක්‍රියාත්මක කරන්න - අගමැතිගෙන් උපදෙස්
Sat Jan 06, 2018 7:24 pm by කිත්සිරි ද සිල්වා

» "Politically Black": බ්‍රිතාන්‍යයේ ජාතිවාදයට එරෙහිව සටන් වැදුණු ශ්‍රී ලාංකිකයා
Sat Jan 06, 2018 12:26 pm by Ethical Trader

» 'ෆයර් ඇන්ඩ් ෆියුරි' බොරුවෙන් පිරිලා - ට්‍රම්ප්
Sat Jan 06, 2018 12:22 pm by Ethical Trader

» සුනඛයෙකුට කළ ප්‍රතිකාරයකින් බිම් බෝම්වලට ගොදුරුවූවන්ට "නව බලාපොරොත්තුවක්"
Fri Jan 05, 2018 7:51 pm by කිත්සිරි ද සිල්වා

» රවිට නඩු, රනිල්ට තරවටු, සියලු පාඩු අයකර ගැනීමට පියවර- ජනපති කියයි..
Thu Jan 04, 2018 6:24 pm by Ethical Trader

» බැඳුම්කර කොමිසමේ නිර්දේශ: "අගමැතිතුමා නිර්දෝෂී බව කොමිසම සනාථ කළා"
Thu Jan 04, 2018 3:27 pm by CK

» "බරපතල වංචා, දූෂණ" කොමිෂන් වාර්තාවත් ජනපතිට භාර දෙයි
Thu Jan 04, 2018 10:06 am by Ethical Trader

» Banking Sector Outlook-
Thu Jan 04, 2018 10:01 am by Ethical Trader

» දූෂණ පරීක්ෂණවලට තිරිංග දැම්මේ කවුද?
Wed Jan 03, 2018 6:37 pm by CK

» 2018 Calander
Wed Jan 03, 2018 11:07 am by Ethical Trader

» CSE Holidays - 2018
Wed Jan 03, 2018 11:03 am by Ethical Trader

» CB action taken on ailing finance companies.
Wed Jan 03, 2018 10:43 am by Ethical Trader

» World’s Most Toxic Food
Wed Jan 03, 2018 10:28 am by කිත්සිරි ද සිල්වා

» Tempolten's 22 Principles for successful Investments.
Wed Jan 03, 2018 10:18 am by Ethical Trader

» සෞදි අරාබිය සහ එක්සත් අරාබි එමීරය පළමු වරට බදු හඳුන්වා දෙති
Tue Jan 02, 2018 7:14 pm by කිත්සිරි ද සිල්වා

» ඉරානය- මරණ විසි ගණනක්; සිය ගණනක් අත්අඩංගුවේ
Tue Jan 02, 2018 7:12 pm by කිත්සිරි ද සිල්වා

» ස්වර්ණමහල් සහ ඊටීඅයි ෆිනෑන්ස් සමාගම් මහ බැංකුවේ නියාමනයට
Tue Jan 02, 2018 7:10 pm by කිත්සිරි ද සිල්වා

» යාචක තහනම: "යාචකයන්ට දිනකට රු 1,500ක රැකියා"
Tue Jan 02, 2018 7:10 pm by Ethical Trader

» Ouch !
Mon Jan 01, 2018 6:33 am by spw19721

» Flying is the Safest mode of Transport
Sun Dec 31, 2017 8:50 am by කිත්සිරි ද සිල්වා

» What would it be?
Sat Dec 30, 2017 6:04 pm by කිත්සිරි ද සිල්වා

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BFL.N0000 (Bairaha Farms PLC)

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Re: BFL.N0000 (Bairaha Farms PLC)

Post by Yin-Yang on Fri May 20, 2016 4:35 pm

A bigger dividend.

Can we expect the same in Earnings?
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Interim Financial Statement 31-03-2016

Post by Rana on Fri May 20, 2016 5:16 pm

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Re: BFL.N0000 (Bairaha Farms PLC)

Post by CK on Fri May 20, 2016 5:29 pm

Yin-Yang wrote:A bigger dividend.

Can we expect the same in Earnings?

Yes
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Re: BFL.N0000 (Bairaha Farms PLC)

Post by yellow knife on Fri May 20, 2016 5:46 pm

The first note of this thread shows that the company was affected by flood in 2006 era..

Now we have to think about future earnings...

Can someone update about affect of flood to poultry sector farms...?

I have concern about future FMCG sector
   1. Increasing taxes shrink disposable income
   2. Flood afftect
   3. If  other necessary food items prices like rice and vegetables go up due to flood effect, that shrink the disposable income of chicken...

Anyway 2015 was really good for FMCG and BFL was one winner of that.

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Re: BFL.N0000 (Bairaha Farms PLC)

Post by Yin-Yang on Fri May 20, 2016 6:50 pm

Personal view on New BFL results:

They have reported steady earnings, shows some setting of a long term business growth.

However, it is flat considering short term trend.
So, in my view, the results do not suggest any steep price drop or any aggressive run in the short run.

However, may offer some trading opportunities if the flood causes some panic selling.
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Re: BFL.N0000 (Bairaha Farms PLC)

Post by The Alchemist on Fri May 20, 2016 8:39 pm

Yin-Yang wrote:Personal view on New BFL results:

However, may offer some trading opportunities if the flood causes some panic selling.

how about "panic buying" ! (the stock, not chicken)

the flood and impact zones have potential to severely restrict supply via disease (bio security), flooding of farms, etc. interesting to find out weather listed company farms have been effected (have not seen any disclosure like LION). a lot of smallholder outgrowers have their farms located in Puttalam & Kurunegala Coconut triangle area. also, we still do know the impact & extent of damage  on the general food supply chain in the next few months. demand on all food stuff will rise due to supply constraints. all the supermarkets are getting cleaned out by the guardian angels for charity purposes for the displaced. the Monsoon is just getting started, so how long will this last ?

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Re: BFL.N0000 (Bairaha Farms PLC)

Post by Yin-Yang on Fri May 20, 2016 10:16 pm

The Alchemist wrote:
Yin-Yang wrote:Personal view on New BFL results:

However, may offer some trading opportunities if the flood causes some panic selling.

how about "panic buying" ! (the stock, not chicken)

the flood and impact zones have potential to severely restrict supply via disease (bio security), flooding of farms, etc. interesting to find out weather listed company farms have been effected (have not seen any disclosure like LION). a lot of smallholder outgrowers have their farms located in Puttalam & Kurunegala Coconut triangle area. also, we still do know the impact & extent of damage  on the general food supply chain in the next few months. demand on all food stuff will rise due to supply constraints. all the supermarkets are getting cleaned out by the guardian angels for charity purposes for the displaced. the Monsoon is just getting started, so how long will this last ?

You're demonstrating the thinking pattern of a seasoned player Al. (of course, you are)

If it happens, we should see a 'whipsaw' movement in BFL. (A sharp drop followed by a sharper rise). First, the market will get panicked thinking the industry is badly affected and start selling without thinking twice; followed by the discovery, drop in supply will present higher demands and better margin for the survived suppliers.
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Re: BFL.N0000 (Bairaha Farms PLC)

Post by yellow knife on Thu Jul 21, 2016 8:51 am

BFL has recorded the best ever year for them and in this forum Small deserve credit for identifying this gem .

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Re: BFL.N0000 (Bairaha Farms PLC)

Post by yellow knife on Thu Jul 21, 2016 8:52 am

Revenue was growing steadily fitting into a straight line of growth.

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Re: BFL.N0000 (Bairaha Farms PLC)

Post by yellow knife on Thu Jul 21, 2016 8:53 am

Net Assets shows a sudden up trend and prudential management of the company since I was studying this company in 2006 has paid dividends for the management.


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Re: BFL.N0000 (Bairaha Farms PLC)

Post by yellow knife on Thu Jul 21, 2016 8:55 am

Company faced good and bad years in its life and the EPS represent these threat and opportunities

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Re: BFL.N0000 (Bairaha Farms PLC)

Post by yellow knife on Thu Jul 21, 2016 8:58 am

2016 was the third best year for Net Profit Margin

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Re: BFL.N0000 (Bairaha Farms PLC)

Post by yellow knife on Thu Jul 21, 2016 9:01 am

The prudent management keeps most of its earnings and pay dividends. It is not a share for dividend hunters yet those who held since 2009 would be happy for dividends as per growth in capital. Thus the management of the company has kept its investors happy.

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Re: BFL.N0000 (Bairaha Farms PLC)

Post by yellow knife on Thu Jul 21, 2016 9:04 am

Food and Beverage industry got a good year for 2015/16.

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Re: BFL.N0000 (Bairaha Farms PLC)

Post by sashimaal on Mon Jan 30, 2017 4:24 pm

Bairaha Farms December profit up 43% over healthy sales
2017-01-30 08:49:23 0 53


Sri Lanka’s pioneer chicken processing firm, Bairaha Farms PLC, posted a net profit of Rs.14.82 cents a share or Rs.237.1 million for the December quarter (3Q17), which generally sees higher sales due to festive demand.
According to the interim financials filed with the Colombo bourse, the poultry firm increased its net profit by as much as 43.2 percent from a year ago on sales of Rs.1.13 billion, which grew by little
under 7percent.
For the nine months ended December 31, 2017, the group made a net profit of Rs.38.48 a share or Rs.615. 7 million, up 36 percent year-on-year (YoY). The sales grew by a healthy 11 percent YoY to Rs.3.26 billion.

Chicken has long been a price controlled item in Sri Lanka. According to analysts, price controls have weakened the local poultry industry’s potential
for growth.

Bairaha Farms CEO Yakooth Naleem sees immense potential to expand the local poultry sector as the per capita poultry consumption is around 9 kilograms—relatively low compared to most of the East Asian countries.The regulations on the poultry industry were further tightened when the budget 2017 said the chicken farmers must sell at least 40 percent of their produce in the ‘whole chicken’ form at the controlled price of Rs.420. Finance Minister Ravi Karunanayake then threatened to import poultry if price controls were not adhered to.
The chicken farmers were earlier selling chicken parts at market prices to bypass the controlled price as they were hit by supply side constraints relating to higher cost of animal feed.

Sourcing of raw materials for animal feed has long been a challenge for Bairaha Farms as well as for the industry in general because animal feed has to be imported at higher prices due to delays in
obtaining permits.

“Our suggestion is to guarantee a mutually-agreed reasonable price to the local maize farmers so that the entire Maha maize crop could be purchased directly by the feed-millers. Thereafter, feed-millers should be permitted to import the balance requirement before the next Maha season, without authorities imposing any undue restrictions,” Bairaha Farms Group Chairman, Prof. M.T.A. Furkhan stated.

Bairaha Farms in June commissioned a new feed-mill as a joint venture. The feed-mill is expected to allow the company to have the total integration in the poultry production operations.

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Re: BFL.N0000 (Bairaha Farms PLC)

Post by Future123 on Mon Jan 30, 2017 7:28 pm

The chicken prices in poultry shops been reduced to Rs. Rs. 420/KG. This used to be over Rs. 520/KG in November and December. Similarly, the prices of eggs also reduced considerably. What's the reason for this sudden decrease?

This decrease in prices might have an impact on the bottom lines of GRAN, BFL and TAFL.

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Re: BFL.N0000 (Bairaha Farms PLC)

Post by yellow knife on Tue Jul 11, 2017 5:39 pm

2017

BFL has completed another splendid year.

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Re: BFL.N0000 (Bairaha Farms PLC)

Post by yellow knife on Tue Jul 11, 2017 5:40 pm

PAT has remained higher consecutively for last two years.

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Re: BFL.N0000 (Bairaha Farms PLC)

Post by yellow knife on Tue Jul 11, 2017 5:41 pm

Company reported highest ever EPS extending the FMCG growth...

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Re: BFL.N0000 (Bairaha Farms PLC)

Post by CK on Tue Jul 11, 2017 6:32 pm

Thanks YK. See the sleeping giant? Very Happy
These days less talking chicken and this is the time for me to collect..
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Re: BFL.N0000 (Bairaha Farms PLC)

Post by yellow knife on Tue Oct 31, 2017 9:42 am

Performance of BFL could not exceed the expectations.

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Column16 Months 20176 Months 2016Variance%
Revenue2,032,084,6572,124,760,428-4.36
Gross Profit491,197,854646,299,852-24.00
Net Profit190,966,689378,551,953-49.55

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Re: BFL.N0000 (Bairaha Farms PLC)

Post by malanp on Tue Oct 31, 2017 7:07 pm

People who sold today are winners..

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Re: BFL.N0000 (Bairaha Farms PLC)

Post by CK on Tue Oct 31, 2017 7:16 pm

malanp wrote:People who sold today are winners..
May be right . This can come down further....may be around 120...
But longterm people can avg down as they will defenitly recover in future .
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