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Companies Basic Materials BAGFS.IS
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BAGFS.IS Borsa Istanbul Agricultural Chemicals

Bagfs.Is

$38,08
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Mcap
5,1B TRY
P/E
EV / Rev
Div yield
0,00 %
Op margin
-3,0 %
ROE
1,7 %
Net margin
2,5 %
Debt / equity
0,80
Beta
52w range
Volume
Day range
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About

BAGFS.IS operates in the agricultural chemicals industry, producing and distributing chemical products for agricultural use.

Business. BAGFS.IS operates in the agricultural chemicals industry, producing and distributing chemical products for agricultural use.

Classification92 %
SectorBasic Materials
Business sectorChemicals
IndustryAgricultural Chemicals
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
1,7 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning BAGFS.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials · THIS SECTOR+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to BAGFS.IS. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    BAGFS.IS operates in the agricultural chemicals industry, producing and distributing chemical products for agricultural use.

    Classification92 %
    SectorBasic Materials
    Business sectorChemicals
    IndustryAgricultural Chemicals
    AI synthesis
    GENERATED

    The company's capital structure shows a debt-to-equity ratio of 0.8, indicating a moderate reliance on debt financing. With a current ratio of 0.45, the company faces liquidity constraints, as its current assets are significantly lower than its current liabilities. The negative net cash position after subtracting total debt further highlights the liquidity risk.

    Profitability metrics reveal a challenging operating environment. The company reported a net income of 123,493,070 TRY but an operating loss of 150,386,400 TRY, indicating that operational inefficiencies or cost overruns are eroding profitability. The return on equity (ROE) of 1.69% and return on assets (ROA) of 0.9% are below typical thresholds for the industry, suggesting suboptimal capital utilization.

    Geographically and segment-wise, the company's exposure is not explicitly detailed in the available data. However, the revenue concentration in a single economic sector (Basic Materials) increases vulnerability to sector-specific downturns. The absence of disclosed geographic diversification suggests potential overreliance on a single market.

    The company's growth trajectory is mixed. While the market price of 27.98 TRY implies a market capitalization of 3.78 billion TRY, the price-to-earnings ratio of 30.59 suggests a premium valuation relative to earnings. The free cash flow of 904,572,060 TRY indicates some capacity for reinvestment or shareholder returns, but the negative operating cash flow of 919,894,410 TRY signals ongoing operational cash outflows.

    Risk factors include medium liquidity risk and a negative net cash position after debt. The dilution risk is assessed as low, with no near-term pressure from share issuance. However, the company's operating losses and negative cash flows from operations suggest potential for future dilution if capital needs increase.

    Recent events include a reported revenue of 356,718,390 TRY, which is lower than the 4,973,196,940 TRY in the latest financial snapshot. This discrepancy may indicate a reporting period mismatch or a significant revenue decline in the most recent quarter.

    Key takeaways
    • BAGFS.IS has a moderate debt-to-equity ratio but faces liquidity constraints with a current ratio of 0.45.
    • The company reported a net income despite an operating loss, indicating non-operational income sources.
    • The ROE and ROA are below industry norms, suggesting inefficiencies in capital use.
    • Free cash flow is positive, but operating cash flow is negative, highlighting operational challenges.
    • The company's valuation is premium, with a P/E ratio of 30.59, but this is not supported by strong operating performance.
    • The risk assessment indicates medium liquidity risk and a negative net cash position after debt.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $38,08
    Market cap
    $3.78B
    Enterprise value
    $9.59B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    0.5x
    P / Tangible book
    0.5x
    Tangible book
    $7.31B
    Net cash
    -$5.81B
    Current ratio
    0.5
    Debt / equity
    0.8
    ROA
    0.9%
    ROE
    1.7%
    Cash conversion
    -745.0%
    CapEx / revenue
    -3.0%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin-3,0 %Bottom quartile
    Net Margin2,5 %Below median
    ROE1,7 %Below median
    Capex / Rev-3,0 %Above median
    D/E0,80Below median
    Cash Conv-7,45Bottom quartile

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    • Market Cap
      market_price * shares_outstanding_diluted
    Source documents
    • BAGFS.IS Market data — financials · 2026-05-27
    • Bagfas Bandirma Gubre Fabrikalari AS Market data — analyst estimates · 2026-05-27

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    BAGFS.ISCanonical
    Borsa Istanbul · TRY

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    — missing data
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage