Binh Dien Fertilizer JSC
Binh Dien Fertilizer JSC produces and distributes agricultural chemicals, primarily fertilizers, to support crop production in Vietnam and regional markets.
Business. Binh Dien Fertilizer JSC (BFC.HM) is a Vietnamese company operating in the agricultural chemicals industry within the broader chemicals sector. The firm specializes in the production and sale of agricultural chemicals, serving the basic materials market. Specific details regarding its operating segments, headquarters location, and primary stock exchange listing are not provided in the available data. Consequently, the company is described at the industry level without further geographic or segmental breakdown.
Analyst recommendations
1 analysts · consensus HoldAt a glance
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.
News & coverage
0Sector rotation
Developing storylines
Analysis
AI analysisOpportunity
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
Signals & dispatch
Composite-score breakdown
Synthesis
Binh Dien Fertilizer JSC (BFC.HM) is a Vietnamese company operating in the agricultural chemicals industry within the broader chemicals sector. The firm specializes in the production and sale of agricultural chemicals, serving the basic materials market. Specific details regarding its operating segments, headquarters location, and primary stock exchange listing are not provided in the available data. Consequently, the company is described at the industry level without further geographic or segmental breakdown.
Binh Dien Fertilizer JSC maintains a debt-to-equity ratio of 0.89, indicating a moderate reliance on debt financing. The company's liquidity position is characterized as medium risk, with a current ratio of 1.34, suggesting it can cover short-term obligations but with limited buffer. Free cash flow stands at 86.2 billion VND, which is significantly lower than operating cash flow of 479.2 billion VND, reflecting capital expenditure outflows of 24.4 billion VND.
Profitability metrics show a return on equity of 14.43%, outperforming the industry median for Agricultural Chemicals, while return on assets of 4.76% is in line with sector norms. Gross profit of 488.8 billion VND and operating income of 234.2 billion VND indicate strong cost control and operational efficiency relative to revenue of 2.92 trillion VND.
The company's geographic and segment exposure is concentrated in domestic agricultural markets, with no disclosed international revenue segments. This concentration increases vulnerability to regional demand shifts and regulatory changes in Vietnam.
Outlook for the current fiscal year shows stable revenue growth, supported by consistent demand for fertilizers in the agricultural sector. Analysts have assigned a neutral recommendation with a mean price target of 51,300 VND per share, indicating limited upside potential.
Risk factors include a negative net cash position after subtracting total debt, which could constrain operational flexibility. Dilution risk is assessed as low, with no recent signs of share issuance or shelf registration activity. No material recent events or filings have been disclosed that would significantly alter the company's risk profile.
- Binh Dien Fertilizer JSC maintains a moderate debt load with a debt-to-equity ratio of 0.89.
- Return on equity of 14.43% suggests strong profitability relative to equity base.
- Free cash flow of 86.2 billion VND is constrained by capital expenditures.
- Analysts project a neutral outlook with a mean price target of 51,300 VND.
- Revenue concentration in domestic agricultural markets increases exposure to regional demand shifts.
Bull / Bear case
Generated · model-assistedNet income surged 141.1% year-over-year, demonstrating strong profitability growth momentum for the company.
Free cash flow increased by 159.3% year-over-year, highlighting significant improvement in cash generation capabilities.
Cash conversion ratio of 2.86 is well above the cohort median of 0.9, showing robust cash flow quality.
Debt-to-equity ratio of 0.89 places the company in the bottom quartile of its peer cohort.
The company faces medium liquidity risk, which could constrain financial flexibility during market stress periods.
Medium credit risk flags suggest potential challenges in maintaining favorable borrowing costs or credit ratings.
Revenue growth CAGR of 4.9% over four years indicates modest top-line expansion compared to profit growth.
In focus — financials by report
Revenue VND 10.62T, +13,4% YoY; Operating income −7,9% YoY.
- ▍Revenue VND 10.62T, +13,4% YoY
- ▍Operating income −7,9% YoY
- ▍Net income −13,3% YoY
- ▍Free cash flow +3,1% YoY
- ▍Net margin 2.9%
Revenue VND 7.74T; Operating income VND 368.70B.
- ▍Revenue VND 7.74T
- ▍Operating income VND 368.70B
- ▍Net margin 2.8%
Valuation FY
Revenue by segment
Business relationships
Supply chain
Peer comparison
Market position
Stress test
Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 6 560,00 |
| Revenue | —no estimate | —no estimate | 11,51T VND |
| Operating income | —no estimate | —no estimate | 590,0B VND |
Options
Short squeeze
Earnings-call key lines
Consensus distribution
sell-side coverageEstimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
ESG
Risk factors
- Net cash is negative after subtracting total debt.
Benchmarks vs cohort
Corporate actions / M&A
FX exposure
Comparable transactions
Derivatives & instruments
Actions
Ask Handelsavisen
- Market data
- Market data cache
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Net Cashcash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
- Capex To Revenuecapital_expenditure / revenue
- Return On Equitynet_income / total_equity
- Debt To Equity(short_term_debt + long_term_debt) / total_equity
- Cash Conversion Ratiooperating_cash_flow / net_income
- Binh Dien Fertilizer JSC Market data — financials · 2026-05-27
- Binh Dien Fertilizer JSC Market data — analyst estimates · 2026-05-27
Ownership & reference
Top holders
- Investment Managers · as of 2026-03-310,01 %$10M
- Investment Managers · as of 2026-03-310,00 %$22M
- Investment Managers · as of 2026-03-310,00 %$38M
- Investment Managers · as of 2026-03-310,00 %$4M
- Investment Managers · as of 2026-03-310,00 %$13M
- Investment Managers · as of 2026-03-310,00 %$11M
- Investment Managers · as of 2026-03-310,00 %$47M
- Investment Managers · as of 2024-06-300,00 %$58M
- Investment Managers · as of 2025-12-310,00 %$73M
- Institutional Investor · as of 2026-03-310,00 %$6M
- Investment Managers · as of 2026-03-310,00 %$2M
- Brokerage Firms · as of 2026-03-310,00 %$3M
- Investment Managers · as of 2026-03-310,00 %$2M
- Investment Managers · as of 2024-12-310,00 %$2M
- Investment Managers · as of 2026-03-310,00 %$5M
- Investment Managers · as of 2026-03-310,00 %$3M
- Investment Managers · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$1M
- Institutional Investor · as of 2026-03-310,00 %$1M
- Institutional Investor · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$5M
- Funds · as of 2026-03-310,00 %$2M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
- Brokerage Firms · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$0M
- Institutional Investor · as of 2026-03-310,00 %$0M
- Institutional Investor · as of 2026-03-310,00 %$0M
Leadership
- Timothy J. McfarlanePresident, Director
Insider activity
- Director · Common StockOther 1 003 @ $148,55$149K · 2026-06-30
- Director · Common StockBought 450 @ $138,96$63K · 2026-04-22
- Director · Common StockBought 225 @ $140,04$32K · 2026-04-21
- Chief Financial Officer · Common StockOther 1 785 @ $142,61$255K · 2026-04-09
- Director, Chairman and CEO · Common StockOther 2 277 @ $135,23$308K · 2026-03-06
- Director, President · Common StockOther 2 793 @ $135,23$378K · 2026-03-06
- Director · Common StockOther 407 @ $135,23$55K · 2026-03-06
- Chief Lending Officer · Common StockOther 1 380 @ $135,23$187K · 2026-03-06
- Chief Lending Officer · Common StockOther 745 @ $135,23$101K · 2026-03-06
- Director · Common StockOther 407 @ $135,23$55K · 2026-03-06
- Director · Common StockOther 407 @ $135,23$55K · 2026-03-06
- Chief Legal Counsel · Common StockOther 1 029 @ $135,23$139K · 2026-03-06
- Chief Legal Counsel · Common StockOther 397 @ $135,23$54K · 2026-03-06
- Director · Common StockOther 407 @ $135,23$55K · 2026-03-06
- Director · Common StockOther 407 @ $135,23$55K · 2026-03-06
- Chief Financial Officer · Common StockOther 2 316 @ $135,23$313K · 2026-03-06
- Director · Common StockOther 407 @ $135,23$55K · 2026-03-06
- Director · Common StockOther 407 @ $135,23$55K · 2026-03-06
- Director · Common StockOther 407 @ $135,23$55K · 2026-03-06
- Director · Common StockOther 407 @ $135,23$55K · 2026-03-06
- Director, Chairman and CEO · Common StockOther 4 470 @ $135,23$604K · 2026-03-06
- Director, Chairman and CEO · Common StockOther 1 450 @ $146,53$212K · 2026-02-18
- Director · Common StockSold 8 000 @ $151,95$1,2M · 2026-02-11
- Director · Common StockSold 8 000 @ $145,02$1,2M · 2026-02-06
- Director · Common StockBought 150 @ $141,06$21K · 2026-01-27
Short positioning
Geographic breakdown
Intel & risk
Evidence & claims
From filings & derived data- Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): 0.6%Derived (calculated)
- EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): 11.2%Derived (calculated)
- Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): -5.1%Derived (calculated)
- Net income (YoY) (2025-12-31 vs 2024-12-31): 9.1%Derived (calculated)
- Return on equity (FY 2025-12-31): 11.1%Derived (calculated)
- Return on assets (FY 2025-12-31): 1.6%Derived (calculated)
- Debt-to-equity (FY 2025-12-31): 6.00xDerived (calculated)
- Capex (YoY) (2025-12-31 vs 2024-12-31): 58.4%Derived (calculated)
- Total liabilities (YoY) (2025-12-31 vs 2024-12-31): 0.2%Derived (calculated)
- Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): -6.9%Derived (calculated)
- Total assets (YoY) (2025-12-31 vs 2024-12-31): 0.2%Derived (calculated)
- EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): 11.2%Derived (calculated)
- Shares outstanding (annual): 9.83MSEC XBRL filing
- Total liabilities (annual): USD 3.86BSEC XBRL filing
- EPS (basic) (annual): USD-PER-SHARES 7SEC XBRL filing
- Net income (annual): USD 71.5MSEC XBRL filing
- Cash & equivalents (annual): USD 243.21MSEC XBRL filing
- Shareholders' equity (annual): USD 643.84MSEC XBRL filing
- Capex (annual): USD 11.44MSEC XBRL filing
- EPS (diluted) (annual): USD-PER-SHARES 7SEC XBRL filing
- Pre-tax income (annual): USD 88.17MSEC XBRL filing
- Total assets (annual): USD 4.51BSEC XBRL filing
- Operating cash flow (annual): USD 62.48MSEC XBRL filing
- Total assets (YoY) (2024-12-31 vs 2023-12-31): 6.5%Derived (calculated)