AnalystBro Research
Research
Company valuation reports, peer comparisons, results notes, industry reports and macro views, built from company filings and official data and independently reviewed before publishing. Company reports show their full model as view-only sheets. Facts and estimates, not investment advice.
3 articles.
Bangladesh All Bangladesh research →
Company · DSE:ITC · Information technology · Analysis · 29 Oct 2026
IT Consultants (Q-Cash): fee income is 80% of revenue, but FY2026 EPS fell 14% with BDT 1.6bn of capital work-in-progress on a tower and data-centre project
Q-Cash transaction fees grew from BDT 448m to BDT 1,247m in five years and lifted the net margin to 29.7%; in FY2026 revenue stalled, gross margin fell and an October 2026 network outage drew a Bangladesh Bank summons. Net debt reached BDT 980m by March 2026.
Company · DSE:GENEXIL · Information technology · Analysis · 29 Oct 2026
Genex Infosys: Bangladesh's largest contact-centre operator grew revenue 12.8% a year, but BDT 3.5bn of bank debt now takes 56% of operating profit
Revenue rose from BDT 823m in FY2018 to BDT 1,913m in FY2025 on call-centre and software work, while BDT 3.7bn of equipment spending since FY2023 was funded mostly with short-term loans. FY2026 EPS was BDT 2.03 with a loss in the June quarter; the stock trades at 13.7x that EPS and 1.16x NAV.
Company · DSE:DAFODILCOM · Information technology · Analysis · 29 Oct 2026
Daffodil Computers: a computer reseller and school earning BDT 0.16 a share, carrying BDT 596m of group loans
Revenue grew to BDT 551m in FY2025 and hardware margins doubled, but group and bank borrowing for a school campus and a Hi-Tech Park plant took financial expenses from BDT 1.8m to BDT 63.6m; the shares rose more than five-fold from November 2025.