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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.

2 articles.

Company · DSE:RUNNERAUTO · Autos & motorcycles · Analysis · 29 Oct 2026

Runner Automobiles: three-wheelers and Eicher trucks carry the group, but BDT 11.7bn of debt takes most of the operating profit

FY2026 EPS rose to BDT 1.70 from 0.90 on a strong fourth quarter; financial expenses were 16.9% of FY2025 revenue and operating profit covered them 1.07 times. Receivables have fallen from 504 to 233 days of sales since 2023.

Company · DSE:WALTONHIL · Electrical & consumer durables · Initiation · 29 Oct 2026

Walton Hi-Tech: a VAT cut back to 7.5% lifts FY27F EPS to Tk 40.2, but tax-free profits end in 2028

Fair value Tk 90-306 (base 213) vs Tk 329.6 on 29-Oct-2026: base = DCF and a justified 5.0x P/E on tax-normalised FY27F EPS. Swing factors: fridge VAT, the taka and a 194-day receivables book.

Fair value ৳90–306 · price ৳329.60 (2026-10-29)