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Investment Theme: Valuation is cheap: The company stands out as one of the cheapest stock in pharmaceutical sector, trading at a compelling 7.8x LTM P/E and 6.8x FY27 forward PE.
1. Policy rate held at 10% - No cut expected in H1FY27 2. 4% spread cap under consideration – narrowing bank margins
The government has chosen balance-sheet repair over stimulus — consolidating the deficit to 3.6% of GDP.
Bangladesh Energy Regulatory Commission raised electricity tariffs effective from the June billing cycle, increasing the weighted average retail tariff by 16.68% to BDT 10.63/kWh and the bulk tariff by 19.85% to BDT 8.39/kWh.
IDLCSL’s flash note on the recent fuel price adjustment.
BATBC reported CY25 EPS of BDT 10.8, down from BDT 32.4 in CY24, reflecting a 67% decline in profit YoY.
Interest rates: The policy rate has likely peaked. Money market: The SDF cut is aimed at improving short-term liquidity and reviving interbank activity. Equities: Any valuation re-rating requires post-election political stability.
IDLCSL Capital Market Outlook 2026. All Eyes on the Election. What a political transition could unlock for equities?
