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Bata India Limited (BATAINDIA.NS)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISININE176A01028
SectorConsumer Cyclical
IndustryFootwear & Accessories

Highlights

Market Cap₹169.73B
EPS₹20.60
PE Ratio64.10
Revenue (TTM)₹34.59B
Gross Profit (TTM)₹19.38B
EBITDA (TTM)₹5.21B
Year Range₹1,307.05 - ₹1,771.45

Share Price Chart


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Bata India Limited

Performance

Performance Chart

The chart shows the growth of an initial investment of ₹10,000 in Bata India Limited, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%2,000.00%4,000.00%6,000.00%8,000.00%10,000.00%NovemberDecember2024FebruaryMarchApril
7,637.54%
789.62%
BATAINDIA.NS (Bata India Limited)
Benchmark (^GSPC)

S&P 500

Returns By Period

Bata India Limited had a return of -18.28% year-to-date (YTD) and -7.73% in the last 12 months. Over the past 10 years, Bata India Limited had an annualized return of 10.46%, the same as the S&P 500 benchmark.


PeriodReturnBenchmark
Year-To-Date-18.28%5.84%
1 month-1.67%-2.98%
6 months-13.20%22.02%
1 year-7.73%24.47%
5 years (annualized)-0.52%11.44%
10 years (annualized)10.46%10.46%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-9.87%-5.30%-3.22%
2023-4.73%-2.63%3.31%2.07%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BATAINDIA.NS is 38, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

The Risk-Adjusted Performance Rank of BATAINDIA.NS is 3838
Bata India Limited(BATAINDIA.NS)
The Sharpe Ratio Rank of BATAINDIA.NS is 3939Sharpe Ratio Rank
The Sortino Ratio Rank of BATAINDIA.NS is 3232Sortino Ratio Rank
The Omega Ratio Rank of BATAINDIA.NS is 3232Omega Ratio Rank
The Calmar Ratio Rank of BATAINDIA.NS is 4444Calmar Ratio Rank
The Martin Ratio Rank of BATAINDIA.NS is 4343Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Bata India Limited (BATAINDIA.NS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


BATAINDIA.NS
Sharpe ratio
The chart of Sharpe ratio for BATAINDIA.NS, currently valued at -0.20, compared to the broader market-2.00-1.000.001.002.003.004.00-0.20
Sortino ratio
The chart of Sortino ratio for BATAINDIA.NS, currently valued at -0.16, compared to the broader market-4.00-2.000.002.004.006.00-0.16
Omega ratio
The chart of Omega ratio for BATAINDIA.NS, currently valued at 0.98, compared to the broader market0.501.001.500.98
Calmar ratio
The chart of Calmar ratio for BATAINDIA.NS, currently valued at -0.09, compared to the broader market0.002.004.006.00-0.09
Martin ratio
The chart of Martin ratio for BATAINDIA.NS, currently valued at -0.30, compared to the broader market0.0010.0020.0030.00-0.30
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.05, compared to the broader market-2.00-1.000.001.002.003.004.002.05
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.98, compared to the broader market-4.00-2.000.002.004.006.002.98
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.36, compared to the broader market0.501.001.501.36
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.55, compared to the broader market0.002.004.006.001.55
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.05, compared to the broader market0.0010.0020.0030.008.05

Sharpe Ratio

The current Bata India Limited Sharpe ratio is -0.20. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2024FebruaryMarchApril
-0.20
2.27
BATAINDIA.NS (Bata India Limited)
Benchmark (^GSPC)

Dividends

Dividend History

Bata India Limited granted a 1.00% dividend yield in the last twelve months. The annual payout for that period amounted to ₹13.50 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend₹13.50₹13.50₹50.50₹4.00₹4.00₹6.25₹4.00₹3.50₹3.50₹3.25₹3.25₹3.00

Dividend yield

1.00%0.82%3.06%0.21%0.25%0.36%0.35%0.47%0.78%0.62%0.50%0.57%

Monthly Dividends

The table displays the monthly dividend distributions for Bata India Limited. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024₹0.00₹0.00₹0.00
2023₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹13.50₹0.00₹0.00₹0.00₹0.00
2022₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹50.50₹0.00₹0.00₹0.00₹0.00
2021₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹4.00₹0.00₹0.00₹0.00₹0.00
2020₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹4.00₹0.00₹0.00₹0.00₹0.00₹0.00
2019₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹6.25₹0.00₹0.00₹0.00₹0.00₹0.00
2018₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹4.00₹0.00₹0.00₹0.00₹0.00₹0.00
2017₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹3.50₹0.00₹0.00₹0.00₹0.00₹0.00
2016₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹3.50₹0.00₹0.00₹0.00₹0.00₹0.00
2015₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹3.25₹0.00₹0.00₹0.00₹0.00₹0.00
2014₹0.00₹0.00₹0.00₹0.00₹3.25₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00
2013₹3.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.0%
Bata India Limited has a dividend yield of 1.00%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%65.6%
Bata India Limited has a payout ratio of 65.60%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2024FebruaryMarchApril
-37.41%
-3.99%
BATAINDIA.NS (Bata India Limited)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Bata India Limited. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Bata India Limited was 75.68%, occurring on Feb 26, 2009. Recovery took 356 trading sessions.

The current Bata India Limited drawdown is 37.41%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-75.68%May 11, 2006693Feb 26, 2009356Aug 6, 20101049
-47.2%Jul 9, 2002190Mar 31, 2003164Nov 14, 2003354
-45.06%Dec 30, 200362Mar 24, 200416Apr 15, 200478
-44.98%Jan 22, 2015452Nov 24, 2016203Sep 18, 2017655
-44.57%Apr 21, 200457Jul 8, 2004107Dec 6, 2004164

Volatility

Volatility Chart

The current Bata India Limited volatility is 5.57%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%NovemberDecember2024FebruaryMarchApril
5.57%
3.53%
BATAINDIA.NS (Bata India Limited)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Bata India Limited over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items