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Bogawantalawa Tea Estates PLC: research report

UndervaluedneutralAug 6, 2026

Sector-high 8.1% dividend yield is backed by 25.5% ROE, but Mar-26 net profit fell 56% year-on-year.

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Why balanced

  • Dividend yield is 8.1%, the highest in the sector (100th percentile).
  • FY25 ROE was 25.5%, while shares trade at 8.78x P/E versus the sector median 9.37.

Against this. In Mar-26, net profit fell 56% year-on-year.

Operating margin
29.9%sector 8.4%
from 15.6% a year earlier
Net margin
24.4%sector 4.3%
from 11.1% a year earlier, revenue +4.2%
Return on equity
13.2%sector 10.5%
full year to Mar 31, 2026
P/E
10.3sector 9.3
earnings Rs 6.78 per share
P/B
1.22sector 1.11
book Rs 57.15 per share
Dividend yield
8.58%sector 2.35%
88.5% of earnings paid out

Current figures, updated daily from filings to Jun 30, 2026. The report below was written on Aug 6, 2026. Sector figures are the median of 25 listed companies in the same sector.

Overview

Bogawantalawa Tea Estates PLC is a Sri Lankan plantation group focused on high-grown tea, with additional estate crops and renewable energy assets. The latest quarter saw revenue grow but profit compress as margins weakened; the board maintained payout momentum with a second interim dividend declared.

Price performance

Momentum turned up: the share rose 11.4% over 1 week versus the ASPI’s 0.6%. It gained 8.2% over 1 month against the index’s -3.1%. Over 6 months it fell 1.3%, still ahead of the ASPI’s -11.3%.

Valuation

At 8.78x P/E, BOPL sits near the sector median 9.37, while P/B of 1.4 is modestly above the sector median 1.25; the strong FY25 ROE of 25.5% helps reconcile that P/B. The standout is income: the 8.1% dividend yield ranks at the 100th percentile of plantations/agri peers. Overall, valuation looks undemanding for the return profile, with income support unusually strong for the sector.

News and sentiment

Direct coverage is thin: 1 material article in 90 days, positive in tone. The company declared a second interim dividend of LKR 4.5 per share, ex on 2026-08-14 and payable on 2026-09-04. No other material company news was reported.

Financials

For the quarter to 2026-03-31, revenue was LKR 1.6 billion. Margins compressed sharply year-on-year: operating margin was 19.6% versus 39.2% a year ago, and net margin was 11.3% versus 30.7%. Within its own history, March-quarter gross and net margins ranked the worst of the last five March prints. Below the line remained heavy, with a LKR 130 million drag from finance costs/tax and other items. By contrast, FY25 had been strong, with a 20.2% net margin and 25.5% ROE, underscoring how weak the latest quarter was against that base.

Risks

Tea and spice exports face policy headwinds: a new 10% US tariff regime and sector-reported labour shortages could crimp pricing and output. A high payout ratio of 71% limits buffer for reinvestment if operating conditions tighten. Profit is also sensitive to below-the-line charges, which were a notable drag in recent quarters.

Outlook

As at 2026-08-06, the next event is the June 2026 quarter filing, due by 2026-10-28. That print will show whether the March margin squeeze was temporary. Also ahead is the LKR 4.5 dividend ex-date on 2026-08-14. With market rates easing in recent weeks, finance costs could start to abate, but the filing is the key catalyst to watch.

About this report. Generated on Aug 6, 2026 from market data up to Aug 6, 2026, 1 material news articles over 90 days and financials to Mar 31, 2026. Every figure is drawn from EquityLK's own data on this company. AI research can contain errors, so treat it as a starting point, not investment advice.

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