Guys, request you all to please not litter the thread with posts that add very little value. Please put in some effort before making a post - consider it as a small gesture towards others in the forum. Littering online is as bad as littering in a physical public space. Places that are littered tend to attract more, just as in the physical world.
What affects the long term value of a company is the cash flows you expect the company to make, discounted back to the present day and the large component of terminal value (If interested, please check my notes from Damodaran’s little book on valuation). So the growth, discount rate, longevity etc. are what decide long-term value - its not one-offs and its never one-offs, unless the one-off cripples the firm debilitatingly to the point of no recovery.
In this case, BJ has already provided for 120 Cr (it has already hit the PnL in past years and the provision is part of the BS) and only ~70 Cr has to be accounted for which will likely occur over time based on when the case is heard. BJ is debt-free with healthy cash flows and great growth and if triple combo works out, even longevity till 2036 (for the BA business that is). None of these have changed that its worth making numerous posts.
If its still not clear, invert it - if a company with 14k Cr mcap has a one time “Other income” of 190 Cr, how does it affect its long-term value? It should barely move the needle upward (practically though, there are always uninformed price-setters who project a one-off and push the price up but it reverts back eventually). Why should a one-off the other way around be treated any different?
Disc: Invested