Ankündigung • 19h
Ramky Infrastructure Limited to Report Q1, 2027 Results on Aug 10, 2026 Ramky Infrastructure Limited announced that they will report Q1, 2027 results on Aug 10, 2026 Ankündigung • May 30
Ramky Infrastructure Limited Announces Resignation of N Kesava Datta from Company Secretary and Compliance Officer, Effective by June 30, 2026 Ramky Infrastructure Limited informed that Mr. N Kesava Datta (M. No A 61331) tendered his resignation from the position of Company Secretary and Compliance Officer (Key Managerial Personnel) of the Company vide letter dated May 26, 2026. The Board of Directors at their meeting held on May 27, 2026 approved the resignation and he will be relieved from his roles and responsibilities by June 30, 2026. The reason for resignation was for better alignment of professional and personal requirements. Reported Earnings • May 28
Full year 2026 earnings released: EPS: ₹39.17 (vs ₹28.54 in FY 2025) Full year 2026 results: EPS: ₹39.17 (up from ₹28.54 in FY 2025). Revenue: ₹20.4b (flat on FY 2025). Net income: ₹2.71b (up 37% from FY 2025). Profit margin: 13% (up from 9.7% in FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance. Ankündigung • May 22
Ramky Infrastructure Limited to Report Q4, 2026 Results on May 27, 2026 Ramky Infrastructure Limited announced that they will report Q4, 2026 results on May 27, 2026 Reported Earnings • Feb 09
Third quarter 2026 earnings released: EPS: ₹11.35 (vs ₹8.15 in 3Q 2025) Third quarter 2026 results: EPS: ₹11.35 (up from ₹8.15 in 3Q 2025). Revenue: ₹4.89b (up 6.5% from 3Q 2025). Net income: ₹785.2m (up 39% from 3Q 2025). Profit margin: 16% (up from 12% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings. Ankündigung • Feb 02
Ramky Infrastructure Limited to Report Q3, 2026 Results on Feb 07, 2026 Ramky Infrastructure Limited announced that they will report Q3, 2026 results at 12:08 PM, Indian Standard Time on Feb 07, 2026 Reported Earnings • Nov 15
Second quarter 2026 earnings released: EPS: ₹10.87 (vs ₹11.30 in 2Q 2025) Second quarter 2026 results: EPS: ₹10.87 (down from ₹11.30 in 2Q 2025). Revenue: ₹5.29b (flat on 2Q 2025). Net income: ₹752.0m (down 3.8% from 2Q 2025). Profit margin: 14% (in line with 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 32% per year, which means it is well ahead of earnings. Ankündigung • Nov 07
Ramky Infrastructure Limited to Report Q2, 2026 Results on Nov 13, 2025 Ramky Infrastructure Limited announced that they will report Q2, 2026 results on Nov 13, 2025 Buy Or Sell Opportunity • Oct 01
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 4.6% to ₹582. The fair value is estimated to be ₹482, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Meanwhile, the company has become profitable. Buy Or Sell Opportunity • Sep 15
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 15% to ₹586. The fair value is estimated to be ₹486, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Meanwhile, the company has become profitable. Ankündigung • Sep 04
Ramky Infrastructure Limited, Annual General Meeting, Sep 25, 2025 Ramky Infrastructure Limited, Annual General Meeting, Sep 25, 2025, at 15:00 Indian Standard Time. Buy Or Sell Opportunity • Aug 20
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 10% to ₹588. The fair value is estimated to be ₹482, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Meanwhile, the company has become profitable. Reported Earnings • Aug 09
First quarter 2026 earnings released: EPS: ₹10.75 (vs ₹9.77 in 1Q 2025) First quarter 2026 results: EPS: ₹10.75 (up from ₹9.77 in 1Q 2025). Revenue: ₹4.40b (down 23% from 1Q 2025). Net income: ₹744.0m (up 10% from 1Q 2025). Profit margin: 17% (up from 12% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 50% per year, which means it is well ahead of earnings. Ankündigung • Aug 02
Ramky Infrastructure Limited to Report Q1, 2026 Results on Aug 08, 2025 Ramky Infrastructure Limited announced that they will report Q1, 2026 results on Aug 08, 2025 Reported Earnings • May 28
Full year 2025 earnings released: EPS: ₹28.54 (vs ₹44.48 in FY 2024) Full year 2025 results: EPS: ₹28.54 (down from ₹44.48 in FY 2024). Revenue: ₹22.1b (up 2.3% from FY 2024). Net income: ₹1.97b (down 36% from FY 2024). Profit margin: 8.9% (down from 14% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • May 19
Ramky Infrastructure Limited to Report Q4, 2025 Results on May 24, 2025 Ramky Infrastructure Limited announced that they will report Q4, 2025 results at 12:08 PM, Indian Standard Time on May 24, 2025 Valuation Update With 7 Day Price Move • May 15
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₹511, the stock trades at a trailing P/E ratio of 13.6x. Average trailing P/E is 21x in the Construction industry in India. Total returns to shareholders of 208% over the past three years. Valuation Update With 7 Day Price Move • Mar 07
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹501, the stock trades at a trailing P/E ratio of 13.4x. Average trailing P/E is 21x in the Construction industry in India. Total returns to shareholders of 170% over the past three years. Reported Earnings • Feb 12
Third quarter 2025 earnings released: EPS: ₹8.15 (vs ₹5.27 in 3Q 2024) Third quarter 2025 results: EPS: ₹8.15 (up from ₹5.27 in 3Q 2024). Revenue: ₹4.99b (up 13% from 3Q 2024). Net income: ₹563.8m (up 55% from 3Q 2024). Profit margin: 11% (up from 8.3% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 31% per year. Ankündigung • Feb 05
Ramky Infrastructure Limited to Report Q3, 2025 Results on Feb 11, 2025 Ramky Infrastructure Limited announced that they will report Q3, 2025 results on Feb 11, 2025 Valuation Update With 7 Day Price Move • Nov 29
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹619, the stock trades at a trailing P/E ratio of 17.9x. Average trailing P/E is 25x in the Construction industry in India. Total returns to shareholders of 271% over the past three years. Reported Earnings • Nov 14
Second quarter 2025 earnings released: EPS: ₹11.30 (vs ₹16.28 in 2Q 2024) Second quarter 2025 results: EPS: ₹11.30 (down from ₹16.28 in 2Q 2024). Revenue: ₹5.63b (down 3.2% from 2Q 2024). Net income: ₹781.9m (down 31% from 2Q 2024). Profit margin: 14% (down from 19% in 2Q 2024). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • Nov 08
Ramky Infrastructure Limited to Report Q2, 2025 Results on Nov 13, 2024 Ramky Infrastructure Limited announced that they will report Q2, 2025 results on Nov 13, 2024 Buy Or Sell Opportunity • Sep 20
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 13% to ₹691. The fair value is estimated to be ₹573, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 65%. Ankündigung • Sep 05
Ramky Infrastructure Limited, Annual General Meeting, Sep 26, 2024 Ramky Infrastructure Limited, Annual General Meeting, Sep 26, 2024, at 11:00 Indian Standard Time. Buy Or Sell Opportunity • Sep 05
Now 24% overvalued after recent price rise Over the last 90 days, the stock has risen 40% to ₹726. The fair value is estimated to be ₹585, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 65%. Buy Or Sell Opportunity • Aug 19
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 48% to ₹704. The fair value is estimated to be ₹577, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 65%. Reported Earnings • Aug 15
First quarter 2025 earnings released: EPS: ₹9.77 (vs ₹14.64 in 1Q 2024) First quarter 2025 results: EPS: ₹9.77 (down from ₹14.64 in 1Q 2024). Revenue: ₹5.69b (up 2.2% from 1Q 2024). Net income: ₹675.8m (down 33% from 1Q 2024). Profit margin: 12% (down from 18% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 57% per year, which means it is significantly lagging earnings growth. Ankündigung • Aug 07
Ramky Infrastructure Limited to Report Q1, 2025 Results on Aug 13, 2024 Ramky Infrastructure Limited announced that they will report Q1, 2025 results on Aug 13, 2024 Valuation Update With 7 Day Price Move • Jul 26
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹763, the stock trades at a trailing P/E ratio of 17.1x. Average trailing P/E is 30x in the Construction industry in India. Total returns to shareholders of 338% over the past three years. Reported Earnings • May 30
Full year 2024 earnings released: EPS: ₹44.48 (vs ₹165 in FY 2023) Full year 2024 results: EPS: ₹44.48 (down from ₹165 in FY 2023). Revenue: ₹23.2b (up 36% from FY 2023). Net income: ₹3.08b (down 73% from FY 2023). Profit margin: 13% (down from 67% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 82% per year, which means it is significantly lagging earnings growth. Ankündigung • May 25
Ramky Infrastructure Limited to Report Q4, 2024 Results on May 29, 2024 Ramky Infrastructure Limited announced that they will report Q4, 2024 results on May 29, 2024 Valuation Update With 7 Day Price Move • Apr 01
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to ₹553, the stock trades at a trailing P/E ratio of 2.9x. Average trailing P/E is 25x in the Construction industry in India. Total returns to shareholders of 648% over the past three years. Valuation Update With 7 Day Price Move • Mar 11
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₹499, the stock trades at a trailing P/E ratio of 2.6x. Average trailing P/E is 27x in the Construction industry in India. Total returns to shareholders of 469% over the past three years. Recent Insider Transactions • Mar 06
Insider recently bought ₹997k worth of stock On the 27th of February, M. Reddy bought around 2k shares on-market at roughly ₹627 per share. This transaction amounted to 2.0% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth ₹8.3m. Insiders have collectively bought ₹16m more in shares than they have sold in the last 12 months. Reported Earnings • Feb 13
Third quarter 2024 earnings released: EPS: ₹5.27 (vs ₹0.98 in 3Q 2023) Third quarter 2024 results: EPS: ₹5.27 (up from ₹0.98 in 3Q 2023). Revenue: ₹4.80b (up 15% from 3Q 2023). Net income: ₹364.8m (up 437% from 3Q 2023). Profit margin: 7.6% (up from 1.6% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has increased by 124% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • Feb 07
Ramky Infrastructure Limited to Report Q3, 2024 Results on Feb 12, 2024 Ramky Infrastructure Limited announced that they will report Q3, 2024 results on Feb 12, 2024 Valuation Update With 7 Day Price Move • Feb 07
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to ₹768, the stock trades at a trailing P/E ratio of 4.1x. Average trailing P/E is 29x in the Construction industry in India. Total returns to shareholders of 1,373% over the past three years. New Risk • Feb 02
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (46% net debt to equity). Share price has been volatile over the past 3 months (8.4% average weekly change). Large one-off items impacting financial results. Valuation Update With 7 Day Price Move • Jan 24
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹888, the stock trades at a trailing P/E ratio of 4.7x. Average trailing P/E is 26x in the Construction industry in India. Total returns to shareholders of 1,960% over the past three years. Reported Earnings • Nov 10
Second quarter 2024 earnings released: EPS: ₹16.28 (vs ₹7.51 in 2Q 2023) Second quarter 2024 results: EPS: ₹16.28 (up from ₹7.51 in 2Q 2023). Revenue: ₹6.22b (up 83% from 2Q 2023). Net income: ₹1.13b (up 117% from 2Q 2023). Profit margin: 18% (up from 15% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 124% per year but the company’s share price has increased by 187% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Sep 20
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₹619, the stock trades at a trailing P/E ratio of 3.5x. Average trailing P/E is 23x in the Construction industry in India. Total returns to shareholders of 1,929% over the past three years. Ankündigung • Aug 30
Ramky Infrastructure Limited Announces Executive Changes Ramky Infrastructure Limited announced the board has relieved Mr. Ajay Kumar Masand, as Chief Financial Officer of the Company with effect from the closing of Business hours of 29th August, 2023. His resignation was earlier accepted by the Board on 07.07.2023 and was serving his notice period. Further, the Board has appointed Mr. Chivukula Vasudev as Chief Financial Officer and Key Managerial Personnel of the Company w.e.f 30 August 2023. Mr. Chivukula Vasudev is a Fe llow Cost and Management Accountant of the Institute of Cost and Management Accountants of India (ICMAI) and Associate Company Secretary Member of the Institute of Company Secretaries of India. He did his MBA from XLRI Jamshedpur, specialised in Finance, Strategy and HRM. He did Strategic Finance Leadership program from the Wharton University of Pennsylvania. He is a Management Professi onal with an expertise in the areas of Strategic Finance, Business Sustenance, Project Finance, EPC, PPP in metro rail and airports mega Projects. Mr. Vasudev has handled several projects worth Rs.285 billion, Process Improvements, Resources including Working Capital Optimization, Organic and Inorganic Business Growth, People Development Arbitration, RERA, Insolvency Profession Corporate competencies. Mr. Vasudev brings with him 34 years of rich and diversified experience across industries and geographies, spanning across North, East and Southern India and Mauritius, in Buildings and Factories, Transportation Infrastructure, Mass Rapid Rail System, Geostructure business verticals. Before joining Ramky, he had an enriching splendid experience at L&T Construction and he was the CFO of L&T Geostructure Private Limited. Ankündigung • Aug 26
Ramky Infrastructure Limited, Annual General Meeting, Sep 20, 2023 Ramky Infrastructure Limited, Annual General Meeting, Sep 20, 2023, at 11:00 Indian Standard Time. Agenda: To consider the Audited Standalone Financial Statements of the Company for the financial year ended March 31, 2023, together with the Report of the Board of Directors and the Report of the Auditors thereon; to consider the Audited Consolidated Financial Statements of the Company for the financial year ended March 31, 2023 together with the Report of the Auditors thereon; to consider directorate reelections; to Ratify Remuneration of the Cost Auditor; to Deliberate and Approve the Material Related Party; and to consider other matters. Ankündigung • Aug 11
Ramky Infrastructure Limited Announces Resignation of V. Murahari Reddy as Independent Director Ramky Infrastructure Limited approved the Resignation of Mr. V. Murahari Reddy (DIN 01865148) as an Independent Director of the Company owing to his age and other commensurate conditions in affirmation to the fact that his second term in office would be nearing completion at its board of directors meeting held on August 10, 2023. Reported Earnings • Aug 11
First quarter 2024 earnings released: EPS: ₹14.64 (vs ₹0.68 in 1Q 2023) First quarter 2024 results: EPS: ₹14.64 (up from ₹0.68 in 1Q 2023). Revenue: ₹5.94b (up 60% from 1Q 2023). Net income: ₹1.01b (up ₹966.3m from 1Q 2023). Profit margin: 17% (up from 1.3% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 130% per year but the company’s share price has increased by 143% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • Aug 05
Ramky Infrastructure Limited to Report Q1, 2024 Results on Aug 10, 2023 Ramky Infrastructure Limited announced that they will report Q1, 2024 results on Aug 10, 2023 Valuation Update With 7 Day Price Move • Aug 04
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₹497, the stock trades at a trailing P/E ratio of 3x. Average trailing P/E is 20x in the Construction industry in India. Total returns to shareholders of 1,312% over the past three years. Ankündigung • Jul 08
Ramky Infrastructure Limited Announces Resignation of Ajay Kumar Masand as Chief Financial Officer Ramky Infrastructure Limited announced on 07.07.2023, has through Circular Resolution approved the Resignation submitted by Mr. Ajay Kumar Masand, as Chief Financial Officer of the Company. He will be relieved from office upon serving of the Notice period as per the HR Policy or the date on which the new office bearer takes charge which ever be the earliest. Recent Insider Transactions • Jun 20
Insider recently bought ₹5.6m worth of stock On the 14th of June, Satyanarayan Nimmala bought around 15k shares on-market at roughly ₹367 per share. This transaction increased Satyanarayan Nimmala's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₹16m more in shares than they have sold in the last 12 months. Reported Earnings • Jun 01
Full year 2023 earnings released: EPS: ₹165 (vs ₹3.41 in FY 2022) Full year 2023 results: EPS: ₹165 (up from ₹3.41 in FY 2022). Revenue: ₹18.7b (up 28% from FY 2022). Net income: ₹11.4b (up ₹11.2b from FY 2022). Profit margin: 61% (up from 1.6% in FY 2022). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 124% per year but the company’s share price has increased by 133% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • May 24
Ramky Infrastructure Limited to Report Q4, 2023 Results on May 30, 2023 Ramky Infrastructure Limited announced that they will report Q4, 2023 results on May 30, 2023 Reported Earnings • Feb 12
Third quarter 2023 earnings released: EPS: ₹0.98 (vs ₹0.45 loss in 3Q 2022) Third quarter 2023 results: EPS: ₹0.98 (up from ₹0.45 loss in 3Q 2022). Revenue: ₹4.17b (up 5.2% from 3Q 2022). Net income: ₹68.0m (up ₹99.3m from 3Q 2022). Profit margin: 1.6% (up from net loss in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has increased by 109% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • Feb 05
Ramky Infrastructure Limited to Report Q3, 2023 Results on Feb 10, 2023 Ramky Infrastructure Limited announced that they will report Q3, 2023 results on Feb 10, 2023 Recent Insider Transactions • Jan 02
Insider recently bought ₹10m worth of stock On the 28th of December, M. Reddy bought around 35k shares on-market at roughly ₹292 per share. This transaction increased M. Reddy's direct individual holding by 12x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Board Change • Nov 16
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Chief Risk Officer, Head of Operations & Whole-Time Director Ravi Polimetla was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Buying Opportunity • Nov 13
Now 20% undervalued Over the last 90 days, the stock is up 59%. The fair value is estimated to be ₹321, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Reported Earnings • Aug 14
First quarter 2023 earnings released: EPS: ₹0.68 (vs ₹4.33 in 1Q 2022) First quarter 2023 results: EPS: ₹0.68 (down from ₹4.33 in 1Q 2022). Revenue: ₹4.09b (up 55% from 1Q 2022). Net income: ₹47.1m (down 84% from 1Q 2022). Profit margin: 1.2% (down from 11% in 1Q 2022). The decrease in margin was driven by higher expenses. Valuation Update With 7 Day Price Move • Jun 17
Investor sentiment deteriorated over the past week After last week's 15% share price decline to ₹138, the stock trades at a trailing P/E ratio of 42.9x. Average trailing P/E is 16x in the Construction industry in India. Total returns to shareholders of 43% over the past three years. Reported Earnings • May 28
Full year 2022 earnings released: EPS: ₹3.41 (vs ₹2.83 in FY 2021) Full year 2022 results: EPS: ₹3.41. Revenue: ₹1.78b (down 83% from FY 2021). Net income: ₹23.6m (down 88% from FY 2021). Profit margin: 1.3% (down from 1.9% in FY 2021). The decrease in margin was driven by lower revenue. Valuation Update With 7 Day Price Move • Apr 29
Investor sentiment improved over the past week After last week's 16% share price gain to ₹213, the stock trades at a trailing P/E ratio of 9.5x. Average trailing P/E is 19x in the Construction industry in India. Total returns to shareholders of 124% over the past three years. Board Change • Apr 27
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Chief Risk Officer, Head of Operations & Whole-Time Director Ravi Polimetla was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Feb 08
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: ₹0.45 loss per share (down from ₹6.41 profit in 3Q 2021). Revenue: ₹3.97b (up 7.0% from 3Q 2021). Net loss: ₹31.4m (down 106% from profit in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth. Board Change • Jan 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Chief Risk Officer, Head of Operations & Whole-Time Director Ravi Polimetla was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Dec 07
Investor sentiment improved over the past week After last week's 42% share price gain to ₹210, the stock trades at a trailing P/E ratio of 6.4x. Average trailing P/E is 17x in the Construction industry in India. Total returns to shareholders of 52% over the past three years. Board Change • Dec 02
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Chief Risk Officer, Head of Operations & Whole-Time Director Ravi Polimetla was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 07
Second quarter 2022 earnings released: EPS ₹7.00 (vs ₹5.90 loss in 2Q 2021) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹4.39b (up 145% from 2Q 2021). Net income: ₹484.3m (up ₹1.01b from 2Q 2021). Profit margin: 11% (up from net loss in 2Q 2021). Valuation Update With 7 Day Price Move • Oct 06
Investor sentiment improved over the past week After last week's 20% share price gain to ₹162, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 19x in the Construction industry in India. Total returns to shareholders of 16% over the past three years. Valuation Update With 7 Day Price Move • Aug 24
Investor sentiment deteriorated over the past week After last week's 16% share price decline to ₹153, the stock trades at a trailing P/E ratio of 11.5x. Average trailing P/E is 16x in the Construction industry in India. Total loss to shareholders of 19% over the past three years. Reported Earnings • Aug 06
Full year 2021 earnings released: EPS ₹2.83 (vs ₹29.42 loss in FY 2020) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: ₹10.6b (down 24% from FY 2020). Net income: ₹195.6m (up ₹2.18b from FY 2020). Profit margin: 1.9% (up from net loss in FY 2020). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Executive Departure • Aug 03
Chief Financial Officer Sanjay Sultania has left the company During their tenure, earnings grew by 193% annually compared to the industry average of 1.5%. On the 23rd of July, Sanjay Sultania left the company after 2.1 in the role. We don't have any record of a personal shareholding under Sanjay's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 4.83 years. Valuation Update With 7 Day Price Move • Jul 19
Investor sentiment improved over the past week After last week's 21% share price gain to ₹199, the stock trades at a trailing P/E ratio of 70.6x. Average trailing P/E is 20x in the Construction industry in India. Total returns to shareholders of 16% over the past three years. Valuation Update With 7 Day Price Move • Jul 01
Investor sentiment improved over the past week After last week's 15% share price gain to ₹174, the stock trades at a trailing P/E ratio of 61.2x. Average trailing P/E is 19x in the Construction industry in India. Total loss to shareholders of 3.2% over the past three years. Reported Earnings • Jun 18
Full year 2021 earnings released: EPS ₹2.83 (vs ₹29.42 loss in FY 2020) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: ₹12.4b (down 11% from FY 2020). Net income: ₹194.7m (up ₹2.18b from FY 2020). Profit margin: 1.6% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Feb 19
New 90-day high: ₹58.95 The company is up 75% from its price of ₹33.75 on 20 November 2020. The Indian market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 34% over the same period. Reported Earnings • Feb 14
Third quarter 2021 earnings released: EPS ₹6.41 (vs ₹7.03 loss in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₹3.70b (up 44% from 3Q 2020). Net income: ₹487.8m (up ₹1.14b from 3Q 2020). Profit margin: 13% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 81% per year but the company’s share price has only fallen by 37% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Dec 24
New 90-day high: ₹53.40 The company is up 84% from its price of ₹29.00 on 25 September 2020. The Indian market is up 24% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 37% over the same period. Is New 90 Day High Low • Dec 01
New 90-day high: ₹34.85 The company is up 2.0% from its price of ₹34.30 on 02 September 2020. The Indian market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 13% over the same period. Reported Earnings • Nov 10
Second quarter 2021 earnings released: ₹5.90 loss per share The company reported a poor second quarter result with increased losses and weaker revenues and control over expenses. Second quarter 2021 results: Revenue: ₹2.23b (down 16% from 2Q 2020). Net loss: ₹528.7m (loss widened 172% from 2Q 2020).