Reported Earnings • May 18
Full year 2026 earnings released: EPS: ₹1.93 (vs ₹4.77 in FY 2025) Full year 2026 results: EPS: ₹1.93 (down from ₹4.77 in FY 2025). Revenue: ₹10.3b (down 4.4% from FY 2025). Net income: ₹36.1m (down 60% from FY 2025). Profit margin: 0.4% (down from 0.8% in FY 2025). Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Ankündigung • May 07
DCM Nouvelle Limited to Report Q4, 2026 Results on May 15, 2026 DCM Nouvelle Limited announced that they will report Q4, 2026 results on May 15, 2026 New Risk • May 04
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 7.2% 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: Major Risks Interest payments are not well covered by earnings (2.1x net interest cover). Earnings have declined by 49% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Profit margins are more than 30% lower than last year (0.5% net profit margin). Market cap is less than US$100m (₹2.66b market cap, or US$28.1m). Buy Or Sell Opportunity • May 04
Now 26% overvalued after recent price rise Over the last 90 days, the stock has risen 23% to ₹170. The fair value is estimated to be ₹134, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has declined by 2.8%. Valuation Update With 7 Day Price Move • Apr 27
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹139, the stock trades at a trailing P/E ratio of 55.2x. Average trailing P/E is 18x in the Luxury industry in India. Total loss to shareholders of 15% over the past three years. Valuation Update With 7 Day Price Move • Apr 06
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹114, the stock trades at a trailing P/E ratio of 45.1x. Average trailing P/E is 16x in the Luxury industry in India. Total loss to shareholders of 28% over the past three years. Buy Or Sell Opportunity • Mar 27
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 27% to ₹100. The fair value is estimated to be ₹126, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has declined by 2.8%. Valuation Update With 7 Day Price Move • Mar 13
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to ₹110, the stock trades at a trailing P/E ratio of 43.7x. Average trailing P/E is 17x in the Luxury industry in India. Total loss to shareholders of 20% over the past three years. Reported Earnings • Feb 07
Third quarter 2026 earnings released: ₹0.59 loss per share (vs ₹1.35 loss in 3Q 2025) Third quarter 2026 results: ₹0.59 loss per share (improved from ₹1.35 loss in 3Q 2025). Revenue: ₹2.73b (up 2.8% from 3Q 2025). Net loss: ₹11.0m (loss narrowed 36% from 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 1% per year. Ankündigung • Jan 28
DCM Nouvelle Limited to Report Q3, 2026 Results on Feb 06, 2026 DCM Nouvelle Limited announced that they will report Q3, 2026 results on Feb 06, 2026 New Risk • Dec 26
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 6.9% 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: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Profit margins are more than 30% lower than last year (0.4% net profit margin). Market cap is less than US$100m (₹2.56b market cap, or US$28.4m). Reported Earnings • Nov 18
Second quarter 2026 earnings released: ₹1.30 loss per share (vs ₹3.60 profit in 2Q 2025) Second quarter 2026 results: ₹1.30 loss per share (down from ₹3.60 profit in 2Q 2025). Revenue: ₹2.40b (down 7.8% from 2Q 2025). Net loss: ₹19.5m (down 125% from profit in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings. Ankündigung • Nov 04
DCM Nouvelle Limited to Report Q2, 2026 Results on Nov 14, 2025 DCM Nouvelle Limited announced that they will report Q2, 2026 results on Nov 14, 2025 Ankündigung • Sep 01
DCM Nouvelle Limited, Annual General Meeting, Sep 26, 2025 DCM Nouvelle Limited, Annual General Meeting, Sep 26, 2025, at 11:00 Indian Standard Time. Reported Earnings • Aug 14
First quarter 2026 earnings released: EPS: ₹0.85 (vs ₹1.87 loss in 1Q 2025) First quarter 2026 results: EPS: ₹0.85 (up from ₹1.87 loss in 1Q 2025). Revenue: ₹2.53b (down 5.7% from 1Q 2025). Net income: ₹22.4m (up ₹47.9m from 1Q 2025). Profit margin: 0.9% (up from net loss in 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance. Ankündigung • Aug 09
DCM Nouvelle Limited to Report Q1, 2026 Results on Aug 13, 2025 DCM Nouvelle Limited announced that they will report Q1, 2026 results on Aug 13, 2025 New Risk • Jun 27
New major risk - Shareholder dilution The company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 58% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.1x net interest cover). Earnings have declined by 23% per year over the past 5 years. Shareholders have been substantially diluted in the past year (58% increase in shares outstanding). Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (₹5.23b market cap, or US$61.1m). Reported Earnings • May 30
Full year 2025 earnings released: EPS: ₹3.22 (vs ₹1.75 loss in FY 2024) Full year 2025 results: EPS: ₹3.22 (up from ₹1.75 loss in FY 2024). Revenue: ₹10.8b (flat on FY 2024). Net income: ₹89.1m (up ₹121.7m from FY 2024). Profit margin: 0.8% (up from net loss in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 112 percentage points per year, which is a significant difference in performance. Valuation Update With 7 Day Price Move • May 13
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹188, the stock trades at a trailing P/E ratio of 42.9x. Average trailing P/E is 23x in the Luxury industry in India. Total loss to shareholders of 4.0% over the past three years. Valuation Update With 7 Day Price Move • Apr 16
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹181, the stock trades at a trailing P/E ratio of 41.4x. Average trailing P/E is 22x in the Luxury industry in India. Total loss to shareholders of 31% over the past three years. New Risk • Apr 07
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 8.5% 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: Major Risk Interest payments are not well covered by earnings (1.6x net interest cover). Minor Risks Share price has been volatile over the past 3 months (8.5% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (₹3.03b market cap, or US$35.4m). Ankündigung • Feb 21
DCM Nouvelle Limited Appoints Nitish Nautiyal as Company Secretary and Compliance Officer DCM Nouvelle Limited informed that Mr. Nitish Nautiyal, an Associate member of the Institute of Company Secretaries of India having membership No. A50401 has been appointed as Company Secretary and Compliance Officer of the Company in terms of provisions of Section 203 of the Companies Act, 2013 and Rule made thereunder and Regulation 6 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, with effect from February 21, 2025. Mr. Nitish Nautiyal is a qualified Company Secretary and an Associate Member (A50401) of the Institute of Company Secretaries of India (ICSI), He has done his graduation in Commerce from Delhi University. He has a working experience of about 8 years in the field of secretarial and legal areas. Reported Earnings • Feb 05
Third quarter 2025 earnings released: ₹1.35 loss per share (vs ₹1.51 loss in 3Q 2024) Third quarter 2025 results: ₹1.35 loss per share (improved from ₹1.51 loss in 3Q 2024). Revenue: ₹2.67b (flat on 3Q 2024). Net loss: ₹17.2m (loss narrowed 31% from 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 102 percentage points per year, which is a significant difference in performance. Ankündigung • Dec 30
DCM Nouvelle Limited Announces Resignation of Mohd Sagir as Company Secretary & Compliance Officer DCM Nouvelle Limited announced that Mr. Mohd Sagir has resigned from the post of Company Secretary & Compliance Officer and Key Managerial Personnel of the Company. (A copy of resignation of Mr. Mohd Sagir is enclosed herewith). The Board of Directors of the Company through its circular resolution approved on December 30, 2024 have considered, approved, and accepted the aforesaid resignation of Mr. Mohd Sagir and he will be relived from services of the Company on 31 December 2024. Valuation Update With 7 Day Price Move • Dec 13
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹223, the stock trades at a trailing P/E ratio of 56.2x. Average trailing P/E is 30x in the Luxury industry in India. Total loss to shareholders of 16% over the past three years. Reported Earnings • Nov 16
Second quarter 2025 earnings released Second quarter 2025 results: Revenue: ₹2.61b (down 11% from 2Q 2024). Net income: ₹76.7m (up ₹125.5m from 2Q 2024). Profit margin: 2.9% (up from net loss in 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance. Reported Earnings • Jul 30
First quarter 2025 earnings released: ₹1.87 loss per share (vs ₹0.48 loss in 1Q 2024) First quarter 2025 results: ₹1.87 loss per share (further deteriorated from ₹0.48 loss in 1Q 2024). Revenue: ₹2.71b (up 6.0% from 1Q 2024). Net loss: ₹25.5m (loss widened 275% from 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance. Ankündigung • Jul 22
DCM Nouvelle Limited to Report Q1, 2025 Results on Jul 29, 2024 DCM Nouvelle Limited announced that they will report Q1, 2025 results on Jul 29, 2024 Ankündigung • May 30
DCM Nouvelle Limited Appoints Vivek Kaushal as Chief Executive Officer DCM Nouvelle Limited announced that the Nomination & Remuneration Committee and the Board of Directors of the Company at their meetings held May 28, 2024, have approved the appointment of Mr. Vivek Kaushal as the Chief Executive Officer (CEO) and Key Managerial Personnel of the Company effective May, 28 2024. Mr. Vivek Kaushal graduated from Punjab University, Chandigarh, and obtained a Master's degree in Economics from G.N.D University, Amritsar. Following this, he pursued an MBA in marketing from Shivaji University, Kolhapur. He commenced his career with the Company in 1995 and has been with the company for the past 29 years, accumulating extensive marketing experience. He started his career in the marketing department and has held various positions in the Company throughout his career. With around three decades of experience in the Spinning Industry, Mr. Kaushal brings a wealth of knowledge and expertise to his role. Reported Earnings • May 29
Full year 2024 earnings released: ₹2.20 loss per share (vs ₹6.58 profit in FY 2023) Full year 2024 results: ₹2.20 loss per share (down from ₹6.58 profit in FY 2023). Revenue: ₹10.9b (up 26% from FY 2023). Net loss: ₹32.7m (down 127% from profit in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance. Board Change • May 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. Independent Non-Executive Director Vivek Chhachhi was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. New Risk • Apr 10
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 8.7% 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: Major Risk Interest payments are not well covered by earnings (0.6x net interest cover). Minor Risks Share price has been volatile over the past 3 months (8.7% average weekly change). Market cap is less than US$100m (₹3.65b market cap, or US$43.9m). Reported Earnings • Feb 03
Third quarter 2024 earnings released: ₹1.51 loss per share (vs ₹1.70 loss in 3Q 2023) Third quarter 2024 results: ₹1.51 loss per share (improved from ₹1.70 loss in 3Q 2023). Revenue: ₹2.68b (up 28% from 3Q 2023). Net loss: ₹25.0m (loss narrowed 17% from 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 43% per year, which means it is well ahead of earnings. Reported Earnings • Oct 30
Second quarter 2024 earnings released: ₹2.40 loss per share (vs ₹5.36 loss in 2Q 2023) Second quarter 2024 results: ₹2.40 loss per share (improved from ₹5.36 loss in 2Q 2023). Revenue: ₹2.96b (up 82% from 2Q 2023). Net loss: ₹48.8m (loss narrowed 50% from 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 87% per year, which means it is well ahead of earnings. Reported Earnings • Jul 22
First quarter 2024 earnings released: ₹0.48 loss per share (vs ₹12.69 profit in 1Q 2023) First quarter 2024 results: ₹0.48 loss per share (down from ₹12.69 profit in 1Q 2023). Revenue: ₹2.58b (flat on 1Q 2023). Net loss: ₹6.80m (down 103% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 85% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • Jul 12
DCM Nouvelle Limited to Report Q1, 2024 Results on Jul 21, 2023 DCM Nouvelle Limited announced that they will report Q1, 2024 results on Jul 21, 2023 Valuation Update With 7 Day Price Move • Jun 05
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹165, the stock trades at a trailing P/E ratio of 25x. Average trailing P/E is 20x in the Luxury industry in India. Total returns to shareholders of 553% over the past three years. Reported Earnings • May 17
Full year 2023 earnings released: EPS: ₹6.24 (vs ₹65.64 in FY 2022) Full year 2023 results: EPS: ₹6.24 (down from ₹65.64 in FY 2022). Revenue: ₹8.70b (down 4.3% from FY 2022). Net income: ₹122.8m (down 90% from FY 2022). Profit margin: 1.4% (down from 14% in FY 2022). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has increased by 85% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • May 06
DCM Nouvelle Limited to Report Q4, 2023 Results on May 13, 2023 DCM Nouvelle Limited announced that they will report Q4, 2023 results on May 13, 2023 Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹155, the stock trades at a trailing P/E ratio of 9.1x. Average trailing P/E is 16x in the Luxury industry in India. Total returns to shareholders of 508% over the past three years. Reported Earnings • Feb 14
Third quarter 2023 earnings released: ₹1.70 loss per share (vs ₹16.51 profit in 3Q 2022) Third quarter 2023 results: ₹1.70 loss per share (down from ₹16.51 profit in 3Q 2022). Revenue: ₹2.10b (down 9.4% from 3Q 2022). Net loss: ₹30.2m (down 110% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 169% per year but the company’s share price has only increased by 65% per year, which means it is significantly lagging earnings growth. Ankündigung • Feb 03
DCM Nouvelle Limited to Report Q3, 2023 Results on Feb 10, 2023 DCM Nouvelle Limited announced that they will report Q3, 2023 results on Feb 10, 2023 Board Change • Jan 04
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Vivek Chhachhi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Dec 02
Investor sentiment improved over the past week After last week's 17% share price gain to ₹179, the stock trades at a trailing P/E ratio of 5.1x. Average trailing P/E is 16x in the Luxury industry in India. Total returns to shareholders of 525% over the past three years. Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Vivek Chhachhi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Oct 26
Investor sentiment deteriorated over the past week After last week's 19% share price decline to ₹148, the stock trades at a trailing P/E ratio of 4.2x. Average trailing P/E is 14x in the Luxury industry in India. Total returns to shareholders of 410% over the past three years. Reported Earnings • Oct 21
Second quarter 2023 earnings released: ₹5.36 loss per share (vs ₹22.16 profit in 2Q 2022) Second quarter 2023 results: ₹5.36 loss per share (down from ₹22.16 profit in 2Q 2022). Revenue: ₹1.62b (down 33% from 2Q 2022). Net loss: ₹98.3m (down 124% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 147% per year but the company’s share price has only increased by 76% per year, which means it is significantly lagging earnings growth. Reported Earnings • Jul 25
First quarter 2023 earnings released: EPS: ₹12.69 (vs ₹15.68 in 1Q 2022) First quarter 2023 results: EPS: ₹12.69 (down from ₹15.68 in 1Q 2022). Revenue: ₹2.57b (up 37% from 1Q 2022). Net income: ₹237.9m (down 19% from 1Q 2022). Profit margin: 9.3% (down from 16% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 119% per year but the company’s share price has only increased by 78% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jun 24
Investor sentiment improved over the past week After last week's 17% share price gain to ₹182, the stock trades at a trailing P/E ratio of 2.8x. Average trailing P/E is 12x in the Luxury industry in India. Total returns to shareholders of 33% over the past year. Board Change • May 28
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Vivek Chhachhi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • May 06
Full year 2022 earnings released: EPS: ₹65.64 (vs ₹16.33 in FY 2021) Full year 2022 results: EPS: ₹65.64 (up from ₹16.33 in FY 2021). Revenue: ₹9.18b (up 63% from FY 2021). Net income: ₹1.23b (up 302% from FY 2021). Profit margin: 13% (up from 5.4% in FY 2021). The increase in margin was driven by higher revenue. Board Change • Apr 27
High number of new directors Independent Non-Executive Director Vivek Chhachhi was the last director to join the board, commencing their role in 2021. Buying Opportunity • Jan 19
Now 23% undervalued Over the last 90 days, the stock is up 45%. The fair value is estimated to be ₹428, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 38% per annum over the last 3 years. Earnings per share has grown by 62% per annum over the last 3 years. Reported Earnings • Jan 17
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: ₹16.51 (up from ₹6.56 in 3Q 2021). Revenue: ₹2.35b (up 54% from 3Q 2021). Net income: ₹308.4m (up 152% from 3Q 2021). Profit margin: 13% (up from 8.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Valuation Update With 7 Day Price Move • Jan 06
Investor sentiment improved over the past week After last week's 20% share price gain to ₹325, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 14x in the Luxury industry in India. Total returns to shareholders of 381% over the past year. Recent Insider Transactions • Dec 03
MD & Executive Director recently sold ₹3.6m worth of stock On the 29th of November, Hemant Ram sold around 14k shares on-market at roughly ₹264 per share. This was the largest sale by an insider in the last 3 months. Hemant has been a seller over the last 12 months, reducing personal holdings by ₹705k. Reported Earnings • Oct 30
Second quarter 2022 earnings released: EPS ₹22.16 (vs ₹0.21 in 2Q 2021) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹2.45b (up 63% from 2Q 2021). Net income: ₹413.9m (up ₹410.0m from 2Q 2021). Profit margin: 17% (up from 0.3% in 2Q 2021). The increase in margin was driven by higher revenue. Valuation Update With 7 Day Price Move • Oct 29
Investor sentiment improved over the past week After last week's 16% share price gain to ₹261, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 15x in the Luxury industry in India. Total returns to shareholders of 944% over the past year. Valuation Update With 7 Day Price Move • Oct 05
Investor sentiment improved over the past week After last week's 19% share price gain to ₹242, the stock trades at a trailing P/E ratio of 6.8x. Average trailing P/E is 16x in the Luxury industry in India. Total returns to shareholders of 803% over the past year. Recent Insider Transactions • Oct 01
MD & Executive Director recently bought ₹2.9m worth of stock On the 29th of September, Hemant Ram bought around 15k shares on-market at roughly ₹202 per share. This was the largest purchase by an insider in the last 3 months. This was Hemant's only on-market trade for the last 12 months. Valuation Update With 7 Day Price Move • Aug 20
Investor sentiment deteriorated over the past week After last week's 17% share price decline to ₹201, the stock trades at a trailing P/E ratio of 5.7x. Average trailing P/E is 18x in the Luxury industry in India. Total returns to shareholders of 619% over the past year. Valuation Update With 7 Day Price Move • Jul 28
Investor sentiment improved over the past week After last week's 17% share price gain to ₹199, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 22x in the Luxury industry in India. Total returns to shareholders of 598% over the past year. Reported Earnings • Jul 08
Full year 2021 earnings released: EPS ₹16.33 (vs ₹2.31 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: ₹5.63b (down 3.8% from FY 2020). Net income: ₹305.1m (up ₹261.9m from FY 2020). Profit margin: 5.4% (up from 0.7% in FY 2020). The increase in margin was driven by lower expenses. Executive Departure • Jun 16
Independent Non-Executive Director Bipin Maira has left the company On the 9th of June, Bipin Maira's tenure as Independent Non-Executive Director ended after 2.1 years in the role. We don't have any record of a personal shareholding under Bipin's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 2.08 years. Reported Earnings • May 19
Full year 2021 earnings released: EPS ₹16.33 (vs ₹2.31 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: ₹5.69b (down 2.8% from FY 2020). Net income: ₹305.1m (up ₹261.9m from FY 2020). Profit margin: 5.4% (up from 0.7% in FY 2020). The increase in margin was driven by lower expenses. Valuation Update With 7 Day Price Move • May 10
Investor sentiment improved over the past week After last week's 16% share price gain to ₹96.95, the stock trades at a trailing P/E ratio of 23.4x. Average trailing P/E is 17x in the Luxury industry in India. Total returns to shareholders of 317% over the past year. Valuation Update With 7 Day Price Move • Mar 05
Investor sentiment improved over the past week After last week's 18% share price gain to ₹79.50, the stock is trading at a trailing P/E ratio of 19.2x, up from the previous P/E ratio of 16.3x. This compares to an average P/E of 18x in the Luxury industry in India. Total returns to shareholders over the past year are 156%. Is New 90 Day High Low • Mar 03
New 90-day high: ₹75.70 The company is up 163% from its price of ₹28.80 on 03 December 2020. The Indian market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 15% over the same period. Is New 90 Day High Low • Feb 08
New 90-day high: ₹70.95 The company is up 161% from its price of ₹27.15 on 10 November 2020. The Indian market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 21% over the same period. Reported Earnings • Feb 07
Third quarter 2021 earnings released: EPS ₹6.56 (vs ₹1.81 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₹1.52b (up 1.2% from 3Q 2020). Net income: ₹122.6m (up 263% from 3Q 2020). Profit margin: 8.0% (up from 2.2% in 3Q 2020).