Valuation Update With 7 Day Price Move • 18h
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹10.51, the stock trades at a trailing P/E ratio of 2.4x. Average trailing P/E is 18x in the Media industry in India. Total loss to shareholders of 36% over the past three years. Valuation Update With 7 Day Price Move • Feb 21
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to ₹11.05, the stock trades at a trailing P/E ratio of 2.6x. Average trailing P/E is 15x in the Media industry in India. Total loss to shareholders of 53% over the past three years. Reported Earnings • Feb 16
Third quarter 2026 earnings released: EPS: ₹1.54 (vs ₹1.21 in 3Q 2025) Third quarter 2026 results: EPS: ₹1.54 (up from ₹1.21 in 3Q 2025). Revenue: ₹22.3b (up 33% from 3Q 2025). Net income: ₹3.11b (up 28% from 3Q 2025). Profit margin: 14% (in line with 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings. New Risk • Feb 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 7.8% 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. This is currently the only risk that has been identified for the company. Valuation Update With 7 Day Price Move • Feb 01
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹10.50, the stock trades at a trailing P/E ratio of 2.6x. Average trailing P/E is 17x in the Media industry in India. Total loss to shareholders of 62% over the past three years. Anuncio • Jan 31
Brightcom Group Limited to Report Q3, 2026 Results on Feb 14, 2026 Brightcom Group Limited announced that they will report Q3, 2026 results on Feb 14, 2026 Anuncio • Nov 25
Brightcom Group Limited, Annual General Meeting, Dec 28, 2025 Brightcom Group Limited, Annual General Meeting, Dec 28, 2025, at 11:00 Indian Standard Time. Location: vidoe conferencing, India Reported Earnings • Nov 17
Second quarter 2026 earnings released: EPS: ₹1.16 (vs ₹0.92 in 2Q 2025) Second quarter 2026 results: EPS: ₹1.16 (up from ₹0.92 in 2Q 2025). Revenue: ₹16.4b (up 26% from 2Q 2025). Net income: ₹2.33b (up 25% from 2Q 2025). Profit margin: 14% (in line with 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 28% per year whereas the company’s share price has fallen by 26% per year. Anuncio • Nov 03
Brightcom Group Limited to Report Q2, 2026 Results on Nov 14, 2025 Brightcom Group Limited announced that they will report Q2, 2026 results on Nov 14, 2025 Board Change • Sep 15
High number of new and inexperienced directors There are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. No experienced directors. No highly experienced directors. Executive Director Raghu Allamsetty is the most experienced director on the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Reported Earnings • Aug 16
First quarter 2026 earnings released: EPS: ₹1.04 (vs ₹0.79 in 1Q 2025) First quarter 2026 results: EPS: ₹1.04 (up from ₹0.79 in 1Q 2025). Revenue: ₹14.6b (up 23% from 1Q 2025). Net income: ₹2.11b (up 32% from 1Q 2025). Profit margin: 14% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 27% per year whereas the company’s share price has fallen by 30% per year. Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment improves as stock rises 24% After last week's 24% share price gain to ₹16.12, the stock trades at a trailing P/E ratio of 4.6x. Average trailing P/E is 25x in the Media industry in India. Total loss to shareholders of 58% over the past three years. Anuncio • Aug 01
Brightcom Group Limited to Report Q1, 2026 Results on Aug 14, 2025 Brightcom Group Limited announced that they will report Q1, 2026 results on Aug 14, 2025 Anuncio • May 15
Brightcom Group Limited to Report Q4, 2025 Results on May 30, 2025 Brightcom Group Limited announced that they will report Q4, 2025 results on May 30, 2025 Anuncio • Feb 06
Brightcom Group Limited to Report Q3, 2025 Results on Feb 14, 2025 Brightcom Group Limited announced that they will report Q3, 2025 results on Feb 14, 2025 Anuncio • Jan 17
Brightcom Group Limited Announces Board Changes Brightcom Group Limited following Directors have been designated to lead this initiative. As part of this transition, they will step down from the Board of the parent company and assume positions on the Board of Trenova (100% wholly owned subsidiary of Brightcom Group) as disclosed in notification on 11th August 2024. 1. Mr. Kallol Sen 2. Dr. Shambhavi Vedantam Murthy 3. Mr. Ravichandran. Anuncio • Dec 30
Brightcom Group Limited to Report Fiscal Year 2024 Results on Jan 10, 2025 Brightcom Group Limited announced that they will report fiscal year 2024 results at 9:15 AM, Indian Standard Time on Jan 10, 2025 Anuncio • Dec 09
Brightcom Group Limited, Annual General Meeting, Jan 31, 2025 Brightcom Group Limited, Annual General Meeting, Jan 31, 2025. New Risk • Dec 06
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 13% Last year net profit margin: 19% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Profit margins are more than 30% lower than last year (13% net profit margin). Anuncio • Dec 05
Brightcom Group Limited to Report Q2, 2025 Results on Dec 12, 2024 Brightcom Group Limited announced that they will report Q2, 2025 results on Dec 12, 2024 Anuncio • Dec 04
Brightcom Group Limited Approves Reconstitution of the All Committees of the Board Brightcom Group Limited at its board of directors meeting held on November 30, 2024, reconstituted the all committees of the Board. Audit Committee: PV Subba Rao (Chairperson), Independent Director. Raghunath Allamsetty (Member), Executive Director. Satyanarayana Yadavalli (Member), Independent Director. Nomination and Remuneration Committee: Pleo Ganeshan (Chairperson), Independent Director. Deepika Daliya (Member), Independent Director. PV Subba Rao (Member), Independent Director. Stakeholders Relationship Committee: Raghunath Allamsetty (Chairperson), Executive Director. PV Subba Rao (Member), Independent Director. Deepika Daliya (Member), Independent Director. Corporate Social Responsibility Committee: Deepika Daliya (Chairperson), Independent Director. Pleo Ganeshan (Member), Independent Director. Raghunath Allamsetty (Member), Executive Director Risk Management Commitee: PV Subba Rao (Chairperson), Independent Director. Raghunath Allamsetty (Member), Executive Director. Satyanarayana Yadavalli (Member), Independent Director. New Risk • Dec 02
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 13% Last year net profit margin: 19% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Profit margins are more than 30% lower than last year (13% net profit margin). Anuncio • Nov 30
Brightcom Group Limited Appoints Ms. Shweta Singh as Whole-Time Company Secretary The Board of Directors of Brightcom Group Limited has reconstituted the committees, replacing the retired non-executive Independent Directors with the incoming new Non-Executive Independent Directors to the respective committees formed. The board has approved the appointment of a whole-time Company Secretary, On the recommendation of the Audit Committee, to appoint Ms. Shweta Singh. As a whole-time Company Secretary of the company. Reported Earnings • Nov 22
Full year 2024 earnings released: EPS: ₹3.41 (vs ₹6.79 in FY 2023) Full year 2024 results: EPS: ₹3.41 (down from ₹6.79 in FY 2023). Revenue: ₹46.6b (down 37% from FY 2023). Net income: ₹6.88b (down 50% from FY 2023). Profit margin: 15% (down from 19% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 55% per year, which means it is significantly lagging earnings. Anuncio • Nov 21
Brightcom Group Limited to Report Q1, 2025 Results on Nov 30, 2024 Brightcom Group Limited announced that they will report Q1, 2025 results at 12:15 PM, Indian Standard Time on Nov 30, 2024 Anuncio • Nov 11
Brightcom Group Limited to Report Q4, 2024 Results on Nov 17, 2024 Brightcom Group Limited announced that they will report Q4, 2024 results at 3:30 PM, Indian Standard Time on Nov 17, 2024 Anuncio • Oct 18
Brightcom Group Limited, Annual General Meeting, Nov 21, 2024 Brightcom Group Limited, Annual General Meeting, Nov 21, 2024. Location: vidoe conferencing, India Board Change • Oct 01
High number of new and inexperienced directors There are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Independent Director Ram Sharma is the most experienced director on the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Anuncio • Aug 24
Brightcom Group Limited Appoints Pleo Ganeshan as an Additional Director(Independent) Brightcom Group Limited announced the appointment of Mr. Pleo Ganeshan as an Additional Director(independent) to the company. Reported Earnings • Aug 13
Second quarter 2024 earnings released: EPS: ₹1.74 (vs ₹1.59 in 2Q 2023) Second quarter 2024 results: EPS: ₹1.74 (up from ₹1.59 in 2Q 2023). Revenue: ₹18.1b (up 7.8% from 2Q 2023). Net income: ₹3.52b (up 9.8% from 2Q 2023). Profit margin: 19% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings. New Risk • Aug 09
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 9.7% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.7% average weekly change). Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Anuncio • Aug 03
Brightcom Group Limited to Report Q3, 2024 Results on Aug 20, 2024 Brightcom Group Limited announced that they will report Q3, 2024 results at 9:15 AM, Indian Standard Time on Aug 20, 2024 Board Change • Aug 01
High number of new and inexperienced directors There are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Executive Director Kallol Sen is the most experienced director on the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. New Risk • May 27
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 7.8% 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 Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.8% average weekly change). Anuncio • May 06
Brightcom Group Limited Announces Director Resignations The board of directors of Brightcom Group Limited at its meeting held on May 04, 2024, approved the resignation of Mrs. Jayalakshmi Kumari Kanukollu as an Independent director of the Company. Take note of the resignation of Ms. Surabhi Sinha as an Independent Director of the Company. Take note of the resignation of Mr. Radhakishore Pandrangi as an Independent director of the Company. Valuation Update With 7 Day Price Move • Apr 03
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₹16.65, the stock trades at a trailing P/E ratio of 2.4x. Average trailing P/E is 27x in the Media industry in India. Total returns to shareholders of 316% over the past three years. Anuncio • Mar 21
Brightcom Group Limited Announces Resignation of Meghana Musunuri as Independent Director and Committee Member Brightcom Group Limited announced resignation of Mrs. Meghana Musunuri as Independent Director and Committee Member of the Company due to prior commitments and unavoidable Circumstances with effect from the close of Business Hours of March 19, 2024. Names of listed entities in which the resigning director holds directorships, indicating the category of directorship and membership of board committees, if any: Directorship: Brightcom Group Limited (BCG) Independent Director and Committee Membership(s): Nomination and Remuneration Committee Corporate Social Responsibility Committee. Reason is due to his current schedule, he won't be able to allocate anytime to BCG. New Risk • Mar 01
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.7% average weekly change). Anuncio • Jan 05
Brightcom Group Limited Announces Resignation of Vijay Kancharla as Director Brightcom Group Limited informed that Mr. Vijay Kancharla, has tendered his resignation as the Executive Director of the Company, close of business hours on January 2, 2024, citing pre-occupation and other personal commitments. Anuncio • Dec 30
Brightcom Group Limited Announces Resignation of Mr. Peshwa Acharya as the Non-Executive Director of the Company Brightcom Group Limited announced that Mr. Peshwa Acharya, has tendered his resignation as the Non-Executive Director of the Company, close of business hours on December 30, 2023, citing pre-occupation and other personal commitments. Anuncio • Dec 27
Brightcom Group Limited to Report Q2, 2024 Results on Jan 15, 2024 Brightcom Group Limited announced that they will report Q2, 2024 results at 9:15 AM, Indian Standard Time on Jan 15, 2024 Buying Opportunity • Dec 11
Now 22% undervalued Over the last 90 days, the stock is up 38%. The fair value is estimated to be ₹26.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last 3 years. Earnings per share has grown by 16%. Valuation Update With 7 Day Price Move • Dec 07
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₹20.05, the stock trades at a trailing P/E ratio of 2.9x. Average trailing P/E is 26x in the Media industry in India. Total returns to shareholders of 743% over the past three years. Anuncio • Oct 28
Brightcom Group Limited Announces Resignation of Nilendu Narayan Chakraborty as Director Brightcom Group Limited announced that Mr. Nilendu Narayan Chakraborty, has tendered his resignation as the Independent Director of the Company, close of business hours on October 20, 2023, citing pre-occupation and other personal commitments. Consequently, he shall also cease to be a Member of the Audit Committee, Nomination and Remuneration Committee and Warrants and Share Allotment Committee of the Company. Buying Opportunity • Sep 25
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 36%. The fair value is estimated to be ₹23.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last 3 years. Earnings per share has grown by 16%. Valuation Update With 7 Day Price Move • Sep 15
Investor sentiment improves as stock rises 26% After last week's 26% share price gain to ₹17.50, the stock trades at a trailing P/E ratio of 2.5x. Average trailing P/E is 25x in the Interactive Media and Services industry in Asia. Total returns to shareholders of 409% over the past three years. Anuncio • Sep 02
Brightcom Group Limited, Annual General Meeting, Sep 30, 2023 Brightcom Group Limited, Annual General Meeting, Sep 30, 2023. Buying Opportunity • Aug 30
Now 24% undervalued after recent price drop Over the last 90 days, the stock is down 8.7%. The fair value is estimated to be ₹23.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last 3 years. Earnings per share has grown by 16%. Valuation Update With 7 Day Price Move • Aug 24
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to ₹21.95, the stock trades at a trailing P/E ratio of 3.1x. Average trailing P/E is 27x in the Interactive Media and Services industry in Asia. Total returns to shareholders of 436% over the past three years. Reported Earnings • Aug 15
First quarter 2024 earnings released: EPS: ₹1.59 (vs ₹1.37 in 1Q 2023) First quarter 2024 results: EPS: ₹1.59 (up from ₹1.37 in 1Q 2023). Revenue: ₹16.9b (up 14% from 1Q 2023). Net income: ₹3.21b (up 16% from 1Q 2023). Profit margin: 19% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 89% per year, which means it is tracking significantly ahead of earnings growth. Anuncio • Aug 08
Brightcom Group Limited to Report Q1, 2024 Results on Aug 14, 2023 Brightcom Group Limited announced that they will report Q1, 2024 results on Aug 14, 2023 Valuation Update With 7 Day Price Move • Jul 13
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to ₹25.00, the stock trades at a trailing P/E ratio of 3.7x. Average trailing P/E is 25x in the Interactive Media and Services industry in Asia. Total returns to shareholders of 704% over the past three years. Valuation Update With 7 Day Price Move • Jun 14
Investor sentiment improves as stock rises 27% After last week's 27% share price gain to ₹27.30, the stock trades at a trailing P/E ratio of 4x. Average trailing P/E is 24x in the Interactive Media and Services industry in Asia. Total returns to shareholders of 404% over the past three years. Anuncio • Jun 10
Brightcom Group Limited Provides Earnings Guidance for All the Quarter and Full Financial Year 2024 Brightcom Group Limited provides earnings guidance for all the quarter and full financial year 2024 . For the year, the company expects, Revenue of INR 91,960.3 million- INR 96,676.3 million and EPS of INR 8.22 - INR 8.64.For the first quarter, the company expects, Revenue of INR 17,323.1 million- INR 18,211.5 million and EPS of INR 1.53 - INR 1.61.For the second quarter, the company expects, Revenue of INR 20,348.3 million- INR 21,391.8 million and EPS of INR 1.89- INR 1.99.For the third quarter, the company expects, Revenue of INR 38,550.8 million- INR 40,527.8 million and EPS of INR 3.47- INR 3.65.For the fourth quarter, the company expects, Revenue of INR 15,738 million- INR 16,545.1 million and EPS of INR 1.33- INR 1.39. Anuncio • Jun 02
Brightcom Group Limited Recommends Final Dividend for the Financial Year 2022-23 Brightcom Group Limited recommended the payment of the final dividend of INR 0.10 per equity share of INR 2 for the Financial Year 2022-23 in a meeting held on May 30, 2023. If approved by the Company's shareholders, the final dividend will be paid within thirty days of the end of the 24th Annual General Meeting of the Company. Reported Earnings • Jun 01
Full year 2023 earnings released: EPS: ₹6.79 (vs ₹4.52 in FY 2022) Full year 2023 results: EPS: ₹6.79 (up from ₹4.52 in FY 2022). Revenue: ₹74.0b (up 47% from FY 2022). Net income: ₹13.7b (up 50% from FY 2022). Profit margin: 19% (in line with FY 2022). 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 70% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • May 31
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹18.70, the stock trades at a trailing P/E ratio of 2.8x. Average trailing P/E is 24x in the Interactive Media and Services industry in Asia. Total returns to shareholders of 402% over the past three years. Anuncio • May 20
Brightcom Group Limited to Report Q4, 2023 Results on May 30, 2023 Brightcom Group Limited announced that they will report Q4, 2023 results on May 30, 2023 Valuation Update With 7 Day Price Move • May 11
Investor sentiment improves as stock rises 26% After last week's 26% share price gain to ₹13.55, the stock trades at a trailing P/E ratio of 2x. Average trailing P/E is 21x in the Interactive Media and Services industry in Asia. Total returns to shareholders of 499% over the past three years. Buying Opportunity • Apr 26
Now 23% undervalued after recent price drop Over the last 90 days, the stock is down 62%. The fair value is estimated to be ₹13.46, 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% over the last 3 years. Earnings per share has grown by 8.5%. Valuation Update With 7 Day Price Move • Mar 31
Investor sentiment deteriorates as stock falls 23% After last week's 23% share price decline to ₹14.60, the stock trades at a trailing P/E ratio of 2.2x. Average trailing P/E is 19x in the Interactive Media and Services industry in Asia. Total returns to shareholders of 825% over the past three years. Valuation Update With 7 Day Price Move • Mar 16
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to ₹17.45, the stock trades at a trailing P/E ratio of 2.6x. Average trailing P/E is 18x in the Interactive Media and Services industry in Asia. Total returns to shareholders of 915% over the past three years. Reported Earnings • Feb 05
Third quarter 2023 earnings released: EPS: ₹2.69 (vs ₹2.14 in 3Q 2022) Third quarter 2023 results: EPS: ₹2.69 (up from ₹2.14 in 3Q 2022). Revenue: ₹28.7b (up 42% from 3Q 2022). Net income: ₹5.44b (up 46% from 3Q 2022). Profit margin: 19% (in line with 3Q 2022). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 124% per year, which means it is tracking significantly ahead of earnings growth. Anuncio • Jan 24
Brightcom Group Limited to Report Q3, 2023 Results on Feb 03, 2023 Brightcom Group Limited announced that they will report Q3, 2023 results on Feb 03, 2023 Anuncio • Jan 06
Brightcom Group Limited Announces Management Changes Brightcom Group Limited announced appointment of Mr. Rajesh Vankadara (ACS 44949) as a Company Secretary (CS) & Compliance Officer. The present Company Secretary, Mr. A Mahipal Reddy (ACS 54145) has requested his resignation due to health reasons. Giving due consideration to the same, he would be relieved from the company's services by 10th Jan 2023. From January 4, 2023 till the date of joining of its new Company Secretary, in the interim, its CFO Mr. Narayana Raju will serve as the company's Compliance Officer. Date of Birth: May 13, 1989. Effective date of appointment: February 27, 2023, Qualification: ACS, M.Com., (International Business & Finance). Mr. Rajesh Vankadara is a proven leader and a team player with seven years of post-qualification experience in Legal & Finance Industry on Debt Listing, Takeover, Amalgamation & Merger Compliances and requirements. Valuation Update With 7 Day Price Move • Dec 23
Investor sentiment deteriorated over the past week After last week's 15% share price decline to ₹28.05, the stock trades at a trailing P/E ratio of 4.7x. Average trailing P/E is 20x in the Interactive Media and Services industry in Asia. Total returns to shareholders of 838% over the past three years. Reported Earnings • Nov 16
Second quarter 2023 earnings released: EPS: ₹1.59 (vs ₹1.22 in 2Q 2022) Second quarter 2023 results: EPS: ₹1.59 (up from ₹1.22 in 2Q 2022). Revenue: ₹16.8b (up 53% from 2Q 2022). Net income: ₹3.21b (up 51% from 2Q 2022). Profit margin: 19% (in line with 2Q 2022). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 170% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Nov 13
Second quarter 2023 earnings released: EPS: ₹1.59 (vs ₹1.22 in 2Q 2022) Second quarter 2023 results: EPS: ₹1.59 (up from ₹1.22 in 2Q 2022). Revenue: ₹16.8b (up 52% from 2Q 2022). Net income: ₹3.21b (up 51% from 2Q 2022). Profit margin: 19% (in line with 2Q 2022). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 197% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Oct 05
Investor sentiment improved over the past week After last week's 17% share price gain to ₹37.00, the stock trades at a trailing P/E ratio of 6.9x. Average trailing P/E is 18x in the Interactive Media and Services industry in Asia. Total returns to shareholders of 2,317% over the past three years. Valuation Update With 7 Day Price Move • Sep 20
Investor sentiment deteriorated over the past week After last week's 15% share price decline to ₹35.30, the stock trades at a trailing P/E ratio of 6.9x. Average trailing P/E is 18x in the Interactive Media and Services industry in Asia. Total returns to shareholders of 1,994% over the past three years. Upcoming Dividend • Sep 15
Upcoming dividend of ₹0.30 per share Eligible shareholders must have bought the stock before 22 September 2022. Payment date: 28 October 2022. Trailing yield: 0.7%. Lower than top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.5%). Valuation Update With 7 Day Price Move • Aug 22
Investor sentiment improved over the past week After last week's 27% share price gain to ₹46.50, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 20x in the Interactive Media and Services industry in Asia. Total returns to shareholders of 2,822% over the past three years. Reported Earnings • Aug 17
First quarter 2023 earnings released: EPS: ₹1.37 (vs ₹1.00 in 1Q 2022) First quarter 2023 results: EPS: ₹1.37 (up from ₹1.00 in 1Q 2022). Revenue: ₹14.8b (up 126% from 1Q 2022). Net income: ₹2.77b (up 163% from 1Q 2022). Profit margin: 19% (up from 16% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 189% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorated over the past week After last week's 18% share price decline to ₹40.45, the stock trades at a trailing P/E ratio of 8.9x. Average trailing P/E is 21x in the Interactive Media and Services industry in Asia. Total returns to shareholders of 2,561% over the past three years. Valuation Update With 7 Day Price Move • Jul 22
Investor sentiment improved over the past week After last week's 27% share price gain to ₹55.65, the stock trades at a trailing P/E ratio of 12.3x. Average trailing P/E is 20x in the Interactive Media and Services industry in Asia. Total returns to shareholders of 3,346% over the past three years. Valuation Update With 7 Day Price Move • Jul 07
Investor sentiment improved over the past week After last week's 27% share price gain to ₹39.90, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 19x in the Interactive Media and Services industry in Asia. Total returns to shareholders of 2,300% over the past three years. Valuation Update With 7 Day Price Move • Jun 20
Investor sentiment deteriorated over the past week After last week's 21% share price decline to ₹42.60, the stock trades at a trailing P/E ratio of 9.5x. Average trailing P/E is 18x in the Interactive Media and Services industry in Asia. Total returns to shareholders of 1,712% over the past three years. Valuation Update With 7 Day Price Move • Jun 06
Investor sentiment deteriorated over the past week After last week's 23% share price decline to ₹52.35, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 18x in the Interactive Media and Services industry in Asia. Total returns to shareholders of 2,377% over the past three years. Reported Earnings • Jun 04
Full year 2022 earnings released: EPS: ₹4.52 (vs ₹4.57 in FY 2021) Full year 2022 results: EPS: ₹4.52. Revenue: ₹50.2b (up 76% from FY 2021). Net income: ₹9.12b (up 89% from FY 2021). Profit margin: 18% (up from 17% in FY 2021). The increase in margin was driven by higher revenue. Valuation Update With 7 Day Price Move • May 06
Investor sentiment deteriorated over the past week After last week's 18% share price decline to ₹68.75, the stock trades at a trailing P/E ratio of 16.7x. Average trailing P/E is 32x in the Interactive Media and Services industry in India. Total returns to shareholders of 2,884% over the past three years. Valuation Update With 7 Day Price Move • Mar 08
Investor sentiment deteriorated over the past week After last week's 22% share price decline to ₹92.85, the stock trades at a trailing P/E ratio of 13.3x. Average trailing P/E is 36x in the Interactive Media and Services industry in India. Total returns to shareholders of 3,350% over the past three years. Reported Earnings • Jan 26
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: ₹3.57 (up from ₹2.18 in 3Q 2021). Revenue: ₹20.2b (up 130% from 3Q 2021). Net income: ₹3.71b (up 168% from 3Q 2021). Profit margin: 18% (up from 16% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 314% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Jan 05
Investor sentiment deteriorated over the past week After last week's 16% share price decline to ₹155, the stock trades at a trailing P/E ratio of 31.7x. Average trailing P/E is 40x in the Interactive Media and Services industry in India. Total returns to shareholders of 7,002% over the past three years. Upcoming Dividend • Dec 16
Inaugural dividend of ₹0.05 per share Eligible shareholders must have bought the stock before 23 December 2021. Payment date: 29 January 2022. Payout ratio is a comfortable 0.6% but the company is not cash flow positive. The company last paid an ordinary dividend in December 2021. The average dividend yield among industry peers is 0.4%. Valuation Update With 7 Day Price Move • Dec 09
Investor sentiment improved over the past week After last week's 22% share price gain to ₹153, the stock trades at a trailing P/E ratio of 28.3x. Average trailing P/E is 42x in the Interactive Media and Services industry in India. Total returns to shareholders of 6,802% over the past three years.