Reported Earnings • May 22
Full year 2026 earnings released: EPS: ₹0.98 (vs ₹10.20 in FY 2025) Full year 2026 results: EPS: ₹0.98 (down from ₹10.20 in FY 2025). Revenue: ₹10.4b (up 12% from FY 2025). Net income: ₹33.1m (down 90% from FY 2025). Profit margin: 0.3% (down from 3.7% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Annonce • May 21
Oriental Aromatics Limited announces Annual dividend, payable on September 17, 2026 Oriental Aromatics Limited announced Annual dividend of INR 0.5000 per share payable on September 17, 2026, ex-date on August 05, 2026 and record date on August 05, 2026. Annonce • May 13
Oriental Aromatics Limited to Report Q4, 2026 Results on May 20, 2026 Oriental Aromatics Limited announced that they will report Q4, 2026 results on May 20, 2026 New Risk • Mar 02
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: ₹8.75b (US$95.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. 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 44% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (0.07% net profit margin). Market cap is less than US$100m (₹8.75b market cap, or US$95.6m). Reported Earnings • Feb 14
Third quarter 2026 earnings released: ₹0.57 loss per share (vs ₹2.12 profit in 3Q 2025) Third quarter 2026 results: ₹0.57 loss per share (down from ₹2.12 profit in 3Q 2025). Revenue: ₹2.54b (up 14% from 3Q 2025). Net loss: ₹19.2m (down 127% from profit in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Annonce • Feb 05
Oriental Aromatics Limited to Report Q3, 2026 Results on Feb 12, 2026 Oriental Aromatics Limited announced that they will report Q3, 2026 results on Feb 12, 2026 New Risk • Jan 19
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: ₹8.95b (US$98.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.6x net interest cover). Earnings have declined by 40% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (1.0% net profit margin). Market cap is less than US$100m (₹8.95b market cap, or US$98.5m). New Risk • Nov 11
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: 1.0% Last year net profit margin: 4.4% 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 Risks Interest payments are not well covered by earnings (1.6x net interest cover). Earnings have declined by 40% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (1.0% net profit margin). Reported Earnings • Nov 11
Second quarter 2026 earnings released: EPS: ₹0.22 (vs ₹4.39 in 2Q 2025) Second quarter 2026 results: EPS: ₹0.22 (down from ₹4.39 in 2Q 2025). Revenue: ₹2.74b (up 16% from 2Q 2025). Net income: ₹7.38m (down 95% from 2Q 2025). Profit margin: 0.3% (down from 6.2% in 2Q 2025). 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 fallen by 10% per year, which means it is significantly lagging earnings. Annonce • Nov 03
Oriental Aromatics Limited to Report Q2, 2026 Results on Nov 10, 2025 Oriental Aromatics Limited announced that they will report Q2, 2026 results on Nov 10, 2025 Annonce • Aug 02
Oriental Aromatics Limited to Report Q1, 2026 Results on Aug 08, 2025 Oriental Aromatics Limited announced that they will report Q1, 2026 results on Aug 08, 2025 Upcoming Dividend • Aug 01
Upcoming dividend of ₹0.50 per share Eligible shareholders must have bought the stock before 08 August 2025. Payment date: 20 September 2025. Payout ratio is a comfortable 4.9% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of Indian dividend payers (1.2%). Lower than average of industry peers (0.7%). Reported Earnings • Jul 30
Full year 2025 earnings released: EPS: ₹10.20 (vs ₹2.71 in FY 2024) Full year 2025 results: EPS: ₹10.20 (up from ₹2.71 in FY 2024). Revenue: ₹9.28b (up 11% from FY 2024). Net income: ₹343.3m (up 277% from FY 2024). Profit margin: 3.7% (up from 1.1% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 10% per year. Declared Dividend • May 29
Dividend of ₹0.50 announced Dividend of ₹0.50 is the same as last year. Ex-date: 8th August 2025 Payment date: 20th September 2025 Dividend yield will be 0.1%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (18% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 79% to shift the payout ratio to a potentially unsustainable range, which is more than the 17% EPS decline seen over the last 5 years. Reported Earnings • May 28
Full year 2025 earnings released: EPS: ₹10.20 (vs ₹2.71 in FY 2024) Full year 2025 results: EPS: ₹10.20 (up from ₹2.71 in FY 2024). Revenue: ₹9.32b (up 11% from FY 2024). Net income: ₹343.3m (up 277% from FY 2024). Profit margin: 3.7% (up from 1.1% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 11% per year. Annonce • May 20
Oriental Aromatics Limited to Report Q4, 2025 Results on May 27, 2025 Oriental Aromatics Limited announced that they will report Q4, 2025 results on May 27, 2025 New Risk • May 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 8.6% 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 Earnings have declined by 39% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (8.6% average weekly change). Valuation Update With 7 Day Price Move • Apr 03
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹325, the stock trades at a trailing P/E ratio of 25.5x. Average trailing P/E is 25x in the Chemicals industry in India. Total loss to shareholders of 53% over the past three years. Valuation Update With 7 Day Price Move • Mar 07
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₹326, the stock trades at a trailing P/E ratio of 25.5x. Average trailing P/E is 25x in the Chemicals industry in India. Total loss to shareholders of 51% over the past three years. Reported Earnings • Feb 04
Third quarter 2025 earnings released: EPS: ₹2.12 (vs ₹0.78 in 3Q 2024) Third quarter 2025 results: EPS: ₹2.12 (up from ₹0.78 in 3Q 2024). Revenue: ₹2.23b (up 13% from 3Q 2024). Net income: ₹71.4m (up 174% from 3Q 2024). Profit margin: 3.2% (up from 1.3% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings. Annonce • Jan 28
Oriental Aromatics Limited to Report Nine Months, 2025 Results on Feb 03, 2025 Oriental Aromatics Limited announced that they will report nine months, 2025 results on Feb 03, 2025 Reported Earnings • Nov 13
Second quarter 2025 earnings released: EPS: ₹4.39 (vs ₹0.72 in 2Q 2024) Second quarter 2025 results: EPS: ₹4.39 (up from ₹0.72 in 2Q 2024). Revenue: ₹2.39b (up 5.3% from 2Q 2024). Net income: ₹147.8m (up ₹123.6m from 2Q 2024). Profit margin: 6.2% (up from 1.1% in 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance. Valuation Update With 7 Day Price Move • Nov 11
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₹529, the stock trades at a trailing P/E ratio of 68.2x. Average trailing P/E is 35x in the Chemicals industry in India. Total loss to shareholders of 33% over the past three years. New Risk • Nov 06
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 9.3% 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 Risks Share price has been highly volatile over the past 3 months (9.3% average weekly change). Earnings have declined by 49% per year over the past 5 years. Annonce • Nov 06
Oriental Aromatics Limited to Report Fiscal Year 2024 Results on Nov 12, 2024 Oriental Aromatics Limited announced that they will report fiscal year 2024 results on Nov 12, 2024 Valuation Update With 7 Day Price Move • Oct 21
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹593, the stock trades at a trailing P/E ratio of 76.3x. Average trailing P/E is 36x in the Chemicals industry in India. Total loss to shareholders of 27% over the past three years. Annonce • Jul 31
Oriental Aromatics Limited to Report Q1, 2025 Results on Aug 07, 2024 Oriental Aromatics Limited announced that they will report Q1, 2025 results on Aug 07, 2024 Upcoming Dividend • Jul 30
Upcoming dividend of ₹0.50 per share Eligible shareholders must have bought the stock before 06 August 2024. Payment date: 20 September 2024. Payout ratio is a comfortable 8.5% and this is well supported by cash flows. Trailing yield: 0.1%. Lower than top quartile of Indian dividend payers (1.1%). Lower than average of industry peers (0.6%). Reported Earnings • Jul 29
Full year 2024 earnings released: EPS: ₹2.71 (vs ₹5.87 in FY 2023) Full year 2024 results: EPS: ₹2.71 (down from ₹5.87 in FY 2023). Revenue: ₹8.36b (down 1.5% from FY 2023). Net income: ₹91.0m (down 54% from FY 2023). Profit margin: 1.1% (down from 2.3% in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance. Reported Earnings • May 29
Full year 2024 earnings released: EPS: ₹2.71 (vs ₹5.87 in FY 2023) Full year 2024 results: EPS: ₹2.71 (down from ₹5.87 in FY 2023). Revenue: ₹8.44b (flat on FY 2023). Net income: ₹91.0m (down 54% from FY 2023). Profit margin: 1.1% (down from 2.3% in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance. Annonce • May 20
Oriental Aromatics Limited to Report Q4, 2024 Results on May 27, 2024 Oriental Aromatics Limited announced that they will report Q4, 2024 results on May 27, 2024 New Risk • May 01
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: Major Risk Earnings have declined by 38% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.4% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.02% net profit margin). Reported Earnings • Feb 13
Third quarter 2024 earnings released: EPS: ₹0.78 (vs ₹1.13 in 3Q 2023) Third quarter 2024 results: EPS: ₹0.78 (down from ₹1.13 in 3Q 2023). Revenue: ₹2.00b (flat on 3Q 2023). Net income: ₹26.1m (down 31% from 3Q 2023). Profit margin: 1.3% (down from 1.9% in 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance. Annonce • Feb 06
Oriental Aromatics Limited to Report Q3, 2024 Results on Feb 12, 2024 Oriental Aromatics Limited announced that they will report Q3, 2024 results on Feb 12, 2024 Reported Earnings • Nov 10
Second quarter 2024 earnings released: EPS: ₹0.72 (vs ₹1.88 in 2Q 2023) Second quarter 2024 results: EPS: ₹0.72 (down from ₹1.88 in 2Q 2023). Revenue: ₹2.30b (up 4.0% from 2Q 2023). Net income: ₹24.2m (down 62% from 2Q 2023). Profit margin: 1.1% (down from 2.9% in 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance. Annonce • Nov 04
Oriental Aromatics Limited to Report Q2, 2024 Results on Nov 09, 2023 Oriental Aromatics Limited announced that they will report Q2, 2024 results at 3:30 PM, Indian Standard Time on Nov 09, 2023 Annonce • Aug 13
Oriental Aromatics Limited Proposes to Declare Final Dividend for the Financial Year Ended 31 March, 2023 Oriental Aromatics Limited at its AGM to be held on August 17, 2023 proposed to declare final dividend on equity shares for the financial year ended 31st March, 2023. The Board of Directors has recommended a dividend of INR 0.5 (i.e 10 %) per equity share of face value of INR 5 each. New Risk • Aug 11
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 36% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.9% average weekly change). Earnings have declined by 29% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin). Annonce • Aug 04
Oriental Aromatics Limited to Report Q1, 2024 Results on Aug 10, 2023 Oriental Aromatics Limited announced that they will report Q1, 2024 results on Aug 10, 2023 Reported Earnings • Jul 27
Full year 2023 earnings released: EPS: ₹5.87 (vs ₹15.84 in FY 2022) Full year 2023 results: EPS: ₹5.87 (down from ₹15.84 in FY 2022). Revenue: ₹8.49b (down 2.3% from FY 2022). Net income: ₹197.4m (down 63% from FY 2022). Profit margin: 2.3% (down from 6.1% in FY 2022). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings. Upcoming Dividend • Jul 27
Upcoming dividend of ₹0.50 per share at 0.1% yield Eligible shareholders must have bought the stock before 03 August 2023. Payment date: 16 September 2023. Trailing yield: 0.1%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (0.9%). Valuation Update With 7 Day Price Move • Jul 26
Investor sentiment improves as stock rises 35% After last week's 35% share price gain to ₹449, the stock trades at a trailing P/E ratio of 76.6x. Average trailing P/E is 22x in the Chemicals industry in India. Total returns to shareholders of 30% over the past three years. Reported Earnings • May 31
Full year 2023 earnings released: EPS: ₹5.87 (vs ₹15.84 in FY 2022) Full year 2023 results: EPS: ₹5.87 (down from ₹15.84 in FY 2022). Revenue: ₹8.55b (down 1.6% from FY 2022). Net income: ₹197.4m (down 63% from FY 2022). Profit margin: 2.3% (down from 6.1% in FY 2022). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 32% per year, which means it is well ahead of earnings. Annonce • May 25
Oriental Aromatics Limited to Report Q4, 2023 Results on May 30, 2023 Oriental Aromatics Limited announced that they will report Q4, 2023 results on May 30, 2023 Valuation Update With 7 Day Price Move • Mar 29
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to ₹325, the stock trades at a trailing P/E ratio of 37.7x. Average trailing P/E is 18x in the Chemicals industry in India. Total returns to shareholders of 143% over the past three years. Reported Earnings • Feb 14
Third quarter 2023 earnings released: EPS: ₹1.13 (vs ₹2.37 in 3Q 2022) Third quarter 2023 results: EPS: ₹1.13 (down from ₹2.37 in 3Q 2022). Revenue: ₹2.00b (down 2.8% from 3Q 2022). Net income: ₹38.0m (down 52% from 3Q 2022). Profit margin: 1.9% (down from 3.9% in 3Q 2022). 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 25% per year, which means it is well ahead of earnings. Annonce • Feb 07
Oriental Aromatics Limited to Report Q3, 2023 Results on Feb 13, 2023 Oriental Aromatics Limited announced that they will report Q3, 2023 results on Feb 13, 2023 Board Change • Feb 06
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. 1 experienced director. 6 highly experienced directors. Executive Director of Operations & Whole Time Director Satish Ray was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Annonce • Nov 05
Oriental Aromatics Limited Announces Maintenance Shut Down Oriental Aromatics Limited inform that the Vadodara plant of the Company situated at Plot No. 3, GIDC Ind Estate, Nandesari, Vadodara-391 340, Gujarat, India will remain shut from 05th November, 2022 evening for the purpose of Annual Maintenance. The Plant will resume Operations from 12th November,2022. Annonce • Nov 03
Oriental Aromatics Limited to Report Q2, 2023 Results on Nov 09, 2022 Oriental Aromatics Limited announced that they will report Q2, 2023 results on Nov 09, 2022 Reported Earnings • Aug 02
First quarter 2023 earnings released: EPS: ₹2.50 (vs ₹6.75 in 1Q 2022) First quarter 2023 results: EPS: ₹2.50 (down from ₹6.75 in 1Q 2022). Revenue: ₹2.36b (up 2.6% from 1Q 2022). Net income: ₹84.1m (down 63% from 1Q 2022). Profit margin: 3.6% (down from 9.9% in 1Q 2022). The decrease in margin was driven by higher expenses. Annonce • Jul 26
Oriental Aromatics Limited to Report Q1, 2023 Results on Aug 01, 2022 Oriental Aromatics Limited announced that they will report Q1, 2023 results on Aug 01, 2022 Annonce • Jul 06
Oriental Aromatics Limited Announces Resignation of Bhadreshkumar Pandya as Whole-Time Termed as Executive Director- Operations, Effective 15 August, 2022 Oriental Aromatics Limited informed that the Company has received the resignation letter dated 04th July, 2022 from Mr. Bhadreshkumar Pandya (DIN: 08809906), Whole-time termed as Executive Director- Operations as he wishes to pursue opportunities outside Oriental Aromatics Limited. The resignation from directorship is with effect from 15 August, 2022. Reported Earnings • Jul 03
Full year 2022 earnings released: EPS: ₹15.84 (vs ₹30.29 in FY 2021) Full year 2022 results: EPS: ₹15.84 (down from ₹30.29 in FY 2021). Revenue: ₹8.69b (up 23% from FY 2021). Net income: ₹533.0m (down 48% from FY 2021). Profit margin: 6.1% (down from 14% in FY 2021). The decrease in margin was driven by higher expenses. 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 40% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Jun 27
Investor sentiment improved over the past week After last week's 16% share price gain to ₹596, the stock trades at a trailing P/E ratio of 37.6x. Average trailing P/E is 17x in the Chemicals industry in India. Total returns to shareholders of 186% over the past three years. Annonce • Jun 16
Oriental Aromatics Limited, Annual General Meeting, Jul 27, 2022 Oriental Aromatics Limited, Annual General Meeting, Jul 27, 2022. Reported Earnings • May 11
Third quarter 2022 earnings released: EPS: ₹2.37 (vs ₹10.80 in 3Q 2021) Third quarter 2022 results: EPS: ₹2.37 (down from ₹10.80 in 3Q 2021). Revenue: ₹2.06b (up 7.9% from 3Q 2021). Net income: ₹79.6m (down 78% from 3Q 2021). Profit margin: 3.9% (down from 19% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • May 11
Investor sentiment deteriorated over the past week After last week's 17% share price decline to ₹562, the stock trades at a trailing P/E ratio of 29x. Average trailing P/E is 18x in the Chemicals industry in India. Total returns to shareholders of 170% 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. 1 experienced director. 6 highly experienced directors. Executive Director of Operations & Additional Whole-Time Director Bhadreshkumar Pandiya 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 • Mar 22
Investor sentiment improved over the past week After last week's 23% share price gain to ₹783, the stock trades at a trailing P/E ratio of 40.4x. Average trailing P/E is 18x in the Chemicals industry in India. Total returns to shareholders of 248% over the past three years. Reported Earnings • Jan 25
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: ₹2.37 (down from ₹10.80 in 3Q 2021). Revenue: ₹2.06b (up 7.9% from 3Q 2021). Net income: ₹79.6m (down 78% from 3Q 2021). Profit margin: 3.9% (down from 19% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Oct 27
Second quarter 2022 earnings released: EPS ₹3.61 (vs ₹9.88 in 2Q 2021) The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: ₹2.32b (up 26% from 2Q 2021). Net income: ₹121.6m (down 63% from 2Q 2021). Profit margin: 5.2% (down from 18% in 2Q 2021). The decrease in margin was driven by higher expenses. Valuation Update With 7 Day Price Move • Sep 09
Investor sentiment improved over the past week After last week's 16% share price gain to ₹947, the stock trades at a trailing P/E ratio of 27.8x. Average trailing P/E is 18x in the Chemicals industry in India. Total returns to shareholders of 321% over the past three years. Reported Earnings • Jul 06
Full year 2021 earnings released: EPS ₹30.29 (vs ₹25.61 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: ₹7.09b (down 6.7% from FY 2020). Net income: ₹1.02b (up 18% from FY 2020). Profit margin: 14% (up from 11% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • May 11
Full year 2021 earnings released: EPS ₹30.29 (vs ₹25.61 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: ₹7.10b (down 6.5% from FY 2020). Net income: ₹1.02b (up 18% from FY 2020). Profit margin: 14% (up from 11% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Apr 28
Investor sentiment improved over the past week After last week's 21% share price gain to ₹868, the stock trades at a trailing P/E ratio of 28.2x. Average trailing P/E is 18x in the Chemicals industry in India. Total returns to shareholders of 329% over the past three years. Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment improved over the past week After last week's 21% share price gain to ₹709, the stock trades at a trailing P/E ratio of 23.1x. Average trailing P/E is 17x in the Chemicals industry in India. Total returns to shareholders of 242% over the past three years. Reported Earnings • Jan 21
Third quarter 2021 earnings released: EPS ₹10.80 The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₹1.91b (up 14% from 3Q 2020). Net income: ₹363.6m (up 52% from 3Q 2020). Profit margin: 19% (up from 14% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jan 20
Investor sentiment improved over the past week After last week's 23% share price gain to ₹669, the stock is trading at a trailing P/E ratio of 26.6x, up from the previous P/E ratio of 21.6x. This compares to an average P/E of 19x in the Chemicals industry in India. Total returns to shareholders over the past three years are 129%. Is New 90 Day High Low • Jan 19
New 90-day high: ₹631 The company is up 41% from its price of ₹448 on 21 October 2020. The Indian market is up 22% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 20% over the same period. Valuation Update With 7 Day Price Move • Dec 01
Market bids up stock over the past week After last week's 18% share price gain to ₹601, the stock is trading at a trailing P/E ratio of 23.9x, up from the previous P/E ratio of 20.1x. This compares to an average P/E of 16x in the Chemicals industry in India. Total returns to shareholders over the past three years are 149%. Is New 90 Day High Low • Nov 23
New 90-day high: ₹518 The company is up 50% from its price of ₹346 on 25 August 2020. The Indian market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 6.0% over the same period. Valuation Update With 7 Day Price Move • Oct 27
Market bids up stock over the past week After last week's 28% share price gain to ₹477, the stock is trading at a trailing P/E ratio of 19x, up from the previous P/E ratio of 14.8x. This compares to an average P/E of 15x in the Chemicals industry in India. Total returns to shareholders over the past three years are 108%. Is New 90 Day High Low • Oct 22
New 90-day high: ₹500 The company is up 55% from its price of ₹322 on 24 July 2020. The Indian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 13% over the same period. Reported Earnings • Oct 21
First half earnings released Over the last 12 months the company has reported total profits of ₹846.7m, up 18% from the prior year. Total revenue was ₹6.39b over the last 12 months, down 16% from the prior year. Annonce • Oct 13
Oriental Aromatics Limited to Report Q2, 2021 Results on Oct 20, 2020 Oriental Aromatics Limited announced that they will report Q2, 2021 results on Oct 20, 2020 Annonce • Aug 03
Oriental Aromatics Limited to Report Q1, 2021 Results on Aug 10, 2020 Oriental Aromatics Limited announced that they will report Q1, 2021 results on Aug 10, 2020