Valuation Update With 7 Day Price Move • Jun 30
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to LK₨565, the stock trades at a trailing P/E ratio of 7.9x. Average trailing P/E is 12x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 203% over the past three years. Upcoming Dividend • Jun 01
Upcoming dividend of LK₨2.00 per share Eligible shareholders must have bought the stock before 08 June 2026. Payment date: 25 June 2026. The company last paid an ordinary dividend in July 2015. The average dividend yield among industry peers is 3.5%. Reported Earnings • May 28
Full year 2026 earnings released: EPS: LK₨71.08 (vs LK₨70.99 loss in FY 2025) Full year 2026 results: EPS: LK₨71.08 (up from LK₨70.99 loss in FY 2025). Revenue: LK₨3.13b (up 41% from FY 2025). Net income: LK₨300.9m (up LK₨601.3m from FY 2025). Profit margin: 9.6% (up from net loss in FY 2025). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth. Annonce • May 28
Samson International PLC announces Annual dividend, payable on June 25, 2026 Samson International PLC announced Annual dividend of LKR 2.0000 per share payable on June 25, 2026, ex-date on June 08, 2026 and record date on June 09, 2026. Reported Earnings • Nov 17
Second quarter 2026 earnings released: EPS: LK₨13.02 (vs LK₨8.41 loss in 2Q 2025) Second quarter 2026 results: EPS: LK₨13.02 (up from LK₨8.41 loss in 2Q 2025). Revenue: LK₨758.3m (up 27% from 2Q 2025). Net income: LK₨55.1m (up LK₨90.7m from 2Q 2025). Profit margin: 7.3% (up from net loss in 2Q 2025). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance. Annonce • Sep 02
Samson International PLC, Annual General Meeting, Sep 29, 2025 Samson International PLC, Annual General Meeting, Sep 29, 2025, at 15:00 Sri Lanka Standard Time. Reported Earnings • Aug 14
First quarter 2026 earnings released: EPS: LK₨8.35 (vs LK₨14.26 loss in 1Q 2025) First quarter 2026 results: EPS: LK₨8.35 (up from LK₨14.26 loss in 1Q 2025). Revenue: LK₨648.5m (up 19% from 1Q 2025). Net income: LK₨35.3m (up LK₨95.7m from 1Q 2025). Profit margin: 5.4% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance. Reported Earnings • May 28
Full year 2025 earnings released: LK₨68.95 loss per share (vs LK₨69.60 loss in FY 2024) Full year 2025 results: LK₨68.95 loss per share (improved from LK₨69.60 loss in FY 2024). Revenue: LK₨2.22b (down 4.4% from FY 2024). Net loss: LK₨291.9m (flat on FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance. Board Change • May 19
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 4 highly experienced directors. 2 independent directors (5 non-independent directors). Independent Non-Executive Director Chandrakanthi Malwatte was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. New Risk • Mar 29
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 Sri Lankan 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 54% per year over the past 5 years. Market cap is less than US$10m (LK₨709.0m market cap, or US$2.39m). Minor Risk Share price has been volatile over the past 3 months (6.9% average weekly change). Reported Earnings • Feb 12
Third quarter 2025 earnings released: LK₨26.25 loss per share (vs LK₨0.43 profit in 3Q 2024) Third quarter 2025 results: LK₨26.25 loss per share (down from LK₨0.43 profit in 3Q 2024). Revenue: LK₨507.7m (down 21% from 3Q 2024). Net loss: LK₨111.1m (down LK₨112.9m from profit in 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance. Reported Earnings • Nov 09
Second quarter 2025 earnings released: LK₨8.41 loss per share (vs LK₨6.91 loss in 2Q 2024) Second quarter 2025 results: LK₨8.41 loss per share (further deteriorated from LK₨6.91 loss in 2Q 2024). Revenue: LK₨595.9m (down 9.5% from 2Q 2024). Net loss: LK₨35.6m (loss widened 21% from 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance. Reported Earnings • Aug 15
First quarter 2025 earnings released: LK₨14.26 loss per share (vs LK₨27.17 loss in 1Q 2024) First quarter 2025 results: LK₨14.26 loss per share (improved from LK₨27.17 loss in 1Q 2024). Revenue: LK₨545.2m (up 8.9% from 1Q 2024). Net loss: LK₨60.4m (loss narrowed 48% from 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance. Annonce • Jun 08
Samson International PLC, Annual General Meeting, Jun 28, 2024 Samson International PLC, Annual General Meeting, Jun 28, 2024, at 13:00 Sri Lanka Standard Time. Location: samson international plc, no. 110, kumaran ratnam road, colombo 02, Sri Lanka New Risk • Jun 03
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 Sri Lankan stocks, typically moving 5.8% 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: Major Risks Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Earnings have declined by 30% per year over the past 5 years. Market cap is less than US$10m (LK₨709.0m market cap, or US$2.35m). Minor Risk Share price has been volatile over the past 3 months (5.8% average weekly change). Reported Earnings • May 30
Full year 2024 earnings released: LK₨69.60 loss per share (vs LK₨21.95 profit in FY 2023) Full year 2024 results: LK₨69.60 loss per share (down from LK₨21.95 profit in FY 2023). Revenue: LK₨2.32b (down 20% from FY 2023). Net loss: LK₨294.6m (down 417% 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 85 percentage points per year, which is a significant difference in performance. New Risk • Feb 09
New major risk - Revenue and earnings growth Earnings have declined by 13% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.08x net interest cover). Earnings have declined by 13% per year over the past 5 years. Market cap is less than US$10m (LK₨605.3m market cap, or US$1.93m). Reported Earnings • Nov 17
Second quarter 2024 earnings released: LK₨8.17 loss per share (vs LK₨13.73 profit in 2Q 2023) Second quarter 2024 results: LK₨8.17 loss per share (down from LK₨13.73 profit in 2Q 2023). Revenue: LK₨661.8m (down 12% from 2Q 2023). Net loss: LK₨34.6m (down 160% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. New Risk • Nov 02
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 Sri Lankan stocks, typically moving 7.7% 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 Risks Interest payments are not well covered by earnings (0.9x net interest cover). Share price has been highly volatile over the past 3 months (7.7% average weekly change). Market cap is less than US$10m (LK₨656.1m market cap, or US$2.00m). Reported Earnings • Aug 13
First quarter 2024 earnings released: LK₨22.76 loss per share (vs LK₨16.11 profit in 1Q 2023) First quarter 2024 results: LK₨22.76 loss per share (down from LK₨16.11 profit in 1Q 2023). Revenue: LK₨500.5m (down 24% from 1Q 2023). Net loss: LK₨96.3m (down 241% 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 35% per year, which means it is tracking significantly ahead of earnings growth. Annonce • Jun 09
Samson International PLC, Annual General Meeting, Jun 30, 2023 Samson International PLC, Annual General Meeting, Jun 30, 2023, at 15:00 Indian Standard Time. Location: at the Board Room of Samson International PLC, No. 110, Kumaran Ratnam Road Colombo 02 Sri Lanka Agenda: To receive and consider the annual report of the board of Directors on the affairs of company and the financial statements the year ended 31 March 2023 and the report of the auditors thereon; to appoint Mr. D K Rajapakse as a Director of the company; to appoint Mr. T K Bandaranayake as a Director of the company; to re-elect Ms. I Malwatte as a Director of the company; to re-appoint Messrs Edirisinghe & Co. Chartered Accountants as Auditors of the company for the ensuing year and to authorize the Directors to determine their remuneration; and to authorize the Directors to determine donations for the year ending 31 March 2024 and up to the date of the next Annual General Meeting. Upcoming Dividend • May 30
Upcoming dividend of LK₨2.00 per share at 1.0% yield Eligible shareholders must have bought the stock before 06 June 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 4.9% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Sri Lankan dividend payers (8.9%). Lower than average of industry peers (8.8%). Reported Earnings • May 27
Full year 2023 earnings released: EPS: LK₨21.95 (vs LK₨19.85 in FY 2022) Full year 2023 results: EPS: LK₨21.95 (up from LK₨19.85 in FY 2022). Revenue: LK₨2.89b (flat on FY 2022). Net income: LK₨92.9m (up 11% from FY 2022). Profit margin: 3.2% (up from 2.9% in FY 2022). 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 34% per year, which means it is significantly lagging earnings growth. Board Change • Apr 24
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Non-Executive Director Chandrakanthi Malwatte was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Feb 12
Third quarter 2023 earnings released: EPS: LK₨5.30 (vs LK₨7.47 in 3Q 2022) Third quarter 2023 results: EPS: LK₨5.30 (down from LK₨7.47 in 3Q 2022). Revenue: LK₨755.2m (down 4.4% from 3Q 2022). Net income: LK₨22.4m (down 29% from 3Q 2022). Profit margin: 3.0% (down from 4.0% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth. Board Change • Jan 11
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Non-Executive Director Chandrakanthi Malwatte was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Buying Opportunity • Dec 05
Now 23% undervalued after recent price drop Over the last 90 days, the stock is down 13%. The fair value is estimated to be LK₨284, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 65%. Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Non-Executive Director Chandrakanthi Malwatte was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 13
Second quarter 2023 earnings released: EPS: LK₨9.64 (vs LK₨5.39 in 2Q 2022) Second quarter 2023 results: EPS: LK₨9.64 (up from LK₨5.39 in 2Q 2022). Revenue: LK₨749.8m (down 13% from 2Q 2022). Net income: LK₨40.8m (up 79% from 2Q 2022). Profit margin: 5.4% (up from 2.7% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 49% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Sep 06
Investor sentiment improved over the past week After last week's 19% share price gain to LK₨254, the stock trades at a trailing P/E ratio of 7.1x. Average trailing P/E is 5x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 210% over the past three years. Valuation Update With 7 Day Price Move • Aug 18
Investor sentiment improved over the past week After last week's 25% share price gain to LK₨200, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 5x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 128% over the past three years. Reported Earnings • Aug 15
First quarter 2023 earnings released: EPS: LK₨16.59 (vs LK₨0.98 in 1Q 2022) First quarter 2023 results: EPS: LK₨16.59 (up from LK₨0.98 in 1Q 2022). Revenue: LK₨656.3m (up 30% from 1Q 2022). Net income: LK₨70.2m (up LK₨66.1m from 1Q 2022). Profit margin: 11% (up from 0.8% 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 60% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jun 10
Investor sentiment deteriorated over the past week After last week's 16% share price decline to LK₨133, the stock trades at a trailing P/E ratio of 6.7x. Average trailing P/E is 5x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 73% over the past three years. Annonce • Jun 08
Samson International PLC, Annual General Meeting, Jun 30, 2022 Samson International PLC, Annual General Meeting, Jun 30, 2022, at 15:00 Sri Lanka Standard Time. Location: at the Board Room of Samson International PLC, No. 110 Kumaran Ratnam Road Colombo 02 Sri Lanka Agenda: To receive and consider the Annual Report of the Board of Directors on the affairs of Company and the Financial Statements the year ended 31st March 2022 and the Report of the Auditors thereon; to consider and appoint Mr. D K Rajapakse who is 77 years of age, as a Director of the Company and to adopt the following resolution; to consider and re-elect Mr. D C J Rajapaksa who retires by rotation in terms of Article 88 (i) of the Articles of Association, as a Director of the Company; to consider and re-appoint Messrs Edirisinghe & Co. Chartered Accountants as Auditors of the Company for the ensuing year and to authorize the Directors to determine their remuneration; to consider and authorize the Directors to determine donations for the year ending 31st March 2023 and up to the date of the next Annual General Meeting; and to consider other matter also. Reported Earnings • May 24
Full year 2022 earnings released: EPS: LK₨19.85 (vs LK₨23.34 in FY 2021) Full year 2022 results: EPS: LK₨19.85 (down from LK₨23.34 in FY 2021). Revenue: LK₨2.89b (up 32% from FY 2021). Net income: LK₨84.0m (down 15% from FY 2021). Profit margin: 2.9% (down from 4.5% 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 54% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • May 19
Investor sentiment deteriorated over the past week After last week's 19% share price decline to LK₨121, the stock trades at a trailing P/E ratio of 7.4x. Average trailing P/E is 7x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 35% over the past three years. Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Non-Executive Director Chandrakanthi Malwatte was the last independent director to join the board, commencing their role in 2020. 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 • Apr 06
Investor sentiment deteriorated over the past week After last week's 16% share price decline to LK₨156, the stock trades at a trailing P/E ratio of 9.5x. Average trailing P/E is 7x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 67% over the past three years. Reported Earnings • Feb 17
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: LK₨7.47 (down from LK₨10.85 in 3Q 2021). Revenue: LK₨789.9m (up 25% from 3Q 2021). Net income: LK₨31.6m (down 31% from 3Q 2021). Profit margin: 4.0% (down from 7.3% 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 57% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Dec 27
Investor sentiment improved over the past week After last week's 16% share price gain to LK₨224, the stock trades at a trailing P/E ratio of 9.5x. Average trailing P/E is 10x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 135% over the past three years. Valuation Update With 7 Day Price Move • Nov 24
Investor sentiment improved over the past week After last week's 22% share price gain to LK₨203, the stock trades at a trailing P/E ratio of 8.6x. Average trailing P/E is 9x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 113% over the past three years. Valuation Update With 7 Day Price Move • Jul 20
Investor sentiment improved over the past week After last week's 20% share price gain to LK₨200, the stock trades at a trailing P/E ratio of 8.6x. Average trailing P/E is 8x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 121% over the past three years. Valuation Update With 7 Day Price Move • Jun 26
Investor sentiment improved over the past week After last week's 37% share price gain to LK₨188, the stock trades at a trailing P/E ratio of 8x. Average trailing P/E is 8x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 86% over the past three years. Upcoming Dividend • Jun 01
Upcoming dividend of LK₨2.00 per share Eligible shareholders must have bought the stock before 08 June 2021. Payment date: 17 June 2021. Trailing yield: 0.7%. Lower than top quartile of Sri Lankan dividend payers (4.9%). Lower than average of industry peers (5.2%). Reported Earnings • Feb 17
Third quarter 2021 earnings released: EPS LK₨10.85 (vs LK₨0.40 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: LK₨633.0m (up 60% from 3Q 2020). Net income: LK₨45.9m (up LK₨44.2m from 3Q 2020). Profit margin: 7.3% (up from 0.4% 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 58% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Dec 30
Investor sentiment improved over the past week After last week's 17% share price gain to LK₨145, the stock is trading at a trailing P/E ratio of 27.4x, up from the previous P/E ratio of 23.4x. This compares to an average P/E of 9x in the Chemicals industry in Sri Lanka. Total returns to shareholders over the past three years are 65%. Is New 90 Day High Low • Dec 30
New 90-day high: LK₨145 The company is up 4.0% from its price of LK₨140 on 30 September 2020. The Sri Lankan market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 48% over the same period. Reported Earnings • Nov 15
Second quarter 2021 earnings released: EPS LK₨5.74 The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: LK₨573.1m (up 26% from 2Q 2020). Net income: LK₨24.3m (up 192% from 2Q 2020). Profit margin: 4.2% (up from 1.8% in 2Q 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 13% per year, which means it is significantly lagging earnings growth. Is New 90 Day High Low • Sep 22
New 90-day high: LK₨99.60 The company is up 20% from its price of LK₨83.00 on 24 June 2020. The Sri Lankan market is up 14% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 51% over the same period.