Reported Earnings • Jul 28
First quarter 2027 earnings released: EPS: ₹0.15 (vs ₹0.72 in 1Q 2026) First quarter 2027 results: EPS: ₹0.15 (down from ₹0.72 in 1Q 2026). Revenue: ₹316.5m (down 23% from 1Q 2026). Net income: ₹3.63m (down 80% from 1Q 2026). Profit margin: 1.1% (down from 4.3% in 1Q 2026). The decrease in margin was driven by lower revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance. Annuncio • Jul 22
Essen Speciality Films Limited to Report Q1, 2027 Results on Jul 25, 2026 Essen Speciality Films Limited announced that they will report Q1, 2027 results at 9:08 AM, Indian Standard Time on Jul 25, 2026 Reported Earnings • Apr 29
Full year 2026 earnings released: ₹1.63 loss per share (vs ₹4.71 profit in FY 2025) Full year 2026 results: ₹1.63 loss per share (down from ₹4.71 profit in FY 2025). Revenue: ₹1.65b (down 4.9% from FY 2025). Net loss: ₹40.4m (down 135% from profit in FY 2025). Annuncio • Apr 22
Essen Speciality Films Limited to Report Q4, 2026 Results on Apr 25, 2026 Essen Speciality Films Limited announced that they will report Q4, 2026 results at 9:08 AM, Indian Standard Time on Apr 25, 2026 Reported Earnings • Jan 31
Third quarter 2026 earnings released: ₹0.89 loss per share (vs ₹3.01 profit in 3Q 2025) Third quarter 2026 results: ₹0.89 loss per share (down from ₹3.01 profit in 3Q 2025). Revenue: ₹416.8m (down 12% from 3Q 2025). Net loss: ₹22.0m (down 130% from profit in 3Q 2025). New Risk • Jan 31
New major risk - Revenue and earnings growth Earnings have declined by 2.6% 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 Share price has been highly volatile over the past 3 months (9.8% average weekly change). Earnings have declined by 2.6% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.2% net profit margin). Market cap is less than US$100m (₹3.71b market cap, or US$40.5m). Valuation Update With 7 Day Price Move • Jan 07
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to ₹153, the stock trades at a trailing P/E ratio of 39.3x. Average trailing P/E is 38x in the Consumer Durables industry in India. Total loss to shareholders of 78% over the past year. Valuation Update With 7 Day Price Move • Dec 24
Investor sentiment improves as stock rises 27% After last week's 27% share price gain to ₹211, the stock trades at a trailing P/E ratio of 54.1x. Average trailing P/E is 39x in the Consumer Durables industry in India. Total loss to shareholders of 66% over the past year. New Risk • Dec 22
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 8.7% 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 Share price has been highly volatile over the past 3 months (8.7% average weekly change). High level of non-cash earnings (33% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (5.3% net profit margin). Market cap is less than US$100m (₹4.33b market cap, or US$48.3m). Valuation Update With 7 Day Price Move • Dec 08
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to ₹182, the stock trades at a trailing P/E ratio of 46.7x. Average trailing P/E is 39x in the Consumer Durables industry in India. Total loss to shareholders of 70% over the past year. Reported Earnings • Nov 18
Second quarter 2026 earnings released: EPS: ₹2.09 (vs ₹2.21 in 2Q 2025) Second quarter 2026 results: EPS: ₹2.09 (down from ₹2.21 in 2Q 2025). Revenue: ₹483.6m (up 4.4% from 2Q 2025). Net income: ₹51.9m (down 5.4% from 2Q 2025). Profit margin: 11% (down from 12% in 2Q 2025). The decrease in margin was driven by higher expenses. Annuncio • Nov 14
Essen Speciality Films Limited to Report First Half, 2026 Results on Nov 14, 2025 Essen Speciality Films Limited announced that they will report first half, 2026 results on Nov 14, 2025 Valuation Update With 7 Day Price Move • Oct 07
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to ₹251, the stock trades at a trailing P/E ratio of 57.6x. Average trailing P/E is 41x in the Consumer Durables industry in India. Total loss to shareholders of 41% over the past year. Annuncio • Sep 23
Essen Speciality Films Limited announces Annual dividend, payable on October 27, 2025 Essen Speciality Films Limited announced Annual dividend of INR 1.0000 per share payable on October 27, 2025, ex-date on September 19, 2025 and record date on September 19, 2025. Declared Dividend • Sep 04
Dividend of ₹1.00 announced Shareholders will receive a dividend of ₹1.00. Ex-date: 18th September 2025 Payment date: 27th October 2025 Dividend yield will be 0.3%, which is lower than the industry average of 0.5%. Sustainability & Growth Dividend is covered by earnings (21% 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 company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend. Valuation Update With 7 Day Price Move • Sep 03
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₹333, the stock trades at a trailing P/E ratio of 76.6x. Average trailing P/E is 41x in the Consumer Durables industry in India. Total returns to shareholders of 34% over the past year. Annuncio • Sep 02
Essen Speciality Films Limited, Annual General Meeting, Sep 27, 2025 Essen Speciality Films Limited, Annual General Meeting, Sep 27, 2025, at 11:30 Indian Standard Time. Location: rajoo avenue, survey no. 210, plot no.1, industrial area, veraval (shapar), rajkot, gujarat - 360024, rajkot India New Risk • Sep 02
New minor risk - Dividend sustainability The dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.3% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (6.0% net profit margin). New Risk • Jul 30
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 7.0% 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 Share price has been volatile over the past 3 months (7.0% average weekly change). Profit margins are more than 30% lower than last year (6.0% net profit margin). Reported Earnings • Jul 29
First quarter 2026 earnings released: EPS: ₹0.72 (vs ₹0.95 in 1Q 2025) First quarter 2026 results: EPS: ₹0.72 (down from ₹0.95 in 1Q 2025). Revenue: ₹411.6m (up 19% from 1Q 2025). Net income: ₹17.8m (down 25% from 1Q 2025). Profit margin: 4.3% (down from 6.9% in 1Q 2025). The decrease in margin was driven by higher expenses. New Risk • May 08
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: 6.7% Last year net profit margin: 10.0% 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 High level of non-cash earnings (31% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (8.7% average weekly change). Profit margins are more than 30% lower than last year (6.7% net profit margin). Significant insider selling over the past 3 months (₹203m sold). Valuation Update With 7 Day Price Move • May 07
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to ₹446, the stock trades at a trailing P/E ratio of 64x. Average trailing P/E is 44x in the Consumer Durables industry in India. Total returns to shareholders of 244% over the past year. Valuation Update With 7 Day Price Move • Apr 04
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to ₹514, the stock trades at a trailing P/E ratio of 73.8x. Average trailing P/E is 42x in the Consumer Durables industry in India. Total returns to shareholders of 229% over the past year. Recent Insider Transactions • Mar 08
Chief Financial Officer recently sold ₹327k worth of stock On the 4th of March, Jayantilal Jhalavadia sold around 720 shares on-market at roughly ₹454 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹201m. Jayantilal has been a net seller over the last 12 months, reducing personal holdings by ₹1.8m. Recent Insider Transactions • Feb 25
Chief Financial Officer recently sold ₹553k worth of stock On the 20th of February, Jayantilal Jhalavadia sold around 1k shares on-market at roughly ₹512 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹201m. Jayantilal has been a net seller over the last 12 months, reducing personal holdings by ₹1.5m. Recent Insider Transactions • Feb 15
Chairman & Wholetime Director recently sold ₹201m worth of stock On the 11th of February, Pallav Doshi sold around 446k shares on-market at roughly ₹450 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Pallav has been a net seller over the last 12 months, reducing personal holdings by ₹230m. New Risk • Feb 11
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 7.7% 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: Minor Risks Share price has been volatile over the past 3 months (7.7% average weekly change). Significant insider selling over the past 3 months (₹30m sold). Valuation Update With 7 Day Price Move • Feb 11
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to ₹450, the stock trades at a trailing P/E ratio of 64.7x. Average trailing P/E is 45x in the Consumer Durables industry in India. Total returns to shareholders of 178% over the past year. New Risk • Feb 04
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: ₹30m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company. Recent Insider Transactions • Feb 04
Chairman & Wholetime Director recently sold ₹18m worth of stock On the 30th of January, Pallav Doshi sold around 33k shares on-market at roughly ₹552 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Pallav has been a net seller over the last 12 months, reducing personal holdings by ₹29m. Annuncio • Jan 25
Essen Speciality Films Limited to Report Q3, 2025 Results on Jan 24, 2025 Essen Speciality Films Limited announced that they will report Q3, 2025 results on Jan 24, 2025 Board Change • Dec 04
Less than half of directors are independent There are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Shital Badshah was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Annuncio • Nov 29
Essen Speciality Films Limited Approves the Appointment of Utkarsh R. Doshi as an Executive Director Essen Speciality Films Limited approved the Appointment of Mr. Utkarsh R. Doshi as an Executive Director of the Company. Recent Insider Transactions • Nov 20
Chief Financial Officer recently sold ₹437k worth of stock On the 13th of November, Jayantilal Jhalavadia sold around 600 shares on-market at roughly ₹728 per share. This transaction amounted to 10.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Jayantilal's only on-market trade for the last 12 months. Reported Earnings • Oct 29
Second quarter 2025 earnings released: EPS: ₹2.65 (vs ₹2.01 in 2Q 2024) Second quarter 2025 results: EPS: ₹2.65 (up from ₹2.01 in 2Q 2024). Revenue: ₹470.8m (up 39% from 2Q 2024). Net income: ₹54.8m (up 34% from 2Q 2024). Profit margin: 12% (in line with 2Q 2024). Valuation Update With 7 Day Price Move • Sep 26
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹416, the stock trades at a trailing P/E ratio of 66.2x. Average trailing P/E is 56x in the Consumer Durables industry in India. Total returns to shareholders of 219% over the past year. Recent Insider Transactions • Sep 21
Insider recently bought ₹1.3m worth of stock On the 17th of September, Khushboo Doshi bought around 4k shares on-market at roughly ₹361 per share. This transaction increased Khushboo Doshi's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₹4.1m more in shares than they have sold in the last 12 months. Annuncio • Sep 13
Essen Speciality Films Limited, Annual General Meeting, Sep 28, 2024 Essen Speciality Films Limited, Annual General Meeting, Sep 28, 2024, at 11:00 Indian Standard Time. Location: rajoo avenue, survey no. 210, plot no.1, industrial area, veraval (shapar), rajkot, gujarat - 360024, rajkot India Valuation Update With 7 Day Price Move • Sep 11
Investor sentiment improves as stock rises 28% After last week's 28% share price gain to ₹381, the stock trades at a trailing P/E ratio of 60.7x. Average trailing P/E is 56x in the Consumer Durables industry in India. Total returns to shareholders of 167% over the past year. New Risk • Aug 28
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 9.3% 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (9.3% average weekly change). Market cap is less than US$100m (₹4.08b market cap, or US$48.5m). Valuation Update With 7 Day Price Move • Aug 28
Investor sentiment improves as stock rises 35% After last week's 35% share price gain to ₹197, the stock trades at a trailing P/E ratio of 31.4x. Average trailing P/E is 52x in the Consumer Durables industry in India. Total returns to shareholders of 35% over the past year. Reported Earnings • Aug 13
First quarter 2025 earnings released: EPS: ₹1.14 (vs ₹2.01 in 1Q 2024) First quarter 2025 results: EPS: ₹1.14 (down from ₹2.01 in 1Q 2024). Revenue: ₹352.1m (up 3.6% from 1Q 2024). Net income: ₹23.7m (down 42% from 1Q 2024). Profit margin: 6.7% (down from 12% in 1Q 2024). The decrease in margin was driven by higher expenses. Valuation Update With 7 Day Price Move • Jun 26
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹169, the stock trades at a trailing P/E ratio of 24.6x. Average trailing P/E is 48x in the Consumer Durables industry in India. New Risk • May 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 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 Share price has been volatile over the past 3 months (7.8% average weekly change). Market cap is less than US$100m (₹3.13b market cap, or US$37.6m). Valuation Update With 7 Day Price Move • May 07
Investor sentiment deteriorates as stock falls 22% After last week's 22% share price decline to ₹154, the stock trades at a trailing P/E ratio of 22.4x. Average trailing P/E is 44x in the Consumer Durables industry in India. Reported Earnings • May 02
Full year 2024 earnings released: EPS: ₹7.28 (vs ₹8.36 in FY 2023) Full year 2024 results: EPS: ₹7.28. Revenue: ₹1.45b (up 22% from FY 2023). Net income: ₹142.4m (up 6.5% from FY 2023). Profit margin: 9.8% (down from 11% in FY 2023). The decrease in margin was driven by higher expenses. Reported Earnings • Jan 14
Third quarter 2024 earnings released: EPS: ₹2.20 (vs ₹4.05 in 3Q 2023) Third quarter 2024 results: EPS: ₹2.20 (down from ₹4.05 in 3Q 2023). Revenue: ₹379.3m (up 5.3% from 3Q 2023). Net income: ₹45.6m (down 30% from 3Q 2023). Profit margin: 12% (down from 18% in 3Q 2023). The decrease in margin was driven by higher expenses. New Risk • Nov 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 Indian stocks, typically moving 7.5% 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: Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Market cap is less than US$100m (₹4.52b market cap, or US$54.3m). Valuation Update With 7 Day Price Move • Nov 29
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹219, the stock trades at a trailing P/E ratio of 24.6x. Average trailing P/E is 45x in the Consumer Durables industry in India. Valuation Update With 7 Day Price Move • Oct 31
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹169, the stock trades at a trailing P/E ratio of 26.2x. Average trailing P/E is 44x in the Consumer Durables industry in India.