Annuncio • Apr 29
AGI Greenpac Limited announces Annual dividend, payable on October 22, 2026 AGI Greenpac Limited announced Annual dividend of INR 7.0000 per share payable on October 22, 2026, ex-date on September 15, 2026 and record date on September 15, 2026. Reported Earnings • Apr 29
Full year 2026 earnings released: EPS: ₹54.35 (vs ₹49.83 in FY 2025) Full year 2026 results: EPS: ₹54.35 (up from ₹49.83 in FY 2025). Revenue: ₹27.6b (up 9.2% from FY 2025). Net income: ₹3.52b (up 9.1% from FY 2025). Profit margin: 13% (in line with FY 2025). Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 17% per year. Annuncio • Apr 28
AGI Greenpac Limited, Annual General Meeting, Sep 22, 2026 AGI Greenpac Limited, Annual General Meeting, Sep 22, 2026, at 12:30 Indian Standard Time. Valuation Update With 7 Day Price Move • Apr 28
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₹673, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 17x in the Packaging industry in India. Total returns to shareholders of 66% over the past three years. Annuncio • Apr 20
AGI Greenpac Limited to Report Q4, 2026 Results on Apr 27, 2026 AGI Greenpac Limited announced that they will report Q4, 2026 results at 12:15 PM, Indian Standard Time on Apr 27, 2026 Reported Earnings • Jan 29
Third quarter 2026 earnings released: EPS: ₹11.04 (vs ₹13.99 in 3Q 2025) Third quarter 2026 results: EPS: ₹11.04 (down from ₹13.99 in 3Q 2025). Revenue: ₹6.37b (down 3.2% from 3Q 2025). Net income: ₹714.5m (down 21% from 3Q 2025). Profit margin: 11% (down from 14% in 3Q 2025). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Packaging industry in India. 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 27% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Jan 21
AGI Greenpac Limited to Report Q3, 2026 Results on Jan 28, 2026 AGI Greenpac Limited announced that they will report Q3, 2026 results on Jan 28, 2026 Reported Earnings • Oct 20
Second quarter 2026 earnings released: EPS: ₹11.75 (vs ₹11.14 in 2Q 2025) Second quarter 2026 results: EPS: ₹11.75 (up from ₹11.14 in 2Q 2025). Revenue: ₹6.02b (flat on 2Q 2025). Net income: ₹759.8m (up 5.4% from 2Q 2025). Profit margin: 13% (in line with 2Q 2025). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Packaging industry in India. 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 36% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Oct 13
AGI Greenpac Limited to Report Q2, 2026 Results on Oct 18, 2025 AGI Greenpac Limited announced that they will report Q2, 2026 results at 12:15 PM, Indian Standard Time on Oct 18, 2025 Upcoming Dividend • Aug 15
Upcoming dividend of ₹7.00 per share Eligible shareholders must have bought the stock before 22 August 2025. Payment date: 05 September 2025. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Indian dividend payers (1.3%). In line with average of industry peers (0.9%). Reported Earnings • Jul 22
First quarter 2026 earnings released: EPS: ₹13.73 (vs ₹9.77 in 1Q 2025) First quarter 2026 results: EPS: ₹13.73 (up from ₹9.77 in 1Q 2025). Revenue: ₹7.21b (up 27% from 1Q 2025). Net income: ₹888.5m (up 41% from 1Q 2025). Profit margin: 12% (up from 11% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Jul 21
AGI Greenpac Limited Announces Product Launch AGI Greenpac Limited at its Board of Directors meeting held on 21 July, 2025, approved diversification of the Company's business into manufacturing of Aluminum Beverages Cans. Name of the Product: Aluminum Beverage Cans. Category of the product: Liquid Packaging, Whether caters to domestic/international market: Domestic market. The Company will be building a new facility in State of Uttar Pradesh to produce 1.6 billion aluminum beverage cans. This will be done in two stages: the first stage, which adds 950 million cans, is planned to start by third quarter of the financial year 2027-28, and the rest will be implemented by March 2030. Annuncio • Jul 14
AGI Greenpac Limited to Report Q1, 2026 Results on Jul 21, 2025 AGI Greenpac Limited announced that they will report Q1, 2026 results on Jul 21, 2025 Declared Dividend • May 16
Dividend increased to ₹7.00 Dividend of ₹7.00 is 17% higher than last year. Ex-date: 12th September 2025 Payment date: 19th October 2025 Dividend yield will be 0.8%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 49% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • May 15
Full year 2025 earnings released: EPS: ₹49.83 (vs ₹38.85 in FY 2024) Full year 2025 results: EPS: ₹49.83 (up from ₹38.85 in FY 2024). Revenue: ₹26.0b (up 7.5% from FY 2024). Net income: ₹3.22b (up 28% from FY 2024). Profit margin: 12% (up from 10% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • May 10
AGI Greenpac Limited to Report Q4, 2025 Results on May 14, 2025 AGI Greenpac Limited announced that they will report Q4, 2025 results on May 14, 2025 Valuation Update With 7 Day Price Move • Mar 24
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹765, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 20x in the Packaging industry in India. Total returns to shareholders of 154% over the past three years. Buy Or Sell Opportunity • Feb 27
Now 24% undervalued after recent price drop Over the last 90 days, the stock has fallen 32% to ₹656. The fair value is estimated to be ₹858, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 26%. Buy Or Sell Opportunity • Jan 30
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 23% to ₹736. The fair value is estimated to be ₹937, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 26%. New Risk • Jan 29
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 8.2% 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 (8.2% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Valuation Update With 7 Day Price Move • Jan 29
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to ₹780, the stock trades at a trailing P/E ratio of 17.4x. Average trailing P/E is 24x in the Packaging industry in India. Total returns to shareholders of 130% over the past three years. Reported Earnings • Jan 21
Third quarter 2025 earnings released: EPS: ₹13.99 (vs ₹10.37 in 3Q 2024) Third quarter 2025 results: EPS: ₹13.99 (up from ₹10.37 in 3Q 2024). Revenue: ₹6.58b (up 5.8% from 3Q 2024). Net income: ₹905.1m (up 44% from 3Q 2024). Profit margin: 14% (up from 10% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Jan 13
AGI Greenpac Limited to Report Q3, 2025 Results on Jan 20, 2025 AGI Greenpac Limited announced that they will report Q3, 2025 results on Jan 20, 2025 Buy Or Sell Opportunity • Jan 07
Now 23% overvalued after recent price rise Over the last 90 days, the stock has risen 15% to ₹1,071. The fair value is estimated to be ₹870, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 30%. Annuncio • Dec 28
AGI Greenpac Limited Announces Directors Appointments AGI Greenpac Ltd. announced that at the postal ballot through remote e-voting on December 26, 2024 duly declared by the Company on December 27, 2024; approved the Appointment of Dr. Laveesh Bhandari as an Independent Director of the Company and approved the Appointment of Mr. Nand Gopal Khaitan (DIN:00020588) as a Non-Executive Non-Independent Director of the company. New Risk • Dec 19
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 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 (7.7% average weekly change). Valuation Update With 7 Day Price Move • Dec 02
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₹1,053, the stock trades at a trailing P/E ratio of 25.5x. Average trailing P/E is 26x in the Packaging industry in India. Total returns to shareholders of 417% over the past three years. Buy Or Sell Opportunity • Dec 02
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 15% to ₹1,053. The fair value is estimated to be ₹870, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 30%. Reported Earnings • Nov 12
Second quarter 2025 earnings released: EPS: ₹11.14 (vs ₹8.68 in 2Q 2024) Second quarter 2025 results: EPS: ₹11.14 (up from ₹8.68 in 2Q 2024). Revenue: ₹5.99b (down 2.6% from 2Q 2024). Net income: ₹720.7m (up 28% from 2Q 2024). Profit margin: 12% (up from 9.1% in 2Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Oct 31
AGI Greenpac Limited to Report Q2, 2025 Results on Nov 07, 2024 AGI Greenpac Limited announced that they will report Q2, 2025 results on Nov 07, 2024 Annuncio • Sep 18
AGI Greenpac Limited Announces Cessation of Directors AGI Greenpac Limited announced that Mr. Vijay Kumar Bhandari (DIN: 00052716) and Mr. Nand Gopal Khaitan (DIN: 00020588), have completed their second term as an Independent Director(s) and consequently they will be ceased to be Director(s) of the Company with effect from the conclusion of the 64th Annual General Meeting held 18th September 2024. Upcoming Dividend • Sep 04
Upcoming dividend of ₹6.00 per share Eligible shareholders must have bought the stock before 11 September 2024. Payment date: 25 September 2024. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Indian dividend payers (1.0%). In line with average of industry peers (0.7%). Board Change • Sep 04
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. 3 experienced directors. 5 highly experienced directors. Independent Director Rakesh Sarin 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. Annuncio • Aug 27
AGI Greenpac Limited Recommends Dividend for the Financial Year Ended March 31, 2024, Payable on September 25, 2024 AGI Greenpac Limited Directors have recommended a dividend of INR 6/- (i.e. 300%) per equity share (last year INR 5/- (i.e. 250%)
per equity share) on each equity share of INR 2/- for the financial year ended 31 March 2024, amounting to INR 388.184 million subject to deduction of income tax at source, as applicable. The dividend payout is subject to approval of members at the upcoming Annual General
Meeting of the Company. The dividend will be paid to those shareholders whose names appear in the Register of Members/List of Beneficial
Owners (as furnished by National Securities Depository Limited and Central Depository Services (India) Limited) as on 11 September 2024. Annual General Meeting to be held on 18 September 2024 and the same will be credited/dispatched on or before 25 September 2024 to the shareholders entitled for the same. Annuncio • Jul 30
AGI Greenpac Limited Announces Resignation of Ashoka Rao Manikala as President - General Administration AGI Greenpac Limited informed that Mr. Ashoka Rao Manikala, has resigned as President - General Administration of the Company effective from 29 July, 2024. Annuncio • Jul 23
AGI Greenpac Limited to Report Q1, 2025 Results on Jul 29, 2024 AGI Greenpac Limited announced that they will report Q1, 2025 results on Jul 29, 2024 Annuncio • Jun 06
AGI Greenpac Limited Files an Appeal with the Hon'ble Securities and Appellate Tribunal Against an Adjudication Order Issued by Securities and Exchange Board of India AGI Greenpac Limited announced reference to its earlier disclosure dated May 1, 2024, wherein the company had informed that the Securities and Exchange Board of India (‘SEBI’) issued an Adjudication Order no. ORDER/BM/RK/2024-25/30315 dated April 30, 2024 (‘Order’), under Section 15-I of the SEBI Act, 1992, read with Rule 5 of SEBI (Procedure for Holding Inquiry and Imposing Penalties) Rules, 1995. This Order imposes a penalty of INR 500,000 on the Company for alleged violation of provisions of the LODR Regulations. Further, the company had informed that it is currently evaluating the aforementioned Order in consultation with its legal advisors. In this regard, the company informed that it has on June 4, 2024 filed an appeal with the Hon'ble Securities and Appellate Tribunal (‘Hon'ble SAT’) against the aforementioned Order. Any material developments in this regard will be disclosed with reference to and in continuation of this disclosure. Reported Earnings • May 04
Full year 2024 earnings: EPS and revenues miss analyst expectations Full year 2024 results: EPS: ₹38.85 (up from ₹38.45 in FY 2023). Revenue: ₹24.5b (up 7.2% from FY 2023). Net income: ₹2.51b (up 1.0% from FY 2023). Profit margin: 10% (in line with FY 2023). Revenue missed analyst estimates by 8.5%. Earnings per share (EPS) also missed analyst estimates by 8.7%. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • Apr 09
Now 21% overvalued The stock has been flat over the last 90 days, currently trading at ₹867. The fair value is estimated to be ₹718, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 45%. Revenue is forecast to grow by 19% in a year. Earnings are forecast to grow by 30% in the next year. Valuation Update With 7 Day Price Move • Apr 05
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹851, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 18x in the Packaging industry in India. Total returns to shareholders of 429% over the past three years. Buy Or Sell Opportunity • Mar 01
Now 23% overvalued Over the last 90 days, the stock has fallen 6.9% to ₹884. The fair value is estimated to be ₹718, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 45%. Revenue is forecast to grow by 19% in a year. Earnings are forecast to grow by 30% in the next year. Reported Earnings • Feb 07
Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behind Third quarter 2024 results: EPS: ₹10.37 (up from ₹8.21 in 3Q 2023). Revenue: ₹6.25b (up 10% from 3Q 2023). Net income: ₹628.2m (up 18% from 3Q 2023). Profit margin: 10.0% (in line with 3Q 2023). Revenue missed analyst estimates by 8.9%. Earnings per share (EPS) exceeded analyst estimates by 1.7%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has increased by 69% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • Feb 07
Now 24% overvalued Over the last 90 days, the stock has fallen 12% to ₹855. The fair value is estimated to be ₹687, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 45%. Revenue is forecast to grow by 19% in a year. Earnings are forecast to grow by 30% in the next year. Annuncio • Feb 06
AGI Greenpac Limited Appoints Ompal as Company Secretary and Compliance Officer The Board of Directors of AGI Greenpac Limited at its meeting held 6th February, 2024, based on the recommendation of Nomination and Remuneration Committee, has approved the appointment of Mr. Ompal (ICSI Membership No. A30926) as the Company Secretary and Compliance Officer of the Company w.e.f. 6th February, 2024 who shall be the Key Managerial Personnel as per the provisions of the Companies Act, 2013 and SEBI Listing Regulations. Mr. Ompal is an associate member of the Institute of Company Secretaries of India, a graduate in Law and holds bachelor's degree in commerce with over 11 years of experience in Secretarial & Legal. He further has a rich and varied experience in handling of various significant corporate actions like Mergers, Rights Issue, QIP, Bonus Issue, formation of Joint Venture companies. Annuncio • Jan 31
AGI Greenpac Limited to Report Q3, 2024 Results on Feb 06, 2024 AGI Greenpac Limited announced that they will report Q3, 2024 results on Feb 06, 2024 Annuncio • Nov 10
AGI Greenpac Limited Announces Resignation of Pulkit Bhasin as Company Secretary and Compliance Officer AGI Greenpac Limited announced that Mr. Pulkit Bhasin has tendered his resignation as the Company Secretary and Compliance Officer of the Company to explore opportunities outside the organization with effect from the close of business hours of 10th November, 2023. The resignation letter is enclosed herewith. Reported Earnings • Oct 28
Second quarter 2024 earnings released: EPS: ₹8.68 (vs ₹5.25 in 2Q 2023) Second quarter 2024 results: EPS: ₹8.68 (up from ₹5.25 in 2Q 2023). Revenue: ₹6.20b (up 21% from 2Q 2023). Net income: ₹561.4m (up 65% from 2Q 2023). Profit margin: 9.1% (up from 6.6% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has increased by 126% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Oct 20
AGI Greenpac Limited to Report Q2, 2024 Results on Oct 26, 2023 AGI Greenpac Limited announced that they will report Q2, 2024 results on Oct 26, 2023 Valuation Update With 7 Day Price Move • Sep 20
Investor sentiment improves as stock rises 26% After last week's 26% share price gain to ₹872, the stock trades at a trailing P/E ratio of 22.9x. Average trailing P/E is 24x in the Packaging industry in India. Total returns to shareholders of 1,057% over the past three years. Valuation Update With 7 Day Price Move • Aug 17
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹743, the stock trades at a trailing P/E ratio of 19.5x. Average trailing P/E is 22x in the Packaging industry in India. Total returns to shareholders of 1,125% over the past three years. Upcoming Dividend • Aug 17
Upcoming dividend of ₹5.00 per share at 0.7% yield Eligible shareholders must have bought the stock before 24 August 2023. Payment date: 08 September 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Indian dividend payers (1.4%). Lower than average of industry peers (1.0%). New Risk • Jul 26
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 8.9% 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 (8.9% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Reported Earnings • Jul 26
First quarter 2024 earnings released: EPS: ₹9.81 (vs ₹10.17 in 1Q 2023) First quarter 2024 results: EPS: ₹9.81 (down from ₹10.17 in 1Q 2023). Revenue: ₹5.67b (up 8.7% from 1Q 2023). Net income: ₹634.9m (down 3.5% from 1Q 2023). Profit margin: 11% (down from 13% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has increased by 127% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • May 07
Full year 2023 earnings released: EPS: ₹38.46 (vs ₹20.53 in FY 2022) Full year 2023 results: EPS: ₹38.46 (up from ₹20.53 in FY 2022). Revenue: ₹22.8b (up 59% from FY 2022). Net income: ₹2.49b (up 87% from FY 2022). Profit margin: 11% (up from 9.3% in FY 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 increased by 117% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • May 05
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to ₹496, the stock trades at a trailing P/E ratio of 15.5x. Average trailing P/E is 17x in the Packaging industry in India. Total returns to shareholders of 1,004% over the past three years. Annuncio • May 05
AGI Greenpac Limited, Annual General Meeting, Aug 31, 2023 AGI Greenpac Limited, Annual General Meeting, Aug 31, 2023. Agenda: To consider payment of Dividend for the year ended 31st March, 2023. Board Change • Apr 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 5 highly experienced directors. Independent Director Rakesh Sarin 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 29
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to ₹318, the stock trades at a trailing P/E ratio of 9.9x. Average trailing P/E is 14x in the Packaging industry in India. Total returns to shareholders of 717% over the past three years. Recent Insider Transactions • Mar 15
Insider recently bought ₹1.3m worth of stock On the 6th of March, Rajesh Khosla bought around 4k shares on-market at roughly ₹335 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Annuncio • Jan 31
AGI Greenpac Limited Appoints Sandip Somany as Chairman The board of directors of AGI Greenpac Limited has appointed Mr. Sandip Somany as the Chairman of the company with effect from 27th January 2023. Reported Earnings • Jan 30
Third quarter 2023 earnings released: EPS: ₹8.21 (vs ₹4.40 in 3Q 2022) Third quarter 2023 results: EPS: ₹8.21 (up from ₹4.40 in 3Q 2022). Revenue: ₹5.67b (down 11% from 3Q 2022). Net income: ₹532.3m (up 87% from 3Q 2022). Profit margin: 9.4% (up from 4.5% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has increased by 86% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Jan 21
AGI Greenpac Limited to Report Q3, 2023 Results on Jan 27, 2023 AGI Greenpac Limited announced that they will report Q3, 2023 results on Jan 27, 2023 Reported Earnings • Nov 03
Second quarter 2023 earnings released: EPS: ₹5.25 (vs ₹4.70 in 2Q 2022) Second quarter 2023 results: EPS: ₹5.25 (up from ₹4.70 in 2Q 2022). Revenue: ₹5.13b (down 6.2% from 2Q 2022). Net income: ₹339.6m (up 12% from 2Q 2022). Profit margin: 6.6% (up from 5.6% in 2Q 2022). The increase in margin was driven by lower expenses. Annuncio • Oct 22
AGI Greenpac Limited to Report Q2, 2023 Results on Oct 31, 2022 AGI Greenpac Limited announced that they will report Q2, 2023 results on Oct 31, 2022 Valuation Update With 7 Day Price Move • Sep 23
Investor sentiment improved over the past week After last week's 17% share price gain to ₹396, the stock trades at a trailing P/E ratio of 15.7x. Average trailing P/E is 16x in the Packaging industry in India. Total returns to shareholders of 924% over the past three years. Upcoming Dividend • Sep 06
Upcoming dividend of ₹5.00 per share Eligible shareholders must have bought the stock before 13 September 2022. Payment date: 29 September 2022. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of Indian dividend payers (1.6%). Higher than average of industry peers (1.1%). Valuation Update With 7 Day Price Move • Sep 02
Investor sentiment improved over the past week After last week's 18% share price gain to ₹341, the stock trades at a trailing P/E ratio of 13.5x. Average trailing P/E is 14x in the Packaging industry in India. Total returns to shareholders of 675% over the past three years. Reported Earnings • Jul 30
First quarter 2023 earnings released: EPS: ₹10.17 (vs ₹1.74 in 1Q 2022) First quarter 2023 results: EPS: ₹10.17 (up from ₹1.74 in 1Q 2022). Net income: ₹657.8m (up 484% from 1Q 2022). Annuncio • Jul 22
AGI Greenpac Limited to Report Q1, 2023 Results on Jul 28, 2022 AGI Greenpac Limited announced that they will report Q1, 2023 results on Jul 28, 2022 Valuation Update With 7 Day Price Move • Jul 21
Investor sentiment improved over the past week After last week's 16% share price gain to ₹236, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 14x in the Packaging industry in India. Total returns to shareholders of 304% over the past three years. Valuation Update With 7 Day Price Move • May 18
Investor sentiment deteriorated over the past week After last week's 17% share price decline to ₹242, the stock trades at a trailing P/E ratio of 13.5x. Average trailing P/E is 14x in the Packaging industry in India. Total returns to shareholders of 247% over the past three years. Reported Earnings • May 14
Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2022 results: EPS: ₹88.07 (up from ₹12.71 in FY 2021). Revenue: ₹14.3b (down 23% from FY 2021). Net income: ₹1.16b (up 32% from FY 2021). Profit margin: 8.1% (up from 4.7% in FY 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 45%. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Apr 19
Investor sentiment improved over the past week After last week's 15% share price gain to ₹359, the stock trades at a trailing P/E ratio of 22.5x. Average trailing P/E is 28x in the Building industry in India. Total returns to shareholders of 412% over the past three years. Valuation Update With 7 Day Price Move • Feb 24
Investor sentiment deteriorated over the past week After last week's 15% share price decline to ₹260, the stock trades at a trailing P/E ratio of 16.3x. Average trailing P/E is 28x in the Building industry in India. Total returns to shareholders of 340% over the past three years. Reported Earnings • Jan 28
Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behind Third quarter 2022 results: EPS: ₹4.40 (down from ₹5.08 in 3Q 2021). Revenue: ₹6.45b (up 19% from 3Q 2021). Net income: ₹284.9m (down 21% from 3Q 2021). Profit margin: 4.4% (down from 6.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 45%. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jan 21
Investor sentiment improved over the past week After last week's 36% share price gain to ₹318, the stock trades at a trailing P/E ratio of 18.6x. Average trailing P/E is 29x in the Building industry in India. Total returns to shareholders of 408% over the past three years. Annuncio • Jan 17
Brilloca Limited agreed to acquire Building Products Manufacturing Undertaking from HSIL Limited (BSE:500187) for INR 6.3 billion. Brilloca Limited agreed to acquire Building Products Manufacturing Undertaking from HSIL Limited (BSE:500187) for INR 6.3 billion on January 15, 2022. For the year ended March 31, 2021, the BPD undertaking of HSIL reported INR 5.9 billion in revenues. The transaction has been approved by Board of Directors of both Brilloca & HSIL, approved by the audit committee of HSIL and is subject to approval of the shareholders of Brilloca & HSIL, lenders approval and in accordance with the other provisions of the business transfer agreement to be executed between HSIL and Brilloca. The transaction is expected to close by March 31, 2022. Ernst & Young acted fairness opinion provider to Brilloca and AZB & Partners acted as legal advisor to Brilloca. Recent Insider Transactions • Nov 26
Board Member recently sold ₹10m worth of stock On the 22nd of November, Girdhari Sultania sold around 50k shares on-market at roughly ₹202 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹20m more than they bought in the last 12 months. Valuation Update With 7 Day Price Move • Nov 22
Investor sentiment deteriorated over the past week After last week's 16% share price decline to ₹202, the stock trades at a trailing P/E ratio of 11.8x. Average trailing P/E is 28x in the Building industry in India. Total returns to shareholders of 244% over the past three years. Reported Earnings • Nov 01
Second quarter 2022 earnings released: EPS ₹4.70 (vs ₹5.04 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: ₹5.46b (up 28% from 2Q 2021). Net income: ₹304.1m (down 17% from 2Q 2021). Profit margin: 5.6% (down from 8.6% in 2Q 2021). The decrease in margin was driven by higher expenses. Valuation Update With 7 Day Price Move • Oct 27
Investor sentiment improved over the past week After last week's 17% share price gain to ₹257, the stock trades at a trailing P/E ratio of 14.3x. Average trailing P/E is 32x in the Building industry in India. Total returns to shareholders of 307% over the past three years. Upcoming Dividend • Sep 08
Upcoming dividend of ₹4.00 per share Eligible shareholders must have bought the stock before 15 September 2021. Payment date: 29 September 2021. Trailing yield: 1.8%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.4%). Reported Earnings • Jul 29
First quarter 2022 earnings released: EPS ₹1.74 (vs ₹1.32 in 1Q 2021) The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2022 results: Revenue: ₹4.20b (up 24% from 1Q 2021). Net income: ₹112.6m (up 18% from 1Q 2021). Profit margin: 2.7% (down from 2.8% in 1Q 2021). The decrease in margin was driven by higher expenses. Valuation Update With 7 Day Price Move • Jun 26
Investor sentiment improved over the past week After last week's 16% share price gain to ₹251, the stock trades at a trailing P/E ratio of 19.7x. Average trailing P/E is 30x in the Building industry in India. Total returns to shareholders of 179% over the past three years. Valuation Update With 7 Day Price Move • May 30
Investor sentiment improved over the past week After last week's 16% share price gain to ₹235, the stock trades at a trailing P/E ratio of 18.5x. Average trailing P/E is 31x in the Building industry in India. Total returns to shareholders of 163% over the past three years. Reported Earnings • May 12
Full year 2021 earnings released: EPS ₹12.71 (vs ₹6.70 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹18.8b (up 1.1% from FY 2020). Net income: ₹880.6m (up 82% from FY 2020). Profit margin: 4.7% (up from 2.6% in FY 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings. Valuation Update With 7 Day Price Move • May 11
Investor sentiment improved over the past week After last week's 37% share price gain to ₹208, the stock trades at a trailing P/E ratio of 25.3x. Average trailing P/E is 29x in the Building industry in India. Total returns to shareholders of 108% over the past three years. Annuncio • May 11
HSIL Limited Recommends Dividend for the Year Ended 31 March, 2021 HSIL Limited announced that the Board has recommended payment of Dividend at 200% that is INR 4 per equity share of INR 2 each for the year ended 31 March, 2021 subject to the approval of the Shareholders at the 61st Annual General Meeting scheduled to be held on 24 September, 2021 and will be credited/dispatched on or before 29 September, 2021 to the shareholders entitled for the same. Is New 90 Day High Low • Feb 08
New 90-day high: ₹182 The company is up 124% from its price of ₹81.25 on 10 November 2020. The Indian market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Building industry, which is up 49% over the same period. Valuation Update With 7 Day Price Move • Feb 06
Investor sentiment improved over the past week After last week's 28% share price gain to ₹172, the stock is trading at a trailing P/E ratio of 21x, up from the previous P/E ratio of 16.5x. This compares to an average P/E of 22x in the Building industry in India. Total returns to shareholders over the past three years are 54%. Annuncio • Jan 22
HSIL Limited to Report Q3, 2021 Results on Jan 28, 2021 HSIL Limited announced that they will report Q3, 2021 results on Jan 28, 2021 Is New 90 Day High Low • Jan 21
New 90-day high: ₹127 The company is up 72% from its price of ₹74.05 on 23 October 2020. The Indian market is up 24% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Building industry, which is up 37% over the same period. Valuation Update With 7 Day Price Move • Dec 29
Investor sentiment improved over the past week After last week's 16% share price gain to ₹122, the stock is trading at a trailing P/E ratio of 23.1x, up from the previous P/E ratio of 19.9x. This compares to an average P/E of 20x in the Building industry in India. Total return to shareholders over the past three years is a loss of 8.2%.