New Risk • Feb 25
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: Major Risk Earnings have declined by 48% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.5% average weekly change). Reported Earnings • Feb 18
Third quarter 2026 earnings released: ₹22.86 loss per share (vs ₹0.94 profit in 3Q 2025) Third quarter 2026 results: ₹22.86 loss per share (down from ₹0.94 profit in 3Q 2025). Revenue: ₹3.72b (down 73% from 3Q 2025). Net loss: ₹995.8m (down ₹1.04b from profit in 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance. Annuncio • Feb 10
Jindal Poly Films Limited to Report Q3, 2026 Results on Feb 13, 2026 Jindal Poly Films Limited announced that they will report Q3, 2026 results on Feb 13, 2026 Reported Earnings • Jan 06
Second quarter 2026 earnings released: ₹2.11 loss per share (vs ₹26.63 profit in 2Q 2025) Second quarter 2026 results: ₹2.11 loss per share (down from ₹26.63 profit in 2Q 2025). Revenue: ₹4.10b (down 69% from 2Q 2025). Net loss: ₹92.2m (down 108% from profit in 2Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance. Annuncio • Dec 26
Jindal Poly Films Limited to Report Q2, 2026 Results on Dec 31, 2025 Jindal Poly Films Limited announced that they will report Q2, 2026 results at 3:30 PM, Indian Standard Time on Dec 31, 2025 Annuncio • Nov 04
Jindal Poly Films Limited to Report Q2, 2026 Results on Nov 14, 2025 Jindal Poly Films Limited announced that they will report Q2, 2026 results at 3:30 PM, Indian Standard Time on Nov 14, 2025 Annuncio • Sep 08
Jindal Poly Films Limited, Annual General Meeting, Sep 30, 2025 Jindal Poly Films Limited, Annual General Meeting, Sep 30, 2025, at 13:00 Indian Standard Time. Location: hotel natraj, kala aam, delhi rd, civil lines, bulandshahr, uttar pradesh- 203001., bulandshahr India Declared Dividend • Sep 08
Dividend increased to ₹5.90 Dividend of ₹5.90 is 7.3% higher than last year. Ex-date: 23rd September 2025 Payment date: 1st January 1970 Dividend yield will be 1.0%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (22% 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 increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to decline by 75% to shift the payout ratio to a potentially unsustainable range, which is more than the 34% EPS decline seen over the last 5 years. Annuncio • Aug 09
Jindal Poly Films Limited to Report Q1, 2026 Results on Aug 14, 2025 Jindal Poly Films Limited announced that they will report Q1, 2026 results on Aug 14, 2025 Reported Earnings • Jul 23
Full year 2025 earnings released: EPS: ₹26.27 (vs ₹16.33 in FY 2024) Full year 2025 results: EPS: ₹26.27 (up from ₹16.33 in FY 2024). Revenue: ₹57.4b (up 46% from FY 2024). Net income: ₹1.15b (up 61% from FY 2024). Profit margin: 2.0% (up from 1.8% in FY 2024). 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 16
Jindal Poly Films Limited to Report Q4, 2025 Results on Jul 22, 2025 Jindal Poly Films Limited announced that they will report Q4, 2025 results at 3:30 PM, Indian Standard Time on Jul 22, 2025 Annuncio • May 20
Jindal Poly Films Limited to Report Q4, 2025 Results on May 30, 2025 Jindal Poly Films Limited announced that they will report Q4, 2025 results on May 30, 2025 Annuncio • May 01
Jindal Poly Films Limited (BSE:500227) agreed to acquire an additional stake in Enerlite Solar Films India Private Limited Jindal Poly Films Limited (BSE:500227) agreed to acquire an additional stake in Enerlite Solar Films India Private Limited on April 30, 2025. A cash consideration will be paid by Jindal Poly Films Limited. As part of consideration, an undisclosed value is paid towards common equity of Enerlite Solar Films India Private Limited.
For the period ending March 31, 2025, Enerlite Solar Films India Private Limited reported total revenue of INR 280 million.
The transaction is expected to close within April 30, 2025 to October 30, 2025. New Risk • Feb 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 7.8% 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). Large one-off items impacting financial results. Reported Earnings • Feb 15
Third quarter 2025 earnings released: EPS: ₹0.94 (vs ₹4.44 loss in 3Q 2024) Third quarter 2025 results: EPS: ₹0.94 (up from ₹4.44 loss in 3Q 2024). Revenue: ₹13.8b (up 40% from 3Q 2024). Net income: ₹41.1m (up ₹235.4m from 3Q 2024). Profit margin: 0.3% (up from net loss in 3Q 2024). 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 • Feb 07
Jindal Poly Films Limited to Report Q3, 2025 Results on Feb 14, 2025 Jindal Poly Films Limited announced that they will report Q3, 2025 results on Feb 14, 2025 Valuation Update With 7 Day Price Move • Feb 04
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹880, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 28x in the Chemicals industry in India. Total loss to shareholders of 30% over the past three years. Valuation Update With 7 Day Price Move • Dec 02
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹946, the stock trades at a trailing P/E ratio of 16.8x. Average trailing P/E is 33x in the Chemicals industry in India. Total loss to shareholders of 14% over the past three years. Reported Earnings • Nov 16
Second quarter 2025 earnings released: EPS: ₹26.63 (vs ₹2.78 in 2Q 2024) Second quarter 2025 results: EPS: ₹26.63 (up from ₹2.78 in 2Q 2024). Revenue: ₹15.8b (up 53% from 2Q 2024). Net income: ₹1.17b (up ₹1.04b from 2Q 2024). Profit margin: 7.4% (up from 1.2% in 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance. Annuncio • Nov 09
Jindal Poly Films Limited to Report Q2, 2025 Results on Nov 14, 2024 Jindal Poly Films Limited announced that they will report Q2, 2025 results on Nov 14, 2024 Valuation Update With 7 Day Price Move • Oct 14
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹818, the stock trades at a trailing P/E ratio of 25.2x. Average trailing P/E is 35x in the Chemicals industry in India. Total loss to shareholders of 21% over the past three years. Annuncio • Sep 10
Jindal Poly Films Limited Proposes Final Dividend for the Year Ended March 31, 2024, Payable on or Before October 5, 2024 Jindal Poly Films Limited proposed final dividend for the year ended 31st March 2024, at the rate of INR 5.50 per equity share on each fully paid-up equity share of the company, be and is hereby declared for the financial year 31st March, 2024, and the same be paid as recommended by the Board of Directors of the company, out of the profits of the company for the financial year ended 31st March, 2024. The Dividend, if approved, will be payable on or before Saturday, 5th October, 2024. Pursuant to the provisions of section 91 of the Act and Regulation 42 of the Listing Regulations, the Company has fixed Monday 23rd September 2024 as the `Record Date' for the purpose of determining the members eligible to receive dividend for the financial year 2023-24. Declared Dividend • Sep 07
Dividend increased to ₹5.50 Dividend of ₹5.50 is 28% higher than last year. Ex-date: 23rd September 2024 Payment date: 30th October 2024 Dividend yield will be 0.7%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (34% 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 increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 1.5% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Annuncio • Sep 06
Jindal Poly Films Limited, Annual General Meeting, Sep 30, 2024 Jindal Poly Films Limited, Annual General Meeting, Sep 30, 2024, at 13:00 Indian Standard Time. Location: hotel natraj, kala aam, delhi rd, civil lines, bulandshahr, uttar pradesh- 203001., bulandshahr India Valuation Update With 7 Day Price Move • Aug 21
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹878, the stock trades at a trailing P/E ratio of 27.1x. Average trailing P/E is 35x in the Chemicals industry in India. Total loss to shareholders of 6.5% over the past three years. Reported Earnings • Aug 16
First quarter 2025 earnings released: EPS: ₹38.39 (vs ₹22.36 in 1Q 2024) First quarter 2025 results: EPS: ₹38.39 (up from ₹22.36 in 1Q 2024). Revenue: ₹13.8b (up 66% from 1Q 2024). Net income: ₹1.68b (up 72% from 1Q 2024). Profit margin: 12% (in line with 1Q 2024). 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. Annuncio • Aug 15
Jindal Poly Films Limited Announces Resignation of Devinder Kumar Rithaliya from the Office of Director Jindal Poly Films Limited announced has accepted the resignation of Mr. Devinder Kumar Rithaliya (DIN: 01417408), who has tendered his resignation from the office of Director of the Company, with effect from 14th August, 2024. Annuncio • Aug 09
Jindal Poly Films Limited to Report Q1, 2025 Results on Aug 14, 2024 Jindal Poly Films Limited announced that they will report Q1, 2025 results on Aug 14, 2024 Valuation Update With 7 Day Price Move • Jul 04
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹807, the stock trades at a trailing P/E ratio of 49.4x. Average trailing P/E is 34x in the Chemicals industry in India. Total loss to shareholders of 6.3% over the past three years. Valuation Update With 7 Day Price Move • Jun 11
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹561, the stock trades at a trailing P/E ratio of 34.4x. Average trailing P/E is 31x in the Chemicals industry in India. Total loss to shareholders of 34% over the past three years. Reported Earnings • Jun 05
Full year 2024 earnings released: EPS: ₹16.33 (vs ₹72.85 in FY 2023) Full year 2024 results: EPS: ₹16.33 (down from ₹72.85 in FY 2023). Revenue: ₹39.3b (down 17% from FY 2023). Net income: ₹715.0m (down 78% from FY 2023). Profit margin: 1.8% (down from 6.8% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings. Annuncio • May 23
Jindal Poly Films Limited to Report Q4, 2024 Results on May 29, 2024 Jindal Poly Films Limited announced that they will report Q4, 2024 results on May 29, 2024 Annuncio • Mar 21
Jindal Poly Films Limited Announces Executive Changes Jindal Poly Films Limited announced that the Board of Directors of the Company in its meeting held 18th March 2024 took note of resignation of Ms. Vaishali Singh (ACS: 15108) from the office of Company Secretary and Compliance Officer and Nodal Officer of the Company due to personal reasons. Date of cessation is March 15, 2024. The company also approved the appointment of Mr. Ashok Yadav (ACS -14223) as Company Secretary and Compliance Officer and Nodal Officer of the Company. Date of appointment is 18th March, 2024. Qualification: B.Com, CS. Mr. Ashok Yadav aged about 51 years is B.com and qualified Company Secretary and having more than 24 years of rich experience of handling various Corporate Laws matters, Company Secretarial Functions, Merger, Demerger, various legal matters and other Compliances under SEBI Laws. He is associated with the group for continuous period of more than 12 years since March, 2011. Previous Organization: Jindal Photo Limited. Reported Earnings • Feb 15
Third quarter 2024 earnings released: ₹4.44 loss per share (vs ₹22.08 loss in 3Q 2023) Third quarter 2024 results: ₹4.44 loss per share (improved from ₹22.08 loss in 3Q 2023). Revenue: ₹11.1b (up 26% from 3Q 2023). Net loss: ₹194.3m (loss narrowed 80% from 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings. Annuncio • Feb 08
Jindal Poly Films Limited to Report Q3, 2024 Results on Feb 14, 2024 Jindal Poly Films Limited announced that they will report Q3, 2024 results on Feb 14, 2024 Reported Earnings • Nov 16
Second quarter 2024 earnings released: EPS: ₹2.78 (vs ₹111 in 2Q 2023) Second quarter 2024 results: EPS: ₹2.78 (down from ₹111 in 2Q 2023). Revenue: ₹10.3b (down 27% from 2Q 2023). Net income: ₹121.8m (down 98% from 2Q 2023). Profit margin: 1.2% (down from 34% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings. Upcoming Dividend • Sep 15
Upcoming dividend of ₹4.30 per share at 0.6% yield Eligible shareholders must have bought the stock before 22 September 2023. Payment date: 29 October 2023. Payout ratio is a comfortable 5.9% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (0.8%). Board Change • Sep 13
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. 3 non-independent directors. Independent Chairman Sanjeev Aggarwal was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Annuncio • Sep 03
Jindal Poly Films Limited, Annual General Meeting, Sep 29, 2023 Jindal Poly Films Limited, Annual General Meeting, Sep 29, 2023, at 14:00 Indian Standard Time. Location: Hotel Natraj, Kala Aam, Delhi Rd Civil Lines Bulandshahr Uttar Pradesh India Reported Earnings • Aug 10
First quarter 2024 earnings released: EPS: ₹22.36 (vs ₹72.09 in 1Q 2023) First quarter 2024 results: EPS: ₹22.36 (down from ₹72.09 in 1Q 2023). Revenue: ₹10.3b (down 35% from 1Q 2023). Net income: ₹976.3m (down 69% from 1Q 2023). Profit margin: 9.5% (down from 20% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Aug 03
Jindal Poly Films Limited to Report Q1, 2024 Results on Aug 09, 2023 Jindal Poly Films Limited announced that they will report Q1, 2024 results on Aug 09, 2023 Annuncio • Jun 08
Jindal Poly Films Limited (BSE:500227) agreed to acquire JPF Netherlands Investment B.V. Jindal Poly Films Limited (BSE:500227) agreed to acquire JPF Netherlands Investment B.V. on June 6, 2023. Board of Directors of Jindal Poly Films has approved the transaction. Reported Earnings • Jun 02
Full year 2023 earnings released: EPS: ₹72.84 (vs ₹273 in FY 2022) Full year 2023 results: EPS: ₹72.84 (down from ₹273 in FY 2022). Revenue: ₹52.9b (down 11% from FY 2022). Net income: ₹3.19b (down 73% from FY 2022). Profit margin: 6.0% (down from 20% in FY 2022). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • May 20
Jindal Poly Films Limited to Report Q4, 2023 Results on May 29, 2023 Jindal Poly Films Limited announced that they will report Q4, 2023 results at 3:30 PM, Indian Standard Time on May 29, 2023 Reported Earnings • Feb 15
Third quarter 2023 earnings released: ₹22.08 loss per share (vs ₹49.63 profit in 3Q 2022) Third quarter 2023 results: ₹22.08 loss per share (down from ₹49.63 profit in 3Q 2022). Revenue: ₹9.61b (down 29% from 3Q 2022). Net loss: ₹966.3m (down 144% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth. Annuncio • Feb 04
Jindal Poly Films Limited to Report Q3, 2023 Results on Feb 14, 2023 Jindal Poly Films Limited announced that they will report Q3, 2023 results on Feb 14, 2023 Reported Earnings • Nov 18
Second quarter 2023 earnings released: EPS: ₹111 (vs ₹58.08 in 2Q 2022) Second quarter 2023 results: EPS: ₹111 (up from ₹58.08 in 2Q 2022). Revenue: ₹14.1b (down 2.9% from 2Q 2022). Net income: ₹4.85b (up 91% from 2Q 2022). Profit margin: 34% (up from 18% 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 62% per year but the company’s share price has only increased by 56% per year, which means it is significantly lagging earnings growth. 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. 3 non-independent directors. Independent Chairman Sanjeev Aggarwal was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Buying Opportunity • Sep 26
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 11%. The fair value is estimated to be ₹1,129, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Meanwhile, the company has become profitable. Upcoming Dividend • Sep 14
Upcoming dividend of ₹5.00 per share Eligible shareholders must have bought the stock before 21 September 2022. Payment date: 30 October 2022. Payout ratio is a comfortable 1.7% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (0.7%). Upcoming Dividend • Aug 18
Upcoming dividend of ₹5.00 per share Eligible shareholders must have bought the stock before 25 August 2022. Payment date: 03 October 2022. Payout ratio is a comfortable 1.7% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.7%). Lower than average of industry peers (0.7%). Reported Earnings • Aug 10
First quarter 2023 earnings released: EPS: ₹72.09 (vs ₹52.97 in 1Q 2022) First quarter 2023 results: EPS: ₹72.09 (up from ₹52.97 in 1Q 2022). Net income: ₹3.15b (up 36% from 1Q 2022). Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 60% per year, which means it is significantly lagging earnings growth. Reported Earnings • May 30
Full year 2022 earnings released: EPS: ₹273 (vs ₹181 in FY 2021) Full year 2022 results: EPS: ₹273 (up from ₹181 in FY 2021). Revenue: ₹58.8b (up 44% from FY 2021). Net income: ₹12.0b (up 51% from FY 2021). Profit margin: 20% (in line with FY 2021). Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 65% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • May 27
Investor sentiment improved over the past week After last week's 15% share price gain to ₹1,090, the stock trades at a trailing P/E ratio of 4.2x. Average trailing P/E is 18x in the Chemicals industry in India. Total returns to shareholders of 339% over the past three years. Valuation Update With 7 Day Price Move • May 11
Investor sentiment deteriorated over the past week After last week's 16% share price decline to ₹924, the stock trades at a trailing P/E ratio of 4.6x. Average trailing P/E is 18x in the Chemicals industry in India. Total returns to shareholders of 297% 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. 4 non-independent directors. Independent Chairman Sanjeev Aggarwal was the last independent director to join the board, commencing their role in 2021. 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 • Mar 15
Investor sentiment improved over the past week After last week's 17% share price gain to ₹1,203, the stock trades at a trailing P/E ratio of 5.2x. Average trailing P/E is 18x in the Chemicals industry in India. Total returns to shareholders of 397% over the past three years. Reported Earnings • Feb 16
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: ₹49.63 (up from ₹45.04 in 3Q 2021). Revenue: ₹13.8b (up 29% from 3Q 2021). Net income: ₹2.18b (up 11% from 3Q 2021). Profit margin: 16% (down from 18% 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 88% per year but the company’s share price has only increased by 66% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Dec 08
Investor sentiment improved over the past week After last week's 18% share price gain to ₹1,219, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 18x in the Chemicals industry in India. Total returns to shareholders of 427% over the past three years. Board Change • Nov 18
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Sanjeev Aggarwal was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 15
Second quarter 2022 earnings released: EPS ₹58.08 (vs ₹56.26 in 2Q 2021) The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2022 results: Revenue: ₹14.6b (up 34% from 2Q 2021). Net income: ₹2.54b (up 3.2% from 2Q 2021). Profit margin: 18% (down from 23% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 57% per year, which means it is significantly lagging earnings growth. Reported Earnings • Aug 18
First quarter 2022 earnings released: EPS ₹52.97 (vs ₹29.78 in 1Q 2021) The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2022 results: Revenue: ₹13.4b (up 74% from 1Q 2021). Net income: ₹2.32b (up 78% from 1Q 2021). Profit margin: 17% (in line with 1Q 2021). Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 52% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Aug 09
Investor sentiment improved over the past week After last week's 16% share price gain to ₹1,157, the stock trades at a trailing P/E ratio of 6.2x. Average trailing P/E is 21x in the Chemicals industry in India. Total returns to shareholders of 312% over the past three years. Valuation Update With 7 Day Price Move • Jul 14
Investor sentiment improved over the past week After last week's 16% share price gain to ₹1,014, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 20x in the Chemicals industry in India. Total returns to shareholders of 377% over the past three years. Executive Departure • Jun 05
Non-Executive Director Shakshi Gupta has left the company On the 28th of May, Shakshi Gupta's tenure as Non-Executive Director ended after 5.4 years in the role. We don't have any record of a personal shareholding under Shakshi's name. A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 2.83 years. Executive Departure • Jun 05
Chief Financial Officer Vinay Jindal has left the company During their tenure, earnings grew by 78% annually compared to the industry average of 14%. On the 28th of May, Vinay Jindal left the company after 3.7 in the role. We don't have any record of a personal shareholding under Vinay's name. A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 2.83 years. Executive Departure • Jun 05
Whole-Time Director Sagato Mukerji has left the company On the 28th of May, Sagato Mukerji's tenure as Whole-Time Director ended after 2.8 years in the role. We don't have any record of a personal shareholding under Sagato's name. A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 2.83 years. Reported Earnings • May 30
Full year 2021 earnings released: EPS ₹181 (vs ₹112 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹42.3b (up 19% from FY 2020). Net income: ₹7.91b (up 62% from FY 2020). Profit margin: 19% (up from 14% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 52% per year, which means it is significantly lagging earnings growth.