Reported Earnings • May 28
Full year 2026 earnings released: EPS: ₹8.14 (vs ₹7.78 in FY 2025) Full year 2026 results: EPS: ₹8.14 (up from ₹7.78 in FY 2025). Revenue: ₹5.35b (up 5.4% from FY 2025). Net income: ₹132.8m (up 4.7% from FY 2025). Profit margin: 2.5% (in line with FY 2025). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings. Annuncio • May 22
IntraSoft Technologies Limited to Report Q4, 2026 Results on May 27, 2026 IntraSoft Technologies Limited announced that they will report Q4, 2026 results on May 27, 2026 Valuation Update With 7 Day Price Move • Apr 13
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₹76.65, the stock trades at a trailing P/E ratio of 9.9x. Average trailing P/E is 49x in the Multiline Retail industry in India. Total loss to shareholders of 43% over the past three years. New Risk • Mar 27
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: ₹899.6m (US$9.49m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company. Valuation Update With 7 Day Price Move • Mar 27
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₹55.11, the stock trades at a trailing P/E ratio of 7.2x. Average trailing P/E is 42x in the Multiline Retail industry in India. Total loss to shareholders of 44% over the past three years. Reported Earnings • Feb 18
Third quarter 2026 earnings released: EPS: ₹1.60 (vs ₹1.66 in 3Q 2025) Third quarter 2026 results: EPS: ₹1.60 (down from ₹1.66 in 3Q 2025). Revenue: ₹1.37b (up 6.5% from 3Q 2025). Net income: ₹26.2m (down 3.3% from 3Q 2025). Profit margin: 1.9% (down from 2.1% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Annuncio • Feb 04
IntraSoft Technologies Limited to Report Q3, 2026 Results on Feb 12, 2026 IntraSoft Technologies Limited announced that they will report Q3, 2026 results on Feb 12, 2026 Annuncio • Jan 24
IntraSoft Technologies Limited Announces Appointment of Poonam Luharuka as Company Secretary & Compliance Officer, Effective January 21, 2026 IntraSoft Technologies Limited announced the appointment of Mrs. Poonam Luharuka (Membership No. A60701) as Company Secretary and Compliance Officer (Key Managerial Personnel) of the Company with immediate effect. Poonam Luharuka is a commerce graduate with a strong foundation in finance and accounting, recognized for clear business communication, strong team ethics and the ability to deliver high-quality outcomes under tight deadlines. She is a qualified Company Secretary (CS) and has also completed CA Final (Group II), bringing a well-rounded blend of financial, accounting, and compliance expertise to her work. She has supported clients across core finance and regulatory responsibilities—income tax e-filing, audit procedures and financial statement preparation, tax audit reporting, ROC filings, and board/secretarial documentation. Alongside her hands-on experience, she combines diligence, adaptability and a positive, ownership-driven approach in the teams she works with. The company also announced the resignation of Mr. Aakash Kumar Singh (Membership No. A45345) from the post of Company Secretary and Compliance Officer, effective January 21, 2026, to pursue better career opportunities. The changes were approved at the Board Meeting held on January 21, 2026. Valuation Update With 7 Day Price Move • Dec 01
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹99.05, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 54x in the Multiline Retail industry in India. Total loss to shareholders of 23% over the past three years. Reported Earnings • Nov 15
Second quarter 2026 earnings released: EPS: ₹2.09 (vs ₹2.40 in 2Q 2025) Second quarter 2026 results: EPS: ₹2.09 (down from ₹2.40 in 2Q 2025). Revenue: ₹1.33b (up 5.6% from 2Q 2025). Net income: ₹34.1m (down 13% from 2Q 2025). Profit margin: 2.6% (down from 3.1% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings. Annuncio • Nov 05
IntraSoft Technologies Limited to Report Q2, 2026 Results on Nov 13, 2025 IntraSoft Technologies Limited announced that they will report Q2, 2026 results at 12:15 PM, Indian Standard Time on Nov 13, 2025 Annuncio • Aug 25
IntraSoft Technologies Limited, Annual General Meeting, Sep 19, 2025 IntraSoft Technologies Limited, Annual General Meeting, Sep 19, 2025, at 15:00 Indian Standard Time. Reported Earnings • Aug 16
First quarter 2026 earnings released: EPS: ₹2.51 (vs ₹2.28 in 1Q 2025) First quarter 2026 results: EPS: ₹2.51 (up from ₹2.28 in 1Q 2025). Revenue: ₹1.29b (up 4.7% from 1Q 2025). Net income: ₹41.0m (up 11% from 1Q 2025). Profit margin: 3.2% (up from 3.0% 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 6% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings. Reported Earnings • May 29
Full year 2025 earnings released: EPS: ₹7.78 (vs ₹6.61 in FY 2024) Full year 2025 results: EPS: ₹7.78 (up from ₹6.61 in FY 2024). Revenue: ₹5.09b (up 4.8% from FY 2024). Net income: ₹126.9m (up 29% from FY 2024). Profit margin: 2.5% (up from 2.0% 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 1% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings. Annuncio • May 20
IntraSoft Technologies Limited to Report Q4, 2025 Results on May 28, 2025 IntraSoft Technologies Limited announced that they will report Q4, 2025 results at 12:15 PM, Indian Standard Time on May 28, 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 ₹109, the stock trades at a trailing P/E ratio of 14.1x. Average trailing P/E is 19x in the Multiline Retail industry in India. Total loss to shareholders of 40% over the past three years. Reported Earnings • Feb 15
Third quarter 2025 earnings released: EPS: ₹1.66 (vs ₹1.50 in 3Q 2024) Third quarter 2025 results: EPS: ₹1.66 (up from ₹1.50 in 3Q 2024). Revenue: ₹1.28b (up 4.3% from 3Q 2024). Net income: ₹27.0m (up 22% from 3Q 2024). Profit margin: 2.1% (up from 1.8% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings. Annuncio • Feb 05
IntraSoft Technologies Limited to Report Q3, 2025 Results on Feb 13, 2025 IntraSoft Technologies Limited announced that they will report Q3, 2025 results on Feb 13, 2025 Reported Earnings • Nov 15
Second quarter 2025 earnings released: EPS: ₹2.40 (vs ₹1.66 in 2Q 2024) Second quarter 2025 results: EPS: ₹2.40 (up from ₹1.66 in 2Q 2024). Revenue: ₹1.26b (up 4.7% from 2Q 2024). Net income: ₹39.2m (up 60% from 2Q 2024). Profit margin: 3.1% (up from 2.0% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 9% per year. Annuncio • Nov 05
IntraSoft Technologies Limited to Report Q2, 2025 Results on Nov 13, 2024 IntraSoft Technologies Limited announced that they will report Q2, 2025 results on Nov 13, 2024 Valuation Update With 7 Day Price Move • Sep 02
Investor sentiment improves as stock rises 31% After last week's 31% share price gain to ₹176, the stock trades at a trailing P/E ratio of 26.7x. Average trailing P/E is 50x in the Multiline Retail industry in India. Total returns to shareholders of 62% over the past three years. Annuncio • Aug 29
IntraSoft Technologies Limited, Annual General Meeting, Sep 24, 2024 IntraSoft Technologies Limited, Annual General Meeting, Sep 24, 2024, at 15:00 Indian Standard Time. Reported Earnings • Aug 14
First quarter 2025 earnings released: EPS: ₹2.28 (vs ₹1.88 in 1Q 2024) First quarter 2025 results: EPS: ₹2.28 (up from ₹1.88 in 1Q 2024). Revenue: ₹1.24b (up 3.0% from 1Q 2024). Net income: ₹37.1m (up 34% from 1Q 2024). Profit margin: 3.0% (up from 2.3% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings. Annuncio • Aug 05
IntraSoft Technologies Limited to Report Q1, 2025 Results on Aug 13, 2024 IntraSoft Technologies Limited announced that they will report Q1, 2025 results on Aug 13, 2024 Annuncio • Jul 16
IntraSoft Technologies Limited Announces Company Secretary and Compliance Officer Changes Board of Directors of IntraSoft Technologies Limited at their meeting held on have discussed and approved following major businesses: Appointment of Mr. Aakash Kumar Singh as Company Secretary & Compliance Officer (Membership No. A45345) of the Company with effect from 17 July, 2024. The Board has taken on record the resignation of Mr. Pranvesh Tripathi (Membership No. 16724) dated 01st July, 2024 who has resigned from the post of Company Secretary & Compliance Officer with effect from the close of working hours of 16th July, 2024. Reason of Resignation: To pursue available Growth opportunity. Mr. Aakash Kumar Singh is an Associate Member of the Institute of Company Secretaries of India (ICSI) and a Graduate from Calcutta University with an expertise in Secretarial & allied corporate law. He has a rich experience of 9 years approx. in the field of secretarial matters. He was associated with Primarc Group of Companies, a Real Estate Group, for more than seven years and with Fresh Aisle Retails Private Limited, a Retail Sector Company, for one and a half years. Apart from discharging various secretarial functions in the organizations, he has discharged multi-functional ~ roles in formation and implementation of various policies in the Company. Annuncio • Jul 02
IntraSoft Technologies Limited Announces Resignation of Pranvesh Tripathi as Company Secretary and Compliance Officer (Key Managerial Personnel), Effective July 16, 2024 IntraSoft Technologies Limited announced that Mr. Pranvesh Tripathi, company secretary and compliance officer (Key Managerial Personnel) of the company has tendered his resignation on July 1, 2024 effective from July 16, 2024 to pursue growth opportunity available. Annuncio • Jun 28
IntraSoft Technologies Limited Announces Cessation of Savita Agarwal as Independent Director IntraSoft Technologies Limited announced that Mrs. Savita Agarwal (DIN: 00062183), who served as an Independent Woman Director of the Company from June 30, 2014, has concluded her tenure as an Independent Director on the Board of the Company. Her term officially ended from the close of business hours on June 28, 2024, following completion of her second term. Reported Earnings • May 16
Full year 2024 earnings released: EPS: ₹6.61 (vs ₹5.71 in FY 2023) Full year 2024 results: EPS: ₹6.61 (up from ₹5.71 in FY 2023). Revenue: ₹4.93b (up 7.9% from FY 2023). Net income: ₹98.0m (up 17% from FY 2023). Profit margin: 2.0% (up from 1.8% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings. New Risk • May 08
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 11% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.5x net interest cover). Share price has been highly volatile over the past 3 months (9.9% average weekly change). Minor Risks Shareholders have been diluted in the past year (11% increase in shares outstanding). Market cap is less than US$100m (₹2.05b market cap, or US$24.6m). Annuncio • May 08
IntraSoft Technologies Limited to Report Q4, 2024 Results on May 14, 2024 IntraSoft Technologies Limited announced that they will report Q4, 2024 results on May 14, 2024 New Risk • Apr 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 10% 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 (2.5x net interest cover). Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk Market cap is less than US$100m (₹2.08b market cap, or US$24.9m). Valuation Update With 7 Day Price Move • Apr 22
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to ₹140, the stock trades at a trailing P/E ratio of 21x. Average trailing P/E is 27x in the Multiline Retail industry in India. Total returns to shareholders of 65% over the past three years. Valuation Update With 7 Day Price Move • Apr 05
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹127, the stock trades at a trailing P/E ratio of 19x. Average trailing P/E is 29x in the Multiline Retail industry in India. Total returns to shareholders of 80% over the past three years. Annuncio • Mar 13
IntraSoft Technologies Limited announced that it has received INR 229.1 million in funding from Rose Financiers And Commercials Pvt Ltd, Salsett Vinimay Private Limited On March 12, 2024, IntraSoft Technologies Limited closed the transaction. The company amended the terms of the transaction and issued 15,80,000 equity shares having face value of INR 10 each, for issue price of INR 145 per equity share for the gross proceeds of $229,100,000. The transaction will include participation from individual investor such as Vineet Agrawal for 200,000 shares for INR 29,000,000 and new investors such as Salsett Vinimay Private Limited for 690,000 shares for INR 100,050,000? and Rose Financiers And Commercials Pvt Ltd for 690,000 shares for INR 100,050,000?. The transaction has been approved by the board of directors of the company. Reported Earnings • Feb 14
Third quarter 2024 earnings released: EPS: ₹1.50 (vs ₹1.18 in 3Q 2023) Third quarter 2024 results: EPS: ₹1.50 (up from ₹1.18 in 3Q 2023). Revenue: ₹1.25b (up 1.8% from 3Q 2023). Net income: ₹22.2m (up 27% from 3Q 2023). Profit margin: 1.8% (up from 1.4% in 3Q 2023). The increase in margin was driven by higher revenue. 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 31% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Feb 06
IntraSoft Technologies Limited to Report Q3, 2024 Results on Feb 13, 2024 IntraSoft Technologies Limited announced that they will report Q3, 2024 results on Feb 13, 2024 New Risk • Jan 23
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 Interest payments are not well covered by earnings (2.6x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Market cap is less than US$100m (₹2.32b market cap, or US$27.9m). Annuncio • Jan 21
IntraSoft Technologies Limited announced that it expects to receive INR 279.85 million in funding from Rose Financiers And Commercials Pvt Ltd, Salsett Vinimay Pvt Ltd, Blue Angel Stock Brokers Private Limited and another investor. IntraSoft Technologies Limited announced a private placement and it will issue up to 1,930,000 equity shares having face value of INR 10 each, for issue price of INR 145 per equity share (face value of INR 10 and premium of INR 135) for a gross proceeds INR 279,850,000 on January 19, 2024. The transaction will include participation from new investor Blue Angel Stock Brokers Private Limited for 350,000 shares, Vineet Agrawal for 350,000 shares, Salsett Vinimay Private Limited for 690,000 shares and Rose Financiers & Commercials Private Limited for 690,000 shares. The transaction was approved by board of directors and subject to approval of the shareholders of the company. The issuance is made on preferential allotment Valuation Update With 7 Day Price Move • Jan 17
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₹144, the stock trades at a trailing P/E ratio of 22.6x. Average trailing P/E is 79x in the Multiline Retail industry in India. Total returns to shareholders of 85% over the past three years. Reported Earnings • Nov 12
Second quarter 2024 earnings released: EPS: ₹1.66 (vs ₹1.74 in 2Q 2023) Second quarter 2024 results: EPS: ₹1.66 (down from ₹1.74 in 2Q 2023). Revenue: ₹1.22b (up 11% from 2Q 2023). Net income: ₹24.5m (down 4.5% from 2Q 2023). Profit margin: 2.0% (down from 2.3% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Nov 04
IntraSoft Technologies Limited to Report Q2, 2024 Results on Nov 11, 2023 IntraSoft Technologies Limited announced that they will report Q2, 2024 results on Nov 11, 2023 Valuation Update With 7 Day Price Move • Sep 11
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹148, the stock trades at a trailing P/E ratio of 22.9x. Average trailing P/E is 21x in the Multiline Retail industry in Asia. Total returns to shareholders of 85% over the past three years. Annuncio • Sep 02
IntraSoft Technologies Limited, Annual General Meeting, Sep 26, 2023 IntraSoft Technologies Limited, Annual General Meeting, Sep 26, 2023, at 15:00 Indian Standard Time. Agenda: To receive, consider and adopt the audited standalone financial statement of the Company for the financial year ended 31 March 2023, and the Reports of the Board of Directors and Auditors thereon, and the Audited Consolidated Financial Statements for the financial year ended 31 March 2023 along with Auditors Report thereon; and to appoint a Director in place of Mr. Sharad Kajaria , who retires by rotation and being eligible, has offered himself for re-appointment. Reported Earnings • Aug 15
First quarter 2024 earnings released: EPS: ₹188 (vs ₹1.12 in 1Q 2023) First quarter 2024 results: EPS: ₹188 (up from ₹1.12 in 1Q 2023). Revenue: ₹1.22b (up 14% from 1Q 2023). Net income: ₹27.7m (up 68% from 1Q 2023). Profit margin: 2.3% (up from 1.6% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 22% per year. Annuncio • Aug 05
IntraSoft Technologies Limited to Report Q1, 2024 Results on Aug 14, 2023 IntraSoft Technologies Limited announced that they will report Q1, 2024 results on Aug 14, 2023 Reported Earnings • May 31
Full year 2023 earnings released: EPS: ₹5.71 (vs ₹8.70 in FY 2022) Full year 2023 results: EPS: ₹5.71 (down from ₹8.70 in FY 2022). Revenue: ₹4.62b (up 9.5% from FY 2022). Net income: ₹84.1m (down 34% from FY 2022). Profit margin: 1.8% (down from 3.0% in FY 2022). The decrease in margin was driven by higher 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 38% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • May 21
IntraSoft Technologies Limited to Report Q4, 2023 Results on May 29, 2023 IntraSoft Technologies Limited announced that they will report Q4, 2023 results on May 29, 2023 Valuation Update With 7 Day Price Move • May 02
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹141, the stock trades at a trailing P/E ratio of 24x. Average trailing P/E is 23x in the Multiline Retail industry in India. Total returns to shareholders of 269% over the past three years. Valuation Update With 7 Day Price Move • Apr 06
Investor sentiment improves as stock rises 29% After last week's 29% share price gain to ₹132, the stock trades at a trailing P/E ratio of 23x. Average trailing P/E is 18x in the Multiline Retail industry in Asia. Total returns to shareholders of 504% over the past three years. Reported Earnings • Feb 16
Third quarter 2023 earnings released: EPS: ₹1.18 (vs ₹2.69 in 3Q 2022) Third quarter 2023 results: EPS: ₹1.18 (down from ₹2.69 in 3Q 2022). Revenue: ₹1.24b (up 9.7% from 3Q 2022). Net income: ₹17.4m (down 56% from 3Q 2022). Profit margin: 1.4% (down from 3.5% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth. Annuncio • Feb 07
IntraSoft Technologies Limited to Report Q3, 2023 Results on Feb 14, 2023 IntraSoft Technologies Limited announced that they will report Q3, 2023 results on Feb 14, 2023 Valuation Update With 7 Day Price Move • Jan 03
Investor sentiment improved over the past week After last week's 16% share price gain to ₹147, the stock trades at a trailing P/E ratio of 20.3x. Average trailing P/E is 28x in the Online Retail industry in India. Total returns to shareholders of 101% over the past three years. Upcoming Dividend • Aug 29
Upcoming dividend of ₹1.00 per share Eligible shareholders must have bought the stock before 05 September 2022. Payment date: 13 October 2022. Payout ratio is a comfortable 13% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.6%). Lower than average of industry peers (1.6%). Reported Earnings • Aug 15
First quarter 2023 earnings released: EPS: ₹1.12 (vs ₹1.97 in 1Q 2022) First quarter 2023 results: EPS: ₹1.12 (down from ₹1.97 in 1Q 2022). Revenue: ₹1.07b (up 3.7% from 1Q 2022). Net income: ₹16.5m (down 43% from 1Q 2022). Profit margin: 1.5% (down from 2.8% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 42% per year whereas the company’s share price has increased by 38% per year. Valuation Update With 7 Day Price Move • Jun 16
Investor sentiment deteriorated over the past week After last week's 16% share price decline to ₹153, the stock trades at a trailing P/E ratio of 18.9x. Average trailing P/E is 35x in the Online Retail industry in India. Total returns to shareholders of 35% over the past three years. Reported Earnings • Jun 04
Full year 2022 earnings: EPS misses analyst expectations Full year 2022 results: EPS: ₹8.70 (up from ₹5.66 in FY 2021). Revenue: ₹4.22b (down 31% from FY 2021). Net income: ₹128.2m (up 54% from FY 2021). Profit margin: 3.0% (up from 1.4% in FY 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. 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 16% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • May 19
Investor sentiment improved over the past week After last week's 17% share price gain to ₹181, the stock trades at a trailing P/E ratio of 22.8x. Average trailing P/E is 28x in the Online Retail industry in India. Total returns to shareholders of 88% over the past three years. Reported Earnings • Feb 13
Third quarter 2022 earnings: EPS misses analyst expectations Third quarter 2022 results: EPS: ₹2.69 (up from ₹2.68 in 3Q 2021). Revenue: ₹1.13b (down 7.2% from 3Q 2021). Net income: ₹39.6m (flat on 3Q 2021). Profit margin: 3.5% (up from 3.2% in 3Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Dec 14
Investor sentiment improved over the past week After last week's 16% share price gain to ₹214, the stock trades at a trailing P/E ratio of 25.8x. Average trailing P/E is 30x in the Online Retail industry in India. Total returns to shareholders of 15% over the past three years. Valuation Update With 7 Day Price Move • Nov 17
Investor sentiment improved over the past week After last week's 21% share price gain to ₹194, the stock trades at a trailing P/E ratio of 30.3x. Average trailing P/E is 30x in the Online Retail industry in India. Total returns to shareholders of 29% over the past three years. Valuation Update With 7 Day Price Move • Oct 11
Investor sentiment improved over the past week After last week's 16% share price gain to ₹147, the stock trades at a trailing P/E ratio of 22.4x. Average trailing P/E is 22x in the Online Retail industry in India. Total loss to shareholders of 3.3% over the past three years. Valuation Update With 7 Day Price Move • Sep 08
Investor sentiment improved over the past week After last week's 16% share price gain to ₹127, the stock trades at a trailing P/E ratio of 19.3x. Average trailing P/E is 15x in the Online Retail industry in India. Total loss to shareholders of 24% over the past three years. Reported Earnings • Aug 13
First quarter 2022 earnings released: EPS ₹1.97 (vs ₹1.46 in 1Q 2021) The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2022 results: Revenue: ₹1.05b (down 52% from 1Q 2021). Net income: ₹29.1m (up 35% from 1Q 2021). Profit margin: 2.8% (up from 1.0% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings. 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 ₹129, the stock trades at a trailing P/E ratio of 22.7x. Average trailing P/E is 22x in the Online Retail industry in India. Total loss to shareholders of 59% over the past three years. Reported Earnings • Jul 01
Full year 2021 earnings released: EPS ₹5.66 (vs ₹1.43 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹6.19b (up 4.9% from FY 2020). Net income: ₹83.4m (up 296% from FY 2020). Profit margin: 1.3% (up from 0.4% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year whereas the company’s share price has fallen by 31% per year. Valuation Update With 7 Day Price Move • Jun 08
Investor sentiment improved over the past week After last week's 17% share price gain to ₹98.00, the stock trades at a trailing P/E ratio of 20.1x. Average trailing P/E is 20x in the Online Retail industry in India. Total loss to shareholders of 74% over the past three years. Valuation Update With 7 Day Price Move • Apr 15
Investor sentiment improved over the past week After last week's 16% share price gain to ₹79.80, the stock trades at a trailing P/E ratio of 16.7x. Average trailing P/E is 17x in the Online Retail industry in India. Total loss to shareholders of 87% over the past three years. Valuation Update With 7 Day Price Move • Feb 22
Investor sentiment deteriorated over the past week After last week's 16% share price decline to ₹63.45, the stock is trading at a trailing P/E ratio of 24.8x, down from the previous P/E ratio of 29.6x. This compares to an average P/E of 28x in the Online Retail industry in India. Total return to shareholders over the past three years is a loss of 89%. Is New 90 Day High Low • Jan 07
New 90-day high: ₹87.90 The company is up 17% from its price of ₹75.00 on 09 October 2020. The Indian market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 25% over the same period. Valuation Update With 7 Day Price Move • Jan 05
Investor sentiment improved over the past week After last week's 18% share price gain to ₹79.80, the stock is trading at a trailing P/E ratio of 28.3x, up from the previous P/E ratio of 24x. This compares to an average P/E of 37x in the Online Retail industry in India. Total return to shareholders over the past three years is a loss of 89%. Is New 90 Day High Low • Nov 17
New 90-day low: ₹66.40 The company is down 4.0% from its price of ₹69.45 on 19 August 2020. The Indian market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 16% over the same period. Valuation Update With 7 Day Price Move • Oct 22
Market bids up stock over the past week After last week's 17% share price gain to ₹84.20, the stock is trading at a trailing P/E ratio of 31.8x, up from the previous P/E ratio of 27.3x. This compares to an average P/E of 47x in the Online Retail industry in India. Total return to shareholders over the past three years is a loss of 82%.