View Future GrowthACI Formulations 過去の業績この会社の最新の決算報告書はまだ処理中です過去 基準チェック /26ACI Formulationsは、平均年間14.1%の収益成長を遂げていますが、 Chemicals業界の収益は、年間 成長しています。収益は、平均年間9.1% 6.7%収益成長率で 成長しています。 ACI Formulationsの自己資本利益率は9.5%であり、純利益率は6.5%です。主要情報14.06%収益成長率14.06%EPS成長率Chemicals 業界の成長6.09%収益成長率6.70%株主資本利益率9.55%ネット・マージン6.50%前回の決算情報31 Dec 2025最近の業績更新お知らせ • Apr 22ACI Formulations PLC to Report Q3, 2026 Results on Apr 29, 2026ACI Formulations PLC announced that they will report Q3, 2026 results on Apr 29, 2026お知らせ • Jan 21ACI Formulations PLC to Report Q2, 2026 Results on Jan 29, 2026ACI Formulations PLC announced that they will report Q2, 2026 results on Jan 29, 2026お知らせ • Nov 10ACI Formulations PLC to Report Q1, 2026 Results on Nov 12, 2025ACI Formulations PLC announced that they will report Q1, 2026 results on Nov 12, 2025お知らせ • Oct 21ACI Formulations PLC to Report Fiscal Year 2025 Results on Oct 28, 2025ACI Formulations PLC announced that they will report fiscal year 2025 results on Oct 28, 2025お知らせ • Apr 21ACI Formulations Limited to Report Q3, 2025 Results on Apr 29, 2025ACI Formulations Limited announced that they will report Q3, 2025 results on Apr 29, 2025お知らせ • Jan 22ACI Formulations Limited to Report Q2, 2025 Results on Jan 30, 2025ACI Formulations Limited announced that they will report Q2, 2025 results on Jan 30, 2025すべての更新を表示Recent updatesお知らせ • Apr 22ACI Formulations PLC to Report Q3, 2026 Results on Apr 29, 2026ACI Formulations PLC announced that they will report Q3, 2026 results on Apr 29, 2026お知らせ • Jan 21ACI Formulations PLC to Report Q2, 2026 Results on Jan 29, 2026ACI Formulations PLC announced that they will report Q2, 2026 results on Jan 29, 2026お知らせ • Nov 10ACI Formulations PLC to Report Q1, 2026 Results on Nov 12, 2025ACI Formulations PLC announced that they will report Q1, 2026 results on Nov 12, 2025お知らせ • Oct 30ACI Formulations PLC announces Annual dividend, payable on January 27, 2026ACI Formulations PLC announced Annual dividend of BDT 2.5000 per share payable on January 27, 2026, ex-date on November 20, 2025 and record date on November 19, 2025.お知らせ • Oct 29ACI Formulations PLC, Annual General Meeting, Dec 28, 2025ACI Formulations PLC, Annual General Meeting, Dec 28, 2025, at 10:00 Central Asia Standard Time.お知らせ • Oct 21ACI Formulations PLC to Report Fiscal Year 2025 Results on Oct 28, 2025ACI Formulations PLC announced that they will report fiscal year 2025 results on Oct 28, 2025お知らせ • Apr 21ACI Formulations Limited to Report Q3, 2025 Results on Apr 29, 2025ACI Formulations Limited announced that they will report Q3, 2025 results on Apr 29, 2025お知らせ • Jan 22ACI Formulations Limited to Report Q2, 2025 Results on Jan 30, 2025ACI Formulations Limited announced that they will report Q2, 2025 results on Jan 30, 2025New Risk • Nov 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended March 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (93% net debt to equity). Latest financial reports are more than 6 months old (reported March 2024 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (৳5.68b market cap, or US$47.3m).Upcoming Dividend • Nov 14Upcoming dividend of ৳2.00 per shareEligible shareholders must have bought the stock before 18 November 2024. Payment date: 28 January 2025. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Bangladeshi dividend payers (4.5%). Lower than average of industry peers (7.4%).お知らせ • Nov 11ACI Formulations Limited to Report Q1, 2025 Results on Nov 14, 2024ACI Formulations Limited announced that they will report Q1, 2025 results on Nov 14, 2024Declared Dividend • Oct 31Dividend of ৳2.00 announcedShareholders will receive a dividend of ৳2.00. Ex-date: 18th November 2024 Payment date: 28th January 2025 Dividend yield will be 1.7%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (42% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 17% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Oct 21ACI Formulations Limited to Report Fiscal Year 2024 Results on Oct 28, 2024ACI Formulations Limited announced that they will report fiscal year 2024 results on Oct 28, 2024Reported Earnings • May 02Third quarter 2024 earnings released: EPS: ৳2.04 (vs ৳1.33 in 3Q 2023)Third quarter 2024 results: EPS: ৳2.04 (up from ৳1.33 in 3Q 2023). Revenue: ৳1.23b (down 5.7% from 3Q 2023). Net income: ৳96.4m (up 54% from 3Q 2023). Profit margin: 7.8% (up from 4.8% in 3Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 6% per year.お知らせ • Apr 26ACI Formulations Limited to Report Q3, 2024 Results on Apr 29, 2024ACI Formulations Limited announced that they will report Q3, 2024 results on Apr 29, 2024Reported Earnings • Feb 18Second quarter 2024 earnings released: EPS: ৳2.70 (vs ৳2.49 in 2Q 2023)Second quarter 2024 results: EPS: ৳2.70 (up from ৳2.49 in 2Q 2023). Revenue: ৳1.39b (down 3.3% from 2Q 2023). Net income: ৳127.6m (up 8.6% from 2Q 2023). Profit margin: 9.2% (up from 8.2% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 9% per year.お知らせ • Jan 23ACI Formulations Limited to Report Q2, 2024 Results on Jan 30, 2024ACI Formulations Limited announced that they will report Q2, 2024 results on Jan 30, 2024Upcoming Dividend • Nov 12Upcoming dividend of ৳2.50 per share at 1.6% yieldEligible shareholders must have bought the stock before 19 November 2023. Payment date: 28 January 2024. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of Bangladeshi dividend payers (3.3%). Lower than average of industry peers (2.2%).お知らせ • Oct 31+ 1 more updateACI Formulations Limited, Annual General Meeting, Dec 28, 2023ACI Formulations Limited, Annual General Meeting, Dec 28, 2023, at 10:00 Bangladesh Standard Time.お知らせ • Oct 20ACI Formulations Limited to Report Fiscal Year 2023 Results on Oct 26, 2023ACI Formulations Limited announced that they will report fiscal year 2023 results on Oct 26, 2023お知らせ • Jun 12ACI Formulations Limited Announces Executive ChangesACI Formulations Limited has informed that the Board of Directors approved the resignation of the previous company secretary, Mr. Nayamul Hoque. The Board also decided that Mr. Mohammad Mostafizur Rahman will be the acting Company Secretary of the company until the new Company Secretary is appointed to this position.Board Change • Nov 16Less than half of directors are independentFollowing 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 Director Golam Mainuddin was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Oct 28ACI Formulations Limited Recommends Cash Dividend for the Year Ended June 30, 2022ACI Formulations Limited has recommended 25% cash dividend for the year ended June 30, 2022.Reported Earnings • May 28Third quarter 2022 earnings released: EPS: ৳1.53 (vs ৳1.48 in 3Q 2021)Third quarter 2022 results: EPS: ৳1.53 (up from ৳1.48 in 3Q 2021). Revenue: ৳1.16b (up 5.0% from 3Q 2021). Net income: ৳72.1m (up 2.8% from 3Q 2021). Profit margin: 6.2% (down from 6.4% in 3Q 2021). The decrease in margin was driven by higher expenses. 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 7% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 25Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ৳161, the stock trades at a trailing P/E ratio of 27.5x. Average trailing P/E is 28x in the Chemicals industry in Bangladesh. Total returns to shareholders of 27% over the past three years.Valuation Update With 7 Day Price Move • May 10Investor sentiment improved over the past weekAfter last week's 23% share price gain to ৳205, the stock trades at a trailing P/E ratio of 34.9x. Average trailing P/E is 32x in the Chemicals industry in Bangladesh. Total returns to shareholders of 55% over the past three years.Board Change • Apr 27Less than half of directors are independentFollowing 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 Director Golam Mainuddin was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 06Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: ৳2.59 (up from ৳1.96 in 2Q 2021). Revenue: ৳1.27b (up 19% from 2Q 2021). Net income: ৳122.5m (up 32% from 2Q 2021). Profit margin: 9.6% (in line with 2Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jan 22Investor sentiment improved over the past weekAfter last week's 15% share price gain to ৳179, the stock trades at a trailing P/E ratio of 34.2x. Average trailing P/E is 34x in the Chemicals industry in Bangladesh. Total returns to shareholders of 24% over the past three years.Upcoming Dividend • Nov 14Upcoming dividend of ৳3.00 per shareEligible shareholders must have bought the stock before 21 November 2021. Payment date: 25 January 2022. Trailing yield: 1.9%. Lower than top quartile of Bangladeshi dividend payers (3.0%). In line with average of industry peers (2.0%).Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to ৳190, the stock trades at a trailing P/E ratio of 44.5x. Average trailing P/E is 40x in the Chemicals industry in Bangladesh. Total returns to shareholders of 27% over the past three years.Is New 90 Day High Low • Feb 23New 90-day low: ৳113The company is down 5.0% from its price of ৳119 on 25 November 2020. The Bangladeshi market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 9.0% over the same period.Is New 90 Day High Low • Jan 11New 90-day high: ৳126The company is up 9.0% from its price of ৳116 on 13 October 2020. The Bangladeshi market is up 15% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Chemicals industry, which is up 6.0% over the same period.Is New 90 Day High Low • Nov 02New 90-day low: ৳111The company is down 12% from its price of ৳127 on 04 August 2020. The Bangladeshi market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is flat over the same period.収支内訳ACI Formulations の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DSE:ACIFORMULA 収益、費用、利益 ( )BDT Millions日付収益収益G+A経費研究開発費31 Dec 255,5183591,043030 Sep 255,296347996030 Jun 255,174371958031 Mar 255,007432887031 Dec 244,942440875030 Sep 244,718359857030 Jun 244,935325869031 Mar 244,975283856031 Dec 235,049249844030 Sep 235,096239843030 Jun 234,960235833031 Mar 234,834249817031 Dec 224,683258816030 Sep 224,521263799030 Jun 224,247243774031 Mar 224,298279775031 Dec 214,242277762030 Sep 214,038247743030 Jun 213,865213714031 Mar 213,841192646031 Dec 203,682152698030 Sep 203,520105702030 Jun 203,42493727031 Mar 203,38576794031 Dec 193,53983786030 Sep 193,854118783030 Jun 194,052129810031 Mar 194,087130727031 Dec 184,364115720030 Sep 184,438130761030 Jun 184,153117700031 Mar 184,015139771031 Dec 173,712193697030 Sep 173,632238653030 Jun 173,663263638031 Dec 163,160228589030 Sep 163,056202529030 Jun 163,093211515030 Sep 152,771190424030 Jun 152,7251844370質の高い収益: ACIFORMULAは 高品質の収益 を持っています。利益率の向上: ACIFORMULAの現在の純利益率 (6.5%)は、昨年(8.9%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: ACIFORMULAの収益は過去 5 年間で年間14.1%増加しました。成長の加速: ACIFORMULAは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: ACIFORMULAは過去 1 年間で収益成長率がマイナス ( -18.4% ) となったため、 Chemicals業界平均 ( 20.8% ) と比較することが困難です。株主資本利益率高いROE: ACIFORMULAの 自己資本利益率 ( 9.5% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 08:11終値2026/05/07 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋ACI Formulations PLC 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
お知らせ • Apr 22ACI Formulations PLC to Report Q3, 2026 Results on Apr 29, 2026ACI Formulations PLC announced that they will report Q3, 2026 results on Apr 29, 2026
お知らせ • Jan 21ACI Formulations PLC to Report Q2, 2026 Results on Jan 29, 2026ACI Formulations PLC announced that they will report Q2, 2026 results on Jan 29, 2026
お知らせ • Nov 10ACI Formulations PLC to Report Q1, 2026 Results on Nov 12, 2025ACI Formulations PLC announced that they will report Q1, 2026 results on Nov 12, 2025
お知らせ • Oct 21ACI Formulations PLC to Report Fiscal Year 2025 Results on Oct 28, 2025ACI Formulations PLC announced that they will report fiscal year 2025 results on Oct 28, 2025
お知らせ • Apr 21ACI Formulations Limited to Report Q3, 2025 Results on Apr 29, 2025ACI Formulations Limited announced that they will report Q3, 2025 results on Apr 29, 2025
お知らせ • Jan 22ACI Formulations Limited to Report Q2, 2025 Results on Jan 30, 2025ACI Formulations Limited announced that they will report Q2, 2025 results on Jan 30, 2025
お知らせ • Apr 22ACI Formulations PLC to Report Q3, 2026 Results on Apr 29, 2026ACI Formulations PLC announced that they will report Q3, 2026 results on Apr 29, 2026
お知らせ • Jan 21ACI Formulations PLC to Report Q2, 2026 Results on Jan 29, 2026ACI Formulations PLC announced that they will report Q2, 2026 results on Jan 29, 2026
お知らせ • Nov 10ACI Formulations PLC to Report Q1, 2026 Results on Nov 12, 2025ACI Formulations PLC announced that they will report Q1, 2026 results on Nov 12, 2025
お知らせ • Oct 30ACI Formulations PLC announces Annual dividend, payable on January 27, 2026ACI Formulations PLC announced Annual dividend of BDT 2.5000 per share payable on January 27, 2026, ex-date on November 20, 2025 and record date on November 19, 2025.
お知らせ • Oct 29ACI Formulations PLC, Annual General Meeting, Dec 28, 2025ACI Formulations PLC, Annual General Meeting, Dec 28, 2025, at 10:00 Central Asia Standard Time.
お知らせ • Oct 21ACI Formulations PLC to Report Fiscal Year 2025 Results on Oct 28, 2025ACI Formulations PLC announced that they will report fiscal year 2025 results on Oct 28, 2025
お知らせ • Apr 21ACI Formulations Limited to Report Q3, 2025 Results on Apr 29, 2025ACI Formulations Limited announced that they will report Q3, 2025 results on Apr 29, 2025
お知らせ • Jan 22ACI Formulations Limited to Report Q2, 2025 Results on Jan 30, 2025ACI Formulations Limited announced that they will report Q2, 2025 results on Jan 30, 2025
New Risk • Nov 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended March 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (93% net debt to equity). Latest financial reports are more than 6 months old (reported March 2024 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (৳5.68b market cap, or US$47.3m).
Upcoming Dividend • Nov 14Upcoming dividend of ৳2.00 per shareEligible shareholders must have bought the stock before 18 November 2024. Payment date: 28 January 2025. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Bangladeshi dividend payers (4.5%). Lower than average of industry peers (7.4%).
お知らせ • Nov 11ACI Formulations Limited to Report Q1, 2025 Results on Nov 14, 2024ACI Formulations Limited announced that they will report Q1, 2025 results on Nov 14, 2024
Declared Dividend • Oct 31Dividend of ৳2.00 announcedShareholders will receive a dividend of ৳2.00. Ex-date: 18th November 2024 Payment date: 28th January 2025 Dividend yield will be 1.7%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (42% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 17% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 21ACI Formulations Limited to Report Fiscal Year 2024 Results on Oct 28, 2024ACI Formulations Limited announced that they will report fiscal year 2024 results on Oct 28, 2024
Reported Earnings • May 02Third quarter 2024 earnings released: EPS: ৳2.04 (vs ৳1.33 in 3Q 2023)Third quarter 2024 results: EPS: ৳2.04 (up from ৳1.33 in 3Q 2023). Revenue: ৳1.23b (down 5.7% from 3Q 2023). Net income: ৳96.4m (up 54% from 3Q 2023). Profit margin: 7.8% (up from 4.8% in 3Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 6% per year.
お知らせ • Apr 26ACI Formulations Limited to Report Q3, 2024 Results on Apr 29, 2024ACI Formulations Limited announced that they will report Q3, 2024 results on Apr 29, 2024
Reported Earnings • Feb 18Second quarter 2024 earnings released: EPS: ৳2.70 (vs ৳2.49 in 2Q 2023)Second quarter 2024 results: EPS: ৳2.70 (up from ৳2.49 in 2Q 2023). Revenue: ৳1.39b (down 3.3% from 2Q 2023). Net income: ৳127.6m (up 8.6% from 2Q 2023). Profit margin: 9.2% (up from 8.2% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 9% per year.
お知らせ • Jan 23ACI Formulations Limited to Report Q2, 2024 Results on Jan 30, 2024ACI Formulations Limited announced that they will report Q2, 2024 results on Jan 30, 2024
Upcoming Dividend • Nov 12Upcoming dividend of ৳2.50 per share at 1.6% yieldEligible shareholders must have bought the stock before 19 November 2023. Payment date: 28 January 2024. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of Bangladeshi dividend payers (3.3%). Lower than average of industry peers (2.2%).
お知らせ • Oct 31+ 1 more updateACI Formulations Limited, Annual General Meeting, Dec 28, 2023ACI Formulations Limited, Annual General Meeting, Dec 28, 2023, at 10:00 Bangladesh Standard Time.
お知らせ • Oct 20ACI Formulations Limited to Report Fiscal Year 2023 Results on Oct 26, 2023ACI Formulations Limited announced that they will report fiscal year 2023 results on Oct 26, 2023
お知らせ • Jun 12ACI Formulations Limited Announces Executive ChangesACI Formulations Limited has informed that the Board of Directors approved the resignation of the previous company secretary, Mr. Nayamul Hoque. The Board also decided that Mr. Mohammad Mostafizur Rahman will be the acting Company Secretary of the company until the new Company Secretary is appointed to this position.
Board Change • Nov 16Less than half of directors are independentFollowing 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 Director Golam Mainuddin was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 28ACI Formulations Limited Recommends Cash Dividend for the Year Ended June 30, 2022ACI Formulations Limited has recommended 25% cash dividend for the year ended June 30, 2022.
Reported Earnings • May 28Third quarter 2022 earnings released: EPS: ৳1.53 (vs ৳1.48 in 3Q 2021)Third quarter 2022 results: EPS: ৳1.53 (up from ৳1.48 in 3Q 2021). Revenue: ৳1.16b (up 5.0% from 3Q 2021). Net income: ৳72.1m (up 2.8% from 3Q 2021). Profit margin: 6.2% (down from 6.4% in 3Q 2021). The decrease in margin was driven by higher expenses. 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 7% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 25Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ৳161, the stock trades at a trailing P/E ratio of 27.5x. Average trailing P/E is 28x in the Chemicals industry in Bangladesh. Total returns to shareholders of 27% over the past three years.
Valuation Update With 7 Day Price Move • May 10Investor sentiment improved over the past weekAfter last week's 23% share price gain to ৳205, the stock trades at a trailing P/E ratio of 34.9x. Average trailing P/E is 32x in the Chemicals industry in Bangladesh. Total returns to shareholders of 55% over the past three years.
Board Change • Apr 27Less than half of directors are independentFollowing 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 Director Golam Mainuddin was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 06Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: ৳2.59 (up from ৳1.96 in 2Q 2021). Revenue: ৳1.27b (up 19% from 2Q 2021). Net income: ৳122.5m (up 32% from 2Q 2021). Profit margin: 9.6% (in line with 2Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jan 22Investor sentiment improved over the past weekAfter last week's 15% share price gain to ৳179, the stock trades at a trailing P/E ratio of 34.2x. Average trailing P/E is 34x in the Chemicals industry in Bangladesh. Total returns to shareholders of 24% over the past three years.
Upcoming Dividend • Nov 14Upcoming dividend of ৳3.00 per shareEligible shareholders must have bought the stock before 21 November 2021. Payment date: 25 January 2022. Trailing yield: 1.9%. Lower than top quartile of Bangladeshi dividend payers (3.0%). In line with average of industry peers (2.0%).
Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to ৳190, the stock trades at a trailing P/E ratio of 44.5x. Average trailing P/E is 40x in the Chemicals industry in Bangladesh. Total returns to shareholders of 27% over the past three years.
Is New 90 Day High Low • Feb 23New 90-day low: ৳113The company is down 5.0% from its price of ৳119 on 25 November 2020. The Bangladeshi market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 9.0% over the same period.
Is New 90 Day High Low • Jan 11New 90-day high: ৳126The company is up 9.0% from its price of ৳116 on 13 October 2020. The Bangladeshi market is up 15% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Chemicals industry, which is up 6.0% over the same period.
Is New 90 Day High Low • Nov 02New 90-day low: ৳111The company is down 12% from its price of ৳127 on 04 August 2020. The Bangladeshi market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is flat over the same period.