View ValuationLub-rref (Bangladesh) 将来の成長Future 基準チェック /06現在、 Lub-rref (Bangladesh)の成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Chemicals 収益成長27.5%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesBoard Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 2 highly experienced directors. Head of Real Estate & Asset Management and Director Israt Jahan was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Apr 21Lub-rref (Bangladesh) PLC. to Report Q3, 2026 Results on Apr 28, 2026Lub-rref (Bangladesh) PLC. announced that they will report Q3, 2026 results on Apr 28, 2026お知らせ • Jan 21Lub-rref (Bangladesh) PLC. to Report Q2, 2026 Results on Jan 28, 2026Lub-rref (Bangladesh) PLC. announced that they will report Q2, 2026 results on Jan 28, 2026お知らせ • Dec 07Lub-rref (Bangladesh) Limited to Report Q1, 2026 Results on Dec 10, 2025Lub-rref (Bangladesh) Limited announced that they will report Q1, 2026 results on Dec 10, 2025お知らせ • Dec 01Lub-rref (Bangladesh) Limited, Annual General Meeting, Dec 28, 2025Lub-rref (Bangladesh) Limited, Annual General Meeting, Dec 28, 2025, at 12:30 Central Asia Standard Time. Location: hybrid system., Bangladeshお知らせ • Nov 25Lub-rref (Bangladesh) Limited to Report Fiscal Year 2025 Final Results on Nov 27, 2025Lub-rref (Bangladesh) Limited announced that they will report fiscal year 2025 final results on Nov 27, 2025お知らせ • Oct 21Lub-rref (Bangladesh) Limited to Report Fiscal Year 2025 Results on Oct 28, 2025Lub-rref (Bangladesh) Limited announced that they will report fiscal year 2025 results on Oct 28, 2025お知らせ • Apr 24Lub-rref (Bangladesh) Limited to Report Q3, 2025 Results on Apr 28, 2025Lub-rref (Bangladesh) Limited announced that they will report Q3, 2025 results on Apr 28, 2025お知らせ • Jan 23Lub-rref (Bangladesh) Limited to Report Q2, 2025 Results on Jan 29, 2025Lub-rref (Bangladesh) Limited announced that they will report Q2, 2025 results on Jan 29, 2025Upcoming Dividend • Nov 17Upcoming dividend of ৳0.10 per shareEligible shareholders must have bought the stock before 24 November 2024. Payment date: 26 January 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 0.8%. Lower than top quartile of Bangladeshi dividend payers (4.3%). Lower than average of industry peers (7.4%).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: Major Risks Earnings have declined by 15% per year over the past 5 years. High level of non-cash earnings (25% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported March 2024 fiscal period end). Profit margins are more than 30% lower than last year (3.5% net profit margin). Market cap is less than US$100m (৳1.82b market cap, or US$15.1m).Declared Dividend • Nov 01Dividend of ৳0.10 announcedShareholders will receive a dividend of ৳0.10. Ex-date: 24th November 2024 Payment date: 26th January 2025 Dividend yield will be 0.8%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is not covered by earnings (108% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 36 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 20% to bring the payout ratio under control. However, EPS has declined by 38% over the last 5 years so the company would need to reverse this trend.お知らせ • Oct 30Lub-rref (Bangladesh) Limited, Annual General Meeting, Dec 26, 2024Lub-rref (Bangladesh) Limited, Annual General Meeting, Dec 26, 2024, at 12:00 Central Asia Standard Time. Location: hybrid system, BangladeshValuation Update With 7 Day Price Move • Oct 29Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ৳11.30, the stock trades at a trailing P/E ratio of 61.3x. Average trailing P/E is 25x in the Chemicals industry in Bangladesh. Total loss to shareholders of 73% over the past three years.お知らせ • Oct 25Lub-rref (Bangladesh) Limited to Report Fiscal Year 2024 Results on Oct 29, 2024Lub-rref (Bangladesh) Limited announced that they will report fiscal year 2024 results on Oct 29, 2024Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to ৳14.00, the stock trades at a trailing P/E ratio of 75.9x. Average trailing P/E is 29x in the Chemicals industry in Bangladesh. Total loss to shareholders of 72% over the past three years.New Risk • Aug 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Bangladeshi stocks, typically moving 6.8% 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: Major Risks Earnings have declined by 15% per year over the past 5 years. High level of non-cash earnings (25% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Profit margins are more than 30% lower than last year (3.5% net profit margin). Market cap is less than US$100m (৳2.92b market cap, or US$24.8m).New Risk • May 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Bangladeshi stocks, typically moving 6.7% 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: Major Risks Earnings have declined by 15% per year over the past 5 years. High level of non-cash earnings (25% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Profit margins are more than 30% lower than last year (3.4% net profit margin). Market cap is less than US$100m (৳2.96b market cap, or US$27.0m).Reported Earnings • May 02Third quarter 2024 earnings released: EPS: ৳0.03 (vs ৳0.46 in 3Q 2023)Third quarter 2024 results: EPS: ৳0.03 (down from ৳0.46 in 3Q 2023). Revenue: ৳160.1m (down 53% from 3Q 2023). Net income: ৳4.37m (down 94% from 3Q 2023). Profit margin: 2.7% (down from 20% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.お知らせ • Apr 26Lub-rref (Bangladesh) Limited to Report Q3, 2024 Results on Apr 29, 2024Lub-rref (Bangladesh) Limited announced that they will report Q3, 2024 results on Apr 29, 2024Reported Earnings • Mar 28Second quarter 2024 earnings released: EPS: ৳0.12 (vs ৳0.50 in 2Q 2023)Second quarter 2024 results: EPS: ৳0.12 (down from ৳0.50 in 2Q 2023). Revenue: ৳232.1m (down 49% from 2Q 2023). Net income: ৳17.7m (down 76% from 2Q 2023). Profit margin: 7.6% (down from 16% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.お知らせ • Feb 14Lub-rref (Bangladesh) Limited to Report Q2, 2024 Results on Feb 15, 2024Lub-rref (Bangladesh) Limited announced that they will report Q2, 2024 results on Feb 15, 2024Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ৳28.80, the stock trades at a trailing P/E ratio of 29.1x. Average trailing P/E is 28x in the Chemicals industry in Bangladesh. Total loss to shareholders of 19% over the past year.Valuation Update With 7 Day Price Move • Jan 23Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ৳29.00, the stock trades at a trailing P/E ratio of 29.3x. Average trailing P/E is 31x in the Chemicals industry in Bangladesh. Total loss to shareholders of 19% over the past year.New Risk • Jan 02New major risk - Revenue and earnings growthEarnings have declined by 3.2% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 3.2% per year over the past 5 years. High level of non-cash earnings (30% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (12% net profit margin). Market cap is less than US$100m (৳5.10b market cap, or US$46.5m).Upcoming Dividend • Nov 19Upcoming dividend of ৳0.20 per share at 0.6% yieldEligible shareholders must have bought the stock before 23 November 2023. Payment date: 28 January 2024. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Bangladeshi dividend payers (3.4%). Lower than average of industry peers (2.2%).Reported Earnings • Nov 14Full year 2023 earnings released: EPS: ৳1.41 (vs ৳2.14 in FY 2022)Full year 2023 results: EPS: ৳1.41 (down from ৳2.14 in FY 2022). Revenue: ৳1.45b (down 20% from FY 2022). Net income: ৳204.7m (down 34% from FY 2022). Profit margin: 14% (down from 17% in FY 2022). The decrease in margin was driven by lower revenue.お知らせ • Nov 13Lub-rref (Bangladesh) Limited to Report Q1, 2024 Results on Nov 13, 2023Lub-rref (Bangladesh) Limited announced that they will report Q1, 2024 results on Nov 13, 2023お知らせ • Nov 07Lub-rref (Bangladesh) Limited, Annual General Meeting, Dec 27, 2023Lub-rref (Bangladesh) Limited, Annual General Meeting, Dec 27, 2023, at 12:00 Bangladesh Standard Time.お知らせ • Oct 24Lub-rref (Bangladesh) Limited to Report Fiscal Year 2023 Results on Oct 29, 2023Lub-rref (Bangladesh) Limited announced that they will report fiscal year 2023 results on Oct 29, 2023Reported Earnings • Jun 03Third quarter 2023 earnings released: EPS: ৳0.46 (vs ৳0.40 in 3Q 2022)Third quarter 2023 results: EPS: ৳0.46 (up from ৳0.40 in 3Q 2022). Revenue: ৳337.5m (down 7.7% from 3Q 2022). Net income: ৳67.3m (up 15% from 3Q 2022). Profit margin: 20% (up from 16% in 3Q 2022). The increase in margin was driven by lower expenses.お知らせ • May 27Lub-rref (Bangladesh) Limited to Report Q3, 2023 Results on May 30, 2023Lub-rref (Bangladesh) Limited announced that they will report Q3, 2023 results on May 30, 2023Reported Earnings • Feb 09Second quarter 2023 earnings released: EPS: ৳0.50 (vs ৳0.48 in 2Q 2022)Second quarter 2023 results: EPS: ৳0.50 (up from ৳0.48 in 2Q 2022). Revenue: ৳454.2m (up 6.6% from 2Q 2022). Net income: ৳72.8m (up 3.3% from 2Q 2022). Profit margin: 16% (in line with 2Q 2022).Reported Earnings • Nov 22First quarter 2023 earnings released: EPS: ৳0.55 (vs ৳0.53 in 1Q 2022)First quarter 2023 results: EPS: ৳0.55 (up from ৳0.53 in 1Q 2022). Revenue: ৳438.8m (down 13% from 1Q 2022). Net income: ৳79.5m (up 2.7% from 1Q 2022). Profit margin: 18% (up from 15% in 1Q 2022). The increase in margin was driven by lower expenses.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). Head of Real Estate & Asset Management and Director Israt Jahan was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Nov 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to ৳43.30, the stock trades at a trailing P/E ratio of 18.4x. Average trailing P/E is 26x in the Chemicals industry in Bangladesh. Total returns to shareholders of 2.8% over the past year.お知らせ • Nov 01Lub-Rref (Bangladesh) Limited Recommends Cash Dividend for the Year Ended June 30, 2022Lub-rref (Bangladesh) Limited of Lub-rref (Bangladesh) Limited has recommended 10% cash dividend for the year ended June 30, 2022.Valuation Update With 7 Day Price Move • May 29Investor sentiment improved over the past weekAfter last week's 18% share price gain to ৳36.10, the stock trades at a trailing P/E ratio of 15.4x. Average trailing P/E is 28x in the Chemicals industry in Bangladesh. Total loss to shareholders of 14% over the past year.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). Head of Real Estate & Asset Management and Director Israt Jahan was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Dec 28First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: ৳0.53 (down from ৳0.69 in 1Q 2021). Revenue: ৳501.3m (up 24% from 1Q 2021). Net income: ৳77.4m (up 13% from 1Q 2021). Profit margin: 15% (down from 17% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates.Valuation Update With 7 Day Price Move • Jun 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to ৳47.90, the stock trades at a trailing P/E ratio of 15x. Average trailing P/E is 32x in the Chemicals industry in Bangladesh.Valuation Update With 7 Day Price Move • May 25Investor sentiment improved over the past weekAfter last week's 18% share price gain to ৳47.90, the stock trades at a trailing P/E ratio of 15x. Average trailing P/E is 34x in the Chemicals industry in Bangladesh.Valuation Update With 7 Day Price Move • May 10Investor sentiment improved over the past weekAfter last week's 21% share price gain to ৳41.10, the stock trades at a trailing P/E ratio of 16x. Average trailing P/E is 33x in the Chemicals industry in Bangladesh.Valuation Update With 7 Day Price Move • Apr 05Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ৳32.00, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 32x in the Chemicals industry in Bangladesh. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Lub-rref (Bangladesh) は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測DSE:LRBDL - アナリストの将来予測と過去の財務データ ( )BDT Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2026375-1,00118944N/A12/31/2025542-874163102N/A9/30/2025671-71327103N/A6/30/2025646-663-84286N/A3/31/2025621-140-1,139558N/A12/31/2024546-171-1,209435N/A9/30/2024557-186-1,103570N/A6/30/2024623-107-954442N/A3/31/202476227-1,69387N/A12/31/202394089-1,631231N/A9/30/20231,162144-1,644499N/A6/30/20231,448205-1,671288N/A3/31/20231,736319-31584N/A12/31/20221,764310-15616N/A9/30/20221,736312-179530N/A6/30/20221,799310-169537N/A3/31/20221,690341-184485N/A12/31/20211,727452-116665N/A9/30/20211,77142139659N/A6/30/20211,72439442695N/A3/31/20211,730332185764N/A6/30/20201,690257117618N/A6/30/20191,534208N/A399N/A6/30/20181,376205N/A418N/A6/30/20171,187151N/A24N/A6/30/201690293N/A294N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: LRBDLの予測収益成長が 貯蓄率 ( 4.2% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: LRBDLの収益がBD市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: LRBDLの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: LRBDLの収益がBD市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: LRBDLの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: LRBDLの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance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2026/05/22 18:44終値2026/05/21 00:00収益2026/03/31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Lub-rref (Bangladesh) 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
Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 2 highly experienced directors. Head of Real Estate & Asset Management and Director Israt Jahan was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Apr 21Lub-rref (Bangladesh) PLC. to Report Q3, 2026 Results on Apr 28, 2026Lub-rref (Bangladesh) PLC. announced that they will report Q3, 2026 results on Apr 28, 2026
お知らせ • Jan 21Lub-rref (Bangladesh) PLC. to Report Q2, 2026 Results on Jan 28, 2026Lub-rref (Bangladesh) PLC. announced that they will report Q2, 2026 results on Jan 28, 2026
お知らせ • Dec 07Lub-rref (Bangladesh) Limited to Report Q1, 2026 Results on Dec 10, 2025Lub-rref (Bangladesh) Limited announced that they will report Q1, 2026 results on Dec 10, 2025
お知らせ • Dec 01Lub-rref (Bangladesh) Limited, Annual General Meeting, Dec 28, 2025Lub-rref (Bangladesh) Limited, Annual General Meeting, Dec 28, 2025, at 12:30 Central Asia Standard Time. Location: hybrid system., Bangladesh
お知らせ • Nov 25Lub-rref (Bangladesh) Limited to Report Fiscal Year 2025 Final Results on Nov 27, 2025Lub-rref (Bangladesh) Limited announced that they will report fiscal year 2025 final results on Nov 27, 2025
お知らせ • Oct 21Lub-rref (Bangladesh) Limited to Report Fiscal Year 2025 Results on Oct 28, 2025Lub-rref (Bangladesh) Limited announced that they will report fiscal year 2025 results on Oct 28, 2025
お知らせ • Apr 24Lub-rref (Bangladesh) Limited to Report Q3, 2025 Results on Apr 28, 2025Lub-rref (Bangladesh) Limited announced that they will report Q3, 2025 results on Apr 28, 2025
お知らせ • Jan 23Lub-rref (Bangladesh) Limited to Report Q2, 2025 Results on Jan 29, 2025Lub-rref (Bangladesh) Limited announced that they will report Q2, 2025 results on Jan 29, 2025
Upcoming Dividend • Nov 17Upcoming dividend of ৳0.10 per shareEligible shareholders must have bought the stock before 24 November 2024. Payment date: 26 January 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 0.8%. Lower than top quartile of Bangladeshi dividend payers (4.3%). Lower than average of industry peers (7.4%).
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: Major Risks Earnings have declined by 15% per year over the past 5 years. High level of non-cash earnings (25% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported March 2024 fiscal period end). Profit margins are more than 30% lower than last year (3.5% net profit margin). Market cap is less than US$100m (৳1.82b market cap, or US$15.1m).
Declared Dividend • Nov 01Dividend of ৳0.10 announcedShareholders will receive a dividend of ৳0.10. Ex-date: 24th November 2024 Payment date: 26th January 2025 Dividend yield will be 0.8%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is not covered by earnings (108% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 36 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 20% to bring the payout ratio under control. However, EPS has declined by 38% over the last 5 years so the company would need to reverse this trend.
お知らせ • Oct 30Lub-rref (Bangladesh) Limited, Annual General Meeting, Dec 26, 2024Lub-rref (Bangladesh) Limited, Annual General Meeting, Dec 26, 2024, at 12:00 Central Asia Standard Time. Location: hybrid system, Bangladesh
Valuation Update With 7 Day Price Move • Oct 29Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ৳11.30, the stock trades at a trailing P/E ratio of 61.3x. Average trailing P/E is 25x in the Chemicals industry in Bangladesh. Total loss to shareholders of 73% over the past three years.
お知らせ • Oct 25Lub-rref (Bangladesh) Limited to Report Fiscal Year 2024 Results on Oct 29, 2024Lub-rref (Bangladesh) Limited announced that they will report fiscal year 2024 results on Oct 29, 2024
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to ৳14.00, the stock trades at a trailing P/E ratio of 75.9x. Average trailing P/E is 29x in the Chemicals industry in Bangladesh. Total loss to shareholders of 72% over the past three years.
New Risk • Aug 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Bangladeshi stocks, typically moving 6.8% 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: Major Risks Earnings have declined by 15% per year over the past 5 years. High level of non-cash earnings (25% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Profit margins are more than 30% lower than last year (3.5% net profit margin). Market cap is less than US$100m (৳2.92b market cap, or US$24.8m).
New Risk • May 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Bangladeshi stocks, typically moving 6.7% 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: Major Risks Earnings have declined by 15% per year over the past 5 years. High level of non-cash earnings (25% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Profit margins are more than 30% lower than last year (3.4% net profit margin). Market cap is less than US$100m (৳2.96b market cap, or US$27.0m).
Reported Earnings • May 02Third quarter 2024 earnings released: EPS: ৳0.03 (vs ৳0.46 in 3Q 2023)Third quarter 2024 results: EPS: ৳0.03 (down from ৳0.46 in 3Q 2023). Revenue: ৳160.1m (down 53% from 3Q 2023). Net income: ৳4.37m (down 94% from 3Q 2023). Profit margin: 2.7% (down from 20% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 26Lub-rref (Bangladesh) Limited to Report Q3, 2024 Results on Apr 29, 2024Lub-rref (Bangladesh) Limited announced that they will report Q3, 2024 results on Apr 29, 2024
Reported Earnings • Mar 28Second quarter 2024 earnings released: EPS: ৳0.12 (vs ৳0.50 in 2Q 2023)Second quarter 2024 results: EPS: ৳0.12 (down from ৳0.50 in 2Q 2023). Revenue: ৳232.1m (down 49% from 2Q 2023). Net income: ৳17.7m (down 76% from 2Q 2023). Profit margin: 7.6% (down from 16% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 14Lub-rref (Bangladesh) Limited to Report Q2, 2024 Results on Feb 15, 2024Lub-rref (Bangladesh) Limited announced that they will report Q2, 2024 results on Feb 15, 2024
Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ৳28.80, the stock trades at a trailing P/E ratio of 29.1x. Average trailing P/E is 28x in the Chemicals industry in Bangladesh. Total loss to shareholders of 19% over the past year.
Valuation Update With 7 Day Price Move • Jan 23Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ৳29.00, the stock trades at a trailing P/E ratio of 29.3x. Average trailing P/E is 31x in the Chemicals industry in Bangladesh. Total loss to shareholders of 19% over the past year.
New Risk • Jan 02New major risk - Revenue and earnings growthEarnings have declined by 3.2% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 3.2% per year over the past 5 years. High level of non-cash earnings (30% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (12% net profit margin). Market cap is less than US$100m (৳5.10b market cap, or US$46.5m).
Upcoming Dividend • Nov 19Upcoming dividend of ৳0.20 per share at 0.6% yieldEligible shareholders must have bought the stock before 23 November 2023. Payment date: 28 January 2024. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Bangladeshi dividend payers (3.4%). Lower than average of industry peers (2.2%).
Reported Earnings • Nov 14Full year 2023 earnings released: EPS: ৳1.41 (vs ৳2.14 in FY 2022)Full year 2023 results: EPS: ৳1.41 (down from ৳2.14 in FY 2022). Revenue: ৳1.45b (down 20% from FY 2022). Net income: ৳204.7m (down 34% from FY 2022). Profit margin: 14% (down from 17% in FY 2022). The decrease in margin was driven by lower revenue.
お知らせ • Nov 13Lub-rref (Bangladesh) Limited to Report Q1, 2024 Results on Nov 13, 2023Lub-rref (Bangladesh) Limited announced that they will report Q1, 2024 results on Nov 13, 2023
お知らせ • Nov 07Lub-rref (Bangladesh) Limited, Annual General Meeting, Dec 27, 2023Lub-rref (Bangladesh) Limited, Annual General Meeting, Dec 27, 2023, at 12:00 Bangladesh Standard Time.
お知らせ • Oct 24Lub-rref (Bangladesh) Limited to Report Fiscal Year 2023 Results on Oct 29, 2023Lub-rref (Bangladesh) Limited announced that they will report fiscal year 2023 results on Oct 29, 2023
Reported Earnings • Jun 03Third quarter 2023 earnings released: EPS: ৳0.46 (vs ৳0.40 in 3Q 2022)Third quarter 2023 results: EPS: ৳0.46 (up from ৳0.40 in 3Q 2022). Revenue: ৳337.5m (down 7.7% from 3Q 2022). Net income: ৳67.3m (up 15% from 3Q 2022). Profit margin: 20% (up from 16% in 3Q 2022). The increase in margin was driven by lower expenses.
お知らせ • May 27Lub-rref (Bangladesh) Limited to Report Q3, 2023 Results on May 30, 2023Lub-rref (Bangladesh) Limited announced that they will report Q3, 2023 results on May 30, 2023
Reported Earnings • Feb 09Second quarter 2023 earnings released: EPS: ৳0.50 (vs ৳0.48 in 2Q 2022)Second quarter 2023 results: EPS: ৳0.50 (up from ৳0.48 in 2Q 2022). Revenue: ৳454.2m (up 6.6% from 2Q 2022). Net income: ৳72.8m (up 3.3% from 2Q 2022). Profit margin: 16% (in line with 2Q 2022).
Reported Earnings • Nov 22First quarter 2023 earnings released: EPS: ৳0.55 (vs ৳0.53 in 1Q 2022)First quarter 2023 results: EPS: ৳0.55 (up from ৳0.53 in 1Q 2022). Revenue: ৳438.8m (down 13% from 1Q 2022). Net income: ৳79.5m (up 2.7% from 1Q 2022). Profit margin: 18% (up from 15% in 1Q 2022). The increase in margin was driven by lower expenses.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). Head of Real Estate & Asset Management and Director Israt Jahan was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Nov 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to ৳43.30, the stock trades at a trailing P/E ratio of 18.4x. Average trailing P/E is 26x in the Chemicals industry in Bangladesh. Total returns to shareholders of 2.8% over the past year.
お知らせ • Nov 01Lub-Rref (Bangladesh) Limited Recommends Cash Dividend for the Year Ended June 30, 2022Lub-rref (Bangladesh) Limited of Lub-rref (Bangladesh) Limited has recommended 10% cash dividend for the year ended June 30, 2022.
Valuation Update With 7 Day Price Move • May 29Investor sentiment improved over the past weekAfter last week's 18% share price gain to ৳36.10, the stock trades at a trailing P/E ratio of 15.4x. Average trailing P/E is 28x in the Chemicals industry in Bangladesh. Total loss to shareholders of 14% over the past year.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). Head of Real Estate & Asset Management and Director Israt Jahan was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Dec 28First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: ৳0.53 (down from ৳0.69 in 1Q 2021). Revenue: ৳501.3m (up 24% from 1Q 2021). Net income: ৳77.4m (up 13% from 1Q 2021). Profit margin: 15% (down from 17% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates.
Valuation Update With 7 Day Price Move • Jun 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to ৳47.90, the stock trades at a trailing P/E ratio of 15x. Average trailing P/E is 32x in the Chemicals industry in Bangladesh.
Valuation Update With 7 Day Price Move • May 25Investor sentiment improved over the past weekAfter last week's 18% share price gain to ৳47.90, the stock trades at a trailing P/E ratio of 15x. Average trailing P/E is 34x in the Chemicals industry in Bangladesh.
Valuation Update With 7 Day Price Move • May 10Investor sentiment improved over the past weekAfter last week's 21% share price gain to ৳41.10, the stock trades at a trailing P/E ratio of 16x. Average trailing P/E is 33x in the Chemicals industry in Bangladesh.
Valuation Update With 7 Day Price Move • Apr 05Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ৳32.00, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 32x in the Chemicals industry in Bangladesh.