View Financial HealthBalmer Lawrie Investments 配当と自社株買い配当金 基準チェック /56Balmer Lawrie Investments配当を支払う会社であり、現在の利回りは3.22%で、収益によって十分にカバーされています。主要情報3.2%配当利回りn/aバイバック利回り総株主利回りn/a将来の配当利回りn/a配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向56%最近の配当と自社株買いの更新Upcoming Dividend • Sep 09Upcoming dividend of ₹4.30 per shareEligible shareholders must have bought the stock before 16 September 2025. Payment date: 23 October 2025. Payout ratio is a comfortable 56% and the cash payout ratio is 99%. Trailing yield: 4.6%. Within top quartile of Indian dividend payers (1.3%). Higher than average of industry peers (0.8%).Declared Dividend • Aug 15Dividend increased to ₹4.30Dividend of ₹4.30 is 13% higher than last year. Ex-date: 16th September 2025 Payment date: 23rd October 2025 Dividend yield will be 5.1%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is covered by earnings (50% earnings payout ratio) but not adequately covered by cash flows (99% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Sep 13Upcoming dividend of ₹38.00 per shareEligible shareholders must have bought the stock before 20 September 2024. Payment date: 26 October 2024. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Indian dividend payers (1.0%). Higher than average of industry peers (0.5%).Declared Dividend • Aug 10Dividend of ₹38.00 announcedShareholders will receive a dividend of ₹38.00. Ex-date: 20th September 2024 Payment date: 26th October 2024 Dividend yield will be 40%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 21% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • May 30Balmer Lawrie Investments Limited Recommends Dividend for the Financial Year Ended March 31, 2024Balmer Lawrie Investments Limited at its board meeting held on May 28, 2024 recommended dividend of INR 38.00 per equity share of the company for the financial year ended March 31, 2024. The said dividend, if declared by the Shareholders at the ensuing Annual General Meeting of the Company shall be paid within 30 days from the date of such declaration.Upcoming Dividend • Sep 13Upcoming dividend of ₹33.00 per share at 6.9% yieldEligible shareholders must have bought the stock before 20 September 2023. Payment date: 27 October 2023. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 6.9%. Within top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (0.5%).すべての更新を表示Recent updatesReported Earnings • May 23Full year 2026 earnings released: EPS: ₹8.04 (vs ₹7.73 in FY 2025)Full year 2026 results: EPS: ₹8.04 (up from ₹7.73 in FY 2025). Revenue: ₹27.7b (up 8.1% from FY 2025). Net income: ₹1.78b (up 3.9% from FY 2025). Profit margin: 6.4% (down from 6.7% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 12Balmer Lawrie Investments Limited to Report Q4, 2026 Results on May 21, 2026Balmer Lawrie Investments Limited announced that they will report Q4, 2026 results at 12:15 PM, Indian Standard Time on May 21, 2026Buy Or Sell Opportunity • Apr 01Now 24% overvaluedOver the last 90 days, the stock has fallen 7.1% to ₹67.82. The fair value is estimated to be ₹54.79, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 16%.Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: ₹1.93 (vs ₹1.88 in 3Q 2025)Third quarter 2026 results: EPS: ₹1.93 (up from ₹1.88 in 3Q 2025). Revenue: ₹6.66b (up 3.8% from 3Q 2025). Net income: ₹427.3m (up 2.4% from 3Q 2025). Profit margin: 6.4% (down from 6.5% 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 16% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 27Balmer Lawrie Investments Limited to Report Q3, 2026 Results on Feb 13, 2026Balmer Lawrie Investments Limited announced that they will report Q3, 2026 results on Feb 13, 2026お知らせ • Oct 29Balmer Lawrie Investments Limited to Report Q2, 2026 Results on Nov 11, 2025Balmer Lawrie Investments Limited announced that they will report Q2, 2026 results on Nov 11, 2025Upcoming Dividend • Sep 09Upcoming dividend of ₹4.30 per shareEligible shareholders must have bought the stock before 16 September 2025. Payment date: 23 October 2025. Payout ratio is a comfortable 56% and the cash payout ratio is 99%. Trailing yield: 4.6%. Within top quartile of Indian dividend payers (1.3%). Higher than average of industry peers (0.8%).Buy Or Sell Opportunity • Aug 21Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to ₹91.41. The fair value is estimated to be ₹75.89, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 22%.Declared Dividend • Aug 15Dividend increased to ₹4.30Dividend of ₹4.30 is 13% higher than last year. Ex-date: 16th September 2025 Payment date: 23rd October 2025 Dividend yield will be 5.1%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is covered by earnings (50% earnings payout ratio) but not adequately covered by cash flows (99% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Aug 14Balmer Lawrie Investments Limited, Annual General Meeting, Sep 23, 2025Balmer Lawrie Investments Limited, Annual General Meeting, Sep 23, 2025, at 16:00 Indian Standard Time. Location: ghanshyam das birla sabhagar, 29, ashutosh choudhry avenue, kolkata - 700019, IndiaReported Earnings • Aug 14First quarter 2026 earnings released: EPS: ₹2.01 (vs ₹1.86 in 1Q 2025)First quarter 2026 results: EPS: ₹2.01 (up from ₹1.86 in 1Q 2025). Revenue: ₹6.93b (up 6.1% from 1Q 2025). Net income: ₹446.6m (up 8.4% from 1Q 2025). Profit margin: 6.4% (up from 6.3% 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 22% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Aug 08New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Over 9x increase in shares outstanding. This is considered a major 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 Risk Shareholders have been substantially diluted in the past year (over 9x increase in shares outstanding). Minor Risk Dividend is not well covered by cash flows (99% cash payout ratio).お知らせ • Jul 24Balmer Lawrie Investments Limited to Report Q1, 2026 Results on Aug 13, 2025Balmer Lawrie Investments Limited announced that they will report Q1, 2026 results on Aug 13, 2025Reported Earnings • May 27Full year 2025 earnings released: EPS: ₹0.77 (vs ₹7.57 in FY 2024)Full year 2025 results: EPS: ₹0.77. Revenue: ₹25.8b (up 7.8% from FY 2024). Net income: ₹1.72b (up 2.2% from FY 2024). Profit margin: 6.7% (down from 7.0% in FY 2024). The decrease in margin was driven by higher expenses.お知らせ • May 01Balmer Lawrie Investments Limited to Report Q4, 2025 Results on May 21, 2025Balmer Lawrie Investments Limited announced that they will report Q4, 2025 results on May 21, 2025Reported Earnings • Feb 14Third quarter 2025 earnings released: EPS: ₹18.79 (vs ₹1.94 in 3Q 2024)Third quarter 2025 results: EPS: ₹18.79. Revenue: ₹6.42b (up 7.4% from 3Q 2024). Net income: ₹417.1m (down 3.0% from 3Q 2024). Profit margin: 6.5% (down from 7.2% in 3Q 2024). The decrease in margin was driven by higher expenses.お知らせ • Jan 29Balmer Lawrie Investments Limited to Report Q3, 2025 Results on Feb 13, 2025Balmer Lawrie Investments Limited announced that they will report Q3, 2025 results on Feb 13, 2025お知らせ • Oct 31Balmer Lawrie Investments Limited to Report Q2, 2025 Results on Nov 12, 2024Balmer Lawrie Investments Limited announced that they will report Q2, 2025 results on Nov 12, 2024Upcoming Dividend • Sep 13Upcoming dividend of ₹38.00 per shareEligible shareholders must have bought the stock before 20 September 2024. Payment date: 26 October 2024. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Indian dividend payers (1.0%). Higher than average of industry peers (0.5%).Declared Dividend • Aug 10Dividend of ₹38.00 announcedShareholders will receive a dividend of ₹38.00. Ex-date: 20th September 2024 Payment date: 26th October 2024 Dividend yield will be 40%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 21% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Aug 09Balmer Lawrie Investments Limited, Annual General Meeting, Sep 26, 2024Balmer Lawrie Investments Limited, Annual General Meeting, Sep 26, 2024, at 16:00 Indian Standard Time.Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: ₹1.86 (vs ₹1.66 in 1Q 2024)First quarter 2025 results: EPS: ₹1.86 (up from ₹1.66 in 1Q 2024). Revenue: ₹6.53b (up 8.0% from 1Q 2024). Net income: ₹412.0m (up 12% from 1Q 2024). Profit margin: 6.3% (up from 6.1% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Aug 08New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₹2.20b (US$26.2m) This is considered a minor 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.お知らせ • Jul 26Balmer Lawrie Investments Limited to Report Q1, 2025 Results on Aug 08, 2024Balmer Lawrie Investments Limited announced that they will report Q1, 2025 results on Aug 08, 2024Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹851, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 27x in the Industrials industry in India. Total returns to shareholders of 122% over the past three years.お知らせ • May 30Balmer Lawrie Investments Limited Recommends Dividend for the Financial Year Ended March 31, 2024Balmer Lawrie Investments Limited at its board meeting held on May 28, 2024 recommended dividend of INR 38.00 per equity share of the company for the financial year ended March 31, 2024. The said dividend, if declared by the Shareholders at the ensuing Annual General Meeting of the Company shall be paid within 30 days from the date of such declaration.Reported Earnings • May 29Full year 2024 earnings released: EPS: ₹75.68 (vs ₹49.98 in FY 2023)Full year 2024 results: EPS: ₹75.68 (up from ₹49.98 in FY 2023). Revenue: ₹24.0b (up 2.1% from FY 2023). Net income: ₹1.68b (up 51% from FY 2023). Profit margin: 7.0% (up from 4.7% in FY 2023). Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 23% per year.Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹864, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 31x in the Industrials industry in India. Total returns to shareholders of 123% over the past three years.お知らせ • May 11Balmer Lawrie Investments Limited to Report Q4, 2024 Results on May 28, 2024Balmer Lawrie Investments Limited announced that they will report Q4, 2024 results on May 28, 2024Reported Earnings • Feb 14Third quarter 2024 earnings released: EPS: ₹19.38 (vs ₹11.00 in 3Q 2023)Third quarter 2024 results: EPS: ₹19.38 (up from ₹11.00 in 3Q 2023). Revenue: ₹5.98b (up 15% from 3Q 2023). Net income: ₹430.1m (up 76% from 3Q 2023). Profit margin: 7.2% (up from 4.7% 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 18% per year whereas the company’s share price has increased by 16% per year.Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₹665, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 26x in the Industrials industry in India. Total returns to shareholders of 109% over the past three years.お知らせ • Jan 12Balmer Lawrie Investments Limited to Report Q3, 2024 Results on Feb 12, 2024Balmer Lawrie Investments Limited announced that they will report Q3, 2024 results on Feb 12, 2024お知らせ • Dec 12Balmer Lawrie Investments Limited Announces the Cessation of Shri Shyam Singh Mahar as Non-Executive DirectorBalmer Lawrie Investments Limited announced the cessation of directorship of Shri Shyam Singh Mahar (DIN: 08511166) as a Non-Executive Director in the designation of Government Nominee Director of the Company with effect from 7th December, 2023.お知らせ • Nov 10Balmer Lawrie Investments Limited Changes in DirectorateBalmer Lawrie Investments Limited announced cessation of directorship of Shri Mrityunjay Jha, as a Non-Executive Director in the designation of Government Nominee Director of the Company with effect from 18th October, 2023 owing to withdrawal of nomination by the Ministry of Petroleum and Natural Gas.お知らせ • Oct 28Balmer Lawrie Investments Limited to Report Q2, 2024 Results on Nov 09, 2023Balmer Lawrie Investments Limited announced that they will report Q2, 2024 results on Nov 09, 2023お知らせ • Oct 01Balmer Lawrie Investments Limited Appoints Saurav Dutta as a Director in the Category of Non- Executive DirectorBalmer Lawrie Investments Limited announced that at the AGM held on 27 September, 2023 have approved the appointment of Shri Saurav Dutta as a Director of the Company in the category of Non- Executive Director (Ex-officio) of the Company with effect from 14 February, 2023 for a period of five years from the date of his assumption of charge of the post of Director (Finance), Balmer Lawrie & Co. Ltd. or till the date of his superannuation, or until further orders from the Administrative Ministry, whichever is earliest and whose office shall be subject to retirement of Directors by rotation. Shri Saurav Dutta, a qualified Chartered Accountant and Company Secretary, joined Balmer Lawrie & Co. Ltd. (which is the Subsidiary Company of Balmer Lawrie Investments Limited) on 16th June, 1997. Presently, Shri Saurav Dutta is Director (Finance) & CFO of Balmer Lawrie & Co. Ltd. Prior to taking over as Director (Finance) of Balmer Lawrie & Co. Ltd., he was holding the position of Vice President (Finance). A seasoned professional with nearly 30 years of experience, he has worked in core business areas in both manufacturing and services, Corporate Finance and taxation function and headed the Finance function ofa Joint Venture during his tenure at Balmer Lawrie & Co. Ltd. Shri Saurav Dutta also holds the position of a Non-Executive Director in Visakhapatnam Port Logistics Park Limited which is a Subsidiary of Balmer Lawrie & Co. Ltd. He also holds position of Commissioner in PT Balmer Lawrie Indonesia, which is a Joint Venture of Balmer Lawrie & Co. Ltd.Valuation Update With 7 Day Price Move • Sep 21Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹406, the stock trades at a trailing P/E ratio of 8x. Average trailing P/E is 25x in the Industrials industry in India. Total returns to shareholders of 50% over the past three years.Upcoming Dividend • Sep 13Upcoming dividend of ₹33.00 per share at 6.9% yieldEligible shareholders must have bought the stock before 20 September 2023. Payment date: 27 October 2023. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 6.9%. Within top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (0.5%).お知らせ • Aug 09Balmer Lawrie Investments Limited, Annual General Meeting, Sep 27, 2023Balmer Lawrie Investments Limited, Annual General Meeting, Sep 27, 2023, at 16:00 Indian Standard Time.Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: ₹16.61 (vs ₹16.00 in 1Q 2023)First quarter 2024 results: EPS: ₹16.61 (up from ₹16.00 in 1Q 2023). Revenue: ₹6.05b (down 8.1% from 1Q 2023). Net income: ₹368.8m (up 3.8% from 1Q 2023). Profit margin: 6.1% (up from 5.4% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 01Balmer Lawrie Investments Limited to Report Q1, 2024 Results on Aug 08, 2023Balmer Lawrie Investments Limited announced that they will report Q1, 2024 results on Aug 08, 2023Reported Earnings • Jun 01Full year 2023 earnings released: EPS: ₹49.98 (vs ₹39.88 in FY 2022)Full year 2023 results: EPS: ₹49.98 (up from ₹39.88 in FY 2022). Revenue: ₹23.7b (up 14% from FY 2022). Net income: ₹1.11b (up 25% from FY 2022). Profit margin: 4.7% (up from 4.2% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 7% per year.お知らせ • May 11Balmer Lawrie Investments Limited to Report Q4, 2023 Results on May 30, 2023Balmer Lawrie Investments Limited announced that they will report Q4, 2023 results on May 30, 2023Reported Earnings • Feb 16Third quarter 2023 earnings released: EPS: ₹11.00 (vs ₹7.96 in 3Q 2022)Third quarter 2023 results: EPS: ₹11.00 (up from ₹7.96 in 3Q 2022). Revenue: ₹5.19b (up 1.5% from 3Q 2022). Net income: ₹244.2m (up 38% from 3Q 2022). Profit margin: 4.7% (up from 3.5% in 3Q 2022). 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 3% per year, which means it is significantly lagging earnings.お知らせ • Feb 15Balmer Lawrie Investments Limited Announces Cessation of Directorship of Adhip Nath Palchaudhuri as an Additional, Non-Executive DirectorBalmer Lawrie Investments Limited announced that in line with the recommendation of Nomination and Remuneration Committee, the Board of Directors of the Company at its Meeting held on 14 February, 2023 have inter-alia, approved the cessation of directorship of Shri Adhip Nath Palchaudhuri as an Additional, Non-Executive Director (Ex-officio) of the Company with effect from 14 February, 2023 pursuant to letter bearing reference no. CA-31 024/2/2022-PNG (44948) dated 30 December 2022 read with letter bearing reference no. CA-31 02411 /2021-PNG (36607) dated 31 January, 2023 received from the Ministry of Petroleum and Natural Gas, Government of India, Administrative Ministry. The cessation of directorship of Shri Adhip Nath Palchaudhuri as an Additional, Non-Executive Director (Ex-officio) of the Company took place owing to the below mentioned appointment on the Board of the Company.お知らせ • Feb 05Balmer Lawrie Investments Limited to Report Q3, 2023 Results on Feb 14, 2023Balmer Lawrie Investments Limited announced that they will report Q3, 2023 results on Feb 14, 2023お知らせ • Jan 04Balmer Lawrie Investments Limited Appoints Adhip Nath Palchaudhuri as an Additional DirectorBalmer Lawrie Investments Limited informed that pursuant to the Nomination Letters bearing reference Nos.- P-21014/1/2006-Mkt dated 16th April, 2010 and CA-31024/2/2022-PNG (44948) dated 30th December, 2022 as received from the Ministry of Petroleum and Natural Gas and in line with the recommendation of the Nomination and Remuneration Committee, the Board of Directors of the Company vide its Resolution by Circulation passed on 3rd January, 2023 have approved the appointment of Shri Adhip Nath Palchaudhuri, (DIN: 08695322) as an Additional Director in the category of Non-Executive Director (Ex-officio) of the Company for a period of three months w.e.f., 1st January, 2023 or till the appointment of regular incumbent to the post, or until further orders, whichever is the earliest subject to approval by the Shareholders as per Regulation 17 (1 C) of Listing Regulations read with Section 161 of the Companies Act, 2013. The brief profile of the Shri Adhip Nath Palchaudhuri, (DIN: 08695322) and other details are as hereunder: Shri Adhip Nath Palchaudhuri holds a B.E (E&C) degree from University of Roorkee (now IIT Roorkee) and a PGDM from IIM Lucknow. Shri Adhip Nath Palchaudhuri holds the designation of Director (Services Businesses) of Balmer Lawrie and Company Limited and has professional work experience of 28 years. Shri Adhip Nath Palchaudhuri had worked with a wide variety of organizations in the IT Services/Consulting field in India and abroad. As per the requirement of the Circular no. LIST/COMP/14/2018-19 dated 20th June, 2018 issued by BSE Limited on the subject of enforcement of SEBI Orders regarding appointment of Directors by listed companies.お知らせ • Jan 03Balmer Lawrie Investments Limited Announces Resignation of Shri Sandip Das as Non-Executive DirectorBalmer Lawrie Investments Limited announced that Shri Sandip Das (DIN: 08217697) has ceased to be a Non-Executive Director (Ex-officio) with effect from 1st January, 2023 owing to completion of his tenure of office as Director (Finance) of Balmer Lawrie and Company Limited with effect from 1st January, 2023 pursuant to his superannuation from the services of the Company in line with the letter bearing reference No. CA- 31024/2/2018-PNG (25059) dated 20th January, 2020 received from the Ministry of Petroleum and Natural Gas, Government of India, being the Administrative Ministry.Reported Earnings • Nov 19Second quarter 2023 earnings released: EPS: ₹10.24 (vs ₹7.94 in 2Q 2022)Second quarter 2023 results: EPS: ₹10.24 (up from ₹7.94 in 2Q 2022). Revenue: ₹5.61b (up 13% from 2Q 2022). Net income: ₹227.3m (up 29% from 2Q 2022). Profit margin: 4.1% (up from 3.5% in 2Q 2022). The increase in margin was driven by higher revenue. 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 4% per year, which means it is significantly lagging earnings.Board Change • Nov 16No independent directorsThere are 3 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 new directors. No experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). Chairman of the Board & Ex-Officio Member Sandip Das is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.お知らせ • Oct 22Balmer Lawrie Investments Limited to Report Q2, 2023 Results on Nov 14, 2022Balmer Lawrie Investments Limited announced that they will report Q2, 2023 results on Nov 14, 2022Upcoming Dividend • Sep 12Upcoming dividend of ₹30.00 per shareEligible shareholders must have bought the stock before 19 September 2022. Payment date: 27 October 2022. Trailing yield: 7.0%. Within top quartile of Indian dividend payers (1.6%). Higher than average of industry peers (0.5%).Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: ₹16.00 (vs ₹10.48 in 1Q 2022)First quarter 2023 results: EPS: ₹16.00 (up from ₹10.48 in 1Q 2022). Revenue: ₹6.58b (up 32% from 1Q 2022). Net income: ₹355.3m (up 53% from 1Q 2022). Profit margin: 5.4% (up from 4.7% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Aug 13Balmer Lawrie Investments Limited, Annual General Meeting, Sep 27, 2022Balmer Lawrie Investments Limited, Annual General Meeting, Sep 27, 2022, at 16:00 Indian Standard Time.お知らせ • Jul 02Balmer Lawrie Investments Limited Appoints Shri Shyam Singh Mahar as Additional Director, Effect from 1 July, 2022Balmer Lawrie Investments Limited board of directors have approved the appointment of Shri Shyam Singh Mahar as an Additional Director in the category of Non-Executive, Government Nominee Director of the Company with effect from 1 July, 2022, in line with the recommendation of the nomination and remuneration committee. Shri Shyam Singh Mahar is a bachelor of science (Physics Hons) from Delhi University. Shri Shyam Singh is currently working as the deputy secretary (Admin) under the Ministry of Petroleum and Natural Gas, Government of India.Reported Earnings • Jun 05Full year 2022 earnings released: EPS: ₹39.88 (vs ₹35.92 in FY 2021)Full year 2022 results: EPS: ₹39.88 (up from ₹35.92 in FY 2021). Revenue: ₹20.8b (up 33% from FY 2021). Net income: ₹885.2m (up 11% from FY 2021). Profit margin: 4.2% (down from 5.1% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • May 31Balmer Lawrie Investments Limited Recommends Dividend for the Year Ended March 31, 2022The Board of Directors of Balmer Lawrie Investments Limited at its Meeting dated May 30, 2022 has recommended a Dividend of INR 30 per equity share on 22,197,269 Equity Shares of the company for the Financial Year ended March 31, 2022.お知らせ • May 14Balmer Lawrie Investments Limited to Report Q4, 2022 Results on May 30, 2022Balmer Lawrie Investments Limited announced that they will report Q4, 2022 results on May 30, 2022Board Change • Apr 27Less than half of directors are independentThere are 3 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 new directors. No experienced directors. No highly experienced directors. 1 independent director (2 non-independent directors). Non-Executive, Independent Woman Director Shilpa Patwardhan is the most experienced director on the board, commencing their role in 2019. They were also the last independent director to join the board. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.お知らせ • Apr 19Balmer Lawrie Investments Limited Announces Cessation of Perin Devi Rao as Non- Executive, Government Nominee DirectorBalmer Lawrie Investments Limited announced the cessation of directorship of Smt. Perin Devi Rao as a Non- Executive, Government Nominee Director of the company owing to completion of her tenure with effect from 2nd January, 2022.Reported Earnings • Feb 13Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹7.96 (up from ₹5.86 in 3Q 2021). Revenue: ₹5.06b (up 30% from 3Q 2021). Net income: ₹176.8m (up 36% from 3Q 2021). Profit margin: 3.5% (up from 3.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 1% per year.Reported Earnings • Feb 13Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹7.96 (up from ₹5.86 in 3Q 2021). Revenue: ₹5.06b (up 30% from 3Q 2021). Net income: ₹176.8m (up 36% from 3Q 2021). Profit margin: 3.5% (up from 3.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 1% per year.お知らせ • Feb 03Balmer Lawrie Investments Limited to Report Q3, 2022 Results on Feb 11, 2022Balmer Lawrie Investments Limited announced that they will report Q3, 2022 results on Feb 11, 2022Upcoming Dividend • Sep 13Upcoming dividend of ₹38.00 per shareEligible shareholders must have bought the stock before 20 September 2021. Payment date: 28 October 2021. Trailing yield: 7.9%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.6%).Reported Earnings • Jul 02Full year 2021 earnings released: EPS ₹35.92 (vs ₹47.63 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: ₹16.1b (up 2.0% from FY 2020). Net income: ₹797.3m (down 25% from FY 2020). Profit margin: 4.9% (down from 6.7% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 5% per year.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹474, the stock is trading at a trailing P/E ratio of 16.7x, up from the previous P/E ratio of 14.5x. This compares to an average P/E of 26x in the Industrials industry in India. Total returns to shareholders over the past three years are 49%.Is New 90 Day High Low • Mar 04New 90-day high: ₹462The company is up 25% from its price of ₹369 on 04 December 2020. The Indian market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Industrials industry, which is up 20% over the same period.Reported Earnings • Feb 15Third quarter 2021 earnings released: EPS ₹5.86 (vs ₹27.33 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: ₹3.99b (up 3.6% from 3Q 2020). Net income: ₹130.0m (down 67% from 3Q 2020). Profit margin: 3.3% (down from 10% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Feb 04Balmer Lawrie Investments Limited to Report Q3, 2021 Results on Feb 12, 2021Balmer Lawrie Investments Limited announced that they will report Q3, 2021 results on Feb 12, 2021お知らせ • Jan 15Balmer Lawrie Investments Limited Announces Directorate ChangesBalmer Lawrie Investments Limited announced Cessation of directorship of Shyam Singh Mahar as Non-Executive, Government Nominee Director of the Company with effect from January 14, 2021. Also announced appointment of Mrityunjay Jha as Non-Executive, Government Nominee Director of the Company with effect from January 14, 2021.Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹421, the stock is trading at a trailing P/E ratio of 8.8x, up from the previous P/E ratio of 7.7x. This compares to an average P/E of 17x in the Industrials industry in India. Total returns to shareholders over the past three years are 10.0%.Is New 90 Day High Low • Dec 16New 90-day high: ₹374The company is up 4.0% from its price of ₹359 on 17 September 2020. The Indian market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Industrials industry, which is up 19% over the same period.Is New 90 Day High Low • Nov 16New 90-day low: ₹331The company is down 19% from its price of ₹406 on 18 August 2020. The Indian market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Industrials industry, which is up 5.0% over the same period.お知らせ • Nov 03Balmer Lawrie Investments Limited to Report Q2, 2021 Results on Nov 09, 2020Balmer Lawrie Investments Limited announced that they will report Q2, 2021 results on Nov 09, 2020Is New 90 Day High Low • Oct 26New 90-day low: ₹335The company is down 16% from its price of ₹398 on 28 July 2020. The Indian market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Industrials industry, which is up 4.0% over the same period.Is New 90 Day High Low • Oct 08New 90-day low: ₹338The company is down 15% from its price of ₹396 on 10 July 2020. The Indian market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Industrials industry, which is up 4.0% over the same period.お知らせ • Jun 20Balmer Lawrie Investments Limited to Report Q4, 2020 Results on Jun 29, 2020Balmer Lawrie Investments Limited announced that they will report Q4, 2020 results on Jun 29, 2020決済の安定と成長配当データの取得安定した配当: 532485の配当金支払いは、過去10年間 変動性 が高かった。増加する配当: 532485の配当金は過去10年間にわたって増加しています。配当利回り対市場Balmer Lawrie Investments 配当利回り対市場532485 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (532485)3.2%市場下位25% (IN)0.3%市場トップ25% (IN)1.5%業界平均 (Industrials)0.7%アナリスト予想 (532485) (最長3年)n/a注目すべき配当: 532485の配当金 ( 3.22% ) はIndian市場の配当金支払者の下位 25% ( 0.3% ) よりも高くなっています。高配当: 532485の配当金 ( 3.22% ) はIndian市場 ( 1.49% ) の配当支払者の中で上位 25% に入っています。株主への利益配当収益カバレッジ: 532485の配当金は、合理的な 配当性向 ( 55.6% ) により、利益によって賄われています。株主配当金キャッシュフローカバレッジ: 532485は低い 現金配当性向 ( 21.9% ) であるため、配当金の支払いはキャッシュフローによって十分にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YIN 市場の強力な配当支払い企業。View Management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2026/06/10 14:43終値2026/06/10 00:00収益2026/03/31年間収益2026/03/31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Balmer Lawrie Investments Limited 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
Upcoming Dividend • Sep 09Upcoming dividend of ₹4.30 per shareEligible shareholders must have bought the stock before 16 September 2025. Payment date: 23 October 2025. Payout ratio is a comfortable 56% and the cash payout ratio is 99%. Trailing yield: 4.6%. Within top quartile of Indian dividend payers (1.3%). Higher than average of industry peers (0.8%).
Declared Dividend • Aug 15Dividend increased to ₹4.30Dividend of ₹4.30 is 13% higher than last year. Ex-date: 16th September 2025 Payment date: 23rd October 2025 Dividend yield will be 5.1%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is covered by earnings (50% earnings payout ratio) but not adequately covered by cash flows (99% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Sep 13Upcoming dividend of ₹38.00 per shareEligible shareholders must have bought the stock before 20 September 2024. Payment date: 26 October 2024. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Indian dividend payers (1.0%). Higher than average of industry peers (0.5%).
Declared Dividend • Aug 10Dividend of ₹38.00 announcedShareholders will receive a dividend of ₹38.00. Ex-date: 20th September 2024 Payment date: 26th October 2024 Dividend yield will be 40%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 21% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • May 30Balmer Lawrie Investments Limited Recommends Dividend for the Financial Year Ended March 31, 2024Balmer Lawrie Investments Limited at its board meeting held on May 28, 2024 recommended dividend of INR 38.00 per equity share of the company for the financial year ended March 31, 2024. The said dividend, if declared by the Shareholders at the ensuing Annual General Meeting of the Company shall be paid within 30 days from the date of such declaration.
Upcoming Dividend • Sep 13Upcoming dividend of ₹33.00 per share at 6.9% yieldEligible shareholders must have bought the stock before 20 September 2023. Payment date: 27 October 2023. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 6.9%. Within top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (0.5%).
Reported Earnings • May 23Full year 2026 earnings released: EPS: ₹8.04 (vs ₹7.73 in FY 2025)Full year 2026 results: EPS: ₹8.04 (up from ₹7.73 in FY 2025). Revenue: ₹27.7b (up 8.1% from FY 2025). Net income: ₹1.78b (up 3.9% from FY 2025). Profit margin: 6.4% (down from 6.7% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 12Balmer Lawrie Investments Limited to Report Q4, 2026 Results on May 21, 2026Balmer Lawrie Investments Limited announced that they will report Q4, 2026 results at 12:15 PM, Indian Standard Time on May 21, 2026
Buy Or Sell Opportunity • Apr 01Now 24% overvaluedOver the last 90 days, the stock has fallen 7.1% to ₹67.82. The fair value is estimated to be ₹54.79, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 16%.
Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: ₹1.93 (vs ₹1.88 in 3Q 2025)Third quarter 2026 results: EPS: ₹1.93 (up from ₹1.88 in 3Q 2025). Revenue: ₹6.66b (up 3.8% from 3Q 2025). Net income: ₹427.3m (up 2.4% from 3Q 2025). Profit margin: 6.4% (down from 6.5% 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 16% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 27Balmer Lawrie Investments Limited to Report Q3, 2026 Results on Feb 13, 2026Balmer Lawrie Investments Limited announced that they will report Q3, 2026 results on Feb 13, 2026
お知らせ • Oct 29Balmer Lawrie Investments Limited to Report Q2, 2026 Results on Nov 11, 2025Balmer Lawrie Investments Limited announced that they will report Q2, 2026 results on Nov 11, 2025
Upcoming Dividend • Sep 09Upcoming dividend of ₹4.30 per shareEligible shareholders must have bought the stock before 16 September 2025. Payment date: 23 October 2025. Payout ratio is a comfortable 56% and the cash payout ratio is 99%. Trailing yield: 4.6%. Within top quartile of Indian dividend payers (1.3%). Higher than average of industry peers (0.8%).
Buy Or Sell Opportunity • Aug 21Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to ₹91.41. The fair value is estimated to be ₹75.89, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 22%.
Declared Dividend • Aug 15Dividend increased to ₹4.30Dividend of ₹4.30 is 13% higher than last year. Ex-date: 16th September 2025 Payment date: 23rd October 2025 Dividend yield will be 5.1%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is covered by earnings (50% earnings payout ratio) but not adequately covered by cash flows (99% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 14Balmer Lawrie Investments Limited, Annual General Meeting, Sep 23, 2025Balmer Lawrie Investments Limited, Annual General Meeting, Sep 23, 2025, at 16:00 Indian Standard Time. Location: ghanshyam das birla sabhagar, 29, ashutosh choudhry avenue, kolkata - 700019, India
Reported Earnings • Aug 14First quarter 2026 earnings released: EPS: ₹2.01 (vs ₹1.86 in 1Q 2025)First quarter 2026 results: EPS: ₹2.01 (up from ₹1.86 in 1Q 2025). Revenue: ₹6.93b (up 6.1% from 1Q 2025). Net income: ₹446.6m (up 8.4% from 1Q 2025). Profit margin: 6.4% (up from 6.3% 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 22% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Aug 08New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Over 9x increase in shares outstanding. This is considered a major 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 Risk Shareholders have been substantially diluted in the past year (over 9x increase in shares outstanding). Minor Risk Dividend is not well covered by cash flows (99% cash payout ratio).
お知らせ • Jul 24Balmer Lawrie Investments Limited to Report Q1, 2026 Results on Aug 13, 2025Balmer Lawrie Investments Limited announced that they will report Q1, 2026 results on Aug 13, 2025
Reported Earnings • May 27Full year 2025 earnings released: EPS: ₹0.77 (vs ₹7.57 in FY 2024)Full year 2025 results: EPS: ₹0.77. Revenue: ₹25.8b (up 7.8% from FY 2024). Net income: ₹1.72b (up 2.2% from FY 2024). Profit margin: 6.7% (down from 7.0% in FY 2024). The decrease in margin was driven by higher expenses.
お知らせ • May 01Balmer Lawrie Investments Limited to Report Q4, 2025 Results on May 21, 2025Balmer Lawrie Investments Limited announced that they will report Q4, 2025 results on May 21, 2025
Reported Earnings • Feb 14Third quarter 2025 earnings released: EPS: ₹18.79 (vs ₹1.94 in 3Q 2024)Third quarter 2025 results: EPS: ₹18.79. Revenue: ₹6.42b (up 7.4% from 3Q 2024). Net income: ₹417.1m (down 3.0% from 3Q 2024). Profit margin: 6.5% (down from 7.2% in 3Q 2024). The decrease in margin was driven by higher expenses.
お知らせ • Jan 29Balmer Lawrie Investments Limited to Report Q3, 2025 Results on Feb 13, 2025Balmer Lawrie Investments Limited announced that they will report Q3, 2025 results on Feb 13, 2025
お知らせ • Oct 31Balmer Lawrie Investments Limited to Report Q2, 2025 Results on Nov 12, 2024Balmer Lawrie Investments Limited announced that they will report Q2, 2025 results on Nov 12, 2024
Upcoming Dividend • Sep 13Upcoming dividend of ₹38.00 per shareEligible shareholders must have bought the stock before 20 September 2024. Payment date: 26 October 2024. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Indian dividend payers (1.0%). Higher than average of industry peers (0.5%).
Declared Dividend • Aug 10Dividend of ₹38.00 announcedShareholders will receive a dividend of ₹38.00. Ex-date: 20th September 2024 Payment date: 26th October 2024 Dividend yield will be 40%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 21% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 09Balmer Lawrie Investments Limited, Annual General Meeting, Sep 26, 2024Balmer Lawrie Investments Limited, Annual General Meeting, Sep 26, 2024, at 16:00 Indian Standard Time.
Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: ₹1.86 (vs ₹1.66 in 1Q 2024)First quarter 2025 results: EPS: ₹1.86 (up from ₹1.66 in 1Q 2024). Revenue: ₹6.53b (up 8.0% from 1Q 2024). Net income: ₹412.0m (up 12% from 1Q 2024). Profit margin: 6.3% (up from 6.1% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Aug 08New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₹2.20b (US$26.2m) This is considered a minor 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.
お知らせ • Jul 26Balmer Lawrie Investments Limited to Report Q1, 2025 Results on Aug 08, 2024Balmer Lawrie Investments Limited announced that they will report Q1, 2025 results on Aug 08, 2024
Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹851, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 27x in the Industrials industry in India. Total returns to shareholders of 122% over the past three years.
お知らせ • May 30Balmer Lawrie Investments Limited Recommends Dividend for the Financial Year Ended March 31, 2024Balmer Lawrie Investments Limited at its board meeting held on May 28, 2024 recommended dividend of INR 38.00 per equity share of the company for the financial year ended March 31, 2024. The said dividend, if declared by the Shareholders at the ensuing Annual General Meeting of the Company shall be paid within 30 days from the date of such declaration.
Reported Earnings • May 29Full year 2024 earnings released: EPS: ₹75.68 (vs ₹49.98 in FY 2023)Full year 2024 results: EPS: ₹75.68 (up from ₹49.98 in FY 2023). Revenue: ₹24.0b (up 2.1% from FY 2023). Net income: ₹1.68b (up 51% from FY 2023). Profit margin: 7.0% (up from 4.7% in FY 2023). Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 23% per year.
Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹864, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 31x in the Industrials industry in India. Total returns to shareholders of 123% over the past three years.
お知らせ • May 11Balmer Lawrie Investments Limited to Report Q4, 2024 Results on May 28, 2024Balmer Lawrie Investments Limited announced that they will report Q4, 2024 results on May 28, 2024
Reported Earnings • Feb 14Third quarter 2024 earnings released: EPS: ₹19.38 (vs ₹11.00 in 3Q 2023)Third quarter 2024 results: EPS: ₹19.38 (up from ₹11.00 in 3Q 2023). Revenue: ₹5.98b (up 15% from 3Q 2023). Net income: ₹430.1m (up 76% from 3Q 2023). Profit margin: 7.2% (up from 4.7% 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 18% per year whereas the company’s share price has increased by 16% per year.
Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₹665, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 26x in the Industrials industry in India. Total returns to shareholders of 109% over the past three years.
お知らせ • Jan 12Balmer Lawrie Investments Limited to Report Q3, 2024 Results on Feb 12, 2024Balmer Lawrie Investments Limited announced that they will report Q3, 2024 results on Feb 12, 2024
お知らせ • Dec 12Balmer Lawrie Investments Limited Announces the Cessation of Shri Shyam Singh Mahar as Non-Executive DirectorBalmer Lawrie Investments Limited announced the cessation of directorship of Shri Shyam Singh Mahar (DIN: 08511166) as a Non-Executive Director in the designation of Government Nominee Director of the Company with effect from 7th December, 2023.
お知らせ • Nov 10Balmer Lawrie Investments Limited Changes in DirectorateBalmer Lawrie Investments Limited announced cessation of directorship of Shri Mrityunjay Jha, as a Non-Executive Director in the designation of Government Nominee Director of the Company with effect from 18th October, 2023 owing to withdrawal of nomination by the Ministry of Petroleum and Natural Gas.
お知らせ • Oct 28Balmer Lawrie Investments Limited to Report Q2, 2024 Results on Nov 09, 2023Balmer Lawrie Investments Limited announced that they will report Q2, 2024 results on Nov 09, 2023
お知らせ • Oct 01Balmer Lawrie Investments Limited Appoints Saurav Dutta as a Director in the Category of Non- Executive DirectorBalmer Lawrie Investments Limited announced that at the AGM held on 27 September, 2023 have approved the appointment of Shri Saurav Dutta as a Director of the Company in the category of Non- Executive Director (Ex-officio) of the Company with effect from 14 February, 2023 for a period of five years from the date of his assumption of charge of the post of Director (Finance), Balmer Lawrie & Co. Ltd. or till the date of his superannuation, or until further orders from the Administrative Ministry, whichever is earliest and whose office shall be subject to retirement of Directors by rotation. Shri Saurav Dutta, a qualified Chartered Accountant and Company Secretary, joined Balmer Lawrie & Co. Ltd. (which is the Subsidiary Company of Balmer Lawrie Investments Limited) on 16th June, 1997. Presently, Shri Saurav Dutta is Director (Finance) & CFO of Balmer Lawrie & Co. Ltd. Prior to taking over as Director (Finance) of Balmer Lawrie & Co. Ltd., he was holding the position of Vice President (Finance). A seasoned professional with nearly 30 years of experience, he has worked in core business areas in both manufacturing and services, Corporate Finance and taxation function and headed the Finance function ofa Joint Venture during his tenure at Balmer Lawrie & Co. Ltd. Shri Saurav Dutta also holds the position of a Non-Executive Director in Visakhapatnam Port Logistics Park Limited which is a Subsidiary of Balmer Lawrie & Co. Ltd. He also holds position of Commissioner in PT Balmer Lawrie Indonesia, which is a Joint Venture of Balmer Lawrie & Co. Ltd.
Valuation Update With 7 Day Price Move • Sep 21Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹406, the stock trades at a trailing P/E ratio of 8x. Average trailing P/E is 25x in the Industrials industry in India. Total returns to shareholders of 50% over the past three years.
Upcoming Dividend • Sep 13Upcoming dividend of ₹33.00 per share at 6.9% yieldEligible shareholders must have bought the stock before 20 September 2023. Payment date: 27 October 2023. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 6.9%. Within top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (0.5%).
お知らせ • Aug 09Balmer Lawrie Investments Limited, Annual General Meeting, Sep 27, 2023Balmer Lawrie Investments Limited, Annual General Meeting, Sep 27, 2023, at 16:00 Indian Standard Time.
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: ₹16.61 (vs ₹16.00 in 1Q 2023)First quarter 2024 results: EPS: ₹16.61 (up from ₹16.00 in 1Q 2023). Revenue: ₹6.05b (down 8.1% from 1Q 2023). Net income: ₹368.8m (up 3.8% from 1Q 2023). Profit margin: 6.1% (up from 5.4% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 01Balmer Lawrie Investments Limited to Report Q1, 2024 Results on Aug 08, 2023Balmer Lawrie Investments Limited announced that they will report Q1, 2024 results on Aug 08, 2023
Reported Earnings • Jun 01Full year 2023 earnings released: EPS: ₹49.98 (vs ₹39.88 in FY 2022)Full year 2023 results: EPS: ₹49.98 (up from ₹39.88 in FY 2022). Revenue: ₹23.7b (up 14% from FY 2022). Net income: ₹1.11b (up 25% from FY 2022). Profit margin: 4.7% (up from 4.2% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 7% per year.
お知らせ • May 11Balmer Lawrie Investments Limited to Report Q4, 2023 Results on May 30, 2023Balmer Lawrie Investments Limited announced that they will report Q4, 2023 results on May 30, 2023
Reported Earnings • Feb 16Third quarter 2023 earnings released: EPS: ₹11.00 (vs ₹7.96 in 3Q 2022)Third quarter 2023 results: EPS: ₹11.00 (up from ₹7.96 in 3Q 2022). Revenue: ₹5.19b (up 1.5% from 3Q 2022). Net income: ₹244.2m (up 38% from 3Q 2022). Profit margin: 4.7% (up from 3.5% in 3Q 2022). 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 3% per year, which means it is significantly lagging earnings.
お知らせ • Feb 15Balmer Lawrie Investments Limited Announces Cessation of Directorship of Adhip Nath Palchaudhuri as an Additional, Non-Executive DirectorBalmer Lawrie Investments Limited announced that in line with the recommendation of Nomination and Remuneration Committee, the Board of Directors of the Company at its Meeting held on 14 February, 2023 have inter-alia, approved the cessation of directorship of Shri Adhip Nath Palchaudhuri as an Additional, Non-Executive Director (Ex-officio) of the Company with effect from 14 February, 2023 pursuant to letter bearing reference no. CA-31 024/2/2022-PNG (44948) dated 30 December 2022 read with letter bearing reference no. CA-31 02411 /2021-PNG (36607) dated 31 January, 2023 received from the Ministry of Petroleum and Natural Gas, Government of India, Administrative Ministry. The cessation of directorship of Shri Adhip Nath Palchaudhuri as an Additional, Non-Executive Director (Ex-officio) of the Company took place owing to the below mentioned appointment on the Board of the Company.
お知らせ • Feb 05Balmer Lawrie Investments Limited to Report Q3, 2023 Results on Feb 14, 2023Balmer Lawrie Investments Limited announced that they will report Q3, 2023 results on Feb 14, 2023
お知らせ • Jan 04Balmer Lawrie Investments Limited Appoints Adhip Nath Palchaudhuri as an Additional DirectorBalmer Lawrie Investments Limited informed that pursuant to the Nomination Letters bearing reference Nos.- P-21014/1/2006-Mkt dated 16th April, 2010 and CA-31024/2/2022-PNG (44948) dated 30th December, 2022 as received from the Ministry of Petroleum and Natural Gas and in line with the recommendation of the Nomination and Remuneration Committee, the Board of Directors of the Company vide its Resolution by Circulation passed on 3rd January, 2023 have approved the appointment of Shri Adhip Nath Palchaudhuri, (DIN: 08695322) as an Additional Director in the category of Non-Executive Director (Ex-officio) of the Company for a period of three months w.e.f., 1st January, 2023 or till the appointment of regular incumbent to the post, or until further orders, whichever is the earliest subject to approval by the Shareholders as per Regulation 17 (1 C) of Listing Regulations read with Section 161 of the Companies Act, 2013. The brief profile of the Shri Adhip Nath Palchaudhuri, (DIN: 08695322) and other details are as hereunder: Shri Adhip Nath Palchaudhuri holds a B.E (E&C) degree from University of Roorkee (now IIT Roorkee) and a PGDM from IIM Lucknow. Shri Adhip Nath Palchaudhuri holds the designation of Director (Services Businesses) of Balmer Lawrie and Company Limited and has professional work experience of 28 years. Shri Adhip Nath Palchaudhuri had worked with a wide variety of organizations in the IT Services/Consulting field in India and abroad. As per the requirement of the Circular no. LIST/COMP/14/2018-19 dated 20th June, 2018 issued by BSE Limited on the subject of enforcement of SEBI Orders regarding appointment of Directors by listed companies.
お知らせ • Jan 03Balmer Lawrie Investments Limited Announces Resignation of Shri Sandip Das as Non-Executive DirectorBalmer Lawrie Investments Limited announced that Shri Sandip Das (DIN: 08217697) has ceased to be a Non-Executive Director (Ex-officio) with effect from 1st January, 2023 owing to completion of his tenure of office as Director (Finance) of Balmer Lawrie and Company Limited with effect from 1st January, 2023 pursuant to his superannuation from the services of the Company in line with the letter bearing reference No. CA- 31024/2/2018-PNG (25059) dated 20th January, 2020 received from the Ministry of Petroleum and Natural Gas, Government of India, being the Administrative Ministry.
Reported Earnings • Nov 19Second quarter 2023 earnings released: EPS: ₹10.24 (vs ₹7.94 in 2Q 2022)Second quarter 2023 results: EPS: ₹10.24 (up from ₹7.94 in 2Q 2022). Revenue: ₹5.61b (up 13% from 2Q 2022). Net income: ₹227.3m (up 29% from 2Q 2022). Profit margin: 4.1% (up from 3.5% in 2Q 2022). The increase in margin was driven by higher revenue. 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 4% per year, which means it is significantly lagging earnings.
Board Change • Nov 16No independent directorsThere are 3 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 new directors. No experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). Chairman of the Board & Ex-Officio Member Sandip Das is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.
お知らせ • Oct 22Balmer Lawrie Investments Limited to Report Q2, 2023 Results on Nov 14, 2022Balmer Lawrie Investments Limited announced that they will report Q2, 2023 results on Nov 14, 2022
Upcoming Dividend • Sep 12Upcoming dividend of ₹30.00 per shareEligible shareholders must have bought the stock before 19 September 2022. Payment date: 27 October 2022. Trailing yield: 7.0%. Within top quartile of Indian dividend payers (1.6%). Higher than average of industry peers (0.5%).
Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: ₹16.00 (vs ₹10.48 in 1Q 2022)First quarter 2023 results: EPS: ₹16.00 (up from ₹10.48 in 1Q 2022). Revenue: ₹6.58b (up 32% from 1Q 2022). Net income: ₹355.3m (up 53% from 1Q 2022). Profit margin: 5.4% (up from 4.7% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Aug 13Balmer Lawrie Investments Limited, Annual General Meeting, Sep 27, 2022Balmer Lawrie Investments Limited, Annual General Meeting, Sep 27, 2022, at 16:00 Indian Standard Time.
お知らせ • Jul 02Balmer Lawrie Investments Limited Appoints Shri Shyam Singh Mahar as Additional Director, Effect from 1 July, 2022Balmer Lawrie Investments Limited board of directors have approved the appointment of Shri Shyam Singh Mahar as an Additional Director in the category of Non-Executive, Government Nominee Director of the Company with effect from 1 July, 2022, in line with the recommendation of the nomination and remuneration committee. Shri Shyam Singh Mahar is a bachelor of science (Physics Hons) from Delhi University. Shri Shyam Singh is currently working as the deputy secretary (Admin) under the Ministry of Petroleum and Natural Gas, Government of India.
Reported Earnings • Jun 05Full year 2022 earnings released: EPS: ₹39.88 (vs ₹35.92 in FY 2021)Full year 2022 results: EPS: ₹39.88 (up from ₹35.92 in FY 2021). Revenue: ₹20.8b (up 33% from FY 2021). Net income: ₹885.2m (up 11% from FY 2021). Profit margin: 4.2% (down from 5.1% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • May 31Balmer Lawrie Investments Limited Recommends Dividend for the Year Ended March 31, 2022The Board of Directors of Balmer Lawrie Investments Limited at its Meeting dated May 30, 2022 has recommended a Dividend of INR 30 per equity share on 22,197,269 Equity Shares of the company for the Financial Year ended March 31, 2022.
お知らせ • May 14Balmer Lawrie Investments Limited to Report Q4, 2022 Results on May 30, 2022Balmer Lawrie Investments Limited announced that they will report Q4, 2022 results on May 30, 2022
Board Change • Apr 27Less than half of directors are independentThere are 3 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 new directors. No experienced directors. No highly experienced directors. 1 independent director (2 non-independent directors). Non-Executive, Independent Woman Director Shilpa Patwardhan is the most experienced director on the board, commencing their role in 2019. They were also the last independent director to join the board. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.
お知らせ • Apr 19Balmer Lawrie Investments Limited Announces Cessation of Perin Devi Rao as Non- Executive, Government Nominee DirectorBalmer Lawrie Investments Limited announced the cessation of directorship of Smt. Perin Devi Rao as a Non- Executive, Government Nominee Director of the company owing to completion of her tenure with effect from 2nd January, 2022.
Reported Earnings • Feb 13Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹7.96 (up from ₹5.86 in 3Q 2021). Revenue: ₹5.06b (up 30% from 3Q 2021). Net income: ₹176.8m (up 36% from 3Q 2021). Profit margin: 3.5% (up from 3.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 1% per year.
Reported Earnings • Feb 13Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹7.96 (up from ₹5.86 in 3Q 2021). Revenue: ₹5.06b (up 30% from 3Q 2021). Net income: ₹176.8m (up 36% from 3Q 2021). Profit margin: 3.5% (up from 3.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 1% per year.
お知らせ • Feb 03Balmer Lawrie Investments Limited to Report Q3, 2022 Results on Feb 11, 2022Balmer Lawrie Investments Limited announced that they will report Q3, 2022 results on Feb 11, 2022
Upcoming Dividend • Sep 13Upcoming dividend of ₹38.00 per shareEligible shareholders must have bought the stock before 20 September 2021. Payment date: 28 October 2021. Trailing yield: 7.9%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.6%).
Reported Earnings • Jul 02Full year 2021 earnings released: EPS ₹35.92 (vs ₹47.63 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: ₹16.1b (up 2.0% from FY 2020). Net income: ₹797.3m (down 25% from FY 2020). Profit margin: 4.9% (down from 6.7% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 5% per year.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹474, the stock is trading at a trailing P/E ratio of 16.7x, up from the previous P/E ratio of 14.5x. This compares to an average P/E of 26x in the Industrials industry in India. Total returns to shareholders over the past three years are 49%.
Is New 90 Day High Low • Mar 04New 90-day high: ₹462The company is up 25% from its price of ₹369 on 04 December 2020. The Indian market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Industrials industry, which is up 20% over the same period.
Reported Earnings • Feb 15Third quarter 2021 earnings released: EPS ₹5.86 (vs ₹27.33 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: ₹3.99b (up 3.6% from 3Q 2020). Net income: ₹130.0m (down 67% from 3Q 2020). Profit margin: 3.3% (down from 10% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Feb 04Balmer Lawrie Investments Limited to Report Q3, 2021 Results on Feb 12, 2021Balmer Lawrie Investments Limited announced that they will report Q3, 2021 results on Feb 12, 2021
お知らせ • Jan 15Balmer Lawrie Investments Limited Announces Directorate ChangesBalmer Lawrie Investments Limited announced Cessation of directorship of Shyam Singh Mahar as Non-Executive, Government Nominee Director of the Company with effect from January 14, 2021. Also announced appointment of Mrityunjay Jha as Non-Executive, Government Nominee Director of the Company with effect from January 14, 2021.
Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹421, the stock is trading at a trailing P/E ratio of 8.8x, up from the previous P/E ratio of 7.7x. This compares to an average P/E of 17x in the Industrials industry in India. Total returns to shareholders over the past three years are 10.0%.
Is New 90 Day High Low • Dec 16New 90-day high: ₹374The company is up 4.0% from its price of ₹359 on 17 September 2020. The Indian market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Industrials industry, which is up 19% over the same period.
Is New 90 Day High Low • Nov 16New 90-day low: ₹331The company is down 19% from its price of ₹406 on 18 August 2020. The Indian market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Industrials industry, which is up 5.0% over the same period.
お知らせ • Nov 03Balmer Lawrie Investments Limited to Report Q2, 2021 Results on Nov 09, 2020Balmer Lawrie Investments Limited announced that they will report Q2, 2021 results on Nov 09, 2020
Is New 90 Day High Low • Oct 26New 90-day low: ₹335The company is down 16% from its price of ₹398 on 28 July 2020. The Indian market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Industrials industry, which is up 4.0% over the same period.
Is New 90 Day High Low • Oct 08New 90-day low: ₹338The company is down 15% from its price of ₹396 on 10 July 2020. The Indian market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Industrials industry, which is up 4.0% over the same period.
お知らせ • Jun 20Balmer Lawrie Investments Limited to Report Q4, 2020 Results on Jun 29, 2020Balmer Lawrie Investments Limited announced that they will report Q4, 2020 results on Jun 29, 2020