AIA Engineering（532683）株式概要AIA Engineering Limited は、高クロム耐摩耗性、耐食性、耐摩耗性鋳物の設計、開発、製造、据付、サービスをインド国内外で行っています。 詳細532683 ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長0/6過去の実績3/6財務の健全性5/6配当金4/6報酬過去5年間の収益は年間15.3%増加しました。 リスク分析不安定な配当実績 すべてのリスクチェックを見る532683 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value₹Current Price₹3.98k23.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture070b2016201920222025202620282031Revenue ₹70.0bEarnings ₹18.9bAdvancedSet Fair ValueView all narrativesAIA Engineering Limited 競合他社Timken IndiaSymbol: BSE:522113Market cap: ₹272.2bThermaxSymbol: NSEI:THERMAXMarket cap: ₹499.6bGrindwell NortonSymbol: BSE:506076Market cap: ₹214.4bKirloskar Oil EnginesSymbol: NSEI:KIRLOSENGMarket cap: ₹247.5b価格と性能株価の高値、安値、推移の概要AIA Engineering過去の株価現在の株価₹3,980.7052週高値₹4,200.0052週安値₹3,000.60ベータ0.221ヶ月の変化-0.92%3ヶ月変化3.27%1年変化18.44%3年間の変化42.63%5年間の変化106.05%IPOからの変化3,796.92%最新ニュースPrice Target Changed • Feb 02Price target increased by 7.7% to ₹3,952Up from ₹3,669, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of ₹4,010. Stock is up 9.9% over the past year. The company is forecast to post earnings per share of ₹126 for next year compared to ₹113 last year.Reported Earnings • Jan 31Third quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2026 results: EPS: ₹31.54 (up from ₹27.78 in 3Q 2025). Revenue: ₹10.7b (flat on 3Q 2025). Net income: ₹2.94b (up 14% from 3Q 2025). Profit margin: 28% (up from 24% in 3Q 2025). Revenue missed analyst estimates by 6.4%. Earnings per share (EPS) exceeded analyst estimates by 8.6%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 19AIA Engineering Limited to Report Q3, 2026 Results on Jan 30, 2026AIA Engineering Limited announced that they will report Q3, 2026 results on Jan 30, 2026Price Target Changed • Nov 20Price target increased by 7.1% to ₹3,702Up from ₹3,456, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of ₹3,839. Stock is up 13% over the past year. The company is forecast to post earnings per share of ₹122 for next year compared to ₹113 last year.Price Target Changed • Nov 12Price target increased by 7.1% to ₹3,703Up from ₹3,456, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of ₹3,603. Stock is up 2.5% over the past year. The company is forecast to post earnings per share of ₹121 for next year compared to ₹113 last year.Reported Earnings • Nov 08Second quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2026 results: EPS: ₹29.73 (up from ₹27.29 in 2Q 2025). Revenue: ₹11.5b (up 9.8% from 2Q 2025). Net income: ₹2.77b (up 8.1% from 2Q 2025). Profit margin: 24% (in line with 2Q 2025). Revenue missed analyst estimates by 4.3%. Earnings per share (EPS) exceeded analyst estimates by 1.7%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 8% per year.最新情報をもっと見るRecent updatesPrice Target Changed • Feb 02Price target increased by 7.7% to ₹3,952Up from ₹3,669, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of ₹4,010. Stock is up 9.9% over the past year. The company is forecast to post earnings per share of ₹126 for next year compared to ₹113 last year.Reported Earnings • Jan 31Third quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2026 results: EPS: ₹31.54 (up from ₹27.78 in 3Q 2025). Revenue: ₹10.7b (flat on 3Q 2025). Net income: ₹2.94b (up 14% from 3Q 2025). Profit margin: 28% (up from 24% in 3Q 2025). Revenue missed analyst estimates by 6.4%. Earnings per share (EPS) exceeded analyst estimates by 8.6%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 19AIA Engineering Limited to Report Q3, 2026 Results on Jan 30, 2026AIA Engineering Limited announced that they will report Q3, 2026 results on Jan 30, 2026Price Target Changed • Nov 20Price target increased by 7.1% to ₹3,702Up from ₹3,456, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of ₹3,839. Stock is up 13% over the past year. The company is forecast to post earnings per share of ₹122 for next year compared to ₹113 last year.Price Target Changed • Nov 12Price target increased by 7.1% to ₹3,703Up from ₹3,456, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of ₹3,603. Stock is up 2.5% over the past year. The company is forecast to post earnings per share of ₹121 for next year compared to ₹113 last year.Reported Earnings • Nov 08Second quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2026 results: EPS: ₹29.73 (up from ₹27.29 in 2Q 2025). Revenue: ₹11.5b (up 9.8% from 2Q 2025). Net income: ₹2.77b (up 8.1% from 2Q 2025). Profit margin: 24% (in line with 2Q 2025). Revenue missed analyst estimates by 4.3%. Earnings per share (EPS) exceeded analyst estimates by 1.7%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 8% per year.お知らせ • Sep 16AIA Engineering Limited Appoints Udayan Dileep Choksi as an Independent DirectorAIA Engineering Limited announced at its AGM held on 15th September, 2025 appointment of Mr. Udayan Dileep Choksi as an Independent Director for a first term of five years.Upcoming Dividend • Aug 28Upcoming dividend of ₹16.00 per shareEligible shareholders must have bought the stock before 04 September 2025. Payment date: 14 October 2025. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (0.9%).お知らせ • Aug 21+ 2 more updatesAIA Engineering Limited to Report Fiscal Year 2026 Results on May 30, 2026AIA Engineering Limited announced that they will report fiscal year 2026 results on May 30, 2026Reported Earnings • Aug 14First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: ₹32.69 (up from ₹27.52 in 1Q 2025). Revenue: ₹10.4b (up 1.9% from 1Q 2025). Net income: ₹3.05b (up 18% from 1Q 2025). Profit margin: 29% (up from 26% in 1Q 2025). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 7% per year.お知らせ • Aug 04AIA Engineering Limited to Report Q1, 2026 Results on Aug 13, 2025AIA Engineering Limited announced that they will report Q1, 2026 results on Aug 13, 2025Reported Earnings • May 24Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₹113 (down from ₹120 in FY 2024). Revenue: ₹46.2b (down 4.8% from FY 2024). Net income: ₹10.6b (down 6.6% from FY 2024). Profit margin: 23% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.0%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 17% per year.お知らせ • May 24AIA Engineering Limited announces Annual dividend, payable on October 14, 2025AIA Engineering Limited announced Annual dividend of INR 16.0000 per share payable on October 14, 2025, ex-date on September 04, 2025 and record date on September 05, 2025.お知らせ • May 23AIA Engineering Limited, Annual General Meeting, Sep 15, 2025AIA Engineering Limited, Annual General Meeting, Sep 15, 2025, at 11:00 Indian Standard Time.Board Change • May 23Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 7 highly experienced directors. Independent Director Piyush Shah was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 03AIA Engineering Limited to Report Q4, 2025 Results on May 23, 2025AIA Engineering Limited announced that they will report Q4, 2025 results at 12:08 PM, Indian Standard Time on May 23, 2025Reported Earnings • Feb 08Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: ₹27.78 (down from ₹29.64 in 3Q 2024). Revenue: ₹11.3b (down 3.0% from 3Q 2024). Net income: ₹2.59b (down 7.3% from 3Q 2024). Profit margin: 23% (in line with 3Q 2024). Revenue missed analyst estimates by 8.0%. Earnings per share (EPS) also missed analyst estimates by 1.3%. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 29AIA Engineering Limited to Report Q3, 2025 Results on Feb 07, 2025AIA Engineering Limited announced that they will report Q3, 2025 results on Feb 07, 2025お知らせ • Jan 03Kaveri Yarns And Fabrics Limited acquired 23% stake in Green Shift Private Limited from AIA Engineering Limited (NSEI:AIAENG) for INR 1.2 million.Kaveri Yarns And Fabrics Limited acquired 23% stake in Green Shift Private Limited from AIA Engineering Limited (NSEI:AIAENG) for INR 1.2 million on January 1, 2025. Kaveri Yarns And Fabrics Limited completed the acquisition of 23% stake in Green Shift Private Limited from AIA Engineering Limited (NSEI:AIAENG) for INR 1.2 million on January 1, 2025.お知らせ • Nov 21AIA Engineering Limited Approves the Appointment of Rajendra Shantilal Shah as Non-Executive, Non-Independent DirectorAIA Engineering Limited announced that the shareholders approved the appointment of Mr. Rajendra Shantilal Shah (DIN: 00061922) as a Non-Executive, Non-Independent Director of the Company, liable to retire by rotation.Price Target Changed • Nov 04Price target decreased by 9.8% to ₹4,053Down from ₹4,491, the current price target is an average from 13 analysts. New target price is 5.2% above last closing price of ₹3,854. Stock is up 6.0% over the past year. The company is forecast to post earnings per share of ₹114 for next year compared to ₹120 last year.Reported Earnings • Oct 31Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: ₹27.29 (down from ₹34.26 in 2Q 2024). Revenue: ₹11.3b (down 12% from 2Q 2024). Net income: ₹2.57b (down 21% from 2Q 2024). Profit margin: 23% (down from 25% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 18%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 26% per year.お知らせ • Oct 21AIA Engineering Limited to Report Q2, 2025 Results on Oct 30, 2024AIA Engineering Limited announced that they will report Q2, 2025 results on Oct 30, 2024お知らせ • Sep 12AIA Engineering Limited Announces Cessation of Tenure of Independent DirectorsAIA Engineering Limited announced that the second consecutive term of office of Mr. Rajendra Shantilal Shah, Mr. Sanjay S. Majmudar and Mr. Dileep C. Choksi as Independent Directors of the Company ended on September 10, 2024. Accordingly, they ceased to be Independent Directors of the Company with effect from September 11, 2024. Reason for change: Completion of second consecutive term of office of Mr. Rajendra Shantilal Shah as an Independent Director on September 10, 2024. and Completion of second consecutive term of office of Mr. Sanjay S. Majmudar as an Independent Director on September 10, 2024. Completion of second consecutive term of office of Mr. Dileep C. Choksi as an Independent Director on September 10, 2024.Price Target Changed • Aug 13Price target increased by 13% to ₹4,491Up from ₹3,979, the current price target is an average from 13 analysts. New target price is approximately in line with last closing price of ₹4,531. Stock is up 25% over the past year. The company is forecast to post earnings per share of ₹121 for next year compared to ₹120 last year.Reported Earnings • Aug 13First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: ₹27.52 (down from ₹28.87 in 1Q 2024). Revenue: ₹11.0b (down 11% from 1Q 2024). Net income: ₹2.60b (down 4.7% from 1Q 2024). Profit margin: 24% (up from 22% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 19%. Earnings per share (EPS) also missed analyst estimates by 5.3%. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 32% per year.お知らせ • Aug 08AIA Engineering Limited (NSEI:AIAENG) announces an Equity Buyback for 1,000,000 shares, representing 1.06% for INR 5,000 million.AIA Engineering Limited (NSEI:AIAENG) announces a share repurchase program. Under the program, the company will repurchase up to 1,000,000 shares, representing 1.06% of its issued share capital, for INR 5,000 million. The shares will be repurchased at a offer price of INR 5,000 per share. The company has fixed August 20, 2024 as record date for the offer. As of August 2, 2024, the company had 94,320,370 shares issued.お知らせ • Aug 02AIA Engineering Limited to Report Q1, 2025 Results on Aug 12, 2024AIA Engineering Limited announced that they will report Q1, 2025 results on Aug 12, 2024Recent Insider Transactions • Jun 21Insider recently sold ₹3.0m worth of stockOn the 18th of June, Balkrishna Shah sold around 750 shares on-market at roughly ₹4,058 per share. This transaction amounted to 2.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹13m more than they bought in the last 12 months.Price Target Changed • Jun 13Price target decreased by 7.1% to ₹3,887Down from ₹4,185, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of ₹3,820. Stock is up 15% over the past year. The company is forecast to post earnings per share of ₹121 for next year compared to ₹120 last year.Declared Dividend • May 16Dividend of ₹16.00 announcedDividend of ₹16.00 is the same as last year. Ex-date: 2nd September 2024 Payment date: 10th September 2024 Dividend yield will be 0.4%, which is lower than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 16AIA Engineering Limited, Annual General Meeting, Sep 09, 2024AIA Engineering Limited, Annual General Meeting, Sep 09, 2024, at 11:00 Indian Standard Time.Reported Earnings • May 15Full year 2024 earnings released: EPS: ₹120 (vs ₹112 in FY 2023)Full year 2024 results: EPS: ₹120 (up from ₹112 in FY 2023). Revenue: ₹51.4b (up 4.6% from FY 2023). Net income: ₹11.4b (up 7.5% from FY 2023). Profit margin: 22% (in line with FY 2023). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 25% per year.お知らせ • May 15AIA Engineering Limited Recommends Dividend for the Financial Year 2023-24, Payable on or Before 8 October, 2024The Board of Directors of AIA Engineering Limited at its meeting held on May 14, 2024, Board has recommended dividend of INR 16 (@ 800%) per Equity Share of face value of INR 2 each fully paid up for the Financial Year 2023-24 subject to the approval of shareholders of the Company. The said Dividend, if declared by the shareholders at the ensuing AGM, shall be paid on or before 8 October, 2024, subject to deduction of tax at source as applicable.お知らせ • May 05AIA Engineering Limited to Report Q4, 2024 Results on May 14, 2024AIA Engineering Limited announced that they will report Q4, 2024 results on May 14, 2024Recent Insider Transactions • Apr 02Insider recently sold ₹2.5m worth of stockOn the 28th of March, Balkrishna Shah sold around 637 shares on-market at roughly ₹3,900 per share. This transaction amounted to 1.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹31m more than they bought in the last 12 months.Reported Earnings • Feb 08Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: ₹29.64 (down from ₹37.37 in 3Q 2023). Revenue: ₹11.7b (down 4.7% from 3Q 2023). Net income: ₹2.80b (down 21% from 3Q 2023). Profit margin: 24% (down from 29% in 3Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue missed analyst estimates by 7.5%. Earnings per share (EPS) also missed analyst estimates by 1.0%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 26% per year.お知らせ • Jan 25AIA Engineering Limited to Report Q3, 2024 Results on Feb 07, 2024AIA Engineering Limited announced that they will report Q3, 2024 results on Feb 07, 2024お知らせ • Dec 15AIA Engineering Limited (NSEI:AIAENG) made an offer to acquire remaining 25.15% stake in Welcast Steels Limited (BSE:504988).AIA Engineering Limited (NSEI:AIAENG) made an offer to acquire remaining 25.15% stake in Welcast Steels Limited (BSE:504988) on December 13, 2023. Vivro Financial Services Private Limited acted as financial advisor to AIA Engineering Limited.Reported Earnings • Nov 07Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: EPS: ₹34.26 (up from ₹25.95 in 2Q 2023). Revenue: ₹12.9b (down 2.5% from 2Q 2023). Net income: ₹3.23b (up 32% from 2Q 2023). Profit margin: 25% (up from 18% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 7.4%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 27% per year.お知らせ • Oct 26AIA Engineering Limited to Report First Half, 2024 Results on Nov 06, 2023AIA Engineering Limited announced that they will report first half, 2024 results on Nov 06, 2023Recent Insider Transactions • Sep 14Insider recently sold ₹3.4m worth of stockOn the 11th of September, Balkrishna Shah sold around 900 shares on-market at roughly ₹3,785 per share. This transaction amounted to 2.5% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹4.1m. Insiders have been net sellers, collectively disposing of ₹42m more than they bought in the last 12 months.Upcoming Dividend • Sep 05Upcoming dividend of ₹16.00 per share at 0.4% yieldEligible shareholders must have bought the stock before 12 September 2023. Payment date: 18 October 2023. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (0.7%).Recent Insider Transactions • Aug 31Insider recently sold ₹967k worth of stockOn the 28th of August, Balkrishna Shah sold around 262 shares on-market at roughly ₹3,690 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹4.1m. Insiders have been net sellers, collectively disposing of ₹40m more than they bought in the last 12 months.New Risk • Aug 13New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: ₹24m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (₹24m sold).Recent Insider Transactions • Aug 11Insider recently sold ₹1.2m worth of stockOn the 7th of August, Balkrishna Shah sold around 350 shares on-market at roughly ₹3,529 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹5.7m. Insiders have been net sellers, collectively disposing of ₹38m more than they bought in the last 12 months.Price Target Changed • Aug 04Price target increased by 8.8% to ₹3,718Up from ₹3,418, the current price target is an average from 14 analysts. New target price is 9.1% above last closing price of ₹3,409. Stock is up 44% over the past year. The company is forecast to post earnings per share of ₹118 for next year compared to ₹112 last year.Reported Earnings • Aug 03First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: ₹28.87 (up from ₹20.19 in 1Q 2023). Revenue: ₹12.4b (up 15% from 1Q 2023). Net income: ₹2.72b (up 43% from 1Q 2023). Profit margin: 22% (up from 18% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 3.8%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 26% per year.お知らせ • Jul 25AIA Engineering Limited to Report Q1, 2024 Results on Aug 02, 2023AIA Engineering Limited announced that they will report Q1, 2024 results on Aug 02, 2023Price Target Changed • Jun 15Price target increased by 7.1% to ₹3,373Up from ₹3,150, the current price target is an average from 12 analysts. New target price is approximately in line with last closing price of ₹3,323. Stock is up 59% over the past year. The company is forecast to post earnings per share of ₹113 for next year compared to ₹112 last year.Recent Insider Transactions • Jun 03Insider recently sold ₹5.7m worth of stockOn the 31st of May, Balkrishna Shah sold around 2k shares on-market at roughly ₹3,017 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹22m more than they bought in the last 12 months.お知らせ • May 26+ 1 more updateAIA Engineering Limited, Annual General Meeting, Sep 19, 2023AIA Engineering Limited, Annual General Meeting, Sep 19, 2023, at 10:00 Indian Standard Time.Reported Earnings • May 26Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: ₹112 (up from ₹65.70 in FY 2022). Revenue: ₹51.4b (up 44% from FY 2022). Net income: ₹10.6b (up 70% from FY 2022). Profit margin: 21% (up from 17% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.1%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 19% per year.Recent Insider Transactions • Mar 28Insider recently sold ₹852k worth of stockOn the 23rd of March, Balkrishna Shah sold around 300 shares on-market at roughly ₹2,840 per share. This transaction amounted to 2.7% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹1.2m. Insiders have been net sellers, collectively disposing of ₹18m more than they bought in the last 12 months.Price Target Changed • Mar 22Price target increased by 7.6% to ₹3,141Up from ₹2,919, the current price target is an average from 13 analysts. New target price is 14% above last closing price of ₹2,749. Stock is up 61% over the past year. The company is forecast to post earnings per share of ₹107 for next year compared to ₹65.70 last year.Recent Insider Transactions • Mar 17Insider recently sold ₹561k worth of stockOn the 14th of March, Balkrishna Shah sold around 200 shares on-market at roughly ₹2,806 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹1.2m. Insiders have been net sellers, collectively disposing of ₹16m more than they bought in the last 12 months.Recent Insider Transactions • Feb 04Insider recently sold ₹1.2m worth of stockOn the 31st of January, Balkrishna Shah sold around 400 shares on-market at roughly ₹2,895 per share. This transaction amounted to 3.3% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹1.8m. Insiders have been net sellers, collectively disposing of ₹17m more than they bought in the last 12 months.Reported Earnings • Jan 29Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: ₹37.37 (up from ₹14.65 in 3Q 2022). Revenue: ₹12.3b (up 45% from 3Q 2022). Net income: ₹3.52b (up 155% from 3Q 2022). Profit margin: 29% (up from 16% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.8%. Earnings per share (EPS) also surpassed analyst estimates by 58%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year.Recent Insider Transactions • Dec 05Insider recently sold ₹587k worth of stockOn the 1st of December, Balkrishna Shah sold around 210 shares on-market at roughly ₹2,795 per share. This transaction amounted to 1.6% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹1.9m. Insiders have been net sellers, collectively disposing of ₹13m more than they bought in the last 12 months.Recent Insider Transactions • Nov 25Insider recently sold ₹1.8m worth of stockOn the 21st of November, Balkrishna Shah sold around 649 shares on-market at roughly ₹2,757 per share. This transaction amounted to 4.8% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹1.9m. Insiders have been net sellers, collectively disposing of ₹13m more than they bought in the last 12 months.Price Target Changed • Nov 17Price target increased to ₹2,881Up from ₹2,667, the current price target is an average from 12 analysts. New target price is 12% above last closing price of ₹2,575. Stock is up 36% over the past year. The company is forecast to post earnings per share of ₹86.68 for next year compared to ₹65.70 last year.Reported Earnings • Nov 16Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: ₹25.95 (up from ₹14.59 in 2Q 2022). Revenue: ₹13.3b (up 50% from 2Q 2022). Net income: ₹2.45b (up 78% from 2Q 2022). Profit margin: 18% (up from 16% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 24%. Earnings per share (EPS) also surpassed analyst estimates by 27%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 7 highly experienced directors. Non-Executive Independent Director Janaki Shah was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Sep 24Insider recently sold ₹1.9m worth of stockOn the 20th of September, Balkrishna Shah sold around 700 shares on-market at roughly ₹2,680 per share. This transaction amounted to 4.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹11m more than they bought in the last 12 months.Recent Insider Transactions • Sep 05Insider recently sold ₹1.6m worth of stockOn the 1st of September, Balkrishna Shah sold around 600 shares on-market at roughly ₹2,647 per share. This transaction amounted to 4.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹10.0m more than they bought in the last 12 months.Upcoming Dividend • Aug 26Upcoming dividend of ₹9.00 per shareEligible shareholders must have bought the stock before 02 September 2022. Payment date: 11 October 2022. Payout ratio is a comfortable 13% but the company is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.6%). Lower than average of industry peers (0.7%).Recent Insider Transactions • Aug 25Insider recently bought ₹789k worth of stockOn the 19th of August, Alka Patel bought around 300 shares on-market at roughly ₹2,628 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold ₹6.8m more in shares than they bought in the last 12 months.お知らせ • Aug 18+ 2 more updatesAIA Engineering Limited to Report Fiscal Year 2023 Results on May 30, 2023AIA Engineering Limited announced that they will report fiscal year 2023 results on May 30, 2023Price Target Changed • Aug 10Price target increased to ₹2,451Up from ₹2,263, the current price target is an average from 12 analysts. New target price is 5.1% below last closing price of ₹2,583. Stock is up 33% over the past year. The company is forecast to post earnings per share of ₹79.95 for next year compared to ₹65.70 last year.Reported Earnings • Aug 10First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: ₹20.19 (up from ₹15.83 in 1Q 2022). Net income: ₹1.90b (up 28% from 1Q 2022). Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) also surpassed analyst estimates by 29%. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 07AIA Engineering Limited, Annual General Meeting, Sep 12, 2022AIA Engineering Limited, Annual General Meeting, Sep 12, 2022, at 10:00 Indian Standard Time.お知らせ • Jul 30AIA Engineering Limited to Report Q1, 2023 Results on Aug 08, 2022AIA Engineering Limited announced that they will report Q1, 2023 results on Aug 08, 2022Price Target Changed • Jun 23Price target increased to ₹2,217Up from ₹2,058, the current price target is an average from 12 analysts. New target price is approximately in line with last closing price of ₹2,133. Stock is up 2.9% over the past year. The company is forecast to post earnings per share of ₹72.02 for next year compared to ₹65.70 last year.Recent Insider Transactions • Jun 22Insider recently sold ₹55k worth of stockOn the 17th of June, Balkrishna Shah sold around 26.0 shares on-market at roughly ₹2,100 per share. In the last 3 months, they made an even bigger sale worth ₹4.1m. Insiders have been net sellers, collectively disposing of ₹7.8m more than they bought in the last 12 months.Recent Insider Transactions • Jun 02Insider recently sold ₹4.1m worth of stockOn the 31st of May, Balkrishna Shah sold around 2k shares on-market at roughly ₹2,253 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹7.8m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 21% share price gain to ₹2,278, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 27x in the Machinery industry in India. Total returns to shareholders of 29% over the past three years.Reported Earnings • May 27Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: ₹65.70 (up from ₹60.02 in FY 2021). Revenue: ₹35.7b (up 24% from FY 2021). Net income: ₹6.20b (up 9.5% from FY 2021). Profit margin: 17% (down from 20% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.9%. Earnings per share (EPS) also surpassed analyst estimates by 7.2%. Over the next year, revenue is forecast to grow 9.7%, compared to a 15% growth forecast for the industry in India. 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 5% per year.お知らせ • May 26AIA Engineering Limited Recommends DividendAIA Engineering Limited at its Board meeting held on May 25, 2022 recommended Dividend of INR 9.00/- per Equity Shares of INR 2/- each (i.e. 450% dividend). The above dividend, if declared by the Members of the Company at the ensuing Annual General Meeting will be credited/paid within 30 days from the date of the Annual General Meeting.お知らせ • May 14AIA Engineering Limited to Report Q4, 2022 Results on May 25, 2022AIA Engineering Limited announced that they will report Q4, 2022 results on May 25, 2022Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. Non-Executive Independent Director Janaki Shah was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Feb 19Insider recently sold ₹928k worth of stockOn the 15th of February, Balkrishna Shah sold around 510 shares on-market at roughly ₹1,820 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹5.3m more than they bought in the last 12 months.Reported Earnings • Jan 28Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: ₹14.65 (down from ₹16.87 in 3Q 2021). Revenue: ₹8.90b (up 27% from 3Q 2021). Net income: ₹1.38b (down 13% from 3Q 2021). Profit margin: 16% (down from 23% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 12%, compared to a 12% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 5% per year.Reported Earnings • Nov 03Second quarter 2022 earnings released: EPS ₹14.59 (vs ₹15.26 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: ₹8.85b (up 19% from 2Q 2021). Net income: ₹1.38b (down 4.4% from 2Q 2021). Profit margin: 16% (down from 19% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 3% per year.Recent Insider Transactions • Sep 17Insider recently sold ₹1.1m worth of stockOn the 15th of September, Balkrishna Shah sold around 500 shares on-market at roughly ₹2,148 per share. In the last 3 months, they made an even bigger sale worth ₹1.2m. Insiders have been net sellers, collectively disposing of ₹23m more than they bought in the last 12 months.Upcoming Dividend • Aug 19Upcoming dividend of ₹9.00 per shareEligible shareholders must have bought the stock before 26 August 2021. Payment date: 02 October 2021. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (0.7%).Reported Earnings • Aug 15First quarter 2022 earnings released: EPS ₹15.83 (vs ₹13.71 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2022 results: Revenue: ₹7.40b (up 28% from 1Q 2021). Net income: ₹1.49b (up 16% from 1Q 2021). Profit margin: 20% (down from 22% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Jun 29Insider recently sold ₹1.2m worth of stockOn the 25th of June, Balkrishna Shah sold around 600 shares on-market at roughly ₹2,080 per share. In the last 3 months, they made an even bigger sale worth ₹1.6m. Insiders have been net sellers, collectively disposing of ₹27m more than they bought in the last 12 months.Reported Earnings • May 28Full year 2021 earnings released: EPS ₹60.02 (vs ₹62.59 in FY 2020)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: ₹28.8b (down 3.3% from FY 2020). Net income: ₹5.66b (down 4.1% from FY 2020). Profit margin: 20% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 8% per year and the company’s share price has also increased by 8% per year.お知らせ • May 26AIA Engineering Limited Recommends DividendAIA Engineering Limited announced that the Board has recommended a Dividend of INR 9.00/- per Equity Shares of INR 2/- each (i.e. 450% Dividend). The above dividend, if declared by the Members of the Company at the upcoming Annual General Meeting will be credited/paid within 30 days from the date of the Annual General Meeting.Recent Insider Transactions • Apr 04Insider recently sold ₹1.6m worth of stockOn the 31st of March, Balkrishna Shah sold around 800 shares on-market at roughly ₹2,017 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹23m more than they bought in the last 12 months.Is New 90 Day High Low • Feb 22New 90-day low: ₹1,859The company is down 1.0% from its price of ₹1,869 on 24 November 2020. The Indian market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₹727 per share.Price Target Changed • Feb 17Price target raised to ₹2,012Up from ₹1,839, the current price target is an average from 12 analysts. The new target price is close to the current share price of ₹1,927. As of last close, the stock is up 5.5% over the past year.Reported Earnings • Feb 10Third quarter 2021 earnings released: EPS ₹16.87 (vs ₹16.55 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: ₹7.48b (up 7.8% from 3Q 2020). Net income: ₹1.59b (up 1.9% from 3Q 2020). Profit margin: 21% (down from 23% 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 11% per year whereas the company’s share price has increased by 10% per year.Analyst Estimate Surprise Post Earnings • Feb 10Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 3.2%. Earnings per share (EPS) exceeded analyst estimates by 3.7%. Over the next year, revenue is forecast to grow 8.8%, compared to a 24% growth forecast for the Machinery industry in India.株主還元532683IN MachineryIN 市場7D2.5%0.7%0.5%1Y18.4%14.3%-0.5%株主還元を見る業界別リターン: 532683過去 1 年間で14.3 % の収益を上げたIndian Machinery業界を上回りました。リターン対市場: 532683過去 1 年間で-0.5 % の収益を上げたIndian市場を上回りました。価格変動Is 532683's price volatile compared to industry and market?532683 volatility532683 Average Weekly Movement4.5%Machinery Industry Average Movement7.3%Market Average Movement7.2%10% most volatile stocks in IN Market10.1%10% least volatile stocks in IN Market4.8%安定した株価: 532683 、 Indian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 532683の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19781,306Bhadresh Shahwww.aiaengineering.comAIA Engineering Limited は、高クロム耐摩耗鋳物の設計、開発、製造、据付、サービスをインド国内外で行っている。高クロム粉砕、ミルライナー、エネルギー効率の高いパルプリフターシステム、画期的なソリューションボール粉砕システム、合金と設計の最適化、据付監督、ミル監査、分析、調整、状態監視、ブローバー、ハンマー、インペラー、アンビル、フィードディスク、フレームライナーを提供。同社は鉱業、セメント、採石、火力発電の各業界にサービスを提供している。同社は1979年に設立され、インドのアーメダバードを拠点としている。もっと見るAIA Engineering Limited 基礎のまとめAIA Engineering の収益と売上を時価総額と比較するとどうか。532683 基礎統計学時価総額₹370.74b収益（TTM）₹11.62b売上高(TTM)₹43.11b31.9xPER（株価収益率8.6xP/Sレシオ532683 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計532683 損益計算書（TTM）収益₹43.11b売上原価₹16.86b売上総利益₹26.25bその他の費用₹14.63b収益₹11.62b直近の収益報告Dec 31, 2025次回決算日May 26, 2026一株当たり利益（EPS）124.53グロス・マージン60.90%純利益率26.96%有利子負債／自己資本比率13.9%532683 の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.4%現在の配当利回り14%配当性向View Valuation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2026/05/25 01:44終値2026/05/25 00:00収益2025/12/31年間収益2025/03/31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AIA Engineering Limited 12 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。22 アナリスト機関Kunal Sheth360 ONE Capital Market Private Limitednull nullAsian Markets Securities Private LimitedVijayaraghavan SwaminathanAvendus Spark19 その他のアナリストを表示
Price Target Changed • Feb 02Price target increased by 7.7% to ₹3,952Up from ₹3,669, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of ₹4,010. Stock is up 9.9% over the past year. The company is forecast to post earnings per share of ₹126 for next year compared to ₹113 last year.
Reported Earnings • Jan 31Third quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2026 results: EPS: ₹31.54 (up from ₹27.78 in 3Q 2025). Revenue: ₹10.7b (flat on 3Q 2025). Net income: ₹2.94b (up 14% from 3Q 2025). Profit margin: 28% (up from 24% in 3Q 2025). Revenue missed analyst estimates by 6.4%. Earnings per share (EPS) exceeded analyst estimates by 8.6%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 19AIA Engineering Limited to Report Q3, 2026 Results on Jan 30, 2026AIA Engineering Limited announced that they will report Q3, 2026 results on Jan 30, 2026
Price Target Changed • Nov 20Price target increased by 7.1% to ₹3,702Up from ₹3,456, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of ₹3,839. Stock is up 13% over the past year. The company is forecast to post earnings per share of ₹122 for next year compared to ₹113 last year.
Price Target Changed • Nov 12Price target increased by 7.1% to ₹3,703Up from ₹3,456, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of ₹3,603. Stock is up 2.5% over the past year. The company is forecast to post earnings per share of ₹121 for next year compared to ₹113 last year.
Reported Earnings • Nov 08Second quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2026 results: EPS: ₹29.73 (up from ₹27.29 in 2Q 2025). Revenue: ₹11.5b (up 9.8% from 2Q 2025). Net income: ₹2.77b (up 8.1% from 2Q 2025). Profit margin: 24% (in line with 2Q 2025). Revenue missed analyst estimates by 4.3%. Earnings per share (EPS) exceeded analyst estimates by 1.7%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 8% per year.
Price Target Changed • Feb 02Price target increased by 7.7% to ₹3,952Up from ₹3,669, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of ₹4,010. Stock is up 9.9% over the past year. The company is forecast to post earnings per share of ₹126 for next year compared to ₹113 last year.
Reported Earnings • Jan 31Third quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2026 results: EPS: ₹31.54 (up from ₹27.78 in 3Q 2025). Revenue: ₹10.7b (flat on 3Q 2025). Net income: ₹2.94b (up 14% from 3Q 2025). Profit margin: 28% (up from 24% in 3Q 2025). Revenue missed analyst estimates by 6.4%. Earnings per share (EPS) exceeded analyst estimates by 8.6%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 19AIA Engineering Limited to Report Q3, 2026 Results on Jan 30, 2026AIA Engineering Limited announced that they will report Q3, 2026 results on Jan 30, 2026
Price Target Changed • Nov 20Price target increased by 7.1% to ₹3,702Up from ₹3,456, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of ₹3,839. Stock is up 13% over the past year. The company is forecast to post earnings per share of ₹122 for next year compared to ₹113 last year.
Price Target Changed • Nov 12Price target increased by 7.1% to ₹3,703Up from ₹3,456, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of ₹3,603. Stock is up 2.5% over the past year. The company is forecast to post earnings per share of ₹121 for next year compared to ₹113 last year.
Reported Earnings • Nov 08Second quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2026 results: EPS: ₹29.73 (up from ₹27.29 in 2Q 2025). Revenue: ₹11.5b (up 9.8% from 2Q 2025). Net income: ₹2.77b (up 8.1% from 2Q 2025). Profit margin: 24% (in line with 2Q 2025). Revenue missed analyst estimates by 4.3%. Earnings per share (EPS) exceeded analyst estimates by 1.7%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 8% per year.
お知らせ • Sep 16AIA Engineering Limited Appoints Udayan Dileep Choksi as an Independent DirectorAIA Engineering Limited announced at its AGM held on 15th September, 2025 appointment of Mr. Udayan Dileep Choksi as an Independent Director for a first term of five years.
Upcoming Dividend • Aug 28Upcoming dividend of ₹16.00 per shareEligible shareholders must have bought the stock before 04 September 2025. Payment date: 14 October 2025. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (0.9%).
お知らせ • Aug 21+ 2 more updatesAIA Engineering Limited to Report Fiscal Year 2026 Results on May 30, 2026AIA Engineering Limited announced that they will report fiscal year 2026 results on May 30, 2026
Reported Earnings • Aug 14First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: ₹32.69 (up from ₹27.52 in 1Q 2025). Revenue: ₹10.4b (up 1.9% from 1Q 2025). Net income: ₹3.05b (up 18% from 1Q 2025). Profit margin: 29% (up from 26% in 1Q 2025). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 7% per year.
お知らせ • Aug 04AIA Engineering Limited to Report Q1, 2026 Results on Aug 13, 2025AIA Engineering Limited announced that they will report Q1, 2026 results on Aug 13, 2025
Reported Earnings • May 24Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₹113 (down from ₹120 in FY 2024). Revenue: ₹46.2b (down 4.8% from FY 2024). Net income: ₹10.6b (down 6.6% from FY 2024). Profit margin: 23% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.0%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 17% per year.
お知らせ • May 24AIA Engineering Limited announces Annual dividend, payable on October 14, 2025AIA Engineering Limited announced Annual dividend of INR 16.0000 per share payable on October 14, 2025, ex-date on September 04, 2025 and record date on September 05, 2025.
お知らせ • May 23AIA Engineering Limited, Annual General Meeting, Sep 15, 2025AIA Engineering Limited, Annual General Meeting, Sep 15, 2025, at 11:00 Indian Standard Time.
Board Change • May 23Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 7 highly experienced directors. Independent Director Piyush Shah was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 03AIA Engineering Limited to Report Q4, 2025 Results on May 23, 2025AIA Engineering Limited announced that they will report Q4, 2025 results at 12:08 PM, Indian Standard Time on May 23, 2025
Reported Earnings • Feb 08Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: ₹27.78 (down from ₹29.64 in 3Q 2024). Revenue: ₹11.3b (down 3.0% from 3Q 2024). Net income: ₹2.59b (down 7.3% from 3Q 2024). Profit margin: 23% (in line with 3Q 2024). Revenue missed analyst estimates by 8.0%. Earnings per share (EPS) also missed analyst estimates by 1.3%. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 29AIA Engineering Limited to Report Q3, 2025 Results on Feb 07, 2025AIA Engineering Limited announced that they will report Q3, 2025 results on Feb 07, 2025
お知らせ • Jan 03Kaveri Yarns And Fabrics Limited acquired 23% stake in Green Shift Private Limited from AIA Engineering Limited (NSEI:AIAENG) for INR 1.2 million.Kaveri Yarns And Fabrics Limited acquired 23% stake in Green Shift Private Limited from AIA Engineering Limited (NSEI:AIAENG) for INR 1.2 million on January 1, 2025. Kaveri Yarns And Fabrics Limited completed the acquisition of 23% stake in Green Shift Private Limited from AIA Engineering Limited (NSEI:AIAENG) for INR 1.2 million on January 1, 2025.
お知らせ • Nov 21AIA Engineering Limited Approves the Appointment of Rajendra Shantilal Shah as Non-Executive, Non-Independent DirectorAIA Engineering Limited announced that the shareholders approved the appointment of Mr. Rajendra Shantilal Shah (DIN: 00061922) as a Non-Executive, Non-Independent Director of the Company, liable to retire by rotation.
Price Target Changed • Nov 04Price target decreased by 9.8% to ₹4,053Down from ₹4,491, the current price target is an average from 13 analysts. New target price is 5.2% above last closing price of ₹3,854. Stock is up 6.0% over the past year. The company is forecast to post earnings per share of ₹114 for next year compared to ₹120 last year.
Reported Earnings • Oct 31Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: ₹27.29 (down from ₹34.26 in 2Q 2024). Revenue: ₹11.3b (down 12% from 2Q 2024). Net income: ₹2.57b (down 21% from 2Q 2024). Profit margin: 23% (down from 25% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 18%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 26% per year.
お知らせ • Oct 21AIA Engineering Limited to Report Q2, 2025 Results on Oct 30, 2024AIA Engineering Limited announced that they will report Q2, 2025 results on Oct 30, 2024
お知らせ • Sep 12AIA Engineering Limited Announces Cessation of Tenure of Independent DirectorsAIA Engineering Limited announced that the second consecutive term of office of Mr. Rajendra Shantilal Shah, Mr. Sanjay S. Majmudar and Mr. Dileep C. Choksi as Independent Directors of the Company ended on September 10, 2024. Accordingly, they ceased to be Independent Directors of the Company with effect from September 11, 2024. Reason for change: Completion of second consecutive term of office of Mr. Rajendra Shantilal Shah as an Independent Director on September 10, 2024. and Completion of second consecutive term of office of Mr. Sanjay S. Majmudar as an Independent Director on September 10, 2024. Completion of second consecutive term of office of Mr. Dileep C. Choksi as an Independent Director on September 10, 2024.
Price Target Changed • Aug 13Price target increased by 13% to ₹4,491Up from ₹3,979, the current price target is an average from 13 analysts. New target price is approximately in line with last closing price of ₹4,531. Stock is up 25% over the past year. The company is forecast to post earnings per share of ₹121 for next year compared to ₹120 last year.
Reported Earnings • Aug 13First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: ₹27.52 (down from ₹28.87 in 1Q 2024). Revenue: ₹11.0b (down 11% from 1Q 2024). Net income: ₹2.60b (down 4.7% from 1Q 2024). Profit margin: 24% (up from 22% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 19%. Earnings per share (EPS) also missed analyst estimates by 5.3%. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 32% per year.
お知らせ • Aug 08AIA Engineering Limited (NSEI:AIAENG) announces an Equity Buyback for 1,000,000 shares, representing 1.06% for INR 5,000 million.AIA Engineering Limited (NSEI:AIAENG) announces a share repurchase program. Under the program, the company will repurchase up to 1,000,000 shares, representing 1.06% of its issued share capital, for INR 5,000 million. The shares will be repurchased at a offer price of INR 5,000 per share. The company has fixed August 20, 2024 as record date for the offer. As of August 2, 2024, the company had 94,320,370 shares issued.
お知らせ • Aug 02AIA Engineering Limited to Report Q1, 2025 Results on Aug 12, 2024AIA Engineering Limited announced that they will report Q1, 2025 results on Aug 12, 2024
Recent Insider Transactions • Jun 21Insider recently sold ₹3.0m worth of stockOn the 18th of June, Balkrishna Shah sold around 750 shares on-market at roughly ₹4,058 per share. This transaction amounted to 2.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹13m more than they bought in the last 12 months.
Price Target Changed • Jun 13Price target decreased by 7.1% to ₹3,887Down from ₹4,185, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of ₹3,820. Stock is up 15% over the past year. The company is forecast to post earnings per share of ₹121 for next year compared to ₹120 last year.
Declared Dividend • May 16Dividend of ₹16.00 announcedDividend of ₹16.00 is the same as last year. Ex-date: 2nd September 2024 Payment date: 10th September 2024 Dividend yield will be 0.4%, which is lower than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 16AIA Engineering Limited, Annual General Meeting, Sep 09, 2024AIA Engineering Limited, Annual General Meeting, Sep 09, 2024, at 11:00 Indian Standard Time.
Reported Earnings • May 15Full year 2024 earnings released: EPS: ₹120 (vs ₹112 in FY 2023)Full year 2024 results: EPS: ₹120 (up from ₹112 in FY 2023). Revenue: ₹51.4b (up 4.6% from FY 2023). Net income: ₹11.4b (up 7.5% from FY 2023). Profit margin: 22% (in line with FY 2023). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 25% per year.
お知らせ • May 15AIA Engineering Limited Recommends Dividend for the Financial Year 2023-24, Payable on or Before 8 October, 2024The Board of Directors of AIA Engineering Limited at its meeting held on May 14, 2024, Board has recommended dividend of INR 16 (@ 800%) per Equity Share of face value of INR 2 each fully paid up for the Financial Year 2023-24 subject to the approval of shareholders of the Company. The said Dividend, if declared by the shareholders at the ensuing AGM, shall be paid on or before 8 October, 2024, subject to deduction of tax at source as applicable.
お知らせ • May 05AIA Engineering Limited to Report Q4, 2024 Results on May 14, 2024AIA Engineering Limited announced that they will report Q4, 2024 results on May 14, 2024
Recent Insider Transactions • Apr 02Insider recently sold ₹2.5m worth of stockOn the 28th of March, Balkrishna Shah sold around 637 shares on-market at roughly ₹3,900 per share. This transaction amounted to 1.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹31m more than they bought in the last 12 months.
Reported Earnings • Feb 08Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: ₹29.64 (down from ₹37.37 in 3Q 2023). Revenue: ₹11.7b (down 4.7% from 3Q 2023). Net income: ₹2.80b (down 21% from 3Q 2023). Profit margin: 24% (down from 29% in 3Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue missed analyst estimates by 7.5%. Earnings per share (EPS) also missed analyst estimates by 1.0%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 26% per year.
お知らせ • Jan 25AIA Engineering Limited to Report Q3, 2024 Results on Feb 07, 2024AIA Engineering Limited announced that they will report Q3, 2024 results on Feb 07, 2024
お知らせ • Dec 15AIA Engineering Limited (NSEI:AIAENG) made an offer to acquire remaining 25.15% stake in Welcast Steels Limited (BSE:504988).AIA Engineering Limited (NSEI:AIAENG) made an offer to acquire remaining 25.15% stake in Welcast Steels Limited (BSE:504988) on December 13, 2023. Vivro Financial Services Private Limited acted as financial advisor to AIA Engineering Limited.
Reported Earnings • Nov 07Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: EPS: ₹34.26 (up from ₹25.95 in 2Q 2023). Revenue: ₹12.9b (down 2.5% from 2Q 2023). Net income: ₹3.23b (up 32% from 2Q 2023). Profit margin: 25% (up from 18% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 7.4%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 27% per year.
お知らせ • Oct 26AIA Engineering Limited to Report First Half, 2024 Results on Nov 06, 2023AIA Engineering Limited announced that they will report first half, 2024 results on Nov 06, 2023
Recent Insider Transactions • Sep 14Insider recently sold ₹3.4m worth of stockOn the 11th of September, Balkrishna Shah sold around 900 shares on-market at roughly ₹3,785 per share. This transaction amounted to 2.5% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹4.1m. Insiders have been net sellers, collectively disposing of ₹42m more than they bought in the last 12 months.
Upcoming Dividend • Sep 05Upcoming dividend of ₹16.00 per share at 0.4% yieldEligible shareholders must have bought the stock before 12 September 2023. Payment date: 18 October 2023. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (0.7%).
Recent Insider Transactions • Aug 31Insider recently sold ₹967k worth of stockOn the 28th of August, Balkrishna Shah sold around 262 shares on-market at roughly ₹3,690 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹4.1m. Insiders have been net sellers, collectively disposing of ₹40m more than they bought in the last 12 months.
New Risk • Aug 13New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: ₹24m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (₹24m sold).
Recent Insider Transactions • Aug 11Insider recently sold ₹1.2m worth of stockOn the 7th of August, Balkrishna Shah sold around 350 shares on-market at roughly ₹3,529 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹5.7m. Insiders have been net sellers, collectively disposing of ₹38m more than they bought in the last 12 months.
Price Target Changed • Aug 04Price target increased by 8.8% to ₹3,718Up from ₹3,418, the current price target is an average from 14 analysts. New target price is 9.1% above last closing price of ₹3,409. Stock is up 44% over the past year. The company is forecast to post earnings per share of ₹118 for next year compared to ₹112 last year.
Reported Earnings • Aug 03First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: ₹28.87 (up from ₹20.19 in 1Q 2023). Revenue: ₹12.4b (up 15% from 1Q 2023). Net income: ₹2.72b (up 43% from 1Q 2023). Profit margin: 22% (up from 18% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 3.8%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 26% per year.
お知らせ • Jul 25AIA Engineering Limited to Report Q1, 2024 Results on Aug 02, 2023AIA Engineering Limited announced that they will report Q1, 2024 results on Aug 02, 2023
Price Target Changed • Jun 15Price target increased by 7.1% to ₹3,373Up from ₹3,150, the current price target is an average from 12 analysts. New target price is approximately in line with last closing price of ₹3,323. Stock is up 59% over the past year. The company is forecast to post earnings per share of ₹113 for next year compared to ₹112 last year.
Recent Insider Transactions • Jun 03Insider recently sold ₹5.7m worth of stockOn the 31st of May, Balkrishna Shah sold around 2k shares on-market at roughly ₹3,017 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹22m more than they bought in the last 12 months.
お知らせ • May 26+ 1 more updateAIA Engineering Limited, Annual General Meeting, Sep 19, 2023AIA Engineering Limited, Annual General Meeting, Sep 19, 2023, at 10:00 Indian Standard Time.
Reported Earnings • May 26Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: ₹112 (up from ₹65.70 in FY 2022). Revenue: ₹51.4b (up 44% from FY 2022). Net income: ₹10.6b (up 70% from FY 2022). Profit margin: 21% (up from 17% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.1%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 19% per year.
Recent Insider Transactions • Mar 28Insider recently sold ₹852k worth of stockOn the 23rd of March, Balkrishna Shah sold around 300 shares on-market at roughly ₹2,840 per share. This transaction amounted to 2.7% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹1.2m. Insiders have been net sellers, collectively disposing of ₹18m more than they bought in the last 12 months.
Price Target Changed • Mar 22Price target increased by 7.6% to ₹3,141Up from ₹2,919, the current price target is an average from 13 analysts. New target price is 14% above last closing price of ₹2,749. Stock is up 61% over the past year. The company is forecast to post earnings per share of ₹107 for next year compared to ₹65.70 last year.
Recent Insider Transactions • Mar 17Insider recently sold ₹561k worth of stockOn the 14th of March, Balkrishna Shah sold around 200 shares on-market at roughly ₹2,806 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹1.2m. Insiders have been net sellers, collectively disposing of ₹16m more than they bought in the last 12 months.
Recent Insider Transactions • Feb 04Insider recently sold ₹1.2m worth of stockOn the 31st of January, Balkrishna Shah sold around 400 shares on-market at roughly ₹2,895 per share. This transaction amounted to 3.3% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹1.8m. Insiders have been net sellers, collectively disposing of ₹17m more than they bought in the last 12 months.
Reported Earnings • Jan 29Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: ₹37.37 (up from ₹14.65 in 3Q 2022). Revenue: ₹12.3b (up 45% from 3Q 2022). Net income: ₹3.52b (up 155% from 3Q 2022). Profit margin: 29% (up from 16% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.8%. Earnings per share (EPS) also surpassed analyst estimates by 58%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year.
Recent Insider Transactions • Dec 05Insider recently sold ₹587k worth of stockOn the 1st of December, Balkrishna Shah sold around 210 shares on-market at roughly ₹2,795 per share. This transaction amounted to 1.6% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹1.9m. Insiders have been net sellers, collectively disposing of ₹13m more than they bought in the last 12 months.
Recent Insider Transactions • Nov 25Insider recently sold ₹1.8m worth of stockOn the 21st of November, Balkrishna Shah sold around 649 shares on-market at roughly ₹2,757 per share. This transaction amounted to 4.8% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹1.9m. Insiders have been net sellers, collectively disposing of ₹13m more than they bought in the last 12 months.
Price Target Changed • Nov 17Price target increased to ₹2,881Up from ₹2,667, the current price target is an average from 12 analysts. New target price is 12% above last closing price of ₹2,575. Stock is up 36% over the past year. The company is forecast to post earnings per share of ₹86.68 for next year compared to ₹65.70 last year.
Reported Earnings • Nov 16Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: ₹25.95 (up from ₹14.59 in 2Q 2022). Revenue: ₹13.3b (up 50% from 2Q 2022). Net income: ₹2.45b (up 78% from 2Q 2022). Profit margin: 18% (up from 16% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 24%. Earnings per share (EPS) also surpassed analyst estimates by 27%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 7 highly experienced directors. Non-Executive Independent Director Janaki Shah was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Sep 24Insider recently sold ₹1.9m worth of stockOn the 20th of September, Balkrishna Shah sold around 700 shares on-market at roughly ₹2,680 per share. This transaction amounted to 4.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹11m more than they bought in the last 12 months.
Recent Insider Transactions • Sep 05Insider recently sold ₹1.6m worth of stockOn the 1st of September, Balkrishna Shah sold around 600 shares on-market at roughly ₹2,647 per share. This transaction amounted to 4.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹10.0m more than they bought in the last 12 months.
Upcoming Dividend • Aug 26Upcoming dividend of ₹9.00 per shareEligible shareholders must have bought the stock before 02 September 2022. Payment date: 11 October 2022. Payout ratio is a comfortable 13% but the company is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.6%). Lower than average of industry peers (0.7%).
Recent Insider Transactions • Aug 25Insider recently bought ₹789k worth of stockOn the 19th of August, Alka Patel bought around 300 shares on-market at roughly ₹2,628 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold ₹6.8m more in shares than they bought in the last 12 months.
お知らせ • Aug 18+ 2 more updatesAIA Engineering Limited to Report Fiscal Year 2023 Results on May 30, 2023AIA Engineering Limited announced that they will report fiscal year 2023 results on May 30, 2023
Price Target Changed • Aug 10Price target increased to ₹2,451Up from ₹2,263, the current price target is an average from 12 analysts. New target price is 5.1% below last closing price of ₹2,583. Stock is up 33% over the past year. The company is forecast to post earnings per share of ₹79.95 for next year compared to ₹65.70 last year.
Reported Earnings • Aug 10First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: ₹20.19 (up from ₹15.83 in 1Q 2022). Net income: ₹1.90b (up 28% from 1Q 2022). Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) also surpassed analyst estimates by 29%. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 07AIA Engineering Limited, Annual General Meeting, Sep 12, 2022AIA Engineering Limited, Annual General Meeting, Sep 12, 2022, at 10:00 Indian Standard Time.
お知らせ • Jul 30AIA Engineering Limited to Report Q1, 2023 Results on Aug 08, 2022AIA Engineering Limited announced that they will report Q1, 2023 results on Aug 08, 2022
Price Target Changed • Jun 23Price target increased to ₹2,217Up from ₹2,058, the current price target is an average from 12 analysts. New target price is approximately in line with last closing price of ₹2,133. Stock is up 2.9% over the past year. The company is forecast to post earnings per share of ₹72.02 for next year compared to ₹65.70 last year.
Recent Insider Transactions • Jun 22Insider recently sold ₹55k worth of stockOn the 17th of June, Balkrishna Shah sold around 26.0 shares on-market at roughly ₹2,100 per share. In the last 3 months, they made an even bigger sale worth ₹4.1m. Insiders have been net sellers, collectively disposing of ₹7.8m more than they bought in the last 12 months.
Recent Insider Transactions • Jun 02Insider recently sold ₹4.1m worth of stockOn the 31st of May, Balkrishna Shah sold around 2k shares on-market at roughly ₹2,253 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹7.8m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 21% share price gain to ₹2,278, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 27x in the Machinery industry in India. Total returns to shareholders of 29% over the past three years.
Reported Earnings • May 27Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: ₹65.70 (up from ₹60.02 in FY 2021). Revenue: ₹35.7b (up 24% from FY 2021). Net income: ₹6.20b (up 9.5% from FY 2021). Profit margin: 17% (down from 20% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.9%. Earnings per share (EPS) also surpassed analyst estimates by 7.2%. Over the next year, revenue is forecast to grow 9.7%, compared to a 15% growth forecast for the industry in India. 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 5% per year.
お知らせ • May 26AIA Engineering Limited Recommends DividendAIA Engineering Limited at its Board meeting held on May 25, 2022 recommended Dividend of INR 9.00/- per Equity Shares of INR 2/- each (i.e. 450% dividend). The above dividend, if declared by the Members of the Company at the ensuing Annual General Meeting will be credited/paid within 30 days from the date of the Annual General Meeting.
お知らせ • May 14AIA Engineering Limited to Report Q4, 2022 Results on May 25, 2022AIA Engineering Limited announced that they will report Q4, 2022 results on May 25, 2022
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. Non-Executive Independent Director Janaki Shah was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Feb 19Insider recently sold ₹928k worth of stockOn the 15th of February, Balkrishna Shah sold around 510 shares on-market at roughly ₹1,820 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹5.3m more than they bought in the last 12 months.
Reported Earnings • Jan 28Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: ₹14.65 (down from ₹16.87 in 3Q 2021). Revenue: ₹8.90b (up 27% from 3Q 2021). Net income: ₹1.38b (down 13% from 3Q 2021). Profit margin: 16% (down from 23% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 12%, compared to a 12% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 5% per year.
Reported Earnings • Nov 03Second quarter 2022 earnings released: EPS ₹14.59 (vs ₹15.26 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: ₹8.85b (up 19% from 2Q 2021). Net income: ₹1.38b (down 4.4% from 2Q 2021). Profit margin: 16% (down from 19% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 3% per year.
Recent Insider Transactions • Sep 17Insider recently sold ₹1.1m worth of stockOn the 15th of September, Balkrishna Shah sold around 500 shares on-market at roughly ₹2,148 per share. In the last 3 months, they made an even bigger sale worth ₹1.2m. Insiders have been net sellers, collectively disposing of ₹23m more than they bought in the last 12 months.
Upcoming Dividend • Aug 19Upcoming dividend of ₹9.00 per shareEligible shareholders must have bought the stock before 26 August 2021. Payment date: 02 October 2021. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (0.7%).
Reported Earnings • Aug 15First quarter 2022 earnings released: EPS ₹15.83 (vs ₹13.71 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2022 results: Revenue: ₹7.40b (up 28% from 1Q 2021). Net income: ₹1.49b (up 16% from 1Q 2021). Profit margin: 20% (down from 22% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Jun 29Insider recently sold ₹1.2m worth of stockOn the 25th of June, Balkrishna Shah sold around 600 shares on-market at roughly ₹2,080 per share. In the last 3 months, they made an even bigger sale worth ₹1.6m. Insiders have been net sellers, collectively disposing of ₹27m more than they bought in the last 12 months.
Reported Earnings • May 28Full year 2021 earnings released: EPS ₹60.02 (vs ₹62.59 in FY 2020)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: ₹28.8b (down 3.3% from FY 2020). Net income: ₹5.66b (down 4.1% from FY 2020). Profit margin: 20% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 8% per year and the company’s share price has also increased by 8% per year.
お知らせ • May 26AIA Engineering Limited Recommends DividendAIA Engineering Limited announced that the Board has recommended a Dividend of INR 9.00/- per Equity Shares of INR 2/- each (i.e. 450% Dividend). The above dividend, if declared by the Members of the Company at the upcoming Annual General Meeting will be credited/paid within 30 days from the date of the Annual General Meeting.
Recent Insider Transactions • Apr 04Insider recently sold ₹1.6m worth of stockOn the 31st of March, Balkrishna Shah sold around 800 shares on-market at roughly ₹2,017 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹23m more than they bought in the last 12 months.
Is New 90 Day High Low • Feb 22New 90-day low: ₹1,859The company is down 1.0% from its price of ₹1,869 on 24 November 2020. The Indian market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₹727 per share.
Price Target Changed • Feb 17Price target raised to ₹2,012Up from ₹1,839, the current price target is an average from 12 analysts. The new target price is close to the current share price of ₹1,927. As of last close, the stock is up 5.5% over the past year.
Reported Earnings • Feb 10Third quarter 2021 earnings released: EPS ₹16.87 (vs ₹16.55 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: ₹7.48b (up 7.8% from 3Q 2020). Net income: ₹1.59b (up 1.9% from 3Q 2020). Profit margin: 21% (down from 23% 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 11% per year whereas the company’s share price has increased by 10% per year.
Analyst Estimate Surprise Post Earnings • Feb 10Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 3.2%. Earnings per share (EPS) exceeded analyst estimates by 3.7%. Over the next year, revenue is forecast to grow 8.8%, compared to a 24% growth forecast for the Machinery industry in India.
