View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsJMC Projects (India) 将来の成長Future 基準チェック /06現在、 JMC Projects (India)の成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Construction 収益成長17.5%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報Price Target Changed • Jan 04Price target increased to ₹141Up from ₹116, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of ₹135. The company posted earnings per share of ₹1.08 last year.Price Target Changed • Jun 07Price target decreased to ₹127Down from ₹139, the current price target is provided by 1 analyst. New target price is 65% above last closing price of ₹76.80. The company posted earnings per share of ₹1.08 last year.Price Target Changed • Apr 27Price target increased to ₹139Up from ₹98.67, the current price target is provided by 1 analyst. New target price is 68% above last closing price of ₹82.85. The company posted a net loss per share of ₹1.56 last year.Price Target Changed • Mar 04Price target raised to ₹82.33Up from ₹69.33, the current price target is provided by 1 analyst. The new target price is 6.5% above the current share price of ₹77.30. As of last close, the stock is up 12% over the past year.すべての更新を表示Recent updatesお知らせ • Feb 03JMC Projects (India) Limited to Report Q3, 2023 Results on Feb 09, 2023JMC Projects (India) Limited announced that they will report Q3, 2023 results on Feb 09, 2023お知らせ • Jan 05Kalpataru Power Transmission Limited (BSE:522287) complete the acquisition of the remaining 32.3% stake in JMC Projects (India) Limited (BSE:522263).Kalpataru Power Transmission Limited (BSE:522287) entered into a scheme of amalgamation to acquire remaining 32.3% stake in JMC Projects (India) Limited (BSE:522263) for INR 5.3 billion on February 19, 2022. Pursuant to the scheme, JMC’s shareholders (other than Kalpataru ) will be allotted one share of Kalpataru Power Transmission Limited (KTPL) against every four shares held by them in JMC. Pursuant to the scheme becoming effective, JMC will be dissolved without being wound up. The scheme is subject to receipt of necessary approvals from the Hon'ble National Company Law Tribunal, statutory authorities, stock exchanges, the Securities and Exchange Board of India, shareholders, creditors and such other authorities, as may be required. The Board of Directors of Kalpataru Power Transmission Limited and JMC Projects (India) Ltd. approved the scheme on February 19, 2022. As of December 30, 2022, JMC and Kalpataru Power have mutually fixed January 11, 2023 as the Record Date for the purpose of determining the shareholders of the JMC to whom the equity shares of KPTL would be allotted, pursuant to the Scheme. As of December 21, 2022, the transaction has been approved by the NCLT of India. The merger is expected to be completed in Q4FY23. Anand Rathi Advisors acted as fairness opinion provider to JMC while JM Financial Limited (BSE:523405) acted as fairness opinion provider to KTPL. Anisha Chand and Sharad Abhyankar of Khaitan & Co acted as legal advisor to KTPL and JMC. Ernst & Young Merchant Banking Services Private Limited acted as independent valuer and financial advisor to KTP. Kalpataru Power Transmission Limited (BSE:522287) complete the acquisition of the remaining 32.3% stake in JMC Projects (India) Limited (BSE:522263) on January 4, 2022.Price Target Changed • Jan 04Price target increased to ₹141Up from ₹116, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of ₹135. The company posted earnings per share of ₹1.08 last year.Board Change • Nov 16Insufficient 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. 6 highly experienced directors. Non-Executive Director Amit Uplenchwar was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Buying Opportunity • Nov 10Now 20% undervaluedOver the last 90 days, the stock is up 29%. The fair value is estimated to be ₹146, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 25%.Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: ₹2.77 (vs ₹0.09 loss in 2Q 2022)Second quarter 2023 results: EPS: ₹2.77 (up from ₹0.09 loss in 2Q 2022). Revenue: ₹18.5b (up 36% from 2Q 2022). Net income: ₹465.1m (up ₹479.9m from 2Q 2022). Profit margin: 2.5% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 14Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹108, the stock trades at a trailing P/E ratio of 29.9x. Average trailing P/E is 19x in the Construction industry in India. Total returns to shareholders of 1.6% over the past three years.Upcoming Dividend • Jul 19Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 26 July 2022. Payment date: 01 September 2022. Payout ratio is on the higher end at 92%, however this is supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Indian dividend payers (1.8%). In line with average of industry peers (1.4%).Reported Earnings • Jul 13Full year 2022 earnings released: EPS: ₹1.08 (vs ₹1.56 loss in FY 2021)Full year 2022 results: EPS: ₹1.08 (up from ₹1.56 loss in FY 2021). Revenue: ₹55.2b (up 44% from FY 2021). Net income: ₹181.9m (up ₹443.9m from FY 2021). Profit margin: 0.3% (up from net loss in FY 2021). Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.Price Target Changed • Jun 07Price target decreased to ₹127Down from ₹139, the current price target is provided by 1 analyst. New target price is 65% above last closing price of ₹76.80. The company posted earnings per share of ₹1.08 last year.Reported Earnings • May 14Full year 2022 earnings released: EPS: ₹1.08 (vs ₹1.56 loss in FY 2021)Full year 2022 results: EPS: ₹1.08 (up from ₹1.56 loss in FY 2021). Revenue: ₹55.7b (up 45% from FY 2021). Net income: ₹181.9m (up ₹443.9m from FY 2021). Profit margin: 0.3% (up from net loss in FY 2021). Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Price Target Changed • Apr 27Price target increased to ₹139Up from ₹98.67, the current price target is provided by 1 analyst. New target price is 68% above last closing price of ₹82.85. The company posted a net loss per share of ₹1.56 last year.Board Change • Apr 27Insufficient 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. 6 highly experienced directors. Non-Executive Director Amit Uplenchwar was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 13Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: ₹1.71 loss per share (down from ₹0.16 profit in 3Q 2021). Revenue: ₹13.9b (up 25% from 3Q 2021). Net loss: ₹286.5m (down ₹313.5m from profit in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.分析記事 • Jan 06Does JMC Projects (India) (NSE:JMCPROJECT) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Nov 05Statutory Profit Doesn't Reflect How Good JMC Projects (India)'s (NSE:JMCPROJECT) Earnings AreThe subdued stock price reaction suggests that JMC Projects (India) Limited's ( NSE:JMCPROJECT ) strong earnings didn't...Reported Earnings • Nov 01Second quarter 2022 earnings released: ₹0.09 loss per share (vs ₹1.08 loss in 2Q 2021)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2022 results: Revenue: ₹13.7b (up 62% from 2Q 2021). Net loss: ₹14.8m (loss narrowed 92% from 2Q 2021).Reported Earnings • Aug 03First quarter 2022 earnings released: ₹0.60 loss per share (vs ₹3.11 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: ₹11.6b (up 133% from 1Q 2021). Net loss: ₹101.5m (loss narrowed 81% from 1Q 2021).分析記事 • Jul 07Most Shareholders Will Probably Find That The CEO Compensation For JMC Projects (India) Limited (NSE:JMCPROJECT) Is ReasonableDespite positive share price growth of 9.4% for JMC Projects (India) Limited ( NSE:JMCPROJECT ) over the last few...Upcoming Dividend • Jun 29Upcoming dividend of ₹0.70 per shareEligible shareholders must have bought the stock before 06 July 2021. Payment date: 13 August 2021. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (1.2%).Reported Earnings • Jun 23Full year 2021 earnings released: ₹1.56 loss per share (vs ₹0.071 profit in FY 2020)The company reported a poor full year result with weaker earnings and control over costs, although revenues were flat. Full year 2021 results: Revenue: ₹38.4b (flat on FY 2020). Net loss: ₹262.0m (down ₹273.9m from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.分析記事 • May 23These 4 Measures Indicate That JMC Projects (India) (NSE:JMCPROJECT) Is Using Debt ExtensivelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • May 12Full year 2021 earnings released: ₹1.56 loss per share (vs ₹0.071 profit in FY 2020)The company reported a poor full year result with weaker earnings and control over costs, although revenues were flat. Full year 2021 results: Revenue: ₹38.7b (flat on FY 2020). Net loss: ₹262.0m (down ₹273.9m from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.分析記事 • Mar 14Factors Income Investors Should Consider Before Adding JMC Projects (India) Limited (NSE:JMCPROJECT) To Their PortfolioIs JMC Projects (India) Limited ( NSE:JMCPROJECT ) a good dividend stock? How can we tell? Dividend paying companies...Is New 90 Day High Low • Mar 05New 90-day high: ₹79.65The company is up 6.0% from its price of ₹75.00 on 04 December 2020. The Indian market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 29% over the same period.Price Target Changed • Mar 04Price target raised to ₹82.33Up from ₹69.33, the current price target is provided by 1 analyst. The new target price is 6.5% above the current share price of ₹77.30. As of last close, the stock is up 12% over the past year.分析記事 • Feb 14JMC Projects (India) (NSE:JMCPROJECT) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Is New 90 Day High Low • Feb 04New 90-day high: ₹77.95The company is up 63% from its price of ₹47.85 on 06 November 2020. The Indian market is up 23% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 49% over the same period.Reported Earnings • Feb 04Third quarter 2021 earnings released: EPS ₹0.16 (vs ₹1.26 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: ₹11.2b (up 16% from 3Q 2020). Net income: ₹27.0m (down 87% from 3Q 2020). Profit margin: 0.2% (down from 2.2% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 93% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.分析記事 • Jan 25Is JMC Projects (India) (NSE:JMCPROJECT) Struggling?When it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...分析記事 • Dec 30Reflecting on JMC Projects (India)'s (NSE:JMCPROJECT) Share Price Returns Over The Last Three YearsIt is doubtless a positive to see that the JMC Projects (India) Limited ( NSE:JMCPROJECT ) share price has gained some...分析記事 • Dec 03Does JMC Projects (India) Limited (NSE:JMCPROJECT) Have A Place In Your Dividend Portfolio?Is JMC Projects (India) Limited ( NSE:JMCPROJECT ) a good dividend stock? How can we tell? Dividend paying companies...分析記事 • Nov 07JMC Projects (India) (NSE:JMCPROJECT) Use Of Debt Could Be Considered RiskyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Is New 90 Day High Low • Nov 06New 90-day low: ₹46.50The company is down 1.0% from its price of ₹46.80 on 07 August 2020. The Indian market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 5.0% over the same period.Reported Earnings • Nov 04Second quarter 2021 earnings released: ₹1.08 loss per shareThe company reported a poor second quarter result with weaker earnings, revenues and control over expenses. Second quarter 2021 results: Revenue: ₹8.48b (down 13% from 2Q 2020). Net loss: ₹181.3m (down 226% from profit in 2Q 2020).分析記事 • Oct 11The Trends At JMC Projects (India) (NSE:JMCPROJECT) That You Should Know AboutIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...分析記事 • Sep 07JMC Projects (India) (NSE:JMCPROJECT) Share Prices Have Dropped 55% In The Last YearWhile it may not be enough for some shareholders, we think it is good to see the JMC Projects (India) Limited...分析記事 • Aug 09Here's What We Think About JMC Projects (India)'s (NSE:JMCPROJECT) CEO PayShailendra Tripathi became the CEO of JMC Projects (India) Limited (NSE:JMCPROJECT) in 2013, and we think it's a good...分析記事 • Aug 09How Much Did JMC Projects (India)'s (NSE:JMCPROJECT) CEO Pocket Last Year?Shailendra Tripathi became the CEO of JMC Projects (India) Limited (NSE:JMCPROJECT) in 2013, and we think it's a good...分析記事 • Jul 19Here's What You Should Know About JMC Projects (India) Limited's (NSE:JMCPROJECT) 1.4% Dividend YieldDividend paying stocks like JMC Projects (India) Limited (NSE:JMCPROJECT) tend to be popular with investors, and for...分析記事 • Jun 28What Can The Trends At JMC Projects (India) (NSE:JMCPROJECT) Tell Us About Their Returns?If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep... このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、JMC Projects (India) は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測NSEI:JMCPROJECT - アナリストの将来予測と過去の財務データ ( )INR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数9/30/202265,0841,0772,4706,212N/A6/30/202260,296597N/AN/AN/A3/31/202255,1881822,7674,680N/A12/31/202153,06312N/AN/AN/A9/30/202150,2653255,2086,092N/A6/30/202145,069159N/AN/AN/A3/31/202138,445-2625,2386,404N/A12/31/202034,285-1,224N/AN/AN/A9/30/202032,838-1,0423,0994,490N/A6/30/202034,178-716N/AN/AN/A3/31/202038,663122,8894,788N/A12/31/201938,705912N/AN/AN/A9/30/201938,3679071,1843,073N/A6/30/201936,279866N/AN/AN/A3/31/201934,0727661,7793,355N/A3/31/201828,8812682,9563,916N/A3/31/201724,721-4303,9454,507N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: JMCPROJECTの予測収益成長が 貯蓄率 ( 6.8% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: JMCPROJECTの収益がIndian市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: JMCPROJECTの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: JMCPROJECTの収益がIndian市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: JMCPROJECTの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: JMCPROJECTの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2023/04/17 02:04終値2023/01/18 00:00収益2022/09/30年間収益2022/03/31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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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JMC Projects (India) Limited 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。7 アナリスト機関null null360 ONE Capital Market Private LimitedPrem KhuranaAnand Rathi Shares and Stock Brokers Limitednull nullAsian Markets Securities Private Limited4 その他のアナリストを表示
Price Target Changed • Jan 04Price target increased to ₹141Up from ₹116, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of ₹135. The company posted earnings per share of ₹1.08 last year.
Price Target Changed • Jun 07Price target decreased to ₹127Down from ₹139, the current price target is provided by 1 analyst. New target price is 65% above last closing price of ₹76.80. The company posted earnings per share of ₹1.08 last year.
Price Target Changed • Apr 27Price target increased to ₹139Up from ₹98.67, the current price target is provided by 1 analyst. New target price is 68% above last closing price of ₹82.85. The company posted a net loss per share of ₹1.56 last year.
Price Target Changed • Mar 04Price target raised to ₹82.33Up from ₹69.33, the current price target is provided by 1 analyst. The new target price is 6.5% above the current share price of ₹77.30. As of last close, the stock is up 12% over the past year.
お知らせ • Feb 03JMC Projects (India) Limited to Report Q3, 2023 Results on Feb 09, 2023JMC Projects (India) Limited announced that they will report Q3, 2023 results on Feb 09, 2023
お知らせ • Jan 05Kalpataru Power Transmission Limited (BSE:522287) complete the acquisition of the remaining 32.3% stake in JMC Projects (India) Limited (BSE:522263).Kalpataru Power Transmission Limited (BSE:522287) entered into a scheme of amalgamation to acquire remaining 32.3% stake in JMC Projects (India) Limited (BSE:522263) for INR 5.3 billion on February 19, 2022. Pursuant to the scheme, JMC’s shareholders (other than Kalpataru ) will be allotted one share of Kalpataru Power Transmission Limited (KTPL) against every four shares held by them in JMC. Pursuant to the scheme becoming effective, JMC will be dissolved without being wound up. The scheme is subject to receipt of necessary approvals from the Hon'ble National Company Law Tribunal, statutory authorities, stock exchanges, the Securities and Exchange Board of India, shareholders, creditors and such other authorities, as may be required. The Board of Directors of Kalpataru Power Transmission Limited and JMC Projects (India) Ltd. approved the scheme on February 19, 2022. As of December 30, 2022, JMC and Kalpataru Power have mutually fixed January 11, 2023 as the Record Date for the purpose of determining the shareholders of the JMC to whom the equity shares of KPTL would be allotted, pursuant to the Scheme. As of December 21, 2022, the transaction has been approved by the NCLT of India. The merger is expected to be completed in Q4FY23. Anand Rathi Advisors acted as fairness opinion provider to JMC while JM Financial Limited (BSE:523405) acted as fairness opinion provider to KTPL. Anisha Chand and Sharad Abhyankar of Khaitan & Co acted as legal advisor to KTPL and JMC. Ernst & Young Merchant Banking Services Private Limited acted as independent valuer and financial advisor to KTP. Kalpataru Power Transmission Limited (BSE:522287) complete the acquisition of the remaining 32.3% stake in JMC Projects (India) Limited (BSE:522263) on January 4, 2022.
Price Target Changed • Jan 04Price target increased to ₹141Up from ₹116, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of ₹135. The company posted earnings per share of ₹1.08 last year.
Board Change • Nov 16Insufficient 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. 6 highly experienced directors. Non-Executive Director Amit Uplenchwar was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Nov 10Now 20% undervaluedOver the last 90 days, the stock is up 29%. The fair value is estimated to be ₹146, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 25%.
Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: ₹2.77 (vs ₹0.09 loss in 2Q 2022)Second quarter 2023 results: EPS: ₹2.77 (up from ₹0.09 loss in 2Q 2022). Revenue: ₹18.5b (up 36% from 2Q 2022). Net income: ₹465.1m (up ₹479.9m from 2Q 2022). Profit margin: 2.5% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 14Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹108, the stock trades at a trailing P/E ratio of 29.9x. Average trailing P/E is 19x in the Construction industry in India. Total returns to shareholders of 1.6% over the past three years.
Upcoming Dividend • Jul 19Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 26 July 2022. Payment date: 01 September 2022. Payout ratio is on the higher end at 92%, however this is supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Indian dividend payers (1.8%). In line with average of industry peers (1.4%).
Reported Earnings • Jul 13Full year 2022 earnings released: EPS: ₹1.08 (vs ₹1.56 loss in FY 2021)Full year 2022 results: EPS: ₹1.08 (up from ₹1.56 loss in FY 2021). Revenue: ₹55.2b (up 44% from FY 2021). Net income: ₹181.9m (up ₹443.9m from FY 2021). Profit margin: 0.3% (up from net loss in FY 2021). Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
Price Target Changed • Jun 07Price target decreased to ₹127Down from ₹139, the current price target is provided by 1 analyst. New target price is 65% above last closing price of ₹76.80. The company posted earnings per share of ₹1.08 last year.
Reported Earnings • May 14Full year 2022 earnings released: EPS: ₹1.08 (vs ₹1.56 loss in FY 2021)Full year 2022 results: EPS: ₹1.08 (up from ₹1.56 loss in FY 2021). Revenue: ₹55.7b (up 45% from FY 2021). Net income: ₹181.9m (up ₹443.9m from FY 2021). Profit margin: 0.3% (up from net loss in FY 2021). Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Price Target Changed • Apr 27Price target increased to ₹139Up from ₹98.67, the current price target is provided by 1 analyst. New target price is 68% above last closing price of ₹82.85. The company posted a net loss per share of ₹1.56 last year.
Board Change • Apr 27Insufficient 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. 6 highly experienced directors. Non-Executive Director Amit Uplenchwar was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 13Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: ₹1.71 loss per share (down from ₹0.16 profit in 3Q 2021). Revenue: ₹13.9b (up 25% from 3Q 2021). Net loss: ₹286.5m (down ₹313.5m from profit in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
分析記事 • Jan 06Does JMC Projects (India) (NSE:JMCPROJECT) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Nov 05Statutory Profit Doesn't Reflect How Good JMC Projects (India)'s (NSE:JMCPROJECT) Earnings AreThe subdued stock price reaction suggests that JMC Projects (India) Limited's ( NSE:JMCPROJECT ) strong earnings didn't...
Reported Earnings • Nov 01Second quarter 2022 earnings released: ₹0.09 loss per share (vs ₹1.08 loss in 2Q 2021)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2022 results: Revenue: ₹13.7b (up 62% from 2Q 2021). Net loss: ₹14.8m (loss narrowed 92% from 2Q 2021).
Reported Earnings • Aug 03First quarter 2022 earnings released: ₹0.60 loss per share (vs ₹3.11 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: ₹11.6b (up 133% from 1Q 2021). Net loss: ₹101.5m (loss narrowed 81% from 1Q 2021).
分析記事 • Jul 07Most Shareholders Will Probably Find That The CEO Compensation For JMC Projects (India) Limited (NSE:JMCPROJECT) Is ReasonableDespite positive share price growth of 9.4% for JMC Projects (India) Limited ( NSE:JMCPROJECT ) over the last few...
Upcoming Dividend • Jun 29Upcoming dividend of ₹0.70 per shareEligible shareholders must have bought the stock before 06 July 2021. Payment date: 13 August 2021. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (1.2%).
Reported Earnings • Jun 23Full year 2021 earnings released: ₹1.56 loss per share (vs ₹0.071 profit in FY 2020)The company reported a poor full year result with weaker earnings and control over costs, although revenues were flat. Full year 2021 results: Revenue: ₹38.4b (flat on FY 2020). Net loss: ₹262.0m (down ₹273.9m from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.
分析記事 • May 23These 4 Measures Indicate That JMC Projects (India) (NSE:JMCPROJECT) Is Using Debt ExtensivelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • May 12Full year 2021 earnings released: ₹1.56 loss per share (vs ₹0.071 profit in FY 2020)The company reported a poor full year result with weaker earnings and control over costs, although revenues were flat. Full year 2021 results: Revenue: ₹38.7b (flat on FY 2020). Net loss: ₹262.0m (down ₹273.9m from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.
分析記事 • Mar 14Factors Income Investors Should Consider Before Adding JMC Projects (India) Limited (NSE:JMCPROJECT) To Their PortfolioIs JMC Projects (India) Limited ( NSE:JMCPROJECT ) a good dividend stock? How can we tell? Dividend paying companies...
Is New 90 Day High Low • Mar 05New 90-day high: ₹79.65The company is up 6.0% from its price of ₹75.00 on 04 December 2020. The Indian market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 29% over the same period.
Price Target Changed • Mar 04Price target raised to ₹82.33Up from ₹69.33, the current price target is provided by 1 analyst. The new target price is 6.5% above the current share price of ₹77.30. As of last close, the stock is up 12% over the past year.
分析記事 • Feb 14JMC Projects (India) (NSE:JMCPROJECT) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Is New 90 Day High Low • Feb 04New 90-day high: ₹77.95The company is up 63% from its price of ₹47.85 on 06 November 2020. The Indian market is up 23% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 49% over the same period.
Reported Earnings • Feb 04Third quarter 2021 earnings released: EPS ₹0.16 (vs ₹1.26 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: ₹11.2b (up 16% from 3Q 2020). Net income: ₹27.0m (down 87% from 3Q 2020). Profit margin: 0.2% (down from 2.2% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 93% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
分析記事 • Jan 25Is JMC Projects (India) (NSE:JMCPROJECT) Struggling?When it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
分析記事 • Dec 30Reflecting on JMC Projects (India)'s (NSE:JMCPROJECT) Share Price Returns Over The Last Three YearsIt is doubtless a positive to see that the JMC Projects (India) Limited ( NSE:JMCPROJECT ) share price has gained some...
分析記事 • Dec 03Does JMC Projects (India) Limited (NSE:JMCPROJECT) Have A Place In Your Dividend Portfolio?Is JMC Projects (India) Limited ( NSE:JMCPROJECT ) a good dividend stock? How can we tell? Dividend paying companies...
分析記事 • Nov 07JMC Projects (India) (NSE:JMCPROJECT) Use Of Debt Could Be Considered RiskyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Is New 90 Day High Low • Nov 06New 90-day low: ₹46.50The company is down 1.0% from its price of ₹46.80 on 07 August 2020. The Indian market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 5.0% over the same period.
Reported Earnings • Nov 04Second quarter 2021 earnings released: ₹1.08 loss per shareThe company reported a poor second quarter result with weaker earnings, revenues and control over expenses. Second quarter 2021 results: Revenue: ₹8.48b (down 13% from 2Q 2020). Net loss: ₹181.3m (down 226% from profit in 2Q 2020).
分析記事 • Oct 11The Trends At JMC Projects (India) (NSE:JMCPROJECT) That You Should Know AboutIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
分析記事 • Sep 07JMC Projects (India) (NSE:JMCPROJECT) Share Prices Have Dropped 55% In The Last YearWhile it may not be enough for some shareholders, we think it is good to see the JMC Projects (India) Limited...
分析記事 • Aug 09Here's What We Think About JMC Projects (India)'s (NSE:JMCPROJECT) CEO PayShailendra Tripathi became the CEO of JMC Projects (India) Limited (NSE:JMCPROJECT) in 2013, and we think it's a good...
分析記事 • Aug 09How Much Did JMC Projects (India)'s (NSE:JMCPROJECT) CEO Pocket Last Year?Shailendra Tripathi became the CEO of JMC Projects (India) Limited (NSE:JMCPROJECT) in 2013, and we think it's a good...
分析記事 • Jul 19Here's What You Should Know About JMC Projects (India) Limited's (NSE:JMCPROJECT) 1.4% Dividend YieldDividend paying stocks like JMC Projects (India) Limited (NSE:JMCPROJECT) tend to be popular with investors, and for...
分析記事 • Jun 28What Can The Trends At JMC Projects (India) (NSE:JMCPROJECT) Tell Us About Their Returns?If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep...