Thejo Engineering(THEJO)株式概要テージョ・エンジニアリング・リミテッドは、バルク材料処理システム、鉱物処理、腐食保護用途のゴムおよびポリウレタンベースのエンジニアリング製品の設計、開発、製造、供給をインド国内外で行っている。 詳細THEJO 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2/6財務の健全性6/6配当金1/6リスク分析リスクチェックの結果、THEJO 、リスクは検出されなかった。すべてのリスクチェックを見るTHEJO Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW484,243 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG484,243 investors already sharing narrativesYour Fair Value₹Current Price₹1.90k19.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture010b2016201920222025202620282031Revenue ₹10.4bEarnings ₹812.3mAdvancedSet Fair ValueView all narrativesThejo Engineering Limited 競合他社PIX TransmissionsSymbol: BSE:500333Market cap: ₹25.2bAdor WeldingSymbol: BSE:517041Market cap: ₹23.6bWendt (India)Symbol: BSE:505412Market cap: ₹15.5bDISA IndiaSymbol: BSE:500068Market cap: ₹17.6b価格と性能株価の高値、安値、推移の概要Thejo Engineering過去の株価現在の株価₹1,902.6052週高値₹2,485.8052週安値₹1,443.60ベータ0.641ヶ月の変化13.28%3ヶ月変化4.74%1年変化-17.89%3年間の変化15.10%5年間の変化133.96%IPOからの変化1,534.54%最新ニュースValuation Update With 7 Day Price Move • Jun 18Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹1,748, the stock trades at a trailing P/E ratio of 38.5x. Average trailing P/E is 28x in the Machinery industry in India. Total returns to shareholders of 1.8% over the past three years.Declared Dividend • May 30Dividend of ₹5.00 announcedDividend of ₹5.00 is the same as last year. Ex-date: 18th August 2026 Payment date: 24th September 2026 Dividend yield will be 0.3%, which is lower than the industry average of 0.6%. Sustainability & Growth Dividend is covered by earnings (11% earnings payout ratio) but not covered by cash flows (131% cash payout ratio). The dividend has increased by an average of 18% per year over the past 8 years and payments have been stable during that time. Earnings per share has grown by 12% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • May 29Full year 2026 earnings released: EPS: ₹45.41 (vs ₹46.07 in FY 2025)Full year 2026 results: EPS: ₹45.41 (down from ₹46.07 in FY 2025). Revenue: ₹6.42b (up 16% from FY 2025). Net income: ₹492.6m (down 1.3% from FY 2025). Profit margin: 7.7% (down from 9.0% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 5% per year.お知らせ • May 28Thejo Engineering Limited announces Annual dividend, payable on September 24, 2026Thejo Engineering Limited announced Annual dividend of INR 5.0000 per share payable on September 24, 2026, ex-date on August 18, 2026 and record date on August 18, 2026.お知らせ • May 27Thejo Engineering Limited, Annual General Meeting, Aug 25, 2026Thejo Engineering Limited, Annual General Meeting, Aug 25, 2026.お知らせ • May 14Thejo Engineering Limited to Report Q4, 2026 Results on May 27, 2026Thejo Engineering Limited announced that they will report Q4, 2026 results on May 27, 2026最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • Jun 18Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹1,748, the stock trades at a trailing P/E ratio of 38.5x. Average trailing P/E is 28x in the Machinery industry in India. Total returns to shareholders of 1.8% over the past three years.Declared Dividend • May 30Dividend of ₹5.00 announcedDividend of ₹5.00 is the same as last year. Ex-date: 18th August 2026 Payment date: 24th September 2026 Dividend yield will be 0.3%, which is lower than the industry average of 0.6%. Sustainability & Growth Dividend is covered by earnings (11% earnings payout ratio) but not covered by cash flows (131% cash payout ratio). The dividend has increased by an average of 18% per year over the past 8 years and payments have been stable during that time. Earnings per share has grown by 12% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • May 29Full year 2026 earnings released: EPS: ₹45.41 (vs ₹46.07 in FY 2025)Full year 2026 results: EPS: ₹45.41 (down from ₹46.07 in FY 2025). Revenue: ₹6.42b (up 16% from FY 2025). Net income: ₹492.6m (down 1.3% from FY 2025). Profit margin: 7.7% (down from 9.0% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 5% per year.お知らせ • May 28Thejo Engineering Limited announces Annual dividend, payable on September 24, 2026Thejo Engineering Limited announced Annual dividend of INR 5.0000 per share payable on September 24, 2026, ex-date on August 18, 2026 and record date on August 18, 2026.お知らせ • May 27Thejo Engineering Limited, Annual General Meeting, Aug 25, 2026Thejo Engineering Limited, Annual General Meeting, Aug 25, 2026.お知らせ • May 14Thejo Engineering Limited to Report Q4, 2026 Results on May 27, 2026Thejo Engineering Limited announced that they will report Q4, 2026 results on May 27, 2026Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: ₹8.20 (vs ₹12.14 in 3Q 2025)Third quarter 2026 results: EPS: ₹8.20 (down from ₹12.14 in 3Q 2025). Revenue: ₹1.62b (up 20% from 3Q 2025). Net income: ₹88.9m (down 32% from 3Q 2025). Profit margin: 5.5% (down from 9.7% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 10% per year.Valuation Update With 7 Day Price Move • Dec 26Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹1,857, the stock trades at a trailing P/E ratio of 38.1x. Average trailing P/E is 29x in the Machinery industry in India. Total returns to shareholders of 65% over the past three years.Reported Earnings • Nov 11Second quarter 2026 earnings released: EPS: ₹13.92 (vs ₹10.99 in 2Q 2025)Second quarter 2026 results: EPS: ₹13.92 (up from ₹10.99 in 2Q 2025). Revenue: ₹1.55b (up 16% from 2Q 2025). Net income: ₹151.0m (up 27% from 2Q 2025). Profit margin: 9.7% (in line with 2Q 2025). 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.分析記事 • Aug 23There Could Be A Chance Thejo Engineering Limited's (NSE:THEJO) CEO Will Have Their Compensation IncreasedKey Insights Thejo Engineering's Annual General Meeting to take place on 29th of August Salary of ₹6.90m is part of CEO...Upcoming Dividend • Aug 16Upcoming dividend of ₹5.00 per shareEligible shareholders must have bought the stock before 22 August 2025. Payment date: 28 September 2025. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (0.9%).Reported Earnings • Aug 05Full year 2025 earnings released: EPS: ₹46.07 (vs ₹51.86 in FY 2024)Full year 2025 results: EPS: ₹46.07 (down from ₹51.86 in FY 2024). Revenue: ₹5.53b (down 1.2% from FY 2024). Net income: ₹498.9m (down 10% from FY 2024). Profit margin: 9.0% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Aug 02Dividend increased to ₹5.00Dividend of ₹5.00 is 67% higher than last year. Ex-date: 22nd August 2025 Payment date: 28th September 2025 Dividend yield will be 0.2%, which is lower than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (11% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 21% per year over the past 7 years and payments have been stable during that time. Earnings per share has grown by 14% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Aug 01Thejo Engineering Limited announces Annual dividend, payable on September 28, 2025Thejo Engineering Limited announced Annual dividend of INR 5.0000 per share payable on September 28, 2025, ex-date on August 22, 2025 and record date on August 22, 2025.Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹2,187, the stock trades at a trailing P/E ratio of 47.2x. Average trailing P/E is 34x in the Machinery industry in India. Total returns to shareholders of 158% over the past three years.分析記事 • Jul 08Earnings Not Telling The Story For Thejo Engineering Limited (NSE:THEJO)With a price-to-earnings (or "P/E") ratio of 43.2x Thejo Engineering Limited ( NSE:THEJO ) may be sending bearish...お知らせ • May 29Thejo Engineering Limited, Annual General Meeting, Aug 29, 2025Thejo Engineering Limited, Annual General Meeting, Aug 29, 2025.Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹2,079, the stock trades at a trailing P/E ratio of 47.5x. Average trailing P/E is 32x in the Machinery industry in India. Total returns to shareholders of 107% over the past three years.Board Change • May 08Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Non-Executive Independent Director N. Venkiteswaran was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹1,899, the stock trades at a trailing P/E ratio of 43.3x. Average trailing P/E is 30x in the Machinery industry in India. Total returns to shareholders of 71% over the past three years.分析記事 • Mar 03What Thejo Engineering Limited's (NSE:THEJO) P/E Is Not Telling YouWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") below 24x, you may consider Thejo...お知らせ • Feb 17Thejo Engineering Limited Announces Appointment of Thorsten Wach as President Marketing and Sales, Effective 10 March 2025Thejo Engineering Limited announced the appointment of Thorsten Wach as President Marketing and Sales under the category of Senior Management Personnel of the Company, with effect from 10th March, 2025, to head the Marketing and Sales functions of the Company. Mr. Thorsten Wach holds a MSc Engineering degree from Hannover University of Applied Sciences and Arts, Hanover, Germany. He has more than three decades of rich international experience and expertise in the fields of sales, marketing, operations, and overall management. He was associated with reputed MNCs in the past and has worked in Americas, Africa, Australia and Europe.Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: ₹12.14 (vs ₹16.16 in 3Q 2024)Third quarter 2025 results: EPS: ₹12.14 (down from ₹16.16 in 3Q 2024). Revenue: ₹1.35b (down 9.6% from 3Q 2024). Net income: ₹131.6m (down 24% from 3Q 2024). Profit margin: 9.7% (down from 12% in 3Q 2024). The decrease in margin was driven by lower revenue. 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.お知らせ • Feb 08Thejo Engineering Limited to Report Q3, 2025 Results on Feb 07, 2025Thejo Engineering Limited announced that they will report Q3, 2025 results at 12:08 PM, Indian Standard Time on Feb 07, 2025Buy Or Sell Opportunity • Jan 27Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to ₹1,701. The fair value is estimated to be ₹2,182, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 14%.Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: ₹10.99 (vs ₹12.25 in 2Q 2024)Second quarter 2025 results: EPS: ₹10.99 (down from ₹12.25 in 2Q 2024). Revenue: ₹1.37b (up 2.6% from 2Q 2024). Net income: ₹119.1m (down 9.4% from 2Q 2024). Profit margin: 8.7% (down from 9.8% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Oct 23Does Thejo Engineering (NSE:THEJO) Deserve A Spot On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Aug 23It Looks Like The CEO Of Thejo Engineering Limited (NSE:THEJO) May Be Underpaid Compared To PeersKey Insights Thejo Engineering will host its Annual General Meeting on 29th of August Salary of ₹6.55m is part of CEO...Upcoming Dividend • Aug 15Upcoming dividend of ₹3.00 per shareEligible shareholders must have bought the stock before 22 August 2024. Payment date: 28 September 2024. Payout ratio is a comfortable 5.8% and this is well supported by cash flows. Trailing yield: 0.1%. Lower than top quartile of Indian dividend payers (1.1%). Lower than average of industry peers (0.7%).Reported Earnings • Aug 01Full year 2024 earnings released: EPS: ₹51.86 (vs ₹30.35 in FY 2023)Full year 2024 results: EPS: ₹51.86 (up from ₹30.35 in FY 2023). Revenue: ₹5.59b (up 18% from FY 2023). Net income: ₹556.4m (up 72% from FY 2023). Profit margin: 9.9% (up from 6.8% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jul 22Do Thejo Engineering's (NSE:THEJO) Earnings Warrant Your Attention?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Valuation Update With 7 Day Price Move • Jul 02Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹3,495, the stock trades at a trailing P/E ratio of 67.2x. Average trailing P/E is 39x in the Machinery industry in India. Total returns to shareholders of 257% over the past three years.分析記事 • Jul 02Earnings Not Telling The Story For Thejo Engineering Limited (NSE:THEJO) After Shares Rise 32%Thejo Engineering Limited ( NSE:THEJO ) shares have had a really impressive month, gaining 32% after a shaky period...Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹2,831, the stock trades at a trailing P/E ratio of 54.4x. Average trailing P/E is 37x in the Machinery industry in India. Total returns to shareholders of 221% over the past three years.Declared Dividend • May 30Dividend increased to ₹3.00Dividend of ₹3.00 is 50% higher than last year. Ex-date: 22nd August 2024 Payment date: 28th September 2024 Dividend yield will be 0.1%, which is lower than the industry average of 0.6%. Payout Ratios Payout ratio: 7%. Cash payout ratio: 7%.Reported Earnings • May 29Full year 2024 earnings released: EPS: ₹51.86 (vs ₹30.35 in FY 2023)Full year 2024 results: EPS: ₹51.86 (up from ₹30.35 in FY 2023). Revenue: ₹5.63b (up 19% from FY 2023). Net income: ₹556.4m (up 72% from FY 2023). Profit margin: 9.9% (up from 6.8% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Apr 12Earnings Not Telling The Story For Thejo Engineering Limited (NSE:THEJO) After Shares Rise 30%Despite an already strong run, Thejo Engineering Limited ( NSE:THEJO ) shares have been powering on, with a gain of 30...New Risk • Apr 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.分析記事 • Mar 13Does Thejo Engineering (NSE:THEJO) Deserve A Spot On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Valuation Update With 7 Day Price Move • Feb 29Investor sentiment improves as stock rises 29%After last week's 29% share price gain to ₹2,735, the stock trades at a trailing P/E ratio of 61.2x. Average trailing P/E is 35x in the Machinery industry in India. Total returns to shareholders of 570% over the past three years.分析記事 • Feb 24Subdued Growth No Barrier To Thejo Engineering Limited (NSE:THEJO) With Shares Advancing 26%Thejo Engineering Limited ( NSE:THEJO ) shares have had a really impressive month, gaining 26% after a shaky period...Reported Earnings • Feb 14Third quarter 2024 earnings released: EPS: ₹16.16 (vs ₹6.38 in 3Q 2023)Third quarter 2024 results: EPS: ₹16.16 (up from ₹6.38 in 3Q 2023). Revenue: ₹1.52b (up 25% from 3Q 2023). Net income: ₹173.4m (up 154% from 3Q 2023). Profit margin: 11% (up from 5.6% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 67% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ₹2,231, the stock trades at a trailing P/E ratio of 60.5x. Average trailing P/E is 31x in the Machinery industry in India. Total returns to shareholders of 456% over the past three years.分析記事 • Nov 14Is Thejo Engineering (NSE:THEJO) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Sep 06Thejo Engineering (NSE:THEJO) Will Be Hoping To Turn Its Returns On Capital AroundWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...Upcoming Dividend • Aug 16Upcoming dividend of ₹2.00 per share at 0.1% yieldEligible shareholders must have bought the stock before 23 August 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 6.6% and this is well supported by cash flows. Trailing yield: 0.1%. Lower than top quartile of Indian dividend payers (1.4%). Lower than average of industry peers (0.8%).Reported Earnings • Aug 13First quarter 2024 earnings released: EPS: ₹11.85 (vs ₹8.80 in 1Q 2023)First quarter 2024 results: EPS: ₹11.85 (up from ₹8.80 in 1Q 2023). Revenue: ₹1.36b (up 18% from 1Q 2023). Net income: ₹126.8m (up 35% from 1Q 2023). Profit margin: 9.3% (up from 8.1% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 102% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 04Thejo Engineering Limited acquired an additional 6% stake in Thejo Australia Pty Ltd from Bridgestone Mining Solutions Australia Pty Ltd.Thejo Engineering Limited acquired an additional 6% stake in Thejo Australia Pty Ltd from Bridgestone Mining Solutions Australia Pty Ltd on August 2, 2023. The transaction has been approved by the Board of Directors of Thejo Engineering Limited.Thejo Engineering Limited completed the acquisition of an additional 6% stake in Thejo Australia Pty Ltd from Bridgestone Mining Solutions Australia Pty Ltd on August 2, 2023.Valuation Update With 7 Day Price Move • Jun 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹1,615, the stock trades at a trailing P/E ratio of 53.1x. Average trailing P/E is 28x in the Machinery industry in India. Total returns to shareholders of 717% over the past three years.Reported Earnings • May 27Full year 2023 earnings released: EPS: ₹30.35 (vs ₹35.41 in FY 2022)Full year 2023 results: EPS: ₹30.35 (down from ₹35.41 in FY 2022). Revenue: ₹4.78b (up 13% from FY 2022). Net income: ₹324.2m (down 14% from FY 2022). Profit margin: 6.8% (down from 8.9% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 113% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 26Thejo Engineering Limited, Annual General Meeting, Aug 30, 2023Thejo Engineering Limited, Annual General Meeting, Aug 30, 2023.Board Change • Jan 28Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Director Sridhar Ganesh was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Dec 26Here's Why Thejo Engineering (NSE:THEJO) Has Caught The Eye Of InvestorsThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...分析記事 • Nov 22We Think That There Are Some Issues For Thejo Engineering (NSE:THEJO) Beyond Its Promising EarningsThejo Engineering Limited's ( NSE:THEJO ) stock didn't jump after it announced some healthy earnings. Our analysis...Reported Earnings • Nov 18First half 2023 earnings released: EPS: ₹17.59 (vs ₹16.32 in 1H 2022)First half 2023 results: EPS: ₹17.59 (up from ₹16.32 in 1H 2022). Revenue: ₹2.32b (up 15% from 1H 2022). Net income: ₹187.6m (up 8.4% from 1H 2022). Profit margin: 8.1% (down from 8.6% in 1H 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 89% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Aug 30Thejo Engineering (NSE:THEJO) Is Reinvesting To Multiply In ValueIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Valuation Update With 7 Day Price Move • Aug 29Investor sentiment improved over the past weekAfter last week's 27% share price gain to ₹1,127, the stock trades at a trailing P/E ratio of 31.6x. Average trailing P/E is 25x in the Machinery industry in India. Total returns to shareholders of 578% over the past three years.Upcoming Dividend • Aug 11Upcoming dividend of ₹2.00 per shareEligible shareholders must have bought the stock before 18 August 2022. Payment date: 26 September 2022. Payout ratio is a comfortable 5.6% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Indian dividend payers (1.7%). Lower than average of industry peers (0.7%).お知らせ • Aug 02Thejo Engineering Limited, Annual General Meeting, Aug 27, 2022Thejo Engineering Limited, Annual General Meeting, Aug 27, 2022, at 10:45 Indian Standard Time. Location: The Music Academy, Kasturi Srinivasan Hall (Mini Hall), New No. 168, T.T.K. Road, Royapettah Chennai Tamil Nadu IndiaValuation Update With 7 Day Price Move • Jul 25Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₹1,007, the stock trades at a trailing P/E ratio of 28.2x. Average trailing P/E is 25x in the Machinery industry in India. Total returns to shareholders of 481% over the past three years.分析記事 • Jul 23Should You Be Adding Thejo Engineering (NSE:THEJO) To Your Watchlist Today?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Reported Earnings • May 30Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: ₹35.41 (up from ₹26.23 in FY 2021). Revenue: ₹4.24b (up 30% from FY 2021). Net income: ₹376.3m (up 37% from FY 2021). Profit margin: 8.9% (up from 8.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 18%. Earnings per share (EPS) missed analyst estimates by 54%. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 77% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹1,165, the stock trades at a trailing P/E ratio of 35.4x. Average trailing P/E is 24x in the Machinery industry in India. Total returns to shareholders of 537% over the past three years.分析記事 • Mar 14Thejo Engineering (NSE:THEJO) Is Very Good At Capital AllocationIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Feb 15I Ran A Stock Scan For Earnings Growth And Thejo Engineering (NSE:THEJO) Passed With EaseIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₹1,094, the stock trades at a trailing P/E ratio of 33.2x. Average trailing P/E is 21x in the Machinery industry in India. Total returns to shareholders of 458% over the past three years.分析記事 • Nov 30Investors Should Be Encouraged By Thejo Engineering's (NSE:THEJO) Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...Valuation Update With 7 Day Price Move • Oct 22Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₹1,034, the stock trades at a trailing P/E ratio of 39.8x. Average trailing P/E is 24x in the Machinery industry in India. Total returns to shareholders of 486% over the past three years.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improved over the past weekAfter last week's 28% share price gain to ₹3,336, the stock trades at a trailing P/E ratio of 42.8x. Average trailing P/E is 23x in the Machinery industry in India. Total returns to shareholders of 444% over the past three years.分析記事 • Aug 25Is Now The Time To Put Thejo Engineering (NSE:THEJO) On Your Watchlist?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...分析記事 • May 18Under The Bonnet, Thejo Engineering's (NSE:THEJO) Returns Look ImpressiveIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹1,349, the stock trades at a trailing P/E ratio of 22.9x. Average trailing P/E is 23x in the Machinery industry in India. Total returns to shareholders of 197% over the past three years.分析記事 • Mar 02Did Thejo Engineering Limited (NSE:THEJO) Insiders Sell Shares?We often see insiders buying up shares in companies that perform well over the long term. Unfortunately, there are also...Is New 90 Day High Low • Feb 09New 90-day high: ₹1,396The company is up 5.0% from its price of ₹1,324 on 11 November 2020. The Indian market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 36% over the same period.分析記事 • Feb 08Does Thejo Engineering (NSE:THEJO) Have The DNA Of A Multi-Bagger?What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Valuation Update With 7 Day Price Move • Feb 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹1,238, the stock is trading at a trailing P/E ratio of 21x, up from the previous P/E ratio of 18.2x. This compares to an average P/E of 21x in the Machinery industry in India. Total returns to shareholders over the past three years are 117%.分析記事 • Jan 21Does Thejo Engineering Limited (NSE:THEJO) Have A Place In Your Dividend Portfolio?Could Thejo Engineering Limited ( NSE:THEJO ) be an attractive dividend share to own for the long haul? Investors are...分析記事 • Jan 04Thejo Engineering (NSE:THEJO) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Dec 16Thejo Engineering Limited's (NSE:THEJO) Fundamentals Look Pretty Strong: Could The Market Be Wrong About The Stock?It is hard to get excited after looking at Thejo Engineering's (NSE:THEJO) recent performance, when its stock has...Is New 90 Day High Low • Dec 16New 90-day low: ₹1,070The company is down 4.0% from its price of ₹1,119 on 16 September 2020. The Indian market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 11% over the same period.Recent Insider Transactions • Dec 02Insider recently sold ₹731k worth of stockOn the 25th of November, Shibu Joseph sold around 600 shares on-market at roughly ₹1,219 per share. In the last 3 months, there was an even bigger sale from another insider worth ₹1.5m. Insiders have been net sellers, collectively disposing of ₹12m more than they bought in the last 12 months.分析記事 • Nov 28Have Insiders Sold Thejo Engineering Limited (NSE:THEJO) Shares Recently?Investors may wish to note that an insider of Thejo Engineering Limited, J. Manimaran, recently netted ₹1.4m from...Recent Insider Transactions • Nov 22Insider recently sold ₹1.3m worth of stockOn the 19th of November, K. Raja sold around 1k shares on-market at roughly ₹1,281 per share. In the last 3 months, there was an even bigger sale from another insider worth ₹1.5m. Insiders have been net sellers, collectively disposing of ₹6.8m more than they bought in the last 12 months.Is New 90 Day High Low • Oct 20New 90-day high: ₹1,432The company is up 165% from its price of ₹540 on 22 July 2020. The Indian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 7.0% over the same period.Recent Insider Transactions • Oct 04Insider recently sold ₹1.5m worth of stockOn the 29th of September, Shine James sold around 2k shares on-market at roughly ₹860 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹3.3m more than they bought in the last 12 months.Recent Insider Transactions • Sep 25Vice President of HR & Administration recently sold ₹220k worth of stockOn the 17th of September, Thomas Abraham sold around 200 shares on-market at roughly ₹1,100 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.お知らせ • Jul 17Thejo Engineering Limited Announces Resumption of ManufacturingIn continuation to Thejo Engineering Limited's letter dated March 23, 2020, and April 7, 2020, Thejo Engineering Limited informed that based on the relaxations and updated guidelines issued by the Ministry of Home Affairs and by the Government of Tamil Nadu, the Company has resumed the operations at its Manufacturing Units in a phased manner with minimum workforce. Based on the evolving situation, the Company shall be ramping up the operations, within the permitted limits, if any. The Services and Operation & Maintenance divisions of the Company cater to the power plants and other continuous process plants, which are treated as essential items/services/continuous process plants and hence are continuing to serve the customers at their sites complying with the applicable regulatory guidelines.株主還元THEJOIN MachineryIN 市場7D1.8%1.9%1.9%1Y-17.9%12.2%-1.3%株主還元を見る業界別リターン: THEJO過去 1 年間で12.2 % の収益を上げたIndian Machinery業界を下回りました。リターン対市場: THEJOは、過去 1 年間で-1.3 % のリターンを上げたIndian市場を下回りました。価格変動Is THEJO's price volatile compared to industry and market?THEJO volatilityTHEJO Average Weekly Movement4.1%Machinery Industry Average Movement6.3%Market Average Movement6.1%10% most volatile stocks in IN Market9.1%10% least volatile stocks in IN Market3.8%安定した株価: THEJO 、 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: THEJOの 週次ボラティリティ ( 4% ) 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19741,537Manoj Josephwww.thejo-engg.comゴム・ポリウレタンをベースとしたエンジニアリング製品を設計、開発、製造、供給。製造部門、サービス部門、その他部門で事業を展開。ベルトコンベヤのスプライシングや補修キット、プーリーラギングシート、加硫装置、ベルトコイラーやデコイラーなどのコンベヤケア製品、ハンドツールやパワーツール、個人用保護具などの作業ツール、ベルトクリーナーやトラッカー、衝撃クッションパッド、スカートシーリングシステム、エンジニアードシュートなどの搬送ポイントソリューションを提供している。また、粉塵抑制のための高圧霧吹きシステム、流動促進製品、ミルライニング、バルクフローシュート、耐摩耗パネルとシート、ツイスターサイクロンとポンプスペア、ゴムホース、ライニングパイプ、継手などの摩耗・摩耗保護製品、その他のサービスも提供している。加えて、ゴムシート、ホース、ライニングされたパイプと継手、プライマー接着剤と補修パテ、伸縮継手とベローズ、加工とライニング、PTFEライニングとベローズからなる腐食保護製品を販売している。さらに、スカルピングとサイジング、除水、フリップフロー、トロンメル・スクリーニング・ソリューションとグレーター・スペア、ゴム、エンジニアリング・プラスチック、金属スペア、特殊製品も提供している。また、コンベアベルト、プロジェクト実行、搬送ポイント、摩耗、ろ過、スクリーニング、腐食保護サービスも提供している。鉱業、鉱物処理、骨材、砂・砂利、電力、金属、化学・肥料、セメント、紙・パルプ、食品・穀物産業、港湾・ターミナルにサービスを提供している。同社は1974年に設立され、インドのチェンナイを拠点としている。もっと見るThejo Engineering Limited 基礎のまとめThejo Engineering の収益と売上を時価総額と比較するとどうか。THEJO 基礎統計学時価総額₹20.64b収益(TTM)₹492.60m売上高(TTM)₹6.32b41.9xPER(株価収益率3.3xP/SレシオTHEJO 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THEJO 損益計算書(TTM)収益₹6.32b売上原価₹1.25b売上総利益₹5.07bその他の費用₹4.58b収益₹492.60m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益(EPS)45.42グロス・マージン80.28%純利益率7.79%有利子負債/自己資本比率1.4%THEJO 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0.3%現在の配当利回り11%配当性向THEJO 配当は確実ですか?THEJO 配当履歴とベンチマークを見るTHEJO 、いつまでに購入すれば配当金を受け取れますか?Thejo Engineering 配当日配当落ち日Aug 18 2026配当支払日Sep 24 2026配当落ちまでの日数32 days配当支払日までの日数69 daysTHEJO 配当は確実ですか?THEJO 配当履歴とベンチマークを見る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2026/07/16 17:53終値2026/07/16 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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Thejo Engineering Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹1,748, the stock trades at a trailing P/E ratio of 38.5x. Average trailing P/E is 28x in the Machinery industry in India. Total returns to shareholders of 1.8% over the past three years.
Declared Dividend • May 30Dividend of ₹5.00 announcedDividend of ₹5.00 is the same as last year. Ex-date: 18th August 2026 Payment date: 24th September 2026 Dividend yield will be 0.3%, which is lower than the industry average of 0.6%. Sustainability & Growth Dividend is covered by earnings (11% earnings payout ratio) but not covered by cash flows (131% cash payout ratio). The dividend has increased by an average of 18% per year over the past 8 years and payments have been stable during that time. Earnings per share has grown by 12% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 29Full year 2026 earnings released: EPS: ₹45.41 (vs ₹46.07 in FY 2025)Full year 2026 results: EPS: ₹45.41 (down from ₹46.07 in FY 2025). Revenue: ₹6.42b (up 16% from FY 2025). Net income: ₹492.6m (down 1.3% from FY 2025). Profit margin: 7.7% (down from 9.0% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 5% per year.
お知らせ • May 28Thejo Engineering Limited announces Annual dividend, payable on September 24, 2026Thejo Engineering Limited announced Annual dividend of INR 5.0000 per share payable on September 24, 2026, ex-date on August 18, 2026 and record date on August 18, 2026.
お知らせ • May 27Thejo Engineering Limited, Annual General Meeting, Aug 25, 2026Thejo Engineering Limited, Annual General Meeting, Aug 25, 2026.
お知らせ • May 14Thejo Engineering Limited to Report Q4, 2026 Results on May 27, 2026Thejo Engineering Limited announced that they will report Q4, 2026 results on May 27, 2026
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹1,748, the stock trades at a trailing P/E ratio of 38.5x. Average trailing P/E is 28x in the Machinery industry in India. Total returns to shareholders of 1.8% over the past three years.
Declared Dividend • May 30Dividend of ₹5.00 announcedDividend of ₹5.00 is the same as last year. Ex-date: 18th August 2026 Payment date: 24th September 2026 Dividend yield will be 0.3%, which is lower than the industry average of 0.6%. Sustainability & Growth Dividend is covered by earnings (11% earnings payout ratio) but not covered by cash flows (131% cash payout ratio). The dividend has increased by an average of 18% per year over the past 8 years and payments have been stable during that time. Earnings per share has grown by 12% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 29Full year 2026 earnings released: EPS: ₹45.41 (vs ₹46.07 in FY 2025)Full year 2026 results: EPS: ₹45.41 (down from ₹46.07 in FY 2025). Revenue: ₹6.42b (up 16% from FY 2025). Net income: ₹492.6m (down 1.3% from FY 2025). Profit margin: 7.7% (down from 9.0% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 5% per year.
お知らせ • May 28Thejo Engineering Limited announces Annual dividend, payable on September 24, 2026Thejo Engineering Limited announced Annual dividend of INR 5.0000 per share payable on September 24, 2026, ex-date on August 18, 2026 and record date on August 18, 2026.
お知らせ • May 27Thejo Engineering Limited, Annual General Meeting, Aug 25, 2026Thejo Engineering Limited, Annual General Meeting, Aug 25, 2026.
お知らせ • May 14Thejo Engineering Limited to Report Q4, 2026 Results on May 27, 2026Thejo Engineering Limited announced that they will report Q4, 2026 results on May 27, 2026
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: ₹8.20 (vs ₹12.14 in 3Q 2025)Third quarter 2026 results: EPS: ₹8.20 (down from ₹12.14 in 3Q 2025). Revenue: ₹1.62b (up 20% from 3Q 2025). Net income: ₹88.9m (down 32% from 3Q 2025). Profit margin: 5.5% (down from 9.7% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 10% per year.
Valuation Update With 7 Day Price Move • Dec 26Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹1,857, the stock trades at a trailing P/E ratio of 38.1x. Average trailing P/E is 29x in the Machinery industry in India. Total returns to shareholders of 65% over the past three years.
Reported Earnings • Nov 11Second quarter 2026 earnings released: EPS: ₹13.92 (vs ₹10.99 in 2Q 2025)Second quarter 2026 results: EPS: ₹13.92 (up from ₹10.99 in 2Q 2025). Revenue: ₹1.55b (up 16% from 2Q 2025). Net income: ₹151.0m (up 27% from 2Q 2025). Profit margin: 9.7% (in line with 2Q 2025). 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.
分析記事 • Aug 23There Could Be A Chance Thejo Engineering Limited's (NSE:THEJO) CEO Will Have Their Compensation IncreasedKey Insights Thejo Engineering's Annual General Meeting to take place on 29th of August Salary of ₹6.90m is part of CEO...
Upcoming Dividend • Aug 16Upcoming dividend of ₹5.00 per shareEligible shareholders must have bought the stock before 22 August 2025. Payment date: 28 September 2025. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (0.9%).
Reported Earnings • Aug 05Full year 2025 earnings released: EPS: ₹46.07 (vs ₹51.86 in FY 2024)Full year 2025 results: EPS: ₹46.07 (down from ₹51.86 in FY 2024). Revenue: ₹5.53b (down 1.2% from FY 2024). Net income: ₹498.9m (down 10% from FY 2024). Profit margin: 9.0% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Aug 02Dividend increased to ₹5.00Dividend of ₹5.00 is 67% higher than last year. Ex-date: 22nd August 2025 Payment date: 28th September 2025 Dividend yield will be 0.2%, which is lower than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (11% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 21% per year over the past 7 years and payments have been stable during that time. Earnings per share has grown by 14% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 01Thejo Engineering Limited announces Annual dividend, payable on September 28, 2025Thejo Engineering Limited announced Annual dividend of INR 5.0000 per share payable on September 28, 2025, ex-date on August 22, 2025 and record date on August 22, 2025.
Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹2,187, the stock trades at a trailing P/E ratio of 47.2x. Average trailing P/E is 34x in the Machinery industry in India. Total returns to shareholders of 158% over the past three years.
分析記事 • Jul 08Earnings Not Telling The Story For Thejo Engineering Limited (NSE:THEJO)With a price-to-earnings (or "P/E") ratio of 43.2x Thejo Engineering Limited ( NSE:THEJO ) may be sending bearish...
お知らせ • May 29Thejo Engineering Limited, Annual General Meeting, Aug 29, 2025Thejo Engineering Limited, Annual General Meeting, Aug 29, 2025.
Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹2,079, the stock trades at a trailing P/E ratio of 47.5x. Average trailing P/E is 32x in the Machinery industry in India. Total returns to shareholders of 107% over the past three years.
Board Change • May 08Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Non-Executive Independent Director N. Venkiteswaran was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹1,899, the stock trades at a trailing P/E ratio of 43.3x. Average trailing P/E is 30x in the Machinery industry in India. Total returns to shareholders of 71% over the past three years.
分析記事 • Mar 03What Thejo Engineering Limited's (NSE:THEJO) P/E Is Not Telling YouWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") below 24x, you may consider Thejo...
お知らせ • Feb 17Thejo Engineering Limited Announces Appointment of Thorsten Wach as President Marketing and Sales, Effective 10 March 2025Thejo Engineering Limited announced the appointment of Thorsten Wach as President Marketing and Sales under the category of Senior Management Personnel of the Company, with effect from 10th March, 2025, to head the Marketing and Sales functions of the Company. Mr. Thorsten Wach holds a MSc Engineering degree from Hannover University of Applied Sciences and Arts, Hanover, Germany. He has more than three decades of rich international experience and expertise in the fields of sales, marketing, operations, and overall management. He was associated with reputed MNCs in the past and has worked in Americas, Africa, Australia and Europe.
Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: ₹12.14 (vs ₹16.16 in 3Q 2024)Third quarter 2025 results: EPS: ₹12.14 (down from ₹16.16 in 3Q 2024). Revenue: ₹1.35b (down 9.6% from 3Q 2024). Net income: ₹131.6m (down 24% from 3Q 2024). Profit margin: 9.7% (down from 12% in 3Q 2024). The decrease in margin was driven by lower revenue. 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.
お知らせ • Feb 08Thejo Engineering Limited to Report Q3, 2025 Results on Feb 07, 2025Thejo Engineering Limited announced that they will report Q3, 2025 results at 12:08 PM, Indian Standard Time on Feb 07, 2025
Buy Or Sell Opportunity • Jan 27Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to ₹1,701. The fair value is estimated to be ₹2,182, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 14%.
Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: ₹10.99 (vs ₹12.25 in 2Q 2024)Second quarter 2025 results: EPS: ₹10.99 (down from ₹12.25 in 2Q 2024). Revenue: ₹1.37b (up 2.6% from 2Q 2024). Net income: ₹119.1m (down 9.4% from 2Q 2024). Profit margin: 8.7% (down from 9.8% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Oct 23Does Thejo Engineering (NSE:THEJO) Deserve A Spot On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • Aug 23It Looks Like The CEO Of Thejo Engineering Limited (NSE:THEJO) May Be Underpaid Compared To PeersKey Insights Thejo Engineering will host its Annual General Meeting on 29th of August Salary of ₹6.55m is part of CEO...
Upcoming Dividend • Aug 15Upcoming dividend of ₹3.00 per shareEligible shareholders must have bought the stock before 22 August 2024. Payment date: 28 September 2024. Payout ratio is a comfortable 5.8% and this is well supported by cash flows. Trailing yield: 0.1%. Lower than top quartile of Indian dividend payers (1.1%). Lower than average of industry peers (0.7%).
Reported Earnings • Aug 01Full year 2024 earnings released: EPS: ₹51.86 (vs ₹30.35 in FY 2023)Full year 2024 results: EPS: ₹51.86 (up from ₹30.35 in FY 2023). Revenue: ₹5.59b (up 18% from FY 2023). Net income: ₹556.4m (up 72% from FY 2023). Profit margin: 9.9% (up from 6.8% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jul 22Do Thejo Engineering's (NSE:THEJO) Earnings Warrant Your Attention?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Valuation Update With 7 Day Price Move • Jul 02Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹3,495, the stock trades at a trailing P/E ratio of 67.2x. Average trailing P/E is 39x in the Machinery industry in India. Total returns to shareholders of 257% over the past three years.
分析記事 • Jul 02Earnings Not Telling The Story For Thejo Engineering Limited (NSE:THEJO) After Shares Rise 32%Thejo Engineering Limited ( NSE:THEJO ) shares have had a really impressive month, gaining 32% after a shaky period...
Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹2,831, the stock trades at a trailing P/E ratio of 54.4x. Average trailing P/E is 37x in the Machinery industry in India. Total returns to shareholders of 221% over the past three years.
Declared Dividend • May 30Dividend increased to ₹3.00Dividend of ₹3.00 is 50% higher than last year. Ex-date: 22nd August 2024 Payment date: 28th September 2024 Dividend yield will be 0.1%, which is lower than the industry average of 0.6%. Payout Ratios Payout ratio: 7%. Cash payout ratio: 7%.
Reported Earnings • May 29Full year 2024 earnings released: EPS: ₹51.86 (vs ₹30.35 in FY 2023)Full year 2024 results: EPS: ₹51.86 (up from ₹30.35 in FY 2023). Revenue: ₹5.63b (up 19% from FY 2023). Net income: ₹556.4m (up 72% from FY 2023). Profit margin: 9.9% (up from 6.8% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Apr 12Earnings Not Telling The Story For Thejo Engineering Limited (NSE:THEJO) After Shares Rise 30%Despite an already strong run, Thejo Engineering Limited ( NSE:THEJO ) shares have been powering on, with a gain of 30...
New Risk • Apr 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
分析記事 • Mar 13Does Thejo Engineering (NSE:THEJO) Deserve A Spot On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Valuation Update With 7 Day Price Move • Feb 29Investor sentiment improves as stock rises 29%After last week's 29% share price gain to ₹2,735, the stock trades at a trailing P/E ratio of 61.2x. Average trailing P/E is 35x in the Machinery industry in India. Total returns to shareholders of 570% over the past three years.
分析記事 • Feb 24Subdued Growth No Barrier To Thejo Engineering Limited (NSE:THEJO) With Shares Advancing 26%Thejo Engineering Limited ( NSE:THEJO ) shares have had a really impressive month, gaining 26% after a shaky period...
Reported Earnings • Feb 14Third quarter 2024 earnings released: EPS: ₹16.16 (vs ₹6.38 in 3Q 2023)Third quarter 2024 results: EPS: ₹16.16 (up from ₹6.38 in 3Q 2023). Revenue: ₹1.52b (up 25% from 3Q 2023). Net income: ₹173.4m (up 154% from 3Q 2023). Profit margin: 11% (up from 5.6% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 67% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ₹2,231, the stock trades at a trailing P/E ratio of 60.5x. Average trailing P/E is 31x in the Machinery industry in India. Total returns to shareholders of 456% over the past three years.
分析記事 • Nov 14Is Thejo Engineering (NSE:THEJO) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Sep 06Thejo Engineering (NSE:THEJO) Will Be Hoping To Turn Its Returns On Capital AroundWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
Upcoming Dividend • Aug 16Upcoming dividend of ₹2.00 per share at 0.1% yieldEligible shareholders must have bought the stock before 23 August 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 6.6% and this is well supported by cash flows. Trailing yield: 0.1%. Lower than top quartile of Indian dividend payers (1.4%). Lower than average of industry peers (0.8%).
Reported Earnings • Aug 13First quarter 2024 earnings released: EPS: ₹11.85 (vs ₹8.80 in 1Q 2023)First quarter 2024 results: EPS: ₹11.85 (up from ₹8.80 in 1Q 2023). Revenue: ₹1.36b (up 18% from 1Q 2023). Net income: ₹126.8m (up 35% from 1Q 2023). Profit margin: 9.3% (up from 8.1% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 102% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 04Thejo Engineering Limited acquired an additional 6% stake in Thejo Australia Pty Ltd from Bridgestone Mining Solutions Australia Pty Ltd.Thejo Engineering Limited acquired an additional 6% stake in Thejo Australia Pty Ltd from Bridgestone Mining Solutions Australia Pty Ltd on August 2, 2023. The transaction has been approved by the Board of Directors of Thejo Engineering Limited.Thejo Engineering Limited completed the acquisition of an additional 6% stake in Thejo Australia Pty Ltd from Bridgestone Mining Solutions Australia Pty Ltd on August 2, 2023.
Valuation Update With 7 Day Price Move • Jun 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹1,615, the stock trades at a trailing P/E ratio of 53.1x. Average trailing P/E is 28x in the Machinery industry in India. Total returns to shareholders of 717% over the past three years.
Reported Earnings • May 27Full year 2023 earnings released: EPS: ₹30.35 (vs ₹35.41 in FY 2022)Full year 2023 results: EPS: ₹30.35 (down from ₹35.41 in FY 2022). Revenue: ₹4.78b (up 13% from FY 2022). Net income: ₹324.2m (down 14% from FY 2022). Profit margin: 6.8% (down from 8.9% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 113% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 26Thejo Engineering Limited, Annual General Meeting, Aug 30, 2023Thejo Engineering Limited, Annual General Meeting, Aug 30, 2023.
Board Change • Jan 28Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Director Sridhar Ganesh was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Dec 26Here's Why Thejo Engineering (NSE:THEJO) Has Caught The Eye Of InvestorsThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 • Nov 22We Think That There Are Some Issues For Thejo Engineering (NSE:THEJO) Beyond Its Promising EarningsThejo Engineering Limited's ( NSE:THEJO ) stock didn't jump after it announced some healthy earnings. Our analysis...
Reported Earnings • Nov 18First half 2023 earnings released: EPS: ₹17.59 (vs ₹16.32 in 1H 2022)First half 2023 results: EPS: ₹17.59 (up from ₹16.32 in 1H 2022). Revenue: ₹2.32b (up 15% from 1H 2022). Net income: ₹187.6m (up 8.4% from 1H 2022). Profit margin: 8.1% (down from 8.6% in 1H 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 89% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Aug 30Thejo Engineering (NSE:THEJO) Is Reinvesting To Multiply In ValueIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Valuation Update With 7 Day Price Move • Aug 29Investor sentiment improved over the past weekAfter last week's 27% share price gain to ₹1,127, the stock trades at a trailing P/E ratio of 31.6x. Average trailing P/E is 25x in the Machinery industry in India. Total returns to shareholders of 578% over the past three years.
Upcoming Dividend • Aug 11Upcoming dividend of ₹2.00 per shareEligible shareholders must have bought the stock before 18 August 2022. Payment date: 26 September 2022. Payout ratio is a comfortable 5.6% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Indian dividend payers (1.7%). Lower than average of industry peers (0.7%).
お知らせ • Aug 02Thejo Engineering Limited, Annual General Meeting, Aug 27, 2022Thejo Engineering Limited, Annual General Meeting, Aug 27, 2022, at 10:45 Indian Standard Time. Location: The Music Academy, Kasturi Srinivasan Hall (Mini Hall), New No. 168, T.T.K. Road, Royapettah Chennai Tamil Nadu India
Valuation Update With 7 Day Price Move • Jul 25Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₹1,007, the stock trades at a trailing P/E ratio of 28.2x. Average trailing P/E is 25x in the Machinery industry in India. Total returns to shareholders of 481% over the past three years.
分析記事 • Jul 23Should You Be Adding Thejo Engineering (NSE:THEJO) To Your Watchlist Today?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Reported Earnings • May 30Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: ₹35.41 (up from ₹26.23 in FY 2021). Revenue: ₹4.24b (up 30% from FY 2021). Net income: ₹376.3m (up 37% from FY 2021). Profit margin: 8.9% (up from 8.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 18%. Earnings per share (EPS) missed analyst estimates by 54%. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 77% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹1,165, the stock trades at a trailing P/E ratio of 35.4x. Average trailing P/E is 24x in the Machinery industry in India. Total returns to shareholders of 537% over the past three years.
分析記事 • Mar 14Thejo Engineering (NSE:THEJO) Is Very Good At Capital AllocationIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Feb 15I Ran A Stock Scan For Earnings Growth And Thejo Engineering (NSE:THEJO) Passed With EaseIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₹1,094, the stock trades at a trailing P/E ratio of 33.2x. Average trailing P/E is 21x in the Machinery industry in India. Total returns to shareholders of 458% over the past three years.
分析記事 • Nov 30Investors Should Be Encouraged By Thejo Engineering's (NSE:THEJO) Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
Valuation Update With 7 Day Price Move • Oct 22Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₹1,034, the stock trades at a trailing P/E ratio of 39.8x. Average trailing P/E is 24x in the Machinery industry in India. Total returns to shareholders of 486% over the past three years.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improved over the past weekAfter last week's 28% share price gain to ₹3,336, the stock trades at a trailing P/E ratio of 42.8x. Average trailing P/E is 23x in the Machinery industry in India. Total returns to shareholders of 444% over the past three years.
分析記事 • Aug 25Is Now The Time To Put Thejo Engineering (NSE:THEJO) On Your Watchlist?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
分析記事 • May 18Under The Bonnet, Thejo Engineering's (NSE:THEJO) Returns Look ImpressiveIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹1,349, the stock trades at a trailing P/E ratio of 22.9x. Average trailing P/E is 23x in the Machinery industry in India. Total returns to shareholders of 197% over the past three years.
分析記事 • Mar 02Did Thejo Engineering Limited (NSE:THEJO) Insiders Sell Shares?We often see insiders buying up shares in companies that perform well over the long term. Unfortunately, there are also...
Is New 90 Day High Low • Feb 09New 90-day high: ₹1,396The company is up 5.0% from its price of ₹1,324 on 11 November 2020. The Indian market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 36% over the same period.
分析記事 • Feb 08Does Thejo Engineering (NSE:THEJO) Have The DNA Of A Multi-Bagger?What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹1,238, the stock is trading at a trailing P/E ratio of 21x, up from the previous P/E ratio of 18.2x. This compares to an average P/E of 21x in the Machinery industry in India. Total returns to shareholders over the past three years are 117%.
分析記事 • Jan 21Does Thejo Engineering Limited (NSE:THEJO) Have A Place In Your Dividend Portfolio?Could Thejo Engineering Limited ( NSE:THEJO ) be an attractive dividend share to own for the long haul? Investors are...
分析記事 • Jan 04Thejo Engineering (NSE:THEJO) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Dec 16Thejo Engineering Limited's (NSE:THEJO) Fundamentals Look Pretty Strong: Could The Market Be Wrong About The Stock?It is hard to get excited after looking at Thejo Engineering's (NSE:THEJO) recent performance, when its stock has...
Is New 90 Day High Low • Dec 16New 90-day low: ₹1,070The company is down 4.0% from its price of ₹1,119 on 16 September 2020. The Indian market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 11% over the same period.
Recent Insider Transactions • Dec 02Insider recently sold ₹731k worth of stockOn the 25th of November, Shibu Joseph sold around 600 shares on-market at roughly ₹1,219 per share. In the last 3 months, there was an even bigger sale from another insider worth ₹1.5m. Insiders have been net sellers, collectively disposing of ₹12m more than they bought in the last 12 months.
分析記事 • Nov 28Have Insiders Sold Thejo Engineering Limited (NSE:THEJO) Shares Recently?Investors may wish to note that an insider of Thejo Engineering Limited, J. Manimaran, recently netted ₹1.4m from...
Recent Insider Transactions • Nov 22Insider recently sold ₹1.3m worth of stockOn the 19th of November, K. Raja sold around 1k shares on-market at roughly ₹1,281 per share. In the last 3 months, there was an even bigger sale from another insider worth ₹1.5m. Insiders have been net sellers, collectively disposing of ₹6.8m more than they bought in the last 12 months.
Is New 90 Day High Low • Oct 20New 90-day high: ₹1,432The company is up 165% from its price of ₹540 on 22 July 2020. The Indian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 7.0% over the same period.
Recent Insider Transactions • Oct 04Insider recently sold ₹1.5m worth of stockOn the 29th of September, Shine James sold around 2k shares on-market at roughly ₹860 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹3.3m more than they bought in the last 12 months.
Recent Insider Transactions • Sep 25Vice President of HR & Administration recently sold ₹220k worth of stockOn the 17th of September, Thomas Abraham sold around 200 shares on-market at roughly ₹1,100 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
お知らせ • Jul 17Thejo Engineering Limited Announces Resumption of ManufacturingIn continuation to Thejo Engineering Limited's letter dated March 23, 2020, and April 7, 2020, Thejo Engineering Limited informed that based on the relaxations and updated guidelines issued by the Ministry of Home Affairs and by the Government of Tamil Nadu, the Company has resumed the operations at its Manufacturing Units in a phased manner with minimum workforce. Based on the evolving situation, the Company shall be ramping up the operations, within the permitted limits, if any. The Services and Operation & Maintenance divisions of the Company cater to the power plants and other continuous process plants, which are treated as essential items/services/continuous process plants and hence are continuing to serve the customers at their sites complying with the applicable regulatory guidelines.