Savera Industries（512634）株式概要サベラ・インダストリーズ社はインドでホテリエ業を営んでいる。 詳細512634 ファンダメンタル分析スノーフレーク・スコア評価2/6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5/6報酬株価収益率（ 15.4 x） Indian市場（ 23.4 x）を下回っています。リスク分析意味のある時価総額がありません ( ₹2B )不安定な配当実績 すべてのリスクチェックを見る512634 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW492,148 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 NarrativeBLINRODA492,148 investors already sharing narrativesYour Fair Value₹Current Price₹165.7537.0% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-41m3b2016201920222025202620282031Revenue ₹3.2bEarnings ₹398.9mAdvancedSet Fair ValueView all narrativesSavera Industries Limited 競合他社Trade WingsSymbol: BSE:509953Market cap: ₹1.7bHB Estate DevelopersSymbol: BSE:532334Market cap: ₹1.7bByke HospitalitySymbol: BSE:531373Market cap: ₹1.7bInternational Travel HouseSymbol: BSE:500213Market cap: ₹2.4b価格と性能株価の高値、安値、推移の概要Savera Industries過去の株価現在の株価₹165.7552週高値₹189.0052週安値₹133.00ベータ-0.0991ヶ月の変化5.24%3ヶ月変化3.27%1年変化11.28%3年間の変化88.35%5年間の変化234.17%IPOからの変化2,606.12%最新ニュースお知らせ • Jul 27Savera Industries Limited to Report Q1, 2027 Results on Aug 08, 2026Savera Industries Limited announced that they will report Q1, 2027 results at 12:15 PM, Indian Standard Time on Aug 08, 2026お知らせ • May 25+ 1 more updateSavera Industries Limited, Annual General Meeting, Sep 18, 2026Savera Industries Limited, Annual General Meeting, Sep 18, 2026, at 14:45 Indian Standard Time.Reported Earnings • May 24Full year 2026 earnings released: EPS: ₹10.75 (vs ₹11.10 in FY 2025)Full year 2026 results: EPS: ₹10.75 (down from ₹11.10 in FY 2025). Revenue: ₹1.06b (up 33% from FY 2025). Net income: ₹128.2m (down 3.2% from FY 2025). Profit margin: 12% (down from 17% 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 11% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 13Savera Industries Limited to Report Fiscal Year 2026 Results on May 23, 2026Savera Industries Limited announced that they will report fiscal year 2026 results at 3:30 PM, Indian Standard Time on May 23, 2026Buy Or Sell Opportunity • Mar 10Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to ₹158. The fair value is estimated to be ₹127, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 15%.Buy Or Sell Opportunity • Feb 18Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.7% to ₹155. The fair value is estimated to be ₹129, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 15%.最新情報をもっと見るRecent updatesお知らせ • Jul 27Savera Industries Limited to Report Q1, 2027 Results on Aug 08, 2026Savera Industries Limited announced that they will report Q1, 2027 results at 12:15 PM, Indian Standard Time on Aug 08, 2026お知らせ • May 25+ 1 more updateSavera Industries Limited, Annual General Meeting, Sep 18, 2026Savera Industries Limited, Annual General Meeting, Sep 18, 2026, at 14:45 Indian Standard Time.Reported Earnings • May 24Full year 2026 earnings released: EPS: ₹10.75 (vs ₹11.10 in FY 2025)Full year 2026 results: EPS: ₹10.75 (down from ₹11.10 in FY 2025). Revenue: ₹1.06b (up 33% from FY 2025). Net income: ₹128.2m (down 3.2% from FY 2025). Profit margin: 12% (down from 17% 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 11% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 13Savera Industries Limited to Report Fiscal Year 2026 Results on May 23, 2026Savera Industries Limited announced that they will report fiscal year 2026 results at 3:30 PM, Indian Standard Time on May 23, 2026Buy Or Sell Opportunity • Mar 10Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to ₹158. The fair value is estimated to be ₹127, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 15%.Buy Or Sell Opportunity • Feb 18Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.7% to ₹155. The fair value is estimated to be ₹129, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 15%.Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: ₹2.32 (vs ₹1.70 in 3Q 2025)Third quarter 2026 results: EPS: ₹2.32 (up from ₹1.70 in 3Q 2025). Revenue: ₹282.9m (up 47% from 3Q 2025). Net income: ₹27.7m (up 37% from 3Q 2025). Profit margin: 9.8% (in line with 3Q 2025). 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 32% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 28Savera Industries Limited to Report Q3, 2026 Results on Feb 12, 2026Savera Industries Limited announced that they will report Q3, 2026 results on Feb 12, 2026Reported Earnings • Nov 09Second quarter 2026 earnings released: EPS: ₹3.02 (vs ₹3.97 in 2Q 2025)Second quarter 2026 results: EPS: ₹3.02 (down from ₹3.97 in 2Q 2025). Revenue: ₹266.3m (up 29% from 2Q 2025). Net income: ₹36.0m (down 24% from 2Q 2025). Profit margin: 14% (down from 23% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 29Savera Industries Limited to Report Q2, 2026 Results on Nov 08, 2025Savera Industries Limited announced that they will report Q2, 2026 results at 12:15 PM, Indian Standard Time on Nov 08, 2025Buy Or Sell Opportunity • Oct 22Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.8% to ₹162. The fair value is estimated to be ₹134, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 20%.Upcoming Dividend • Aug 28Upcoming dividend of ₹3.00 per shareEligible shareholders must have bought the stock before 04 September 2025. Payment date: 30 September 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.9%. Within top quartile of Indian dividend payers (1.3%). Higher than average of industry peers (0.3%).Reported Earnings • Aug 12First quarter 2026 earnings released: EPS: ₹4.82 (vs ₹2.24 in 1Q 2025)First quarter 2026 results: EPS: ₹4.82 (up from ₹2.24 in 1Q 2025). Revenue: ₹231.7m (up 29% from 1Q 2025). Net income: ₹57.5m (up 115% from 1Q 2025). Profit margin: 25% (up from 15% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Aug 12Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to ₹160. The fair value is estimated to be ₹133, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 20%.お知らせ • Jul 22Savera Industries Limited to Report Q1, 2026 Results on Aug 11, 2025Savera Industries Limited announced that they will report Q1, 2026 results on Aug 11, 2025Declared Dividend • May 28Dividend of ₹3.00 announcedDividend of ₹3.00 is the same as last year. Ex-date: 4th September 2025 Payment date: 12th October 2025 Dividend yield will be 2.0%, which is higher than the industry average of 0.3%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 25% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • May 27Savera Industries Limited announces Annual dividend, payable on October 12, 2025Savera Industries Limited announced Annual dividend of INR 3.0000 per share payable on October 12, 2025, ex-date on September 04, 2025 and record date on September 05, 2025.お知らせ • May 26Savera Industries Limited, Annual General Meeting, Sep 12, 2025Savera Industries Limited, Annual General Meeting, Sep 12, 2025, at 14:45 Indian Standard Time.Reported Earnings • May 24Full year 2025 earnings released: EPS: ₹11.10 (vs ₹8.64 in FY 2024)Full year 2025 results: EPS: ₹11.10 (up from ₹8.64 in FY 2024). Revenue: ₹834.1m (up 16% from FY 2024). Net income: ₹132.4m (up 28% from FY 2024). Profit margin: 16% (up from 14% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 13Savera Industries Limited to Report Fiscal Year 2025 Results on May 23, 2025Savera Industries Limited announced that they will report fiscal year 2025 results at 3:30 PM, Indian Standard Time on May 23, 2025Reported Earnings • Feb 06Third quarter 2025 earnings released: EPS: ₹1.70 (vs ₹2.27 in 3Q 2024)Third quarter 2025 results: EPS: ₹1.70 (down from ₹2.27 in 3Q 2024). Revenue: ₹201.6m (up 15% from 3Q 2024). Net income: ₹20.2m (down 25% from 3Q 2024). Profit margin: 10.0% (down from 16% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 41% per year whereas the company’s share price has increased by 44% per year.お知らせ • Jan 18Savera Industries Limited to Report Q3, 2025 Results on Feb 05, 2025Savera Industries Limited announced that they will report Q3, 2025 results on Feb 05, 2025お知らせ • Oct 24Savera Industries Limited to Report First Half, 2025 Results on Nov 09, 2024Savera Industries Limited announced that they will report first half, 2025 results on Nov 09, 2024お知らせ • Sep 11+ 1 more updateSavera Industries Limited Appoints Pujitha Reddy Kamineni as an Independent DirectorSavera Industries Limited announced that at the AGM held on September 10, 2024 approved the appointment of Pujitha Reddy Kamineni as an Independent Director.Upcoming Dividend • Aug 27Upcoming dividend of ₹3.00 per shareEligible shareholders must have bought the stock before 03 September 2024. Payment date: 10 October 2024. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.9%. Within top quartile of Indian dividend payers (1.1%). Higher than average of industry peers (0.3%).Reported Earnings • Aug 10First quarter 2025 earnings released: EPS: ₹2.24 (vs ₹2.26 in 1Q 2024)First quarter 2025 results: EPS: ₹2.24 (down from ₹2.26 in 1Q 2024). Revenue: ₹187.4m (up 8.0% from 1Q 2024). Net income: ₹26.7m (flat on 1Q 2024). Profit margin: 14% (down from 16% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 10Savera Industries Limited Announces Board ChangesSavera Industries Limited at its Board meeting held on August 09, 2024 the Board Directors of the Company Considered and approved; The Board of Directors of the Company on the recommendation of Nomination and Remuneration Committee have approved the appointment of Mrs. PUJITHA REDDY KAMINENI (DIN:10704998) as an Additional Director, Non Executive Independent Director on the Board of the Company. The Board of Directors of the Company took note of the cessation of Non- Executive Independent Director and Chairman of the Board r.A.Sudhakar Reddy (DIN: 01898228) with effect from 215t September,2024 due to the completion of his second term of five years. The Board of Directors of the Company appointed Dr. C. Palanivelu(DIN:09675732) Non-Executive Independent Director as the permanent Chairman of the Board with effect from 22 September 2024 for a period of three years till 10st September 2027. Mrs. Pujitha Reddy Kamineni based in Hyderabad has over 17 years of Business Development /Sale & Marketing in Pharma Service Industries.お知らせ • Aug 02Savera Industries Limited to Report Q1, 2025 Results on Aug 09, 2024Savera Industries Limited announced that they will report Q1, 2025 results on Aug 09, 2024Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹147, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 38x in the Hospitality industry in India. Total returns to shareholders of 216% over the past three years.Valuation Update With 7 Day Price Move • Jun 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹107, the stock trades at a trailing P/E ratio of 11.5x. Average trailing P/E is 38x in the Hospitality industry in India. Total returns to shareholders of 135% over the past three years.Buy Or Sell Opportunity • Jun 04Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to ₹107. The fair value is estimated to be ₹137, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 42% over the last 3 years. Meanwhile, the company has become profitable.Declared Dividend • Jun 01Dividend of ₹3.00 announcedDividend of ₹3.00 is the same as last year. Ex-date: 3rd September 2024 Payment date: 10th October 2024 Dividend yield will be 2.6%, which is higher than the industry average of 0.3%. Sustainability & Growth The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 9.5% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • May 31Savera Industries Limited, Annual General Meeting, Sep 10, 2024Savera Industries Limited, Annual General Meeting, Sep 10, 2024, at 14:45 Indian Standard Time.お知らせ • May 30Savera Industries Limited Recommends A DividendSavera Industries Limited Recommended a dividend of INR 3/- per Equity Share of INR 10/- each fully paid up of the Company, subject to the approval of the Members at the forthcoming Annual General Meeting of the Company.お知らせ • May 22Savera Industries Limited to Report Fiscal Year 2024 Results on May 29, 2024Savera Industries Limited announced that they will report fiscal year 2024 results on May 29, 2024Buy Or Sell Opportunity • Mar 18Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.3% to ₹110. The fair value is estimated to be ₹140, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 42% over the last 3 years. Meanwhile, the company has become profitable.Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: ₹2.27 (vs ₹1.18 in 3Q 2023)Third quarter 2024 results: EPS: ₹2.27 (up from ₹1.18 in 3Q 2023). Revenue: ₹185.7m (up 18% from 3Q 2023). Net income: ₹27.0m (up 93% from 3Q 2023). Profit margin: 15% (up from 8.9% 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 101% per year but the company’s share price has only increased by 55% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Jan 25Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 85% to ₹156. The fair value is estimated to be ₹130, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Meanwhile, the company has become profitable.Valuation Update With 7 Day Price Move • Jan 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹148, the stock trades at a trailing P/E ratio of 18x. Average trailing P/E is 32x in the Hospitality industry in India. Total returns to shareholders of 293% over the past three years.お知らせ • Jan 21Savera Industries Limited to Report Q3, 2024 Results on Feb 07, 2024Savera Industries Limited announced that they will report Q3, 2024 results on Feb 07, 2024Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ₹145, the stock trades at a trailing P/E ratio of 17.7x. Average trailing P/E is 29x in the Hospitality industry in India. Total returns to shareholders of 264% over the past three years.Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improves as stock rises 27%After last week's 27% share price gain to ₹128, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 28x in the Hospitality industry in India. Total returns to shareholders of 278% over the past three years.Buying Opportunity • Nov 24Now 22% undervaluedOver the last 90 days, the stock is up 24%. The fair value is estimated to be ₹129, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Meanwhile, the company has become profitable.New Risk • Nov 23New major risk - Revenue and earnings growthEarnings have declined by 2.9% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.9% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.8% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (₹1.21b market cap, or US$14.5m).New Risk • Nov 03New 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 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.9% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.5% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (₹1.13b market cap, or US$13.5m).Buying Opportunity • Nov 02Now 22% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be ₹130, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 124%.Valuation Update With 7 Day Price Move • Oct 31Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₹103, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 27x in the Hospitality industry in India. Total returns to shareholders of 217% over the past three years.お知らせ • Oct 25Savera Industries Limited to Report Q2, 2024 Results on Nov 06, 2023Savera Industries Limited announced that they will report Q2, 2024 results on Nov 06, 2023Upcoming Dividend • Sep 01Upcoming dividend of ₹3.00 per share at 3.5% yieldEligible shareholders must have bought the stock before 08 September 2023. Payment date: 15 October 2023. Trailing yield: 3.5%. Within top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (0.4%).New Risk • Aug 18New major risk - Financial data availabilityThe company's latest financial reports are more than a year old. Last reported fiscal period ended June 2022. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risk Latest financial reports are more than 1 year old (reported June 2022 fiscal period end). Minor Risk Market cap is less than US$100m (₹962.2m market cap, or US$11.6m).お知らせ • Jul 24Savera Industries Limited to Report Q2, 2024 Results on Aug 04, 2023Savera Industries Limited announced that they will report Q2, 2024 results on Aug 04, 2023お知らせ • May 28+ 1 more updateSavera Industries Limited Recommends A DividendSavera Industries Limited at its board meeting held on May 27, 2023, recommended a dividend of INR 3 per equity share of INR 10 each fully paid up of the Company, subject to the approval of the Members at the forthcoming Annual General Meeting of the Company.Valuation Update With 7 Day Price Move • Feb 14Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹62.65, the stock trades at a trailing P/E ratio of 19.9x. Average trailing P/E is 24x in the Hospitality industry in India. Total returns to shareholders of 45% over the past three years.お知らせ • Feb 01Savera Industries Limited to Report Q3, 2023 Results on Feb 11, 2023Savera Industries Limited announced that they will report Q3, 2023 results on Feb 11, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director C. Palanivelu was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Oct 22Savera Industries Limited to Report First Half, 2023 Final Results on Nov 10, 2022Savera Industries Limited announced that they will report first half, 2023 final results on Nov 10, 2022お知らせ • Sep 14Savera Industries Limited Approves Board ChangesSavera Industries Limited approved the appointment of Mr. S. Sundarraman, as an Independent Director, C. Palanivelu, as an Independent Director, A. Chaitanya Kumar, as Non Executive Director and Change in designation of Mr. A.Tarun Reddy, Non-Executive Director to Executive Director and Mrs. A Nivruti, Non-Executive Director to Executive Director, at the AGM held on 12th September, 2022.Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₹68.45, the stock trades at a trailing P/E ratio of 21.8x. Average trailing P/E is 37x in the Hospitality industry in India. Total returns to shareholders of 41% over the past three years.お知らせ • Aug 18Savera Industries Limited, Annual General Meeting, Sep 12, 2022Savera Industries Limited, Annual General Meeting, Sep 12, 2022, at 14:45 Indian Standard Time. Agenda: To consider adoption of Standalone Audited Financial Statements for the year ended March, 31 2022 together with the reports of the Directors and Auditors thereon; to consider Re-appointment of Mr.A.Tarun Reddy as a Director; to consider Re-appointment of Statutory Auditors and fixation of their remuneration; to consider Appointment of Mr. S.Sundarraman, as an Independent Director; to consider Appointment of Dr.C.Palanivelu, as an Independent Director; to consider Appointment of Mr.A.Chaitanya Kumar, as Non Executive Director; to consider Fixation of Remuneration to Director.お知らせ • Jul 28Savera Industries Limited to Report Q1, 2023 Results on Aug 01, 2022Savera Industries Limited announced that they will report Q1, 2023 results at 3:30 PM, Indian Standard Time on Aug 01, 2022お知らせ • May 17Savera Industries Limited to Report Fiscal Year 2022 Results on May 28, 2022Savera Industries Limited announced that they will report fiscal year 2022 results on May 28, 2022Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 5 highly experienced directors. Independent Non-Executive Director S. Rao was the last director to join the board, commencing their role in 2014. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 10Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: ₹1.09 (up from ₹0.23 loss in 3Q 2021). Revenue: ₹103.9m (up 77% from 3Q 2021). Net income: ₹13.0m (up ₹15.8m from 3Q 2021). Profit margin: 13% (up from net loss in 3Q 2021). Revenue exceeded analyst estimates by 7.2%. Earnings per share (EPS) missed analyst estimates by 3.1%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance.Board Change • Dec 06Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 5 highly experienced directors. Independent Non-Executive Director S. Rao was the last director to join the board, commencing their role in 2014. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jun 30Full year 2021 earnings released: ₹3.44 loss per share (vs ₹3.59 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: ₹207.7m (down 69% from FY 2020). Net loss: ₹41.0m (down 196% 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 61 percentage points per year, which is a significant difference in performance.Is New 90 Day High Low • Feb 19New 90-day high: ₹43.30The company is up 30% from its price of ₹33.20 on 20 November 2020. The Indian market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 12% over the same period.お知らせ • Jan 23Savera Industries Limited to Report Q3, 2021 Results on Feb 12, 2021Savera Industries Limited announced that they will report Q3, 2021 results on Feb 12, 2021Is New 90 Day High Low • Jan 21New 90-day high: ₹42.90The company is up 21% from its price of ₹35.50 on 23 October 2020. The Indian market is up 24% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 28% over the same period.Is New 90 Day High Low • Jan 04New 90-day high: ₹40.15The company is up 10.0% from its price of ₹36.40 on 06 October 2020. The Indian market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 21% over the same period.Is New 90 Day High Low • Dec 08New 90-day high: ₹38.05The company is up 13% from its price of ₹33.65 on 09 September 2020. The Indian market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 21% over the same period.Is New 90 Day High Low • Nov 19New 90-day low: ₹32.15The company is down 6.0% from its price of ₹34.30 on 21 August 2020. The Indian market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 16% over the same period.株主還元512634IN HospitalityIN 市場7D1.0%2.3%-1.1%1Y11.3%-12.9%0.6%株主還元を見る業界別リターン: 512634過去 1 年間で-12.9 % の収益を上げたIndian Hospitality業界を上回りました。リターン対市場: 512634過去 1 年間で0.6 % の収益を上げたIndian市場を上回りました。価格変動Is 512634's price volatile compared to industry and market?512634 volatility512634 Average Weekly Movement4.4%Hospitality Industry Average Movement5.4%Market Average Movement6.0%10% most volatile stocks in IN Market9.0%10% least volatile stocks in IN Market3.7%安定した株価: 512634 、 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: 512634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1968475Alla Reddy Reddywww.saverahotel.comSavera Industries Limited はインドでホテル業を営む。同社はチェンナイで客室、飲食店、会議場、レジャー施設を備えた4つ星ホテルSavera Hotelを運営している。サベラ・インダストリーズ社は1968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Savera Industries Limited 基礎のまとめSavera Industries の収益と売上を時価総額と比較するとどうか。512634 基礎統計学時価総額₹1.98b収益（TTM）₹128.17m売上高(TTM)₹1.02b15.4xPER（株価収益率1.9xP/Sレシオ512634 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512634 損益計算書（TTM）収益₹1.02b売上原価₹466.15m売上総利益₹557.03mその他の費用₹428.87m収益₹128.17m直近の収益報告Mar 31, 2026次回決算日Aug 08, 2026一株当たり利益（EPS）10.75グロス・マージン54.44%純利益率12.53%有利子負債／自己資本比率0.4%512634 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1.8%現在の配当利回り28%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/29 18:18終値2026/07/29 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Savera Industries 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
お知らせ • Jul 27Savera Industries Limited to Report Q1, 2027 Results on Aug 08, 2026Savera Industries Limited announced that they will report Q1, 2027 results at 12:15 PM, Indian Standard Time on Aug 08, 2026
お知らせ • May 25+ 1 more updateSavera Industries Limited, Annual General Meeting, Sep 18, 2026Savera Industries Limited, Annual General Meeting, Sep 18, 2026, at 14:45 Indian Standard Time.
Reported Earnings • May 24Full year 2026 earnings released: EPS: ₹10.75 (vs ₹11.10 in FY 2025)Full year 2026 results: EPS: ₹10.75 (down from ₹11.10 in FY 2025). Revenue: ₹1.06b (up 33% from FY 2025). Net income: ₹128.2m (down 3.2% from FY 2025). Profit margin: 12% (down from 17% 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 11% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 13Savera Industries Limited to Report Fiscal Year 2026 Results on May 23, 2026Savera Industries Limited announced that they will report fiscal year 2026 results at 3:30 PM, Indian Standard Time on May 23, 2026
Buy Or Sell Opportunity • Mar 10Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to ₹158. The fair value is estimated to be ₹127, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 15%.
Buy Or Sell Opportunity • Feb 18Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.7% to ₹155. The fair value is estimated to be ₹129, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 15%.
お知らせ • Jul 27Savera Industries Limited to Report Q1, 2027 Results on Aug 08, 2026Savera Industries Limited announced that they will report Q1, 2027 results at 12:15 PM, Indian Standard Time on Aug 08, 2026
お知らせ • May 25+ 1 more updateSavera Industries Limited, Annual General Meeting, Sep 18, 2026Savera Industries Limited, Annual General Meeting, Sep 18, 2026, at 14:45 Indian Standard Time.
Reported Earnings • May 24Full year 2026 earnings released: EPS: ₹10.75 (vs ₹11.10 in FY 2025)Full year 2026 results: EPS: ₹10.75 (down from ₹11.10 in FY 2025). Revenue: ₹1.06b (up 33% from FY 2025). Net income: ₹128.2m (down 3.2% from FY 2025). Profit margin: 12% (down from 17% 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 11% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 13Savera Industries Limited to Report Fiscal Year 2026 Results on May 23, 2026Savera Industries Limited announced that they will report fiscal year 2026 results at 3:30 PM, Indian Standard Time on May 23, 2026
Buy Or Sell Opportunity • Mar 10Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to ₹158. The fair value is estimated to be ₹127, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 15%.
Buy Or Sell Opportunity • Feb 18Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.7% to ₹155. The fair value is estimated to be ₹129, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 15%.
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: ₹2.32 (vs ₹1.70 in 3Q 2025)Third quarter 2026 results: EPS: ₹2.32 (up from ₹1.70 in 3Q 2025). Revenue: ₹282.9m (up 47% from 3Q 2025). Net income: ₹27.7m (up 37% from 3Q 2025). Profit margin: 9.8% (in line with 3Q 2025). 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 32% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 28Savera Industries Limited to Report Q3, 2026 Results on Feb 12, 2026Savera Industries Limited announced that they will report Q3, 2026 results on Feb 12, 2026
Reported Earnings • Nov 09Second quarter 2026 earnings released: EPS: ₹3.02 (vs ₹3.97 in 2Q 2025)Second quarter 2026 results: EPS: ₹3.02 (down from ₹3.97 in 2Q 2025). Revenue: ₹266.3m (up 29% from 2Q 2025). Net income: ₹36.0m (down 24% from 2Q 2025). Profit margin: 14% (down from 23% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 29Savera Industries Limited to Report Q2, 2026 Results on Nov 08, 2025Savera Industries Limited announced that they will report Q2, 2026 results at 12:15 PM, Indian Standard Time on Nov 08, 2025
Buy Or Sell Opportunity • Oct 22Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.8% to ₹162. The fair value is estimated to be ₹134, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 20%.
Upcoming Dividend • Aug 28Upcoming dividend of ₹3.00 per shareEligible shareholders must have bought the stock before 04 September 2025. Payment date: 30 September 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.9%. Within top quartile of Indian dividend payers (1.3%). Higher than average of industry peers (0.3%).
Reported Earnings • Aug 12First quarter 2026 earnings released: EPS: ₹4.82 (vs ₹2.24 in 1Q 2025)First quarter 2026 results: EPS: ₹4.82 (up from ₹2.24 in 1Q 2025). Revenue: ₹231.7m (up 29% from 1Q 2025). Net income: ₹57.5m (up 115% from 1Q 2025). Profit margin: 25% (up from 15% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Aug 12Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to ₹160. The fair value is estimated to be ₹133, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 20%.
お知らせ • Jul 22Savera Industries Limited to Report Q1, 2026 Results on Aug 11, 2025Savera Industries Limited announced that they will report Q1, 2026 results on Aug 11, 2025
Declared Dividend • May 28Dividend of ₹3.00 announcedDividend of ₹3.00 is the same as last year. Ex-date: 4th September 2025 Payment date: 12th October 2025 Dividend yield will be 2.0%, which is higher than the industry average of 0.3%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 25% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • May 27Savera Industries Limited announces Annual dividend, payable on October 12, 2025Savera Industries Limited announced Annual dividend of INR 3.0000 per share payable on October 12, 2025, ex-date on September 04, 2025 and record date on September 05, 2025.
お知らせ • May 26Savera Industries Limited, Annual General Meeting, Sep 12, 2025Savera Industries Limited, Annual General Meeting, Sep 12, 2025, at 14:45 Indian Standard Time.
Reported Earnings • May 24Full year 2025 earnings released: EPS: ₹11.10 (vs ₹8.64 in FY 2024)Full year 2025 results: EPS: ₹11.10 (up from ₹8.64 in FY 2024). Revenue: ₹834.1m (up 16% from FY 2024). Net income: ₹132.4m (up 28% from FY 2024). Profit margin: 16% (up from 14% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 13Savera Industries Limited to Report Fiscal Year 2025 Results on May 23, 2025Savera Industries Limited announced that they will report fiscal year 2025 results at 3:30 PM, Indian Standard Time on May 23, 2025
Reported Earnings • Feb 06Third quarter 2025 earnings released: EPS: ₹1.70 (vs ₹2.27 in 3Q 2024)Third quarter 2025 results: EPS: ₹1.70 (down from ₹2.27 in 3Q 2024). Revenue: ₹201.6m (up 15% from 3Q 2024). Net income: ₹20.2m (down 25% from 3Q 2024). Profit margin: 10.0% (down from 16% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 41% per year whereas the company’s share price has increased by 44% per year.
お知らせ • Jan 18Savera Industries Limited to Report Q3, 2025 Results on Feb 05, 2025Savera Industries Limited announced that they will report Q3, 2025 results on Feb 05, 2025
お知らせ • Oct 24Savera Industries Limited to Report First Half, 2025 Results on Nov 09, 2024Savera Industries Limited announced that they will report first half, 2025 results on Nov 09, 2024
お知らせ • Sep 11+ 1 more updateSavera Industries Limited Appoints Pujitha Reddy Kamineni as an Independent DirectorSavera Industries Limited announced that at the AGM held on September 10, 2024 approved the appointment of Pujitha Reddy Kamineni as an Independent Director.
Upcoming Dividend • Aug 27Upcoming dividend of ₹3.00 per shareEligible shareholders must have bought the stock before 03 September 2024. Payment date: 10 October 2024. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.9%. Within top quartile of Indian dividend payers (1.1%). Higher than average of industry peers (0.3%).
Reported Earnings • Aug 10First quarter 2025 earnings released: EPS: ₹2.24 (vs ₹2.26 in 1Q 2024)First quarter 2025 results: EPS: ₹2.24 (down from ₹2.26 in 1Q 2024). Revenue: ₹187.4m (up 8.0% from 1Q 2024). Net income: ₹26.7m (flat on 1Q 2024). Profit margin: 14% (down from 16% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 10Savera Industries Limited Announces Board ChangesSavera Industries Limited at its Board meeting held on August 09, 2024 the Board Directors of the Company Considered and approved; The Board of Directors of the Company on the recommendation of Nomination and Remuneration Committee have approved the appointment of Mrs. PUJITHA REDDY KAMINENI (DIN:10704998) as an Additional Director, Non Executive Independent Director on the Board of the Company. The Board of Directors of the Company took note of the cessation of Non- Executive Independent Director and Chairman of the Board r.A.Sudhakar Reddy (DIN: 01898228) with effect from 215t September,2024 due to the completion of his second term of five years. The Board of Directors of the Company appointed Dr. C. Palanivelu(DIN:09675732) Non-Executive Independent Director as the permanent Chairman of the Board with effect from 22 September 2024 for a period of three years till 10st September 2027. Mrs. Pujitha Reddy Kamineni based in Hyderabad has over 17 years of Business Development /Sale & Marketing in Pharma Service Industries.
お知らせ • Aug 02Savera Industries Limited to Report Q1, 2025 Results on Aug 09, 2024Savera Industries Limited announced that they will report Q1, 2025 results on Aug 09, 2024
Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹147, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 38x in the Hospitality industry in India. Total returns to shareholders of 216% over the past three years.
Valuation Update With 7 Day Price Move • Jun 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹107, the stock trades at a trailing P/E ratio of 11.5x. Average trailing P/E is 38x in the Hospitality industry in India. Total returns to shareholders of 135% over the past three years.
Buy Or Sell Opportunity • Jun 04Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to ₹107. The fair value is estimated to be ₹137, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 42% over the last 3 years. Meanwhile, the company has become profitable.
Declared Dividend • Jun 01Dividend of ₹3.00 announcedDividend of ₹3.00 is the same as last year. Ex-date: 3rd September 2024 Payment date: 10th October 2024 Dividend yield will be 2.6%, which is higher than the industry average of 0.3%. Sustainability & Growth The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 9.5% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • May 31Savera Industries Limited, Annual General Meeting, Sep 10, 2024Savera Industries Limited, Annual General Meeting, Sep 10, 2024, at 14:45 Indian Standard Time.
お知らせ • May 30Savera Industries Limited Recommends A DividendSavera Industries Limited Recommended a dividend of INR 3/- per Equity Share of INR 10/- each fully paid up of the Company, subject to the approval of the Members at the forthcoming Annual General Meeting of the Company.
お知らせ • May 22Savera Industries Limited to Report Fiscal Year 2024 Results on May 29, 2024Savera Industries Limited announced that they will report fiscal year 2024 results on May 29, 2024
Buy Or Sell Opportunity • Mar 18Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.3% to ₹110. The fair value is estimated to be ₹140, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 42% over the last 3 years. Meanwhile, the company has become profitable.
Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: ₹2.27 (vs ₹1.18 in 3Q 2023)Third quarter 2024 results: EPS: ₹2.27 (up from ₹1.18 in 3Q 2023). Revenue: ₹185.7m (up 18% from 3Q 2023). Net income: ₹27.0m (up 93% from 3Q 2023). Profit margin: 15% (up from 8.9% 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 101% per year but the company’s share price has only increased by 55% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Jan 25Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 85% to ₹156. The fair value is estimated to be ₹130, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Meanwhile, the company has become profitable.
Valuation Update With 7 Day Price Move • Jan 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹148, the stock trades at a trailing P/E ratio of 18x. Average trailing P/E is 32x in the Hospitality industry in India. Total returns to shareholders of 293% over the past three years.
お知らせ • Jan 21Savera Industries Limited to Report Q3, 2024 Results on Feb 07, 2024Savera Industries Limited announced that they will report Q3, 2024 results on Feb 07, 2024
Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ₹145, the stock trades at a trailing P/E ratio of 17.7x. Average trailing P/E is 29x in the Hospitality industry in India. Total returns to shareholders of 264% over the past three years.
Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improves as stock rises 27%After last week's 27% share price gain to ₹128, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 28x in the Hospitality industry in India. Total returns to shareholders of 278% over the past three years.
Buying Opportunity • Nov 24Now 22% undervaluedOver the last 90 days, the stock is up 24%. The fair value is estimated to be ₹129, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Meanwhile, the company has become profitable.
New Risk • Nov 23New major risk - Revenue and earnings growthEarnings have declined by 2.9% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.9% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.8% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (₹1.21b market cap, or US$14.5m).
New Risk • Nov 03New 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 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.9% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.5% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (₹1.13b market cap, or US$13.5m).
Buying Opportunity • Nov 02Now 22% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be ₹130, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 124%.
Valuation Update With 7 Day Price Move • Oct 31Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₹103, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 27x in the Hospitality industry in India. Total returns to shareholders of 217% over the past three years.
お知らせ • Oct 25Savera Industries Limited to Report Q2, 2024 Results on Nov 06, 2023Savera Industries Limited announced that they will report Q2, 2024 results on Nov 06, 2023
Upcoming Dividend • Sep 01Upcoming dividend of ₹3.00 per share at 3.5% yieldEligible shareholders must have bought the stock before 08 September 2023. Payment date: 15 October 2023. Trailing yield: 3.5%. Within top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (0.4%).
New Risk • Aug 18New major risk - Financial data availabilityThe company's latest financial reports are more than a year old. Last reported fiscal period ended June 2022. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risk Latest financial reports are more than 1 year old (reported June 2022 fiscal period end). Minor Risk Market cap is less than US$100m (₹962.2m market cap, or US$11.6m).
お知らせ • Jul 24Savera Industries Limited to Report Q2, 2024 Results on Aug 04, 2023Savera Industries Limited announced that they will report Q2, 2024 results on Aug 04, 2023
お知らせ • May 28+ 1 more updateSavera Industries Limited Recommends A DividendSavera Industries Limited at its board meeting held on May 27, 2023, recommended a dividend of INR 3 per equity share of INR 10 each fully paid up of the Company, subject to the approval of the Members at the forthcoming Annual General Meeting of the Company.
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹62.65, the stock trades at a trailing P/E ratio of 19.9x. Average trailing P/E is 24x in the Hospitality industry in India. Total returns to shareholders of 45% over the past three years.
お知らせ • Feb 01Savera Industries Limited to Report Q3, 2023 Results on Feb 11, 2023Savera Industries Limited announced that they will report Q3, 2023 results on Feb 11, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director C. Palanivelu was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 22Savera Industries Limited to Report First Half, 2023 Final Results on Nov 10, 2022Savera Industries Limited announced that they will report first half, 2023 final results on Nov 10, 2022
お知らせ • Sep 14Savera Industries Limited Approves Board ChangesSavera Industries Limited approved the appointment of Mr. S. Sundarraman, as an Independent Director, C. Palanivelu, as an Independent Director, A. Chaitanya Kumar, as Non Executive Director and Change in designation of Mr. A.Tarun Reddy, Non-Executive Director to Executive Director and Mrs. A Nivruti, Non-Executive Director to Executive Director, at the AGM held on 12th September, 2022.
Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₹68.45, the stock trades at a trailing P/E ratio of 21.8x. Average trailing P/E is 37x in the Hospitality industry in India. Total returns to shareholders of 41% over the past three years.
お知らせ • Aug 18Savera Industries Limited, Annual General Meeting, Sep 12, 2022Savera Industries Limited, Annual General Meeting, Sep 12, 2022, at 14:45 Indian Standard Time. Agenda: To consider adoption of Standalone Audited Financial Statements for the year ended March, 31 2022 together with the reports of the Directors and Auditors thereon; to consider Re-appointment of Mr.A.Tarun Reddy as a Director; to consider Re-appointment of Statutory Auditors and fixation of their remuneration; to consider Appointment of Mr. S.Sundarraman, as an Independent Director; to consider Appointment of Dr.C.Palanivelu, as an Independent Director; to consider Appointment of Mr.A.Chaitanya Kumar, as Non Executive Director; to consider Fixation of Remuneration to Director.
お知らせ • Jul 28Savera Industries Limited to Report Q1, 2023 Results on Aug 01, 2022Savera Industries Limited announced that they will report Q1, 2023 results at 3:30 PM, Indian Standard Time on Aug 01, 2022
お知らせ • May 17Savera Industries Limited to Report Fiscal Year 2022 Results on May 28, 2022Savera Industries Limited announced that they will report fiscal year 2022 results on May 28, 2022
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 5 highly experienced directors. Independent Non-Executive Director S. Rao was the last director to join the board, commencing their role in 2014. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 10Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: ₹1.09 (up from ₹0.23 loss in 3Q 2021). Revenue: ₹103.9m (up 77% from 3Q 2021). Net income: ₹13.0m (up ₹15.8m from 3Q 2021). Profit margin: 13% (up from net loss in 3Q 2021). Revenue exceeded analyst estimates by 7.2%. Earnings per share (EPS) missed analyst estimates by 3.1%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance.
Board Change • Dec 06Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 5 highly experienced directors. Independent Non-Executive Director S. Rao was the last director to join the board, commencing their role in 2014. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jun 30Full year 2021 earnings released: ₹3.44 loss per share (vs ₹3.59 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: ₹207.7m (down 69% from FY 2020). Net loss: ₹41.0m (down 196% 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 61 percentage points per year, which is a significant difference in performance.
Is New 90 Day High Low • Feb 19New 90-day high: ₹43.30The company is up 30% from its price of ₹33.20 on 20 November 2020. The Indian market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 12% over the same period.
お知らせ • Jan 23Savera Industries Limited to Report Q3, 2021 Results on Feb 12, 2021Savera Industries Limited announced that they will report Q3, 2021 results on Feb 12, 2021
Is New 90 Day High Low • Jan 21New 90-day high: ₹42.90The company is up 21% from its price of ₹35.50 on 23 October 2020. The Indian market is up 24% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 28% over the same period.
Is New 90 Day High Low • Jan 04New 90-day high: ₹40.15The company is up 10.0% from its price of ₹36.40 on 06 October 2020. The Indian market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 21% over the same period.
Is New 90 Day High Low • Dec 08New 90-day high: ₹38.05The company is up 13% from its price of ₹33.65 on 09 September 2020. The Indian market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 21% over the same period.
Is New 90 Day High Low • Nov 19New 90-day low: ₹32.15The company is down 6.0% from its price of ₹34.30 on 21 August 2020. The Indian market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 16% over the same period.
