View Financial HealthDelta 配当と自社株買い配当金 基準チェック /36Delta配当を支払う会社であり、現在の利回りは0.69%で、収益によって十分にカバーされています。主要情報0.7%配当利回りn/aバイバック利回り総株主利回りn/a将来の配当利回りn/a配当成長3.5%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向16%最近の配当と自社株買いの更新お知らせ • Apr 23Delta Corp Limited Recommends Final DividendDelta Corp. Limited at its Board meeting, held on 22 April, 2025, made recommendation of Final Dividend @ 125% that is INR 1.25 per Equity Share. The dividend will be paid by the Company to the shareholders within 30 days from the date of approval of the same by the shareholders at the upcoming Annual General Meeting of the Company.分析記事 • Jul 12Delta (NSE:DELTACORP) Is Due To Pay A Dividend Of ₹1.25Delta Corp Limited ( NSE:DELTACORP ) has announced that it will pay a dividend of ₹1.25 per share on the 22nd of...Declared Dividend • Jul 11Dividend of ₹1.25 announcedDividend of ₹1.25 is the same as last year. Ex-date: 19th July 2024 Payment date: 22nd September 2024 Dividend yield will be 0.9%, which is higher than the industry average of 0.3%. Sustainability & Growth Dividend is covered by earnings (14% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.お知らせ • May 08Delta Corp Limited Recommends Final DividendDelta Corp. Limited at its board meeting held on May 7, 2024, approved recommendation of final dividend at 125% that is INR 1.25 per equity share. The dividend will be paid by the Company to the shareholders within 30 days from the date of approval of the same by the shareholders at the upcoming Annual General Meeting of the Company.Upcoming Dividend • Jun 30Upcoming dividend of ₹1.25 per share at 0.5% yieldEligible shareholders must have bought the stock before 07 July 2023. Payment date: 03 September 2023. Payout ratio is a comfortable 13% and the cash payout ratio is 97%. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.5%). In line with average of industry peers (0.4%).お知らせ • Jun 22Delta Corp Limited Recommends Final Dividend for the Year 2023Delta Corp. Limited announced that at its board meeting held on April 11, 2023, recommended final dividend of INR 1.25 per share, subject to approval of the shareholders at the upcoming AGM. The record date 7th July, 2023 has been fixed for ascertaining entitlement for the payment of Final Dividend, if approved at the AGM.すべての更新を表示Recent updatesReported Earnings • Apr 24Full year 2026 earnings released: EPS: ₹3.19 (vs ₹11.85 in FY 2025)Full year 2026 results: EPS: ₹3.19 (down from ₹11.85 in FY 2025). Revenue: ₹7.29b (flat on FY 2025). Net income: ₹852.9m (down 73% from FY 2025). Profit margin: 12% (down from 44% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.New Risk • Apr 23New 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 7.6% 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: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.6% average weekly change). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Apr 23Investor sentiment improves as stock rises 33%After last week's 33% share price gain to ₹81.60, the stock trades at a trailing P/E ratio of 8.8x. Average trailing P/E is 29x in the Hospitality industry in India. Total loss to shareholders of 58% over the past three years.お知らせ • Apr 15Delta Corp Limited to Report Fiscal Year 2026 Results on Apr 22, 2026Delta Corp Limited announced that they will report fiscal year 2026 results on Apr 22, 2026Reported Earnings • Jan 16Third quarter 2026 earnings released: EPS: ₹0.53 (vs ₹1.33 in 3Q 2025)Third quarter 2026 results: EPS: ₹0.53 (down from ₹1.33 in 3Q 2025). Revenue: ₹1.68b (down 14% from 3Q 2025). Net income: ₹142.8m (down 60% from 3Q 2025). Profit margin: 8.5% (down from 18% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.お知らせ • Jan 08Delta Corp Limited to Report Q3, 2026 Results on Jan 15, 2026Delta Corp Limited announced that they will report Q3, 2026 results on Jan 15, 2026分析記事 • Oct 28Why Delta's (NSE:DELTACORP) Earnings Are Weaker Than They SeemEven though Delta Corp Limited ( NSE:DELTACORP ) posted strong earnings recently, the stock hasn't reacted in a large...Reported Earnings • Oct 19Second quarter 2026 earnings released: EPS: ₹0.94 (vs ₹1.01 in 2Q 2025)Second quarter 2026 results: EPS: ₹0.94 (down from ₹1.01 in 2Q 2025). Revenue: ₹1.83b (down 2.6% from 2Q 2025). Net income: ₹251.0m (down 7.0% from 2Q 2025). Profit margin: 14% (in line with 2Q 2025). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.お知らせ • Oct 08Delta Corp Limited to Report Q2, 2026 Results on Oct 15, 2025Delta Corp Limited announced that they will report Q2, 2026 results on Oct 15, 2025お知らせ • Aug 05Delta Corp Limited, Annual General Meeting, Sep 11, 2025Delta Corp Limited, Annual General Meeting, Sep 11, 2025.Reported Earnings • Aug 05First quarter 2026 earnings released: EPS: ₹1.10 (vs ₹0.81 in 1Q 2025)First quarter 2026 results: EPS: ₹1.10 (up from ₹0.81 in 1Q 2025). Revenue: ₹1.96b (up 8.4% from 1Q 2025). Net income: ₹294.6m (up 36% from 1Q 2025). Profit margin: 15% (up from 12% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.お知らせ • Jul 29Delta Corp Limited to Report Q1, 2026 Results on Aug 04, 2025Delta Corp Limited announced that they will report Q1, 2026 results on Aug 04, 2025Reported Earnings • Apr 24Full year 2025 earnings released: EPS: ₹11.86 (vs ₹9.12 in FY 2024)Full year 2025 results: EPS: ₹11.86 (up from ₹9.12 in FY 2024). Revenue: ₹7.87b (down 15% from FY 2024). Net income: ₹3.17b (up 30% from FY 2024). Profit margin: 40% (up from 26% in FY 2024). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.お知らせ • Apr 23Delta Corp Limited Recommends Final DividendDelta Corp. Limited at its Board meeting, held on 22 April, 2025, made recommendation of Final Dividend @ 125% that is INR 1.25 per Equity Share. The dividend will be paid by the Company to the shareholders within 30 days from the date of approval of the same by the shareholders at the upcoming Annual General Meeting of the Company.分析記事 • Apr 23Delta Corp Limited (NSE:DELTACORP) Screens Well But There Might Be A CatchWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") above 28x, you may consider Delta...お知らせ • Apr 14Delta Corp Limited to Report Fiscal Year 2025 Results on Apr 22, 2025Delta Corp Limited announced that they will report fiscal year 2025 results on Apr 22, 2025お知らせ • Feb 21Head Digital Works Pvt Ltd. agreed to acquire an unknown minority stake in Deltatech Gaming Limited from Delta Corp Limited (BSE:532848).Head Digital Works Pvt Ltd. agreed to acquire an unknown minority stake in Deltatech Gaming Limited from Delta Corp Limited (BSE:532848) on February 20, 2025. A cash consideration will be paid by Head Digital Works Pvt Ltd. The consideration consists of common equity of Head Digital Works Pvt Ltd. to be issued for common equity of Deltatech Gaming Limited. As part of consideration, an undisclosed value is paid towards common equity of Deltatech Gaming Limited. The combined deal value for the subscription and acquisition is INR 380 million. The transaction is subject to approval by regulatory board / committee, approval of merger agreement by target board, approval of offer by acquirer shareholders and approval of offer by target shareholders. The deal has been approved by the board.Reported Earnings • Jan 14Third quarter 2025 earnings released: EPS: ₹1.33 (vs ₹1.29 in 3Q 2024)Third quarter 2025 results: EPS: ₹1.33 (up from ₹1.29 in 3Q 2024). Revenue: ₹2.07b (down 11% from 3Q 2024). Net income: ₹357.3m (up 3.6% from 3Q 2024). Profit margin: 17% (up from 15% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.お知らせ • Jan 06Delta Corp Limited to Report Q3, 2025 Results on Jan 13, 2025Delta Corp Limited announced that they will report Q3, 2025 results at 3:30 PM, Indian Standard Time on Jan 13, 2025分析記事 • Nov 20Earnings Troubles May Signal Larger Issues for Delta (NSE:DELTACORP) ShareholdersA lackluster earnings announcement from Delta Corp Limited ( NSE:DELTACORP ) last week didn't sink the stock price. Our...Reported Earnings • Nov 07Second quarter 2025 earnings released: EPS: ₹1.01 (vs ₹2.59 in 2Q 2024)Second quarter 2025 results: EPS: ₹1.01 (down from ₹2.59 in 2Q 2024). Revenue: ₹2.06b (down 24% from 2Q 2024). Net income: ₹269.8m (down 61% from 2Q 2024). Profit margin: 13% (down from 26% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.お知らせ • Oct 25Delta Corp Limited to Report Q2, 2025 Results on Nov 06, 2024Delta Corp Limited announced that they will report Q2, 2025 results on Nov 06, 2024分析記事 • Aug 17Here's Why Shareholders May Want To Be Cautious With Increasing Delta Corp Limited's (NSE:DELTACORP) CEO Pay PacketKey Insights Delta's Annual General Meeting to take place on 23rd of August CEO Ashish Kapadia's total compensation...分析記事 • Jul 12Delta (NSE:DELTACORP) Is Due To Pay A Dividend Of ₹1.25Delta Corp Limited ( NSE:DELTACORP ) has announced that it will pay a dividend of ₹1.25 per share on the 22nd of...Declared Dividend • Jul 11Dividend of ₹1.25 announcedDividend of ₹1.25 is the same as last year. Ex-date: 19th July 2024 Payment date: 22nd September 2024 Dividend yield will be 0.9%, which is higher than the industry average of 0.3%. Sustainability & Growth Dividend is covered by earnings (14% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.お知らせ • Jul 10Delta Corp Limited, Annual General Meeting, Aug 23, 2024Delta Corp Limited, Annual General Meeting, Aug 23, 2024.Reported Earnings • Jul 10First quarter 2025 earnings released: EPS: ₹0.81 (vs ₹2.54 in 1Q 2024)First quarter 2025 results: EPS: ₹0.81 (down from ₹2.54 in 1Q 2024). Revenue: ₹1.96b (down 28% from 1Q 2024). Net income: ₹216.8m (down 68% from 1Q 2024). Profit margin: 11% (down from 25% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Jul 09Delta Corp Limited Announces Directorate ChangesDelta Corp. Limited announced that the Second term of five years of Ms. Alpana Chinai (DIN: 00136144), Mr. Rajesh Jaggi (DIN: 00046853) and Mr. Ravinder Kumar Jain (DIN: 00652148) as Independent Directors will expire on 27th July, 2024. Post this date they will cease to be the directors of the Company.お知らせ • Jul 04Delta Corp Limited to Report Q1, 2025 Results on Jul 09, 2024Delta Corp Limited announced that they will report Q1, 2025 results at 3:30 PM, Indian Standard Time on Jul 09, 2024Valuation Update With 7 Day Price Move • Jun 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹135, the stock trades at a trailing P/E ratio of 14.8x. Average trailing P/E is 37x in the Hospitality industry in India. Total loss to shareholders of 23% over the past three years.分析記事 • May 21Delta's (NSE:DELTACORP) Anemic Earnings Might Be Worse Than You ThinkThe subdued market reaction suggests that Delta Corp Limited's ( NSE:DELTACORP ) recent earnings didn't contain any...Reported Earnings • May 08Full year 2024 earnings released: EPS: ₹9.12 (vs ₹9.77 in FY 2023)Full year 2024 results: EPS: ₹9.12 (down from ₹9.77 in FY 2023). Revenue: ₹9.82b (down 3.8% from FY 2023). Net income: ₹2.44b (down 6.6% from FY 2023). Profit margin: 25% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • May 08Delta Corp Limited Recommends Final DividendDelta Corp. Limited at its board meeting held on May 7, 2024, approved recommendation of final dividend at 125% that is INR 1.25 per equity share. The dividend will be paid by the Company to the shareholders within 30 days from the date of approval of the same by the shareholders at the upcoming Annual General Meeting of the Company.分析記事 • Mar 14Is Delta (NSE:DELTACORP) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Feb 21Ability Games Pvt. Ltd. and Ashtek Consultancy Private Limited entered into a share purchase agreement to acquire Caravella Entertainment Private Limited from Delta Corp Limited (BSE:532848) for INR 620 million.Ability Games Pvt. Ltd. and Ashtek Consultancy Private Limited entered into a share purchase agreement to acquire Caravella Entertainment Private Limited from Delta Corp Limited (BSE:532848) for INR 620 million on February 20, 2024. The transaction is expected to close on March 8, 2023.Reported Earnings • Jan 10Third quarter 2024 earnings released: EPS: ₹1.29 (vs ₹3.17 in 3Q 2023)Third quarter 2024 results: EPS: ₹1.29 (down from ₹3.17 in 3Q 2023). Revenue: ₹2.44b (down 11% from 3Q 2023). Net income: ₹344.8m (down 59% from 3Q 2023). Profit margin: 14% (down from 31% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.New Risk • Nov 28New 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 7.3% 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: 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 (7.3% average weekly change).お知らせ • Oct 13Delta Corp Limited Announces Management ChangesDelta Corp. Limited at the Board Meeting held on 11 October, 2023 approved the appointment of Mr. Anil Malani as President of the Company effective from 11 October, 2023, as recommended by the Nomination, Remuneration and Compensation (NRC) Committee; Approved the appointment of Mr. Manoj Jain as Chief Operating Officer of the Company effective from 11 October, 2023, as recommended by the NRC Committee. Mr. Anil Malani has vast experience across a wide variety of industries throughout the course of his 35-plus-year career, from the hospitality and entertainment industries to IT, consumer electronics, office automation and renewable energy. He has led Delta Corp. Limited from the front as its `President - Operations' for the past 14 years and has been in charge of the group's casino and hospitality businesses. Mr. Malani and his hand-picked management team have made major contributions to the company's expansion and success in the last decade and have made `Deltin' a formidable brand in the luxury gaming, entertainment and hospitality sectors in India and Nepal. Mr. Malani, who holds a Bachelor of Commerce degree from Mumbai University, is also a first-generation entrepreneur who founded and managed successful ventures. He was also associated with Esquire Electronics Ltd. (Hong Kong), AIMS International Ltd, Amazon Food & Beverages Pvt Ltd. and Clover Solar Pvt Ltd. Manoj has been an integral part of the Delta Corp. family since July 2008, holding various significant roles within the organisation, with his journey culminating in his current multifaceted role in the position of Senior Vice President. He is responsible for overseeing the overall operations of Delta Corp.'s major portfolio of assets, Deltin Casinos & Hotels. With over two decades of work experience, Manoj's professional journey began during the formative years of Go Airlines, where he made significant contributions to their early expansion within the Indian and overseas markets. On the academic front, he holds an MBA from ICFAI Business School and is a graduate of MDSU, Ajmer.お知らせ • Oct 12Delta Corp Limited Approves the Appointment of Anil Malani as Chief Financial OfficerDelta Corp. Limited at the Board Meeting held on 11 October, 2023 approved the appointment of Mr. Anil Malani as Chief Financial Officer as Key Managerial Personnel of the Company effective from 11 October, 2023, as recommended by the Nomination, Remuneration and Compensation (NRC) Committee. Mr. Anil Malani has vast experience across a wide variety of industries throughout the course of his 35-plus-year career, from the hospitality and entertainment industries to IT, consumer electronics, office automation and renewable energy. He has led Delta Corp. Limited from the front as its `President - Operations' for the past 14 years and has been in charge of the group's casino and hospitality businesses. Mr. Malani and his hand-picked management team have made major contributions to the company's expansion and success in the last decade and have made `Deltin' a formidable brand in the luxury gaming, entertainment and hospitality sectors in India and Nepal. Mr. Malani, who holds a Bachelor of Commerce degreefrom Mumbai University, is also a first-generation entrepreneur who founded and managed successful ventures. He was also associated with Esquire Electronics Ltd. (Hong Kong), AIMS International Ltd, Amazon Food & Beverages Pvt Ltd. and Clover Solar Pvt Ltd.Reported Earnings • Oct 12Second quarter 2024 earnings released: EPS: ₹2.59 (vs ₹2.55 in 2Q 2023)Second quarter 2024 results: EPS: ₹2.59 (up from ₹2.55 in 2Q 2023). Revenue: ₹2.83b (up 4.7% from 2Q 2023). Net income: ₹694.4m (up 1.7% from 2Q 2023). Profit margin: 25% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 05Delta Corp Limited to Report Q2, 2024 Results on Oct 11, 2023Delta Corp Limited announced that they will report Q2, 2024 results at 3:30 PM, Indian Standard Time on Oct 11, 2023分析記事 • Sep 26Delta (NSE:DELTACORP) Could Easily Take On More DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Valuation Update With 7 Day Price Move • Sep 25Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₹143, the stock trades at a trailing P/E ratio of 14.1x. Average trailing P/E is 24x in the Hospitality industry in India. Total returns to shareholders of 36% over the past three years.お知らせ • Aug 05+ 1 more updateDelta Corp Limited Announces the Resignation of Hardik Dhebar as Chief Financial Officer, Effective August 16, 2023Delta Corp. Limited announced that Mr. Hardik Dhebar, has resigned on August 4, 2023, from the position of Chief Financial Officer of the company to take on new professional challenges. After over 15 years of dedicated service, Mr. Hardik Dhebar has decided to step down from his role to pursue other opportunities. The Board of Directors and the management team will be identifying a suitable replacement for the vacant position to ensure a smooth transition and continuity in the Company's operations. Date of cessation: The resignation is effective from the close of business hours on August 16, 2023.Reported Earnings • Jul 15Full year 2023 earnings released: EPS: ₹9.77 (vs ₹2.51 in FY 2022)Full year 2023 results: EPS: ₹9.77 (up from ₹2.51 in FY 2022). Revenue: ₹10.2b (up 66% from FY 2022). Net income: ₹2.61b (up 290% from FY 2022). Profit margin: 26% (up from 11% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 14Delta Corp Limited to Report Q1, 2024 Results on Jul 25, 2023Delta Corp Limited announced that they will report Q1, 2024 results at 3:30 PM, Indian Standard Time on Jul 25, 2023New Risk • Jul 13New 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 7.9% 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 5.3% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (97% cash payout ratio). Share price has been volatile over the past 3 months (7.9% average weekly change).Valuation Update With 7 Day Price Move • Jul 12Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to ₹190, the stock trades at a trailing P/E ratio of 19.4x. Average trailing P/E is 25x in the Hospitality industry in India. Total returns to shareholders of 106% over the past three years.分析記事 • Jul 01Returns On Capital At Delta (NSE:DELTACORP) Have Hit The BrakesThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...Upcoming Dividend • Jun 30Upcoming dividend of ₹1.25 per share at 0.5% yieldEligible shareholders must have bought the stock before 07 July 2023. Payment date: 03 September 2023. Payout ratio is a comfortable 13% and the cash payout ratio is 97%. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.5%). In line with average of industry peers (0.4%).お知らせ • Jun 22Delta Corp Limited Recommends Final Dividend for the Year 2023Delta Corp. Limited announced that at its board meeting held on April 11, 2023, recommended final dividend of INR 1.25 per share, subject to approval of the shareholders at the upcoming AGM. The record date 7th July, 2023 has been fixed for ascertaining entitlement for the payment of Final Dividend, if approved at the AGM.お知らせ • Jun 20Delta Corp Limited, Annual General Meeting, Aug 04, 2023Delta Corp Limited, Annual General Meeting, Aug 04, 2023.分析記事 • May 27We Ran A Stock Scan For Earnings Growth And Delta (NSE:DELTACORP) Passed With EaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Reported Earnings • Apr 15Full year 2023 earnings released: EPS: ₹9.77 (vs ₹2.51 in FY 2022)Full year 2023 results: EPS: ₹9.77 (up from ₹2.51 in FY 2022). Revenue: ₹10.2b (up 66% from FY 2022). Net income: ₹2.61b (up 290% from FY 2022). Profit margin: 26% (up from 11% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.分析記事 • Jan 31Here's Why We Think Delta (NSE:DELTACORP) Is Well Worth WatchingThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Reported Earnings • Jan 18Third quarter 2023 earnings released: EPS: ₹3.17 (vs ₹2.64 in 3Q 2022)Third quarter 2023 results: EPS: ₹3.17 (up from ₹2.64 in 3Q 2022). Revenue: ₹2.85b (up 15% from 3Q 2022). Net income: ₹848.2m (up 21% from 3Q 2022). Profit margin: 30% (up from 28% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 11Delta Corp Limited to Report Q3, 2023 Results on Jan 17, 2023Delta Corp Limited announced that they will report Q3, 2023 results on Jan 17, 2023分析記事 • Dec 25Delta (NSE:DELTACORP) Is Experiencing Growth In Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. Independent Director Chetan Desai was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 12Second quarter 2023 earnings released: EPS: ₹2.55 (vs ₹0.85 loss in 2Q 2022)Second quarter 2023 results: EPS: ₹2.55 (up from ₹0.85 loss in 2Q 2022). Revenue: ₹2.80b (up 275% from 2Q 2022). Net income: ₹682.5m (up ₹908.2m from 2Q 2022). Profit margin: 24% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Upcoming Dividend • Jul 28Upcoming dividend of ₹1.25 per shareEligible shareholders must have bought the stock before 04 August 2022. Payment date: 24 September 2022. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.8%). Higher than average of industry peers (0.2%).Reported Earnings • Jul 13First quarter 2023 earnings released: EPS: ₹2.14 (vs ₹1.08 loss in 1Q 2022)First quarter 2023 results: EPS: ₹2.14 (up from ₹1.08 loss in 1Q 2022). Revenue: ₹2.56b (up 238% from 1Q 2022). Net income: ₹571.3m (up ₹860.6m from 1Q 2022). Profit margin: 22% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₹164, the stock trades at a trailing P/E ratio of 65.4x. Average trailing P/E is 47x in the Hospitality industry in India. Total loss to shareholders of 5.2% over the past three years.分析記事 • Jun 11Delta (NSE:DELTACORP) Is Reinvesting At Lower Rates Of ReturnDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent Director Chetan Desai was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 12Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: ₹2.51 (up from ₹0.90 loss in FY 2021). Revenue: ₹6.54b (up 56% from FY 2021). Net income: ₹669.9m (up ₹910.9m from FY 2021). Profit margin: 10% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 65%. Earnings per share (EPS) also missed analyst estimates by 643%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.分析記事 • Feb 24Capital Allocation Trends At Delta (NSE:DELTACORP) Aren't IdealTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...分析記事 • Jan 13Here's Why Delta (NSE:DELTACORP) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Jan 12Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: ₹2.64 (up from ₹0.05 in 3Q 2021). Revenue: ₹2.52b (up 109% from 3Q 2021). Net income: ₹703.8m (up ₹691.0m from 3Q 2021). Profit margin: 28% (up from 1.1% in 3Q 2021). Revenue missed analyst estimates by 65%. Earnings per share (EPS) also missed analyst estimates by 643%. Earnings per share (EPS) missed analyst estimates by 643%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.Executive Departure • May 03Non Executive Non-Independent Director has left the companyOn the 26th of April, Rakesh Jhunjhunwala's tenure as Non Executive Non-Independent Director ended after 10.5 years in the role. As of December 2020, Rakesh personally held 20.00m shares (₹3.2b worth at the time). Rakesh is the only executive to leave the company over the last 12 months.Reported Earnings • Apr 28Full year 2021 earnings released: ₹0.90 loss per share (vs ₹6.85 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: ₹4.54b (down 41% from FY 2020). Net loss: ₹241.0m (down 113% from profit in FY 2020). Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Mar 05New 90-day high: ₹177The company is up 18% from its price of ₹151 on 04 December 2020. The Indian market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 14% over the same period.Reported Earnings • Feb 13Third quarter 2021 earnings released: EPS ₹0.05 (vs ₹2.03 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₹1.29b (down 37% from 3Q 2020). Net income: ₹12.8m (down 98% from 3Q 2020). Profit margin: 1.0% (down from 27% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 29% per year whereas the company’s share price has fallen by 24% per year.Price Target Changed • Feb 02Price target lowered to ₹150Down from ₹228, the current price target is provided by 1 analyst. The new target price is close to the current share price of ₹153. As of last close, the stock is down 12% over the past year.分析記事 • Feb 02Do Insiders Own Lots Of Shares In Delta Corp Limited (NSE:DELTACORP)?A look at the shareholders of Delta Corp Limited ( NSE:DELTACORP ) can tell us which group is most powerful...分析記事 • Oct 18Are Strong Financial Prospects The Force That Is Driving The Momentum In Delta Corp Limited's NSE:DELTACORP) Stock?Delta (NSE:DELTACORP) has had a great run on the share market with its stock up by a significant 18% over the last...分析記事 • Oct 03How Much Did Delta's(NSE:DELTACORP) Shareholders Earn From Share Price Movements Over The Last Three Years?Delta Corp Limited (NSE:DELTACORP) shareholders should be happy to see the share price up 27% in the last quarter. But...分析記事 • Sep 18What Type Of Shareholders Own The Most Number of Delta Corp Limited (NSE:DELTACORP) Shares?If you want to know who really controls Delta Corp Limited (NSE:DELTACORP), then you'll have to look at the makeup of...分析記事 • Sep 03Will The ROCE Trend At Delta (NSE:DELTACORP) Continue?Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...分析記事 • Aug 19Investors Interested In Delta Corp Limited's (NSE:DELTACORP) EarningsDelta Corp Limited's (NSE:DELTACORP) price-to-earnings (or "P/E") ratio of 27.8x might make it look like a strong sell...分析記事 • Aug 17Why Delta Corp Limited (NSE:DELTACORP) Could Be Worth WatchingDelta Corp Limited (NSE:DELTACORP), is not the largest company out there, but it led the NSEI gainers with a...分析記事 • Jul 31Calculating The Fair Value Of Delta Corp Limited (NSE:DELTACORP)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Delta Corp Limited...決済の安定と成長配当データの取得安定した配当: DELTACORPの配当金支払いは、過去10年間 変動性 が高かった。増加する配当: DELTACORPの配当金は過去10年間にわたって増加しています。配当利回り対市場Delta 配当利回り対市場DELTACORP 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (DELTACORP)0.7%市場下位25% (IN)0.3%市場トップ25% (IN)1.5%業界平均 (Hospitality)0.5%アナリスト予想 (DELTACORP) (最長3年)n/a注目すべき配当: DELTACORPの配当金 ( 0.69% ) はIndian市場の配当金支払者の下位 25% ( 0.3% ) よりも高くなっています。高配当: DELTACORPの配当金 ( 0.69% ) はIndian市場の配当金支払者の上位 25% ( 1.47% ) と比較すると低いです。株主への利益配当収益カバレッジ: DELTACORPは低い 配当性向 ( 15.7% ) であるため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: DELTACORPは配当金を支払っていますが、同社にはフリーキャッシュフローがありません。高配当企業の発掘7D1Y7D1Y7D1YIN 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 18:35終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Delta Corp 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。6 アナリスト機関Grant GovertsenCBRE Securitiesnull nullDBS Bank LtdDhananjay SinhaEmkay Global Financial Services Ltd.3 その他のアナリストを表示
お知らせ • Apr 23Delta Corp Limited Recommends Final DividendDelta Corp. Limited at its Board meeting, held on 22 April, 2025, made recommendation of Final Dividend @ 125% that is INR 1.25 per Equity Share. The dividend will be paid by the Company to the shareholders within 30 days from the date of approval of the same by the shareholders at the upcoming Annual General Meeting of the Company.
分析記事 • Jul 12Delta (NSE:DELTACORP) Is Due To Pay A Dividend Of ₹1.25Delta Corp Limited ( NSE:DELTACORP ) has announced that it will pay a dividend of ₹1.25 per share on the 22nd of...
Declared Dividend • Jul 11Dividend of ₹1.25 announcedDividend of ₹1.25 is the same as last year. Ex-date: 19th July 2024 Payment date: 22nd September 2024 Dividend yield will be 0.9%, which is higher than the industry average of 0.3%. Sustainability & Growth Dividend is covered by earnings (14% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
お知らせ • May 08Delta Corp Limited Recommends Final DividendDelta Corp. Limited at its board meeting held on May 7, 2024, approved recommendation of final dividend at 125% that is INR 1.25 per equity share. The dividend will be paid by the Company to the shareholders within 30 days from the date of approval of the same by the shareholders at the upcoming Annual General Meeting of the Company.
Upcoming Dividend • Jun 30Upcoming dividend of ₹1.25 per share at 0.5% yieldEligible shareholders must have bought the stock before 07 July 2023. Payment date: 03 September 2023. Payout ratio is a comfortable 13% and the cash payout ratio is 97%. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.5%). In line with average of industry peers (0.4%).
お知らせ • Jun 22Delta Corp Limited Recommends Final Dividend for the Year 2023Delta Corp. Limited announced that at its board meeting held on April 11, 2023, recommended final dividend of INR 1.25 per share, subject to approval of the shareholders at the upcoming AGM. The record date 7th July, 2023 has been fixed for ascertaining entitlement for the payment of Final Dividend, if approved at the AGM.
Reported Earnings • Apr 24Full year 2026 earnings released: EPS: ₹3.19 (vs ₹11.85 in FY 2025)Full year 2026 results: EPS: ₹3.19 (down from ₹11.85 in FY 2025). Revenue: ₹7.29b (flat on FY 2025). Net income: ₹852.9m (down 73% from FY 2025). Profit margin: 12% (down from 44% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.
New Risk • Apr 23New 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 7.6% 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: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.6% average weekly change). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Apr 23Investor sentiment improves as stock rises 33%After last week's 33% share price gain to ₹81.60, the stock trades at a trailing P/E ratio of 8.8x. Average trailing P/E is 29x in the Hospitality industry in India. Total loss to shareholders of 58% over the past three years.
お知らせ • Apr 15Delta Corp Limited to Report Fiscal Year 2026 Results on Apr 22, 2026Delta Corp Limited announced that they will report fiscal year 2026 results on Apr 22, 2026
Reported Earnings • Jan 16Third quarter 2026 earnings released: EPS: ₹0.53 (vs ₹1.33 in 3Q 2025)Third quarter 2026 results: EPS: ₹0.53 (down from ₹1.33 in 3Q 2025). Revenue: ₹1.68b (down 14% from 3Q 2025). Net income: ₹142.8m (down 60% from 3Q 2025). Profit margin: 8.5% (down from 18% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.
お知らせ • Jan 08Delta Corp Limited to Report Q3, 2026 Results on Jan 15, 2026Delta Corp Limited announced that they will report Q3, 2026 results on Jan 15, 2026
分析記事 • Oct 28Why Delta's (NSE:DELTACORP) Earnings Are Weaker Than They SeemEven though Delta Corp Limited ( NSE:DELTACORP ) posted strong earnings recently, the stock hasn't reacted in a large...
Reported Earnings • Oct 19Second quarter 2026 earnings released: EPS: ₹0.94 (vs ₹1.01 in 2Q 2025)Second quarter 2026 results: EPS: ₹0.94 (down from ₹1.01 in 2Q 2025). Revenue: ₹1.83b (down 2.6% from 2Q 2025). Net income: ₹251.0m (down 7.0% from 2Q 2025). Profit margin: 14% (in line with 2Q 2025). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
お知らせ • Oct 08Delta Corp Limited to Report Q2, 2026 Results on Oct 15, 2025Delta Corp Limited announced that they will report Q2, 2026 results on Oct 15, 2025
お知らせ • Aug 05Delta Corp Limited, Annual General Meeting, Sep 11, 2025Delta Corp Limited, Annual General Meeting, Sep 11, 2025.
Reported Earnings • Aug 05First quarter 2026 earnings released: EPS: ₹1.10 (vs ₹0.81 in 1Q 2025)First quarter 2026 results: EPS: ₹1.10 (up from ₹0.81 in 1Q 2025). Revenue: ₹1.96b (up 8.4% from 1Q 2025). Net income: ₹294.6m (up 36% from 1Q 2025). Profit margin: 15% (up from 12% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
お知らせ • Jul 29Delta Corp Limited to Report Q1, 2026 Results on Aug 04, 2025Delta Corp Limited announced that they will report Q1, 2026 results on Aug 04, 2025
Reported Earnings • Apr 24Full year 2025 earnings released: EPS: ₹11.86 (vs ₹9.12 in FY 2024)Full year 2025 results: EPS: ₹11.86 (up from ₹9.12 in FY 2024). Revenue: ₹7.87b (down 15% from FY 2024). Net income: ₹3.17b (up 30% from FY 2024). Profit margin: 40% (up from 26% in FY 2024). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.
お知らせ • Apr 23Delta Corp Limited Recommends Final DividendDelta Corp. Limited at its Board meeting, held on 22 April, 2025, made recommendation of Final Dividend @ 125% that is INR 1.25 per Equity Share. The dividend will be paid by the Company to the shareholders within 30 days from the date of approval of the same by the shareholders at the upcoming Annual General Meeting of the Company.
分析記事 • Apr 23Delta Corp Limited (NSE:DELTACORP) Screens Well But There Might Be A CatchWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") above 28x, you may consider Delta...
お知らせ • Apr 14Delta Corp Limited to Report Fiscal Year 2025 Results on Apr 22, 2025Delta Corp Limited announced that they will report fiscal year 2025 results on Apr 22, 2025
お知らせ • Feb 21Head Digital Works Pvt Ltd. agreed to acquire an unknown minority stake in Deltatech Gaming Limited from Delta Corp Limited (BSE:532848).Head Digital Works Pvt Ltd. agreed to acquire an unknown minority stake in Deltatech Gaming Limited from Delta Corp Limited (BSE:532848) on February 20, 2025. A cash consideration will be paid by Head Digital Works Pvt Ltd. The consideration consists of common equity of Head Digital Works Pvt Ltd. to be issued for common equity of Deltatech Gaming Limited. As part of consideration, an undisclosed value is paid towards common equity of Deltatech Gaming Limited. The combined deal value for the subscription and acquisition is INR 380 million. The transaction is subject to approval by regulatory board / committee, approval of merger agreement by target board, approval of offer by acquirer shareholders and approval of offer by target shareholders. The deal has been approved by the board.
Reported Earnings • Jan 14Third quarter 2025 earnings released: EPS: ₹1.33 (vs ₹1.29 in 3Q 2024)Third quarter 2025 results: EPS: ₹1.33 (up from ₹1.29 in 3Q 2024). Revenue: ₹2.07b (down 11% from 3Q 2024). Net income: ₹357.3m (up 3.6% from 3Q 2024). Profit margin: 17% (up from 15% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.
お知らせ • Jan 06Delta Corp Limited to Report Q3, 2025 Results on Jan 13, 2025Delta Corp Limited announced that they will report Q3, 2025 results at 3:30 PM, Indian Standard Time on Jan 13, 2025
分析記事 • Nov 20Earnings Troubles May Signal Larger Issues for Delta (NSE:DELTACORP) ShareholdersA lackluster earnings announcement from Delta Corp Limited ( NSE:DELTACORP ) last week didn't sink the stock price. Our...
Reported Earnings • Nov 07Second quarter 2025 earnings released: EPS: ₹1.01 (vs ₹2.59 in 2Q 2024)Second quarter 2025 results: EPS: ₹1.01 (down from ₹2.59 in 2Q 2024). Revenue: ₹2.06b (down 24% from 2Q 2024). Net income: ₹269.8m (down 61% from 2Q 2024). Profit margin: 13% (down from 26% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
お知らせ • Oct 25Delta Corp Limited to Report Q2, 2025 Results on Nov 06, 2024Delta Corp Limited announced that they will report Q2, 2025 results on Nov 06, 2024
分析記事 • Aug 17Here's Why Shareholders May Want To Be Cautious With Increasing Delta Corp Limited's (NSE:DELTACORP) CEO Pay PacketKey Insights Delta's Annual General Meeting to take place on 23rd of August CEO Ashish Kapadia's total compensation...
分析記事 • Jul 12Delta (NSE:DELTACORP) Is Due To Pay A Dividend Of ₹1.25Delta Corp Limited ( NSE:DELTACORP ) has announced that it will pay a dividend of ₹1.25 per share on the 22nd of...
Declared Dividend • Jul 11Dividend of ₹1.25 announcedDividend of ₹1.25 is the same as last year. Ex-date: 19th July 2024 Payment date: 22nd September 2024 Dividend yield will be 0.9%, which is higher than the industry average of 0.3%. Sustainability & Growth Dividend is covered by earnings (14% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
お知らせ • Jul 10Delta Corp Limited, Annual General Meeting, Aug 23, 2024Delta Corp Limited, Annual General Meeting, Aug 23, 2024.
Reported Earnings • Jul 10First quarter 2025 earnings released: EPS: ₹0.81 (vs ₹2.54 in 1Q 2024)First quarter 2025 results: EPS: ₹0.81 (down from ₹2.54 in 1Q 2024). Revenue: ₹1.96b (down 28% from 1Q 2024). Net income: ₹216.8m (down 68% from 1Q 2024). Profit margin: 11% (down from 25% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Jul 09Delta Corp Limited Announces Directorate ChangesDelta Corp. Limited announced that the Second term of five years of Ms. Alpana Chinai (DIN: 00136144), Mr. Rajesh Jaggi (DIN: 00046853) and Mr. Ravinder Kumar Jain (DIN: 00652148) as Independent Directors will expire on 27th July, 2024. Post this date they will cease to be the directors of the Company.
お知らせ • Jul 04Delta Corp Limited to Report Q1, 2025 Results on Jul 09, 2024Delta Corp Limited announced that they will report Q1, 2025 results at 3:30 PM, Indian Standard Time on Jul 09, 2024
Valuation Update With 7 Day Price Move • Jun 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹135, the stock trades at a trailing P/E ratio of 14.8x. Average trailing P/E is 37x in the Hospitality industry in India. Total loss to shareholders of 23% over the past three years.
分析記事 • May 21Delta's (NSE:DELTACORP) Anemic Earnings Might Be Worse Than You ThinkThe subdued market reaction suggests that Delta Corp Limited's ( NSE:DELTACORP ) recent earnings didn't contain any...
Reported Earnings • May 08Full year 2024 earnings released: EPS: ₹9.12 (vs ₹9.77 in FY 2023)Full year 2024 results: EPS: ₹9.12 (down from ₹9.77 in FY 2023). Revenue: ₹9.82b (down 3.8% from FY 2023). Net income: ₹2.44b (down 6.6% from FY 2023). Profit margin: 25% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • May 08Delta Corp Limited Recommends Final DividendDelta Corp. Limited at its board meeting held on May 7, 2024, approved recommendation of final dividend at 125% that is INR 1.25 per equity share. The dividend will be paid by the Company to the shareholders within 30 days from the date of approval of the same by the shareholders at the upcoming Annual General Meeting of the Company.
分析記事 • Mar 14Is Delta (NSE:DELTACORP) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Feb 21Ability Games Pvt. Ltd. and Ashtek Consultancy Private Limited entered into a share purchase agreement to acquire Caravella Entertainment Private Limited from Delta Corp Limited (BSE:532848) for INR 620 million.Ability Games Pvt. Ltd. and Ashtek Consultancy Private Limited entered into a share purchase agreement to acquire Caravella Entertainment Private Limited from Delta Corp Limited (BSE:532848) for INR 620 million on February 20, 2024. The transaction is expected to close on March 8, 2023.
Reported Earnings • Jan 10Third quarter 2024 earnings released: EPS: ₹1.29 (vs ₹3.17 in 3Q 2023)Third quarter 2024 results: EPS: ₹1.29 (down from ₹3.17 in 3Q 2023). Revenue: ₹2.44b (down 11% from 3Q 2023). Net income: ₹344.8m (down 59% from 3Q 2023). Profit margin: 14% (down from 31% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
New Risk • Nov 28New 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 7.3% 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: 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 (7.3% average weekly change).
お知らせ • Oct 13Delta Corp Limited Announces Management ChangesDelta Corp. Limited at the Board Meeting held on 11 October, 2023 approved the appointment of Mr. Anil Malani as President of the Company effective from 11 October, 2023, as recommended by the Nomination, Remuneration and Compensation (NRC) Committee; Approved the appointment of Mr. Manoj Jain as Chief Operating Officer of the Company effective from 11 October, 2023, as recommended by the NRC Committee. Mr. Anil Malani has vast experience across a wide variety of industries throughout the course of his 35-plus-year career, from the hospitality and entertainment industries to IT, consumer electronics, office automation and renewable energy. He has led Delta Corp. Limited from the front as its `President - Operations' for the past 14 years and has been in charge of the group's casino and hospitality businesses. Mr. Malani and his hand-picked management team have made major contributions to the company's expansion and success in the last decade and have made `Deltin' a formidable brand in the luxury gaming, entertainment and hospitality sectors in India and Nepal. Mr. Malani, who holds a Bachelor of Commerce degree from Mumbai University, is also a first-generation entrepreneur who founded and managed successful ventures. He was also associated with Esquire Electronics Ltd. (Hong Kong), AIMS International Ltd, Amazon Food & Beverages Pvt Ltd. and Clover Solar Pvt Ltd. Manoj has been an integral part of the Delta Corp. family since July 2008, holding various significant roles within the organisation, with his journey culminating in his current multifaceted role in the position of Senior Vice President. He is responsible for overseeing the overall operations of Delta Corp.'s major portfolio of assets, Deltin Casinos & Hotels. With over two decades of work experience, Manoj's professional journey began during the formative years of Go Airlines, where he made significant contributions to their early expansion within the Indian and overseas markets. On the academic front, he holds an MBA from ICFAI Business School and is a graduate of MDSU, Ajmer.
お知らせ • Oct 12Delta Corp Limited Approves the Appointment of Anil Malani as Chief Financial OfficerDelta Corp. Limited at the Board Meeting held on 11 October, 2023 approved the appointment of Mr. Anil Malani as Chief Financial Officer as Key Managerial Personnel of the Company effective from 11 October, 2023, as recommended by the Nomination, Remuneration and Compensation (NRC) Committee. Mr. Anil Malani has vast experience across a wide variety of industries throughout the course of his 35-plus-year career, from the hospitality and entertainment industries to IT, consumer electronics, office automation and renewable energy. He has led Delta Corp. Limited from the front as its `President - Operations' for the past 14 years and has been in charge of the group's casino and hospitality businesses. Mr. Malani and his hand-picked management team have made major contributions to the company's expansion and success in the last decade and have made `Deltin' a formidable brand in the luxury gaming, entertainment and hospitality sectors in India and Nepal. Mr. Malani, who holds a Bachelor of Commerce degreefrom Mumbai University, is also a first-generation entrepreneur who founded and managed successful ventures. He was also associated with Esquire Electronics Ltd. (Hong Kong), AIMS International Ltd, Amazon Food & Beverages Pvt Ltd. and Clover Solar Pvt Ltd.
Reported Earnings • Oct 12Second quarter 2024 earnings released: EPS: ₹2.59 (vs ₹2.55 in 2Q 2023)Second quarter 2024 results: EPS: ₹2.59 (up from ₹2.55 in 2Q 2023). Revenue: ₹2.83b (up 4.7% from 2Q 2023). Net income: ₹694.4m (up 1.7% from 2Q 2023). Profit margin: 25% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 05Delta Corp Limited to Report Q2, 2024 Results on Oct 11, 2023Delta Corp Limited announced that they will report Q2, 2024 results at 3:30 PM, Indian Standard Time on Oct 11, 2023
分析記事 • Sep 26Delta (NSE:DELTACORP) Could Easily Take On More DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Valuation Update With 7 Day Price Move • Sep 25Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₹143, the stock trades at a trailing P/E ratio of 14.1x. Average trailing P/E is 24x in the Hospitality industry in India. Total returns to shareholders of 36% over the past three years.
お知らせ • Aug 05+ 1 more updateDelta Corp Limited Announces the Resignation of Hardik Dhebar as Chief Financial Officer, Effective August 16, 2023Delta Corp. Limited announced that Mr. Hardik Dhebar, has resigned on August 4, 2023, from the position of Chief Financial Officer of the company to take on new professional challenges. After over 15 years of dedicated service, Mr. Hardik Dhebar has decided to step down from his role to pursue other opportunities. The Board of Directors and the management team will be identifying a suitable replacement for the vacant position to ensure a smooth transition and continuity in the Company's operations. Date of cessation: The resignation is effective from the close of business hours on August 16, 2023.
Reported Earnings • Jul 15Full year 2023 earnings released: EPS: ₹9.77 (vs ₹2.51 in FY 2022)Full year 2023 results: EPS: ₹9.77 (up from ₹2.51 in FY 2022). Revenue: ₹10.2b (up 66% from FY 2022). Net income: ₹2.61b (up 290% from FY 2022). Profit margin: 26% (up from 11% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 14Delta Corp Limited to Report Q1, 2024 Results on Jul 25, 2023Delta Corp Limited announced that they will report Q1, 2024 results at 3:30 PM, Indian Standard Time on Jul 25, 2023
New Risk • Jul 13New 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 7.9% 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 5.3% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (97% cash payout ratio). Share price has been volatile over the past 3 months (7.9% average weekly change).
Valuation Update With 7 Day Price Move • Jul 12Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to ₹190, the stock trades at a trailing P/E ratio of 19.4x. Average trailing P/E is 25x in the Hospitality industry in India. Total returns to shareholders of 106% over the past three years.
分析記事 • Jul 01Returns On Capital At Delta (NSE:DELTACORP) Have Hit The BrakesThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
Upcoming Dividend • Jun 30Upcoming dividend of ₹1.25 per share at 0.5% yieldEligible shareholders must have bought the stock before 07 July 2023. Payment date: 03 September 2023. Payout ratio is a comfortable 13% and the cash payout ratio is 97%. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.5%). In line with average of industry peers (0.4%).
お知らせ • Jun 22Delta Corp Limited Recommends Final Dividend for the Year 2023Delta Corp. Limited announced that at its board meeting held on April 11, 2023, recommended final dividend of INR 1.25 per share, subject to approval of the shareholders at the upcoming AGM. The record date 7th July, 2023 has been fixed for ascertaining entitlement for the payment of Final Dividend, if approved at the AGM.
お知らせ • Jun 20Delta Corp Limited, Annual General Meeting, Aug 04, 2023Delta Corp Limited, Annual General Meeting, Aug 04, 2023.
分析記事 • May 27We Ran A Stock Scan For Earnings Growth And Delta (NSE:DELTACORP) Passed With EaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Reported Earnings • Apr 15Full year 2023 earnings released: EPS: ₹9.77 (vs ₹2.51 in FY 2022)Full year 2023 results: EPS: ₹9.77 (up from ₹2.51 in FY 2022). Revenue: ₹10.2b (up 66% from FY 2022). Net income: ₹2.61b (up 290% from FY 2022). Profit margin: 26% (up from 11% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
分析記事 • Jan 31Here's Why We Think Delta (NSE:DELTACORP) Is Well Worth WatchingThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Reported Earnings • Jan 18Third quarter 2023 earnings released: EPS: ₹3.17 (vs ₹2.64 in 3Q 2022)Third quarter 2023 results: EPS: ₹3.17 (up from ₹2.64 in 3Q 2022). Revenue: ₹2.85b (up 15% from 3Q 2022). Net income: ₹848.2m (up 21% from 3Q 2022). Profit margin: 30% (up from 28% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 11Delta Corp Limited to Report Q3, 2023 Results on Jan 17, 2023Delta Corp Limited announced that they will report Q3, 2023 results on Jan 17, 2023
分析記事 • Dec 25Delta (NSE:DELTACORP) Is Experiencing Growth In Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. Independent Director Chetan Desai was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 12Second quarter 2023 earnings released: EPS: ₹2.55 (vs ₹0.85 loss in 2Q 2022)Second quarter 2023 results: EPS: ₹2.55 (up from ₹0.85 loss in 2Q 2022). Revenue: ₹2.80b (up 275% from 2Q 2022). Net income: ₹682.5m (up ₹908.2m from 2Q 2022). Profit margin: 24% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jul 28Upcoming dividend of ₹1.25 per shareEligible shareholders must have bought the stock before 04 August 2022. Payment date: 24 September 2022. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.8%). Higher than average of industry peers (0.2%).
Reported Earnings • Jul 13First quarter 2023 earnings released: EPS: ₹2.14 (vs ₹1.08 loss in 1Q 2022)First quarter 2023 results: EPS: ₹2.14 (up from ₹1.08 loss in 1Q 2022). Revenue: ₹2.56b (up 238% from 1Q 2022). Net income: ₹571.3m (up ₹860.6m from 1Q 2022). Profit margin: 22% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₹164, the stock trades at a trailing P/E ratio of 65.4x. Average trailing P/E is 47x in the Hospitality industry in India. Total loss to shareholders of 5.2% over the past three years.
分析記事 • Jun 11Delta (NSE:DELTACORP) Is Reinvesting At Lower Rates Of ReturnDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent Director Chetan Desai was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 12Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: ₹2.51 (up from ₹0.90 loss in FY 2021). Revenue: ₹6.54b (up 56% from FY 2021). Net income: ₹669.9m (up ₹910.9m from FY 2021). Profit margin: 10% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 65%. Earnings per share (EPS) also missed analyst estimates by 643%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.
分析記事 • Feb 24Capital Allocation Trends At Delta (NSE:DELTACORP) Aren't IdealTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
分析記事 • Jan 13Here's Why Delta (NSE:DELTACORP) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Jan 12Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: ₹2.64 (up from ₹0.05 in 3Q 2021). Revenue: ₹2.52b (up 109% from 3Q 2021). Net income: ₹703.8m (up ₹691.0m from 3Q 2021). Profit margin: 28% (up from 1.1% in 3Q 2021). Revenue missed analyst estimates by 65%. Earnings per share (EPS) also missed analyst estimates by 643%. Earnings per share (EPS) missed analyst estimates by 643%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.
Executive Departure • May 03Non Executive Non-Independent Director has left the companyOn the 26th of April, Rakesh Jhunjhunwala's tenure as Non Executive Non-Independent Director ended after 10.5 years in the role. As of December 2020, Rakesh personally held 20.00m shares (₹3.2b worth at the time). Rakesh is the only executive to leave the company over the last 12 months.
Reported Earnings • Apr 28Full year 2021 earnings released: ₹0.90 loss per share (vs ₹6.85 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: ₹4.54b (down 41% from FY 2020). Net loss: ₹241.0m (down 113% from profit in FY 2020). Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Mar 05New 90-day high: ₹177The company is up 18% from its price of ₹151 on 04 December 2020. The Indian market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 14% over the same period.
Reported Earnings • Feb 13Third quarter 2021 earnings released: EPS ₹0.05 (vs ₹2.03 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₹1.29b (down 37% from 3Q 2020). Net income: ₹12.8m (down 98% from 3Q 2020). Profit margin: 1.0% (down from 27% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 29% per year whereas the company’s share price has fallen by 24% per year.
Price Target Changed • Feb 02Price target lowered to ₹150Down from ₹228, the current price target is provided by 1 analyst. The new target price is close to the current share price of ₹153. As of last close, the stock is down 12% over the past year.
分析記事 • Feb 02Do Insiders Own Lots Of Shares In Delta Corp Limited (NSE:DELTACORP)?A look at the shareholders of Delta Corp Limited ( NSE:DELTACORP ) can tell us which group is most powerful...
分析記事 • Oct 18Are Strong Financial Prospects The Force That Is Driving The Momentum In Delta Corp Limited's NSE:DELTACORP) Stock?Delta (NSE:DELTACORP) has had a great run on the share market with its stock up by a significant 18% over the last...
分析記事 • Oct 03How Much Did Delta's(NSE:DELTACORP) Shareholders Earn From Share Price Movements Over The Last Three Years?Delta Corp Limited (NSE:DELTACORP) shareholders should be happy to see the share price up 27% in the last quarter. But...
分析記事 • Sep 18What Type Of Shareholders Own The Most Number of Delta Corp Limited (NSE:DELTACORP) Shares?If you want to know who really controls Delta Corp Limited (NSE:DELTACORP), then you'll have to look at the makeup of...
分析記事 • Sep 03Will The ROCE Trend At Delta (NSE:DELTACORP) Continue?Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
分析記事 • Aug 19Investors Interested In Delta Corp Limited's (NSE:DELTACORP) EarningsDelta Corp Limited's (NSE:DELTACORP) price-to-earnings (or "P/E") ratio of 27.8x might make it look like a strong sell...
分析記事 • Aug 17Why Delta Corp Limited (NSE:DELTACORP) Could Be Worth WatchingDelta Corp Limited (NSE:DELTACORP), is not the largest company out there, but it led the NSEI gainers with a...
分析記事 • Jul 31Calculating The Fair Value Of Delta Corp Limited (NSE:DELTACORP)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Delta Corp Limited...