Great Eastern Shipping（GESHIP）株式概要グレート・イースタン・シッピング・カンパニー・リミテッドは子会社を通じ、インド国内および海外で海運・海洋事業に従事している。 詳細GESHIP ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長0/6過去の実績5/6財務の健全性6/6配当金4/6報酬当社が推定した公正価値より27.7%で取引されている 過去1年間で収益は84%増加しました 同業他社や業界と比較して、良好な取引価格 リスク分析今後3年間の収益は年平均19.4%減少すると予測されている。 財務結果に影響を与える大きな一時的項目 2.5%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見るGESHIP Community Fair Values Create NarrativeSee what 17 others think this stock is worth. Follow their fair value or set your own to get alerts.NEW488,204 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 NarrativeBLINRODA488,204 investors already sharing narrativesYour Fair Value₹Current Price₹1.40k121.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-6b62b2016201920222025202620282031Revenue ₹50.7bEarnings ₹30.6bAdvancedSet Fair ValueView all narrativesThe Great Eastern Shipping Company Limited 競合他社Aegis LogisticsSymbol: NSEI:AEGISLOGMarket cap: ₹489.9bPetronet LNGSymbol: NSEI:PETRONETMarket cap: ₹421.2bAegis Vopak TerminalsSymbol: NSEI:AEGISVOPAKMarket cap: ₹314.5bEnergy Infrastructure TrustSymbol: BSE:542543Market cap: ₹50.3b価格と性能株価の高値、安値、推移の概要Great Eastern Shipping過去の株価現在の株価₹1,404.7052週高値₹1,798.0052週安値₹914.70ベータ0.431ヶ月の変化-0.38%3ヶ月変化-9.51%1年変化50.71%3年間の変化85.56%5年間の変化361.62%IPOからの変化738.13%最新ニュースReported Earnings • Aug 04First quarter 2027 earnings released: EPS: ₹91.68 (vs ₹35.34 in 1Q 2026)First quarter 2027 results: EPS: ₹91.68 (up from ₹35.34 in 1Q 2026). Revenue: ₹22.9b (up 90% from 1Q 2026). Net income: ₹13.1b (up 159% from 1Q 2026). Profit margin: 57% (up from 42% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is expected to decline by 4.7% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in India are expected to grow by 5.5%. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 23The Great Eastern Shipping Company Limited to Report Q1, 2027 Results on Aug 03, 2026The Great Eastern Shipping Company Limited announced that they will report Q1, 2027 results on Aug 03, 2026お知らせ • Jul 07The Great Eastern Shipping Company Limited, Annual General Meeting, Aug 04, 2026The Great Eastern Shipping Company Limited, Annual General Meeting, Aug 04, 2026, at 15:00 Indian Standard Time.分析記事 • May 22Great Eastern Shipping's (NSE:GESHIP) Solid Profits Have Weak FundamentalsThe Great Eastern Shipping Company Limited's ( NSE:GESHIP ) stock was strong after they recently reported robust...Valuation Update With 7 Day Price Move • May 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹1,720, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Oil and Gas industry in India. Total returns to shareholders of 178% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹2,942 per share.Reported Earnings • May 16Full year 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2026 results: EPS: ₹206 (up from ₹164 in FY 2025). Revenue: ₹63.1b (up 19% from FY 2025). Net income: ₹29.4b (up 26% from FY 2025). Profit margin: 47% (up from 44% in FY 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.8%. Earnings per share (EPS) exceeded analyst estimates by 36%. Revenue is expected to decline by 3.6% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in India are expected to grow by 6.3%. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.最新情報をもっと見るRecent updatesReported Earnings • Aug 04First quarter 2027 earnings released: EPS: ₹91.68 (vs ₹35.34 in 1Q 2026)First quarter 2027 results: EPS: ₹91.68 (up from ₹35.34 in 1Q 2026). Revenue: ₹22.9b (up 90% from 1Q 2026). Net income: ₹13.1b (up 159% from 1Q 2026). Profit margin: 57% (up from 42% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is expected to decline by 4.7% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in India are expected to grow by 5.5%. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 23The Great Eastern Shipping Company Limited to Report Q1, 2027 Results on Aug 03, 2026The Great Eastern Shipping Company Limited announced that they will report Q1, 2027 results on Aug 03, 2026お知らせ • Jul 07The Great Eastern Shipping Company Limited, Annual General Meeting, Aug 04, 2026The Great Eastern Shipping Company Limited, Annual General Meeting, Aug 04, 2026, at 15:00 Indian Standard Time.分析記事 • May 22Great Eastern Shipping's (NSE:GESHIP) Solid Profits Have Weak FundamentalsThe Great Eastern Shipping Company Limited's ( NSE:GESHIP ) stock was strong after they recently reported robust...Valuation Update With 7 Day Price Move • May 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹1,720, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Oil and Gas industry in India. Total returns to shareholders of 178% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹2,942 per share.Reported Earnings • May 16Full year 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2026 results: EPS: ₹206 (up from ₹164 in FY 2025). Revenue: ₹63.1b (up 19% from FY 2025). Net income: ₹29.4b (up 26% from FY 2025). Profit margin: 47% (up from 44% in FY 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.8%. Earnings per share (EPS) exceeded analyst estimates by 36%. Revenue is expected to decline by 3.6% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in India are expected to grow by 6.3%. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.Declared Dividend • May 16Fourth quarter dividend of ₹11.70 announcedShareholders will receive a dividend of ₹11.70. Ex-date: 20th May 2026 Payment date: 13th June 2026 Dividend yield will be 2.3%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (18% earnings payout ratio) and cash flows (88% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 22% over the next 3 years. However, it would need to fall by 80% to increase the payout ratio to a potentially unsustainable range.お知らせ • May 01The Great Eastern Shipping Company Limited to Report Fiscal Year 2026 Results on May 14, 2026The Great Eastern Shipping Company Limited announced that they will report fiscal year 2026 results at 12:15 PM, Indian Standard Time on May 14, 2026分析記事 • Apr 08News Flash: Analysts Just Made A Substantial Upgrade To Their The Great Eastern Shipping Company Limited (NSE:GESHIP) ForecastsShareholders in The Great Eastern Shipping Company Limited ( NSE:GESHIP ) may be thrilled to learn that the analysts...お知らせ • Mar 18the Great Eastern Shipping Company Limited Announces Resignation of Ankit Dahanukar as Head (Internal Audit)The Great Eastern Shipping Company Limited announced that Mr. Ankit Dahanukar, Head (Internal Audit) of the Company, vide his email dated March 17, 2026, has tendered his resignation to pursue his career goals. He will be relieved from the services of the Company in due course.分析記事 • Feb 01Earnings Beat: The Great Eastern Shipping Company Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsIt's been a good week for The Great Eastern Shipping Company Limited ( NSE:GESHIP ) shareholders, because the company...Declared Dividend • Jan 31Third quarter dividend of ₹9.00 announcedShareholders will receive a dividend of ₹9.00. Ex-date: 4th February 2026 Payment date: 28th February 2026 Dividend yield will be 2.4%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 4.0% over the next 2 years. However, it would need to fall by 80% to increase the payout ratio to a potentially unsustainable range.分析記事 • Jan 31Great Eastern Shipping (NSE:GESHIP) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Jan 30Third quarter 2026 earnings: EPS exceeds analyst expectationsThird quarter 2026 results: EPS: ₹56.91 (up from ₹41.58 in 3Q 2025). Revenue: ₹14.5b (up 18% from 3Q 2025). Net income: ₹8.13b (up 37% from 3Q 2025). Profit margin: 56% (up from 48% in 3Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.7%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Oil and Gas industry in India. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.お知らせ • Jan 16The Great Eastern Shipping Company Limited to Report Q3, 2026 Results on Jan 29, 2026The Great Eastern Shipping Company Limited announced that they will report Q3, 2026 results on Jan 29, 2026分析記事 • Dec 02Is There An Opportunity With The Great Eastern Shipping Company Limited's (NSE:GESHIP) 49% Undervaluation?Key Insights The projected fair value for Great Eastern Shipping is ₹2,217 based on 2 Stage Free Cash Flow to Equity...分析記事 • Nov 12The Great Eastern Shipping Company Limited Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextIt's been a good week for The Great Eastern Shipping Company Limited ( NSE:GESHIP ) shareholders, because the company...Declared Dividend • Nov 10Second quarter dividend of ₹7.20 announcedShareholders will receive a dividend of ₹7.20. Ex-date: 13th November 2025 Payment date: 7th December 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 9.0% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 08Second quarter 2026 earnings: EPS exceeds analyst expectationsSecond quarter 2026 results: EPS: ₹40.72 (up from ₹40.32 in 2Q 2025). Revenue: ₹13.8b (up 2.0% from 2Q 2025). Net income: ₹5.81b (up 1.0% from 2Q 2025). Profit margin: 42% (in line with 2Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.1%. Revenue is forecast to grow 5.9% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Oil and Gas industry in India. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 28The Great Eastern Shipping Company Limited to Report Q2, 2026 Results between Nov 07, 2025 and Nov 08, 2025The Great Eastern Shipping Company Limited announced that they will report Q2, 2026 results between Nov 07, 2025 and Nov 08, 2025New Risk • Oct 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.分析記事 • Sep 16The Market Doesn't Like What It Sees From The Great Eastern Shipping Company Limited's (NSE:GESHIP) Earnings YetThe Great Eastern Shipping Company Limited's ( NSE:GESHIP ) price-to-earnings (or "P/E") ratio of 7x might make it look...分析記事 • Aug 03The Great Eastern Shipping Company Limited Just Recorded A 12% EPS Beat: Here's What Analysts Are Forecasting NextThe Great Eastern Shipping Company Limited ( NSE:GESHIP ) shareholders are probably feeling a little disappointed...Declared Dividend • Aug 02First quarter dividend of ₹7.20 announcedShareholders will receive a dividend of ₹7.20. Ex-date: 6th August 2025 Payment date: 30th August 2025 Dividend yield will be 3.0%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 7.2% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Jul 26Shareholders May Not Be So Generous With The Great Eastern Shipping Company Limited's (NSE:GESHIP) CEO Compensation And Here's WhyKey Insights Great Eastern Shipping's Annual General Meeting to take place on 1st of August Salary of ₹39.0m is part of...お知らせ • Jul 21The Great Eastern Shipping Company Limited to Report Q1, 2026 Results on Jul 31, 2025The Great Eastern Shipping Company Limited announced that they will report Q1, 2026 results on Jul 31, 2025Reported Earnings • Jul 10Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ₹164 (down from ₹183 in FY 2024). Revenue: ₹53.2b (up 1.3% from FY 2024). Net income: ₹23.4b (down 10% from FY 2024). Profit margin: 44% (down from 50% in FY 2024). Revenue missed analyst estimates by 7.8%. Earnings per share (EPS) also missed analyst estimates by 1.0%. Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Oil and Gas industry in India. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 06The Great Eastern Shipping Company Limited, Annual General Meeting, Aug 01, 2025The Great Eastern Shipping Company Limited, Annual General Meeting, Aug 01, 2025, at 15:00 Indian Standard Time.分析記事 • Jun 27Returns Are Gaining Momentum At Great Eastern Shipping (NSE:GESHIP)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • May 23Great Eastern Shipping's (NSE:GESHIP) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsDespite The Great Eastern Shipping Company Limited's ( NSE:GESHIP ) recent earnings report having lackluster headline...New Risk • May 17New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 7.1% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.New Risk • May 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.5% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 4.5% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Declared Dividend • May 12Fourth quarter dividend of ₹5.40 announcedShareholders will receive a dividend of ₹5.40. Ex-date: 15th May 2025 Payment date: 8th June 2025 Dividend yield will be 3.3%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (17% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 3.3% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 11Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ₹164 (down from ₹183 in FY 2024). Revenue: ₹61.6b (up 17% from FY 2024). Net income: ₹23.4b (down 10% from FY 2024). Profit margin: 38% (down from 50% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 7.8%. Earnings per share (EPS) also missed analyst estimates by 1.0%. Revenue is forecast to stay flat during the next 2 years compared to a 5.2% growth forecast for the Oil and Gas industry in India. Over the last 3 years on average, earnings per share has increased by 26% 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 • May 07The Great Eastern Shipping Company Limited to Report Q4, 2025 Results on May 09, 2025The Great Eastern Shipping Company Limited announced that they will report Q4, 2025 results on May 09, 2025分析記事 • May 01The Great Eastern Shipping Company Limited's (NSE:GESHIP) Business And Shares Still Trailing The MarketWith a price-to-earnings (or "P/E") ratio of 4.3x The Great Eastern Shipping Company Limited ( NSE:GESHIP ) may be...分析記事 • Mar 20If EPS Growth Is Important To You, Great Eastern Shipping (NSE:GESHIP) Presents An OpportunityInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...分析記事 • Feb 28Great Eastern Shipping (NSE:GESHIP) Shareholders Will Want The ROCE Trajectory To ContinueIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...Reported Earnings • Jan 29Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: ₹41.58 (up from ₹37.70 in 3Q 2024). Revenue: ₹15.0b (up 21% from 3Q 2024). Net income: ₹5.94b (up 10% from 3Q 2024). Profit margin: 40% (down from 43% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 25%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Oil and Gas industry in India. Over the last 3 years on average, earnings per share has increased by 38% per year whereas the company’s share price has increased by 43% per year.お知らせ • Jan 28+ 1 more updateThe Great Eastern Shipping Company Limited Appoints Amitabh Kumar as an Additional and Independent DirectorThe Great Eastern Shipping Company Limited at its board meeting held on January 28, 2025, appointed Mr. Amitabh Kumar as an Additional and Independent Director of the Company for a tenure of 5 years with effect from January 28, 2025. BA (Hons) & MA (Pol Sc), Hindu College, Delhi. MBA, Southern Cross Univ, Australia. Doctorate of Management (Honoris Causa), AMET Univ. Advanced Management, Maxwell School of Public Policy, Syracuse Univ. · Leadership and Change Management. Wharton Business School, USA. ADMINISTRATIVE EXPERIENCE: Principal Chief Commissioner of Income Tax, Mumbai (Secretary to GoI level), Director General Shipping, Government of India, Ministry of Ports Shipping & Waterways (April 07, 2019 to February 28, 2023) o Additional Director General of Shipping, Directorate General Shipping, Mumbai (September 15, 2015 to April 06, 2019) o Principal Commissioner of Income Tax, Vadodara, Income Tax department o Commissioner of Income Tax, CBDT, North Block, Delhi (2007-2015) o Director (Delhi), Ministry of Home Affairs, North Block, New Delhi, (1997- 2004) o Deputy Secretary (Delhi) & (A&N Islands), Ministry of Home Affairs o Assistant/Deputy Commissioner of Income Tax, Mumbai/Patna/Delhi Awards and Recognitions · G Files Governance Award, 2014 for exceptional contribution to public service · Finance Minister's Award 2011- Received 3 awards for exceptional contribution during the 150th year of Income Tax · Received 7 Certificates of Commendation from CBDT, Ministry of Finance from 2007 to 2014 · 5 Gold awards for my initiative `Taxpayers Lounge' by International Trade Fair Authority of India (2009- 2014) · Certificate of Recognition by the `Nautical Institute', London for contribution to Maritime Industry in management of Covid 19 pandemic. (2019). Certificate of Recognition by International Transport Workers Federation, London for management of Covid-19 and safe repatriation of seafarers (2019) · Doctorate of Management (Honoris Causa), AMET University (2020) ublications `Tax Return Preparer Scheme', BYOB, Penguin Publications. `Tax Return Preparer Scheme', "Fresh Fingerprints", Tata McGraw Hill `Let Us Share', a compilation of Best Practices in Income Tax Department, `Case Laws in favour of Revenue', Compilation of Case Laws. Articles in' ET Infra' and `The Hindu' Other Responsibilities held · Chairman, Seafarers Provident Fund Organization · Chairman, Seafarers Welfare Fund Society. Chairman, Maritime Training Trust · National Authority, Ship Recycling, Government of India. Member, National Shipping Board. Member of Court, Indian Maritime University · Member of Board, Jawaharlal Nehru Port Trust, Director of Board, Indian Registrar of Shipping, Director of Board, Shipping Corporation of India Land and Asset Management Ltd, Member in the Board of New Delhi Municipal Corporation Present Assignments: Chairman, Recruitment Board of Employee's State Insurance Corporation. Member, Board of Advisory, Samudra Institute of Maritime Studies. Managing Partner, A&L Advisory Hub LLP.分析記事 • Jan 28These 4 Measures Indicate That Great Eastern Shipping (NSE:GESHIP) Is Using Debt SafelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...お知らせ • Jan 15The Great Eastern Shipping Company Limited to Report Nine Months, 2025 Results on Jan 28, 2025The Great Eastern Shipping Company Limited announced that they will report nine months, 2025 results on Jan 28, 2025New Risk • Jan 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 16% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 16% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.分析記事 • Dec 10With EPS Growth And More, Great Eastern Shipping (NSE:GESHIP) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...分析記事 • Nov 21Great Eastern Shipping (NSE:GESHIP) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfDespite announcing strong earnings, The Great Eastern Shipping Company Limited's ( NSE:GESHIP ) stock was sluggish. We...お知らせ • Nov 15The Great Eastern Shipping Company Limited Appoints Kalpana Jaisingh Morparia as an Independent Non-Executive DirectorHSBC Holdings plc confirmed that Kalpana Jaisingh Morparia, a non-executive Director of HSBC, has been appointed as an independent non-executive Director of The Great Eastern Shipping Company Limited with effect from 14 November 2024.分析記事 • Nov 13Great Eastern Shipping (NSE:GESHIP) Will Pay A Dividend Of ₹7.20The Great Eastern Shipping Company Limited ( NSE:GESHIP ) will pay a dividend of ₹7.20 on the 7th of December. This...New Risk • Nov 12New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 7.4% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Declared Dividend • Nov 09Second quarter dividend of ₹7.20 announcedShareholders will receive a dividend of ₹7.20. Ex-date: 20th November 2024 Payment date: 4th December 2024 Dividend yield will be 2.8%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 21% over the next 3 years. However, it would need to fall by 90% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: ₹40.32 (vs ₹41.65 in 2Q 2024)Second quarter 2025 results: EPS: ₹40.32 (down from ₹41.65 in 2Q 2024). Revenue: ₹15.8b (up 28% from 2Q 2024). Net income: ₹5.76b (down 3.2% from 2Q 2024). Profit margin: 36% (down from 48% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Oil and Gas industry in India. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Oct 31Improved Earnings Required Before The Great Eastern Shipping Company Limited (NSE:GESHIP) Shares Find Their FeetThe Great Eastern Shipping Company Limited's ( NSE:GESHIP ) price-to-earnings (or "P/E") ratio of 6.4x might make it...お知らせ • Oct 24The Great Eastern Shipping Company Limited to Report Q2, 2025 Results on Nov 08, 2024The Great Eastern Shipping Company Limited announced that they will report Q2, 2025 results on Nov 08, 2024分析記事 • Oct 13Returns Are Gaining Momentum At Great Eastern Shipping (NSE:GESHIP)What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...Price Target Changed • Aug 05Price target increased by 12% to ₹1,601Up from ₹1,425, the current price target is an average from 2 analysts. New target price is 27% above last closing price of ₹1,261. Stock is up 63% over the past year. The company is forecast to post earnings per share of ₹230 for next year compared to ₹183 last year.分析記事 • Aug 05Great Eastern Shipping (NSE:GESHIP) Is Paying Out Less In Dividends Than Last YearThe Great Eastern Shipping Company Limited's ( NSE:GESHIP ) dividend is being reduced from last year's payment covering...Declared Dividend • Aug 03First quarter dividend of ₹9.00 announcedShareholders will receive a dividend of ₹9.00. Ex-date: 13th August 2024 Payment date: 31st August 2024 Dividend yield will be 2.4%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 18% over the next 3 years. However, it would need to fall by 82% to increase the payout ratio to a potentially unsustainable range.お知らせ • Aug 01The Great Eastern Shipping Company Limited Declares Interim Dividend, Payable on or After August 27, 2024The Great Eastern Shipping Company Limited at its Board meeting held on August 1, 2024, declared an interim dividend of INR 9 per share to the equity shareholders of the Company. The `Record Date' fixed for the purpose of ascertaining the shareholders eligible for receiving interim dividend is August 13, 2024. The interim dividend will be paid to the shareholders on or after August 27, 2024.分析記事 • Jul 29A Look At The Fair Value Of The Great Eastern Shipping Company Limited (NSE:GESHIP)Key Insights The projected fair value for Great Eastern Shipping is ₹1,128 based on 2 Stage Free Cash Flow to Equity...お知らせ • Jul 18The Great Eastern Shipping Company Limited to Report Q1, 2025 Results on Aug 01, 2024The Great Eastern Shipping Company Limited announced that they will report Q1, 2025 results on Aug 01, 2024New Risk • Jul 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 15% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 15% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Buy Or Sell Opportunity • Jul 15Now 21% undervaluedOver the last 90 days, the stock has risen 40% to ₹1,396. The fair value is estimated to be ₹1,765, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 56%.Reported Earnings • Jul 10Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: ₹183 (up from ₹180 in FY 2023). Revenue: ₹52.6b (down 7.6% from FY 2023). Net income: ₹26.1b (up 1.5% from FY 2023). Profit margin: 50% (up from 45% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 11%. Earnings per share (EPS) exceeded analyst estimates by 16%. Over the last 3 years on average, earnings per share has increased by 56% per year whereas the company’s share price has increased by 53% per year.お知らせ • Jul 06The Great Eastern Shipping Company Limited, Annual General Meeting, Aug 01, 2024The Great Eastern Shipping Company Limited, Annual General Meeting, Aug 01, 2024, at 15:00 Indian Standard Time.分析記事 • Jul 05The Great Eastern Shipping Company Limited (NSE:GESHIP) Surges 26% Yet Its Low P/E Is No Reason For ExcitementThe Great Eastern Shipping Company Limited ( NSE:GESHIP ) shareholders would be excited to see that the share price has...分析記事 • Jun 22Great Eastern Shipping (NSE:GESHIP) Is Experiencing Growth In Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹1,174, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Oil and Gas industry in India. Total returns to shareholders of 234% over the past three years.分析記事 • May 22Great Eastern Shipping (NSE:GESHIP) Strong Profits May Be Masking Some Underlying IssuesThe Great Eastern Shipping Company Limited's ( NSE:GESHIP ) healthy profit numbers didn't contain any surprises for...Declared Dividend • May 12Fourth quarter dividend of ₹10.80 announcedShareholders will receive a dividend of ₹10.80. Ex-date: 23rd May 2024 Payment date: 5th June 2024 Dividend yield will be 3.7%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 29% over the next 3 years. However, it would need to fall by 74% to increase the payout ratio to a potentially unsustainable range.分析記事 • May 12Lacklustre Performance Is Driving The Great Eastern Shipping Company Limited's (NSE:GESHIP) Low P/EWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") above 31x, you may consider The...Reported Earnings • May 11Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: ₹183 (up from ₹180 in FY 2023). Revenue: ₹59.2b (up 4.0% from FY 2023). Net income: ₹26.1b (up 1.5% from FY 2023). Profit margin: 44% (down from 45% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 11%. Earnings per share (EPS) exceeded analyst estimates by 16%. Revenue is expected to decline by 8.6% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in India are expected to grow by 5.7%. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.お知らせ • May 11+ 1 more updateThe Great Eastern Shipping Company Limited Declares 4th Interim Dividend, Payable on or After June 05, 2024The board of directors of The Great Eastern Shipping Company Limited meeting held on May 10, 2024, declared 4th interim dividend of INR 10.80 per share for the financial year ended March 31, 2024 to the equity shareholders of the Company. The `Record Date' fixed for the purpose of ascertaining the shareholders eligible for receiving interim dividend is May 23, 2024. The interim dividend will be paid to the shareholders on or after June 05, 2024.お知らせ • Apr 28The Great Eastern Shipping Company Limited to Report Fiscal Year 2024 Results on May 10, 2024The Great Eastern Shipping Company Limited announced that they will report fiscal year 2024 results on May 10, 2024分析記事 • Mar 27Estimating The Fair Value Of The Great Eastern Shipping Company Limited (NSE:GESHIP)Key Insights Using the 2 Stage Free Cash Flow to Equity, Great Eastern Shipping fair value estimate is ₹1,064 Great...分析記事 • Feb 23Great Eastern Shipping (NSE:GESHIP) Is Experiencing Growth In Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...分析記事 • Feb 06Just In: One Analyst Has Become A Lot More Bullish On The Great Eastern Shipping Company Limited's (NSE:GESHIP) EarningsThe Great Eastern Shipping Company Limited ( NSE:GESHIP ) shareholders will have a reason to smile today, with the...Upcoming Dividend • Feb 05Upcoming dividend of ₹6.30 per share at 3.7% yieldEligible shareholders must have bought the stock before 12 February 2024. Payment date: 01 March 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 3.7%. Within top quartile of Indian dividend payers (1.1%). Higher than average of industry peers (1.8%).Price Target Changed • Feb 01Price target increased by 31% to ₹1,230Up from ₹941, the current price target is an average from 2 analysts. New target price is 25% above last closing price of ₹988. Stock is up 55% over the past year. The company is forecast to post earnings per share of ₹153 for next year compared to ₹180 last year.Reported Earnings • Feb 01Third quarter 2024 earnings released: EPS: ₹37.70 (vs ₹43.93 in 3Q 2023)Third quarter 2024 results: EPS: ₹37.70 (down from ₹43.93 in 3Q 2023). Revenue: ₹14.0b (down 1.8% from 3Q 2023). Net income: ₹5.38b (down 14% from 3Q 2023). Profit margin: 39% (down from 44% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is expected to decline by 5.2% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in India are expected to grow by 6.0%. Over the last 3 years on average, earnings per share has increased by 58% per year whereas the company’s share price has increased by 56% per year.お知らせ • Jan 31The Great Eastern Shipping Company Limited Declares Interim Dividend, Payable on or After February 27, 2024The Great Eastern Shipping Company Limited announced that the Board of Directors at their meeting held on January 31, 2024, declared an interim dividend of INR 6.30 per share to the equity shareholders of the Company. The Record Date fixed for the purpose of ascertaining the shareholders eligible for receiving interim dividend is February 12, 2024. The interim dividend will be paid to the shareholders on or after February 27, 2024.分析記事 • Jan 26We Ran A Stock Scan For Earnings Growth And Great Eastern Shipping (NSE:GESHIP) Passed With EaseFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...お知らせ • Jan 19The Great Eastern Shipping Company Limited to Report Q3, 2024 Results on Jan 31, 2024The Great Eastern Shipping Company Limited announced that they will report Q3, 2024 results on Jan 31, 2024Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹998, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 8x in the Oil and Gas industry in India. Total returns to shareholders of 339% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹715 per share.分析記事 • Dec 20The Great Eastern Shipping Company Limited (NSE:GESHIP) Surges 26% Yet Its Low P/E Is No Reason For ExcitementThe Great Eastern Shipping Company Limited ( NSE:GESHIP ) shares have had a really impressive month, gaining 26% after...分析記事 • Nov 17There's Been No Shortage Of Growth Recently For Great Eastern Shipping's (NSE:GESHIP) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...Upcoming Dividend • Nov 01Upcoming dividend of ₹6.30 per share at 4.5% yieldEligible shareholders must have bought the stock before 08 November 2023. Payment date: 26 November 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (2.1%).Reported Earnings • Oct 29Second quarter 2024 earnings released: EPS: ₹41.65 (vs ₹53.85 in 2Q 2023)Second quarter 2024 results: EPS: ₹41.65 (down from ₹53.85 in 2Q 2023). Revenue: ₹14.6b (down 14% from 2Q 2023). Net income: ₹5.95b (down 23% from 2Q 2023). Profit margin: 41% (down from 45% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 19% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in India are expected to grow by 5.7%. Over the last 3 years on average, earnings per share has increased by 56% per year whereas the company’s share price has increased by 54% per year.お知らせ • Oct 28The Great Eastern Shipping Company Limited Declares an Interim Dividend to the Equity Shareholders, Payable on or After November 22, 2023The Great Eastern Shipping Company Limited declared an interim dividend of INR 6.30 per share to the equity shareholders of the Company. The `Record Date' fixed for the purpose of ascertaining the shareholders eligible for receiving interim dividend is November 08, 2023. The interim dividend will be paid to the shareholders on or after November 22, 2023.お知らせ • Oct 20The Great Eastern Shipping Company Limited to Report Q2, 2024 Results on Oct 27, 2023The Great Eastern Shipping Company Limited announced that they will report Q2, 2024 results on Oct 27, 2023お知らせ • Oct 06The Great Eastern Shipping Company Limited Announces Resignation of Anuj Garg, Joint Head Research Effective October 06, 2023The Great Eastern Shipping Company Limited announced the change in senior management personnel of the Company on account of resignation of Mr. Anuj Garg, Joint Head Research effective October 06, 2023.分析記事 • Sep 28Is Now The Time To Put Great Eastern Shipping (NSE:GESHIP) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...お知らせ • Sep 08The Great Eastern Shipping Company Limited Announces Re-Designation of Ankush Gupta as Chief Operating OfficerThe Great Eastern Shipping Company Limited announced that as a part of change in organization structure, Capt. Ankush Gupta, currently Head of Operations (Tankers), has been redesignated as `Chief OperatingOfficer' of the Company with effect from September 09, 2023. In this new role, he will bring together the operating functions to work with cohesion and synergy. Consequent to this change, Health, Safety, Environment and Quality (HSEQ), Tanker Operations, Technical, Fleet Personnel and Material Procurement Departments will report /continue to report to Capt. Ankush Gupta.分析記事 • Sep 08Great Eastern Shipping (NSE:GESHIP) Has A Rock Solid Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Upcoming Dividend • Aug 09Upcoming dividend of ₹12.90 per share at 4.8% yieldEligible shareholders must have bought the stock before 16 August 2023. Payment date: 02 September 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 4.8%. Within top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (2.0%).お知らせ • Aug 04The Great Eastern Shipping Company Limited Declares Special Dividend, Payable on or After August 29, 2023The board of directors of The Great Eastern Shipping Company Limited meeting held on August 3, 2023, declared an interim dividend of INR 12.90 per share to the equity shareholders of the Company. This includes special dividend of INR 7.50 per share to commemorate 75th anniversary of the Company. The `Record Date' fixed for the purpose of ascertaining the shareholders eligible for receiving interim dividend is August 16, 2023. The interim dividend will be paid to the shareholders on or after August 29, 2023.株主還元GESHIPIN Oil and GasIN 市場7D2.5%1.7%2.2%1Y50.7%-1.3%3.7%株主還元を見る業界別リターン: GESHIP過去 1 年間で-1.3 % の収益を上げたIndian Oil and Gas業界を上回りました。リターン対市場: GESHIP過去 1 年間で3.7 % の収益を上げたIndian市場を上回りました。価格変動Is GESHIP's price volatile compared to industry and market?GESHIP volatilityGESHIP Average Weekly Movement6.3%Oil and Gas Industry Average Movement5.3%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: GESHIP 、 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: GESHIPの 週次ボラティリティ ( 6% ) 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1948232Bharat Shethgreatship.comグレート・イースタン・シッピング・カンパニー・リミテッドは子会社を通じ、インド国内外での海運・海洋事業に従事している。同社は原油、石油製品、ガス、ドライバルク商品の輸送に携わっている。2024年3月31日現在、原油運搬船6隻、石油製品運搬船18隻、LPG運搬船4隻を含むタンカー28隻、ドライバルク運搬船14隻、総トン数336万重量トン、合計42隻の船舶を運航している。同社はまた、オフショア油田サービスも提供しており、オフショア供給船や移動式海洋掘削リグの所有および／または操業も行っている。同社は1948年に設立され、インドのムンバイを拠点としている。もっと見るThe Great Eastern Shipping Company Limited 基礎のまとめGreat Eastern Shipping の収益と売上を時価総額と比較するとどうか。GESHIP 基礎統計学時価総額₹200.55b収益（TTM）₹37.47b売上高(TTM)₹62.13b5.4xPER（株価収益率3.2xP/SレシオGESHIP 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GESHIP 損益計算書（TTM）収益₹62.13b売上原価₹20.71b売上総利益₹41.42bその他の費用₹3.95b収益₹37.47b直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）262.45グロス・マージン66.67%純利益率60.31%有利子負債／自己資本比率6.4%GESHIP 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2.5%現在の配当利回り16%配当性向GESHIP 配当は確実ですか？GESHIP 配当履歴とベンチマークを見るGESHIP 、いつまでに購入すれば配当金を受け取れますか？Great Eastern Shipping 配当日配当落ち日Aug 07 2026配当支払日Sep 02 2026配当落ちまでの日数1 day配当支払日までの日数27 daysGESHIP 配当は確実ですか？GESHIP 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/05 22:45終値2026/08/05 00:00収益2026/06/30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The Great Eastern Shipping Company Limited 2 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。15 アナリスト機関null null360 ONE Capital Market Private LimitedSiddharth Chauhan360 ONE Capital Market Private LimitedAshwin MehtaAmbit Capital12 その他のアナリストを表示
Reported Earnings • Aug 04First quarter 2027 earnings released: EPS: ₹91.68 (vs ₹35.34 in 1Q 2026)First quarter 2027 results: EPS: ₹91.68 (up from ₹35.34 in 1Q 2026). Revenue: ₹22.9b (up 90% from 1Q 2026). Net income: ₹13.1b (up 159% from 1Q 2026). Profit margin: 57% (up from 42% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is expected to decline by 4.7% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in India are expected to grow by 5.5%. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 23The Great Eastern Shipping Company Limited to Report Q1, 2027 Results on Aug 03, 2026The Great Eastern Shipping Company Limited announced that they will report Q1, 2027 results on Aug 03, 2026
お知らせ • Jul 07The Great Eastern Shipping Company Limited, Annual General Meeting, Aug 04, 2026The Great Eastern Shipping Company Limited, Annual General Meeting, Aug 04, 2026, at 15:00 Indian Standard Time.
分析記事 • May 22Great Eastern Shipping's (NSE:GESHIP) Solid Profits Have Weak FundamentalsThe Great Eastern Shipping Company Limited's ( NSE:GESHIP ) stock was strong after they recently reported robust...
Valuation Update With 7 Day Price Move • May 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹1,720, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Oil and Gas industry in India. Total returns to shareholders of 178% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹2,942 per share.
Reported Earnings • May 16Full year 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2026 results: EPS: ₹206 (up from ₹164 in FY 2025). Revenue: ₹63.1b (up 19% from FY 2025). Net income: ₹29.4b (up 26% from FY 2025). Profit margin: 47% (up from 44% in FY 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.8%. Earnings per share (EPS) exceeded analyst estimates by 36%. Revenue is expected to decline by 3.6% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in India are expected to grow by 6.3%. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 04First quarter 2027 earnings released: EPS: ₹91.68 (vs ₹35.34 in 1Q 2026)First quarter 2027 results: EPS: ₹91.68 (up from ₹35.34 in 1Q 2026). Revenue: ₹22.9b (up 90% from 1Q 2026). Net income: ₹13.1b (up 159% from 1Q 2026). Profit margin: 57% (up from 42% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is expected to decline by 4.7% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in India are expected to grow by 5.5%. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 23The Great Eastern Shipping Company Limited to Report Q1, 2027 Results on Aug 03, 2026The Great Eastern Shipping Company Limited announced that they will report Q1, 2027 results on Aug 03, 2026
お知らせ • Jul 07The Great Eastern Shipping Company Limited, Annual General Meeting, Aug 04, 2026The Great Eastern Shipping Company Limited, Annual General Meeting, Aug 04, 2026, at 15:00 Indian Standard Time.
分析記事 • May 22Great Eastern Shipping's (NSE:GESHIP) Solid Profits Have Weak FundamentalsThe Great Eastern Shipping Company Limited's ( NSE:GESHIP ) stock was strong after they recently reported robust...
Valuation Update With 7 Day Price Move • May 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹1,720, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Oil and Gas industry in India. Total returns to shareholders of 178% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹2,942 per share.
Reported Earnings • May 16Full year 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2026 results: EPS: ₹206 (up from ₹164 in FY 2025). Revenue: ₹63.1b (up 19% from FY 2025). Net income: ₹29.4b (up 26% from FY 2025). Profit margin: 47% (up from 44% in FY 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.8%. Earnings per share (EPS) exceeded analyst estimates by 36%. Revenue is expected to decline by 3.6% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in India are expected to grow by 6.3%. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.
Declared Dividend • May 16Fourth quarter dividend of ₹11.70 announcedShareholders will receive a dividend of ₹11.70. Ex-date: 20th May 2026 Payment date: 13th June 2026 Dividend yield will be 2.3%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (18% earnings payout ratio) and cash flows (88% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 22% over the next 3 years. However, it would need to fall by 80% to increase the payout ratio to a potentially unsustainable range.
お知らせ • May 01The Great Eastern Shipping Company Limited to Report Fiscal Year 2026 Results on May 14, 2026The Great Eastern Shipping Company Limited announced that they will report fiscal year 2026 results at 12:15 PM, Indian Standard Time on May 14, 2026
分析記事 • Apr 08News Flash: Analysts Just Made A Substantial Upgrade To Their The Great Eastern Shipping Company Limited (NSE:GESHIP) ForecastsShareholders in The Great Eastern Shipping Company Limited ( NSE:GESHIP ) may be thrilled to learn that the analysts...
お知らせ • Mar 18the Great Eastern Shipping Company Limited Announces Resignation of Ankit Dahanukar as Head (Internal Audit)The Great Eastern Shipping Company Limited announced that Mr. Ankit Dahanukar, Head (Internal Audit) of the Company, vide his email dated March 17, 2026, has tendered his resignation to pursue his career goals. He will be relieved from the services of the Company in due course.
分析記事 • Feb 01Earnings Beat: The Great Eastern Shipping Company Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsIt's been a good week for The Great Eastern Shipping Company Limited ( NSE:GESHIP ) shareholders, because the company...
Declared Dividend • Jan 31Third quarter dividend of ₹9.00 announcedShareholders will receive a dividend of ₹9.00. Ex-date: 4th February 2026 Payment date: 28th February 2026 Dividend yield will be 2.4%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 4.0% over the next 2 years. However, it would need to fall by 80% to increase the payout ratio to a potentially unsustainable range.
分析記事 • Jan 31Great Eastern Shipping (NSE:GESHIP) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Jan 30Third quarter 2026 earnings: EPS exceeds analyst expectationsThird quarter 2026 results: EPS: ₹56.91 (up from ₹41.58 in 3Q 2025). Revenue: ₹14.5b (up 18% from 3Q 2025). Net income: ₹8.13b (up 37% from 3Q 2025). Profit margin: 56% (up from 48% in 3Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.7%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Oil and Gas industry in India. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
お知らせ • Jan 16The Great Eastern Shipping Company Limited to Report Q3, 2026 Results on Jan 29, 2026The Great Eastern Shipping Company Limited announced that they will report Q3, 2026 results on Jan 29, 2026
分析記事 • Dec 02Is There An Opportunity With The Great Eastern Shipping Company Limited's (NSE:GESHIP) 49% Undervaluation?Key Insights The projected fair value for Great Eastern Shipping is ₹2,217 based on 2 Stage Free Cash Flow to Equity...
分析記事 • Nov 12The Great Eastern Shipping Company Limited Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextIt's been a good week for The Great Eastern Shipping Company Limited ( NSE:GESHIP ) shareholders, because the company...
Declared Dividend • Nov 10Second quarter dividend of ₹7.20 announcedShareholders will receive a dividend of ₹7.20. Ex-date: 13th November 2025 Payment date: 7th December 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 9.0% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 08Second quarter 2026 earnings: EPS exceeds analyst expectationsSecond quarter 2026 results: EPS: ₹40.72 (up from ₹40.32 in 2Q 2025). Revenue: ₹13.8b (up 2.0% from 2Q 2025). Net income: ₹5.81b (up 1.0% from 2Q 2025). Profit margin: 42% (in line with 2Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.1%. Revenue is forecast to grow 5.9% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Oil and Gas industry in India. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 28The Great Eastern Shipping Company Limited to Report Q2, 2026 Results between Nov 07, 2025 and Nov 08, 2025The Great Eastern Shipping Company Limited announced that they will report Q2, 2026 results between Nov 07, 2025 and Nov 08, 2025
New Risk • Oct 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
分析記事 • Sep 16The Market Doesn't Like What It Sees From The Great Eastern Shipping Company Limited's (NSE:GESHIP) Earnings YetThe Great Eastern Shipping Company Limited's ( NSE:GESHIP ) price-to-earnings (or "P/E") ratio of 7x might make it look...
分析記事 • Aug 03The Great Eastern Shipping Company Limited Just Recorded A 12% EPS Beat: Here's What Analysts Are Forecasting NextThe Great Eastern Shipping Company Limited ( NSE:GESHIP ) shareholders are probably feeling a little disappointed...
Declared Dividend • Aug 02First quarter dividend of ₹7.20 announcedShareholders will receive a dividend of ₹7.20. Ex-date: 6th August 2025 Payment date: 30th August 2025 Dividend yield will be 3.0%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 7.2% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Jul 26Shareholders May Not Be So Generous With The Great Eastern Shipping Company Limited's (NSE:GESHIP) CEO Compensation And Here's WhyKey Insights Great Eastern Shipping's Annual General Meeting to take place on 1st of August Salary of ₹39.0m is part of...
お知らせ • Jul 21The Great Eastern Shipping Company Limited to Report Q1, 2026 Results on Jul 31, 2025The Great Eastern Shipping Company Limited announced that they will report Q1, 2026 results on Jul 31, 2025
Reported Earnings • Jul 10Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ₹164 (down from ₹183 in FY 2024). Revenue: ₹53.2b (up 1.3% from FY 2024). Net income: ₹23.4b (down 10% from FY 2024). Profit margin: 44% (down from 50% in FY 2024). Revenue missed analyst estimates by 7.8%. Earnings per share (EPS) also missed analyst estimates by 1.0%. Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Oil and Gas industry in India. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 06The Great Eastern Shipping Company Limited, Annual General Meeting, Aug 01, 2025The Great Eastern Shipping Company Limited, Annual General Meeting, Aug 01, 2025, at 15:00 Indian Standard Time.
分析記事 • Jun 27Returns Are Gaining Momentum At Great Eastern Shipping (NSE:GESHIP)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • May 23Great Eastern Shipping's (NSE:GESHIP) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsDespite The Great Eastern Shipping Company Limited's ( NSE:GESHIP ) recent earnings report having lackluster headline...
New Risk • May 17New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 7.1% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
New Risk • May 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.5% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 4.5% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Declared Dividend • May 12Fourth quarter dividend of ₹5.40 announcedShareholders will receive a dividend of ₹5.40. Ex-date: 15th May 2025 Payment date: 8th June 2025 Dividend yield will be 3.3%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (17% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 3.3% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 11Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ₹164 (down from ₹183 in FY 2024). Revenue: ₹61.6b (up 17% from FY 2024). Net income: ₹23.4b (down 10% from FY 2024). Profit margin: 38% (down from 50% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 7.8%. Earnings per share (EPS) also missed analyst estimates by 1.0%. Revenue is forecast to stay flat during the next 2 years compared to a 5.2% growth forecast for the Oil and Gas industry in India. Over the last 3 years on average, earnings per share has increased by 26% 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 • May 07The Great Eastern Shipping Company Limited to Report Q4, 2025 Results on May 09, 2025The Great Eastern Shipping Company Limited announced that they will report Q4, 2025 results on May 09, 2025
分析記事 • May 01The Great Eastern Shipping Company Limited's (NSE:GESHIP) Business And Shares Still Trailing The MarketWith a price-to-earnings (or "P/E") ratio of 4.3x The Great Eastern Shipping Company Limited ( NSE:GESHIP ) may be...
分析記事 • Mar 20If EPS Growth Is Important To You, Great Eastern Shipping (NSE:GESHIP) Presents An OpportunityInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 • Feb 28Great Eastern Shipping (NSE:GESHIP) Shareholders Will Want The ROCE Trajectory To ContinueIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
Reported Earnings • Jan 29Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: ₹41.58 (up from ₹37.70 in 3Q 2024). Revenue: ₹15.0b (up 21% from 3Q 2024). Net income: ₹5.94b (up 10% from 3Q 2024). Profit margin: 40% (down from 43% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 25%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Oil and Gas industry in India. Over the last 3 years on average, earnings per share has increased by 38% per year whereas the company’s share price has increased by 43% per year.
お知らせ • Jan 28+ 1 more updateThe Great Eastern Shipping Company Limited Appoints Amitabh Kumar as an Additional and Independent DirectorThe Great Eastern Shipping Company Limited at its board meeting held on January 28, 2025, appointed Mr. Amitabh Kumar as an Additional and Independent Director of the Company for a tenure of 5 years with effect from January 28, 2025. BA (Hons) & MA (Pol Sc), Hindu College, Delhi. MBA, Southern Cross Univ, Australia. Doctorate of Management (Honoris Causa), AMET Univ. Advanced Management, Maxwell School of Public Policy, Syracuse Univ. · Leadership and Change Management. Wharton Business School, USA. ADMINISTRATIVE EXPERIENCE: Principal Chief Commissioner of Income Tax, Mumbai (Secretary to GoI level), Director General Shipping, Government of India, Ministry of Ports Shipping & Waterways (April 07, 2019 to February 28, 2023) o Additional Director General of Shipping, Directorate General Shipping, Mumbai (September 15, 2015 to April 06, 2019) o Principal Commissioner of Income Tax, Vadodara, Income Tax department o Commissioner of Income Tax, CBDT, North Block, Delhi (2007-2015) o Director (Delhi), Ministry of Home Affairs, North Block, New Delhi, (1997- 2004) o Deputy Secretary (Delhi) & (A&N Islands), Ministry of Home Affairs o Assistant/Deputy Commissioner of Income Tax, Mumbai/Patna/Delhi Awards and Recognitions · G Files Governance Award, 2014 for exceptional contribution to public service · Finance Minister's Award 2011- Received 3 awards for exceptional contribution during the 150th year of Income Tax · Received 7 Certificates of Commendation from CBDT, Ministry of Finance from 2007 to 2014 · 5 Gold awards for my initiative `Taxpayers Lounge' by International Trade Fair Authority of India (2009- 2014) · Certificate of Recognition by the `Nautical Institute', London for contribution to Maritime Industry in management of Covid 19 pandemic. (2019). Certificate of Recognition by International Transport Workers Federation, London for management of Covid-19 and safe repatriation of seafarers (2019) · Doctorate of Management (Honoris Causa), AMET University (2020) ublications `Tax Return Preparer Scheme', BYOB, Penguin Publications. `Tax Return Preparer Scheme', "Fresh Fingerprints", Tata McGraw Hill `Let Us Share', a compilation of Best Practices in Income Tax Department, `Case Laws in favour of Revenue', Compilation of Case Laws. Articles in' ET Infra' and `The Hindu' Other Responsibilities held · Chairman, Seafarers Provident Fund Organization · Chairman, Seafarers Welfare Fund Society. Chairman, Maritime Training Trust · National Authority, Ship Recycling, Government of India. Member, National Shipping Board. Member of Court, Indian Maritime University · Member of Board, Jawaharlal Nehru Port Trust, Director of Board, Indian Registrar of Shipping, Director of Board, Shipping Corporation of India Land and Asset Management Ltd, Member in the Board of New Delhi Municipal Corporation Present Assignments: Chairman, Recruitment Board of Employee's State Insurance Corporation. Member, Board of Advisory, Samudra Institute of Maritime Studies. Managing Partner, A&L Advisory Hub LLP.
分析記事 • Jan 28These 4 Measures Indicate That Great Eastern Shipping (NSE:GESHIP) Is Using Debt SafelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
お知らせ • Jan 15The Great Eastern Shipping Company Limited to Report Nine Months, 2025 Results on Jan 28, 2025The Great Eastern Shipping Company Limited announced that they will report nine months, 2025 results on Jan 28, 2025
New Risk • Jan 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 16% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 16% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
分析記事 • Dec 10With EPS Growth And More, Great Eastern Shipping (NSE:GESHIP) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 • Nov 21Great Eastern Shipping (NSE:GESHIP) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfDespite announcing strong earnings, The Great Eastern Shipping Company Limited's ( NSE:GESHIP ) stock was sluggish. We...
お知らせ • Nov 15The Great Eastern Shipping Company Limited Appoints Kalpana Jaisingh Morparia as an Independent Non-Executive DirectorHSBC Holdings plc confirmed that Kalpana Jaisingh Morparia, a non-executive Director of HSBC, has been appointed as an independent non-executive Director of The Great Eastern Shipping Company Limited with effect from 14 November 2024.
分析記事 • Nov 13Great Eastern Shipping (NSE:GESHIP) Will Pay A Dividend Of ₹7.20The Great Eastern Shipping Company Limited ( NSE:GESHIP ) will pay a dividend of ₹7.20 on the 7th of December. This...
New Risk • Nov 12New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 7.4% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Declared Dividend • Nov 09Second quarter dividend of ₹7.20 announcedShareholders will receive a dividend of ₹7.20. Ex-date: 20th November 2024 Payment date: 4th December 2024 Dividend yield will be 2.8%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 21% over the next 3 years. However, it would need to fall by 90% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: ₹40.32 (vs ₹41.65 in 2Q 2024)Second quarter 2025 results: EPS: ₹40.32 (down from ₹41.65 in 2Q 2024). Revenue: ₹15.8b (up 28% from 2Q 2024). Net income: ₹5.76b (down 3.2% from 2Q 2024). Profit margin: 36% (down from 48% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Oil and Gas industry in India. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Oct 31Improved Earnings Required Before The Great Eastern Shipping Company Limited (NSE:GESHIP) Shares Find Their FeetThe Great Eastern Shipping Company Limited's ( NSE:GESHIP ) price-to-earnings (or "P/E") ratio of 6.4x might make it...
お知らせ • Oct 24The Great Eastern Shipping Company Limited to Report Q2, 2025 Results on Nov 08, 2024The Great Eastern Shipping Company Limited announced that they will report Q2, 2025 results on Nov 08, 2024
分析記事 • Oct 13Returns Are Gaining Momentum At Great Eastern Shipping (NSE:GESHIP)What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Price Target Changed • Aug 05Price target increased by 12% to ₹1,601Up from ₹1,425, the current price target is an average from 2 analysts. New target price is 27% above last closing price of ₹1,261. Stock is up 63% over the past year. The company is forecast to post earnings per share of ₹230 for next year compared to ₹183 last year.
分析記事 • Aug 05Great Eastern Shipping (NSE:GESHIP) Is Paying Out Less In Dividends Than Last YearThe Great Eastern Shipping Company Limited's ( NSE:GESHIP ) dividend is being reduced from last year's payment covering...
Declared Dividend • Aug 03First quarter dividend of ₹9.00 announcedShareholders will receive a dividend of ₹9.00. Ex-date: 13th August 2024 Payment date: 31st August 2024 Dividend yield will be 2.4%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 18% over the next 3 years. However, it would need to fall by 82% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Aug 01The Great Eastern Shipping Company Limited Declares Interim Dividend, Payable on or After August 27, 2024The Great Eastern Shipping Company Limited at its Board meeting held on August 1, 2024, declared an interim dividend of INR 9 per share to the equity shareholders of the Company. The `Record Date' fixed for the purpose of ascertaining the shareholders eligible for receiving interim dividend is August 13, 2024. The interim dividend will be paid to the shareholders on or after August 27, 2024.
分析記事 • Jul 29A Look At The Fair Value Of The Great Eastern Shipping Company Limited (NSE:GESHIP)Key Insights The projected fair value for Great Eastern Shipping is ₹1,128 based on 2 Stage Free Cash Flow to Equity...
お知らせ • Jul 18The Great Eastern Shipping Company Limited to Report Q1, 2025 Results on Aug 01, 2024The Great Eastern Shipping Company Limited announced that they will report Q1, 2025 results on Aug 01, 2024
New Risk • Jul 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 15% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 15% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Buy Or Sell Opportunity • Jul 15Now 21% undervaluedOver the last 90 days, the stock has risen 40% to ₹1,396. The fair value is estimated to be ₹1,765, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 56%.
Reported Earnings • Jul 10Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: ₹183 (up from ₹180 in FY 2023). Revenue: ₹52.6b (down 7.6% from FY 2023). Net income: ₹26.1b (up 1.5% from FY 2023). Profit margin: 50% (up from 45% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 11%. Earnings per share (EPS) exceeded analyst estimates by 16%. Over the last 3 years on average, earnings per share has increased by 56% per year whereas the company’s share price has increased by 53% per year.
お知らせ • Jul 06The Great Eastern Shipping Company Limited, Annual General Meeting, Aug 01, 2024The Great Eastern Shipping Company Limited, Annual General Meeting, Aug 01, 2024, at 15:00 Indian Standard Time.
分析記事 • Jul 05The Great Eastern Shipping Company Limited (NSE:GESHIP) Surges 26% Yet Its Low P/E Is No Reason For ExcitementThe Great Eastern Shipping Company Limited ( NSE:GESHIP ) shareholders would be excited to see that the share price has...
分析記事 • Jun 22Great Eastern Shipping (NSE:GESHIP) Is Experiencing Growth In Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹1,174, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Oil and Gas industry in India. Total returns to shareholders of 234% over the past three years.
分析記事 • May 22Great Eastern Shipping (NSE:GESHIP) Strong Profits May Be Masking Some Underlying IssuesThe Great Eastern Shipping Company Limited's ( NSE:GESHIP ) healthy profit numbers didn't contain any surprises for...
Declared Dividend • May 12Fourth quarter dividend of ₹10.80 announcedShareholders will receive a dividend of ₹10.80. Ex-date: 23rd May 2024 Payment date: 5th June 2024 Dividend yield will be 3.7%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 29% over the next 3 years. However, it would need to fall by 74% to increase the payout ratio to a potentially unsustainable range.
分析記事 • May 12Lacklustre Performance Is Driving The Great Eastern Shipping Company Limited's (NSE:GESHIP) Low P/EWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") above 31x, you may consider The...
Reported Earnings • May 11Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: ₹183 (up from ₹180 in FY 2023). Revenue: ₹59.2b (up 4.0% from FY 2023). Net income: ₹26.1b (up 1.5% from FY 2023). Profit margin: 44% (down from 45% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 11%. Earnings per share (EPS) exceeded analyst estimates by 16%. Revenue is expected to decline by 8.6% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in India are expected to grow by 5.7%. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
お知らせ • May 11+ 1 more updateThe Great Eastern Shipping Company Limited Declares 4th Interim Dividend, Payable on or After June 05, 2024The board of directors of The Great Eastern Shipping Company Limited meeting held on May 10, 2024, declared 4th interim dividend of INR 10.80 per share for the financial year ended March 31, 2024 to the equity shareholders of the Company. The `Record Date' fixed for the purpose of ascertaining the shareholders eligible for receiving interim dividend is May 23, 2024. The interim dividend will be paid to the shareholders on or after June 05, 2024.
お知らせ • Apr 28The Great Eastern Shipping Company Limited to Report Fiscal Year 2024 Results on May 10, 2024The Great Eastern Shipping Company Limited announced that they will report fiscal year 2024 results on May 10, 2024
分析記事 • Mar 27Estimating The Fair Value Of The Great Eastern Shipping Company Limited (NSE:GESHIP)Key Insights Using the 2 Stage Free Cash Flow to Equity, Great Eastern Shipping fair value estimate is ₹1,064 Great...
分析記事 • Feb 23Great Eastern Shipping (NSE:GESHIP) Is Experiencing Growth In Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
分析記事 • Feb 06Just In: One Analyst Has Become A Lot More Bullish On The Great Eastern Shipping Company Limited's (NSE:GESHIP) EarningsThe Great Eastern Shipping Company Limited ( NSE:GESHIP ) shareholders will have a reason to smile today, with the...
Upcoming Dividend • Feb 05Upcoming dividend of ₹6.30 per share at 3.7% yieldEligible shareholders must have bought the stock before 12 February 2024. Payment date: 01 March 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 3.7%. Within top quartile of Indian dividend payers (1.1%). Higher than average of industry peers (1.8%).
Price Target Changed • Feb 01Price target increased by 31% to ₹1,230Up from ₹941, the current price target is an average from 2 analysts. New target price is 25% above last closing price of ₹988. Stock is up 55% over the past year. The company is forecast to post earnings per share of ₹153 for next year compared to ₹180 last year.
Reported Earnings • Feb 01Third quarter 2024 earnings released: EPS: ₹37.70 (vs ₹43.93 in 3Q 2023)Third quarter 2024 results: EPS: ₹37.70 (down from ₹43.93 in 3Q 2023). Revenue: ₹14.0b (down 1.8% from 3Q 2023). Net income: ₹5.38b (down 14% from 3Q 2023). Profit margin: 39% (down from 44% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is expected to decline by 5.2% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in India are expected to grow by 6.0%. Over the last 3 years on average, earnings per share has increased by 58% per year whereas the company’s share price has increased by 56% per year.
お知らせ • Jan 31The Great Eastern Shipping Company Limited Declares Interim Dividend, Payable on or After February 27, 2024The Great Eastern Shipping Company Limited announced that the Board of Directors at their meeting held on January 31, 2024, declared an interim dividend of INR 6.30 per share to the equity shareholders of the Company. The Record Date fixed for the purpose of ascertaining the shareholders eligible for receiving interim dividend is February 12, 2024. The interim dividend will be paid to the shareholders on or after February 27, 2024.
分析記事 • Jan 26We Ran A Stock Scan For Earnings Growth And Great Eastern Shipping (NSE:GESHIP) Passed With EaseFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
お知らせ • Jan 19The Great Eastern Shipping Company Limited to Report Q3, 2024 Results on Jan 31, 2024The Great Eastern Shipping Company Limited announced that they will report Q3, 2024 results on Jan 31, 2024
Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹998, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 8x in the Oil and Gas industry in India. Total returns to shareholders of 339% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹715 per share.
分析記事 • Dec 20The Great Eastern Shipping Company Limited (NSE:GESHIP) Surges 26% Yet Its Low P/E Is No Reason For ExcitementThe Great Eastern Shipping Company Limited ( NSE:GESHIP ) shares have had a really impressive month, gaining 26% after...
分析記事 • Nov 17There's Been No Shortage Of Growth Recently For Great Eastern Shipping's (NSE:GESHIP) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
Upcoming Dividend • Nov 01Upcoming dividend of ₹6.30 per share at 4.5% yieldEligible shareholders must have bought the stock before 08 November 2023. Payment date: 26 November 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (2.1%).
Reported Earnings • Oct 29Second quarter 2024 earnings released: EPS: ₹41.65 (vs ₹53.85 in 2Q 2023)Second quarter 2024 results: EPS: ₹41.65 (down from ₹53.85 in 2Q 2023). Revenue: ₹14.6b (down 14% from 2Q 2023). Net income: ₹5.95b (down 23% from 2Q 2023). Profit margin: 41% (down from 45% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 19% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in India are expected to grow by 5.7%. Over the last 3 years on average, earnings per share has increased by 56% per year whereas the company’s share price has increased by 54% per year.
お知らせ • Oct 28The Great Eastern Shipping Company Limited Declares an Interim Dividend to the Equity Shareholders, Payable on or After November 22, 2023The Great Eastern Shipping Company Limited declared an interim dividend of INR 6.30 per share to the equity shareholders of the Company. The `Record Date' fixed for the purpose of ascertaining the shareholders eligible for receiving interim dividend is November 08, 2023. The interim dividend will be paid to the shareholders on or after November 22, 2023.
お知らせ • Oct 20The Great Eastern Shipping Company Limited to Report Q2, 2024 Results on Oct 27, 2023The Great Eastern Shipping Company Limited announced that they will report Q2, 2024 results on Oct 27, 2023
お知らせ • Oct 06The Great Eastern Shipping Company Limited Announces Resignation of Anuj Garg, Joint Head Research Effective October 06, 2023The Great Eastern Shipping Company Limited announced the change in senior management personnel of the Company on account of resignation of Mr. Anuj Garg, Joint Head Research effective October 06, 2023.
分析記事 • Sep 28Is Now The Time To Put Great Eastern Shipping (NSE:GESHIP) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
お知らせ • Sep 08The Great Eastern Shipping Company Limited Announces Re-Designation of Ankush Gupta as Chief Operating OfficerThe Great Eastern Shipping Company Limited announced that as a part of change in organization structure, Capt. Ankush Gupta, currently Head of Operations (Tankers), has been redesignated as `Chief OperatingOfficer' of the Company with effect from September 09, 2023. In this new role, he will bring together the operating functions to work with cohesion and synergy. Consequent to this change, Health, Safety, Environment and Quality (HSEQ), Tanker Operations, Technical, Fleet Personnel and Material Procurement Departments will report /continue to report to Capt. Ankush Gupta.
分析記事 • Sep 08Great Eastern Shipping (NSE:GESHIP) Has A Rock Solid Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Upcoming Dividend • Aug 09Upcoming dividend of ₹12.90 per share at 4.8% yieldEligible shareholders must have bought the stock before 16 August 2023. Payment date: 02 September 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 4.8%. Within top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (2.0%).
お知らせ • Aug 04The Great Eastern Shipping Company Limited Declares Special Dividend, Payable on or After August 29, 2023The board of directors of The Great Eastern Shipping Company Limited meeting held on August 3, 2023, declared an interim dividend of INR 12.90 per share to the equity shareholders of the Company. This includes special dividend of INR 7.50 per share to commemorate 75th anniversary of the Company. The `Record Date' fixed for the purpose of ascertaining the shareholders eligible for receiving interim dividend is August 16, 2023. The interim dividend will be paid to the shareholders on or after August 29, 2023.
