View ValuationJindal Saw 将来の成長Future 基準チェック /36Jindal Saw利益と収益がそれぞれ年間25.5%と9.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に10.8% 25.2%なると予測されています。主要情報25.5%収益成長率25.21%EPS成長率Metals and Mining 収益成長17.2%収益成長率9.2%将来の株主資本利益率10.80%アナリストカバレッジLow最終更新日29 Apr 2026今後の成長に関する最新情報Price Target Changed • Apr 30Price target increased by 20% to ₹314Up from ₹263, the current price target is an average from 2 analysts. New target price is 41% above last closing price of ₹223. Stock is down 10% over the past year. The company is forecast to post earnings per share of ₹15.60 for next year compared to ₹15.27 last year.Price Target Changed • Aug 14Price target decreased by 18% to ₹325Down from ₹396, the current price target is an average from 3 analysts. New target price is 63% above last closing price of ₹199. Stock is down 36% over the past year. The company is forecast to post earnings per share of ₹26.33 for next year compared to ₹27.31 last year.Price Target Changed • Jan 29Price target decreased by 8.7% to ₹412Down from ₹451, the current price target is an average from 3 analysts. New target price is 67% above last closing price of ₹247. Stock is down 5.3% over the past year. The company is forecast to post earnings per share of ₹31.15 for next year compared to ₹26.38 last year.Price Target Changed • Aug 01Price target increased by 8.6% to ₹871Up from ₹802, the current price target is an average from 2 analysts. New target price is 35% above last closing price of ₹646. Stock is up 101% over the past year. The company is forecast to post earnings per share of ₹57.05 for next year compared to ₹52.75 last year.Major Estimate Revision • May 14Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from ₹212.8b to ₹232.6b. EPS estimate increased from ₹46.75 to ₹55.65 per share. Net income forecast to grow 6.1% next year vs 28% growth forecast for Metals and Mining industry in India. Consensus price target up from ₹591 to ₹802. Share price fell 7.8% to ₹524 over the past week.Major Estimate Revision • Jan 23Consensus EPS estimates increase by 36%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ₹198.8b to ₹211.1b. EPS estimate increased from ₹38.50 to ₹52.55 per share. Net income forecast to grow 1.1% next year vs 29% growth forecast for Metals and Mining industry in India. Consensus price target up from ₹466 to ₹591. Share price fell 8.4% to ₹475 over the past week.すべての更新を表示Recent updatesUpcoming Dividend • May 15Upcoming dividend of ₹2.00 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 28 June 2026. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (1.5%).お知らせ • May 07+ 3 more updatesJindal Saw Limited to Report Fiscal Year 2027 Results on May 30, 2027Jindal Saw Limited announced that they will report fiscal year 2027 results on May 30, 2027Price Target Changed • Apr 30Price target increased by 20% to ₹314Up from ₹263, the current price target is an average from 2 analysts. New target price is 41% above last closing price of ₹223. Stock is down 10% over the past year. The company is forecast to post earnings per share of ₹15.60 for next year compared to ₹15.27 last year.Reported Earnings • Apr 29Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: ₹15.27 (down from ₹27.31 in FY 2025). Revenue: ₹179.9b (down 14% from FY 2025). Net income: ₹9.73b (down 44% from FY 2025). Profit margin: 5.4% (down from 8.3% in FY 2025). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) also missed analyst estimates by 15%. Revenue is forecast to grow 9.0% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 28Jindal Saw Limited, Annual General Meeting, May 29, 2026Jindal Saw Limited, Annual General Meeting, May 29, 2026, at 11:30 Indian Standard Time.お知らせ • Apr 20Jindal Saw Limited to Report Q4, 2026 Results on Apr 27, 2026Jindal Saw Limited announced that they will report Q4, 2026 results at 12:08 PM, Indian Standard Time on Apr 27, 2026Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹237, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 18x in the Metals and Mining industry in India. Total returns to shareholders of 206% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹136 per share.New Risk • Mar 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (147% cash payout ratio). Share price has been volatile over the past 3 months (7.2% average weekly change). Profit margins are more than 30% lower than last year (6.1% net profit margin).Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹198, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Metals and Mining industry in India. Total returns to shareholders of 161% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹137 per share.Buy Or Sell Opportunity • Mar 10Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 3.6% to ₹166. The fair value is estimated to be ₹136, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 32% in the next 2 years.Reported Earnings • Jan 17Third quarter 2026 earnings released: EPS: ₹4.05 (vs ₹7.96 in 3Q 2025)Third quarter 2026 results: EPS: ₹4.05 (down from ₹7.96 in 3Q 2025). Revenue: ₹49.6b (down 5.8% from 3Q 2025). Net income: ₹2.58b (down 49% from 3Q 2025). Profit margin: 5.2% (down from 9.6% in 3Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 09Jindal Saw Limited to Report Q3, 2026 Results on Jan 16, 2026Jindal Saw Limited announced that they will report Q3, 2026 results on Jan 16, 2026Buy Or Sell Opportunity • Oct 21Now 20% overvaluedOver the last 90 days, the stock has fallen 16% to ₹191. The fair value is estimated to be ₹159, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has grown by 38%. Revenue is forecast to grow by 7.9% in a year. Earnings are forecast to grow by 20% in the next year.Reported Earnings • Oct 19Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: ₹2.38 (down from ₹7.85 in 2Q 2025). Revenue: ₹42.3b (down 24% from 2Q 2025). Net income: ₹1.52b (down 70% from 2Q 2025). Profit margin: 3.6% (down from 9.0% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 18%. Earnings per share (EPS) missed analyst estimates by 47%. Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 69% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 08Jindal Saw Limited to Report Q2, 2026 Results on Oct 17, 2025Jindal Saw Limited announced that they will report Q2, 2026 results on Oct 17, 2025Buy Or Sell Opportunity • Sep 03Now 22% overvaluedOver the last 90 days, the stock has fallen 2.7% to ₹210. The fair value is estimated to be ₹171, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 51%. Revenue is forecast to grow by 5.0% in a year. Earnings are forecast to grow by 1.8% in the next year.Buy Or Sell Opportunity • Aug 19Now 21% overvaluedOver the last 90 days, the stock has fallen 2.5% to ₹206. The fair value is estimated to be ₹170, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 51%. Revenue is forecast to grow by 5.0% in a year. Earnings are forecast to grow by 1.8% in the next year.Price Target Changed • Aug 14Price target decreased by 18% to ₹325Down from ₹396, the current price target is an average from 3 analysts. New target price is 63% above last closing price of ₹199. Stock is down 36% over the past year. The company is forecast to post earnings per share of ₹26.33 for next year compared to ₹27.31 last year.Reported Earnings • Aug 06First quarter 2026 earnings released: EPS: ₹6.66 (vs ₹6.93 in 1Q 2025)First quarter 2026 results: EPS: ₹6.66 (down from ₹6.93 in 1Q 2025). Revenue: ₹41.0b (down 17% from 1Q 2025). Net income: ₹4.24b (down 3.9% from 1Q 2025). Profit margin: 10% (up from 8.9% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has increased by 71% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 25Jindal Saw Limited to Report Q1, 2026 Results on Aug 05, 2025Jindal Saw Limited announced that they will report Q1, 2026 results on Aug 05, 2025Buy Or Sell Opportunity • Jun 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to ₹232. The fair value is estimated to be ₹291, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 59%. Revenue is forecast to grow by 9.7% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.Valuation Update With 7 Day Price Move • Jun 10Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹248, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 19x in the Metals and Mining industry in India. Total returns to shareholders of 535% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹286 per share.Upcoming Dividend • May 29Upcoming dividend of ₹2.00 per shareEligible shareholders must have bought the stock before 05 June 2025. Payment date: 12 July 2025. Payout ratio is a comfortable 7.3% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (2.9%).Valuation Update With 7 Day Price Move • May 09Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₹202, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 15x in the Metals and Mining industry in India. Total returns to shareholders of 423% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹279 per share.Buy Or Sell Opportunity • May 07Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to ₹220. The fair value is estimated to be ₹282, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 59%. Revenue is forecast to grow by 9.7% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.Declared Dividend • May 05Dividend of ₹2.00 announcedShareholders will receive a dividend of ₹2.00. Ex-date: 5th June 2025 Payment date: 12th July 2025 Dividend yield will be 0.8%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (7% earnings payout ratio) and cash flows (10% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 35% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 03Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ₹27.31 (up from ₹26.38 in FY 2024). Revenue: ₹209.5b (flat on FY 2024). Net income: ₹17.4b (up 3.7% from FY 2024). Profit margin: 8.3% (up from 8.0% in FY 2024). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 4.1% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has increased by 76% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 02Jindal Saw Limited, Annual General Meeting, Jun 12, 2025Jindal Saw Limited, Annual General Meeting, Jun 12, 2025, at 11:00 Indian Standard Time.お知らせ • Apr 25Jindal Saw Limited to Report Q4, 2025 Results on May 02, 2025Jindal Saw Limited announced that they will report Q4, 2025 results on May 02, 2025New Risk • Mar 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (47% net debt to equity). Share price has been volatile over the past 3 months (8.1% average weekly change).Price Target Changed • Jan 29Price target decreased by 8.7% to ₹412Down from ₹451, the current price target is an average from 3 analysts. New target price is 67% above last closing price of ₹247. Stock is down 5.3% over the past year. The company is forecast to post earnings per share of ₹31.15 for next year compared to ₹26.38 last year.Reported Earnings • Jan 25Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: ₹7.96 (down from ₹8.36 in 3Q 2024). Revenue: ₹52.9b (down 6.4% from 3Q 2024). Net income: ₹5.06b (down 4.7% from 3Q 2024). Profit margin: 9.6% (in line with 3Q 2024). Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 64% per year whereas the company’s share price has increased by 67% per year.お知らせ • Jan 08Jindal Saw Limited to Report Q3, 2025 Results on Jan 24, 2025Jindal Saw Limited announced that they will report Q3, 2025 results on Jan 24, 2025お知らせ • Oct 29+ 1 more updateJindal Saw Limited Appoints Shri Nitin Sharma as Whole-Time DirectorJindal Saw Limited announced that the Board of Directors in their meeting held 29 October, 2024 approved the appointment of Shri Nitin Sharma (DIN: 08535415) as an Whole-Time Director for the period of 5 years on 1st November, 2024. Shri Nitin Sharma is not debarred from holding the office of Director by virtue of order of SEBI or any other such authority. Brief profile (in case of appointment): Shri Nitin Sharma holds degree in Master of Business of Administration specializing in Operation & Projects Management from ELLIM University, Sikkim. He also holds degree in BE in Electrical Engineering from NIIBMT, Delhi and Diploma in Electrical engineering from Dayalbagh Educational Institute, Agra. Mr. Sharma has more than 23 years' experience in managing multi diversified functions in multi-industrial environment. He is currently working as Associate Vice President in Company since 2021. Disclosure of relationships between directors (in case of appointment of a director): There are no inter-se relationship between Shri Nitin Sharma and the other members of the Board.Valuation Update With 7 Day Price Move • Oct 26Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₹302, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 18x in the Metals and Mining industry in India. Total returns to shareholders of 443% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹234 per share.Reported Earnings • Oct 19Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: ₹7.85 (up from ₹5.91 in 2Q 2024). Revenue: ₹56.0b (up 2.5% from 2Q 2024). Net income: ₹5.00b (up 33% from 2Q 2024). Profit margin: 8.9% (up from 6.9% in 2Q 2024). Revenue exceeded analyst estimates by 5.5%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has increased by 86% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 10Jindal Saw Limited to Report Q2, 2025 Results on Oct 18, 2024Jindal Saw Limited announced that they will report Q2, 2025 results on Oct 18, 2024お知らせ • Sep 18NAVEEN TRADING FZ - LLC agreed to acquire Derwent Sand SARL from Jindal Saw Limited (BSE:500378) for $10000.NAVEEN TRADING FZ - LLC agreed to acquire Derwent Sand SARL from Jindal Saw Limited (BSE:500378) for $10000 on September 18, 2024. A cash consideration of $0.01 million will be paid by NAVEEN TRADING FZ - LLC. As part of consideration, $0.01 million is paid towards common equity of Derwent Sand SARL. The expected completion of the transaction is September 25, 2025.お知らせ • Sep 09Jindal Saw Limited Announces Cessation of Change in DirectorsJindal Saw Limited informed that the second consecutive term of Dr. Raj Kamal Aggarwal (DIN: 00005349) and Mr. Ravinder Nath Leekha (DIN: 00888433) as Independent Directors of the company has been completed on 09th September, 2024. Accordingly, Dr. Raj Kamal Aggarwal and Mr. Ravinder Nath Leekha cease to be Independent Directors of the Company.お知らせ • Aug 23Jindal Saw Limited Appoints Chandra Shekhar Agrawal as an Additional DirectorJindal Saw Limited announced that the Board of Directors in their meeting held on 23rd August, 2024 approved the appointment of Dr. Chandra Shekhar Agrawal (DIN: 10740719) as an Additional Director in category of Independent Director of the Company with effect from 23rd August, 2024. Dr. Chandra Shekhar Agrawal, M.B.B.S, M.D. (General Medicine), D.M. (Neurology), having nearly 45 years of experience in medical field. He is a Senior Consultant & Chairman in the Department of Neurology at Sir Ganga Ram Hospital. He has excellent academic track record and organisational/management skills to his credit. He is also involved in various research work.Buy Or Sell Opportunity • Aug 12Now 20% undervaluedOver the last 90 days, the stock has risen 17% to ₹638. The fair value is estimated to be ₹799, 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 60%. Revenue is forecast to grow by 6.7% in 2 years. Earnings are forecast to grow by 5.9% in the next 2 years.Price Target Changed • Aug 01Price target increased by 8.6% to ₹871Up from ₹802, the current price target is an average from 2 analysts. New target price is 35% above last closing price of ₹646. Stock is up 101% over the past year. The company is forecast to post earnings per share of ₹57.05 for next year compared to ₹52.75 last year.Reported Earnings • Jul 30First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: ₹13.86 (up from ₹8.28 in 1Q 2024). Revenue: ₹49.8b (up 13% from 1Q 2024). Net income: ₹4.41b (up 68% from 1Q 2024). Profit margin: 8.8% (up from 6.0% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 10%. Earnings per share (EPS) exceeded analyst estimates by 19%. Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has increased by 67% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 30Jindal Saw Limited Appoints Satyakam Mishra as an Additional Director in Category of Independent DirectorJindal Saw Limited at its board meeting held on July 29, 2024 appointed Satyakam Mishra (DIN: 10711600) as an Additional Director in category of Independent Director of the Company effective from 29th July, 2024.Buy Or Sell Opportunity • Jul 26Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 3.5% to ₹578. The fair value is estimated to be ₹471, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 57%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.お知らせ • Jul 16Jindal Saw Limited to Report Q1, 2025 Results on Jul 29, 2024Jindal Saw Limited announced that they will report Q1, 2025 results on Jul 29, 2024Buy Or Sell Opportunity • Jul 08Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to ₹570. The fair value is estimated to be ₹463, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 57%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.お知らせ • Jul 04Jindal Saw Limited Declares Dividend for Year Ended March 31, 2024Jindal Saw Limited at its Annual General Meeting held on June 18, 2024 declared dividend of INR 4 per equity share of INR 2 for year ended March 31, 2024, to be paid to the shareholders of the company whose names appear on the records of the company as on record date.Buy Or Sell Opportunity • Jul 04Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to ₹554. The fair value is estimated to be ₹458, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 57%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.Recent Insider Transactions • Jun 15Insider recently sold ₹3.6m worth of stockOn the 10th of June, Sanjeev Dheer sold around 6k shares on-market at roughly ₹562 per share. This transaction amounted to 46% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹120m more than they bought in the last 12 months.Recent Insider Transactions • Jun 13Joint MD & Whole-Time Director recently bought ₹9.4m worth of stockOn the 4th of June, Shradha Jatia bought around 19k shares on-market at roughly ₹496 per share. This transaction amounted to 2.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold ₹116m more in shares than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹553, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 17x in the Metals and Mining industry in India. Total returns to shareholders of 423% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹384 per share.Upcoming Dividend • Jun 04Upcoming dividend of ₹4.00 per shareEligible shareholders must have bought the stock before 11 June 2024. Payment date: 18 July 2024. Payout ratio is a comfortable 7.6% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Indian dividend payers (1.2%). Lower than average of industry peers (4.6%).Major Estimate Revision • May 14Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from ₹212.8b to ₹232.6b. EPS estimate increased from ₹46.75 to ₹55.65 per share. Net income forecast to grow 6.1% next year vs 28% growth forecast for Metals and Mining industry in India. Consensus price target up from ₹591 to ₹802. Share price fell 7.8% to ₹524 over the past week.Declared Dividend • May 10Dividend increased to ₹4.00Dividend of ₹4.00 is 33% higher than last year. Ex-date: 11th June 2024 Payment date: 18th July 2024 Dividend yield will be 0.8%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (6% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 15% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 09Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: ₹52.75 (up from ₹19.91 in FY 2023). Revenue: ₹211.3b (up 18% from FY 2023). Net income: ₹16.8b (up 165% from FY 2023). Profit margin: 7.9% (up from 3.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 9.3% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has increased by 81% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 09Jindal Saw Limited, Annual General Meeting, Jun 18, 2024Jindal Saw Limited, Annual General Meeting, Jun 18, 2024, at 12:30 Indian Standard Time.Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹500, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Metals and Mining industry in India. Total returns to shareholders of 600% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹394 per share.Buy Or Sell Opportunity • Apr 01Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 6.9% to ₹473. The fair value is estimated to be ₹392, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 54%. Revenue is forecast to grow by 6.6% in 2 years. Earnings are forecast to grow by 2.0% in the next 2 years.お知らせ • Mar 29Jindal Urban Infrastructure Services Limited agreed to acquire Quality Iron And Steel Limited from Jindal Saw Limited (BSE:500378) for INR0.006 million.Jindal Urban Infrastructure Services Limited agreed to acquire Quality Iron And Steel Limited from Jindal Saw Limited (BSE:500378) for INR 0.01 million on March 28, 2024. The consideration consists of INR 0.006 million in cash. As part of the consideration, INR 0.006 million was paid towards common equity. The transaction is expected to close on March 31, 2024.Valuation Update With 7 Day Price Move • Mar 13Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹389, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 14x in the Metals and Mining industry in India. Total returns to shareholders of 437% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹394 per share.Recent Insider Transactions • Mar 02Chief Information Officer recently sold ₹5.2m worth of stockOn the 26th of February, Chandan Sinha sold around 10k shares on-market at roughly ₹522 per share. This transaction amounted to 92% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹38m. Insiders have been net sellers, collectively disposing of ₹699m more than they bought in the last 12 months.Recent Insider Transactions • Feb 27Group CEO & Whole-Time Director recently sold ₹30m worth of stockOn the 19th of February, Neeraj Kumar sold around 58k shares on-market at roughly ₹514 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹38m. Neeraj has been a net seller over the last 12 months, reducing personal holdings by ₹57m.Recent Insider Transactions • Feb 21President & Head of NRM Procurement recently sold ₹5.1m worth of stockOn the 14th of February, Jai Gupta sold around 10k shares on-market at roughly ₹492 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹38m. This was Jai's only on-market trade for the last 12 months.Recent Insider Transactions • Feb 14Insider recently sold ₹7.9m worth of stockOn the 8th of February, Om Sharma sold around 15k shares on-market at roughly ₹528 per share. This transaction amounted to 76% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹38m. Insiders have been net sellers, collectively disposing of ₹648m more than they bought in the last 12 months.Recent Insider Transactions • Feb 04Insider recently sold ₹4.4m worth of stockOn the 2nd of February, Anil Hassija sold around 9k shares on-market at roughly ₹508 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹28m. Insiders have been net sellers, collectively disposing of ₹593m more than they bought in the last 12 months.Recent Insider Transactions • Jan 27Group CEO & Whole-Time Director recently sold ₹28m worth of stockOn the 24th of January, Neeraj Kumar sold around 58k shares on-market at roughly ₹482 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Neeraj's only on-market trade for the last 12 months.Major Estimate Revision • Jan 23Consensus EPS estimates increase by 36%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ₹198.8b to ₹211.1b. EPS estimate increased from ₹38.50 to ₹52.55 per share. Net income forecast to grow 1.1% next year vs 29% growth forecast for Metals and Mining industry in India. Consensus price target up from ₹466 to ₹591. Share price fell 8.4% to ₹475 over the past week.Reported Earnings • Jan 17Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: ₹16.72 (up from ₹6.75 in 3Q 2023). Revenue: ₹56.6b (up 9.7% from 3Q 2023). Net income: ₹5.32b (up 148% from 3Q 2023). Profit margin: 9.4% (up from 4.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) also surpassed analyst estimates by 51%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has increased by 90% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 09Jindal Saw Limited to Report Q3, 2024 Results on Jan 16, 2024Jindal Saw Limited announced that they will report Q3, 2024 results at 12:15 PM, Indian Standard Time on Jan 16, 2024Valuation Update With 7 Day Price Move • Nov 03Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹461, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Metals and Mining industry in India. Total returns to shareholders of 681% over the past three years.New Risk • Oct 31New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.6% 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 1.6% per year for the foreseeable future. Minor Risks High level of debt (68% net debt to equity). Share price has been volatile over the past 3 months (8.1% average weekly change).Major Estimate Revision • Oct 30Consensus EPS estimates increase by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ₹184.0b to ₹198.8b. EPS estimate increased from ₹32.05 to ₹38.50 per share. Net income forecast to grow 31% next year vs 31% growth forecast for Metals and Mining industry in India. Consensus price target up from ₹422 to ₹466. Share price rose 13% to ₹413 over the past week.New Risk • Oct 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.1% 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 2.1% per year for the foreseeable future. Minor Risks High level of debt (65% net debt to equity). Share price has been volatile over the past 3 months (7.9% average weekly change).Reported Earnings • Oct 28Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: ₹54.9b (up 36% from 2Q 2023). Net income: ₹3.56b (up 498% from 2Q 2023). Profit margin: 6.5% (up from 1.5% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 2 years compared to a 7.1% growth forecast for the Metals and Mining industry in India.お知らせ • Oct 10Jindal Saw Limited to Report Q2, 2024 Results on Oct 26, 2023Jindal Saw Limited announced that they will report Q2, 2024 results on Oct 26, 2023Recent Insider Transactions • Aug 18Non-Executive Chairman recently bought ₹202k worth of stockOn the 14th of August, Shradha Jatia bought around 600 shares on-market at roughly ₹336 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Shradha's only on-market trade for the last 12 months.New Risk • Aug 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% 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 Risks Share price has been highly volatile over the past 3 months (9.4% average weekly change). Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. Minor Risk High level of debt (65% net debt to equity).Reported Earnings • Aug 13First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: ₹8.28 (up from ₹0.15 in 1Q 2023). Revenue: ₹44.1b (up 27% from 1Q 2023). Net income: ₹2.63b (up ₹2.58b from 1Q 2023). Profit margin: 6.0% (up from 0.1% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 8.5%. Earnings per share (EPS) also surpassed analyst estimates by 97%. Revenue is forecast to grow 2.4% p.a. on average during the next 2 years, compared to a 5.8% growth forecast for the Metals and Mining 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 80% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 01Jindal Saw Limited to Report Q1, 2024 Results on Aug 11, 2023Jindal Saw Limited announced that they will report Q1, 2024 results on Aug 11, 2023New Risk • Jul 25New major risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (62% net debt to equity). Share price has been volatile over the past 3 months (8.6% average weekly change).お知らせ • Jul 12Jindal Saw Limited Approves Dividend for the Year 2022Jindal Saw Limited announced that at its AGM held on June 20, 2023, shareholders approved the declaration of dividend of INR 3 per equity shares of INR 2 each as recommended by the board.Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹315, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Metals and Mining industry in India. Total returns to shareholders of 483% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹317 per share.Recent Insider Transactions • Jun 24Whole-Time Director recently bought ₹2.0m worth of stockOn the 20th of June, Shradha Jatia bought around 8k shares on-market at roughly ₹239 per share. This transaction amounted to 1.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold ₹538m more in shares than they bought in the last 12 months.Upcoming Dividend • Jun 06Upcoming dividend of ₹3.00 per share at 1.3% yieldEligible shareholders must have bought the stock before 13 June 2023. Payment date: 19 August 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Indian dividend payers (1.6%). Lower than average of industry peers (8.1%).Buying Opportunity • May 25Now 23% undervaluedOver the last 90 days, the stock is up 24%. The fair value is estimated to be ₹252, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 4.6%. Revenue is forecast to grow by 7.0% in 2 years. Earnings is forecast to grow by 53% in the next 2 years.Valuation Update With 7 Day Price Move • May 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹203, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 10x in the Metals and Mining industry in India. Total returns to shareholders of 368% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹244 per share.お知らせ • May 19+ 1 more updateJindal Saw Limited Recommends Dividend for Financial Year Ended 31St March, 2023Jindal Saw Limited announced that the Board recommended a dividend of INR 3 per equity shares of INR 2 each for the financial year ended 31st March, 2023.Reported Earnings • May 18Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: ₹19.91 (up from ₹12.96 in FY 2022). Revenue: ₹180.5b (up 36% from FY 2022). Net income: ₹6.32b (up 54% from FY 2022). Profit margin: 3.5% (up from 3.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.0%. Earnings per share (EPS) also surpassed analyst estimates by 4.2%. Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Mar 13Insider recently sold ₹540m worth of stockOn the 6th of March, Abhyuday Jindal sold around 4m shares on-market at roughly ₹154 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹174, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 10x in the Metals and Mining industry in India. Total returns to shareholders of 196% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹111 per share.Recent Insider Transactions • Feb 03Non-Executive Director recently bought ₹88m worth of stockOn the 30th of January, Shradha Jatia bought around 725k shares on-market at roughly ₹121 per share. This transaction increased Shradha's direct individual holding by 10x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.業績と収益の成長予測BSE:500378 - アナリストの将来予測と過去の財務データ ( )INR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2028214,58815,7742,73226,46723/31/2027185,3669,9784,99619,59023/31/2026178,9529,7346,95417,714N/A12/31/2025183,08311,252N/AN/AN/A9/30/2025186,36213,7368688,578N/A6/30/2025199,74517,213N/AN/AN/A3/31/2025208,28917,38413,03823,352N/A12/31/2024212,07519,493N/AN/AN/A9/30/2024215,92319,76118,03929,740N/A6/30/2024214,86618,535N/AN/AN/A3/31/2024209,57716,77017,29925,929N/A12/31/2023207,20015,241N/AN/AN/A9/30/2023202,22112,07019,24124,210N/A6/30/2023187,9968,907N/AN/AN/A3/31/2023178,6816,43912,92716,158N/A12/31/2022166,4974,056N/AN/AN/A9/30/2022149,6282,038-5,922-601N/A6/30/2022138,9212,645N/AN/AN/A3/31/2022132,9844,117-3,800735N/A12/31/2021131,1244,689N/AN/AN/A9/30/2021125,0605,2218,91713,221N/A6/30/2021119,0744,802N/AN/AN/A3/31/2021106,6363,18811,66315,697N/A12/31/202097,8081,791N/AN/AN/A9/30/202099,0412,0329,72513,526N/A6/30/2020102,1144,270N/AN/AN/A3/31/2020116,2705,54810,92916,646N/A12/31/2019121,63610,545N/AN/AN/A9/30/2019121,33811,050N/A10,311N/A6/30/2019124,1239,007N/AN/AN/A3/31/2019121,1708,624N/A15,673N/A3/31/201885,0661,891N/A5,651N/A3/31/201770,7011,961N/A11,628N/A3/31/201677,026175N/A9,173N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 500378の予測収益成長率 (年間25.5% ) は 貯蓄率 ( 6.9% ) を上回っています。収益対市場: 500378の収益 ( 25.5% ) はIndian市場 ( 16.1% ) よりも速いペースで成長すると予測されています。高成長収益: 500378の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 500378の収益 ( 9.2% ) Indian市場 ( 10.8% ) よりも低い成長が予測されています。高い収益成長: 500378の収益 ( 9.2% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 500378の 自己資本利益率 は、3年後には低くなると予測されています ( 10.8 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/11 16:03終値2026/06/11 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Jindal Saw 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。14 アナリスト機関Sailesh Raja360 ONE Capital Market Private LimitedSanjaya SatapathyBofA Global ResearchNiraj ShahCentrum Broking Limited11 その他のアナリストを表示
Price Target Changed • Apr 30Price target increased by 20% to ₹314Up from ₹263, the current price target is an average from 2 analysts. New target price is 41% above last closing price of ₹223. Stock is down 10% over the past year. The company is forecast to post earnings per share of ₹15.60 for next year compared to ₹15.27 last year.
Price Target Changed • Aug 14Price target decreased by 18% to ₹325Down from ₹396, the current price target is an average from 3 analysts. New target price is 63% above last closing price of ₹199. Stock is down 36% over the past year. The company is forecast to post earnings per share of ₹26.33 for next year compared to ₹27.31 last year.
Price Target Changed • Jan 29Price target decreased by 8.7% to ₹412Down from ₹451, the current price target is an average from 3 analysts. New target price is 67% above last closing price of ₹247. Stock is down 5.3% over the past year. The company is forecast to post earnings per share of ₹31.15 for next year compared to ₹26.38 last year.
Price Target Changed • Aug 01Price target increased by 8.6% to ₹871Up from ₹802, the current price target is an average from 2 analysts. New target price is 35% above last closing price of ₹646. Stock is up 101% over the past year. The company is forecast to post earnings per share of ₹57.05 for next year compared to ₹52.75 last year.
Major Estimate Revision • May 14Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from ₹212.8b to ₹232.6b. EPS estimate increased from ₹46.75 to ₹55.65 per share. Net income forecast to grow 6.1% next year vs 28% growth forecast for Metals and Mining industry in India. Consensus price target up from ₹591 to ₹802. Share price fell 7.8% to ₹524 over the past week.
Major Estimate Revision • Jan 23Consensus EPS estimates increase by 36%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ₹198.8b to ₹211.1b. EPS estimate increased from ₹38.50 to ₹52.55 per share. Net income forecast to grow 1.1% next year vs 29% growth forecast for Metals and Mining industry in India. Consensus price target up from ₹466 to ₹591. Share price fell 8.4% to ₹475 over the past week.
Upcoming Dividend • May 15Upcoming dividend of ₹2.00 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 28 June 2026. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (1.5%).
お知らせ • May 07+ 3 more updatesJindal Saw Limited to Report Fiscal Year 2027 Results on May 30, 2027Jindal Saw Limited announced that they will report fiscal year 2027 results on May 30, 2027
Price Target Changed • Apr 30Price target increased by 20% to ₹314Up from ₹263, the current price target is an average from 2 analysts. New target price is 41% above last closing price of ₹223. Stock is down 10% over the past year. The company is forecast to post earnings per share of ₹15.60 for next year compared to ₹15.27 last year.
Reported Earnings • Apr 29Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: ₹15.27 (down from ₹27.31 in FY 2025). Revenue: ₹179.9b (down 14% from FY 2025). Net income: ₹9.73b (down 44% from FY 2025). Profit margin: 5.4% (down from 8.3% in FY 2025). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) also missed analyst estimates by 15%. Revenue is forecast to grow 9.0% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 28Jindal Saw Limited, Annual General Meeting, May 29, 2026Jindal Saw Limited, Annual General Meeting, May 29, 2026, at 11:30 Indian Standard Time.
お知らせ • Apr 20Jindal Saw Limited to Report Q4, 2026 Results on Apr 27, 2026Jindal Saw Limited announced that they will report Q4, 2026 results at 12:08 PM, Indian Standard Time on Apr 27, 2026
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹237, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 18x in the Metals and Mining industry in India. Total returns to shareholders of 206% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹136 per share.
New Risk • Mar 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (147% cash payout ratio). Share price has been volatile over the past 3 months (7.2% average weekly change). Profit margins are more than 30% lower than last year (6.1% net profit margin).
Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹198, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Metals and Mining industry in India. Total returns to shareholders of 161% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹137 per share.
Buy Or Sell Opportunity • Mar 10Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 3.6% to ₹166. The fair value is estimated to be ₹136, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 32% in the next 2 years.
Reported Earnings • Jan 17Third quarter 2026 earnings released: EPS: ₹4.05 (vs ₹7.96 in 3Q 2025)Third quarter 2026 results: EPS: ₹4.05 (down from ₹7.96 in 3Q 2025). Revenue: ₹49.6b (down 5.8% from 3Q 2025). Net income: ₹2.58b (down 49% from 3Q 2025). Profit margin: 5.2% (down from 9.6% in 3Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 09Jindal Saw Limited to Report Q3, 2026 Results on Jan 16, 2026Jindal Saw Limited announced that they will report Q3, 2026 results on Jan 16, 2026
Buy Or Sell Opportunity • Oct 21Now 20% overvaluedOver the last 90 days, the stock has fallen 16% to ₹191. The fair value is estimated to be ₹159, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has grown by 38%. Revenue is forecast to grow by 7.9% in a year. Earnings are forecast to grow by 20% in the next year.
Reported Earnings • Oct 19Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: ₹2.38 (down from ₹7.85 in 2Q 2025). Revenue: ₹42.3b (down 24% from 2Q 2025). Net income: ₹1.52b (down 70% from 2Q 2025). Profit margin: 3.6% (down from 9.0% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 18%. Earnings per share (EPS) missed analyst estimates by 47%. Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 69% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 08Jindal Saw Limited to Report Q2, 2026 Results on Oct 17, 2025Jindal Saw Limited announced that they will report Q2, 2026 results on Oct 17, 2025
Buy Or Sell Opportunity • Sep 03Now 22% overvaluedOver the last 90 days, the stock has fallen 2.7% to ₹210. The fair value is estimated to be ₹171, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 51%. Revenue is forecast to grow by 5.0% in a year. Earnings are forecast to grow by 1.8% in the next year.
Buy Or Sell Opportunity • Aug 19Now 21% overvaluedOver the last 90 days, the stock has fallen 2.5% to ₹206. The fair value is estimated to be ₹170, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 51%. Revenue is forecast to grow by 5.0% in a year. Earnings are forecast to grow by 1.8% in the next year.
Price Target Changed • Aug 14Price target decreased by 18% to ₹325Down from ₹396, the current price target is an average from 3 analysts. New target price is 63% above last closing price of ₹199. Stock is down 36% over the past year. The company is forecast to post earnings per share of ₹26.33 for next year compared to ₹27.31 last year.
Reported Earnings • Aug 06First quarter 2026 earnings released: EPS: ₹6.66 (vs ₹6.93 in 1Q 2025)First quarter 2026 results: EPS: ₹6.66 (down from ₹6.93 in 1Q 2025). Revenue: ₹41.0b (down 17% from 1Q 2025). Net income: ₹4.24b (down 3.9% from 1Q 2025). Profit margin: 10% (up from 8.9% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has increased by 71% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 25Jindal Saw Limited to Report Q1, 2026 Results on Aug 05, 2025Jindal Saw Limited announced that they will report Q1, 2026 results on Aug 05, 2025
Buy Or Sell Opportunity • Jun 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to ₹232. The fair value is estimated to be ₹291, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 59%. Revenue is forecast to grow by 9.7% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.
Valuation Update With 7 Day Price Move • Jun 10Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹248, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 19x in the Metals and Mining industry in India. Total returns to shareholders of 535% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹286 per share.
Upcoming Dividend • May 29Upcoming dividend of ₹2.00 per shareEligible shareholders must have bought the stock before 05 June 2025. Payment date: 12 July 2025. Payout ratio is a comfortable 7.3% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (2.9%).
Valuation Update With 7 Day Price Move • May 09Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₹202, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 15x in the Metals and Mining industry in India. Total returns to shareholders of 423% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹279 per share.
Buy Or Sell Opportunity • May 07Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to ₹220. The fair value is estimated to be ₹282, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 59%. Revenue is forecast to grow by 9.7% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.
Declared Dividend • May 05Dividend of ₹2.00 announcedShareholders will receive a dividend of ₹2.00. Ex-date: 5th June 2025 Payment date: 12th July 2025 Dividend yield will be 0.8%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (7% earnings payout ratio) and cash flows (10% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 35% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 03Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ₹27.31 (up from ₹26.38 in FY 2024). Revenue: ₹209.5b (flat on FY 2024). Net income: ₹17.4b (up 3.7% from FY 2024). Profit margin: 8.3% (up from 8.0% in FY 2024). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 4.1% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has increased by 76% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 02Jindal Saw Limited, Annual General Meeting, Jun 12, 2025Jindal Saw Limited, Annual General Meeting, Jun 12, 2025, at 11:00 Indian Standard Time.
お知らせ • Apr 25Jindal Saw Limited to Report Q4, 2025 Results on May 02, 2025Jindal Saw Limited announced that they will report Q4, 2025 results on May 02, 2025
New Risk • Mar 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (47% net debt to equity). Share price has been volatile over the past 3 months (8.1% average weekly change).
Price Target Changed • Jan 29Price target decreased by 8.7% to ₹412Down from ₹451, the current price target is an average from 3 analysts. New target price is 67% above last closing price of ₹247. Stock is down 5.3% over the past year. The company is forecast to post earnings per share of ₹31.15 for next year compared to ₹26.38 last year.
Reported Earnings • Jan 25Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: ₹7.96 (down from ₹8.36 in 3Q 2024). Revenue: ₹52.9b (down 6.4% from 3Q 2024). Net income: ₹5.06b (down 4.7% from 3Q 2024). Profit margin: 9.6% (in line with 3Q 2024). Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 64% per year whereas the company’s share price has increased by 67% per year.
お知らせ • Jan 08Jindal Saw Limited to Report Q3, 2025 Results on Jan 24, 2025Jindal Saw Limited announced that they will report Q3, 2025 results on Jan 24, 2025
お知らせ • Oct 29+ 1 more updateJindal Saw Limited Appoints Shri Nitin Sharma as Whole-Time DirectorJindal Saw Limited announced that the Board of Directors in their meeting held 29 October, 2024 approved the appointment of Shri Nitin Sharma (DIN: 08535415) as an Whole-Time Director for the period of 5 years on 1st November, 2024. Shri Nitin Sharma is not debarred from holding the office of Director by virtue of order of SEBI or any other such authority. Brief profile (in case of appointment): Shri Nitin Sharma holds degree in Master of Business of Administration specializing in Operation & Projects Management from ELLIM University, Sikkim. He also holds degree in BE in Electrical Engineering from NIIBMT, Delhi and Diploma in Electrical engineering from Dayalbagh Educational Institute, Agra. Mr. Sharma has more than 23 years' experience in managing multi diversified functions in multi-industrial environment. He is currently working as Associate Vice President in Company since 2021. Disclosure of relationships between directors (in case of appointment of a director): There are no inter-se relationship between Shri Nitin Sharma and the other members of the Board.
Valuation Update With 7 Day Price Move • Oct 26Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₹302, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 18x in the Metals and Mining industry in India. Total returns to shareholders of 443% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹234 per share.
Reported Earnings • Oct 19Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: ₹7.85 (up from ₹5.91 in 2Q 2024). Revenue: ₹56.0b (up 2.5% from 2Q 2024). Net income: ₹5.00b (up 33% from 2Q 2024). Profit margin: 8.9% (up from 6.9% in 2Q 2024). Revenue exceeded analyst estimates by 5.5%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has increased by 86% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 10Jindal Saw Limited to Report Q2, 2025 Results on Oct 18, 2024Jindal Saw Limited announced that they will report Q2, 2025 results on Oct 18, 2024
お知らせ • Sep 18NAVEEN TRADING FZ - LLC agreed to acquire Derwent Sand SARL from Jindal Saw Limited (BSE:500378) for $10000.NAVEEN TRADING FZ - LLC agreed to acquire Derwent Sand SARL from Jindal Saw Limited (BSE:500378) for $10000 on September 18, 2024. A cash consideration of $0.01 million will be paid by NAVEEN TRADING FZ - LLC. As part of consideration, $0.01 million is paid towards common equity of Derwent Sand SARL. The expected completion of the transaction is September 25, 2025.
お知らせ • Sep 09Jindal Saw Limited Announces Cessation of Change in DirectorsJindal Saw Limited informed that the second consecutive term of Dr. Raj Kamal Aggarwal (DIN: 00005349) and Mr. Ravinder Nath Leekha (DIN: 00888433) as Independent Directors of the company has been completed on 09th September, 2024. Accordingly, Dr. Raj Kamal Aggarwal and Mr. Ravinder Nath Leekha cease to be Independent Directors of the Company.
お知らせ • Aug 23Jindal Saw Limited Appoints Chandra Shekhar Agrawal as an Additional DirectorJindal Saw Limited announced that the Board of Directors in their meeting held on 23rd August, 2024 approved the appointment of Dr. Chandra Shekhar Agrawal (DIN: 10740719) as an Additional Director in category of Independent Director of the Company with effect from 23rd August, 2024. Dr. Chandra Shekhar Agrawal, M.B.B.S, M.D. (General Medicine), D.M. (Neurology), having nearly 45 years of experience in medical field. He is a Senior Consultant & Chairman in the Department of Neurology at Sir Ganga Ram Hospital. He has excellent academic track record and organisational/management skills to his credit. He is also involved in various research work.
Buy Or Sell Opportunity • Aug 12Now 20% undervaluedOver the last 90 days, the stock has risen 17% to ₹638. The fair value is estimated to be ₹799, 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 60%. Revenue is forecast to grow by 6.7% in 2 years. Earnings are forecast to grow by 5.9% in the next 2 years.
Price Target Changed • Aug 01Price target increased by 8.6% to ₹871Up from ₹802, the current price target is an average from 2 analysts. New target price is 35% above last closing price of ₹646. Stock is up 101% over the past year. The company is forecast to post earnings per share of ₹57.05 for next year compared to ₹52.75 last year.
Reported Earnings • Jul 30First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: ₹13.86 (up from ₹8.28 in 1Q 2024). Revenue: ₹49.8b (up 13% from 1Q 2024). Net income: ₹4.41b (up 68% from 1Q 2024). Profit margin: 8.8% (up from 6.0% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 10%. Earnings per share (EPS) exceeded analyst estimates by 19%. Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has increased by 67% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 30Jindal Saw Limited Appoints Satyakam Mishra as an Additional Director in Category of Independent DirectorJindal Saw Limited at its board meeting held on July 29, 2024 appointed Satyakam Mishra (DIN: 10711600) as an Additional Director in category of Independent Director of the Company effective from 29th July, 2024.
Buy Or Sell Opportunity • Jul 26Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 3.5% to ₹578. The fair value is estimated to be ₹471, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 57%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.
お知らせ • Jul 16Jindal Saw Limited to Report Q1, 2025 Results on Jul 29, 2024Jindal Saw Limited announced that they will report Q1, 2025 results on Jul 29, 2024
Buy Or Sell Opportunity • Jul 08Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to ₹570. The fair value is estimated to be ₹463, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 57%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.
お知らせ • Jul 04Jindal Saw Limited Declares Dividend for Year Ended March 31, 2024Jindal Saw Limited at its Annual General Meeting held on June 18, 2024 declared dividend of INR 4 per equity share of INR 2 for year ended March 31, 2024, to be paid to the shareholders of the company whose names appear on the records of the company as on record date.
Buy Or Sell Opportunity • Jul 04Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to ₹554. The fair value is estimated to be ₹458, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 57%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.
Recent Insider Transactions • Jun 15Insider recently sold ₹3.6m worth of stockOn the 10th of June, Sanjeev Dheer sold around 6k shares on-market at roughly ₹562 per share. This transaction amounted to 46% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹120m more than they bought in the last 12 months.
Recent Insider Transactions • Jun 13Joint MD & Whole-Time Director recently bought ₹9.4m worth of stockOn the 4th of June, Shradha Jatia bought around 19k shares on-market at roughly ₹496 per share. This transaction amounted to 2.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold ₹116m more in shares than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹553, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 17x in the Metals and Mining industry in India. Total returns to shareholders of 423% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹384 per share.
Upcoming Dividend • Jun 04Upcoming dividend of ₹4.00 per shareEligible shareholders must have bought the stock before 11 June 2024. Payment date: 18 July 2024. Payout ratio is a comfortable 7.6% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Indian dividend payers (1.2%). Lower than average of industry peers (4.6%).
Major Estimate Revision • May 14Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from ₹212.8b to ₹232.6b. EPS estimate increased from ₹46.75 to ₹55.65 per share. Net income forecast to grow 6.1% next year vs 28% growth forecast for Metals and Mining industry in India. Consensus price target up from ₹591 to ₹802. Share price fell 7.8% to ₹524 over the past week.
Declared Dividend • May 10Dividend increased to ₹4.00Dividend of ₹4.00 is 33% higher than last year. Ex-date: 11th June 2024 Payment date: 18th July 2024 Dividend yield will be 0.8%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (6% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 15% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 09Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: ₹52.75 (up from ₹19.91 in FY 2023). Revenue: ₹211.3b (up 18% from FY 2023). Net income: ₹16.8b (up 165% from FY 2023). Profit margin: 7.9% (up from 3.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 9.3% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has increased by 81% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 09Jindal Saw Limited, Annual General Meeting, Jun 18, 2024Jindal Saw Limited, Annual General Meeting, Jun 18, 2024, at 12:30 Indian Standard Time.
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹500, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Metals and Mining industry in India. Total returns to shareholders of 600% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹394 per share.
Buy Or Sell Opportunity • Apr 01Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 6.9% to ₹473. The fair value is estimated to be ₹392, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 54%. Revenue is forecast to grow by 6.6% in 2 years. Earnings are forecast to grow by 2.0% in the next 2 years.
お知らせ • Mar 29Jindal Urban Infrastructure Services Limited agreed to acquire Quality Iron And Steel Limited from Jindal Saw Limited (BSE:500378) for INR0.006 million.Jindal Urban Infrastructure Services Limited agreed to acquire Quality Iron And Steel Limited from Jindal Saw Limited (BSE:500378) for INR 0.01 million on March 28, 2024. The consideration consists of INR 0.006 million in cash. As part of the consideration, INR 0.006 million was paid towards common equity. The transaction is expected to close on March 31, 2024.
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹389, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 14x in the Metals and Mining industry in India. Total returns to shareholders of 437% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹394 per share.
Recent Insider Transactions • Mar 02Chief Information Officer recently sold ₹5.2m worth of stockOn the 26th of February, Chandan Sinha sold around 10k shares on-market at roughly ₹522 per share. This transaction amounted to 92% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹38m. Insiders have been net sellers, collectively disposing of ₹699m more than they bought in the last 12 months.
Recent Insider Transactions • Feb 27Group CEO & Whole-Time Director recently sold ₹30m worth of stockOn the 19th of February, Neeraj Kumar sold around 58k shares on-market at roughly ₹514 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹38m. Neeraj has been a net seller over the last 12 months, reducing personal holdings by ₹57m.
Recent Insider Transactions • Feb 21President & Head of NRM Procurement recently sold ₹5.1m worth of stockOn the 14th of February, Jai Gupta sold around 10k shares on-market at roughly ₹492 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹38m. This was Jai's only on-market trade for the last 12 months.
Recent Insider Transactions • Feb 14Insider recently sold ₹7.9m worth of stockOn the 8th of February, Om Sharma sold around 15k shares on-market at roughly ₹528 per share. This transaction amounted to 76% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹38m. Insiders have been net sellers, collectively disposing of ₹648m more than they bought in the last 12 months.
Recent Insider Transactions • Feb 04Insider recently sold ₹4.4m worth of stockOn the 2nd of February, Anil Hassija sold around 9k shares on-market at roughly ₹508 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹28m. Insiders have been net sellers, collectively disposing of ₹593m more than they bought in the last 12 months.
Recent Insider Transactions • Jan 27Group CEO & Whole-Time Director recently sold ₹28m worth of stockOn the 24th of January, Neeraj Kumar sold around 58k shares on-market at roughly ₹482 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Neeraj's only on-market trade for the last 12 months.
Major Estimate Revision • Jan 23Consensus EPS estimates increase by 36%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ₹198.8b to ₹211.1b. EPS estimate increased from ₹38.50 to ₹52.55 per share. Net income forecast to grow 1.1% next year vs 29% growth forecast for Metals and Mining industry in India. Consensus price target up from ₹466 to ₹591. Share price fell 8.4% to ₹475 over the past week.
Reported Earnings • Jan 17Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: ₹16.72 (up from ₹6.75 in 3Q 2023). Revenue: ₹56.6b (up 9.7% from 3Q 2023). Net income: ₹5.32b (up 148% from 3Q 2023). Profit margin: 9.4% (up from 4.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) also surpassed analyst estimates by 51%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has increased by 90% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 09Jindal Saw Limited to Report Q3, 2024 Results on Jan 16, 2024Jindal Saw Limited announced that they will report Q3, 2024 results at 12:15 PM, Indian Standard Time on Jan 16, 2024
Valuation Update With 7 Day Price Move • Nov 03Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹461, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Metals and Mining industry in India. Total returns to shareholders of 681% over the past three years.
New Risk • Oct 31New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.6% 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 1.6% per year for the foreseeable future. Minor Risks High level of debt (68% net debt to equity). Share price has been volatile over the past 3 months (8.1% average weekly change).
Major Estimate Revision • Oct 30Consensus EPS estimates increase by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ₹184.0b to ₹198.8b. EPS estimate increased from ₹32.05 to ₹38.50 per share. Net income forecast to grow 31% next year vs 31% growth forecast for Metals and Mining industry in India. Consensus price target up from ₹422 to ₹466. Share price rose 13% to ₹413 over the past week.
New Risk • Oct 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.1% 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 2.1% per year for the foreseeable future. Minor Risks High level of debt (65% net debt to equity). Share price has been volatile over the past 3 months (7.9% average weekly change).
Reported Earnings • Oct 28Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: ₹54.9b (up 36% from 2Q 2023). Net income: ₹3.56b (up 498% from 2Q 2023). Profit margin: 6.5% (up from 1.5% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 2 years compared to a 7.1% growth forecast for the Metals and Mining industry in India.
お知らせ • Oct 10Jindal Saw Limited to Report Q2, 2024 Results on Oct 26, 2023Jindal Saw Limited announced that they will report Q2, 2024 results on Oct 26, 2023
Recent Insider Transactions • Aug 18Non-Executive Chairman recently bought ₹202k worth of stockOn the 14th of August, Shradha Jatia bought around 600 shares on-market at roughly ₹336 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Shradha's only on-market trade for the last 12 months.
New Risk • Aug 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% 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 Risks Share price has been highly volatile over the past 3 months (9.4% average weekly change). Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. Minor Risk High level of debt (65% net debt to equity).
Reported Earnings • Aug 13First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: ₹8.28 (up from ₹0.15 in 1Q 2023). Revenue: ₹44.1b (up 27% from 1Q 2023). Net income: ₹2.63b (up ₹2.58b from 1Q 2023). Profit margin: 6.0% (up from 0.1% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 8.5%. Earnings per share (EPS) also surpassed analyst estimates by 97%. Revenue is forecast to grow 2.4% p.a. on average during the next 2 years, compared to a 5.8% growth forecast for the Metals and Mining 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 80% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 01Jindal Saw Limited to Report Q1, 2024 Results on Aug 11, 2023Jindal Saw Limited announced that they will report Q1, 2024 results on Aug 11, 2023
New Risk • Jul 25New major risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (62% net debt to equity). Share price has been volatile over the past 3 months (8.6% average weekly change).
お知らせ • Jul 12Jindal Saw Limited Approves Dividend for the Year 2022Jindal Saw Limited announced that at its AGM held on June 20, 2023, shareholders approved the declaration of dividend of INR 3 per equity shares of INR 2 each as recommended by the board.
Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹315, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Metals and Mining industry in India. Total returns to shareholders of 483% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹317 per share.
Recent Insider Transactions • Jun 24Whole-Time Director recently bought ₹2.0m worth of stockOn the 20th of June, Shradha Jatia bought around 8k shares on-market at roughly ₹239 per share. This transaction amounted to 1.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold ₹538m more in shares than they bought in the last 12 months.
Upcoming Dividend • Jun 06Upcoming dividend of ₹3.00 per share at 1.3% yieldEligible shareholders must have bought the stock before 13 June 2023. Payment date: 19 August 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Indian dividend payers (1.6%). Lower than average of industry peers (8.1%).
Buying Opportunity • May 25Now 23% undervaluedOver the last 90 days, the stock is up 24%. The fair value is estimated to be ₹252, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 4.6%. Revenue is forecast to grow by 7.0% in 2 years. Earnings is forecast to grow by 53% in the next 2 years.
Valuation Update With 7 Day Price Move • May 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹203, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 10x in the Metals and Mining industry in India. Total returns to shareholders of 368% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹244 per share.
お知らせ • May 19+ 1 more updateJindal Saw Limited Recommends Dividend for Financial Year Ended 31St March, 2023Jindal Saw Limited announced that the Board recommended a dividend of INR 3 per equity shares of INR 2 each for the financial year ended 31st March, 2023.
Reported Earnings • May 18Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: ₹19.91 (up from ₹12.96 in FY 2022). Revenue: ₹180.5b (up 36% from FY 2022). Net income: ₹6.32b (up 54% from FY 2022). Profit margin: 3.5% (up from 3.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.0%. Earnings per share (EPS) also surpassed analyst estimates by 4.2%. Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Mar 13Insider recently sold ₹540m worth of stockOn the 6th of March, Abhyuday Jindal sold around 4m shares on-market at roughly ₹154 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹174, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 10x in the Metals and Mining industry in India. Total returns to shareholders of 196% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹111 per share.
Recent Insider Transactions • Feb 03Non-Executive Director recently bought ₹88m worth of stockOn the 30th of January, Shradha Jatia bought around 725k shares on-market at roughly ₹121 per share. This transaction increased Shradha's direct individual holding by 10x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.