View ValuationNOCIL 将来の成長Future 基準チェック /46NOCIL利益と収益がそれぞれ年間44.4%と12%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4.8% 44.3%なると予測されています。主要情報44.4%収益成長率44.34%EPS成長率Chemicals 収益成長19.5%収益成長率12.0%将来の株主資本利益率4.80%アナリストカバレッジLow最終更新日11 May 2026今後の成長に関する最新情報Price Target Changed • May 11Price target increased by 10% to ₹211Up from ₹191, the current price target is an average from 6 analysts. New target price is 15% above last closing price of ₹183. Stock is down 2.6% over the past year. The company is forecast to post earnings per share of ₹6.28 for next year compared to ₹3.33 last year.Price Target Changed • Feb 13Price target increased by 7.5% to ₹214Up from ₹199, the current price target is an average from 7 analysts. New target price is 42% above last closing price of ₹151. Stock is down 25% over the past year. The company is forecast to post earnings per share of ₹4.40 for next year compared to ₹6.17 last year.Price Target Changed • Oct 06Price target decreased by 7.8% to ₹202Down from ₹219, the current price target is an average from 8 analysts. New target price is 12% above last closing price of ₹181. Stock is down 34% over the past year. The company is forecast to post earnings per share of ₹5.78 for next year compared to ₹6.17 last year.Price Target Changed • May 20Price target decreased by 7.3% to ₹221Down from ₹238, the current price target is an average from 9 analysts. New target price is 23% above last closing price of ₹179. Stock is down 32% over the past year. The company is forecast to post earnings per share of ₹7.02 for next year compared to ₹6.17 last year.Price Target Changed • Feb 17Price target decreased by 7.5% to ₹248Down from ₹268, the current price target is an average from 9 analysts. New target price is 27% above last closing price of ₹195. Stock is down 33% over the past year. The company is forecast to post earnings per share of ₹6.50 for next year compared to ₹7.98 last year.Price Target Changed • Feb 21Price target increased by 7.6% to ₹268Up from ₹249, the current price target is an average from 8 analysts. New target price is 5.1% below last closing price of ₹283. Stock is up 23% over the past year. The company is forecast to post earnings per share of ₹8.10 for next year compared to ₹8.95 last year.すべての更新を表示Recent updatesPrice Target Changed • May 11Price target increased by 10% to ₹211Up from ₹191, the current price target is an average from 6 analysts. New target price is 15% above last closing price of ₹183. Stock is down 2.6% over the past year. The company is forecast to post earnings per share of ₹6.28 for next year compared to ₹3.33 last year.Declared Dividend • May 11Dividend reduced to ₹1.50Dividend of ₹1.50 is 25% lower than last year. Ex-date: 24th July 2026 Payment date: 2nd September 2026 Dividend yield will be 0.8%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 112% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 09NOCIL Limited announces Annual dividend, payable on September 02, 2026NOCIL Limited announced Annual dividend of INR 1.5000 per share payable on September 02, 2026, ex-date on July 24, 2026 and record date on July 24, 2026.Reported Earnings • May 09Full year 2026 earnings released: EPS: ₹3.33 (vs ₹6.17 in FY 2025)Full year 2026 results: EPS: ₹3.33 (down from ₹6.17 in FY 2025). Revenue: ₹13.4b (down 3.8% from FY 2025). Net income: ₹556.3m (down 46% from FY 2025). Profit margin: 4.2% (down from 7.4% in FY 2025). Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • May 08NOCIL Limited, Annual General Meeting, Aug 03, 2026NOCIL Limited, Annual General Meeting, Aug 03, 2026, at 15:00 Indian Standard Time.お知らせ • Apr 10NOCIL Limited to Report Fiscal Year 2026 Results on May 07, 2026NOCIL Limited announced that they will report fiscal year 2026 results at 12:08 PM, Indian Standard Time on May 07, 2026Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹160, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 26x in the Chemicals industry in India. Total loss to shareholders of 19% over the past three years.Price Target Changed • Feb 13Price target increased by 7.5% to ₹214Up from ₹199, the current price target is an average from 7 analysts. New target price is 42% above last closing price of ₹151. Stock is down 25% over the past year. The company is forecast to post earnings per share of ₹4.40 for next year compared to ₹6.17 last year.お知らせ • Jan 19NOCIL Limited to Report Q3, 2026 Results on Feb 11, 2026NOCIL Limited announced that they will report Q3, 2026 results at 12:08 PM, Indian Standard Time on Feb 11, 2026Buy Or Sell Opportunity • Nov 13Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 2.2% to ₹178. The fair value is estimated to be ₹146, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.2% over the last 3 years. Earnings per share has declined by 24%. Revenue is forecast to grow by 24% in 2 years. Earnings are forecast to grow by 115% in the next 2 years.Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: ₹0.73 (vs ₹2.53 in 2Q 2025)Second quarter 2026 results: EPS: ₹0.73 (down from ₹2.53 in 2Q 2025). Revenue: ₹3.31b (down 11% from 2Q 2025). Net income: ₹121.2m (down 71% from 2Q 2025). Profit margin: 3.7% (down from 11% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.お知らせ • Oct 06NOCIL Limited to Report Q2, 2026 Results on Oct 31, 2025NOCIL Limited announced that they will report Q2, 2026 results on Oct 31, 2025Price Target Changed • Oct 06Price target decreased by 7.8% to ₹202Down from ₹219, the current price target is an average from 8 analysts. New target price is 12% above last closing price of ₹181. Stock is down 34% over the past year. The company is forecast to post earnings per share of ₹5.78 for next year compared to ₹6.17 last year.Upcoming Dividend • Jul 23Upcoming dividend of ₹2.00 per shareEligible shareholders must have bought the stock before 30 July 2025. Payment date: 06 September 2025. Payout ratio is a comfortable 32% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Indian dividend payers (1.2%). Higher than average of industry peers (0.7%).お知らせ • Jul 16NOCIL Limited to Report Q1, 2026 Results on Aug 07, 2025NOCIL Limited announced that they will report Q1, 2026 results on Aug 07, 2025Reported Earnings • Jul 15Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ₹6.17 (down from ₹7.98 in FY 2024). Revenue: ₹13.9b (down 3.6% from FY 2024). Net income: ₹1.03b (down 23% from FY 2024). Profit margin: 7.4% (down from 9.2% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 4.7%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Declared Dividend • May 21Dividend reduced to ₹2.00Dividend of ₹2.00 is 33% lower than last year. Ex-date: 30th July 2025 Payment date: 6th September 2025 Dividend yield will be 1.1%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (38% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 76% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 20NOCIL Limited announces Annual dividend, payable on September 06, 2025NOCIL Limited announced Annual dividend of INR 2.0000 per share payable on September 06, 2025, ex-date on July 30, 2025 and record date on July 30, 2025.Price Target Changed • May 20Price target decreased by 7.3% to ₹221Down from ₹238, the current price target is an average from 9 analysts. New target price is 23% above last closing price of ₹179. Stock is down 32% over the past year. The company is forecast to post earnings per share of ₹7.02 for next year compared to ₹6.17 last year.お知らせ • May 16NOCIL Limited, Annual General Meeting, Aug 07, 2025NOCIL Limited, Annual General Meeting, Aug 07, 2025.Reported Earnings • May 16Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ₹6.17 (down from ₹7.98 in FY 2024). Revenue: ₹14.2b (down 1.4% from FY 2024). Net income: ₹1.03b (down 23% from FY 2024). Profit margin: 7.2% (down from 9.2% in FY 2024). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 4.7%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • Apr 28NOCIL Limited to Report Fiscal Year 2025 Results on May 15, 2025NOCIL Limited announced that they will report fiscal year 2025 results on May 15, 2025Price Target Changed • Feb 17Price target decreased by 7.5% to ₹248Down from ₹268, the current price target is an average from 9 analysts. New target price is 27% above last closing price of ₹195. Stock is down 33% over the past year. The company is forecast to post earnings per share of ₹6.50 for next year compared to ₹7.98 last year.Reported Earnings • Feb 07Third quarter 2025 earnings released: EPS: ₹0.77 (vs ₹1.80 in 3Q 2024)Third quarter 2025 results: EPS: ₹0.77 (down from ₹1.80 in 3Q 2024). Revenue: ₹3.27b (down 3.9% from 3Q 2024). Net income: ₹129.0m (down 57% from 3Q 2024). Profit margin: 3.9% (down from 8.8% in 3Q 2024). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Jan 15NOCIL Limited to Report Q3, 2025 Results on Feb 06, 2025NOCIL Limited announced that they will report Q3, 2025 results on Feb 06, 2025Reported Earnings • Oct 30Second quarter 2025 earnings released: EPS: ₹2.53 (vs ₹1.63 in 2Q 2024)Second quarter 2025 results: EPS: ₹2.53 (up from ₹1.63 in 2Q 2024). Revenue: ₹3.71b (up 5.8% from 2Q 2024). Net income: ₹421.3m (up 55% from 2Q 2024). Profit margin: 11% (up from 7.7% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Oct 09NOCIL Limited to Report Q2, 2025 Results on Oct 28, 2024NOCIL Limited announced that they will report Q2, 2025 results at 12:08 PM, Indian Standard Time on Oct 28, 2024New Risk • Aug 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Aug 09NOCIL Limited Approves Dividend PaymentNOCIL Limited approved at its AGM held on 8 August 2024 the dividend of INR 3/- per equity shares of INR 10 /- each.お知らせ • Jul 22+ 1 more updateNOCIL Limited Announces Cessation of Dharmishta Raval as Independent DirectorMs. Dharmishta Raval (DIN:02792246) has ceased to be an Independent Director of NOCIL Limited upon completion of her second term of 5 (five) consecutive years on July 22, 2024.Upcoming Dividend • Jul 19Upcoming dividend of ₹3.00 per shareEligible shareholders must have bought the stock before 26 July 2024. Payment date: 07 September 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Indian dividend payers (1.1%). Higher than average of industry peers (0.7%).Reported Earnings • Jul 13Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: ₹7.98 (down from ₹8.95 in FY 2023). Revenue: ₹14.4b (down 11% from FY 2023). Net income: ₹1.33b (down 11% from FY 2023). Profit margin: 9.2% (in line with FY 2023). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 5.3%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 4% per year.Board Change • Jul 13High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Ramesh Iyer was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 29NOCIL Limited Announces Caseation of DirectorsNOCIL Limited announced that Mr. Rohit Arora (Mr. Pradeep V. Bhide (DIN:03304262) and Mr. Dhananjay Mungale (DIN:00007563) have ceased to be an Independent Director of the Company upon completion of their second term of 5 (five) consecutive years on 29th June, 2024 .Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹269, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 31x in the Chemicals industry in India. Total returns to shareholders of 35% over the past three years.Reported Earnings • Jun 04Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: ₹7.98 (down from ₹8.95 in FY 2023). Revenue: ₹14.4b (down 11% from FY 2023). Net income: ₹1.33b (down 11% from FY 2023). Profit margin: 9.2% (in line with FY 2023). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 5.3%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 3% per year.お知らせ • May 31NOCIL Limited, Annual General Meeting, Aug 08, 2024NOCIL Limited, Annual General Meeting, Aug 08, 2024.Declared Dividend • May 31Dividend of ₹3.00 announcedDividend of ₹3.00 is the same as last year. Ex-date: 26th July 2024 Payment date: 7th September 2024 Dividend yield will be 1.2%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 59% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 09NOCIL Limited to Report Fiscal Year 2024 Results on May 29, 2024NOCIL Limited announced that they will report fiscal year 2024 results on May 29, 2024Price Target Changed • Feb 21Price target increased by 7.6% to ₹268Up from ₹249, the current price target is an average from 8 analysts. New target price is 5.1% below last closing price of ₹283. Stock is up 23% over the past year. The company is forecast to post earnings per share of ₹8.10 for next year compared to ₹8.95 last year.Reported Earnings • Feb 11Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: ₹1.80 (up from ₹1.12 in 3Q 2023). Revenue: ₹3.41b (up 4.6% from 3Q 2023). Net income: ₹300.0m (up 61% from 3Q 2023). Profit margin: 8.8% (up from 5.7% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 7.5%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 10NOCIL Limited to Report Q3, 2024 Results on Feb 07, 2024NOCIL Limited announced that they will report Q3, 2024 results on Feb 07, 2024Price Target Changed • Nov 09Price target decreased by 7.3% to ₹220Down from ₹238, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of ₹225. Stock is up 2.3% over the past year. The company is forecast to post earnings per share of ₹7.50 for next year compared to ₹8.95 last year.Reported Earnings • Nov 03Second quarter 2024 earnings released: EPS: ₹1.63 (vs ₹2.14 in 2Q 2023)Second quarter 2024 results: EPS: ₹1.63 (down from ₹2.14 in 2Q 2023). Revenue: ₹3.56b (down 8.7% from 2Q 2023). Net income: ₹271.6m (down 24% from 2Q 2023). Profit margin: 7.6% (down from 9.2% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 16% per year.お知らせ • Oct 10NOCIL Limited to Report Q2, 2024 Results on Nov 02, 2023NOCIL Limited announced that they will report Q2, 2024 results on Nov 02, 2023お知らせ • Aug 02+ 1 more updateNOCIL Limited Approves the Appointment of Anand V.S. as the Managing DirectorNOCIL Limited at its Annual General Meeting held on 31 July 2023 approved the Appointment of Mr. Anand V.S. as the Managing Director for a period of five years with effect from 1 August,2023 upto 31 July, 2028.New Risk • Aug 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.8% Last year net profit margin: 11% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (7.8% net profit margin).Upcoming Dividend • Jul 17Upcoming dividend of ₹3.00 per share at 1.4% yieldEligible shareholders must have bought the stock before 24 July 2023. Payment date: 30 August 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.9%).お知らせ • Jul 12NOCIL Limited to Report Q1, 2024 Results on Jul 31, 2023NOCIL Limited announced that they will report Q1, 2024 results on Jul 31, 2023Reported Earnings • Jul 08Full year 2023 earnings: EPS in line with analyst expectations despite revenue beatFull year 2023 results: EPS: ₹8.95 (down from ₹10.58 in FY 2022). Revenue: ₹16.2b (up 2.9% from FY 2022). Net income: ₹1.49b (down 15% from FY 2022). Profit margin: 9.2% (down from 11% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 9.0% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 27% per year.Price Target Changed • Jun 01Price target decreased by 9.0% to ₹221Down from ₹243, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of ₹225. Stock is down 11% over the past year. The company is forecast to post earnings per share of ₹9.70 for next year compared to ₹8.95 last year.お知らせ • May 31+ 1 more updateNOCIL Limited, Annual General Meeting, Jul 31, 2023NOCIL Limited, Annual General Meeting, Jul 31, 2023, at 15:00 Indian Standard Time. Agenda: To consider the payment of Dividend.Reported Earnings • May 30Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: ₹8.95 (down from ₹10.58 in FY 2022). Revenue: ₹16.2b (up 3.3% from FY 2022). Net income: ₹1.49b (down 15% from FY 2022). Profit margin: 9.2% (down from 11% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.0%. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 13NOCIL Limited to Report Fiscal Year 2023 Results on May 29, 2023NOCIL Limited announced that they will report fiscal year 2023 results on May 29, 2023Price Target Changed • Mar 10Price target decreased by 11% to ₹243Down from ₹273, the current price target is an average from 4 analysts. New target price is 8.7% above last closing price of ₹223. Stock is up 9.0% over the past year. The company is forecast to post earnings per share of ₹9.60 for next year compared to ₹10.58 last year.Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: ₹1.12 (vs ₹1.79 in 3Q 2022)Third quarter 2023 results: EPS: ₹1.12 (down from ₹1.79 in 3Q 2022). Revenue: ₹3.28b (down 16% from 3Q 2022). Net income: ₹186.2m (down 38% from 3Q 2022). Profit margin: 5.7% (down from 7.7% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 17NOCIL Limited to Report Q3, 2023 Results on Feb 10, 2023NOCIL Limited announced that they will report Q3, 2023 results at 4:00 PM, Indian Standard Time on Feb 10, 2023Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 7 highly experienced directors. Deputy MD & Executive Director V. Anand was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: ₹2.14 (vs ₹1.80 in 2Q 2022)Second quarter 2023 results: EPS: ₹2.14 (up from ₹1.80 in 2Q 2022). Revenue: ₹3.90b (up 4.0% from 2Q 2022). Net income: ₹357.3m (up 19% from 2Q 2022). Profit margin: 9.2% (up from 8.0% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 12NOCIL Limited to Report First Half, 2023 Results on Nov 08, 2022NOCIL Limited announced that they will report first half, 2023 results on Nov 08, 2022Upcoming Dividend • Jul 13Upcoming dividend of ₹3.00 per shareEligible shareholders must have bought the stock before 20 July 2022. Payment date: 27 August 2022. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Indian dividend payers (1.8%). Higher than average of industry peers (0.8%).Reported Earnings • Jul 05Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: ₹10.58 (up from ₹5.33 in FY 2021). Revenue: ₹15.7b (up 70% from FY 2021). Net income: ₹1.76b (up 99% from FY 2021). Profit margin: 11% (up from 9.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Over the next year, revenue is forecast to grow 18%, compared to a 17% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.お知らせ • Jul 04NOCIL Limited to Report Q1, 2023 Results on Jul 28, 2022NOCIL Limited announced that they will report Q1, 2023 results on Jul 28, 2022Board Change • Jun 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. Deputy MD & Additional Director V. Anand was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Major Estimate Revision • May 24Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from ₹17.6b to ₹18.5b. EPS estimate increased from ₹12.65 to ₹14.10 per share. Net income forecast to grow 33% next year vs 24% growth forecast for Chemicals industry in India. Consensus price target broadly unchanged at ₹304. Share price rose 4.2% to ₹254 over the past week.Reported Earnings • May 19Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: ₹10.58 (up from ₹5.33 in FY 2021). Revenue: ₹15.7b (up 70% from FY 2021). Net income: ₹1.76b (up 99% from FY 2021). Profit margin: 11% (up from 9.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Over the next year, revenue is forecast to grow 12%, compared to a 21% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.お知らせ • May 18+ 1 more updateNOCIL Limited Recommends Final Dividend for the Financial Year Ended March 31, 2022The Board of Directors of NOCIL Limited at its meeting held on May 17, 2022 recommended final dividend of INR 3 per share of the face value of INR 10/- each (i.e. 30% of the face value).お知らせ • May 07NOCIL Limited to Report Fiscal Year 2022 Results on May 17, 2022NOCIL Limited announced that they will report fiscal year 2022 results on May 17, 2022お知らせ • Apr 19Nocil Limited Announces Demise of Mr. N. Sankar, Independent DirectorNOCIL Limited announced sudden and sad demise of Mr. N. Sankar, Independent Director of the company on Sunday, 17 April,2022.Valuation Update With 7 Day Price Move • Apr 01Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹250, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 27x in the Chemicals industry in India. Total returns to shareholders of 90% over the past three years.Buying Opportunity • Feb 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be ₹248, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% per annum over the last 3 years. Earnings per share has declined by 17% per annum over the last 3 years.Major Estimate Revision • Feb 11Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from ₹14.9b to ₹15.1b. EPS estimate fell from ₹10.60 to ₹9.10 per share. Net income forecast to grow 45% next year vs 21% growth forecast for Chemicals industry in India. Consensus price target down from ₹340 to ₹301. Share price fell 3.7% to ₹221 over the past week.Price Target Changed • Feb 08Price target decreased to ₹301Down from ₹340, the current price target is provided by 1 analyst. New target price is 35% above last closing price of ₹223. Stock is up 46% over the past year. The company is forecast to post earnings per share of ₹9.10 for next year compared to ₹5.33 last year.お知らせ • Feb 05NOCIL Limited Announces Appointment of Anand V.S. as Deputy Managing Director, with Effect from March 3, 2022NOCIL Limited informed that based on recommendation of the Nomination and Remuneration Committee, the Board of Directors of the Company, at its meeting held on 4th February,2022 has appointed Mr. Anand V.S. as Additional Director designated as Deputy Managing Director of the Company w.e.f. 3rd March, 2022. The aforementioned appointment shall be subject to the approval of the Members by way of a Postal Ballot. Appointment for a period of 5 (five) years from 3rd March, 2022 to 2nd March, 2027 subject to the approval of the Members by way of a Postal Ballot. Prior to joining NOCIL, Mr. Anand was Managing Director of Chemetall India (BASF Company). Mr. Anand was associated with BASF from 1997 till February 2022. He has over two decades of diverse experience across Textile Chemicals, Care Chemicals etc. During his career he has led various leadership role.Reported Earnings • Feb 05Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: ₹1.79 (up from ₹1.34 in 3Q 2021). Revenue: ₹3.89b (up 42% from 3Q 2021). Net income: ₹297.9m (up 34% from 3Q 2021). Profit margin: 7.7% (down from 8.1% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.3%. Over the next year, revenue is forecast to grow 19%, compared to a 21% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.Reported Earnings • Nov 06Second quarter 2022 earnings released: EPS ₹1.80 (vs ₹1.02 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹3.77b (up 70% from 2Q 2021). Net income: ₹299.9m (up 78% from 2Q 2021). Profit margin: 8.0% (up from 7.6% in 2Q 2021). The increase in margin was driven by higher revenue.Recent Insider Transactions • Sep 01Insider recently sold ₹1.4m worth of stockOn the 27th of August, C. Nandi sold around 5k shares on-market at roughly ₹277 per share. In the last 3 months, they made an even bigger sale worth ₹8.2m. Insiders have been net sellers, collectively disposing of ₹229m more than they bought in the last 12 months.Recent Insider Transactions • Aug 12Insider recently sold ₹2.8m worth of stockOn the 6th of August, C. Nandi sold around 10k shares on-market at roughly ₹290 per share. In the last 3 months, they made an even bigger sale worth ₹8.2m. Insiders have been net sellers, collectively disposing of ₹227m more than they bought in the last 12 months.Major Estimate Revision • Aug 10Consensus revenue estimates increase to ₹13.2bThe consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from ₹11.8b to ₹13.2b. EPS estimate increased from ₹8.25 to ₹10.60 per share. Net income forecast to grow 48% next year vs 17% growth forecast for Chemicals industry in India. Consensus price target up from ₹246 to ₹321. Share price fell 5.6% to ₹267 over the past week.Upcoming Dividend • Jul 19Upcoming dividend of ₹2.00 per shareEligible shareholders must have bought the stock before 26 July 2021. Payment date: 02 September 2021. Trailing yield: 0.8%. Lower than top quartile of Indian dividend payers (1.4%). In line with average of industry peers (0.7%).Reported Earnings • Jul 11Full year 2021 earnings released: EPS ₹5.33 (vs ₹7.89 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: ₹9.25b (up 9.3% from FY 2020). Net income: ₹884.1m (down 32% from FY 2020). Profit margin: 9.6% (down from 15% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹254, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 33x in the Chemicals industry in India. Total returns to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹136 per share.Recent Insider Transactions • Jun 23Insider recently sold ₹2.1m worth of stockOn the 17th of June, C. Nandi sold around 10k shares on-market at roughly ₹212 per share. In the last 3 months, they made an even bigger sale worth ₹8.2m. Insiders have been net sellers, collectively disposing of ₹217m more than they bought in the last 12 months.Recent Insider Transactions • Jun 16Vice President of QA recently sold ₹2.1m worth of stockOn the 10th of June, N. Gangal sold around 10k shares on-market at roughly ₹210 per share. In the last 3 months, there was an even bigger sale from another insider worth ₹8.2m. Insiders have been net sellers, collectively disposing of ₹215m more than they bought in the last 12 months.Recent Insider Transactions • Jun 05Insider recently sold ₹8.2m worth of stockOn the 3rd of June, C. Nandi sold around 40k shares on-market at roughly ₹204 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹213m more than they bought in the last 12 months.Reported Earnings • May 30Full year 2021 earnings released: EPS ₹5.33 (vs ₹7.89 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: ₹9.39b (up 11% from FY 2020). Net income: ₹884.1m (down 32% from FY 2020). Profit margin: 9.4% (down from 15% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • May 28NOCIL Limited Announces Final DividendNOCIL Limited announced that its board of directors, at the Meeting held on May 27, 2021, has declared an final Dividend of INR 2.00 per Equity Share of the face value of INR 10 each (20% of the face value) which is subject to approval by the Members of the Company at the Annual General Meeting to be held on 3 August, 2021.Recent Insider Transactions • Apr 02Vice President of QA recently sold ₹2.9m worth of stockOn the 26th of March, N. Gangal sold around 17k shares on-market at roughly ₹176 per share. In the last 3 months, there was an even bigger sale from another insider worth ₹12m. Insiders have been net sellers, collectively disposing of ₹191m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹175, the stock is trading at a trailing P/E ratio of 39.6x, up from the previous P/E ratio of 33.8x. This compares to an average P/E of 17x in the Chemicals industry in India. Total returns to shareholders over the past three years are 2.6%.Recent Insider Transactions • Feb 12Vice President of QA recently sold ₹4.6m worth of stockOn the 8th of February, N. Gangal sold around 30k shares on-market at roughly ₹154 per share. In the last 3 months, there was an even bigger sale from another insider worth ₹13m. Insiders have been net sellers, collectively disposing of ₹161m more than they bought in the last 12 months.Is New 90 Day High Low • Feb 12New 90-day high: ₹161The company is up 9.0% from its price of ₹147 on 14 November 2020. The Indian market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₹118 per share.Major Estimate Revision • Feb 09Analysts increase revenue estimates to ₹9.21bThe 2021 consensus revenue estimate increased from ₹8.04b. Earning per share (EPS) estimate also increased from ₹4.60 to ₹5.15 for the same period. Net income is expected to grow by 63% next year compared to 27% growth forecast for the Chemicals industry in India. The consensus price target increased from ₹148 to ₹174. Share price is up 6.7% to ₹152 over the past week.Price Target Changed • Feb 04Price target raised to ₹157Up from ₹140, the current price target is an average from 2 analysts. The new target price is close to the current share price of ₹152. As of last close, the stock is up 54% over the past year.Reported Earnings • Feb 03Third quarter 2021 earnings released: EPS ₹1.34 (vs ₹1.27 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: ₹2.75b (up 41% from 3Q 2020). Net income: ₹223.1m (up 6.3% from 3Q 2020). Profit margin: 8.1% (down from 11% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.業績と収益の成長予測BSE:500730 - 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3/31/202917,937N/AN/AN/A13/31/202817,8261,43554498953/31/202715,298973-5151,15253/31/202613,3995567732,521N/A12/31/202513,123594N/AN/AN/A9/30/202513,146631-1,0111,032N/A6/30/202513,567931N/AN/AN/A3/31/202513,9271,029-976256N/A12/31/202414,0951,236N/AN/AN/A9/30/202414,3201,4071,2231,601N/A6/30/202414,2021,258N/AN/AN/A3/31/202414,4471,3301,6552,009N/A12/31/202314,8091,198N/AN/AN/A9/30/202314,6601,0841,5521,904N/A6/30/202315,0431,170N/AN/AN/A3/31/202316,1661,4922,5232,820N/A12/31/202216,8661,898N/AN/AN/A9/30/202217,4982,0091,6762,012N/A6/30/202217,3571,952N/AN/AN/A3/31/202215,7131,761-664-302N/A12/31/202114,3061,445N/AN/AN/A9/30/202113,1621,370-465-128N/A6/30/202111,6271,239N/AN/AN/A3/31/20219,247884666936N/A12/31/20208,153730N/AN/AN/A9/30/20207,3517165371,131N/A6/30/20207,2321,097N/AN/AN/A3/31/20208,4631,307-51,794N/A12/31/20198,7521,450N/AN/AN/A9/30/20199,4211,689N/A2,191N/A6/30/201910,0441,668N/AN/AN/A3/31/201910,4291,849N/A1,641N/A3/31/20189,6761,699N/A1,023N/A3/31/20177,422971N/A1,422N/A3/31/20167,152783N/A1,704N/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: 500730の予測収益成長率 (年間44.4% ) は 貯蓄率 ( 6.9% ) を上回っています。収益対市場: 500730の収益 ( 44.4% ) はIndian市場 ( 16.3% ) 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: 500730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: 500730の収益 ( 12% ) Indian市場 ( 10.8% ) よりも速いペースで成長すると予測されています。高い収益成長: 500730の収益 ( 12% ) 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: 500730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 ( 4.8 %)。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2026/05/22 18:33終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋NOCIL Limited 5 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。13 アナリスト機関Sailesh Raja360 ONE Capital Market Private Limitednull nullAnand Rathi Shares and Stock Brokers LimitedNav BhardwajAnand Rathi Shares and Stock Brokers Limited10 その他のアナリストを表示
Price Target Changed • May 11Price target increased by 10% to ₹211Up from ₹191, the current price target is an average from 6 analysts. New target price is 15% above last closing price of ₹183. Stock is down 2.6% over the past year. The company is forecast to post earnings per share of ₹6.28 for next year compared to ₹3.33 last year.
Price Target Changed • Feb 13Price target increased by 7.5% to ₹214Up from ₹199, the current price target is an average from 7 analysts. New target price is 42% above last closing price of ₹151. Stock is down 25% over the past year. The company is forecast to post earnings per share of ₹4.40 for next year compared to ₹6.17 last year.
Price Target Changed • Oct 06Price target decreased by 7.8% to ₹202Down from ₹219, the current price target is an average from 8 analysts. New target price is 12% above last closing price of ₹181. Stock is down 34% over the past year. The company is forecast to post earnings per share of ₹5.78 for next year compared to ₹6.17 last year.
Price Target Changed • May 20Price target decreased by 7.3% to ₹221Down from ₹238, the current price target is an average from 9 analysts. New target price is 23% above last closing price of ₹179. Stock is down 32% over the past year. The company is forecast to post earnings per share of ₹7.02 for next year compared to ₹6.17 last year.
Price Target Changed • Feb 17Price target decreased by 7.5% to ₹248Down from ₹268, the current price target is an average from 9 analysts. New target price is 27% above last closing price of ₹195. Stock is down 33% over the past year. The company is forecast to post earnings per share of ₹6.50 for next year compared to ₹7.98 last year.
Price Target Changed • Feb 21Price target increased by 7.6% to ₹268Up from ₹249, the current price target is an average from 8 analysts. New target price is 5.1% below last closing price of ₹283. Stock is up 23% over the past year. The company is forecast to post earnings per share of ₹8.10 for next year compared to ₹8.95 last year.
Price Target Changed • May 11Price target increased by 10% to ₹211Up from ₹191, the current price target is an average from 6 analysts. New target price is 15% above last closing price of ₹183. Stock is down 2.6% over the past year. The company is forecast to post earnings per share of ₹6.28 for next year compared to ₹3.33 last year.
Declared Dividend • May 11Dividend reduced to ₹1.50Dividend of ₹1.50 is 25% lower than last year. Ex-date: 24th July 2026 Payment date: 2nd September 2026 Dividend yield will be 0.8%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 112% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 09NOCIL Limited announces Annual dividend, payable on September 02, 2026NOCIL Limited announced Annual dividend of INR 1.5000 per share payable on September 02, 2026, ex-date on July 24, 2026 and record date on July 24, 2026.
Reported Earnings • May 09Full year 2026 earnings released: EPS: ₹3.33 (vs ₹6.17 in FY 2025)Full year 2026 results: EPS: ₹3.33 (down from ₹6.17 in FY 2025). Revenue: ₹13.4b (down 3.8% from FY 2025). Net income: ₹556.3m (down 46% from FY 2025). Profit margin: 4.2% (down from 7.4% in FY 2025). Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • May 08NOCIL Limited, Annual General Meeting, Aug 03, 2026NOCIL Limited, Annual General Meeting, Aug 03, 2026, at 15:00 Indian Standard Time.
お知らせ • Apr 10NOCIL Limited to Report Fiscal Year 2026 Results on May 07, 2026NOCIL Limited announced that they will report fiscal year 2026 results at 12:08 PM, Indian Standard Time on May 07, 2026
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹160, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 26x in the Chemicals industry in India. Total loss to shareholders of 19% over the past three years.
Price Target Changed • Feb 13Price target increased by 7.5% to ₹214Up from ₹199, the current price target is an average from 7 analysts. New target price is 42% above last closing price of ₹151. Stock is down 25% over the past year. The company is forecast to post earnings per share of ₹4.40 for next year compared to ₹6.17 last year.
お知らせ • Jan 19NOCIL Limited to Report Q3, 2026 Results on Feb 11, 2026NOCIL Limited announced that they will report Q3, 2026 results at 12:08 PM, Indian Standard Time on Feb 11, 2026
Buy Or Sell Opportunity • Nov 13Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 2.2% to ₹178. The fair value is estimated to be ₹146, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.2% over the last 3 years. Earnings per share has declined by 24%. Revenue is forecast to grow by 24% in 2 years. Earnings are forecast to grow by 115% in the next 2 years.
Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: ₹0.73 (vs ₹2.53 in 2Q 2025)Second quarter 2026 results: EPS: ₹0.73 (down from ₹2.53 in 2Q 2025). Revenue: ₹3.31b (down 11% from 2Q 2025). Net income: ₹121.2m (down 71% from 2Q 2025). Profit margin: 3.7% (down from 11% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 06NOCIL Limited to Report Q2, 2026 Results on Oct 31, 2025NOCIL Limited announced that they will report Q2, 2026 results on Oct 31, 2025
Price Target Changed • Oct 06Price target decreased by 7.8% to ₹202Down from ₹219, the current price target is an average from 8 analysts. New target price is 12% above last closing price of ₹181. Stock is down 34% over the past year. The company is forecast to post earnings per share of ₹5.78 for next year compared to ₹6.17 last year.
Upcoming Dividend • Jul 23Upcoming dividend of ₹2.00 per shareEligible shareholders must have bought the stock before 30 July 2025. Payment date: 06 September 2025. Payout ratio is a comfortable 32% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Indian dividend payers (1.2%). Higher than average of industry peers (0.7%).
お知らせ • Jul 16NOCIL Limited to Report Q1, 2026 Results on Aug 07, 2025NOCIL Limited announced that they will report Q1, 2026 results on Aug 07, 2025
Reported Earnings • Jul 15Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ₹6.17 (down from ₹7.98 in FY 2024). Revenue: ₹13.9b (down 3.6% from FY 2024). Net income: ₹1.03b (down 23% from FY 2024). Profit margin: 7.4% (down from 9.2% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 4.7%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Declared Dividend • May 21Dividend reduced to ₹2.00Dividend of ₹2.00 is 33% lower than last year. Ex-date: 30th July 2025 Payment date: 6th September 2025 Dividend yield will be 1.1%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (38% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 76% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 20NOCIL Limited announces Annual dividend, payable on September 06, 2025NOCIL Limited announced Annual dividend of INR 2.0000 per share payable on September 06, 2025, ex-date on July 30, 2025 and record date on July 30, 2025.
Price Target Changed • May 20Price target decreased by 7.3% to ₹221Down from ₹238, the current price target is an average from 9 analysts. New target price is 23% above last closing price of ₹179. Stock is down 32% over the past year. The company is forecast to post earnings per share of ₹7.02 for next year compared to ₹6.17 last year.
お知らせ • May 16NOCIL Limited, Annual General Meeting, Aug 07, 2025NOCIL Limited, Annual General Meeting, Aug 07, 2025.
Reported Earnings • May 16Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ₹6.17 (down from ₹7.98 in FY 2024). Revenue: ₹14.2b (down 1.4% from FY 2024). Net income: ₹1.03b (down 23% from FY 2024). Profit margin: 7.2% (down from 9.2% in FY 2024). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 4.7%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 28NOCIL Limited to Report Fiscal Year 2025 Results on May 15, 2025NOCIL Limited announced that they will report fiscal year 2025 results on May 15, 2025
Price Target Changed • Feb 17Price target decreased by 7.5% to ₹248Down from ₹268, the current price target is an average from 9 analysts. New target price is 27% above last closing price of ₹195. Stock is down 33% over the past year. The company is forecast to post earnings per share of ₹6.50 for next year compared to ₹7.98 last year.
Reported Earnings • Feb 07Third quarter 2025 earnings released: EPS: ₹0.77 (vs ₹1.80 in 3Q 2024)Third quarter 2025 results: EPS: ₹0.77 (down from ₹1.80 in 3Q 2024). Revenue: ₹3.27b (down 3.9% from 3Q 2024). Net income: ₹129.0m (down 57% from 3Q 2024). Profit margin: 3.9% (down from 8.8% in 3Q 2024). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Jan 15NOCIL Limited to Report Q3, 2025 Results on Feb 06, 2025NOCIL Limited announced that they will report Q3, 2025 results on Feb 06, 2025
Reported Earnings • Oct 30Second quarter 2025 earnings released: EPS: ₹2.53 (vs ₹1.63 in 2Q 2024)Second quarter 2025 results: EPS: ₹2.53 (up from ₹1.63 in 2Q 2024). Revenue: ₹3.71b (up 5.8% from 2Q 2024). Net income: ₹421.3m (up 55% from 2Q 2024). Profit margin: 11% (up from 7.7% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Oct 09NOCIL Limited to Report Q2, 2025 Results on Oct 28, 2024NOCIL Limited announced that they will report Q2, 2025 results at 12:08 PM, Indian Standard Time on Oct 28, 2024
New Risk • Aug 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Aug 09NOCIL Limited Approves Dividend PaymentNOCIL Limited approved at its AGM held on 8 August 2024 the dividend of INR 3/- per equity shares of INR 10 /- each.
お知らせ • Jul 22+ 1 more updateNOCIL Limited Announces Cessation of Dharmishta Raval as Independent DirectorMs. Dharmishta Raval (DIN:02792246) has ceased to be an Independent Director of NOCIL Limited upon completion of her second term of 5 (five) consecutive years on July 22, 2024.
Upcoming Dividend • Jul 19Upcoming dividend of ₹3.00 per shareEligible shareholders must have bought the stock before 26 July 2024. Payment date: 07 September 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Indian dividend payers (1.1%). Higher than average of industry peers (0.7%).
Reported Earnings • Jul 13Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: ₹7.98 (down from ₹8.95 in FY 2023). Revenue: ₹14.4b (down 11% from FY 2023). Net income: ₹1.33b (down 11% from FY 2023). Profit margin: 9.2% (in line with FY 2023). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 5.3%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 4% per year.
Board Change • Jul 13High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Ramesh Iyer was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 29NOCIL Limited Announces Caseation of DirectorsNOCIL Limited announced that Mr. Rohit Arora (Mr. Pradeep V. Bhide (DIN:03304262) and Mr. Dhananjay Mungale (DIN:00007563) have ceased to be an Independent Director of the Company upon completion of their second term of 5 (five) consecutive years on 29th June, 2024 .
Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹269, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 31x in the Chemicals industry in India. Total returns to shareholders of 35% over the past three years.
Reported Earnings • Jun 04Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: ₹7.98 (down from ₹8.95 in FY 2023). Revenue: ₹14.4b (down 11% from FY 2023). Net income: ₹1.33b (down 11% from FY 2023). Profit margin: 9.2% (in line with FY 2023). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 5.3%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 3% per year.
お知らせ • May 31NOCIL Limited, Annual General Meeting, Aug 08, 2024NOCIL Limited, Annual General Meeting, Aug 08, 2024.
Declared Dividend • May 31Dividend of ₹3.00 announcedDividend of ₹3.00 is the same as last year. Ex-date: 26th July 2024 Payment date: 7th September 2024 Dividend yield will be 1.2%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 59% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 09NOCIL Limited to Report Fiscal Year 2024 Results on May 29, 2024NOCIL Limited announced that they will report fiscal year 2024 results on May 29, 2024
Price Target Changed • Feb 21Price target increased by 7.6% to ₹268Up from ₹249, the current price target is an average from 8 analysts. New target price is 5.1% below last closing price of ₹283. Stock is up 23% over the past year. The company is forecast to post earnings per share of ₹8.10 for next year compared to ₹8.95 last year.
Reported Earnings • Feb 11Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: ₹1.80 (up from ₹1.12 in 3Q 2023). Revenue: ₹3.41b (up 4.6% from 3Q 2023). Net income: ₹300.0m (up 61% from 3Q 2023). Profit margin: 8.8% (up from 5.7% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 7.5%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 10NOCIL Limited to Report Q3, 2024 Results on Feb 07, 2024NOCIL Limited announced that they will report Q3, 2024 results on Feb 07, 2024
Price Target Changed • Nov 09Price target decreased by 7.3% to ₹220Down from ₹238, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of ₹225. Stock is up 2.3% over the past year. The company is forecast to post earnings per share of ₹7.50 for next year compared to ₹8.95 last year.
Reported Earnings • Nov 03Second quarter 2024 earnings released: EPS: ₹1.63 (vs ₹2.14 in 2Q 2023)Second quarter 2024 results: EPS: ₹1.63 (down from ₹2.14 in 2Q 2023). Revenue: ₹3.56b (down 8.7% from 2Q 2023). Net income: ₹271.6m (down 24% from 2Q 2023). Profit margin: 7.6% (down from 9.2% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 16% per year.
お知らせ • Oct 10NOCIL Limited to Report Q2, 2024 Results on Nov 02, 2023NOCIL Limited announced that they will report Q2, 2024 results on Nov 02, 2023
お知らせ • Aug 02+ 1 more updateNOCIL Limited Approves the Appointment of Anand V.S. as the Managing DirectorNOCIL Limited at its Annual General Meeting held on 31 July 2023 approved the Appointment of Mr. Anand V.S. as the Managing Director for a period of five years with effect from 1 August,2023 upto 31 July, 2028.
New Risk • Aug 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.8% Last year net profit margin: 11% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (7.8% net profit margin).
Upcoming Dividend • Jul 17Upcoming dividend of ₹3.00 per share at 1.4% yieldEligible shareholders must have bought the stock before 24 July 2023. Payment date: 30 August 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.9%).
お知らせ • Jul 12NOCIL Limited to Report Q1, 2024 Results on Jul 31, 2023NOCIL Limited announced that they will report Q1, 2024 results on Jul 31, 2023
Reported Earnings • Jul 08Full year 2023 earnings: EPS in line with analyst expectations despite revenue beatFull year 2023 results: EPS: ₹8.95 (down from ₹10.58 in FY 2022). Revenue: ₹16.2b (up 2.9% from FY 2022). Net income: ₹1.49b (down 15% from FY 2022). Profit margin: 9.2% (down from 11% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 9.0% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 27% per year.
Price Target Changed • Jun 01Price target decreased by 9.0% to ₹221Down from ₹243, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of ₹225. Stock is down 11% over the past year. The company is forecast to post earnings per share of ₹9.70 for next year compared to ₹8.95 last year.
お知らせ • May 31+ 1 more updateNOCIL Limited, Annual General Meeting, Jul 31, 2023NOCIL Limited, Annual General Meeting, Jul 31, 2023, at 15:00 Indian Standard Time. Agenda: To consider the payment of Dividend.
Reported Earnings • May 30Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: ₹8.95 (down from ₹10.58 in FY 2022). Revenue: ₹16.2b (up 3.3% from FY 2022). Net income: ₹1.49b (down 15% from FY 2022). Profit margin: 9.2% (down from 11% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.0%. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 13NOCIL Limited to Report Fiscal Year 2023 Results on May 29, 2023NOCIL Limited announced that they will report fiscal year 2023 results on May 29, 2023
Price Target Changed • Mar 10Price target decreased by 11% to ₹243Down from ₹273, the current price target is an average from 4 analysts. New target price is 8.7% above last closing price of ₹223. Stock is up 9.0% over the past year. The company is forecast to post earnings per share of ₹9.60 for next year compared to ₹10.58 last year.
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: ₹1.12 (vs ₹1.79 in 3Q 2022)Third quarter 2023 results: EPS: ₹1.12 (down from ₹1.79 in 3Q 2022). Revenue: ₹3.28b (down 16% from 3Q 2022). Net income: ₹186.2m (down 38% from 3Q 2022). Profit margin: 5.7% (down from 7.7% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 17NOCIL Limited to Report Q3, 2023 Results on Feb 10, 2023NOCIL Limited announced that they will report Q3, 2023 results at 4:00 PM, Indian Standard Time on Feb 10, 2023
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 7 highly experienced directors. Deputy MD & Executive Director V. Anand was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: ₹2.14 (vs ₹1.80 in 2Q 2022)Second quarter 2023 results: EPS: ₹2.14 (up from ₹1.80 in 2Q 2022). Revenue: ₹3.90b (up 4.0% from 2Q 2022). Net income: ₹357.3m (up 19% from 2Q 2022). Profit margin: 9.2% (up from 8.0% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 12NOCIL Limited to Report First Half, 2023 Results on Nov 08, 2022NOCIL Limited announced that they will report first half, 2023 results on Nov 08, 2022
Upcoming Dividend • Jul 13Upcoming dividend of ₹3.00 per shareEligible shareholders must have bought the stock before 20 July 2022. Payment date: 27 August 2022. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Indian dividend payers (1.8%). Higher than average of industry peers (0.8%).
Reported Earnings • Jul 05Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: ₹10.58 (up from ₹5.33 in FY 2021). Revenue: ₹15.7b (up 70% from FY 2021). Net income: ₹1.76b (up 99% from FY 2021). Profit margin: 11% (up from 9.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Over the next year, revenue is forecast to grow 18%, compared to a 17% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.
お知らせ • Jul 04NOCIL Limited to Report Q1, 2023 Results on Jul 28, 2022NOCIL Limited announced that they will report Q1, 2023 results on Jul 28, 2022
Board Change • Jun 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. Deputy MD & Additional Director V. Anand was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Major Estimate Revision • May 24Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from ₹17.6b to ₹18.5b. EPS estimate increased from ₹12.65 to ₹14.10 per share. Net income forecast to grow 33% next year vs 24% growth forecast for Chemicals industry in India. Consensus price target broadly unchanged at ₹304. Share price rose 4.2% to ₹254 over the past week.
Reported Earnings • May 19Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: ₹10.58 (up from ₹5.33 in FY 2021). Revenue: ₹15.7b (up 70% from FY 2021). Net income: ₹1.76b (up 99% from FY 2021). Profit margin: 11% (up from 9.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Over the next year, revenue is forecast to grow 12%, compared to a 21% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.
お知らせ • May 18+ 1 more updateNOCIL Limited Recommends Final Dividend for the Financial Year Ended March 31, 2022The Board of Directors of NOCIL Limited at its meeting held on May 17, 2022 recommended final dividend of INR 3 per share of the face value of INR 10/- each (i.e. 30% of the face value).
お知らせ • May 07NOCIL Limited to Report Fiscal Year 2022 Results on May 17, 2022NOCIL Limited announced that they will report fiscal year 2022 results on May 17, 2022
お知らせ • Apr 19Nocil Limited Announces Demise of Mr. N. Sankar, Independent DirectorNOCIL Limited announced sudden and sad demise of Mr. N. Sankar, Independent Director of the company on Sunday, 17 April,2022.
Valuation Update With 7 Day Price Move • Apr 01Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹250, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 27x in the Chemicals industry in India. Total returns to shareholders of 90% over the past three years.
Buying Opportunity • Feb 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be ₹248, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% per annum over the last 3 years. Earnings per share has declined by 17% per annum over the last 3 years.
Major Estimate Revision • Feb 11Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from ₹14.9b to ₹15.1b. EPS estimate fell from ₹10.60 to ₹9.10 per share. Net income forecast to grow 45% next year vs 21% growth forecast for Chemicals industry in India. Consensus price target down from ₹340 to ₹301. Share price fell 3.7% to ₹221 over the past week.
Price Target Changed • Feb 08Price target decreased to ₹301Down from ₹340, the current price target is provided by 1 analyst. New target price is 35% above last closing price of ₹223. Stock is up 46% over the past year. The company is forecast to post earnings per share of ₹9.10 for next year compared to ₹5.33 last year.
お知らせ • Feb 05NOCIL Limited Announces Appointment of Anand V.S. as Deputy Managing Director, with Effect from March 3, 2022NOCIL Limited informed that based on recommendation of the Nomination and Remuneration Committee, the Board of Directors of the Company, at its meeting held on 4th February,2022 has appointed Mr. Anand V.S. as Additional Director designated as Deputy Managing Director of the Company w.e.f. 3rd March, 2022. The aforementioned appointment shall be subject to the approval of the Members by way of a Postal Ballot. Appointment for a period of 5 (five) years from 3rd March, 2022 to 2nd March, 2027 subject to the approval of the Members by way of a Postal Ballot. Prior to joining NOCIL, Mr. Anand was Managing Director of Chemetall India (BASF Company). Mr. Anand was associated with BASF from 1997 till February 2022. He has over two decades of diverse experience across Textile Chemicals, Care Chemicals etc. During his career he has led various leadership role.
Reported Earnings • Feb 05Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: ₹1.79 (up from ₹1.34 in 3Q 2021). Revenue: ₹3.89b (up 42% from 3Q 2021). Net income: ₹297.9m (up 34% from 3Q 2021). Profit margin: 7.7% (down from 8.1% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.3%. Over the next year, revenue is forecast to grow 19%, compared to a 21% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 06Second quarter 2022 earnings released: EPS ₹1.80 (vs ₹1.02 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹3.77b (up 70% from 2Q 2021). Net income: ₹299.9m (up 78% from 2Q 2021). Profit margin: 8.0% (up from 7.6% in 2Q 2021). The increase in margin was driven by higher revenue.
Recent Insider Transactions • Sep 01Insider recently sold ₹1.4m worth of stockOn the 27th of August, C. Nandi sold around 5k shares on-market at roughly ₹277 per share. In the last 3 months, they made an even bigger sale worth ₹8.2m. Insiders have been net sellers, collectively disposing of ₹229m more than they bought in the last 12 months.
Recent Insider Transactions • Aug 12Insider recently sold ₹2.8m worth of stockOn the 6th of August, C. Nandi sold around 10k shares on-market at roughly ₹290 per share. In the last 3 months, they made an even bigger sale worth ₹8.2m. Insiders have been net sellers, collectively disposing of ₹227m more than they bought in the last 12 months.
Major Estimate Revision • Aug 10Consensus revenue estimates increase to ₹13.2bThe consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from ₹11.8b to ₹13.2b. EPS estimate increased from ₹8.25 to ₹10.60 per share. Net income forecast to grow 48% next year vs 17% growth forecast for Chemicals industry in India. Consensus price target up from ₹246 to ₹321. Share price fell 5.6% to ₹267 over the past week.
Upcoming Dividend • Jul 19Upcoming dividend of ₹2.00 per shareEligible shareholders must have bought the stock before 26 July 2021. Payment date: 02 September 2021. Trailing yield: 0.8%. Lower than top quartile of Indian dividend payers (1.4%). In line with average of industry peers (0.7%).
Reported Earnings • Jul 11Full year 2021 earnings released: EPS ₹5.33 (vs ₹7.89 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: ₹9.25b (up 9.3% from FY 2020). Net income: ₹884.1m (down 32% from FY 2020). Profit margin: 9.6% (down from 15% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹254, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 33x in the Chemicals industry in India. Total returns to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹136 per share.
Recent Insider Transactions • Jun 23Insider recently sold ₹2.1m worth of stockOn the 17th of June, C. Nandi sold around 10k shares on-market at roughly ₹212 per share. In the last 3 months, they made an even bigger sale worth ₹8.2m. Insiders have been net sellers, collectively disposing of ₹217m more than they bought in the last 12 months.
Recent Insider Transactions • Jun 16Vice President of QA recently sold ₹2.1m worth of stockOn the 10th of June, N. Gangal sold around 10k shares on-market at roughly ₹210 per share. In the last 3 months, there was an even bigger sale from another insider worth ₹8.2m. Insiders have been net sellers, collectively disposing of ₹215m more than they bought in the last 12 months.
Recent Insider Transactions • Jun 05Insider recently sold ₹8.2m worth of stockOn the 3rd of June, C. Nandi sold around 40k shares on-market at roughly ₹204 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹213m more than they bought in the last 12 months.
Reported Earnings • May 30Full year 2021 earnings released: EPS ₹5.33 (vs ₹7.89 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: ₹9.39b (up 11% from FY 2020). Net income: ₹884.1m (down 32% from FY 2020). Profit margin: 9.4% (down from 15% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • May 28NOCIL Limited Announces Final DividendNOCIL Limited announced that its board of directors, at the Meeting held on May 27, 2021, has declared an final Dividend of INR 2.00 per Equity Share of the face value of INR 10 each (20% of the face value) which is subject to approval by the Members of the Company at the Annual General Meeting to be held on 3 August, 2021.
Recent Insider Transactions • Apr 02Vice President of QA recently sold ₹2.9m worth of stockOn the 26th of March, N. Gangal sold around 17k shares on-market at roughly ₹176 per share. In the last 3 months, there was an even bigger sale from another insider worth ₹12m. Insiders have been net sellers, collectively disposing of ₹191m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹175, the stock is trading at a trailing P/E ratio of 39.6x, up from the previous P/E ratio of 33.8x. This compares to an average P/E of 17x in the Chemicals industry in India. Total returns to shareholders over the past three years are 2.6%.
Recent Insider Transactions • Feb 12Vice President of QA recently sold ₹4.6m worth of stockOn the 8th of February, N. Gangal sold around 30k shares on-market at roughly ₹154 per share. In the last 3 months, there was an even bigger sale from another insider worth ₹13m. Insiders have been net sellers, collectively disposing of ₹161m more than they bought in the last 12 months.
Is New 90 Day High Low • Feb 12New 90-day high: ₹161The company is up 9.0% from its price of ₹147 on 14 November 2020. The Indian market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₹118 per share.
Major Estimate Revision • Feb 09Analysts increase revenue estimates to ₹9.21bThe 2021 consensus revenue estimate increased from ₹8.04b. Earning per share (EPS) estimate also increased from ₹4.60 to ₹5.15 for the same period. Net income is expected to grow by 63% next year compared to 27% growth forecast for the Chemicals industry in India. The consensus price target increased from ₹148 to ₹174. Share price is up 6.7% to ₹152 over the past week.
Price Target Changed • Feb 04Price target raised to ₹157Up from ₹140, the current price target is an average from 2 analysts. The new target price is close to the current share price of ₹152. As of last close, the stock is up 54% over the past year.
Reported Earnings • Feb 03Third quarter 2021 earnings released: EPS ₹1.34 (vs ₹1.27 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: ₹2.75b (up 41% from 3Q 2020). Net income: ₹223.1m (up 6.3% from 3Q 2020). Profit margin: 8.1% (down from 11% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.