View Financial HealthPolyplex 配当と自社株買い配当金 基準チェック /46Polyplex配当を支払う会社であり、現在の利回りは0.72%で、収益によって十分にカバーされています。主要情報0.7%配当利回りn/aバイバック利回り総株主利回りn/a将来の配当利回りn/a配当成長1.4%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向67%最近の配当と自社株買いの更新Declared Dividend • Nov 16First half dividend of ₹2.00 announcedShareholders will receive a dividend of ₹2.00. Ex-date: 21st November 2025 Payment date: 13th December 2025 Dividend yield will be 0.7%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (19% earnings payout ratio) and cash flows (79% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 79% to shift the payout ratio to a potentially unsustainable range, which is more than the 27% EPS decline seen over the last 5 years.お知らせ • Sep 16Polyplex Corporation Limited Approves Final Dividend for the Financial Year 2024-25Polyplex Corporation Limited, at the AGM held on September 15, 2025 approved final dividend of INR 4.50 per equity share for the financial year 2024-25.Upcoming Dividend • Sep 08Upcoming dividend of ₹4.50 per shareEligible shareholders must have bought the stock before 15 September 2025. Payment date: 15 October 2025. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 1.3%. Within top quartile of Indian dividend payers (1.3%). Higher than average of industry peers (0.7%).Declared Dividend • Jul 30Final dividend of ₹4.50 announcedShareholders will receive a dividend of ₹4.50. Ex-date: 15th September 2025 Payment date: 15th October 2025 Dividend yield will be 1.2%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (20% 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 21% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 77% to shift the payout ratio to a potentially unsustainable range, which is more than the 5.4% EPS decline seen over the last 5 years.Declared Dividend • Nov 14First half dividend of ₹9.00 announcedShareholders will receive a dividend of ₹9.00. Ex-date: 26th November 2024 Payment date: 12th December 2024 Dividend yield will be 0.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (2% 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 4.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 98% to shift the payout ratio to a potentially unsustainable range, which is more than the 16% EPS decline seen over the last 5 years.お知らせ • Sep 24+ 1 more updatePolyplex Corporation Limited Approves Final Dividend for the Year 2023-24Polyplex Corporation Limited announced that at its AGM held on September 23, 2024, shareholders approved the declaration of final dividend of INR 1 per equity share for the financial year 2023-24.すべての更新を表示Recent updatesReported Earnings • May 24Full year 2026 earnings released: EPS: ₹14.32 (vs ₹66.64 in FY 2025)Full year 2026 results: EPS: ₹14.32 (down from ₹66.64 in FY 2025). Revenue: ₹71.7b (up 4.2% from FY 2025). Net income: ₹449.5m (down 79% from FY 2025). Profit margin: 0.6% (down from 3.0% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.お知らせ • May 20Polyplex Corporation Limited to Report Q4, 2026 Results on May 23, 2026Polyplex Corporation Limited announced that they will report Q4, 2026 results at 12:15 PM, Indian Standard Time on May 23, 2026Buy Or Sell Opportunity • Apr 01Now 27% overvaluedOver the last 90 days, the stock has fallen 5.5% to ₹791. The fair value is estimated to be ₹623, 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 declined by 49%.お知らせ • Mar 26Polyplex Corporation Limited (BSE:524051) entered into Share Purchase Agreement to acquire 51% stake in Technova Printrite Products Private Limited from Shelina P Parikh, Maya Parikh Verma, Jivan G Bhatt and Nilakshi Bhatt for approximately INR 620 million.Polyplex Corporation Limited (BSE:524051) entered into Share Purchase Agreement to acquire 51% stake in Technova Printrite Products Private Limited from Shelina P Parikh, Maya Parikh Verma, Jivan G Bhatt and Nilakshi Bhatt for approximately INR 620 million on March 25, 2026. The consideration will be paid in Cash. After the acquisition, the Continuing Sellers shall continue to hold 49% share capital of TechNova Printrite. The transaction is expected to complete within three months from the execution of the SPA, subject to fulfilment of conditions which are customary to such acquisitions.Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: ₹4.70 (vs ₹18.40 in 3Q 2025)Third quarter 2026 results: EPS: ₹4.70 (down from ₹18.40 in 3Q 2025). Revenue: ₹17.1b (flat on 3Q 2025). Net income: ₹147.6m (down 75% from 3Q 2025). Profit margin: 0.9% (down from 3.4% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.お知らせ • Jan 29Polyplex Corporation Limited to Report Q3, 2026 Results on Feb 13, 2026Polyplex Corporation Limited announced that they will report Q3, 2026 results on Feb 13, 2026Declared Dividend • Nov 16First half dividend of ₹2.00 announcedShareholders will receive a dividend of ₹2.00. Ex-date: 21st November 2025 Payment date: 13th December 2025 Dividend yield will be 0.7%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (19% earnings payout ratio) and cash flows (79% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 79% to shift the payout ratio to a potentially unsustainable range, which is more than the 27% EPS decline seen over the last 5 years.Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: ₹7.87 (vs ₹27.97 in 2Q 2025)Second quarter 2026 results: EPS: ₹7.87 (down from ₹27.97 in 2Q 2025). Revenue: ₹18.2b (up 4.5% from 2Q 2025). Net income: ₹247.0m (down 72% from 2Q 2025). Profit margin: 1.4% (down from 5.0% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.お知らせ • Oct 27Polyplex Corporation Limited to Report Q2, 2026 Results on Nov 13, 2025Polyplex Corporation Limited announced that they will report Q2, 2026 results on Nov 13, 2025お知らせ • Sep 16Polyplex Corporation Limited Approves Final Dividend for the Financial Year 2024-25Polyplex Corporation Limited, at the AGM held on September 15, 2025 approved final dividend of INR 4.50 per equity share for the financial year 2024-25.Upcoming Dividend • Sep 08Upcoming dividend of ₹4.50 per shareEligible shareholders must have bought the stock before 15 September 2025. Payment date: 15 October 2025. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 1.3%. Within top quartile of Indian dividend payers (1.3%). Higher than average of industry peers (0.7%).Reported Earnings • Aug 13First quarter 2026 earnings released: ₹6.15 loss per share (vs ₹17.05 profit in 1Q 2025)First quarter 2026 results: ₹6.15 loss per share (down from ₹17.05 profit in 1Q 2025). Revenue: ₹17.7b (up 4.9% from 1Q 2025). Net loss: ₹193.1m (down 136% from profit in 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.お知らせ • Aug 02Polyplex Corporation Limited to Report Q1, 2026 Results on Aug 12, 2025Polyplex Corporation Limited announced that they will report Q1, 2026 results on Aug 12, 2025Declared Dividend • Jul 30Final dividend of ₹4.50 announcedShareholders will receive a dividend of ₹4.50. Ex-date: 15th September 2025 Payment date: 15th October 2025 Dividend yield will be 1.2%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (20% 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 21% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 77% to shift the payout ratio to a potentially unsustainable range, which is more than the 5.4% EPS decline seen over the last 5 years.お知らせ • Jul 29Polyplex Corporation Limited, Annual General Meeting, Sep 15, 2025Polyplex Corporation Limited, Annual General Meeting, Sep 15, 2025.Reported Earnings • May 29Full year 2025 earnings released: EPS: ₹66.64 (vs ₹12.05 in FY 2024)Full year 2025 results: EPS: ₹66.64 (up from ₹12.05 in FY 2024). Revenue: ₹69.8b (up 11% from FY 2024). Net income: ₹2.09b (up 453% from FY 2024). Profit margin: 3.0% (up from 0.6% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.お知らせ • May 16Polyplex Corporation Limited to Report Q4, 2025 Results on May 28, 2025Polyplex Corporation Limited announced that they will report Q4, 2025 results on May 28, 2025Board Change • Apr 08High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Shalini Sarin was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: ₹18.40 (vs ₹1.47 in 3Q 2024)Third quarter 2025 results: EPS: ₹18.40 (up from ₹1.47 in 3Q 2024). Revenue: ₹18.3b (up 22% from 3Q 2024). Net income: ₹577.7m (up ₹531.7m from 3Q 2024). Profit margin: 3.2% (up from 0.3% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 48 percentage points per year, which is a significant difference in performance.お知らせ • Feb 06Polyplex Corporation Limited to Report Q3, 2025 Results on Feb 14, 2025Polyplex Corporation Limited announced that they will report Q3, 2025 results on Feb 14, 2025Valuation Update With 7 Day Price Move • Jan 28Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₹1,026, the stock trades at a trailing P/E ratio of 20.9x. Average trailing P/E is 28x in the Chemicals industry in India. Total loss to shareholders of 39% over the past three years.Declared Dividend • Nov 14First half dividend of ₹9.00 announcedShareholders will receive a dividend of ₹9.00. Ex-date: 26th November 2024 Payment date: 12th December 2024 Dividend yield will be 0.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (2% 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 4.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 98% to shift the payout ratio to a potentially unsustainable range, which is more than the 16% EPS decline seen over the last 5 years.Reported Earnings • Nov 13Second quarter 2025 earnings released: EPS: ₹27.97 (vs ₹8.90 in 2Q 2024)Second quarter 2025 results: EPS: ₹27.97 (up from ₹8.90 in 2Q 2024). Revenue: ₹18.4b (up 17% from 2Q 2024). Net income: ₹878.1m (up 214% from 2Q 2024). Profit margin: 4.8% (up from 1.8% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.お知らせ • Nov 04Polyplex Corporation Limited to Report Q2, 2025 Results on Nov 12, 2024Polyplex Corporation Limited announced that they will report Q2, 2025 results on Nov 12, 2024お知らせ • Sep 24+ 1 more updatePolyplex Corporation Limited Approves Final Dividend for the Year 2023-24Polyplex Corporation Limited announced that at its AGM held on September 23, 2024, shareholders approved the declaration of final dividend of INR 1 per equity share for the financial year 2023-24.お知らせ • Aug 17Polyplex Corporation Limited Approves Declaration of Final Dividend for the Financial Year 2023-24Polyplex Corporation Limited at the board meeting held on August 14, 2024, the board has approved declaration of final dividend INR 1 per equity share (of the face value of INR 10 each) for the Financial Year 2023-24.お知らせ • Aug 16Polyplex Corporation Limited, Annual General Meeting, Sep 23, 2024Polyplex Corporation Limited, Annual General Meeting, Sep 23, 2024.お知らせ • Aug 01Polyplex Corporation Limited to Report Q1, 2025 Results on Aug 14, 2024Polyplex Corporation Limited announced that they will report Q1, 2025 results at 3:30 PM, Indian Standard Time on Aug 14, 2024お知らせ • Jul 10Polyplex Corporation Limited Announces Cessation of Suresh Inderchand Surana as Independent DirectorPolyplex Corporation Limited announced that Mr. Suresh Inderchand Surana having completed his second term of five years as Independent Director has ceased to be Director of the Company with effect from the close of business hours on July 9, 2024.お知らせ • Jul 09Polyplex Corporation Limited Approves Appointment of Sandip Das as an Additional, Non-Executive, Independent Director, Effective July 10, 2024Polyplex Corporation Limited announced that based on the recommendations of the nomination and remuneration committee, the board of directors of the company, at their meeting held on July 9, 2024, have considered and approved appointment of Mr. Sandip Das as an Additional, Non-Executive, Independent Director of the Company with effect from July 10, 2024. Mr. Sandip Das has confirmed that he is eligible for appointment as an Independent Director and is not debarred from holding the office of director by virtue of any order of the Securities and Exchange Board of India or any other such authority. Mr. Sandip Das is a successful and highly respected International CEO who has built multi-billion-dollar businesses across India and S.E. Asia. With his well-rounded leadership qualities, intellect, sense of integrity, creative flair, strong people and communication skills, he has had an exemplary career as a CEO, becoming one at the age of 35. He is an institution builder who has created leaders as well as great teams. Sandip has a versatile background having worked across consumer durables, automobiles, telecommunications and digital businesses. He has held distinguished Indian and International Board Directorships for over 15 years. Mr. Das is an inspiring public speaker, having addressed prestigious forums and academic communities including the Harvard University, across wide range of subjects. He was conferred the Distinguished Alumni award in the Year 2012 by his alma mater NIT, Rourkela. Now, Mr. Das plays key roles, in which he is an influencer, making significant impact on people, processes and businesses. Some of these include the following: Mentor & Advisor to Senior Partners and CEOs of a global consultancy firm and a large public listed company; Telecom Advisor to a top International Bank, Advisor to a Reputation Management company; Empanelled consultant and industry expert to international consultancy firms.Reported Earnings • May 18Full year 2024 earnings released: EPS: ₹12.05 (vs ₹111 in FY 2023)Full year 2024 results: EPS: ₹12.05 (down from ₹111 in FY 2023). Revenue: ₹63.7b (down 17% from FY 2023). Net income: ₹378.3m (down 89% from FY 2023). Profit margin: 0.6% (down from 4.6% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 46% 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 • May 18Polyplex Corporation Limited Recommends Final Dividend for the Financial Year 2023-24Polyplex Corporation Limited announced that the board of directors recommended of final dividend for the Financial Year 2023-24, INR 1 per share of the face value of INR 10 each, subject to TDS/Withholding Tax; which would be paid after its declaration in the up coming Annual General Meeting (AGM), within the prescribed time frame. Date of AGM and Book Closure would be intimated in due course.お知らせ • May 12Polyplex Corporation Limited to Report Q4, 2024 Results on May 17, 2024Polyplex Corporation Limited announced that they will report Q4, 2024 results on May 17, 2024Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹889, the stock trades at a trailing P/E ratio of 75.4x. Average trailing P/E is 30x in the Chemicals industry in India. Total returns to shareholders of 16% over the past three years.Reported Earnings • Feb 15Third quarter 2024 earnings released: EPS: ₹1.47 (vs ₹12.32 in 3Q 2023)Third quarter 2024 results: EPS: ₹1.47 (down from ₹12.32 in 3Q 2023). Revenue: ₹15.4b (down 17% from 3Q 2023). Net income: ₹46.0m (down 88% from 3Q 2023). Profit margin: 0.3% (down from 2.1% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Feb 06Polyplex Corporation Limited to Report Q3, 2024 Results on Feb 14, 2024Polyplex Corporation Limited announced that they will report Q3, 2024 results on Feb 14, 2024Buying Opportunity • Jan 05Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 2.5%. The fair value is estimated to be ₹1,412, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has declined by 14%.お知らせ • Nov 10Polyplex Corporation Limited Announces Change in DirectorateThe Board of Directors of Polyplex Corporation Limited, at its meeting held 9 November 2023, has considered and approved appointment of Mr. Iyad Malas (DIN: 10381216) as an additional (non-executive, non-independent, non-promoter) director of the Company with immediate effect. Mr. Iyad Malas has been simultaneously appointed as a member of the audit committee, nomination and remuneration committee and corporate social responsibility committee of the Company with immediate effect. Further, the Board has approved seeking necessary approval of the shareholders of the Company pursuant to the provisions of Regulation 17(1C) of the Listing Regulations and other applicable provisions, for the appointment of Mr. Iyad Malas (DIN: 10381216) as the director of the Company, at the upcoming annual general meeting of the Company. Iyad Malas is a seasoned executive with over 30 years of experience in various senior roles, spanning many countries and industries, including real estate, retail, leisure & entertainment, financial services, and investments. He is involved in developing the future strategy for the Al Ghurair Group and has reorganized the Holding into an investment Holding Company with investments in Real Estate, packaging and metals industries, and financial investments. He is a board member of Mashreq Bank and National Cement Company. Iyad holds an MBA from George Washington University, Washington DC and a BA from the American University of Beirut.Upcoming Dividend • Nov 10Upcoming dividend of ₹2.00 per share at 8.5% yieldEligible shareholders must have bought the stock before 17 November 2023. Payment date: 06 December 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 8.5%. Within top quartile of Indian dividend payers (1.3%). Higher than average of industry peers (0.8%).お知らせ • Nov 08Polyplex Corporation Limited Approves Interim Dividend for the Financial Year 2023-24Polyplex Corporation Limited announced that at its Board of Directors in their meeting held on November 06, 2023, approved the declaration and payment of Interim Dividend for the Financial Year 2023-24 of INR 2/- per share of the face value of INR 10/- each, subject to TDS/Withholding Tax. `Record date' for the purpose of payment of aforesaid Dividend has been fixed as November 17, 2023 and is proposed to be paid within the time prescribed under law.Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: ₹8.90 (vs ₹36.64 in 2Q 2023)Second quarter 2024 results: EPS: ₹8.90 (down from ₹36.64 in 2Q 2023). Revenue: ₹15.7b (down 25% from 2Q 2023). Net income: ₹279.3m (down 76% from 2Q 2023). Profit margin: 1.8% (down from 5.5% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • Oct 31Polyplex Corporation Limited to Report Q2, 2024 Results on Nov 06, 2023Polyplex Corporation Limited announced that they will report Q2, 2024 results on Nov 06, 2023お知らせ • Sep 16Polyplex Corporation Limited Approves Final Dividend for the Financial Year 2022-2023Polyplex Corporation Limited announced that at its AGM held on September 14, 2023, the shareholders approved final dividend of INR 3 per equity share for the financial year 2022-2023.Upcoming Dividend • Sep 01Upcoming dividend of ₹3.00 per share at 7.2% yieldEligible shareholders must have bought the stock before 08 September 2023. Payment date: 14 October 2023. Trailing yield: 7.2%. Within top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (0.8%).Buying Opportunity • Aug 14Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be ₹1,464, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years, while earnings per share has been flat.お知らせ • Aug 11+ 1 more updatePolyplex Corporation Limited, Annual General Meeting, Sep 14, 2023Polyplex Corporation Limited, Annual General Meeting, Sep 14, 2023. Location: Lohia Head Road Khatima 262308 Udham Singh Nagar Uttaranchal IndiaReported Earnings • Aug 11First quarter 2024 earnings released: ₹0.99 loss per share (vs ₹59.58 profit in 1Q 2023)First quarter 2024 results: ₹0.99 loss per share (down from ₹59.58 profit in 1Q 2023). Revenue: ₹15.7b (down 23% from 1Q 2023). Net loss: ₹31.2m (down 102% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 04Polyplex Corporation Limited to Report Q1, 2024 Results on Aug 10, 2023Polyplex Corporation Limited announced that they will report Q1, 2024 results on Aug 10, 2023お知らせ • May 25Polyplex Corporation Limited Recommends Final Dividend for the Financial Year 2023-24Polyplex Corporation Limited informed that the Board of Directors in their meeting held on May 23, 2023. Recommendation of Final Dividend for the Financial Year 2023-24 @ INR 3 per share of the face value of INR 10 each, subject to TDS/Withholding Tax; which would be paid after its declaration in the upcoming Annual General Meeting (AGM), within the prescribed time frame. Date of AGM and Book Closure would be intimated in due course.Reported Earnings • May 24Full year 2023 earnings released: EPS: ₹111 (vs ₹181 in FY 2022)Full year 2023 results: EPS: ₹111 (down from ₹181 in FY 2022). Revenue: ₹77.5b (up 17% from FY 2022). Net income: ₹3.48b (down 39% from FY 2022). Profit margin: 4.5% (down from 8.6% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 17Polyplex Corporation Limited to Report Q4, 2023 Results on May 23, 2023Polyplex Corporation Limited announced that they will report Q4, 2023 results on May 23, 2023お知らせ • Feb 14Polyplex Corporation Limited Approves Declaration of Second Interim Dividend (Special) for the Financial Year 2022-23Polyplex Corporation Limited announced that the board of directors in its meeting held on February 13, 2023, approved the declaration and payment of second interim dividend (special) for the financial year 2022-23 at the rate of INR 30 per share of the face value of INR 10 each, subject to TDS/withholding tax. The 'record date' for the purpose of payment of above said dividend has been fixed as February 24,2023 and is proposed to be paid within the time prescribed under law.Reported Earnings • Feb 14Third quarter 2023 earnings released: EPS: ₹12.32 (vs ₹55.89 in 3Q 2022)Third quarter 2023 results: EPS: ₹12.32 (down from ₹55.89 in 3Q 2022). Revenue: ₹19.2b (up 9.7% from 3Q 2022). Net income: ₹386.7m (down 78% from 3Q 2022). Profit margin: 2.0% (down from 10.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.2% 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 increased by 23% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 08Polyplex Corporation Limited to Report Q3, 2023 Results on Feb 13, 2023Polyplex Corporation Limited announced that they will report Q3, 2023 results on Feb 13, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: ₹36.64 (vs ₹30.59 in 2Q 2022)Second quarter 2023 results: EPS: ₹36.64 (up from ₹30.59 in 2Q 2022). Revenue: ₹21.8b (up 41% from 2Q 2022). Net income: ₹1.15b (up 20% from 2Q 2022). Profit margin: 5.3% (down from 6.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 1.5% p.a. on average during the next 2 years, while revenues in the Chemicals industry in India are expected to grow by 12%. 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 52% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 5 highly experienced directors. Independent Non-Executive Director Suresh Surana was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Price Target Changed • Nov 16Price target increased to ₹2,473Up from ₹2,038, the current price target is provided by 1 analyst. New target price is 40% above last closing price of ₹1,768. Stock is up 4.7% over the past year. The company is forecast to post earnings per share of ₹205 for next year compared to ₹181 last year.お知らせ • Nov 15+ 1 more updatePolyplex Corporation Limited Proposes Payment of Interim Dividend for the Financial Year 2022-23Polyplex Corporation Limited at its Board of Directors meeting held on November 14, 2022, approved the declaration and payment of Interim Dividend for the Financial Year 2022-23 a INR 55/- per share (including special dividend @ INR 35/- per share) of the face value of INR 10/- each, subject to TDS/Withholding Tax. 'Record date' for the purpose of payment of aforesaid Dividend has been fixed as November 25, 2022 and is proposed to be paid within the time prescribed under law.お知らせ • Nov 06Polyplex Corporation Limited to Report Q2, 2023 Results on Nov 14, 2022Polyplex Corporation Limited announced that they will report Q2, 2023 results on Nov 14, 2022お知らせ • Sep 28Polyplex Corporation Limited Declares Final Dividend, Payable on or After September 26, 2022Polyplex Corporation Limited at its Annual General Meeting held on September 26, 2022 declared final dividend at the rate of INR 21 per Equity Share for the financial year 2021-22.Upcoming Dividend • Sep 15Upcoming dividend of ₹21.00 per shareEligible shareholders must have bought the stock before 22 September 2022. Payment date: 26 October 2022. Payout ratio is a comfortable 34% but the company is paying out more than the cash it is generating. Trailing yield: 5.0%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.7%).お知らせ • Sep 04Polyplex Corporation Limited Proposes Final Dividend, Payable on or After September 26, 2022Polyplex Corporation Limited proposed final dividend at the rate of INR 21 per Equity Share of the face value of INR 10 in the Annual General Meeting to be held on September 26, 2022. The dividend declared at the meeting will be made payable on or after September 26, 2022 to those Members, whose names are on the Register of Members as Beneficial Owners as at the end of business on September 23, 2022.Major Estimate Revision • Aug 23Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate increased from ₹182 to ₹205. Revenue forecast unchanged at ₹77.8b. Net income forecast to grow 1.8% next year vs 23% growth forecast for Chemicals industry in India. Consensus price target of ₹2,473 unchanged from last update. Share price fell 7.7% to ₹2,148 over the past week.Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: ₹59.58 (vs ₹35.52 in 1Q 2022)First quarter 2023 results: EPS: ₹59.58 (up from ₹35.52 in 1Q 2022). Revenue: ₹20.3b (up 41% from 1Q 2022). Net income: ₹1.87b (up 68% from 1Q 2022). Profit margin: 9.2% (up from 7.7% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 1.2%, compared to a 14% growth forecast for the 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 66% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 13Polyplex Corporation Limited, Annual General Meeting, Sep 26, 2022Polyplex Corporation Limited, Annual General Meeting, Sep 26, 2022.お知らせ • Aug 03Polyplex Corporation Limited to Report Q1, 2023 Results on Aug 12, 2022Polyplex Corporation Limited announced that they will report Q1, 2023 results on Aug 12, 2022Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₹2,006, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 24x in the Chemicals industry in India. Total returns to shareholders of 422% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹3,674 per share.Major Estimate Revision • Jun 02Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from ₹73.5b to ₹77.8b. EPS estimate increased from ₹185 to ₹204 per share. Net income forecast to grow 15% next year vs 23% growth forecast for Chemicals industry in India. Consensus price target up from ₹2,038 to ₹2,473. Share price rose 17% to ₹2,621 over the past week.Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₹2,547, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 24x in the Chemicals industry in India. Total returns to shareholders of 491% over the past three years.Reported Earnings • May 30Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: ₹181 (up from ₹163 in FY 2021). Revenue: ₹66.2b (up 35% from FY 2021). Net income: ₹5.69b (up 11% from FY 2021). Profit margin: 8.6% (down from 10% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 11%, compared to a 17% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 26Polyplex Corporation Limited Proposes Final Dividend for the Financial Year 2021-22Polyplex Corporation Limited at its Board meeting held on May 25, 2022 proposed payment of Final Dividend at the rate of INR 21 per equity share for the Financial Year 2021-22 which would be paid after its declaration in the upcoming Annual General Meeting (AGM), within the prescribed time frame. Date of AGM and Book Closure would be intimated in due course.お知らせ • May 19Polyplex Corporation Limited to Report Q4, 2022 Final Results on May 25, 2022Polyplex Corporation Limited announced that they will report Q4, 2022 final results on May 25, 2022Board Change • Apr 27Insufficient 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. 5 highly experienced directors. Independent Non-Executive Director Suresh Surana was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Major Estimate Revision • Feb 21Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from ₹62.4b to ₹66.1b. EPS estimate increased from ₹164 to ₹183 per share. Net income forecast to grow 16% next year vs 22% growth forecast for Chemicals industry in India. Consensus price target up from ₹1,777 to ₹2,038. Share price fell 5.1% to ₹1,937 over the past week.Upcoming Dividend • Feb 17Upcoming dividend of ₹35.00 per shareEligible shareholders must have bought the stock before 24 February 2022. Payment date: 16 March 2022. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 4.2%. Within top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (0.7%).Reported Earnings • Feb 16Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: ₹55.89 (up from ₹41.84 in 3Q 2021). Revenue: ₹17.5b (up 42% from 3Q 2021). Net income: ₹1.75b (up 34% from 3Q 2021). Profit margin: 10.0% (in line with 3Q 2021). Revenue exceeded analyst estimates by 13%. Earnings per share (EPS) missed analyst estimates by 10%. Over the next year, revenue is forecast to grow 11%, compared to a 20% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 15Polyplex Corporation Limited Approves Special Third Interim Dividend for the Financial Year 2021-22Polyplex Corporation Limited at its board meeting held on February 14, 2022 approved declaration and payment of third Interim Dividend (Special) for the Financial Year 2021-22 INR 35 per share (of the face value of INR 10 each). Record date' for the purpose of payment of aforesaid Dividend has been fixed as February 25, 2022 and is proposed to be paid within the time prescribed under law.お知らせ • Feb 05Polyplex Corporation Limited to Report Q3, 2022 Results on Feb 14, 2022Polyplex Corporation Limited announced that they will report Q3, 2022 results on Feb 14, 2022Upcoming Dividend • Sep 17Upcoming dividend of ₹17.00 per shareEligible shareholders must have bought the stock before 24 September 2021. Payment date: 29 October 2021. Trailing yield: 3.7%. Within top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (0.7%).Board Change • Sep 14Insufficient 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. 5 highly experienced directors. Independent Non-Executive Director Suresh Surana was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₹1,753, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 33x in the Chemicals industry in India. Total returns to shareholders of 273% over the past three years.Board Change • Sep 09Insufficient 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. 5 highly experienced directors. Independent Non-Executive Director Suresh Surana was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Sep 08Insufficient 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. 5 highly experienced directors. Independent Non-Executive Director Suresh Surana was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Executive Departure • Sep 08Sales & Marketing Head of India and GM Rakesh Kakkar has left the companyOn the 31st of August, Rakesh Kakkar's tenure as Sales & Marketing Head of India and GM ended. We don't have any record of a personal shareholding under Rakesh's name. A total of 2 executives have left over the last 12 months.Reported Earnings • Aug 18First quarter 2022 earnings released: EPS ₹35.52 (vs ₹56.26 in 1Q 2021)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: ₹14.4b (up 24% from 1Q 2021). Net income: ₹1.12b (down 38% from 1Q 2021). Profit margin: 7.7% (down from 15% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Aug 17Price target increased to ₹1,565Up from ₹1,175, the current price target is provided by 1 analyst. New target price is 8.0% above last closing price of ₹1,449. Stock is up 91% over the past year.Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹1,329, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 32x in the Chemicals industry in India. Total returns to shareholders of 291% over the past three years.Reported Earnings • May 28Full year 2021 earnings released: EPS ₹163 (vs ₹88.18 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹49.8b (up 11% from FY 2020). Net income: ₹5.12b (up 82% from FY 2020). Profit margin: 10% (up from 6.3% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 26Polyplex Corporation Limited Proposes Payment of Final DividendPolyplex Corporation Limited announced that the Board of Directors proposed payment of Final Dividend at the rate of INR 17 per equity share of the Face Value of INR 10 each for the Financial Year 2020-21, which would be paid after its declaration in the upcoming Annual General Meeting (AGM).Valuation Update With 7 Day Price Move • May 04Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₹1,058, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 31x in the Chemicals industry in India. Total returns to shareholders of 218% over the past three years.Recent Insider Transactions • Mar 07Non-Executive Non-Independent Chairman recently sold ₹259m worth of stockOn the 3rd of March, Sanjiv Saraf sold around 325k shares on-market at roughly ₹796 per share. This was the largest sale by an insider in the last 3 months. This was Sanjiv's only on-market trade for the last 12 months.Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹919, the stock is trading at a trailing P/E ratio of 7.1x, up from the previous P/E ratio of 6.1x. 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 159%.Price Target Changed • Feb 12Price target raised to ₹1,175Up from ₹952, the current price target is provided by 1 analyst. The new target price is 28% above the current share price of ₹918. As of last close, the stock is up 76% over the past year.Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS ₹41.84 (vs ₹22.19 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₹12.5b (up 15% from 3Q 2020). Net income: ₹1.31b (up 85% from 3Q 2020). Profit margin: 11% (up from 6.5% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 23% per year.Analyst Estimate Surprise Post Earnings • Feb 11Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 0.8%. Earnings per share (EPS) missed analyst estimates by 17%. Over the next year, revenue is forecast to grow 14%, compared to a 20% growth forecast for the Chemicals industry in India.決済の安定と成長配当データの取得安定した配当: 524051の配当金支払いは、過去10年間 変動性 が高かった。増加する配当: 524051の配当金は過去10年間にわたって増加しています。配当利回り対市場Polyplex 配当利回り対市場524051 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (524051)0.7%市場下位25% (IN)0.3%市場トップ25% (IN)1.5%業界平均 (Chemicals)0.7%アナリスト予想 (524051) (最長3年)n/a注目すべき配当: 524051の配当金 ( 0.72% ) はIndian市場の配当金支払者の下位 25% ( 0.3% ) よりも高くなっています。高配当: 524051の配当金 ( 0.72% ) はIndian市場の配当金支払者の上位 25% ( 1.45% ) と比較すると低いです。株主への利益配当収益カバレッジ: 524051の配当金は、合理的な 配当性向 ( 67.4% ) により、利益によって賄われています。株主配当金キャッシュフローカバレッジ: 524051は低い 現金配当性向 ( 15.5% ) であるため、配当金の支払いはキャッシュフローによって十分にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YIN 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/26 12:49終値2026/05/26 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Polyplex Corporation Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関Urvashi Gupta360 ONE Capital Market Private LimitedKameswari V. S. ChavaliFirstCall ResearchJigar ShahMaybank Research Pte. Ltd.1 その他のアナリストを表示
Declared Dividend • Nov 16First half dividend of ₹2.00 announcedShareholders will receive a dividend of ₹2.00. Ex-date: 21st November 2025 Payment date: 13th December 2025 Dividend yield will be 0.7%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (19% earnings payout ratio) and cash flows (79% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 79% to shift the payout ratio to a potentially unsustainable range, which is more than the 27% EPS decline seen over the last 5 years.
お知らせ • Sep 16Polyplex Corporation Limited Approves Final Dividend for the Financial Year 2024-25Polyplex Corporation Limited, at the AGM held on September 15, 2025 approved final dividend of INR 4.50 per equity share for the financial year 2024-25.
Upcoming Dividend • Sep 08Upcoming dividend of ₹4.50 per shareEligible shareholders must have bought the stock before 15 September 2025. Payment date: 15 October 2025. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 1.3%. Within top quartile of Indian dividend payers (1.3%). Higher than average of industry peers (0.7%).
Declared Dividend • Jul 30Final dividend of ₹4.50 announcedShareholders will receive a dividend of ₹4.50. Ex-date: 15th September 2025 Payment date: 15th October 2025 Dividend yield will be 1.2%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (20% 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 21% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 77% to shift the payout ratio to a potentially unsustainable range, which is more than the 5.4% EPS decline seen over the last 5 years.
Declared Dividend • Nov 14First half dividend of ₹9.00 announcedShareholders will receive a dividend of ₹9.00. Ex-date: 26th November 2024 Payment date: 12th December 2024 Dividend yield will be 0.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (2% 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 4.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 98% to shift the payout ratio to a potentially unsustainable range, which is more than the 16% EPS decline seen over the last 5 years.
お知らせ • Sep 24+ 1 more updatePolyplex Corporation Limited Approves Final Dividend for the Year 2023-24Polyplex Corporation Limited announced that at its AGM held on September 23, 2024, shareholders approved the declaration of final dividend of INR 1 per equity share for the financial year 2023-24.
Reported Earnings • May 24Full year 2026 earnings released: EPS: ₹14.32 (vs ₹66.64 in FY 2025)Full year 2026 results: EPS: ₹14.32 (down from ₹66.64 in FY 2025). Revenue: ₹71.7b (up 4.2% from FY 2025). Net income: ₹449.5m (down 79% from FY 2025). Profit margin: 0.6% (down from 3.0% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
お知らせ • May 20Polyplex Corporation Limited to Report Q4, 2026 Results on May 23, 2026Polyplex Corporation Limited announced that they will report Q4, 2026 results at 12:15 PM, Indian Standard Time on May 23, 2026
Buy Or Sell Opportunity • Apr 01Now 27% overvaluedOver the last 90 days, the stock has fallen 5.5% to ₹791. The fair value is estimated to be ₹623, 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 declined by 49%.
お知らせ • Mar 26Polyplex Corporation Limited (BSE:524051) entered into Share Purchase Agreement to acquire 51% stake in Technova Printrite Products Private Limited from Shelina P Parikh, Maya Parikh Verma, Jivan G Bhatt and Nilakshi Bhatt for approximately INR 620 million.Polyplex Corporation Limited (BSE:524051) entered into Share Purchase Agreement to acquire 51% stake in Technova Printrite Products Private Limited from Shelina P Parikh, Maya Parikh Verma, Jivan G Bhatt and Nilakshi Bhatt for approximately INR 620 million on March 25, 2026. The consideration will be paid in Cash. After the acquisition, the Continuing Sellers shall continue to hold 49% share capital of TechNova Printrite. The transaction is expected to complete within three months from the execution of the SPA, subject to fulfilment of conditions which are customary to such acquisitions.
Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: ₹4.70 (vs ₹18.40 in 3Q 2025)Third quarter 2026 results: EPS: ₹4.70 (down from ₹18.40 in 3Q 2025). Revenue: ₹17.1b (flat on 3Q 2025). Net income: ₹147.6m (down 75% from 3Q 2025). Profit margin: 0.9% (down from 3.4% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 29Polyplex Corporation Limited to Report Q3, 2026 Results on Feb 13, 2026Polyplex Corporation Limited announced that they will report Q3, 2026 results on Feb 13, 2026
Declared Dividend • Nov 16First half dividend of ₹2.00 announcedShareholders will receive a dividend of ₹2.00. Ex-date: 21st November 2025 Payment date: 13th December 2025 Dividend yield will be 0.7%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (19% earnings payout ratio) and cash flows (79% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 79% to shift the payout ratio to a potentially unsustainable range, which is more than the 27% EPS decline seen over the last 5 years.
Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: ₹7.87 (vs ₹27.97 in 2Q 2025)Second quarter 2026 results: EPS: ₹7.87 (down from ₹27.97 in 2Q 2025). Revenue: ₹18.2b (up 4.5% from 2Q 2025). Net income: ₹247.0m (down 72% from 2Q 2025). Profit margin: 1.4% (down from 5.0% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 27Polyplex Corporation Limited to Report Q2, 2026 Results on Nov 13, 2025Polyplex Corporation Limited announced that they will report Q2, 2026 results on Nov 13, 2025
お知らせ • Sep 16Polyplex Corporation Limited Approves Final Dividend for the Financial Year 2024-25Polyplex Corporation Limited, at the AGM held on September 15, 2025 approved final dividend of INR 4.50 per equity share for the financial year 2024-25.
Upcoming Dividend • Sep 08Upcoming dividend of ₹4.50 per shareEligible shareholders must have bought the stock before 15 September 2025. Payment date: 15 October 2025. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 1.3%. Within top quartile of Indian dividend payers (1.3%). Higher than average of industry peers (0.7%).
Reported Earnings • Aug 13First quarter 2026 earnings released: ₹6.15 loss per share (vs ₹17.05 profit in 1Q 2025)First quarter 2026 results: ₹6.15 loss per share (down from ₹17.05 profit in 1Q 2025). Revenue: ₹17.7b (up 4.9% from 1Q 2025). Net loss: ₹193.1m (down 136% from profit in 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 02Polyplex Corporation Limited to Report Q1, 2026 Results on Aug 12, 2025Polyplex Corporation Limited announced that they will report Q1, 2026 results on Aug 12, 2025
Declared Dividend • Jul 30Final dividend of ₹4.50 announcedShareholders will receive a dividend of ₹4.50. Ex-date: 15th September 2025 Payment date: 15th October 2025 Dividend yield will be 1.2%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (20% 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 21% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 77% to shift the payout ratio to a potentially unsustainable range, which is more than the 5.4% EPS decline seen over the last 5 years.
お知らせ • Jul 29Polyplex Corporation Limited, Annual General Meeting, Sep 15, 2025Polyplex Corporation Limited, Annual General Meeting, Sep 15, 2025.
Reported Earnings • May 29Full year 2025 earnings released: EPS: ₹66.64 (vs ₹12.05 in FY 2024)Full year 2025 results: EPS: ₹66.64 (up from ₹12.05 in FY 2024). Revenue: ₹69.8b (up 11% from FY 2024). Net income: ₹2.09b (up 453% from FY 2024). Profit margin: 3.0% (up from 0.6% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.
お知らせ • May 16Polyplex Corporation Limited to Report Q4, 2025 Results on May 28, 2025Polyplex Corporation Limited announced that they will report Q4, 2025 results on May 28, 2025
Board Change • Apr 08High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Shalini Sarin was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: ₹18.40 (vs ₹1.47 in 3Q 2024)Third quarter 2025 results: EPS: ₹18.40 (up from ₹1.47 in 3Q 2024). Revenue: ₹18.3b (up 22% from 3Q 2024). Net income: ₹577.7m (up ₹531.7m from 3Q 2024). Profit margin: 3.2% (up from 0.3% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 48 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 06Polyplex Corporation Limited to Report Q3, 2025 Results on Feb 14, 2025Polyplex Corporation Limited announced that they will report Q3, 2025 results on Feb 14, 2025
Valuation Update With 7 Day Price Move • Jan 28Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₹1,026, the stock trades at a trailing P/E ratio of 20.9x. Average trailing P/E is 28x in the Chemicals industry in India. Total loss to shareholders of 39% over the past three years.
Declared Dividend • Nov 14First half dividend of ₹9.00 announcedShareholders will receive a dividend of ₹9.00. Ex-date: 26th November 2024 Payment date: 12th December 2024 Dividend yield will be 0.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (2% 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 4.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 98% to shift the payout ratio to a potentially unsustainable range, which is more than the 16% EPS decline seen over the last 5 years.
Reported Earnings • Nov 13Second quarter 2025 earnings released: EPS: ₹27.97 (vs ₹8.90 in 2Q 2024)Second quarter 2025 results: EPS: ₹27.97 (up from ₹8.90 in 2Q 2024). Revenue: ₹18.4b (up 17% from 2Q 2024). Net income: ₹878.1m (up 214% from 2Q 2024). Profit margin: 4.8% (up from 1.8% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 04Polyplex Corporation Limited to Report Q2, 2025 Results on Nov 12, 2024Polyplex Corporation Limited announced that they will report Q2, 2025 results on Nov 12, 2024
お知らせ • Sep 24+ 1 more updatePolyplex Corporation Limited Approves Final Dividend for the Year 2023-24Polyplex Corporation Limited announced that at its AGM held on September 23, 2024, shareholders approved the declaration of final dividend of INR 1 per equity share for the financial year 2023-24.
お知らせ • Aug 17Polyplex Corporation Limited Approves Declaration of Final Dividend for the Financial Year 2023-24Polyplex Corporation Limited at the board meeting held on August 14, 2024, the board has approved declaration of final dividend INR 1 per equity share (of the face value of INR 10 each) for the Financial Year 2023-24.
お知らせ • Aug 16Polyplex Corporation Limited, Annual General Meeting, Sep 23, 2024Polyplex Corporation Limited, Annual General Meeting, Sep 23, 2024.
お知らせ • Aug 01Polyplex Corporation Limited to Report Q1, 2025 Results on Aug 14, 2024Polyplex Corporation Limited announced that they will report Q1, 2025 results at 3:30 PM, Indian Standard Time on Aug 14, 2024
お知らせ • Jul 10Polyplex Corporation Limited Announces Cessation of Suresh Inderchand Surana as Independent DirectorPolyplex Corporation Limited announced that Mr. Suresh Inderchand Surana having completed his second term of five years as Independent Director has ceased to be Director of the Company with effect from the close of business hours on July 9, 2024.
お知らせ • Jul 09Polyplex Corporation Limited Approves Appointment of Sandip Das as an Additional, Non-Executive, Independent Director, Effective July 10, 2024Polyplex Corporation Limited announced that based on the recommendations of the nomination and remuneration committee, the board of directors of the company, at their meeting held on July 9, 2024, have considered and approved appointment of Mr. Sandip Das as an Additional, Non-Executive, Independent Director of the Company with effect from July 10, 2024. Mr. Sandip Das has confirmed that he is eligible for appointment as an Independent Director and is not debarred from holding the office of director by virtue of any order of the Securities and Exchange Board of India or any other such authority. Mr. Sandip Das is a successful and highly respected International CEO who has built multi-billion-dollar businesses across India and S.E. Asia. With his well-rounded leadership qualities, intellect, sense of integrity, creative flair, strong people and communication skills, he has had an exemplary career as a CEO, becoming one at the age of 35. He is an institution builder who has created leaders as well as great teams. Sandip has a versatile background having worked across consumer durables, automobiles, telecommunications and digital businesses. He has held distinguished Indian and International Board Directorships for over 15 years. Mr. Das is an inspiring public speaker, having addressed prestigious forums and academic communities including the Harvard University, across wide range of subjects. He was conferred the Distinguished Alumni award in the Year 2012 by his alma mater NIT, Rourkela. Now, Mr. Das plays key roles, in which he is an influencer, making significant impact on people, processes and businesses. Some of these include the following: Mentor & Advisor to Senior Partners and CEOs of a global consultancy firm and a large public listed company; Telecom Advisor to a top International Bank, Advisor to a Reputation Management company; Empanelled consultant and industry expert to international consultancy firms.
Reported Earnings • May 18Full year 2024 earnings released: EPS: ₹12.05 (vs ₹111 in FY 2023)Full year 2024 results: EPS: ₹12.05 (down from ₹111 in FY 2023). Revenue: ₹63.7b (down 17% from FY 2023). Net income: ₹378.3m (down 89% from FY 2023). Profit margin: 0.6% (down from 4.6% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 46% 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 • May 18Polyplex Corporation Limited Recommends Final Dividend for the Financial Year 2023-24Polyplex Corporation Limited announced that the board of directors recommended of final dividend for the Financial Year 2023-24, INR 1 per share of the face value of INR 10 each, subject to TDS/Withholding Tax; which would be paid after its declaration in the up coming Annual General Meeting (AGM), within the prescribed time frame. Date of AGM and Book Closure would be intimated in due course.
お知らせ • May 12Polyplex Corporation Limited to Report Q4, 2024 Results on May 17, 2024Polyplex Corporation Limited announced that they will report Q4, 2024 results on May 17, 2024
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹889, the stock trades at a trailing P/E ratio of 75.4x. Average trailing P/E is 30x in the Chemicals industry in India. Total returns to shareholders of 16% over the past three years.
Reported Earnings • Feb 15Third quarter 2024 earnings released: EPS: ₹1.47 (vs ₹12.32 in 3Q 2023)Third quarter 2024 results: EPS: ₹1.47 (down from ₹12.32 in 3Q 2023). Revenue: ₹15.4b (down 17% from 3Q 2023). Net income: ₹46.0m (down 88% from 3Q 2023). Profit margin: 0.3% (down from 2.1% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Feb 06Polyplex Corporation Limited to Report Q3, 2024 Results on Feb 14, 2024Polyplex Corporation Limited announced that they will report Q3, 2024 results on Feb 14, 2024
Buying Opportunity • Jan 05Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 2.5%. The fair value is estimated to be ₹1,412, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has declined by 14%.
お知らせ • Nov 10Polyplex Corporation Limited Announces Change in DirectorateThe Board of Directors of Polyplex Corporation Limited, at its meeting held 9 November 2023, has considered and approved appointment of Mr. Iyad Malas (DIN: 10381216) as an additional (non-executive, non-independent, non-promoter) director of the Company with immediate effect. Mr. Iyad Malas has been simultaneously appointed as a member of the audit committee, nomination and remuneration committee and corporate social responsibility committee of the Company with immediate effect. Further, the Board has approved seeking necessary approval of the shareholders of the Company pursuant to the provisions of Regulation 17(1C) of the Listing Regulations and other applicable provisions, for the appointment of Mr. Iyad Malas (DIN: 10381216) as the director of the Company, at the upcoming annual general meeting of the Company. Iyad Malas is a seasoned executive with over 30 years of experience in various senior roles, spanning many countries and industries, including real estate, retail, leisure & entertainment, financial services, and investments. He is involved in developing the future strategy for the Al Ghurair Group and has reorganized the Holding into an investment Holding Company with investments in Real Estate, packaging and metals industries, and financial investments. He is a board member of Mashreq Bank and National Cement Company. Iyad holds an MBA from George Washington University, Washington DC and a BA from the American University of Beirut.
Upcoming Dividend • Nov 10Upcoming dividend of ₹2.00 per share at 8.5% yieldEligible shareholders must have bought the stock before 17 November 2023. Payment date: 06 December 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 8.5%. Within top quartile of Indian dividend payers (1.3%). Higher than average of industry peers (0.8%).
お知らせ • Nov 08Polyplex Corporation Limited Approves Interim Dividend for the Financial Year 2023-24Polyplex Corporation Limited announced that at its Board of Directors in their meeting held on November 06, 2023, approved the declaration and payment of Interim Dividend for the Financial Year 2023-24 of INR 2/- per share of the face value of INR 10/- each, subject to TDS/Withholding Tax. `Record date' for the purpose of payment of aforesaid Dividend has been fixed as November 17, 2023 and is proposed to be paid within the time prescribed under law.
Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: ₹8.90 (vs ₹36.64 in 2Q 2023)Second quarter 2024 results: EPS: ₹8.90 (down from ₹36.64 in 2Q 2023). Revenue: ₹15.7b (down 25% from 2Q 2023). Net income: ₹279.3m (down 76% from 2Q 2023). Profit margin: 1.8% (down from 5.5% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • Oct 31Polyplex Corporation Limited to Report Q2, 2024 Results on Nov 06, 2023Polyplex Corporation Limited announced that they will report Q2, 2024 results on Nov 06, 2023
お知らせ • Sep 16Polyplex Corporation Limited Approves Final Dividend for the Financial Year 2022-2023Polyplex Corporation Limited announced that at its AGM held on September 14, 2023, the shareholders approved final dividend of INR 3 per equity share for the financial year 2022-2023.
Upcoming Dividend • Sep 01Upcoming dividend of ₹3.00 per share at 7.2% yieldEligible shareholders must have bought the stock before 08 September 2023. Payment date: 14 October 2023. Trailing yield: 7.2%. Within top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (0.8%).
Buying Opportunity • Aug 14Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be ₹1,464, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years, while earnings per share has been flat.
お知らせ • Aug 11+ 1 more updatePolyplex Corporation Limited, Annual General Meeting, Sep 14, 2023Polyplex Corporation Limited, Annual General Meeting, Sep 14, 2023. Location: Lohia Head Road Khatima 262308 Udham Singh Nagar Uttaranchal India
Reported Earnings • Aug 11First quarter 2024 earnings released: ₹0.99 loss per share (vs ₹59.58 profit in 1Q 2023)First quarter 2024 results: ₹0.99 loss per share (down from ₹59.58 profit in 1Q 2023). Revenue: ₹15.7b (down 23% from 1Q 2023). Net loss: ₹31.2m (down 102% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 04Polyplex Corporation Limited to Report Q1, 2024 Results on Aug 10, 2023Polyplex Corporation Limited announced that they will report Q1, 2024 results on Aug 10, 2023
お知らせ • May 25Polyplex Corporation Limited Recommends Final Dividend for the Financial Year 2023-24Polyplex Corporation Limited informed that the Board of Directors in their meeting held on May 23, 2023. Recommendation of Final Dividend for the Financial Year 2023-24 @ INR 3 per share of the face value of INR 10 each, subject to TDS/Withholding Tax; which would be paid after its declaration in the upcoming Annual General Meeting (AGM), within the prescribed time frame. Date of AGM and Book Closure would be intimated in due course.
Reported Earnings • May 24Full year 2023 earnings released: EPS: ₹111 (vs ₹181 in FY 2022)Full year 2023 results: EPS: ₹111 (down from ₹181 in FY 2022). Revenue: ₹77.5b (up 17% from FY 2022). Net income: ₹3.48b (down 39% from FY 2022). Profit margin: 4.5% (down from 8.6% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 17Polyplex Corporation Limited to Report Q4, 2023 Results on May 23, 2023Polyplex Corporation Limited announced that they will report Q4, 2023 results on May 23, 2023
お知らせ • Feb 14Polyplex Corporation Limited Approves Declaration of Second Interim Dividend (Special) for the Financial Year 2022-23Polyplex Corporation Limited announced that the board of directors in its meeting held on February 13, 2023, approved the declaration and payment of second interim dividend (special) for the financial year 2022-23 at the rate of INR 30 per share of the face value of INR 10 each, subject to TDS/withholding tax. The 'record date' for the purpose of payment of above said dividend has been fixed as February 24,2023 and is proposed to be paid within the time prescribed under law.
Reported Earnings • Feb 14Third quarter 2023 earnings released: EPS: ₹12.32 (vs ₹55.89 in 3Q 2022)Third quarter 2023 results: EPS: ₹12.32 (down from ₹55.89 in 3Q 2022). Revenue: ₹19.2b (up 9.7% from 3Q 2022). Net income: ₹386.7m (down 78% from 3Q 2022). Profit margin: 2.0% (down from 10.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.2% 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 increased by 23% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 08Polyplex Corporation Limited to Report Q3, 2023 Results on Feb 13, 2023Polyplex Corporation Limited announced that they will report Q3, 2023 results on Feb 13, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: ₹36.64 (vs ₹30.59 in 2Q 2022)Second quarter 2023 results: EPS: ₹36.64 (up from ₹30.59 in 2Q 2022). Revenue: ₹21.8b (up 41% from 2Q 2022). Net income: ₹1.15b (up 20% from 2Q 2022). Profit margin: 5.3% (down from 6.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 1.5% p.a. on average during the next 2 years, while revenues in the Chemicals industry in India are expected to grow by 12%. 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 52% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 5 highly experienced directors. Independent Non-Executive Director Suresh Surana was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Price Target Changed • Nov 16Price target increased to ₹2,473Up from ₹2,038, the current price target is provided by 1 analyst. New target price is 40% above last closing price of ₹1,768. Stock is up 4.7% over the past year. The company is forecast to post earnings per share of ₹205 for next year compared to ₹181 last year.
お知らせ • Nov 15+ 1 more updatePolyplex Corporation Limited Proposes Payment of Interim Dividend for the Financial Year 2022-23Polyplex Corporation Limited at its Board of Directors meeting held on November 14, 2022, approved the declaration and payment of Interim Dividend for the Financial Year 2022-23 a INR 55/- per share (including special dividend @ INR 35/- per share) of the face value of INR 10/- each, subject to TDS/Withholding Tax. 'Record date' for the purpose of payment of aforesaid Dividend has been fixed as November 25, 2022 and is proposed to be paid within the time prescribed under law.
お知らせ • Nov 06Polyplex Corporation Limited to Report Q2, 2023 Results on Nov 14, 2022Polyplex Corporation Limited announced that they will report Q2, 2023 results on Nov 14, 2022
お知らせ • Sep 28Polyplex Corporation Limited Declares Final Dividend, Payable on or After September 26, 2022Polyplex Corporation Limited at its Annual General Meeting held on September 26, 2022 declared final dividend at the rate of INR 21 per Equity Share for the financial year 2021-22.
Upcoming Dividend • Sep 15Upcoming dividend of ₹21.00 per shareEligible shareholders must have bought the stock before 22 September 2022. Payment date: 26 October 2022. Payout ratio is a comfortable 34% but the company is paying out more than the cash it is generating. Trailing yield: 5.0%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.7%).
お知らせ • Sep 04Polyplex Corporation Limited Proposes Final Dividend, Payable on or After September 26, 2022Polyplex Corporation Limited proposed final dividend at the rate of INR 21 per Equity Share of the face value of INR 10 in the Annual General Meeting to be held on September 26, 2022. The dividend declared at the meeting will be made payable on or after September 26, 2022 to those Members, whose names are on the Register of Members as Beneficial Owners as at the end of business on September 23, 2022.
Major Estimate Revision • Aug 23Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate increased from ₹182 to ₹205. Revenue forecast unchanged at ₹77.8b. Net income forecast to grow 1.8% next year vs 23% growth forecast for Chemicals industry in India. Consensus price target of ₹2,473 unchanged from last update. Share price fell 7.7% to ₹2,148 over the past week.
Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: ₹59.58 (vs ₹35.52 in 1Q 2022)First quarter 2023 results: EPS: ₹59.58 (up from ₹35.52 in 1Q 2022). Revenue: ₹20.3b (up 41% from 1Q 2022). Net income: ₹1.87b (up 68% from 1Q 2022). Profit margin: 9.2% (up from 7.7% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 1.2%, compared to a 14% growth forecast for the 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 66% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 13Polyplex Corporation Limited, Annual General Meeting, Sep 26, 2022Polyplex Corporation Limited, Annual General Meeting, Sep 26, 2022.
お知らせ • Aug 03Polyplex Corporation Limited to Report Q1, 2023 Results on Aug 12, 2022Polyplex Corporation Limited announced that they will report Q1, 2023 results on Aug 12, 2022
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₹2,006, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 24x in the Chemicals industry in India. Total returns to shareholders of 422% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹3,674 per share.
Major Estimate Revision • Jun 02Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from ₹73.5b to ₹77.8b. EPS estimate increased from ₹185 to ₹204 per share. Net income forecast to grow 15% next year vs 23% growth forecast for Chemicals industry in India. Consensus price target up from ₹2,038 to ₹2,473. Share price rose 17% to ₹2,621 over the past week.
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₹2,547, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 24x in the Chemicals industry in India. Total returns to shareholders of 491% over the past three years.
Reported Earnings • May 30Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: ₹181 (up from ₹163 in FY 2021). Revenue: ₹66.2b (up 35% from FY 2021). Net income: ₹5.69b (up 11% from FY 2021). Profit margin: 8.6% (down from 10% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 11%, compared to a 17% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 26Polyplex Corporation Limited Proposes Final Dividend for the Financial Year 2021-22Polyplex Corporation Limited at its Board meeting held on May 25, 2022 proposed payment of Final Dividend at the rate of INR 21 per equity share for the Financial Year 2021-22 which would be paid after its declaration in the upcoming Annual General Meeting (AGM), within the prescribed time frame. Date of AGM and Book Closure would be intimated in due course.
お知らせ • May 19Polyplex Corporation Limited to Report Q4, 2022 Final Results on May 25, 2022Polyplex Corporation Limited announced that they will report Q4, 2022 final results on May 25, 2022
Board Change • Apr 27Insufficient 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. 5 highly experienced directors. Independent Non-Executive Director Suresh Surana was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Major Estimate Revision • Feb 21Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from ₹62.4b to ₹66.1b. EPS estimate increased from ₹164 to ₹183 per share. Net income forecast to grow 16% next year vs 22% growth forecast for Chemicals industry in India. Consensus price target up from ₹1,777 to ₹2,038. Share price fell 5.1% to ₹1,937 over the past week.
Upcoming Dividend • Feb 17Upcoming dividend of ₹35.00 per shareEligible shareholders must have bought the stock before 24 February 2022. Payment date: 16 March 2022. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 4.2%. Within top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (0.7%).
Reported Earnings • Feb 16Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: ₹55.89 (up from ₹41.84 in 3Q 2021). Revenue: ₹17.5b (up 42% from 3Q 2021). Net income: ₹1.75b (up 34% from 3Q 2021). Profit margin: 10.0% (in line with 3Q 2021). Revenue exceeded analyst estimates by 13%. Earnings per share (EPS) missed analyst estimates by 10%. Over the next year, revenue is forecast to grow 11%, compared to a 20% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 15Polyplex Corporation Limited Approves Special Third Interim Dividend for the Financial Year 2021-22Polyplex Corporation Limited at its board meeting held on February 14, 2022 approved declaration and payment of third Interim Dividend (Special) for the Financial Year 2021-22 INR 35 per share (of the face value of INR 10 each). Record date' for the purpose of payment of aforesaid Dividend has been fixed as February 25, 2022 and is proposed to be paid within the time prescribed under law.
お知らせ • Feb 05Polyplex Corporation Limited to Report Q3, 2022 Results on Feb 14, 2022Polyplex Corporation Limited announced that they will report Q3, 2022 results on Feb 14, 2022
Upcoming Dividend • Sep 17Upcoming dividend of ₹17.00 per shareEligible shareholders must have bought the stock before 24 September 2021. Payment date: 29 October 2021. Trailing yield: 3.7%. Within top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (0.7%).
Board Change • Sep 14Insufficient 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. 5 highly experienced directors. Independent Non-Executive Director Suresh Surana was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₹1,753, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 33x in the Chemicals industry in India. Total returns to shareholders of 273% over the past three years.
Board Change • Sep 09Insufficient 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. 5 highly experienced directors. Independent Non-Executive Director Suresh Surana was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Sep 08Insufficient 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. 5 highly experienced directors. Independent Non-Executive Director Suresh Surana was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Executive Departure • Sep 08Sales & Marketing Head of India and GM Rakesh Kakkar has left the companyOn the 31st of August, Rakesh Kakkar's tenure as Sales & Marketing Head of India and GM ended. We don't have any record of a personal shareholding under Rakesh's name. A total of 2 executives have left over the last 12 months.
Reported Earnings • Aug 18First quarter 2022 earnings released: EPS ₹35.52 (vs ₹56.26 in 1Q 2021)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: ₹14.4b (up 24% from 1Q 2021). Net income: ₹1.12b (down 38% from 1Q 2021). Profit margin: 7.7% (down from 15% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Aug 17Price target increased to ₹1,565Up from ₹1,175, the current price target is provided by 1 analyst. New target price is 8.0% above last closing price of ₹1,449. Stock is up 91% over the past year.
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹1,329, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 32x in the Chemicals industry in India. Total returns to shareholders of 291% over the past three years.
Reported Earnings • May 28Full year 2021 earnings released: EPS ₹163 (vs ₹88.18 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹49.8b (up 11% from FY 2020). Net income: ₹5.12b (up 82% from FY 2020). Profit margin: 10% (up from 6.3% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 26Polyplex Corporation Limited Proposes Payment of Final DividendPolyplex Corporation Limited announced that the Board of Directors proposed payment of Final Dividend at the rate of INR 17 per equity share of the Face Value of INR 10 each for the Financial Year 2020-21, which would be paid after its declaration in the upcoming Annual General Meeting (AGM).
Valuation Update With 7 Day Price Move • May 04Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₹1,058, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 31x in the Chemicals industry in India. Total returns to shareholders of 218% over the past three years.
Recent Insider Transactions • Mar 07Non-Executive Non-Independent Chairman recently sold ₹259m worth of stockOn the 3rd of March, Sanjiv Saraf sold around 325k shares on-market at roughly ₹796 per share. This was the largest sale by an insider in the last 3 months. This was Sanjiv's only on-market trade for the last 12 months.
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹919, the stock is trading at a trailing P/E ratio of 7.1x, up from the previous P/E ratio of 6.1x. 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 159%.
Price Target Changed • Feb 12Price target raised to ₹1,175Up from ₹952, the current price target is provided by 1 analyst. The new target price is 28% above the current share price of ₹918. As of last close, the stock is up 76% over the past year.
Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS ₹41.84 (vs ₹22.19 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₹12.5b (up 15% from 3Q 2020). Net income: ₹1.31b (up 85% from 3Q 2020). Profit margin: 11% (up from 6.5% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 23% per year.
Analyst Estimate Surprise Post Earnings • Feb 11Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 0.8%. Earnings per share (EPS) missed analyst estimates by 17%. Over the next year, revenue is forecast to grow 14%, compared to a 20% growth forecast for the Chemicals industry in India.