View ValuationPokarna 将来の成長Future 基準チェック /06現在、 Pokarnaの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Basic Materials 収益成長6.1%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • May 18Pokarna Limited to Report Q4, 2026 Results on May 28, 2026Pokarna Limited announced that they will report Q4, 2026 results on May 28, 2026Buy Or Sell Opportunity • Apr 08Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to ₹922. The fair value is estimated to be ₹752, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 33%.Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: ₹6.57 (vs ₹16.29 in 3Q 2025)Third quarter 2026 results: EPS: ₹6.57 (down from ₹16.29 in 3Q 2025). Revenue: ₹1.42b (down 36% from 3Q 2025). Net income: ₹203.7m (down 60% from 3Q 2025). Profit margin: 14% (down from 23% in 3Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Feb 03Now 36% overvaluedOver the last 90 days, the stock has fallen 3.0% to ₹870. The fair value is estimated to be ₹639, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has grown by 33%.お知らせ • Jan 22Pokarna Limited to Report Q3, 2026 Results on Feb 04, 2026Pokarna Limited announced that they will report Q3, 2026 results on Feb 04, 2026Buy Or Sell Opportunity • Jan 12Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 7.9% to ₹777. The fair value is estimated to be ₹632, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has grown by 33%.Reported Earnings • Nov 13Second quarter 2026 earnings released: EPS: ₹2.04 (vs ₹14.47 in 2Q 2025)Second quarter 2026 results: EPS: ₹2.04 (down from ₹14.47 in 2Q 2025). Revenue: ₹1.26b (down 50% from 2Q 2025). Net income: ₹63.3m (down 86% from 2Q 2025). Profit margin: 5.0% (down from 18% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 28Pokarna Limited to Report Q2, 2026 Results on Nov 12, 2025Pokarna Limited announced that they will report Q2, 2026 results on Nov 12, 2025Valuation Update With 7 Day Price Move • Oct 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹894, the stock trades at a trailing P/E ratio of 15.2x. Average trailing P/E is 35x in the Basic Materials industry in India. Total returns to shareholders of 104% over the past three years.New Risk • Oct 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • Sep 10Pokarna Limited Approves Appointment of Gautam Damodar Sawang as an Independent DirectorPokarna Limited at its AGM held on September 10, 2025 approved Appointment of Mr. Gautam Damodar Sawang as an Independent Director of the Company as a Special resolution.Upcoming Dividend • Aug 27Upcoming dividend of ₹0.60 per shareEligible shareholders must have bought the stock before 03 September 2025. Payment date: 10 October 2025. Payout ratio is a comfortable 1.0% and this is well supported by cash flows. Trailing yield: 0.1%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (0.5%).Reported Earnings • Jul 31First quarter 2026 earnings released: EPS: ₹9.13 (vs ₹10.66 in 1Q 2025)First quarter 2026 results: EPS: ₹9.13 (down from ₹10.66 in 1Q 2025). Revenue: ₹1.74b (down 9.8% from 1Q 2025). Net income: ₹282.9m (down 14% from 1Q 2025). Profit margin: 16% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 30Pokarna Limited, Annual General Meeting, Sep 10, 2025Pokarna Limited, Annual General Meeting, Sep 10, 2025, at 11:00 Indian Standard Time.お知らせ • Jul 16Pokarna Limited to Report Q1, 2026 Results on Jul 30, 2025Pokarna Limited announced that they will report Q1, 2026 results on Jul 30, 2025Reported Earnings • May 30Full year 2025 earnings released: EPS: ₹60.43 (vs ₹29.47 in FY 2024)Full year 2025 results: EPS: ₹60.43 (up from ₹29.47 in FY 2024). Revenue: ₹9.51b (up 38% from FY 2024). Net income: ₹1.87b (up 105% from FY 2024). Profit margin: 20% (up from 13% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 29% per year.お知らせ • May 16Pokarna Limited to Report Fiscal Year 2025 Results on May 29, 2025Pokarna Limited announced that they will report fiscal year 2025 results on May 29, 2025Valuation Update With 7 Day Price Move • Apr 18Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹966, the stock trades at a trailing P/E ratio of 20.7x. Average trailing P/E is 32x in the Basic Materials industry in India. Total returns to shareholders of 43% over the past three years.Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to ₹951, the stock trades at a trailing P/E ratio of 20.3x. Average trailing P/E is 31x in the Basic Materials industry in India. Total returns to shareholders of 30% over the past three years.New Risk • Jan 31New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 9.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.7% average weekly change). Minor Risk High level of debt (47% net debt to equity).Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: ₹16.29 (vs ₹6.85 in 3Q 2024)Third quarter 2025 results: EPS: ₹16.29 (up from ₹6.85 in 3Q 2024). Revenue: ₹2.34b (up 42% from 3Q 2024). Net income: ₹505.0m (up 138% from 3Q 2024). Profit margin: 22% (up from 13% in 3Q 2024). The increase in margin was driven by higher revenue. 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 21% per year.Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₹1,101, the stock trades at a trailing P/E ratio of 29x. Average trailing P/E is 38x in the Basic Materials industry in India. Total returns to shareholders of 44% over the past three years.お知らせ • Jan 21Pokarna Limited to Report Q3, 2025 Results on Jan 30, 2025Pokarna Limited announced that they will report Q3, 2025 results on Jan 30, 2025Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹1,350, the stock trades at a trailing P/E ratio of 35.6x. Average trailing P/E is 37x in the Basic Materials industry in India. Total returns to shareholders of 84% over the past three years.Valuation Update With 7 Day Price Move • Dec 02Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₹1,222, the stock trades at a trailing P/E ratio of 32.2x. Average trailing P/E is 39x in the Basic Materials industry in India. Total returns to shareholders of 102% over the past three years.Reported Earnings • Nov 14Second quarter 2025 earnings released: EPS: ₹14.47 (vs ₹10.55 in 2Q 2024)Second quarter 2025 results: EPS: ₹14.47 (up from ₹10.55 in 2Q 2024). Revenue: ₹2.53b (up 27% from 2Q 2024). Net income: ₹448.8m (up 37% from 2Q 2024). Profit margin: 18% (up from 16% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 19% per year.お知らせ • Oct 31Pokarna Limited to Report Q2, 2025 Results on Nov 12, 2024Pokarna Limited announced that they will report Q2, 2025 results on Nov 12, 2024Upcoming Dividend • Sep 16Upcoming dividend of ₹0.60 per shareEligible shareholders must have bought the stock before 23 September 2024. Payment date: 30 October 2024. Payout ratio is a comfortable 2.0% and this is well supported by cash flows. Trailing yield: 0.1%. Lower than top quartile of Indian dividend payers (1.0%). Lower than average of industry peers (0.5%).お知らせ • Sep 06Pokarna Limited Proposes Dividend for the Financial Year Ended 31 March 2024, Payable After 30 September 2024Pokarna Limited at its AGM to be held on 30 September 2024, proposed a dividend at the rate of INR 0.60 per equity share of INR 2 each fully paid-up of the Company, as recommended by the Board of Directors, be and is hereby declared for the financial year ended 31 March 2024. Record date for Dividend is 23 September 2024. Dividend payment date is after 30 September 2024.Declared Dividend • Aug 15Dividend of ₹0.60 announcedDividend of ₹0.60 is the same as last year. Ex-date: 23rd September 2024 Payment date: 30th October 2024 Dividend yield will be 0.06%, which is lower than the industry average of 0.4%. Payout Ratios Payout ratio: 2%. Cash payout ratio: 1%.Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: ₹10.66 (vs ₹5.78 in 1Q 2024)First quarter 2025 results: EPS: ₹10.66 (up from ₹5.78 in 1Q 2024). Revenue: ₹1.97b (up 22% from 1Q 2024). Net income: ₹330.5m (up 84% from 1Q 2024). Profit margin: 17% (up from 11% in 1Q 2024). The increase in margin was driven by higher revenue. 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 25% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 05Pokarna Limited to Report Q1, 2025 Results on Aug 13, 2024Pokarna Limited announced that they will report Q1, 2025 results on Aug 13, 2024New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (52% net debt to equity). Share price has been volatile over the past 3 months (8.0% average weekly change).お知らせ • Aug 01Pokarna Limited Appoints Pratima Khandu Gulankar as Company Secretary and Compliance OfficerPokarna Limited announced that the Board of Directors has appointed Ms. Pratima Khandu Gulankar, as the Company Secretary and Compliance officer of the Company w.e.f 1st August,2024. Reason for change: Ms. Disha Jindal resigned from the post of Company Secretary and Compliance Officer of the company, due to her personal reasons. As per Regulation 6 of SEBI (LODR), Ms. Pratima Khandu Gulankar has been appointed as Company Secretary and Compliance Officer of the Company. Date of Birth is January 25, 1998. Ms. Pratima Khandu Gulankar is an Associate Member of Institute of Company Secretaries of India (Membership No. A66794). She is having Three years' experience in Company Secretarial Functions, Statutory Compliance and Corporate Governance.お知らせ • Jun 24Pokarna Limited Approves Board AppointmentsPokarna Limited approved appointment of Mr. Prasanth Nandigala, Mr. Agnihotra Dakshina Murty Chavali and Mrs. Paulomi Romi Dhawan as Independent Director of the company.Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₹657, the stock trades at a trailing P/E ratio of 22.3x. Average trailing P/E is 28x in the Basic Materials industry in India. Total returns to shareholders of 79% over the past three years.Reported Earnings • May 18Full year 2024 earnings released: EPS: ₹29.47 (vs ₹21.23 in FY 2023)Full year 2024 results: EPS: ₹29.47 (up from ₹21.23 in FY 2023). Revenue: ₹6.99b (down 4.0% from FY 2023). Net income: ₹913.6m (up 39% from FY 2023). Profit margin: 13% (up from 9.0% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 18% per year.Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹526, the stock trades at a trailing P/E ratio of 19.7x. Average trailing P/E is 33x in the Basic Materials industry in India. Total returns to shareholders of 65% over the past three years.お知らせ • May 10Pokarna Limited announces the Resignation of Disha Jindal as Company Secretary and Compliance OfficerPokarna Limited announced that Ms. Disha Jindal, Company Secretary & Compliance Officer of the Company has resigned from the post of Company Secretary and Key Managerial Personnel of the Company. The Company has accepted her resignation, effective May 8, 2024. Consequent to her resignation, Ms. Disha Jindal also ceases to be Compliance Officer of the Company.お知らせ • May 09Pokarna Limited to Report Q4, 2024 Results on May 16, 2024Pokarna Limited announced that they will report Q4, 2024 results on May 16, 2024お知らせ • Mar 23Pokarna Limited Announces Cessation of Independent Directors, Effective March 31, 2024Pokarna Limited at its board meeting held on March 23, 2024, announced Mr. Meka Yugandhar, Mr. Vinayak Rao Juvvadi and Mr. Mahender Chand will cease to be Independent Directors of the Company upon the completion of their second term at the close of business hours on March 31, 2024.Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: ₹6.85 (vs ₹0.85 in 3Q 2023)Third quarter 2024 results: EPS: ₹6.85 (up from ₹0.85 in 3Q 2023). Revenue: ₹1.65b (up 46% from 3Q 2023). Net income: ₹212.3m (up ₹186.1m from 3Q 2023). Profit margin: 13% (up from 2.3% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 27% per year.お知らせ • Jan 30Pokarna Limited to Report Q3, 2024 Results on Feb 06, 2024Pokarna Limited announced that they will report Q3, 2024 results on Feb 06, 2024Reported Earnings • Nov 13Second quarter 2024 earnings released: EPS: ₹10.55 (vs ₹7.74 in 2Q 2023)Second quarter 2024 results: EPS: ₹10.55 (up from ₹7.74 in 2Q 2023). Revenue: ₹2.00b (down 6.3% from 2Q 2023). Net income: ₹327.0m (up 36% from 2Q 2023). Profit margin: 16% (up from 11% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 25Pokarna Limited to Report Q2, 2024 Results on Nov 08, 2023Pokarna Limited announced that they will report Q2, 2024 results on Nov 08, 2023Upcoming Dividend • Sep 04Upcoming dividend of ₹0.60 per share at 0.1% yieldEligible shareholders must have bought the stock before 11 September 2023. Payment date: 18 October 2023. Payout ratio is a comfortable 2.8% and this is well supported by cash flows. Trailing yield: 0.1%. Lower than top quartile of Indian dividend payers (1.4%). Lower than average of industry peers (0.5%).Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹481, the stock trades at a trailing P/E ratio of 27x. Average trailing P/E is 32x in the Basic Materials industry in India. Total returns to shareholders of 230% over the past three years.お知らせ • Aug 19Pokarna Limited Proposes Dividend for the Financial Year Ended March 31, 2023Pokarna Limited announced that at AGM to be held on September 18, 2023 the company proposed the dividend at the rate of INR 0.60 per equity share of INR 2 each fully paid-up of the Company, as recommended by the Board of Directors, be and is hereby declared for the financial year ended March 31, 2023.お知らせ • Aug 10Pokarna Limited, Annual General Meeting, Sep 18, 2023Pokarna Limited, Annual General Meeting, Sep 18, 2023, at 11:00 Indian Standard Time.New Risk • Aug 10New major risk - Revenue and earnings growthEarnings have declined by 0.2% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.4x net interest cover). Earnings have declined by 0.2% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (8.5% net profit margin).Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: ₹5.78 (vs ₹9.19 in 1Q 2023)First quarter 2024 results: EPS: ₹5.78 (down from ₹9.19 in 1Q 2023). Revenue: ₹1.65b (down 31% from 1Q 2023). Net income: ₹179.2m (down 37% from 1Q 2023). Profit margin: 11% (down from 12% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 37% per year whereas the company’s share price has increased by 39% per year.お知らせ • Aug 01Pokarna Limited to Report Q1, 2024 Results on Aug 09, 2023Pokarna Limited announced that they will report Q1, 2024 results on Aug 09, 2023Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹427, the stock trades at a trailing P/E ratio of 20.1x. Average trailing P/E is 31x in the Basic Materials industry in India. Total returns to shareholders of 232% over the past three years.お知らせ • May 27+ 1 more updatePokarna Limited Recommends Final Dividend for the Financial Year Ended 31 March 2023Pokarna Limited announced that the board of Directors at their meeting held on 25 May, 2023, recommended a final dividend at 30% that is INR 0.60 per equity share of face value of INR 2 each for the financial year ended 31 March 2023, subject to the approval of members of the company.Reported Earnings • May 26Full year 2023 earnings released: EPS: ₹21.23 (vs ₹25.26 in FY 2022)Full year 2023 results: EPS: ₹21.23 (down from ₹25.26 in FY 2022). Revenue: ₹7.39b (up 14% from FY 2022). Net income: ₹658.1m (down 16% from FY 2022). Profit margin: 8.9% (down from 12% 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 33% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 17Pokarna Limited to Report Q4, 2023 Results on May 25, 2023Pokarna Limited announced that they will report Q4, 2023 results on May 25, 2023Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹412, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 25x in the Basic Materials industry in India. Total returns to shareholders of 266% over the past three years.Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 29%After last week's 29% share price gain to ₹355, the stock trades at a trailing P/E ratio of 14.6x. Average trailing P/E is 23x in the Basic Materials industry in India. Total returns to shareholders of 473% over the past three years.Valuation Update With 7 Day Price Move • Feb 23Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₹300, the stock trades at a trailing P/E ratio of 12.3x. Average trailing P/E is 24x in the Basic Materials industry in India. Total returns to shareholders of 270% over the past three years.Reported Earnings • Feb 17Third quarter 2023 earnings released: EPS: ₹0.85 (vs ₹10.89 in 3Q 2022)Third quarter 2023 results: EPS: ₹0.85 (down from ₹10.89 in 3Q 2022). Net income: ₹26.2m (down 92% from 3Q 2022). 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 63% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 07Pokarna Limited to Report Q3, 2023 Results on Feb 14, 2023Pokarna Limited announced that they will report Q3, 2023 results on Feb 14, 2023Recent Insider Transactions • Jan 05Insider recently bought ₹71k worth of stockOn the 29th of December, Rajini Meka bought around 188 shares on-market at roughly ₹377 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₹7.6m more in shares than they have sold in the last 12 months.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. No experienced directors. 7 highly experienced directors. Independent Director Jayshree Sanghani was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: ₹7.74 (vs ₹6.58 in 2Q 2022)Second quarter 2023 results: EPS: ₹7.74 (up from ₹6.58 in 2Q 2022). Revenue: ₹2.14b (up 44% from 2Q 2022). Net income: ₹240.1m (up 18% from 2Q 2022). Profit margin: 11% (down from 14% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 04Pokarna Limited to Report Q2, 2023 Results on Nov 09, 2022Pokarna Limited announced that they will report Q2, 2023 results on Nov 09, 2022Recent Insider Transactions • Oct 02Insider recently bought ₹574k worth of stockOn the 28th of September, Ahalya Meka bought around 1k shares on-market at roughly ₹478 per share. This transaction amounted to 3.6% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth ₹787k. Insiders have collectively bought ₹16m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Sep 22Insider recently bought ₹511k worth of stockOn the 19th of September, Ahalya Meka bought around 1k shares on-market at roughly ₹511 per share. This transaction amounted to 3.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth ₹787k. Insiders have collectively bought ₹15m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Sep 15Insider recently bought ₹110k worth of stockOn the 8th of September, Ahalya Meka bought around 200 shares on-market at roughly ₹548 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth ₹787k. Insiders have collectively bought ₹15m more in shares than they have sold in the last 12 months.お知らせ • Sep 08Pokarna Limited Approves DividendPokarna Limited approved dividend of INR 0.60 (30%) per Equity Share of the face value of INR 2 each at its annual general meeting held on 7 September 2022.Upcoming Dividend • Aug 22Upcoming dividend of ₹0.60 per shareEligible shareholders must have bought the stock before 29 August 2022. Payment date: 07 October 2022. Payout ratio is a comfortable 1.8% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of Indian dividend payers (1.7%). Lower than average of industry peers (0.9%).Recent Insider Transactions • Aug 18Insider recently bought ₹576k worth of stockOn the 11th of August, Ahalya Meka bought around 1k shares on-market at roughly ₹576 per share. In the last 3 months, there was an even bigger purchase from another insider worth ₹1.1m. Insiders have collectively bought ₹13m more in shares than they have sold in the last 12 months.お知らせ • Aug 14Pokarna Limited, Annual General Meeting, Sep 07, 2022Pokarna Limited, Annual General Meeting, Sep 07, 2022, at 11:00 Indian Standard Time. Agenda: To discuss the Audited Standalone Financial Statements of the Company consisting of the Balance Sheet as at 31 March, 2022; to declare dividend on equity shares for the financial year 2021-22; and to appoint director in place of Mrs. Apurva Jain, who retires by rotation and being eligible, offers herself for re-appointment.Reported Earnings • Aug 09First quarter 2023 earnings released: EPS: ₹9.19 (vs ₹1.30 in 1Q 2022)First quarter 2023 results: EPS: ₹9.19 (up from ₹1.30 in 1Q 2022). Revenue: ₹2.40b (up 128% from 1Q 2022). Net income: ₹284.9m (up ₹244.5m from 1Q 2022). Profit margin: 12% (up from 3.8% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 68% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹622, the stock trades at a trailing P/E ratio of 24.6x. Average trailing P/E is 18x in the Basic Materials industry in India. Total returns to shareholders of 372% over the past three years.お知らせ • Aug 03Pokarna Limited to Report Q1, 2023 Results on Aug 08, 2022Pokarna Limited announced that they will report Q1, 2023 results on Aug 08, 2022Valuation Update With 7 Day Price Move • Jul 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹518, the stock trades at a trailing P/E ratio of 20.5x. Average trailing P/E is 16x in the Basic Materials industry in India. Total returns to shareholders of 279% over the past three years.お知らせ • Jul 10Pokarna Limited Appoints Piyush Khandelwal as Compliance OfficerPokarna Limited appointed Mr. Piyush Khandelwal as Compliance officer of the Company, effective 9 July, 2022. Mr. Piyush Khandelwal is an Associate Member of the Institute of Company Secretaries of India (holding membership no. A65318). He also holds Bachelor's Degree in Commerce from Devi Ahilya Vishwavidyalaya, Indore. He has more than 2 years of experience in Secretarial Compliance in various listed and Unlisted public Companies.Valuation Update With 7 Day Price Move • Jun 13Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₹416, the stock trades at a trailing P/E ratio of 16.5x. Average trailing P/E is 16x in the Basic Materials industry in India. Total returns to shareholders of 177% over the past three years.Recent Insider Transactions • Jun 10Insider recently bought ₹478k worth of stockOn the 7th of June, Rajini Meka bought around 1k shares on-market at roughly ₹478 per share. In the last 3 months, they made an even bigger purchase worth ₹1.1m. Insiders have collectively bought ₹12m more in shares than they have sold in the last 12 months.Recent Insider Transactions • May 28Insider recently bought ₹1.1m worth of stockOn the 24th of May, Rajini Meka bought around 2k shares on-market at roughly ₹502 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₹10m more in shares than they have sold in the last 12 months.お知らせ • May 24Pokarna Limited Announces Resignation Babita Chandrakar as Company Secretary and Compliance OfficerPokarna Limited announced that Mrs. Babita Chandrakar has resigned from the Company and would cease to act as a Company Secretary and Compliance Officer of the Company with effect from 23rd May, 2022 after the end of working hours.Reported Earnings • May 24Full year 2022 earnings released: EPS: ₹25.25 (vs ₹9.12 in FY 2021)Full year 2022 results: EPS: ₹25.25 (up from ₹9.12 in FY 2021). Revenue: ₹6.50b (up 120% from FY 2021). Net income: ₹783.0m (up 177% from FY 2021). Profit margin: 12% (up from 9.6% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 38% per year, which means it is well ahead of earnings.お知らせ • May 22+ 1 more updatePokarna Limited Approves Re-Constitution of Nomination and Remuneration CommitteePokarna Limited announced that at its Board meeting held on May 21, 2022, approved re-constitution of Nomination and Remuneration Committee as follows: Mr. Mahender Chand as Chairman, Mr. Meka Yugandhar, Mr. Vinyak Rao Juvaddi, Mr. Prakash Chand Jain, as members of Nomination and Remuneration Committee.Valuation Update With 7 Day Price Move • May 10Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₹536, the stock trades at a trailing P/E ratio of 26.8x. Average trailing P/E is 15x in the Basic Materials industry in India. Total returns to shareholders of 235% over the past three years.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. 1 experienced director. 6 highly experienced directors. Additional Independent Director Jayshree Sanghani was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Feb 28Insider recently bought ₹441k worth of stockOn the 24th of February, Rajini Meka bought around 700 shares on-market at roughly ₹630 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₹10m more in shares than they have sold in the last 12 months.Reported Earnings • Jan 30Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: ₹10.89 (up from ₹4.14 in 3Q 2021). Revenue: ₹1.92b (up 135% from 3Q 2021). Net income: ₹337.5m (up 163% from 3Q 2021). Profit margin: 18% (up from 16% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 16%. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 64% per year, which means it is well ahead of earnings.Recent Insider Transactions • Nov 26Insider recently bought ₹3.4m worth of stockOn the 22nd of November, Rajini Meka bought around 6k shares on-market at roughly ₹610 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₹11m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Nov 12Insider recently bought ₹1.1m worth of stockOn the 9th of November, Ahalya Meka bought around 2k shares on-market at roughly ₹649 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₹4.2m more in shares than they have sold in the last 12 months.Reported Earnings • Nov 03Second quarter 2022 earnings released: EPS ₹6.58 (vs ₹6.75 in 2Q 2021)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: ₹1.49b (up 59% from 2Q 2021). Net income: ₹204.0m (down 2.5% from 2Q 2021). Profit margin: 14% (down from 22% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 65% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Aug 02Investor sentiment improved over the past weekAfter last week's 22% share price gain to ₹448, the stock trades at a trailing P/E ratio of 49.1x. Average trailing P/E is 20x in the Basic Materials industry in India. Total returns to shareholders of 188% over the past three years.Upcoming Dividend • Jul 22Upcoming dividend of ₹0.60 per shareEligible shareholders must have bought the stock before 29 July 2021. Payment date: 05 September 2021. Trailing yield: 0.2%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (0.9%).Reported Earnings • Jul 14Full year 2021 earnings released: EPS ₹9.12 (vs ₹22.81 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹2.95b (down 25% from FY 2020). Net income: ₹282.9m (down 60% from FY 2020). Profit margin: 9.6% (down from 18% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jun 29Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to ₹326, the stock trades at a trailing P/E ratio of 35.8x. Average trailing P/E is 18x in the Basic Materials industry in India. Total returns to shareholders of 109% over the past three years.Reported Earnings • Jun 23Full year 2021 earnings released: EPS ₹9.12 (vs ₹22.81 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹3.01b (down 24% from FY 2020). Net income: ₹282.9m (down 60% from FY 2020). Profit margin: 9.4% (down from 18% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹370, the stock trades at a trailing P/E ratio of 41.5x. Average trailing P/E is 19x in the Basic Materials industry in India. Total returns to shareholders of 134% over the past three years.Valuation Update With 7 Day Price Move • May 21Investor sentiment improved over the past weekAfter last week's 30% share price gain to ₹329, the stock trades at a trailing P/E ratio of 36.8x. Average trailing P/E is 17x in the Basic Materials industry in India. Total returns to shareholders of 81% over the past three years. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Pokarna は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測BSE:532486 - 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12/31/20256,8971,140N/AN/AN/A9/30/20257,7831,4411,4772,141N/A6/30/20259,0851,826N/AN/AN/A3/31/20259,3281,8749351,912N/A12/31/20248,2911,448N/AN/AN/A9/30/20247,7011,1765071,298N/A6/30/20247,1841,058N/AN/AN/A3/31/20246,8779141,4551,881N/A12/31/20236,888825N/AN/AN/A9/30/20236,3676391,5781,914N/A6/30/20236,502552N/AN/AN/A3/31/20237,2536811,0211,357N/A12/31/20227,707752N/AN/AN/A9/30/20228,4981,0646851,123N/A6/30/20227,8481,027N/AN/AN/A3/31/20226,502783-1,580594N/A12/31/20215,379620N/AN/AN/A9/30/20214,277411-1,491-909N/A6/30/20213,732416N/AN/AN/A3/31/20212,950283107983N/A12/31/20202,920277N/AN/AN/A9/30/20202,720214-4091,126N/A6/30/20202,952310N/AN/AN/A3/31/20203,939707-1303,793N/A12/31/20194,496940N/AN/AN/A9/30/20195,0931,135N/A3,748N/A6/30/20195,0451,026N/AN/AN/A3/31/20194,622807N/A1,083N/A12/31/20184,007702N/AN/AN/A9/30/20183,690576N/AN/AN/A6/30/20183,445502N/AN/AN/A3/31/20183,366422N/A771N/A12/31/20173,445452N/AN/AN/A9/30/20173,462493N/AN/AN/A6/30/20173,588567N/AN/AN/A3/31/20173,674772N/A1,110N/A12/31/20163,789574N/AN/AN/A9/30/20163,840608N/AN/AN/A6/30/20163,878550N/AN/AN/A3/31/20163,939512N/A1,055N/A12/31/20153,956673N/AN/AN/A9/30/20153,769534N/AN/AN/A6/30/20153,505417N/AN/AN/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: 532486の予測収益成長が 貯蓄率 ( 6.9% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 532486の収益がIndian市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 532486の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 532486の収益がIndian市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 532486の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。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: 532486の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘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 09:18終値2026/05/22 00:00収益2025/12/31年間収益2025/03/31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Pokarna 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。3 アナリスト機関Pranav MehtaEquirus Securities Private LimitedKameswari V. S. ChavaliFirstCall ResearchAnil BurraFirstCall Research
お知らせ • May 18Pokarna Limited to Report Q4, 2026 Results on May 28, 2026Pokarna Limited announced that they will report Q4, 2026 results on May 28, 2026
Buy Or Sell Opportunity • Apr 08Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to ₹922. The fair value is estimated to be ₹752, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 33%.
Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: ₹6.57 (vs ₹16.29 in 3Q 2025)Third quarter 2026 results: EPS: ₹6.57 (down from ₹16.29 in 3Q 2025). Revenue: ₹1.42b (down 36% from 3Q 2025). Net income: ₹203.7m (down 60% from 3Q 2025). Profit margin: 14% (down from 23% in 3Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Feb 03Now 36% overvaluedOver the last 90 days, the stock has fallen 3.0% to ₹870. The fair value is estimated to be ₹639, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has grown by 33%.
お知らせ • Jan 22Pokarna Limited to Report Q3, 2026 Results on Feb 04, 2026Pokarna Limited announced that they will report Q3, 2026 results on Feb 04, 2026
Buy Or Sell Opportunity • Jan 12Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 7.9% to ₹777. The fair value is estimated to be ₹632, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has grown by 33%.
Reported Earnings • Nov 13Second quarter 2026 earnings released: EPS: ₹2.04 (vs ₹14.47 in 2Q 2025)Second quarter 2026 results: EPS: ₹2.04 (down from ₹14.47 in 2Q 2025). Revenue: ₹1.26b (down 50% from 2Q 2025). Net income: ₹63.3m (down 86% from 2Q 2025). Profit margin: 5.0% (down from 18% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 28Pokarna Limited to Report Q2, 2026 Results on Nov 12, 2025Pokarna Limited announced that they will report Q2, 2026 results on Nov 12, 2025
Valuation Update With 7 Day Price Move • Oct 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹894, the stock trades at a trailing P/E ratio of 15.2x. Average trailing P/E is 35x in the Basic Materials industry in India. Total returns to shareholders of 104% over the past three years.
New Risk • Oct 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • Sep 10Pokarna Limited Approves Appointment of Gautam Damodar Sawang as an Independent DirectorPokarna Limited at its AGM held on September 10, 2025 approved Appointment of Mr. Gautam Damodar Sawang as an Independent Director of the Company as a Special resolution.
Upcoming Dividend • Aug 27Upcoming dividend of ₹0.60 per shareEligible shareholders must have bought the stock before 03 September 2025. Payment date: 10 October 2025. Payout ratio is a comfortable 1.0% and this is well supported by cash flows. Trailing yield: 0.1%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (0.5%).
Reported Earnings • Jul 31First quarter 2026 earnings released: EPS: ₹9.13 (vs ₹10.66 in 1Q 2025)First quarter 2026 results: EPS: ₹9.13 (down from ₹10.66 in 1Q 2025). Revenue: ₹1.74b (down 9.8% from 1Q 2025). Net income: ₹282.9m (down 14% from 1Q 2025). Profit margin: 16% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 30Pokarna Limited, Annual General Meeting, Sep 10, 2025Pokarna Limited, Annual General Meeting, Sep 10, 2025, at 11:00 Indian Standard Time.
お知らせ • Jul 16Pokarna Limited to Report Q1, 2026 Results on Jul 30, 2025Pokarna Limited announced that they will report Q1, 2026 results on Jul 30, 2025
Reported Earnings • May 30Full year 2025 earnings released: EPS: ₹60.43 (vs ₹29.47 in FY 2024)Full year 2025 results: EPS: ₹60.43 (up from ₹29.47 in FY 2024). Revenue: ₹9.51b (up 38% from FY 2024). Net income: ₹1.87b (up 105% from FY 2024). Profit margin: 20% (up from 13% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 29% per year.
お知らせ • May 16Pokarna Limited to Report Fiscal Year 2025 Results on May 29, 2025Pokarna Limited announced that they will report fiscal year 2025 results on May 29, 2025
Valuation Update With 7 Day Price Move • Apr 18Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹966, the stock trades at a trailing P/E ratio of 20.7x. Average trailing P/E is 32x in the Basic Materials industry in India. Total returns to shareholders of 43% over the past three years.
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to ₹951, the stock trades at a trailing P/E ratio of 20.3x. Average trailing P/E is 31x in the Basic Materials industry in India. Total returns to shareholders of 30% over the past three years.
New Risk • Jan 31New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 9.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.7% average weekly change). Minor Risk High level of debt (47% net debt to equity).
Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: ₹16.29 (vs ₹6.85 in 3Q 2024)Third quarter 2025 results: EPS: ₹16.29 (up from ₹6.85 in 3Q 2024). Revenue: ₹2.34b (up 42% from 3Q 2024). Net income: ₹505.0m (up 138% from 3Q 2024). Profit margin: 22% (up from 13% in 3Q 2024). The increase in margin was driven by higher revenue. 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 21% per year.
Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₹1,101, the stock trades at a trailing P/E ratio of 29x. Average trailing P/E is 38x in the Basic Materials industry in India. Total returns to shareholders of 44% over the past three years.
お知らせ • Jan 21Pokarna Limited to Report Q3, 2025 Results on Jan 30, 2025Pokarna Limited announced that they will report Q3, 2025 results on Jan 30, 2025
Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹1,350, the stock trades at a trailing P/E ratio of 35.6x. Average trailing P/E is 37x in the Basic Materials industry in India. Total returns to shareholders of 84% over the past three years.
Valuation Update With 7 Day Price Move • Dec 02Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₹1,222, the stock trades at a trailing P/E ratio of 32.2x. Average trailing P/E is 39x in the Basic Materials industry in India. Total returns to shareholders of 102% over the past three years.
Reported Earnings • Nov 14Second quarter 2025 earnings released: EPS: ₹14.47 (vs ₹10.55 in 2Q 2024)Second quarter 2025 results: EPS: ₹14.47 (up from ₹10.55 in 2Q 2024). Revenue: ₹2.53b (up 27% from 2Q 2024). Net income: ₹448.8m (up 37% from 2Q 2024). Profit margin: 18% (up from 16% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 19% per year.
お知らせ • Oct 31Pokarna Limited to Report Q2, 2025 Results on Nov 12, 2024Pokarna Limited announced that they will report Q2, 2025 results on Nov 12, 2024
Upcoming Dividend • Sep 16Upcoming dividend of ₹0.60 per shareEligible shareholders must have bought the stock before 23 September 2024. Payment date: 30 October 2024. Payout ratio is a comfortable 2.0% and this is well supported by cash flows. Trailing yield: 0.1%. Lower than top quartile of Indian dividend payers (1.0%). Lower than average of industry peers (0.5%).
お知らせ • Sep 06Pokarna Limited Proposes Dividend for the Financial Year Ended 31 March 2024, Payable After 30 September 2024Pokarna Limited at its AGM to be held on 30 September 2024, proposed a dividend at the rate of INR 0.60 per equity share of INR 2 each fully paid-up of the Company, as recommended by the Board of Directors, be and is hereby declared for the financial year ended 31 March 2024. Record date for Dividend is 23 September 2024. Dividend payment date is after 30 September 2024.
Declared Dividend • Aug 15Dividend of ₹0.60 announcedDividend of ₹0.60 is the same as last year. Ex-date: 23rd September 2024 Payment date: 30th October 2024 Dividend yield will be 0.06%, which is lower than the industry average of 0.4%. Payout Ratios Payout ratio: 2%. Cash payout ratio: 1%.
Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: ₹10.66 (vs ₹5.78 in 1Q 2024)First quarter 2025 results: EPS: ₹10.66 (up from ₹5.78 in 1Q 2024). Revenue: ₹1.97b (up 22% from 1Q 2024). Net income: ₹330.5m (up 84% from 1Q 2024). Profit margin: 17% (up from 11% in 1Q 2024). The increase in margin was driven by higher revenue. 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 25% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 05Pokarna Limited to Report Q1, 2025 Results on Aug 13, 2024Pokarna Limited announced that they will report Q1, 2025 results on Aug 13, 2024
New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (52% net debt to equity). Share price has been volatile over the past 3 months (8.0% average weekly change).
お知らせ • Aug 01Pokarna Limited Appoints Pratima Khandu Gulankar as Company Secretary and Compliance OfficerPokarna Limited announced that the Board of Directors has appointed Ms. Pratima Khandu Gulankar, as the Company Secretary and Compliance officer of the Company w.e.f 1st August,2024. Reason for change: Ms. Disha Jindal resigned from the post of Company Secretary and Compliance Officer of the company, due to her personal reasons. As per Regulation 6 of SEBI (LODR), Ms. Pratima Khandu Gulankar has been appointed as Company Secretary and Compliance Officer of the Company. Date of Birth is January 25, 1998. Ms. Pratima Khandu Gulankar is an Associate Member of Institute of Company Secretaries of India (Membership No. A66794). She is having Three years' experience in Company Secretarial Functions, Statutory Compliance and Corporate Governance.
お知らせ • Jun 24Pokarna Limited Approves Board AppointmentsPokarna Limited approved appointment of Mr. Prasanth Nandigala, Mr. Agnihotra Dakshina Murty Chavali and Mrs. Paulomi Romi Dhawan as Independent Director of the company.
Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₹657, the stock trades at a trailing P/E ratio of 22.3x. Average trailing P/E is 28x in the Basic Materials industry in India. Total returns to shareholders of 79% over the past three years.
Reported Earnings • May 18Full year 2024 earnings released: EPS: ₹29.47 (vs ₹21.23 in FY 2023)Full year 2024 results: EPS: ₹29.47 (up from ₹21.23 in FY 2023). Revenue: ₹6.99b (down 4.0% from FY 2023). Net income: ₹913.6m (up 39% from FY 2023). Profit margin: 13% (up from 9.0% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 18% per year.
Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹526, the stock trades at a trailing P/E ratio of 19.7x. Average trailing P/E is 33x in the Basic Materials industry in India. Total returns to shareholders of 65% over the past three years.
お知らせ • May 10Pokarna Limited announces the Resignation of Disha Jindal as Company Secretary and Compliance OfficerPokarna Limited announced that Ms. Disha Jindal, Company Secretary & Compliance Officer of the Company has resigned from the post of Company Secretary and Key Managerial Personnel of the Company. The Company has accepted her resignation, effective May 8, 2024. Consequent to her resignation, Ms. Disha Jindal also ceases to be Compliance Officer of the Company.
お知らせ • May 09Pokarna Limited to Report Q4, 2024 Results on May 16, 2024Pokarna Limited announced that they will report Q4, 2024 results on May 16, 2024
お知らせ • Mar 23Pokarna Limited Announces Cessation of Independent Directors, Effective March 31, 2024Pokarna Limited at its board meeting held on March 23, 2024, announced Mr. Meka Yugandhar, Mr. Vinayak Rao Juvvadi and Mr. Mahender Chand will cease to be Independent Directors of the Company upon the completion of their second term at the close of business hours on March 31, 2024.
Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: ₹6.85 (vs ₹0.85 in 3Q 2023)Third quarter 2024 results: EPS: ₹6.85 (up from ₹0.85 in 3Q 2023). Revenue: ₹1.65b (up 46% from 3Q 2023). Net income: ₹212.3m (up ₹186.1m from 3Q 2023). Profit margin: 13% (up from 2.3% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 27% per year.
お知らせ • Jan 30Pokarna Limited to Report Q3, 2024 Results on Feb 06, 2024Pokarna Limited announced that they will report Q3, 2024 results on Feb 06, 2024
Reported Earnings • Nov 13Second quarter 2024 earnings released: EPS: ₹10.55 (vs ₹7.74 in 2Q 2023)Second quarter 2024 results: EPS: ₹10.55 (up from ₹7.74 in 2Q 2023). Revenue: ₹2.00b (down 6.3% from 2Q 2023). Net income: ₹327.0m (up 36% from 2Q 2023). Profit margin: 16% (up from 11% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 25Pokarna Limited to Report Q2, 2024 Results on Nov 08, 2023Pokarna Limited announced that they will report Q2, 2024 results on Nov 08, 2023
Upcoming Dividend • Sep 04Upcoming dividend of ₹0.60 per share at 0.1% yieldEligible shareholders must have bought the stock before 11 September 2023. Payment date: 18 October 2023. Payout ratio is a comfortable 2.8% and this is well supported by cash flows. Trailing yield: 0.1%. Lower than top quartile of Indian dividend payers (1.4%). Lower than average of industry peers (0.5%).
Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹481, the stock trades at a trailing P/E ratio of 27x. Average trailing P/E is 32x in the Basic Materials industry in India. Total returns to shareholders of 230% over the past three years.
お知らせ • Aug 19Pokarna Limited Proposes Dividend for the Financial Year Ended March 31, 2023Pokarna Limited announced that at AGM to be held on September 18, 2023 the company proposed the dividend at the rate of INR 0.60 per equity share of INR 2 each fully paid-up of the Company, as recommended by the Board of Directors, be and is hereby declared for the financial year ended March 31, 2023.
お知らせ • Aug 10Pokarna Limited, Annual General Meeting, Sep 18, 2023Pokarna Limited, Annual General Meeting, Sep 18, 2023, at 11:00 Indian Standard Time.
New Risk • Aug 10New major risk - Revenue and earnings growthEarnings have declined by 0.2% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.4x net interest cover). Earnings have declined by 0.2% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (8.5% net profit margin).
Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: ₹5.78 (vs ₹9.19 in 1Q 2023)First quarter 2024 results: EPS: ₹5.78 (down from ₹9.19 in 1Q 2023). Revenue: ₹1.65b (down 31% from 1Q 2023). Net income: ₹179.2m (down 37% from 1Q 2023). Profit margin: 11% (down from 12% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 37% per year whereas the company’s share price has increased by 39% per year.
お知らせ • Aug 01Pokarna Limited to Report Q1, 2024 Results on Aug 09, 2023Pokarna Limited announced that they will report Q1, 2024 results on Aug 09, 2023
Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹427, the stock trades at a trailing P/E ratio of 20.1x. Average trailing P/E is 31x in the Basic Materials industry in India. Total returns to shareholders of 232% over the past three years.
お知らせ • May 27+ 1 more updatePokarna Limited Recommends Final Dividend for the Financial Year Ended 31 March 2023Pokarna Limited announced that the board of Directors at their meeting held on 25 May, 2023, recommended a final dividend at 30% that is INR 0.60 per equity share of face value of INR 2 each for the financial year ended 31 March 2023, subject to the approval of members of the company.
Reported Earnings • May 26Full year 2023 earnings released: EPS: ₹21.23 (vs ₹25.26 in FY 2022)Full year 2023 results: EPS: ₹21.23 (down from ₹25.26 in FY 2022). Revenue: ₹7.39b (up 14% from FY 2022). Net income: ₹658.1m (down 16% from FY 2022). Profit margin: 8.9% (down from 12% 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 33% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 17Pokarna Limited to Report Q4, 2023 Results on May 25, 2023Pokarna Limited announced that they will report Q4, 2023 results on May 25, 2023
Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹412, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 25x in the Basic Materials industry in India. Total returns to shareholders of 266% over the past three years.
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 29%After last week's 29% share price gain to ₹355, the stock trades at a trailing P/E ratio of 14.6x. Average trailing P/E is 23x in the Basic Materials industry in India. Total returns to shareholders of 473% over the past three years.
Valuation Update With 7 Day Price Move • Feb 23Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₹300, the stock trades at a trailing P/E ratio of 12.3x. Average trailing P/E is 24x in the Basic Materials industry in India. Total returns to shareholders of 270% over the past three years.
Reported Earnings • Feb 17Third quarter 2023 earnings released: EPS: ₹0.85 (vs ₹10.89 in 3Q 2022)Third quarter 2023 results: EPS: ₹0.85 (down from ₹10.89 in 3Q 2022). Net income: ₹26.2m (down 92% from 3Q 2022). 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 63% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 07Pokarna Limited to Report Q3, 2023 Results on Feb 14, 2023Pokarna Limited announced that they will report Q3, 2023 results on Feb 14, 2023
Recent Insider Transactions • Jan 05Insider recently bought ₹71k worth of stockOn the 29th of December, Rajini Meka bought around 188 shares on-market at roughly ₹377 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₹7.6m more in shares than they have sold in the last 12 months.
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. No experienced directors. 7 highly experienced directors. Independent Director Jayshree Sanghani was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: ₹7.74 (vs ₹6.58 in 2Q 2022)Second quarter 2023 results: EPS: ₹7.74 (up from ₹6.58 in 2Q 2022). Revenue: ₹2.14b (up 44% from 2Q 2022). Net income: ₹240.1m (up 18% from 2Q 2022). Profit margin: 11% (down from 14% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 04Pokarna Limited to Report Q2, 2023 Results on Nov 09, 2022Pokarna Limited announced that they will report Q2, 2023 results on Nov 09, 2022
Recent Insider Transactions • Oct 02Insider recently bought ₹574k worth of stockOn the 28th of September, Ahalya Meka bought around 1k shares on-market at roughly ₹478 per share. This transaction amounted to 3.6% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth ₹787k. Insiders have collectively bought ₹16m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Sep 22Insider recently bought ₹511k worth of stockOn the 19th of September, Ahalya Meka bought around 1k shares on-market at roughly ₹511 per share. This transaction amounted to 3.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth ₹787k. Insiders have collectively bought ₹15m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Sep 15Insider recently bought ₹110k worth of stockOn the 8th of September, Ahalya Meka bought around 200 shares on-market at roughly ₹548 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth ₹787k. Insiders have collectively bought ₹15m more in shares than they have sold in the last 12 months.
お知らせ • Sep 08Pokarna Limited Approves DividendPokarna Limited approved dividend of INR 0.60 (30%) per Equity Share of the face value of INR 2 each at its annual general meeting held on 7 September 2022.
Upcoming Dividend • Aug 22Upcoming dividend of ₹0.60 per shareEligible shareholders must have bought the stock before 29 August 2022. Payment date: 07 October 2022. Payout ratio is a comfortable 1.8% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of Indian dividend payers (1.7%). Lower than average of industry peers (0.9%).
Recent Insider Transactions • Aug 18Insider recently bought ₹576k worth of stockOn the 11th of August, Ahalya Meka bought around 1k shares on-market at roughly ₹576 per share. In the last 3 months, there was an even bigger purchase from another insider worth ₹1.1m. Insiders have collectively bought ₹13m more in shares than they have sold in the last 12 months.
お知らせ • Aug 14Pokarna Limited, Annual General Meeting, Sep 07, 2022Pokarna Limited, Annual General Meeting, Sep 07, 2022, at 11:00 Indian Standard Time. Agenda: To discuss the Audited Standalone Financial Statements of the Company consisting of the Balance Sheet as at 31 March, 2022; to declare dividend on equity shares for the financial year 2021-22; and to appoint director in place of Mrs. Apurva Jain, who retires by rotation and being eligible, offers herself for re-appointment.
Reported Earnings • Aug 09First quarter 2023 earnings released: EPS: ₹9.19 (vs ₹1.30 in 1Q 2022)First quarter 2023 results: EPS: ₹9.19 (up from ₹1.30 in 1Q 2022). Revenue: ₹2.40b (up 128% from 1Q 2022). Net income: ₹284.9m (up ₹244.5m from 1Q 2022). Profit margin: 12% (up from 3.8% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 68% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹622, the stock trades at a trailing P/E ratio of 24.6x. Average trailing P/E is 18x in the Basic Materials industry in India. Total returns to shareholders of 372% over the past three years.
お知らせ • Aug 03Pokarna Limited to Report Q1, 2023 Results on Aug 08, 2022Pokarna Limited announced that they will report Q1, 2023 results on Aug 08, 2022
Valuation Update With 7 Day Price Move • Jul 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹518, the stock trades at a trailing P/E ratio of 20.5x. Average trailing P/E is 16x in the Basic Materials industry in India. Total returns to shareholders of 279% over the past three years.
お知らせ • Jul 10Pokarna Limited Appoints Piyush Khandelwal as Compliance OfficerPokarna Limited appointed Mr. Piyush Khandelwal as Compliance officer of the Company, effective 9 July, 2022. Mr. Piyush Khandelwal is an Associate Member of the Institute of Company Secretaries of India (holding membership no. A65318). He also holds Bachelor's Degree in Commerce from Devi Ahilya Vishwavidyalaya, Indore. He has more than 2 years of experience in Secretarial Compliance in various listed and Unlisted public Companies.
Valuation Update With 7 Day Price Move • Jun 13Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₹416, the stock trades at a trailing P/E ratio of 16.5x. Average trailing P/E is 16x in the Basic Materials industry in India. Total returns to shareholders of 177% over the past three years.
Recent Insider Transactions • Jun 10Insider recently bought ₹478k worth of stockOn the 7th of June, Rajini Meka bought around 1k shares on-market at roughly ₹478 per share. In the last 3 months, they made an even bigger purchase worth ₹1.1m. Insiders have collectively bought ₹12m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • May 28Insider recently bought ₹1.1m worth of stockOn the 24th of May, Rajini Meka bought around 2k shares on-market at roughly ₹502 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₹10m more in shares than they have sold in the last 12 months.
お知らせ • May 24Pokarna Limited Announces Resignation Babita Chandrakar as Company Secretary and Compliance OfficerPokarna Limited announced that Mrs. Babita Chandrakar has resigned from the Company and would cease to act as a Company Secretary and Compliance Officer of the Company with effect from 23rd May, 2022 after the end of working hours.
Reported Earnings • May 24Full year 2022 earnings released: EPS: ₹25.25 (vs ₹9.12 in FY 2021)Full year 2022 results: EPS: ₹25.25 (up from ₹9.12 in FY 2021). Revenue: ₹6.50b (up 120% from FY 2021). Net income: ₹783.0m (up 177% from FY 2021). Profit margin: 12% (up from 9.6% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 38% per year, which means it is well ahead of earnings.
お知らせ • May 22+ 1 more updatePokarna Limited Approves Re-Constitution of Nomination and Remuneration CommitteePokarna Limited announced that at its Board meeting held on May 21, 2022, approved re-constitution of Nomination and Remuneration Committee as follows: Mr. Mahender Chand as Chairman, Mr. Meka Yugandhar, Mr. Vinyak Rao Juvaddi, Mr. Prakash Chand Jain, as members of Nomination and Remuneration Committee.
Valuation Update With 7 Day Price Move • May 10Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₹536, the stock trades at a trailing P/E ratio of 26.8x. Average trailing P/E is 15x in the Basic Materials industry in India. Total returns to shareholders of 235% over the past three years.
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. 1 experienced director. 6 highly experienced directors. Additional Independent Director Jayshree Sanghani was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Feb 28Insider recently bought ₹441k worth of stockOn the 24th of February, Rajini Meka bought around 700 shares on-market at roughly ₹630 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₹10m more in shares than they have sold in the last 12 months.
Reported Earnings • Jan 30Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: ₹10.89 (up from ₹4.14 in 3Q 2021). Revenue: ₹1.92b (up 135% from 3Q 2021). Net income: ₹337.5m (up 163% from 3Q 2021). Profit margin: 18% (up from 16% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 16%. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 64% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Nov 26Insider recently bought ₹3.4m worth of stockOn the 22nd of November, Rajini Meka bought around 6k shares on-market at roughly ₹610 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₹11m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Nov 12Insider recently bought ₹1.1m worth of stockOn the 9th of November, Ahalya Meka bought around 2k shares on-market at roughly ₹649 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₹4.2m more in shares than they have sold in the last 12 months.
Reported Earnings • Nov 03Second quarter 2022 earnings released: EPS ₹6.58 (vs ₹6.75 in 2Q 2021)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: ₹1.49b (up 59% from 2Q 2021). Net income: ₹204.0m (down 2.5% from 2Q 2021). Profit margin: 14% (down from 22% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 65% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Aug 02Investor sentiment improved over the past weekAfter last week's 22% share price gain to ₹448, the stock trades at a trailing P/E ratio of 49.1x. Average trailing P/E is 20x in the Basic Materials industry in India. Total returns to shareholders of 188% over the past three years.
Upcoming Dividend • Jul 22Upcoming dividend of ₹0.60 per shareEligible shareholders must have bought the stock before 29 July 2021. Payment date: 05 September 2021. Trailing yield: 0.2%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (0.9%).
Reported Earnings • Jul 14Full year 2021 earnings released: EPS ₹9.12 (vs ₹22.81 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹2.95b (down 25% from FY 2020). Net income: ₹282.9m (down 60% from FY 2020). Profit margin: 9.6% (down from 18% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jun 29Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to ₹326, the stock trades at a trailing P/E ratio of 35.8x. Average trailing P/E is 18x in the Basic Materials industry in India. Total returns to shareholders of 109% over the past three years.
Reported Earnings • Jun 23Full year 2021 earnings released: EPS ₹9.12 (vs ₹22.81 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹3.01b (down 24% from FY 2020). Net income: ₹282.9m (down 60% from FY 2020). Profit margin: 9.4% (down from 18% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹370, the stock trades at a trailing P/E ratio of 41.5x. Average trailing P/E is 19x in the Basic Materials industry in India. Total returns to shareholders of 134% over the past three years.
Valuation Update With 7 Day Price Move • May 21Investor sentiment improved over the past weekAfter last week's 30% share price gain to ₹329, the stock trades at a trailing P/E ratio of 36.8x. Average trailing P/E is 17x in the Basic Materials industry in India. Total returns to shareholders of 81% over the past three years.