Polymac Thermoformers（537573）株式概要ポリマック・サーモフォーマーズはインドでプラスチック製品を製造・販売している。 詳細537573 ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長0/6過去の実績0/6財務の健全性4/6配当金0/6リスク分析株式の流動性は非常に低い 意味のある時価総額がありません ( ₹67M )過去5年間で収益は年間31.5%減少しました。 収益が 100 万ドル未満 ( ₹91M )すべてのリスクチェックを見る537573 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value₹Current Price₹13.9225.0% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-7m170m2016201920222025202620282031Revenue ₹169.6mEarnings ₹10.3mAdvancedSet Fair ValueView all narrativesPolymac Thermoformers Limited 競合他社Stanpacks (India)Symbol: BSE:530931Market cap: ₹58.0mVinayak Polycon InternationalSymbol: BSE:534639Market cap: ₹69.3mPolycon InternationalSymbol: BSE:531397Market cap: ₹101.7mBKM IndustriesSymbol: BSE:539043Market cap: ₹119.3m価格と性能株価の高値、安値、推移の概要Polymac Thermoformers過去の株価現在の株価₹13.9252週高値₹20.3152週安値₹11.31ベータ-0.121ヶ月の変化-6.76%3ヶ月変化-18.83%1年変化17.97%3年間の変化-58.69%5年間の変化42.77%IPOからの変化-61.17%最新ニュースお知らせ • May 14Polymac Thermoformers Limited to Report Q4, 2026 Results on May 20, 2026Polymac Thermoformers Limited announced that they will report Q4, 2026 results at 12:15 PM, Indian Standard Time on May 20, 2026お知らせ • Feb 17Polymac Thermoformers Limited Announces Board ChangesPolymac Thermoformers Limited announced that Mr. Puspjeet Kumar resigned from his position as Director of the company effective February 14, 2026, due to personal and unavoidable circumstances. The company also approved the appointment of Mr. Jitendra Kumar Modi as Director of the company effective February 16, 2026. Mr. Jitendra Kumar Modi has been working in the field of Finance, Accounts, and Taxation and also manages the affairs related to accounting and taxation. Mr. Jitendra Kumar Modi is the husband of the Wholetime Director of the company. The board meeting was held on February 16, 2026.New Risk • Nov 13New major risk - Revenue and earnings growthEarnings have declined by 32% 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 Shares are highly illiquid. Earnings have declined by 32% per year over the past 5 years. Market cap is less than US$10m (₹86.1m market cap, or US$970.3k). Minor Risk Revenue is less than US$5m (₹91m revenue, or US$1.0m).お知らせ • Nov 08Polymac Thermoformers Limited to Report First Half, 2026 Results on Nov 12, 2025Polymac Thermoformers Limited announced that they will report first half, 2026 results on Nov 12, 2025Board Change • Oct 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. Non-Executive Independent Director Abhay Goenka was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Sep 07Full year 2025 earnings released: EPS: ₹0.09 (vs ₹0.64 in FY 2024)Full year 2025 results: EPS: ₹0.09 (down from ₹0.64 in FY 2024). Revenue: ₹85.7m (down 41% from FY 2024). Net income: ₹443.0k (down 86% from FY 2024). Profit margin: 0.5% (down from 2.1% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.最新情報をもっと見るRecent updatesお知らせ • May 14Polymac Thermoformers Limited to Report Q4, 2026 Results on May 20, 2026Polymac Thermoformers Limited announced that they will report Q4, 2026 results at 12:15 PM, Indian Standard Time on May 20, 2026お知らせ • Feb 17Polymac Thermoformers Limited Announces Board ChangesPolymac Thermoformers Limited announced that Mr. Puspjeet Kumar resigned from his position as Director of the company effective February 14, 2026, due to personal and unavoidable circumstances. The company also approved the appointment of Mr. Jitendra Kumar Modi as Director of the company effective February 16, 2026. Mr. Jitendra Kumar Modi has been working in the field of Finance, Accounts, and Taxation and also manages the affairs related to accounting and taxation. Mr. Jitendra Kumar Modi is the husband of the Wholetime Director of the company. The board meeting was held on February 16, 2026.New Risk • Nov 13New major risk - Revenue and earnings growthEarnings have declined by 32% 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 Shares are highly illiquid. Earnings have declined by 32% per year over the past 5 years. Market cap is less than US$10m (₹86.1m market cap, or US$970.3k). Minor Risk Revenue is less than US$5m (₹91m revenue, or US$1.0m).お知らせ • Nov 08Polymac Thermoformers Limited to Report First Half, 2026 Results on Nov 12, 2025Polymac Thermoformers Limited announced that they will report first half, 2026 results on Nov 12, 2025Board Change • Oct 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. Non-Executive Independent Director Abhay Goenka was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Sep 07Full year 2025 earnings released: EPS: ₹0.09 (vs ₹0.64 in FY 2024)Full year 2025 results: EPS: ₹0.09 (down from ₹0.64 in FY 2024). Revenue: ₹85.7m (down 41% from FY 2024). Net income: ₹443.0k (down 86% from FY 2024). Profit margin: 0.5% (down from 2.1% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.お知らせ • Aug 28Polymac Thermoformers Limited, Annual General Meeting, Sep 26, 2025Polymac Thermoformers Limited, Annual General Meeting, Sep 26, 2025, at 13:00 Indian Standard Time. Location: 29a, weston street, 3rd floor room, room no. c5, kolkata - 700 012, kolkata IndiaBoard Change • Aug 11Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. Non-Executive Independent Director Abhay Goenka was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Jul 23Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. Non-Executive Independent Director Abhay Goenka was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.New Risk • Jun 04New major risk - Revenue sizeThe company makes less than US$1m in revenue. Total revenue: ₹86m (US$998k) This is considered a major risk. Companies with a small amount of revenue are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Revenue is less than US$1m (₹86m revenue, or US$998k). Market cap is less than US$10m (₹65.3m market cap, or US$760.2k). Minor Risk Profit margins are more than 30% lower than last year (0.5% net profit margin).お知らせ • May 14Polymac Thermoformers Limited to Report Second Half, 2025 Results on May 17, 2025Polymac Thermoformers Limited announced that they will report second half, 2025 results on May 17, 2025Board Change • Mar 03Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. Non-Executive Independent Director Abhay Goenka was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.New Risk • Jan 29New 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 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (₹90.1m market cap, or US$1.04m). Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Revenue is less than US$5m (₹101m revenue, or US$1.2m).Board Change • Jan 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. Non-Executive Independent Director Abhay Goenka was the last director to join the board, commencing their role in 2021. 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 • Nov 14Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹23.03, the stock trades at a trailing P/E ratio of 35.7x. Average trailing P/E is 25x in the Packaging industry in India. Total loss to shareholders of 32% over the past three years.お知らせ • Nov 09Polymac Thermoformers Limited to Report First Half, 2025 Results on Nov 14, 2024Polymac Thermoformers Limited announced that they will report first half, 2025 results on Nov 14, 2024New Risk • Nov 07New 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 9.3% 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 Risks Share price has been highly volatile over the past 3 months (9.3% average weekly change). High level of non-cash earnings (20% accrual ratio). Market cap is less than US$10m (₹92.4m market cap, or US$1.10m). Minor Risks Profit margins are more than 30% lower than last year (2.1% net profit margin). Revenue is less than US$5m (₹145m revenue, or US$1.7m).New Risk • Sep 23New 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 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks High level of non-cash earnings (20% accrual ratio). Market cap is less than US$10m (₹131.9m market cap, or US$1.58m). Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Profit margins are more than 30% lower than last year (2.1% net profit margin). Revenue is less than US$5m (₹145m revenue, or US$1.7m).Valuation Update With 7 Day Price Move • Sep 23Investor sentiment improves as stock rises 29%After last week's 29% share price gain to ₹27.58, the stock trades at a trailing P/E ratio of 42.8x. Average trailing P/E is 27x in the Packaging industry in India. Total returns to shareholders of 2.1% over the past three years.Recent Insider Transactions • Sep 22Non Executive Director recently bought ₹1.5m worth of stockOn the 19th of September, Puspjeet Kumar bought around 70k shares on-market at roughly ₹22.09 per share. This transaction amounted to 8.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.お知らせ • Aug 29Polymac Thermoformers Limited, Annual General Meeting, Sep 24, 2024Polymac Thermoformers Limited, Annual General Meeting, Sep 24, 2024, at 13:30 Indian Standard Time. Location: 29a, weston street, 3rd floor room, room no. c5, kolkata - 700 012, kolkata IndiaValuation Update With 7 Day Price Move • Aug 22Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₹30.65, the stock trades at a trailing P/E ratio of 47.6x. Average trailing P/E is 27x in the Packaging industry in India. Total returns to shareholders of 18% over the past three years.Reported Earnings • Jun 24Full year 2024 earnings released: EPS: ₹0.64 (vs ₹0.94 in FY 2023)Full year 2024 results: EPS: ₹0.64 (down from ₹0.94 in FY 2023). Revenue: ₹145.5m (up 65% from FY 2023). Net income: ₹3.08m (down 31% from FY 2023). Profit margin: 2.1% (down from 5.1% in FY 2023). The decrease in margin was driven by higher expenses. 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 61% per year, which means it is well ahead of earnings.お知らせ • Jun 14Polymac Thermoformers Limited to Report Second Half, 2024 Results on Jun 18, 2024Polymac Thermoformers Limited announced that they will report second half, 2024 results on Jun 18, 2024New Risk • Jun 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (₹197.4m market cap, or US$2.37m). Minor Risks High level of debt (71% net debt to equity). Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Revenue is less than US$5m (₹136m revenue, or US$1.6m).お知らせ • May 25Polymac Thermoformers Limited to Report Second Half, 2024 Results on May 30, 2024Polymac Thermoformers Limited announced that they will report second half, 2024 results on May 30, 2024New Risk • Nov 17New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 71% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (₹189.2m market cap, or US$2.27m). Minor Risks High level of debt (71% net debt to equity). Revenue is less than US$5m (₹125m revenue, or US$1.5m).Valuation Update With 7 Day Price Move • Nov 02Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹36.00, the stock trades at a trailing P/E ratio of 38.4x. Average trailing P/E is 24x in the Packaging industry in India. Total returns to shareholders of 1.3% over the past year.お知らせ • Aug 30Polymac Thermoformers Limited, Annual General Meeting, Sep 27, 2023Polymac Thermoformers Limited, Annual General Meeting, Sep 27, 2023, at 13:00 Indian Standard Time. Location: 29A, Weston Street, 3rd Floor, Room No. C5, Kolkata-700012 Kolkata India Agenda: To consider and adopt the audited financial statement of the Company for the financial year ended March 31,2023; and to reappoint Mr.Puspjeet Kumar;.New Risk • Jun 18New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.2% Last year net profit margin: 7.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (₹165.3m market cap, or US$2.02m). Minor Risks Profit margins are more than 30% lower than last year (4.2% net profit margin). Revenue is less than US$5m (₹106m revenue, or US$1.3m).Reported Earnings • Jun 17Full year 2023 earnings released: EPS: ₹0.94 (vs ₹1.05 in FY 2022)Full year 2023 results: EPS: ₹0.94 (down from ₹1.05 in FY 2022). Revenue: ₹106.1m (up 48% from FY 2022). Net income: ₹4.49m (down 11% from FY 2022). Profit margin: 4.2% (down from 7.0% in FY 2022). The decrease in margin was driven by higher expenses.お知らせ • May 23Polymac Thermoformers Limited to Report Fiscal Year 2023 Results on May 30, 2023Polymac Thermoformers Limited announced that they will report fiscal year 2023 results on May 30, 2023お知らせ • Aug 27Polymac Thermoformers Limited, Annual General Meeting, Sep 28, 2022Polymac Thermoformers Limited, Annual General Meeting, Sep 28, 2022, at 13:30 Indian Standard Time. Location: 29A,Weston Street 3rd Floor, Room No C5 Kolkata IndiaValuation Update With 7 Day Price Move • Jun 27Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹37.10, the stock trades at a trailing P/E ratio of 35.4x. Average trailing P/E is 14x in the Packaging industry in India. Total returns to shareholders of 267% over the past year.Reported Earnings • Jun 04Full year 2022 earnings released: EPS: ₹1.05 (vs ₹0.23 in FY 2021)Full year 2022 results: EPS: ₹1.05 (up from ₹0.23 in FY 2021). Revenue: ₹82.4m (up 34% from FY 2021). Net income: ₹5.01m (up 355% from FY 2021). Profit margin: 6.1% (up from 1.8% in FY 2021). The increase in margin was driven by higher revenue.お知らせ • May 24Polymac Thermoformers Limited to Report Fiscal Year 2022 Results on May 30, 2022Polymac Thermoformers Limited announced that they will report fiscal year 2022 results on May 30, 2022Executive Departure • Sep 07Chief Financial Officer Jitendra Modi has left the companyOn the 31st of August, Jitendra Modi's tenure as Chief Financial Officer ended after 6.2 years in the role. We don't have any record of a personal shareholding under Jitendra's name. A total of 2 executives have left over the last 12 months.Valuation Update With 7 Day Price Move • Jul 20Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹12.00, the stock trades at a trailing P/E ratio of 52.2x. Average trailing P/E is 18x in the Packaging industry in India.Valuation Update With 7 Day Price Move • Jun 04Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₹7.60, the stock trades at a trailing P/E ratio of 33x. Average trailing P/E is 13x in the Packaging industry in India.Reported Earnings • Jun 03Full year 2021 earnings released: EPS ₹0.23 (vs ₹0.51 loss in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹69.3m (up 32% from FY 2020). Net income: ₹1.10m (up ₹3.54m from FY 2020). Profit margin: 1.6% (up from net loss in FY 2020). The move to profitability was driven by higher revenue.Executive Departure • Apr 20Company Secretary & Compliance Officer has left the companyOn the 13th of April, Varsha Gupta's tenure as Company Secretary & Compliance Officer ended after 3.1 years in the role. We don't have any record of a personal shareholding under Varsha's name. A total of 2 executives have left over the last 12 months.株主還元537573IN PackagingIN 市場7D0%-2.0%0.7%1Y18.0%-13.0%-0.3%株主還元を見る業界別リターン: 537573過去 1 年間で-13 % の収益を上げたIndian Packaging業界を上回りました。リターン対市場: 537573過去 1 年間で-0.3 % の収益を上げたIndian市場を上回りました。価格変動Is 537573's price volatile compared to industry and market?537573 volatility537573 Average Weekly Movementn/aPackaging Industry Average Movement6.9%Market Average Movement7.2%10% most volatile stocks in IN Market10.1%10% least volatile stocks in IN Market4.8%安定した株価: 537573の株価は、 Indian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間の537573のボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト19993n/awww.polymacthermoformers.comポリマック・サーモフォーマーズはインドでプラスチック製品を製造・販売している。使い捨てのプラスチック製グラス、カップ、ボウルなどを提供している。同社は1999年に設立され、インドのコルカタに拠点を置く。もっと見るPolymac Thermoformers Limited 基礎のまとめPolymac Thermoformers の収益と売上を時価総額と比較するとどうか。537573 基礎統計学時価総額₹66.56m収益（TTM）-₹6.59m売上高(TTM)₹91.38m0.7xP/Sレシオ-10.1xPER（株価収益率537573 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計537573 損益計算書（TTM）収益₹91.38m売上原価₹55.95m売上総利益₹35.43mその他の費用₹42.02m収益-₹6.59m直近の収益報告Sep 30, 2025次回決算日該当なし一株当たり利益（EPS）-1.38グロス・マージン38.77%純利益率-7.21%有利子負債／自己資本比率15.9%537573 の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 01:46終値2026/05/08 00:00収益2025/09/30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Polymac Thermoformers 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。0
お知らせ • May 14Polymac Thermoformers Limited to Report Q4, 2026 Results on May 20, 2026Polymac Thermoformers Limited announced that they will report Q4, 2026 results at 12:15 PM, Indian Standard Time on May 20, 2026
お知らせ • Feb 17Polymac Thermoformers Limited Announces Board ChangesPolymac Thermoformers Limited announced that Mr. Puspjeet Kumar resigned from his position as Director of the company effective February 14, 2026, due to personal and unavoidable circumstances. The company also approved the appointment of Mr. Jitendra Kumar Modi as Director of the company effective February 16, 2026. Mr. Jitendra Kumar Modi has been working in the field of Finance, Accounts, and Taxation and also manages the affairs related to accounting and taxation. Mr. Jitendra Kumar Modi is the husband of the Wholetime Director of the company. The board meeting was held on February 16, 2026.
New Risk • Nov 13New major risk - Revenue and earnings growthEarnings have declined by 32% 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 Shares are highly illiquid. Earnings have declined by 32% per year over the past 5 years. Market cap is less than US$10m (₹86.1m market cap, or US$970.3k). Minor Risk Revenue is less than US$5m (₹91m revenue, or US$1.0m).
お知らせ • Nov 08Polymac Thermoformers Limited to Report First Half, 2026 Results on Nov 12, 2025Polymac Thermoformers Limited announced that they will report first half, 2026 results on Nov 12, 2025
Board Change • Oct 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. Non-Executive Independent Director Abhay Goenka was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Sep 07Full year 2025 earnings released: EPS: ₹0.09 (vs ₹0.64 in FY 2024)Full year 2025 results: EPS: ₹0.09 (down from ₹0.64 in FY 2024). Revenue: ₹85.7m (down 41% from FY 2024). Net income: ₹443.0k (down 86% from FY 2024). Profit margin: 0.5% (down from 2.1% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.
お知らせ • May 14Polymac Thermoformers Limited to Report Q4, 2026 Results on May 20, 2026Polymac Thermoformers Limited announced that they will report Q4, 2026 results at 12:15 PM, Indian Standard Time on May 20, 2026
お知らせ • Feb 17Polymac Thermoformers Limited Announces Board ChangesPolymac Thermoformers Limited announced that Mr. Puspjeet Kumar resigned from his position as Director of the company effective February 14, 2026, due to personal and unavoidable circumstances. The company also approved the appointment of Mr. Jitendra Kumar Modi as Director of the company effective February 16, 2026. Mr. Jitendra Kumar Modi has been working in the field of Finance, Accounts, and Taxation and also manages the affairs related to accounting and taxation. Mr. Jitendra Kumar Modi is the husband of the Wholetime Director of the company. The board meeting was held on February 16, 2026.
New Risk • Nov 13New major risk - Revenue and earnings growthEarnings have declined by 32% 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 Shares are highly illiquid. Earnings have declined by 32% per year over the past 5 years. Market cap is less than US$10m (₹86.1m market cap, or US$970.3k). Minor Risk Revenue is less than US$5m (₹91m revenue, or US$1.0m).
お知らせ • Nov 08Polymac Thermoformers Limited to Report First Half, 2026 Results on Nov 12, 2025Polymac Thermoformers Limited announced that they will report first half, 2026 results on Nov 12, 2025
Board Change • Oct 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. Non-Executive Independent Director Abhay Goenka was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Sep 07Full year 2025 earnings released: EPS: ₹0.09 (vs ₹0.64 in FY 2024)Full year 2025 results: EPS: ₹0.09 (down from ₹0.64 in FY 2024). Revenue: ₹85.7m (down 41% from FY 2024). Net income: ₹443.0k (down 86% from FY 2024). Profit margin: 0.5% (down from 2.1% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 28Polymac Thermoformers Limited, Annual General Meeting, Sep 26, 2025Polymac Thermoformers Limited, Annual General Meeting, Sep 26, 2025, at 13:00 Indian Standard Time. Location: 29a, weston street, 3rd floor room, room no. c5, kolkata - 700 012, kolkata India
Board Change • Aug 11Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. Non-Executive Independent Director Abhay Goenka was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Jul 23Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. Non-Executive Independent Director Abhay Goenka was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
New Risk • Jun 04New major risk - Revenue sizeThe company makes less than US$1m in revenue. Total revenue: ₹86m (US$998k) This is considered a major risk. Companies with a small amount of revenue are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Revenue is less than US$1m (₹86m revenue, or US$998k). Market cap is less than US$10m (₹65.3m market cap, or US$760.2k). Minor Risk Profit margins are more than 30% lower than last year (0.5% net profit margin).
お知らせ • May 14Polymac Thermoformers Limited to Report Second Half, 2025 Results on May 17, 2025Polymac Thermoformers Limited announced that they will report second half, 2025 results on May 17, 2025
Board Change • Mar 03Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. Non-Executive Independent Director Abhay Goenka was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
New Risk • Jan 29New 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 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (₹90.1m market cap, or US$1.04m). Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Revenue is less than US$5m (₹101m revenue, or US$1.2m).
Board Change • Jan 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. Non-Executive Independent Director Abhay Goenka was the last director to join the board, commencing their role in 2021. 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 • Nov 14Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹23.03, the stock trades at a trailing P/E ratio of 35.7x. Average trailing P/E is 25x in the Packaging industry in India. Total loss to shareholders of 32% over the past three years.
お知らせ • Nov 09Polymac Thermoformers Limited to Report First Half, 2025 Results on Nov 14, 2024Polymac Thermoformers Limited announced that they will report first half, 2025 results on Nov 14, 2024
New Risk • Nov 07New 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 9.3% 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 Risks Share price has been highly volatile over the past 3 months (9.3% average weekly change). High level of non-cash earnings (20% accrual ratio). Market cap is less than US$10m (₹92.4m market cap, or US$1.10m). Minor Risks Profit margins are more than 30% lower than last year (2.1% net profit margin). Revenue is less than US$5m (₹145m revenue, or US$1.7m).
New Risk • Sep 23New 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 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks High level of non-cash earnings (20% accrual ratio). Market cap is less than US$10m (₹131.9m market cap, or US$1.58m). Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Profit margins are more than 30% lower than last year (2.1% net profit margin). Revenue is less than US$5m (₹145m revenue, or US$1.7m).
Valuation Update With 7 Day Price Move • Sep 23Investor sentiment improves as stock rises 29%After last week's 29% share price gain to ₹27.58, the stock trades at a trailing P/E ratio of 42.8x. Average trailing P/E is 27x in the Packaging industry in India. Total returns to shareholders of 2.1% over the past three years.
Recent Insider Transactions • Sep 22Non Executive Director recently bought ₹1.5m worth of stockOn the 19th of September, Puspjeet Kumar bought around 70k shares on-market at roughly ₹22.09 per share. This transaction amounted to 8.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
お知らせ • Aug 29Polymac Thermoformers Limited, Annual General Meeting, Sep 24, 2024Polymac Thermoformers Limited, Annual General Meeting, Sep 24, 2024, at 13:30 Indian Standard Time. Location: 29a, weston street, 3rd floor room, room no. c5, kolkata - 700 012, kolkata India
Valuation Update With 7 Day Price Move • Aug 22Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₹30.65, the stock trades at a trailing P/E ratio of 47.6x. Average trailing P/E is 27x in the Packaging industry in India. Total returns to shareholders of 18% over the past three years.
Reported Earnings • Jun 24Full year 2024 earnings released: EPS: ₹0.64 (vs ₹0.94 in FY 2023)Full year 2024 results: EPS: ₹0.64 (down from ₹0.94 in FY 2023). Revenue: ₹145.5m (up 65% from FY 2023). Net income: ₹3.08m (down 31% from FY 2023). Profit margin: 2.1% (down from 5.1% in FY 2023). The decrease in margin was driven by higher expenses. 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 61% per year, which means it is well ahead of earnings.
お知らせ • Jun 14Polymac Thermoformers Limited to Report Second Half, 2024 Results on Jun 18, 2024Polymac Thermoformers Limited announced that they will report second half, 2024 results on Jun 18, 2024
New Risk • Jun 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (₹197.4m market cap, or US$2.37m). Minor Risks High level of debt (71% net debt to equity). Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Revenue is less than US$5m (₹136m revenue, or US$1.6m).
お知らせ • May 25Polymac Thermoformers Limited to Report Second Half, 2024 Results on May 30, 2024Polymac Thermoformers Limited announced that they will report second half, 2024 results on May 30, 2024
New Risk • Nov 17New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 71% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (₹189.2m market cap, or US$2.27m). Minor Risks High level of debt (71% net debt to equity). Revenue is less than US$5m (₹125m revenue, or US$1.5m).
Valuation Update With 7 Day Price Move • Nov 02Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹36.00, the stock trades at a trailing P/E ratio of 38.4x. Average trailing P/E is 24x in the Packaging industry in India. Total returns to shareholders of 1.3% over the past year.
お知らせ • Aug 30Polymac Thermoformers Limited, Annual General Meeting, Sep 27, 2023Polymac Thermoformers Limited, Annual General Meeting, Sep 27, 2023, at 13:00 Indian Standard Time. Location: 29A, Weston Street, 3rd Floor, Room No. C5, Kolkata-700012 Kolkata India Agenda: To consider and adopt the audited financial statement of the Company for the financial year ended March 31,2023; and to reappoint Mr.Puspjeet Kumar;.
New Risk • Jun 18New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.2% Last year net profit margin: 7.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (₹165.3m market cap, or US$2.02m). Minor Risks Profit margins are more than 30% lower than last year (4.2% net profit margin). Revenue is less than US$5m (₹106m revenue, or US$1.3m).
Reported Earnings • Jun 17Full year 2023 earnings released: EPS: ₹0.94 (vs ₹1.05 in FY 2022)Full year 2023 results: EPS: ₹0.94 (down from ₹1.05 in FY 2022). Revenue: ₹106.1m (up 48% from FY 2022). Net income: ₹4.49m (down 11% from FY 2022). Profit margin: 4.2% (down from 7.0% in FY 2022). The decrease in margin was driven by higher expenses.
お知らせ • May 23Polymac Thermoformers Limited to Report Fiscal Year 2023 Results on May 30, 2023Polymac Thermoformers Limited announced that they will report fiscal year 2023 results on May 30, 2023
お知らせ • Aug 27Polymac Thermoformers Limited, Annual General Meeting, Sep 28, 2022Polymac Thermoformers Limited, Annual General Meeting, Sep 28, 2022, at 13:30 Indian Standard Time. Location: 29A,Weston Street 3rd Floor, Room No C5 Kolkata India
Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹37.10, the stock trades at a trailing P/E ratio of 35.4x. Average trailing P/E is 14x in the Packaging industry in India. Total returns to shareholders of 267% over the past year.
Reported Earnings • Jun 04Full year 2022 earnings released: EPS: ₹1.05 (vs ₹0.23 in FY 2021)Full year 2022 results: EPS: ₹1.05 (up from ₹0.23 in FY 2021). Revenue: ₹82.4m (up 34% from FY 2021). Net income: ₹5.01m (up 355% from FY 2021). Profit margin: 6.1% (up from 1.8% in FY 2021). The increase in margin was driven by higher revenue.
お知らせ • May 24Polymac Thermoformers Limited to Report Fiscal Year 2022 Results on May 30, 2022Polymac Thermoformers Limited announced that they will report fiscal year 2022 results on May 30, 2022
Executive Departure • Sep 07Chief Financial Officer Jitendra Modi has left the companyOn the 31st of August, Jitendra Modi's tenure as Chief Financial Officer ended after 6.2 years in the role. We don't have any record of a personal shareholding under Jitendra's name. A total of 2 executives have left over the last 12 months.
Valuation Update With 7 Day Price Move • Jul 20Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹12.00, the stock trades at a trailing P/E ratio of 52.2x. Average trailing P/E is 18x in the Packaging industry in India.
Valuation Update With 7 Day Price Move • Jun 04Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₹7.60, the stock trades at a trailing P/E ratio of 33x. Average trailing P/E is 13x in the Packaging industry in India.
Reported Earnings • Jun 03Full year 2021 earnings released: EPS ₹0.23 (vs ₹0.51 loss in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹69.3m (up 32% from FY 2020). Net income: ₹1.10m (up ₹3.54m from FY 2020). Profit margin: 1.6% (up from net loss in FY 2020). The move to profitability was driven by higher revenue.
Executive Departure • Apr 20Company Secretary & Compliance Officer has left the companyOn the 13th of April, Varsha Gupta's tenure as Company Secretary & Compliance Officer ended after 3.1 years in the role. We don't have any record of a personal shareholding under Varsha's name. A total of 2 executives have left over the last 12 months.
