View ValuationPolymac Thermoformers 将来の成長Future 基準チェック /06現在、 Polymac Thermoformers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Packaging 収益成長19.8%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 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. 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、Polymac Thermoformers 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:537573 - 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9/30/202591-706N/A6/30/202589-3-24N/A3/31/2025860-52N/A12/31/202493-12327N/A9/30/2024101-25153N/A6/30/202412301618N/A3/31/20241453-20-16N/A12/31/20231410122126N/A9/30/2023136-4263268N/A6/30/20231120257261N/A3/31/2023884251253N/A12/31/2022828-79-74N/A9/30/20227712-293-286N/A6/30/2022749-279-270N/A3/31/2022725-264-255N/A12/31/2021766-104-98N/A9/30/2021797-10-7N/A6/30/2021704-12-10N/A3/31/2021611-7-6N/A12/31/202049-1N/AN/AN/A9/30/202036-4-5-3N/A6/30/202044-3-12N/A3/31/202052-247N/A3/31/2019671N/A-19N/A3/31/201839-1N/A-6N/A3/31/2017762N/AN/AN/A3/31/2016240N/AN/AN/A12/31/2015461N/AN/AN/A9/30/2015172N/AN/AN/A6/30/2015161N/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: 537573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: 537573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: 537573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: 537573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: 537573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: 537573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2026/05/21 12:32終値2026/05/21 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 • 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.