View ValuationS H Kelkar 将来の成長Future 基準チェック /46S H Kelkar利益と収益がそれぞれ年間24%と12%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に9.6% 24.1%なると予測されています。主要情報24.0%収益成長率24.07%EPS成長率Chemicals 収益成長16.5%収益成長率12.0%将来の株主資本利益率9.60%アナリストカバレッジLow最終更新日30 Jul 2026今後の成長に関する最新情報Price Target Changed • Nov 08Price target increased by 7.5% to ₹430Up from ₹400, the current price target is provided by 1 analyst. New target price is 98% above last closing price of ₹217. Stock is down 28% over the past year. The company is forecast to post earnings per share of ₹14.30 for next year compared to ₹5.37 last year.Major Estimate Revision • Oct 29Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in 2023 has deteriorated. 2023 revenue forecast decreased from ₹18.0b to ₹17.7b. EPS estimate also fell from ₹10.25 per share to ₹7.90 per share. Net income forecast to grow 58% next year vs 24% growth forecast for Chemicals industry in India. Consensus price target down from ₹179 to ₹175. Share price fell 3.4% to ₹136 over the past week.Price Target Changed • Apr 27Price target increased to ₹187Up from ₹173, the current price target is an average from 3 analysts. New target price is 19% above last closing price of ₹157. Stock is up 10% over the past year. The company is forecast to post earnings per share of ₹10.87 for next year compared to ₹10.48 last year.Price Target Changed • Feb 10Price target increased to ₹187Up from ₹173, the current price target is an average from 3 analysts. New target price is 22% above last closing price of ₹153. Stock is up 25% over the past year. The company is forecast to post earnings per share of ₹10.87 for next year compared to ₹10.48 last year.Major Estimate Revision • Feb 17Analysts increase EPS estimates to ₹9.75The 2021 consensus revenue estimate increased from ₹12.7b to ₹12.9b. The earnings per share estimate also received an upgrade from ₹8.65 to ₹9.75 for the same period. Net income is expected to grow by 19% next year compared to 17% growth forecast for the Chemicals industry in India. The consensus price target increased from ₹134 to ₹150. Share price is down by 3.8% to ₹122 over the past week.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Aug 04Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹166, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 28x in the Chemicals industry in India. Total returns to shareholders of 32% over the past three years.New Risk • Jul 29New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.6% Last year net profit margin: 8.3% 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 Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.6% net profit margin).お知らせ • Jul 13S H Kelkar and Company Limited to Report Q1, 2027 Results on Jul 28, 2026S H Kelkar and Company Limited announced that they will report Q1, 2027 results on Jul 28, 2026Reported Earnings • Jul 04Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: ₹5.00 (down from ₹5.37 in FY 2025). Revenue: ₹23.7b (up 12% from FY 2025). Net income: ₹692.6m (down 6.8% from FY 2025). Profit margin: 2.9% (down from 3.5% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 92%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹144, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 28x in the Chemicals industry in India. Total returns to shareholders of 26% over the past three years.お知らせ • May 18S H Kelkar and Company Limited, Annual General Meeting, Jul 31, 2026S H Kelkar and Company Limited, Annual General Meeting, Jul 31, 2026.Reported Earnings • May 16Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: ₹5.00 (down from ₹5.37 in FY 2025). Revenue: ₹23.8b (up 12% from FY 2025). Net income: ₹692.6m (down 6.8% from FY 2025). Profit margin: 2.9% (down from 3.5% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 92%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • May 11S H Kelkar and Company Limited to Report Q4, 2026 Results on May 15, 2026S H Kelkar and Company Limited announced that they will report Q4, 2026 results on May 15, 2026New Risk • Apr 13New major risk - Revenue and earnings growthEarnings have declined by 10% 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 (3.0x net interest cover). Earnings have declined by 10% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (153% cash payout ratio). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹140, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 27x in the Chemicals industry in India. Total returns to shareholders of 37% over the past three years.Reported Earnings • Feb 07Third quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2026 results: EPS: ₹2.36 (up from ₹1.27 in 3Q 2025). Revenue: ₹5.85b (up 8.2% from 3Q 2025). Net income: ₹326.6m (up 86% from 3Q 2025). Profit margin: 5.6% (up from 3.2% in 3Q 2025). Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) exceeded analyst estimates by 57%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 07S H Kelkar and Company Limited announces Annual dividendS H Kelkar and Company Limited announced Annual dividend of INR 1.0000 per share, ex-date on February 13, 2026 and record date on February 13, 2026.Valuation Update With 7 Day Price Move • Feb 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹161, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 26x in the Chemicals industry in India. Total returns to shareholders of 34% over the past three years.お知らせ • Jan 27S H Kelkar and Company Limited to Report Q3, 2026 Results on Feb 06, 2026S H Kelkar and Company Limited announced that they will report Q3, 2026 results at 12:08 PM, Indian Standard Time on Feb 06, 2026Buy Or Sell Opportunity • Jan 20Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 31% to ₹155. The fair value is estimated to be ₹199, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.お知らせ • Jan 20S H Kelkar and Company Limited Approves Appointment of Avik Ghosh as Executive Vice President - HR, Asia and Senior Management Personnel, Effective January 19, 2026S H Kelkar and Company Limited approved the appointment of Mr. Avik Ghosh as Executive Vice President HR, Asia and Senior Management Personnel with immediate effect. Date of appointment: January 19, 2026. Mr. Avik Ghosh is a Bachelor of Arts (Hons) Management Studies from Nottingham University Business School, UK and holds a Post Graduate Diploma in Personnel Management & Industrial Relations, XLRI, Jamshedpur. He has a rich experience of almost 20 years working on all facets of HR. He has worked with organizations like ICICI Bank, Asian Paints, Kerry and Anvil Energy before joining Keva. During his stint of 11.5 years at Kerry, he has held multiple regional HR leadership roles covering Southeast Asia, ANZ, and APMEsA.Buy Or Sell Opportunity • Dec 08Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 36% to ₹161. The fair value is estimated to be ₹203, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.Valuation Update With 7 Day Price Move • Nov 14Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to ₹170, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 27x in the Chemicals industry in India. Total returns to shareholders of 26% over the past three years.Price Target Changed • Nov 08Price target increased by 7.5% to ₹430Up from ₹400, the current price target is provided by 1 analyst. New target price is 98% above last closing price of ₹217. Stock is down 28% over the past year. The company is forecast to post earnings per share of ₹14.30 for next year compared to ₹5.37 last year.Board Change • Nov 08Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Additional Non-Executive Non-Independent Director Pallavi Gokhale was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 28S H Kelkar and Company Limited to Report Q2, 2026 Results on Nov 07, 2025S H Kelkar and Company Limited announced that they will report Q2, 2026 results at 12:08 PM, Indian Standard Time on Nov 07, 2025お知らせ • Jul 30S H Kelkar and Company Limited to Report Q1, 2026 Results on Aug 08, 2025S H Kelkar and Company Limited announced that they will report Q1, 2026 results on Aug 08, 2025Upcoming Dividend • Jul 25Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 01 August 2025. Payment date: 11 September 2025. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.2%). Lower than average of industry peers (0.7%).Buy Or Sell Opportunity • Jul 24Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 31% to ₹268. The fair value is estimated to be ₹223, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 36%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 33% per annum over the same time period.お知らせ • Jul 03+ 3 more updatesS H Kelkar and Company Limited Announces Resignation of Rohit Saraogi as Key Managerial Personnel, Effective July 30, 2025S H Kelkar and Company Limited announced that Mr. Rohit Saraogi Key Managerial Personnel of the Company, has tendered his resignation from the services of the Company to pursue another career opportunity. His resignation will be effective from the close of business hours of July 30, 2025.Buy Or Sell Opportunity • Jun 30Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 27% to ₹235. The fair value is estimated to be ₹192, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 36%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 33% per annum over the same time period.New Risk • Jun 27New 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 7.7% 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 Debt is not well covered by operating cash flow (2.1% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.7% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.5% net profit margin).Valuation Update With 7 Day Price Move • May 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹236, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 30x in the Chemicals industry in India. Total returns to shareholders of 86% over the past three years.お知らせ • May 19S H Kelkar and Company Limited, Annual General Meeting, Aug 12, 2025S H Kelkar and Company Limited, Annual General Meeting, Aug 12, 2025.Reported Earnings • May 17Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ₹5.39 (down from ₹8.93 in FY 2024). Revenue: ₹21.5b (up 12% from FY 2024). Net income: ₹743.1m (down 39% from FY 2024). Profit margin: 3.5% (down from 6.4% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 34%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.お知らせ • May 17S H Kelkar and Company Limited announces Annual dividend, payable on September 11, 2025S H Kelkar and Company Limited announced Annual dividend of INR 1.0000 per share payable on September 11, 2025, ex-date on August 01, 2025 and record date on August 01, 2025.お知らせ • May 12S H Kelkar and Company Limited to Report Q4, 2025 Results on May 16, 2025S H Kelkar and Company Limited announced that they will report Q4, 2025 results on May 16, 2025お知らせ • Apr 11S H Kelkar and Company Limited Announces Executive AppointmentsS H Kelkar and Company Limited board on April 11, 2025, approved the appointment of the following officials with immediate effect, Mr. Vivek Kulkarni as Executive Vice President Ingredients Division and Senior Management Personnel of the Company; and Ms. Deepti Chandratre as Global Legal Counsel and Senior Management Personnel of the Company. Mr. Vivek Kulkarni Is A B. Tech (Chemical Engineering) and Post Graduate Diploma in Management (Marketing). He Has over 28 Years of Experience in International Sales and Business Development of Speciality Chemicals. During His Last Stint At Vinati Organics Limited, Mr. Vivek Kulkarni Held the Role of Vice President Sales & Marketing and Was Responsible for Business Planning & Strategy Development, International Business Management, Innovation & Change Management and Business Process Re- Engineering. Ms. Deepti Chandratre Is A Commerce Graduate and Holds A Bachelors Degree in Law. She Is A Member of the Institute of the Company Secretaries of India. Ms. Deepti Chandratre Has over 19 Years of Experience in Legal and Corporate Secretarial Compliance Functions Including, Inter Alia, Various Mergers, Acquisitions and Other Corporate Restructurings. Before Joining the Company, She Was Associated with Mahindra & Mahindra Limited. Ms. Deepti Chandratre Is A Commerce Graduate and Holds A Bachelors Degree in Law. She Is A Member of the Institute of the Company Secretaries of India. Ms. Deepti Chandratre Has over 19 Years of Experience in Legal and Corporate Secretarial Compliance Functions Including, Inter Alia, Various Mergers, Acquisitions and Other Corporate Restructurings. Before Joining the Company, She Was Associated with Mahindra & Mahindra Limited.Board Change • Mar 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Non-Executive Independent Director Neela Bhattacherjee was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 14Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: ₹1.27 (down from ₹2.40 in 3Q 2024). Revenue: ₹5.41b (up 9.6% from 3Q 2024). Net income: ₹175.2m (down 46% from 3Q 2024). Profit margin: 3.2% (down from 6.5% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 40%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Feb 06S H Kelkar and Company Limited to Report Q3, 2025 Results on Feb 12, 2025S H Kelkar and Company Limited announced that they will report Q3, 2025 results on Feb 12, 2025New Risk • Nov 09New 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 Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (9.3% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.6% net profit margin). Shareholders have been diluted in the past year (2.4% increase in shares outstanding).お知らせ • Nov 09S H Kelkar and Company Limited to Report Q2, 2025 Results on Nov 14, 2024S H Kelkar and Company Limited announced that they will report Q2, 2025 results on Nov 14, 2024New Risk • Sep 24New 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 8.4% 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 Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.4% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.6% net profit margin). Shareholders have been diluted in the past year (2.4% increase in shares outstanding).Reported Earnings • Aug 14First quarter 2025 earnings released: ₹6.17 loss per share (vs ₹2.01 profit in 1Q 2024)First quarter 2025 results: ₹6.17 loss per share (down from ₹2.01 profit in 1Q 2024). Revenue: ₹4.71b (up 5.7% from 1Q 2024). Net loss: ₹855.1m (down 414% from profit in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • Aug 07S H Kelkar and Company Limited to Report Q1, 2025 Results on Aug 13, 2024S H Kelkar and Company Limited announced that they will report Q1, 2025 results on Aug 13, 2024お知らせ • Jul 23S H Kelkar and Company Limited, Annual General Meeting, Aug 22, 2024S H Kelkar and Company Limited, Annual General Meeting, Aug 22, 2024, at 16:00 Indian Standard Time.お知らせ • May 20S H Kelkar and Company Limited to Report Q4, 2024 Results on May 27, 2024S H Kelkar and Company Limited announced that they will report Q4, 2024 results on May 27, 2024Upcoming Dividend • Apr 05Upcoming dividend of ₹0.75 per shareEligible shareholders must have bought the stock before 12 April 2024. Payment date: 28 April 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.2%). In line with average of industry peers (0.8%).お知らせ • Mar 30S H Kelkar and Company Limited Approves Interim Dividend for the Financial Year 2023-24, Payable No Later Than April 28, 202S H Kelkar and Company Limited announced at the board meeting held on March 29, 2024, approved and declared an interim dividend of 7.5% i.e. INR 0.75/- per equity share on 13,82,40,801 fully paid-up equity shares of face value of INR 10/- each for the financial year 2023-24. As communicated earlier in intimation to Stock Exchanges dated March 26, 2024, the Company has fixed April 12, 2024 as the Record Date for the purpose of payment of Interim Dividend and the Interim Dividend will be paid to the shareholders no later than April 28, 2024.Buy Or Sell Opportunity • Mar 14Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 25% to ₹186. The fair value is estimated to be ₹146, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 32%.Valuation Update With 7 Day Price Move • Mar 13Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₹172, the stock trades at a trailing P/E ratio of 25.4x. Average trailing P/E is 28x in the Chemicals industry in India. Total returns to shareholders of 53% over the past three years.Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹202, the stock trades at a trailing P/E ratio of 31.3x. Average trailing P/E is 29x in the Chemicals industry in India. Total returns to shareholders of 70% over the past three years.New Risk • Feb 12New 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 7.7% 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 (42% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.7% average weekly change).Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: ₹2.40 (vs ₹0.96 in 3Q 2023)Third quarter 2024 results: EPS: ₹2.40 (up from ₹0.96 in 3Q 2023). Revenue: ₹4.98b (up 29% from 3Q 2023). Net income: ₹322.0m (up 148% from 3Q 2023). Profit margin: 6.5% (up from 3.4% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Feb 08Now 35% overvalued after recent price riseOver the last 90 days, the stock has risen 35% to ₹200. The fair value is estimated to be ₹148, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 32%.お知らせ • Jan 31S H Kelkar and Company Limited to Report Q3, 2024 Results on Feb 07, 2024S H Kelkar and Company Limited announced that they will report Q3, 2024 results on Feb 07, 2024Reported Earnings • Nov 04Second quarter 2024 earnings released: EPS: ₹2.20 (vs ₹1.80 in 2Q 2023)Second quarter 2024 results: EPS: ₹2.20 (up from ₹1.80 in 2Q 2023). Revenue: ₹4.57b (up 10% from 2Q 2023). Net income: ₹293.0m (up 21% from 2Q 2023). Profit margin: 6.4% (up from 5.9% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.お知らせ • Oct 28S H Kelkar and Company Limited to Report Q2, 2024 Results on Nov 03, 2023S H Kelkar and Company Limited announced that they will report Q2, 2024 results on Nov 03, 2023Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹132, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 26x in the Chemicals industry in India. Total returns to shareholders of 72% over the past three years.お知らせ • Aug 03S H Kelkar and Company Limited to Report Q1, 2024 Results on Aug 07, 2023S H Kelkar and Company Limited announced that they will report Q1, 2024 results on Aug 07, 2023Upcoming Dividend • Jul 27Upcoming dividend of ₹2.00 per share at 1.7% yieldEligible shareholders must have bought the stock before 03 August 2023. Payment date: 09 September 2023. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 1.7%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.9%).Reported Earnings • Jul 22Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: ₹4.53 (down from ₹10.81 in FY 2022). Revenue: ₹16.9b (up 7.8% from FY 2022). Net income: ₹611.7m (down 59% from FY 2022). Profit margin: 3.6% (down from 9.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.8%. Earnings per share (EPS) also missed analyst estimates by 43%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 10.0% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Jun 01Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: ₹4.53 (down from ₹10.81 in FY 2022). Revenue: ₹17.0b (up 8.6% from FY 2022). Net income: ₹611.7m (down 59% from FY 2022). Profit margin: 3.6% (down from 9.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.8%. Earnings per share (EPS) also missed analyst estimates by 43%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 31+ 1 more updateS H Kelkar and Company Limited, Annual General Meeting, Aug 10, 2023S H Kelkar and Company Limited, Annual General Meeting, Aug 10, 2023.お知らせ • May 25S H Kelkar and Company Limited to Report Q4, 2023 Results on May 30, 2023S H Kelkar and Company Limited announced that they will report Q4, 2023 results on May 30, 2023Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹99.35, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 23x in the Chemicals industry in India. Total returns to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹82.42 per share.お知らせ • Feb 18S H Kelkar and Company Limited Announces Board and Committee ChangesS H Kelkar and Company Limited announced Ms. Sangeeta Kapiljit Singh will cease to be an Independent Director of the Company with effect from the closure of business hours of February 18, 2023 pursuant to completion of her second term as an Independent Director. The company re- constituted Nomination and Remuneration Committee: Ms. Neela Bhattacharjee Chairperson, Independent Director, Mr. Vasant Gujarathi Member, Independent Director and Mr. Deepak Raj Bindra Member, Independent Director. The company re- constituted Audit Committee: Mr. Vasant Gujarathi Chairman, Independent Director, Mr. Kedar Vaze Member, Wholetime Director, Ms. Neela Bhattacharjee Member, Independent Director and Mr. Shrikant Oka Member, Independent Director.Reported Earnings • Feb 05Third quarter 2023 earnings released: EPS: ₹0.96 (vs ₹2.35 in 3Q 2022)Third quarter 2023 results: EPS: ₹0.96 (down from ₹2.35 in 3Q 2022). Revenue: ₹3.85b (down 3.6% from 3Q 2022). Net income: ₹129.7m (down 60% from 3Q 2022). Profit margin: 3.4% (down from 8.1% in 3Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 24S H Kelkar and Company Limited to Report Q3, 2023 Results on Feb 02, 2023S H Kelkar and Company Limited announced that they will report Q3, 2023 results on Feb 02, 2023お知らせ • Dec 11S H Kelkar and Company Limited Announces Cessation of Dalip Sehgal as Independent DirectorS H Kelkar and Company Limited announced that Mr. Dalip Sehgal has ceased to be an Independent Director of the Company with effect from the closure of business hours of December 8, 2022 pursuant to completion of his second term as an Independent Director. Pursuant to the cessation of Mr. Dalip Sehgal as an Independent Director, the following Board Committees have been re- constituted as: Stakeholders' Relationship Committee: Mr. Vasant Gujarathi - Chairman, Independent Director; Mr. Deepak Raj Bindra - Member, Independent Director; and Mr. Shrikant Oka - Member, Independent Director. Audit Committee: Mr. Vasant Gujarathi - Chairman, Independent Director; Mr. Kedar Vaze - Member, Wholetime Director; Ms. Sangeeta Singh -Member, Independent Director; and Mr. Shrikant Oka - Member, Independent Director.Major Estimate Revision • Oct 29Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in 2023 has deteriorated. 2023 revenue forecast decreased from ₹18.0b to ₹17.7b. EPS estimate also fell from ₹10.25 per share to ₹7.90 per share. Net income forecast to grow 58% next year vs 24% growth forecast for Chemicals industry in India. Consensus price target down from ₹179 to ₹175. Share price fell 3.4% to ₹136 over the past week.Reported Earnings • Oct 22Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: ₹1.80 (up from ₹1.61 in 2Q 2022). Revenue: ₹4.23b (up 18% from 2Q 2022). Net income: ₹242.9m (up 9.3% from 2Q 2022). Profit margin: 5.7% (down from 6.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.9%. Earnings per share (EPS) also surpassed analyst estimates by 100%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 15S H Kelkar and Company Limited to Report Q2, 2023 Results on Oct 21, 2022S H Kelkar and Company Limited announced that they will report Q2, 2023 results on Oct 21, 2022Reported Earnings • Aug 12First quarter 2023 earnings: EPS and revenues miss analyst expectationsFirst quarter 2023 results: EPS: ₹1.60 (down from ₹5.90 in 1Q 2022). Revenue: ₹4.15b (up 17% from 1Q 2022). Net income: ₹216.0m (down 74% from 1Q 2022). Profit margin: 5.2% (down from 23% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 10%. Earnings per share (EPS) also missed analyst estimates by 20%. Over the next year, revenue is forecast to grow 15%, compared to a 13% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 30S H Kelkar and Company Limited to Report Q1, 2023 Results on Aug 09, 2022S H Kelkar and Company Limited announced that they will report Q1, 2023 results on Aug 09, 2022Upcoming Dividend • Jul 26Upcoming dividend of ₹0.75 per shareEligible shareholders must have bought the stock before 02 August 2022. Payment date: 09 September 2022. Payout ratio is a comfortable 6.9% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.7%). Lower than average of industry peers (0.8%).Reported Earnings • Jul 14Full year 2022 earnings: EPS in line with analyst expectations despite revenue beatFull year 2022 results: EPS: ₹10.81 (up from ₹10.48 in FY 2021). Revenue: ₹15.6b (up 18% from FY 2021). Net income: ₹1.49b (up 2.7% from FY 2021). Profit margin: 9.5% (down from 11% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 17%, compared to a 17% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 10S H Kelkar and Company Limited, Annual General Meeting, Aug 10, 2022S H Kelkar and Company Limited, Annual General Meeting, Aug 10, 2022, at 16:30 Indian Standard Time.Reported Earnings • May 28Full year 2022 earnings: EPS in line with analyst expectations despite revenue beatFull year 2022 results: EPS: ₹10.81 (up from ₹10.48 in FY 2021). Revenue: ₹15.6b (up 18% from FY 2021). Net income: ₹1.49b (up 2.7% from FY 2021). Profit margin: 9.5% (down from 11% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 14%, compared to a 17% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • May 26+ 1 more updateS H Kelkar and Company Limited Announces Appointment of Rohit Saraogi as Company SecretaryS H Kelkar and Company Limited at its board meeting held on May 25, 2022 approved appointment of Rohit Saraogi as Company Secretary with effect from May 25, 2022. With his appointment as CS, Mr. Rohit Saraogi will be handling a dual role as Group CFO and Company Secretary of the Company. Mr. Rohit Saraogi is a Chartered Accountant and Company Secretary by profession. He has an experience of two decades in the leadership positions across reputed organisations. He has worked extensively in the area of finance and commercial business partnering.お知らせ • May 19S H Kelkar and Company Limited Announces Resignation of Amit Dalmia as Non - Executive DirectorS H Kelkar and Company Limited informed that Mr. Amit Dalmia, Non -- Executive Director of the Company, holding directorship since August 2012 has resigned from the Board of Directors of the Company with effect from end of business hours of May 17, 2022 on account of his other professional commitments.お知らせ • May 17S H Kelkar and Company Limited to Report Q4, 2022 Results on May 25, 2022S H Kelkar and Company Limited announced that they will report Q4, 2022 results on May 25, 2022お知らせ • May 02S H Kelkar and Company Limited Announces Resignation of Deepti Chandratre as Company Secretary and Compliance OfficerS H Kelkar and Company Limited announced that Ms. Deepti Chandratre, Company Secretary & GM - Legal ceases to be the Company Secretary and Compliance Officer of the company with effect from closure of business hours of April 30, 2022. Ms. Chandratre had tendered her resignation to pursue opportunities outside the Company.Price Target Changed • Apr 27Price target increased to ₹187Up from ₹173, the current price target is an average from 3 analysts. New target price is 19% above last closing price of ₹157. Stock is up 10% over the past year. The company is forecast to post earnings per share of ₹10.87 for next year compared to ₹10.48 last year.お知らせ • Feb 21S H Kelkar and Company Limited Announces Board ChangesS H Kelkar and Company Limited announced that Mr. Jairaj Purandare has ceased to be an Independent Director of the Company with effect from the closure of business hours of February 19, 2022 pursuant to completion of his second term as an Independent Director. In continuation to its letter dated October 29, 2021 and December 06, 2021 intimating about appointment of Mr. Vasant Gujarathi as an Independent Director of the Company, the company to reiterate that his term as anIndependent Director has commenced February 20, 2022.Price Target Changed • Feb 10Price target increased to ₹187Up from ₹173, the current price target is an average from 3 analysts. New target price is 22% above last closing price of ₹153. Stock is up 25% over the past year. The company is forecast to post earnings per share of ₹10.87 for next year compared to ₹10.48 last year.Reported Earnings • Feb 09Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: ₹2.35 (down from ₹2.56 in 3Q 2021). Revenue: ₹3.99b (up 5.6% from 3Q 2021). Net income: ₹323.7m (down 8.5% from 3Q 2021). Profit margin: 8.1% (down from 9.4% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.5%. Earnings per share (EPS) also surpassed analyst estimates by 6.8%. Over the next year, revenue is forecast to grow 10.0%, compared to a 20% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Board Change • Dec 06Insufficient 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. 4 experienced directors. 4 highly experienced directors. Independent Director Mark Elliott was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Jul 26Upcoming dividend of ₹0.75 per shareEligible shareholders must have bought the stock before 02 August 2021. Payment date: 09 September 2021. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (0.7%).Reported Earnings • Jul 16Full year 2021 earnings released: EPS ₹10.48 (vs ₹2.56 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹13.2b (up 19% from FY 2020). Net income: ₹1.45b (up 305% from FY 2020). Profit margin: 11% (up from 3.2% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹177, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 32x in the Chemicals industry in India. Total loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹109 per share.Reported Earnings • May 28Full year 2021 earnings released: EPS ₹10.48 (vs ₹2.56 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹13.4b (up 20% from FY 2020). Net income: ₹1.45b (up 305% from FY 2020). Profit margin: 11% (up from 3.2% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • May 28S H Kelkar and Company Limited Recommends Final Dividend for the Financial Year 2021S H Kelkar and Company Limited recommended a final dividend of INR 0.75 (ie.7.5%) per equity share on 141,320,801 fully paid-up equity shares of face value of INR 10.00 each for the financial year 2020-21 which shall be subject to approval by the shareholders of the Company at the ensuing Annual General Meeting of the Company.Major Estimate Revision • Feb 17Analysts increase EPS estimates to ₹9.75The 2021 consensus revenue estimate increased from ₹12.7b to ₹12.9b. The earnings per share estimate also received an upgrade from ₹8.65 to ₹9.75 for the same period. Net income is expected to grow by 19% next year compared to 17% growth forecast for the Chemicals industry in India. The consensus price target increased from ₹134 to ₹150. Share price is down by 3.8% to ₹122 over the past week.Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS ₹2.56 (vs ₹0.78 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₹3.83b (up 32% from 3Q 2020). Net income: ₹353.9m (up ₹462.7m from 3Q 2020). Profit margin: 9.2% (up from net loss in 3Q 2020). The move to profitability 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 fallen by 25% per year, which means it is performing significantly worse than earnings.業績と収益の成長予測BSE:539450 - アナリストの将来予測と過去の財務データ ( )INR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/202933,9391,8411,875N/A13/31/202830,5471,3511,129N/A13/31/202726,8741,246504N/A16/30/202624,490885N/AN/AN/A3/31/202623,6716935672,631N/A12/31/202522,8171,699N/AN/AN/A9/30/202522,4121,5481811,598N/A6/30/202522,2981,854N/AN/AN/A3/31/202521,194743-800157N/A12/31/202421,51670N/AN/AN/A9/30/202420,801220-381477N/A6/30/202419,723109N/AN/AN/A3/31/202418,3611,2274651,075N/A12/31/202318,700910N/AN/AN/A9/30/202317,5837181,0971,828N/A6/30/202317,170668N/AN/AN/A3/31/202316,8226121,2791,967N/A12/31/202216,647714N/AN/AN/A9/30/202216,790908420715N/A6/30/202216,238887N/AN/AN/A3/31/202215,6421,486234502N/A12/31/202115,1051,762N/AN/AN/A9/30/202114,8931,7921,5081,791N/A6/30/202114,8502,109N/AN/AN/A3/31/202113,2201,4471,6141,952N/A12/31/202011,9611,173N/AN/AN/A9/30/202011,0767101,8352,270N/A6/30/202010,324325N/AN/AN/A3/31/202011,142357N/A2,052N/A12/31/201911,128426N/AN/AN/A9/30/201910,799749N/A671N/A6/30/201910,851883N/AN/AN/A3/31/201910,481885N/A772N/A12/31/201810,635902N/AN/AN/A9/30/201810,901960N/AN/AN/A6/30/201810,275861N/AN/AN/A3/31/201810,251939N/A1,033N/A12/31/20179,8761,004N/AN/AN/A9/30/20179,363987N/AN/AN/A6/30/20179,5961,041N/AN/AN/A3/31/20179,8051,048N/A1,023N/A12/31/20169,9941,087N/AN/AN/A9/30/20169,9701,055N/AN/AN/A6/30/20169,613883N/AN/AN/A3/31/20169,249731N/A864N/A12/31/20158,939751N/AN/AN/A9/30/20158,592540N/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: 539450の予測収益成長率 (年間24% ) は 貯蓄率 ( 6.9% ) を上回っています。収益対市場: 539450の収益 ( 24% ) はIndian市場 ( 16.8% ) よりも速いペースで成長すると予測されています。高成長収益: 539450の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 539450の収益 ( 12% ) Indian市場 ( 11.1% ) よりも速いペースで成長すると予測されています。高い収益成長: 539450の収益 ( 12% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 539450の 自己資本利益率 は、3年後には低くなると予測されています ( 9.6 %)。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2026/08/17 00:36終値2026/08/17 00:00収益2026/06/30年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこの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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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S H Kelkar and Company Limited 1 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。9 アナリスト機関null nullAsian Markets Securities Private LimitedAnil BurraFirstCall ResearchNischint ChawatheKotak Securities (Institutional Equities)6 その他のアナリストを表示
Price Target Changed • Nov 08Price target increased by 7.5% to ₹430Up from ₹400, the current price target is provided by 1 analyst. New target price is 98% above last closing price of ₹217. Stock is down 28% over the past year. The company is forecast to post earnings per share of ₹14.30 for next year compared to ₹5.37 last year.
Major Estimate Revision • Oct 29Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in 2023 has deteriorated. 2023 revenue forecast decreased from ₹18.0b to ₹17.7b. EPS estimate also fell from ₹10.25 per share to ₹7.90 per share. Net income forecast to grow 58% next year vs 24% growth forecast for Chemicals industry in India. Consensus price target down from ₹179 to ₹175. Share price fell 3.4% to ₹136 over the past week.
Price Target Changed • Apr 27Price target increased to ₹187Up from ₹173, the current price target is an average from 3 analysts. New target price is 19% above last closing price of ₹157. Stock is up 10% over the past year. The company is forecast to post earnings per share of ₹10.87 for next year compared to ₹10.48 last year.
Price Target Changed • Feb 10Price target increased to ₹187Up from ₹173, the current price target is an average from 3 analysts. New target price is 22% above last closing price of ₹153. Stock is up 25% over the past year. The company is forecast to post earnings per share of ₹10.87 for next year compared to ₹10.48 last year.
Major Estimate Revision • Feb 17Analysts increase EPS estimates to ₹9.75The 2021 consensus revenue estimate increased from ₹12.7b to ₹12.9b. The earnings per share estimate also received an upgrade from ₹8.65 to ₹9.75 for the same period. Net income is expected to grow by 19% next year compared to 17% growth forecast for the Chemicals industry in India. The consensus price target increased from ₹134 to ₹150. Share price is down by 3.8% to ₹122 over the past week.
Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹166, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 28x in the Chemicals industry in India. Total returns to shareholders of 32% over the past three years.
New Risk • Jul 29New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.6% Last year net profit margin: 8.3% 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 Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.6% net profit margin).
お知らせ • Jul 13S H Kelkar and Company Limited to Report Q1, 2027 Results on Jul 28, 2026S H Kelkar and Company Limited announced that they will report Q1, 2027 results on Jul 28, 2026
Reported Earnings • Jul 04Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: ₹5.00 (down from ₹5.37 in FY 2025). Revenue: ₹23.7b (up 12% from FY 2025). Net income: ₹692.6m (down 6.8% from FY 2025). Profit margin: 2.9% (down from 3.5% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 92%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹144, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 28x in the Chemicals industry in India. Total returns to shareholders of 26% over the past three years.
お知らせ • May 18S H Kelkar and Company Limited, Annual General Meeting, Jul 31, 2026S H Kelkar and Company Limited, Annual General Meeting, Jul 31, 2026.
Reported Earnings • May 16Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: ₹5.00 (down from ₹5.37 in FY 2025). Revenue: ₹23.8b (up 12% from FY 2025). Net income: ₹692.6m (down 6.8% from FY 2025). Profit margin: 2.9% (down from 3.5% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 92%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • May 11S H Kelkar and Company Limited to Report Q4, 2026 Results on May 15, 2026S H Kelkar and Company Limited announced that they will report Q4, 2026 results on May 15, 2026
New Risk • Apr 13New major risk - Revenue and earnings growthEarnings have declined by 10% 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 (3.0x net interest cover). Earnings have declined by 10% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (153% cash payout ratio). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹140, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 27x in the Chemicals industry in India. Total returns to shareholders of 37% over the past three years.
Reported Earnings • Feb 07Third quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2026 results: EPS: ₹2.36 (up from ₹1.27 in 3Q 2025). Revenue: ₹5.85b (up 8.2% from 3Q 2025). Net income: ₹326.6m (up 86% from 3Q 2025). Profit margin: 5.6% (up from 3.2% in 3Q 2025). Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) exceeded analyst estimates by 57%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 07S H Kelkar and Company Limited announces Annual dividendS H Kelkar and Company Limited announced Annual dividend of INR 1.0000 per share, ex-date on February 13, 2026 and record date on February 13, 2026.
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹161, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 26x in the Chemicals industry in India. Total returns to shareholders of 34% over the past three years.
お知らせ • Jan 27S H Kelkar and Company Limited to Report Q3, 2026 Results on Feb 06, 2026S H Kelkar and Company Limited announced that they will report Q3, 2026 results at 12:08 PM, Indian Standard Time on Feb 06, 2026
Buy Or Sell Opportunity • Jan 20Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 31% to ₹155. The fair value is estimated to be ₹199, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.
お知らせ • Jan 20S H Kelkar and Company Limited Approves Appointment of Avik Ghosh as Executive Vice President - HR, Asia and Senior Management Personnel, Effective January 19, 2026S H Kelkar and Company Limited approved the appointment of Mr. Avik Ghosh as Executive Vice President HR, Asia and Senior Management Personnel with immediate effect. Date of appointment: January 19, 2026. Mr. Avik Ghosh is a Bachelor of Arts (Hons) Management Studies from Nottingham University Business School, UK and holds a Post Graduate Diploma in Personnel Management & Industrial Relations, XLRI, Jamshedpur. He has a rich experience of almost 20 years working on all facets of HR. He has worked with organizations like ICICI Bank, Asian Paints, Kerry and Anvil Energy before joining Keva. During his stint of 11.5 years at Kerry, he has held multiple regional HR leadership roles covering Southeast Asia, ANZ, and APMEsA.
Buy Or Sell Opportunity • Dec 08Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 36% to ₹161. The fair value is estimated to be ₹203, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.
Valuation Update With 7 Day Price Move • Nov 14Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to ₹170, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 27x in the Chemicals industry in India. Total returns to shareholders of 26% over the past three years.
Price Target Changed • Nov 08Price target increased by 7.5% to ₹430Up from ₹400, the current price target is provided by 1 analyst. New target price is 98% above last closing price of ₹217. Stock is down 28% over the past year. The company is forecast to post earnings per share of ₹14.30 for next year compared to ₹5.37 last year.
Board Change • Nov 08Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Additional Non-Executive Non-Independent Director Pallavi Gokhale was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 28S H Kelkar and Company Limited to Report Q2, 2026 Results on Nov 07, 2025S H Kelkar and Company Limited announced that they will report Q2, 2026 results at 12:08 PM, Indian Standard Time on Nov 07, 2025
お知らせ • Jul 30S H Kelkar and Company Limited to Report Q1, 2026 Results on Aug 08, 2025S H Kelkar and Company Limited announced that they will report Q1, 2026 results on Aug 08, 2025
Upcoming Dividend • Jul 25Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 01 August 2025. Payment date: 11 September 2025. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.2%). Lower than average of industry peers (0.7%).
Buy Or Sell Opportunity • Jul 24Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 31% to ₹268. The fair value is estimated to be ₹223, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 36%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 33% per annum over the same time period.
お知らせ • Jul 03+ 3 more updatesS H Kelkar and Company Limited Announces Resignation of Rohit Saraogi as Key Managerial Personnel, Effective July 30, 2025S H Kelkar and Company Limited announced that Mr. Rohit Saraogi Key Managerial Personnel of the Company, has tendered his resignation from the services of the Company to pursue another career opportunity. His resignation will be effective from the close of business hours of July 30, 2025.
Buy Or Sell Opportunity • Jun 30Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 27% to ₹235. The fair value is estimated to be ₹192, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 36%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 33% per annum over the same time period.
New Risk • Jun 27New 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 7.7% 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 Debt is not well covered by operating cash flow (2.1% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.7% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.5% net profit margin).
Valuation Update With 7 Day Price Move • May 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹236, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 30x in the Chemicals industry in India. Total returns to shareholders of 86% over the past three years.
お知らせ • May 19S H Kelkar and Company Limited, Annual General Meeting, Aug 12, 2025S H Kelkar and Company Limited, Annual General Meeting, Aug 12, 2025.
Reported Earnings • May 17Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ₹5.39 (down from ₹8.93 in FY 2024). Revenue: ₹21.5b (up 12% from FY 2024). Net income: ₹743.1m (down 39% from FY 2024). Profit margin: 3.5% (down from 6.4% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 34%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
お知らせ • May 17S H Kelkar and Company Limited announces Annual dividend, payable on September 11, 2025S H Kelkar and Company Limited announced Annual dividend of INR 1.0000 per share payable on September 11, 2025, ex-date on August 01, 2025 and record date on August 01, 2025.
お知らせ • May 12S H Kelkar and Company Limited to Report Q4, 2025 Results on May 16, 2025S H Kelkar and Company Limited announced that they will report Q4, 2025 results on May 16, 2025
お知らせ • Apr 11S H Kelkar and Company Limited Announces Executive AppointmentsS H Kelkar and Company Limited board on April 11, 2025, approved the appointment of the following officials with immediate effect, Mr. Vivek Kulkarni as Executive Vice President Ingredients Division and Senior Management Personnel of the Company; and Ms. Deepti Chandratre as Global Legal Counsel and Senior Management Personnel of the Company. Mr. Vivek Kulkarni Is A B. Tech (Chemical Engineering) and Post Graduate Diploma in Management (Marketing). He Has over 28 Years of Experience in International Sales and Business Development of Speciality Chemicals. During His Last Stint At Vinati Organics Limited, Mr. Vivek Kulkarni Held the Role of Vice President Sales & Marketing and Was Responsible for Business Planning & Strategy Development, International Business Management, Innovation & Change Management and Business Process Re- Engineering. Ms. Deepti Chandratre Is A Commerce Graduate and Holds A Bachelors Degree in Law. She Is A Member of the Institute of the Company Secretaries of India. Ms. Deepti Chandratre Has over 19 Years of Experience in Legal and Corporate Secretarial Compliance Functions Including, Inter Alia, Various Mergers, Acquisitions and Other Corporate Restructurings. Before Joining the Company, She Was Associated with Mahindra & Mahindra Limited. Ms. Deepti Chandratre Is A Commerce Graduate and Holds A Bachelors Degree in Law. She Is A Member of the Institute of the Company Secretaries of India. Ms. Deepti Chandratre Has over 19 Years of Experience in Legal and Corporate Secretarial Compliance Functions Including, Inter Alia, Various Mergers, Acquisitions and Other Corporate Restructurings. Before Joining the Company, She Was Associated with Mahindra & Mahindra Limited.
Board Change • Mar 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Non-Executive Independent Director Neela Bhattacherjee was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 14Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: ₹1.27 (down from ₹2.40 in 3Q 2024). Revenue: ₹5.41b (up 9.6% from 3Q 2024). Net income: ₹175.2m (down 46% from 3Q 2024). Profit margin: 3.2% (down from 6.5% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 40%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Feb 06S H Kelkar and Company Limited to Report Q3, 2025 Results on Feb 12, 2025S H Kelkar and Company Limited announced that they will report Q3, 2025 results on Feb 12, 2025
New Risk • Nov 09New 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 Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (9.3% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.6% net profit margin). Shareholders have been diluted in the past year (2.4% increase in shares outstanding).
お知らせ • Nov 09S H Kelkar and Company Limited to Report Q2, 2025 Results on Nov 14, 2024S H Kelkar and Company Limited announced that they will report Q2, 2025 results on Nov 14, 2024
New Risk • Sep 24New 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 8.4% 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 Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.4% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.6% net profit margin). Shareholders have been diluted in the past year (2.4% increase in shares outstanding).
Reported Earnings • Aug 14First quarter 2025 earnings released: ₹6.17 loss per share (vs ₹2.01 profit in 1Q 2024)First quarter 2025 results: ₹6.17 loss per share (down from ₹2.01 profit in 1Q 2024). Revenue: ₹4.71b (up 5.7% from 1Q 2024). Net loss: ₹855.1m (down 414% from profit in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • Aug 07S H Kelkar and Company Limited to Report Q1, 2025 Results on Aug 13, 2024S H Kelkar and Company Limited announced that they will report Q1, 2025 results on Aug 13, 2024
お知らせ • Jul 23S H Kelkar and Company Limited, Annual General Meeting, Aug 22, 2024S H Kelkar and Company Limited, Annual General Meeting, Aug 22, 2024, at 16:00 Indian Standard Time.
お知らせ • May 20S H Kelkar and Company Limited to Report Q4, 2024 Results on May 27, 2024S H Kelkar and Company Limited announced that they will report Q4, 2024 results on May 27, 2024
Upcoming Dividend • Apr 05Upcoming dividend of ₹0.75 per shareEligible shareholders must have bought the stock before 12 April 2024. Payment date: 28 April 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.2%). In line with average of industry peers (0.8%).
お知らせ • Mar 30S H Kelkar and Company Limited Approves Interim Dividend for the Financial Year 2023-24, Payable No Later Than April 28, 202S H Kelkar and Company Limited announced at the board meeting held on March 29, 2024, approved and declared an interim dividend of 7.5% i.e. INR 0.75/- per equity share on 13,82,40,801 fully paid-up equity shares of face value of INR 10/- each for the financial year 2023-24. As communicated earlier in intimation to Stock Exchanges dated March 26, 2024, the Company has fixed April 12, 2024 as the Record Date for the purpose of payment of Interim Dividend and the Interim Dividend will be paid to the shareholders no later than April 28, 2024.
Buy Or Sell Opportunity • Mar 14Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 25% to ₹186. The fair value is estimated to be ₹146, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 32%.
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₹172, the stock trades at a trailing P/E ratio of 25.4x. Average trailing P/E is 28x in the Chemicals industry in India. Total returns to shareholders of 53% over the past three years.
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹202, the stock trades at a trailing P/E ratio of 31.3x. Average trailing P/E is 29x in the Chemicals industry in India. Total returns to shareholders of 70% over the past three years.
New Risk • Feb 12New 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 7.7% 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 (42% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.7% average weekly change).
Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: ₹2.40 (vs ₹0.96 in 3Q 2023)Third quarter 2024 results: EPS: ₹2.40 (up from ₹0.96 in 3Q 2023). Revenue: ₹4.98b (up 29% from 3Q 2023). Net income: ₹322.0m (up 148% from 3Q 2023). Profit margin: 6.5% (up from 3.4% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Feb 08Now 35% overvalued after recent price riseOver the last 90 days, the stock has risen 35% to ₹200. The fair value is estimated to be ₹148, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 32%.
お知らせ • Jan 31S H Kelkar and Company Limited to Report Q3, 2024 Results on Feb 07, 2024S H Kelkar and Company Limited announced that they will report Q3, 2024 results on Feb 07, 2024
Reported Earnings • Nov 04Second quarter 2024 earnings released: EPS: ₹2.20 (vs ₹1.80 in 2Q 2023)Second quarter 2024 results: EPS: ₹2.20 (up from ₹1.80 in 2Q 2023). Revenue: ₹4.57b (up 10% from 2Q 2023). Net income: ₹293.0m (up 21% from 2Q 2023). Profit margin: 6.4% (up from 5.9% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
お知らせ • Oct 28S H Kelkar and Company Limited to Report Q2, 2024 Results on Nov 03, 2023S H Kelkar and Company Limited announced that they will report Q2, 2024 results on Nov 03, 2023
Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹132, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 26x in the Chemicals industry in India. Total returns to shareholders of 72% over the past three years.
お知らせ • Aug 03S H Kelkar and Company Limited to Report Q1, 2024 Results on Aug 07, 2023S H Kelkar and Company Limited announced that they will report Q1, 2024 results on Aug 07, 2023
Upcoming Dividend • Jul 27Upcoming dividend of ₹2.00 per share at 1.7% yieldEligible shareholders must have bought the stock before 03 August 2023. Payment date: 09 September 2023. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 1.7%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.9%).
Reported Earnings • Jul 22Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: ₹4.53 (down from ₹10.81 in FY 2022). Revenue: ₹16.9b (up 7.8% from FY 2022). Net income: ₹611.7m (down 59% from FY 2022). Profit margin: 3.6% (down from 9.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.8%. Earnings per share (EPS) also missed analyst estimates by 43%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 10.0% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Jun 01Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: ₹4.53 (down from ₹10.81 in FY 2022). Revenue: ₹17.0b (up 8.6% from FY 2022). Net income: ₹611.7m (down 59% from FY 2022). Profit margin: 3.6% (down from 9.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.8%. Earnings per share (EPS) also missed analyst estimates by 43%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 31+ 1 more updateS H Kelkar and Company Limited, Annual General Meeting, Aug 10, 2023S H Kelkar and Company Limited, Annual General Meeting, Aug 10, 2023.
お知らせ • May 25S H Kelkar and Company Limited to Report Q4, 2023 Results on May 30, 2023S H Kelkar and Company Limited announced that they will report Q4, 2023 results on May 30, 2023
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹99.35, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 23x in the Chemicals industry in India. Total returns to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹82.42 per share.
お知らせ • Feb 18S H Kelkar and Company Limited Announces Board and Committee ChangesS H Kelkar and Company Limited announced Ms. Sangeeta Kapiljit Singh will cease to be an Independent Director of the Company with effect from the closure of business hours of February 18, 2023 pursuant to completion of her second term as an Independent Director. The company re- constituted Nomination and Remuneration Committee: Ms. Neela Bhattacharjee Chairperson, Independent Director, Mr. Vasant Gujarathi Member, Independent Director and Mr. Deepak Raj Bindra Member, Independent Director. The company re- constituted Audit Committee: Mr. Vasant Gujarathi Chairman, Independent Director, Mr. Kedar Vaze Member, Wholetime Director, Ms. Neela Bhattacharjee Member, Independent Director and Mr. Shrikant Oka Member, Independent Director.
Reported Earnings • Feb 05Third quarter 2023 earnings released: EPS: ₹0.96 (vs ₹2.35 in 3Q 2022)Third quarter 2023 results: EPS: ₹0.96 (down from ₹2.35 in 3Q 2022). Revenue: ₹3.85b (down 3.6% from 3Q 2022). Net income: ₹129.7m (down 60% from 3Q 2022). Profit margin: 3.4% (down from 8.1% in 3Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 24S H Kelkar and Company Limited to Report Q3, 2023 Results on Feb 02, 2023S H Kelkar and Company Limited announced that they will report Q3, 2023 results on Feb 02, 2023
お知らせ • Dec 11S H Kelkar and Company Limited Announces Cessation of Dalip Sehgal as Independent DirectorS H Kelkar and Company Limited announced that Mr. Dalip Sehgal has ceased to be an Independent Director of the Company with effect from the closure of business hours of December 8, 2022 pursuant to completion of his second term as an Independent Director. Pursuant to the cessation of Mr. Dalip Sehgal as an Independent Director, the following Board Committees have been re- constituted as: Stakeholders' Relationship Committee: Mr. Vasant Gujarathi - Chairman, Independent Director; Mr. Deepak Raj Bindra - Member, Independent Director; and Mr. Shrikant Oka - Member, Independent Director. Audit Committee: Mr. Vasant Gujarathi - Chairman, Independent Director; Mr. Kedar Vaze - Member, Wholetime Director; Ms. Sangeeta Singh -Member, Independent Director; and Mr. Shrikant Oka - Member, Independent Director.
Major Estimate Revision • Oct 29Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in 2023 has deteriorated. 2023 revenue forecast decreased from ₹18.0b to ₹17.7b. EPS estimate also fell from ₹10.25 per share to ₹7.90 per share. Net income forecast to grow 58% next year vs 24% growth forecast for Chemicals industry in India. Consensus price target down from ₹179 to ₹175. Share price fell 3.4% to ₹136 over the past week.
Reported Earnings • Oct 22Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: ₹1.80 (up from ₹1.61 in 2Q 2022). Revenue: ₹4.23b (up 18% from 2Q 2022). Net income: ₹242.9m (up 9.3% from 2Q 2022). Profit margin: 5.7% (down from 6.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.9%. Earnings per share (EPS) also surpassed analyst estimates by 100%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 15S H Kelkar and Company Limited to Report Q2, 2023 Results on Oct 21, 2022S H Kelkar and Company Limited announced that they will report Q2, 2023 results on Oct 21, 2022
Reported Earnings • Aug 12First quarter 2023 earnings: EPS and revenues miss analyst expectationsFirst quarter 2023 results: EPS: ₹1.60 (down from ₹5.90 in 1Q 2022). Revenue: ₹4.15b (up 17% from 1Q 2022). Net income: ₹216.0m (down 74% from 1Q 2022). Profit margin: 5.2% (down from 23% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 10%. Earnings per share (EPS) also missed analyst estimates by 20%. Over the next year, revenue is forecast to grow 15%, compared to a 13% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 30S H Kelkar and Company Limited to Report Q1, 2023 Results on Aug 09, 2022S H Kelkar and Company Limited announced that they will report Q1, 2023 results on Aug 09, 2022
Upcoming Dividend • Jul 26Upcoming dividend of ₹0.75 per shareEligible shareholders must have bought the stock before 02 August 2022. Payment date: 09 September 2022. Payout ratio is a comfortable 6.9% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.7%). Lower than average of industry peers (0.8%).
Reported Earnings • Jul 14Full year 2022 earnings: EPS in line with analyst expectations despite revenue beatFull year 2022 results: EPS: ₹10.81 (up from ₹10.48 in FY 2021). Revenue: ₹15.6b (up 18% from FY 2021). Net income: ₹1.49b (up 2.7% from FY 2021). Profit margin: 9.5% (down from 11% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 17%, compared to a 17% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 10S H Kelkar and Company Limited, Annual General Meeting, Aug 10, 2022S H Kelkar and Company Limited, Annual General Meeting, Aug 10, 2022, at 16:30 Indian Standard Time.
Reported Earnings • May 28Full year 2022 earnings: EPS in line with analyst expectations despite revenue beatFull year 2022 results: EPS: ₹10.81 (up from ₹10.48 in FY 2021). Revenue: ₹15.6b (up 18% from FY 2021). Net income: ₹1.49b (up 2.7% from FY 2021). Profit margin: 9.5% (down from 11% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 14%, compared to a 17% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • May 26+ 1 more updateS H Kelkar and Company Limited Announces Appointment of Rohit Saraogi as Company SecretaryS H Kelkar and Company Limited at its board meeting held on May 25, 2022 approved appointment of Rohit Saraogi as Company Secretary with effect from May 25, 2022. With his appointment as CS, Mr. Rohit Saraogi will be handling a dual role as Group CFO and Company Secretary of the Company. Mr. Rohit Saraogi is a Chartered Accountant and Company Secretary by profession. He has an experience of two decades in the leadership positions across reputed organisations. He has worked extensively in the area of finance and commercial business partnering.
お知らせ • May 19S H Kelkar and Company Limited Announces Resignation of Amit Dalmia as Non - Executive DirectorS H Kelkar and Company Limited informed that Mr. Amit Dalmia, Non -- Executive Director of the Company, holding directorship since August 2012 has resigned from the Board of Directors of the Company with effect from end of business hours of May 17, 2022 on account of his other professional commitments.
お知らせ • May 17S H Kelkar and Company Limited to Report Q4, 2022 Results on May 25, 2022S H Kelkar and Company Limited announced that they will report Q4, 2022 results on May 25, 2022
お知らせ • May 02S H Kelkar and Company Limited Announces Resignation of Deepti Chandratre as Company Secretary and Compliance OfficerS H Kelkar and Company Limited announced that Ms. Deepti Chandratre, Company Secretary & GM - Legal ceases to be the Company Secretary and Compliance Officer of the company with effect from closure of business hours of April 30, 2022. Ms. Chandratre had tendered her resignation to pursue opportunities outside the Company.
Price Target Changed • Apr 27Price target increased to ₹187Up from ₹173, the current price target is an average from 3 analysts. New target price is 19% above last closing price of ₹157. Stock is up 10% over the past year. The company is forecast to post earnings per share of ₹10.87 for next year compared to ₹10.48 last year.
お知らせ • Feb 21S H Kelkar and Company Limited Announces Board ChangesS H Kelkar and Company Limited announced that Mr. Jairaj Purandare has ceased to be an Independent Director of the Company with effect from the closure of business hours of February 19, 2022 pursuant to completion of his second term as an Independent Director. In continuation to its letter dated October 29, 2021 and December 06, 2021 intimating about appointment of Mr. Vasant Gujarathi as an Independent Director of the Company, the company to reiterate that his term as anIndependent Director has commenced February 20, 2022.
Price Target Changed • Feb 10Price target increased to ₹187Up from ₹173, the current price target is an average from 3 analysts. New target price is 22% above last closing price of ₹153. Stock is up 25% over the past year. The company is forecast to post earnings per share of ₹10.87 for next year compared to ₹10.48 last year.
Reported Earnings • Feb 09Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: ₹2.35 (down from ₹2.56 in 3Q 2021). Revenue: ₹3.99b (up 5.6% from 3Q 2021). Net income: ₹323.7m (down 8.5% from 3Q 2021). Profit margin: 8.1% (down from 9.4% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.5%. Earnings per share (EPS) also surpassed analyst estimates by 6.8%. Over the next year, revenue is forecast to grow 10.0%, compared to a 20% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Board Change • Dec 06Insufficient 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. 4 experienced directors. 4 highly experienced directors. Independent Director Mark Elliott was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Jul 26Upcoming dividend of ₹0.75 per shareEligible shareholders must have bought the stock before 02 August 2021. Payment date: 09 September 2021. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (0.7%).
Reported Earnings • Jul 16Full year 2021 earnings released: EPS ₹10.48 (vs ₹2.56 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹13.2b (up 19% from FY 2020). Net income: ₹1.45b (up 305% from FY 2020). Profit margin: 11% (up from 3.2% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹177, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 32x in the Chemicals industry in India. Total loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹109 per share.
Reported Earnings • May 28Full year 2021 earnings released: EPS ₹10.48 (vs ₹2.56 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹13.4b (up 20% from FY 2020). Net income: ₹1.45b (up 305% from FY 2020). Profit margin: 11% (up from 3.2% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • May 28S H Kelkar and Company Limited Recommends Final Dividend for the Financial Year 2021S H Kelkar and Company Limited recommended a final dividend of INR 0.75 (ie.7.5%) per equity share on 141,320,801 fully paid-up equity shares of face value of INR 10.00 each for the financial year 2020-21 which shall be subject to approval by the shareholders of the Company at the ensuing Annual General Meeting of the Company.
Major Estimate Revision • Feb 17Analysts increase EPS estimates to ₹9.75The 2021 consensus revenue estimate increased from ₹12.7b to ₹12.9b. The earnings per share estimate also received an upgrade from ₹8.65 to ₹9.75 for the same period. Net income is expected to grow by 19% next year compared to 17% growth forecast for the Chemicals industry in India. The consensus price target increased from ₹134 to ₹150. Share price is down by 3.8% to ₹122 over the past week.
Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS ₹2.56 (vs ₹0.78 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₹3.83b (up 32% from 3Q 2020). Net income: ₹353.9m (up ₹462.7m from 3Q 2020). Profit margin: 9.2% (up from net loss in 3Q 2020). The move to profitability 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 fallen by 25% per year, which means it is performing significantly worse than earnings.