View Future GrowthAiro Lam 過去の業績過去 基準チェック /46Airo Lamの収益は年間平均-5.6%の割合で減少していますが、 Forestry業界の収益は年間 増加しています。収益は年間3.1% 8.9%割合で 増加しています。 Airo Lamの自己資本利益率は6.8%であり、純利益率は2.3%です。主要情報-5.59%収益成長率-6.36%EPS成長率Forestry 業界の成長25.21%収益成長率8.90%株主資本利益率6.78%ネット・マージン2.27%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 29Full year 2026 earnings released: EPS: ₹3.50 (vs ₹1.80 in FY 2025)Full year 2026 results: EPS: ₹3.50 (up from ₹1.80 in FY 2025). Revenue: ₹2.45b (up 14% from FY 2025). Net income: ₹55.1m (up 104% from FY 2025). Profit margin: 2.3% (up from 1.3% in FY 2025). 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 only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • May 23Airo Lam Limited to Report Q4, 2026 Results on May 27, 2026Airo Lam Limited announced that they will report Q4, 2026 results on May 27, 2026Reported Earnings • Feb 13Third quarter 2026 earnings released: EPS: ₹0.93 (vs ₹0.73 in 3Q 2025)Third quarter 2026 results: EPS: ₹0.93 (up from ₹0.73 in 3Q 2025). Revenue: ₹699.4m (up 30% from 3Q 2025). Net income: ₹14.0m (up 28% from 3Q 2025). Profit margin: 2.0% (in line with 3Q 2025). 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 9% per year, which means it is well ahead of earnings.お知らせ • Feb 04Airo Lam Limited to Report Q3, 2026 Results on Feb 11, 2026Airo Lam Limited announced that they will report Q3, 2026 results on Feb 11, 2026Reported Earnings • Nov 18Second quarter 2026 earnings released: EPS: ₹1.58 (vs ₹2.16 loss in 2Q 2025)Second quarter 2026 results: EPS: ₹1.58 (up from ₹2.16 loss in 2Q 2025). Revenue: ₹618.4m (up 19% from 2Q 2025). Net income: ₹24.6m (up ₹57.0m from 2Q 2025). Profit margin: 4.0% (up from net loss in 2Q 2025). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: ₹0.82 (vs ₹1.38 in 1Q 2025)First quarter 2026 results: EPS: ₹0.82 (down from ₹1.38 in 1Q 2025). Revenue: ₹540.7m (up 3.4% from 1Q 2025). Net income: ₹12.3m (down 41% from 1Q 2025). Profit margin: 2.3% (down from 4.0% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.すべての更新を表示Recent updatesReported Earnings • May 29Full year 2026 earnings released: EPS: ₹3.50 (vs ₹1.80 in FY 2025)Full year 2026 results: EPS: ₹3.50 (up from ₹1.80 in FY 2025). Revenue: ₹2.45b (up 14% from FY 2025). Net income: ₹55.1m (up 104% from FY 2025). Profit margin: 2.3% (up from 1.3% in FY 2025). 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 only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • May 23Airo Lam Limited to Report Q4, 2026 Results on May 27, 2026Airo Lam Limited announced that they will report Q4, 2026 results on May 27, 2026Reported Earnings • Feb 13Third quarter 2026 earnings released: EPS: ₹0.93 (vs ₹0.73 in 3Q 2025)Third quarter 2026 results: EPS: ₹0.93 (up from ₹0.73 in 3Q 2025). Revenue: ₹699.4m (up 30% from 3Q 2025). Net income: ₹14.0m (up 28% from 3Q 2025). Profit margin: 2.0% (in line with 3Q 2025). 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 9% per year, which means it is well ahead of earnings.お知らせ • Feb 04Airo Lam Limited to Report Q3, 2026 Results on Feb 11, 2026Airo Lam Limited announced that they will report Q3, 2026 results on Feb 11, 2026Reported Earnings • Nov 18Second quarter 2026 earnings released: EPS: ₹1.58 (vs ₹2.16 loss in 2Q 2025)Second quarter 2026 results: EPS: ₹1.58 (up from ₹2.16 loss in 2Q 2025). Revenue: ₹618.4m (up 19% from 2Q 2025). Net income: ₹24.6m (up ₹57.0m from 2Q 2025). Profit margin: 4.0% (up from net loss in 2Q 2025). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Sep 01Airo Lam Limited, Annual General Meeting, Sep 25, 2025Airo Lam Limited, Annual General Meeting, Sep 25, 2025, at 15:00 Indian Standard Time. Location: survey no. 355, nananpur rd., n.h. no. 8, village- dalpur, ta. prantij, gujarat- 383120., prantij IndiaReported Earnings • Aug 09First quarter 2026 earnings released: EPS: ₹0.82 (vs ₹1.38 in 1Q 2025)First quarter 2026 results: EPS: ₹0.82 (down from ₹1.38 in 1Q 2025). Revenue: ₹540.7m (up 3.4% from 1Q 2025). Net income: ₹12.3m (down 41% from 1Q 2025). Profit margin: 2.3% (down from 4.0% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.New Risk • Jun 28New major risk - Revenue and earnings growthEarnings have declined by 0.8% 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 (1.6x net interest cover). Earnings have declined by 0.8% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.8% average weekly change). Profit margins are more than 30% lower than last year (1.2% net profit margin). Market cap is less than US$100m (₹1.73b market cap, or US$20.2m).New Risk • Jun 10New 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 8.3% 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 Interest payments are not well covered by earnings (1.7x net interest cover). Minor Risks Share price has been volatile over the past 3 months (8.3% average weekly change). Profit margins are more than 30% lower than last year (0.8% net profit margin). Market cap is less than US$100m (₹1.90b market cap, or US$22.2m).分析記事 • Feb 15There Are Reasons To Feel Uneasy About Airo Lam's (NSE:AIROLAM) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...New Risk • Feb 14New 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 Interest payments are not well covered by earnings (1.7x net interest cover). Share price has been highly volatile over the past 3 months (9.3% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (0.8% net profit margin). Market cap is less than US$100m (₹1.53b market cap, or US$17.6m).Reported Earnings • Feb 14Third quarter 2025 earnings released: EPS: ₹0.73 (vs ₹1.25 in 3Q 2024)Third quarter 2025 results: EPS: ₹0.73 (down from ₹1.25 in 3Q 2024). Revenue: ₹542.1m (down 4.7% from 3Q 2024). Net income: ₹10.9m (down 42% from 3Q 2024). Profit margin: 2.0% (down from 3.3% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.New Risk • Dec 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.3x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Profit margins are more than 30% lower than last year (1.1% net profit margin). Market cap is less than US$100m (₹1.88b market cap, or US$22.1m).分析記事 • Dec 14Is Airo Lam (NSE:AIROLAM) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Oct 31Second quarter 2025 earnings released: ₹2.16 loss per share (vs ₹1.17 profit in 2Q 2024)Second quarter 2025 results: ₹2.16 loss per share (down from ₹1.17 profit in 2Q 2024). Revenue: ₹517.2m (up 3.5% from 2Q 2024). Net loss: ₹32.4m (down 296% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.分析記事 • Oct 11Airo Lam Limited's (NSE:AIROLAM) Low P/E No Reason For ExcitementWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") above 34x, you may consider Airo...お知らせ • Aug 07Airo Lam Limited, Annual General Meeting, Sep 03, 2024Airo Lam Limited, Annual General Meeting, Sep 03, 2024, at 15:00 Indian Standard Time. Location: survey no. 355, nananpur rd., n.h. no. 8, village- dalpur, ta. prantij, gujarat- 383120., prantij IndiaReported Earnings • Aug 04First quarter 2025 earnings released: EPS: ₹1.38 (vs ₹1.75 in 1Q 2024)First quarter 2025 results: EPS: ₹1.38 (down from ₹1.75 in 1Q 2024). Revenue: ₹538.6m (up 11% from 1Q 2024). Net income: ₹20.7m (down 21% from 1Q 2024). Profit margin: 3.9% (down from 5.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Aug 01Investors Met With Slowing Returns on Capital At Airo Lam (NSE:AIROLAM)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Reported Earnings • May 29Full year 2024 earnings released: EPS: ₹5.23 (vs ₹4.93 in FY 2023)Full year 2024 results: EPS: ₹5.23 (up from ₹4.93 in FY 2023). Revenue: ₹2.08b (up 4.2% from FY 2023). Net income: ₹78.4m (up 6.0% from FY 2023). Profit margin: 3.8% (up from 3.7% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 77% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • May 09Here's Why Airo Lam (NSE:AIROLAM) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...New Risk • Apr 01New 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 10% 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 (15% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk Market cap is less than US$100m (₹2.48b market cap, or US$29.8m).New Risk • Feb 20New 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 9.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (9.0% average weekly change). Market cap is less than US$100m (₹2.86b market cap, or US$34.5m).Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹162, the stock trades at a trailing P/E ratio of 28.2x. Average trailing P/E is 20x in the Forestry industry in India. Total returns to shareholders of 431% over the past three years.Reported Earnings • Feb 13Third quarter 2024 earnings released: EPS: ₹1.25 (vs ₹1.12 in 3Q 2023)Third quarter 2024 results: EPS: ₹1.25 (up from ₹1.12 in 3Q 2023). Revenue: ₹569.3m (up 19% from 3Q 2023). Net income: ₹18.8m (up 11% from 3Q 2023). Profit margin: 3.3% (down from 3.5% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 70% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Feb 02Airo Lam (NSE:AIROLAM) Knows How To Allocate CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Feb 02Airo Lam Limited's (NSE:AIROLAM) 26% Price Boost Is Out Of Tune With EarningsDespite an already strong run, Airo Lam Limited ( NSE:AIROLAM ) shares have been powering on, with a gain of 26% in the...Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₹169, the stock trades at a trailing P/E ratio of 30.2x. Average trailing P/E is 15x in the Forestry industry in India. Total returns to shareholders of 464% over the past three years.分析記事 • Jan 04We Ran A Stock Scan For Earnings Growth And Airo Lam (NSE:AIROLAM) Passed With EaseThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: ₹1.17 (vs ₹0.70 in 2Q 2023)Second quarter 2024 results: EPS: ₹1.17 (up from ₹0.70 in 2Q 2023). Revenue: ₹505.4m (up 9.1% from 2Q 2023). Net income: ₹16.6m (up 59% from 2Q 2023). Profit margin: 3.3% (up from 2.2% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 65% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Nov 09These 4 Measures Indicate That Airo Lam (NSE:AIROLAM) Is Using Debt ExtensivelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Recent Insider Transactions • Oct 05Chairman & MD recently bought ₹509k worth of stockOn the 27th of September, Pravin Kumar Patel bought around 5k shares on-market at roughly ₹107 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth ₹991k. Pravin Kumar has been a buyer over the last 12 months, purchasing a net total of ₹4.5m worth in shares.Recent Insider Transactions • Sep 28Chairman & MD recently bought ₹980k worth of stockOn the 25th of September, Pravin Kumar Patel bought around 9k shares on-market at roughly ₹106 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth ₹991k. Pravin Kumar has been a buyer over the last 12 months, purchasing a net total of ₹3.9m worth in shares.Recent Insider Transactions • Sep 18Chairman & MD recently bought ₹991k worth of stockOn the 15th of September, Pravin Kumar Patel bought around 9k shares on-market at roughly ₹107 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth ₹1.7m. Pravin Kumar has been a buyer over the last 12 months, purchasing a net total of ₹3.0m worth in shares.Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: ₹1.75 (vs ₹1.09 in 1Q 2023)First quarter 2024 results: EPS: ₹1.75 (up from ₹1.09 in 1Q 2023). Revenue: ₹488.1m (down 2.6% from 1Q 2023). Net income: ₹26.2m (up 61% from 1Q 2023). Profit margin: 5.4% (up from 3.2% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 75% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improves as stock rises 35%After last week's 35% share price gain to ₹123, the stock trades at a trailing P/E ratio of 24.9x. Average trailing P/E is 9x in the Forestry industry in India. Total returns to shareholders of 455% over the past three years.New Risk • Aug 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (8.0% average weekly change). Market cap is less than US$100m (₹1.70b market cap, or US$20.6m).分析記事 • Aug 03Is Airo Lam (NSE:AIROLAM) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Recent Insider Transactions • Jun 29Chairman & MD recently bought ₹245k worth of stockOn the 26th of June, Pravin Kumar Patel bought around 3k shares on-market at roughly ₹81.61 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Pravin Kumar has been a buyer over the last 12 months, purchasing a net total of ₹322k worth in shares.分析記事 • May 13Here's Why We Think Airo Lam (NSE:AIROLAM) Might Deserve Your Attention TodayInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...分析記事 • Apr 06Airo Lam's (NSE:AIROLAM) Returns Have Hit A WallWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Recent Insider Transactions • Mar 12Whole-Time Director recently bought ₹58k worth of stockOn the 9th of March, Sureshkumar Patel bought around 800 shares on-market at roughly ₹72.50 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₹1.2m more in shares than they have sold in the last 12 months.Reported Earnings • Feb 09Third quarter 2023 earnings released: EPS: ₹1.12 (vs ₹1.22 in 3Q 2022)Third quarter 2023 results: EPS: ₹1.12 (down from ₹1.22 in 3Q 2022). Revenue: ₹479.5m (up 20% from 3Q 2022). Net income: ₹16.9m (down 8.0% from 3Q 2022). Profit margin: 3.5% (down from 4.6% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Dec 26Returns On Capital At Airo Lam (NSE:AIROLAM) Have Hit The BrakesThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...Valuation Update With 7 Day Price Move • Nov 21Investor sentiment deteriorated over the past weekAfter last week's 24% share price decline to ₹80.05, the stock trades at a trailing P/E ratio of 17.2x. Average trailing P/E is 13x in the Forestry industry in India. Total returns to shareholders of 223% over the past three years.分析記事 • Nov 17With EPS Growth And More, Airo Lam (NSE:AIROLAM) Makes An Interesting CaseThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: ₹0.70 (vs ₹0.95 in 2Q 2022)Second quarter 2023 results: EPS: ₹0.70 (down from ₹0.95 in 2Q 2022). Revenue: ₹463.2m (up 11% from 2Q 2022). Net income: ₹10.4m (down 27% from 2Q 2022). Profit margin: 2.2% (down from 3.4% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Independent Director Mehul Kumar Patel was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Oct 07Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₹101, the stock trades at a trailing P/E ratio of 23.2x. Average trailing P/E is 15x in the Forestry industry in India. Total returns to shareholders of 305% over the past three years.Valuation Update With 7 Day Price Move • Sep 20Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₹88.55, the stock trades at a trailing P/E ratio of 20.3x. Average trailing P/E is 15x in the Forestry industry in India. Total returns to shareholders of 230% over the past three years.Recent Insider Transactions • Sep 19Chairman & MD recently bought ₹77k worth of stockOn the 16th of September, Pravin Kumar Patel bought around 1k shares on-market at roughly ₹73.25 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth ₹218k. Pravin Kumar has been a buyer over the last 12 months, purchasing a net total of ₹203k worth in shares.分析記事 • Aug 24We Think Airo Lam (NSE:AIROLAM) Is Taking Some Risk With Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Recent Insider Transactions • Jun 29Chairman & MD recently bought ₹51k worth of stockOn the 24th of June, Pravin Kumar Patel bought around 830 shares on-market at roughly ₹61.89 per share. In the last 3 months, there was an even bigger purchase from another insider worth ₹133k. Pravin Kumar has been a buyer over the last 12 months, purchasing a net total of ₹126k worth in shares.Recent Insider Transactions • Jun 21Non Executive Director recently bought ₹133k worth of stockOn the 17th of June, Hardik Kumar Patel bought around 2k shares on-market at roughly ₹63.38 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₹221k more in shares than they have sold in the last 12 months.Reported Earnings • Jun 04Full year 2022 earnings released: EPS: ₹4.37 (vs ₹3.64 in FY 2021)Full year 2022 results: EPS: ₹4.37 (up from ₹3.64 in FY 2021). Revenue: ₹1.70b (up 27% from FY 2021). Net income: ₹65.6m (up 20% from FY 2021). Profit margin: 3.9% (down from 4.1% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Independent Director Mehul Kumar Patel was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹77.95, the stock trades at a trailing P/E ratio of 20x. Average trailing P/E is 11x in the Forestry industry in India. Total returns to shareholders of 144% over the past three years.Board Change • Apr 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Independent Director Mehul Kumar Patel was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Mar 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Independent Director Mehul Kumar Patel 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.分析記事 • Feb 15We Think Airo Lam (NSE:AIROLAM) Is Taking Some Risk With Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Jan 21I Ran A Stock Scan For Earnings Growth And Airo Lam (NSE:AIROLAM) Passed With EaseSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...分析記事 • Dec 31Some Investors May Be Worried About Airo Lam's (NSE:AIROLAM) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...Valuation Update With 7 Day Price Move • Dec 31Investor sentiment improved over the past weekAfter last week's 32% share price gain to ₹79.90, the stock trades at a trailing P/E ratio of 20.5x. Average trailing P/E is 11x in the Forestry industry in India. Total returns to shareholders of 130% over the past three years.分析記事 • Nov 08We Think Airo Lam (NSE:AIROLAM) Is Taking Some Risk With Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Nov 07First half 2022 earnings releasedThe company reported a mediocre first half result with flat earnings, revenues and profit margins. First half 2022 results: Revenue: (flat on 1H 2021). Net income: (flat on 1H 2021). Profit margin: (in line with 1H 2021). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 20Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₹70.65, the stock trades at a trailing P/E ratio of 19.4x. Average trailing P/E is 15x in the Forestry industry in India. Total returns to shareholders of 103% over the past three years.分析記事 • Sep 24If You Like EPS Growth Then Check Out Airo Lam (NSE:AIROLAM) Before It's Too LateSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...Valuation Update With 7 Day Price Move • Sep 24Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₹60.00, the stock trades at a trailing P/E ratio of 16.5x. Average trailing P/E is 14x in the Forestry industry in India. Total returns to shareholders of 67% over the past three years.Valuation Update With 7 Day Price Move • Aug 30Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₹54.00, the stock trades at a trailing P/E ratio of 14.8x. Average trailing P/E is 14x in the Forestry industry in India. Total returns to shareholders of 39% over the past three years.分析記事 • Aug 26Estimating The Intrinsic Value Of Airo Lam Limited (NSE:AIROLAM)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Airo Lam Limited...Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹45.70, the stock trades at a trailing P/E ratio of 12.6x. Average trailing P/E is 22x in the Forestry industry in India. Total returns to shareholders of 14% over the past three years.Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improved over the past weekAfter last week's 23% share price gain to ₹43.00, the stock trades at a trailing P/E ratio of 11.8x. Average trailing P/E is 18x in the Forestry industry in India. Total returns to shareholders of 13% over the past three years.分析記事 • Jul 05Here's Why Airo Lam (NSE:AIROLAM) Has A Meaningful Debt BurdenWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Valuation Update With 7 Day Price Move • Jun 14Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₹29.65, the stock trades at a trailing P/E ratio of 9.3x. Average trailing P/E is 16x in the Forestry industry in India. Total loss to shareholders of 29% over the past three years.分析記事 • Jun 01Is Now The Time To Put Airo Lam (NSE:AIROLAM) On Your Watchlist?Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...Valuation Update With 7 Day Price Move • Apr 14Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₹22.70, the stock trades at a trailing P/E ratio of 7.1x. Average trailing P/E is 18x in the Forestry industry in India. Total loss to shareholders of 47% over the past three years.分析記事 • Feb 16Will Weakness in Airo Lam Limited's (NSE:AIROLAM) Stock Prove Temporary Given Strong Fundamentals?Airo Lam (NSE:AIROLAM) has had a rough month with its share price down 6.5%. However, stock prices are usually driven...Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹31.00, the stock is trading at a trailing P/E ratio of 9.7x, up from the previous P/E ratio of 8.4x. This compares to an average P/E of 11x in the Forestry industry in India. Total return to shareholders over the past three years is a loss of 39%.分析記事 • Jan 10If You Like EPS Growth Then Check Out Airo Lam (NSE:AIROLAM) Before It's Too LateFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Nov 18Is Airo Lam Limited's (NSE:AIROLAM) Stock's Recent Performance Being Led By Its Attractive Financial Prospects?Airo Lam (NSE:AIROLAM) has had a great run on the share market with its stock up by a significant 24% over the last...Is New 90 Day High Low • Nov 02New 90-day high: ₹26.50The company is up 21% from its price of ₹21.90 on 04 August 2020. The Indian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 6.0% over the same period.Is New 90 Day High Low • Oct 05New 90-day high: ₹26.00The company is up 24% from its price of ₹21.00 on 29 June 2020. The Indian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 3.0% over the same period.お知らせ • Sep 01Airo Lam Limited (NSEI:AIROLAM) agreed to acquire a 49% stake in Airolam Asia Pacific Co. Ltd. for THB 0.98 million.Airo Lam Limited (NSEI:AIROLAM) agreed to acquire a 49% stake in Airolam Asia Pacific Co. Ltd. for THB 0.98 million on August 29, 2020. Under the term, Airo Lam Limited will acquire 9,800 shares of Airolam Asia Pacific at THB 100 per share. The transaction was approved by the board of directors of Airo Lam Limited. No approval of any governmental regulatory is required for the acquisition.収支内訳Airo Lam の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NSEI:AIROLAM 収益、費用、利益 ( )INR Millions日付収益収益G+A経費研究開発費31 Mar 262,43255140031 Dec 252,40378260030 Sep 252,25774261030 Jun 252,15619143031 Mar 252,14227260031 Dec 242,09016266030 Sep 242,11824228030 Jun 242,10073136031 Mar 242,06478249031 Dec 232,07786203030 Sep 231,98584207030 Jun 231,94378115031 Mar 231,99574202031 Dec 221,97168180030 Sep 221,85970175030 Jun 221,81873170031 Mar 221,68965170031 Dec 211,61962111030 Sep 211,64559118030 Jun 211,49157110031 Mar 211,33655108031 Dec 201,20352111030 Sep 201,07149121030 Jun 201,06848125031 Mar 201,06648128031 Dec 191,09848124030 Sep 191,13047114030 Jun 191,12745112031 Mar 191,12342110031 Dec 181,03741107030 Sep 189524083030 Jun 189423679031 Mar 189323396031 Mar 177091990031 Mar 16638171320質の高い収益: AIROLAMは 高品質の収益 を持っています。利益率の向上: AIROLAMの現在の純利益率 (2.3%)は、昨年(1.3%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: AIROLAMの収益は過去 5 年間で年間5.6%減少しました。成長の加速: AIROLAMの過去 1 年間の収益成長率 ( 103.9% ) は、5 年間の平均 ( 年間-5.6%を上回っています。収益対業界: AIROLAMの過去 1 年間の収益成長率 ( 103.9% ) はForestry業界-12%を上回りました。株主資本利益率高いROE: AIROLAMの 自己資本利益率 ( 6.8% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health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2026/06/19 15:07終値2026/06/19 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Airo Lam Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
Reported Earnings • May 29Full year 2026 earnings released: EPS: ₹3.50 (vs ₹1.80 in FY 2025)Full year 2026 results: EPS: ₹3.50 (up from ₹1.80 in FY 2025). Revenue: ₹2.45b (up 14% from FY 2025). Net income: ₹55.1m (up 104% from FY 2025). Profit margin: 2.3% (up from 1.3% in FY 2025). 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 only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • May 23Airo Lam Limited to Report Q4, 2026 Results on May 27, 2026Airo Lam Limited announced that they will report Q4, 2026 results on May 27, 2026
Reported Earnings • Feb 13Third quarter 2026 earnings released: EPS: ₹0.93 (vs ₹0.73 in 3Q 2025)Third quarter 2026 results: EPS: ₹0.93 (up from ₹0.73 in 3Q 2025). Revenue: ₹699.4m (up 30% from 3Q 2025). Net income: ₹14.0m (up 28% from 3Q 2025). Profit margin: 2.0% (in line with 3Q 2025). 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 9% per year, which means it is well ahead of earnings.
お知らせ • Feb 04Airo Lam Limited to Report Q3, 2026 Results on Feb 11, 2026Airo Lam Limited announced that they will report Q3, 2026 results on Feb 11, 2026
Reported Earnings • Nov 18Second quarter 2026 earnings released: EPS: ₹1.58 (vs ₹2.16 loss in 2Q 2025)Second quarter 2026 results: EPS: ₹1.58 (up from ₹2.16 loss in 2Q 2025). Revenue: ₹618.4m (up 19% from 2Q 2025). Net income: ₹24.6m (up ₹57.0m from 2Q 2025). Profit margin: 4.0% (up from net loss in 2Q 2025). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: ₹0.82 (vs ₹1.38 in 1Q 2025)First quarter 2026 results: EPS: ₹0.82 (down from ₹1.38 in 1Q 2025). Revenue: ₹540.7m (up 3.4% from 1Q 2025). Net income: ₹12.3m (down 41% from 1Q 2025). Profit margin: 2.3% (down from 4.0% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
Reported Earnings • May 29Full year 2026 earnings released: EPS: ₹3.50 (vs ₹1.80 in FY 2025)Full year 2026 results: EPS: ₹3.50 (up from ₹1.80 in FY 2025). Revenue: ₹2.45b (up 14% from FY 2025). Net income: ₹55.1m (up 104% from FY 2025). Profit margin: 2.3% (up from 1.3% in FY 2025). 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 only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • May 23Airo Lam Limited to Report Q4, 2026 Results on May 27, 2026Airo Lam Limited announced that they will report Q4, 2026 results on May 27, 2026
Reported Earnings • Feb 13Third quarter 2026 earnings released: EPS: ₹0.93 (vs ₹0.73 in 3Q 2025)Third quarter 2026 results: EPS: ₹0.93 (up from ₹0.73 in 3Q 2025). Revenue: ₹699.4m (up 30% from 3Q 2025). Net income: ₹14.0m (up 28% from 3Q 2025). Profit margin: 2.0% (in line with 3Q 2025). 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 9% per year, which means it is well ahead of earnings.
お知らせ • Feb 04Airo Lam Limited to Report Q3, 2026 Results on Feb 11, 2026Airo Lam Limited announced that they will report Q3, 2026 results on Feb 11, 2026
Reported Earnings • Nov 18Second quarter 2026 earnings released: EPS: ₹1.58 (vs ₹2.16 loss in 2Q 2025)Second quarter 2026 results: EPS: ₹1.58 (up from ₹2.16 loss in 2Q 2025). Revenue: ₹618.4m (up 19% from 2Q 2025). Net income: ₹24.6m (up ₹57.0m from 2Q 2025). Profit margin: 4.0% (up from net loss in 2Q 2025). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Sep 01Airo Lam Limited, Annual General Meeting, Sep 25, 2025Airo Lam Limited, Annual General Meeting, Sep 25, 2025, at 15:00 Indian Standard Time. Location: survey no. 355, nananpur rd., n.h. no. 8, village- dalpur, ta. prantij, gujarat- 383120., prantij India
Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: ₹0.82 (vs ₹1.38 in 1Q 2025)First quarter 2026 results: EPS: ₹0.82 (down from ₹1.38 in 1Q 2025). Revenue: ₹540.7m (up 3.4% from 1Q 2025). Net income: ₹12.3m (down 41% from 1Q 2025). Profit margin: 2.3% (down from 4.0% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
New Risk • Jun 28New major risk - Revenue and earnings growthEarnings have declined by 0.8% 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 (1.6x net interest cover). Earnings have declined by 0.8% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.8% average weekly change). Profit margins are more than 30% lower than last year (1.2% net profit margin). Market cap is less than US$100m (₹1.73b market cap, or US$20.2m).
New Risk • Jun 10New 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 8.3% 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 Interest payments are not well covered by earnings (1.7x net interest cover). Minor Risks Share price has been volatile over the past 3 months (8.3% average weekly change). Profit margins are more than 30% lower than last year (0.8% net profit margin). Market cap is less than US$100m (₹1.90b market cap, or US$22.2m).
分析記事 • Feb 15There Are Reasons To Feel Uneasy About Airo Lam's (NSE:AIROLAM) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
New Risk • Feb 14New 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 Interest payments are not well covered by earnings (1.7x net interest cover). Share price has been highly volatile over the past 3 months (9.3% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (0.8% net profit margin). Market cap is less than US$100m (₹1.53b market cap, or US$17.6m).
Reported Earnings • Feb 14Third quarter 2025 earnings released: EPS: ₹0.73 (vs ₹1.25 in 3Q 2024)Third quarter 2025 results: EPS: ₹0.73 (down from ₹1.25 in 3Q 2024). Revenue: ₹542.1m (down 4.7% from 3Q 2024). Net income: ₹10.9m (down 42% from 3Q 2024). Profit margin: 2.0% (down from 3.3% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
New Risk • Dec 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.3x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Profit margins are more than 30% lower than last year (1.1% net profit margin). Market cap is less than US$100m (₹1.88b market cap, or US$22.1m).
分析記事 • Dec 14Is Airo Lam (NSE:AIROLAM) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Oct 31Second quarter 2025 earnings released: ₹2.16 loss per share (vs ₹1.17 profit in 2Q 2024)Second quarter 2025 results: ₹2.16 loss per share (down from ₹1.17 profit in 2Q 2024). Revenue: ₹517.2m (up 3.5% from 2Q 2024). Net loss: ₹32.4m (down 296% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
分析記事 • Oct 11Airo Lam Limited's (NSE:AIROLAM) Low P/E No Reason For ExcitementWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") above 34x, you may consider Airo...
お知らせ • Aug 07Airo Lam Limited, Annual General Meeting, Sep 03, 2024Airo Lam Limited, Annual General Meeting, Sep 03, 2024, at 15:00 Indian Standard Time. Location: survey no. 355, nananpur rd., n.h. no. 8, village- dalpur, ta. prantij, gujarat- 383120., prantij India
Reported Earnings • Aug 04First quarter 2025 earnings released: EPS: ₹1.38 (vs ₹1.75 in 1Q 2024)First quarter 2025 results: EPS: ₹1.38 (down from ₹1.75 in 1Q 2024). Revenue: ₹538.6m (up 11% from 1Q 2024). Net income: ₹20.7m (down 21% from 1Q 2024). Profit margin: 3.9% (down from 5.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Aug 01Investors Met With Slowing Returns on Capital At Airo Lam (NSE:AIROLAM)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Reported Earnings • May 29Full year 2024 earnings released: EPS: ₹5.23 (vs ₹4.93 in FY 2023)Full year 2024 results: EPS: ₹5.23 (up from ₹4.93 in FY 2023). Revenue: ₹2.08b (up 4.2% from FY 2023). Net income: ₹78.4m (up 6.0% from FY 2023). Profit margin: 3.8% (up from 3.7% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 77% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • May 09Here's Why Airo Lam (NSE:AIROLAM) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
New Risk • Apr 01New 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 10% 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 (15% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk Market cap is less than US$100m (₹2.48b market cap, or US$29.8m).
New Risk • Feb 20New 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 9.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (9.0% average weekly change). Market cap is less than US$100m (₹2.86b market cap, or US$34.5m).
Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹162, the stock trades at a trailing P/E ratio of 28.2x. Average trailing P/E is 20x in the Forestry industry in India. Total returns to shareholders of 431% over the past three years.
Reported Earnings • Feb 13Third quarter 2024 earnings released: EPS: ₹1.25 (vs ₹1.12 in 3Q 2023)Third quarter 2024 results: EPS: ₹1.25 (up from ₹1.12 in 3Q 2023). Revenue: ₹569.3m (up 19% from 3Q 2023). Net income: ₹18.8m (up 11% from 3Q 2023). Profit margin: 3.3% (down from 3.5% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 70% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Feb 02Airo Lam (NSE:AIROLAM) Knows How To Allocate CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Feb 02Airo Lam Limited's (NSE:AIROLAM) 26% Price Boost Is Out Of Tune With EarningsDespite an already strong run, Airo Lam Limited ( NSE:AIROLAM ) shares have been powering on, with a gain of 26% in the...
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₹169, the stock trades at a trailing P/E ratio of 30.2x. Average trailing P/E is 15x in the Forestry industry in India. Total returns to shareholders of 464% over the past three years.
分析記事 • Jan 04We Ran A Stock Scan For Earnings Growth And Airo Lam (NSE:AIROLAM) Passed With EaseThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: ₹1.17 (vs ₹0.70 in 2Q 2023)Second quarter 2024 results: EPS: ₹1.17 (up from ₹0.70 in 2Q 2023). Revenue: ₹505.4m (up 9.1% from 2Q 2023). Net income: ₹16.6m (up 59% from 2Q 2023). Profit margin: 3.3% (up from 2.2% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 65% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Nov 09These 4 Measures Indicate That Airo Lam (NSE:AIROLAM) Is Using Debt ExtensivelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Recent Insider Transactions • Oct 05Chairman & MD recently bought ₹509k worth of stockOn the 27th of September, Pravin Kumar Patel bought around 5k shares on-market at roughly ₹107 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth ₹991k. Pravin Kumar has been a buyer over the last 12 months, purchasing a net total of ₹4.5m worth in shares.
Recent Insider Transactions • Sep 28Chairman & MD recently bought ₹980k worth of stockOn the 25th of September, Pravin Kumar Patel bought around 9k shares on-market at roughly ₹106 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth ₹991k. Pravin Kumar has been a buyer over the last 12 months, purchasing a net total of ₹3.9m worth in shares.
Recent Insider Transactions • Sep 18Chairman & MD recently bought ₹991k worth of stockOn the 15th of September, Pravin Kumar Patel bought around 9k shares on-market at roughly ₹107 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth ₹1.7m. Pravin Kumar has been a buyer over the last 12 months, purchasing a net total of ₹3.0m worth in shares.
Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: ₹1.75 (vs ₹1.09 in 1Q 2023)First quarter 2024 results: EPS: ₹1.75 (up from ₹1.09 in 1Q 2023). Revenue: ₹488.1m (down 2.6% from 1Q 2023). Net income: ₹26.2m (up 61% from 1Q 2023). Profit margin: 5.4% (up from 3.2% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 75% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improves as stock rises 35%After last week's 35% share price gain to ₹123, the stock trades at a trailing P/E ratio of 24.9x. Average trailing P/E is 9x in the Forestry industry in India. Total returns to shareholders of 455% over the past three years.
New Risk • Aug 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (8.0% average weekly change). Market cap is less than US$100m (₹1.70b market cap, or US$20.6m).
分析記事 • Aug 03Is Airo Lam (NSE:AIROLAM) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Recent Insider Transactions • Jun 29Chairman & MD recently bought ₹245k worth of stockOn the 26th of June, Pravin Kumar Patel bought around 3k shares on-market at roughly ₹81.61 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Pravin Kumar has been a buyer over the last 12 months, purchasing a net total of ₹322k worth in shares.
分析記事 • May 13Here's Why We Think Airo Lam (NSE:AIROLAM) Might Deserve Your Attention TodayInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 • Apr 06Airo Lam's (NSE:AIROLAM) Returns Have Hit A WallWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Recent Insider Transactions • Mar 12Whole-Time Director recently bought ₹58k worth of stockOn the 9th of March, Sureshkumar Patel bought around 800 shares on-market at roughly ₹72.50 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₹1.2m more in shares than they have sold in the last 12 months.
Reported Earnings • Feb 09Third quarter 2023 earnings released: EPS: ₹1.12 (vs ₹1.22 in 3Q 2022)Third quarter 2023 results: EPS: ₹1.12 (down from ₹1.22 in 3Q 2022). Revenue: ₹479.5m (up 20% from 3Q 2022). Net income: ₹16.9m (down 8.0% from 3Q 2022). Profit margin: 3.5% (down from 4.6% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Dec 26Returns On Capital At Airo Lam (NSE:AIROLAM) Have Hit The BrakesThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment deteriorated over the past weekAfter last week's 24% share price decline to ₹80.05, the stock trades at a trailing P/E ratio of 17.2x. Average trailing P/E is 13x in the Forestry industry in India. Total returns to shareholders of 223% over the past three years.
分析記事 • Nov 17With EPS Growth And More, Airo Lam (NSE:AIROLAM) Makes An Interesting CaseThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: ₹0.70 (vs ₹0.95 in 2Q 2022)Second quarter 2023 results: EPS: ₹0.70 (down from ₹0.95 in 2Q 2022). Revenue: ₹463.2m (up 11% from 2Q 2022). Net income: ₹10.4m (down 27% from 2Q 2022). Profit margin: 2.2% (down from 3.4% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Independent Director Mehul Kumar Patel was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Oct 07Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₹101, the stock trades at a trailing P/E ratio of 23.2x. Average trailing P/E is 15x in the Forestry industry in India. Total returns to shareholders of 305% over the past three years.
Valuation Update With 7 Day Price Move • Sep 20Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₹88.55, the stock trades at a trailing P/E ratio of 20.3x. Average trailing P/E is 15x in the Forestry industry in India. Total returns to shareholders of 230% over the past three years.
Recent Insider Transactions • Sep 19Chairman & MD recently bought ₹77k worth of stockOn the 16th of September, Pravin Kumar Patel bought around 1k shares on-market at roughly ₹73.25 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth ₹218k. Pravin Kumar has been a buyer over the last 12 months, purchasing a net total of ₹203k worth in shares.
分析記事 • Aug 24We Think Airo Lam (NSE:AIROLAM) Is Taking Some Risk With Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Recent Insider Transactions • Jun 29Chairman & MD recently bought ₹51k worth of stockOn the 24th of June, Pravin Kumar Patel bought around 830 shares on-market at roughly ₹61.89 per share. In the last 3 months, there was an even bigger purchase from another insider worth ₹133k. Pravin Kumar has been a buyer over the last 12 months, purchasing a net total of ₹126k worth in shares.
Recent Insider Transactions • Jun 21Non Executive Director recently bought ₹133k worth of stockOn the 17th of June, Hardik Kumar Patel bought around 2k shares on-market at roughly ₹63.38 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₹221k more in shares than they have sold in the last 12 months.
Reported Earnings • Jun 04Full year 2022 earnings released: EPS: ₹4.37 (vs ₹3.64 in FY 2021)Full year 2022 results: EPS: ₹4.37 (up from ₹3.64 in FY 2021). Revenue: ₹1.70b (up 27% from FY 2021). Net income: ₹65.6m (up 20% from FY 2021). Profit margin: 3.9% (down from 4.1% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Independent Director Mehul Kumar Patel was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹77.95, the stock trades at a trailing P/E ratio of 20x. Average trailing P/E is 11x in the Forestry industry in India. Total returns to shareholders of 144% over the past three years.
Board Change • Apr 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Independent Director Mehul Kumar Patel was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Mar 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Independent Director Mehul Kumar Patel 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.
分析記事 • Feb 15We Think Airo Lam (NSE:AIROLAM) Is Taking Some Risk With Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Jan 21I Ran A Stock Scan For Earnings Growth And Airo Lam (NSE:AIROLAM) Passed With EaseSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
分析記事 • Dec 31Some Investors May Be Worried About Airo Lam's (NSE:AIROLAM) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
Valuation Update With 7 Day Price Move • Dec 31Investor sentiment improved over the past weekAfter last week's 32% share price gain to ₹79.90, the stock trades at a trailing P/E ratio of 20.5x. Average trailing P/E is 11x in the Forestry industry in India. Total returns to shareholders of 130% over the past three years.
分析記事 • Nov 08We Think Airo Lam (NSE:AIROLAM) Is Taking Some Risk With Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Nov 07First half 2022 earnings releasedThe company reported a mediocre first half result with flat earnings, revenues and profit margins. First half 2022 results: Revenue: (flat on 1H 2021). Net income: (flat on 1H 2021). Profit margin: (in line with 1H 2021). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 20Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₹70.65, the stock trades at a trailing P/E ratio of 19.4x. Average trailing P/E is 15x in the Forestry industry in India. Total returns to shareholders of 103% over the past three years.
分析記事 • Sep 24If You Like EPS Growth Then Check Out Airo Lam (NSE:AIROLAM) Before It's Too LateSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
Valuation Update With 7 Day Price Move • Sep 24Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₹60.00, the stock trades at a trailing P/E ratio of 16.5x. Average trailing P/E is 14x in the Forestry industry in India. Total returns to shareholders of 67% over the past three years.
Valuation Update With 7 Day Price Move • Aug 30Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₹54.00, the stock trades at a trailing P/E ratio of 14.8x. Average trailing P/E is 14x in the Forestry industry in India. Total returns to shareholders of 39% over the past three years.
分析記事 • Aug 26Estimating The Intrinsic Value Of Airo Lam Limited (NSE:AIROLAM)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Airo Lam Limited...
Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹45.70, the stock trades at a trailing P/E ratio of 12.6x. Average trailing P/E is 22x in the Forestry industry in India. Total returns to shareholders of 14% over the past three years.
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improved over the past weekAfter last week's 23% share price gain to ₹43.00, the stock trades at a trailing P/E ratio of 11.8x. Average trailing P/E is 18x in the Forestry industry in India. Total returns to shareholders of 13% over the past three years.
分析記事 • Jul 05Here's Why Airo Lam (NSE:AIROLAM) Has A Meaningful Debt BurdenWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Valuation Update With 7 Day Price Move • Jun 14Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₹29.65, the stock trades at a trailing P/E ratio of 9.3x. Average trailing P/E is 16x in the Forestry industry in India. Total loss to shareholders of 29% over the past three years.
分析記事 • Jun 01Is Now The Time To Put Airo Lam (NSE:AIROLAM) On Your Watchlist?Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₹22.70, the stock trades at a trailing P/E ratio of 7.1x. Average trailing P/E is 18x in the Forestry industry in India. Total loss to shareholders of 47% over the past three years.
分析記事 • Feb 16Will Weakness in Airo Lam Limited's (NSE:AIROLAM) Stock Prove Temporary Given Strong Fundamentals?Airo Lam (NSE:AIROLAM) has had a rough month with its share price down 6.5%. However, stock prices are usually driven...
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹31.00, the stock is trading at a trailing P/E ratio of 9.7x, up from the previous P/E ratio of 8.4x. This compares to an average P/E of 11x in the Forestry industry in India. Total return to shareholders over the past three years is a loss of 39%.
分析記事 • Jan 10If You Like EPS Growth Then Check Out Airo Lam (NSE:AIROLAM) Before It's Too LateFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • Nov 18Is Airo Lam Limited's (NSE:AIROLAM) Stock's Recent Performance Being Led By Its Attractive Financial Prospects?Airo Lam (NSE:AIROLAM) has had a great run on the share market with its stock up by a significant 24% over the last...
Is New 90 Day High Low • Nov 02New 90-day high: ₹26.50The company is up 21% from its price of ₹21.90 on 04 August 2020. The Indian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 6.0% over the same period.
Is New 90 Day High Low • Oct 05New 90-day high: ₹26.00The company is up 24% from its price of ₹21.00 on 29 June 2020. The Indian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 3.0% over the same period.
お知らせ • Sep 01Airo Lam Limited (NSEI:AIROLAM) agreed to acquire a 49% stake in Airolam Asia Pacific Co. Ltd. for THB 0.98 million.Airo Lam Limited (NSEI:AIROLAM) agreed to acquire a 49% stake in Airolam Asia Pacific Co. Ltd. for THB 0.98 million on August 29, 2020. Under the term, Airo Lam Limited will acquire 9,800 shares of Airolam Asia Pacific at THB 100 per share. The transaction was approved by the board of directors of Airo Lam Limited. No approval of any governmental regulatory is required for the acquisition.