View Future GrowthExcel Industries 過去の業績過去 基準チェック /16Excel Industriesの収益は年間平均-11.5%の割合で減少していますが、 Chemicals業界の収益は年間 増加しています。収益は年間6.7% 1.2%割合で 増加しています。 Excel Industriesの自己資本利益率は4.2%であり、純利益率は7.1%です。主要情報-11.54%収益成長率-11.54%EPS成長率Chemicals 業界の成長17.68%収益成長率1.20%株主資本利益率4.19%ネット・マージン7.14%次回の業績アップデート22 May 2026最近の業績更新お知らせ • May 11Excel Industries Limited to Report Fiscal Year 2026 Results on May 22, 2026Excel Industries Limited announced that they will report fiscal year 2026 results on May 22, 2026Reported Earnings • Feb 04Third quarter 2026 earnings released: EPS: ₹6.71 (vs ₹4.93 in 3Q 2025)Third quarter 2026 results: EPS: ₹6.71 (up from ₹4.93 in 3Q 2025). Revenue: ₹2.39b (up 22% from 3Q 2025). Net income: ₹84.4m (up 36% from 3Q 2025). Profit margin: 3.5% (up from 3.2% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% 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 • Jan 22Excel Industries Limited to Report Q3, 2026 Results on Feb 03, 2026Excel Industries Limited announced that they will report Q3, 2026 results on Feb 03, 2026分析記事 • Nov 19Weak Statutory Earnings May Not Tell The Whole Story For Excel Industries (NSE:EXCELINDUS)Last week's earnings announcement from Excel Industries Limited ( NSE:EXCELINDUS ) was disappointing to investors, with...Reported Earnings • Nov 12Second quarter 2026 earnings released: EPS: ₹16.85 (vs ₹28.39 in 2Q 2025)Second quarter 2026 results: EPS: ₹16.85 (down from ₹28.39 in 2Q 2025). Revenue: ₹2.78b (up 3.3% from 2Q 2025). Net income: ₹211.9m (down 41% from 2Q 2025). Profit margin: 7.6% (down from 13% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.お知らせ • Oct 24Excel Industries Limited to Report Q2, 2026 Final Results on Nov 11, 2025Excel Industries Limited announced that they will report Q2, 2026 final results on Nov 11, 2025すべての更新を表示Recent updatesお知らせ • May 11Excel Industries Limited to Report Fiscal Year 2026 Results on May 22, 2026Excel Industries Limited announced that they will report fiscal year 2026 results on May 22, 2026Reported Earnings • Feb 04Third quarter 2026 earnings released: EPS: ₹6.71 (vs ₹4.93 in 3Q 2025)Third quarter 2026 results: EPS: ₹6.71 (up from ₹4.93 in 3Q 2025). Revenue: ₹2.39b (up 22% from 3Q 2025). Net income: ₹84.4m (up 36% from 3Q 2025). Profit margin: 3.5% (up from 3.2% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% 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 • Jan 22Excel Industries Limited to Report Q3, 2026 Results on Feb 03, 2026Excel Industries Limited announced that they will report Q3, 2026 results on Feb 03, 2026分析記事 • Nov 19Weak Statutory Earnings May Not Tell The Whole Story For Excel Industries (NSE:EXCELINDUS)Last week's earnings announcement from Excel Industries Limited ( NSE:EXCELINDUS ) was disappointing to investors, with...Reported Earnings • Nov 12Second quarter 2026 earnings released: EPS: ₹16.85 (vs ₹28.39 in 2Q 2025)Second quarter 2026 results: EPS: ₹16.85 (down from ₹28.39 in 2Q 2025). Revenue: ₹2.78b (up 3.3% from 2Q 2025). Net income: ₹211.9m (down 41% from 2Q 2025). Profit margin: 7.6% (down from 13% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.お知らせ • Oct 24Excel Industries Limited to Report Q2, 2026 Final Results on Nov 11, 2025Excel Industries Limited announced that they will report Q2, 2026 final results on Nov 11, 2025Upcoming Dividend • Aug 07Upcoming dividend of ₹13.75 per shareEligible shareholders must have bought the stock before 14 August 2025. Payment date: 20 September 2025. Payout ratio is a comfortable 20% and the cash payout ratio is 95%. Trailing yield: 1.1%. Lower than top quartile of Indian dividend payers (1.3%). Higher than average of industry peers (0.7%).Reported Earnings • Jul 29Full year 2025 earnings released: EPS: ₹67.87 (vs ₹13.53 in FY 2024)Full year 2025 results: EPS: ₹67.87 (up from ₹13.53 in FY 2024). Revenue: ₹9.78b (up 18% from FY 2024). Net income: ₹853.1m (up 401% from FY 2024). Profit margin: 8.7% (up from 2.1% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Jul 28Excel Industries Limited to Report Q2, 2026 Results on Aug 08, 2025Excel Industries Limited announced that they will report Q2, 2026 results on Aug 08, 2025Reported Earnings • May 16Full year 2025 earnings released: EPS: ₹67.87 (vs ₹13.53 in FY 2024)Full year 2025 results: EPS: ₹67.87 (up from ₹13.53 in FY 2024). Revenue: ₹10.1b (up 22% from FY 2024). Net income: ₹853.1m (up 401% from FY 2024). Profit margin: 8.5% (up from 2.1% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • May 15+ 1 more updateExcel Industries Limited, Annual General Meeting, Aug 21, 2025Excel Industries Limited, Annual General Meeting, Aug 21, 2025, at 15:00 Indian Standard Time.お知らせ • May 01Excel Industries Limited to Report Fiscal Year 2025 Results on May 14, 2025Excel Industries Limited announced that they will report fiscal year 2025 results on May 14, 2025分析記事 • Apr 18Subdued Growth No Barrier To Excel Industries Limited (NSE:EXCELINDUS) With Shares Advancing 29%Those holding Excel Industries Limited ( NSE:EXCELINDUS ) shares would be relieved that the share price has rebounded...分析記事 • Feb 15Excel Industries Limited's (NSE:EXCELINDUS) 26% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatioTo the annoyance of some shareholders, Excel Industries Limited ( NSE:EXCELINDUS ) shares are down a considerable 26...分析記事 • Feb 15More Unpleasant Surprises Could Be In Store For Excel Industries Limited's (NSE:EXCELINDUS) Shares After Tumbling 26%Unfortunately for some shareholders, the Excel Industries Limited ( NSE:EXCELINDUS ) share price has dived 26% in the...Reported Earnings • Feb 11Third quarter 2025 earnings released: EPS: ₹4.93 (vs ₹2.13 in 3Q 2024)Third quarter 2025 results: EPS: ₹4.93 (up from ₹2.13 in 3Q 2024). Revenue: ₹1.96b (up 8.9% from 3Q 2024). Net income: ₹62.0m (up 132% from 3Q 2024). Profit margin: 3.2% (up from 1.5% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.New Risk • Feb 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 8.1% 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 Earnings have declined by 13% per year over the past 5 years. 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 (8.1% average weekly change). Significant insider selling over the past 3 months (₹31m sold).Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹1,323, the stock trades at a trailing P/E ratio of 21.8x. Average trailing P/E is 28x in the Chemicals industry in India. Total returns to shareholders of 40% over the past three years.お知らせ • Jan 15Excel Industries Limited to Report Q3, 2025 Results on Feb 07, 2025Excel Industries Limited announced that they will report Q3, 2025 results on Feb 07, 2025分析記事 • Nov 20Additional Considerations Required While Assessing Excel Industries' (NSE:EXCELINDUS) Strong EarningsExcel Industries Limited ( NSE:EXCELINDUS ) just reported some strong earnings, and the market reacted accordingly with...分析記事 • Nov 07Some Investors May Be Worried About Excel Industries' (NSE:EXCELINDUS) 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...Board Change • Oct 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Shekhar Khanolkar was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 09Excel Industries Limited Announces Demise of Mr. Atul G. Shroff, Non Executive - Non Independent DirectorExcel Industries Limited announced the sad demise of Mr. Atul G. Shroff (DIN: 00019645), Non Executive - Non Independent Director of the Company, on 08 October, 2024. Date of a cessation: With effect from 09 October, 2024. The Directors on the Board of the Company with effect from 09th October, 2024 are as follows: Mr. Ashwin C Shroff- Executive Chairman, Mr. Ravi A Shroff- Managing Director, Mr. Hrishit A Shroff- Executive Director, Dr. Meena Galliara-Non-Executive Independent Director, Mr. Ninad Gupte- Non-Executive Independent Director, Mr. Shekhar Khanolkar- Non-Executive Independent Director, Mr. Rajesh Varma- Non-Executive Independent Director, Mr. Vihang Virkar-Non-Executive Independent Director, Mr. Dinesh Kumar Bhagat- Non- Executive Nominee Director.お知らせ • Oct 08Excel Industries Limited to Report Q2, 2025 Results on Nov 12, 2024Excel Industries Limited announced that they will report Q2, 2025 results on Nov 12, 2024お知らせ • Sep 21Excel Industries Limited Approves Final Dividend for the Financial Year Ended 31 March, 2024Excel Industries Limited at its AGM held on September 19, 2024, approved to declare a final dividend of INR 5.50 per equity share for the financial year ended 31 March, 2024.Upcoming Dividend • Sep 05Upcoming dividend of ₹5.50 per shareEligible shareholders must have bought the stock before 12 September 2024. Payment date: 19 October 2024. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.0%). Lower than average of industry peers (0.6%).分析記事 • Sep 02Excel Industries (NSE:EXCELINDUS) Will Pay A Smaller Dividend Than Last YearExcel Industries Limited's ( NSE:EXCELINDUS ) dividend is being reduced from last year's payment covering the same...分析記事 • Aug 16Excel Industries (NSE:EXCELINDUS) Will Pay A Smaller Dividend Than Last YearExcel Industries Limited's ( NSE:EXCELINDUS ) dividend is being reduced from last year's payment covering the same...Declared Dividend • Aug 15Dividend reduced to ₹5.50Dividend of ₹5.50 is 51% lower than last year. Ex-date: 12th September 2024 Payment date: 19th October 2024 Dividend yield will be 0.4%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 3.9% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 55% to shift the payout ratio to a potentially unsustainable range, which is more than the 22% EPS decline seen over the last 5 years.お知らせ • Aug 12Excel Industries Limited, Annual General Meeting, Sep 19, 2024Excel Industries Limited, Annual General Meeting, Sep 19, 2024, at 15:00 Indian Standard Time.Reported Earnings • Aug 10First quarter 2025 earnings released: EPS: ₹24.68 (vs ₹4.67 in 1Q 2024)First quarter 2025 results: EPS: ₹24.68 (up from ₹4.67 in 1Q 2024). Revenue: ₹2.76b (up 29% from 1Q 2024). Net income: ₹310.2m (up 428% from 1Q 2024). Profit margin: 11% (up from 2.7% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.分析記事 • Aug 10Optimistic Investors Push Excel Industries Limited (NSE:EXCELINDUS) Shares Up 27% But Growth Is LackingDespite an already strong run, Excel Industries Limited ( NSE:EXCELINDUS ) shares have been powering on, with a gain of...お知らせ • Jul 16Excel Industries Limited to Report Q1, 2025 Results on Aug 09, 2024Excel Industries Limited announced that they will report Q1, 2025 results on Aug 09, 2024Reported Earnings • May 25Full year 2024 earnings released: EPS: ₹13.53 (vs ₹63.59 in FY 2023)Full year 2024 results: EPS: ₹13.53 (down from ₹63.59 in FY 2023). Revenue: ₹8.59b (down 21% from FY 2023). Net income: ₹170.1m (down 79% from FY 2023). Profit margin: 2.0% (down from 7.3% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 33% 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 25Excel Industries Limited Recommends Dividend for the Financial Year 2023-24Excel Industries Limited at its board meeting held on May 24, 2024 recommended a dividend of INR 5.50/- (110%) per equity share of the face value of INR 5/- each for the financial year 2023-24, subject to the approval of the shareholders at the upcoming Annual General Meeting (AGM) of the Company.分析記事 • May 22Revenues Not Telling The Story For Excel Industries Limited (NSE:EXCELINDUS) After Shares Rise 25%The Excel Industries Limited ( NSE:EXCELINDUS ) share price has done very well over the last month, posting an...Buy Or Sell Opportunity • Apr 25Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to ₹1,007. The fair value is estimated to be ₹809, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years. Earnings per share has declined by 16%.お知らせ • Apr 17Excel Industries Limited to Report Q4, 2024 Results on May 24, 2024Excel Industries Limited announced that they will report Q4, 2024 results on May 24, 2024分析記事 • Apr 05Excel Industries Limited's (NSE:EXCELINDUS) Business Is Trailing The Industry But Its Shares Aren'tWith a median price-to-sales (or "P/S") ratio of close to 1.5x in the Chemicals industry in India, you could be...分析記事 • Mar 14Calculating The Intrinsic Value Of Excel Industries Limited (NSE:EXCELINDUS)Key Insights Using the 2 Stage Free Cash Flow to Equity, Excel Industries fair value estimate is ₹800 Current share...Reported Earnings • Feb 13Third quarter 2024 earnings released: EPS: ₹2.13 (vs ₹14.86 in 3Q 2023)Third quarter 2024 results: EPS: ₹2.13 (down from ₹14.86 in 3Q 2023). Revenue: ₹1.80b (down 19% from 3Q 2023). Net income: ₹26.8m (down 86% from 3Q 2023). Profit margin: 1.5% (down from 8.4% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 16% 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 • Feb 09Excel Industries Limited Announces Resignation of N. R. Kannan as Chief Executive Officer, Effective June 30, 2024Excel Industries Limited announced that Mr. N. R. Kannan, Chief Executive Officer, has tendered his resignation vide letter dated February 08th, 2024 citing personal and family reasons. He will continue to serve the Company in his current position till 30th June, 2024.お知らせ • Oct 05Excel Industries Limited to Report Q2, 2024 Results on Nov 08, 2023Excel Industries Limited announced that they will report Q2, 2024 results on Nov 08, 2023お知らせ • Sep 16Excel Industries Limited Declares Final Dividend for the Financial Year Ended 31 March, 2023Excel Industries Limited at its AGM held on September 14, 2023, declared a final dividend of INR 11.25 per equity share for the financial year ended 31st March, 2023.Upcoming Dividend • Aug 31Upcoming dividend of ₹11.25 per share at 1.2% yieldEligible shareholders must have bought the stock before 07 September 2023. Payment date: 14 October 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (0.8%).New Risk • Aug 13New major risk - Revenue and earnings growthEarnings have declined by 1.3% 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 Risk Earnings have declined by 1.3% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (5.0% net profit margin). Significant insider selling over the past 3 months (₹13m sold).Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: ₹4.67 (vs ₹29.47 in 1Q 2023)First quarter 2024 results: EPS: ₹4.67 (down from ₹29.47 in 1Q 2023). Revenue: ₹2.24b (down 32% from 1Q 2023). Net income: ₹58.8m (down 84% from 1Q 2023). Profit margin: 2.6% (down from 11% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 17% 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 • Aug 12Excel Industries Limited, Annual General Meeting, Sep 14, 2023Excel Industries Limited, Annual General Meeting, Sep 14, 2023, at 15:00 Indian Standard Time.お知らせ • Jul 18Excel Industries Limited to Report Q1, 2024 Results on Aug 11, 2023Excel Industries Limited announced that they will report Q1, 2024 results on Aug 11, 2023お知らせ • May 17Excel Industries Limited Recommends A Dividend for the Fiscal Year 2022-23The Board of Excel Industries Limited has recommended a dividend of INR 11.25/- (225%) per equity share of the face value of INR 5/- each for the fiscal year 2022-23, subject to the approval of the shareholders at the upcoming Annual General Meeting (AGM) of the Company. The dividend will be paid within 30 days of its declaration by the shareholders at the AGM. The date of AGM will be informed in due course.Reported Earnings • May 17Full year 2023 earnings released: EPS: ₹63.59 (vs ₹128 in FY 2022)Full year 2023 results: EPS: ₹63.59 (down from ₹128 in FY 2022). Revenue: ₹11.0b (down 6.4% from FY 2022). Net income: ₹799.4m (down 50% from FY 2022). Profit margin: 7.2% (down from 14% in FY 2022). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Buying Opportunity • May 15Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 2.8%. The fair value is estimated to be ₹1,158, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 27%.分析記事 • Apr 05Excel Industries' (NSE:EXCELINDUS) Returns On Capital Not Reflecting Well On The BusinessIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Buying Opportunity • Mar 10Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be ₹1,149, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 27%.Buying Opportunity • Feb 20Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be ₹1,194, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 27%.Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: ₹14.86 (vs ₹61.93 in 3Q 2022)Third quarter 2023 results: EPS: ₹14.86 (down from ₹61.93 in 3Q 2022). Revenue: ₹2.23b (down 36% from 3Q 2022). Net income: ₹186.8m (down 76% from 3Q 2022). Profit margin: 8.4% (down from 22% in 3Q 2022). The decrease in margin was driven by lower revenue. 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 11% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 19Excel Industries Limited to Report Q3, 2023 Results on Feb 10, 2023Excel Industries Limited announced that they will report Q3, 2023 results on Feb 10, 2023Board 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. 2 experienced directors. 10 highly experienced directors. President of Environment, Biotech Business & Corporate Services and Executive Director Hrishit Shroff was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Upcoming Dividend • Sep 08Upcoming dividend of ₹22.50 per shareEligible shareholders must have bought the stock before 15 September 2022. Payment date: 22 October 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.6%. Within top quartile of Indian dividend payers (1.6%). Higher than average of industry peers (0.7%).分析記事 • Aug 25We Ran A Stock Scan For Earnings Growth And Excel Industries (NSE:EXCELINDUS) Passed With EaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Reported Earnings • Aug 10First quarter 2023 earnings released: EPS: ₹29.47 (vs ₹17.04 in 1Q 2022)First quarter 2023 results: EPS: ₹29.47 (up from ₹17.04 in 1Q 2022). Revenue: ₹3.31b (up 43% from 1Q 2022). Net income: ₹370.5m (up 73% from 1Q 2022). Profit margin: 11% (up from 9.2% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹1,316, the stock trades at a trailing P/E ratio of 10x. Average trailing P/E is 18x in the Chemicals industry in India. Total returns to shareholders of 64% over the past three years.分析記事 • Jul 15Excel Industries (NSE:EXCELINDUS) Is Experiencing Growth In Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...Reported Earnings • May 30Full year 2022 earnings released: EPS: ₹128 (vs ₹56.55 in FY 2021)Full year 2022 results: EPS: ₹128 (up from ₹56.55 in FY 2021). Revenue: ₹11.8b (up 57% from FY 2021). Net income: ₹1.61b (up 127% from FY 2021). Profit margin: 14% (up from 9.5% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • May 11Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to ₹1,155, the stock trades at a trailing P/E ratio of 11.4x. Average trailing P/E is 18x in the Chemicals industry in India. Total returns to shareholders of 22% over the past three years.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment improved over the past weekAfter last week's 22% share price gain to ₹1,613, the stock trades at a trailing P/E ratio of 14.8x. Average trailing P/E is 17x in the Chemicals industry in India. Total returns to shareholders of 36% over the past three years.分析記事 • Feb 28Here's Why Excel Industries (NSE:EXCELINDUS) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Feb 15Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹61.93 (up from ₹20.80 in 3Q 2021). Revenue: ₹3.51b (up 64% from 3Q 2021). Net income: ₹778.5m (up 198% from 3Q 2021). Profit margin: 22% (up from 12% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₹1,161, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 20x in the Chemicals industry in India. Total returns to shareholders of 28% over the past three years.分析記事 • Feb 07Excel Industries' (NSE:EXCELINDUS) Returns Have Hit A WallIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Upcoming Dividend • Sep 09Upcoming dividend of ₹11.25 per shareEligible shareholders must have bought the stock before 16 September 2021. Payment date: 23 October 2021. Trailing yield: 1.0%. Lower than top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.7%).Executive Departure • Aug 26Additional Nominee Director Praveen Molri has left the companyOn the 20th of August, Praveen Molri's tenure as Additional Nominee Director ended after 1.5 years in the role. We don't have any record of a personal shareholding under Praveen's name. Praveen is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 4.04 years.Reported Earnings • Aug 18First quarter 2022 earnings released: EPS ₹17.04 (vs ₹6.54 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: ₹2.32b (up 74% from 1Q 2021). Net income: ₹214.3m (up 161% from 1Q 2021). Profit margin: 9.2% (up from 6.2% in 1Q 2021). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹1,241, the stock trades at a trailing P/E ratio of 20.6x. Average trailing P/E is 20x in the Chemicals industry in India. Negligible returns to shareholders over past three years.分析記事 • Jun 08Capital Allocation Trends At Excel Industries (NSE:EXCELINDUS) Aren't IdealWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Reported Earnings • May 30Full year 2021 earnings released: EPS ₹56.55 (vs ₹76.43 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: ₹7.59b (up 7.9% from FY 2020). Net income: ₹710.9m (down 26% from FY 2020). Profit margin: 9.4% (down from 14% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • May 04Investor sentiment improved over the past weekAfter last week's 29% share price gain to ₹1,070, the stock trades at a trailing P/E ratio of 18x. Average trailing P/E is 19x in the Chemicals industry in India. Total loss to shareholders of 18% over the past three years.分析記事 • Mar 10The Trends At Excel Industries (NSE:EXCELINDUS) That You Should Know AboutIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Is New 90 Day High Low • Mar 08New 90-day high: ₹923The company is up 1.0% from its price of ₹911 on 08 December 2020. The Indian market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 9.0% over the same period.Reported Earnings • Feb 15Third quarter 2021 earnings released: EPS ₹20.80 (vs ₹12.91 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₹2.16b (up 32% from 3Q 2020). Net income: ₹261.5m (up 61% from 3Q 2020). Profit margin: 12% (up from 9.9% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.分析記事 • Feb 05Is Excel Industries Limited's (NSE:EXCELINDUS) Shareholder Ownership Skewed Towards Insiders?The big shareholder groups in Excel Industries Limited ( NSE:EXCELINDUS ) have power over the company. Large companies...分析記事 • Jan 14Excel Industries Limited (NSE:EXCELINDUS) Stock's Been Sliding But Fundamentals Look Decent: Will The Market Correct The Share Price In The Future?It is hard to get excited after looking at Excel Industries' (NSE:EXCELINDUS) recent performance, when its stock has...分析記事 • Dec 23Did You Participate In Any Of Excel Industries' (NSE:EXCELINDUS) Fantastic 271% Return ?When you buy a stock there is always a possibility that it could drop 100%. But on a lighter note, a good company can...Is New 90 Day High Low • Dec 22New 90-day low: ₹816The company is down 9.0% from its price of ₹898 on 23 September 2020. The Indian market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 16% over the same period.分析記事 • Dec 01Returns On Capital At Excel Industries (NSE:EXCELINDUS) Paint An Interesting PictureTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...Reported Earnings • Nov 07Second quarter 2021 earnings released: EPS ₹13.22The company reported a soft second quarter result with weaker earnings and profit margins, although revenues were improved. Second quarter 2021 results: Revenue: ₹1.85b (up 2.1% from 2Q 2020). Net income: ₹166.1m (down 58% from 2Q 2020). Profit margin: 9.0% (down from 22% in 2Q 2020). The decrease in margin was driven by higher expenses.分析記事 • Oct 17What Type Of Shareholders Make Up Excel Industries Limited's (NSE:EXCELINDUS) Share Registry?A look at the shareholders of Excel Industries Limited (NSE:EXCELINDUS) can tell us which group is most powerful...収支内訳Excel Industries 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:EXCELINDUS 収益、費用、利益 ( )INR Millions日付収益収益G+A経費研究開発費31 Dec 2510,6117581,351030 Sep 2510,2407361,309030 Jun 2510,2278811,292031 Mar 259,7818531,243031 Dec 249,6387961,183030 Sep 249,4767611,170030 Jun 248,7684221,084031 Mar 248,2611701,078031 Dec 238,1871251,064030 Sep 238,6142851,051030 Jun 239,7534881,039031 Mar 2310,8987991,083031 Dec 2212,2841,2261,138030 Sep 2213,5601,8171,172030 Jun 2212,7491,7681,095031 Mar 2211,7801,6121,108031 Dec 2110,3201,3651,055030 Sep 218,9518481,000030 Jun 218,479843932031 Mar 217,495711937031 Dec 206,992635906030 Sep 206,499536879030 Jun 206,465769841031 Mar 207,025961876031 Dec 197,2971,138857030 Sep 197,8781,377819030 Jun 198,1981,418813031 Mar 198,2521,535802031 Mar 185,988739781031 Mar 174,624200665031 Mar 164,4842605910質の高い収益: EXCELINDUSは 高品質の収益 を持っています。利益率の向上: EXCELINDUSの現在の純利益率 (7.1%)は、昨年(8.3%)よりも低くなっています。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: EXCELINDUSの収益は過去 5 年間で年間11.5%減少しました。成長の加速: EXCELINDUSは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: EXCELINDUSは過去 1 年間で収益成長率がマイナス ( -4.8% ) となったため、 Chemicals業界平均 ( 10.4% ) と比較することが困難です。株主資本利益率高いROE: EXCELINDUSの 自己資本利益率 ( 4.2% ) 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2026/05/21 06:24終値2026/05/21 00:00収益2025/12/31年間収益2025/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Excel Industries 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。2 アナリスト機関Kameswari V. S. ChavaliFirstCall ResearchNaveed MD.FirstCall Research
お知らせ • May 11Excel Industries Limited to Report Fiscal Year 2026 Results on May 22, 2026Excel Industries Limited announced that they will report fiscal year 2026 results on May 22, 2026
Reported Earnings • Feb 04Third quarter 2026 earnings released: EPS: ₹6.71 (vs ₹4.93 in 3Q 2025)Third quarter 2026 results: EPS: ₹6.71 (up from ₹4.93 in 3Q 2025). Revenue: ₹2.39b (up 22% from 3Q 2025). Net income: ₹84.4m (up 36% from 3Q 2025). Profit margin: 3.5% (up from 3.2% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% 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 • Jan 22Excel Industries Limited to Report Q3, 2026 Results on Feb 03, 2026Excel Industries Limited announced that they will report Q3, 2026 results on Feb 03, 2026
分析記事 • Nov 19Weak Statutory Earnings May Not Tell The Whole Story For Excel Industries (NSE:EXCELINDUS)Last week's earnings announcement from Excel Industries Limited ( NSE:EXCELINDUS ) was disappointing to investors, with...
Reported Earnings • Nov 12Second quarter 2026 earnings released: EPS: ₹16.85 (vs ₹28.39 in 2Q 2025)Second quarter 2026 results: EPS: ₹16.85 (down from ₹28.39 in 2Q 2025). Revenue: ₹2.78b (up 3.3% from 2Q 2025). Net income: ₹211.9m (down 41% from 2Q 2025). Profit margin: 7.6% (down from 13% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 24Excel Industries Limited to Report Q2, 2026 Final Results on Nov 11, 2025Excel Industries Limited announced that they will report Q2, 2026 final results on Nov 11, 2025
お知らせ • May 11Excel Industries Limited to Report Fiscal Year 2026 Results on May 22, 2026Excel Industries Limited announced that they will report fiscal year 2026 results on May 22, 2026
Reported Earnings • Feb 04Third quarter 2026 earnings released: EPS: ₹6.71 (vs ₹4.93 in 3Q 2025)Third quarter 2026 results: EPS: ₹6.71 (up from ₹4.93 in 3Q 2025). Revenue: ₹2.39b (up 22% from 3Q 2025). Net income: ₹84.4m (up 36% from 3Q 2025). Profit margin: 3.5% (up from 3.2% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% 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 • Jan 22Excel Industries Limited to Report Q3, 2026 Results on Feb 03, 2026Excel Industries Limited announced that they will report Q3, 2026 results on Feb 03, 2026
分析記事 • Nov 19Weak Statutory Earnings May Not Tell The Whole Story For Excel Industries (NSE:EXCELINDUS)Last week's earnings announcement from Excel Industries Limited ( NSE:EXCELINDUS ) was disappointing to investors, with...
Reported Earnings • Nov 12Second quarter 2026 earnings released: EPS: ₹16.85 (vs ₹28.39 in 2Q 2025)Second quarter 2026 results: EPS: ₹16.85 (down from ₹28.39 in 2Q 2025). Revenue: ₹2.78b (up 3.3% from 2Q 2025). Net income: ₹211.9m (down 41% from 2Q 2025). Profit margin: 7.6% (down from 13% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 24Excel Industries Limited to Report Q2, 2026 Final Results on Nov 11, 2025Excel Industries Limited announced that they will report Q2, 2026 final results on Nov 11, 2025
Upcoming Dividend • Aug 07Upcoming dividend of ₹13.75 per shareEligible shareholders must have bought the stock before 14 August 2025. Payment date: 20 September 2025. Payout ratio is a comfortable 20% and the cash payout ratio is 95%. Trailing yield: 1.1%. Lower than top quartile of Indian dividend payers (1.3%). Higher than average of industry peers (0.7%).
Reported Earnings • Jul 29Full year 2025 earnings released: EPS: ₹67.87 (vs ₹13.53 in FY 2024)Full year 2025 results: EPS: ₹67.87 (up from ₹13.53 in FY 2024). Revenue: ₹9.78b (up 18% from FY 2024). Net income: ₹853.1m (up 401% from FY 2024). Profit margin: 8.7% (up from 2.1% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Jul 28Excel Industries Limited to Report Q2, 2026 Results on Aug 08, 2025Excel Industries Limited announced that they will report Q2, 2026 results on Aug 08, 2025
Reported Earnings • May 16Full year 2025 earnings released: EPS: ₹67.87 (vs ₹13.53 in FY 2024)Full year 2025 results: EPS: ₹67.87 (up from ₹13.53 in FY 2024). Revenue: ₹10.1b (up 22% from FY 2024). Net income: ₹853.1m (up 401% from FY 2024). Profit margin: 8.5% (up from 2.1% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • May 15+ 1 more updateExcel Industries Limited, Annual General Meeting, Aug 21, 2025Excel Industries Limited, Annual General Meeting, Aug 21, 2025, at 15:00 Indian Standard Time.
お知らせ • May 01Excel Industries Limited to Report Fiscal Year 2025 Results on May 14, 2025Excel Industries Limited announced that they will report fiscal year 2025 results on May 14, 2025
分析記事 • Apr 18Subdued Growth No Barrier To Excel Industries Limited (NSE:EXCELINDUS) With Shares Advancing 29%Those holding Excel Industries Limited ( NSE:EXCELINDUS ) shares would be relieved that the share price has rebounded...
分析記事 • Feb 15Excel Industries Limited's (NSE:EXCELINDUS) 26% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatioTo the annoyance of some shareholders, Excel Industries Limited ( NSE:EXCELINDUS ) shares are down a considerable 26...
分析記事 • Feb 15More Unpleasant Surprises Could Be In Store For Excel Industries Limited's (NSE:EXCELINDUS) Shares After Tumbling 26%Unfortunately for some shareholders, the Excel Industries Limited ( NSE:EXCELINDUS ) share price has dived 26% in the...
Reported Earnings • Feb 11Third quarter 2025 earnings released: EPS: ₹4.93 (vs ₹2.13 in 3Q 2024)Third quarter 2025 results: EPS: ₹4.93 (up from ₹2.13 in 3Q 2024). Revenue: ₹1.96b (up 8.9% from 3Q 2024). Net income: ₹62.0m (up 132% from 3Q 2024). Profit margin: 3.2% (up from 1.5% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
New Risk • Feb 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 8.1% 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 Earnings have declined by 13% per year over the past 5 years. 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 (8.1% average weekly change). Significant insider selling over the past 3 months (₹31m sold).
Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹1,323, the stock trades at a trailing P/E ratio of 21.8x. Average trailing P/E is 28x in the Chemicals industry in India. Total returns to shareholders of 40% over the past three years.
お知らせ • Jan 15Excel Industries Limited to Report Q3, 2025 Results on Feb 07, 2025Excel Industries Limited announced that they will report Q3, 2025 results on Feb 07, 2025
分析記事 • Nov 20Additional Considerations Required While Assessing Excel Industries' (NSE:EXCELINDUS) Strong EarningsExcel Industries Limited ( NSE:EXCELINDUS ) just reported some strong earnings, and the market reacted accordingly with...
分析記事 • Nov 07Some Investors May Be Worried About Excel Industries' (NSE:EXCELINDUS) 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...
Board Change • Oct 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Shekhar Khanolkar was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 09Excel Industries Limited Announces Demise of Mr. Atul G. Shroff, Non Executive - Non Independent DirectorExcel Industries Limited announced the sad demise of Mr. Atul G. Shroff (DIN: 00019645), Non Executive - Non Independent Director of the Company, on 08 October, 2024. Date of a cessation: With effect from 09 October, 2024. The Directors on the Board of the Company with effect from 09th October, 2024 are as follows: Mr. Ashwin C Shroff- Executive Chairman, Mr. Ravi A Shroff- Managing Director, Mr. Hrishit A Shroff- Executive Director, Dr. Meena Galliara-Non-Executive Independent Director, Mr. Ninad Gupte- Non-Executive Independent Director, Mr. Shekhar Khanolkar- Non-Executive Independent Director, Mr. Rajesh Varma- Non-Executive Independent Director, Mr. Vihang Virkar-Non-Executive Independent Director, Mr. Dinesh Kumar Bhagat- Non- Executive Nominee Director.
お知らせ • Oct 08Excel Industries Limited to Report Q2, 2025 Results on Nov 12, 2024Excel Industries Limited announced that they will report Q2, 2025 results on Nov 12, 2024
お知らせ • Sep 21Excel Industries Limited Approves Final Dividend for the Financial Year Ended 31 March, 2024Excel Industries Limited at its AGM held on September 19, 2024, approved to declare a final dividend of INR 5.50 per equity share for the financial year ended 31 March, 2024.
Upcoming Dividend • Sep 05Upcoming dividend of ₹5.50 per shareEligible shareholders must have bought the stock before 12 September 2024. Payment date: 19 October 2024. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.0%). Lower than average of industry peers (0.6%).
分析記事 • Sep 02Excel Industries (NSE:EXCELINDUS) Will Pay A Smaller Dividend Than Last YearExcel Industries Limited's ( NSE:EXCELINDUS ) dividend is being reduced from last year's payment covering the same...
分析記事 • Aug 16Excel Industries (NSE:EXCELINDUS) Will Pay A Smaller Dividend Than Last YearExcel Industries Limited's ( NSE:EXCELINDUS ) dividend is being reduced from last year's payment covering the same...
Declared Dividend • Aug 15Dividend reduced to ₹5.50Dividend of ₹5.50 is 51% lower than last year. Ex-date: 12th September 2024 Payment date: 19th October 2024 Dividend yield will be 0.4%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 3.9% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 55% to shift the payout ratio to a potentially unsustainable range, which is more than the 22% EPS decline seen over the last 5 years.
お知らせ • Aug 12Excel Industries Limited, Annual General Meeting, Sep 19, 2024Excel Industries Limited, Annual General Meeting, Sep 19, 2024, at 15:00 Indian Standard Time.
Reported Earnings • Aug 10First quarter 2025 earnings released: EPS: ₹24.68 (vs ₹4.67 in 1Q 2024)First quarter 2025 results: EPS: ₹24.68 (up from ₹4.67 in 1Q 2024). Revenue: ₹2.76b (up 29% from 1Q 2024). Net income: ₹310.2m (up 428% from 1Q 2024). Profit margin: 11% (up from 2.7% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
分析記事 • Aug 10Optimistic Investors Push Excel Industries Limited (NSE:EXCELINDUS) Shares Up 27% But Growth Is LackingDespite an already strong run, Excel Industries Limited ( NSE:EXCELINDUS ) shares have been powering on, with a gain of...
お知らせ • Jul 16Excel Industries Limited to Report Q1, 2025 Results on Aug 09, 2024Excel Industries Limited announced that they will report Q1, 2025 results on Aug 09, 2024
Reported Earnings • May 25Full year 2024 earnings released: EPS: ₹13.53 (vs ₹63.59 in FY 2023)Full year 2024 results: EPS: ₹13.53 (down from ₹63.59 in FY 2023). Revenue: ₹8.59b (down 21% from FY 2023). Net income: ₹170.1m (down 79% from FY 2023). Profit margin: 2.0% (down from 7.3% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 33% 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 25Excel Industries Limited Recommends Dividend for the Financial Year 2023-24Excel Industries Limited at its board meeting held on May 24, 2024 recommended a dividend of INR 5.50/- (110%) per equity share of the face value of INR 5/- each for the financial year 2023-24, subject to the approval of the shareholders at the upcoming Annual General Meeting (AGM) of the Company.
分析記事 • May 22Revenues Not Telling The Story For Excel Industries Limited (NSE:EXCELINDUS) After Shares Rise 25%The Excel Industries Limited ( NSE:EXCELINDUS ) share price has done very well over the last month, posting an...
Buy Or Sell Opportunity • Apr 25Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to ₹1,007. The fair value is estimated to be ₹809, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years. Earnings per share has declined by 16%.
お知らせ • Apr 17Excel Industries Limited to Report Q4, 2024 Results on May 24, 2024Excel Industries Limited announced that they will report Q4, 2024 results on May 24, 2024
分析記事 • Apr 05Excel Industries Limited's (NSE:EXCELINDUS) Business Is Trailing The Industry But Its Shares Aren'tWith a median price-to-sales (or "P/S") ratio of close to 1.5x in the Chemicals industry in India, you could be...
分析記事 • Mar 14Calculating The Intrinsic Value Of Excel Industries Limited (NSE:EXCELINDUS)Key Insights Using the 2 Stage Free Cash Flow to Equity, Excel Industries fair value estimate is ₹800 Current share...
Reported Earnings • Feb 13Third quarter 2024 earnings released: EPS: ₹2.13 (vs ₹14.86 in 3Q 2023)Third quarter 2024 results: EPS: ₹2.13 (down from ₹14.86 in 3Q 2023). Revenue: ₹1.80b (down 19% from 3Q 2023). Net income: ₹26.8m (down 86% from 3Q 2023). Profit margin: 1.5% (down from 8.4% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 16% 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 • Feb 09Excel Industries Limited Announces Resignation of N. R. Kannan as Chief Executive Officer, Effective June 30, 2024Excel Industries Limited announced that Mr. N. R. Kannan, Chief Executive Officer, has tendered his resignation vide letter dated February 08th, 2024 citing personal and family reasons. He will continue to serve the Company in his current position till 30th June, 2024.
お知らせ • Oct 05Excel Industries Limited to Report Q2, 2024 Results on Nov 08, 2023Excel Industries Limited announced that they will report Q2, 2024 results on Nov 08, 2023
お知らせ • Sep 16Excel Industries Limited Declares Final Dividend for the Financial Year Ended 31 March, 2023Excel Industries Limited at its AGM held on September 14, 2023, declared a final dividend of INR 11.25 per equity share for the financial year ended 31st March, 2023.
Upcoming Dividend • Aug 31Upcoming dividend of ₹11.25 per share at 1.2% yieldEligible shareholders must have bought the stock before 07 September 2023. Payment date: 14 October 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (0.8%).
New Risk • Aug 13New major risk - Revenue and earnings growthEarnings have declined by 1.3% 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 Risk Earnings have declined by 1.3% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (5.0% net profit margin). Significant insider selling over the past 3 months (₹13m sold).
Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: ₹4.67 (vs ₹29.47 in 1Q 2023)First quarter 2024 results: EPS: ₹4.67 (down from ₹29.47 in 1Q 2023). Revenue: ₹2.24b (down 32% from 1Q 2023). Net income: ₹58.8m (down 84% from 1Q 2023). Profit margin: 2.6% (down from 11% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 17% 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 • Aug 12Excel Industries Limited, Annual General Meeting, Sep 14, 2023Excel Industries Limited, Annual General Meeting, Sep 14, 2023, at 15:00 Indian Standard Time.
お知らせ • Jul 18Excel Industries Limited to Report Q1, 2024 Results on Aug 11, 2023Excel Industries Limited announced that they will report Q1, 2024 results on Aug 11, 2023
お知らせ • May 17Excel Industries Limited Recommends A Dividend for the Fiscal Year 2022-23The Board of Excel Industries Limited has recommended a dividend of INR 11.25/- (225%) per equity share of the face value of INR 5/- each for the fiscal year 2022-23, subject to the approval of the shareholders at the upcoming Annual General Meeting (AGM) of the Company. The dividend will be paid within 30 days of its declaration by the shareholders at the AGM. The date of AGM will be informed in due course.
Reported Earnings • May 17Full year 2023 earnings released: EPS: ₹63.59 (vs ₹128 in FY 2022)Full year 2023 results: EPS: ₹63.59 (down from ₹128 in FY 2022). Revenue: ₹11.0b (down 6.4% from FY 2022). Net income: ₹799.4m (down 50% from FY 2022). Profit margin: 7.2% (down from 14% in FY 2022). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • May 15Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 2.8%. The fair value is estimated to be ₹1,158, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 27%.
分析記事 • Apr 05Excel Industries' (NSE:EXCELINDUS) Returns On Capital Not Reflecting Well On The BusinessIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Buying Opportunity • Mar 10Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be ₹1,149, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 27%.
Buying Opportunity • Feb 20Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be ₹1,194, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 27%.
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: ₹14.86 (vs ₹61.93 in 3Q 2022)Third quarter 2023 results: EPS: ₹14.86 (down from ₹61.93 in 3Q 2022). Revenue: ₹2.23b (down 36% from 3Q 2022). Net income: ₹186.8m (down 76% from 3Q 2022). Profit margin: 8.4% (down from 22% in 3Q 2022). The decrease in margin was driven by lower revenue. 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 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 19Excel Industries Limited to Report Q3, 2023 Results on Feb 10, 2023Excel Industries Limited announced that they will report Q3, 2023 results on Feb 10, 2023
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. 2 experienced directors. 10 highly experienced directors. President of Environment, Biotech Business & Corporate Services and Executive Director Hrishit Shroff was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Upcoming Dividend • Sep 08Upcoming dividend of ₹22.50 per shareEligible shareholders must have bought the stock before 15 September 2022. Payment date: 22 October 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.6%. Within top quartile of Indian dividend payers (1.6%). Higher than average of industry peers (0.7%).
分析記事 • Aug 25We Ran A Stock Scan For Earnings Growth And Excel Industries (NSE:EXCELINDUS) Passed With EaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Reported Earnings • Aug 10First quarter 2023 earnings released: EPS: ₹29.47 (vs ₹17.04 in 1Q 2022)First quarter 2023 results: EPS: ₹29.47 (up from ₹17.04 in 1Q 2022). Revenue: ₹3.31b (up 43% from 1Q 2022). Net income: ₹370.5m (up 73% from 1Q 2022). Profit margin: 11% (up from 9.2% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹1,316, the stock trades at a trailing P/E ratio of 10x. Average trailing P/E is 18x in the Chemicals industry in India. Total returns to shareholders of 64% over the past three years.
分析記事 • Jul 15Excel Industries (NSE:EXCELINDUS) Is Experiencing Growth In Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Reported Earnings • May 30Full year 2022 earnings released: EPS: ₹128 (vs ₹56.55 in FY 2021)Full year 2022 results: EPS: ₹128 (up from ₹56.55 in FY 2021). Revenue: ₹11.8b (up 57% from FY 2021). Net income: ₹1.61b (up 127% from FY 2021). Profit margin: 14% (up from 9.5% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • May 11Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to ₹1,155, the stock trades at a trailing P/E ratio of 11.4x. Average trailing P/E is 18x in the Chemicals industry in India. Total returns to shareholders of 22% over the past three years.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment improved over the past weekAfter last week's 22% share price gain to ₹1,613, the stock trades at a trailing P/E ratio of 14.8x. Average trailing P/E is 17x in the Chemicals industry in India. Total returns to shareholders of 36% over the past three years.
分析記事 • Feb 28Here's Why Excel Industries (NSE:EXCELINDUS) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Feb 15Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹61.93 (up from ₹20.80 in 3Q 2021). Revenue: ₹3.51b (up 64% from 3Q 2021). Net income: ₹778.5m (up 198% from 3Q 2021). Profit margin: 22% (up from 12% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₹1,161, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 20x in the Chemicals industry in India. Total returns to shareholders of 28% over the past three years.
分析記事 • Feb 07Excel Industries' (NSE:EXCELINDUS) Returns Have Hit A WallIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Upcoming Dividend • Sep 09Upcoming dividend of ₹11.25 per shareEligible shareholders must have bought the stock before 16 September 2021. Payment date: 23 October 2021. Trailing yield: 1.0%. Lower than top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.7%).
Executive Departure • Aug 26Additional Nominee Director Praveen Molri has left the companyOn the 20th of August, Praveen Molri's tenure as Additional Nominee Director ended after 1.5 years in the role. We don't have any record of a personal shareholding under Praveen's name. Praveen is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 4.04 years.
Reported Earnings • Aug 18First quarter 2022 earnings released: EPS ₹17.04 (vs ₹6.54 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: ₹2.32b (up 74% from 1Q 2021). Net income: ₹214.3m (up 161% from 1Q 2021). Profit margin: 9.2% (up from 6.2% in 1Q 2021). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹1,241, the stock trades at a trailing P/E ratio of 20.6x. Average trailing P/E is 20x in the Chemicals industry in India. Negligible returns to shareholders over past three years.
分析記事 • Jun 08Capital Allocation Trends At Excel Industries (NSE:EXCELINDUS) Aren't IdealWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Reported Earnings • May 30Full year 2021 earnings released: EPS ₹56.55 (vs ₹76.43 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: ₹7.59b (up 7.9% from FY 2020). Net income: ₹710.9m (down 26% from FY 2020). Profit margin: 9.4% (down from 14% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • May 04Investor sentiment improved over the past weekAfter last week's 29% share price gain to ₹1,070, the stock trades at a trailing P/E ratio of 18x. Average trailing P/E is 19x in the Chemicals industry in India. Total loss to shareholders of 18% over the past three years.
分析記事 • Mar 10The Trends At Excel Industries (NSE:EXCELINDUS) That You Should Know AboutIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Is New 90 Day High Low • Mar 08New 90-day high: ₹923The company is up 1.0% from its price of ₹911 on 08 December 2020. The Indian market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 9.0% over the same period.
Reported Earnings • Feb 15Third quarter 2021 earnings released: EPS ₹20.80 (vs ₹12.91 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₹2.16b (up 32% from 3Q 2020). Net income: ₹261.5m (up 61% from 3Q 2020). Profit margin: 12% (up from 9.9% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
分析記事 • Feb 05Is Excel Industries Limited's (NSE:EXCELINDUS) Shareholder Ownership Skewed Towards Insiders?The big shareholder groups in Excel Industries Limited ( NSE:EXCELINDUS ) have power over the company. Large companies...
分析記事 • Jan 14Excel Industries Limited (NSE:EXCELINDUS) Stock's Been Sliding But Fundamentals Look Decent: Will The Market Correct The Share Price In The Future?It is hard to get excited after looking at Excel Industries' (NSE:EXCELINDUS) recent performance, when its stock has...
分析記事 • Dec 23Did You Participate In Any Of Excel Industries' (NSE:EXCELINDUS) Fantastic 271% Return ?When you buy a stock there is always a possibility that it could drop 100%. But on a lighter note, a good company can...
Is New 90 Day High Low • Dec 22New 90-day low: ₹816The company is down 9.0% from its price of ₹898 on 23 September 2020. The Indian market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 16% over the same period.
分析記事 • Dec 01Returns On Capital At Excel Industries (NSE:EXCELINDUS) Paint An Interesting PictureTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
Reported Earnings • Nov 07Second quarter 2021 earnings released: EPS ₹13.22The company reported a soft second quarter result with weaker earnings and profit margins, although revenues were improved. Second quarter 2021 results: Revenue: ₹1.85b (up 2.1% from 2Q 2020). Net income: ₹166.1m (down 58% from 2Q 2020). Profit margin: 9.0% (down from 22% in 2Q 2020). The decrease in margin was driven by higher expenses.
分析記事 • Oct 17What Type Of Shareholders Make Up Excel Industries Limited's (NSE:EXCELINDUS) Share Registry?A look at the shareholders of Excel Industries Limited (NSE:EXCELINDUS) can tell us which group is most powerful...