View Financial HealthIVP 配当と自社株買い配当金 基準チェック /36IVP配当を支払う会社であり、現在の利回りは0.57%で、収益によって十分にカバーされています。主要情報0.6%配当利回りn/aバイバック利回り総株主利回りn/a将来の配当利回りn/a配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向9%最近の配当と自社株買いの更新Declared Dividend • Jul 09Dividend of ₹1.00 announcedDividend of ₹1.00 is the same as last year. Ex-date: 24th July 2025 Payment date: 30th August 2025 Dividend yield will be 0.5%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (9% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. Earnings per share has grown by 30% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.分析記事 • Jul 23IVP's (NSE:IVP) Shareholders Will Receive A Smaller Dividend Than Last YearIVP Limited ( NSE:IVP ) has announced that on 7th of September, it will be paying a dividend of₹1.00, which a reduction...Declared Dividend • Jul 17Dividend of ₹1.00 announcedShareholders will receive a dividend of ₹1.00. Ex-date: 1st August 2024 Payment date: 7th September 2024 Dividend yield will be 0.5%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (2% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. Earnings per share has grown by 29% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Jul 27Upcoming dividend of ₹1.50 per share at 0.9% yieldEligible shareholders must have bought the stock before 03 August 2023. Payment date: 09 September 2023. Payout ratio is a comfortable 5.5% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.5%). In line with average of industry peers (0.9%).お知らせ • Jul 14IVP Limited Recommends Dividend for the Financial Year 2022-23IVP Limited announced to recommend payment of dividend for the Financial Year 2022-23 at INR 1.50 per Equity Share of INR 10 each and Annual General Meeting (AGM) to be held on 10th August, 2023. The Company has fixed 03rd August, 2023 as the "Cut-off Date/Record Date" for the purpose of determining the Members eligible to vote on the resolutions set out in the Notice of the AGM or to attend the AGM and for determining the Members eligible to receive dividend for the financial year 2022-23.分析記事 • Jul 17IVP's (NSE:IVP) Dividend Will Be Increased To ₹1.50IVP Limited's ( NSE:IVP ) dividend will be increasing from last year's payment of the same period to ₹1.50 on 27th of...すべての更新を表示Recent updatesお知らせ • May 13IVP Limited to Report Q4, 2026 Results on May 21, 2026IVP Limited announced that they will report Q4, 2026 results on May 21, 2026Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₹112, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 19x in the Chemicals industry in India. Total loss to shareholders of 7.3% over the past three years.Reported Earnings • Jan 30Third quarter 2026 earnings released: EPS: ₹4.48 (vs ₹1.84 in 3Q 2025)Third quarter 2026 results: EPS: ₹4.48 (up from ₹1.84 in 3Q 2025). Revenue: ₹1.46b (up 13% from 3Q 2025). Net income: ₹46.3m (up 145% from 3Q 2025). Profit margin: 3.2% (up from 1.5% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.分析記事 • Jan 24We Like These Underlying Return On Capital Trends At IVP (NSE:IVP)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...お知らせ • Jan 22IVP Limited to Report Q3, 2026 Results on Jan 29, 2026IVP Limited announced that they will report Q3, 2026 results on Jan 29, 2026Reported Earnings • Nov 06Second quarter 2026 earnings released: EPS: ₹3.87 (vs ₹2.09 in 2Q 2025)Second quarter 2026 results: EPS: ₹3.87 (up from ₹2.09 in 2Q 2025). Revenue: ₹1.48b (up 21% from 2Q 2025). Net income: ₹40.0m (up 85% from 2Q 2025). Profit margin: 2.7% (up from 1.8% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 37% 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 • Oct 23IVP Limited to Report Q2, 2026 Results on Nov 05, 2025IVP Limited announced that they will report Q2, 2026 results on Nov 05, 2025New Risk • Aug 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.7% Last year net profit margin: 2.7% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.3x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.3% average weekly change). Profit margins are more than 30% lower than last year (1.7% net profit margin). Market cap is less than US$100m (₹1.88b market cap, or US$21.6m).分析記事 • Jul 25It's Unlikely That IVP Limited's (NSE:IVP) CEO Will See A Huge Pay Rise This YearKey Insights IVP's Annual General Meeting to take place on 31st of July CEO Mandar Joshi's total compensation includes...お知らせ • Jul 22IVP Limited to Report Q1, 2026 Results on Jul 31, 2025IVP Limited announced that they will report Q1, 2026 results on Jul 31, 2025Reported Earnings • Jul 10Full year 2025 earnings released: EPS: ₹10.95 (vs ₹11.89 in FY 2024)Full year 2025 results: EPS: ₹10.95 (down from ₹11.89 in FY 2024). Revenue: ₹5.39b (down 1.3% from FY 2024). Net income: ₹113.1m (down 7.9% from FY 2024). Profit margin: 2.1% (in line with FY 2024). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Declared Dividend • Jul 09Dividend of ₹1.00 announcedDividend of ₹1.00 is the same as last year. Ex-date: 24th July 2025 Payment date: 30th August 2025 Dividend yield will be 0.5%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (9% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. Earnings per share has grown by 30% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Jul 08+ 1 more updateIVP Limited, Annual General Meeting, Jul 31, 2025IVP Limited, Annual General Meeting, Jul 31, 2025, at 11:00 Indian Standard Time. Location: mumbai marathi patrakar sangh, 2nd floor, patrakar bhavan, azad maidan, balshastri jambhekar, chowk, mahapalika marg, mumbai India分析記事 • Jul 02IVP (NSE:IVP) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • May 16Full year 2025 earnings released: EPS: ₹10.96 (vs ₹11.89 in FY 2024)Full year 2025 results: EPS: ₹10.96 (down from ₹11.89 in FY 2024). Revenue: ₹5.43b (flat on FY 2024). Net income: ₹113.1m (down 7.9% from FY 2024). Profit margin: 2.1% (in line with FY 2024). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.分析記事 • May 15We Like These Underlying Return On Capital Trends At IVP (NSE:IVP)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹196, the stock trades at a trailing P/E ratio of 16.6x. Average trailing P/E is 25x in the Chemicals industry in India. Total returns to shareholders of 21% over the past three years.New Risk • May 01New 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 8.5% 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 (2.8x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.5% average weekly change). Market cap is less than US$100m (₹1.68b market cap, or US$19.9m).分析記事 • Feb 19The Market Doesn't Like What It Sees From IVP Limited's (NSE:IVP) Earnings Yet As Shares Tumble 30%To the annoyance of some shareholders, IVP Limited ( NSE:IVP ) shares are down a considerable 30% in the last month...Valuation Update With 7 Day Price Move • Feb 18Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₹149, the stock trades at a trailing P/E ratio of 12.6x. Average trailing P/E is 25x in the Chemicals industry in India. Total loss to shareholders of 2.1% over the past three years.Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: ₹1.84 (vs ₹1.66 in 3Q 2024)Third quarter 2025 results: EPS: ₹1.84 (up from ₹1.66 in 3Q 2024). Revenue: ₹1.30b (up 6.6% from 3Q 2024). Net income: ₹18.9m (up 11% from 3Q 2024). Profit margin: 1.4% (in line with 3Q 2024). 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 16% per year, which means it is well ahead of earnings.分析記事 • Jan 25Returns On Capital Are Showing Encouraging Signs At IVP (NSE:IVP)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...お知らせ • Jan 23IVP Limited to Report Q3, 2025 Results on Jan 30, 2025IVP Limited announced that they will report Q3, 2025 results on Jan 30, 2025New Risk • Nov 19New 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 Interest payments are not well covered by earnings (2.9x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.0% average weekly change). Profit margins are more than 30% lower than last year (2.3% net profit margin). Market cap is less than US$100m (₹2.45b market cap, or US$29.0m).Valuation Update With 7 Day Price Move • Nov 18Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹198, the stock trades at a trailing P/E ratio of 16.9x. Average trailing P/E is 32x in the Chemicals industry in India. Total returns to shareholders of 66% over the past three years.Reported Earnings • Nov 12Second quarter 2025 earnings released: EPS: ₹2.09 (vs ₹4.49 in 2Q 2024)Second quarter 2025 results: EPS: ₹2.09 (down from ₹4.49 in 2Q 2024). Revenue: ₹1.23b (down 14% from 2Q 2024). Net income: ₹21.6m (down 53% from 2Q 2024). Profit margin: 1.8% (down from 3.3% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.お知らせ • Nov 05IVP Limited to Report Q2, 2025 Results on Nov 11, 2024IVP Limited announced that they will report Q2, 2025 results on Nov 11, 2024Valuation Update With 7 Day Price Move • Nov 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹242, the stock trades at a trailing P/E ratio of 17.2x. Average trailing P/E is 34x in the Chemicals industry in India. Total returns to shareholders of 109% over the past three years.Valuation Update With 7 Day Price Move • Oct 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹231, the stock trades at a trailing P/E ratio of 16.4x. Average trailing P/E is 35x in the Chemicals industry in India. Total returns to shareholders of 104% over the past three years.分析記事 • Oct 14Benign Growth For IVP Limited (NSE:IVP) Underpins Its Share PriceWith a price-to-earnings (or "P/E") ratio of 16.1x IVP Limited ( NSE:IVP ) may be sending very bullish signals at the...Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: ₹3.32 (vs ₹1.15 in 1Q 2024)First quarter 2025 results: EPS: ₹3.32 (up from ₹1.15 in 1Q 2024). Revenue: ₹1.39b (flat on 1Q 2024). Net income: ₹34.3m (up 188% from 1Q 2024). Profit margin: 2.5% (up from 0.9% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 08IVP Limited Announces Completion of Term of Amin Manekia as Independent Director, Effective August 11, 2024The Board of directors of IVP Limited in its meeting held on August 8, 2024 has approved the completion of the term of Mr. Amin Manekia (DIN: 00053745) as an Independent Director. As a result, Mr. Manekia will cease to act as a director of the company with effect from the closing hours on August 11, 2024.分析記事 • Aug 02Increases to IVP Limited's (NSE:IVP) CEO Compensation Might Cool off for nowKey Insights IVP will host its Annual General Meeting on 8th of August Total pay for CEO Mandar Joshi includes ₹19.9m...お知らせ • Jul 29IVP Limited to Report Q1, 2025 Results on Aug 08, 2024IVP Limited announced that they will report Q1, 2025 results on Aug 08, 2024分析記事 • Jul 23IVP's (NSE:IVP) Shareholders Will Receive A Smaller Dividend Than Last YearIVP Limited ( NSE:IVP ) has announced that on 7th of September, it will be paying a dividend of₹1.00, which a reduction...Declared Dividend • Jul 17Dividend of ₹1.00 announcedShareholders will receive a dividend of ₹1.00. Ex-date: 1st August 2024 Payment date: 7th September 2024 Dividend yield will be 0.5%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (2% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. Earnings per share has grown by 29% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Jul 16IVP Limited, Annual General Meeting, Aug 08, 2024IVP Limited, Annual General Meeting, Aug 08, 2024, at 11:00 Indian Standard Time. Location: the k r cama oriental institute, 136, mumbai samachar marg, opp. lion gate, mumbai-400001, mumbai India分析記事 • Jul 12Does IVP (NSE:IVP) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Valuation Update With 7 Day Price Move • Jul 08Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₹234, the stock trades at a trailing P/E ratio of 19.7x. Average trailing P/E is 35x in the Chemicals industry in India. Total returns to shareholders of 82% over the past three years.分析記事 • Jun 15IVP Limited's (NSE:IVP) Shares Leap 33% Yet They're Still Not Telling The Full StoryIVP Limited ( NSE:IVP ) shareholders have had their patience rewarded with a 33% share price jump in the last month...New Risk • Jun 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.6x net interest cover). 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 (8.2% average weekly change). Profit margins are more than 30% lower than last year (2.2% net profit margin). Market cap is less than US$100m (₹2.02b market cap, or US$24.2m).Valuation Update With 7 Day Price Move • Jun 13Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₹196, the stock trades at a trailing P/E ratio of 16.5x. Average trailing P/E is 32x in the Chemicals industry in India. Total returns to shareholders of 45% over the past three years.分析記事 • Jun 01We Think You Can Look Beyond IVP's (NSE:IVP) Lackluster EarningsSoft earnings didn't appear to concern IVP Limited's ( NSE:IVP ) shareholders over the last week. We think that the...分析記事 • May 31IVP (NSE:IVP) Is Looking To Continue Growing Its Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...New Risk • May 30New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.6x net interest cover). 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 (2.2% net profit margin). Market cap is less than US$100m (₹1.70b market cap, or US$20.4m).お知らせ • May 18IVP Limited to Report Q4, 2024 Results on May 23, 2024IVP Limited announced that they will report Q4, 2024 results on May 23, 2024Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₹188, the stock trades at a trailing P/E ratio of 12x. Average trailing P/E is 30x in the Chemicals industry in India. Total returns to shareholders of 80% over the past three years.分析記事 • Mar 07IVP Limited (NSE:IVP) Looks Inexpensive After Falling 25% But Perhaps Not Attractive EnoughIVP Limited ( NSE:IVP ) shareholders that were waiting for something to happen have been dealt a blow with a 25% share...Valuation Update With 7 Day Price Move • Feb 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹194, the stock trades at a trailing P/E ratio of 12.4x. Average trailing P/E is 30x in the Chemicals industry in India. Total returns to shareholders of 80% over the past three years.Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: ₹1.66 (vs ₹9.94 in 3Q 2023)Third quarter 2024 results: EPS: ₹1.66 (down from ₹9.94 in 3Q 2023). Revenue: ₹1.23b (down 21% from 3Q 2023). Net income: ₹17.1m (down 83% from 3Q 2023). Profit margin: 1.4% (down from 6.6% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 31IVP Limited to Report Q3, 2024 Results on Feb 09, 2024IVP Limited announced that they will report Q3, 2024 results on Feb 09, 2024分析記事 • Jan 06IVP Limited (NSE:IVP) Shares Fly 26% But Investors Aren't Buying For GrowthIVP Limited ( NSE:IVP ) shares have continued their recent momentum with a 26% gain in the last month alone. The annual...Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₹277, the stock trades at a trailing P/E ratio of 11.6x. Average trailing P/E is 31x in the Chemicals industry in India. Total returns to shareholders of 268% over the past three years.分析記事 • Dec 11IVP (NSE:IVP) Takes On Some Risk With Its Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Valuation Update With 7 Day Price Move • Dec 07Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹250, the stock trades at a trailing P/E ratio of 10.5x. Average trailing P/E is 28x in the Chemicals industry in India. Total returns to shareholders of 273% over the past three years.New Risk • Nov 22New 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 7.3% 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: Minor Risks High level of debt (70% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.3% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (₹2.20b market cap, or US$26.4m).Valuation Update With 7 Day Price Move • Nov 20Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹224, the stock trades at a trailing P/E ratio of 9.4x. Average trailing P/E is 28x in the Chemicals industry in India. Total returns to shareholders of 241% over the past three years.Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: ₹4.49 (vs ₹5.53 in 2Q 2023)Second quarter 2024 results: EPS: ₹4.49 (down from ₹5.53 in 2Q 2023). Revenue: ₹1.43b (down 15% from 2Q 2023). Net income: ₹46.4m (down 19% from 2Q 2023). Profit margin: 3.3% (down from 3.4% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 53% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹181, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 27x in the Chemicals industry in India. Total returns to shareholders of 348% over the past three years.分析記事 • Oct 31IVP (NSE:IVP) Knows How To Allocate Capital EffectivelyThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...お知らせ • Sep 14Ivp Limited Announces Resignation of Mrs. Vidya Shetty as Head of Human ResourceIVP Limited announced that Mrs. Vidya Shetty, Head of Human Resource (HR)(Senior Management personnel) of the Company has resigned from the services of the Company to pursue her professional interest outside the Company.The Company has on 13 September, 2023 has accepted her resignation.Valuation Update With 7 Day Price Move • Aug 17Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹139, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 25x in the Chemicals industry in India. Total returns to shareholders of 187% over the past three years.New Risk • Aug 11New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.8x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Market cap is less than US$100m (₹1.59b market cap, or US$19.2m).お知らせ • Aug 03IVP Limited to Report Q1, 2024 Results on Aug 10, 2023IVP Limited announced that they will report Q1, 2024 results on Aug 10, 2023Upcoming Dividend • Jul 27Upcoming dividend of ₹1.50 per share at 0.9% yieldEligible shareholders must have bought the stock before 03 August 2023. Payment date: 09 September 2023. Payout ratio is a comfortable 5.5% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.5%). In line with average of industry peers (0.9%).Reported Earnings • Jul 15Full year 2023 earnings released: EPS: ₹27.14 (vs ₹17.07 in FY 2022)Full year 2023 results: EPS: ₹27.14 (up from ₹17.07 in FY 2022). Revenue: ₹6.61b (up 19% from FY 2022). Net income: ₹280.2m (up 59% from FY 2022). Profit margin: 4.2% (up from 3.2% in FY 2022). Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 61% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 14IVP Limited Recommends Dividend for the Financial Year 2022-23IVP Limited announced to recommend payment of dividend for the Financial Year 2022-23 at INR 1.50 per Equity Share of INR 10 each and Annual General Meeting (AGM) to be held on 10th August, 2023. The Company has fixed 03rd August, 2023 as the "Cut-off Date/Record Date" for the purpose of determining the Members eligible to vote on the resolutions set out in the Notice of the AGM or to attend the AGM and for determining the Members eligible to receive dividend for the financial year 2022-23.お知らせ • Jul 13IVP Limited, Annual General Meeting, Aug 10, 2023IVP Limited, Annual General Meeting, Aug 10, 2023, at 11:00 Indian Standard Time. Location: M.C. Ghia hall, Bhogilal Hargovindas Building 4th Floor, 18/20 Kaikhushru Dubash Marg Mumbai India Agenda: To receive, consider and adopt the Audited Financial Statements of the Company for the financial year ended March 31, 2023 together with the reports of the Board of Directors and Auditors thereon; to declare final dividend on the equity shares for the financial year ended March 31, 2023; to appoint a director in place of Mr. Anwar Chauhan who retires by rotation and being eligible, offers himself for re-appointment; and to consider Ratification of Remuneration to the Cost Auditors.Reported Earnings • Apr 29Full year 2023 earnings released: EPS: ₹27.13 (vs ₹17.07 in FY 2022)Full year 2023 results: EPS: ₹27.13 (up from ₹17.07 in FY 2022). Revenue: ₹6.64b (up 19% from FY 2022). Net income: ₹280.2m (up 59% from FY 2022). Profit margin: 4.2% (up from 3.2% in FY 2022). Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 69% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 29Returns on Capital Paint A Bright Future For IVP (NSE:IVP)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 27%After last week's 27% share price gain to ₹170, the stock trades at a trailing P/E ratio of 6.6x. Average trailing P/E is 20x in the Chemicals industry in India. Total returns to shareholders of 393% over the past three years.Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: ₹9.94 (vs ₹6.18 in 3Q 2022)Third quarter 2023 results: EPS: ₹9.94 (up from ₹6.18 in 3Q 2022). Revenue: ₹1.56b (flat on 3Q 2022). Net income: ₹102.7m (up 61% from 3Q 2022). Profit margin: 6.6% (up from 4.1% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 02IVP Limited to Report Q3, 2023 Results on Feb 09, 2023IVP Limited announced that they will report Q3, 2023 results on Feb 09, 2023分析記事 • Dec 25We Think IVP (NSE:IVP) Is Taking Some Risk With Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Nov 11Second quarter 2023 earnings released: EPS: ₹5.53 (vs ₹3.57 in 2Q 2022)Second quarter 2023 results: EPS: ₹5.53 (up from ₹3.57 in 2Q 2022). Revenue: ₹1.68b (up 13% from 2Q 2022). Net income: ₹57.1m (up 55% from 2Q 2022). Profit margin: 3.4% (up from 2.5% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 17IVP's (NSE:IVP) Dividend Will Be Increased To ₹1.50IVP Limited's ( NSE:IVP ) dividend will be increasing from last year's payment of the same period to ₹1.50 on 27th of...Upcoming Dividend • Jul 13Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 20 July 2022. Payment date: 27 August 2022. Payout ratio is a comfortable 8.8% but the company is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.8%). In line with average of industry peers (0.8%).分析記事 • Jul 03IVP (NSE:IVP) Is Increasing Its Dividend To ₹1.50IVP Limited ( NSE:IVP ) will increase its dividend on the 27th of August to ₹1.50. This takes the annual payment to...Reported Earnings • Jul 02Full year 2022 earnings released: EPS: ₹17.07 (vs ₹4.36 in FY 2021)Full year 2022 results: EPS: ₹17.07 (up from ₹4.36 in FY 2021). Revenue: ₹5.57b (up 92% from FY 2021). Net income: ₹176.3m (up 292% from FY 2021). Profit margin: 3.2% (up from 1.6% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 28Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹172, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 17x in the Chemicals industry in India. Total returns to shareholders of 109% over the past three years.分析記事 • Jun 28IVP (NSE:IVP) Is Investing Its Capital With Increasing EfficiencyIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...分析記事 • May 20Is IVP (NSE:IVP) 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 • May 19Full year 2022 earnings released: EPS: ₹17.07 (vs ₹4.36 in FY 2021)Full year 2022 results: EPS: ₹17.07 (up from ₹4.36 in FY 2021). Revenue: ₹5.60b (up 93% from FY 2021). Net income: ₹176.3m (up 292% from FY 2021). Profit margin: 3.1% (up from 1.6% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹166, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 18x in the Chemicals industry in India. Total returns to shareholders of 66% over the past three years.Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹166, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 18x in the Chemicals industry in India. Total returns to shareholders of 31% over the past three years.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improved over the past weekAfter last week's 53% share price gain to ₹181, the stock trades at a trailing P/E ratio of 13.2x. Average trailing P/E is 20x in the Chemicals industry in India. Total returns to shareholders of 96% over the past three years.Reported Earnings • Feb 13Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹6.18 (up from ₹4.20 in 3Q 2021). Revenue: ₹1.57b (up 74% from 3Q 2021). Net income: ₹63.8m (up 47% from 3Q 2021). Profit margin: 4.1% (down from 4.8% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.分析記事 • Feb 11IVP (NSE:IVP) Takes On Some Risk With Its Use Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Nov 21We Think That There Are Issues Underlying IVP's (NSE:IVP) EarningsDespite posting some strong earnings, the market for IVP Limited's ( NSE:IVP ) stock hasn't moved much. We did some...Valuation Update With 7 Day Price Move • Aug 31Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹122, the stock trades at a trailing P/E ratio of 14.5x. Average trailing P/E is 17x in the Chemicals industry in India. Total loss to shareholders of 18% over the past three years.Executive Departure • Aug 04Non-Executive & Non-Independent Director Priya Ranjan has left the companyOn the 28th of July, Priya Ranjan's tenure as Non-Executive & Non-Independent Director ended after 3.5 years in the role. We don't have any record of a personal shareholding under Priya's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.83 years.分析記事 • Jul 21We Think Shareholders Are Less Likely To Approve A Large Pay Rise For IVP Limited's (NSE:IVP) CEO For NowIn the past three years, shareholders of IVP Limited ( NSE:IVP ) have seen a loss on their investment. Per share...Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹152, the stock trades at a trailing P/E ratio of 34.9x. Average trailing P/E is 21x in the Chemicals industry in India. Total loss to shareholders of 9.1% over the past three years.Upcoming Dividend • Jul 12Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 19 July 2021. Payment date: 27 August 2021. Trailing yield: 0.8%. Lower than top quartile of Indian dividend payers (1.5%). In line with average of industry peers (0.7%).Reported Earnings • Jul 06Full year 2021 earnings released: EPS ₹4.36 (vs ₹8.35 loss in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹2.90b (up 27% from FY 2020). Net income: ₹45.0m (up ₹131.2m from FY 2020). Profit margin: 1.6% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.Executive Departure • Jun 18Independent Director Nina Kapadia has left the companyOn the 11th of June, Nina Kapadia's tenure as Independent Director ended after 6.8 years in the role. We don't have any record of a personal shareholding under Nina's name. Nina is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.67 years.Reported Earnings • Jun 13Full year 2021 earnings released: EPS ₹4.35 (vs ₹8.35 loss in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹2.92b (up 28% from FY 2020). Net income: ₹45.0m (up ₹131.2m from FY 2020). Profit margin: 1.5% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.決済の安定と成長配当データの取得安定した配当: IVPの配当金支払いは、過去10年間 変動性 が高かった。増加する配当: IVPの配当金支払額は過去10年間減少しています。配当利回り対市場IVP 配当利回り対市場IVP 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (IVP)0.6%市場下位25% (IN)0.3%市場トップ25% (IN)1.5%業界平均 (Chemicals)0.8%アナリスト予想 (IVP) (最長3年)n/a注目すべき配当: IVPの配当金 ( 0.57% ) はIndian市場の配当金支払者の下位 25% ( 0.3% ) よりも高くなっています。高配当: IVPの配当金 ( 0.57% ) はIndian市場の配当金支払者の上位 25% ( 1.47% ) と比較すると低いです。株主への利益配当収益カバレッジ: IVP の配当性向 (9.1%) は低いため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: IVPは低い 現金配当性向 ( 16.5% ) であるため、配当金の支払いはキャッシュフローによって十分にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YIN 市場の強力な配当支払い企業。View Management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2026/05/22 07:07終値2026/05/22 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IVP 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。1 アナリスト機関Vijay MadunalaFirstCall Research
Declared Dividend • Jul 09Dividend of ₹1.00 announcedDividend of ₹1.00 is the same as last year. Ex-date: 24th July 2025 Payment date: 30th August 2025 Dividend yield will be 0.5%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (9% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. Earnings per share has grown by 30% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
分析記事 • Jul 23IVP's (NSE:IVP) Shareholders Will Receive A Smaller Dividend Than Last YearIVP Limited ( NSE:IVP ) has announced that on 7th of September, it will be paying a dividend of₹1.00, which a reduction...
Declared Dividend • Jul 17Dividend of ₹1.00 announcedShareholders will receive a dividend of ₹1.00. Ex-date: 1st August 2024 Payment date: 7th September 2024 Dividend yield will be 0.5%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (2% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. Earnings per share has grown by 29% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Jul 27Upcoming dividend of ₹1.50 per share at 0.9% yieldEligible shareholders must have bought the stock before 03 August 2023. Payment date: 09 September 2023. Payout ratio is a comfortable 5.5% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.5%). In line with average of industry peers (0.9%).
お知らせ • Jul 14IVP Limited Recommends Dividend for the Financial Year 2022-23IVP Limited announced to recommend payment of dividend for the Financial Year 2022-23 at INR 1.50 per Equity Share of INR 10 each and Annual General Meeting (AGM) to be held on 10th August, 2023. The Company has fixed 03rd August, 2023 as the "Cut-off Date/Record Date" for the purpose of determining the Members eligible to vote on the resolutions set out in the Notice of the AGM or to attend the AGM and for determining the Members eligible to receive dividend for the financial year 2022-23.
分析記事 • Jul 17IVP's (NSE:IVP) Dividend Will Be Increased To ₹1.50IVP Limited's ( NSE:IVP ) dividend will be increasing from last year's payment of the same period to ₹1.50 on 27th of...
お知らせ • May 13IVP Limited to Report Q4, 2026 Results on May 21, 2026IVP Limited announced that they will report Q4, 2026 results on May 21, 2026
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₹112, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 19x in the Chemicals industry in India. Total loss to shareholders of 7.3% over the past three years.
Reported Earnings • Jan 30Third quarter 2026 earnings released: EPS: ₹4.48 (vs ₹1.84 in 3Q 2025)Third quarter 2026 results: EPS: ₹4.48 (up from ₹1.84 in 3Q 2025). Revenue: ₹1.46b (up 13% from 3Q 2025). Net income: ₹46.3m (up 145% from 3Q 2025). Profit margin: 3.2% (up from 1.5% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
分析記事 • Jan 24We Like These Underlying Return On Capital Trends At IVP (NSE:IVP)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
お知らせ • Jan 22IVP Limited to Report Q3, 2026 Results on Jan 29, 2026IVP Limited announced that they will report Q3, 2026 results on Jan 29, 2026
Reported Earnings • Nov 06Second quarter 2026 earnings released: EPS: ₹3.87 (vs ₹2.09 in 2Q 2025)Second quarter 2026 results: EPS: ₹3.87 (up from ₹2.09 in 2Q 2025). Revenue: ₹1.48b (up 21% from 2Q 2025). Net income: ₹40.0m (up 85% from 2Q 2025). Profit margin: 2.7% (up from 1.8% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 37% 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 • Oct 23IVP Limited to Report Q2, 2026 Results on Nov 05, 2025IVP Limited announced that they will report Q2, 2026 results on Nov 05, 2025
New Risk • Aug 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.7% Last year net profit margin: 2.7% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.3x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.3% average weekly change). Profit margins are more than 30% lower than last year (1.7% net profit margin). Market cap is less than US$100m (₹1.88b market cap, or US$21.6m).
分析記事 • Jul 25It's Unlikely That IVP Limited's (NSE:IVP) CEO Will See A Huge Pay Rise This YearKey Insights IVP's Annual General Meeting to take place on 31st of July CEO Mandar Joshi's total compensation includes...
お知らせ • Jul 22IVP Limited to Report Q1, 2026 Results on Jul 31, 2025IVP Limited announced that they will report Q1, 2026 results on Jul 31, 2025
Reported Earnings • Jul 10Full year 2025 earnings released: EPS: ₹10.95 (vs ₹11.89 in FY 2024)Full year 2025 results: EPS: ₹10.95 (down from ₹11.89 in FY 2024). Revenue: ₹5.39b (down 1.3% from FY 2024). Net income: ₹113.1m (down 7.9% from FY 2024). Profit margin: 2.1% (in line with FY 2024). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Declared Dividend • Jul 09Dividend of ₹1.00 announcedDividend of ₹1.00 is the same as last year. Ex-date: 24th July 2025 Payment date: 30th August 2025 Dividend yield will be 0.5%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (9% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. Earnings per share has grown by 30% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 08+ 1 more updateIVP Limited, Annual General Meeting, Jul 31, 2025IVP Limited, Annual General Meeting, Jul 31, 2025, at 11:00 Indian Standard Time. Location: mumbai marathi patrakar sangh, 2nd floor, patrakar bhavan, azad maidan, balshastri jambhekar, chowk, mahapalika marg, mumbai India
分析記事 • Jul 02IVP (NSE:IVP) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • May 16Full year 2025 earnings released: EPS: ₹10.96 (vs ₹11.89 in FY 2024)Full year 2025 results: EPS: ₹10.96 (down from ₹11.89 in FY 2024). Revenue: ₹5.43b (flat on FY 2024). Net income: ₹113.1m (down 7.9% from FY 2024). Profit margin: 2.1% (in line with FY 2024). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
分析記事 • May 15We Like These Underlying Return On Capital Trends At IVP (NSE:IVP)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹196, the stock trades at a trailing P/E ratio of 16.6x. Average trailing P/E is 25x in the Chemicals industry in India. Total returns to shareholders of 21% over the past three years.
New Risk • May 01New 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 8.5% 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 (2.8x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.5% average weekly change). Market cap is less than US$100m (₹1.68b market cap, or US$19.9m).
分析記事 • Feb 19The Market Doesn't Like What It Sees From IVP Limited's (NSE:IVP) Earnings Yet As Shares Tumble 30%To the annoyance of some shareholders, IVP Limited ( NSE:IVP ) shares are down a considerable 30% in the last month...
Valuation Update With 7 Day Price Move • Feb 18Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₹149, the stock trades at a trailing P/E ratio of 12.6x. Average trailing P/E is 25x in the Chemicals industry in India. Total loss to shareholders of 2.1% over the past three years.
Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: ₹1.84 (vs ₹1.66 in 3Q 2024)Third quarter 2025 results: EPS: ₹1.84 (up from ₹1.66 in 3Q 2024). Revenue: ₹1.30b (up 6.6% from 3Q 2024). Net income: ₹18.9m (up 11% from 3Q 2024). Profit margin: 1.4% (in line with 3Q 2024). 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 16% per year, which means it is well ahead of earnings.
分析記事 • Jan 25Returns On Capital Are Showing Encouraging Signs At IVP (NSE:IVP)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
お知らせ • Jan 23IVP Limited to Report Q3, 2025 Results on Jan 30, 2025IVP Limited announced that they will report Q3, 2025 results on Jan 30, 2025
New Risk • Nov 19New 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 Interest payments are not well covered by earnings (2.9x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.0% average weekly change). Profit margins are more than 30% lower than last year (2.3% net profit margin). Market cap is less than US$100m (₹2.45b market cap, or US$29.0m).
Valuation Update With 7 Day Price Move • Nov 18Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹198, the stock trades at a trailing P/E ratio of 16.9x. Average trailing P/E is 32x in the Chemicals industry in India. Total returns to shareholders of 66% over the past three years.
Reported Earnings • Nov 12Second quarter 2025 earnings released: EPS: ₹2.09 (vs ₹4.49 in 2Q 2024)Second quarter 2025 results: EPS: ₹2.09 (down from ₹4.49 in 2Q 2024). Revenue: ₹1.23b (down 14% from 2Q 2024). Net income: ₹21.6m (down 53% from 2Q 2024). Profit margin: 1.8% (down from 3.3% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
お知らせ • Nov 05IVP Limited to Report Q2, 2025 Results on Nov 11, 2024IVP Limited announced that they will report Q2, 2025 results on Nov 11, 2024
Valuation Update With 7 Day Price Move • Nov 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹242, the stock trades at a trailing P/E ratio of 17.2x. Average trailing P/E is 34x in the Chemicals industry in India. Total returns to shareholders of 109% over the past three years.
Valuation Update With 7 Day Price Move • Oct 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹231, the stock trades at a trailing P/E ratio of 16.4x. Average trailing P/E is 35x in the Chemicals industry in India. Total returns to shareholders of 104% over the past three years.
分析記事 • Oct 14Benign Growth For IVP Limited (NSE:IVP) Underpins Its Share PriceWith a price-to-earnings (or "P/E") ratio of 16.1x IVP Limited ( NSE:IVP ) may be sending very bullish signals at the...
Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: ₹3.32 (vs ₹1.15 in 1Q 2024)First quarter 2025 results: EPS: ₹3.32 (up from ₹1.15 in 1Q 2024). Revenue: ₹1.39b (flat on 1Q 2024). Net income: ₹34.3m (up 188% from 1Q 2024). Profit margin: 2.5% (up from 0.9% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 08IVP Limited Announces Completion of Term of Amin Manekia as Independent Director, Effective August 11, 2024The Board of directors of IVP Limited in its meeting held on August 8, 2024 has approved the completion of the term of Mr. Amin Manekia (DIN: 00053745) as an Independent Director. As a result, Mr. Manekia will cease to act as a director of the company with effect from the closing hours on August 11, 2024.
分析記事 • Aug 02Increases to IVP Limited's (NSE:IVP) CEO Compensation Might Cool off for nowKey Insights IVP will host its Annual General Meeting on 8th of August Total pay for CEO Mandar Joshi includes ₹19.9m...
お知らせ • Jul 29IVP Limited to Report Q1, 2025 Results on Aug 08, 2024IVP Limited announced that they will report Q1, 2025 results on Aug 08, 2024
分析記事 • Jul 23IVP's (NSE:IVP) Shareholders Will Receive A Smaller Dividend Than Last YearIVP Limited ( NSE:IVP ) has announced that on 7th of September, it will be paying a dividend of₹1.00, which a reduction...
Declared Dividend • Jul 17Dividend of ₹1.00 announcedShareholders will receive a dividend of ₹1.00. Ex-date: 1st August 2024 Payment date: 7th September 2024 Dividend yield will be 0.5%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (2% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. Earnings per share has grown by 29% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 16IVP Limited, Annual General Meeting, Aug 08, 2024IVP Limited, Annual General Meeting, Aug 08, 2024, at 11:00 Indian Standard Time. Location: the k r cama oriental institute, 136, mumbai samachar marg, opp. lion gate, mumbai-400001, mumbai India
分析記事 • Jul 12Does IVP (NSE:IVP) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Valuation Update With 7 Day Price Move • Jul 08Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₹234, the stock trades at a trailing P/E ratio of 19.7x. Average trailing P/E is 35x in the Chemicals industry in India. Total returns to shareholders of 82% over the past three years.
分析記事 • Jun 15IVP Limited's (NSE:IVP) Shares Leap 33% Yet They're Still Not Telling The Full StoryIVP Limited ( NSE:IVP ) shareholders have had their patience rewarded with a 33% share price jump in the last month...
New Risk • Jun 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.6x net interest cover). 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 (8.2% average weekly change). Profit margins are more than 30% lower than last year (2.2% net profit margin). Market cap is less than US$100m (₹2.02b market cap, or US$24.2m).
Valuation Update With 7 Day Price Move • Jun 13Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₹196, the stock trades at a trailing P/E ratio of 16.5x. Average trailing P/E is 32x in the Chemicals industry in India. Total returns to shareholders of 45% over the past three years.
分析記事 • Jun 01We Think You Can Look Beyond IVP's (NSE:IVP) Lackluster EarningsSoft earnings didn't appear to concern IVP Limited's ( NSE:IVP ) shareholders over the last week. We think that the...
分析記事 • May 31IVP (NSE:IVP) Is Looking To Continue Growing Its Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
New Risk • May 30New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.6x net interest cover). 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 (2.2% net profit margin). Market cap is less than US$100m (₹1.70b market cap, or US$20.4m).
お知らせ • May 18IVP Limited to Report Q4, 2024 Results on May 23, 2024IVP Limited announced that they will report Q4, 2024 results on May 23, 2024
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₹188, the stock trades at a trailing P/E ratio of 12x. Average trailing P/E is 30x in the Chemicals industry in India. Total returns to shareholders of 80% over the past three years.
分析記事 • Mar 07IVP Limited (NSE:IVP) Looks Inexpensive After Falling 25% But Perhaps Not Attractive EnoughIVP Limited ( NSE:IVP ) shareholders that were waiting for something to happen have been dealt a blow with a 25% share...
Valuation Update With 7 Day Price Move • Feb 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹194, the stock trades at a trailing P/E ratio of 12.4x. Average trailing P/E is 30x in the Chemicals industry in India. Total returns to shareholders of 80% over the past three years.
Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: ₹1.66 (vs ₹9.94 in 3Q 2023)Third quarter 2024 results: EPS: ₹1.66 (down from ₹9.94 in 3Q 2023). Revenue: ₹1.23b (down 21% from 3Q 2023). Net income: ₹17.1m (down 83% from 3Q 2023). Profit margin: 1.4% (down from 6.6% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 31IVP Limited to Report Q3, 2024 Results on Feb 09, 2024IVP Limited announced that they will report Q3, 2024 results on Feb 09, 2024
分析記事 • Jan 06IVP Limited (NSE:IVP) Shares Fly 26% But Investors Aren't Buying For GrowthIVP Limited ( NSE:IVP ) shares have continued their recent momentum with a 26% gain in the last month alone. The annual...
Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₹277, the stock trades at a trailing P/E ratio of 11.6x. Average trailing P/E is 31x in the Chemicals industry in India. Total returns to shareholders of 268% over the past three years.
分析記事 • Dec 11IVP (NSE:IVP) Takes On Some Risk With Its Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Valuation Update With 7 Day Price Move • Dec 07Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹250, the stock trades at a trailing P/E ratio of 10.5x. Average trailing P/E is 28x in the Chemicals industry in India. Total returns to shareholders of 273% over the past three years.
New Risk • Nov 22New 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 7.3% 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: Minor Risks High level of debt (70% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.3% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (₹2.20b market cap, or US$26.4m).
Valuation Update With 7 Day Price Move • Nov 20Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹224, the stock trades at a trailing P/E ratio of 9.4x. Average trailing P/E is 28x in the Chemicals industry in India. Total returns to shareholders of 241% over the past three years.
Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: ₹4.49 (vs ₹5.53 in 2Q 2023)Second quarter 2024 results: EPS: ₹4.49 (down from ₹5.53 in 2Q 2023). Revenue: ₹1.43b (down 15% from 2Q 2023). Net income: ₹46.4m (down 19% from 2Q 2023). Profit margin: 3.3% (down from 3.4% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 53% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹181, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 27x in the Chemicals industry in India. Total returns to shareholders of 348% over the past three years.
分析記事 • Oct 31IVP (NSE:IVP) Knows How To Allocate Capital EffectivelyThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
お知らせ • Sep 14Ivp Limited Announces Resignation of Mrs. Vidya Shetty as Head of Human ResourceIVP Limited announced that Mrs. Vidya Shetty, Head of Human Resource (HR)(Senior Management personnel) of the Company has resigned from the services of the Company to pursue her professional interest outside the Company.The Company has on 13 September, 2023 has accepted her resignation.
Valuation Update With 7 Day Price Move • Aug 17Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹139, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 25x in the Chemicals industry in India. Total returns to shareholders of 187% over the past three years.
New Risk • Aug 11New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.8x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Market cap is less than US$100m (₹1.59b market cap, or US$19.2m).
お知らせ • Aug 03IVP Limited to Report Q1, 2024 Results on Aug 10, 2023IVP Limited announced that they will report Q1, 2024 results on Aug 10, 2023
Upcoming Dividend • Jul 27Upcoming dividend of ₹1.50 per share at 0.9% yieldEligible shareholders must have bought the stock before 03 August 2023. Payment date: 09 September 2023. Payout ratio is a comfortable 5.5% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.5%). In line with average of industry peers (0.9%).
Reported Earnings • Jul 15Full year 2023 earnings released: EPS: ₹27.14 (vs ₹17.07 in FY 2022)Full year 2023 results: EPS: ₹27.14 (up from ₹17.07 in FY 2022). Revenue: ₹6.61b (up 19% from FY 2022). Net income: ₹280.2m (up 59% from FY 2022). Profit margin: 4.2% (up from 3.2% in FY 2022). Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 61% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 14IVP Limited Recommends Dividend for the Financial Year 2022-23IVP Limited announced to recommend payment of dividend for the Financial Year 2022-23 at INR 1.50 per Equity Share of INR 10 each and Annual General Meeting (AGM) to be held on 10th August, 2023. The Company has fixed 03rd August, 2023 as the "Cut-off Date/Record Date" for the purpose of determining the Members eligible to vote on the resolutions set out in the Notice of the AGM or to attend the AGM and for determining the Members eligible to receive dividend for the financial year 2022-23.
お知らせ • Jul 13IVP Limited, Annual General Meeting, Aug 10, 2023IVP Limited, Annual General Meeting, Aug 10, 2023, at 11:00 Indian Standard Time. Location: M.C. Ghia hall, Bhogilal Hargovindas Building 4th Floor, 18/20 Kaikhushru Dubash Marg Mumbai India Agenda: To receive, consider and adopt the Audited Financial Statements of the Company for the financial year ended March 31, 2023 together with the reports of the Board of Directors and Auditors thereon; to declare final dividend on the equity shares for the financial year ended March 31, 2023; to appoint a director in place of Mr. Anwar Chauhan who retires by rotation and being eligible, offers himself for re-appointment; and to consider Ratification of Remuneration to the Cost Auditors.
Reported Earnings • Apr 29Full year 2023 earnings released: EPS: ₹27.13 (vs ₹17.07 in FY 2022)Full year 2023 results: EPS: ₹27.13 (up from ₹17.07 in FY 2022). Revenue: ₹6.64b (up 19% from FY 2022). Net income: ₹280.2m (up 59% from FY 2022). Profit margin: 4.2% (up from 3.2% in FY 2022). Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 69% per year, which means it is significantly lagging earnings growth.
分析記事 • Apr 29Returns on Capital Paint A Bright Future For IVP (NSE:IVP)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 27%After last week's 27% share price gain to ₹170, the stock trades at a trailing P/E ratio of 6.6x. Average trailing P/E is 20x in the Chemicals industry in India. Total returns to shareholders of 393% over the past three years.
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: ₹9.94 (vs ₹6.18 in 3Q 2022)Third quarter 2023 results: EPS: ₹9.94 (up from ₹6.18 in 3Q 2022). Revenue: ₹1.56b (flat on 3Q 2022). Net income: ₹102.7m (up 61% from 3Q 2022). Profit margin: 6.6% (up from 4.1% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 02IVP Limited to Report Q3, 2023 Results on Feb 09, 2023IVP Limited announced that they will report Q3, 2023 results on Feb 09, 2023
分析記事 • Dec 25We Think IVP (NSE:IVP) Is Taking Some Risk With Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Nov 11Second quarter 2023 earnings released: EPS: ₹5.53 (vs ₹3.57 in 2Q 2022)Second quarter 2023 results: EPS: ₹5.53 (up from ₹3.57 in 2Q 2022). Revenue: ₹1.68b (up 13% from 2Q 2022). Net income: ₹57.1m (up 55% from 2Q 2022). Profit margin: 3.4% (up from 2.5% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 17IVP's (NSE:IVP) Dividend Will Be Increased To ₹1.50IVP Limited's ( NSE:IVP ) dividend will be increasing from last year's payment of the same period to ₹1.50 on 27th of...
Upcoming Dividend • Jul 13Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 20 July 2022. Payment date: 27 August 2022. Payout ratio is a comfortable 8.8% but the company is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.8%). In line with average of industry peers (0.8%).
分析記事 • Jul 03IVP (NSE:IVP) Is Increasing Its Dividend To ₹1.50IVP Limited ( NSE:IVP ) will increase its dividend on the 27th of August to ₹1.50. This takes the annual payment to...
Reported Earnings • Jul 02Full year 2022 earnings released: EPS: ₹17.07 (vs ₹4.36 in FY 2021)Full year 2022 results: EPS: ₹17.07 (up from ₹4.36 in FY 2021). Revenue: ₹5.57b (up 92% from FY 2021). Net income: ₹176.3m (up 292% from FY 2021). Profit margin: 3.2% (up from 1.6% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 28Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹172, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 17x in the Chemicals industry in India. Total returns to shareholders of 109% over the past three years.
分析記事 • Jun 28IVP (NSE:IVP) Is Investing Its Capital With Increasing EfficiencyIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
分析記事 • May 20Is IVP (NSE:IVP) 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 • May 19Full year 2022 earnings released: EPS: ₹17.07 (vs ₹4.36 in FY 2021)Full year 2022 results: EPS: ₹17.07 (up from ₹4.36 in FY 2021). Revenue: ₹5.60b (up 93% from FY 2021). Net income: ₹176.3m (up 292% from FY 2021). Profit margin: 3.1% (up from 1.6% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹166, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 18x in the Chemicals industry in India. Total returns to shareholders of 66% over the past three years.
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹166, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 18x in the Chemicals industry in India. Total returns to shareholders of 31% over the past three years.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improved over the past weekAfter last week's 53% share price gain to ₹181, the stock trades at a trailing P/E ratio of 13.2x. Average trailing P/E is 20x in the Chemicals industry in India. Total returns to shareholders of 96% over the past three years.
Reported Earnings • Feb 13Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹6.18 (up from ₹4.20 in 3Q 2021). Revenue: ₹1.57b (up 74% from 3Q 2021). Net income: ₹63.8m (up 47% from 3Q 2021). Profit margin: 4.1% (down from 4.8% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
分析記事 • Feb 11IVP (NSE:IVP) Takes On Some Risk With Its Use Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Nov 21We Think That There Are Issues Underlying IVP's (NSE:IVP) EarningsDespite posting some strong earnings, the market for IVP Limited's ( NSE:IVP ) stock hasn't moved much. We did some...
Valuation Update With 7 Day Price Move • Aug 31Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹122, the stock trades at a trailing P/E ratio of 14.5x. Average trailing P/E is 17x in the Chemicals industry in India. Total loss to shareholders of 18% over the past three years.
Executive Departure • Aug 04Non-Executive & Non-Independent Director Priya Ranjan has left the companyOn the 28th of July, Priya Ranjan's tenure as Non-Executive & Non-Independent Director ended after 3.5 years in the role. We don't have any record of a personal shareholding under Priya's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.83 years.
分析記事 • Jul 21We Think Shareholders Are Less Likely To Approve A Large Pay Rise For IVP Limited's (NSE:IVP) CEO For NowIn the past three years, shareholders of IVP Limited ( NSE:IVP ) have seen a loss on their investment. Per share...
Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹152, the stock trades at a trailing P/E ratio of 34.9x. Average trailing P/E is 21x in the Chemicals industry in India. Total loss to shareholders of 9.1% over the past three years.
Upcoming Dividend • Jul 12Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 19 July 2021. Payment date: 27 August 2021. Trailing yield: 0.8%. Lower than top quartile of Indian dividend payers (1.5%). In line with average of industry peers (0.7%).
Reported Earnings • Jul 06Full year 2021 earnings released: EPS ₹4.36 (vs ₹8.35 loss in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹2.90b (up 27% from FY 2020). Net income: ₹45.0m (up ₹131.2m from FY 2020). Profit margin: 1.6% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
Executive Departure • Jun 18Independent Director Nina Kapadia has left the companyOn the 11th of June, Nina Kapadia's tenure as Independent Director ended after 6.8 years in the role. We don't have any record of a personal shareholding under Nina's name. Nina is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.67 years.
Reported Earnings • Jun 13Full year 2021 earnings released: EPS ₹4.35 (vs ₹8.35 loss in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹2.92b (up 28% from FY 2020). Net income: ₹45.0m (up ₹131.2m from FY 2020). Profit margin: 1.5% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.