View ValuationMangalam Cement 将来の成長Future 基準チェック /16Mangalam Cement利益と収益がそれぞれ年間12.3%と8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に14.1% 12.3%なると予測されています。主要情報12.3%収益成長率12.29%EPS成長率Basic Materials 収益成長6.3%収益成長率8.0%将来の株主資本利益率14.10%アナリストカバレッジLow最終更新日18 May 2026今後の成長に関する最新情報Price Target Changed • May 16Price target decreased by 8.6% to ₹850Down from ₹930, the current price target is provided by 1 analyst. New target price is 11% above last closing price of ₹768. Stock is down 12% over the past year. The company is forecast to post earnings per share of ₹13.70 for next year compared to ₹21.72 last year.Price Target Changed • Aug 06Price target decreased by 8.4% to ₹870Down from ₹950, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₹870. Stock is up 163% over the past year. The company is forecast to post earnings per share of ₹44.50 for next year compared to ₹21.72 last year.Price Target Changed • Jan 29Price target increased by 71% to ₹950Up from ₹555, the current price target is provided by 1 analyst. New target price is 36% above last closing price of ₹698. Stock is up 147% over the past year. The company is forecast to post earnings per share of ₹35.00 for next year compared to ₹6.23 last year.Price Target Changed • Feb 14Price target decreased by 8.0% to ₹510Down from ₹555, the current price target is provided by 1 analyst. New target price is 88% above last closing price of ₹271. Stock is down 27% over the past year. The company posted earnings per share of ₹28.26 last year.Price Target Changed • Apr 27Price target decreased to ₹446Down from ₹555, the current price target is provided by 1 analyst. New target price is 19% above last closing price of ₹375. Stock is up 34% over the past year. The company posted earnings per share of ₹40.83 last year.Price Target Changed • Feb 21Price target decreased to ₹467Down from ₹555, the current price target is provided by 1 analyst. New target price is 32% above last closing price of ₹353. Stock is up 30% over the past year. The company posted earnings per share of ₹40.83 last year.すべての更新を表示Recent updates分析記事 • May 24There May Be Underlying Issues With The Quality Of Mangalam Cement's (NSE:MANGLMCEM) EarningsLast week's profit announcement from Mangalam Cement Limited ( NSE:MANGLMCEM ) was underwhelming for investors, despite...Declared Dividend • May 20Dividend of ₹1.50 announcedDividend of ₹1.50 is the same as last year. Ex-date: 14th August 2026 Payment date: 20th September 2026 Dividend yield will be 0.2%, which is lower than the industry average of 0.4%. 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 increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 19Mangalam Cement Limited announces Annual dividend, payable on September 20, 2026Mangalam Cement Limited announced Annual dividend of INR 1.5000 per share payable on September 20, 2026, ex-date on August 14, 2026 and record date on August 14, 2026.お知らせ • May 18Mangalam Cement Limited, Annual General Meeting, Aug 21, 2026Mangalam Cement Limited, Annual General Meeting, Aug 21, 2026.New Risk • May 17New 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 Risks Interest payments are not well covered by earnings (2.8x net interest cover). High level of non-cash earnings (27% accrual ratio).Reported Earnings • May 17Full year 2026 earnings released: EPS: ₹46.90 (vs ₹16.39 in FY 2025)Full year 2026 results: EPS: ₹46.90 (up from ₹16.39 in FY 2025). Revenue: ₹18.0b (up 7.2% from FY 2025). Net income: ₹1.29b (up 186% from FY 2025). Profit margin: 7.2% (up from 2.7% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 2 years, compared to a 2.3% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has increased by 45% per year whereas the company’s share price has increased by 47% per year.お知らせ • May 06Mangalam Cement Limited to Report Q4, 2026 Results on May 16, 2026Mangalam Cement Limited announced that they will report Q4, 2026 results at 12:15 PM, Indian Standard Time on May 16, 2026Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹896, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 30x in the Basic Materials industry in India. Total returns to shareholders of 233% over the past three years.Reported Earnings • Feb 08Third quarter 2026 earnings released: EPS: ₹4.13 (vs ₹2.84 in 3Q 2025)Third quarter 2026 results: EPS: ₹4.13 (up from ₹2.84 in 3Q 2025). Revenue: ₹4.21b (down 3.9% from 3Q 2025). Net income: ₹113.5m (up 45% from 3Q 2025). Profit margin: 2.7% (up from 1.8% in 3Q 2025). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, while revenues in the Basic Materials industry in India are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 40% per year whereas the company’s share price has increased by 42% per year.お知らせ • Jan 24Mangalam Cement Limited to Report Q3, 2026 Results on Feb 06, 2026Mangalam Cement Limited announced that they will report Q3, 2026 results on Feb 06, 2026Valuation Update With 7 Day Price Move • Dec 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹792, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 28x in the Basic Materials industry in India. Total returns to shareholders of 139% over the past three years.分析記事 • Dec 04Returns On Capital At Mangalam Cement (NSE:MANGLMCEM) Have StalledWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...New Risk • Nov 10New major risk - Revenue and earnings growthEarnings have declined by 16% 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 16% per year over the past 5 years. Minor Risks High level of debt (56% net debt to equity). Large one-off items impacting financial results.Reported Earnings • Nov 09Second quarter 2026 earnings released: EPS: ₹7.31 (vs ₹1.19 in 2Q 2025)Second quarter 2026 results: EPS: ₹7.31 (up from ₹1.19 in 2Q 2025). Revenue: ₹4.05b (up 13% from 2Q 2025). Net income: ₹201.1m (up ₹168.2m from 2Q 2025). Profit margin: 5.0% (up from 0.9% in 2Q 2025). Revenue is forecast to grow 12% p.a. on average during the next 2 years, while revenues in the Basic Materials industry in India are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 25Mangalam Cement Limited to Report Q2, 2026 Results on Nov 08, 2025Mangalam Cement Limited announced that they will report Q2, 2026 results at 9:15 AM, Indian Standard Time on Nov 08, 2025Upcoming Dividend • Aug 07Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 14 August 2025. Payment date: 21 September 2025. Payout ratio is a comfortable 9.2% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (0.5%).分析記事 • Aug 06Mangalam Cement's (NSE:MANGLMCEM) Weak Earnings May Only Reveal A Part Of The Whole PictureThe subdued market reaction suggests that Mangalam Cement Limited's ( NSE:MANGLMCEM ) recent earnings didn't contain...Board Change • Aug 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Independent Director Ajit Kuruvilla was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jul 30Full year 2025 earnings released: EPS: ₹16.39 (vs ₹21.72 in FY 2024)Full year 2025 results: EPS: ₹16.39 (down from ₹21.72 in FY 2024). Revenue: ₹16.8b (down 2.6% from FY 2024). Net income: ₹450.6m (down 25% from FY 2024). Profit margin: 2.7% (down from 3.5% in FY 2024). Revenue is forecast to grow 12% p.a. on average during the next 2 years, while revenues in the Basic Materials industry in India are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 25Mangalam Cement Limited to Report Q1, 2026 Results on Aug 08, 2025Mangalam Cement Limited announced that they will report Q1, 2026 results on Aug 08, 2025お知らせ • May 16Mangalam Cement Limited, Annual General Meeting, Aug 22, 2025Mangalam Cement Limited, Annual General Meeting, Aug 22, 2025.Price Target Changed • May 16Price target decreased by 8.6% to ₹850Down from ₹930, the current price target is provided by 1 analyst. New target price is 11% above last closing price of ₹768. Stock is down 12% over the past year. The company is forecast to post earnings per share of ₹13.70 for next year compared to ₹21.72 last year.お知らせ • May 12Mangalam Cement Limited, Annual General Meeting, Aug 22, 2025Mangalam Cement Limited, Annual General Meeting, Aug 22, 2025.お知らせ • May 10Mangalam Cement Limited Recommends Dividend for the Financial Year Ended 31 March 2025Mangalam Cement Limited announced that at the board meeting held on May 10, 2025, Recommended a dividend of INR 1.50/- per equity share of INR 10/- each for the financial year ended 31st March, 2025, subject to the approval of shareholders at the upcoming Annual General Meeting ("AGM") of the Company.お知らせ • May 01Mangalam Cement Limited to Report Q4, 2025 Results on May 10, 2025Mangalam Cement Limited announced that they will report Q4, 2025 results at 3:30 PM, Indian Standard Time on May 10, 2025分析記事 • Feb 19Why We're Not Concerned Yet About Mangalam Cement Limited's (NSE:MANGLMCEM) 27% Share Price PlungeMangalam Cement Limited ( NSE:MANGLMCEM ) shareholders won't be pleased to see that the share price has had a very...Reported Earnings • Feb 07Third quarter 2025 earnings released: EPS: ₹2.84 (vs ₹5.80 in 3Q 2024)Third quarter 2025 results: EPS: ₹2.84 (down from ₹5.80 in 3Q 2024). Revenue: ₹4.44b (up 1.0% from 3Q 2024). Net income: ₹78.1m (down 51% from 3Q 2024). Profit margin: 1.8% (down from 3.6% in 3Q 2024). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 32% per year, which means it is well ahead of earnings.お知らせ • Jan 28Mangalam Cement Limited to Report Q3, 2025 Results on Feb 06, 2025Mangalam Cement Limited announced that they will report Q3, 2025 results on Feb 06, 2025分析記事 • Jan 28Does Mangalam Cement (NSE:MANGLMCEM) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...New Risk • Nov 21New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.4x 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 (2.4x net interest cover). Minor Risk Large one-off items impacting financial results.Reported Earnings • Nov 16Second quarter 2025 earnings released: EPS: ₹1.19 (vs ₹4.29 in 2Q 2024)Second quarter 2025 results: EPS: ₹1.19 (down from ₹4.29 in 2Q 2024). Revenue: ₹3.69b (down 14% from 2Q 2024). Net income: ₹32.8m (down 72% from 2Q 2024). Profit margin: 0.9% (down from 2.8% in 2Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 3.1% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.お知らせ • Nov 04Mangalam Cement Limited to Report Q2, 2025 Results on Nov 14, 2024Mangalam Cement Limited announced that they will report Q2, 2025 results on Nov 14, 2024お知らせ • Oct 24Mangalam Cement Limited Announces Demise of Kamal Chand Jain, Non- Executive Independent DirectorMangalam Cement Limited announced sad demise of Shri Kamal Chand Jain, Non- Executive Independent Director of the Company on 23 October, 2024. Shri Kamal Chand Jain was Independent Director of the Company since 19 September, 2019, during his tenure as Director, the Company has immensely benefitted from his through knowledge, rich experience and active participation as Board Member.お知らせ • Sep 12Mangalam Cement Limited Announces Committee ChangesThe Board of Directors of Mangalam Cement Limited at their meeting held on 10th September, 2024 approved the reconstitution of certain committees of the Board of Directors with effect from 10 September, 2024, as AUDIT COMMITTEE; Smt. Himalyam Gupta, Non-Executive Independent Director Chairman, Shri Nand Gopal Khaitan, Non-Executive Non- Independent Director Member, Shri Anand Daga, Non-Executive Independent Director Member, Shri Kamal Chand Jain, Non-Executive Independent Director Member. NOMINATION & REMUNERATION COMMITTEE; Smt. Himalyani Gupta, Non-Executive Independent Director Chairman, Shri Kamal Chand Jain, Non-Executive Independent Director member, Shri Kamal Chand Jain, Non-Executive Independent Director member. Shri Nand Gopal Khaitan, Non-Executive Non- Independent Director member. STAKEHOLDERS RELATIONSHIP COMMITTEE; Shri Nand Gopal Khaitan, Non-Executive Non Independent Director chairman Smt. Himalyani Gupta, Non-Executive Independent Director member Shri Gaurav Goel, Non-Executive Non-Independent Director member. CSR COMMITTEE; Shri Anshuman Vikram Jalan, Whole-time Director chairman Shri Anand Daga, Non-Executive Independent Director member Shri Gaurav Goel, Non-Executive Non-Independent Director member. RISK MANAGEMENT COMMITTEE; Shri Anshuman Vikram Jalan, Whole-time Director chairman Shri Nand Gopal Khaitan, Non-Executive Non- Independent Director member Shri Anand Daga, Non- Executive Independent Director member Shri Yaswant Mishra, President (Corporate) & CFO member.お知らせ • Sep 10Mangalam Cement Limited Announces Cessation of Board of DirectorsMangalam Cement Limited announced that Shri Nand Gopal Khaitan, Shri Gaurav Goel and Smt. Aruna Makhan have been ceased to be Directors on completion of their second term of office as Independent Director with effect from close of business hours on 9 September 2024 and the consequent to which ceased to be Independent Directors.分析記事 • Aug 23We Think Mangalam Cement (NSE:MANGLMCEM) Can Stay On Top Of Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Price Target Changed • Aug 06Price target decreased by 8.4% to ₹870Down from ₹950, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₹870. Stock is up 163% over the past year. The company is forecast to post earnings per share of ₹44.50 for next year compared to ₹21.72 last year.Reported Earnings • Aug 06First quarter 2025 earnings released: EPS: ₹6.21 (vs ₹5.34 in 1Q 2024)First quarter 2025 results: EPS: ₹6.21 (up from ₹5.34 in 1Q 2024). Revenue: ₹3.81b (down 9.5% from 1Q 2024). Net income: ₹170.6m (up 16% from 1Q 2024). Profit margin: 4.5% (up from 3.5% in 1Q 2024). Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 5.5% decline forecast for the Basic Materials industry in India. 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 21% per year, which means it is well ahead of earnings.お知らせ • Aug 05Mangalam Cement Limited Appoints Himalyani Gupta as Additional Director, in the Category of Non- Executive Independent DirectorMangalam Cement Limited on the recommendation of Nomination and Remuneration Committee, the Board of Directors of the Company has 5th August, 2024 approved the appointment of Mrs. Himalyani Gupta (DIN - 00607140) as an Additional Director of the Company in the category of Non- Executive Independent Director w.e.f. 5th August, 2024. Mrs. Himalyani Gupta is appointed for a term of 5 years from the date of his appointment, subject to the approval of the shareholders of the Company. Mrs. Himalyani Gupta, Advocate is a Senior Founding Partner in U H V International Partners which is a leading Delhi based law firm established in 2001. She has been practicing law since 1991 and has been Standing Counsel for Union of India in the Supreme Court. She leads a team of Lawyers in advising and representing various Indian and Foreign corporate clients rendering legal and advisory services on a wide spectrum of areas. Her Law firm has over the years handled over 10000 litigations all across India including cases which were sensational and of national importance. Some of the cases have led to passing of Landmark judgments in the field of Constitutional Law. She is on the recommended lawyer list for the Embassy of Argentina in India. She's an Independent Director in leading Companies.お知らせ • Jul 30Mangalam Cement Limited Declares Final Dividend for the Financial Year Ended March 31, 2024Mangalam Cement Limited announced at the AGM held on July 27, 2024 declared final dividend of INR 1.5 per equity share for the financial year ended March 31, 2024.お知らせ • Jul 23Mangalam Cement Limited to Report Q1, 2025 Results on Aug 05, 2024Mangalam Cement Limited announced that they will report Q1, 2025 results on Aug 05, 2024Upcoming Dividend • Jul 12Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 19 July 2024. Payment date: 26 August 2024. Payout ratio is a comfortable 6.9% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Indian dividend payers (1.1%). Lower than average of industry peers (0.5%).分析記事 • Jul 12We Think That There Are Some Issues For Mangalam Cement (NSE:MANGLMCEM) Beyond Its Promising EarningsMangalam Cement Limited's ( NSE:MANGLMCEM ) healthy profit numbers didn't contain any surprises for investors. We think...Reported Earnings • Jul 06Full year 2024 earnings released: EPS: ₹21.72 (vs ₹6.23 in FY 2023)Full year 2024 results: EPS: ₹21.72 (up from ₹6.23 in FY 2023). Revenue: ₹17.3b (down 4.2% from FY 2023). Net income: ₹597.2m (up 249% from FY 2023). Profit margin: 3.5% (up from 1.0% in FY 2023). Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 6.3% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.お知らせ • May 03Mangalam Cement Limited, Annual General Meeting, Jul 27, 2024Mangalam Cement Limited, Annual General Meeting, Jul 27, 2024.Reported Earnings • May 02Full year 2024 earnings released: EPS: ₹21.72 (vs ₹6.23 in FY 2023)Full year 2024 results: EPS: ₹21.72 (up from ₹6.23 in FY 2023). Revenue: ₹17.6b (down 2.1% from FY 2023). Net income: ₹597.2m (up 249% from FY 2023). Profit margin: 3.4% (up from 1.0% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 4.1% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has increased by 49% per year, which means it is well ahead of earnings.New Risk • May 02New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.5x 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. This is currently the only risk that has been identified for the company.お知らせ • Apr 22Mangalam Cement Limited to Report Q4, 2024 Results on May 01, 2024Mangalam Cement Limited announced that they will report Q4, 2024 results on May 01, 2024分析記事 • Apr 13Why Investors Shouldn't Be Surprised By Mangalam Cement Limited's (NSE:MANGLMCEM) 29% Share Price SurgeMangalam Cement Limited ( NSE:MANGLMCEM ) shareholders have had their patience rewarded with a 29% share price jump in...New Risk • Mar 31New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: ₹98m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (55% net debt to equity). Large one-off items impacting financial results. Significant insider selling over the past 3 months (₹98m sold).分析記事 • Mar 28Is Mangalam Cement (NSE:MANGLMCEM) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹739, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 31x in the Basic Materials industry in India. Total returns to shareholders of 171% over the past three years.Price Target Changed • Jan 29Price target increased by 71% to ₹950Up from ₹555, the current price target is provided by 1 analyst. New target price is 36% above last closing price of ₹698. Stock is up 147% over the past year. The company is forecast to post earnings per share of ₹35.00 for next year compared to ₹6.23 last year.Reported Earnings • Jan 28Third quarter 2024 earnings released: EPS: ₹5.80 (vs ₹0.19 in 3Q 2023)Third quarter 2024 results: EPS: ₹5.80 (up from ₹0.19 in 3Q 2023). Revenue: ₹4.45b (up 3.7% from 3Q 2023). Net income: ₹159.5m (up ₹154.2m from 3Q 2023). Profit margin: 3.6% (up from 0.1% in 3Q 2023). Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 2.5% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 43% per year, which means it is well ahead of earnings.お知らせ • Jan 17Mangalam Cement Limited to Report Q3, 2024 Results on Jan 27, 2024Mangalam Cement Limited announced that they will report Q3, 2024 results on Jan 27, 2024Valuation Update With 7 Day Price Move • Nov 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹510, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 26x in the Basic Materials industry in India. Total returns to shareholders of 133% over the past three years.分析記事 • Nov 30Is Mangalam Cement (NSE:MANGLMCEM) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Reported Earnings • Nov 04Second quarter 2024 earnings released: EPS: ₹4.29 (vs ₹9.86 loss in 2Q 2023)Second quarter 2024 results: EPS: ₹4.29 (up from ₹9.86 loss in 2Q 2023). Revenue: ₹4.36b (up 9.3% from 2Q 2023). Net income: ₹117.9m (up ₹389.1m from 2Q 2023). Profit margin: 2.7% (up from net loss in 2Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 5.5% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.分析記事 • Oct 30We Like These Underlying Return On Capital Trends At Mangalam Cement (NSE:MANGLMCEM)There 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 • Oct 21Mangalam Cement Limited to Report Q2, 2024 Results on Nov 03, 2023Mangalam Cement Limited announced that they will report Q2, 2024 results on Nov 03, 2023お知らせ • Oct 01Mangalam Cement Limited Announces Executive ChangesMangalam Cement Limited announced that at its board meeting held on September 30, 2023, the board approved the appointment of Mr. Pawan Kumar Thakur as the Company Secretary and Compliance Officer to act as Key Managerial Personnel of the Company with immediate effect. Consequent to the said appointment, Mr. Tarun Arora who was appointed as Compliance Officer by the Board on August 08, 2023, will cease to be Compliance Officer of the Company with immediate effect. However, Mr. Arora will continue as Assistant Company Secretary of the Company. Shri Pawan Kumar Thakur, who is fellow member of the Institute of Company Secretaries of India, a law graduate from Calcutta University and holds Bachelor's degree in Commerce and having around 21 years of experience in the secretarial & legal field as Company Secretary and Compliance Officer.お知らせ • Aug 09Mangalam Cement Limited Appoints Tarun Arora as Compliance OfficerMangalam Cement Limited Board of Directors of the Company at their meeting held on 8th August, 2023 has appointed Mr. Tarun Arora, Asst. Company Secretary as Compliance Officer of the Company. He is an associate member of The Institute of Company Secretaries of India having 10 years of knowledge and experience in corporate secretarial services.お知らせ • Aug 03Mangalam Cement Limited to Report Q1, 2024 Results on Aug 08, 2023Mangalam Cement Limited announced that they will report Q1, 2024 results on Aug 08, 2023お知らせ • Jul 24Mangalam Cement Limited Recommends Final Dividend for the Financial Year Ended March 31, 2023Mangalam Cement Limited announced that the board of directors at their meeting held on May 27, 2023, have recommended a final dividend of INR 1.50 per equity share having face value of INR 10 each for the financial year ended March 31, 2023 and the said final dividend will be payable post approval of shareholders at upcoming annual general meeting of the company.Upcoming Dividend • Jul 21Upcoming dividend of ₹1.50 per share at 0.5% yieldEligible shareholders must have bought the stock before 28 July 2023. Payment date: 04 September 2023. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.5%). In line with average of industry peers (0.5%).Reported Earnings • Jul 20Full year 2023 earnings released: EPS: ₹6.23 (vs ₹28.26 in FY 2022)Full year 2023 results: EPS: ₹6.23 (down from ₹28.26 in FY 2022). Revenue: ₹18.0b (up 15% from FY 2022). Net income: ₹171.2m (down 78% from FY 2022). Profit margin: 1.0% (down from 5.0% in FY 2022). Revenue is forecast to grow 8.9% p.a. on average during the next 2 years, compared to a 5.7% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.New Risk • Jul 14New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₹7.96b (US$97.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.2x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin). Market cap is less than US$100m (₹7.96b market cap, or US$97.0m).お知らせ • Jul 08Mangalam Cement Limited Announces the Resignation of Manoj Kumar as Company Secretary, Compliance Officer and KMPMangalam Cement Limited announced that Mr. Manoj Kumar, Company Secretary, Compliance Officer and KMP of the company has resigned from theposition of Company Secretary, Compliance Officer and KMP with effect from the closing of business hours on July 6, 2023, due to personal reason.Reported Earnings • May 30Full year 2023 earnings released: EPS: ₹6.23 (vs ₹28.26 in FY 2022)Full year 2023 results: EPS: ₹6.23 (down from ₹28.26 in FY 2022). Revenue: ₹18.4b (up 17% from FY 2022). Net income: ₹171.2m (down 78% from FY 2022). Profit margin: 0.9% (down from 5.0% in FY 2022). Revenue is forecast to grow 7.9% p.a. on average during the next 2 years, compared to a 5.3% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.お知らせ • May 28+ 1 more updateMangalam Cement Limited Recommends Dividend for the Year Ended March 31, 2023The board of directors of Mangalam Cement Limited meeting held on May 27, 2023, the board has recommended a dividend of INR 1.50 per equity share of INR 10 each for the year ended 31st March, 2023, subject to approval of shareholders at the upcoming Annual General Meeting of the Company and shall be paid within the statutory time period.お知らせ • May 20Mangalam Cement Limited to Report Q4, 2023 Results on May 27, 2023Mangalam Cement Limited announced that they will report Q4, 2023 results at 12:15 PM, Indian Standard Time on May 27, 2023Price Target Changed • Feb 14Price target decreased by 8.0% to ₹510Down from ₹555, the current price target is provided by 1 analyst. New target price is 88% above last closing price of ₹271. Stock is down 27% over the past year. The company posted earnings per share of ₹28.26 last year.お知らせ • Feb 02Mangalam Cement Limited to Report Q3, 2023 Results on Feb 11, 2023Mangalam Cement Limited announced that they will report Q3, 2023 results on Feb 11, 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. No experienced directors. 6 highly experienced directors. Independent Non-Executive Director Kamal Jain was the last director to join the board, commencing their role in 2012. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 12Second quarter 2023 earnings released: ₹9.86 loss per share (vs ₹4.03 profit in 2Q 2022)Second quarter 2023 results: ₹9.86 loss per share (down from ₹4.03 profit in 2Q 2022). Revenue: ₹4.08b (up 8.7% from 2Q 2022). Net loss: ₹271.2m (down 345% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 5% per year.Upcoming Dividend • Aug 18Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 25 August 2022. Payment date: 03 October 2022. Payout ratio is a comfortable 5.8% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.7%). Lower than average of industry peers (0.9%).Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: ₹10.22 (vs ₹14.96 in 1Q 2022)First quarter 2023 results: EPS: ₹10.22 (down from ₹14.96 in 1Q 2022). Revenue: ₹5.18b (up 46% from 1Q 2022). Net income: ₹281.0m (down 30% from 1Q 2022). Profit margin: 5.4% (down from 11% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Jun 25Executive Co-Chairperson recently bought ₹2.4m worth of stockOn the 20th of June, Anshuman Jalan bought around 10k shares on-market at roughly ₹244 per share. This was the largest purchase by an insider in the last 3 months. This was Anshuman's only on-market trade for the last 12 months.Valuation Update With 7 Day Price Move • Jun 20Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₹246, the stock trades at a trailing P/E ratio of 9.2x. Average trailing P/E is 15x in the Basic Materials industry in India. Total loss to shareholders of 1.8% over the past three years.分析記事 • Jun 17Mangalam Cement (NSE:MANGLMCEM) Has A Somewhat Strained Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Reported Earnings • May 08Full year 2022 earnings released: EPS: ₹28.26 (vs ₹40.83 in FY 2021)Full year 2022 results: EPS: ₹28.26 (down from ₹40.83 in FY 2021). Revenue: ₹15.9b (up 23% from FY 2021). Net income: ₹777.1m (down 29% from FY 2021). Profit margin: 4.9% (down from 8.4% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Price Target Changed • Apr 27Price target decreased to ₹446Down from ₹555, the current price target is provided by 1 analyst. New target price is 19% above last closing price of ₹375. Stock is up 34% over the past year. The company posted earnings per share of ₹40.83 last year.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. Independent Non-Executive Director Kamal Jain was the last director to join the board, commencing their role in 2012. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Apr 03GM of Legal recently sold ₹3.4m worth of stockOn the 31st of March, Manoj Dhariwal sold around 9k shares on-market at roughly ₹384 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.分析記事 • Mar 14Here's Why Mangalam Cement (NSE:MANGLMCEM) Has A Meaningful Debt BurdenThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Feb 25Is Now The Time To Put Mangalam Cement (NSE:MANGLMCEM) On Your Watchlist?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...Price Target Changed • Feb 21Price target decreased to ₹467Down from ₹555, the current price target is provided by 1 analyst. New target price is 32% above last closing price of ₹353. Stock is up 30% over the past year. The company posted earnings per share of ₹40.83 last year.Reported Earnings • Feb 14Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹5.12 (down from ₹14.03 in 3Q 2021). Revenue: ₹3.80b (up 12% from 3Q 2021). Net income: ₹140.9m (down 62% from 3Q 2021). Profit margin: 3.7% (down from 11% 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 62% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Board Change • Dec 06Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. Independent Non-Executive Director Kamal Jain was the last director to join the board, commencing their role in 2012. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 16Second quarter 2022 earnings releasedThe company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: ₹3.76b (up 17% from 2Q 2021). Net income: ₹110.7m (down 48% from 2Q 2021). Profit margin: 2.9% (down from 6.6% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 01Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 08 September 2021. Payment date: 18 October 2021. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (0.9%).分析記事 • Aug 27Mangalam Cement (NSE:MANGLMCEM) Is Increasing Its Dividend To ₹1.50Mangalam Cement Limited's ( NSE:MANGLMCEM ) dividend will be increasing to ₹1.50 on 18th of October. Even though the...分析記事 • Aug 12Mangalam Cement's (NSE:MANGLMCEM) Dividend Will Be Increased To ₹1.50The board of Mangalam Cement Limited ( NSE:MANGLMCEM ) has announced that it will be increasing its dividend on the...Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₹540, the stock trades at a trailing P/E ratio of 9.8x. Average trailing P/E is 20x in the Basic Materials industry in India. Total returns to shareholders of 135% over the past three years.Reported Earnings • Jul 19First quarter 2022 earnings released: EPS ₹14.96 (vs ₹6.17 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: ₹3.62b (up 60% from 1Q 2021). Net income: ₹399.4m (up 190% from 1Q 2021). Profit margin: 11% (up from 6.1% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.業績と収益の成長予測NSEI:MANGLMCEM - アナリストの将来予測と過去の財務データ ( )INR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/202820,6921,6135652,81013/31/202720,2861,0581,0202,30613/31/202617,5841,290-2,542940N/A12/31/202517,709806N/AN/AN/A9/30/202517,879771-4821,951N/A6/30/202517,522603N/AN/AN/A3/31/202516,8104516221,876N/A12/31/202416,154454N/AN/AN/A9/30/202416,1645367281,299N/A6/30/202416,855621N/AN/AN/A3/31/202417,2555978371,825N/A12/31/202317,475581N/AN/AN/A9/30/202317,373426-991,364N/A6/30/202317,08337N/AN/AN/A3/31/202318,0161711151,386N/A12/31/202217,939190N/AN/AN/A9/30/202217,4513261,1432,136N/A6/30/202217,215707N/AN/AN/A3/31/202215,6617776401,885N/A12/31/202115,1921,111N/AN/AN/A9/30/202114,8021,2975251,698N/A6/30/202114,2751,351N/AN/AN/A3/31/202113,0499351,5542,338N/A12/31/202011,842881N/AN/AN/A9/30/202011,5286311,1072,475N/A6/30/202011,213565N/AN/AN/A3/31/202012,2837594872,158N/A12/31/201912,464621N/AN/AN/A9/30/201912,741504N/AN/AN/A6/30/201912,736388N/AN/AN/A3/31/201911,996-97N/A844N/A12/31/201811,859-159N/AN/AN/A9/30/201811,422-140N/AN/AN/A6/30/201810,887-161N/AN/AN/A3/31/201810,797114N/A859N/A12/31/201710,422194N/AN/AN/A9/30/20179,840225N/AN/AN/A6/30/20179,374262N/AN/AN/A3/31/20179,047366N/A1,634N/A12/31/20168,655481N/AN/AN/A9/30/20168,440428N/AN/AN/A6/30/20168,535210N/AN/AN/A3/31/20168,418-215N/A745N/A12/31/20158,648-319N/AN/AN/A9/30/20158,656-341N/AN/AN/A6/30/20159,050-139N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: MANGLMCEMの予測収益成長率 (年間12.3% ) は 貯蓄率 ( 6.9% ) を上回っています。収益対市場: MANGLMCEMの収益 ( 12.3% ) Indian市場 ( 16.1% ) よりも低い成長が予測されています。高成長収益: MANGLMCEMの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: MANGLMCEMの収益 ( 8% ) Indian市場 ( 10.9% ) よりも低い成長が予測されています。高い収益成長: MANGLMCEMの収益 ( 8% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: MANGLMCEMの 自己資本利益率 は、3年後には低くなると予測されています ( 14.1 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/19 14:48終値2026/06/19 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Mangalam Cement Limited 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9 アナリスト機関null nullAnand Rathi Shares and Stock Brokers LimitedManish ValechaAnand Rathi Shares and Stock Brokers LimitedSanjeev SinghCentrum Broking Limited6 その他のアナリストを表示
Price Target Changed • May 16Price target decreased by 8.6% to ₹850Down from ₹930, the current price target is provided by 1 analyst. New target price is 11% above last closing price of ₹768. Stock is down 12% over the past year. The company is forecast to post earnings per share of ₹13.70 for next year compared to ₹21.72 last year.
Price Target Changed • Aug 06Price target decreased by 8.4% to ₹870Down from ₹950, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₹870. Stock is up 163% over the past year. The company is forecast to post earnings per share of ₹44.50 for next year compared to ₹21.72 last year.
Price Target Changed • Jan 29Price target increased by 71% to ₹950Up from ₹555, the current price target is provided by 1 analyst. New target price is 36% above last closing price of ₹698. Stock is up 147% over the past year. The company is forecast to post earnings per share of ₹35.00 for next year compared to ₹6.23 last year.
Price Target Changed • Feb 14Price target decreased by 8.0% to ₹510Down from ₹555, the current price target is provided by 1 analyst. New target price is 88% above last closing price of ₹271. Stock is down 27% over the past year. The company posted earnings per share of ₹28.26 last year.
Price Target Changed • Apr 27Price target decreased to ₹446Down from ₹555, the current price target is provided by 1 analyst. New target price is 19% above last closing price of ₹375. Stock is up 34% over the past year. The company posted earnings per share of ₹40.83 last year.
Price Target Changed • Feb 21Price target decreased to ₹467Down from ₹555, the current price target is provided by 1 analyst. New target price is 32% above last closing price of ₹353. Stock is up 30% over the past year. The company posted earnings per share of ₹40.83 last year.
分析記事 • May 24There May Be Underlying Issues With The Quality Of Mangalam Cement's (NSE:MANGLMCEM) EarningsLast week's profit announcement from Mangalam Cement Limited ( NSE:MANGLMCEM ) was underwhelming for investors, despite...
Declared Dividend • May 20Dividend of ₹1.50 announcedDividend of ₹1.50 is the same as last year. Ex-date: 14th August 2026 Payment date: 20th September 2026 Dividend yield will be 0.2%, which is lower than the industry average of 0.4%. 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 increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 19Mangalam Cement Limited announces Annual dividend, payable on September 20, 2026Mangalam Cement Limited announced Annual dividend of INR 1.5000 per share payable on September 20, 2026, ex-date on August 14, 2026 and record date on August 14, 2026.
お知らせ • May 18Mangalam Cement Limited, Annual General Meeting, Aug 21, 2026Mangalam Cement Limited, Annual General Meeting, Aug 21, 2026.
New Risk • May 17New 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 Risks Interest payments are not well covered by earnings (2.8x net interest cover). High level of non-cash earnings (27% accrual ratio).
Reported Earnings • May 17Full year 2026 earnings released: EPS: ₹46.90 (vs ₹16.39 in FY 2025)Full year 2026 results: EPS: ₹46.90 (up from ₹16.39 in FY 2025). Revenue: ₹18.0b (up 7.2% from FY 2025). Net income: ₹1.29b (up 186% from FY 2025). Profit margin: 7.2% (up from 2.7% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 2 years, compared to a 2.3% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has increased by 45% per year whereas the company’s share price has increased by 47% per year.
お知らせ • May 06Mangalam Cement Limited to Report Q4, 2026 Results on May 16, 2026Mangalam Cement Limited announced that they will report Q4, 2026 results at 12:15 PM, Indian Standard Time on May 16, 2026
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹896, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 30x in the Basic Materials industry in India. Total returns to shareholders of 233% over the past three years.
Reported Earnings • Feb 08Third quarter 2026 earnings released: EPS: ₹4.13 (vs ₹2.84 in 3Q 2025)Third quarter 2026 results: EPS: ₹4.13 (up from ₹2.84 in 3Q 2025). Revenue: ₹4.21b (down 3.9% from 3Q 2025). Net income: ₹113.5m (up 45% from 3Q 2025). Profit margin: 2.7% (up from 1.8% in 3Q 2025). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, while revenues in the Basic Materials industry in India are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 40% per year whereas the company’s share price has increased by 42% per year.
お知らせ • Jan 24Mangalam Cement Limited to Report Q3, 2026 Results on Feb 06, 2026Mangalam Cement Limited announced that they will report Q3, 2026 results on Feb 06, 2026
Valuation Update With 7 Day Price Move • Dec 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹792, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 28x in the Basic Materials industry in India. Total returns to shareholders of 139% over the past three years.
分析記事 • Dec 04Returns On Capital At Mangalam Cement (NSE:MANGLMCEM) Have StalledWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
New Risk • Nov 10New major risk - Revenue and earnings growthEarnings have declined by 16% 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 16% per year over the past 5 years. Minor Risks High level of debt (56% net debt to equity). Large one-off items impacting financial results.
Reported Earnings • Nov 09Second quarter 2026 earnings released: EPS: ₹7.31 (vs ₹1.19 in 2Q 2025)Second quarter 2026 results: EPS: ₹7.31 (up from ₹1.19 in 2Q 2025). Revenue: ₹4.05b (up 13% from 2Q 2025). Net income: ₹201.1m (up ₹168.2m from 2Q 2025). Profit margin: 5.0% (up from 0.9% in 2Q 2025). Revenue is forecast to grow 12% p.a. on average during the next 2 years, while revenues in the Basic Materials industry in India are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 25Mangalam Cement Limited to Report Q2, 2026 Results on Nov 08, 2025Mangalam Cement Limited announced that they will report Q2, 2026 results at 9:15 AM, Indian Standard Time on Nov 08, 2025
Upcoming Dividend • Aug 07Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 14 August 2025. Payment date: 21 September 2025. Payout ratio is a comfortable 9.2% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (0.5%).
分析記事 • Aug 06Mangalam Cement's (NSE:MANGLMCEM) Weak Earnings May Only Reveal A Part Of The Whole PictureThe subdued market reaction suggests that Mangalam Cement Limited's ( NSE:MANGLMCEM ) recent earnings didn't contain...
Board Change • Aug 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Independent Director Ajit Kuruvilla was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jul 30Full year 2025 earnings released: EPS: ₹16.39 (vs ₹21.72 in FY 2024)Full year 2025 results: EPS: ₹16.39 (down from ₹21.72 in FY 2024). Revenue: ₹16.8b (down 2.6% from FY 2024). Net income: ₹450.6m (down 25% from FY 2024). Profit margin: 2.7% (down from 3.5% in FY 2024). Revenue is forecast to grow 12% p.a. on average during the next 2 years, while revenues in the Basic Materials industry in India are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 25Mangalam Cement Limited to Report Q1, 2026 Results on Aug 08, 2025Mangalam Cement Limited announced that they will report Q1, 2026 results on Aug 08, 2025
お知らせ • May 16Mangalam Cement Limited, Annual General Meeting, Aug 22, 2025Mangalam Cement Limited, Annual General Meeting, Aug 22, 2025.
Price Target Changed • May 16Price target decreased by 8.6% to ₹850Down from ₹930, the current price target is provided by 1 analyst. New target price is 11% above last closing price of ₹768. Stock is down 12% over the past year. The company is forecast to post earnings per share of ₹13.70 for next year compared to ₹21.72 last year.
お知らせ • May 12Mangalam Cement Limited, Annual General Meeting, Aug 22, 2025Mangalam Cement Limited, Annual General Meeting, Aug 22, 2025.
お知らせ • May 10Mangalam Cement Limited Recommends Dividend for the Financial Year Ended 31 March 2025Mangalam Cement Limited announced that at the board meeting held on May 10, 2025, Recommended a dividend of INR 1.50/- per equity share of INR 10/- each for the financial year ended 31st March, 2025, subject to the approval of shareholders at the upcoming Annual General Meeting ("AGM") of the Company.
お知らせ • May 01Mangalam Cement Limited to Report Q4, 2025 Results on May 10, 2025Mangalam Cement Limited announced that they will report Q4, 2025 results at 3:30 PM, Indian Standard Time on May 10, 2025
分析記事 • Feb 19Why We're Not Concerned Yet About Mangalam Cement Limited's (NSE:MANGLMCEM) 27% Share Price PlungeMangalam Cement Limited ( NSE:MANGLMCEM ) shareholders won't be pleased to see that the share price has had a very...
Reported Earnings • Feb 07Third quarter 2025 earnings released: EPS: ₹2.84 (vs ₹5.80 in 3Q 2024)Third quarter 2025 results: EPS: ₹2.84 (down from ₹5.80 in 3Q 2024). Revenue: ₹4.44b (up 1.0% from 3Q 2024). Net income: ₹78.1m (down 51% from 3Q 2024). Profit margin: 1.8% (down from 3.6% in 3Q 2024). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 32% per year, which means it is well ahead of earnings.
お知らせ • Jan 28Mangalam Cement Limited to Report Q3, 2025 Results on Feb 06, 2025Mangalam Cement Limited announced that they will report Q3, 2025 results on Feb 06, 2025
分析記事 • Jan 28Does Mangalam Cement (NSE:MANGLMCEM) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
New Risk • Nov 21New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.4x 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 (2.4x net interest cover). Minor Risk Large one-off items impacting financial results.
Reported Earnings • Nov 16Second quarter 2025 earnings released: EPS: ₹1.19 (vs ₹4.29 in 2Q 2024)Second quarter 2025 results: EPS: ₹1.19 (down from ₹4.29 in 2Q 2024). Revenue: ₹3.69b (down 14% from 2Q 2024). Net income: ₹32.8m (down 72% from 2Q 2024). Profit margin: 0.9% (down from 2.8% in 2Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 3.1% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.
お知らせ • Nov 04Mangalam Cement Limited to Report Q2, 2025 Results on Nov 14, 2024Mangalam Cement Limited announced that they will report Q2, 2025 results on Nov 14, 2024
お知らせ • Oct 24Mangalam Cement Limited Announces Demise of Kamal Chand Jain, Non- Executive Independent DirectorMangalam Cement Limited announced sad demise of Shri Kamal Chand Jain, Non- Executive Independent Director of the Company on 23 October, 2024. Shri Kamal Chand Jain was Independent Director of the Company since 19 September, 2019, during his tenure as Director, the Company has immensely benefitted from his through knowledge, rich experience and active participation as Board Member.
お知らせ • Sep 12Mangalam Cement Limited Announces Committee ChangesThe Board of Directors of Mangalam Cement Limited at their meeting held on 10th September, 2024 approved the reconstitution of certain committees of the Board of Directors with effect from 10 September, 2024, as AUDIT COMMITTEE; Smt. Himalyam Gupta, Non-Executive Independent Director Chairman, Shri Nand Gopal Khaitan, Non-Executive Non- Independent Director Member, Shri Anand Daga, Non-Executive Independent Director Member, Shri Kamal Chand Jain, Non-Executive Independent Director Member. NOMINATION & REMUNERATION COMMITTEE; Smt. Himalyani Gupta, Non-Executive Independent Director Chairman, Shri Kamal Chand Jain, Non-Executive Independent Director member, Shri Kamal Chand Jain, Non-Executive Independent Director member. Shri Nand Gopal Khaitan, Non-Executive Non- Independent Director member. STAKEHOLDERS RELATIONSHIP COMMITTEE; Shri Nand Gopal Khaitan, Non-Executive Non Independent Director chairman Smt. Himalyani Gupta, Non-Executive Independent Director member Shri Gaurav Goel, Non-Executive Non-Independent Director member. CSR COMMITTEE; Shri Anshuman Vikram Jalan, Whole-time Director chairman Shri Anand Daga, Non-Executive Independent Director member Shri Gaurav Goel, Non-Executive Non-Independent Director member. RISK MANAGEMENT COMMITTEE; Shri Anshuman Vikram Jalan, Whole-time Director chairman Shri Nand Gopal Khaitan, Non-Executive Non- Independent Director member Shri Anand Daga, Non- Executive Independent Director member Shri Yaswant Mishra, President (Corporate) & CFO member.
お知らせ • Sep 10Mangalam Cement Limited Announces Cessation of Board of DirectorsMangalam Cement Limited announced that Shri Nand Gopal Khaitan, Shri Gaurav Goel and Smt. Aruna Makhan have been ceased to be Directors on completion of their second term of office as Independent Director with effect from close of business hours on 9 September 2024 and the consequent to which ceased to be Independent Directors.
分析記事 • Aug 23We Think Mangalam Cement (NSE:MANGLMCEM) Can Stay On Top Of Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Price Target Changed • Aug 06Price target decreased by 8.4% to ₹870Down from ₹950, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₹870. Stock is up 163% over the past year. The company is forecast to post earnings per share of ₹44.50 for next year compared to ₹21.72 last year.
Reported Earnings • Aug 06First quarter 2025 earnings released: EPS: ₹6.21 (vs ₹5.34 in 1Q 2024)First quarter 2025 results: EPS: ₹6.21 (up from ₹5.34 in 1Q 2024). Revenue: ₹3.81b (down 9.5% from 1Q 2024). Net income: ₹170.6m (up 16% from 1Q 2024). Profit margin: 4.5% (up from 3.5% in 1Q 2024). Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 5.5% decline forecast for the Basic Materials industry in India. 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 21% per year, which means it is well ahead of earnings.
お知らせ • Aug 05Mangalam Cement Limited Appoints Himalyani Gupta as Additional Director, in the Category of Non- Executive Independent DirectorMangalam Cement Limited on the recommendation of Nomination and Remuneration Committee, the Board of Directors of the Company has 5th August, 2024 approved the appointment of Mrs. Himalyani Gupta (DIN - 00607140) as an Additional Director of the Company in the category of Non- Executive Independent Director w.e.f. 5th August, 2024. Mrs. Himalyani Gupta is appointed for a term of 5 years from the date of his appointment, subject to the approval of the shareholders of the Company. Mrs. Himalyani Gupta, Advocate is a Senior Founding Partner in U H V International Partners which is a leading Delhi based law firm established in 2001. She has been practicing law since 1991 and has been Standing Counsel for Union of India in the Supreme Court. She leads a team of Lawyers in advising and representing various Indian and Foreign corporate clients rendering legal and advisory services on a wide spectrum of areas. Her Law firm has over the years handled over 10000 litigations all across India including cases which were sensational and of national importance. Some of the cases have led to passing of Landmark judgments in the field of Constitutional Law. She is on the recommended lawyer list for the Embassy of Argentina in India. She's an Independent Director in leading Companies.
お知らせ • Jul 30Mangalam Cement Limited Declares Final Dividend for the Financial Year Ended March 31, 2024Mangalam Cement Limited announced at the AGM held on July 27, 2024 declared final dividend of INR 1.5 per equity share for the financial year ended March 31, 2024.
お知らせ • Jul 23Mangalam Cement Limited to Report Q1, 2025 Results on Aug 05, 2024Mangalam Cement Limited announced that they will report Q1, 2025 results on Aug 05, 2024
Upcoming Dividend • Jul 12Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 19 July 2024. Payment date: 26 August 2024. Payout ratio is a comfortable 6.9% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Indian dividend payers (1.1%). Lower than average of industry peers (0.5%).
分析記事 • Jul 12We Think That There Are Some Issues For Mangalam Cement (NSE:MANGLMCEM) Beyond Its Promising EarningsMangalam Cement Limited's ( NSE:MANGLMCEM ) healthy profit numbers didn't contain any surprises for investors. We think...
Reported Earnings • Jul 06Full year 2024 earnings released: EPS: ₹21.72 (vs ₹6.23 in FY 2023)Full year 2024 results: EPS: ₹21.72 (up from ₹6.23 in FY 2023). Revenue: ₹17.3b (down 4.2% from FY 2023). Net income: ₹597.2m (up 249% from FY 2023). Profit margin: 3.5% (up from 1.0% in FY 2023). Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 6.3% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.
お知らせ • May 03Mangalam Cement Limited, Annual General Meeting, Jul 27, 2024Mangalam Cement Limited, Annual General Meeting, Jul 27, 2024.
Reported Earnings • May 02Full year 2024 earnings released: EPS: ₹21.72 (vs ₹6.23 in FY 2023)Full year 2024 results: EPS: ₹21.72 (up from ₹6.23 in FY 2023). Revenue: ₹17.6b (down 2.1% from FY 2023). Net income: ₹597.2m (up 249% from FY 2023). Profit margin: 3.4% (up from 1.0% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 4.1% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has increased by 49% per year, which means it is well ahead of earnings.
New Risk • May 02New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.5x 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. This is currently the only risk that has been identified for the company.
お知らせ • Apr 22Mangalam Cement Limited to Report Q4, 2024 Results on May 01, 2024Mangalam Cement Limited announced that they will report Q4, 2024 results on May 01, 2024
分析記事 • Apr 13Why Investors Shouldn't Be Surprised By Mangalam Cement Limited's (NSE:MANGLMCEM) 29% Share Price SurgeMangalam Cement Limited ( NSE:MANGLMCEM ) shareholders have had their patience rewarded with a 29% share price jump in...
New Risk • Mar 31New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: ₹98m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (55% net debt to equity). Large one-off items impacting financial results. Significant insider selling over the past 3 months (₹98m sold).
分析記事 • Mar 28Is Mangalam Cement (NSE:MANGLMCEM) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹739, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 31x in the Basic Materials industry in India. Total returns to shareholders of 171% over the past three years.
Price Target Changed • Jan 29Price target increased by 71% to ₹950Up from ₹555, the current price target is provided by 1 analyst. New target price is 36% above last closing price of ₹698. Stock is up 147% over the past year. The company is forecast to post earnings per share of ₹35.00 for next year compared to ₹6.23 last year.
Reported Earnings • Jan 28Third quarter 2024 earnings released: EPS: ₹5.80 (vs ₹0.19 in 3Q 2023)Third quarter 2024 results: EPS: ₹5.80 (up from ₹0.19 in 3Q 2023). Revenue: ₹4.45b (up 3.7% from 3Q 2023). Net income: ₹159.5m (up ₹154.2m from 3Q 2023). Profit margin: 3.6% (up from 0.1% in 3Q 2023). Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 2.5% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 43% per year, which means it is well ahead of earnings.
お知らせ • Jan 17Mangalam Cement Limited to Report Q3, 2024 Results on Jan 27, 2024Mangalam Cement Limited announced that they will report Q3, 2024 results on Jan 27, 2024
Valuation Update With 7 Day Price Move • Nov 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹510, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 26x in the Basic Materials industry in India. Total returns to shareholders of 133% over the past three years.
分析記事 • Nov 30Is Mangalam Cement (NSE:MANGLMCEM) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Reported Earnings • Nov 04Second quarter 2024 earnings released: EPS: ₹4.29 (vs ₹9.86 loss in 2Q 2023)Second quarter 2024 results: EPS: ₹4.29 (up from ₹9.86 loss in 2Q 2023). Revenue: ₹4.36b (up 9.3% from 2Q 2023). Net income: ₹117.9m (up ₹389.1m from 2Q 2023). Profit margin: 2.7% (up from net loss in 2Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 5.5% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.
分析記事 • Oct 30We Like These Underlying Return On Capital Trends At Mangalam Cement (NSE:MANGLMCEM)There 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 • Oct 21Mangalam Cement Limited to Report Q2, 2024 Results on Nov 03, 2023Mangalam Cement Limited announced that they will report Q2, 2024 results on Nov 03, 2023
お知らせ • Oct 01Mangalam Cement Limited Announces Executive ChangesMangalam Cement Limited announced that at its board meeting held on September 30, 2023, the board approved the appointment of Mr. Pawan Kumar Thakur as the Company Secretary and Compliance Officer to act as Key Managerial Personnel of the Company with immediate effect. Consequent to the said appointment, Mr. Tarun Arora who was appointed as Compliance Officer by the Board on August 08, 2023, will cease to be Compliance Officer of the Company with immediate effect. However, Mr. Arora will continue as Assistant Company Secretary of the Company. Shri Pawan Kumar Thakur, who is fellow member of the Institute of Company Secretaries of India, a law graduate from Calcutta University and holds Bachelor's degree in Commerce and having around 21 years of experience in the secretarial & legal field as Company Secretary and Compliance Officer.
お知らせ • Aug 09Mangalam Cement Limited Appoints Tarun Arora as Compliance OfficerMangalam Cement Limited Board of Directors of the Company at their meeting held on 8th August, 2023 has appointed Mr. Tarun Arora, Asst. Company Secretary as Compliance Officer of the Company. He is an associate member of The Institute of Company Secretaries of India having 10 years of knowledge and experience in corporate secretarial services.
お知らせ • Aug 03Mangalam Cement Limited to Report Q1, 2024 Results on Aug 08, 2023Mangalam Cement Limited announced that they will report Q1, 2024 results on Aug 08, 2023
お知らせ • Jul 24Mangalam Cement Limited Recommends Final Dividend for the Financial Year Ended March 31, 2023Mangalam Cement Limited announced that the board of directors at their meeting held on May 27, 2023, have recommended a final dividend of INR 1.50 per equity share having face value of INR 10 each for the financial year ended March 31, 2023 and the said final dividend will be payable post approval of shareholders at upcoming annual general meeting of the company.
Upcoming Dividend • Jul 21Upcoming dividend of ₹1.50 per share at 0.5% yieldEligible shareholders must have bought the stock before 28 July 2023. Payment date: 04 September 2023. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.5%). In line with average of industry peers (0.5%).
Reported Earnings • Jul 20Full year 2023 earnings released: EPS: ₹6.23 (vs ₹28.26 in FY 2022)Full year 2023 results: EPS: ₹6.23 (down from ₹28.26 in FY 2022). Revenue: ₹18.0b (up 15% from FY 2022). Net income: ₹171.2m (down 78% from FY 2022). Profit margin: 1.0% (down from 5.0% in FY 2022). Revenue is forecast to grow 8.9% p.a. on average during the next 2 years, compared to a 5.7% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
New Risk • Jul 14New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₹7.96b (US$97.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.2x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin). Market cap is less than US$100m (₹7.96b market cap, or US$97.0m).
お知らせ • Jul 08Mangalam Cement Limited Announces the Resignation of Manoj Kumar as Company Secretary, Compliance Officer and KMPMangalam Cement Limited announced that Mr. Manoj Kumar, Company Secretary, Compliance Officer and KMP of the company has resigned from theposition of Company Secretary, Compliance Officer and KMP with effect from the closing of business hours on July 6, 2023, due to personal reason.
Reported Earnings • May 30Full year 2023 earnings released: EPS: ₹6.23 (vs ₹28.26 in FY 2022)Full year 2023 results: EPS: ₹6.23 (down from ₹28.26 in FY 2022). Revenue: ₹18.4b (up 17% from FY 2022). Net income: ₹171.2m (down 78% from FY 2022). Profit margin: 0.9% (down from 5.0% in FY 2022). Revenue is forecast to grow 7.9% p.a. on average during the next 2 years, compared to a 5.3% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
お知らせ • May 28+ 1 more updateMangalam Cement Limited Recommends Dividend for the Year Ended March 31, 2023The board of directors of Mangalam Cement Limited meeting held on May 27, 2023, the board has recommended a dividend of INR 1.50 per equity share of INR 10 each for the year ended 31st March, 2023, subject to approval of shareholders at the upcoming Annual General Meeting of the Company and shall be paid within the statutory time period.
お知らせ • May 20Mangalam Cement Limited to Report Q4, 2023 Results on May 27, 2023Mangalam Cement Limited announced that they will report Q4, 2023 results at 12:15 PM, Indian Standard Time on May 27, 2023
Price Target Changed • Feb 14Price target decreased by 8.0% to ₹510Down from ₹555, the current price target is provided by 1 analyst. New target price is 88% above last closing price of ₹271. Stock is down 27% over the past year. The company posted earnings per share of ₹28.26 last year.
お知らせ • Feb 02Mangalam Cement Limited to Report Q3, 2023 Results on Feb 11, 2023Mangalam Cement Limited announced that they will report Q3, 2023 results on Feb 11, 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. No experienced directors. 6 highly experienced directors. Independent Non-Executive Director Kamal Jain was the last director to join the board, commencing their role in 2012. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 12Second quarter 2023 earnings released: ₹9.86 loss per share (vs ₹4.03 profit in 2Q 2022)Second quarter 2023 results: ₹9.86 loss per share (down from ₹4.03 profit in 2Q 2022). Revenue: ₹4.08b (up 8.7% from 2Q 2022). Net loss: ₹271.2m (down 345% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 5% per year.
Upcoming Dividend • Aug 18Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 25 August 2022. Payment date: 03 October 2022. Payout ratio is a comfortable 5.8% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.7%). Lower than average of industry peers (0.9%).
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: ₹10.22 (vs ₹14.96 in 1Q 2022)First quarter 2023 results: EPS: ₹10.22 (down from ₹14.96 in 1Q 2022). Revenue: ₹5.18b (up 46% from 1Q 2022). Net income: ₹281.0m (down 30% from 1Q 2022). Profit margin: 5.4% (down from 11% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Jun 25Executive Co-Chairperson recently bought ₹2.4m worth of stockOn the 20th of June, Anshuman Jalan bought around 10k shares on-market at roughly ₹244 per share. This was the largest purchase by an insider in the last 3 months. This was Anshuman's only on-market trade for the last 12 months.
Valuation Update With 7 Day Price Move • Jun 20Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₹246, the stock trades at a trailing P/E ratio of 9.2x. Average trailing P/E is 15x in the Basic Materials industry in India. Total loss to shareholders of 1.8% over the past three years.
分析記事 • Jun 17Mangalam Cement (NSE:MANGLMCEM) Has A Somewhat Strained Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Reported Earnings • May 08Full year 2022 earnings released: EPS: ₹28.26 (vs ₹40.83 in FY 2021)Full year 2022 results: EPS: ₹28.26 (down from ₹40.83 in FY 2021). Revenue: ₹15.9b (up 23% from FY 2021). Net income: ₹777.1m (down 29% from FY 2021). Profit margin: 4.9% (down from 8.4% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Apr 27Price target decreased to ₹446Down from ₹555, the current price target is provided by 1 analyst. New target price is 19% above last closing price of ₹375. Stock is up 34% over the past year. The company posted earnings per share of ₹40.83 last year.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. Independent Non-Executive Director Kamal Jain was the last director to join the board, commencing their role in 2012. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Apr 03GM of Legal recently sold ₹3.4m worth of stockOn the 31st of March, Manoj Dhariwal sold around 9k shares on-market at roughly ₹384 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
分析記事 • Mar 14Here's Why Mangalam Cement (NSE:MANGLMCEM) Has A Meaningful Debt BurdenThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Feb 25Is Now The Time To Put Mangalam Cement (NSE:MANGLMCEM) On Your Watchlist?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
Price Target Changed • Feb 21Price target decreased to ₹467Down from ₹555, the current price target is provided by 1 analyst. New target price is 32% above last closing price of ₹353. Stock is up 30% over the past year. The company posted earnings per share of ₹40.83 last year.
Reported Earnings • Feb 14Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹5.12 (down from ₹14.03 in 3Q 2021). Revenue: ₹3.80b (up 12% from 3Q 2021). Net income: ₹140.9m (down 62% from 3Q 2021). Profit margin: 3.7% (down from 11% 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 62% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Board Change • Dec 06Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. Independent Non-Executive Director Kamal Jain was the last director to join the board, commencing their role in 2012. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 16Second quarter 2022 earnings releasedThe company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: ₹3.76b (up 17% from 2Q 2021). Net income: ₹110.7m (down 48% from 2Q 2021). Profit margin: 2.9% (down from 6.6% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 01Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 08 September 2021. Payment date: 18 October 2021. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (0.9%).
分析記事 • Aug 27Mangalam Cement (NSE:MANGLMCEM) Is Increasing Its Dividend To ₹1.50Mangalam Cement Limited's ( NSE:MANGLMCEM ) dividend will be increasing to ₹1.50 on 18th of October. Even though the...
分析記事 • Aug 12Mangalam Cement's (NSE:MANGLMCEM) Dividend Will Be Increased To ₹1.50The board of Mangalam Cement Limited ( NSE:MANGLMCEM ) has announced that it will be increasing its dividend on the...
Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₹540, the stock trades at a trailing P/E ratio of 9.8x. Average trailing P/E is 20x in the Basic Materials industry in India. Total returns to shareholders of 135% over the past three years.
Reported Earnings • Jul 19First quarter 2022 earnings released: EPS ₹14.96 (vs ₹6.17 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: ₹3.62b (up 60% from 1Q 2021). Net income: ₹399.4m (up 190% from 1Q 2021). Profit margin: 11% (up from 6.1% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.