View ValuationMMP Industries 将来の成長Future 基準チェック /06現在、 MMP Industriesの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Metals and Mining 収益成長17.4%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報お知らせ • May 26MMP Industries Limited Reaffirms Revenue Guidance for the Fiscal Year 2025MMP Industries Limited reaffirmed revenue guidance for the fiscal year 2025. Looking ahead, the company maintains its earlier guidance of an overall revenue growth of 20-22% for the fiscal year 2025.お知らせ • Feb 11MMP Industries Limited Provides Revenue Guidance for the First Half and Full Year 2022MMP Industries Limited provided revenue guidance for the first half and full year 2022. As can be seen, the start of half year-2 fiscal year 2022 has shown higher revenues which is as per usual market scenario and this is expected to continue in quarter-4 fiscal year 2022 with good momentum in both powder and foil divisions.すべての更新を表示Recent updates分析記事 • 8hMMP Industries' (NSE:MMP) Conservative Accounting Might Explain Soft EarningsSoft earnings didn't appear to concern MMP Industries Limited's ( NSE:MMP ) shareholders over the last week. We did...New Risk • May 26New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 123% Dividend yield: 0.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (53% net debt to equity). Dividend is not well covered by cash flows (123% cash payout ratio). Profit margins are more than 30% lower than last year (3.8% net profit margin). Market cap is less than US$100m (₹7.35b market cap, or US$77.2m).Reported Earnings • May 26Full year 2026 earnings released: EPS: ₹12.21 (vs ₹15.30 in FY 2025)Full year 2026 results: EPS: ₹12.21 (down from ₹15.30 in FY 2025). Revenue: ₹8.25b (up 19% from FY 2025). Net income: ₹310.1m (down 20% from FY 2025). Profit margin: 3.8% (down from 5.6% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹296, the stock trades at a trailing P/E ratio of 31.5x. Average trailing P/E is 23x in the Metals and Mining industry in India. Total returns to shareholders of 62% over the past three years.Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₹228, the stock trades at a trailing P/E ratio of 24.3x. Average trailing P/E is 20x in the Metals and Mining industry in India. Total returns to shareholders of 68% over the past three years.Reported Earnings • Feb 18Third quarter 2026 earnings released: EPS: ₹4.50 (vs ₹4.27 in 3Q 2025)Third quarter 2026 results: EPS: ₹4.50 (up from ₹4.27 in 3Q 2025). Revenue: ₹2.03b (up 21% from 3Q 2025). Net income: ₹114.2m (up 5.2% from 3Q 2025). Profit margin: 5.6% (down from 6.4% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Nov 15MMP Industries' (NSE:MMP) Soft Earnings Are Actually Better Than They AppearInvestors were disappointed with the weak earnings posted by MMP Industries Limited ( NSE:MMP ). While the headline...Reported Earnings • Nov 12Second quarter 2026 earnings released: EPS: ₹2.76 (vs ₹2.29 in 2Q 2025)Second quarter 2026 results: EPS: ₹2.76 (up from ₹2.29 in 2Q 2025). Revenue: ₹1.88b (up 30% from 2Q 2025). Net income: ₹70.1m (up 20% from 2Q 2025). Profit margin: 3.7% (down from 4.0% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Nov 01Investor Optimism Abounds MMP Industries Limited (NSE:MMP) But Growth Is LackingWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") below 27x, you may consider MMP...分析記事 • Aug 18MMP Industries' (NSE:MMP) Upcoming Dividend Will Be Larger Than Last Year'sMMP Industries Limited's ( NSE:MMP ) dividend will be increasing from last year's payment of the same period to ₹2.00...Declared Dividend • Aug 18Dividend increased to ₹2.00Dividend of ₹2.00 is 33% higher than last year. Ex-date: 1st September 2025 Payment date: 8th October 2025 Dividend yield will be 0.8%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is covered by both earnings (13% earnings payout ratio) and cash flows (83% cash payout ratio). The dividend has increased by an average of 19% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 10% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Aug 14MMP Industries Limited, Annual General Meeting, Sep 08, 2025MMP Industries Limited, Annual General Meeting, Sep 08, 2025, at 11:00 Indian Standard Time.Reported Earnings • Aug 12First quarter 2026 earnings released: ₹2.13 loss per share (vs ₹4.46 profit in 1Q 2025)First quarter 2026 results: ₹2.13 loss per share (down from ₹4.46 profit in 1Q 2025). Revenue: ₹1.83b (up 18% from 1Q 2025). Net loss: ₹54.1m (down 148% from profit in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 18% per year.分析記事 • Jul 02MMP Industries (NSE:MMP) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Board Change • Jul 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Independent Director Ulka Kulkarni was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.New Risk • Jun 28New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 45% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (45% net debt to equity). Market cap is less than US$100m (₹7.24b market cap, or US$84.7m).分析記事 • May 31Why Investors Shouldn't Be Surprised By MMP Industries Limited's (NSE:MMP) Low P/EMMP Industries Limited's ( NSE:MMP ) price-to-earnings (or "P/E") ratio of 16x might make it look like a buy right now...Valuation Update With 7 Day Price Move • Mar 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹259, the stock trades at a trailing P/E ratio of 17.3x. Average trailing P/E is 21x in the Metals and Mining industry in India. Total returns to shareholders of 36% over the past three years.分析記事 • Mar 05Slowing Rates Of Return At MMP Industries (NSE:MMP) Leave Little Room For ExcitementDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...Reported Earnings • Feb 14Third quarter 2025 earnings released: EPS: ₹4.27 (vs ₹3.52 in 3Q 2024)Third quarter 2025 results: EPS: ₹4.27 (up from ₹3.52 in 3Q 2024). Revenue: ₹1.69b (up 20% from 3Q 2024). Net income: ₹108.5m (up 22% from 3Q 2024). Profit margin: 6.4% (up from 6.3% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Dec 03Here's Why MMP Industries (NSE:MMP) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Nov 13Second quarter 2025 earnings released: EPS: ₹2.29 (vs ₹1.84 in 2Q 2024)Second quarter 2025 results: EPS: ₹2.29 (up from ₹1.84 in 2Q 2024). Revenue: ₹1.45b (up 15% from 2Q 2024). Net income: ₹58.3m (up 25% from 2Q 2024). Profit margin: 4.0% (up from 3.7% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 12MMP Industries Limited to Report Q2, 2025 Results on Nov 12, 2024MMP Industries Limited announced that they will report Q2, 2025 results on Nov 12, 2024New Risk • Oct 25New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₹8.40b (US$99.9m) 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: Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (₹8.40b market cap, or US$99.9m).お知らせ • Aug 30MMP Industries Limited Approves a Final Dividend for the Year Ended March 31, 2024MMP Industries Limited announced that at the AGM held on 28 August, 2024 approved a final dividend of INR 1.5/- per equity share for the year ended March 31, 2024.分析記事 • Aug 22Increases to CEO Compensation Might Be Put On Hold For Now at MMP Industries Limited (NSE:MMP)Key Insights MMP Industries' Annual General Meeting to take place on 28th of August Total pay for CEO Arun Bhandari...分析記事 • Aug 20MMP Industries Limited's (NSE:MMP) Share Price Boosted 28% But Its Business Prospects Need A Lift TooMMP Industries Limited ( NSE:MMP ) shareholders have had their patience rewarded with a 28% share price jump in the...分析記事 • Aug 10MMP Industries' (NSE:MMP) Dividend Will Be Increased To ₹1.50MMP Industries Limited ( NSE:MMP ) has announced that it will be increasing its dividend from last year's comparable...Declared Dividend • Aug 09Dividend increased to ₹1.50Dividend of ₹1.50 is 50% higher than last year. Ex-date: 23rd August 2024 Payment date: 27th September 2024 Dividend yield will be 0.4%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is covered by earnings (12% 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 14% per year over the past 3 years and payments have been stable during that time. Earnings per share has grown by 8.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Aug 08MMP Industries Limited, Annual General Meeting, Aug 28, 2024MMP Industries Limited, Annual General Meeting, Aug 28, 2024, at 11:00 Indian Standard Time.Valuation Update With 7 Day Price Move • Jul 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹330, the stock trades at a trailing P/E ratio of 24x. Average trailing P/E is 26x in the Metals and Mining industry in India. Total returns to shareholders of 79% over the past three years.Reported Earnings • Jul 23First quarter 2025 earnings released: EPS: ₹4.46 (vs ₹3.16 in 1Q 2024)First quarter 2025 results: EPS: ₹4.46 (up from ₹3.16 in 1Q 2024). Revenue: ₹1.56b (up 2.7% from 1Q 2024). Net income: ₹113.3m (up 41% from 1Q 2024). Profit margin: 7.3% (up from 5.3% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 27MMP Industries Limited Recommends Maiden Final Dividend for the Fiscal Year 2024MMP Industries Limited announced that at the board meeting held on May 24, 2024, The Board of Directors has also recommended its maiden final dividend for Fiscal Year 2023-24 @ 15% i.e., INR 1.5 per equity share of face value of INR 10 each, subject to approval by the Shareholders at the ensuing 51st Annual General Meeting (AGM).お知らせ • May 26MMP Industries Limited Reaffirms Revenue Guidance for the Fiscal Year 2025MMP Industries Limited reaffirmed revenue guidance for the fiscal year 2025. Looking ahead, the company maintains its earlier guidance of an overall revenue growth of 20-22% for the fiscal year 2025.Reported Earnings • May 25Full year 2024 earnings released: EPS: ₹12.46 (vs ₹8.39 in FY 2023)Full year 2024 results: EPS: ₹12.46 (up from ₹8.39 in FY 2023). Revenue: ₹5.80b (up 7.7% from FY 2023). Net income: ₹316.4m (up 48% from FY 2023). Profit margin: 5.5% (up from 4.0% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹300, the stock trades at a trailing P/E ratio of 26.7x. Average trailing P/E is 23x in the Metals and Mining industry in India. Total returns to shareholders of 263% over the past three years.お知らせ • Mar 23MMP Industries Limited Elects Ulka Kulkarni as Independent Director for Term of Five YearsMMP Industries Limited elected Ms. Ulka Kulkarni (DIN: 07085469) as Independent Director for term of five years.分析記事 • Mar 22MMP Industries (NSE:MMP) May Have Issues Allocating Its CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...分析記事 • Feb 15Investors Still Aren't Entirely Convinced By MMP Industries Limited's (NSE:MMP) Earnings Despite 25% Price JumpMMP Industries Limited ( NSE:MMP ) shareholders have had their patience rewarded with a 25% share price jump in the...Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: ₹3.52 (vs ₹2.48 in 3Q 2023)Third quarter 2024 results: EPS: ₹3.52 (up from ₹2.48 in 3Q 2023). Revenue: ₹1.41b (up 11% from 3Q 2023). Net income: ₹89.3m (up 42% from 3Q 2023). Profit margin: 6.3% (up from 4.9% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Feb 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 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: 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 (7.6% average weekly change). Market cap is less than US$100m (₹6.97b market cap, or US$84.0m).Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹237, the stock trades at a trailing P/E ratio of 23.3x. Average trailing P/E is 24x in the Metals and Mining industry in India. Total returns to shareholders of 182% over the past three years.分析記事 • Jan 15MMP Industries (NSE:MMP) Ticks All The Boxes When It Comes To Earnings GrowthThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: ₹1.84 (vs ₹1.36 in 2Q 2023)Second quarter 2024 results: EPS: ₹1.84 (up from ₹1.36 in 2Q 2023). Revenue: ₹1.27b (up 6.7% from 2Q 2023). Net income: ₹46.7m (up 36% from 2Q 2023). Profit margin: 3.7% (up from 2.9% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Sep 05These 4 Measures Indicate That MMP Industries (NSE:MMP) Is Using Debt ExtensivelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Reported Earnings • Jul 30First quarter 2024 earnings released: EPS: ₹3.16 (vs ₹1.85 in 1Q 2023)First quarter 2024 results: EPS: ₹3.16 (up from ₹1.85 in 1Q 2023). Revenue: ₹1.51b (up 2.2% from 1Q 2023). Net income: ₹80.3m (up 71% from 1Q 2023). Profit margin: 5.3% (up from 3.2% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jun 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹206, the stock trades at a trailing P/E ratio of 24.5x. Average trailing P/E is 15x in the Metals and Mining industry in India. Total returns to shareholders of 153% over the past three years.Reported Earnings • May 30Full year 2023 earnings released: EPS: ₹8.39 (vs ₹11.41 in FY 2022)Full year 2023 results: EPS: ₹8.39 (down from ₹11.41 in FY 2022). Revenue: ₹5.39b (up 20% from FY 2022). Net income: ₹213.2m (down 26% from FY 2022). Profit margin: 4.0% (down from 6.5% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹174, the stock trades at a trailing P/E ratio of 18.7x. Average trailing P/E is 15x in the Metals and Mining industry in India. Total returns to shareholders of 214% over the past three years.Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹117, the stock trades at a trailing P/E ratio of 12.6x. Average trailing P/E is 14x in the Metals and Mining industry in India. Total returns to shareholders of 109% over the past three years.分析記事 • Mar 28MMP Industries (NSE:MMP) Takes On Some Risk With Its Use Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Feb 03Third quarter 2023 earnings released: EPS: ₹2.48 (vs ₹2.60 in 3Q 2022)Third quarter 2023 results: EPS: ₹2.48 (down from ₹2.60 in 3Q 2022). Revenue: ₹1.28b (up 9.9% from 3Q 2022). Net income: ₹62.9m (down 4.6% from 3Q 2022). Profit margin: 4.9% (down from 5.7% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Non Executive Director Mayank Bhandari was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Aug 11Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 18 August 2022. Payment date: 28 September 2022. Payout ratio is a comfortable 9.1% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.7%). Lower than average of industry peers (6.7%).お知らせ • Aug 07MMP Industries Limited, Annual General Meeting, Aug 29, 2022MMP Industries Limited, Annual General Meeting, Aug 29, 2022, at 11:00 Indian Standard Time. Agenda: To receive, consider and adopt the Audited Financial Statements (Standalone & Consolidated) of the Company for the year 2021-22 ended 31st March 2022, comprising of the Balance Sheet as at 31st March 2022, Statement of Profit & Loss and Statement of Cash Flow for the year 2021-22 ended 31st March 2022, together with the Report of the Statutory Auditors and Board's Report thereon; to declare a final dividend of equity share for the year ended March 31, 2022; to appoint a Director in place of Narasimham Murthy Tenneti, (DIN - 08342116), [Category Non-Promoter & Executive], who retires by rotation and, being eligible, offers himself for re-appointment; to re-appointment of Statutory Auditors; and to consider other matters matters.Reported Earnings • Jul 17First quarter 2023 earnings released: EPS: ₹1.85 (vs ₹2.25 in 1Q 2022)First quarter 2023 results: EPS: ₹1.85 (down from ₹2.25 in 1Q 2022). Net income: ₹47.0m (down 18% from 1Q 2022). Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 14% per year.Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₹152, the stock trades at a trailing P/E ratio of 13.3x. Average trailing P/E is 12x in the Metals and Mining industry in India. Total returns to shareholders of 34% over the past three years.Reported Earnings • Jun 03Full year 2022 earnings released: EPS: ₹11.41 (vs ₹6.87 in FY 2021)Full year 2022 results: EPS: ₹11.41 (up from ₹6.87 in FY 2021). Revenue: ₹4.49b (up 95% from FY 2021). Net income: ₹289.9m (up 66% from FY 2021). Profit margin: 6.5% (down from 7.6% 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 8% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹213, the stock trades at a trailing P/E ratio of 20.3x. Average trailing P/E is 13x in the Metals and Mining industry in India. Total returns to shareholders of 74% over the past three years.分析記事 • May 10Returns On Capital At MMP Industries (NSE:MMP) Paint A Concerning PictureTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...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. 6 experienced directors. 2 highly experienced directors. Whole-Time Director Tenneti Murthy was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improved over the past weekAfter last week's 28% share price gain to ₹201, the stock trades at a trailing P/E ratio of 19.1x. Average trailing P/E is 13x in the Metals and Mining industry in India. Total returns to shareholders of 80% over the past three years.お知らせ • Feb 11MMP Industries Limited Provides Revenue Guidance for the First Half and Full Year 2022MMP Industries Limited provided revenue guidance for the first half and full year 2022. As can be seen, the start of half year-2 fiscal year 2022 has shown higher revenues which is as per usual market scenario and this is expected to continue in quarter-4 fiscal year 2022 with good momentum in both powder and foil divisions.Reported Earnings • Feb 10Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹2.60 (up from ₹2.36 in 3Q 2021). Revenue: ₹1.16b (up 63% from 3Q 2021). Net income: ₹65.9m (up 10% from 3Q 2021). Profit margin: 5.7% (down from 8.3% 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 3% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jan 27Capital Allocation Trends At MMP Industries (NSE:MMP) Aren't IdealFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₹157, the stock trades at a trailing P/E ratio of 15.9x. Average trailing P/E is 14x in the Metals and Mining industry in India. Total returns to shareholders of 23% over the past three years.分析記事 • Jan 06MMP Industries (NSE:MMP) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Board Change • Dec 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 2 highly experienced directors. Whole-Time Director Tenneti Murthy was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 28Second quarter 2022 earnings released: EPS ₹2.95 (vs ₹1.89 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2022 results: Revenue: ₹924.7m (up 80% from 2Q 2021). Net income: ₹75.0m (up 56% from 2Q 2021). Profit margin: 8.1% (down from 9.3% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Sep 09Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹168, the stock trades at a trailing P/E ratio of 19x. Average trailing P/E is 11x in the Metals and Mining industry in India. Total returns to shareholders of 11% over the past three years.Recent Insider Transactions • Aug 12Insider recently sold ₹1.6m worth of stockOn the 9th of August, Manisha Khandelwal sold around 10k shares on-market at roughly ₹163 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹1.6m more than they bought in the last 12 months.Reported Earnings • Aug 01First quarter 2022 earnings released: EPS ₹2.25 (vs ₹0.27 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: ₹862.6m (up 140% from 1Q 2021). Net income: ₹57.2m (up ₹50.4m from 1Q 2021). Profit margin: 6.6% (up from 1.9% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jul 29Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹158, the stock trades at a trailing P/E ratio of 22.9x. Average trailing P/E is 15x in the Metals and Mining industry in India. Total returns to shareholders of 8.4% over the past three years.Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₹136, the stock trades at a trailing P/E ratio of 19.8x. Average trailing P/E is 15x in the Metals and Mining industry in India. Total returns to shareholders of 7.4% over the past three years.分析記事 • Jun 30Is MMP Industries (NSE:MMP) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Jun 30MMP Industries Limited Recommends Maiden Final Dividend for the Year 2021The Board of Directors of MMP Industries Limited has recommended its maiden final dividend for Fiscal Year 2020-21 at 10% that is, INR 1 per equity share of face value of INR 10 each, subject to approval by the Shareholders at the ensuing 48th Annual General Meeting (AGM).Reported Earnings • Jun 27Full year 2021 earnings released: EPS ₹6.87 (vs ₹7.31 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹2.31b (down 4.6% from FY 2020). Net income: ₹174.5m (down 6.1% from FY 2020). Profit margin: 7.6% (down from 7.7% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹118, the stock trades at a trailing P/E ratio of 22.8x. Average trailing P/E is 16x in the Metals and Mining industry in India. Total loss to shareholders of 7.7% over the past three years.分析記事 • Mar 15Here's Why MMP Industries (NSE:MMP) Has A Meaningful Debt BurdenHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Is New 90 Day High Low • Feb 23New 90-day high: ₹95.90The company is up 18% from its price of ₹81.30 on 25 November 2020. The Indian market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 35% over the same period.分析記事 • Feb 05Can Mixed Fundamentals Have A Negative Impact on MMP Industries Limited (NSE:MMP) Current Share Price Momentum?MMP Industries (NSE:MMP) has had a great run on the share market with its stock up by a significant 16% over the last...Is New 90 Day High Low • Jan 11New 90-day high: ₹93.75The company is up 17% from its price of ₹79.95 on 13 October 2020. The Indian market is up 23% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 60% over the same period.分析記事 • Jan 09Should You Be Impressed By MMP Industries' (NSE:MMP) Returns on Capital?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...Is New 90 Day High Low • Dec 15New 90-day high: ₹90.10The company is up 5.0% from its price of ₹85.70 on 15 September 2020. The Indian market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 26% over the same period.分析記事 • Dec 14MMP Industries (NSE:MMP) Has A Somewhat Strained Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Valuation Update With 7 Day Price Move • Nov 16Market bids up stock over the past weekAfter last week's 20% share price gain to ₹86.80, the stock is trading at a trailing P/E ratio of 16.8x, up from the previous P/E ratio of 14x. This compares to an average P/E of 12x in the Metals and Mining industry in India. Total return to shareholders over the past year is a loss of 21%. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、MMP Industries は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測NSEI:MMP - 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3/31/20268,240310-25533N/A12/31/20257,974239N/AN/AN/A9/30/20257,62523372505N/A6/30/20257,196221N/AN/AN/A3/31/20256,91938948568N/A12/31/20246,289380N/AN/AN/A9/30/20246,014361-76477N/A6/30/20245,826349N/AN/AN/A3/31/20245,785316-9428N/A12/31/20235,619285N/AN/AN/A9/30/20235,487259-17455N/A6/30/20235,415246N/AN/AN/A3/31/20235,38321325328N/A12/31/20225,481236N/AN/AN/A9/30/20225,368239199480N/A6/30/20225,103280N/AN/AN/A3/31/20224,483290-305190N/A12/31/20213,721268N/AN/AN/A9/30/20213,219252-695-194N/A6/30/20212,810225N/AN/AN/A3/31/20212,307174-24359N/A12/31/20202,147143N/AN/AN/A9/30/20202,098131-312198N/A6/30/20202,121135N/AN/AN/A3/31/20202,418186-323181N/A12/31/20192,528207N/A242N/A9/30/20192,637228N/A275N/A6/30/20192,681229N/AN/AN/A3/31/20192,606226N/A104N/A9/30/20182,538217N/A11N/A6/30/20182,483204N/A78N/A3/31/20182,427190N/A145N/A3/31/20172,032172N/A144N/A3/31/20161,80689N/A142N/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: MMPの予測収益成長が 貯蓄率 ( 6.9% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: MMPの収益がIndian市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: MMPの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: MMPの収益がIndian市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: MMPの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。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: MMPの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘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2026/05/31 09:32終値2026/05/29 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MMP Industries Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
お知らせ • May 26MMP Industries Limited Reaffirms Revenue Guidance for the Fiscal Year 2025MMP Industries Limited reaffirmed revenue guidance for the fiscal year 2025. Looking ahead, the company maintains its earlier guidance of an overall revenue growth of 20-22% for the fiscal year 2025.
お知らせ • Feb 11MMP Industries Limited Provides Revenue Guidance for the First Half and Full Year 2022MMP Industries Limited provided revenue guidance for the first half and full year 2022. As can be seen, the start of half year-2 fiscal year 2022 has shown higher revenues which is as per usual market scenario and this is expected to continue in quarter-4 fiscal year 2022 with good momentum in both powder and foil divisions.
分析記事 • 8hMMP Industries' (NSE:MMP) Conservative Accounting Might Explain Soft EarningsSoft earnings didn't appear to concern MMP Industries Limited's ( NSE:MMP ) shareholders over the last week. We did...
New Risk • May 26New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 123% Dividend yield: 0.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (53% net debt to equity). Dividend is not well covered by cash flows (123% cash payout ratio). Profit margins are more than 30% lower than last year (3.8% net profit margin). Market cap is less than US$100m (₹7.35b market cap, or US$77.2m).
Reported Earnings • May 26Full year 2026 earnings released: EPS: ₹12.21 (vs ₹15.30 in FY 2025)Full year 2026 results: EPS: ₹12.21 (down from ₹15.30 in FY 2025). Revenue: ₹8.25b (up 19% from FY 2025). Net income: ₹310.1m (down 20% from FY 2025). Profit margin: 3.8% (down from 5.6% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹296, the stock trades at a trailing P/E ratio of 31.5x. Average trailing P/E is 23x in the Metals and Mining industry in India. Total returns to shareholders of 62% over the past three years.
Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₹228, the stock trades at a trailing P/E ratio of 24.3x. Average trailing P/E is 20x in the Metals and Mining industry in India. Total returns to shareholders of 68% over the past three years.
Reported Earnings • Feb 18Third quarter 2026 earnings released: EPS: ₹4.50 (vs ₹4.27 in 3Q 2025)Third quarter 2026 results: EPS: ₹4.50 (up from ₹4.27 in 3Q 2025). Revenue: ₹2.03b (up 21% from 3Q 2025). Net income: ₹114.2m (up 5.2% from 3Q 2025). Profit margin: 5.6% (down from 6.4% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Nov 15MMP Industries' (NSE:MMP) Soft Earnings Are Actually Better Than They AppearInvestors were disappointed with the weak earnings posted by MMP Industries Limited ( NSE:MMP ). While the headline...
Reported Earnings • Nov 12Second quarter 2026 earnings released: EPS: ₹2.76 (vs ₹2.29 in 2Q 2025)Second quarter 2026 results: EPS: ₹2.76 (up from ₹2.29 in 2Q 2025). Revenue: ₹1.88b (up 30% from 2Q 2025). Net income: ₹70.1m (up 20% from 2Q 2025). Profit margin: 3.7% (down from 4.0% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Nov 01Investor Optimism Abounds MMP Industries Limited (NSE:MMP) But Growth Is LackingWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") below 27x, you may consider MMP...
分析記事 • Aug 18MMP Industries' (NSE:MMP) Upcoming Dividend Will Be Larger Than Last Year'sMMP Industries Limited's ( NSE:MMP ) dividend will be increasing from last year's payment of the same period to ₹2.00...
Declared Dividend • Aug 18Dividend increased to ₹2.00Dividend of ₹2.00 is 33% higher than last year. Ex-date: 1st September 2025 Payment date: 8th October 2025 Dividend yield will be 0.8%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is covered by both earnings (13% earnings payout ratio) and cash flows (83% cash payout ratio). The dividend has increased by an average of 19% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 10% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 14MMP Industries Limited, Annual General Meeting, Sep 08, 2025MMP Industries Limited, Annual General Meeting, Sep 08, 2025, at 11:00 Indian Standard Time.
Reported Earnings • Aug 12First quarter 2026 earnings released: ₹2.13 loss per share (vs ₹4.46 profit in 1Q 2025)First quarter 2026 results: ₹2.13 loss per share (down from ₹4.46 profit in 1Q 2025). Revenue: ₹1.83b (up 18% from 1Q 2025). Net loss: ₹54.1m (down 148% from profit in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 18% per year.
分析記事 • Jul 02MMP Industries (NSE:MMP) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Board Change • Jul 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Independent Director Ulka Kulkarni was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
New Risk • Jun 28New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 45% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (45% net debt to equity). Market cap is less than US$100m (₹7.24b market cap, or US$84.7m).
分析記事 • May 31Why Investors Shouldn't Be Surprised By MMP Industries Limited's (NSE:MMP) Low P/EMMP Industries Limited's ( NSE:MMP ) price-to-earnings (or "P/E") ratio of 16x might make it look like a buy right now...
Valuation Update With 7 Day Price Move • Mar 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹259, the stock trades at a trailing P/E ratio of 17.3x. Average trailing P/E is 21x in the Metals and Mining industry in India. Total returns to shareholders of 36% over the past three years.
分析記事 • Mar 05Slowing Rates Of Return At MMP Industries (NSE:MMP) Leave Little Room For ExcitementDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
Reported Earnings • Feb 14Third quarter 2025 earnings released: EPS: ₹4.27 (vs ₹3.52 in 3Q 2024)Third quarter 2025 results: EPS: ₹4.27 (up from ₹3.52 in 3Q 2024). Revenue: ₹1.69b (up 20% from 3Q 2024). Net income: ₹108.5m (up 22% from 3Q 2024). Profit margin: 6.4% (up from 6.3% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Dec 03Here's Why MMP Industries (NSE:MMP) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Nov 13Second quarter 2025 earnings released: EPS: ₹2.29 (vs ₹1.84 in 2Q 2024)Second quarter 2025 results: EPS: ₹2.29 (up from ₹1.84 in 2Q 2024). Revenue: ₹1.45b (up 15% from 2Q 2024). Net income: ₹58.3m (up 25% from 2Q 2024). Profit margin: 4.0% (up from 3.7% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 12MMP Industries Limited to Report Q2, 2025 Results on Nov 12, 2024MMP Industries Limited announced that they will report Q2, 2025 results on Nov 12, 2024
New Risk • Oct 25New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₹8.40b (US$99.9m) 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: Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (₹8.40b market cap, or US$99.9m).
お知らせ • Aug 30MMP Industries Limited Approves a Final Dividend for the Year Ended March 31, 2024MMP Industries Limited announced that at the AGM held on 28 August, 2024 approved a final dividend of INR 1.5/- per equity share for the year ended March 31, 2024.
分析記事 • Aug 22Increases to CEO Compensation Might Be Put On Hold For Now at MMP Industries Limited (NSE:MMP)Key Insights MMP Industries' Annual General Meeting to take place on 28th of August Total pay for CEO Arun Bhandari...
分析記事 • Aug 20MMP Industries Limited's (NSE:MMP) Share Price Boosted 28% But Its Business Prospects Need A Lift TooMMP Industries Limited ( NSE:MMP ) shareholders have had their patience rewarded with a 28% share price jump in the...
分析記事 • Aug 10MMP Industries' (NSE:MMP) Dividend Will Be Increased To ₹1.50MMP Industries Limited ( NSE:MMP ) has announced that it will be increasing its dividend from last year's comparable...
Declared Dividend • Aug 09Dividend increased to ₹1.50Dividend of ₹1.50 is 50% higher than last year. Ex-date: 23rd August 2024 Payment date: 27th September 2024 Dividend yield will be 0.4%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is covered by earnings (12% 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 14% per year over the past 3 years and payments have been stable during that time. Earnings per share has grown by 8.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 08MMP Industries Limited, Annual General Meeting, Aug 28, 2024MMP Industries Limited, Annual General Meeting, Aug 28, 2024, at 11:00 Indian Standard Time.
Valuation Update With 7 Day Price Move • Jul 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹330, the stock trades at a trailing P/E ratio of 24x. Average trailing P/E is 26x in the Metals and Mining industry in India. Total returns to shareholders of 79% over the past three years.
Reported Earnings • Jul 23First quarter 2025 earnings released: EPS: ₹4.46 (vs ₹3.16 in 1Q 2024)First quarter 2025 results: EPS: ₹4.46 (up from ₹3.16 in 1Q 2024). Revenue: ₹1.56b (up 2.7% from 1Q 2024). Net income: ₹113.3m (up 41% from 1Q 2024). Profit margin: 7.3% (up from 5.3% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 27MMP Industries Limited Recommends Maiden Final Dividend for the Fiscal Year 2024MMP Industries Limited announced that at the board meeting held on May 24, 2024, The Board of Directors has also recommended its maiden final dividend for Fiscal Year 2023-24 @ 15% i.e., INR 1.5 per equity share of face value of INR 10 each, subject to approval by the Shareholders at the ensuing 51st Annual General Meeting (AGM).
お知らせ • May 26MMP Industries Limited Reaffirms Revenue Guidance for the Fiscal Year 2025MMP Industries Limited reaffirmed revenue guidance for the fiscal year 2025. Looking ahead, the company maintains its earlier guidance of an overall revenue growth of 20-22% for the fiscal year 2025.
Reported Earnings • May 25Full year 2024 earnings released: EPS: ₹12.46 (vs ₹8.39 in FY 2023)Full year 2024 results: EPS: ₹12.46 (up from ₹8.39 in FY 2023). Revenue: ₹5.80b (up 7.7% from FY 2023). Net income: ₹316.4m (up 48% from FY 2023). Profit margin: 5.5% (up from 4.0% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹300, the stock trades at a trailing P/E ratio of 26.7x. Average trailing P/E is 23x in the Metals and Mining industry in India. Total returns to shareholders of 263% over the past three years.
お知らせ • Mar 23MMP Industries Limited Elects Ulka Kulkarni as Independent Director for Term of Five YearsMMP Industries Limited elected Ms. Ulka Kulkarni (DIN: 07085469) as Independent Director for term of five years.
分析記事 • Mar 22MMP Industries (NSE:MMP) May Have Issues Allocating Its CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
分析記事 • Feb 15Investors Still Aren't Entirely Convinced By MMP Industries Limited's (NSE:MMP) Earnings Despite 25% Price JumpMMP Industries Limited ( NSE:MMP ) shareholders have had their patience rewarded with a 25% share price jump in the...
Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: ₹3.52 (vs ₹2.48 in 3Q 2023)Third quarter 2024 results: EPS: ₹3.52 (up from ₹2.48 in 3Q 2023). Revenue: ₹1.41b (up 11% from 3Q 2023). Net income: ₹89.3m (up 42% from 3Q 2023). Profit margin: 6.3% (up from 4.9% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Feb 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 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: 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 (7.6% average weekly change). Market cap is less than US$100m (₹6.97b market cap, or US$84.0m).
Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹237, the stock trades at a trailing P/E ratio of 23.3x. Average trailing P/E is 24x in the Metals and Mining industry in India. Total returns to shareholders of 182% over the past three years.
分析記事 • Jan 15MMP Industries (NSE:MMP) Ticks All The Boxes When It Comes To Earnings GrowthThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: ₹1.84 (vs ₹1.36 in 2Q 2023)Second quarter 2024 results: EPS: ₹1.84 (up from ₹1.36 in 2Q 2023). Revenue: ₹1.27b (up 6.7% from 2Q 2023). Net income: ₹46.7m (up 36% from 2Q 2023). Profit margin: 3.7% (up from 2.9% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Sep 05These 4 Measures Indicate That MMP Industries (NSE:MMP) Is Using Debt ExtensivelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Reported Earnings • Jul 30First quarter 2024 earnings released: EPS: ₹3.16 (vs ₹1.85 in 1Q 2023)First quarter 2024 results: EPS: ₹3.16 (up from ₹1.85 in 1Q 2023). Revenue: ₹1.51b (up 2.2% from 1Q 2023). Net income: ₹80.3m (up 71% from 1Q 2023). Profit margin: 5.3% (up from 3.2% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jun 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹206, the stock trades at a trailing P/E ratio of 24.5x. Average trailing P/E is 15x in the Metals and Mining industry in India. Total returns to shareholders of 153% over the past three years.
Reported Earnings • May 30Full year 2023 earnings released: EPS: ₹8.39 (vs ₹11.41 in FY 2022)Full year 2023 results: EPS: ₹8.39 (down from ₹11.41 in FY 2022). Revenue: ₹5.39b (up 20% from FY 2022). Net income: ₹213.2m (down 26% from FY 2022). Profit margin: 4.0% (down from 6.5% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹174, the stock trades at a trailing P/E ratio of 18.7x. Average trailing P/E is 15x in the Metals and Mining industry in India. Total returns to shareholders of 214% over the past three years.
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹117, the stock trades at a trailing P/E ratio of 12.6x. Average trailing P/E is 14x in the Metals and Mining industry in India. Total returns to shareholders of 109% over the past three years.
分析記事 • Mar 28MMP Industries (NSE:MMP) Takes On Some Risk With Its Use Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Feb 03Third quarter 2023 earnings released: EPS: ₹2.48 (vs ₹2.60 in 3Q 2022)Third quarter 2023 results: EPS: ₹2.48 (down from ₹2.60 in 3Q 2022). Revenue: ₹1.28b (up 9.9% from 3Q 2022). Net income: ₹62.9m (down 4.6% from 3Q 2022). Profit margin: 4.9% (down from 5.7% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Non Executive Director Mayank Bhandari was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Aug 11Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 18 August 2022. Payment date: 28 September 2022. Payout ratio is a comfortable 9.1% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.7%). Lower than average of industry peers (6.7%).
お知らせ • Aug 07MMP Industries Limited, Annual General Meeting, Aug 29, 2022MMP Industries Limited, Annual General Meeting, Aug 29, 2022, at 11:00 Indian Standard Time. Agenda: To receive, consider and adopt the Audited Financial Statements (Standalone & Consolidated) of the Company for the year 2021-22 ended 31st March 2022, comprising of the Balance Sheet as at 31st March 2022, Statement of Profit & Loss and Statement of Cash Flow for the year 2021-22 ended 31st March 2022, together with the Report of the Statutory Auditors and Board's Report thereon; to declare a final dividend of equity share for the year ended March 31, 2022; to appoint a Director in place of Narasimham Murthy Tenneti, (DIN - 08342116), [Category Non-Promoter & Executive], who retires by rotation and, being eligible, offers himself for re-appointment; to re-appointment of Statutory Auditors; and to consider other matters matters.
Reported Earnings • Jul 17First quarter 2023 earnings released: EPS: ₹1.85 (vs ₹2.25 in 1Q 2022)First quarter 2023 results: EPS: ₹1.85 (down from ₹2.25 in 1Q 2022). Net income: ₹47.0m (down 18% from 1Q 2022). Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 14% per year.
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₹152, the stock trades at a trailing P/E ratio of 13.3x. Average trailing P/E is 12x in the Metals and Mining industry in India. Total returns to shareholders of 34% over the past three years.
Reported Earnings • Jun 03Full year 2022 earnings released: EPS: ₹11.41 (vs ₹6.87 in FY 2021)Full year 2022 results: EPS: ₹11.41 (up from ₹6.87 in FY 2021). Revenue: ₹4.49b (up 95% from FY 2021). Net income: ₹289.9m (up 66% from FY 2021). Profit margin: 6.5% (down from 7.6% 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 8% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹213, the stock trades at a trailing P/E ratio of 20.3x. Average trailing P/E is 13x in the Metals and Mining industry in India. Total returns to shareholders of 74% over the past three years.
分析記事 • May 10Returns On Capital At MMP Industries (NSE:MMP) Paint A Concerning PictureTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
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. 6 experienced directors. 2 highly experienced directors. Whole-Time Director Tenneti Murthy was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improved over the past weekAfter last week's 28% share price gain to ₹201, the stock trades at a trailing P/E ratio of 19.1x. Average trailing P/E is 13x in the Metals and Mining industry in India. Total returns to shareholders of 80% over the past three years.
お知らせ • Feb 11MMP Industries Limited Provides Revenue Guidance for the First Half and Full Year 2022MMP Industries Limited provided revenue guidance for the first half and full year 2022. As can be seen, the start of half year-2 fiscal year 2022 has shown higher revenues which is as per usual market scenario and this is expected to continue in quarter-4 fiscal year 2022 with good momentum in both powder and foil divisions.
Reported Earnings • Feb 10Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹2.60 (up from ₹2.36 in 3Q 2021). Revenue: ₹1.16b (up 63% from 3Q 2021). Net income: ₹65.9m (up 10% from 3Q 2021). Profit margin: 5.7% (down from 8.3% 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 3% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jan 27Capital Allocation Trends At MMP Industries (NSE:MMP) Aren't IdealFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₹157, the stock trades at a trailing P/E ratio of 15.9x. Average trailing P/E is 14x in the Metals and Mining industry in India. Total returns to shareholders of 23% over the past three years.
分析記事 • Jan 06MMP Industries (NSE:MMP) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Board Change • Dec 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 2 highly experienced directors. Whole-Time Director Tenneti Murthy was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 28Second quarter 2022 earnings released: EPS ₹2.95 (vs ₹1.89 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2022 results: Revenue: ₹924.7m (up 80% from 2Q 2021). Net income: ₹75.0m (up 56% from 2Q 2021). Profit margin: 8.1% (down from 9.3% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Sep 09Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹168, the stock trades at a trailing P/E ratio of 19x. Average trailing P/E is 11x in the Metals and Mining industry in India. Total returns to shareholders of 11% over the past three years.
Recent Insider Transactions • Aug 12Insider recently sold ₹1.6m worth of stockOn the 9th of August, Manisha Khandelwal sold around 10k shares on-market at roughly ₹163 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹1.6m more than they bought in the last 12 months.
Reported Earnings • Aug 01First quarter 2022 earnings released: EPS ₹2.25 (vs ₹0.27 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: ₹862.6m (up 140% from 1Q 2021). Net income: ₹57.2m (up ₹50.4m from 1Q 2021). Profit margin: 6.6% (up from 1.9% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jul 29Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹158, the stock trades at a trailing P/E ratio of 22.9x. Average trailing P/E is 15x in the Metals and Mining industry in India. Total returns to shareholders of 8.4% over the past three years.
Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₹136, the stock trades at a trailing P/E ratio of 19.8x. Average trailing P/E is 15x in the Metals and Mining industry in India. Total returns to shareholders of 7.4% over the past three years.
分析記事 • Jun 30Is MMP Industries (NSE:MMP) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Jun 30MMP Industries Limited Recommends Maiden Final Dividend for the Year 2021The Board of Directors of MMP Industries Limited has recommended its maiden final dividend for Fiscal Year 2020-21 at 10% that is, INR 1 per equity share of face value of INR 10 each, subject to approval by the Shareholders at the ensuing 48th Annual General Meeting (AGM).
Reported Earnings • Jun 27Full year 2021 earnings released: EPS ₹6.87 (vs ₹7.31 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹2.31b (down 4.6% from FY 2020). Net income: ₹174.5m (down 6.1% from FY 2020). Profit margin: 7.6% (down from 7.7% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹118, the stock trades at a trailing P/E ratio of 22.8x. Average trailing P/E is 16x in the Metals and Mining industry in India. Total loss to shareholders of 7.7% over the past three years.
分析記事 • Mar 15Here's Why MMP Industries (NSE:MMP) Has A Meaningful Debt BurdenHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Is New 90 Day High Low • Feb 23New 90-day high: ₹95.90The company is up 18% from its price of ₹81.30 on 25 November 2020. The Indian market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 35% over the same period.
分析記事 • Feb 05Can Mixed Fundamentals Have A Negative Impact on MMP Industries Limited (NSE:MMP) Current Share Price Momentum?MMP Industries (NSE:MMP) has had a great run on the share market with its stock up by a significant 16% over the last...
Is New 90 Day High Low • Jan 11New 90-day high: ₹93.75The company is up 17% from its price of ₹79.95 on 13 October 2020. The Indian market is up 23% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 60% over the same period.
分析記事 • Jan 09Should You Be Impressed By MMP Industries' (NSE:MMP) Returns on Capital?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...
Is New 90 Day High Low • Dec 15New 90-day high: ₹90.10The company is up 5.0% from its price of ₹85.70 on 15 September 2020. The Indian market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 26% over the same period.
分析記事 • Dec 14MMP Industries (NSE:MMP) Has A Somewhat Strained Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Valuation Update With 7 Day Price Move • Nov 16Market bids up stock over the past weekAfter last week's 20% share price gain to ₹86.80, the stock is trading at a trailing P/E ratio of 16.8x, up from the previous P/E ratio of 14x. This compares to an average P/E of 12x in the Metals and Mining industry in India. Total return to shareholders over the past year is a loss of 21%.