View Financial HealthUPL 配当と自社株買い配当金 基準チェック /46UPL配当を支払う会社であり、現在の利回りは0.95%で、収益によって十分にカバーされています。主要情報0.9%配当利回り-3.2%バイバック利回り総株主利回り-2.2%将来の配当利回り1.2%配当成長2.8%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向27%最近の配当と自社株買いの更新Upcoming Dividend • Jul 04Upcoming dividend of ₹6.00 per shareEligible shareholders must have bought the stock before 11 July 2025. Payment date: 24 August 2025. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.2%). Higher than average of industry peers (0.7%).お知らせ • May 12UPL Limited Recommends DividendUPL Limited announced that at its board meeting held on May 12, 2025, recommended dividend of 300% that is INR 6 per equity share on equity shares of INR 2 each (on fully paid-up equity shares and partly paid-up equity shares in proportion to their share in the paid-up equity share capital), subject to approval of members at the upcoming Annual General Meeting (AGM). The dividend will be paid /dispatched within 30 days of the AGM.Declared Dividend • Aug 02Dividend reduced to ₹1.00Dividend of ₹1.00 is 90% lower than last year. Ex-date: 12th August 2024 Payment date: 26th September 2024 Dividend yield will be 0.2%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.Upcoming Dividend • Jul 27Upcoming dividend of ₹10.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 03 August 2023. Payment date: 17 September 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.6%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.9%).お知らせ • May 09UPL Limited Recommends DividendThe Board of UPL Limited has recommended dividend of 500% that is INR 10/- per equity share on equity shares of INR 2/- each, subject to approval of members at the upcoming Annual General Meeting. The dividend will be paid /dispatched within 30 days of the Annual General Meeting.すべての更新を表示Recent updates分析記事 • May 14UPL Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowUPL Limited ( NSE:UPL ) shareholders are probably feeling a little disappointed, since its shares fell 4.5% to ₹630 in...Reported Earnings • May 12Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2026 results: EPS: ₹22.32 (up from ₹9.87 in FY 2025). Revenue: ₹518.4b (up 11% from FY 2025). Net income: ₹19.2b (up 153% from FY 2025). Profit margin: 3.7% (up from 1.6% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) missed analyst estimates by 23%. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.お知らせ • May 04UPL Limited to Report Fiscal Year 2026 Results on May 11, 2026UPL Limited announced that they will report fiscal year 2026 results on May 11, 2026Valuation Update With 7 Day Price Move • Feb 25Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹626, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 27x in the Chemicals industry in India. Total loss to shareholders of 6.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹854 per share.Buy Or Sell Opportunity • Feb 23Now 28% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to ₹645. The fair value is estimated to be ₹898, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.7% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 169% in the next 2 years.分析記事 • Feb 05UPL Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowInvestors in UPL Limited ( NSE:UPL ) had a good week, as its shares rose 6.1% to close at ₹759 following the release of...Reported Earnings • Feb 03Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: ₹4.69 (down from ₹9.98 in 3Q 2025). Revenue: ₹122.7b (up 13% from 3Q 2025). Net income: ₹3.96b (down 52% from 3Q 2025). Profit margin: 3.2% (down from 7.6% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) missed analyst estimates by 37%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Feb 01Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.0% to ₹665. The fair value is estimated to be ₹838, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.9% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 102% in the next 2 years.お知らせ • Jan 27UPL Limited to Report Q3, 2026 Results on Feb 02, 2026UPL Limited announced that they will report Q3, 2026 results on Feb 02, 2026分析記事 • Jan 23Investors Met With Slowing Returns on Capital At UPL (NSE:UPL)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...分析記事 • Dec 22These 4 Measures Indicate That UPL (NSE:UPL) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Nov 24UPL Limited Announces Cessation of Dr. Vasant Gandhi as an Independent Director, Effective November 22, 2025UPL Limited announced that Dr. Vasant Gandhi (DIN: 00863653) has completed his second and final term as an Independent Director on November 22, 2025 and consequently ceased to be an Independent Director of the Company with effect from close of business hours from the aforesaid date.分析記事 • Nov 19We Think That There Are Issues Underlying UPL's (NSE:UPL) EarningsUPL Limited's ( NSE:UPL ) robust earnings report didn't manage to move the market for its stock. Our analysis suggests...分析記事 • Nov 09UPL Limited Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearUPL Limited ( NSE:UPL ) investors will be delighted, with the company turning in some strong numbers with its latest...Reported Earnings • Nov 07Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: ₹6.75 (up from ₹5.90 loss in 2Q 2025). Revenue: ₹120.2b (up 8.4% from 2Q 2025). Net income: ₹5.53b (up ₹9.96b from 2Q 2025). Profit margin: 4.6% (up from net loss in 2Q 2025). Revenue exceeded analyst estimates by 5.2%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.分析記事 • Nov 01Estimating The Fair Value Of UPL Limited (NSE:UPL)Key Insights Using the 2 Stage Free Cash Flow to Equity, UPL fair value estimate is ₹842 UPL's ₹720 share price...お知らせ • Oct 29UPL Limited to Report Q2, 2026 Results on Nov 06, 2025UPL Limited announced that they will report Q2, 2026 results on Nov 06, 2025Buy Or Sell Opportunity • Sep 26Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at ₹648. The fair value is estimated to be ₹835, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.2% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 266% in the next 2 years.分析記事 • Sep 23What UPL Limited's (NSE:UPL) P/S Is Not Telling YouThere wouldn't be many who think UPL Limited's ( NSE:UPL ) price-to-sales (or "P/S") ratio of 1.2x is worth a mention...分析記事 • Aug 21Return Trends At UPL (NSE:UPL) Aren't AppealingNSEI:UPL 1 Year Share Price vs Fair Value Explore UPL's Fair Values from the Community and select yours What are the...分析記事 • Aug 05UPL Limited (NSE:UPL) First-Quarter Results: Here's What Analysts Are Forecasting For This YearUPL Limited ( NSE:UPL ) shareholders are probably feeling a little disappointed, since its shares fell 2.5% to ₹712 in...Reported Earnings • Aug 02First quarter 2026 earnings released: ₹1.98 loss per share (vs ₹6.02 loss in 1Q 2025)First quarter 2026 results: ₹1.98 loss per share (improved from ₹6.02 loss in 1Q 2025). Revenue: ₹92.2b (up 1.6% from 1Q 2025). Net loss: ₹880.0m (loss narrowed 77% from 1Q 2025). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.お知らせ • Jul 24UPL Limited to Report Q1, 2026 Results on Aug 01, 2025UPL Limited announced that they will report Q1, 2026 results on Aug 01, 2025Upcoming Dividend • Jul 04Upcoming dividend of ₹6.00 per shareEligible shareholders must have bought the stock before 11 July 2025. Payment date: 24 August 2025. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.2%). Higher than average of industry peers (0.7%).分析記事 • Jun 26Is UPL (NSE:UPL) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...お知らせ • Jun 25UPL Limited, Annual General Meeting, Jul 25, 2025UPL Limited, Annual General Meeting, Jul 25, 2025, at 14:00 Indian Standard Time.Reported Earnings • May 13Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: ₹9.85 (up from ₹17.80 loss in FY 2024). Revenue: ₹466.4b (up 8.2% from FY 2024). Net income: ₹8.97b (up ₹22.3b from FY 2024). Profit margin: 1.9% (up from net loss in FY 2024). Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 29%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.お知らせ • May 12UPL Limited Recommends DividendUPL Limited announced that at its board meeting held on May 12, 2025, recommended dividend of 300% that is INR 6 per equity share on equity shares of INR 2 each (on fully paid-up equity shares and partly paid-up equity shares in proportion to their share in the paid-up equity share capital), subject to approval of members at the upcoming Annual General Meeting (AGM). The dividend will be paid /dispatched within 30 days of the AGM.お知らせ • May 05UPL Limited to Report Q4, 2025 Results on May 12, 2025UPL Limited announced that they will report Q4, 2025 results on May 12, 2025Board Change • Apr 02High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Santosh Mohanty 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.お知らせ • Apr 01UPL Limited Appoints Ms. M V Bhanumathi and Santosh Kumar Mohanty as an Independent DirectorsUPL Limited approved to appoint Ms. M V Bhanumathi as an Independent Director and Santosh Kumar Mohanty as an Independent Director of the Company, at its EGM held on 31 March, 2025.Price Target Changed • Feb 04Price target increased by 8.4% to ₹665Up from ₹613, the current price target is an average from 23 analysts. New target price is approximately in line with last closing price of ₹637. Stock is up 32% over the past year. The company is forecast to post earnings per share of ₹13.21 next year compared to a net loss per share of ₹17.80 last year.Reported Earnings • Feb 01Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: ₹9.98 (up from ₹17.11 loss in 3Q 2024). Revenue: ₹109.1b (up 10% from 3Q 2024). Net income: ₹8.28b (up ₹20.5b from 3Q 2024). Profit margin: 7.6% (up from net loss in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.お知らせ • Jan 31UPL Limited Announces Early Retirement of Rajendra Darak, Vice Chairman-UPL GroupUPL Limited informed that Mr. Rajendra Darak, Vice Chairman-UPL Group (age 59 years) and a Senior Management Personnel, has sought early retirement after more than thirty-three years of service with UPL Group, due to pursue personal priorities. The change takes effect from close of business hours on 31 January, 2025. Mr. Darak provided exceptional leadership to the Finance, Treasury and Strategy functions in various capacities. The Company has a succession plan in place, which is overviewed by Nomination and Remuneration Committee of the Board.Board Change • Jan 31High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive & Independent Director Usha Rao-Monari was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jan 31UPL Limited Announces Resignation of Carlos Pellicer as a Non-Executive DirectorUPL Limited announced that its board of directors at its meeting held on January 31, 2025 has approved the following: Resignation of Mr. Carlos Pellicer as a Non-Executive Director of the Company. Mr. Carlos Pellicer vide letter dated 31st January, 2025 has tendered his resignation as a Non-Executive Director of the Company effective from close of business hours of 31st January, 2025 to pursue his passion in the field of sustainable agriculture and social causes in Brazil.お知らせ • Jan 27UPL Limited to Report Q3, 2025 Results on Jan 31, 2025UPL Limited announced that they will report Q3, 2025 results on Jan 31, 2025お知らせ • Dec 10UPL Limited(BSE:750928) dropped from FTSE All-World Index (USD)UPL Limited(BSE:750928) dropped from FTSE All-World Index (USD)お知らせ • Nov 22UPL Limited has filed a Follow-on Equity Offering in the amount of INR 33.777344 billion.UPL Limited has filed a Follow-on Equity Offering in the amount of INR 33.777344 billion. Security Name: Equity Shares Security Type: Common Stock Securities Offered: 93,825,955 Price\Range: INR 360 Transaction Features: Rights Offeringお知らせ • Nov 21Alpha Wave Ventures II, LP, managed by Alpha Wave Global, LP and Chimera Capital Limited agreed to acquire 8.93% stake in Advanta Enterprises Limited from UPL Limited (BSE:512070) for INR 21.1 billion.Alpha Wave Ventures II, LP, managed by Alpha Wave Global, LP and Chimera Capital Limited agreed to acquire 8.93% stake in Advanta Enterprises Limited from UPL Limited (BSE:512070) for INR 21.1 billion on November 19, 2024. Further, AEL will issue fresh equity shares to Alpha Wave for a cash consideration of INR 8.4 billion which will tantamount to Alpha Wave holding an additional 3.51% shareholding, The acquisition of 8.93% stake in Advanta Enterprises Limited by Alpha Wave Ventures II, LP will be done post primary investment. The transaction is subject to regulatory approval and approval of Competition Commission of India. The transaction is approved by board of UPL Limited. For the period ending March 31, 2024, Advanta Enterprises Limited reported total revenue of INR 41.48 billion. As of March 31, 2024, Advanta Enterprises Limited reported total common equity of INR 39.38 billion.お知らせ • Nov 06UPL Limited to Report Q2, 2025 Results on Nov 11, 2024UPL Limited announced that they will report Q2, 2025 results on Nov 11, 2024Recent Insider Transactions • Sep 25Insider recently sold ₹15m worth of stockOn the 20th of September, Arun Ashar sold around 25k shares on-market at roughly ₹586 per share. This transaction amounted to 5.7% of their direct individual holding at the time of the trade. 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.Reported Earnings • Aug 03First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: ₹6.02 loss per share (down from ₹1.33 profit in 1Q 2024). Revenue: ₹90.7b (up 1.2% from 1Q 2024). Net loss: ₹3.84b (down 331% from profit in 1Q 2024). Revenue exceeded analyst estimates by 3.7%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Declared Dividend • Aug 02Dividend reduced to ₹1.00Dividend of ₹1.00 is 90% lower than last year. Ex-date: 12th August 2024 Payment date: 26th September 2024 Dividend yield will be 0.2%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.お知らせ • Aug 01UPL Limited, Annual General Meeting, Aug 27, 2024UPL Limited, Annual General Meeting, Aug 27, 2024.お知らせ • Jul 24UPL Limited to Report Q1, 2025 Results on Aug 02, 2024UPL Limited announced that they will report Q1, 2025 results on Aug 02, 2024Reported Earnings • May 14Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: ₹17.80 loss per share (down from ₹45.76 profit in FY 2023). Revenue: ₹431.0b (down 20% from FY 2023). Net loss: ₹12.0b (down 135% from profit in FY 2023). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates by 39%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.お知らせ • May 05UPL Limited to Report Q4, 2024 Results on May 13, 2024UPL Limited announced that they will report Q4, 2024 results on May 13, 2024お知らせ • Mar 30UPL Limited(NSEI:UPL) dropped from Nifty 50UPL Limited has been Removed from CNX NIFTY Index .Buy Or Sell Opportunity • Feb 05Now 27% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to ₹474. The fair value is estimated to be ₹652, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Feb 03Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: ₹17.11 loss per share (down from ₹13.52 profit in 3Q 2023). Revenue: ₹100.4b (down 27% from 3Q 2023). Net loss: ₹12.2b (down 212% from profit in 3Q 2023). Revenue missed analyst estimates by 7.1%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Buying Opportunity • Dec 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.8%. The fair value is estimated to be ₹753, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 8.8%. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to grow by 150% in the next 2 years.Reported Earnings • Nov 01Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: ₹2.54 loss per share (down from ₹10.83 profit in 2Q 2023). Revenue: ₹101.7b (down 19% from 2Q 2023). Net loss: ₹1.89b (down 123% from profit in 2Q 2023). Revenue missed analyst estimates by 6.2%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 10% per year.Price Target Changed • Aug 02Price target decreased by 12% to ₹776Down from ₹880, the current price target is an average from 24 analysts. New target price is 25% above last closing price of ₹619. Stock is down 15% over the past year. The company is forecast to post earnings per share of ₹47.97 for next year compared to ₹45.76 last year.New Risk • Aug 01New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.7x 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 (2.7x net interest cover). Minor Risk Profit margins are more than 30% lower than last year (5.3% net profit margin).Reported Earnings • Jul 30Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: ₹45.76 (down from ₹45.87 in FY 2022). Revenue: ₹535.8b (up 16% from FY 2022). Net income: ₹34.4b (down 2.0% from FY 2022). Profit margin: 6.4% (down from 7.6% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 24%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 29+ 1 more updateUPL Limited to Report Q2, 2024 Results on Nov 14, 2023UPL Limited announced that they will report Q2, 2024 results on Nov 14, 2023Upcoming Dividend • Jul 27Upcoming dividend of ₹10.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 03 August 2023. Payment date: 17 September 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.6%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.9%).お知らせ • Jul 25UPL Limited to Report Q1, 2024 Results on Jul 31, 2023UPL Limited announced that they will report Q1, 2024 results on Jul 31, 2023お知らせ • Jul 15UPL Limited, Annual General Meeting, Aug 18, 2023UPL Limited, Annual General Meeting, Aug 18, 2023, at 15:00 Indian Standard Time. Agenda: To consider the dividend.Price Target Changed • May 13Price target decreased by 7.6% to ₹914Down from ₹989, the current price target is an average from 23 analysts. New target price is 35% above last closing price of ₹678. Stock is down 13% over the past year. The company is forecast to post earnings per share of ₹60.94 for next year compared to ₹45.79 last year.お知らせ • May 10UPL Limited Provides Earnings Guidance for the Year 2024UPL Limited provided earnings guidance for the year 2024. For the 2024 outlook, the company see a 4% to 8% revenue growth opportunity with the midpoint being at 6%.お知らせ • May 09UPL Limited Recommends DividendThe Board of UPL Limited has recommended dividend of 500% that is INR 10/- per equity share on equity shares of INR 2/- each, subject to approval of members at the upcoming Annual General Meeting. The dividend will be paid /dispatched within 30 days of the Annual General Meeting.Reported Earnings • May 09Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: ₹45.79. Revenue: ₹540.5b (up 17% from FY 2022). Net income: ₹35.7b (up 1.9% from FY 2022). Profit margin: 6.6% (down from 7.6% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 24%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Chemicals industry in India.決済の安定と成長配当データの取得安定した配当: UPLの配当金支払いは、過去10年間 変動性 が高かった。増加する配当: UPLの配当金は過去10年間にわたって増加しています。配当利回り対市場UPL 配当利回り対市場UPL 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (UPL)0.9%市場下位25% (IN)0.3%市場トップ25% (IN)1.5%業界平均 (Chemicals)0.8%アナリスト予想 (UPL) (最長3年)1.2%注目すべき配当: UPLの配当金 ( 0.95% ) はIndian市場の配当金支払者の下位 25% ( 0.31% ) よりも高くなっています。高配当: UPLの配当金 ( 0.95% ) はIndian市場の配当金支払者の上位 25% ( 1.49% ) と比較すると低いです。株主への利益配当収益カバレッジ: UPLの 配当性向 ( 26.9% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: UPLは 現金配当性向 ( 9.3% ) が低いため、配当金の支払いはキャッシュフローによって完全にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YIN 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 02:01終値2026/05/20 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UPL Limited 17 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。40 アナリスト機関null null360 ONE Capital Market Private Limitednull nullAnand Rathi Shares and Stock Brokers LimitedHimanshu BinaniAnand Rathi Shares and Stock Brokers Limited37 その他のアナリストを表示
Upcoming Dividend • Jul 04Upcoming dividend of ₹6.00 per shareEligible shareholders must have bought the stock before 11 July 2025. Payment date: 24 August 2025. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.2%). Higher than average of industry peers (0.7%).
お知らせ • May 12UPL Limited Recommends DividendUPL Limited announced that at its board meeting held on May 12, 2025, recommended dividend of 300% that is INR 6 per equity share on equity shares of INR 2 each (on fully paid-up equity shares and partly paid-up equity shares in proportion to their share in the paid-up equity share capital), subject to approval of members at the upcoming Annual General Meeting (AGM). The dividend will be paid /dispatched within 30 days of the AGM.
Declared Dividend • Aug 02Dividend reduced to ₹1.00Dividend of ₹1.00 is 90% lower than last year. Ex-date: 12th August 2024 Payment date: 26th September 2024 Dividend yield will be 0.2%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
Upcoming Dividend • Jul 27Upcoming dividend of ₹10.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 03 August 2023. Payment date: 17 September 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.6%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.9%).
お知らせ • May 09UPL Limited Recommends DividendThe Board of UPL Limited has recommended dividend of 500% that is INR 10/- per equity share on equity shares of INR 2/- each, subject to approval of members at the upcoming Annual General Meeting. The dividend will be paid /dispatched within 30 days of the Annual General Meeting.
分析記事 • May 14UPL Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowUPL Limited ( NSE:UPL ) shareholders are probably feeling a little disappointed, since its shares fell 4.5% to ₹630 in...
Reported Earnings • May 12Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2026 results: EPS: ₹22.32 (up from ₹9.87 in FY 2025). Revenue: ₹518.4b (up 11% from FY 2025). Net income: ₹19.2b (up 153% from FY 2025). Profit margin: 3.7% (up from 1.6% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) missed analyst estimates by 23%. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
お知らせ • May 04UPL Limited to Report Fiscal Year 2026 Results on May 11, 2026UPL Limited announced that they will report fiscal year 2026 results on May 11, 2026
Valuation Update With 7 Day Price Move • Feb 25Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹626, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 27x in the Chemicals industry in India. Total loss to shareholders of 6.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹854 per share.
Buy Or Sell Opportunity • Feb 23Now 28% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to ₹645. The fair value is estimated to be ₹898, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.7% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 169% in the next 2 years.
分析記事 • Feb 05UPL Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowInvestors in UPL Limited ( NSE:UPL ) had a good week, as its shares rose 6.1% to close at ₹759 following the release of...
Reported Earnings • Feb 03Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: ₹4.69 (down from ₹9.98 in 3Q 2025). Revenue: ₹122.7b (up 13% from 3Q 2025). Net income: ₹3.96b (down 52% from 3Q 2025). Profit margin: 3.2% (down from 7.6% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) missed analyst estimates by 37%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Feb 01Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.0% to ₹665. The fair value is estimated to be ₹838, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.9% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 102% in the next 2 years.
お知らせ • Jan 27UPL Limited to Report Q3, 2026 Results on Feb 02, 2026UPL Limited announced that they will report Q3, 2026 results on Feb 02, 2026
分析記事 • Jan 23Investors Met With Slowing Returns on Capital At UPL (NSE:UPL)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...
分析記事 • Dec 22These 4 Measures Indicate That UPL (NSE:UPL) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Nov 24UPL Limited Announces Cessation of Dr. Vasant Gandhi as an Independent Director, Effective November 22, 2025UPL Limited announced that Dr. Vasant Gandhi (DIN: 00863653) has completed his second and final term as an Independent Director on November 22, 2025 and consequently ceased to be an Independent Director of the Company with effect from close of business hours from the aforesaid date.
分析記事 • Nov 19We Think That There Are Issues Underlying UPL's (NSE:UPL) EarningsUPL Limited's ( NSE:UPL ) robust earnings report didn't manage to move the market for its stock. Our analysis suggests...
分析記事 • Nov 09UPL Limited Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearUPL Limited ( NSE:UPL ) investors will be delighted, with the company turning in some strong numbers with its latest...
Reported Earnings • Nov 07Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: ₹6.75 (up from ₹5.90 loss in 2Q 2025). Revenue: ₹120.2b (up 8.4% from 2Q 2025). Net income: ₹5.53b (up ₹9.96b from 2Q 2025). Profit margin: 4.6% (up from net loss in 2Q 2025). Revenue exceeded analyst estimates by 5.2%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
分析記事 • Nov 01Estimating The Fair Value Of UPL Limited (NSE:UPL)Key Insights Using the 2 Stage Free Cash Flow to Equity, UPL fair value estimate is ₹842 UPL's ₹720 share price...
お知らせ • Oct 29UPL Limited to Report Q2, 2026 Results on Nov 06, 2025UPL Limited announced that they will report Q2, 2026 results on Nov 06, 2025
Buy Or Sell Opportunity • Sep 26Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at ₹648. The fair value is estimated to be ₹835, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.2% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 266% in the next 2 years.
分析記事 • Sep 23What UPL Limited's (NSE:UPL) P/S Is Not Telling YouThere wouldn't be many who think UPL Limited's ( NSE:UPL ) price-to-sales (or "P/S") ratio of 1.2x is worth a mention...
分析記事 • Aug 21Return Trends At UPL (NSE:UPL) Aren't AppealingNSEI:UPL 1 Year Share Price vs Fair Value Explore UPL's Fair Values from the Community and select yours What are the...
分析記事 • Aug 05UPL Limited (NSE:UPL) First-Quarter Results: Here's What Analysts Are Forecasting For This YearUPL Limited ( NSE:UPL ) shareholders are probably feeling a little disappointed, since its shares fell 2.5% to ₹712 in...
Reported Earnings • Aug 02First quarter 2026 earnings released: ₹1.98 loss per share (vs ₹6.02 loss in 1Q 2025)First quarter 2026 results: ₹1.98 loss per share (improved from ₹6.02 loss in 1Q 2025). Revenue: ₹92.2b (up 1.6% from 1Q 2025). Net loss: ₹880.0m (loss narrowed 77% from 1Q 2025). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 24UPL Limited to Report Q1, 2026 Results on Aug 01, 2025UPL Limited announced that they will report Q1, 2026 results on Aug 01, 2025
Upcoming Dividend • Jul 04Upcoming dividend of ₹6.00 per shareEligible shareholders must have bought the stock before 11 July 2025. Payment date: 24 August 2025. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.2%). Higher than average of industry peers (0.7%).
分析記事 • Jun 26Is UPL (NSE:UPL) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
お知らせ • Jun 25UPL Limited, Annual General Meeting, Jul 25, 2025UPL Limited, Annual General Meeting, Jul 25, 2025, at 14:00 Indian Standard Time.
Reported Earnings • May 13Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: ₹9.85 (up from ₹17.80 loss in FY 2024). Revenue: ₹466.4b (up 8.2% from FY 2024). Net income: ₹8.97b (up ₹22.3b from FY 2024). Profit margin: 1.9% (up from net loss in FY 2024). Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 29%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.
お知らせ • May 12UPL Limited Recommends DividendUPL Limited announced that at its board meeting held on May 12, 2025, recommended dividend of 300% that is INR 6 per equity share on equity shares of INR 2 each (on fully paid-up equity shares and partly paid-up equity shares in proportion to their share in the paid-up equity share capital), subject to approval of members at the upcoming Annual General Meeting (AGM). The dividend will be paid /dispatched within 30 days of the AGM.
お知らせ • May 05UPL Limited to Report Q4, 2025 Results on May 12, 2025UPL Limited announced that they will report Q4, 2025 results on May 12, 2025
Board Change • Apr 02High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Santosh Mohanty 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.
お知らせ • Apr 01UPL Limited Appoints Ms. M V Bhanumathi and Santosh Kumar Mohanty as an Independent DirectorsUPL Limited approved to appoint Ms. M V Bhanumathi as an Independent Director and Santosh Kumar Mohanty as an Independent Director of the Company, at its EGM held on 31 March, 2025.
Price Target Changed • Feb 04Price target increased by 8.4% to ₹665Up from ₹613, the current price target is an average from 23 analysts. New target price is approximately in line with last closing price of ₹637. Stock is up 32% over the past year. The company is forecast to post earnings per share of ₹13.21 next year compared to a net loss per share of ₹17.80 last year.
Reported Earnings • Feb 01Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: ₹9.98 (up from ₹17.11 loss in 3Q 2024). Revenue: ₹109.1b (up 10% from 3Q 2024). Net income: ₹8.28b (up ₹20.5b from 3Q 2024). Profit margin: 7.6% (up from net loss in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 31UPL Limited Announces Early Retirement of Rajendra Darak, Vice Chairman-UPL GroupUPL Limited informed that Mr. Rajendra Darak, Vice Chairman-UPL Group (age 59 years) and a Senior Management Personnel, has sought early retirement after more than thirty-three years of service with UPL Group, due to pursue personal priorities. The change takes effect from close of business hours on 31 January, 2025. Mr. Darak provided exceptional leadership to the Finance, Treasury and Strategy functions in various capacities. The Company has a succession plan in place, which is overviewed by Nomination and Remuneration Committee of the Board.
Board Change • Jan 31High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive & Independent Director Usha Rao-Monari was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 31UPL Limited Announces Resignation of Carlos Pellicer as a Non-Executive DirectorUPL Limited announced that its board of directors at its meeting held on January 31, 2025 has approved the following: Resignation of Mr. Carlos Pellicer as a Non-Executive Director of the Company. Mr. Carlos Pellicer vide letter dated 31st January, 2025 has tendered his resignation as a Non-Executive Director of the Company effective from close of business hours of 31st January, 2025 to pursue his passion in the field of sustainable agriculture and social causes in Brazil.
お知らせ • Jan 27UPL Limited to Report Q3, 2025 Results on Jan 31, 2025UPL Limited announced that they will report Q3, 2025 results on Jan 31, 2025
お知らせ • Dec 10UPL Limited(BSE:750928) dropped from FTSE All-World Index (USD)UPL Limited(BSE:750928) dropped from FTSE All-World Index (USD)
お知らせ • Nov 22UPL Limited has filed a Follow-on Equity Offering in the amount of INR 33.777344 billion.UPL Limited has filed a Follow-on Equity Offering in the amount of INR 33.777344 billion. Security Name: Equity Shares Security Type: Common Stock Securities Offered: 93,825,955 Price\Range: INR 360 Transaction Features: Rights Offering
お知らせ • Nov 21Alpha Wave Ventures II, LP, managed by Alpha Wave Global, LP and Chimera Capital Limited agreed to acquire 8.93% stake in Advanta Enterprises Limited from UPL Limited (BSE:512070) for INR 21.1 billion.Alpha Wave Ventures II, LP, managed by Alpha Wave Global, LP and Chimera Capital Limited agreed to acquire 8.93% stake in Advanta Enterprises Limited from UPL Limited (BSE:512070) for INR 21.1 billion on November 19, 2024. Further, AEL will issue fresh equity shares to Alpha Wave for a cash consideration of INR 8.4 billion which will tantamount to Alpha Wave holding an additional 3.51% shareholding, The acquisition of 8.93% stake in Advanta Enterprises Limited by Alpha Wave Ventures II, LP will be done post primary investment. The transaction is subject to regulatory approval and approval of Competition Commission of India. The transaction is approved by board of UPL Limited. For the period ending March 31, 2024, Advanta Enterprises Limited reported total revenue of INR 41.48 billion. As of March 31, 2024, Advanta Enterprises Limited reported total common equity of INR 39.38 billion.
お知らせ • Nov 06UPL Limited to Report Q2, 2025 Results on Nov 11, 2024UPL Limited announced that they will report Q2, 2025 results on Nov 11, 2024
Recent Insider Transactions • Sep 25Insider recently sold ₹15m worth of stockOn the 20th of September, Arun Ashar sold around 25k shares on-market at roughly ₹586 per share. This transaction amounted to 5.7% of their direct individual holding at the time of the trade. 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.
Reported Earnings • Aug 03First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: ₹6.02 loss per share (down from ₹1.33 profit in 1Q 2024). Revenue: ₹90.7b (up 1.2% from 1Q 2024). Net loss: ₹3.84b (down 331% from profit in 1Q 2024). Revenue exceeded analyst estimates by 3.7%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Declared Dividend • Aug 02Dividend reduced to ₹1.00Dividend of ₹1.00 is 90% lower than last year. Ex-date: 12th August 2024 Payment date: 26th September 2024 Dividend yield will be 0.2%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
お知らせ • Aug 01UPL Limited, Annual General Meeting, Aug 27, 2024UPL Limited, Annual General Meeting, Aug 27, 2024.
お知らせ • Jul 24UPL Limited to Report Q1, 2025 Results on Aug 02, 2024UPL Limited announced that they will report Q1, 2025 results on Aug 02, 2024
Reported Earnings • May 14Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: ₹17.80 loss per share (down from ₹45.76 profit in FY 2023). Revenue: ₹431.0b (down 20% from FY 2023). Net loss: ₹12.0b (down 135% from profit in FY 2023). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates by 39%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
お知らせ • May 05UPL Limited to Report Q4, 2024 Results on May 13, 2024UPL Limited announced that they will report Q4, 2024 results on May 13, 2024
お知らせ • Mar 30UPL Limited(NSEI:UPL) dropped from Nifty 50UPL Limited has been Removed from CNX NIFTY Index .
Buy Or Sell Opportunity • Feb 05Now 27% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to ₹474. The fair value is estimated to be ₹652, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Feb 03Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: ₹17.11 loss per share (down from ₹13.52 profit in 3Q 2023). Revenue: ₹100.4b (down 27% from 3Q 2023). Net loss: ₹12.2b (down 212% from profit in 3Q 2023). Revenue missed analyst estimates by 7.1%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Buying Opportunity • Dec 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.8%. The fair value is estimated to be ₹753, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 8.8%. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to grow by 150% in the next 2 years.
Reported Earnings • Nov 01Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: ₹2.54 loss per share (down from ₹10.83 profit in 2Q 2023). Revenue: ₹101.7b (down 19% from 2Q 2023). Net loss: ₹1.89b (down 123% from profit in 2Q 2023). Revenue missed analyst estimates by 6.2%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 10% per year.
Price Target Changed • Aug 02Price target decreased by 12% to ₹776Down from ₹880, the current price target is an average from 24 analysts. New target price is 25% above last closing price of ₹619. Stock is down 15% over the past year. The company is forecast to post earnings per share of ₹47.97 for next year compared to ₹45.76 last year.
New Risk • Aug 01New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.7x 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 (2.7x net interest cover). Minor Risk Profit margins are more than 30% lower than last year (5.3% net profit margin).
Reported Earnings • Jul 30Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: ₹45.76 (down from ₹45.87 in FY 2022). Revenue: ₹535.8b (up 16% from FY 2022). Net income: ₹34.4b (down 2.0% from FY 2022). Profit margin: 6.4% (down from 7.6% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 24%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 29+ 1 more updateUPL Limited to Report Q2, 2024 Results on Nov 14, 2023UPL Limited announced that they will report Q2, 2024 results on Nov 14, 2023
Upcoming Dividend • Jul 27Upcoming dividend of ₹10.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 03 August 2023. Payment date: 17 September 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.6%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.9%).
お知らせ • Jul 25UPL Limited to Report Q1, 2024 Results on Jul 31, 2023UPL Limited announced that they will report Q1, 2024 results on Jul 31, 2023
お知らせ • Jul 15UPL Limited, Annual General Meeting, Aug 18, 2023UPL Limited, Annual General Meeting, Aug 18, 2023, at 15:00 Indian Standard Time. Agenda: To consider the dividend.
Price Target Changed • May 13Price target decreased by 7.6% to ₹914Down from ₹989, the current price target is an average from 23 analysts. New target price is 35% above last closing price of ₹678. Stock is down 13% over the past year. The company is forecast to post earnings per share of ₹60.94 for next year compared to ₹45.79 last year.
お知らせ • May 10UPL Limited Provides Earnings Guidance for the Year 2024UPL Limited provided earnings guidance for the year 2024. For the 2024 outlook, the company see a 4% to 8% revenue growth opportunity with the midpoint being at 6%.
お知らせ • May 09UPL Limited Recommends DividendThe Board of UPL Limited has recommended dividend of 500% that is INR 10/- per equity share on equity shares of INR 2/- each, subject to approval of members at the upcoming Annual General Meeting. The dividend will be paid /dispatched within 30 days of the Annual General Meeting.
Reported Earnings • May 09Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: ₹45.79. Revenue: ₹540.5b (up 17% from FY 2022). Net income: ₹35.7b (up 1.9% from FY 2022). Profit margin: 6.6% (down from 7.6% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 24%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Chemicals industry in India.