Welspun（WELCORP）株式概要ウエルスパン・コーポレーション・リミテッドは、その子会社とともに、インド、米国、サウジアラビアをはじめ世界各地で鋼管、鋼棒、コイル、鋼板の製造、販売、流通を行っている。 詳細WELCORP ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長4/6過去の実績3/6財務の健全性5/6配当金3/6報酬収益は年間11.5%増加すると予測されています 過去1年間で収益は14.9%増加しました リスク分析財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見るWELCORP Community Fair Values Create NarrativeSee what 16 others think this stock is worth. Follow their fair value or set your own to get alerts.NEW465,688 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA465,688 investors already sharing narrativesYour Fair Value₹Current Price₹2.31k23.4% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0456b2016201920222025202620282031Revenue ₹456.4bEarnings ₹60.9bAdvancedSet Fair ValueView all narrativesWelspun Corp Limited 競合他社Jindal StainlessSymbol: NSEI:JSLMarket cap: ₹577.9bAPL Apollo TubesSymbol: BSE:533758Market cap: ₹593.8bSteel Authority of IndiaSymbol: NSEI:SAILMarket cap: ₹716.5bNMDCSymbol: BSE:526371Market cap: ₹741.6b価格と性能株価の高値、安値、推移の概要Welspun過去の株価現在の株価₹2,311.9052週高値₹2,348.9052週安値₹710.00ベータ0.471ヶ月の変化43.35%3ヶ月変化80.97%1年変化159.88%3年間の変化627.47%5年間の変化1,846.04%IPOからの変化3,831.80%最新ニュースお知らせ • Jul 16Welspun Corp Limited to Report Q1, 2027 Results on Jul 24, 2026Welspun Corp Limited announced that they will report Q1, 2027 results on Jul 24, 2026お知らせ • Jun 19Welspun Corp Limited, Annual General Meeting, Jul 17, 2026Welspun Corp Limited, Annual General Meeting, Jul 17, 2026, at 16:00 Indian Standard Time.お知らせ • May 15Welspun Corp Limited to Report Q4, 2026 Results on May 21, 2026Welspun Corp Limited announced that they will report Q4, 2026 results on May 21, 2026お知らせ • Jan 21Welspun Corp Limited to Report Q3, 2026 Results on Jan 30, 2026Welspun Corp Limited announced that they will report Q3, 2026 results on Jan 30, 2026お知らせ • Oct 24Welspun Corp Limited to Report Q2, 2026 Results on Oct 30, 2025Welspun Corp Limited announced that they will report Q2, 2026 results on Oct 30, 2025お知らせ • Jul 24Nauyaan Tradings Private Limited acquired 9.90% stake in Nauyaan Shipyard Private Limited from Welspun Corp Limited (BSE:532144) for approximately INR 550 million.Nauyaan Tradings Private Limited acquired 9.90% stake in Nauyaan Shipyard Private Limited from Welspun Corp Limited (BSE:532144) for approximately INR 550 million on July 23, 2025. A cash consideration of INR 547 million will be paid by Nauyaan Tradings Private Limited. As part of consideration, INR 547 million is paid towards common equity of Nauyaan Shipyard Private Limited. The consideration is subject to subsequent adjustments for expenses to the account of Welspun Corp Limited and net current assets. Upon completion, Welspun Corp Limited will hold 6.1% in Nauyaan Shipyard Private Limited. For the period ending March 31, 2025, Nauyaan Shipyard Private Limited reported total revenue of INR 164.4 million. As of March 31, 2025, Nauyaan Shipyard Private Limited reported total common equity of INR 83.5 million. Nauyaan Tradings Private Limited completed the acquisition of 9.90% stake in Nauyaan Shipyard Private Limited from Welspun Corp Limited (BSE:532144) for approximately INR 550 million on July 23, 2025.最新情報をもっと見るRecent updatesお知らせ • Jul 16Welspun Corp Limited to Report Q1, 2027 Results on Jul 24, 2026Welspun Corp Limited announced that they will report Q1, 2027 results on Jul 24, 2026お知らせ • Jun 19Welspun Corp Limited, Annual General Meeting, Jul 17, 2026Welspun Corp Limited, Annual General Meeting, Jul 17, 2026, at 16:00 Indian Standard Time.お知らせ • May 15Welspun Corp Limited to Report Q4, 2026 Results on May 21, 2026Welspun Corp Limited announced that they will report Q4, 2026 results on May 21, 2026お知らせ • Jan 21Welspun Corp Limited to Report Q3, 2026 Results on Jan 30, 2026Welspun Corp Limited announced that they will report Q3, 2026 results on Jan 30, 2026お知らせ • Oct 24Welspun Corp Limited to Report Q2, 2026 Results on Oct 30, 2025Welspun Corp Limited announced that they will report Q2, 2026 results on Oct 30, 2025お知らせ • Jul 24Nauyaan Tradings Private Limited acquired 9.90% stake in Nauyaan Shipyard Private Limited from Welspun Corp Limited (BSE:532144) for approximately INR 550 million.Nauyaan Tradings Private Limited acquired 9.90% stake in Nauyaan Shipyard Private Limited from Welspun Corp Limited (BSE:532144) for approximately INR 550 million on July 23, 2025. A cash consideration of INR 547 million will be paid by Nauyaan Tradings Private Limited. As part of consideration, INR 547 million is paid towards common equity of Nauyaan Shipyard Private Limited. The consideration is subject to subsequent adjustments for expenses to the account of Welspun Corp Limited and net current assets. Upon completion, Welspun Corp Limited will hold 6.1% in Nauyaan Shipyard Private Limited. For the period ending March 31, 2025, Nauyaan Shipyard Private Limited reported total revenue of INR 164.4 million. As of March 31, 2025, Nauyaan Shipyard Private Limited reported total common equity of INR 83.5 million. Nauyaan Tradings Private Limited completed the acquisition of 9.90% stake in Nauyaan Shipyard Private Limited from Welspun Corp Limited (BSE:532144) for approximately INR 550 million on July 23, 2025.お知らせ • Jul 23Welspun Corp Limited to Report Q1, 2026 Results on Jul 29, 2025Welspun Corp Limited announced that they will report Q1, 2026 results on Jul 29, 2025お知らせ • Jul 09Welspun Corp Limited, Annual General Meeting, Jul 31, 2025Welspun Corp Limited, Annual General Meeting, Jul 31, 2025, at 16:00 Indian Standard Time.お知らせ • May 23Welspun Corp Limited to Report Q4, 2025 Results on May 28, 2025Welspun Corp Limited announced that they will report Q4, 2025 results on May 28, 2025お知らせ • Apr 11Reliance Strategic Business Ventures Limited agreed to acquire an additional 10% stake in Nauyaan Shipyard Private Limited from Welspun Corp Limited (BSE:532144) for approximately INR 550 million.Reliance Strategic Business Ventures Limited agreed to acquire an additional 10% stake in Nauyaan Shipyard Private Limited from Welspun Corp Limited (BSE:532144) for approximately INR 550 million on April 10, 2025. A cash consideration of INR 517.2 million and of INR 29.1 million will be paid by Reliance Strategic Business Ventures Limited. As part of consideration, INR 517.2 million is paid towards common equity and INR 29.1 million is paid towards non-convertible debt of Nauyaan Shipyard Private Limited. Upon completion, Reliance Strategic Business Ventures Limited will own 84% stake in Nauyaan Shipyard Private Limited. The transaction is subject to approval of merger agreement by the board of Welspun Corp Limited. The deal has been approved by the board of Welspun Corp Limited. The expected completion of the transaction is April 11, 2025.お知らせ • Mar 24Welspun Corp to Delist from CSEWelspun Corp. Limited's board approved voluntary delisting from CSE, citing no impact on investors as shares remain on BSE and NSE. Welspun Corp. Ltd. announced on March 21, 2025, that its board has approved the voluntary delisting of its equity shares from the Calcutta Stock Exchange (CSE). The decision was taken under Regulation 6 of the SEBI (Delisting of Equity Shares) Regulations, 2021, which does not mandate an exit opportunity for shareholders. As CSE lacks an active trading platform, investors will not require an exit opportunity. The company assured stakeholders that this move would not affect them, as Welspun Corp’s shares will continue to be listed on the Bombay Stock Exchange (BSE) and the National Stock Exchange (NSE), allowing nationwide trading access.お知らせ • Mar 19Top Business Groups Reportedly Line Up for JALJSW Steel Limited (BSE:500228), Dalmia Bharat Limited (NSEI:DALBHARAT), Jindal Power Limited, Vedanta Limited (NSEI:VEDL, GMR Energy Limited, Welspun Corp. Limited (BSE:532144) and Torrent Power Limited(NSEI:TORNTPOWER) are among the top business groups that have submitted expressions of interest (EoIs) for Jaiprakash Associates Limited (BSE:532532) (JAL), which will go under the hammer in a court-monitored insolvency proceeding, according to people aware of the matter. The Adani Group (Adani Enterprises Limited (BSE:512599)) is also expected to submit an EoI before the final deadline of March 25 as is another large Delhi-based industrial house, they said. Kotak Alternate Asset Managers Limited is also in the fray. The assets may be worth over $2 billion or INR 173.00 billion as per sources familiar with preliminary discussions on their valuation. The EoIs are the first stage in the bidding process as lenders look to find a new owner for JAL. Participants at the EoI stage may not necessarily submit bids, said the people cited. A National Company Law Tribunal (NCLT) bench last week instructed Bhuvan Madan, the company’s Deloitte-backed resolution professional, to invite resolution plans that would take into account all of JAL’s assets and not parts of the portfolio separately. The earlier plan had been to market the company in a piecemeal manner to potential buyers and invite interest for individual assets that were partitioned into separate clusters. That plan was struck down by NCLT. Dalmia Bharat, Jindal Power, Welspun, Torrent, Adani, GMR and Kotak Alternate Assets did not respond to ET’s queries. JSW, Vedanta and JAL’s resolution professional declined to comment.Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹816, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Metals and Mining industry in India. Total returns to shareholders of 500% over the past three years.Reported Earnings • Feb 06Third quarter 2025 earnings released: EPS: ₹25.73 (vs ₹11.16 in 3Q 2024)Third quarter 2025 results: EPS: ₹25.73 (up from ₹11.16 in 3Q 2024). Revenue: ₹36.6b (down 23% from 3Q 2024). Net income: ₹6.75b (up 131% from 3Q 2024). Profit margin: 19% (up from 6.1% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 56% per year whereas the company’s share price has increased by 59% per year.お知らせ • Jan 28Welspun Corp Limited to Report Q3, 2025 Results on Feb 05, 2025Welspun Corp Limited announced that they will report Q3, 2025 results on Feb 05, 2025Reported Earnings • Nov 09Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: EPS: ₹10.97 (down from ₹14.71 in 2Q 2024). Revenue: ₹33.6b (down 17% from 2Q 2024). Net income: ₹2.87b (down 25% from 2Q 2024). Profit margin: 8.5% (down from 9.5% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 48%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has increased by 74% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 08Welspun Corp Limited Announces Change of Company Secretary and Compliance OfficerThe Board pf Welspun Corp. Limited announced that based on the recommendation of Nomination and Remuneration Committee, approved the appointment of Mr. Kamal Rathi as Company Secretary, Compliance Officer and Nodal Officer of the Company with effect from November 08, 2024. Mr. Paras Shah resigned from the position of Interim Company Secretary, Compliance officer and Nodal officer of the Company with effect from November 08, 2024. Mr. Kamal Rathi is a professional with more than 20 years of experience in company secretary function. He is an Associate Member of the Institute of Company Secretaries of India (ICSI) and also holds a degree of Bachelor of Commerce and LLB. His expertise lies in corporate law, legal and governance, mergers and acquisitions. In the past, he had worked with large listed entities. During his past experience, as a part of secretarial and legal assignments, he has extensively worked on fund raising, mergers & acquisitions, due diligence, better governance and digitization of records.Board Change • Nov 06High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Ravindra Pandey was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 31Welspun Corp Limited to Report Q2, 2025 Results on Nov 08, 2024Welspun Corp Limited announced that they will report Q2, 2025 results on Nov 08, 2024お知らせ • Oct 21Welspun Corp Limited Announces Retirement of Amita Misra as Independent DirectorWelspun Corp. Limited announced that Mrs. Amita Misra (DIN: 07942122) an independent director ceased to be a director due to retirement on completion of her term as an independent director with effect from close of business hours on October 21, 2024.お知らせ • Sep 27Welspun Corp Limited Declares Dividend for the Financial Year Ended March 31, 2024Welspun Corp. Limited at its AGM held on September 26, 2024, declared a dividend for the financial year ended March 31, 2024 @ INR 5 per share (subject to applicable tax) per equity share of face value of INR 5 each (that is 100%) on 262,224,895 equity shares aggregating to INR 1,311,124,475.お知らせ • Aug 29Welspun Corp Limited, Annual General Meeting, Sep 26, 2024Welspun Corp Limited, Annual General Meeting, Sep 26, 2024, at 15:30 Indian Standard Time.Price Target Changed • Aug 09Price target increased by 8.3% to ₹708Up from ₹654, the current price target is an average from 3 analysts. New target price is 7.7% above last closing price of ₹658. Stock is up 100% over the past year. The company is forecast to post earnings per share of ₹36.33 for next year compared to ₹42.45 last year.Reported Earnings • Aug 08First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: ₹9.49 (up from ₹6.32 in 1Q 2024). Revenue: ₹31.8b (down 22% from 1Q 2024). Net income: ₹2.48b (up 50% from 1Q 2024). Profit margin: 7.8% (up from 4.1% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 28%. Earnings per share (EPS) exceeded analyst estimates by 5.1%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 71% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 31Welspun Corp Limited to Report Q1, 2025 Results on Aug 07, 2024Welspun Corp Limited announced that they will report Q1, 2025 results on Aug 07, 2024お知らせ • May 30Welspun Corp Limited Recommends Equity DividendThe board of directors of Welspun Corp. Limited at its meeting held on May 30, 2024, recommended an equity dividend at the rate of 100 % (i.e. INR 5/- per share) on 261,666,895 Equity Shares of INR 5/- each fully paid-up, aggregating to INR 1,308,33,475/-. Pursuant to Regulation 42 of SEBI (LODR) Regulations, 2015, that the Company has fixed June 28, 2024 as the "Record Date" for the purpose of determining the shareholders eligible for dividend, if any, approved by the shareholders of the Company at the upcoming Annual General Meeting. The dividend, if any, at the upcoming AGM, will be paid within 30 days to those Members whose name appear in the Register of Members of the Company and/or the Register of Beneficial Owners maintained by the Depositories as on the Record Date.お知らせ • May 25Welspun Corp Limited to Report Q4, 2024 Results on May 30, 2024Welspun Corp Limited announced that they will report Q4, 2024 results on May 30, 2024お知らせ • Apr 27Welspun Corp Limited Approves the Appointment of Paras Shah as Interim Company Secretary, Compliance Officer and Nodal OfficerWelspun Corp. Limited announced that Board of Directors of Company in its meeting held on April 26, 2024, based on the recommendation of Nomination and Remuneration Committee, approved appointment of Mr. Paras Shah as Interim Company Secretary, Compliance Officer and Nodal Officer of the Company designated as Assistant Company Secretary with effect from April 26, 2024. Mr. Shah is a Commerce and Law Graduate and a member of the Institute of Company Secretaries of India (ACS - 30357) and having more than 11 years of experience. He has been associated with Welspun Corp. Limited since 2022 and has also worked with Welspun Enterprises Limited from 24 July 2015 to 21 June 2020.Recent Insider Transactions • Mar 22Insider recently sold ₹3.6m worth of stockOn the 18th of March, Godfrey John sold around 7k shares on-market at roughly ₹509 per share. This transaction amounted to 56% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹243m. Insiders have been net sellers, collectively disposing of ₹289m more than they bought in the last 12 months.Recent Insider Transactions • Mar 12MD, CEO & Executive Director recently sold ₹243m worth of stockOn the 6th of March, Vipul Shiv Mathur sold around 450k shares on-market at roughly ₹540 per share. This transaction amounted to 98% 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 Vipul Shiv's only on-market trade for the last 12 months.Price Target Changed • Feb 08Price target increased by 11% to ₹566Up from ₹512, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of ₹578. Stock is up 188% over the past year. The company is forecast to post earnings per share of ₹39.27 for next year compared to ₹7.91 last year.Reported Earnings • Feb 07Third quarter 2024 earnings released: EPS: ₹11.15 (vs ₹0.89 in 3Q 2023)Third quarter 2024 results: EPS: ₹11.15 (up from ₹0.89 in 3Q 2023). Revenue: ₹47.6b (up 98% from 3Q 2023). Net income: ₹2.92b (up ₹2.69b from 3Q 2023). Profit margin: 6.1% (up from 1.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 30Welspun Corp Limited to Report Q3, 2024 Results on Feb 06, 2024Welspun Corp Limited announced that they will report Q3, 2024 results on Feb 06, 2024Recent Insider Transactions • Dec 09Insider recently sold ₹5.5m worth of stockOn the 5th of December, Tribhuwan Kathayat sold around 10k shares on-market at roughly ₹554 per share. This transaction amounted to 57% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹40m more than they bought in the last 12 months.Recent Insider Transactions • Nov 24Insider recently sold ₹5.5m worth of stockOn the 21st of November, Tribhuwan Kathayat sold around 10k shares on-market at roughly ₹548 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹11m. Insiders have been net sellers, collectively disposing of ₹34m more than they bought in the last 12 months.Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: ₹14.71 (vs ₹2.16 loss in 2Q 2023)Second quarter 2024 results: EPS: ₹14.71 (up from ₹2.16 loss in 2Q 2023). Revenue: ₹41.6b (up 112% from 2Q 2023). Net income: ₹3.85b (up ₹4.41b from 2Q 2023). Profit margin: 9.2% (up from net loss in 2Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 68% per year, which means it is well ahead of earnings.お知らせ • Nov 01Welspun Corp Limited to Report Q2, 2024 Results on Nov 08, 2023Welspun Corp Limited announced that they will report Q2, 2024 results on Nov 08, 2023お知らせ • Sep 23Welspun Corp Limited Declares Dividend for the Financial Year Ended March 31, 2023Welspun Corp. Limited at its AGM held on September 22, 2023, declared a dividend for the financial year ended March 31, 2023 at the rate of INR 5 (subject to applicable tax) per equity share of face value of INR 5 each (i.e. 100%) on 261,529,395 equity shares aggregating to INR 1,307,646,975.Recent Insider Transactions • Sep 13Key Executive recently sold ₹11m worth of stockOn the 8th of September, Chintan Thaker sold around 30k shares on-market at roughly ₹363 per share. This transaction amounted to 57% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Chintan has been a net seller over the last 12 months, reducing personal holdings by ₹26m.Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹387, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Metals and Mining industry in India. Total returns to shareholders of 307% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹243 per share.お知らせ • Aug 31Welspun Corp Limited, Annual General Meeting, Sep 22, 2023Welspun Corp Limited, Annual General Meeting, Sep 22, 2023, at 14:00 Indian Standard Time. Agenda: To receive, consider and adopt the audited standalone financial statements for the financial year ended March 31, 2023 and the reports of the Board of Directors' and the Auditor's thereon; to receive, consider and adopt the audited consolidated financial statements for the financial year ended March 31, 2023 and the reports of the Board of Directors' and the Auditor's thereon; to declare a dividend on Preference Shares for the financial year 2022-23; to declare a dividend on Equity Shares for the financial year 2022-23; and to consider other matters.Recent Insider Transactions • Aug 28Insider recently sold ₹1.3m worth of stockOn the 24th of August, Chintan Thaker sold around 4k shares on-market at roughly ₹323 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹7.0m. Insiders have been net sellers, collectively disposing of ₹36m more than they bought in the last 12 months.Recent Insider Transactions • Aug 18Insider recently sold ₹7.0m worth of stockOn the 9th of August, Chintan Thaker sold around 21k shares on-market at roughly ₹331 per share. This transaction amounted to 84% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹35m more than they bought in the last 12 months.Reported Earnings • Aug 05First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2024 results: EPS: ₹6.32 (up from ₹0.16 in 1Q 2023). Revenue: ₹41.2b (up 212% from 1Q 2023). Net income: ₹1.65b (up ₹1.61b from 1Q 2023). Profit margin: 4.0% (up from 0.3% in 1Q 2023). Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) missed analyst estimates by 27%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 5.5% growth forecast for the Metals and Mining 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 increased by 46% per year, which means it is well ahead of earnings.お知らせ • Jul 29Welspun Corp Limited to Report Q1, 2024 Results on Aug 04, 2023Welspun Corp Limited announced that they will report Q1, 2024 results on Aug 04, 2023Recent Insider Transactions • Jun 14Insider recently sold ₹4.1m worth of stockOn the 7th of June, Tribhuwan Kathayat sold around 15k shares on-market at roughly ₹272 per share. This transaction amounted to 75% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹26m more than they bought in the last 12 months.Reported Earnings • Jun 01Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: ₹7.91 (down from ₹16.82 in FY 2022). Revenue: ₹100.8b (up 55% from FY 2022). Net income: ₹2.07b (down 53% from FY 2022). Profit margin: 2.1% (down from 6.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.4%. Earnings per share (EPS) also surpassed analyst estimates by 38%. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Metals and Mining 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 increased by 54% per year, which means it is well ahead of earnings.お知らせ • May 31Welspun Corp Limited Recommends DividendWelspun Corp. Limited at its board meeting held on May 30, 2023 recommended a dividend at the rate of 100% (INR 5 per share) on 261,529,395 Equity Shares of INR 5 each fully paid-up, aggregating to INR 1,307,646,975. Pursuant to Regulation 42 of SEBI Regulations, 2015, that the Company has fixed June 16, 2023 as the "Record Date" for the purpose of determining the shareholders eligible for dividend, if any, approved by the shareholders of the Company at the upcoming Annual General Meeting. The dividend, if any, approved at the upcoming AGM, will be paid within 30 days to those Members whose name appear in the Register of Members of the Company and/or the Register of Beneficial Owners maintained by the Depositories as on the Record Date.お知らせ • May 25Welspun Corp Limited to Report Q4, 2023 Results on May 30, 2023Welspun Corp Limited announced that they will report Q4, 2023 results on May 30, 2023お知らせ • Feb 11Welspun Corp Limited Appoints Neeraj Kant as CEO - Steel VerticalWelspun Corp. Limited announced the appointment of Mr. Neeraj Kant to its Leadership Team. Mr. Neeraj Kant has joined as CEO - Steel Vertical to lead the business expansion in existing markets and in addition, to establish and develop the B2C segment. The product portfolio in the Steel Vertical consists of Ductile Iron Pipes, Pig Iron, TMT Bars, Billets and Direct Reduced Iron. Mr. Kant will report directly to the Managing Director and CEO of WCL, Mr. Vipul Mathur. Mr. Kant has over 37 years of extensive experience in the steel and steel products industry with three companies - SAIL, Tata Steel and The Indian Steel & Wire Products Ltd. (ISWP). Prior to joining WCL, he was the Managing Director of ISWP since 2013. He graduated from IIT, Kanpur in 1985 and completed his MBA from Edinburgh University Management School in 1996.Reported Earnings • Feb 05Third quarter 2023 earnings released: EPS: ₹0.89 (vs ₹2.42 in 3Q 2022)Third quarter 2023 results: EPS: ₹0.89 (down from ₹2.42 in 3Q 2022). Revenue: ₹24.0b (up 94% from 3Q 2022). Net income: ₹232.4m (down 63% from 3Q 2022). Profit margin: 1.0% (down from 5.1% in 3Q 2022). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Feb 04Welspun Corp Limited Appoints Manish Chokhani as Non Executive Independent DirectorThe board of directors of Welspun Corp. Limited meeting held on February 2, 2023, appointed Mr. Manish Chokhani as Non Executive Independent Director of the Company, with effect from February 2, 2023. Mr. Chokhani holds directorship in Laxmi Organic Industries Ltd., Quadrillion Capital Pvt. Ltd., Sears Securities and Investments Pvt. Ltd., Westlife Foodworld Ltd., Shoppers Stop Ltd., Auxilo Finserv Pvt. Ltd. and Landmark Cars Ltd. and is a partner in Quadrillion Advisors. As a highly respected financial expert, Mr. Chokhani's valuable experience will further strengthen the diverse skills on the Board. The company looks forward to benefit from his expertise to further expand its value creation initiatives. Appointed for a period of 4 years upto February 1, 2027, subject To Approve the shareholders of the Company, by means of a special resolution. Mr. Manish Chokhani, aged 56 years, is a member of the Institute of Chartered Accountants of India and holds MBA degree from the London Business School. Currently, Mr. Chokhani serves as an Independent Director on the boards of Westlife Development Limited (McDonalds), Shoppers Stop, Auxilo Finserve Pvt. Ltd., Laxmi Organic Industries Ltd. and Landmark Cars Limited. He also serves on the Governing body of Flame University. He had served as the Chairman of TPG Growth in India and as Senior Advisor to TPG Group. He had served as a member of the SEBI's Alternative Investment Promotion Advisory Committee and also was a Co-Chairman of the Capital Markets Committee at the IMC. Also, he was CEO of Enam Securities. In 2011, Mr. Chokhani led merger of USD 400 with Axis Bank to create Axis Capital Ltd. Mr. Chokhani is a member of the Young Presidents' organization. He has been a visiting faculty member at the IIM-Kozhikode and had served on the International Alumni Board and scholarship panels of the London Business School.お知らせ • Jan 26Welspun Corp Limited to Report Q3, 2023 Results on Feb 02, 2023Welspun Corp Limited announced that they will report Q3, 2023 results on Feb 02, 2023お知らせ • Jan 06Welspun Corp Limited Appoints Kumar Priyaranjan as Chief Human Resources OfficerWelspun Corp. Limited has appointed Mr. Kumar Priyaranjan as the Chief Human Resources Officer at WCL, effective from, January 04, 2023. Mr. Priyaranjan will be based out of the Head Office in Mumbai and will report to the Managing Director & CEO, Mr. Vipul Mathur. Mr. Priyaranjan is a science and law graduate with a PGD in Industrial Relations & Personnel Management. He has also pursued Strategic Human Resource Management at Ross School of Management, University of Michigan; and is an alumnus of IIM, Ahmedabad (MDP). Mr. Kumar is a seasoned professional, with over three decades of strategic HR & IR experience across multiple industries including hospitality, transport, pharmaceuticals, engineering, and consulting. He also has experience in managing diversity, driving sustainable people strategies, and has played a pivotal role in the growth of the organizations he has been associated with. WCL will benefit significantly from his diverse experience and wide-ranging exposure at this crucial stage of the company's growth, both organically and inorganically. Mr. Priyaranjan is not related to any Director or KMP of the Company.Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹237, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 9x in the Metals and Mining industry in India. Total returns to shareholders of 78% over the past three years.Price Target Changed • Nov 16Price target increased to ₹288Up from ₹173, the current price target is an average from 2 analysts. New target price is 25% above last closing price of ₹230. Stock is up 44% over the past year. The company is forecast to post earnings per share of ₹8.20 for next year compared to ₹16.82 last year.Reported Earnings • Nov 04Second quarter 2023 earnings released: ₹2.16 loss per share (vs ₹3.25 profit in 2Q 2022)Second quarter 2023 results: ₹2.16 loss per share (down from ₹3.25 profit in 2Q 2022). Revenue: ₹21.4b (up 69% from 2Q 2022). Net loss: ₹565.9m (down 167% from profit in 2Q 2022). Revenue is forecast to grow 46% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in India are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.Recent Insider Transactions • Sep 23Insider recently sold ₹11m worth of stockOn the 20th of September, Tribhuwan Kathayat sold around 45k shares on-market at roughly ₹247 per share. This transaction amounted to 90% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹14m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Sep 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹283, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 8x in the Metals and Mining industry in India. Total returns to shareholders of 135% over the past three years.Recent Insider Transactions • Sep 10Insider recently sold ₹1.7m worth of stockOn the 6th of September, Godfrey John sold around 7k shares on-market at roughly ₹249 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹3.4m more than they bought in the last 12 months.Recent Insider Transactions • Aug 26Insider recently sold ₹1.6m worth of stockOn the 18th of August, Godfrey John sold around 7k shares on-market at roughly ₹230 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Reported Earnings • Jul 10Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: ₹16.82 (down from ₹29.85 in FY 2021). Revenue: ₹65.1b (down 9.1% from FY 2021). Net income: ₹4.39b (down 44% from FY 2021). Profit margin: 6.7% (down from 11% in FY 2021). Revenue exceeded analyst estimates by 24%. Earnings per share (EPS) also surpassed analyst estimates by 30%. Over the next year, revenue is forecast to grow 53%, compared to a 1.9% growth forecast for the mining industry in India. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹223, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 6x in the Metals and Mining industry in India. Total returns to shareholders of 70% over the past three years.Reported Earnings • May 30Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: ₹16.82 (down from ₹24.14 in FY 2021). Revenue: ₹63.3b (up 2.3% from FY 2021). Net income: ₹4.39b (down 30% from FY 2021). Profit margin: 6.9% (down from 10% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 24%. Earnings per share (EPS) also surpassed analyst estimates by 30%. Over the next year, revenue is forecast to grow 6.9%, compared to a 6.8% growth forecast for the mining industry in India. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₹169, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 7x in the Metals and Mining industry in India. Total returns to shareholders of 39% over the past three years.Price Target Changed • Apr 27Price target increased to ₹173Up from ₹154, the current price target is provided by 1 analyst. New target price is 16% below last closing price of ₹207. Stock is up 40% over the past year. The company is forecast to post earnings per share of ₹12.90 for next year compared to ₹24.14 last year.Valuation Update With 7 Day Price Move • Apr 01Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₹181, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 8x in the Metals and Mining industry in India. Total returns to shareholders of 35% over the past three years.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₹156, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 7x in the Metals and Mining industry in India. Total returns to shareholders of 60% over the past three years.Price Target Changed • Feb 13Price target increased to ₹173Up from ₹154, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₹173. Stock is up 41% over the past year. The company is forecast to post earnings per share of ₹12.90 for next year compared to ₹24.14 last year.Valuation Update With 7 Day Price Move • Dec 14Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹190, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 7x in the Metals and Mining industry in India. Total returns to shareholders of 39% over the past three years.株主還元WELCORPIN Metals and MiningIN 市場7D23.4%2.3%-0.2%1Y159.9%21.9%2.4%株主還元を見る業界別リターン: WELCORP過去 1 年間で21.9 % の収益を上げたIndian Metals and Mining業界を上回りました。リターン対市場: WELCORP過去 1 年間で2.4 % の収益を上げたIndian市場を上回りました。価格変動Is WELCORP's price volatile compared to industry and market?WELCORP volatilityWELCORP Average Weekly Movement6.5%Metals and Mining Industry Average Movement5.8%Market Average Movement5.9%10% most volatile stocks in IN Market9.0%10% least volatile stocks in IN Market3.6%安定した株価: WELCORP 、 Indian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: WELCORPの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19959,300Vipul Shiv Mathurwww.welspuncorp.comウエルスパン・コーポレーション・リミテッドは子会社とともに、インド、米国、サウジアラビア、および海外で鋼管、鋼棒、コイル、鋼板の製造、販売、流通を行っている。鉄鋼製品、その他（プラスチック製品を含む）の分野で事業を展開している。縦型サブマージアーク溶接管、ヘリカルサブマージアーク溶接管、電気抵抗溶接管、高周波誘導溶接管からなる炭素鋼ラインパイプ、ダクタイル鋳鉄管、コンクリートウェイトおよび防錆コーティング、ダクタイル鋳鉄管、ステンレス鋼および合金製品、熱機械処理鉄筋およびビレット、銑鉄、貯水タンク、内装液体ソリューション、工業用コンテナ、SMCパネルタンク、パッケージSTP、電気ボックス、およびPVCドアおよび内装を提供している。また、二重接合、パイプ曲げ、ID加工、ダンプサイト、在庫管理サービス、水管理ソリューションも提供している。さらに、プラスチック製品、ポリマーとその製品、基本的な貴金属と非鉄金属、プレハブ構造物、インフラプロジェクトサービス、ターンキープロジェクト、造船と海洋加工サービス、カスタム成形品、ビレット、圧延棒、黒棒、インゴット、ブルーム、シームレスパイプとチューブを提供している。同社の製品は、陸上・海上の石油・ガス・水の輸送、石油・ガスの配給、インフラ・住宅建設、飲料水の配給、貯水、製油所、石油化学、原子力、肥料、エネルギー・電力、防衛、自動車、鉄道、航空宇宙、鍛造・エンジニアリング産業で使用されている。以前はウエルスパン・グジャラート・スタール・ローレン・リミテッドとして知られていたが、2010年4月にウエルスパン・コープ・リミテッドに社名変更。1995年に設立され、本社はインドのムンバイにある。もっと見るWelspun Corp Limited 基礎のまとめWelspun の収益と売上を時価総額と比較するとどうか。WELCORP 基礎統計学時価総額₹608.41b収益（TTM）₹23.09b売上高(TTM)₹173.00b26.3xPER（株価収益率3.5xP/SレシオWELCORP は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計WELCORP 損益計算書（TTM）収益₹173.00b売上原価₹106.57b売上総利益₹66.43bその他の費用₹43.34b収益₹23.09b直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）87.54グロス・マージン38.40%純利益率13.35%有利子負債／自己資本比率25.0%WELCORP の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.2%現在の配当利回り8%配当性向View Valuation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2026/08/22 20:39終値2026/08/21 00:00収益2026/06/30年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Welspun Corp Limited 6 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。21 アナリスト機関Sailesh Raja360 ONE Capital Market Private Limitednull null360 ONE Capital Market Private LimitedSanjaya SatapathyBofA Global Research18 その他のアナリストを表示
お知らせ • Jul 16Welspun Corp Limited to Report Q1, 2027 Results on Jul 24, 2026Welspun Corp Limited announced that they will report Q1, 2027 results on Jul 24, 2026
お知らせ • Jun 19Welspun Corp Limited, Annual General Meeting, Jul 17, 2026Welspun Corp Limited, Annual General Meeting, Jul 17, 2026, at 16:00 Indian Standard Time.
お知らせ • May 15Welspun Corp Limited to Report Q4, 2026 Results on May 21, 2026Welspun Corp Limited announced that they will report Q4, 2026 results on May 21, 2026
お知らせ • Jan 21Welspun Corp Limited to Report Q3, 2026 Results on Jan 30, 2026Welspun Corp Limited announced that they will report Q3, 2026 results on Jan 30, 2026
お知らせ • Oct 24Welspun Corp Limited to Report Q2, 2026 Results on Oct 30, 2025Welspun Corp Limited announced that they will report Q2, 2026 results on Oct 30, 2025
お知らせ • Jul 24Nauyaan Tradings Private Limited acquired 9.90% stake in Nauyaan Shipyard Private Limited from Welspun Corp Limited (BSE:532144) for approximately INR 550 million.Nauyaan Tradings Private Limited acquired 9.90% stake in Nauyaan Shipyard Private Limited from Welspun Corp Limited (BSE:532144) for approximately INR 550 million on July 23, 2025. A cash consideration of INR 547 million will be paid by Nauyaan Tradings Private Limited. As part of consideration, INR 547 million is paid towards common equity of Nauyaan Shipyard Private Limited. The consideration is subject to subsequent adjustments for expenses to the account of Welspun Corp Limited and net current assets. Upon completion, Welspun Corp Limited will hold 6.1% in Nauyaan Shipyard Private Limited. For the period ending March 31, 2025, Nauyaan Shipyard Private Limited reported total revenue of INR 164.4 million. As of March 31, 2025, Nauyaan Shipyard Private Limited reported total common equity of INR 83.5 million. Nauyaan Tradings Private Limited completed the acquisition of 9.90% stake in Nauyaan Shipyard Private Limited from Welspun Corp Limited (BSE:532144) for approximately INR 550 million on July 23, 2025.
お知らせ • Jul 16Welspun Corp Limited to Report Q1, 2027 Results on Jul 24, 2026Welspun Corp Limited announced that they will report Q1, 2027 results on Jul 24, 2026
お知らせ • Jun 19Welspun Corp Limited, Annual General Meeting, Jul 17, 2026Welspun Corp Limited, Annual General Meeting, Jul 17, 2026, at 16:00 Indian Standard Time.
お知らせ • May 15Welspun Corp Limited to Report Q4, 2026 Results on May 21, 2026Welspun Corp Limited announced that they will report Q4, 2026 results on May 21, 2026
お知らせ • Jan 21Welspun Corp Limited to Report Q3, 2026 Results on Jan 30, 2026Welspun Corp Limited announced that they will report Q3, 2026 results on Jan 30, 2026
お知らせ • Oct 24Welspun Corp Limited to Report Q2, 2026 Results on Oct 30, 2025Welspun Corp Limited announced that they will report Q2, 2026 results on Oct 30, 2025
お知らせ • Jul 24Nauyaan Tradings Private Limited acquired 9.90% stake in Nauyaan Shipyard Private Limited from Welspun Corp Limited (BSE:532144) for approximately INR 550 million.Nauyaan Tradings Private Limited acquired 9.90% stake in Nauyaan Shipyard Private Limited from Welspun Corp Limited (BSE:532144) for approximately INR 550 million on July 23, 2025. A cash consideration of INR 547 million will be paid by Nauyaan Tradings Private Limited. As part of consideration, INR 547 million is paid towards common equity of Nauyaan Shipyard Private Limited. The consideration is subject to subsequent adjustments for expenses to the account of Welspun Corp Limited and net current assets. Upon completion, Welspun Corp Limited will hold 6.1% in Nauyaan Shipyard Private Limited. For the period ending March 31, 2025, Nauyaan Shipyard Private Limited reported total revenue of INR 164.4 million. As of March 31, 2025, Nauyaan Shipyard Private Limited reported total common equity of INR 83.5 million. Nauyaan Tradings Private Limited completed the acquisition of 9.90% stake in Nauyaan Shipyard Private Limited from Welspun Corp Limited (BSE:532144) for approximately INR 550 million on July 23, 2025.
お知らせ • Jul 23Welspun Corp Limited to Report Q1, 2026 Results on Jul 29, 2025Welspun Corp Limited announced that they will report Q1, 2026 results on Jul 29, 2025
お知らせ • Jul 09Welspun Corp Limited, Annual General Meeting, Jul 31, 2025Welspun Corp Limited, Annual General Meeting, Jul 31, 2025, at 16:00 Indian Standard Time.
お知らせ • May 23Welspun Corp Limited to Report Q4, 2025 Results on May 28, 2025Welspun Corp Limited announced that they will report Q4, 2025 results on May 28, 2025
お知らせ • Apr 11Reliance Strategic Business Ventures Limited agreed to acquire an additional 10% stake in Nauyaan Shipyard Private Limited from Welspun Corp Limited (BSE:532144) for approximately INR 550 million.Reliance Strategic Business Ventures Limited agreed to acquire an additional 10% stake in Nauyaan Shipyard Private Limited from Welspun Corp Limited (BSE:532144) for approximately INR 550 million on April 10, 2025. A cash consideration of INR 517.2 million and of INR 29.1 million will be paid by Reliance Strategic Business Ventures Limited. As part of consideration, INR 517.2 million is paid towards common equity and INR 29.1 million is paid towards non-convertible debt of Nauyaan Shipyard Private Limited. Upon completion, Reliance Strategic Business Ventures Limited will own 84% stake in Nauyaan Shipyard Private Limited. The transaction is subject to approval of merger agreement by the board of Welspun Corp Limited. The deal has been approved by the board of Welspun Corp Limited. The expected completion of the transaction is April 11, 2025.
お知らせ • Mar 24Welspun Corp to Delist from CSEWelspun Corp. Limited's board approved voluntary delisting from CSE, citing no impact on investors as shares remain on BSE and NSE. Welspun Corp. Ltd. announced on March 21, 2025, that its board has approved the voluntary delisting of its equity shares from the Calcutta Stock Exchange (CSE). The decision was taken under Regulation 6 of the SEBI (Delisting of Equity Shares) Regulations, 2021, which does not mandate an exit opportunity for shareholders. As CSE lacks an active trading platform, investors will not require an exit opportunity. The company assured stakeholders that this move would not affect them, as Welspun Corp’s shares will continue to be listed on the Bombay Stock Exchange (BSE) and the National Stock Exchange (NSE), allowing nationwide trading access.
お知らせ • Mar 19Top Business Groups Reportedly Line Up for JALJSW Steel Limited (BSE:500228), Dalmia Bharat Limited (NSEI:DALBHARAT), Jindal Power Limited, Vedanta Limited (NSEI:VEDL, GMR Energy Limited, Welspun Corp. Limited (BSE:532144) and Torrent Power Limited(NSEI:TORNTPOWER) are among the top business groups that have submitted expressions of interest (EoIs) for Jaiprakash Associates Limited (BSE:532532) (JAL), which will go under the hammer in a court-monitored insolvency proceeding, according to people aware of the matter. The Adani Group (Adani Enterprises Limited (BSE:512599)) is also expected to submit an EoI before the final deadline of March 25 as is another large Delhi-based industrial house, they said. Kotak Alternate Asset Managers Limited is also in the fray. The assets may be worth over $2 billion or INR 173.00 billion as per sources familiar with preliminary discussions on their valuation. The EoIs are the first stage in the bidding process as lenders look to find a new owner for JAL. Participants at the EoI stage may not necessarily submit bids, said the people cited. A National Company Law Tribunal (NCLT) bench last week instructed Bhuvan Madan, the company’s Deloitte-backed resolution professional, to invite resolution plans that would take into account all of JAL’s assets and not parts of the portfolio separately. The earlier plan had been to market the company in a piecemeal manner to potential buyers and invite interest for individual assets that were partitioned into separate clusters. That plan was struck down by NCLT. Dalmia Bharat, Jindal Power, Welspun, Torrent, Adani, GMR and Kotak Alternate Assets did not respond to ET’s queries. JSW, Vedanta and JAL’s resolution professional declined to comment.
Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹816, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Metals and Mining industry in India. Total returns to shareholders of 500% over the past three years.
Reported Earnings • Feb 06Third quarter 2025 earnings released: EPS: ₹25.73 (vs ₹11.16 in 3Q 2024)Third quarter 2025 results: EPS: ₹25.73 (up from ₹11.16 in 3Q 2024). Revenue: ₹36.6b (down 23% from 3Q 2024). Net income: ₹6.75b (up 131% from 3Q 2024). Profit margin: 19% (up from 6.1% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 56% per year whereas the company’s share price has increased by 59% per year.
お知らせ • Jan 28Welspun Corp Limited to Report Q3, 2025 Results on Feb 05, 2025Welspun Corp Limited announced that they will report Q3, 2025 results on Feb 05, 2025
Reported Earnings • Nov 09Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: EPS: ₹10.97 (down from ₹14.71 in 2Q 2024). Revenue: ₹33.6b (down 17% from 2Q 2024). Net income: ₹2.87b (down 25% from 2Q 2024). Profit margin: 8.5% (down from 9.5% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 48%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has increased by 74% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 08Welspun Corp Limited Announces Change of Company Secretary and Compliance OfficerThe Board pf Welspun Corp. Limited announced that based on the recommendation of Nomination and Remuneration Committee, approved the appointment of Mr. Kamal Rathi as Company Secretary, Compliance Officer and Nodal Officer of the Company with effect from November 08, 2024. Mr. Paras Shah resigned from the position of Interim Company Secretary, Compliance officer and Nodal officer of the Company with effect from November 08, 2024. Mr. Kamal Rathi is a professional with more than 20 years of experience in company secretary function. He is an Associate Member of the Institute of Company Secretaries of India (ICSI) and also holds a degree of Bachelor of Commerce and LLB. His expertise lies in corporate law, legal and governance, mergers and acquisitions. In the past, he had worked with large listed entities. During his past experience, as a part of secretarial and legal assignments, he has extensively worked on fund raising, mergers & acquisitions, due diligence, better governance and digitization of records.
Board Change • Nov 06High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Ravindra Pandey was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 31Welspun Corp Limited to Report Q2, 2025 Results on Nov 08, 2024Welspun Corp Limited announced that they will report Q2, 2025 results on Nov 08, 2024
お知らせ • Oct 21Welspun Corp Limited Announces Retirement of Amita Misra as Independent DirectorWelspun Corp. Limited announced that Mrs. Amita Misra (DIN: 07942122) an independent director ceased to be a director due to retirement on completion of her term as an independent director with effect from close of business hours on October 21, 2024.
お知らせ • Sep 27Welspun Corp Limited Declares Dividend for the Financial Year Ended March 31, 2024Welspun Corp. Limited at its AGM held on September 26, 2024, declared a dividend for the financial year ended March 31, 2024 @ INR 5 per share (subject to applicable tax) per equity share of face value of INR 5 each (that is 100%) on 262,224,895 equity shares aggregating to INR 1,311,124,475.
お知らせ • Aug 29Welspun Corp Limited, Annual General Meeting, Sep 26, 2024Welspun Corp Limited, Annual General Meeting, Sep 26, 2024, at 15:30 Indian Standard Time.
Price Target Changed • Aug 09Price target increased by 8.3% to ₹708Up from ₹654, the current price target is an average from 3 analysts. New target price is 7.7% above last closing price of ₹658. Stock is up 100% over the past year. The company is forecast to post earnings per share of ₹36.33 for next year compared to ₹42.45 last year.
Reported Earnings • Aug 08First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: ₹9.49 (up from ₹6.32 in 1Q 2024). Revenue: ₹31.8b (down 22% from 1Q 2024). Net income: ₹2.48b (up 50% from 1Q 2024). Profit margin: 7.8% (up from 4.1% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 28%. Earnings per share (EPS) exceeded analyst estimates by 5.1%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 71% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 31Welspun Corp Limited to Report Q1, 2025 Results on Aug 07, 2024Welspun Corp Limited announced that they will report Q1, 2025 results on Aug 07, 2024
お知らせ • May 30Welspun Corp Limited Recommends Equity DividendThe board of directors of Welspun Corp. Limited at its meeting held on May 30, 2024, recommended an equity dividend at the rate of 100 % (i.e. INR 5/- per share) on 261,666,895 Equity Shares of INR 5/- each fully paid-up, aggregating to INR 1,308,33,475/-. Pursuant to Regulation 42 of SEBI (LODR) Regulations, 2015, that the Company has fixed June 28, 2024 as the "Record Date" for the purpose of determining the shareholders eligible for dividend, if any, approved by the shareholders of the Company at the upcoming Annual General Meeting. The dividend, if any, at the upcoming AGM, will be paid within 30 days to those Members whose name appear in the Register of Members of the Company and/or the Register of Beneficial Owners maintained by the Depositories as on the Record Date.
お知らせ • May 25Welspun Corp Limited to Report Q4, 2024 Results on May 30, 2024Welspun Corp Limited announced that they will report Q4, 2024 results on May 30, 2024
お知らせ • Apr 27Welspun Corp Limited Approves the Appointment of Paras Shah as Interim Company Secretary, Compliance Officer and Nodal OfficerWelspun Corp. Limited announced that Board of Directors of Company in its meeting held on April 26, 2024, based on the recommendation of Nomination and Remuneration Committee, approved appointment of Mr. Paras Shah as Interim Company Secretary, Compliance Officer and Nodal Officer of the Company designated as Assistant Company Secretary with effect from April 26, 2024. Mr. Shah is a Commerce and Law Graduate and a member of the Institute of Company Secretaries of India (ACS - 30357) and having more than 11 years of experience. He has been associated with Welspun Corp. Limited since 2022 and has also worked with Welspun Enterprises Limited from 24 July 2015 to 21 June 2020.
Recent Insider Transactions • Mar 22Insider recently sold ₹3.6m worth of stockOn the 18th of March, Godfrey John sold around 7k shares on-market at roughly ₹509 per share. This transaction amounted to 56% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹243m. Insiders have been net sellers, collectively disposing of ₹289m more than they bought in the last 12 months.
Recent Insider Transactions • Mar 12MD, CEO & Executive Director recently sold ₹243m worth of stockOn the 6th of March, Vipul Shiv Mathur sold around 450k shares on-market at roughly ₹540 per share. This transaction amounted to 98% 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 Vipul Shiv's only on-market trade for the last 12 months.
Price Target Changed • Feb 08Price target increased by 11% to ₹566Up from ₹512, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of ₹578. Stock is up 188% over the past year. The company is forecast to post earnings per share of ₹39.27 for next year compared to ₹7.91 last year.
Reported Earnings • Feb 07Third quarter 2024 earnings released: EPS: ₹11.15 (vs ₹0.89 in 3Q 2023)Third quarter 2024 results: EPS: ₹11.15 (up from ₹0.89 in 3Q 2023). Revenue: ₹47.6b (up 98% from 3Q 2023). Net income: ₹2.92b (up ₹2.69b from 3Q 2023). Profit margin: 6.1% (up from 1.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 30Welspun Corp Limited to Report Q3, 2024 Results on Feb 06, 2024Welspun Corp Limited announced that they will report Q3, 2024 results on Feb 06, 2024
Recent Insider Transactions • Dec 09Insider recently sold ₹5.5m worth of stockOn the 5th of December, Tribhuwan Kathayat sold around 10k shares on-market at roughly ₹554 per share. This transaction amounted to 57% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹40m more than they bought in the last 12 months.
Recent Insider Transactions • Nov 24Insider recently sold ₹5.5m worth of stockOn the 21st of November, Tribhuwan Kathayat sold around 10k shares on-market at roughly ₹548 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹11m. Insiders have been net sellers, collectively disposing of ₹34m more than they bought in the last 12 months.
Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: ₹14.71 (vs ₹2.16 loss in 2Q 2023)Second quarter 2024 results: EPS: ₹14.71 (up from ₹2.16 loss in 2Q 2023). Revenue: ₹41.6b (up 112% from 2Q 2023). Net income: ₹3.85b (up ₹4.41b from 2Q 2023). Profit margin: 9.2% (up from net loss in 2Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 68% per year, which means it is well ahead of earnings.
お知らせ • Nov 01Welspun Corp Limited to Report Q2, 2024 Results on Nov 08, 2023Welspun Corp Limited announced that they will report Q2, 2024 results on Nov 08, 2023
お知らせ • Sep 23Welspun Corp Limited Declares Dividend for the Financial Year Ended March 31, 2023Welspun Corp. Limited at its AGM held on September 22, 2023, declared a dividend for the financial year ended March 31, 2023 at the rate of INR 5 (subject to applicable tax) per equity share of face value of INR 5 each (i.e. 100%) on 261,529,395 equity shares aggregating to INR 1,307,646,975.
Recent Insider Transactions • Sep 13Key Executive recently sold ₹11m worth of stockOn the 8th of September, Chintan Thaker sold around 30k shares on-market at roughly ₹363 per share. This transaction amounted to 57% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Chintan has been a net seller over the last 12 months, reducing personal holdings by ₹26m.
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹387, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Metals and Mining industry in India. Total returns to shareholders of 307% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹243 per share.
お知らせ • Aug 31Welspun Corp Limited, Annual General Meeting, Sep 22, 2023Welspun Corp Limited, Annual General Meeting, Sep 22, 2023, at 14:00 Indian Standard Time. Agenda: To receive, consider and adopt the audited standalone financial statements for the financial year ended March 31, 2023 and the reports of the Board of Directors' and the Auditor's thereon; to receive, consider and adopt the audited consolidated financial statements for the financial year ended March 31, 2023 and the reports of the Board of Directors' and the Auditor's thereon; to declare a dividend on Preference Shares for the financial year 2022-23; to declare a dividend on Equity Shares for the financial year 2022-23; and to consider other matters.
Recent Insider Transactions • Aug 28Insider recently sold ₹1.3m worth of stockOn the 24th of August, Chintan Thaker sold around 4k shares on-market at roughly ₹323 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹7.0m. Insiders have been net sellers, collectively disposing of ₹36m more than they bought in the last 12 months.
Recent Insider Transactions • Aug 18Insider recently sold ₹7.0m worth of stockOn the 9th of August, Chintan Thaker sold around 21k shares on-market at roughly ₹331 per share. This transaction amounted to 84% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹35m more than they bought in the last 12 months.
Reported Earnings • Aug 05First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2024 results: EPS: ₹6.32 (up from ₹0.16 in 1Q 2023). Revenue: ₹41.2b (up 212% from 1Q 2023). Net income: ₹1.65b (up ₹1.61b from 1Q 2023). Profit margin: 4.0% (up from 0.3% in 1Q 2023). Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) missed analyst estimates by 27%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 5.5% growth forecast for the Metals and Mining 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 increased by 46% per year, which means it is well ahead of earnings.
お知らせ • Jul 29Welspun Corp Limited to Report Q1, 2024 Results on Aug 04, 2023Welspun Corp Limited announced that they will report Q1, 2024 results on Aug 04, 2023
Recent Insider Transactions • Jun 14Insider recently sold ₹4.1m worth of stockOn the 7th of June, Tribhuwan Kathayat sold around 15k shares on-market at roughly ₹272 per share. This transaction amounted to 75% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹26m more than they bought in the last 12 months.
Reported Earnings • Jun 01Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: ₹7.91 (down from ₹16.82 in FY 2022). Revenue: ₹100.8b (up 55% from FY 2022). Net income: ₹2.07b (down 53% from FY 2022). Profit margin: 2.1% (down from 6.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.4%. Earnings per share (EPS) also surpassed analyst estimates by 38%. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Metals and Mining 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 increased by 54% per year, which means it is well ahead of earnings.
お知らせ • May 31Welspun Corp Limited Recommends DividendWelspun Corp. Limited at its board meeting held on May 30, 2023 recommended a dividend at the rate of 100% (INR 5 per share) on 261,529,395 Equity Shares of INR 5 each fully paid-up, aggregating to INR 1,307,646,975. Pursuant to Regulation 42 of SEBI Regulations, 2015, that the Company has fixed June 16, 2023 as the "Record Date" for the purpose of determining the shareholders eligible for dividend, if any, approved by the shareholders of the Company at the upcoming Annual General Meeting. The dividend, if any, approved at the upcoming AGM, will be paid within 30 days to those Members whose name appear in the Register of Members of the Company and/or the Register of Beneficial Owners maintained by the Depositories as on the Record Date.
お知らせ • May 25Welspun Corp Limited to Report Q4, 2023 Results on May 30, 2023Welspun Corp Limited announced that they will report Q4, 2023 results on May 30, 2023
お知らせ • Feb 11Welspun Corp Limited Appoints Neeraj Kant as CEO - Steel VerticalWelspun Corp. Limited announced the appointment of Mr. Neeraj Kant to its Leadership Team. Mr. Neeraj Kant has joined as CEO - Steel Vertical to lead the business expansion in existing markets and in addition, to establish and develop the B2C segment. The product portfolio in the Steel Vertical consists of Ductile Iron Pipes, Pig Iron, TMT Bars, Billets and Direct Reduced Iron. Mr. Kant will report directly to the Managing Director and CEO of WCL, Mr. Vipul Mathur. Mr. Kant has over 37 years of extensive experience in the steel and steel products industry with three companies - SAIL, Tata Steel and The Indian Steel & Wire Products Ltd. (ISWP). Prior to joining WCL, he was the Managing Director of ISWP since 2013. He graduated from IIT, Kanpur in 1985 and completed his MBA from Edinburgh University Management School in 1996.
Reported Earnings • Feb 05Third quarter 2023 earnings released: EPS: ₹0.89 (vs ₹2.42 in 3Q 2022)Third quarter 2023 results: EPS: ₹0.89 (down from ₹2.42 in 3Q 2022). Revenue: ₹24.0b (up 94% from 3Q 2022). Net income: ₹232.4m (down 63% from 3Q 2022). Profit margin: 1.0% (down from 5.1% in 3Q 2022). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 04Welspun Corp Limited Appoints Manish Chokhani as Non Executive Independent DirectorThe board of directors of Welspun Corp. Limited meeting held on February 2, 2023, appointed Mr. Manish Chokhani as Non Executive Independent Director of the Company, with effect from February 2, 2023. Mr. Chokhani holds directorship in Laxmi Organic Industries Ltd., Quadrillion Capital Pvt. Ltd., Sears Securities and Investments Pvt. Ltd., Westlife Foodworld Ltd., Shoppers Stop Ltd., Auxilo Finserv Pvt. Ltd. and Landmark Cars Ltd. and is a partner in Quadrillion Advisors. As a highly respected financial expert, Mr. Chokhani's valuable experience will further strengthen the diverse skills on the Board. The company looks forward to benefit from his expertise to further expand its value creation initiatives. Appointed for a period of 4 years upto February 1, 2027, subject To Approve the shareholders of the Company, by means of a special resolution. Mr. Manish Chokhani, aged 56 years, is a member of the Institute of Chartered Accountants of India and holds MBA degree from the London Business School. Currently, Mr. Chokhani serves as an Independent Director on the boards of Westlife Development Limited (McDonalds), Shoppers Stop, Auxilo Finserve Pvt. Ltd., Laxmi Organic Industries Ltd. and Landmark Cars Limited. He also serves on the Governing body of Flame University. He had served as the Chairman of TPG Growth in India and as Senior Advisor to TPG Group. He had served as a member of the SEBI's Alternative Investment Promotion Advisory Committee and also was a Co-Chairman of the Capital Markets Committee at the IMC. Also, he was CEO of Enam Securities. In 2011, Mr. Chokhani led merger of USD 400 with Axis Bank to create Axis Capital Ltd. Mr. Chokhani is a member of the Young Presidents' organization. He has been a visiting faculty member at the IIM-Kozhikode and had served on the International Alumni Board and scholarship panels of the London Business School.
お知らせ • Jan 26Welspun Corp Limited to Report Q3, 2023 Results on Feb 02, 2023Welspun Corp Limited announced that they will report Q3, 2023 results on Feb 02, 2023
お知らせ • Jan 06Welspun Corp Limited Appoints Kumar Priyaranjan as Chief Human Resources OfficerWelspun Corp. Limited has appointed Mr. Kumar Priyaranjan as the Chief Human Resources Officer at WCL, effective from, January 04, 2023. Mr. Priyaranjan will be based out of the Head Office in Mumbai and will report to the Managing Director & CEO, Mr. Vipul Mathur. Mr. Priyaranjan is a science and law graduate with a PGD in Industrial Relations & Personnel Management. He has also pursued Strategic Human Resource Management at Ross School of Management, University of Michigan; and is an alumnus of IIM, Ahmedabad (MDP). Mr. Kumar is a seasoned professional, with over three decades of strategic HR & IR experience across multiple industries including hospitality, transport, pharmaceuticals, engineering, and consulting. He also has experience in managing diversity, driving sustainable people strategies, and has played a pivotal role in the growth of the organizations he has been associated with. WCL will benefit significantly from his diverse experience and wide-ranging exposure at this crucial stage of the company's growth, both organically and inorganically. Mr. Priyaranjan is not related to any Director or KMP of the Company.
Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹237, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 9x in the Metals and Mining industry in India. Total returns to shareholders of 78% over the past three years.
Price Target Changed • Nov 16Price target increased to ₹288Up from ₹173, the current price target is an average from 2 analysts. New target price is 25% above last closing price of ₹230. Stock is up 44% over the past year. The company is forecast to post earnings per share of ₹8.20 for next year compared to ₹16.82 last year.
Reported Earnings • Nov 04Second quarter 2023 earnings released: ₹2.16 loss per share (vs ₹3.25 profit in 2Q 2022)Second quarter 2023 results: ₹2.16 loss per share (down from ₹3.25 profit in 2Q 2022). Revenue: ₹21.4b (up 69% from 2Q 2022). Net loss: ₹565.9m (down 167% from profit in 2Q 2022). Revenue is forecast to grow 46% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in India are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Sep 23Insider recently sold ₹11m worth of stockOn the 20th of September, Tribhuwan Kathayat sold around 45k shares on-market at roughly ₹247 per share. This transaction amounted to 90% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹14m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Sep 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹283, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 8x in the Metals and Mining industry in India. Total returns to shareholders of 135% over the past three years.
Recent Insider Transactions • Sep 10Insider recently sold ₹1.7m worth of stockOn the 6th of September, Godfrey John sold around 7k shares on-market at roughly ₹249 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹3.4m more than they bought in the last 12 months.
Recent Insider Transactions • Aug 26Insider recently sold ₹1.6m worth of stockOn the 18th of August, Godfrey John sold around 7k shares on-market at roughly ₹230 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Reported Earnings • Jul 10Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: ₹16.82 (down from ₹29.85 in FY 2021). Revenue: ₹65.1b (down 9.1% from FY 2021). Net income: ₹4.39b (down 44% from FY 2021). Profit margin: 6.7% (down from 11% in FY 2021). Revenue exceeded analyst estimates by 24%. Earnings per share (EPS) also surpassed analyst estimates by 30%. Over the next year, revenue is forecast to grow 53%, compared to a 1.9% growth forecast for the mining industry in India. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹223, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 6x in the Metals and Mining industry in India. Total returns to shareholders of 70% over the past three years.
Reported Earnings • May 30Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: ₹16.82 (down from ₹24.14 in FY 2021). Revenue: ₹63.3b (up 2.3% from FY 2021). Net income: ₹4.39b (down 30% from FY 2021). Profit margin: 6.9% (down from 10% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 24%. Earnings per share (EPS) also surpassed analyst estimates by 30%. Over the next year, revenue is forecast to grow 6.9%, compared to a 6.8% growth forecast for the mining industry in India. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₹169, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 7x in the Metals and Mining industry in India. Total returns to shareholders of 39% over the past three years.
Price Target Changed • Apr 27Price target increased to ₹173Up from ₹154, the current price target is provided by 1 analyst. New target price is 16% below last closing price of ₹207. Stock is up 40% over the past year. The company is forecast to post earnings per share of ₹12.90 for next year compared to ₹24.14 last year.
Valuation Update With 7 Day Price Move • Apr 01Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₹181, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 8x in the Metals and Mining industry in India. Total returns to shareholders of 35% over the past three years.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₹156, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 7x in the Metals and Mining industry in India. Total returns to shareholders of 60% over the past three years.
Price Target Changed • Feb 13Price target increased to ₹173Up from ₹154, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₹173. Stock is up 41% over the past year. The company is forecast to post earnings per share of ₹12.90 for next year compared to ₹24.14 last year.
Valuation Update With 7 Day Price Move • Dec 14Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹190, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 7x in the Metals and Mining industry in India. Total returns to shareholders of 39% over the past three years.
