Smartlink Holdings（532419）株式概要Smartlink Holdings Limitedは、その子会社とともに、インド国内および国際的なネットワーク製品の調達、開発、製造、販売、流通、サービスを行っている。 詳細532419 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績4/6財務の健全性6/6配当金0/6報酬当社が推定した公正価値より73.1%で取引されている 過去1年間で収益は99%増加しました リスク分析過去5年間で収益は年間2.3%減少しました。 Indian市場と比較して、過去 3 か月間の株価の変動が非常に大きい意味のある時価総額がありません ( ₹2B )すべてのリスクチェックを見る532419 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value₹Current Price₹166.0037.3% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-140m9b2016201920222025202620282031Revenue ₹9.0bEarnings ₹422.7mAdvancedSet Fair ValueView all narrativesSmartlink Holdings Limited 競合他社Umiya BuildconSymbol: NSEI:UMIYA-MROMarket cap: ₹1.6bPrecision ElectronicsSymbol: BSE:517258Market cap: ₹2.0bPurple Wave InfocomSymbol: BSE:544627Market cap: ₹1.1bFrog CellsatSymbol: NSEI:FROGMarket cap: ₹2.6b価格と性能株価の高値、安値、推移の概要Smartlink Holdings過去の株価現在の株価₹166.0052週高値₹198.7052週安値₹102.00ベータ0.411ヶ月の変化18.53%3ヶ月変化30.45%1年変化5.06%3年間の変化8.00%5年間の変化69.99%IPOからの変化53.42%最新ニュースReported Earnings • May 19Full year 2026 earnings released: EPS: ₹13.18 (vs ₹6.62 in FY 2025)Full year 2026 results: EPS: ₹13.18 (up from ₹6.62 in FY 2025). Revenue: ₹2.80b (up 25% from FY 2025). Net income: ₹131.5m (up 99% from FY 2025). Profit margin: 4.7% (up from 2.9% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • May 14Smartlink Holdings Limited announces Annual dividendSmartlink Holdings Limited announced Annual dividend of INR 2.0000 per share, ex-date on July 10, 2026 and record date on July 10, 2026.Valuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹150, the stock trades at a trailing P/E ratio of 14.8x. Average trailing P/E is 58x in the Communications industry in India. Total loss to shareholders of 2.5% over the past three years.お知らせ • Apr 18Smartlink Holdings Limited to Report Q4, 2026 Results on May 13, 2026Smartlink Holdings Limited announced that they will report Q4, 2026 results on May 13, 2026Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₹130, the stock trades at a trailing P/E ratio of 11.8x. Average trailing P/E is 46x in the Communications industry in India. Total loss to shareholders of 18% over the past three years.Valuation Update With 7 Day Price Move • Mar 11Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₹112, the stock trades at a trailing P/E ratio of 11.6x. Average trailing P/E is 54x in the Communications industry in India. Total loss to shareholders of 23% over the past three years.最新情報をもっと見るRecent updatesReported Earnings • May 19Full year 2026 earnings released: EPS: ₹13.18 (vs ₹6.62 in FY 2025)Full year 2026 results: EPS: ₹13.18 (up from ₹6.62 in FY 2025). Revenue: ₹2.80b (up 25% from FY 2025). Net income: ₹131.5m (up 99% from FY 2025). Profit margin: 4.7% (up from 2.9% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • May 14Smartlink Holdings Limited announces Annual dividendSmartlink Holdings Limited announced Annual dividend of INR 2.0000 per share, ex-date on July 10, 2026 and record date on July 10, 2026.Valuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹150, the stock trades at a trailing P/E ratio of 14.8x. Average trailing P/E is 58x in the Communications industry in India. Total loss to shareholders of 2.5% over the past three years.お知らせ • Apr 18Smartlink Holdings Limited to Report Q4, 2026 Results on May 13, 2026Smartlink Holdings Limited announced that they will report Q4, 2026 results on May 13, 2026Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₹130, the stock trades at a trailing P/E ratio of 11.8x. Average trailing P/E is 46x in the Communications industry in India. Total loss to shareholders of 18% over the past three years.Valuation Update With 7 Day Price Move • Mar 11Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₹112, the stock trades at a trailing P/E ratio of 11.6x. Average trailing P/E is 54x in the Communications industry in India. Total loss to shareholders of 23% over the past three years.New Risk • Feb 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.4% average weekly change). Market cap is less than US$100m (₹1.22b market cap, or US$13.4m).Reported Earnings • Feb 08Third quarter 2026 earnings released: EPS: ₹2.24 (vs ₹2.55 in 3Q 2025)Third quarter 2026 results: EPS: ₹2.24 (down from ₹2.55 in 3Q 2025). Revenue: ₹657.9m (up 22% from 3Q 2025). Net income: ₹22.4m (down 12% from 3Q 2025). Profit margin: 3.4% (down from 4.7% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 33% 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 • Jan 21Smartlink Holdings Limited to Report Q3, 2026 Results on Feb 06, 2026Smartlink Holdings Limited announced that they will report Q3, 2026 results on Feb 06, 2026New Risk • Dec 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Market cap is less than US$100m (₹1.31b market cap, or US$14.6m).New Risk • Nov 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Market cap is less than US$100m (₹1.34b market cap, or US$15.1m).Reported Earnings • Nov 07Second quarter 2026 earnings released: EPS: ₹1.87 (vs ₹0.68 in 2Q 2025)Second quarter 2026 results: EPS: ₹1.87 (up from ₹0.68 in 2Q 2025). Revenue: ₹725.7m (up 24% from 2Q 2025). Net income: ₹18.6m (up 178% from 2Q 2025). Profit margin: 2.6% (up from 1.1% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 26% 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 • Oct 16Smartlink Holdings Limited to Report Q2, 2026 Results on Nov 06, 2025Smartlink Holdings Limited announced that they will report Q2, 2026 results on Nov 06, 2025お知らせ • Aug 02Smartlink Holdings Limited to Report Q1, 2026 Results on Aug 12, 2025Smartlink Holdings Limited announced that they will report Q1, 2026 results on Aug 12, 2025Reported Earnings • Jul 20Full year 2025 earnings released: EPS: ₹6.62 (vs ₹7.08 in FY 2024)Full year 2025 results: EPS: ₹6.62 (down from ₹7.08 in FY 2024). Revenue: ₹2.24b (up 7.7% from FY 2024). Net income: ₹66.1m (down 6.4% from FY 2024). Profit margin: 2.9% (down from 3.4% in FY 2024). The decrease in margin was driven by higher expenses. 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 6% per year, which means it is well ahead of earnings.お知らせ • Jul 16Smartlink Holdings Limited, Annual General Meeting, Aug 13, 2025Smartlink Holdings Limited, Annual General Meeting, Aug 13, 2025, at 11:00 Indian Standard Time. Location: l-7, verna industrial estate, verna, salcete, goa, 403722, IndiaNew Risk • Jun 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.8% average weekly change). Market cap is less than US$100m (₹1.57b market cap, or US$18.2m).Reported Earnings • May 11Full year 2025 earnings released: EPS: ₹6.62 (vs ₹7.08 in FY 2024)Full year 2025 results: EPS: ₹6.62 (down from ₹7.08 in FY 2024). Revenue: ₹2.26b (up 8.2% from FY 2024). Net income: ₹66.1m (down 6.4% from FY 2024). Profit margin: 2.9% (down from 3.4% in FY 2024). The decrease in margin was driven by higher expenses. 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 8% per year, which means it is well ahead of earnings.お知らせ • May 02Smartlink Holdings Limited to Report Q4, 2025 Results on May 09, 2025Smartlink Holdings Limited announced that they will report Q4, 2025 results on May 09, 2025Reported Earnings • Feb 11Third quarter 2025 earnings released: EPS: ₹2.55 (vs ₹1.22 loss in 3Q 2024)Third quarter 2025 results: EPS: ₹2.55 (up from ₹1.22 loss in 3Q 2024). Revenue: ₹564.2m (up 40% from 3Q 2024). Net income: ₹25.4m (up ₹37.6m from 3Q 2024). Profit margin: 4.5% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹224, the stock trades at a trailing P/E ratio of 28.8x. Average trailing P/E is 38x in the Communications industry in India. Total returns to shareholders of 97% over the past three years.New Risk • Nov 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.7% average weekly change). Profit margins are more than 30% lower than last year (3.5% net profit margin). Market cap is less than US$100m (₹2.09b market cap, or US$24.7m).Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: ₹0.68 (vs ₹0.83 in 2Q 2024)Second quarter 2025 results: EPS: ₹0.68 (down from ₹0.83 in 2Q 2024). Revenue: ₹586.9m (up 13% from 2Q 2024). Net income: ₹6.70m (down 19% from 2Q 2024). Profit margin: 1.1% (down from 1.6% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.お知らせ • Oct 26Smartlink Holdings Limited to Report Q2, 2025 Results on Nov 07, 2024Smartlink Holdings Limited announced that they will report Q2, 2025 results on Nov 07, 2024Valuation Update With 7 Day Price Move • Sep 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹308, the stock trades at a trailing P/E ratio of 39.1x. Average trailing P/E is 37x in the Communications industry in India. Total returns to shareholders of 169% over the past three years.お知らせ • Sep 11Smartlink Holdings Limited Announces Completion of Tenure of Bhanubhai Ramjibhai Patel as Independent DirectorSmartlink Holdings Limited announced that Mr. Bhanubhai Ramjibhai Patel (DIN 00223115) has completed his second term as Independent Director of the Company on September 08, 2024 and consequently ceased to be Director of the Company. The Board of Directors and the Management of the Company expressed deep appreciation and gratitude to Mr. Bhanubhai Patel for his invaluable contribution made during his tenure on the Board of Directors of the Company.Reported Earnings • Aug 11First quarter 2025 earnings released: ₹0.45 loss per share (vs ₹1.24 loss in 1Q 2024)First quarter 2025 results: ₹0.45 loss per share (improved from ₹1.24 loss in 1Q 2024). Revenue: ₹428.3m (up 12% from 1Q 2024). Net loss: ₹4.44m (loss narrowed 64% from 1Q 2024). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 26Smartlink Holdings Limited to Report Q1, 2025 Results on Aug 10, 2024Smartlink Holdings Limited announced that they will report Q1, 2025 results at 12:08 PM, Indian Standard Time on Aug 10, 2024Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹324, the stock trades at a trailing P/E ratio of 45.8x. Average trailing P/E is 47x in the Communications industry in India. Total returns to shareholders of 155% over the past three years.New Risk • May 28New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.06% net profit margin). Market cap is less than US$100m (₹2.89b market cap, or US$34.8m).Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 35%After last week's 35% share price gain to ₹309, the stock trades at a trailing P/E ratio of 43.6x. Average trailing P/E is 44x in the Communications industry in India. Total returns to shareholders of 240% over the past three years.Reported Earnings • May 10Full year 2024 earnings released: EPS: ₹7.08 (vs ₹19.29 in FY 2023)Full year 2024 results: EPS: ₹7.08 (down from ₹19.29 in FY 2023). Revenue: ₹2.10b (up 29% from FY 2023). Net income: ₹70.6m (down 63% from FY 2023). Profit margin: 3.4% (down from 12% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Apr 19Now 20% overvaluedOver the last 90 days, the stock has fallen 5.5% to ₹174. The fair value is estimated to be ₹144, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last 3 years. Earnings per share has grown by 32%.Buy Or Sell Opportunity • Apr 01Now 20% overvaluedOver the last 90 days, the stock has fallen 3.6% to ₹173. The fair value is estimated to be ₹144, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last 3 years. Earnings per share has grown by 32%.Recent Insider Transactions • Mar 19Executive Chairman recently bought ₹6.2m worth of stockOn the 15th of March, Kamalaksha Naik bought around 38k shares on-market at roughly ₹165 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Kamalaksha has been a buyer over the last 12 months, purchasing a net total of ₹26m worth in shares.Buy Or Sell Opportunity • Mar 02Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 1.8% to ₹171. The fair value is estimated to be ₹143, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last 3 years. Earnings per share has grown by 32%.Reported Earnings • Feb 10Third quarter 2024 earnings released: ₹1.22 loss per share (vs ₹17.55 profit in 3Q 2023)Third quarter 2024 results: ₹1.22 loss per share (down from ₹17.55 profit in 3Q 2023). Revenue: ₹404.2m (up 7.3% from 3Q 2023). Net loss: ₹12.1m (down 107% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 14Second quarter 2024 earnings released: EPS: ₹0.83 (vs ₹0.02 loss in 2Q 2023)Second quarter 2024 results: EPS: ₹0.83 (up from ₹0.02 loss in 2Q 2023). Revenue: ₹518.2m (up 11% from 2Q 2023). Net income: ₹8.26m (up ₹8.48m from 2Q 2023). Profit margin: 1.6% (up from 0% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Sep 29Executive Chairman recently bought ₹3.2m worth of stockOn the 27th of September, Kamalaksha Naik bought around 18k shares on-market at roughly ₹178 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Kamalaksha has been a buyer over the last 12 months, purchasing a net total of ₹22m worth in shares.お知らせ • Sep 09Smartlink Holdings Limited Announces Executive ChangesSmartlink Holdings Limited informed that Board of Directors of the Company approved and noted that Ms. Urjita Damle, Company Secretary and Compliance Officer of the Company will proceed on maternity leave with effect from September 11, 2023 and until she resumes office, Mr. K. G. Prabhu, Qualified Company Secretary having ICSI membership number A13115 will assume the role of Compliance Officer of the Company and will take care of all the compliances applicable to the Company in her absence. Mr. K.G. Prabhu is a qualified Company Secretary (ICSI Membership number A13115) and Cost and Management Accountant. Currently working as Chief Financial Officer of the Company, Mr. K.G. Prabhu focuses on leading and aligning the finance function to be in lock-step with the needs of the business.Reported Earnings • Jul 27Full year 2023 earnings released: EPS: ₹19.29 (vs ₹9.90 in FY 2022)Full year 2023 results: EPS: ₹19.29 (up from ₹9.90 in FY 2022). Revenue: ₹1.63b (up 105% from FY 2022). Net income: ₹192.4m (up 85% from FY 2022). Profit margin: 12% (down from 13% in FY 2022). Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 26+ 3 more updatesSmartlink Holdings Limited to Report Q3, 2024 Results on Feb 14, 2024Smartlink Holdings Limited announced that they will report Q3, 2024 results on Feb 14, 2024Reported Earnings • May 19Full year 2023 earnings released: EPS: ₹19.29 (vs ₹9.90 in FY 2022)Full year 2023 results: EPS: ₹19.29 (up from ₹9.90 in FY 2022). Revenue: ₹1.64b (up 106% from FY 2022). Net income: ₹192.4m (up 85% from FY 2022). Profit margin: 12% (down from 13% in FY 2022). Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.お知らせ • May 19Smartlink Holdings Limited to Report Q4, 2023 Results on May 17, 2023Smartlink Holdings Limited announced that they will report Q4, 2023 results on May 17, 2023Recent Insider Transactions • Mar 31Executive Chairman recently bought ₹8.1m worth of stockOn the 29th of March, Kamalaksha Naik bought around 55k shares on-market at roughly ₹147 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Kamalaksha has been a buyer over the last 12 months, purchasing a net total of ₹18m worth in shares.Recent Insider Transactions • Mar 18Executive Chairman recently bought ₹1.5m worth of stockOn the 16th of March, Kamalaksha Naik bought around 10k shares on-market at roughly ₹144 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth ₹4.9m. Kamalaksha has been a buyer over the last 12 months, purchasing a net total of ₹8.6m worth in shares.Recent Insider Transactions • Mar 03Executive Chairman recently bought ₹2.3m worth of stockOn the 1st of March, Kamalaksha Naik bought around 16k shares on-market at roughly ₹138 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Kamalaksha's only on-market trade for the last 12 months.Reported Earnings • Feb 10Third quarter 2023 earnings released: EPS: ₹17.55 (vs ₹1.67 in 3Q 2022)Third quarter 2023 results: EPS: ₹17.55 (up from ₹1.67 in 3Q 2022). Revenue: ₹386.9m (up 118% from 3Q 2022). Net income: ₹175.0m (up ₹158.4m from 3Q 2022). Profit margin: 45% (up from 9.3% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 26Smartlink Holdings Limited to Report Q3, 2023 Results on Feb 09, 2023Smartlink Holdings Limited announced that they will report Q3, 2023 results on Feb 09, 2023Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 5 highly experienced directors. COO & Executive Director Arati Naik was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 05Second quarter 2023 earnings released: ₹0.02 loss per share (vs ₹2.56 profit in 2Q 2022)Second quarter 2023 results: ₹0.02 loss per share (down from ₹2.56 profit in 2Q 2022). Revenue: ₹468.8m (up 157% from 2Q 2022). Net loss: ₹217.0k (down 101% from profit in 2Q 2022). Profit margin: 0% (down from 15% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improved over the past weekAfter last week's 22% share price gain to ₹162, the stock trades at a trailing P/E ratio of 15.8x. Average trailing P/E is 24x in the Communications industry in India. Total returns to shareholders of 83% over the past three years.Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: ₹0.03 (vs ₹0.24 in 1Q 2022)First quarter 2023 results: EPS: ₹0.03 (down from ₹0.24 in 1Q 2022). Revenue: ₹292.6m (up 86% from 1Q 2022). Net income: ₹318.0k (down 89% from 1Q 2022). Profit margin: 0.1% (down from 1.8% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Aug 03Now 20% undervaluedOver the last 90 days, the stock is up 13%. The fair value is estimated to be ₹170, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Meanwhile, the company has become profitable.Buying Opportunity • Jul 14Now 20% undervaluedOver the last 90 days, the stock is up 7.1%. The fair value is estimated to be ₹177, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Meanwhile, the company has become profitable.Valuation Update With 7 Day Price Move • Jul 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹135, the stock trades at a trailing P/E ratio of 11.8x. Average trailing P/E is 25x in the Communications industry in India. Total returns to shareholders of 48% over the past three years.Reported Earnings • May 16Full year 2022 earnings released: EPS: ₹9.90 (vs ₹7.80 in FY 2021)Full year 2022 results: EPS: ₹9.90 (up from ₹7.80 in FY 2021). Revenue: ₹804.3m (up 14% from FY 2021). Net income: ₹103.9m (flat on FY 2021). Profit margin: 13% (down from 15% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. COO & Executive Director Arati Naik was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₹134, the stock trades at a trailing P/E ratio of 16.7x. Average trailing P/E is 28x in the Communications industry in India. Total returns to shareholders of 54% over the past three years.Reported Earnings • Feb 11Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹1.67 (down from ₹2.44 in 3Q 2021). Revenue: ₹179.7m (down 17% from 3Q 2021). Net income: ₹16.6m (down 49% from 3Q 2021). Profit margin: 9.2% (down from 15% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Dec 24Investor sentiment improved over the past weekAfter last week's 29% share price gain to ₹143, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 24x in the Communications industry in India. Total returns to shareholders of 68% over the past three years.Reported Earnings • Nov 07Second quarter 2022 earnings released: EPS ₹2.56 (vs ₹1.52 in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: ₹184.4m (down 4.3% from 2Q 2021). Net income: ₹28.0m (up 38% from 2Q 2021). Profit margin: 15% (up from 11% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₹124, the stock trades at a trailing P/E ratio of 15.2x. Average trailing P/E is 27x in the Communications industry in India. Total returns to shareholders of 26% over the past three years.Valuation Update With 7 Day Price Move • Jun 21Investor sentiment improved over the past weekAfter last week's 28% share price gain to ₹123, the stock trades at a trailing P/E ratio of 59.1x. Average trailing P/E is 42x in the Communications industry in India. Total returns to shareholders of 27% over the past three years.Reported Earnings • Feb 15Third quarter 2021 earnings released: EPS ₹2.44 (vs ₹2.88 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₹220.4m (up 21% from 3Q 2020). Net income: ₹32.4m (up ₹78.7m from 3Q 2020). Profit margin: 15% (up from net loss in 3Q 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Dec 02New 90-day high: ₹87.95The company is up 23% from its price of ₹71.35 on 03 September 2020. The Indian market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is down 2.0% over the same period.Reported Earnings • Nov 04Second quarter 2021 earnings released: EPS ₹1.52The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: ₹195.3m (down 13% from 2Q 2020). Net income: ₹20.2m (up ₹57.2m from 2Q 2020). Profit margin: 10% (up from net loss in 2Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.株主還元532419IN CommunicationsIN 市場7D-8.7%-0.2%0.5%1Y5.1%21.9%-0.7%株主還元を見る業界別リターン: 532419過去 1 年間で21.9 % の収益を上げたIndian Communications業界を下回りました。リターン対市場: 532419過去 1 年間で-0.7 % の収益を上げたIndian市場を上回りました。価格変動Is 532419's price volatile compared to industry and market?532419 volatility532419 Average Weekly Movement14.1%Communications Industry Average Movement8.1%Market Average Movement7.2%10% most volatile stocks in IN Market10.1%10% least volatile stocks in IN Market4.8%安定した株価: 532419の株価は、 Indian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 532419の 週次ボラティリティ は、過去 1 年間で9%から14%に増加しました。会社概要設立従業員CEO（最高経営責任者ウェブサイト199396n/awww.smartlinkholdings.comSmartlink Holdings Limitedは子会社とともに、インド国内および国際的なネットワーク製品の調達、開発、製造、販売、流通、サービスを行っている。投資とネットワーク製品の2つのセグメントで事業を展開。XPON、GEPON、GPON、ONU、OLT、スプリッター、ファイバー分配ボックス、ファイバーケーブル、マネージド、アンマネージド、フルマネージド、ライト/スマートマネージド、シャーシスイッチ、産業用スイッチ、トランシーバー、メディアコンバーター、マルチギグスイッチなどのスイッチングソリューションを提供している；ソリッドケーブル、キーストーン、パッチパネル、銅パッチコード、フェースプレート、RJ45コネクタ、ファイバーパッチコード、ピグテール、ファイバーLIU、スプリッター、工業用ファイルプラグ、終端工具、フェースプレート、ドロップケーブルなどの構造化ケーブル。また、電気自動車用充電器や、IT、ネットワーク、電気通信業界向けのコンピュータ・マザーボード、アドオン・カード、ネットワーク、電気通信製品などのエレクトロニクス製品も製造している。さらに、DIGISOLブランドでスイッチ、ブロードバンドルーター、無線LAN、GPON、GePONなどのネットワーク製品、企業向け無線製品、XPON ONU、EPON/GPON OLTを提供している。さらに、技術サポートサービスも提供している。また、有価証券や不動産への投資も行っている。同社は以前はSmartlink Network Systems Limitedとして知られていたが、2018年4月にSmartlink Holdings Limitedに社名を変更した。Smartlink Holdings Limitedは1993年に設立され、インドのムンバイに拠点を置く。もっと見るSmartlink Holdings Limited 基礎のまとめSmartlink Holdings の収益と売上を時価総額と比較するとどうか。532419 基礎統計学時価総額₹1.62b収益（TTM）₹131.46m売上高(TTM)₹2.80b12.3xPER（株価収益率0.6xP/Sレシオ532419 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532419 損益計算書（TTM）収益₹2.80b売上原価₹2.13b売上総利益₹669.52mその他の費用₹538.07m収益₹131.46m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）13.18グロス・マージン23.92%純利益率4.70%有利子負債／自己資本比率0%532419 の長期的なパフォーマンスは？過去の実績と比較を見る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2026/05/20 04:15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Smartlink Holdings Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Karan MittalICICIdirect.com
Reported Earnings • May 19Full year 2026 earnings released: EPS: ₹13.18 (vs ₹6.62 in FY 2025)Full year 2026 results: EPS: ₹13.18 (up from ₹6.62 in FY 2025). Revenue: ₹2.80b (up 25% from FY 2025). Net income: ₹131.5m (up 99% from FY 2025). Profit margin: 4.7% (up from 2.9% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • May 14Smartlink Holdings Limited announces Annual dividendSmartlink Holdings Limited announced Annual dividend of INR 2.0000 per share, ex-date on July 10, 2026 and record date on July 10, 2026.
Valuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹150, the stock trades at a trailing P/E ratio of 14.8x. Average trailing P/E is 58x in the Communications industry in India. Total loss to shareholders of 2.5% over the past three years.
お知らせ • Apr 18Smartlink Holdings Limited to Report Q4, 2026 Results on May 13, 2026Smartlink Holdings Limited announced that they will report Q4, 2026 results on May 13, 2026
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₹130, the stock trades at a trailing P/E ratio of 11.8x. Average trailing P/E is 46x in the Communications industry in India. Total loss to shareholders of 18% over the past three years.
Valuation Update With 7 Day Price Move • Mar 11Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₹112, the stock trades at a trailing P/E ratio of 11.6x. Average trailing P/E is 54x in the Communications industry in India. Total loss to shareholders of 23% over the past three years.
Reported Earnings • May 19Full year 2026 earnings released: EPS: ₹13.18 (vs ₹6.62 in FY 2025)Full year 2026 results: EPS: ₹13.18 (up from ₹6.62 in FY 2025). Revenue: ₹2.80b (up 25% from FY 2025). Net income: ₹131.5m (up 99% from FY 2025). Profit margin: 4.7% (up from 2.9% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • May 14Smartlink Holdings Limited announces Annual dividendSmartlink Holdings Limited announced Annual dividend of INR 2.0000 per share, ex-date on July 10, 2026 and record date on July 10, 2026.
Valuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹150, the stock trades at a trailing P/E ratio of 14.8x. Average trailing P/E is 58x in the Communications industry in India. Total loss to shareholders of 2.5% over the past three years.
お知らせ • Apr 18Smartlink Holdings Limited to Report Q4, 2026 Results on May 13, 2026Smartlink Holdings Limited announced that they will report Q4, 2026 results on May 13, 2026
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₹130, the stock trades at a trailing P/E ratio of 11.8x. Average trailing P/E is 46x in the Communications industry in India. Total loss to shareholders of 18% over the past three years.
Valuation Update With 7 Day Price Move • Mar 11Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₹112, the stock trades at a trailing P/E ratio of 11.6x. Average trailing P/E is 54x in the Communications industry in India. Total loss to shareholders of 23% over the past three years.
New Risk • Feb 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.4% average weekly change). Market cap is less than US$100m (₹1.22b market cap, or US$13.4m).
Reported Earnings • Feb 08Third quarter 2026 earnings released: EPS: ₹2.24 (vs ₹2.55 in 3Q 2025)Third quarter 2026 results: EPS: ₹2.24 (down from ₹2.55 in 3Q 2025). Revenue: ₹657.9m (up 22% from 3Q 2025). Net income: ₹22.4m (down 12% from 3Q 2025). Profit margin: 3.4% (down from 4.7% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 33% 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 • Jan 21Smartlink Holdings Limited to Report Q3, 2026 Results on Feb 06, 2026Smartlink Holdings Limited announced that they will report Q3, 2026 results on Feb 06, 2026
New Risk • Dec 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Market cap is less than US$100m (₹1.31b market cap, or US$14.6m).
New Risk • Nov 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Market cap is less than US$100m (₹1.34b market cap, or US$15.1m).
Reported Earnings • Nov 07Second quarter 2026 earnings released: EPS: ₹1.87 (vs ₹0.68 in 2Q 2025)Second quarter 2026 results: EPS: ₹1.87 (up from ₹0.68 in 2Q 2025). Revenue: ₹725.7m (up 24% from 2Q 2025). Net income: ₹18.6m (up 178% from 2Q 2025). Profit margin: 2.6% (up from 1.1% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 26% 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 • Oct 16Smartlink Holdings Limited to Report Q2, 2026 Results on Nov 06, 2025Smartlink Holdings Limited announced that they will report Q2, 2026 results on Nov 06, 2025
お知らせ • Aug 02Smartlink Holdings Limited to Report Q1, 2026 Results on Aug 12, 2025Smartlink Holdings Limited announced that they will report Q1, 2026 results on Aug 12, 2025
Reported Earnings • Jul 20Full year 2025 earnings released: EPS: ₹6.62 (vs ₹7.08 in FY 2024)Full year 2025 results: EPS: ₹6.62 (down from ₹7.08 in FY 2024). Revenue: ₹2.24b (up 7.7% from FY 2024). Net income: ₹66.1m (down 6.4% from FY 2024). Profit margin: 2.9% (down from 3.4% in FY 2024). The decrease in margin was driven by higher expenses. 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 6% per year, which means it is well ahead of earnings.
お知らせ • Jul 16Smartlink Holdings Limited, Annual General Meeting, Aug 13, 2025Smartlink Holdings Limited, Annual General Meeting, Aug 13, 2025, at 11:00 Indian Standard Time. Location: l-7, verna industrial estate, verna, salcete, goa, 403722, India
New Risk • Jun 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.8% average weekly change). Market cap is less than US$100m (₹1.57b market cap, or US$18.2m).
Reported Earnings • May 11Full year 2025 earnings released: EPS: ₹6.62 (vs ₹7.08 in FY 2024)Full year 2025 results: EPS: ₹6.62 (down from ₹7.08 in FY 2024). Revenue: ₹2.26b (up 8.2% from FY 2024). Net income: ₹66.1m (down 6.4% from FY 2024). Profit margin: 2.9% (down from 3.4% in FY 2024). The decrease in margin was driven by higher expenses. 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 8% per year, which means it is well ahead of earnings.
お知らせ • May 02Smartlink Holdings Limited to Report Q4, 2025 Results on May 09, 2025Smartlink Holdings Limited announced that they will report Q4, 2025 results on May 09, 2025
Reported Earnings • Feb 11Third quarter 2025 earnings released: EPS: ₹2.55 (vs ₹1.22 loss in 3Q 2024)Third quarter 2025 results: EPS: ₹2.55 (up from ₹1.22 loss in 3Q 2024). Revenue: ₹564.2m (up 40% from 3Q 2024). Net income: ₹25.4m (up ₹37.6m from 3Q 2024). Profit margin: 4.5% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹224, the stock trades at a trailing P/E ratio of 28.8x. Average trailing P/E is 38x in the Communications industry in India. Total returns to shareholders of 97% over the past three years.
New Risk • Nov 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.7% average weekly change). Profit margins are more than 30% lower than last year (3.5% net profit margin). Market cap is less than US$100m (₹2.09b market cap, or US$24.7m).
Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: ₹0.68 (vs ₹0.83 in 2Q 2024)Second quarter 2025 results: EPS: ₹0.68 (down from ₹0.83 in 2Q 2024). Revenue: ₹586.9m (up 13% from 2Q 2024). Net income: ₹6.70m (down 19% from 2Q 2024). Profit margin: 1.1% (down from 1.6% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
お知らせ • Oct 26Smartlink Holdings Limited to Report Q2, 2025 Results on Nov 07, 2024Smartlink Holdings Limited announced that they will report Q2, 2025 results on Nov 07, 2024
Valuation Update With 7 Day Price Move • Sep 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹308, the stock trades at a trailing P/E ratio of 39.1x. Average trailing P/E is 37x in the Communications industry in India. Total returns to shareholders of 169% over the past three years.
お知らせ • Sep 11Smartlink Holdings Limited Announces Completion of Tenure of Bhanubhai Ramjibhai Patel as Independent DirectorSmartlink Holdings Limited announced that Mr. Bhanubhai Ramjibhai Patel (DIN 00223115) has completed his second term as Independent Director of the Company on September 08, 2024 and consequently ceased to be Director of the Company. The Board of Directors and the Management of the Company expressed deep appreciation and gratitude to Mr. Bhanubhai Patel for his invaluable contribution made during his tenure on the Board of Directors of the Company.
Reported Earnings • Aug 11First quarter 2025 earnings released: ₹0.45 loss per share (vs ₹1.24 loss in 1Q 2024)First quarter 2025 results: ₹0.45 loss per share (improved from ₹1.24 loss in 1Q 2024). Revenue: ₹428.3m (up 12% from 1Q 2024). Net loss: ₹4.44m (loss narrowed 64% from 1Q 2024). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 26Smartlink Holdings Limited to Report Q1, 2025 Results on Aug 10, 2024Smartlink Holdings Limited announced that they will report Q1, 2025 results at 12:08 PM, Indian Standard Time on Aug 10, 2024
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹324, the stock trades at a trailing P/E ratio of 45.8x. Average trailing P/E is 47x in the Communications industry in India. Total returns to shareholders of 155% over the past three years.
New Risk • May 28New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.06% net profit margin). Market cap is less than US$100m (₹2.89b market cap, or US$34.8m).
Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 35%After last week's 35% share price gain to ₹309, the stock trades at a trailing P/E ratio of 43.6x. Average trailing P/E is 44x in the Communications industry in India. Total returns to shareholders of 240% over the past three years.
Reported Earnings • May 10Full year 2024 earnings released: EPS: ₹7.08 (vs ₹19.29 in FY 2023)Full year 2024 results: EPS: ₹7.08 (down from ₹19.29 in FY 2023). Revenue: ₹2.10b (up 29% from FY 2023). Net income: ₹70.6m (down 63% from FY 2023). Profit margin: 3.4% (down from 12% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Apr 19Now 20% overvaluedOver the last 90 days, the stock has fallen 5.5% to ₹174. The fair value is estimated to be ₹144, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last 3 years. Earnings per share has grown by 32%.
Buy Or Sell Opportunity • Apr 01Now 20% overvaluedOver the last 90 days, the stock has fallen 3.6% to ₹173. The fair value is estimated to be ₹144, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last 3 years. Earnings per share has grown by 32%.
Recent Insider Transactions • Mar 19Executive Chairman recently bought ₹6.2m worth of stockOn the 15th of March, Kamalaksha Naik bought around 38k shares on-market at roughly ₹165 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Kamalaksha has been a buyer over the last 12 months, purchasing a net total of ₹26m worth in shares.
Buy Or Sell Opportunity • Mar 02Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 1.8% to ₹171. The fair value is estimated to be ₹143, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last 3 years. Earnings per share has grown by 32%.
Reported Earnings • Feb 10Third quarter 2024 earnings released: ₹1.22 loss per share (vs ₹17.55 profit in 3Q 2023)Third quarter 2024 results: ₹1.22 loss per share (down from ₹17.55 profit in 3Q 2023). Revenue: ₹404.2m (up 7.3% from 3Q 2023). Net loss: ₹12.1m (down 107% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 14Second quarter 2024 earnings released: EPS: ₹0.83 (vs ₹0.02 loss in 2Q 2023)Second quarter 2024 results: EPS: ₹0.83 (up from ₹0.02 loss in 2Q 2023). Revenue: ₹518.2m (up 11% from 2Q 2023). Net income: ₹8.26m (up ₹8.48m from 2Q 2023). Profit margin: 1.6% (up from 0% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Sep 29Executive Chairman recently bought ₹3.2m worth of stockOn the 27th of September, Kamalaksha Naik bought around 18k shares on-market at roughly ₹178 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Kamalaksha has been a buyer over the last 12 months, purchasing a net total of ₹22m worth in shares.
お知らせ • Sep 09Smartlink Holdings Limited Announces Executive ChangesSmartlink Holdings Limited informed that Board of Directors of the Company approved and noted that Ms. Urjita Damle, Company Secretary and Compliance Officer of the Company will proceed on maternity leave with effect from September 11, 2023 and until she resumes office, Mr. K. G. Prabhu, Qualified Company Secretary having ICSI membership number A13115 will assume the role of Compliance Officer of the Company and will take care of all the compliances applicable to the Company in her absence. Mr. K.G. Prabhu is a qualified Company Secretary (ICSI Membership number A13115) and Cost and Management Accountant. Currently working as Chief Financial Officer of the Company, Mr. K.G. Prabhu focuses on leading and aligning the finance function to be in lock-step with the needs of the business.
Reported Earnings • Jul 27Full year 2023 earnings released: EPS: ₹19.29 (vs ₹9.90 in FY 2022)Full year 2023 results: EPS: ₹19.29 (up from ₹9.90 in FY 2022). Revenue: ₹1.63b (up 105% from FY 2022). Net income: ₹192.4m (up 85% from FY 2022). Profit margin: 12% (down from 13% in FY 2022). Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 26+ 3 more updatesSmartlink Holdings Limited to Report Q3, 2024 Results on Feb 14, 2024Smartlink Holdings Limited announced that they will report Q3, 2024 results on Feb 14, 2024
Reported Earnings • May 19Full year 2023 earnings released: EPS: ₹19.29 (vs ₹9.90 in FY 2022)Full year 2023 results: EPS: ₹19.29 (up from ₹9.90 in FY 2022). Revenue: ₹1.64b (up 106% from FY 2022). Net income: ₹192.4m (up 85% from FY 2022). Profit margin: 12% (down from 13% in FY 2022). Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
お知らせ • May 19Smartlink Holdings Limited to Report Q4, 2023 Results on May 17, 2023Smartlink Holdings Limited announced that they will report Q4, 2023 results on May 17, 2023
Recent Insider Transactions • Mar 31Executive Chairman recently bought ₹8.1m worth of stockOn the 29th of March, Kamalaksha Naik bought around 55k shares on-market at roughly ₹147 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Kamalaksha has been a buyer over the last 12 months, purchasing a net total of ₹18m worth in shares.
Recent Insider Transactions • Mar 18Executive Chairman recently bought ₹1.5m worth of stockOn the 16th of March, Kamalaksha Naik bought around 10k shares on-market at roughly ₹144 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth ₹4.9m. Kamalaksha has been a buyer over the last 12 months, purchasing a net total of ₹8.6m worth in shares.
Recent Insider Transactions • Mar 03Executive Chairman recently bought ₹2.3m worth of stockOn the 1st of March, Kamalaksha Naik bought around 16k shares on-market at roughly ₹138 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Kamalaksha's only on-market trade for the last 12 months.
Reported Earnings • Feb 10Third quarter 2023 earnings released: EPS: ₹17.55 (vs ₹1.67 in 3Q 2022)Third quarter 2023 results: EPS: ₹17.55 (up from ₹1.67 in 3Q 2022). Revenue: ₹386.9m (up 118% from 3Q 2022). Net income: ₹175.0m (up ₹158.4m from 3Q 2022). Profit margin: 45% (up from 9.3% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 26Smartlink Holdings Limited to Report Q3, 2023 Results on Feb 09, 2023Smartlink Holdings Limited announced that they will report Q3, 2023 results on Feb 09, 2023
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 5 highly experienced directors. COO & Executive Director Arati Naik was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 05Second quarter 2023 earnings released: ₹0.02 loss per share (vs ₹2.56 profit in 2Q 2022)Second quarter 2023 results: ₹0.02 loss per share (down from ₹2.56 profit in 2Q 2022). Revenue: ₹468.8m (up 157% from 2Q 2022). Net loss: ₹217.0k (down 101% from profit in 2Q 2022). Profit margin: 0% (down from 15% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improved over the past weekAfter last week's 22% share price gain to ₹162, the stock trades at a trailing P/E ratio of 15.8x. Average trailing P/E is 24x in the Communications industry in India. Total returns to shareholders of 83% over the past three years.
Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: ₹0.03 (vs ₹0.24 in 1Q 2022)First quarter 2023 results: EPS: ₹0.03 (down from ₹0.24 in 1Q 2022). Revenue: ₹292.6m (up 86% from 1Q 2022). Net income: ₹318.0k (down 89% from 1Q 2022). Profit margin: 0.1% (down from 1.8% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Aug 03Now 20% undervaluedOver the last 90 days, the stock is up 13%. The fair value is estimated to be ₹170, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Meanwhile, the company has become profitable.
Buying Opportunity • Jul 14Now 20% undervaluedOver the last 90 days, the stock is up 7.1%. The fair value is estimated to be ₹177, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Meanwhile, the company has become profitable.
Valuation Update With 7 Day Price Move • Jul 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹135, the stock trades at a trailing P/E ratio of 11.8x. Average trailing P/E is 25x in the Communications industry in India. Total returns to shareholders of 48% over the past three years.
Reported Earnings • May 16Full year 2022 earnings released: EPS: ₹9.90 (vs ₹7.80 in FY 2021)Full year 2022 results: EPS: ₹9.90 (up from ₹7.80 in FY 2021). Revenue: ₹804.3m (up 14% from FY 2021). Net income: ₹103.9m (flat on FY 2021). Profit margin: 13% (down from 15% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. COO & Executive Director Arati Naik was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₹134, the stock trades at a trailing P/E ratio of 16.7x. Average trailing P/E is 28x in the Communications industry in India. Total returns to shareholders of 54% over the past three years.
Reported Earnings • Feb 11Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹1.67 (down from ₹2.44 in 3Q 2021). Revenue: ₹179.7m (down 17% from 3Q 2021). Net income: ₹16.6m (down 49% from 3Q 2021). Profit margin: 9.2% (down from 15% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Dec 24Investor sentiment improved over the past weekAfter last week's 29% share price gain to ₹143, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 24x in the Communications industry in India. Total returns to shareholders of 68% over the past three years.
Reported Earnings • Nov 07Second quarter 2022 earnings released: EPS ₹2.56 (vs ₹1.52 in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: ₹184.4m (down 4.3% from 2Q 2021). Net income: ₹28.0m (up 38% from 2Q 2021). Profit margin: 15% (up from 11% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₹124, the stock trades at a trailing P/E ratio of 15.2x. Average trailing P/E is 27x in the Communications industry in India. Total returns to shareholders of 26% over the past three years.
Valuation Update With 7 Day Price Move • Jun 21Investor sentiment improved over the past weekAfter last week's 28% share price gain to ₹123, the stock trades at a trailing P/E ratio of 59.1x. Average trailing P/E is 42x in the Communications industry in India. Total returns to shareholders of 27% over the past three years.
Reported Earnings • Feb 15Third quarter 2021 earnings released: EPS ₹2.44 (vs ₹2.88 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₹220.4m (up 21% from 3Q 2020). Net income: ₹32.4m (up ₹78.7m from 3Q 2020). Profit margin: 15% (up from net loss in 3Q 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Dec 02New 90-day high: ₹87.95The company is up 23% from its price of ₹71.35 on 03 September 2020. The Indian market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is down 2.0% over the same period.
Reported Earnings • Nov 04Second quarter 2021 earnings released: EPS ₹1.52The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: ₹195.3m (down 13% from 2Q 2020). Net income: ₹20.2m (up ₹57.2m from 2Q 2020). Profit margin: 10% (up from net loss in 2Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
