Birla Cable（BIRLACABLE）株式概要ビルラ・ケーブル・リミテッドは、インド国内および海外でケーブルの製造・販売を行っている。 詳細BIRLACABLE ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績4/6財務の健全性2/6配当金3/6報酬株価収益率（ 34.4 x）は、 Communications業界平均（ 65.2 x）を下回っています。過去1年間で収益は245.6%増加しました リスク分析利払いは収益で十分にカバーされない 過去5年間で収益は年間12.4%減少しました。 0.64%の配当はフリーキャッシュフローで十分にカバーされていない 意味のある時価総額がありません ( ₹6B )+1 さらなるリスクすべてのリスクチェックを見るBIRLACABLE 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₹193.9125.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture012b2016201920222025202620282031Revenue ₹12.1bEarnings ₹265.2mAdvancedSet Fair ValueView all narrativesBirla Cable Limited 競合他社ADC India CommunicationsSymbol: BSE:523411Market cap: ₹10.8bValiant CommunicationsSymbol: BSE:526775Market cap: ₹14.5bVindhya TelelinksSymbol: NSEI:VINDHYATELMarket cap: ₹26.2bSmartlink HoldingsSymbol: NSEI:SMARTLINKMarket cap: ₹1.6b価格と性能株価の高値、安値、推移の概要Birla Cable過去の株価現在の株価₹193.9152週高値₹215.2052週安値₹104.00ベータ0.561ヶ月の変化24.56%3ヶ月変化36.58%1年変化6.56%3年間の変化7.01%5年間の変化158.89%IPOからの変化386.60%最新ニュースNew Risk • May 28New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.5x net interest cover). Earnings have declined by 12% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (10% average weekly change). Market cap is less than US$100m (₹5.54b market cap, or US$57.6m).Reported Earnings • May 23Full year 2026 earnings released: EPS: ₹5.63 (vs ₹1.63 in FY 2025)Full year 2026 results: EPS: ₹5.63 (up from ₹1.63 in FY 2025). Revenue: ₹7.75b (up 17% from FY 2025). Net income: ₹169.0m (up 246% from FY 2025). Profit margin: 2.2% (up from 0.7% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.お知らせ • May 11Birla Cable Limited to Report Q4, 2026 Results on May 22, 2026Birla Cable Limited announced that they will report Q4, 2026 results on May 22, 2026Buy Or Sell Opportunity • May 11Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to ₹181. The fair value is estimated to be ₹146, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.3% over the last 3 years. Earnings per share has declined by 69%.Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 25%After last week's 25% share price gain to ₹146, the stock trades at a trailing P/E ratio of 57.9x. Average trailing P/E is 52x in the Communications industry in India. Total returns to shareholders of 14% over the past three years.New Risk • Mar 23New 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 7.9% 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: Major Risks Interest payments are not well covered by earnings (2.6x net interest cover). Earnings have declined by 7.7% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Market cap is less than US$100m (₹3.46b market cap, or US$37.0m).最新情報をもっと見るRecent updatesNew Risk • May 28New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.5x net interest cover). Earnings have declined by 12% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (10% average weekly change). Market cap is less than US$100m (₹5.54b market cap, or US$57.6m).Reported Earnings • May 23Full year 2026 earnings released: EPS: ₹5.63 (vs ₹1.63 in FY 2025)Full year 2026 results: EPS: ₹5.63 (up from ₹1.63 in FY 2025). Revenue: ₹7.75b (up 17% from FY 2025). Net income: ₹169.0m (up 246% from FY 2025). Profit margin: 2.2% (up from 0.7% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.お知らせ • May 11Birla Cable Limited to Report Q4, 2026 Results on May 22, 2026Birla Cable Limited announced that they will report Q4, 2026 results on May 22, 2026Buy Or Sell Opportunity • May 11Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to ₹181. The fair value is estimated to be ₹146, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.3% over the last 3 years. Earnings per share has declined by 69%.Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 25%After last week's 25% share price gain to ₹146, the stock trades at a trailing P/E ratio of 57.9x. Average trailing P/E is 52x in the Communications industry in India. Total returns to shareholders of 14% over the past three years.New Risk • Mar 23New 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 7.9% 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: Major Risks Interest payments are not well covered by earnings (2.6x net interest cover). Earnings have declined by 7.7% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Market cap is less than US$100m (₹3.46b market cap, or US$37.0m).Buy Or Sell Opportunity • Mar 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.9% to ₹130. The fair value is estimated to be ₹165, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.3% over the last 3 years. Earnings per share has declined by 69%.分析記事 • Feb 10Returns On Capital Are Showing Encouraging Signs At Birla Cable (NSE:BIRLACABLE)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹155, the stock trades at a trailing P/E ratio of 61.2x. Average trailing P/E is 33x in the Communications industry in India. Total returns to shareholders of 14% over the past three years.New Risk • Jan 31New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.6x net interest cover). Earnings have declined by 7.7% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₹4.07b market cap, or US$44.3m).New Risk • Jan 30New major risk - Revenue and earnings growthEarnings have declined by 7.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 7.7% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₹4.08b market cap, or US$44.4m).Reported Earnings • Jan 30Third quarter 2026 earnings released: EPS: ₹1.34 (vs ₹0.48 in 3Q 2025)Third quarter 2026 results: EPS: ₹1.34 (up from ₹0.48 in 3Q 2025). Revenue: ₹2.05b (up 30% from 3Q 2025). Net income: ₹40.2m (up 179% from 3Q 2025). Profit margin: 2.0% (up from 0.9% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.お知らせ • Jan 20+ 1 more updateBirla Cable Limited Announces Cessation of Shri R. Sridharan as Key Managerial Personnel, Effective January 19, 2026Birla Cable Limited announced that Shri R. Sridharan ceased to be a Key Managerial Personnel (KMP) in terms of Section 203 of the Companies Act, 2013 and Regulation 30(5) of the Listing Regulations for determining the materiality of any event or transaction for making the required disclosures to the Stock Exchanges with effect from the close of business hours on 19 January, 2026.お知らせ • Jan 15Birla Cable Limited to Report Q3, 2026 Results on Jan 29, 2026Birla Cable Limited announced that they will report Q3, 2026 results on Jan 29, 2026Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: ₹0.24 (vs ₹0.61 in 2Q 2025)Second quarter 2026 results: EPS: ₹0.24 (down from ₹0.61 in 2Q 2025). Revenue: ₹1.76b (down 2.9% from 2Q 2025). Net income: ₹7.13m (down 61% from 2Q 2025). Profit margin: 0.4% (down from 1.0% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Oct 17Birla Cable Limited to Report Q2, 2026 Results on Oct 30, 2025Birla Cable Limited announced that they will report Q2, 2026 results on Oct 30, 2025お知らせ • Aug 19Birla Cable Limited, Annual General Meeting, Sep 12, 2025Birla Cable Limited, Annual General Meeting, Sep 12, 2025, at 10:00 Indian Standard Time. Location: udyog vihar, p.o. chorhata, rewa-486006 (m.p.), rewa IndiaReported Earnings • Aug 08First quarter 2026 earnings released: EPS: ₹0.45 (vs ₹0.05 in 1Q 2025)First quarter 2026 results: EPS: ₹0.45 (up from ₹0.05 in 1Q 2025). Revenue: ₹1.77b (up 6.7% from 1Q 2025). Net income: ₹13.6m (up ₹12.2m from 1Q 2025). Profit margin: 0.8% (up from 0.1% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.お知らせ • Jul 25Birla Cable Limited to Report Q1, 2026 Results on Aug 07, 2025Birla Cable Limited announced that they will report Q1, 2026 results on Aug 07, 2025分析記事 • Jun 18Birla Cable (NSE:BIRLACABLE) Has A Somewhat Strained Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...New Risk • May 23New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 9.8% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.8% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (0.7% net profit margin). Market cap is less than US$100m (₹5.75b market cap, or US$67.4m).Reported Earnings • May 22Full year 2025 earnings released: EPS: ₹1.63 (vs ₹7.38 in FY 2024)Full year 2025 results: EPS: ₹1.63 (down from ₹7.38 in FY 2024). Revenue: ₹6.65b (down 3.0% from FY 2024). Net income: ₹48.9m (down 78% from FY 2024). Profit margin: 0.7% (down from 3.2% in FY 2024). 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 12% per year, which means it is well ahead of earnings.分析記事 • May 16Birla Cable Limited's (NSE:BIRLACABLE) Share Price Is Matching Sentiment Around Its RevenuesWith a price-to-sales (or "P/S") ratio of 0.7x Birla Cable Limited ( NSE:BIRLACABLE ) may be sending very bullish...お知らせ • May 13Birla Cable Limited to Report Q4, 2025 Results on May 21, 2025Birla Cable Limited announced that they will report Q4, 2025 results on May 21, 2025New Risk • Apr 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 9.4% 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: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.4% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin). Market cap is less than US$100m (₹4.75b market cap, or US$55.4m).お知らせ • Mar 28Vindhya Telelinks Limited (NSEI:VINDHYATEL) completed the acquisition of an additional 11% stake in Birla Visabeira Private Limited from Birla Cable Limited for INR 3.1 million.Vindhya Telelinks Limited (NSEI:VINDHYATEL) agreed to acquire an additional 11% stake in Birla Visabeira Private Limited from Birla Cable Limited (NSEI:BIRLACABLE) for INR3.1 million on October 25, 2024. A cash consideration of INR 3.07 million will be paid by Vindhya Telelinks Limited. As part of consideration, INR 3.07 million is paid towards common equity of Birla Visabeira Private Limited. Upon completion, Vindhya Telelinks Limited will own 51% stake in Birla Visabeira Private Limited. For the period ending March 31, 2024, Birla Visabeira Private Limited reported total revenue of INR 184.53 million. The transaction is subject to approval of offer by acquirer board. The deal has been approved by the board. Vindhya Telelinks Limited (NSEI:VINDHYATEL) completed the acquisition of an additional 11% stake in Birla Visabeira Private Limited from Birla Cable Limited (NSEI:BIRLACABLE) on March 27, 2025.お知らせ • Mar 21Birla Cable Limited Announces Board ChangesBirla Cable Limited at its meeting held on March 21, 2025, announced the appointment of Ms. Suman holding ICSI Membership No. A-52842 as the Company Secretary and Compliance Officer, a Whole-Time Key Managerial Personnel (KMP) of the Company with effect from 21st March, 2025. Consequently, Mr. Somesh Laddha ceased to be the Compliance Officer of the Company in interim capacity with immediate effect. Ms. Suman is a qualified law graduate and an Associate Member of the Institute of Company Secretaries of India holding Membership No. A- 52842. She is having more than 7 years of post- qualification experience in core areas of Corporate Secretarial functions and Compliance management.Buy Or Sell Opportunity • Mar 21Now 21% overvaluedOver the last 90 days, the stock has fallen 32% to ₹146. The fair value is estimated to be ₹120, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has declined by 18%.分析記事 • Mar 14Returns On Capital At Birla Cable (NSE:BIRLACABLE) Have Hit The BrakesFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Buy Or Sell Opportunity • Feb 11Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to ₹173. The fair value is estimated to be ₹222, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has declined by 18%.お知らせ • Feb 10Birla Cable Limited Appoints Somesh Laddha as Interim Compliance OfficerBirla Cable Limited announced that the Board of Directors of the Company at its meeting held on 9th February, 2025, approved the Appointment of Shri Somesh Laddha, Chief Financial Officer (CFO), a Whole-Time Key Managerial Personnel holding ICS! Membership No. A26449 as the Compliance Officer of the Company in interim capacity, effective 9th February, 2025. Shri Somesh Laddha, Chief Financial Officer (CFO), a Whole-Time Key Managerial Personnel of the Company is a qualified Chartered Accountant and Company Secretary with over eighteen years of post-qualification experience in managing finance & accounts, statutory audits, secretarial and corporate affairs, and liaisoning with government departments and statutory authorities etc.Reported Earnings • Feb 09Third quarter 2025 earnings released: EPS: ₹0.48 (vs ₹1.27 in 3Q 2024)Third quarter 2025 results: EPS: ₹0.48 (down from ₹1.27 in 3Q 2024). Revenue: ₹1.59b (down 2.1% from 3Q 2024). Net income: ₹14.4m (down 62% from 3Q 2024). Profit margin: 0.9% (down from 2.3% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.お知らせ • Jan 30Birla Cable Limited to Report Q3, 2025 Results on Feb 09, 2025Birla Cable Limited announced that they will report Q3, 2025 results at 12:08 PM, Indian Standard Time on Feb 09, 2025分析記事 • Jan 28Birla Cable Limited's (NSE:BIRLACABLE) Low P/S No Reason For ExcitementBirla Cable Limited's ( NSE:BIRLACABLE ) price-to-sales (or "P/S") ratio of 0.8x might make it look like a strong buy...お知らせ • Jan 16Birla Cable Limited Announces Resignation of Nitin Arora as Company Secretary, Effective January 18, 2025Birla Cable Limited informed that Mr. Nitin Arora has tendered his resignation from the post of Company Secretary and Compliance Officer (Key Managerial Personnel) of the Company due to personal reasons. The management has duly accepted his resignation on January 15, 2025 and he will be relieved from the services of the Company at the close of business hours on January 18, 2025. Copy of letter of resignation along with acceptance thereof are attached herewith.お知らせ • Nov 08Birla Cable Limited Announces Cessation of Archana Capoor as Non-Executive Independent Director, Effective from November 9, 2024Birla Cable Limited informed that Mrs. Archana Capoor (DIN: 01204170), Non-Executive Independent Director of the Company will be completing her tenure viz. second term of five (5) consecutive years on 9th November, 2024. Accordingly, she will cease to be a Director of the Company with effect from the close of business hours on 9th November, 2024. The Board of Directors and the Management of the Company placed on record its gratitude, sincere and deep appreciation for the valuable guidance and contributions made by Mrs. Archana Capoor during her long association as a Non-Executive Independent Director of the Company.Reported Earnings • Oct 25Second quarter 2025 earnings released: EPS: ₹0.61 (vs ₹1.68 in 2Q 2024)Second quarter 2025 results: EPS: ₹0.61 (down from ₹1.68 in 2Q 2024). Revenue: ₹1.83b (up 4.6% from 2Q 2024). Net income: ₹18.2m (down 64% from 2Q 2024). Profit margin: 1.0% (down from 2.9% in 2Q 2024). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 37% per year, which means it is well ahead of earnings.お知らせ • Oct 18Birla Cable Limited Appoints Mr. Ravindra Pratap Singh as Non- Executive Non-Independent DirectorBirla Cable Limited informed that Mr. Ravindra Pratap Singh (DIN: 00240910) who was appointed as an Additional Director with effect from August 9, 2024, has been appointed as a Non- Executive Non-Independent Director of the Company, liable to retire by rotation, by the Members of the Company by way of an Ordinary Resolution passed on October 17, 2024, through Postal Ballot including Remote e-Voting. Mr. Ravindra Pratap Singh, who was appointed as an Additional Director with effect from August 9, 2024, has been appointed as a Non-Executive Non-Independent Director of the Company, liable to retire by rotation, by the Members of the Company by way of an Ordinary Resolution passed on October 17, 2024, through Postal Ballot including Remote e-Voting. Mr. Ravindra Pratap Singh (Age: 65 Years), a Fellow Chartered Accountant is the Managing Partner of Lodha & Co, LLP, Kolkata. He has over 35 years of rich experience in rendering assurance services, financial planning assignments and providing income tax advice to diverse client base across a wide range of industries, which include some of the largest corporates in India, Management Assurance services, Corporate & Management Advisory services including corporate restructuring, mergers & demergers and valuations, Tax consultancy services, Audit & Assurance services.お知らせ • Oct 15Birla Cable Limited to Report Q2, 2025 Results on Oct 24, 2024Birla Cable Limited announced that they will report Q2, 2025 results on Oct 24, 2024New Risk • Aug 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.6% Last year net profit margin: 5.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.2x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.6% net profit margin). Market cap is less than US$100m (₹8.18b market cap, or US$97.5m).Reported Earnings • Aug 10First quarter 2025 earnings released: EPS: ₹0.05 (vs ₹3.90 in 1Q 2024)First quarter 2025 results: EPS: ₹0.05 (down from ₹3.90 in 1Q 2024). Revenue: ₹1.66b (down 4.4% from 1Q 2024). Net income: ₹1.44m (down 99% from 1Q 2024). Profit margin: 0.1% (down from 6.7% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 10Birla Cable Limited Appoints Ravindra Pratap Singh as Non-Executive Non-Independent DirectorBirla Cable Limited announced that at its board meeting held on 9 August 2024, appointed Mr. Ravindra Pratap Singh as an additional director designated as a non-executive non-independent director on the board of the company, liable to retire by rotation, with effect from 9 August 2024. Mr. Ravindra Pratap Singh (Age: 65 Years), a Fellow Chartered Accountant is the Managing Partner of Lodha & Co, LLP, Kolkata. He has over 35 years of rich experience in rendering assurance services, financial planning assignments and providing income tax advice to diverse client base across a wide range of industries, which include some of the largest corporates in India, Management Assurance services, Corporate & Management Advisory services including corporate restructuring, mergers & demergers and valuations, Tax consultancy services, Audit & Assurance services. Mr. Ravindra Pratap Singh is not related to any director of the company.お知らせ • Jul 30Birla Cable Limited to Report Q1, 2025 Results on Aug 09, 2024Birla Cable Limited announced that they will report Q1, 2025 results on Aug 09, 2024Upcoming Dividend • Jul 19Upcoming dividend of ₹1.75 per shareEligible shareholders must have bought the stock before 26 July 2024. Payment date: 31 August 2024. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.1%). Higher than average of industry peers (0.3%).Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹290, the stock trades at a trailing P/E ratio of 39.3x. Average trailing P/E is 44x in the Communications industry in India. Total returns to shareholders of 170% over the past three years.分析記事 • Jul 16Birla Cable's (NSE:BIRLACABLE) Shareholders Have More To Worry About Than Only Soft EarningsBirla Cable Limited's ( NSE:BIRLACABLE ) recent weak earnings report didn't cause a big stock movement. However, we...New Risk • Jul 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 44% 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 Interest payments are not well covered by earnings (2.5x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Market cap is less than US$100m (₹7.39b market cap, or US$88.5m).Reported Earnings • Jul 10Full year 2024 earnings released: EPS: ₹7.38 (vs ₹10.98 in FY 2023)Full year 2024 results: EPS: ₹7.38 (down from ₹10.98 in FY 2023). Revenue: ₹6.85b (down 14% from FY 2023). Net income: ₹221.4m (down 33% from FY 2023). Profit margin: 3.2% (down from 4.2% in FY 2023). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 09Birla Cable Limited, Annual General Meeting, Aug 02, 2024Birla Cable Limited, Annual General Meeting, Aug 02, 2024, at 11:30 Indian Standard Time. Location: udyog vihar, p.o. chorhata, rewa-486006 (m.p.), rewa IndiaValuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹255, the stock trades at a trailing P/E ratio of 34.6x. Average trailing P/E is 36x in the Communications industry in India. Total returns to shareholders of 191% over the past three years.お知らせ • May 12Birla Cable Limited Recommends Dividend for the Financial Year 2023-24Birla Cable Limited Recommended Dividend of INR 1.75 per share (i.e. 17.50 %) on 3,00,00,000 Equity Shares of face value of INR 10 each of the Company for the financial year 2023-24, subject To Approve the same by the Shareholders in the ensuing Thirty Second Annual General Meeting of the Company. Upon approval of shareholders, the dividend declared will be paid within thirty (30) days of declaration, subject to deduction of applicable Tax at Source as per the provisions of Income Tax Act, 1961 and rules made thereunder.Reported Earnings • May 12Full year 2024 earnings released: EPS: ₹7.38 (vs ₹10.98 in FY 2023)Full year 2024 results: EPS: ₹7.38 (down from ₹10.98 in FY 2023). Revenue: ₹7.00b (down 12% from FY 2023). Net income: ₹221.4m (down 33% from FY 2023). Profit margin: 3.2% (down from 4.2% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 05Birla Cable Limited to Report Q4, 2024 Results on May 10, 2024Birla Cable Limited announced that they will report Q4, 2024 results on May 10, 2024New Risk • Apr 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.5% 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: Major Risk Debt is not well covered by operating cash flow (10% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.5% average weekly change). Market cap is less than US$100m (₹7.47b market cap, or US$89.6m).お知らせ • Mar 22Birla Cable Limited Approves Board AppointmentsBirla Cable Limited informed that the Members of the Company by way of Special Resolutions passed through Postal Ballot including Remote e-Voting on March 21, 2024 have approved the appointment of Shri Pandanda Kariappa Madappa (DIN: 00058822) and Smt. Kiran Aggarwal (DIN: 06991807) as the Non-Executive Independent Directors of the Company, not liable to retire by rotation, for a first term of five (5) consecutive years with effect from April 1, 2024 to March 31, 2029. Shri Pandanda Kariappa Madappa holds a Bachelor's Degree in Commerce from St. Xaviers College, Kolkata and a Master's degree from William E. Simon Graduate School of Business, University of Rochester, USA. He is a qualified Chartered Accountant and has served in diverse fields at senior positions in various corporates in India. He is presently serving as the Managing Director of Macmet Engineering Limited, India's most successful Pipe Conveyor and Cross-Country Conveyor system supplier. He is a promoter of various Companies including ETA Aerospace which is a precision component manufacturer for the Aerospace and Defence industries, Macmet Technologies Limited which was India's most successful Defence Simulator company, having supplied simulators to Indian Air Force, Army and Navy and Macmet Interactive Technologies Pvt. Ltd. which was the first Indian company to develop Set Top Boxes and Addressable Devices. Smt. Kiran Aggarwal joined the Indian Administrative Service in 1964 and retired in 2002. During her tenure, she held significant posts as Principal Adviser, Planning Commission, Secretary to Govt. of India in the Ministries of Supply, Housing, Urban Development and Women and Child Development. As Additional Secretary in the Government of India, she worked in the Department of Administrative Reforms, Public Grievances and Training. In the State of Haryana, she held key posts in the Departments of Education, Tourism, Cultural. Affairs etc. Post retirement, she has served on some committees set up by the Government of India. These inter-alia were Training programmes for IAS probationers, Working of the AICTE, Committee to look into why government doctors were opting for private sector jobs, Trustee on the Victoria Memorial Hall Trust etc. Presently she is heading a Committee for Monitoring the Provision of Shelter for the Urban Homeless in Chandigarh. She is also on the Governing Body of the Janki Devi Memorial College, which is affiliated to the Delhi University. She is also heading an NGO working in Haryana and Delhi.分析記事 • Mar 14It's Down 27% But Birla Cable Limited (NSE:BIRLACABLE) Could Be Riskier Than It LooksThe Birla Cable Limited ( NSE:BIRLACABLE ) share price has fared very poorly over the last month, falling by a...Valuation Update With 7 Day Price Move • Mar 13Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₹220, the stock trades at a trailing P/E ratio of 19.8x. Average trailing P/E is 41x in the Communications industry in India. Total returns to shareholders of 242% over the past three years.分析記事 • Mar 12Does Birla Cable (NSE:BIRLACABLE) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Feb 03Third quarter 2024 earnings released: EPS: ₹1.27 (vs ₹2.73 in 3Q 2023)Third quarter 2024 results: EPS: ₹1.27 (down from ₹2.73 in 3Q 2023). Revenue: ₹1.63b (down 19% from 3Q 2023). Net income: ₹38.0m (down 54% from 3Q 2023). Profit margin: 2.3% (down from 4.1% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has increased by 67% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 20Birla Cable Limited to Report Q3, 2024 Results on Feb 02, 2024Birla Cable Limited announced that they will report Q3, 2024 results on Feb 02, 2024New Risk • Nov 03New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₹8.33b (US$100.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (13% average weekly change). Earnings have declined by 5.0% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (₹8.33b market cap, or US$100.0m).お知らせ • Oct 19Birla Cable Limited to Report Q2, 2024 Results on Nov 01, 2023Birla Cable Limited announced that they will report Q2, 2024 results on Nov 01, 2023お知らせ • Sep 13+ 1 more updateBirla Cable Limited Not Approves Appointment of Shyamal Kanti Chakrabarti as Non-Executive Non-Independent DirectorBirla Cable Limited announced at annual general meeting held on September 11, 2023, the shareholders not approved appointment of Mr. Shyamal Kanti Chakrabarti as a Non-Executive Non-Independent Director of the company pursuant to notice received from a member under Section 160 of the Companies Act, 2013.分析記事 • Sep 09Here's Why Birla Cable (NSE:BIRLACABLE) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Upcoming Dividend • Aug 28Upcoming dividend of ₹2.50 per share at 0.8% yieldEligible shareholders must have bought the stock before 04 September 2023. Payment date: 11 October 2023. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (0.5%).Valuation Update With 7 Day Price Move • Aug 24Investor sentiment improves as stock rises 29%After last week's 29% share price gain to ₹297, the stock trades at a trailing P/E ratio of 21.4x. Average trailing P/E is 25x in the Communications industry in India. Total returns to shareholders of 394% over the past three years.分析記事 • Aug 19Birla Cable (NSE:BIRLACABLE) Is Increasing Its Dividend To ₹2.50Birla Cable Limited ( NSE:BIRLACABLE ) will increase its dividend from last year's comparable payment on the 11th of...お知らせ • Aug 18Birla Cable Limited, Annual General Meeting, Sep 11, 2023Birla Cable Limited, Annual General Meeting, Sep 11, 2023, at 16:30 Indian Standard Time. Location: Registered Office of he Company at Udyog Vihar P.O. Chorhata, Rewa-486 006 (M.P.) Rewa India Agenda: To receive, consider and adopt the audited Financial Statements of the Company for the financial year ended March 31, 2023 and the Reports of the Board of Directors and Auditors thereon; to consider the audited Consolidated Financial Statements of the Company for the financial year ended March 31, 2023 and the Reports of Auditors thereon; to declare dividend on equity shares for the financial year ended March 31, 2023; to appoint a Director in place of Shri H. V. Lodha, who retires by rotation at this Annual General Meeting and being eligible, offers himself for re-appointment; and to consider other matters.Reported Earnings • Aug 11First quarter 2024 earnings released: EPS: ₹3.90 (vs ₹0.96 in 1Q 2023)First quarter 2024 results: EPS: ₹3.90 (up from ₹0.96 in 1Q 2023). Revenue: ₹1.84b (up 24% from 1Q 2023). Net income: ₹117.1m (up 307% from 1Q 2023). Profit margin: 6.4% (up from 1.9% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 64% per year, which means it is significantly lagging earnings growth.New Risk • Aug 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 9.3% per year over the past 5 years. High level of non-cash earnings (22% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.6% average weekly change). Market cap is less than US$100m (₹6.76b market cap, or US$81.7m).Valuation Update With 7 Day Price Move • Aug 07Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹225, the stock trades at a trailing P/E ratio of 20.5x. Average trailing P/E is 31x in the Communications industry in India. Total returns to shareholders of 310% over the past three years.お知らせ • Aug 01Birla Cable Limited to Report Q1, 2024 Results on Aug 10, 2023Birla Cable Limited announced that they will report Q1, 2024 results on Aug 10, 2023分析記事 • Jul 25Birla Cable (NSE:BIRLACABLE) Has More To Do To Multiply In Value Going ForwardIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...分析記事 • May 24Birla Cable (NSE:BIRLACABLE) Seems To Use Debt Quite SensiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹179, the stock trades at a trailing P/E ratio of 16.3x. Average trailing P/E is 30x in the Communications industry in India. Total returns to shareholders of 398% over the past three years.お知らせ • May 04Birla Cable Limited Recommends Dividend for the Financial Year 2022-23Birla Cable Limited at its board meeting held on May 02, 2022, recommended Dividend of INR 2.50 per share on 3,00,00,000 Equity Shares of face value of INR 10 each of the Company for the financial year 2022-23, subject To Approve the same by the Shareholders in the ensuing Thirty First Annual General Meeting of the Company. Upon approval of shareholders, the dividend declared will be paid within 30 days of declaration, subject to deduction of applicable Tax at Source as per the provisions of Income Tax Act, 1961 and rules made there under.Reported Earnings • May 03Full year 2023 earnings released: EPS: ₹10.90 (vs ₹7.25 in FY 2022)Full year 2023 results: EPS: ₹10.90 (up from ₹7.25 in FY 2022). Revenue: ₹7.97b (up 49% from FY 2022). Net income: ₹329.4m (up 52% from FY 2022). Profit margin: 4.1% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 54% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: ₹2.73 (vs ₹1.50 in 3Q 2022)Third quarter 2023 results: EPS: ₹2.73 (up from ₹1.50 in 3Q 2022). Revenue: ₹2.00b (up 40% from 3Q 2022). Net income: ₹82.0m (up 83% from 3Q 2022). Profit margin: 4.1% (up from 3.1% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 02Birla Cable Limited Announces Resignation of Shalendra Kumar Thakur as Chief Financial OfficerBirla Cable Limited announced that Shri Shalendra Kumar Thakur, Chief Financial Officer (CFO) of the Company has resigned from the services of the Company with effect from the close of the business hours on 31 January, 2023 due to personal reasons. Shri Shalendra Kumar Thakur will also cease to be a Key Managerial Personnel (KMP) under the provisions of Section 203 and other applicable provisions, if any, of the Companies Act, 2013 and Regulation 30(5) of the Listing Regulations for determining the materiality of any event or transaction for making the required disclosures to the Stock Exchange with effect from close of business hours of 31 January, 2023.お知らせ • Feb 01Birla Cable Limited to Report Q3, 2023 Results on Feb 09, 2023Birla Cable Limited announced that they will report Q3, 2023 results on Feb 09, 2023Valuation Update With 7 Day Price Move • Dec 23Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₹122, the stock trades at a trailing P/E ratio of 13.5x. Average trailing P/E is 27x in the Communications industry in India. Total returns to shareholders of 118% over the past three years.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. Independent Non-Executive Director Archana Capoor was the last director to join the board, commencing their role in 2014. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.分析記事 • Nov 08Birla Cable's (NSE:BIRLACABLE) Promising Earnings May Rest On Soft FoundationsDespite posting some strong earnings, the market for Birla Cable Limited's ( NSE:BIRLACABLE ) stock hasn't moved much...Reported Earnings • Nov 01Second quarter 2023 earnings released: EPS: ₹3.04 (vs ₹1.22 in 2Q 2022)Second quarter 2023 results: EPS: ₹3.04 (up from ₹1.22 in 2Q 2022). Revenue: ₹2.01b (up 46% from 2Q 2022). Net income: ₹91.3m (up 150% from 2Q 2022). Profit margin: 4.5% (up from 2.7% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.分析記事 • Oct 08Birla Cable's (NSE:BIRLACABLE) Returns On Capital Are Heading HigherIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Board Change • Sep 25Insufficient 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. Independent Non-Executive Director Archana Capoor was the last director to join the board, commencing their role in 2014. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Sep 08Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 15 September 2022. Payment date: 23 October 2022. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Indian dividend payers (1.6%). Higher than average of industry peers (0.4%).Valuation Update With 7 Day Price Move • Sep 05Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₹144, the stock trades at a trailing P/E ratio of 20x. Average trailing P/E is 21x in the Communications industry in India. Total returns to shareholders of 199% over the past three years.分析記事 • Sep 02Birla Cable (NSE:BIRLACABLE) Will Pay A Larger Dividend Than Last Year At ₹1.50Birla Cable Limited ( NSE:BIRLACABLE ) will increase its dividend from last year's comparable payment on the 23rd of...Reported Earnings • Aug 13First quarter 2023 earnings released: EPS: ₹0.96 (vs ₹1.00 in 1Q 2022)First quarter 2023 results: EPS: ₹0.96 (down from ₹1.00 in 1Q 2022). Revenue: ₹1.48b (up 60% from 1Q 2022). Net income: ₹28.8m (down 4.2% from 1Q 2022). Profit margin: 1.9% (down from 3.2% 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 3% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jul 19Birla Cable (NSE:BIRLACABLE) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Jun 17Birla Cable (NSE:BIRLACABLE) Might Have The Makings Of A Multi-BaggerIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...Reported Earnings • May 27Full year 2022 earnings released: EPS: ₹7.25 (vs ₹2.73 in FY 2021)Full year 2022 results: EPS: ₹7.25 (up from ₹2.73 in FY 2021). Revenue: ₹5.35b (up 63% from FY 2021). Net income: ₹217.4m (up 165% from FY 2021). Profit margin: 4.1% (up from 2.5% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Reported Earnings • Feb 13Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹1.50 (up from ₹0.097 in 3Q 2021). Revenue: ₹1.43b (up 68% from 3Q 2021). Net income: ₹44.9m (up ₹42.0m from 3Q 2021). Profit margin: 3.1% (up from 0.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.分析記事 • Feb 08Does Birla Cable (NSE:BIRLACABLE) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...分析記事 • Dec 27Birla Cable (NSE:BIRLACABLE) Hasn't Managed To Accelerate Its ReturnsThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...Valuation Update With 7 Day Price Move • Dec 27Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₹98.35, the stock trades at a trailing P/E ratio of 22.2x. Average trailing P/E is 26x in the Communications industry in India. Total loss to shareholders of 48% over the past three years.株主還元BIRLACABLEIN CommunicationsIN 市場7D21.5%12.8%0.4%1Y6.6%28.9%-0.6%株主還元を見る業界別リターン: BIRLACABLE過去 1 年間で28.9 % 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: BIRLACABLE過去 1 年間で-0.6 % の収益を上げたIndian市場を上回りました。価格変動Is BIRLACABLE's price volatile compared to industry and market?BIRLACABLE volatilityBIRLACABLE Average Weekly Movement10.0%Communications Industry Average Movement8.5%Market Average Movement7.2%10% most volatile stocks in IN Market10.3%10% least volatile stocks in IN Market4.8%安定した株価: BIRLACABLE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: BIRLACABLEの weekly volatility ( 10% ) は過去 1 年間安定していますが、依然としてIndianの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1992302n/awww.birlacable.comビルラ・ケーブル・リミテッドはインド国内外でケーブルの製造・販売を行っている。光ファイバーケーブル、銅線通信ケーブル、銅線構造ケーブル、特殊ケーブルのほか、パッチコード、キーストーン、パッチパネル、フェースプレート、コネクターなどの関連アクセサリーを提供している。同社は以前はビルラ・エリクソン・オプティカル・リミテッドとして知られていたが、2016年9月にビルラ・ケーブル・リミテッドに社名を変更した。ビルラ・ケーブル・リミテッドは1992年に設立され、インドのレワに本社を置いている。もっと見るBirla Cable Limited 基礎のまとめBirla Cable の収益と売上を時価総額と比較するとどうか。BIRLACABLE 基礎統計学時価総額₹5.82b収益（TTM）₹169.03m売上高(TTM)₹7.71b34.4xPER（株価収益率0.8xP/SレシオBIRLACABLE 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BIRLACABLE 損益計算書（TTM）収益₹7.71b売上原価₹6.26b売上総利益₹1.45bその他の費用₹1.28b収益₹169.03m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）5.63グロス・マージン18.80%純利益率2.19%有利子負債／自己資本比率46.7%BIRLACABLE 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0.6%現在の配当利回り22%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2026/05/31 05:51終値2026/05/29 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Birla Cable 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。2 アナリスト機関Anil BurraFirstCall ResearchNaveed MD.FirstCall Research
New Risk • May 28New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.5x net interest cover). Earnings have declined by 12% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (10% average weekly change). Market cap is less than US$100m (₹5.54b market cap, or US$57.6m).
Reported Earnings • May 23Full year 2026 earnings released: EPS: ₹5.63 (vs ₹1.63 in FY 2025)Full year 2026 results: EPS: ₹5.63 (up from ₹1.63 in FY 2025). Revenue: ₹7.75b (up 17% from FY 2025). Net income: ₹169.0m (up 246% from FY 2025). Profit margin: 2.2% (up from 0.7% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.
お知らせ • May 11Birla Cable Limited to Report Q4, 2026 Results on May 22, 2026Birla Cable Limited announced that they will report Q4, 2026 results on May 22, 2026
Buy Or Sell Opportunity • May 11Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to ₹181. The fair value is estimated to be ₹146, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.3% over the last 3 years. Earnings per share has declined by 69%.
Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 25%After last week's 25% share price gain to ₹146, the stock trades at a trailing P/E ratio of 57.9x. Average trailing P/E is 52x in the Communications industry in India. Total returns to shareholders of 14% over the past three years.
New Risk • Mar 23New 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 7.9% 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: Major Risks Interest payments are not well covered by earnings (2.6x net interest cover). Earnings have declined by 7.7% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Market cap is less than US$100m (₹3.46b market cap, or US$37.0m).
New Risk • May 28New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.5x net interest cover). Earnings have declined by 12% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (10% average weekly change). Market cap is less than US$100m (₹5.54b market cap, or US$57.6m).
Reported Earnings • May 23Full year 2026 earnings released: EPS: ₹5.63 (vs ₹1.63 in FY 2025)Full year 2026 results: EPS: ₹5.63 (up from ₹1.63 in FY 2025). Revenue: ₹7.75b (up 17% from FY 2025). Net income: ₹169.0m (up 246% from FY 2025). Profit margin: 2.2% (up from 0.7% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.
お知らせ • May 11Birla Cable Limited to Report Q4, 2026 Results on May 22, 2026Birla Cable Limited announced that they will report Q4, 2026 results on May 22, 2026
Buy Or Sell Opportunity • May 11Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to ₹181. The fair value is estimated to be ₹146, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.3% over the last 3 years. Earnings per share has declined by 69%.
Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 25%After last week's 25% share price gain to ₹146, the stock trades at a trailing P/E ratio of 57.9x. Average trailing P/E is 52x in the Communications industry in India. Total returns to shareholders of 14% over the past three years.
New Risk • Mar 23New 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 7.9% 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: Major Risks Interest payments are not well covered by earnings (2.6x net interest cover). Earnings have declined by 7.7% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Market cap is less than US$100m (₹3.46b market cap, or US$37.0m).
Buy Or Sell Opportunity • Mar 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.9% to ₹130. The fair value is estimated to be ₹165, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.3% over the last 3 years. Earnings per share has declined by 69%.
分析記事 • Feb 10Returns On Capital Are Showing Encouraging Signs At Birla Cable (NSE:BIRLACABLE)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹155, the stock trades at a trailing P/E ratio of 61.2x. Average trailing P/E is 33x in the Communications industry in India. Total returns to shareholders of 14% over the past three years.
New Risk • Jan 31New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.6x net interest cover). Earnings have declined by 7.7% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₹4.07b market cap, or US$44.3m).
New Risk • Jan 30New major risk - Revenue and earnings growthEarnings have declined by 7.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 7.7% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₹4.08b market cap, or US$44.4m).
Reported Earnings • Jan 30Third quarter 2026 earnings released: EPS: ₹1.34 (vs ₹0.48 in 3Q 2025)Third quarter 2026 results: EPS: ₹1.34 (up from ₹0.48 in 3Q 2025). Revenue: ₹2.05b (up 30% from 3Q 2025). Net income: ₹40.2m (up 179% from 3Q 2025). Profit margin: 2.0% (up from 0.9% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 20+ 1 more updateBirla Cable Limited Announces Cessation of Shri R. Sridharan as Key Managerial Personnel, Effective January 19, 2026Birla Cable Limited announced that Shri R. Sridharan ceased to be a Key Managerial Personnel (KMP) in terms of Section 203 of the Companies Act, 2013 and Regulation 30(5) of the Listing Regulations for determining the materiality of any event or transaction for making the required disclosures to the Stock Exchanges with effect from the close of business hours on 19 January, 2026.
お知らせ • Jan 15Birla Cable Limited to Report Q3, 2026 Results on Jan 29, 2026Birla Cable Limited announced that they will report Q3, 2026 results on Jan 29, 2026
Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: ₹0.24 (vs ₹0.61 in 2Q 2025)Second quarter 2026 results: EPS: ₹0.24 (down from ₹0.61 in 2Q 2025). Revenue: ₹1.76b (down 2.9% from 2Q 2025). Net income: ₹7.13m (down 61% from 2Q 2025). Profit margin: 0.4% (down from 1.0% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Oct 17Birla Cable Limited to Report Q2, 2026 Results on Oct 30, 2025Birla Cable Limited announced that they will report Q2, 2026 results on Oct 30, 2025
お知らせ • Aug 19Birla Cable Limited, Annual General Meeting, Sep 12, 2025Birla Cable Limited, Annual General Meeting, Sep 12, 2025, at 10:00 Indian Standard Time. Location: udyog vihar, p.o. chorhata, rewa-486006 (m.p.), rewa India
Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: ₹0.45 (vs ₹0.05 in 1Q 2025)First quarter 2026 results: EPS: ₹0.45 (up from ₹0.05 in 1Q 2025). Revenue: ₹1.77b (up 6.7% from 1Q 2025). Net income: ₹13.6m (up ₹12.2m from 1Q 2025). Profit margin: 0.8% (up from 0.1% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
お知らせ • Jul 25Birla Cable Limited to Report Q1, 2026 Results on Aug 07, 2025Birla Cable Limited announced that they will report Q1, 2026 results on Aug 07, 2025
分析記事 • Jun 18Birla Cable (NSE:BIRLACABLE) Has A Somewhat Strained Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
New Risk • May 23New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 9.8% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.8% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (0.7% net profit margin). Market cap is less than US$100m (₹5.75b market cap, or US$67.4m).
Reported Earnings • May 22Full year 2025 earnings released: EPS: ₹1.63 (vs ₹7.38 in FY 2024)Full year 2025 results: EPS: ₹1.63 (down from ₹7.38 in FY 2024). Revenue: ₹6.65b (down 3.0% from FY 2024). Net income: ₹48.9m (down 78% from FY 2024). Profit margin: 0.7% (down from 3.2% in FY 2024). 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 12% per year, which means it is well ahead of earnings.
分析記事 • May 16Birla Cable Limited's (NSE:BIRLACABLE) Share Price Is Matching Sentiment Around Its RevenuesWith a price-to-sales (or "P/S") ratio of 0.7x Birla Cable Limited ( NSE:BIRLACABLE ) may be sending very bullish...
お知らせ • May 13Birla Cable Limited to Report Q4, 2025 Results on May 21, 2025Birla Cable Limited announced that they will report Q4, 2025 results on May 21, 2025
New Risk • Apr 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 9.4% 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: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.4% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin). Market cap is less than US$100m (₹4.75b market cap, or US$55.4m).
お知らせ • Mar 28Vindhya Telelinks Limited (NSEI:VINDHYATEL) completed the acquisition of an additional 11% stake in Birla Visabeira Private Limited from Birla Cable Limited for INR 3.1 million.Vindhya Telelinks Limited (NSEI:VINDHYATEL) agreed to acquire an additional 11% stake in Birla Visabeira Private Limited from Birla Cable Limited (NSEI:BIRLACABLE) for INR3.1 million on October 25, 2024. A cash consideration of INR 3.07 million will be paid by Vindhya Telelinks Limited. As part of consideration, INR 3.07 million is paid towards common equity of Birla Visabeira Private Limited. Upon completion, Vindhya Telelinks Limited will own 51% stake in Birla Visabeira Private Limited. For the period ending March 31, 2024, Birla Visabeira Private Limited reported total revenue of INR 184.53 million. The transaction is subject to approval of offer by acquirer board. The deal has been approved by the board. Vindhya Telelinks Limited (NSEI:VINDHYATEL) completed the acquisition of an additional 11% stake in Birla Visabeira Private Limited from Birla Cable Limited (NSEI:BIRLACABLE) on March 27, 2025.
お知らせ • Mar 21Birla Cable Limited Announces Board ChangesBirla Cable Limited at its meeting held on March 21, 2025, announced the appointment of Ms. Suman holding ICSI Membership No. A-52842 as the Company Secretary and Compliance Officer, a Whole-Time Key Managerial Personnel (KMP) of the Company with effect from 21st March, 2025. Consequently, Mr. Somesh Laddha ceased to be the Compliance Officer of the Company in interim capacity with immediate effect. Ms. Suman is a qualified law graduate and an Associate Member of the Institute of Company Secretaries of India holding Membership No. A- 52842. She is having more than 7 years of post- qualification experience in core areas of Corporate Secretarial functions and Compliance management.
Buy Or Sell Opportunity • Mar 21Now 21% overvaluedOver the last 90 days, the stock has fallen 32% to ₹146. The fair value is estimated to be ₹120, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has declined by 18%.
分析記事 • Mar 14Returns On Capital At Birla Cable (NSE:BIRLACABLE) Have Hit The BrakesFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Buy Or Sell Opportunity • Feb 11Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to ₹173. The fair value is estimated to be ₹222, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has declined by 18%.
お知らせ • Feb 10Birla Cable Limited Appoints Somesh Laddha as Interim Compliance OfficerBirla Cable Limited announced that the Board of Directors of the Company at its meeting held on 9th February, 2025, approved the Appointment of Shri Somesh Laddha, Chief Financial Officer (CFO), a Whole-Time Key Managerial Personnel holding ICS! Membership No. A26449 as the Compliance Officer of the Company in interim capacity, effective 9th February, 2025. Shri Somesh Laddha, Chief Financial Officer (CFO), a Whole-Time Key Managerial Personnel of the Company is a qualified Chartered Accountant and Company Secretary with over eighteen years of post-qualification experience in managing finance & accounts, statutory audits, secretarial and corporate affairs, and liaisoning with government departments and statutory authorities etc.
Reported Earnings • Feb 09Third quarter 2025 earnings released: EPS: ₹0.48 (vs ₹1.27 in 3Q 2024)Third quarter 2025 results: EPS: ₹0.48 (down from ₹1.27 in 3Q 2024). Revenue: ₹1.59b (down 2.1% from 3Q 2024). Net income: ₹14.4m (down 62% from 3Q 2024). Profit margin: 0.9% (down from 2.3% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
お知らせ • Jan 30Birla Cable Limited to Report Q3, 2025 Results on Feb 09, 2025Birla Cable Limited announced that they will report Q3, 2025 results at 12:08 PM, Indian Standard Time on Feb 09, 2025
分析記事 • Jan 28Birla Cable Limited's (NSE:BIRLACABLE) Low P/S No Reason For ExcitementBirla Cable Limited's ( NSE:BIRLACABLE ) price-to-sales (or "P/S") ratio of 0.8x might make it look like a strong buy...
お知らせ • Jan 16Birla Cable Limited Announces Resignation of Nitin Arora as Company Secretary, Effective January 18, 2025Birla Cable Limited informed that Mr. Nitin Arora has tendered his resignation from the post of Company Secretary and Compliance Officer (Key Managerial Personnel) of the Company due to personal reasons. The management has duly accepted his resignation on January 15, 2025 and he will be relieved from the services of the Company at the close of business hours on January 18, 2025. Copy of letter of resignation along with acceptance thereof are attached herewith.
お知らせ • Nov 08Birla Cable Limited Announces Cessation of Archana Capoor as Non-Executive Independent Director, Effective from November 9, 2024Birla Cable Limited informed that Mrs. Archana Capoor (DIN: 01204170), Non-Executive Independent Director of the Company will be completing her tenure viz. second term of five (5) consecutive years on 9th November, 2024. Accordingly, she will cease to be a Director of the Company with effect from the close of business hours on 9th November, 2024. The Board of Directors and the Management of the Company placed on record its gratitude, sincere and deep appreciation for the valuable guidance and contributions made by Mrs. Archana Capoor during her long association as a Non-Executive Independent Director of the Company.
Reported Earnings • Oct 25Second quarter 2025 earnings released: EPS: ₹0.61 (vs ₹1.68 in 2Q 2024)Second quarter 2025 results: EPS: ₹0.61 (down from ₹1.68 in 2Q 2024). Revenue: ₹1.83b (up 4.6% from 2Q 2024). Net income: ₹18.2m (down 64% from 2Q 2024). Profit margin: 1.0% (down from 2.9% in 2Q 2024). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 37% per year, which means it is well ahead of earnings.
お知らせ • Oct 18Birla Cable Limited Appoints Mr. Ravindra Pratap Singh as Non- Executive Non-Independent DirectorBirla Cable Limited informed that Mr. Ravindra Pratap Singh (DIN: 00240910) who was appointed as an Additional Director with effect from August 9, 2024, has been appointed as a Non- Executive Non-Independent Director of the Company, liable to retire by rotation, by the Members of the Company by way of an Ordinary Resolution passed on October 17, 2024, through Postal Ballot including Remote e-Voting. Mr. Ravindra Pratap Singh, who was appointed as an Additional Director with effect from August 9, 2024, has been appointed as a Non-Executive Non-Independent Director of the Company, liable to retire by rotation, by the Members of the Company by way of an Ordinary Resolution passed on October 17, 2024, through Postal Ballot including Remote e-Voting. Mr. Ravindra Pratap Singh (Age: 65 Years), a Fellow Chartered Accountant is the Managing Partner of Lodha & Co, LLP, Kolkata. He has over 35 years of rich experience in rendering assurance services, financial planning assignments and providing income tax advice to diverse client base across a wide range of industries, which include some of the largest corporates in India, Management Assurance services, Corporate & Management Advisory services including corporate restructuring, mergers & demergers and valuations, Tax consultancy services, Audit & Assurance services.
お知らせ • Oct 15Birla Cable Limited to Report Q2, 2025 Results on Oct 24, 2024Birla Cable Limited announced that they will report Q2, 2025 results on Oct 24, 2024
New Risk • Aug 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.6% Last year net profit margin: 5.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.2x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.6% net profit margin). Market cap is less than US$100m (₹8.18b market cap, or US$97.5m).
Reported Earnings • Aug 10First quarter 2025 earnings released: EPS: ₹0.05 (vs ₹3.90 in 1Q 2024)First quarter 2025 results: EPS: ₹0.05 (down from ₹3.90 in 1Q 2024). Revenue: ₹1.66b (down 4.4% from 1Q 2024). Net income: ₹1.44m (down 99% from 1Q 2024). Profit margin: 0.1% (down from 6.7% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 10Birla Cable Limited Appoints Ravindra Pratap Singh as Non-Executive Non-Independent DirectorBirla Cable Limited announced that at its board meeting held on 9 August 2024, appointed Mr. Ravindra Pratap Singh as an additional director designated as a non-executive non-independent director on the board of the company, liable to retire by rotation, with effect from 9 August 2024. Mr. Ravindra Pratap Singh (Age: 65 Years), a Fellow Chartered Accountant is the Managing Partner of Lodha & Co, LLP, Kolkata. He has over 35 years of rich experience in rendering assurance services, financial planning assignments and providing income tax advice to diverse client base across a wide range of industries, which include some of the largest corporates in India, Management Assurance services, Corporate & Management Advisory services including corporate restructuring, mergers & demergers and valuations, Tax consultancy services, Audit & Assurance services. Mr. Ravindra Pratap Singh is not related to any director of the company.
お知らせ • Jul 30Birla Cable Limited to Report Q1, 2025 Results on Aug 09, 2024Birla Cable Limited announced that they will report Q1, 2025 results on Aug 09, 2024
Upcoming Dividend • Jul 19Upcoming dividend of ₹1.75 per shareEligible shareholders must have bought the stock before 26 July 2024. Payment date: 31 August 2024. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.1%). Higher than average of industry peers (0.3%).
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹290, the stock trades at a trailing P/E ratio of 39.3x. Average trailing P/E is 44x in the Communications industry in India. Total returns to shareholders of 170% over the past three years.
分析記事 • Jul 16Birla Cable's (NSE:BIRLACABLE) Shareholders Have More To Worry About Than Only Soft EarningsBirla Cable Limited's ( NSE:BIRLACABLE ) recent weak earnings report didn't cause a big stock movement. However, we...
New Risk • Jul 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 44% 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 Interest payments are not well covered by earnings (2.5x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Market cap is less than US$100m (₹7.39b market cap, or US$88.5m).
Reported Earnings • Jul 10Full year 2024 earnings released: EPS: ₹7.38 (vs ₹10.98 in FY 2023)Full year 2024 results: EPS: ₹7.38 (down from ₹10.98 in FY 2023). Revenue: ₹6.85b (down 14% from FY 2023). Net income: ₹221.4m (down 33% from FY 2023). Profit margin: 3.2% (down from 4.2% in FY 2023). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 09Birla Cable Limited, Annual General Meeting, Aug 02, 2024Birla Cable Limited, Annual General Meeting, Aug 02, 2024, at 11:30 Indian Standard Time. Location: udyog vihar, p.o. chorhata, rewa-486006 (m.p.), rewa India
Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹255, the stock trades at a trailing P/E ratio of 34.6x. Average trailing P/E is 36x in the Communications industry in India. Total returns to shareholders of 191% over the past three years.
お知らせ • May 12Birla Cable Limited Recommends Dividend for the Financial Year 2023-24Birla Cable Limited Recommended Dividend of INR 1.75 per share (i.e. 17.50 %) on 3,00,00,000 Equity Shares of face value of INR 10 each of the Company for the financial year 2023-24, subject To Approve the same by the Shareholders in the ensuing Thirty Second Annual General Meeting of the Company. Upon approval of shareholders, the dividend declared will be paid within thirty (30) days of declaration, subject to deduction of applicable Tax at Source as per the provisions of Income Tax Act, 1961 and rules made thereunder.
Reported Earnings • May 12Full year 2024 earnings released: EPS: ₹7.38 (vs ₹10.98 in FY 2023)Full year 2024 results: EPS: ₹7.38 (down from ₹10.98 in FY 2023). Revenue: ₹7.00b (down 12% from FY 2023). Net income: ₹221.4m (down 33% from FY 2023). Profit margin: 3.2% (down from 4.2% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 05Birla Cable Limited to Report Q4, 2024 Results on May 10, 2024Birla Cable Limited announced that they will report Q4, 2024 results on May 10, 2024
New Risk • Apr 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.5% 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: Major Risk Debt is not well covered by operating cash flow (10% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.5% average weekly change). Market cap is less than US$100m (₹7.47b market cap, or US$89.6m).
お知らせ • Mar 22Birla Cable Limited Approves Board AppointmentsBirla Cable Limited informed that the Members of the Company by way of Special Resolutions passed through Postal Ballot including Remote e-Voting on March 21, 2024 have approved the appointment of Shri Pandanda Kariappa Madappa (DIN: 00058822) and Smt. Kiran Aggarwal (DIN: 06991807) as the Non-Executive Independent Directors of the Company, not liable to retire by rotation, for a first term of five (5) consecutive years with effect from April 1, 2024 to March 31, 2029. Shri Pandanda Kariappa Madappa holds a Bachelor's Degree in Commerce from St. Xaviers College, Kolkata and a Master's degree from William E. Simon Graduate School of Business, University of Rochester, USA. He is a qualified Chartered Accountant and has served in diverse fields at senior positions in various corporates in India. He is presently serving as the Managing Director of Macmet Engineering Limited, India's most successful Pipe Conveyor and Cross-Country Conveyor system supplier. He is a promoter of various Companies including ETA Aerospace which is a precision component manufacturer for the Aerospace and Defence industries, Macmet Technologies Limited which was India's most successful Defence Simulator company, having supplied simulators to Indian Air Force, Army and Navy and Macmet Interactive Technologies Pvt. Ltd. which was the first Indian company to develop Set Top Boxes and Addressable Devices. Smt. Kiran Aggarwal joined the Indian Administrative Service in 1964 and retired in 2002. During her tenure, she held significant posts as Principal Adviser, Planning Commission, Secretary to Govt. of India in the Ministries of Supply, Housing, Urban Development and Women and Child Development. As Additional Secretary in the Government of India, she worked in the Department of Administrative Reforms, Public Grievances and Training. In the State of Haryana, she held key posts in the Departments of Education, Tourism, Cultural. Affairs etc. Post retirement, she has served on some committees set up by the Government of India. These inter-alia were Training programmes for IAS probationers, Working of the AICTE, Committee to look into why government doctors were opting for private sector jobs, Trustee on the Victoria Memorial Hall Trust etc. Presently she is heading a Committee for Monitoring the Provision of Shelter for the Urban Homeless in Chandigarh. She is also on the Governing Body of the Janki Devi Memorial College, which is affiliated to the Delhi University. She is also heading an NGO working in Haryana and Delhi.
分析記事 • Mar 14It's Down 27% But Birla Cable Limited (NSE:BIRLACABLE) Could Be Riskier Than It LooksThe Birla Cable Limited ( NSE:BIRLACABLE ) share price has fared very poorly over the last month, falling by a...
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₹220, the stock trades at a trailing P/E ratio of 19.8x. Average trailing P/E is 41x in the Communications industry in India. Total returns to shareholders of 242% over the past three years.
分析記事 • Mar 12Does Birla Cable (NSE:BIRLACABLE) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Feb 03Third quarter 2024 earnings released: EPS: ₹1.27 (vs ₹2.73 in 3Q 2023)Third quarter 2024 results: EPS: ₹1.27 (down from ₹2.73 in 3Q 2023). Revenue: ₹1.63b (down 19% from 3Q 2023). Net income: ₹38.0m (down 54% from 3Q 2023). Profit margin: 2.3% (down from 4.1% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has increased by 67% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 20Birla Cable Limited to Report Q3, 2024 Results on Feb 02, 2024Birla Cable Limited announced that they will report Q3, 2024 results on Feb 02, 2024
New Risk • Nov 03New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₹8.33b (US$100.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (13% average weekly change). Earnings have declined by 5.0% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (₹8.33b market cap, or US$100.0m).
お知らせ • Oct 19Birla Cable Limited to Report Q2, 2024 Results on Nov 01, 2023Birla Cable Limited announced that they will report Q2, 2024 results on Nov 01, 2023
お知らせ • Sep 13+ 1 more updateBirla Cable Limited Not Approves Appointment of Shyamal Kanti Chakrabarti as Non-Executive Non-Independent DirectorBirla Cable Limited announced at annual general meeting held on September 11, 2023, the shareholders not approved appointment of Mr. Shyamal Kanti Chakrabarti as a Non-Executive Non-Independent Director of the company pursuant to notice received from a member under Section 160 of the Companies Act, 2013.
分析記事 • Sep 09Here's Why Birla Cable (NSE:BIRLACABLE) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Upcoming Dividend • Aug 28Upcoming dividend of ₹2.50 per share at 0.8% yieldEligible shareholders must have bought the stock before 04 September 2023. Payment date: 11 October 2023. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (0.5%).
Valuation Update With 7 Day Price Move • Aug 24Investor sentiment improves as stock rises 29%After last week's 29% share price gain to ₹297, the stock trades at a trailing P/E ratio of 21.4x. Average trailing P/E is 25x in the Communications industry in India. Total returns to shareholders of 394% over the past three years.
分析記事 • Aug 19Birla Cable (NSE:BIRLACABLE) Is Increasing Its Dividend To ₹2.50Birla Cable Limited ( NSE:BIRLACABLE ) will increase its dividend from last year's comparable payment on the 11th of...
お知らせ • Aug 18Birla Cable Limited, Annual General Meeting, Sep 11, 2023Birla Cable Limited, Annual General Meeting, Sep 11, 2023, at 16:30 Indian Standard Time. Location: Registered Office of he Company at Udyog Vihar P.O. Chorhata, Rewa-486 006 (M.P.) Rewa India Agenda: To receive, consider and adopt the audited Financial Statements of the Company for the financial year ended March 31, 2023 and the Reports of the Board of Directors and Auditors thereon; to consider the audited Consolidated Financial Statements of the Company for the financial year ended March 31, 2023 and the Reports of Auditors thereon; to declare dividend on equity shares for the financial year ended March 31, 2023; to appoint a Director in place of Shri H. V. Lodha, who retires by rotation at this Annual General Meeting and being eligible, offers himself for re-appointment; and to consider other matters.
Reported Earnings • Aug 11First quarter 2024 earnings released: EPS: ₹3.90 (vs ₹0.96 in 1Q 2023)First quarter 2024 results: EPS: ₹3.90 (up from ₹0.96 in 1Q 2023). Revenue: ₹1.84b (up 24% from 1Q 2023). Net income: ₹117.1m (up 307% from 1Q 2023). Profit margin: 6.4% (up from 1.9% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 64% per year, which means it is significantly lagging earnings growth.
New Risk • Aug 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 9.3% per year over the past 5 years. High level of non-cash earnings (22% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.6% average weekly change). Market cap is less than US$100m (₹6.76b market cap, or US$81.7m).
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹225, the stock trades at a trailing P/E ratio of 20.5x. Average trailing P/E is 31x in the Communications industry in India. Total returns to shareholders of 310% over the past three years.
お知らせ • Aug 01Birla Cable Limited to Report Q1, 2024 Results on Aug 10, 2023Birla Cable Limited announced that they will report Q1, 2024 results on Aug 10, 2023
分析記事 • Jul 25Birla Cable (NSE:BIRLACABLE) Has More To Do To Multiply In Value Going ForwardIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
分析記事 • May 24Birla Cable (NSE:BIRLACABLE) Seems To Use Debt Quite SensiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹179, the stock trades at a trailing P/E ratio of 16.3x. Average trailing P/E is 30x in the Communications industry in India. Total returns to shareholders of 398% over the past three years.
お知らせ • May 04Birla Cable Limited Recommends Dividend for the Financial Year 2022-23Birla Cable Limited at its board meeting held on May 02, 2022, recommended Dividend of INR 2.50 per share on 3,00,00,000 Equity Shares of face value of INR 10 each of the Company for the financial year 2022-23, subject To Approve the same by the Shareholders in the ensuing Thirty First Annual General Meeting of the Company. Upon approval of shareholders, the dividend declared will be paid within 30 days of declaration, subject to deduction of applicable Tax at Source as per the provisions of Income Tax Act, 1961 and rules made there under.
Reported Earnings • May 03Full year 2023 earnings released: EPS: ₹10.90 (vs ₹7.25 in FY 2022)Full year 2023 results: EPS: ₹10.90 (up from ₹7.25 in FY 2022). Revenue: ₹7.97b (up 49% from FY 2022). Net income: ₹329.4m (up 52% from FY 2022). Profit margin: 4.1% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 54% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: ₹2.73 (vs ₹1.50 in 3Q 2022)Third quarter 2023 results: EPS: ₹2.73 (up from ₹1.50 in 3Q 2022). Revenue: ₹2.00b (up 40% from 3Q 2022). Net income: ₹82.0m (up 83% from 3Q 2022). Profit margin: 4.1% (up from 3.1% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 02Birla Cable Limited Announces Resignation of Shalendra Kumar Thakur as Chief Financial OfficerBirla Cable Limited announced that Shri Shalendra Kumar Thakur, Chief Financial Officer (CFO) of the Company has resigned from the services of the Company with effect from the close of the business hours on 31 January, 2023 due to personal reasons. Shri Shalendra Kumar Thakur will also cease to be a Key Managerial Personnel (KMP) under the provisions of Section 203 and other applicable provisions, if any, of the Companies Act, 2013 and Regulation 30(5) of the Listing Regulations for determining the materiality of any event or transaction for making the required disclosures to the Stock Exchange with effect from close of business hours of 31 January, 2023.
お知らせ • Feb 01Birla Cable Limited to Report Q3, 2023 Results on Feb 09, 2023Birla Cable Limited announced that they will report Q3, 2023 results on Feb 09, 2023
Valuation Update With 7 Day Price Move • Dec 23Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₹122, the stock trades at a trailing P/E ratio of 13.5x. Average trailing P/E is 27x in the Communications industry in India. Total returns to shareholders of 118% over the past three years.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. Independent Non-Executive Director Archana Capoor was the last director to join the board, commencing their role in 2014. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Nov 08Birla Cable's (NSE:BIRLACABLE) Promising Earnings May Rest On Soft FoundationsDespite posting some strong earnings, the market for Birla Cable Limited's ( NSE:BIRLACABLE ) stock hasn't moved much...
Reported Earnings • Nov 01Second quarter 2023 earnings released: EPS: ₹3.04 (vs ₹1.22 in 2Q 2022)Second quarter 2023 results: EPS: ₹3.04 (up from ₹1.22 in 2Q 2022). Revenue: ₹2.01b (up 46% from 2Q 2022). Net income: ₹91.3m (up 150% from 2Q 2022). Profit margin: 4.5% (up from 2.7% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
分析記事 • Oct 08Birla Cable's (NSE:BIRLACABLE) Returns On Capital Are Heading HigherIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Board Change • Sep 25Insufficient 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. Independent Non-Executive Director Archana Capoor was the last director to join the board, commencing their role in 2014. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Sep 08Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 15 September 2022. Payment date: 23 October 2022. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Indian dividend payers (1.6%). Higher than average of industry peers (0.4%).
Valuation Update With 7 Day Price Move • Sep 05Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₹144, the stock trades at a trailing P/E ratio of 20x. Average trailing P/E is 21x in the Communications industry in India. Total returns to shareholders of 199% over the past three years.
分析記事 • Sep 02Birla Cable (NSE:BIRLACABLE) Will Pay A Larger Dividend Than Last Year At ₹1.50Birla Cable Limited ( NSE:BIRLACABLE ) will increase its dividend from last year's comparable payment on the 23rd of...
Reported Earnings • Aug 13First quarter 2023 earnings released: EPS: ₹0.96 (vs ₹1.00 in 1Q 2022)First quarter 2023 results: EPS: ₹0.96 (down from ₹1.00 in 1Q 2022). Revenue: ₹1.48b (up 60% from 1Q 2022). Net income: ₹28.8m (down 4.2% from 1Q 2022). Profit margin: 1.9% (down from 3.2% 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 3% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jul 19Birla Cable (NSE:BIRLACABLE) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Jun 17Birla Cable (NSE:BIRLACABLE) Might Have The Makings Of A Multi-BaggerIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
Reported Earnings • May 27Full year 2022 earnings released: EPS: ₹7.25 (vs ₹2.73 in FY 2021)Full year 2022 results: EPS: ₹7.25 (up from ₹2.73 in FY 2021). Revenue: ₹5.35b (up 63% from FY 2021). Net income: ₹217.4m (up 165% from FY 2021). Profit margin: 4.1% (up from 2.5% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Reported Earnings • Feb 13Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹1.50 (up from ₹0.097 in 3Q 2021). Revenue: ₹1.43b (up 68% from 3Q 2021). Net income: ₹44.9m (up ₹42.0m from 3Q 2021). Profit margin: 3.1% (up from 0.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.
分析記事 • Feb 08Does Birla Cable (NSE:BIRLACABLE) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 • Dec 27Birla Cable (NSE:BIRLACABLE) Hasn't Managed To Accelerate Its ReturnsThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
Valuation Update With 7 Day Price Move • Dec 27Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₹98.35, the stock trades at a trailing P/E ratio of 22.2x. Average trailing P/E is 26x in the Communications industry in India. Total loss to shareholders of 48% over the past three years.
