View ValuationNelco 将来の成長Future 基準チェック /06現在、 Nelcoの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Communications 収益成長45.9%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • Apr 21Full year 2026 earnings released: EPS: ₹1.46 (vs ₹4.18 in FY 2025)Full year 2026 results: EPS: ₹1.46 (down from ₹4.18 in FY 2025). Revenue: ₹3.11b (up 2.0% from FY 2025). Net income: ₹33.2m (down 65% from FY 2025). Profit margin: 1.1% (down from 3.1% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Apr 14Nelco Limited to Report Q4, 2026 Results on Apr 20, 2026Nelco Limited announced that they will report Q4, 2026 results on Apr 20, 2026分析記事 • Jan 21Does Nelco (NSE:NELCO) 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 • Jan 16Third quarter 2026 earnings releasedThird quarter 2026 results: Revenue: ₹788.8m (down 3.7% from 3Q 2025). Net loss: ₹11.9m (down 124% from profit in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Jan 09Nelco Limited to Report Q3, 2026 Results on Jan 15, 2026Nelco Limited announced that they will report Q3, 2026 results at 12:15 PM, Indian Standard Time on Jan 15, 2026Reported Earnings • Oct 19Second quarter 2026 earnings released: EPS: ₹0.71 (vs ₹1.80 in 2Q 2025)Second quarter 2026 results: EPS: ₹0.71 (down from ₹1.80 in 2Q 2025). Revenue: ₹756.1m (down 8.4% from 2Q 2025). Net income: ₹16.2m (down 61% from 2Q 2025). Profit margin: 2.1% (down from 5.0% in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Oct 13Nelco Limited to Report Q2, 2026 Results on Oct 17, 2025Nelco Limited announced that they will report Q2, 2026 results on Oct 17, 2025分析記事 • Sep 19Subdued Growth No Barrier To Nelco Limited's (NSE:NELCO) PriceWhen you see that almost half of the companies in the Communications industry in India have price-to-sales ratios (or...Reported Earnings • Jul 17First quarter 2026 earnings released: EPS: ₹0.79 (vs ₹2.00 in 1Q 2025)First quarter 2026 results: EPS: ₹0.79 (down from ₹2.00 in 1Q 2025). Revenue: ₹750.1m (up 1.3% from 1Q 2025). Net income: ₹18.0m (down 61% from 1Q 2025). Profit margin: 2.4% (down from 6.2% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.お知らせ • Jul 08Nelco Limited to Report Q1, 2026 Results on Jul 14, 2025Nelco Limited announced that they will report Q1, 2026 results at 12:15 PM, Indian Standard Time on Jul 14, 2025分析記事 • Jun 18Increases to Nelco Limited's (NSE:NELCO) CEO Compensation Might Cool off for nowKey Insights Nelco's Annual General Meeting to take place on 24th of June CEO Pradip Nath's total compensation includes...Reported Earnings • Jun 03Full year 2025 earnings released: EPS: ₹4.18 (vs ₹10.37 in FY 2024)Full year 2025 results: EPS: ₹4.18 (down from ₹10.37 in FY 2024). Revenue: ₹3.05b (down 4.8% from FY 2024). Net income: ₹95.3m (down 60% from FY 2024). Profit margin: 3.1% (down from 7.4% in FY 2024). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jun 02Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 09 June 2025. Payment date: 24 July 2025. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.1%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (0.3%).お知らせ • May 26Nelco Limited, Annual General Meeting, Jun 24, 2025Nelco Limited, Annual General Meeting, Jun 24, 2025, at 15:30 Indian Standard Time.Declared Dividend • May 16Dividend reduced to ₹1.00Dividend of ₹1.00 is 55% lower than last year. Ex-date: 9th June 2025 Payment date: 1st January 1970 Dividend yield will be 0.1%, which is lower than the industry average of 0.4%. Payout Ratios Payout ratio: 24%. Cash payout ratio: 74%.Reported Earnings • Apr 25Full year 2025 earnings released: EPS: ₹4.18 (vs ₹10.37 in FY 2024)Full year 2025 results: EPS: ₹4.18 (down from ₹10.37 in FY 2024). Revenue: ₹3.10b (down 3.2% from FY 2024). Net income: ₹95.3m (down 60% from FY 2024). Profit margin: 3.1% (down from 7.4% in FY 2024). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 7% per year.お知らせ • Apr 25Nelco Limited Proposes Final Dividend for the Financial Year Ended 31 March 2025Nelco Limited at its board meeting held on 24 April 2025, recommended a final dividend of INR 1 per share (10%) (face value of INR 10 each) for the financial year ended 31 March 2025 subject to the approval of the shareholders at the upcoming Annual General Meeting of the Company.分析記事 • Apr 17Nelco (NSE:NELCO) May Have Issues Allocating Its CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...お知らせ • Apr 16Nelco Limited to Report Q4, 2025 Results on Apr 24, 2025Nelco Limited announced that they will report Q4, 2025 results on Apr 24, 2025分析記事 • Mar 08We Think Nelco (NSE:NELCO) Can Stay On Top Of Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Feb 20Nelco Limited Approves Appointment of Vijay B Somaiya as Independent DirectorNelco Limited announced that by Postal Ballot approved appointment of Mr. Vijay B Somaiya as an Independent Director.分析記事 • Feb 03More Unpleasant Surprises Could Be In Store For Nelco Limited's (NSE:NELCO) Shares After Tumbling 26%Nelco Limited ( NSE:NELCO ) shares have retraced a considerable 26% in the last month, reversing a fair amount of their...Reported Earnings • Jan 16Third quarter 2025 earnings released: EPS: ₹2.17 (vs ₹2.69 in 3Q 2024)Third quarter 2025 results: EPS: ₹2.17 (down from ₹2.69 in 3Q 2024). Revenue: ₹822.4m (down 1.2% from 3Q 2024). Net income: ₹49.5m (down 20% from 3Q 2024). Profit margin: 6.0% (down from 7.4% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 9% per year.お知らせ • Jan 15+ 1 more updateNelco Limited to Report Q3, 2025 Results on Jan 15, 2025Nelco Limited announced that they will report Q3, 2025 results on Jan 15, 2025New Risk • Jan 09New 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 9.0% 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. This is currently the only risk that has been identified for the company.分析記事 • Dec 03Subdued Growth No Barrier To Nelco Limited (NSE:NELCO) With Shares Advancing 33%Nelco Limited ( NSE:NELCO ) shareholders are no doubt pleased to see that the share price has bounced 33% in the last...分析記事 • Oct 23Nelco (NSE:NELCO) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Oct 22Second quarter 2025 earnings released: EPS: ₹1.80 (vs ₹2.49 in 2Q 2024)Second quarter 2025 results: EPS: ₹1.80 (down from ₹2.49 in 2Q 2024). Revenue: ₹834.6m (up 8.9% from 2Q 2024). Net income: ₹41.0m (down 28% from 2Q 2024). Profit margin: 4.9% (down from 7.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 15Nelco Limited to Report Q2, 2025 Results on Oct 21, 2024Nelco Limited announced that they will report Q2, 2025 results on Oct 21, 2024分析記事 • Sep 21Many Would Be Envious Of Nelco's (NSE:NELCO) Excellent Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Aug 22Nelco Limited's (NSE:NELCO) 44% Share Price Surge Not Quite Adding UpNelco Limited ( NSE:NELCO ) shares have continued their recent momentum with a 44% gain in the last month alone...New Risk • Aug 21New 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 8.3% 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. This is currently the only risk that has been identified for the company.Reported Earnings • Jul 12First quarter 2025 earnings released: EPS: ₹1.81 (vs ₹2.51 in 1Q 2024)First quarter 2025 results: EPS: ₹1.81 (down from ₹2.51 in 1Q 2024). Revenue: ₹741.9m (down 5.9% from 1Q 2024). Net income: ₹45.6m (down 20% from 1Q 2024). Profit margin: 6.1% (down from 7.3% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jul 05Revenues Not Telling The Story For Nelco Limited (NSE:NELCO) After Shares Rise 27%Nelco Limited ( NSE:NELCO ) shareholders would be excited to see that the share price has had a great month, posting a...お知らせ • Jul 04Nelco Limited to Report Q1, 2025 Results on Jul 11, 2024Nelco Limited announced that they will report Q1, 2025 results on Jul 11, 2024分析記事 • Jun 19Increases to Nelco Limited's (NSE:NELCO) CEO Compensation Might Cool off for nowKey Insights Nelco to hold its Annual General Meeting on 25th of June CEO Pradip Nath's total compensation includes...分析記事 • Jun 05Nelco's (NSE:NELCO) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Nelco Limited ( NSE:NELCO ) has announced that it will be paying its dividend of ₹2.20 on the 17th of...Upcoming Dividend • Jun 03Upcoming dividend of ₹2.20 per shareEligible shareholders must have bought the stock before 10 June 2024. Payment date: 17 July 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.2%). In line with average of industry peers (0.3%).お知らせ • May 24Nelco Limited, Annual General Meeting, Jun 25, 2024Nelco Limited, Annual General Meeting, Jun 25, 2024, at 15:30 Indian Standard Time.お知らせ • Apr 26Nelco Limited Announces Resignation Kaushik Mandal, Head Customer Experience and A Senior Management PersonnelNelco Limited informed that Mr. Kaushik Mandal, Vice President & Head Customer Experience and a Senior Management Personnel has resigned from the services of the Company due to his personal priorities.Reported Earnings • Apr 24Full year 2024 earnings released: EPS: ₹10.37 (vs ₹8.70 in FY 2023)Full year 2024 results: EPS: ₹10.37 (up from ₹8.70 in FY 2023). Revenue: ₹3.23b (up 3.0% from FY 2023). Net income: ₹236.7m (up 19% from FY 2023). Profit margin: 7.3% (up from 6.3% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 13Nelco Limited to Report Fiscal Year 2024 Results on Apr 23, 2024Nelco Limited announced that they will report fiscal year 2024 results on Apr 23, 2024お知らせ • Apr 05Nelco Limited Announces Changes to its BoardNelco Limited announced that the Board of Directors at its meeting held on 5th April 2024 has approved the appointment of Mr. Ritesh N Kamdar as Company Secretary & Head-Legal, Compliance Officer under Listing Regulations and a Key Managerial Personnel of the Company with effect from 14th May 2024 in place of Mr. Girish V. Kirkinde, who will be superannuated from the services of the Company with effect from 30th April 2024 at the close of business hours. Ritesh N Kamdar, Date of Birth: September 7, 1983. Educational Qualifications: Educational Qualifications: B.com, ACS & LLB (G) Mr. Ritesh Kamdar is a seasoned professional with more than 19 year of experience in company secretary & legal functions. He is an Associate Member of the Institute of Company Secretaries of India (ICSI) and also holds a degree of Bachelor of Commerce and LLB(G) from the University of Mumbai. His expertise lies in corporate law, legal and governance, accompanied by exceptional leadership capabilities. Ritesh Kamdar is an Associate Member of Institute of Company Secretaries of India (ICSI) and also holds the degree of Bachelor of Commerce and LLB (G) from Mumbai University. He has over 19 years of experience in the Secretarial and Legal field. In the past, he had worked with various renowned business groups which comprise of national and multinational conglomerates. During his past stints, as a part of secretarial and legal assignments, he has extensively worked on fund raising, acquisitions, due diligence, better governance and digitization of records. Currently, he is serving as Company Secretary of Tata Housing Development Company Limited.分析記事 • Mar 15Getting In Cheap On Nelco Limited (NSE:NELCO) Is UnlikelyWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") below 27x, you may consider Nelco...New Risk • Jan 17New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 44% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.Reported Earnings • Jan 16Third quarter 2024 earnings released: EPS: ₹2.69 (vs ₹2.19 in 3Q 2023)Third quarter 2024 results: EPS: ₹2.69 (up from ₹2.19 in 3Q 2023). Revenue: ₹840.8m (up 13% from 3Q 2023). Net income: ₹61.5m (up 23% from 3Q 2023). Profit margin: 7.3% (up from 6.7% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 05Nelco Limited to Report Q3, 2024 Results on Jan 15, 2024Nelco Limited announced that they will report Q3, 2024 results on Jan 15, 2024分析記事 • Oct 24We Think Nelco (NSE:NELCO) Can Manage Its Debt With EaseDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Oct 06Nelco Limited to Report Q2, 2024 Results on Oct 16, 2023Nelco Limited announced that they will report Q2, 2024 results on Oct 16, 2023New Risk • Jul 21New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 45% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.2% per year over the past 5 years. Minor Risks High level of debt (45% net debt to equity). Share price has been volatile over the past 3 months (7.1% average weekly change).Reported Earnings • Jul 21First quarter 2024 earnings released: EPS: ₹2.51 (vs ₹2.07 in 1Q 2023)First quarter 2024 results: EPS: ₹2.51 (up from ₹2.07 in 1Q 2023). Revenue: ₹788.0m (down 3.5% from 1Q 2023). Net income: ₹57.3m (up 21% from 1Q 2023). Profit margin: 7.3% (up from 5.8% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Jul 13New 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 7.1% 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 Earnings have declined by 0.2% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (7.1% average weekly change).お知らせ • Jul 12Nelco Limited to Report Q1, 2024 Results on Jul 20, 2023Nelco Limited announced that they will report Q1, 2024 results on Jul 20, 2023Upcoming Dividend • May 30Upcoming dividend of ₹2.00 per share at 0.3% yieldEligible shareholders must have bought the stock before 06 June 2023. Payment date: 22 July 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.6%). Lower than average of industry peers (0.5%).お知らせ • May 19Nelco Limited, Annual General Meeting, Jun 22, 2023Nelco Limited, Annual General Meeting, Jun 22, 2023, at 11:30 Indian Standard Time.Valuation Update With 7 Day Price Move • May 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹634, the stock trades at a trailing P/E ratio of 72.7x. Average trailing P/E is 35x in the Communications industry in India. Total returns to shareholders of 286% over the past three years.Reported Earnings • Apr 26Full year 2023 earnings released: EPS: ₹8.70 (vs ₹7.05 in FY 2022)Full year 2023 results: EPS: ₹8.70 (up from ₹7.05 in FY 2022). Revenue: ₹3.16b (up 22% from FY 2022). Net income: ₹198.5m (up 23% from FY 2022). Profit margin: 6.3% (up from 6.2% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Feb 25Nelco (NSE:NELCO) Might Be Having Difficulty Using Its Capital EffectivelyTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...Reported Earnings • Jan 23Third quarter 2023 earnings released: EPS: ₹2.19 (vs ₹2.30 in 3Q 2022)Third quarter 2023 results: EPS: ₹2.19 (down from ₹2.30 in 3Q 2022). Revenue: ₹749.5m (up 4.0% from 3Q 2022). Net income: ₹50.0m (down 4.9% from 3Q 2022). Profit margin: 6.7% (down from 7.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 06Nelco Limited to Report Q3, 2023 Results on Jan 20, 2023Nelco Limited announced that they will report Q3, 2023 results on Jan 20, 2023Board Change • Nov 16High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. 1 highly experienced director. MD, CEO & Executive Director Pradip Nath is the most experienced director on the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Oct 22Second quarter 2023 earnings released: EPS: ₹1.96 (vs ₹1.49 in 2Q 2022)Second quarter 2023 results: EPS: ₹1.96 (up from ₹1.49 in 2Q 2022). Revenue: ₹754.4m (up 23% from 2Q 2022). Net income: ₹44.7m (up 32% from 2Q 2022). Profit margin: 5.9% (up from 5.6% 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 11% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Aug 19Nelco (NSE:NELCO) Is Reinvesting At Lower Rates Of ReturnDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...Reported Earnings • Jul 20First quarter 2023 earnings released: EPS: ₹2.07 (vs ₹1.92 in 1Q 2022)First quarter 2023 results: EPS: ₹2.07 (up from ₹1.92 in 1Q 2022). Revenue: ₹816.8m (up 48% from 1Q 2022). Net income: ₹47.2m (up 7.8% from 1Q 2022). Profit margin: 5.8% (down from 7.9% 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 1% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jun 14Upcoming dividend of ₹1.80 per shareEligible shareholders must have bought the stock before 21 June 2022. Payment date: 07 August 2022. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.8%). Lower than average of industry peers (0.5%).Board Change • Jun 02High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. 1 highly experienced director. MD, CEO & Executive Director Pradip Nath is the most experienced director on the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.分析記事 • May 29Does Nelco (NSE:NELCO) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • May 02Nelco (NSE:NELCO) Is Reinvesting At Lower Rates Of ReturnIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...Reported Earnings • Apr 28Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: ₹7.05 (up from ₹5.42 in FY 2021). Revenue: ₹2.65b (up 17% from FY 2021). Net income: ₹160.8m (up 30% from FY 2021). Profit margin: 6.1% (up from 5.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 15%. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 33% per year, which means it is well ahead of earnings.分析記事 • Feb 24Nelco (NSE:NELCO) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Jan 21Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: ₹2.30 (up from ₹1.67 in 3Q 2021). Revenue: ₹720.6m (up 23% from 3Q 2021). Net income: ₹52.6m (up 38% from 3Q 2021). Profit margin: 7.3% (up from 6.5% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 15%. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 49% per year, which means it is well ahead of earnings.分析記事 • Jan 11Returns On Capital Signal Tricky Times Ahead For Nelco (NSE:NELCO)To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...分析記事 • Nov 17Does Nelco (NSE:NELCO) 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 • Oct 21Second quarter 2022 earnings released: EPS ₹1.49 (vs ₹0.97 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹612.2m (up 15% from 2Q 2021). Net income: ₹34.0m (up 53% from 2Q 2021). Profit margin: 5.6% (up from 4.2% in 2Q 2021). The increase in margin was driven by higher revenue. 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 54% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Sep 06Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹556, the stock trades at a trailing P/E ratio of 72.8x. Average trailing P/E is 27x in the Communications industry in India. Total returns to shareholders of 71% over the past three years.Valuation Update With 7 Day Price Move • Aug 12Investor sentiment improved over the past weekAfter last week's 27% share price gain to ₹470, the stock trades at a trailing P/E ratio of 65.5x. Average trailing P/E is 29x in the Communications industry in India. Total returns to shareholders of 40% over the past three years.分析記事 • Aug 11Capital Allocation Trends At Nelco (NSE:NELCO) Aren't IdealFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • Aug 02First quarter 2022 earnings released: EPS ₹1.92 (vs ₹0.81 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: ₹566.2m (up 14% from 1Q 2021). Net income: ₹43.8m (up 138% from 1Q 2021). Profit margin: 7.7% (up from 3.7% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improved over the past weekAfter last week's 30% share price gain to ₹325, the stock trades at a trailing P/E ratio of 60x. Average trailing P/E is 43x in the Communications industry in India. Total returns to shareholders of 26% over the past three years.分析記事 • Jun 16Increases to Nelco Limited's (NSE:NELCO) CEO Compensation Might Cool off for nowUnder the guidance of CEO Pradip Nath, Nelco Limited ( NSE:NELCO ) has performed reasonably well recently. In light of...Upcoming Dividend • May 31Upcoming dividend of ₹1.20 per shareEligible shareholders must have bought the stock before 07 June 2021. Payment date: 22 July 2021. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.7%). Lower than average of industry peers (0.8%).分析記事 • May 07Nelco Limited's (NSE:NELCO) 0.6% Dividend Yield Looks Pretty InterestingCould Nelco Limited ( NSE:NELCO ) be an attractive dividend share to own for the long haul? Investors are often drawn...Reported Earnings • May 02Full year 2021 earnings released: EPS ₹5.42 (vs ₹6.30 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: ₹2.29b (up 4.1% from FY 2020). Net income: ₹123.6m (down 14% from FY 2020). Profit margin: 5.4% (down from 6.5% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.分析記事 • Mar 30We Think Nelco (NSE:NELCO) Might Have The DNA Of A Multi-BaggerIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...分析記事 • Mar 15We Think Nelco (NSE:NELCO) Is Taking Some Risk With Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Feb 22How Much Is Nelco Limited (NSE:NELCO) Paying Its CEO?Pradip Nath has been the CEO of Nelco Limited ( NSE:NELCO ) since 2011, and this article will examine the executive's...Is New 90 Day High Low • Feb 05New 90-day high: ₹235The company is up 29% from its price of ₹182 on 06 November 2020. The Indian market is up 23% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 11% over the same period.分析記事 • Jan 31Is Nelco's (NSE:NELCO) 120% Share Price Increase Well Justified?When you buy a stock there is always a possibility that it could drop 100%. But on a lighter note, a good company can...Reported Earnings • Jan 30Third quarter 2021 earnings released: EPS ₹1.67 (vs ₹1.60 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: ₹585.5m (up 3.9% from 3Q 2020). Net income: ₹38.2m (up 4.7% from 3Q 2020). Profit margin: 6.5% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.分析記事 • Jan 16Are Robust Financials Driving The Recent Rally In Nelco Limited's (NSE:NELCO) Stock?Nelco (NSE:NELCO) has had a great run on the share market with its stock up by a significant 17% over the last three...Is New 90 Day High Low • Jan 12New 90-day high: ₹214The company is up 21% from its price of ₹178 on 14 October 2020. The Indian market is up 24% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Communications industry, which is up 12% over the same period.分析記事 • Jan 02Why Dividend Hunters Love Nelco Limited (NSE:NELCO)Today we'll take a closer look at Nelco Limited ( NSE:NELCO ) from a dividend investor's perspective. Owning a strong...分析記事 • Dec 20Nelco (NSE:NELCO): Are Investors Overlooking Returns On Capital?If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Is New 90 Day High Low • Dec 10New 90-day high: ₹209The company is up 9.0% from its price of ₹192 on 11 September 2020. The Indian market is up 18% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Communications industry, which is up 6.0% over the same period.分析記事 • Dec 07Nelco (NSE:NELCO) Has A Somewhat Strained Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Nov 24How Much Did Nelco's (NSE:NELCO) CEO Pocket Last Year?Pradip Nath became the CEO of Nelco Limited (NSE:NELCO) in 2011, and we think it's a good time to look at the...分析記事 • Nov 11We Think Nelco's (NSE:NELCO) Statutory Profit Might Understate Its Earnings PotentialAs a general rule, we think profitable companies are less risky than companies that lose money. That said, the current...Reported Earnings • Nov 07Second quarter 2021 earnings released: EPS ₹0.97The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₹541.4m (up 1.0% from 2Q 2020). Net income: ₹22.2m (up 45% from 2Q 2020). Profit margin: 4.1% (up from 2.9% in 2Q 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Nelco は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測NSEI:NELCO - アナリストの将来予測と過去の財務データ ( )INR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/20263,06633-80153N/A12/31/20252,949-18N/AN/AN/A9/30/20252,9744318167N/A6/30/20253,05868N/AN/AN/A3/31/20253,0499531197N/A12/31/20243,190197N/AN/AN/A9/30/20243,215209203418N/A6/30/20243,156225N/AN/AN/A3/31/20243,203237286449N/A12/31/20233,207232N/AN/AN/A9/30/20233,117221393554N/A6/30/20233,105209N/AN/AN/A3/31/20233,133199330581N/A12/31/20223,030172N/AN/AN/A9/30/20223,009175151401N/A6/30/20222,867164N/AN/AN/A3/31/20222,601161326506N/A12/31/20212,532175N/AN/AN/A9/30/20212,397161363483N/A6/30/20212,317149N/AN/AN/A3/31/20212,261124445538N/A12/31/20202,225137N/AN/AN/A9/30/20202,203135417716N/A6/30/20202,207128N/AN/AN/A3/31/20202,199144-148332N/A12/31/20192,102128N/AN/AN/A9/30/20191,991132N/A163N/A6/30/20191,907217N/AN/AN/A3/31/20191,910223N/A212N/A12/31/20181,786219N/AN/AN/A9/30/20181,705213N/AN/AN/A6/30/20181,614141N/AN/AN/A3/31/20181,496121N/A322N/A12/31/20171,47693N/AN/AN/A9/30/20171,45386N/AN/AN/A6/30/20171,47065N/AN/AN/A3/31/20171,43763N/A379N/A12/31/20161,33069N/AN/AN/A9/30/20161,31954N/AN/AN/A6/30/20161,28061N/AN/AN/A3/31/20161,26459N/A18N/A12/31/20151,374-23N/AN/AN/A9/30/20151,368-84N/AN/AN/A6/30/20151,400-102N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: NELCOの予測収益成長が 貯蓄率 ( 6.9% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: NELCOの収益がIndian市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: NELCOの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: NELCOの収益がIndian市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: NELCOの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: NELCOの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YTech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/09 23:43終値2026/05/08 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Nelco Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Kameswari V. S. ChavaliFirstCall Research
Reported Earnings • Apr 21Full year 2026 earnings released: EPS: ₹1.46 (vs ₹4.18 in FY 2025)Full year 2026 results: EPS: ₹1.46 (down from ₹4.18 in FY 2025). Revenue: ₹3.11b (up 2.0% from FY 2025). Net income: ₹33.2m (down 65% from FY 2025). Profit margin: 1.1% (down from 3.1% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Apr 14Nelco Limited to Report Q4, 2026 Results on Apr 20, 2026Nelco Limited announced that they will report Q4, 2026 results on Apr 20, 2026
分析記事 • Jan 21Does Nelco (NSE:NELCO) 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 • Jan 16Third quarter 2026 earnings releasedThird quarter 2026 results: Revenue: ₹788.8m (down 3.7% from 3Q 2025). Net loss: ₹11.9m (down 124% from profit in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Jan 09Nelco Limited to Report Q3, 2026 Results on Jan 15, 2026Nelco Limited announced that they will report Q3, 2026 results at 12:15 PM, Indian Standard Time on Jan 15, 2026
Reported Earnings • Oct 19Second quarter 2026 earnings released: EPS: ₹0.71 (vs ₹1.80 in 2Q 2025)Second quarter 2026 results: EPS: ₹0.71 (down from ₹1.80 in 2Q 2025). Revenue: ₹756.1m (down 8.4% from 2Q 2025). Net income: ₹16.2m (down 61% from 2Q 2025). Profit margin: 2.1% (down from 5.0% in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Oct 13Nelco Limited to Report Q2, 2026 Results on Oct 17, 2025Nelco Limited announced that they will report Q2, 2026 results on Oct 17, 2025
分析記事 • Sep 19Subdued Growth No Barrier To Nelco Limited's (NSE:NELCO) PriceWhen you see that almost half of the companies in the Communications industry in India have price-to-sales ratios (or...
Reported Earnings • Jul 17First quarter 2026 earnings released: EPS: ₹0.79 (vs ₹2.00 in 1Q 2025)First quarter 2026 results: EPS: ₹0.79 (down from ₹2.00 in 1Q 2025). Revenue: ₹750.1m (up 1.3% from 1Q 2025). Net income: ₹18.0m (down 61% from 1Q 2025). Profit margin: 2.4% (down from 6.2% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
お知らせ • Jul 08Nelco Limited to Report Q1, 2026 Results on Jul 14, 2025Nelco Limited announced that they will report Q1, 2026 results at 12:15 PM, Indian Standard Time on Jul 14, 2025
分析記事 • Jun 18Increases to Nelco Limited's (NSE:NELCO) CEO Compensation Might Cool off for nowKey Insights Nelco's Annual General Meeting to take place on 24th of June CEO Pradip Nath's total compensation includes...
Reported Earnings • Jun 03Full year 2025 earnings released: EPS: ₹4.18 (vs ₹10.37 in FY 2024)Full year 2025 results: EPS: ₹4.18 (down from ₹10.37 in FY 2024). Revenue: ₹3.05b (down 4.8% from FY 2024). Net income: ₹95.3m (down 60% from FY 2024). Profit margin: 3.1% (down from 7.4% in FY 2024). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jun 02Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 09 June 2025. Payment date: 24 July 2025. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.1%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (0.3%).
お知らせ • May 26Nelco Limited, Annual General Meeting, Jun 24, 2025Nelco Limited, Annual General Meeting, Jun 24, 2025, at 15:30 Indian Standard Time.
Declared Dividend • May 16Dividend reduced to ₹1.00Dividend of ₹1.00 is 55% lower than last year. Ex-date: 9th June 2025 Payment date: 1st January 1970 Dividend yield will be 0.1%, which is lower than the industry average of 0.4%. Payout Ratios Payout ratio: 24%. Cash payout ratio: 74%.
Reported Earnings • Apr 25Full year 2025 earnings released: EPS: ₹4.18 (vs ₹10.37 in FY 2024)Full year 2025 results: EPS: ₹4.18 (down from ₹10.37 in FY 2024). Revenue: ₹3.10b (down 3.2% from FY 2024). Net income: ₹95.3m (down 60% from FY 2024). Profit margin: 3.1% (down from 7.4% in FY 2024). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 7% per year.
お知らせ • Apr 25Nelco Limited Proposes Final Dividend for the Financial Year Ended 31 March 2025Nelco Limited at its board meeting held on 24 April 2025, recommended a final dividend of INR 1 per share (10%) (face value of INR 10 each) for the financial year ended 31 March 2025 subject to the approval of the shareholders at the upcoming Annual General Meeting of the Company.
分析記事 • Apr 17Nelco (NSE:NELCO) May Have Issues Allocating Its CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
お知らせ • Apr 16Nelco Limited to Report Q4, 2025 Results on Apr 24, 2025Nelco Limited announced that they will report Q4, 2025 results on Apr 24, 2025
分析記事 • Mar 08We Think Nelco (NSE:NELCO) Can Stay On Top Of Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Feb 20Nelco Limited Approves Appointment of Vijay B Somaiya as Independent DirectorNelco Limited announced that by Postal Ballot approved appointment of Mr. Vijay B Somaiya as an Independent Director.
分析記事 • Feb 03More Unpleasant Surprises Could Be In Store For Nelco Limited's (NSE:NELCO) Shares After Tumbling 26%Nelco Limited ( NSE:NELCO ) shares have retraced a considerable 26% in the last month, reversing a fair amount of their...
Reported Earnings • Jan 16Third quarter 2025 earnings released: EPS: ₹2.17 (vs ₹2.69 in 3Q 2024)Third quarter 2025 results: EPS: ₹2.17 (down from ₹2.69 in 3Q 2024). Revenue: ₹822.4m (down 1.2% from 3Q 2024). Net income: ₹49.5m (down 20% from 3Q 2024). Profit margin: 6.0% (down from 7.4% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 9% per year.
お知らせ • Jan 15+ 1 more updateNelco Limited to Report Q3, 2025 Results on Jan 15, 2025Nelco Limited announced that they will report Q3, 2025 results on Jan 15, 2025
New Risk • Jan 09New 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 9.0% 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. This is currently the only risk that has been identified for the company.
分析記事 • Dec 03Subdued Growth No Barrier To Nelco Limited (NSE:NELCO) With Shares Advancing 33%Nelco Limited ( NSE:NELCO ) shareholders are no doubt pleased to see that the share price has bounced 33% in the last...
分析記事 • Oct 23Nelco (NSE:NELCO) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Oct 22Second quarter 2025 earnings released: EPS: ₹1.80 (vs ₹2.49 in 2Q 2024)Second quarter 2025 results: EPS: ₹1.80 (down from ₹2.49 in 2Q 2024). Revenue: ₹834.6m (up 8.9% from 2Q 2024). Net income: ₹41.0m (down 28% from 2Q 2024). Profit margin: 4.9% (down from 7.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 15Nelco Limited to Report Q2, 2025 Results on Oct 21, 2024Nelco Limited announced that they will report Q2, 2025 results on Oct 21, 2024
分析記事 • Sep 21Many Would Be Envious Of Nelco's (NSE:NELCO) Excellent Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Aug 22Nelco Limited's (NSE:NELCO) 44% Share Price Surge Not Quite Adding UpNelco Limited ( NSE:NELCO ) shares have continued their recent momentum with a 44% gain in the last month alone...
New Risk • Aug 21New 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 8.3% 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Jul 12First quarter 2025 earnings released: EPS: ₹1.81 (vs ₹2.51 in 1Q 2024)First quarter 2025 results: EPS: ₹1.81 (down from ₹2.51 in 1Q 2024). Revenue: ₹741.9m (down 5.9% from 1Q 2024). Net income: ₹45.6m (down 20% from 1Q 2024). Profit margin: 6.1% (down from 7.3% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jul 05Revenues Not Telling The Story For Nelco Limited (NSE:NELCO) After Shares Rise 27%Nelco Limited ( NSE:NELCO ) shareholders would be excited to see that the share price has had a great month, posting a...
お知らせ • Jul 04Nelco Limited to Report Q1, 2025 Results on Jul 11, 2024Nelco Limited announced that they will report Q1, 2025 results on Jul 11, 2024
分析記事 • Jun 19Increases to Nelco Limited's (NSE:NELCO) CEO Compensation Might Cool off for nowKey Insights Nelco to hold its Annual General Meeting on 25th of June CEO Pradip Nath's total compensation includes...
分析記事 • Jun 05Nelco's (NSE:NELCO) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Nelco Limited ( NSE:NELCO ) has announced that it will be paying its dividend of ₹2.20 on the 17th of...
Upcoming Dividend • Jun 03Upcoming dividend of ₹2.20 per shareEligible shareholders must have bought the stock before 10 June 2024. Payment date: 17 July 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.2%). In line with average of industry peers (0.3%).
お知らせ • May 24Nelco Limited, Annual General Meeting, Jun 25, 2024Nelco Limited, Annual General Meeting, Jun 25, 2024, at 15:30 Indian Standard Time.
お知らせ • Apr 26Nelco Limited Announces Resignation Kaushik Mandal, Head Customer Experience and A Senior Management PersonnelNelco Limited informed that Mr. Kaushik Mandal, Vice President & Head Customer Experience and a Senior Management Personnel has resigned from the services of the Company due to his personal priorities.
Reported Earnings • Apr 24Full year 2024 earnings released: EPS: ₹10.37 (vs ₹8.70 in FY 2023)Full year 2024 results: EPS: ₹10.37 (up from ₹8.70 in FY 2023). Revenue: ₹3.23b (up 3.0% from FY 2023). Net income: ₹236.7m (up 19% from FY 2023). Profit margin: 7.3% (up from 6.3% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 13Nelco Limited to Report Fiscal Year 2024 Results on Apr 23, 2024Nelco Limited announced that they will report fiscal year 2024 results on Apr 23, 2024
お知らせ • Apr 05Nelco Limited Announces Changes to its BoardNelco Limited announced that the Board of Directors at its meeting held on 5th April 2024 has approved the appointment of Mr. Ritesh N Kamdar as Company Secretary & Head-Legal, Compliance Officer under Listing Regulations and a Key Managerial Personnel of the Company with effect from 14th May 2024 in place of Mr. Girish V. Kirkinde, who will be superannuated from the services of the Company with effect from 30th April 2024 at the close of business hours. Ritesh N Kamdar, Date of Birth: September 7, 1983. Educational Qualifications: Educational Qualifications: B.com, ACS & LLB (G) Mr. Ritesh Kamdar is a seasoned professional with more than 19 year of experience in company secretary & legal functions. He is an Associate Member of the Institute of Company Secretaries of India (ICSI) and also holds a degree of Bachelor of Commerce and LLB(G) from the University of Mumbai. His expertise lies in corporate law, legal and governance, accompanied by exceptional leadership capabilities. Ritesh Kamdar is an Associate Member of Institute of Company Secretaries of India (ICSI) and also holds the degree of Bachelor of Commerce and LLB (G) from Mumbai University. He has over 19 years of experience in the Secretarial and Legal field. In the past, he had worked with various renowned business groups which comprise of national and multinational conglomerates. During his past stints, as a part of secretarial and legal assignments, he has extensively worked on fund raising, acquisitions, due diligence, better governance and digitization of records. Currently, he is serving as Company Secretary of Tata Housing Development Company Limited.
分析記事 • Mar 15Getting In Cheap On Nelco Limited (NSE:NELCO) Is UnlikelyWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") below 27x, you may consider Nelco...
New Risk • Jan 17New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 44% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.
Reported Earnings • Jan 16Third quarter 2024 earnings released: EPS: ₹2.69 (vs ₹2.19 in 3Q 2023)Third quarter 2024 results: EPS: ₹2.69 (up from ₹2.19 in 3Q 2023). Revenue: ₹840.8m (up 13% from 3Q 2023). Net income: ₹61.5m (up 23% from 3Q 2023). Profit margin: 7.3% (up from 6.7% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 05Nelco Limited to Report Q3, 2024 Results on Jan 15, 2024Nelco Limited announced that they will report Q3, 2024 results on Jan 15, 2024
分析記事 • Oct 24We Think Nelco (NSE:NELCO) Can Manage Its Debt With EaseDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Oct 06Nelco Limited to Report Q2, 2024 Results on Oct 16, 2023Nelco Limited announced that they will report Q2, 2024 results on Oct 16, 2023
New Risk • Jul 21New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 45% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.2% per year over the past 5 years. Minor Risks High level of debt (45% net debt to equity). Share price has been volatile over the past 3 months (7.1% average weekly change).
Reported Earnings • Jul 21First quarter 2024 earnings released: EPS: ₹2.51 (vs ₹2.07 in 1Q 2023)First quarter 2024 results: EPS: ₹2.51 (up from ₹2.07 in 1Q 2023). Revenue: ₹788.0m (down 3.5% from 1Q 2023). Net income: ₹57.3m (up 21% from 1Q 2023). Profit margin: 7.3% (up from 5.8% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Jul 13New 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 7.1% 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 Earnings have declined by 0.2% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (7.1% average weekly change).
お知らせ • Jul 12Nelco Limited to Report Q1, 2024 Results on Jul 20, 2023Nelco Limited announced that they will report Q1, 2024 results on Jul 20, 2023
Upcoming Dividend • May 30Upcoming dividend of ₹2.00 per share at 0.3% yieldEligible shareholders must have bought the stock before 06 June 2023. Payment date: 22 July 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.6%). Lower than average of industry peers (0.5%).
お知らせ • May 19Nelco Limited, Annual General Meeting, Jun 22, 2023Nelco Limited, Annual General Meeting, Jun 22, 2023, at 11:30 Indian Standard Time.
Valuation Update With 7 Day Price Move • May 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹634, the stock trades at a trailing P/E ratio of 72.7x. Average trailing P/E is 35x in the Communications industry in India. Total returns to shareholders of 286% over the past three years.
Reported Earnings • Apr 26Full year 2023 earnings released: EPS: ₹8.70 (vs ₹7.05 in FY 2022)Full year 2023 results: EPS: ₹8.70 (up from ₹7.05 in FY 2022). Revenue: ₹3.16b (up 22% from FY 2022). Net income: ₹198.5m (up 23% from FY 2022). Profit margin: 6.3% (up from 6.2% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Feb 25Nelco (NSE:NELCO) Might Be Having Difficulty Using Its Capital EffectivelyTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Reported Earnings • Jan 23Third quarter 2023 earnings released: EPS: ₹2.19 (vs ₹2.30 in 3Q 2022)Third quarter 2023 results: EPS: ₹2.19 (down from ₹2.30 in 3Q 2022). Revenue: ₹749.5m (up 4.0% from 3Q 2022). Net income: ₹50.0m (down 4.9% from 3Q 2022). Profit margin: 6.7% (down from 7.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 06Nelco Limited to Report Q3, 2023 Results on Jan 20, 2023Nelco Limited announced that they will report Q3, 2023 results on Jan 20, 2023
Board Change • Nov 16High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. 1 highly experienced director. MD, CEO & Executive Director Pradip Nath is the most experienced director on the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Oct 22Second quarter 2023 earnings released: EPS: ₹1.96 (vs ₹1.49 in 2Q 2022)Second quarter 2023 results: EPS: ₹1.96 (up from ₹1.49 in 2Q 2022). Revenue: ₹754.4m (up 23% from 2Q 2022). Net income: ₹44.7m (up 32% from 2Q 2022). Profit margin: 5.9% (up from 5.6% 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 11% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Aug 19Nelco (NSE:NELCO) Is Reinvesting At Lower Rates Of ReturnDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
Reported Earnings • Jul 20First quarter 2023 earnings released: EPS: ₹2.07 (vs ₹1.92 in 1Q 2022)First quarter 2023 results: EPS: ₹2.07 (up from ₹1.92 in 1Q 2022). Revenue: ₹816.8m (up 48% from 1Q 2022). Net income: ₹47.2m (up 7.8% from 1Q 2022). Profit margin: 5.8% (down from 7.9% 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 1% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jun 14Upcoming dividend of ₹1.80 per shareEligible shareholders must have bought the stock before 21 June 2022. Payment date: 07 August 2022. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.8%). Lower than average of industry peers (0.5%).
Board Change • Jun 02High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. 1 highly experienced director. MD, CEO & Executive Director Pradip Nath is the most experienced director on the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
分析記事 • May 29Does Nelco (NSE:NELCO) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • May 02Nelco (NSE:NELCO) Is Reinvesting At Lower Rates Of ReturnIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
Reported Earnings • Apr 28Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: ₹7.05 (up from ₹5.42 in FY 2021). Revenue: ₹2.65b (up 17% from FY 2021). Net income: ₹160.8m (up 30% from FY 2021). Profit margin: 6.1% (up from 5.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 15%. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 33% per year, which means it is well ahead of earnings.
分析記事 • Feb 24Nelco (NSE:NELCO) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Jan 21Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: ₹2.30 (up from ₹1.67 in 3Q 2021). Revenue: ₹720.6m (up 23% from 3Q 2021). Net income: ₹52.6m (up 38% from 3Q 2021). Profit margin: 7.3% (up from 6.5% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 15%. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 49% per year, which means it is well ahead of earnings.
分析記事 • Jan 11Returns On Capital Signal Tricky Times Ahead For Nelco (NSE:NELCO)To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
分析記事 • Nov 17Does Nelco (NSE:NELCO) 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 • Oct 21Second quarter 2022 earnings released: EPS ₹1.49 (vs ₹0.97 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹612.2m (up 15% from 2Q 2021). Net income: ₹34.0m (up 53% from 2Q 2021). Profit margin: 5.6% (up from 4.2% in 2Q 2021). The increase in margin was driven by higher revenue. 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 54% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Sep 06Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹556, the stock trades at a trailing P/E ratio of 72.8x. Average trailing P/E is 27x in the Communications industry in India. Total returns to shareholders of 71% over the past three years.
Valuation Update With 7 Day Price Move • Aug 12Investor sentiment improved over the past weekAfter last week's 27% share price gain to ₹470, the stock trades at a trailing P/E ratio of 65.5x. Average trailing P/E is 29x in the Communications industry in India. Total returns to shareholders of 40% over the past three years.
分析記事 • Aug 11Capital Allocation Trends At Nelco (NSE:NELCO) Aren't IdealFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • Aug 02First quarter 2022 earnings released: EPS ₹1.92 (vs ₹0.81 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: ₹566.2m (up 14% from 1Q 2021). Net income: ₹43.8m (up 138% from 1Q 2021). Profit margin: 7.7% (up from 3.7% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improved over the past weekAfter last week's 30% share price gain to ₹325, the stock trades at a trailing P/E ratio of 60x. Average trailing P/E is 43x in the Communications industry in India. Total returns to shareholders of 26% over the past three years.
分析記事 • Jun 16Increases to Nelco Limited's (NSE:NELCO) CEO Compensation Might Cool off for nowUnder the guidance of CEO Pradip Nath, Nelco Limited ( NSE:NELCO ) has performed reasonably well recently. In light of...
Upcoming Dividend • May 31Upcoming dividend of ₹1.20 per shareEligible shareholders must have bought the stock before 07 June 2021. Payment date: 22 July 2021. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.7%). Lower than average of industry peers (0.8%).
分析記事 • May 07Nelco Limited's (NSE:NELCO) 0.6% Dividend Yield Looks Pretty InterestingCould Nelco Limited ( NSE:NELCO ) be an attractive dividend share to own for the long haul? Investors are often drawn...
Reported Earnings • May 02Full year 2021 earnings released: EPS ₹5.42 (vs ₹6.30 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: ₹2.29b (up 4.1% from FY 2020). Net income: ₹123.6m (down 14% from FY 2020). Profit margin: 5.4% (down from 6.5% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
分析記事 • Mar 30We Think Nelco (NSE:NELCO) Might Have The DNA Of A Multi-BaggerIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
分析記事 • Mar 15We Think Nelco (NSE:NELCO) Is Taking Some Risk With Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Feb 22How Much Is Nelco Limited (NSE:NELCO) Paying Its CEO?Pradip Nath has been the CEO of Nelco Limited ( NSE:NELCO ) since 2011, and this article will examine the executive's...
Is New 90 Day High Low • Feb 05New 90-day high: ₹235The company is up 29% from its price of ₹182 on 06 November 2020. The Indian market is up 23% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 11% over the same period.
分析記事 • Jan 31Is Nelco's (NSE:NELCO) 120% Share Price Increase Well Justified?When you buy a stock there is always a possibility that it could drop 100%. But on a lighter note, a good company can...
Reported Earnings • Jan 30Third quarter 2021 earnings released: EPS ₹1.67 (vs ₹1.60 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: ₹585.5m (up 3.9% from 3Q 2020). Net income: ₹38.2m (up 4.7% from 3Q 2020). Profit margin: 6.5% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
分析記事 • Jan 16Are Robust Financials Driving The Recent Rally In Nelco Limited's (NSE:NELCO) Stock?Nelco (NSE:NELCO) has had a great run on the share market with its stock up by a significant 17% over the last three...
Is New 90 Day High Low • Jan 12New 90-day high: ₹214The company is up 21% from its price of ₹178 on 14 October 2020. The Indian market is up 24% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Communications industry, which is up 12% over the same period.
分析記事 • Jan 02Why Dividend Hunters Love Nelco Limited (NSE:NELCO)Today we'll take a closer look at Nelco Limited ( NSE:NELCO ) from a dividend investor's perspective. Owning a strong...
分析記事 • Dec 20Nelco (NSE:NELCO): Are Investors Overlooking Returns On Capital?If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Is New 90 Day High Low • Dec 10New 90-day high: ₹209The company is up 9.0% from its price of ₹192 on 11 September 2020. The Indian market is up 18% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Communications industry, which is up 6.0% over the same period.
分析記事 • Dec 07Nelco (NSE:NELCO) Has A Somewhat Strained Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Nov 24How Much Did Nelco's (NSE:NELCO) CEO Pocket Last Year?Pradip Nath became the CEO of Nelco Limited (NSE:NELCO) in 2011, and we think it's a good time to look at the...
分析記事 • Nov 11We Think Nelco's (NSE:NELCO) Statutory Profit Might Understate Its Earnings PotentialAs a general rule, we think profitable companies are less risky than companies that lose money. That said, the current...
Reported Earnings • Nov 07Second quarter 2021 earnings released: EPS ₹0.97The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₹541.4m (up 1.0% from 2Q 2020). Net income: ₹22.2m (up 45% from 2Q 2020). Profit margin: 4.1% (up from 2.9% in 2Q 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.