View ValuationSmartlink Holdings 将来の成長Future 基準チェック /06現在、 Smartlink Holdings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45.1%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 • May 19Full year 2026 earnings released: EPS: ₹13.18 (vs ₹6.62 in FY 2025)Full year 2026 results: EPS: ₹13.18 (up from ₹6.62 in FY 2025). Revenue: ₹2.80b (up 25% from FY 2025). Net income: ₹131.5m (up 99% from FY 2025). Profit margin: 4.7% (up from 2.9% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • May 14Smartlink Holdings Limited announces Annual dividendSmartlink Holdings Limited announced Annual dividend of INR 2.0000 per share, ex-date on July 10, 2026 and record date on July 10, 2026.New Risk • May 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 9.3% 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (9.3% average weekly change). Market cap is less than US$100m (₹1.78b market cap, or US$18.6m).Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 31%After last week's 31% share price gain to ₹178, the stock trades at a trailing P/E ratio of 17.6x. Average trailing P/E is 64x in the Communications industry in India. Total returns to shareholders of 16% over the past three years.Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹147, the stock trades at a trailing P/E ratio of 14.5x. Average trailing P/E is 55x in the Communications industry in India. Total loss to shareholders of 3.7% over the past three years.お知らせ • Apr 18Smartlink Holdings Limited to Report Q4, 2026 Results on May 13, 2026Smartlink Holdings Limited announced that they will report Q4, 2026 results on May 13, 2026Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: ₹2.24 (vs ₹2.55 in 3Q 2025)Third quarter 2026 results: EPS: ₹2.24 (down from ₹2.55 in 3Q 2025). Revenue: ₹657.9m (up 22% from 3Q 2025). Net income: ₹22.4m (down 12% from 3Q 2025). Profit margin: 3.4% (down from 4.7% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • Jan 21Smartlink Holdings Limited to Report Q3, 2026 Results on Feb 06, 2026Smartlink Holdings Limited announced that they will report Q3, 2026 results on Feb 06, 2026Reported Earnings • Nov 07Second quarter 2026 earnings released: EPS: ₹1.87 (vs ₹0.68 in 2Q 2025)Second quarter 2026 results: EPS: ₹1.87 (up from ₹0.68 in 2Q 2025). Revenue: ₹725.7m (up 24% from 2Q 2025). Net income: ₹18.6m (up 178% from 2Q 2025). Profit margin: 2.6% (up from 1.1% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.お知らせ • Oct 16Smartlink Holdings Limited to Report Q2, 2026 Results on Nov 06, 2025Smartlink Holdings Limited announced that they will report Q2, 2026 results on Nov 06, 2025分析記事 • Oct 16Smartlink Holdings Limited's (NSE:SMARTLINK) Business And Shares Still Trailing The MarketSmartlink Holdings Limited's ( NSE:SMARTLINK ) price-to-earnings (or "P/E") ratio of 14.1x might make it look like a...お知らせ • Aug 02Smartlink Holdings Limited to Report Q1, 2026 Results on Aug 12, 2025Smartlink Holdings Limited announced that they will report Q1, 2026 results on Aug 12, 2025Reported Earnings • Jul 20Full year 2025 earnings released: EPS: ₹6.62 (vs ₹7.08 in FY 2024)Full year 2025 results: EPS: ₹6.62 (down from ₹7.08 in FY 2024). Revenue: ₹2.24b (up 7.7% from FY 2024). Net income: ₹66.1m (down 6.4% from FY 2024). Profit margin: 2.9% (down from 3.4% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Jul 16Smartlink Holdings Limited, Annual General Meeting, Aug 13, 2025Smartlink Holdings Limited, Annual General Meeting, Aug 13, 2025, at 11:00 Indian Standard Time. Location: l-7, verna industrial estate, verna, salcete, goa, 403722, India分析記事 • May 15Smartlink Holdings Limited (NSE:SMARTLINK) Surges 27% Yet Its Low P/E Is No Reason For ExcitementSmartlink Holdings Limited ( NSE:SMARTLINK ) shareholders are no doubt pleased to see that the share price has bounced...Reported Earnings • May 11Full year 2025 earnings released: EPS: ₹6.62 (vs ₹7.08 in FY 2024)Full year 2025 results: EPS: ₹6.62 (down from ₹7.08 in FY 2024). Revenue: ₹2.26b (up 8.2% from FY 2024). Net income: ₹66.1m (down 6.4% from FY 2024). Profit margin: 2.9% (down from 3.4% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • May 02Smartlink Holdings Limited to Report Q4, 2025 Results on May 09, 2025Smartlink Holdings Limited announced that they will report Q4, 2025 results on May 09, 2025Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹143, the stock trades at a trailing P/E ratio of 12.4x. Average trailing P/E is 29x in the Communications industry in India. Total returns to shareholders of 15% over the past three years.分析記事 • Apr 17Investors Will Want Smartlink Holdings' (NSE:SMARTLINK) Growth In ROCE To PersistIf 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 • Mar 12Market Cool On Smartlink Holdings Limited's (NSE:SMARTLINK) Revenues Pushing Shares 25% LowerTo the annoyance of some shareholders, Smartlink Holdings Limited ( NSE:SMARTLINK ) shares are down a considerable 25...Reported Earnings • Feb 11Third quarter 2025 earnings released: EPS: ₹2.55 (vs ₹1.22 loss in 3Q 2024)Third quarter 2025 results: EPS: ₹2.55 (up from ₹1.22 loss in 3Q 2024). Revenue: ₹564.2m (up 40% from 3Q 2024). Net income: ₹25.4m (up ₹37.6m from 3Q 2024). Profit margin: 4.5% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Dec 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹219, the stock trades at a trailing P/E ratio of 28.4x. Average trailing P/E is 37x in the Communications industry in India. Total returns to shareholders of 109% over the past three years.Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: ₹0.68 (vs ₹0.83 in 2Q 2024)Second quarter 2025 results: EPS: ₹0.68 (down from ₹0.83 in 2Q 2024). Revenue: ₹586.9m (up 13% from 2Q 2024). Net income: ₹6.70m (down 19% from 2Q 2024). Profit margin: 1.1% (down from 1.6% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.お知らせ • Oct 26Smartlink Holdings Limited to Report Q2, 2025 Results on Nov 07, 2024Smartlink Holdings Limited announced that they will report Q2, 2025 results on Nov 07, 2024分析記事 • Sep 25What Smartlink Holdings Limited's (NSE:SMARTLINK) 28% Share Price Gain Is Not Telling YouSmartlink Holdings Limited ( NSE:SMARTLINK ) shares have had a really impressive month, gaining 28% after a shaky...Valuation Update With 7 Day Price Move • Sep 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹308, the stock trades at a trailing P/E ratio of 39.1x. Average trailing P/E is 37x in the Communications industry in India. Total returns to shareholders of 169% over the past three years.お知らせ • Sep 11Smartlink Holdings Limited Announces Completion of Tenure of Bhanubhai Ramjibhai Patel as Independent DirectorSmartlink Holdings Limited announced that Mr. Bhanubhai Ramjibhai Patel (DIN 00223115) has completed his second term as Independent Director of the Company on September 08, 2024 and consequently ceased to be Director of the Company. The Board of Directors and the Management of the Company expressed deep appreciation and gratitude to Mr. Bhanubhai Patel for his invaluable contribution made during his tenure on the Board of Directors of the Company.分析記事 • Sep 05Smartlink Holdings (NSE:SMARTLINK) Is Experiencing Growth In Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...Reported Earnings • Aug 11First quarter 2025 earnings released: ₹0.45 loss per share (vs ₹1.24 loss in 1Q 2024)First quarter 2025 results: ₹0.45 loss per share (improved from ₹1.24 loss in 1Q 2024). Revenue: ₹428.3m (up 12% from 1Q 2024). Net loss: ₹4.44m (loss narrowed 64% from 1Q 2024). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 26Smartlink Holdings Limited to Report Q1, 2025 Results on Aug 10, 2024Smartlink Holdings Limited announced that they will report Q1, 2025 results at 12:08 PM, Indian Standard Time on Aug 10, 2024お知らせ • Jul 18Smartlink Holdings Limited, Annual General Meeting, Aug 10, 2024Smartlink Holdings Limited, Annual General Meeting, Aug 10, 2024, at 11:00 Indian Standard Time. Location: l-7, verna industrial, estate, verna, salcete, goa, 403722, IndiaValuation Update With 7 Day Price Move • Jul 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹324, the stock trades at a trailing P/E ratio of 45.8x. Average trailing P/E is 47x in the Communications industry in India. Total returns to shareholders of 155% over the past three years.New Risk • May 28New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.06% net profit margin). Market cap is less than US$100m (₹2.89b market cap, or US$34.8m).Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 34%After last week's 34% share price gain to ₹309, the stock trades at a trailing P/E ratio of 43.6x. Average trailing P/E is 44x in the Communications industry in India. Total returns to shareholders of 239% over the past three years.Reported Earnings • May 10Full year 2024 earnings released: EPS: ₹7.08 (vs ₹19.29 in FY 2023)Full year 2024 results: EPS: ₹7.08 (down from ₹19.29 in FY 2023). Revenue: ₹2.10b (up 29% from FY 2023). Net income: ₹70.6m (down 63% from FY 2023). Profit margin: 3.4% (down from 12% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Apr 24Smartlink Holdings Limited's (NSE:SMARTLINK) Share Price Boosted 25% But Its Business Prospects Need A Lift TooSmartlink Holdings Limited ( NSE:SMARTLINK ) shareholders would be excited to see that the share price has had a great...Buy Or Sell Opportunity • Apr 19Now 20% overvaluedOver the last 90 days, the stock has fallen 5.6% to ₹173. The fair value is estimated to be ₹144, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last 3 years. Earnings per share has grown by 32%.Buy Or Sell Opportunity • Apr 01Now 20% overvaluedOver the last 90 days, the stock has fallen 3.8% to ₹174. The fair value is estimated to be ₹145, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last 3 years. Earnings per share has grown by 32%.Recent Insider Transactions • Mar 19Executive Chairman recently bought ₹6.2m worth of stockOn the 15th of March, Kamalaksha Naik bought around 38k shares on-market at roughly ₹165 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Kamalaksha has been a buyer over the last 12 months, purchasing a net total of ₹26m worth in shares.Buy Or Sell Opportunity • Mar 02Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 1.6% to ₹171. The fair value is estimated to be ₹142, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last 3 years. Earnings per share has grown by 32%.Buy Or Sell Opportunity • Feb 14Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at ₹173. The fair value is estimated to be ₹142, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last 3 years. Earnings per share has grown by 32%.Reported Earnings • Feb 10Third quarter 2024 earnings released: ₹1.22 loss per share (vs ₹17.55 profit in 3Q 2023)Third quarter 2024 results: ₹1.22 loss per share (down from ₹17.55 profit in 3Q 2023). Revenue: ₹404.2m (up 7.3% from 3Q 2023). Net loss: ₹12.1m (down 107% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 14Second quarter 2024 earnings released: EPS: ₹0.83 (vs ₹0.02 loss in 2Q 2023)Second quarter 2024 results: EPS: ₹0.83 (up from ₹0.02 loss in 2Q 2023). Revenue: ₹518.2m (up 11% from 2Q 2023). Net income: ₹8.26m (up ₹8.48m from 2Q 2023). Profit margin: 1.6% (up from 0% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Sep 29Executive Chairman recently bought ₹3.2m worth of stockOn the 27th of September, Kamalaksha Naik bought around 18k shares on-market at roughly ₹178 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Kamalaksha has been a buyer over the last 12 months, purchasing a net total of ₹22m worth in shares.お知らせ • Sep 09Smartlink Holdings Limited Announces Executive ChangesSmartlink Holdings Limited informed that Board of Directors of the Company approved and noted that Ms. Urjita Damle, Company Secretary and Compliance Officer of the Company will proceed on maternity leave with effect from September 11, 2023 and until she resumes office, Mr. K. G. Prabhu, Qualified Company Secretary having ICSI membership number A13115 will assume the role of Compliance Officer of the Company and will take care of all the compliances applicable to the Company in her absence. Mr. K.G. Prabhu is a qualified Company Secretary (ICSI Membership number A13115) and Cost and Management Accountant. Currently working as Chief Financial Officer of the Company, Mr. K.G. Prabhu focuses on leading and aligning the finance function to be in lock-step with the needs of the business.Reported Earnings • Jul 27Full year 2023 earnings released: EPS: ₹19.29 (vs ₹9.90 in FY 2022)Full year 2023 results: EPS: ₹19.29 (up from ₹9.90 in FY 2022). Revenue: ₹1.63b (up 105% from FY 2022). Net income: ₹192.4m (up 85% from FY 2022). Profit margin: 12% (down from 13% in FY 2022). Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 26+ 3 more updatesSmartlink Holdings Limited to Report Q3, 2024 Results on Feb 14, 2024Smartlink Holdings Limited announced that they will report Q3, 2024 results on Feb 14, 2024Reported Earnings • May 19Full year 2023 earnings released: EPS: ₹19.29 (vs ₹9.90 in FY 2022)Full year 2023 results: EPS: ₹19.29 (up from ₹9.90 in FY 2022). Revenue: ₹1.64b (up 106% from FY 2022). Net income: ₹192.4m (up 85% from FY 2022). Profit margin: 12% (down from 13% in FY 2022). Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.お知らせ • May 19Smartlink Holdings Limited to Report Q4, 2023 Results on May 17, 2023Smartlink Holdings Limited announced that they will report Q4, 2023 results on May 17, 2023Recent Insider Transactions • Mar 31Executive Chairman recently bought ₹8.1m worth of stockOn the 29th of March, Kamalaksha Naik bought around 55k shares on-market at roughly ₹147 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Kamalaksha has been a buyer over the last 12 months, purchasing a net total of ₹18m worth in shares.Recent Insider Transactions • Mar 18Executive Chairman recently bought ₹1.5m worth of stockOn the 16th of March, Kamalaksha Naik bought around 10k shares on-market at roughly ₹144 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth ₹4.9m. Kamalaksha has been a buyer over the last 12 months, purchasing a net total of ₹8.6m worth in shares.Recent Insider Transactions • Mar 03Executive Chairman recently bought ₹2.3m worth of stockOn the 1st of March, Kamalaksha Naik bought around 16k shares on-market at roughly ₹138 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Kamalaksha's only on-market trade for the last 12 months.Reported Earnings • Feb 10Third quarter 2023 earnings released: EPS: ₹17.55 (vs ₹1.67 in 3Q 2022)Third quarter 2023 results: EPS: ₹17.55 (up from ₹1.67 in 3Q 2022). Revenue: ₹386.9m (up 118% from 3Q 2022). Net income: ₹175.0m (up ₹158.4m from 3Q 2022). Profit margin: 45% (up from 9.3% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 26Smartlink Holdings Limited to Report Q3, 2023 Results on Feb 09, 2023Smartlink Holdings Limited announced that they will report Q3, 2023 results on Feb 09, 2023分析記事 • Dec 26Here's Why Smartlink Holdings (NSE:SMARTLINK) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 5 highly experienced directors. COO & Executive Director Arati Naik was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 05Second quarter 2023 earnings released: ₹0.02 loss per share (vs ₹2.56 profit in 2Q 2022)Second quarter 2023 results: ₹0.02 loss per share (down from ₹2.56 profit in 2Q 2022). Revenue: ₹468.8m (up 157% from 2Q 2022). Net loss: ₹217.0k (down 101% from profit in 2Q 2022). Profit margin: 0% (down from 15% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.分析記事 • Oct 25Returns On Capital Are Showing Encouraging Signs At Smartlink Holdings (NSE:SMARTLINK)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improved over the past weekAfter last week's 23% share price gain to ₹161, the stock trades at a trailing P/E ratio of 15.8x. Average trailing P/E is 24x in the Communications industry in India. Total returns to shareholders of 82% over the past three years.お知らせ • Oct 22Smartlink Holdings Limited to Report Q2, 2023 Results on Nov 03, 2022Smartlink Holdings Limited announced that they will report Q2, 2023 results on Nov 03, 2022お知らせ • Aug 29Smartlink Holdings Limited, Annual General Meeting, Sep 23, 2022Smartlink Holdings Limited, Annual General Meeting, Sep 23, 2022, at 11:00 Indian Standard Time. Location: L-7,Verna Industrial Estate, Verna, Salcete Goa India Agenda: To receive, consider, approve and adopt the Audited Standalone and Consolidated Financial Statements of the Company for the year ended March 31, 2022, together with the Report of the Board of Directors and Auditors thereon; to appoint a Director in place of Ms. Arati Naik who retires by rotation and being eligible, offers herself for re-appointment and to appointment of statutory auditors.Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: ₹0.03 (vs ₹0.24 in 1Q 2022)First quarter 2023 results: EPS: ₹0.03 (down from ₹0.24 in 1Q 2022). Revenue: ₹292.6m (up 86% from 1Q 2022). Net income: ₹318.0k (down 89% from 1Q 2022). Profit margin: 0.1% (down from 1.8% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 26Smartlink Holdings Limited to Report Q1, 2023 Results on Aug 04, 2022Smartlink Holdings Limited announced that they will report Q1, 2023 results on Aug 04, 2022Buying Opportunity • Jul 14Now 20% undervaluedOver the last 90 days, the stock is up 7.6%. The fair value is estimated to be ₹178, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Meanwhile, the company has become profitable.Valuation Update With 7 Day Price Move • Jul 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹135, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 25x in the Communications industry in India. Total returns to shareholders of 54% over the past three years.分析記事 • Jun 21We Think Smartlink Holdings (NSE:SMARTLINK) Can Stay On Top Of Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • May 16Full year 2022 earnings released: EPS: ₹9.90 (vs ₹7.80 in FY 2021)Full year 2022 results: EPS: ₹9.90 (up from ₹7.80 in FY 2021). Revenue: ₹804.3m (up 14% from FY 2021). Net income: ₹103.9m (flat on FY 2021). Profit margin: 13% (down from 15% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. COO & Executive Director Arati Naik was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹133, the stock trades at a trailing P/E ratio of 16.7x. Average trailing P/E is 28x in the Communications industry in India. Total returns to shareholders of 54% over the past three years.分析記事 • Apr 06Should You Be Adding Smartlink Holdings (NSE:SMARTLINK) To Your Watchlist Today?Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...分析記事 • Feb 12Smartlink Holdings Limited's (NSE:SMARTLINK) Share Price Is Matching Sentiment Around Its EarningsWith a price-to-earnings (or "P/E") ratio of 18.9x Smartlink Holdings Limited ( NSE:SMARTLINK ) may be sending bullish...Reported Earnings • Feb 11Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹1.67 (down from ₹2.44 in 3Q 2021). Revenue: ₹179.7m (down 17% from 3Q 2021). Net income: ₹16.6m (down 49% from 3Q 2021). Profit margin: 9.2% (down from 15% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Dec 24Investor sentiment improved over the past weekAfter last week's 30% share price gain to ₹143, the stock trades at a trailing P/E ratio of 14.9x. Average trailing P/E is 24x in the Communications industry in India. Total returns to shareholders of 68% over the past three years.分析記事 • Nov 08Smartlink Holdings' (NSE:SMARTLINK) Profits Appear To Have Quality IssuesThe recent earnings posted by Smartlink Holdings Limited ( NSE:SMARTLINK ) were solid, but the stock didn't move as...Reported Earnings • Nov 07Second quarter 2022 earnings released: EPS ₹2.56 (vs ₹1.52 in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: ₹184.4m (down 4.3% from 2Q 2021). Net income: ₹28.0m (up 38% from 2Q 2021). Profit margin: 15% (up from 11% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₹123, the stock trades at a trailing P/E ratio of 18.2x. Average trailing P/E is 27x in the Communications industry in India. Total returns to shareholders of 26% over the past three years.Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹127, the stock trades at a trailing P/E ratio of 61.6x. Average trailing P/E is 40x in the Communications industry in India. Total returns to shareholders of 36% over the past three years.Valuation Update With 7 Day Price Move • Jun 21Investor sentiment improved over the past weekAfter last week's 27% share price gain to ₹122, the stock trades at a trailing P/E ratio of 59.1x. Average trailing P/E is 42x in the Communications industry in India. Total returns to shareholders of 27% over the past three years.分析記事 • Mar 30Is Smartlink Holdings (NSE:SMARTLINK) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Reported Earnings • Feb 15Third quarter 2021 earnings released: EPS ₹2.44 (vs ₹2.88 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₹220.4m (up 21% from 3Q 2020). Net income: ₹32.4m (up ₹78.7m from 3Q 2020). Profit margin: 15% (up from net loss in 3Q 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.分析記事 • Dec 14Does Smartlink Holdings (NSE:SMARTLINK) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Is New 90 Day High Low • Dec 02New 90-day high: ₹87.75The company is up 22% from its price of ₹71.80 on 03 September 2020. The Indian market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is down 2.0% over the same period.お知らせ • Nov 19+ 1 more updateSmartlink Holdings Limited to Report Q3, 2021 Results on Feb 14, 2021Smartlink Holdings Limited announced that they will report Q3, 2021 results on Feb 14, 2021お知らせ • Nov 18Smartlink Holdings Limited, Annual General Meeting, Dec 11, 2020Smartlink Holdings Limited, Annual General Meeting, Dec 11, 2020, at 11:00 Indian Standard Time. Location: the registered office of the Company at L-7 Verna Industrial Estate, Verna Salcete Goa India Agenda: To receive, consider approve and adopt the audited standalone and consolidated financial statements of the company for the year ended 31st March, 2020, together with the report of the board of directors and auditors thereon; to re-appointment of directors; and to consider and if thought fit, to pass special resolution for sharing/distribution of profit not exceeding 1% amongst the non-executive director.Reported Earnings • Nov 04Second quarter 2021 earnings released: EPS ₹1.52The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: ₹195.3m (down 13% from 2Q 2020). Net income: ₹20.2m (up ₹57.2m from 2Q 2020). Profit margin: 10% (up from net loss in 2Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.お知らせ • Sep 03Smartlink Holdings Limited to Report Q1, 2021 Results on Sep 14, 2020Smartlink Holdings Limited announced that they will report Q1, 2021 results on Sep 14, 2020 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、Smartlink Holdings 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:SMARTLINK - 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3/31/20262,799131114152N/A12/31/20252,450101N/AN/AN/A9/30/20252,357104-76-69N/A6/30/20252,21892N/AN/AN/A3/31/20252,24366-95-61N/A12/31/20242,361115N/AN/AN/A9/30/20242,20377123190N/A6/30/20242,13579N/AN/AN/A3/31/20242,08371-34-2N/A12/31/20231,8041N/AN/AN/A9/30/20231,77918859101N/A6/30/20231,729180N/AN/AN/A3/31/20231,631192-300-259N/A12/31/20221,410232N/AN/AN/A9/30/20221,21173-218-189N/A6/30/2022924101N/AN/AN/A3/31/2022797104377420N/A12/31/202164780N/AN/AN/A9/30/202168596353370N/A6/30/202169588N/AN/AN/A3/31/20217031042931N/A12/31/202069828N/AN/AN/A9/30/2020683-51558580N/A6/30/2020714-108N/AN/AN/A3/31/2020733-140574743N/A12/31/2019914-84N/AN/AN/A9/30/2019987-61N/AN/AN/A6/30/20191,048-22N/AN/AN/A3/31/20191,065-28N/A556N/A12/31/20181,043-15N/AN/AN/A9/30/20181,04025N/AN/AN/A6/30/20181,03624N/AN/AN/A3/31/2018975-32N/A-90N/A12/31/2017945-84N/AN/AN/A9/30/20171,380-183N/AN/AN/A6/30/20171,054-145N/AN/AN/A3/31/20171,037-97N/A-337N/A12/31/20161,027-4N/AN/AN/A9/30/201668741N/AN/AN/A6/30/201674938N/AN/AN/A3/31/201670544N/A-261N/A12/31/201565756N/AN/AN/A9/30/201569377N/AN/AN/A6/30/2015761101N/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: SMARTLINK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: SMARTLINK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: SMARTLINK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: SMARTLINK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: SMARTLINK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: SMARTLINK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2026/05/27 16:22終値2026/05/27 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Smartlink Holdings Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Karan MittalICICIdirect.com
Reported Earnings • May 19Full year 2026 earnings released: EPS: ₹13.18 (vs ₹6.62 in FY 2025)Full year 2026 results: EPS: ₹13.18 (up from ₹6.62 in FY 2025). Revenue: ₹2.80b (up 25% from FY 2025). Net income: ₹131.5m (up 99% from FY 2025). Profit margin: 4.7% (up from 2.9% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • May 14Smartlink Holdings Limited announces Annual dividendSmartlink Holdings Limited announced Annual dividend of INR 2.0000 per share, ex-date on July 10, 2026 and record date on July 10, 2026.
New Risk • May 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 9.3% 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (9.3% average weekly change). Market cap is less than US$100m (₹1.78b market cap, or US$18.6m).
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 31%After last week's 31% share price gain to ₹178, the stock trades at a trailing P/E ratio of 17.6x. Average trailing P/E is 64x in the Communications industry in India. Total returns to shareholders of 16% over the past three years.
Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹147, the stock trades at a trailing P/E ratio of 14.5x. Average trailing P/E is 55x in the Communications industry in India. Total loss to shareholders of 3.7% over the past three years.
お知らせ • Apr 18Smartlink Holdings Limited to Report Q4, 2026 Results on May 13, 2026Smartlink Holdings Limited announced that they will report Q4, 2026 results on May 13, 2026
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: ₹2.24 (vs ₹2.55 in 3Q 2025)Third quarter 2026 results: EPS: ₹2.24 (down from ₹2.55 in 3Q 2025). Revenue: ₹657.9m (up 22% from 3Q 2025). Net income: ₹22.4m (down 12% from 3Q 2025). Profit margin: 3.4% (down from 4.7% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 21Smartlink Holdings Limited to Report Q3, 2026 Results on Feb 06, 2026Smartlink Holdings Limited announced that they will report Q3, 2026 results on Feb 06, 2026
Reported Earnings • Nov 07Second quarter 2026 earnings released: EPS: ₹1.87 (vs ₹0.68 in 2Q 2025)Second quarter 2026 results: EPS: ₹1.87 (up from ₹0.68 in 2Q 2025). Revenue: ₹725.7m (up 24% from 2Q 2025). Net income: ₹18.6m (up 178% from 2Q 2025). Profit margin: 2.6% (up from 1.1% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 16Smartlink Holdings Limited to Report Q2, 2026 Results on Nov 06, 2025Smartlink Holdings Limited announced that they will report Q2, 2026 results on Nov 06, 2025
分析記事 • Oct 16Smartlink Holdings Limited's (NSE:SMARTLINK) Business And Shares Still Trailing The MarketSmartlink Holdings Limited's ( NSE:SMARTLINK ) price-to-earnings (or "P/E") ratio of 14.1x might make it look like a...
お知らせ • Aug 02Smartlink Holdings Limited to Report Q1, 2026 Results on Aug 12, 2025Smartlink Holdings Limited announced that they will report Q1, 2026 results on Aug 12, 2025
Reported Earnings • Jul 20Full year 2025 earnings released: EPS: ₹6.62 (vs ₹7.08 in FY 2024)Full year 2025 results: EPS: ₹6.62 (down from ₹7.08 in FY 2024). Revenue: ₹2.24b (up 7.7% from FY 2024). Net income: ₹66.1m (down 6.4% from FY 2024). Profit margin: 2.9% (down from 3.4% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Jul 16Smartlink Holdings Limited, Annual General Meeting, Aug 13, 2025Smartlink Holdings Limited, Annual General Meeting, Aug 13, 2025, at 11:00 Indian Standard Time. Location: l-7, verna industrial estate, verna, salcete, goa, 403722, India
分析記事 • May 15Smartlink Holdings Limited (NSE:SMARTLINK) Surges 27% Yet Its Low P/E Is No Reason For ExcitementSmartlink Holdings Limited ( NSE:SMARTLINK ) shareholders are no doubt pleased to see that the share price has bounced...
Reported Earnings • May 11Full year 2025 earnings released: EPS: ₹6.62 (vs ₹7.08 in FY 2024)Full year 2025 results: EPS: ₹6.62 (down from ₹7.08 in FY 2024). Revenue: ₹2.26b (up 8.2% from FY 2024). Net income: ₹66.1m (down 6.4% from FY 2024). Profit margin: 2.9% (down from 3.4% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • May 02Smartlink Holdings Limited to Report Q4, 2025 Results on May 09, 2025Smartlink Holdings Limited announced that they will report Q4, 2025 results on May 09, 2025
Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹143, the stock trades at a trailing P/E ratio of 12.4x. Average trailing P/E is 29x in the Communications industry in India. Total returns to shareholders of 15% over the past three years.
分析記事 • Apr 17Investors Will Want Smartlink Holdings' (NSE:SMARTLINK) Growth In ROCE To PersistIf 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 • Mar 12Market Cool On Smartlink Holdings Limited's (NSE:SMARTLINK) Revenues Pushing Shares 25% LowerTo the annoyance of some shareholders, Smartlink Holdings Limited ( NSE:SMARTLINK ) shares are down a considerable 25...
Reported Earnings • Feb 11Third quarter 2025 earnings released: EPS: ₹2.55 (vs ₹1.22 loss in 3Q 2024)Third quarter 2025 results: EPS: ₹2.55 (up from ₹1.22 loss in 3Q 2024). Revenue: ₹564.2m (up 40% from 3Q 2024). Net income: ₹25.4m (up ₹37.6m from 3Q 2024). Profit margin: 4.5% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Dec 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹219, the stock trades at a trailing P/E ratio of 28.4x. Average trailing P/E is 37x in the Communications industry in India. Total returns to shareholders of 109% over the past three years.
Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: ₹0.68 (vs ₹0.83 in 2Q 2024)Second quarter 2025 results: EPS: ₹0.68 (down from ₹0.83 in 2Q 2024). Revenue: ₹586.9m (up 13% from 2Q 2024). Net income: ₹6.70m (down 19% from 2Q 2024). Profit margin: 1.1% (down from 1.6% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
お知らせ • Oct 26Smartlink Holdings Limited to Report Q2, 2025 Results on Nov 07, 2024Smartlink Holdings Limited announced that they will report Q2, 2025 results on Nov 07, 2024
分析記事 • Sep 25What Smartlink Holdings Limited's (NSE:SMARTLINK) 28% Share Price Gain Is Not Telling YouSmartlink Holdings Limited ( NSE:SMARTLINK ) shares have had a really impressive month, gaining 28% after a shaky...
Valuation Update With 7 Day Price Move • Sep 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹308, the stock trades at a trailing P/E ratio of 39.1x. Average trailing P/E is 37x in the Communications industry in India. Total returns to shareholders of 169% over the past three years.
お知らせ • Sep 11Smartlink Holdings Limited Announces Completion of Tenure of Bhanubhai Ramjibhai Patel as Independent DirectorSmartlink Holdings Limited announced that Mr. Bhanubhai Ramjibhai Patel (DIN 00223115) has completed his second term as Independent Director of the Company on September 08, 2024 and consequently ceased to be Director of the Company. The Board of Directors and the Management of the Company expressed deep appreciation and gratitude to Mr. Bhanubhai Patel for his invaluable contribution made during his tenure on the Board of Directors of the Company.
分析記事 • Sep 05Smartlink Holdings (NSE:SMARTLINK) Is Experiencing Growth In Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
Reported Earnings • Aug 11First quarter 2025 earnings released: ₹0.45 loss per share (vs ₹1.24 loss in 1Q 2024)First quarter 2025 results: ₹0.45 loss per share (improved from ₹1.24 loss in 1Q 2024). Revenue: ₹428.3m (up 12% from 1Q 2024). Net loss: ₹4.44m (loss narrowed 64% from 1Q 2024). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 26Smartlink Holdings Limited to Report Q1, 2025 Results on Aug 10, 2024Smartlink Holdings Limited announced that they will report Q1, 2025 results at 12:08 PM, Indian Standard Time on Aug 10, 2024
お知らせ • Jul 18Smartlink Holdings Limited, Annual General Meeting, Aug 10, 2024Smartlink Holdings Limited, Annual General Meeting, Aug 10, 2024, at 11:00 Indian Standard Time. Location: l-7, verna industrial, estate, verna, salcete, goa, 403722, India
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹324, the stock trades at a trailing P/E ratio of 45.8x. Average trailing P/E is 47x in the Communications industry in India. Total returns to shareholders of 155% over the past three years.
New Risk • May 28New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.06% net profit margin). Market cap is less than US$100m (₹2.89b market cap, or US$34.8m).
Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 34%After last week's 34% share price gain to ₹309, the stock trades at a trailing P/E ratio of 43.6x. Average trailing P/E is 44x in the Communications industry in India. Total returns to shareholders of 239% over the past three years.
Reported Earnings • May 10Full year 2024 earnings released: EPS: ₹7.08 (vs ₹19.29 in FY 2023)Full year 2024 results: EPS: ₹7.08 (down from ₹19.29 in FY 2023). Revenue: ₹2.10b (up 29% from FY 2023). Net income: ₹70.6m (down 63% from FY 2023). Profit margin: 3.4% (down from 12% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Apr 24Smartlink Holdings Limited's (NSE:SMARTLINK) Share Price Boosted 25% But Its Business Prospects Need A Lift TooSmartlink Holdings Limited ( NSE:SMARTLINK ) shareholders would be excited to see that the share price has had a great...
Buy Or Sell Opportunity • Apr 19Now 20% overvaluedOver the last 90 days, the stock has fallen 5.6% to ₹173. The fair value is estimated to be ₹144, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last 3 years. Earnings per share has grown by 32%.
Buy Or Sell Opportunity • Apr 01Now 20% overvaluedOver the last 90 days, the stock has fallen 3.8% to ₹174. The fair value is estimated to be ₹145, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last 3 years. Earnings per share has grown by 32%.
Recent Insider Transactions • Mar 19Executive Chairman recently bought ₹6.2m worth of stockOn the 15th of March, Kamalaksha Naik bought around 38k shares on-market at roughly ₹165 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Kamalaksha has been a buyer over the last 12 months, purchasing a net total of ₹26m worth in shares.
Buy Or Sell Opportunity • Mar 02Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 1.6% to ₹171. The fair value is estimated to be ₹142, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last 3 years. Earnings per share has grown by 32%.
Buy Or Sell Opportunity • Feb 14Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at ₹173. The fair value is estimated to be ₹142, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last 3 years. Earnings per share has grown by 32%.
Reported Earnings • Feb 10Third quarter 2024 earnings released: ₹1.22 loss per share (vs ₹17.55 profit in 3Q 2023)Third quarter 2024 results: ₹1.22 loss per share (down from ₹17.55 profit in 3Q 2023). Revenue: ₹404.2m (up 7.3% from 3Q 2023). Net loss: ₹12.1m (down 107% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 14Second quarter 2024 earnings released: EPS: ₹0.83 (vs ₹0.02 loss in 2Q 2023)Second quarter 2024 results: EPS: ₹0.83 (up from ₹0.02 loss in 2Q 2023). Revenue: ₹518.2m (up 11% from 2Q 2023). Net income: ₹8.26m (up ₹8.48m from 2Q 2023). Profit margin: 1.6% (up from 0% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Sep 29Executive Chairman recently bought ₹3.2m worth of stockOn the 27th of September, Kamalaksha Naik bought around 18k shares on-market at roughly ₹178 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Kamalaksha has been a buyer over the last 12 months, purchasing a net total of ₹22m worth in shares.
お知らせ • Sep 09Smartlink Holdings Limited Announces Executive ChangesSmartlink Holdings Limited informed that Board of Directors of the Company approved and noted that Ms. Urjita Damle, Company Secretary and Compliance Officer of the Company will proceed on maternity leave with effect from September 11, 2023 and until she resumes office, Mr. K. G. Prabhu, Qualified Company Secretary having ICSI membership number A13115 will assume the role of Compliance Officer of the Company and will take care of all the compliances applicable to the Company in her absence. Mr. K.G. Prabhu is a qualified Company Secretary (ICSI Membership number A13115) and Cost and Management Accountant. Currently working as Chief Financial Officer of the Company, Mr. K.G. Prabhu focuses on leading and aligning the finance function to be in lock-step with the needs of the business.
Reported Earnings • Jul 27Full year 2023 earnings released: EPS: ₹19.29 (vs ₹9.90 in FY 2022)Full year 2023 results: EPS: ₹19.29 (up from ₹9.90 in FY 2022). Revenue: ₹1.63b (up 105% from FY 2022). Net income: ₹192.4m (up 85% from FY 2022). Profit margin: 12% (down from 13% in FY 2022). Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 26+ 3 more updatesSmartlink Holdings Limited to Report Q3, 2024 Results on Feb 14, 2024Smartlink Holdings Limited announced that they will report Q3, 2024 results on Feb 14, 2024
Reported Earnings • May 19Full year 2023 earnings released: EPS: ₹19.29 (vs ₹9.90 in FY 2022)Full year 2023 results: EPS: ₹19.29 (up from ₹9.90 in FY 2022). Revenue: ₹1.64b (up 106% from FY 2022). Net income: ₹192.4m (up 85% from FY 2022). Profit margin: 12% (down from 13% in FY 2022). Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
お知らせ • May 19Smartlink Holdings Limited to Report Q4, 2023 Results on May 17, 2023Smartlink Holdings Limited announced that they will report Q4, 2023 results on May 17, 2023
Recent Insider Transactions • Mar 31Executive Chairman recently bought ₹8.1m worth of stockOn the 29th of March, Kamalaksha Naik bought around 55k shares on-market at roughly ₹147 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Kamalaksha has been a buyer over the last 12 months, purchasing a net total of ₹18m worth in shares.
Recent Insider Transactions • Mar 18Executive Chairman recently bought ₹1.5m worth of stockOn the 16th of March, Kamalaksha Naik bought around 10k shares on-market at roughly ₹144 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth ₹4.9m. Kamalaksha has been a buyer over the last 12 months, purchasing a net total of ₹8.6m worth in shares.
Recent Insider Transactions • Mar 03Executive Chairman recently bought ₹2.3m worth of stockOn the 1st of March, Kamalaksha Naik bought around 16k shares on-market at roughly ₹138 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Kamalaksha's only on-market trade for the last 12 months.
Reported Earnings • Feb 10Third quarter 2023 earnings released: EPS: ₹17.55 (vs ₹1.67 in 3Q 2022)Third quarter 2023 results: EPS: ₹17.55 (up from ₹1.67 in 3Q 2022). Revenue: ₹386.9m (up 118% from 3Q 2022). Net income: ₹175.0m (up ₹158.4m from 3Q 2022). Profit margin: 45% (up from 9.3% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 26Smartlink Holdings Limited to Report Q3, 2023 Results on Feb 09, 2023Smartlink Holdings Limited announced that they will report Q3, 2023 results on Feb 09, 2023
分析記事 • Dec 26Here's Why Smartlink Holdings (NSE:SMARTLINK) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 5 highly experienced directors. COO & Executive Director Arati Naik was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 05Second quarter 2023 earnings released: ₹0.02 loss per share (vs ₹2.56 profit in 2Q 2022)Second quarter 2023 results: ₹0.02 loss per share (down from ₹2.56 profit in 2Q 2022). Revenue: ₹468.8m (up 157% from 2Q 2022). Net loss: ₹217.0k (down 101% from profit in 2Q 2022). Profit margin: 0% (down from 15% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
分析記事 • Oct 25Returns On Capital Are Showing Encouraging Signs At Smartlink Holdings (NSE:SMARTLINK)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improved over the past weekAfter last week's 23% share price gain to ₹161, the stock trades at a trailing P/E ratio of 15.8x. Average trailing P/E is 24x in the Communications industry in India. Total returns to shareholders of 82% over the past three years.
お知らせ • Oct 22Smartlink Holdings Limited to Report Q2, 2023 Results on Nov 03, 2022Smartlink Holdings Limited announced that they will report Q2, 2023 results on Nov 03, 2022
お知らせ • Aug 29Smartlink Holdings Limited, Annual General Meeting, Sep 23, 2022Smartlink Holdings Limited, Annual General Meeting, Sep 23, 2022, at 11:00 Indian Standard Time. Location: L-7,Verna Industrial Estate, Verna, Salcete Goa India Agenda: To receive, consider, approve and adopt the Audited Standalone and Consolidated Financial Statements of the Company for the year ended March 31, 2022, together with the Report of the Board of Directors and Auditors thereon; to appoint a Director in place of Ms. Arati Naik who retires by rotation and being eligible, offers herself for re-appointment and to appointment of statutory auditors.
Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: ₹0.03 (vs ₹0.24 in 1Q 2022)First quarter 2023 results: EPS: ₹0.03 (down from ₹0.24 in 1Q 2022). Revenue: ₹292.6m (up 86% from 1Q 2022). Net income: ₹318.0k (down 89% from 1Q 2022). Profit margin: 0.1% (down from 1.8% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 26Smartlink Holdings Limited to Report Q1, 2023 Results on Aug 04, 2022Smartlink Holdings Limited announced that they will report Q1, 2023 results on Aug 04, 2022
Buying Opportunity • Jul 14Now 20% undervaluedOver the last 90 days, the stock is up 7.6%. The fair value is estimated to be ₹178, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Meanwhile, the company has become profitable.
Valuation Update With 7 Day Price Move • Jul 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹135, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 25x in the Communications industry in India. Total returns to shareholders of 54% over the past three years.
分析記事 • Jun 21We Think Smartlink Holdings (NSE:SMARTLINK) Can Stay On Top Of Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • May 16Full year 2022 earnings released: EPS: ₹9.90 (vs ₹7.80 in FY 2021)Full year 2022 results: EPS: ₹9.90 (up from ₹7.80 in FY 2021). Revenue: ₹804.3m (up 14% from FY 2021). Net income: ₹103.9m (flat on FY 2021). Profit margin: 13% (down from 15% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. COO & Executive Director Arati Naik was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹133, the stock trades at a trailing P/E ratio of 16.7x. Average trailing P/E is 28x in the Communications industry in India. Total returns to shareholders of 54% over the past three years.
分析記事 • Apr 06Should You Be Adding Smartlink Holdings (NSE:SMARTLINK) To Your Watchlist Today?Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
分析記事 • Feb 12Smartlink Holdings Limited's (NSE:SMARTLINK) Share Price Is Matching Sentiment Around Its EarningsWith a price-to-earnings (or "P/E") ratio of 18.9x Smartlink Holdings Limited ( NSE:SMARTLINK ) may be sending bullish...
Reported Earnings • Feb 11Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹1.67 (down from ₹2.44 in 3Q 2021). Revenue: ₹179.7m (down 17% from 3Q 2021). Net income: ₹16.6m (down 49% from 3Q 2021). Profit margin: 9.2% (down from 15% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Dec 24Investor sentiment improved over the past weekAfter last week's 30% share price gain to ₹143, the stock trades at a trailing P/E ratio of 14.9x. Average trailing P/E is 24x in the Communications industry in India. Total returns to shareholders of 68% over the past three years.
分析記事 • Nov 08Smartlink Holdings' (NSE:SMARTLINK) Profits Appear To Have Quality IssuesThe recent earnings posted by Smartlink Holdings Limited ( NSE:SMARTLINK ) were solid, but the stock didn't move as...
Reported Earnings • Nov 07Second quarter 2022 earnings released: EPS ₹2.56 (vs ₹1.52 in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: ₹184.4m (down 4.3% from 2Q 2021). Net income: ₹28.0m (up 38% from 2Q 2021). Profit margin: 15% (up from 11% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₹123, the stock trades at a trailing P/E ratio of 18.2x. Average trailing P/E is 27x in the Communications industry in India. Total returns to shareholders of 26% over the past three years.
Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹127, the stock trades at a trailing P/E ratio of 61.6x. Average trailing P/E is 40x in the Communications industry in India. Total returns to shareholders of 36% over the past three years.
Valuation Update With 7 Day Price Move • Jun 21Investor sentiment improved over the past weekAfter last week's 27% share price gain to ₹122, the stock trades at a trailing P/E ratio of 59.1x. Average trailing P/E is 42x in the Communications industry in India. Total returns to shareholders of 27% over the past three years.
分析記事 • Mar 30Is Smartlink Holdings (NSE:SMARTLINK) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Reported Earnings • Feb 15Third quarter 2021 earnings released: EPS ₹2.44 (vs ₹2.88 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₹220.4m (up 21% from 3Q 2020). Net income: ₹32.4m (up ₹78.7m from 3Q 2020). Profit margin: 15% (up from net loss in 3Q 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
分析記事 • Dec 14Does Smartlink Holdings (NSE:SMARTLINK) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Is New 90 Day High Low • Dec 02New 90-day high: ₹87.75The company is up 22% from its price of ₹71.80 on 03 September 2020. The Indian market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is down 2.0% over the same period.
お知らせ • Nov 19+ 1 more updateSmartlink Holdings Limited to Report Q3, 2021 Results on Feb 14, 2021Smartlink Holdings Limited announced that they will report Q3, 2021 results on Feb 14, 2021
お知らせ • Nov 18Smartlink Holdings Limited, Annual General Meeting, Dec 11, 2020Smartlink Holdings Limited, Annual General Meeting, Dec 11, 2020, at 11:00 Indian Standard Time. Location: the registered office of the Company at L-7 Verna Industrial Estate, Verna Salcete Goa India Agenda: To receive, consider approve and adopt the audited standalone and consolidated financial statements of the company for the year ended 31st March, 2020, together with the report of the board of directors and auditors thereon; to re-appointment of directors; and to consider and if thought fit, to pass special resolution for sharing/distribution of profit not exceeding 1% amongst the non-executive director.
Reported Earnings • Nov 04Second quarter 2021 earnings released: EPS ₹1.52The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: ₹195.3m (down 13% from 2Q 2020). Net income: ₹20.2m (up ₹57.2m from 2Q 2020). Profit margin: 10% (up from net loss in 2Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 03Smartlink Holdings Limited to Report Q1, 2021 Results on Sep 14, 2020Smartlink Holdings Limited announced that they will report Q1, 2021 results on Sep 14, 2020