View Future GrowthKnowledge Marine & Engineering Works 過去の業績過去 基準チェック /46Knowledge Marine & Engineering Worksは、平均年間27.5%の収益成長を遂げていますが、 Shipping業界の収益は、年間 成長しています。収益は、平均年間21.2% 25.6%収益成長率で 成長しています。 Knowledge Marine & Engineering Worksの自己資本利益率は13.8%であり、純利益率は30.7%です。主要情報27.52%収益成長率24.67%EPS成長率Shipping 業界の成長48.77%収益成長率25.64%株主資本利益率13.81%ネット・マージン30.75%前回の決算情報31 Mar 2026最近の業績更新分析記事 • Jun 08Knowledge Marine & Engineering Works' (NSE:KMEW) Earnings Aren't As Good As They AppearThe latest earnings release from Knowledge Marine & Engineering Works Limited ( NSE:KMEW ) disappointed investors. Our...Reported Earnings • May 31Full year 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2026 results: EPS: ₹34.57 (up from ₹22.96 in FY 2025). Revenue: ₹2.72b (up 35% from FY 2025). Net income: ₹788.0m (up 59% from FY 2025). Profit margin: 29% (up from 25% in FY 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 16%. Revenue is forecast to grow 50% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Shipping industry in Asia.お知らせ • May 26Knowledge Marine & Engineering Works Limited to Report Q4, 2026 Results on May 29, 2026Knowledge Marine & Engineering Works Limited announced that they will report Q4, 2026 results on May 29, 2026Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: ₹13.44 (vs ₹7.39 in 3Q 2025)Third quarter 2026 results: EPS: ₹13.44 (up from ₹7.39 in 3Q 2025). Revenue: ₹950.1m (up 65% from 3Q 2025). Net income: ₹331.1m (up 112% from 3Q 2025). Profit margin: 35% (up from 27% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 56% p.a. on average during the next 3 years, compared to a 1.1% decline forecast for the Shipping industry in Asia.お知らせ • Feb 09Knowledge Marine & Engineering Works Limited to Report Q3, 2026 Results on Feb 12, 2026Knowledge Marine & Engineering Works Limited announced that they will report Q3, 2026 results on Feb 12, 2026お知らせ • Nov 08Knowledge Marine & Engineering Works Limited to Report Q2, 2026 Results on Nov 14, 2025Knowledge Marine & Engineering Works Limited announced that they will report Q2, 2026 results at 12:15 PM, Indian Standard Time on Nov 14, 2025すべての更新を表示Recent updatesお知らせ • Jun 27Knowledge Marine & Engineering Works Limited announced that it expects to receive INR 1.499995042 billion in funding from 360 One Pipe Fund, FLC InvestCo, LLC, BOI Star Investment Managers Private LimitedKnowledge Marine & Engineering Works Limited announced a private placement of up to 764,317 equity shares at a price of INR 1,962.53 per share for gross proceeds of INR 1,499,995,042.01on June 26, 2026. The securities will be issued on preferential basis. The transaction has been approved by the board of directors of the company. The transaction is subject to approval at the extra-ordinary general meeting of the members of the company to be held on July 19, 2026. The transaction included participation from new investors 360 One Pipe Fund for INR 749,998,502.27, FLC InvestCo, LLC for INR 299,998,223.39, Bank Of India Mid & SMALL Cap Equity & Debt Fund, a fund managed by Bank of India, Asset Management Arm for INR 179,999,326.54, Bank of India Mutual Fund - Bank of India Small Cap Fund, a fund managed by BOI Star Investment Managers Private Limited for INR 269,998,989.81.New Risk • Jun 23New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). High level of non-cash earnings (78% accrual ratio).Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹2,337, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 10x in the Shipping industry in Asia. Total returns to shareholders of 180% over the past year.分析記事 • Jun 08Knowledge Marine & Engineering Works' (NSE:KMEW) Earnings Aren't As Good As They AppearThe latest earnings release from Knowledge Marine & Engineering Works Limited ( NSE:KMEW ) disappointed investors. Our...Reported Earnings • May 31Full year 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2026 results: EPS: ₹34.57 (up from ₹22.96 in FY 2025). Revenue: ₹2.72b (up 35% from FY 2025). Net income: ₹788.0m (up 59% from FY 2025). Profit margin: 29% (up from 25% in FY 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 16%. Revenue is forecast to grow 50% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Shipping industry in Asia.お知らせ • May 26Knowledge Marine & Engineering Works Limited to Report Q4, 2026 Results on May 29, 2026Knowledge Marine & Engineering Works Limited announced that they will report Q4, 2026 results on May 29, 2026分析記事 • May 05Does Knowledge Marine & Engineering Works (NSE:KMEW) Deserve A Spot On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Valuation Update With 7 Day Price Move • May 04Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹2,036, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 11x in the Shipping industry in Asia. Total returns to shareholders of 186% over the past year.Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: ₹13.44 (vs ₹7.39 in 3Q 2025)Third quarter 2026 results: EPS: ₹13.44 (up from ₹7.39 in 3Q 2025). Revenue: ₹950.1m (up 65% from 3Q 2025). Net income: ₹331.1m (up 112% from 3Q 2025). Profit margin: 35% (up from 27% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 56% p.a. on average during the next 3 years, compared to a 1.1% decline forecast for the Shipping industry in Asia.お知らせ • Feb 09Knowledge Marine & Engineering Works Limited to Report Q3, 2026 Results on Feb 12, 2026Knowledge Marine & Engineering Works Limited announced that they will report Q3, 2026 results on Feb 12, 2026Valuation Update With 7 Day Price Move • Jan 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹1,581, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 13x in the Shipping industry in Asia. Total returns to shareholders of 53% over the past year.分析記事 • Jan 16Returns On Capital Signal Tricky Times Ahead For Knowledge Marine & Engineering Works (NSE:KMEW)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...分析記事 • Dec 23Knowledge Marine & Engineering Works Limited's (NSE:KMEW) 30% Jump Shows Its Popularity With InvestorsKnowledge Marine & Engineering Works Limited ( NSE:KMEW ) shares have continued their recent momentum with a 30% gain...分析記事 • Dec 02Is Knowledge Marine & Engineering Works (NSE:KMEW) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...お知らせ • Nov 08Knowledge Marine & Engineering Works Limited to Report Q2, 2026 Results on Nov 14, 2025Knowledge Marine & Engineering Works Limited announced that they will report Q2, 2026 results at 12:15 PM, Indian Standard Time on Nov 14, 2025分析記事 • Nov 06What Knowledge Marine & Engineering Works Limited's (NSE:KMEW) 25% Share Price Gain Is Not Telling YouDespite an already strong run, Knowledge Marine & Engineering Works Limited ( NSE:KMEW ) shares have been powering on...Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹2,788, the stock trades at a trailing P/E ratio of 59.8x. Average trailing P/E is 17x in the Shipping industry in India.お知らせ • Sep 17Knowledge Marine & Engineering Works Limited announced that it has received INR 2.73702695 billion in funding from VIMANA CAPITAL MANAGEMENT LLP, Convergent Finance LLP and other investorsOn September 17, 2025, Knowledge Marine & Engineering Works Limited closed the transaction. The company issued 1,421,054 equity shares at a price of INR 1,900 per share for aggregate gross proceeds of INR 2,700,002,600 and 77,946 convertible warrants at a price of INR 475 for aggregate proceeds of INR 37,024,350 for aggregate gross proceeds of INR 2,737,026,950. The transaction has been approved by the board of directors. The transaction will led by funds advised by Convergent Finance LLP, invested for INR 2,400,000,000 for a 10.3% stake in the company. The transaction includes participation from existing marquee shareholders, Ashish Kacholia, Vijay Karnani through Vimana Capital Management LLP, and Kamlesh Shah. Sujay Kewalramani also participated, subscribing to warrants for proceeds of INR 37,024,350. The warrant exercise price will be of INR 1,425 and will be exercisable within 18 months from the date of allotment.分析記事 • Sep 13Knowledge Marine & Engineering Works Limited's (NSE:KMEW) 29% Price Boost Is Out Of Tune With EarningsKnowledge Marine & Engineering Works Limited ( NSE:KMEW ) shareholders have had their patience rewarded with a 29...New Risk • Sep 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 6.1% 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: Minor Risks High level of debt (40% net debt to equity). Share price has been volatile over the past 3 months (6.1% average weekly change).Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improves as stock rises 25%After last week's 25% share price gain to ₹2,181, the stock trades at a trailing P/E ratio of 47.1x. Average trailing P/E is 15x in the Shipping industry in India.お知らせ • Sep 04Knowledge Marine & Engineering Works Limited, Annual General Meeting, Sep 30, 2025Knowledge Marine & Engineering Works Limited, Annual General Meeting, Sep 30, 2025.Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹1,946, the stock trades at a trailing P/E ratio of 41.9x. Average trailing P/E is 14x in the Shipping industry in India.Reported Earnings • Aug 15First quarter 2026 earnings released: EPS: ₹10.43 (vs ₹10.59 in 1Q 2025)First quarter 2026 results: EPS: ₹10.43 (down from ₹10.59 in 1Q 2025). Revenue: ₹490.3m (up 2.6% from 1Q 2025). Net income: ₹110.8m (down 3.0% from 1Q 2025). Profit margin: 23% (down from 24% in 1Q 2025). The decrease in margin was driven by higher expenses.お知らせ • Aug 12Knowledge Marine & Engineering Works Limited to Report Q1, 2026 Results on Aug 14, 2025Knowledge Marine & Engineering Works Limited announced that they will report Q1, 2026 results on Aug 14, 2025お知らせ • Aug 07Knowledge Marine & Engineering Works Limited (BSE:543273) completed the acquisition of remaining 29.99% stake in Indian Ports Dredging Private Limited from its existing shareholders for INR 4.15 million.Knowledge Marine & Engineering Works Limited (BSE:543273) agreed to acquire remaining 30% stake in Indian Ports Dredging Private Limited from its existing shareholders on May 30, 2025. A cash consideration will be paid by Knowledge Marine & Engineering Works Limited. Upon completion, Knowledge Marine & Engineering Works Limited will own 100% stake in Indian Ports Dredging Private Limited. The transaction is subject to approval of offer by acquirer board. The deal has been approved by the board. The transaction is expected to complete within one month. Knowledge Marine & Engineering Works Limited (BSE:543273) completed the acquisition of remaining 29.99% stake in Indian Ports Dredging Private Limited from its existing shareholders for INR 4.15 million on August 06, 2025. By such acquisition Indian Ports Dredging Private Limited has become the wholly owned subsidiary company of Knowledge Marine & Engineering Works Limited.分析記事 • Jul 17Knowledge Marine & Engineering Works (NSE:KMEW) 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 • Jun 01Full year 2025 earnings released: EPS: ₹46.12 (vs ₹36.03 in FY 2024)Full year 2025 results: EPS: ₹46.12 (up from ₹36.03 in FY 2024). Revenue: ₹2.06b (up 26% from FY 2024). Net income: ₹496.0m (up 28% from FY 2024). Profit margin: 24% (in line with FY 2024).お知らせ • May 26Knowledge Marine & Engineering Works Limited to Report Q4, 2025 Results on May 30, 2025Knowledge Marine & Engineering Works Limited announced that they will report Q4, 2025 results on May 30, 2025分析記事 • May 16Market Participants Recognise Knowledge Marine & Engineering Works Limited's (NSE:KMEW) EarningsKnowledge Marine & Engineering Works Limited's ( NSE:KMEW ) price-to-earnings (or "P/E") ratio of 32.6x might make it...Reported Earnings • Feb 12Third quarter 2025 earnings released: EPS: ₹14.77 (vs ₹1.41 in 3Q 2024)Third quarter 2025 results: EPS: ₹14.77 (up from ₹1.41 in 3Q 2024). Revenue: ₹576.1m (up 268% from 3Q 2024). Net income: ₹156.2m (up ₹141.7m from 3Q 2024). Profit margin: 27% (up from 9.3% in 3Q 2024). The increase in margin was driven by higher revenue.お知らせ • Feb 05Knowledge Marine & Engineering Works Limited to Report Q3, 2025 Results on Feb 11, 2025Knowledge Marine & Engineering Works Limited announced that they will report Q3, 2025 results on Feb 11, 2025Buy Or Sell Opportunity • Feb 03Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at ₹1,996. The fair value is estimated to be ₹1,626, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 23%.Buy Or Sell Opportunity • Jan 16Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at ₹1,985. The fair value is estimated to be ₹1,631, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 23%.Recent Insider Transactions • Dec 20Chief Executive Officer recently bought ₹1.4m worth of stockOn the 18th of December, Sujay Kewalramani bought around 625 shares on-market at roughly ₹2,199 per share. This transaction amounted to 9.4% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Sujay has been a buyer over the last 12 months, purchasing a net total of ₹4.7m worth in shares.Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹2,379, the stock trades at a trailing P/E ratio of 68.1x. Average trailing P/E is 24x in the Shipping industry in India.Recent Insider Transactions • Dec 05Chief Executive Officer recently bought ₹1.3m worth of stockOn the 2nd of December, Sujay Kewalramani bought around 565 shares on-market at roughly ₹2,225 per share. This transaction amounted to 9.8% 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 Sujay's only on-market trade for the last 12 months.お知らせ • Aug 21Knowledge Marine & Engineering Works Limited, Annual General Meeting, Sep 19, 2024Knowledge Marine & Engineering Works Limited, Annual General Meeting, Sep 19, 2024, at 16:00 Indian Standard Time.収支内訳Knowledge Marine & Engineering Works の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NSEI:KMEW 収益、費用、利益 ( )INR Millions日付収益収益G+A経費研究開発費31 Mar 262,563788112031 Dec 252,361660107030 Sep 252,03749189030 Jun 252,06050275031 Mar 252,00749678031 Dec 241,94352272030 Sep 241,52338064030 Jun 241,53337359031 Mar 241,63630554031 Dec 231,61937844030 Sep 231,85748146030 Jun 231,93647844031 Mar 232,01547543031 Dec 221,83143739030 Sep 221,64739936030 Jun 221,12930632031 Mar 2261121229031 Dec 2148614627030 Sep 213618024030 Jun 213477423031 Mar 213336922031 Mar 202394518031 Mar 191061917031 Mar 1810613120質の高い収益: KMEW 非現金収入 のレベルが高いです。利益率の向上: KMEWの現在の純利益率 (30.7%)は、昨年(24.7%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: KMEWの収益は過去 5 年間で年間27.5%増加しました。成長の加速: KMEWの過去 1 年間の収益成長率 ( 58.9% ) は、5 年間の平均 ( 年間27.5%を上回っています。収益対業界: KMEWの過去 1 年間の収益成長率 ( 58.9% ) はShipping業界37.7%を上回りました。株主資本利益率高いROE: KMEWの 自己資本利益率 ( 13.8% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTransportation 、過去の業績が好調な企業。View Financial Health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2026/06/29 18:49終値2026/06/29 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Knowledge Marine & Engineering Works Limited 1 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。3 アナリスト機関Parvez QaziNuvama Wealth Management LimitedPrateek ParekhNuvama Wealth Management LimitedVikram DatwaniNuvama Wealth Management Limited
分析記事 • Jun 08Knowledge Marine & Engineering Works' (NSE:KMEW) Earnings Aren't As Good As They AppearThe latest earnings release from Knowledge Marine & Engineering Works Limited ( NSE:KMEW ) disappointed investors. Our...
Reported Earnings • May 31Full year 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2026 results: EPS: ₹34.57 (up from ₹22.96 in FY 2025). Revenue: ₹2.72b (up 35% from FY 2025). Net income: ₹788.0m (up 59% from FY 2025). Profit margin: 29% (up from 25% in FY 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 16%. Revenue is forecast to grow 50% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Shipping industry in Asia.
お知らせ • May 26Knowledge Marine & Engineering Works Limited to Report Q4, 2026 Results on May 29, 2026Knowledge Marine & Engineering Works Limited announced that they will report Q4, 2026 results on May 29, 2026
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: ₹13.44 (vs ₹7.39 in 3Q 2025)Third quarter 2026 results: EPS: ₹13.44 (up from ₹7.39 in 3Q 2025). Revenue: ₹950.1m (up 65% from 3Q 2025). Net income: ₹331.1m (up 112% from 3Q 2025). Profit margin: 35% (up from 27% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 56% p.a. on average during the next 3 years, compared to a 1.1% decline forecast for the Shipping industry in Asia.
お知らせ • Feb 09Knowledge Marine & Engineering Works Limited to Report Q3, 2026 Results on Feb 12, 2026Knowledge Marine & Engineering Works Limited announced that they will report Q3, 2026 results on Feb 12, 2026
お知らせ • Nov 08Knowledge Marine & Engineering Works Limited to Report Q2, 2026 Results on Nov 14, 2025Knowledge Marine & Engineering Works Limited announced that they will report Q2, 2026 results at 12:15 PM, Indian Standard Time on Nov 14, 2025
お知らせ • Jun 27Knowledge Marine & Engineering Works Limited announced that it expects to receive INR 1.499995042 billion in funding from 360 One Pipe Fund, FLC InvestCo, LLC, BOI Star Investment Managers Private LimitedKnowledge Marine & Engineering Works Limited announced a private placement of up to 764,317 equity shares at a price of INR 1,962.53 per share for gross proceeds of INR 1,499,995,042.01on June 26, 2026. The securities will be issued on preferential basis. The transaction has been approved by the board of directors of the company. The transaction is subject to approval at the extra-ordinary general meeting of the members of the company to be held on July 19, 2026. The transaction included participation from new investors 360 One Pipe Fund for INR 749,998,502.27, FLC InvestCo, LLC for INR 299,998,223.39, Bank Of India Mid & SMALL Cap Equity & Debt Fund, a fund managed by Bank of India, Asset Management Arm for INR 179,999,326.54, Bank of India Mutual Fund - Bank of India Small Cap Fund, a fund managed by BOI Star Investment Managers Private Limited for INR 269,998,989.81.
New Risk • Jun 23New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). High level of non-cash earnings (78% accrual ratio).
Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹2,337, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 10x in the Shipping industry in Asia. Total returns to shareholders of 180% over the past year.
分析記事 • Jun 08Knowledge Marine & Engineering Works' (NSE:KMEW) Earnings Aren't As Good As They AppearThe latest earnings release from Knowledge Marine & Engineering Works Limited ( NSE:KMEW ) disappointed investors. Our...
Reported Earnings • May 31Full year 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2026 results: EPS: ₹34.57 (up from ₹22.96 in FY 2025). Revenue: ₹2.72b (up 35% from FY 2025). Net income: ₹788.0m (up 59% from FY 2025). Profit margin: 29% (up from 25% in FY 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 16%. Revenue is forecast to grow 50% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Shipping industry in Asia.
お知らせ • May 26Knowledge Marine & Engineering Works Limited to Report Q4, 2026 Results on May 29, 2026Knowledge Marine & Engineering Works Limited announced that they will report Q4, 2026 results on May 29, 2026
分析記事 • May 05Does Knowledge Marine & Engineering Works (NSE:KMEW) Deserve A Spot On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Valuation Update With 7 Day Price Move • May 04Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹2,036, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 11x in the Shipping industry in Asia. Total returns to shareholders of 186% over the past year.
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: ₹13.44 (vs ₹7.39 in 3Q 2025)Third quarter 2026 results: EPS: ₹13.44 (up from ₹7.39 in 3Q 2025). Revenue: ₹950.1m (up 65% from 3Q 2025). Net income: ₹331.1m (up 112% from 3Q 2025). Profit margin: 35% (up from 27% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 56% p.a. on average during the next 3 years, compared to a 1.1% decline forecast for the Shipping industry in Asia.
お知らせ • Feb 09Knowledge Marine & Engineering Works Limited to Report Q3, 2026 Results on Feb 12, 2026Knowledge Marine & Engineering Works Limited announced that they will report Q3, 2026 results on Feb 12, 2026
Valuation Update With 7 Day Price Move • Jan 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹1,581, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 13x in the Shipping industry in Asia. Total returns to shareholders of 53% over the past year.
分析記事 • Jan 16Returns On Capital Signal Tricky Times Ahead For Knowledge Marine & Engineering Works (NSE:KMEW)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
分析記事 • Dec 23Knowledge Marine & Engineering Works Limited's (NSE:KMEW) 30% Jump Shows Its Popularity With InvestorsKnowledge Marine & Engineering Works Limited ( NSE:KMEW ) shares have continued their recent momentum with a 30% gain...
分析記事 • Dec 02Is Knowledge Marine & Engineering Works (NSE:KMEW) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
お知らせ • Nov 08Knowledge Marine & Engineering Works Limited to Report Q2, 2026 Results on Nov 14, 2025Knowledge Marine & Engineering Works Limited announced that they will report Q2, 2026 results at 12:15 PM, Indian Standard Time on Nov 14, 2025
分析記事 • Nov 06What Knowledge Marine & Engineering Works Limited's (NSE:KMEW) 25% Share Price Gain Is Not Telling YouDespite an already strong run, Knowledge Marine & Engineering Works Limited ( NSE:KMEW ) shares have been powering on...
Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹2,788, the stock trades at a trailing P/E ratio of 59.8x. Average trailing P/E is 17x in the Shipping industry in India.
お知らせ • Sep 17Knowledge Marine & Engineering Works Limited announced that it has received INR 2.73702695 billion in funding from VIMANA CAPITAL MANAGEMENT LLP, Convergent Finance LLP and other investorsOn September 17, 2025, Knowledge Marine & Engineering Works Limited closed the transaction. The company issued 1,421,054 equity shares at a price of INR 1,900 per share for aggregate gross proceeds of INR 2,700,002,600 and 77,946 convertible warrants at a price of INR 475 for aggregate proceeds of INR 37,024,350 for aggregate gross proceeds of INR 2,737,026,950. The transaction has been approved by the board of directors. The transaction will led by funds advised by Convergent Finance LLP, invested for INR 2,400,000,000 for a 10.3% stake in the company. The transaction includes participation from existing marquee shareholders, Ashish Kacholia, Vijay Karnani through Vimana Capital Management LLP, and Kamlesh Shah. Sujay Kewalramani also participated, subscribing to warrants for proceeds of INR 37,024,350. The warrant exercise price will be of INR 1,425 and will be exercisable within 18 months from the date of allotment.
分析記事 • Sep 13Knowledge Marine & Engineering Works Limited's (NSE:KMEW) 29% Price Boost Is Out Of Tune With EarningsKnowledge Marine & Engineering Works Limited ( NSE:KMEW ) shareholders have had their patience rewarded with a 29...
New Risk • Sep 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 6.1% 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: Minor Risks High level of debt (40% net debt to equity). Share price has been volatile over the past 3 months (6.1% average weekly change).
Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improves as stock rises 25%After last week's 25% share price gain to ₹2,181, the stock trades at a trailing P/E ratio of 47.1x. Average trailing P/E is 15x in the Shipping industry in India.
お知らせ • Sep 04Knowledge Marine & Engineering Works Limited, Annual General Meeting, Sep 30, 2025Knowledge Marine & Engineering Works Limited, Annual General Meeting, Sep 30, 2025.
Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹1,946, the stock trades at a trailing P/E ratio of 41.9x. Average trailing P/E is 14x in the Shipping industry in India.
Reported Earnings • Aug 15First quarter 2026 earnings released: EPS: ₹10.43 (vs ₹10.59 in 1Q 2025)First quarter 2026 results: EPS: ₹10.43 (down from ₹10.59 in 1Q 2025). Revenue: ₹490.3m (up 2.6% from 1Q 2025). Net income: ₹110.8m (down 3.0% from 1Q 2025). Profit margin: 23% (down from 24% in 1Q 2025). The decrease in margin was driven by higher expenses.
お知らせ • Aug 12Knowledge Marine & Engineering Works Limited to Report Q1, 2026 Results on Aug 14, 2025Knowledge Marine & Engineering Works Limited announced that they will report Q1, 2026 results on Aug 14, 2025
お知らせ • Aug 07Knowledge Marine & Engineering Works Limited (BSE:543273) completed the acquisition of remaining 29.99% stake in Indian Ports Dredging Private Limited from its existing shareholders for INR 4.15 million.Knowledge Marine & Engineering Works Limited (BSE:543273) agreed to acquire remaining 30% stake in Indian Ports Dredging Private Limited from its existing shareholders on May 30, 2025. A cash consideration will be paid by Knowledge Marine & Engineering Works Limited. Upon completion, Knowledge Marine & Engineering Works Limited will own 100% stake in Indian Ports Dredging Private Limited. The transaction is subject to approval of offer by acquirer board. The deal has been approved by the board. The transaction is expected to complete within one month. Knowledge Marine & Engineering Works Limited (BSE:543273) completed the acquisition of remaining 29.99% stake in Indian Ports Dredging Private Limited from its existing shareholders for INR 4.15 million on August 06, 2025. By such acquisition Indian Ports Dredging Private Limited has become the wholly owned subsidiary company of Knowledge Marine & Engineering Works Limited.
分析記事 • Jul 17Knowledge Marine & Engineering Works (NSE:KMEW) 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 • Jun 01Full year 2025 earnings released: EPS: ₹46.12 (vs ₹36.03 in FY 2024)Full year 2025 results: EPS: ₹46.12 (up from ₹36.03 in FY 2024). Revenue: ₹2.06b (up 26% from FY 2024). Net income: ₹496.0m (up 28% from FY 2024). Profit margin: 24% (in line with FY 2024).
お知らせ • May 26Knowledge Marine & Engineering Works Limited to Report Q4, 2025 Results on May 30, 2025Knowledge Marine & Engineering Works Limited announced that they will report Q4, 2025 results on May 30, 2025
分析記事 • May 16Market Participants Recognise Knowledge Marine & Engineering Works Limited's (NSE:KMEW) EarningsKnowledge Marine & Engineering Works Limited's ( NSE:KMEW ) price-to-earnings (or "P/E") ratio of 32.6x might make it...
Reported Earnings • Feb 12Third quarter 2025 earnings released: EPS: ₹14.77 (vs ₹1.41 in 3Q 2024)Third quarter 2025 results: EPS: ₹14.77 (up from ₹1.41 in 3Q 2024). Revenue: ₹576.1m (up 268% from 3Q 2024). Net income: ₹156.2m (up ₹141.7m from 3Q 2024). Profit margin: 27% (up from 9.3% in 3Q 2024). The increase in margin was driven by higher revenue.
お知らせ • Feb 05Knowledge Marine & Engineering Works Limited to Report Q3, 2025 Results on Feb 11, 2025Knowledge Marine & Engineering Works Limited announced that they will report Q3, 2025 results on Feb 11, 2025
Buy Or Sell Opportunity • Feb 03Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at ₹1,996. The fair value is estimated to be ₹1,626, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 23%.
Buy Or Sell Opportunity • Jan 16Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at ₹1,985. The fair value is estimated to be ₹1,631, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 23%.
Recent Insider Transactions • Dec 20Chief Executive Officer recently bought ₹1.4m worth of stockOn the 18th of December, Sujay Kewalramani bought around 625 shares on-market at roughly ₹2,199 per share. This transaction amounted to 9.4% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Sujay has been a buyer over the last 12 months, purchasing a net total of ₹4.7m worth in shares.
Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹2,379, the stock trades at a trailing P/E ratio of 68.1x. Average trailing P/E is 24x in the Shipping industry in India.
Recent Insider Transactions • Dec 05Chief Executive Officer recently bought ₹1.3m worth of stockOn the 2nd of December, Sujay Kewalramani bought around 565 shares on-market at roughly ₹2,225 per share. This transaction amounted to 9.8% 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 Sujay's only on-market trade for the last 12 months.
お知らせ • Aug 21Knowledge Marine & Engineering Works Limited, Annual General Meeting, Sep 19, 2024Knowledge Marine & Engineering Works Limited, Annual General Meeting, Sep 19, 2024, at 16:00 Indian Standard Time.