Kelsey Developments（KDL.N0000）株式概要Kelsey Developments PLC, together with its subsidiaries, engages in the provision of specialist operations in real estate development in Sri Lanka. 詳細KDL.N0000 ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長0/6過去の実績3/6財務の健全性3/6配当金0/6報酬株価収益率（ 8.5 x）は、 Consumer Durables業界平均（ 17.8 x）を下回っています。今年は黒字化を達成 リスク分析意味のある時価総額がありません ( LKR375M )株式の流動性は非常に低い 利払いは収益で十分にカバーされない 意味のある収益がありません ( LKR2B )すべてのリスクチェックを見るKDL.N0000 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueLK₨Current PriceLK₨21.5068.9% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-246m8b2016201920222025202620282031Revenue LK₨7.9bEarnings LK₨227.7mAdvancedSet Fair ValueView all narrativesKelsey Developments PLC 競合他社Abans ElectricalsSymbol: COSE:ABAN.N0000Market cap: LK₨5.8bHayleys FibreSymbol: COSE:HEXP.N0000Market cap: LK₨3.0bDream Homes & DevelopmentSymbol: OTCPK:DREMMarket cap: US$694.5kTraumhausSymbol: XTRA:TRUMarket cap: €2.0m価格と性能株価の高値、安値、推移の概要Kelsey Developments過去の株価現在の株価LK₨21.5052週高値LK₨28.0052週安値LK₨18.00ベータ0.0211ヶ月の変化0%3ヶ月変化-1.38%1年変化2.38%3年間の変化-46.12%5年間の変化-14.34%IPOからの変化124.66%最新ニュースValuation Update With 7 Day Price Move • Sep 13Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to LK₨23.50, the stock trades at a trailing P/E ratio of 5x. Average trailing P/E is 18x in the Consumer Durables industry in Asia. Total loss to shareholders of 21% over the past three years.Recent Insider Transactions • Sep 03CEO & Chairman recently bought LK₨105k worth of stockOn the 25th of August, Sivarajah Thumilan bought around 4k shares on-market at roughly LK₨24.98 per share. This transaction increased Sivarajah's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Sivarajah has been a buyer over the last 12 months, purchasing a net total of LK₨153k worth in shares.Reported Earnings • Aug 19First quarter 2024 earnings released: LK₨0.84 loss per share (vs LK₨3.52 loss in 1Q 2023)First quarter 2024 results: LK₨0.84 loss per share (improved from LK₨3.52 loss in 1Q 2023). Revenue: LK₨339.8m (up 157% from 1Q 2023). Net loss: LK₨14.6m (loss narrowed 76% from 1Q 2023). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Reported Earnings • Jun 03Full year 2023 earnings released: EPS: LK₨16.51 (vs LK₨19.11 loss in FY 2022)Full year 2023 results: EPS: LK₨16.51 (up from LK₨19.11 loss in FY 2022). Revenue: LK₨2.24b (up LK₨1.93b from FY 2022). Net income: LK₨33.7m (up LK₨366.7m from FY 2022). Profit margin: 1.5% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Reported Earnings • Feb 17Third quarter 2023 earnings released: EPS: LK₨6.69 (vs LK₨4.62 loss in 3Q 2022)Third quarter 2023 results: EPS: LK₨6.69 (up from LK₨4.62 loss in 3Q 2022). Revenue: LK₨1.55b (up LK₨1.48b from 3Q 2022). Net income: LK₨116.6m (up LK₨197.1m from 3Q 2022). Profit margin: 7.5% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 7% per year, which means it is performing significantly worse than earnings.お知らせ • Jan 28+ 1 more updateKelsey Developments PLC Announces CEO ChangesKelsey Developments PLC announced the appointment of Mr. Sivarajah Thumilan as the CEO, Mr. Namal Godellawattage ceased to be the CEO of the Company and will remain as an Executive Director.最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • Sep 13Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to LK₨23.50, the stock trades at a trailing P/E ratio of 5x. Average trailing P/E is 18x in the Consumer Durables industry in Asia. Total loss to shareholders of 21% over the past three years.Recent Insider Transactions • Sep 03CEO & Chairman recently bought LK₨105k worth of stockOn the 25th of August, Sivarajah Thumilan bought around 4k shares on-market at roughly LK₨24.98 per share. This transaction increased Sivarajah's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Sivarajah has been a buyer over the last 12 months, purchasing a net total of LK₨153k worth in shares.Reported Earnings • Aug 19First quarter 2024 earnings released: LK₨0.84 loss per share (vs LK₨3.52 loss in 1Q 2023)First quarter 2024 results: LK₨0.84 loss per share (improved from LK₨3.52 loss in 1Q 2023). Revenue: LK₨339.8m (up 157% from 1Q 2023). Net loss: LK₨14.6m (loss narrowed 76% from 1Q 2023). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Reported Earnings • Jun 03Full year 2023 earnings released: EPS: LK₨16.51 (vs LK₨19.11 loss in FY 2022)Full year 2023 results: EPS: LK₨16.51 (up from LK₨19.11 loss in FY 2022). Revenue: LK₨2.24b (up LK₨1.93b from FY 2022). Net income: LK₨33.7m (up LK₨366.7m from FY 2022). Profit margin: 1.5% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Reported Earnings • Feb 17Third quarter 2023 earnings released: EPS: LK₨6.69 (vs LK₨4.62 loss in 3Q 2022)Third quarter 2023 results: EPS: LK₨6.69 (up from LK₨4.62 loss in 3Q 2022). Revenue: LK₨1.55b (up LK₨1.48b from 3Q 2022). Net income: LK₨116.6m (up LK₨197.1m from 3Q 2022). Profit margin: 7.5% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 7% per year, which means it is performing significantly worse than earnings.お知らせ • Jan 28+ 1 more updateKelsey Developments PLC Announces CEO ChangesKelsey Developments PLC announced the appointment of Mr. Sivarajah Thumilan as the CEO, Mr. Namal Godellawattage ceased to be the CEO of the Company and will remain as an Executive Director.Recent Insider Transactions • Nov 19Non-Independent Non-Executive Director recently sold LK₨129m worth of stockOn the 15th of November, Prakash Schaffter sold around 5m shares on-market at roughly LK₨24.60 per share. This transaction amounted to 70% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of LK₨75m more than they bought in the last 12 months.お知らせ • Nov 17Blue Ocean Group of Companies acquired 60% stake in Kelsey Developments PLC (COSE:KDL.N0000) for LKR257 million.Blue Ocean Group of Companies acquired 60% stake in Kelsey Developments PLC (COSE:KDL.N0000) for LKR257 million on November 15, 2022. Blue Ocean Group of Companies completed the acquisition of 60% stake in Kelsey Developments PLC (COSE:KDL.N0000) for LKR257 million on November 15, 2022.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non Executive Director Marian Roshanie Nimalka Moraes was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Sep 11Non-Independent Non-Executive Director recently bought LK₨183m worth of stockOn the 6th of September, Prakash Schaffter bought around 7m shares on-market at roughly LK₨24.60 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Reported Earnings • Aug 17First quarter 2023 earnings released: LK₨3.60 loss per share (vs LK₨2.24 loss in 1Q 2022)First quarter 2023 results: LK₨3.60 loss per share (down from LK₨2.24 loss in 1Q 2022). Revenue: LK₨132.2m (up 165% from 1Q 2022). Net loss: LK₨62.8m (loss widened 61% from 1Q 2022). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Board Change • Jul 22High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non Executive Director Marian Roshanie Nimalka Moraes was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jul 10Full year 2022 earnings released: LK₨19.11 loss per share (vs LK₨4.91 profit in FY 2021)Full year 2022 results: LK₨19.11 loss per share (down from LK₨4.91 profit in FY 2021). Net loss: LK₨333.0m (down 490% from profit in FY 2021). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • Jul 09Kelsey Developments PLC, Annual General Meeting, Jul 29, 2022Kelsey Developments PLC, Annual General Meeting, Jul 29, 2022, at 10:30 Sri Lanka Standard Time. Agenda: To receive the Report of the Board of Directors and the Audited Financial Statements of the Company for the year ended 31 March 2022 together with the report of the Auditors thereon; to re-appoint Mr. Eardley Perera as a Director of the Company in terms of Section 211 of the Companies Act No. 07 of 2007, by passing the following resolution; to consider the executive changes; to re-appoint Messrs. Ernst & Young, Chartered Accountants as Auditors of the Company for the ensuing year and authorize the Directors to determine their remuneration; to authorize the Directors to determine and make donations; and to consider the other resolutions.Reported Earnings • Jun 02Full year 2022 earnings released: LK₨19.13 loss per share (vs LK₨4.91 profit in FY 2021)Full year 2022 results: LK₨19.13 loss per share (down from LK₨4.91 profit in FY 2021). Net loss: LK₨333.5m (down 490% from profit in FY 2021). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Board Change • May 24High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non Executive Director Roshanie Moraes was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non Executive Director Roshanie Moraes was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 17Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: LK₨4.62 loss per share (down from LK₨1.67 profit in 3Q 2021). Revenue: LK₨73.9m (down 71% from 3Q 2021). Net loss: LK₨80.5m (down 377% from profit in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Board Change • Feb 04High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non Executive Director Roshanie Moraes was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jan 29Kelsey Developments plc Appoints Roshanie Jayasundera Moraes to the Board of Directors, Member of the Janashakthi Group, as an Independent Non-Executive DirectorKelsey Developments PLC appointed Roshanie Jayasundera Moraes to the board of directors, a member of the Janashakthi group, as an Independent Non-Executive Director, with effect from January 10, 2022. A Fellow of the Chartered Institute of Marketing (CIM), UK, Moraes holds a Master of Business Administration from the Postgraduate Institute of Management (PIM), University of Sri Jayewardenepura. She brings with her close to four decades of experience in the corporate sector. She has held leadership positions in some of the country's leading enterprises in the travel and tourism, airline representation, loyalty, quick service restaurants, retail and property development sectors. Having worked at Browns Tours and Aitken Spence for a brief period, Moraes joined Sri Lanka's premier blue-chip company John Keells Holdings in 1991. She served in three of the group's key sectors-transportation, retail and property development and went on to hold the position of Executive Vice President of John Keells Holdings until her retirement in December 2021. The appointment is part of Kelsey Developments' strategic efforts to strengthen its board of directors with a diverse mix of business captains from a wide range of sectors. With this, the board of directors of Kelsey Developments PLC now comprises of Eardley Perera - Chairman, Prakash Schaffter, Prof. Chitra Weddikkara, Roshni Fernando, Roshanie J. Moraes, ACM Gagan Bulathsinghala and Arul Sivagananathan. Their wealth of experience from across a variety of industries together with the strong fundamentals of the parent company, the Janashakthi group, offers Kelsey Developments a solid foundation to springboard off to greater heights.Reported Earnings • Nov 17Second quarter 2022 earnings released: LK₨3.64 loss per share (vs LK₨2.26 profit in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and control over costs. Second quarter 2022 results: Revenue: LK₨26.0m (down 92% from 2Q 2021). Net loss: LK₨63.4m (down 264% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 17Second quarter 2022 earnings released: LK₨3.64 loss per share (vs LK₨2.26 profit in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and control over costs. Second quarter 2022 results: Revenue: LK₨26.0m (down 92% from 2Q 2021). Net loss: LK₨63.4m (down 264% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Board Change • Nov 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Independent Chairman Eardley Perera Perera is the most experienced director on the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Board Change • Oct 02High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Independent Chairman Eardley Perera Perera is the most experienced director on the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Board Change • Sep 14High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Gagan Bulathsinghala was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Sep 13High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Gagan Bulathsinghala was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Sep 10High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Gagan Bulathsinghala was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Executive Departure • Sep 09Independent Non-Executive Director Chandana de Silva has left the companyOn the 2nd of September, Chandana de Silva's tenure as Independent Non-Executive Director ended after 9.3 years in the role. We don't have any record of a personal shareholding under Chandana's name. A total of 3 executives have left over the last 12 months.Executive Departure • Sep 09Non-Executive Non-Independent Director Dinesh Schaffter has left the companyOn the 2nd of September, Dinesh Schaffter's tenure as Non-Executive Non-Independent Director ended after 13.7 years in the role. We don't have any record of a personal shareholding under Dinesh's name. A total of 3 executives have left over the last 12 months.Executive Departure • Sep 09Non-Independent Non-Executive Director Ramesh Schaffter has left the companyOn the 2nd of September, Ramesh Schaffter's tenure as Non-Independent Non-Executive Director ended after 2.7 years in the role. We don't have any record of a personal shareholding under Ramesh's name. A total of 3 executives have left over the last 12 months.Board Change • Aug 20High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Gagan Bulathsinghala was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Is New 90 Day High Low • Dec 21New 90-day high: LK₨41.30The company is up 16% from its price of LK₨35.70 on 22 September 2020. The Sri Lankan market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 14% over the same period.Reported Earnings • Nov 15Second quarter 2021 earnings released: EPS LK₨2.05The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: LK₨314.5m (up LK₨285.5m from 2Q 2020). Net income: LK₨35.7m (up LK₨92.7m from 2Q 2020). Profit margin: 11% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.株主還元KDL.N0000LK Consumer DurablesLK 市場7D0%-2.0%-4.6%1Y2.4%8.3%31.7%株主還元を見る業界別リターン: KDL.N0000過去 1 年間で8.3 % のリターンをもたらしたLK Consumer Durables業界と一致しました。リターン対市場: KDL.N0000は、過去 1 年間で31.7 % のリターンを上げたLK市場を下回りました。価格変動Is KDL.N0000's price volatile compared to industry and market?KDL.N0000 volatilityKDL.N0000 Average Weekly Movementn/aConsumer Durables Industry Average Movement5.9%Market Average Movement6.2%10% most volatile stocks in LK Market10.0%10% least volatile stocks in LK Market4.1%安定した株価: KDL.N0000 、 LK市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 過去 1 年間のKDL.N0000のボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト198326Sivarajah Thumilanwww.kelsey.lkもっと見るKelsey Developments PLC 基礎のまとめKelsey Developments の収益と売上を時価総額と比較するとどうか。KDL.N0000 基礎統計学時価総額LK₨374.73m収益（TTM）LK₨43.93m売上高(TTM)LK₨1.53b8.5xPER（株価収益率0.2xP/SレシオKDL.N0000 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計KDL.N0000 損益計算書（TTM）収益LK₨1.53b売上原価LK₨1.19b売上総利益LK₨335.73mその他の費用LK₨291.80m収益LK₨43.93m直近の収益報告Dec 31, 2023次回決算日該当なし一株当たり利益（EPS）2.52グロス・マージン21.98%純利益率2.88%有利子負債／自己資本比率1,149.9%KDL.N0000 の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2024/03/04 03:47終値2023/12/06 00:00収益2023/12/31年間収益2023/03/31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Kelsey Developments PLC 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。0
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to LK₨23.50, the stock trades at a trailing P/E ratio of 5x. Average trailing P/E is 18x in the Consumer Durables industry in Asia. Total loss to shareholders of 21% over the past three years.
Recent Insider Transactions • Sep 03CEO & Chairman recently bought LK₨105k worth of stockOn the 25th of August, Sivarajah Thumilan bought around 4k shares on-market at roughly LK₨24.98 per share. This transaction increased Sivarajah's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Sivarajah has been a buyer over the last 12 months, purchasing a net total of LK₨153k worth in shares.
Reported Earnings • Aug 19First quarter 2024 earnings released: LK₨0.84 loss per share (vs LK₨3.52 loss in 1Q 2023)First quarter 2024 results: LK₨0.84 loss per share (improved from LK₨3.52 loss in 1Q 2023). Revenue: LK₨339.8m (up 157% from 1Q 2023). Net loss: LK₨14.6m (loss narrowed 76% from 1Q 2023). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Reported Earnings • Jun 03Full year 2023 earnings released: EPS: LK₨16.51 (vs LK₨19.11 loss in FY 2022)Full year 2023 results: EPS: LK₨16.51 (up from LK₨19.11 loss in FY 2022). Revenue: LK₨2.24b (up LK₨1.93b from FY 2022). Net income: LK₨33.7m (up LK₨366.7m from FY 2022). Profit margin: 1.5% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Reported Earnings • Feb 17Third quarter 2023 earnings released: EPS: LK₨6.69 (vs LK₨4.62 loss in 3Q 2022)Third quarter 2023 results: EPS: LK₨6.69 (up from LK₨4.62 loss in 3Q 2022). Revenue: LK₨1.55b (up LK₨1.48b from 3Q 2022). Net income: LK₨116.6m (up LK₨197.1m from 3Q 2022). Profit margin: 7.5% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 7% per year, which means it is performing significantly worse than earnings.
お知らせ • Jan 28+ 1 more updateKelsey Developments PLC Announces CEO ChangesKelsey Developments PLC announced the appointment of Mr. Sivarajah Thumilan as the CEO, Mr. Namal Godellawattage ceased to be the CEO of the Company and will remain as an Executive Director.
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to LK₨23.50, the stock trades at a trailing P/E ratio of 5x. Average trailing P/E is 18x in the Consumer Durables industry in Asia. Total loss to shareholders of 21% over the past three years.
Recent Insider Transactions • Sep 03CEO & Chairman recently bought LK₨105k worth of stockOn the 25th of August, Sivarajah Thumilan bought around 4k shares on-market at roughly LK₨24.98 per share. This transaction increased Sivarajah's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Sivarajah has been a buyer over the last 12 months, purchasing a net total of LK₨153k worth in shares.
Reported Earnings • Aug 19First quarter 2024 earnings released: LK₨0.84 loss per share (vs LK₨3.52 loss in 1Q 2023)First quarter 2024 results: LK₨0.84 loss per share (improved from LK₨3.52 loss in 1Q 2023). Revenue: LK₨339.8m (up 157% from 1Q 2023). Net loss: LK₨14.6m (loss narrowed 76% from 1Q 2023). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Reported Earnings • Jun 03Full year 2023 earnings released: EPS: LK₨16.51 (vs LK₨19.11 loss in FY 2022)Full year 2023 results: EPS: LK₨16.51 (up from LK₨19.11 loss in FY 2022). Revenue: LK₨2.24b (up LK₨1.93b from FY 2022). Net income: LK₨33.7m (up LK₨366.7m from FY 2022). Profit margin: 1.5% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Reported Earnings • Feb 17Third quarter 2023 earnings released: EPS: LK₨6.69 (vs LK₨4.62 loss in 3Q 2022)Third quarter 2023 results: EPS: LK₨6.69 (up from LK₨4.62 loss in 3Q 2022). Revenue: LK₨1.55b (up LK₨1.48b from 3Q 2022). Net income: LK₨116.6m (up LK₨197.1m from 3Q 2022). Profit margin: 7.5% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 7% per year, which means it is performing significantly worse than earnings.
お知らせ • Jan 28+ 1 more updateKelsey Developments PLC Announces CEO ChangesKelsey Developments PLC announced the appointment of Mr. Sivarajah Thumilan as the CEO, Mr. Namal Godellawattage ceased to be the CEO of the Company and will remain as an Executive Director.
Recent Insider Transactions • Nov 19Non-Independent Non-Executive Director recently sold LK₨129m worth of stockOn the 15th of November, Prakash Schaffter sold around 5m shares on-market at roughly LK₨24.60 per share. This transaction amounted to 70% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of LK₨75m more than they bought in the last 12 months.
お知らせ • Nov 17Blue Ocean Group of Companies acquired 60% stake in Kelsey Developments PLC (COSE:KDL.N0000) for LKR257 million.Blue Ocean Group of Companies acquired 60% stake in Kelsey Developments PLC (COSE:KDL.N0000) for LKR257 million on November 15, 2022. Blue Ocean Group of Companies completed the acquisition of 60% stake in Kelsey Developments PLC (COSE:KDL.N0000) for LKR257 million on November 15, 2022.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non Executive Director Marian Roshanie Nimalka Moraes was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Sep 11Non-Independent Non-Executive Director recently bought LK₨183m worth of stockOn the 6th of September, Prakash Schaffter bought around 7m shares on-market at roughly LK₨24.60 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Reported Earnings • Aug 17First quarter 2023 earnings released: LK₨3.60 loss per share (vs LK₨2.24 loss in 1Q 2022)First quarter 2023 results: LK₨3.60 loss per share (down from LK₨2.24 loss in 1Q 2022). Revenue: LK₨132.2m (up 165% from 1Q 2022). Net loss: LK₨62.8m (loss widened 61% from 1Q 2022). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Board Change • Jul 22High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non Executive Director Marian Roshanie Nimalka Moraes was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jul 10Full year 2022 earnings released: LK₨19.11 loss per share (vs LK₨4.91 profit in FY 2021)Full year 2022 results: LK₨19.11 loss per share (down from LK₨4.91 profit in FY 2021). Net loss: LK₨333.0m (down 490% from profit in FY 2021). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • Jul 09Kelsey Developments PLC, Annual General Meeting, Jul 29, 2022Kelsey Developments PLC, Annual General Meeting, Jul 29, 2022, at 10:30 Sri Lanka Standard Time. Agenda: To receive the Report of the Board of Directors and the Audited Financial Statements of the Company for the year ended 31 March 2022 together with the report of the Auditors thereon; to re-appoint Mr. Eardley Perera as a Director of the Company in terms of Section 211 of the Companies Act No. 07 of 2007, by passing the following resolution; to consider the executive changes; to re-appoint Messrs. Ernst & Young, Chartered Accountants as Auditors of the Company for the ensuing year and authorize the Directors to determine their remuneration; to authorize the Directors to determine and make donations; and to consider the other resolutions.
Reported Earnings • Jun 02Full year 2022 earnings released: LK₨19.13 loss per share (vs LK₨4.91 profit in FY 2021)Full year 2022 results: LK₨19.13 loss per share (down from LK₨4.91 profit in FY 2021). Net loss: LK₨333.5m (down 490% from profit in FY 2021). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Board Change • May 24High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non Executive Director Roshanie Moraes was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non Executive Director Roshanie Moraes was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 17Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: LK₨4.62 loss per share (down from LK₨1.67 profit in 3Q 2021). Revenue: LK₨73.9m (down 71% from 3Q 2021). Net loss: LK₨80.5m (down 377% from profit in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Board Change • Feb 04High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non Executive Director Roshanie Moraes was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 29Kelsey Developments plc Appoints Roshanie Jayasundera Moraes to the Board of Directors, Member of the Janashakthi Group, as an Independent Non-Executive DirectorKelsey Developments PLC appointed Roshanie Jayasundera Moraes to the board of directors, a member of the Janashakthi group, as an Independent Non-Executive Director, with effect from January 10, 2022. A Fellow of the Chartered Institute of Marketing (CIM), UK, Moraes holds a Master of Business Administration from the Postgraduate Institute of Management (PIM), University of Sri Jayewardenepura. She brings with her close to four decades of experience in the corporate sector. She has held leadership positions in some of the country's leading enterprises in the travel and tourism, airline representation, loyalty, quick service restaurants, retail and property development sectors. Having worked at Browns Tours and Aitken Spence for a brief period, Moraes joined Sri Lanka's premier blue-chip company John Keells Holdings in 1991. She served in three of the group's key sectors-transportation, retail and property development and went on to hold the position of Executive Vice President of John Keells Holdings until her retirement in December 2021. The appointment is part of Kelsey Developments' strategic efforts to strengthen its board of directors with a diverse mix of business captains from a wide range of sectors. With this, the board of directors of Kelsey Developments PLC now comprises of Eardley Perera - Chairman, Prakash Schaffter, Prof. Chitra Weddikkara, Roshni Fernando, Roshanie J. Moraes, ACM Gagan Bulathsinghala and Arul Sivagananathan. Their wealth of experience from across a variety of industries together with the strong fundamentals of the parent company, the Janashakthi group, offers Kelsey Developments a solid foundation to springboard off to greater heights.
Reported Earnings • Nov 17Second quarter 2022 earnings released: LK₨3.64 loss per share (vs LK₨2.26 profit in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and control over costs. Second quarter 2022 results: Revenue: LK₨26.0m (down 92% from 2Q 2021). Net loss: LK₨63.4m (down 264% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 17Second quarter 2022 earnings released: LK₨3.64 loss per share (vs LK₨2.26 profit in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and control over costs. Second quarter 2022 results: Revenue: LK₨26.0m (down 92% from 2Q 2021). Net loss: LK₨63.4m (down 264% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Board Change • Nov 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Independent Chairman Eardley Perera Perera is the most experienced director on the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Board Change • Oct 02High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Independent Chairman Eardley Perera Perera is the most experienced director on the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Board Change • Sep 14High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Gagan Bulathsinghala was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Sep 13High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Gagan Bulathsinghala was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Sep 10High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Gagan Bulathsinghala was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Executive Departure • Sep 09Independent Non-Executive Director Chandana de Silva has left the companyOn the 2nd of September, Chandana de Silva's tenure as Independent Non-Executive Director ended after 9.3 years in the role. We don't have any record of a personal shareholding under Chandana's name. A total of 3 executives have left over the last 12 months.
Executive Departure • Sep 09Non-Executive Non-Independent Director Dinesh Schaffter has left the companyOn the 2nd of September, Dinesh Schaffter's tenure as Non-Executive Non-Independent Director ended after 13.7 years in the role. We don't have any record of a personal shareholding under Dinesh's name. A total of 3 executives have left over the last 12 months.
Executive Departure • Sep 09Non-Independent Non-Executive Director Ramesh Schaffter has left the companyOn the 2nd of September, Ramesh Schaffter's tenure as Non-Independent Non-Executive Director ended after 2.7 years in the role. We don't have any record of a personal shareholding under Ramesh's name. A total of 3 executives have left over the last 12 months.
Board Change • Aug 20High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Gagan Bulathsinghala was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Is New 90 Day High Low • Dec 21New 90-day high: LK₨41.30The company is up 16% from its price of LK₨35.70 on 22 September 2020. The Sri Lankan market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 14% over the same period.
Reported Earnings • Nov 15Second quarter 2021 earnings released: EPS LK₨2.05The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: LK₨314.5m (up LK₨285.5m from 2Q 2020). Net income: LK₨35.7m (up LK₨92.7m from 2Q 2020). Profit margin: 11% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
