Cargills (Ceylon)（CARG.N0000）株式概要カーギルズ社（セイロン）PLC は、スリランカ国内および海外において、食品・飲料製品の製造、取引、流通、小売を行っている。 詳細CARG.N0000 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績6/6財務の健全性5/6配当金5/6報酬過去1年間で収益は46.9%増加しました 2.94%の安定した配当金を支払う リスク分析過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見るCARG.N0000 Community Fair Values Create NarrativeSee what 6 others think this stock is worth. Follow their fair value or set your own to get alerts.NEW482,226 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA482,226 investors already sharing narrativesYour Fair ValueLK₨Current PriceLK₨629.2520.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0584b2016201920222025202620282031Revenue LK₨584.1bEarnings LK₨22.7bAdvancedSet Fair ValueView all narrativesCargills (Ceylon) PLC 競合他社C T HoldingsSymbol: COSE:CTHR.N0000Market cap: LK₨102.7bHalowsLtdSymbol: TSE:2742Market cap: JP¥78.9bKeepers HoldingsSymbol: PSE:KEEPRMarket cap: ₱28.3bMidi Utama IndonesiaSymbol: IDX:MIDIMarket cap: Rp9.4t価格と性能株価の高値、安値、推移の概要Cargills (Ceylon)過去の株価現在の株価LK₨629.2552週高値LK₨999.0052週安値LK₨585.50ベータ0.181ヶ月の変化-3.12%3ヶ月変化-8.80%1年変化6.47%3年間の変化109.05%5年間の変化158.95%IPOからの変化31,861.92%最新ニュースRecent Insider Transactions • Jul 23Insider recently sold LK₨1.1b worth of stockOn the 21st of July, P. Page sold around 2m shares on-market at roughly LK₨630 per share. This transaction amounted to 95% 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₨2.3b more than they bought in the last 12 months.Reported Earnings • May 28Full year 2026 earnings released: EPS: LK₨41.18 (vs LK₨28.03 in FY 2025)Full year 2026 results: EPS: LK₨41.18 (up from LK₨28.03 in FY 2025). Revenue: LK₨272.7b (up 13% from FY 2025). Net income: LK₨10.6b (up 47% from FY 2025). Profit margin: 3.9% (up from 3.0% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • May 16Dividend increased to LK₨12.75Dividend of LK₨12.75 is 9.0% higher than last year. Ex-date: 25th May 2026 Payment date: 11th June 2026 Dividend yield will be 2.7%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 26% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 29% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Nov 10Upcoming dividend of LK₨5.75 per shareEligible shareholders must have bought the stock before 17 November 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Sri Lankan dividend payers (4.3%). Lower than average of industry peers (3.4%).Board Change • Sep 09High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Suren De Silva was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 13First quarter 2026 earnings released: EPS: LK₨8.79 (vs LK₨6.05 in 1Q 2025)First quarter 2026 results: EPS: LK₨8.79 (up from LK₨6.05 in 1Q 2025). Revenue: LK₨66.7b (up 11% from 1Q 2025). Net income: LK₨2.27b (up 45% from 1Q 2025). Profit margin: 3.4% (up from 2.6% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth.最新情報をもっと見るRecent updatesRecent Insider Transactions • Jul 23Insider recently sold LK₨1.1b worth of stockOn the 21st of July, P. Page sold around 2m shares on-market at roughly LK₨630 per share. This transaction amounted to 95% 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₨2.3b more than they bought in the last 12 months.Reported Earnings • May 28Full year 2026 earnings released: EPS: LK₨41.18 (vs LK₨28.03 in FY 2025)Full year 2026 results: EPS: LK₨41.18 (up from LK₨28.03 in FY 2025). Revenue: LK₨272.7b (up 13% from FY 2025). Net income: LK₨10.6b (up 47% from FY 2025). Profit margin: 3.9% (up from 3.0% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • May 16Dividend increased to LK₨12.75Dividend of LK₨12.75 is 9.0% higher than last year. Ex-date: 25th May 2026 Payment date: 11th June 2026 Dividend yield will be 2.7%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 26% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 29% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Nov 10Upcoming dividend of LK₨5.75 per shareEligible shareholders must have bought the stock before 17 November 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Sri Lankan dividend payers (4.3%). Lower than average of industry peers (3.4%).Board Change • Sep 09High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Suren De Silva was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 13First quarter 2026 earnings released: EPS: LK₨8.79 (vs LK₨6.05 in 1Q 2025)First quarter 2026 results: EPS: LK₨8.79 (up from LK₨6.05 in 1Q 2025). Revenue: LK₨66.7b (up 11% from 1Q 2025). Net income: LK₨2.27b (up 45% from 1Q 2025). Profit margin: 3.4% (up from 2.6% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 11Investor sentiment improves as stock rises 19%After last week's 19% share price gain to LK₨717, the stock trades at a trailing P/E ratio of 25.6x. Average trailing P/E is 17x in the Consumer Retailing industry in Asia. Total returns to shareholders of 386% over the past three years.Board Change • Jul 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Suren De Silva was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jun 30Full year 2025 earnings released: EPS: LK₨28.03 (vs LK₨22.85 in FY 2024)Full year 2025 results: EPS: LK₨28.03 (up from LK₨22.85 in FY 2024). Revenue: LK₨241.8b (up 8.2% from FY 2024). Net income: LK₨7.22b (up 23% from FY 2024). Profit margin: 3.0% (up from 2.6% in FY 2024). The increase in margin was driven by higher revenue. Like-for-like sales growth: 8.5% vs FY 2024 Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 6.4% growth forecast for the Consumer Retailing industry in Asia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 27Cargills (Ceylon) PLC, Annual General Meeting, Jul 22, 2025Cargills (Ceylon) PLC, Annual General Meeting, Jul 22, 2025, at 09:30 Sri Lanka Standard Time. Location: institute of chartered accountants of sri lanka, no. 30a, malalasekara mawatha, 07, colombo Sri LankaReported Earnings • May 29Full year 2025 earnings released: EPS: LK₨28.03 (vs LK₨22.85 in FY 2024)Full year 2025 results: EPS: LK₨28.03 (up from LK₨22.85 in FY 2024). Revenue: LK₨241.8b (up 8.2% from FY 2024). Net income: LK₨7.22b (up 23% from FY 2024). Profit margin: 3.0% (up from 2.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Consumer Retailing industry in Asia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • May 26Dividend of LK₨11.70 announcedShareholders will receive a dividend of LK₨11.70. Ex-date: 29th May 2025 Payment date: 17th June 2025 Dividend yield will be 2.9%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 24% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 27% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 18%After last week's 18% share price gain to LK₨569, the stock trades at a trailing P/E ratio of 20.8x. Average forward P/E is 16x in the Consumer Retailing industry in Asia. Total returns to shareholders of 304% over the past three years.Reported Earnings • Feb 12Third quarter 2025 earnings released: EPS: LK₨6.36 (vs LK₨4.40 in 3Q 2024)Third quarter 2025 results: EPS: LK₨6.36 (up from LK₨4.40 in 3Q 2024). Revenue: LK₨61.9b (up 9.1% from 3Q 2024). Net income: LK₨1.64b (up 45% from 3Q 2024). Profit margin: 2.7% (up from 2.0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Consumer Retailing industry in Asia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Nov 15Deputy Chairman & CEO recently bought LK₨28m worth of stockOn the 8th of November, Valentine Page bought around 70k shares on-market at roughly LK₨395 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. Valentine has been a buyer over the last 12 months, purchasing a net total of LK₨44m worth in shares.Reported Earnings • Nov 06Second quarter 2025 earnings released: EPS: LK₨7.82 (vs LK₨6.24 in 2Q 2024)Second quarter 2025 results: EPS: LK₨7.82 (up from LK₨6.24 in 2Q 2024). Revenue: LK₨60.5b (up 8.9% from 2Q 2024). Net income: LK₨2.01b (up 25% from 2Q 2024). Profit margin: 3.3% (up from 2.9% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Consumer Retailing industry in Asia. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Oct 18Upcoming dividend of LK₨4.80 per shareEligible shareholders must have bought the stock before 25 October 2024. Payment date: 14 November 2024. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of Sri Lankan dividend payers (8.1%). Higher than average of industry peers (2.2%).Recent Insider Transactions • Aug 29Non-Executive Non-Independent Chairman recently bought LK₨3.0m worth of stockOn the 26th of August, Louis Page bought around 8k shares on-market at roughly LK₨375 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth LK₨3.0m. Louis has been a buyer over the last 12 months, purchasing a net total of LK₨7.5m worth in shares.Reported Earnings • Aug 15First quarter 2025 earnings released: EPS: LK₨6.05 (vs LK₨5.14 in 1Q 2024)First quarter 2025 results: EPS: LK₨6.05 (up from LK₨5.14 in 1Q 2024). Revenue: LK₨59.9b (up 5.6% from 1Q 2024). Net income: LK₨1.56b (up 18% from 1Q 2024). Profit margin: 2.6% (up from 2.3% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Consumer Retailing industry in Asia. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 16% per year.Reported Earnings • Jul 12Full year 2024 earnings released: EPS: LK₨22.85 (vs LK₨20.82 in FY 2023)Full year 2024 results: EPS: LK₨22.85 (up from LK₨20.82 in FY 2023). Revenue: LK₨223.4b (up 14% from FY 2023). Net income: LK₨5.89b (up 9.7% from FY 2023). Profit margin: 2.6% (down from 2.7% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Consumer Retailing industry in Asia. Over the last 3 years on average, earnings per share has increased by 15% per year and the company’s share price has also increased by 15% per year.お知らせ • Jul 11Cargills (Ceylon) PLC, Annual General Meeting, Aug 01, 2024Cargills (Ceylon) PLC, Annual General Meeting, Aug 01, 2024, at 09:30 Sri Lanka Standard Time. Location: institute of chartered accountants of sri lanka, no. 30a, malalasekara mawatha, colombo 07, Sri LankaRecent Insider Transactions • Jul 07Deputy Chairman & CEO recently bought LK₨563k worth of stockOn the 4th of July, Valentine Page bought around 2k shares on-market at roughly LK₨375 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, there was an even bigger purchase from another insider worth LK₨3.0m. Valentine has been a buyer over the last 12 months, purchasing a net total of LK₨233m worth in shares.Recent Insider Transactions • Jun 27Insider recently bought LK₨1.9m worth of stockOn the 24th of June, P. Page bought around 5k shares on-market at roughly LK₨375 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 LK₨3.0m. Insiders have collectively bought LK₨246m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Jun 15Deputy Chairman & CEO recently bought LK₨1.6m worth of stockOn the 11th of June, Valentine Page bought around 4k shares on-market at roughly LK₨375 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, there was an even bigger purchase from another insider worth LK₨3.0m. Valentine has been a buyer over the last 12 months, purchasing a net total of LK₨232m worth in shares.Reported Earnings • Jun 04Full year 2024 earnings released: EPS: LK₨22.83 (vs LK₨20.82 in FY 2023)Full year 2024 results: EPS: LK₨22.83 (up from LK₨20.82 in FY 2023). Revenue: LK₨223.4b (up 14% from FY 2023). Net income: LK₨5.89b (up 9.7% from FY 2023). Profit margin: 2.6% (down from 2.7% 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 whereas the company’s share price has increased by 16% per year.Upcoming Dividend • May 22Upcoming dividend of LK₨10.50 per shareEligible shareholders must have bought the stock before 29 May 2024. Payment date: 19 June 2024. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Sri Lankan dividend payers (8.1%). Higher than average of industry peers (2.1%).Reported Earnings • Feb 16Third quarter 2024 earnings released: EPS: LK₨4.40 (vs LK₨3.15 in 3Q 2023)Third quarter 2024 results: EPS: LK₨4.40 (up from LK₨3.15 in 3Q 2023). Revenue: LK₨56.7b (up 14% from 3Q 2023). Net income: LK₨1.13b (up 40% from 3Q 2023). Profit margin: 2.0% (up from 1.6% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Consumer Retailing industry in Asia. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Feb 02Deputy Chairman & CEO recently bought LK₨6.0m worth of stockOn the 30th of January, Valentine Page bought around 18k shares on-market at roughly LK₨330 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 LK₨70m. Valentine has been a buyer over the last 12 months, purchasing a net total of LK₨249m worth in shares.お知らせ • Dec 16Cargills (Ceylon) plc Appoints Asite Talwatte as Senior Independent DirectorCargills (Ceylon) PLC announced that Mr. Asite Talwatte was appointed as the senior Independent Director of the company by the Board of Directors of the company on December 14, 2023.Recent Insider Transactions • Dec 12Deputy Chairman & CEO recently bought LK₨8.4m worth of stockOn the 5th of December, Valentine Page bought around 23k shares on-market at roughly LK₨360 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 LK₨70m. Valentine has been a buyer over the last 12 months, purchasing a net total of LK₨261m worth in shares.Recent Insider Transactions • Nov 10Deputy Chairman & CEO recently bought LK₨70m worth of stockOn the 7th of November, Valentine Page bought around 187k shares on-market at roughly LK₨375 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. Valentine has been a buyer over the last 12 months, purchasing a net total of LK₨255m worth in shares.Reported Earnings • Nov 03Second quarter 2024 earnings released: EPS: LK₨6.24 (vs LK₨4.63 in 2Q 2023)Second quarter 2024 results: EPS: LK₨6.24 (up from LK₨4.63 in 2Q 2023). Revenue: LK₨55.6b (up 13% from 2Q 2023). Net income: LK₨1.61b (up 35% from 2Q 2023). Profit margin: 2.9% (up from 2.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Consumer Retailing industry in Asia. Over the last 3 years on average, earnings per share has increased by 24% per year and the company’s share price has also increased by 24% per year.Recent Insider Transactions • Oct 07Non-Executive Non-Independent Chairman recently bought LK₨1.2m worth of stockOn the 4th of October, Louis Page bought around 3k shares on-market at roughly LK₨347 per share. This transaction amounted to 5.9% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth LK₨145m. Louis has been a buyer over the last 12 months, purchasing a net total of LK₨5.4m worth in shares.Price Target Changed • Sep 08Price target increased by 10% to LK₨356Up from LK₨323, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of LK₨350. Stock is up 64% over the past year. The company posted earnings per share of LK₨20.82 last year.New Risk • Aug 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.5% Last year net profit margin: 3.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.3x net interest cover). Minor Risks Dividend is not well covered by cash flows (318% cash payout ratio). Profit margins are more than 30% lower than last year (2.5% net profit margin).Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: LK₨5.14 (vs LK₨6.04 in 1Q 2023)First quarter 2024 results: EPS: LK₨5.14 (down from LK₨6.04 in 1Q 2023). Revenue: LK₨56.8b (up 18% from 1Q 2023). Net income: LK₨1.32b (down 15% from 1Q 2023). Profit margin: 2.3% (down from 3.2% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Consumer Retailing industry in Asia. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Jul 20Deputy Chairman & CEO recently bought LK₨4.3m worth of stockOn the 17th of July, Valentine Page bought around 15k shares on-market at roughly LK₨285 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 LK₨12m. Valentine has been a buyer over the last 12 months, purchasing a net total of LK₨47m worth in shares.Reported Earnings • Jul 08Full year 2023 earnings released: EPS: LK₨20.82 (vs LK₨17.63 in FY 2022)Full year 2023 results: EPS: LK₨20.82 (up from LK₨17.63 in FY 2022). Revenue: LK₨195.6b (up 43% from FY 2022). Net income: LK₨5.37b (up 18% from FY 2022). Profit margin: 2.7% (down from 3.3% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Consumer Retailing industry in Asia. 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 12% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 06Cargills (Ceylon) PLC, Annual General Meeting, Jul 28, 2023Cargills (Ceylon) PLC, Annual General Meeting, Jul 28, 2023, at 09:00 Sri Lanka Standard Time. Location: Institute of Chartered Accountants of Sri Lanka, No. 30A Malalasekara Mawatha Colombo 07 Sri Lanka Agenda: To receive and consider the Annual Report of the Directors and the Financial Statements for the year ended 31 March 2023, with the Report of the Auditors thereon; to authorize the Directors to determine contributions to charities for the financial year 2023/24; to authorize the Directors to determine the remuneration of the Auditors, Messrs. KPMG, who are deemed reappointed as Auditors at the Annual General Meeting of the Company in terms of Section 158 of the Companies Act No. 07 of 2007; and to consider other matters.Reported Earnings • Jun 01Full year 2023 earnings released: EPS: LK₨20.82 (vs LK₨17.63 in FY 2022)Full year 2023 results: EPS: LK₨20.82 (up from LK₨17.63 in FY 2022). Revenue: LK₨195.6b (up 43% from FY 2022). Net income: LK₨5.37b (up 18% from FY 2022). Profit margin: 2.7% (down from 3.3% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Consumer Retailing industry in Asia. 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 11% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • May 29Deputy Chairman & CEO recently bought LK₨6.0m worth of stockOn the 25th of May, Valentine Page bought around 24k shares on-market at roughly LK₨250 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 LK₨12m. Valentine has been a buyer over the last 12 months, purchasing a net total of LK₨42m worth in shares.Recent Insider Transactions • Apr 25Deputy Chairman & CEO recently bought LK₨12m worth of stockOn the 21st of April, Valentine Page bought around 51k shares on-market at roughly LK₨238 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. Valentine has been a buyer over the last 12 months, purchasing a net total of LK₨36m worth in shares.Price Target Changed • Apr 20Price target increased by 11% to LK₨303Up from LK₨272, the current price target is an average from 2 analysts. New target price is 26% above last closing price of LK₨241. Stock is up 39% over the past year. The company posted earnings per share of LK₨17.63 last year.Reported Earnings • Feb 10Third quarter 2023 earnings released: EPS: LK₨3.15 (vs LK₨5.50 in 3Q 2022)Third quarter 2023 results: EPS: LK₨3.15 (down from LK₨5.50 in 3Q 2022). Revenue: LK₨49.9b (up 33% from 3Q 2022). Net income: LK₨810.7m (down 43% from 3Q 2022). Profit margin: 1.6% (down from 3.8% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Consumer Retailing industry in Asia. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Jan 05Deputy Chairman & CEO recently bought LK₨635k worth of stockOn the 2nd of January, Valentine Page bought around 3k shares on-market at roughly LK₨235 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 LK₨2.3m. Valentine has been a buyer over the last 12 months, purchasing a net total of LK₨6.2m worth in shares.Recent Insider Transactions • Dec 11Deputy Chairman & CEO recently bought LK₨2.3m worth of stockOn the 8th of December, Valentine Page bought around 10k shares on-market at roughly LK₨225 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. Valentine has been a buyer over the last 12 months, purchasing a net total of LK₨5.6m worth in shares.Reported Earnings • Nov 09Second quarter 2023 earnings released: EPS: LK₨4.63 (vs LK₨2.71 in 2Q 2022)Second quarter 2023 results: EPS: LK₨4.63 (up from LK₨2.71 in 2Q 2022). Revenue: LK₨49.2b (up 70% from 2Q 2022). Net income: LK₨1.19b (up 71% from 2Q 2022). Profit margin: 2.4% (in line with 2Q 2022). Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Consumer Retailing industry in Asia. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Sep 01Deputy Chairman & CEO recently bought LK₨1.1m worth of stockOn the 26th of August, Valentine Page bought around 6k shares on-market at roughly LK₨180 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 LK₨2.3m. Valentine has been a buyer over the last 12 months, purchasing a net total of LK₨3.3m worth in shares.Recent Insider Transactions • Aug 24Deputy Chairman & CEO recently bought LK₨2.3m worth of stockOn the 19th of August, Valentine Page bought around 13k shares on-market at roughly LK₨180 per share. This was the largest purchase by an insider in the last 3 months. This was Valentine's only on-market trade for the last 12 months.Reported Earnings • Aug 11First quarter 2023 earnings released: EPS: LK₨6.04 (vs LK₨1.97 in 1Q 2022)First quarter 2023 results: EPS: LK₨6.04 (up from LK₨1.97 in 1Q 2022). Revenue: LK₨48.0b (up 63% from 1Q 2022). Net income: LK₨1.56b (up 206% from 1Q 2022). Profit margin: 3.2% (up from 1.7% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to stay flat compared to a 17% growth forecast for the industry in Sri Lanka. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jul 22Upcoming dividend of LK₨5.00 per shareEligible shareholders must have bought the stock before 29 July 2022. Payment date: 18 August 2022. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 4.5%. Lower than top quartile of Sri Lankan dividend payers (9.3%). Higher than average of industry peers (1.9%).Reported Earnings • Jul 07Full year 2022 earnings released: EPS: LK₨17.63 (vs LK₨13.51 in FY 2021)Full year 2022 results: EPS: LK₨17.63 (up from LK₨13.51 in FY 2021). Revenue: LK₨136.7b (up 21% from FY 2021). Net income: LK₨4.54b (up 31% from FY 2021). Profit margin: 3.3% (up from 3.1% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 9.4%, compared to a 19% growth forecast for the retail industry in Sri Lanka. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Jun 30Cargills (Ceylon) PLC, Annual General Meeting, Jul 28, 2022Cargills (Ceylon) PLC, Annual General Meeting, Jul 28, 2022.Reported Earnings • Jun 01Full year 2022 earnings released: EPS: LK₨17.63 (vs LK₨13.51 in FY 2021)Full year 2022 results: EPS: LK₨17.63 (up from LK₨13.51 in FY 2021). Revenue: LK₨136.7b (up 21% from FY 2021). Net income: LK₨4.54b (up 31% from FY 2021). Profit margin: 3.3% (up from 3.1% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 9.4%, compared to a 22% growth forecast for the retail industry in Sri Lanka. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Price Target Changed • Apr 27Price target decreased to LK₨237Down from LK₨272, the current price target is an average from 2 analysts. New target price is 39% above last closing price of LK₨170. Stock is down 26% over the past year. The company posted earnings per share of LK₨13.51 last year.お知らせ • Apr 14Cargill Expands RadiPure® Pea Protein into the META & India MarketsCargill is expanding RadiPure® pea protein in Middle East, Turkey, Africa (META) & India, a move that will help food and beverage manufacturers in the region respond to evolving marketplace trends. Functionally, RadiPure® pea protein offers the solubility and flavor profile that customers need for food application development. Those benefits, alongside its emulsifying, viscosifying and gelation properties, make pea protein a good choice for a wide range of applications, including dairy and dairy alternatives, snacks, bakery, plant-based meat alternatives, vegan, and vegetarian solutions. Nutritionally, pea protein is highly regarded for its superior amino acid profile and high digestibility. Cargill's offering provides a minimum of 80% protein in with RadiPure® brand. It can be combined with other plant-based proteins to deliver a complete protein profile. Pea protein also packs plenty of label appeal. The ingredient is familiar to consumers and enables valuable product claims such as non-GMO, dairy-free, and gluten-free. Cargill is expanding its plant-based protein offerings in META as demand for protein-rich, plant-based foods continues to grow throughout the region.Price Target Changed • Mar 30Price target decreased to LK₨237Down from LK₨272, the current price target is an average from 2 analysts. New target price is 31% above last closing price of LK₨180. Stock is down 23% over the past year. The company posted earnings per share of LK₨13.51 last year.Board Change • Mar 29High number of new directorsGroup CFO & Director Dilantha Jayawardhana was the last director to join the board, commencing their role in 2021.お知らせ • Mar 03Cargills (Ceylon) PLC Appoints Stephanie A. Lundquist as Chief Human Resources OfficerCargill Corporation announced on February 28, 2022, Ms. Lundquist will be joining Cargill as its Chief Human Resources Officer beginning on April 4, 2022.Reported Earnings • Feb 01Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: LK₨5.50 (up from LK₨3.98 in 3Q 2021). Revenue: LK₨37.4b (up 22% from 3Q 2021). Net income: LK₨1.42b (up 38% from 3Q 2021). Profit margin: 3.8% (up from 3.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 13%, compared to a 21% growth forecast for the industry in Sri Lanka. 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 • Jan 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Group CFO & Director Dilantha Jayawardhana 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.Upcoming Dividend • Nov 23Upcoming dividend of LK₨2.00 per shareEligible shareholders must have bought the stock before 30 November 2021. Payment date: 20 December 2021. Trailing yield: 2.8%. Lower than top quartile of Sri Lankan dividend payers (5.9%). Higher than average of industry peers (1.8%).Reported Earnings • Nov 03Second quarter 2022 earnings released: EPS LK₨2.71 (vs LK₨1.92 in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were flat. Second quarter 2022 results: Revenue: LK₨29.0b (flat on 2Q 2021). Net income: LK₨699.4m (up 41% from 2Q 2021). Profit margin: 2.4% (up from 1.7% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Aug 26Deputy Chairman & CEO recently bought LK₨1.6m worth of stockOn the 18th of August, Valentine Page bought around 7k shares on-market at roughly LK₨245 per share. In the last 3 months, they made an even bigger purchase worth LK₨180m. Valentine has been a buyer over the last 12 months, purchasing a net total of LK₨287m worth in shares.Price Target Changed • Aug 18Price target decreased to LK₨310Down from LK₨365, the current price target is an average from 2 analysts. New target price is 26% above last closing price of LK₨245. Stock is up 30% over the past year.Reported Earnings • Aug 09First quarter 2022 earnings released: EPS LK₨1.97 (vs LK₨0.81 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: LK₨29.4b (up 29% from 1Q 2021). Net income: LK₨508.2m (up 142% from 1Q 2021). Profit margin: 1.7% (up from 0.9% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Jul 15Deputy Chairman & CEO recently bought LK₨6.8m worth of stockOn the 13th of July, Valentine Page bought around 28k shares on-market at roughly LK₨247 per share. In the last 3 months, they made an even bigger purchase worth LK₨85m. Valentine has been a buyer over the last 12 months, purchasing a net total of LK₨105m worth in shares.Recent Insider Transactions • Jul 03Deputy Chairman & CEO recently bought LK₨5.5m worth of stockOn the 30th of June, Valentine Page bought around 23k shares on-market at roughly LK₨240 per share. In the last 3 months, they made an even bigger purchase worth LK₨85m. Valentine has been a buyer over the last 12 months, purchasing a net total of LK₨98m worth in shares.Upcoming Dividend • Jun 23Upcoming dividend of LK₨4.10 per shareEligible shareholders must have bought the stock before 30 June 2021. Payment date: 19 July 2021. Trailing yield: 2.4%. Lower than top quartile of Sri Lankan dividend payers (5.6%). Higher than average of industry peers (1.8%).Recent Insider Transactions • Jun 23Deputy Chairman & CEO recently bought LK₨85m worth of stockOn the 18th of June, Valentine Page bought around 350k shares on-market at roughly LK₨243 per share. This was the largest purchase by an insider in the last 3 months. Valentine has been a buyer over the last 12 months, purchasing a net total of LK₨93m worth in shares.Is New 90 Day High Low • Jan 22New 90-day high: LK₨231The company is up 21% from its price of LK₨190 on 23 October 2020. The Sri Lankan market is up 40% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Retailing industry, which is up 5.0% over the same period.Is New 90 Day High Low • Dec 31New 90-day high: LK₨205The company is up 9.0% from its price of LK₨188 on 02 October 2020. The Sri Lankan market is up 13% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Retailing industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is LK₨687 per share.Is New 90 Day High Low • Dec 14New 90-day high: LK₨203The company is up 9.0% from its price of LK₨186 on 15 September 2020. The Sri Lankan market is up 21% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Retailing industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is LK₨689 per share.Recent Insider Transactions • Oct 07Non-Executive Non-Independent Chairman recently bought LK₨2.8m worth of stockOn the 2nd of October, Louis Page bought around 15k shares on-market at roughly LK₨188 per share. This was the largest purchase by an insider in the last 3 months. Louis has been a buyer over the last 12 months, purchasing a net total of LK₨5.2m worth in shares.株主還元CARG.N0000LK Consumer RetailingLK 市場7D-1.6%-0.9%-0.4%1Y6.5%-9.2%19.2%株主還元を見る業界別リターン: CARG.N0000過去 1 年間で-9.2 % の収益を上げたLK Consumer Retailing業界を上回りました。リターン対市場: CARG.N0000は、過去 1 年間で19.2 % のリターンを上げたLK市場を下回りました。価格変動Is CARG.N0000's price volatile compared to industry and market?CARG.N0000 volatilityCARG.N0000 Average Weekly Movement2.4%Consumer Retailing Industry Average Movement4.4%Market Average Movement6.3%10% most volatile stocks in LK Market12.3%10% least volatile stocks in LK Market3.0%安定した株価: CARG.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: CARG.N0000の 週次ボラティリティ ( 2% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト184410,667Ranjit Pagewww.cargillsceylon.comカーギルズ社（セイロン）PLC は、スリランカ国内外で食品・飲料製品の製造、取引、流通、小売を行っている。4つのセグメントを通じて事業を展開している：食品小売事業、食品・飲料製造・販売事業、レストラン事業、不動産事業である。食品小売事業では、「Food City」、「Cargills Express」、「Food Hal」のブランド名で小売店舗を運営し、Eコマースプラットフォームである「Cargills Online」を運営している。食品飲料製造・販売事業では、アイスクリームやその他の乳製品、フルーツベースの製品、食肉加工品、ビスケット、国際的なFMCG製品の販売、農業用種子の生産・輸入・販売を行っている。外食事業は、フランチャイズ契約に基づくケンタッキーフライドチキン（KFC）およびTGIFレストランの運営を行う。不動産部門はカーギルス・スクエア・ショッピング・モールとエンターテイメント・モールを運営している。同社はまた、Kotmaleブランドの新鮮で付加価値の高い牛乳、チーズ、バター、セットヨーグルト、飲料ヨーグルトなどの乳製品、Kistブランドのビスケット、ウエハース、クラッカー、チョコレート入りビスケットなどの菓子類も提供している；Goldi、Sam's、Cargills Finestブランドの食肉加工品、生肉、コールドカット、ネクター、コーディアル、ピュアフルーツジュース、濃縮スカッシュ、炭酸果実飲料、炭酸ソフトドリンクなどの飲料、ボトル入り飲料水、ジャム、ソース、トレカ、ビネガー、チャツネなどの調味料。さらに、金融、レジャー、ホスピタリティ・サービスを提供し、劇場も運営している。さらに、国産および輸入種子、防虫ネット、プラスチックマルチ、植物刺激剤、農業用水ポンプ、非化学的害虫駆除システム、マイクロ灌漑システムの生産、輸入、販売も行っている。同社は1844年に設立され、スリランカのコロンボに本社を置いている。カーギルズ（セイロン）PLC は C T ホールディングス PLC の子会社である。もっと見るCargills (Ceylon) PLC 基礎のまとめCargills (Ceylon) の収益と売上を時価総額と比較するとどうか。CARG.N0000 基礎統計学時価総額LK₨162.14b収益（TTM）LK₨10.61b売上高(TTM)LK₨272.66b15.3xPER（株価収益率0.6xP/SレシオCARG.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CARG.N0000 損益計算書（TTM）収益LK₨272.66b売上原価LK₨238.25b売上総利益LK₨34.42bその他の費用LK₨23.81b収益LK₨10.61b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）41.18グロス・マージン12.62%純利益率3.89%有利子負債／自己資本比率49.9%CARG.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配当金2.9%現在の配当利回り45%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/23 01:23終値2026/07/23 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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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Cargills (Ceylon) PLC 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。3 アナリスト機関Shehan AbeykoonAsia Securities (Private) Limitednull nullCT SMITHHiruni PereraFirst Capital Holdings PLC
Recent Insider Transactions • Jul 23Insider recently sold LK₨1.1b worth of stockOn the 21st of July, P. Page sold around 2m shares on-market at roughly LK₨630 per share. This transaction amounted to 95% 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₨2.3b more than they bought in the last 12 months.
Reported Earnings • May 28Full year 2026 earnings released: EPS: LK₨41.18 (vs LK₨28.03 in FY 2025)Full year 2026 results: EPS: LK₨41.18 (up from LK₨28.03 in FY 2025). Revenue: LK₨272.7b (up 13% from FY 2025). Net income: LK₨10.6b (up 47% from FY 2025). Profit margin: 3.9% (up from 3.0% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • May 16Dividend increased to LK₨12.75Dividend of LK₨12.75 is 9.0% higher than last year. Ex-date: 25th May 2026 Payment date: 11th June 2026 Dividend yield will be 2.7%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 26% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 29% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Nov 10Upcoming dividend of LK₨5.75 per shareEligible shareholders must have bought the stock before 17 November 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Sri Lankan dividend payers (4.3%). Lower than average of industry peers (3.4%).
Board Change • Sep 09High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Suren De Silva was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 13First quarter 2026 earnings released: EPS: LK₨8.79 (vs LK₨6.05 in 1Q 2025)First quarter 2026 results: EPS: LK₨8.79 (up from LK₨6.05 in 1Q 2025). Revenue: LK₨66.7b (up 11% from 1Q 2025). Net income: LK₨2.27b (up 45% from 1Q 2025). Profit margin: 3.4% (up from 2.6% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Jul 23Insider recently sold LK₨1.1b worth of stockOn the 21st of July, P. Page sold around 2m shares on-market at roughly LK₨630 per share. This transaction amounted to 95% 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₨2.3b more than they bought in the last 12 months.
Reported Earnings • May 28Full year 2026 earnings released: EPS: LK₨41.18 (vs LK₨28.03 in FY 2025)Full year 2026 results: EPS: LK₨41.18 (up from LK₨28.03 in FY 2025). Revenue: LK₨272.7b (up 13% from FY 2025). Net income: LK₨10.6b (up 47% from FY 2025). Profit margin: 3.9% (up from 3.0% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • May 16Dividend increased to LK₨12.75Dividend of LK₨12.75 is 9.0% higher than last year. Ex-date: 25th May 2026 Payment date: 11th June 2026 Dividend yield will be 2.7%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 26% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 29% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Nov 10Upcoming dividend of LK₨5.75 per shareEligible shareholders must have bought the stock before 17 November 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Sri Lankan dividend payers (4.3%). Lower than average of industry peers (3.4%).
Board Change • Sep 09High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Suren De Silva was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 13First quarter 2026 earnings released: EPS: LK₨8.79 (vs LK₨6.05 in 1Q 2025)First quarter 2026 results: EPS: LK₨8.79 (up from LK₨6.05 in 1Q 2025). Revenue: LK₨66.7b (up 11% from 1Q 2025). Net income: LK₨2.27b (up 45% from 1Q 2025). Profit margin: 3.4% (up from 2.6% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 11Investor sentiment improves as stock rises 19%After last week's 19% share price gain to LK₨717, the stock trades at a trailing P/E ratio of 25.6x. Average trailing P/E is 17x in the Consumer Retailing industry in Asia. Total returns to shareholders of 386% over the past three years.
Board Change • Jul 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Suren De Silva was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jun 30Full year 2025 earnings released: EPS: LK₨28.03 (vs LK₨22.85 in FY 2024)Full year 2025 results: EPS: LK₨28.03 (up from LK₨22.85 in FY 2024). Revenue: LK₨241.8b (up 8.2% from FY 2024). Net income: LK₨7.22b (up 23% from FY 2024). Profit margin: 3.0% (up from 2.6% in FY 2024). The increase in margin was driven by higher revenue. Like-for-like sales growth: 8.5% vs FY 2024 Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 6.4% growth forecast for the Consumer Retailing industry in Asia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 27Cargills (Ceylon) PLC, Annual General Meeting, Jul 22, 2025Cargills (Ceylon) PLC, Annual General Meeting, Jul 22, 2025, at 09:30 Sri Lanka Standard Time. Location: institute of chartered accountants of sri lanka, no. 30a, malalasekara mawatha, 07, colombo Sri Lanka
Reported Earnings • May 29Full year 2025 earnings released: EPS: LK₨28.03 (vs LK₨22.85 in FY 2024)Full year 2025 results: EPS: LK₨28.03 (up from LK₨22.85 in FY 2024). Revenue: LK₨241.8b (up 8.2% from FY 2024). Net income: LK₨7.22b (up 23% from FY 2024). Profit margin: 3.0% (up from 2.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Consumer Retailing industry in Asia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • May 26Dividend of LK₨11.70 announcedShareholders will receive a dividend of LK₨11.70. Ex-date: 29th May 2025 Payment date: 17th June 2025 Dividend yield will be 2.9%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 24% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 27% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 18%After last week's 18% share price gain to LK₨569, the stock trades at a trailing P/E ratio of 20.8x. Average forward P/E is 16x in the Consumer Retailing industry in Asia. Total returns to shareholders of 304% over the past three years.
Reported Earnings • Feb 12Third quarter 2025 earnings released: EPS: LK₨6.36 (vs LK₨4.40 in 3Q 2024)Third quarter 2025 results: EPS: LK₨6.36 (up from LK₨4.40 in 3Q 2024). Revenue: LK₨61.9b (up 9.1% from 3Q 2024). Net income: LK₨1.64b (up 45% from 3Q 2024). Profit margin: 2.7% (up from 2.0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Consumer Retailing industry in Asia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Nov 15Deputy Chairman & CEO recently bought LK₨28m worth of stockOn the 8th of November, Valentine Page bought around 70k shares on-market at roughly LK₨395 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. Valentine has been a buyer over the last 12 months, purchasing a net total of LK₨44m worth in shares.
Reported Earnings • Nov 06Second quarter 2025 earnings released: EPS: LK₨7.82 (vs LK₨6.24 in 2Q 2024)Second quarter 2025 results: EPS: LK₨7.82 (up from LK₨6.24 in 2Q 2024). Revenue: LK₨60.5b (up 8.9% from 2Q 2024). Net income: LK₨2.01b (up 25% from 2Q 2024). Profit margin: 3.3% (up from 2.9% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Consumer Retailing industry in Asia. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Oct 18Upcoming dividend of LK₨4.80 per shareEligible shareholders must have bought the stock before 25 October 2024. Payment date: 14 November 2024. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of Sri Lankan dividend payers (8.1%). Higher than average of industry peers (2.2%).
Recent Insider Transactions • Aug 29Non-Executive Non-Independent Chairman recently bought LK₨3.0m worth of stockOn the 26th of August, Louis Page bought around 8k shares on-market at roughly LK₨375 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth LK₨3.0m. Louis has been a buyer over the last 12 months, purchasing a net total of LK₨7.5m worth in shares.
Reported Earnings • Aug 15First quarter 2025 earnings released: EPS: LK₨6.05 (vs LK₨5.14 in 1Q 2024)First quarter 2025 results: EPS: LK₨6.05 (up from LK₨5.14 in 1Q 2024). Revenue: LK₨59.9b (up 5.6% from 1Q 2024). Net income: LK₨1.56b (up 18% from 1Q 2024). Profit margin: 2.6% (up from 2.3% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Consumer Retailing industry in Asia. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 16% per year.
Reported Earnings • Jul 12Full year 2024 earnings released: EPS: LK₨22.85 (vs LK₨20.82 in FY 2023)Full year 2024 results: EPS: LK₨22.85 (up from LK₨20.82 in FY 2023). Revenue: LK₨223.4b (up 14% from FY 2023). Net income: LK₨5.89b (up 9.7% from FY 2023). Profit margin: 2.6% (down from 2.7% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Consumer Retailing industry in Asia. Over the last 3 years on average, earnings per share has increased by 15% per year and the company’s share price has also increased by 15% per year.
お知らせ • Jul 11Cargills (Ceylon) PLC, Annual General Meeting, Aug 01, 2024Cargills (Ceylon) PLC, Annual General Meeting, Aug 01, 2024, at 09:30 Sri Lanka Standard Time. Location: institute of chartered accountants of sri lanka, no. 30a, malalasekara mawatha, colombo 07, Sri Lanka
Recent Insider Transactions • Jul 07Deputy Chairman & CEO recently bought LK₨563k worth of stockOn the 4th of July, Valentine Page bought around 2k shares on-market at roughly LK₨375 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, there was an even bigger purchase from another insider worth LK₨3.0m. Valentine has been a buyer over the last 12 months, purchasing a net total of LK₨233m worth in shares.
Recent Insider Transactions • Jun 27Insider recently bought LK₨1.9m worth of stockOn the 24th of June, P. Page bought around 5k shares on-market at roughly LK₨375 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 LK₨3.0m. Insiders have collectively bought LK₨246m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Jun 15Deputy Chairman & CEO recently bought LK₨1.6m worth of stockOn the 11th of June, Valentine Page bought around 4k shares on-market at roughly LK₨375 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, there was an even bigger purchase from another insider worth LK₨3.0m. Valentine has been a buyer over the last 12 months, purchasing a net total of LK₨232m worth in shares.
Reported Earnings • Jun 04Full year 2024 earnings released: EPS: LK₨22.83 (vs LK₨20.82 in FY 2023)Full year 2024 results: EPS: LK₨22.83 (up from LK₨20.82 in FY 2023). Revenue: LK₨223.4b (up 14% from FY 2023). Net income: LK₨5.89b (up 9.7% from FY 2023). Profit margin: 2.6% (down from 2.7% 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 whereas the company’s share price has increased by 16% per year.
Upcoming Dividend • May 22Upcoming dividend of LK₨10.50 per shareEligible shareholders must have bought the stock before 29 May 2024. Payment date: 19 June 2024. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Sri Lankan dividend payers (8.1%). Higher than average of industry peers (2.1%).
Reported Earnings • Feb 16Third quarter 2024 earnings released: EPS: LK₨4.40 (vs LK₨3.15 in 3Q 2023)Third quarter 2024 results: EPS: LK₨4.40 (up from LK₨3.15 in 3Q 2023). Revenue: LK₨56.7b (up 14% from 3Q 2023). Net income: LK₨1.13b (up 40% from 3Q 2023). Profit margin: 2.0% (up from 1.6% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Consumer Retailing industry in Asia. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Feb 02Deputy Chairman & CEO recently bought LK₨6.0m worth of stockOn the 30th of January, Valentine Page bought around 18k shares on-market at roughly LK₨330 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 LK₨70m. Valentine has been a buyer over the last 12 months, purchasing a net total of LK₨249m worth in shares.
お知らせ • Dec 16Cargills (Ceylon) plc Appoints Asite Talwatte as Senior Independent DirectorCargills (Ceylon) PLC announced that Mr. Asite Talwatte was appointed as the senior Independent Director of the company by the Board of Directors of the company on December 14, 2023.
Recent Insider Transactions • Dec 12Deputy Chairman & CEO recently bought LK₨8.4m worth of stockOn the 5th of December, Valentine Page bought around 23k shares on-market at roughly LK₨360 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 LK₨70m. Valentine has been a buyer over the last 12 months, purchasing a net total of LK₨261m worth in shares.
Recent Insider Transactions • Nov 10Deputy Chairman & CEO recently bought LK₨70m worth of stockOn the 7th of November, Valentine Page bought around 187k shares on-market at roughly LK₨375 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. Valentine has been a buyer over the last 12 months, purchasing a net total of LK₨255m worth in shares.
Reported Earnings • Nov 03Second quarter 2024 earnings released: EPS: LK₨6.24 (vs LK₨4.63 in 2Q 2023)Second quarter 2024 results: EPS: LK₨6.24 (up from LK₨4.63 in 2Q 2023). Revenue: LK₨55.6b (up 13% from 2Q 2023). Net income: LK₨1.61b (up 35% from 2Q 2023). Profit margin: 2.9% (up from 2.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Consumer Retailing industry in Asia. Over the last 3 years on average, earnings per share has increased by 24% per year and the company’s share price has also increased by 24% per year.
Recent Insider Transactions • Oct 07Non-Executive Non-Independent Chairman recently bought LK₨1.2m worth of stockOn the 4th of October, Louis Page bought around 3k shares on-market at roughly LK₨347 per share. This transaction amounted to 5.9% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth LK₨145m. Louis has been a buyer over the last 12 months, purchasing a net total of LK₨5.4m worth in shares.
Price Target Changed • Sep 08Price target increased by 10% to LK₨356Up from LK₨323, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of LK₨350. Stock is up 64% over the past year. The company posted earnings per share of LK₨20.82 last year.
New Risk • Aug 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.5% Last year net profit margin: 3.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.3x net interest cover). Minor Risks Dividend is not well covered by cash flows (318% cash payout ratio). Profit margins are more than 30% lower than last year (2.5% net profit margin).
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: LK₨5.14 (vs LK₨6.04 in 1Q 2023)First quarter 2024 results: EPS: LK₨5.14 (down from LK₨6.04 in 1Q 2023). Revenue: LK₨56.8b (up 18% from 1Q 2023). Net income: LK₨1.32b (down 15% from 1Q 2023). Profit margin: 2.3% (down from 3.2% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Consumer Retailing industry in Asia. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Jul 20Deputy Chairman & CEO recently bought LK₨4.3m worth of stockOn the 17th of July, Valentine Page bought around 15k shares on-market at roughly LK₨285 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 LK₨12m. Valentine has been a buyer over the last 12 months, purchasing a net total of LK₨47m worth in shares.
Reported Earnings • Jul 08Full year 2023 earnings released: EPS: LK₨20.82 (vs LK₨17.63 in FY 2022)Full year 2023 results: EPS: LK₨20.82 (up from LK₨17.63 in FY 2022). Revenue: LK₨195.6b (up 43% from FY 2022). Net income: LK₨5.37b (up 18% from FY 2022). Profit margin: 2.7% (down from 3.3% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Consumer Retailing industry in Asia. 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 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 06Cargills (Ceylon) PLC, Annual General Meeting, Jul 28, 2023Cargills (Ceylon) PLC, Annual General Meeting, Jul 28, 2023, at 09:00 Sri Lanka Standard Time. Location: Institute of Chartered Accountants of Sri Lanka, No. 30A Malalasekara Mawatha Colombo 07 Sri Lanka Agenda: To receive and consider the Annual Report of the Directors and the Financial Statements for the year ended 31 March 2023, with the Report of the Auditors thereon; to authorize the Directors to determine contributions to charities for the financial year 2023/24; to authorize the Directors to determine the remuneration of the Auditors, Messrs. KPMG, who are deemed reappointed as Auditors at the Annual General Meeting of the Company in terms of Section 158 of the Companies Act No. 07 of 2007; and to consider other matters.
Reported Earnings • Jun 01Full year 2023 earnings released: EPS: LK₨20.82 (vs LK₨17.63 in FY 2022)Full year 2023 results: EPS: LK₨20.82 (up from LK₨17.63 in FY 2022). Revenue: LK₨195.6b (up 43% from FY 2022). Net income: LK₨5.37b (up 18% from FY 2022). Profit margin: 2.7% (down from 3.3% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Consumer Retailing industry in Asia. 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 11% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • May 29Deputy Chairman & CEO recently bought LK₨6.0m worth of stockOn the 25th of May, Valentine Page bought around 24k shares on-market at roughly LK₨250 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 LK₨12m. Valentine has been a buyer over the last 12 months, purchasing a net total of LK₨42m worth in shares.
Recent Insider Transactions • Apr 25Deputy Chairman & CEO recently bought LK₨12m worth of stockOn the 21st of April, Valentine Page bought around 51k shares on-market at roughly LK₨238 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. Valentine has been a buyer over the last 12 months, purchasing a net total of LK₨36m worth in shares.
Price Target Changed • Apr 20Price target increased by 11% to LK₨303Up from LK₨272, the current price target is an average from 2 analysts. New target price is 26% above last closing price of LK₨241. Stock is up 39% over the past year. The company posted earnings per share of LK₨17.63 last year.
Reported Earnings • Feb 10Third quarter 2023 earnings released: EPS: LK₨3.15 (vs LK₨5.50 in 3Q 2022)Third quarter 2023 results: EPS: LK₨3.15 (down from LK₨5.50 in 3Q 2022). Revenue: LK₨49.9b (up 33% from 3Q 2022). Net income: LK₨810.7m (down 43% from 3Q 2022). Profit margin: 1.6% (down from 3.8% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Consumer Retailing industry in Asia. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Jan 05Deputy Chairman & CEO recently bought LK₨635k worth of stockOn the 2nd of January, Valentine Page bought around 3k shares on-market at roughly LK₨235 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 LK₨2.3m. Valentine has been a buyer over the last 12 months, purchasing a net total of LK₨6.2m worth in shares.
Recent Insider Transactions • Dec 11Deputy Chairman & CEO recently bought LK₨2.3m worth of stockOn the 8th of December, Valentine Page bought around 10k shares on-market at roughly LK₨225 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. Valentine has been a buyer over the last 12 months, purchasing a net total of LK₨5.6m worth in shares.
Reported Earnings • Nov 09Second quarter 2023 earnings released: EPS: LK₨4.63 (vs LK₨2.71 in 2Q 2022)Second quarter 2023 results: EPS: LK₨4.63 (up from LK₨2.71 in 2Q 2022). Revenue: LK₨49.2b (up 70% from 2Q 2022). Net income: LK₨1.19b (up 71% from 2Q 2022). Profit margin: 2.4% (in line with 2Q 2022). Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Consumer Retailing industry in Asia. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Sep 01Deputy Chairman & CEO recently bought LK₨1.1m worth of stockOn the 26th of August, Valentine Page bought around 6k shares on-market at roughly LK₨180 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 LK₨2.3m. Valentine has been a buyer over the last 12 months, purchasing a net total of LK₨3.3m worth in shares.
Recent Insider Transactions • Aug 24Deputy Chairman & CEO recently bought LK₨2.3m worth of stockOn the 19th of August, Valentine Page bought around 13k shares on-market at roughly LK₨180 per share. This was the largest purchase by an insider in the last 3 months. This was Valentine's only on-market trade for the last 12 months.
Reported Earnings • Aug 11First quarter 2023 earnings released: EPS: LK₨6.04 (vs LK₨1.97 in 1Q 2022)First quarter 2023 results: EPS: LK₨6.04 (up from LK₨1.97 in 1Q 2022). Revenue: LK₨48.0b (up 63% from 1Q 2022). Net income: LK₨1.56b (up 206% from 1Q 2022). Profit margin: 3.2% (up from 1.7% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to stay flat compared to a 17% growth forecast for the industry in Sri Lanka. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jul 22Upcoming dividend of LK₨5.00 per shareEligible shareholders must have bought the stock before 29 July 2022. Payment date: 18 August 2022. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 4.5%. Lower than top quartile of Sri Lankan dividend payers (9.3%). Higher than average of industry peers (1.9%).
Reported Earnings • Jul 07Full year 2022 earnings released: EPS: LK₨17.63 (vs LK₨13.51 in FY 2021)Full year 2022 results: EPS: LK₨17.63 (up from LK₨13.51 in FY 2021). Revenue: LK₨136.7b (up 21% from FY 2021). Net income: LK₨4.54b (up 31% from FY 2021). Profit margin: 3.3% (up from 3.1% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 9.4%, compared to a 19% growth forecast for the retail industry in Sri Lanka. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Jun 30Cargills (Ceylon) PLC, Annual General Meeting, Jul 28, 2022Cargills (Ceylon) PLC, Annual General Meeting, Jul 28, 2022.
Reported Earnings • Jun 01Full year 2022 earnings released: EPS: LK₨17.63 (vs LK₨13.51 in FY 2021)Full year 2022 results: EPS: LK₨17.63 (up from LK₨13.51 in FY 2021). Revenue: LK₨136.7b (up 21% from FY 2021). Net income: LK₨4.54b (up 31% from FY 2021). Profit margin: 3.3% (up from 3.1% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 9.4%, compared to a 22% growth forecast for the retail industry in Sri Lanka. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Price Target Changed • Apr 27Price target decreased to LK₨237Down from LK₨272, the current price target is an average from 2 analysts. New target price is 39% above last closing price of LK₨170. Stock is down 26% over the past year. The company posted earnings per share of LK₨13.51 last year.
お知らせ • Apr 14Cargill Expands RadiPure® Pea Protein into the META & India MarketsCargill is expanding RadiPure® pea protein in Middle East, Turkey, Africa (META) & India, a move that will help food and beverage manufacturers in the region respond to evolving marketplace trends. Functionally, RadiPure® pea protein offers the solubility and flavor profile that customers need for food application development. Those benefits, alongside its emulsifying, viscosifying and gelation properties, make pea protein a good choice for a wide range of applications, including dairy and dairy alternatives, snacks, bakery, plant-based meat alternatives, vegan, and vegetarian solutions. Nutritionally, pea protein is highly regarded for its superior amino acid profile and high digestibility. Cargill's offering provides a minimum of 80% protein in with RadiPure® brand. It can be combined with other plant-based proteins to deliver a complete protein profile. Pea protein also packs plenty of label appeal. The ingredient is familiar to consumers and enables valuable product claims such as non-GMO, dairy-free, and gluten-free. Cargill is expanding its plant-based protein offerings in META as demand for protein-rich, plant-based foods continues to grow throughout the region.
Price Target Changed • Mar 30Price target decreased to LK₨237Down from LK₨272, the current price target is an average from 2 analysts. New target price is 31% above last closing price of LK₨180. Stock is down 23% over the past year. The company posted earnings per share of LK₨13.51 last year.
Board Change • Mar 29High number of new directorsGroup CFO & Director Dilantha Jayawardhana was the last director to join the board, commencing their role in 2021.
お知らせ • Mar 03Cargills (Ceylon) PLC Appoints Stephanie A. Lundquist as Chief Human Resources OfficerCargill Corporation announced on February 28, 2022, Ms. Lundquist will be joining Cargill as its Chief Human Resources Officer beginning on April 4, 2022.
Reported Earnings • Feb 01Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: LK₨5.50 (up from LK₨3.98 in 3Q 2021). Revenue: LK₨37.4b (up 22% from 3Q 2021). Net income: LK₨1.42b (up 38% from 3Q 2021). Profit margin: 3.8% (up from 3.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 13%, compared to a 21% growth forecast for the industry in Sri Lanka. 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 • Jan 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Group CFO & Director Dilantha Jayawardhana 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.
Upcoming Dividend • Nov 23Upcoming dividend of LK₨2.00 per shareEligible shareholders must have bought the stock before 30 November 2021. Payment date: 20 December 2021. Trailing yield: 2.8%. Lower than top quartile of Sri Lankan dividend payers (5.9%). Higher than average of industry peers (1.8%).
Reported Earnings • Nov 03Second quarter 2022 earnings released: EPS LK₨2.71 (vs LK₨1.92 in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were flat. Second quarter 2022 results: Revenue: LK₨29.0b (flat on 2Q 2021). Net income: LK₨699.4m (up 41% from 2Q 2021). Profit margin: 2.4% (up from 1.7% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Aug 26Deputy Chairman & CEO recently bought LK₨1.6m worth of stockOn the 18th of August, Valentine Page bought around 7k shares on-market at roughly LK₨245 per share. In the last 3 months, they made an even bigger purchase worth LK₨180m. Valentine has been a buyer over the last 12 months, purchasing a net total of LK₨287m worth in shares.
Price Target Changed • Aug 18Price target decreased to LK₨310Down from LK₨365, the current price target is an average from 2 analysts. New target price is 26% above last closing price of LK₨245. Stock is up 30% over the past year.
Reported Earnings • Aug 09First quarter 2022 earnings released: EPS LK₨1.97 (vs LK₨0.81 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: LK₨29.4b (up 29% from 1Q 2021). Net income: LK₨508.2m (up 142% from 1Q 2021). Profit margin: 1.7% (up from 0.9% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Jul 15Deputy Chairman & CEO recently bought LK₨6.8m worth of stockOn the 13th of July, Valentine Page bought around 28k shares on-market at roughly LK₨247 per share. In the last 3 months, they made an even bigger purchase worth LK₨85m. Valentine has been a buyer over the last 12 months, purchasing a net total of LK₨105m worth in shares.
Recent Insider Transactions • Jul 03Deputy Chairman & CEO recently bought LK₨5.5m worth of stockOn the 30th of June, Valentine Page bought around 23k shares on-market at roughly LK₨240 per share. In the last 3 months, they made an even bigger purchase worth LK₨85m. Valentine has been a buyer over the last 12 months, purchasing a net total of LK₨98m worth in shares.
Upcoming Dividend • Jun 23Upcoming dividend of LK₨4.10 per shareEligible shareholders must have bought the stock before 30 June 2021. Payment date: 19 July 2021. Trailing yield: 2.4%. Lower than top quartile of Sri Lankan dividend payers (5.6%). Higher than average of industry peers (1.8%).
Recent Insider Transactions • Jun 23Deputy Chairman & CEO recently bought LK₨85m worth of stockOn the 18th of June, Valentine Page bought around 350k shares on-market at roughly LK₨243 per share. This was the largest purchase by an insider in the last 3 months. Valentine has been a buyer over the last 12 months, purchasing a net total of LK₨93m worth in shares.
Is New 90 Day High Low • Jan 22New 90-day high: LK₨231The company is up 21% from its price of LK₨190 on 23 October 2020. The Sri Lankan market is up 40% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Retailing industry, which is up 5.0% over the same period.
Is New 90 Day High Low • Dec 31New 90-day high: LK₨205The company is up 9.0% from its price of LK₨188 on 02 October 2020. The Sri Lankan market is up 13% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Retailing industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is LK₨687 per share.
Is New 90 Day High Low • Dec 14New 90-day high: LK₨203The company is up 9.0% from its price of LK₨186 on 15 September 2020. The Sri Lankan market is up 21% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Retailing industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is LK₨689 per share.
Recent Insider Transactions • Oct 07Non-Executive Non-Independent Chairman recently bought LK₨2.8m worth of stockOn the 2nd of October, Louis Page bought around 15k shares on-market at roughly LK₨188 per share. This was the largest purchase by an insider in the last 3 months. Louis has been a buyer over the last 12 months, purchasing a net total of LK₨5.2m worth in shares.
