View Future GrowthACL Plastics 過去の業績過去 基準チェック /56ACL Plasticsは、平均年間6.7%の収益成長を遂げていますが、 Chemicals業界の収益は、年間 成長しています。収益は、平均年間6.7% 2.2%収益成長率で 成長しています。 ACL Plasticsの自己資本利益率は16.2%であり、純利益率は24.8%です。主要情報6.73%収益成長率6.74%EPS成長率Chemicals 業界の成長33.74%収益成長率2.19%株主資本利益率16.16%ネット・マージン24.79%前回の決算情報31 Dec 2025最近の業績更新Reported Earnings • Nov 14Second quarter 2026 earnings released: EPS: LK₨41.26 (vs LK₨27.29 in 2Q 2025)Second quarter 2026 results: EPS: LK₨41.26 (up from LK₨27.29 in 2Q 2025). Revenue: LK₨614.2m (down 3.0% from 2Q 2025). Net income: LK₨173.8m (up 51% from 2Q 2025). Profit margin: 28% (up from 18% in 2Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 63% per year, which means it is well ahead of earnings.Reported Earnings • Aug 15First quarter 2026 earnings released: EPS: LK₨42.44 (vs LK₨32.64 in 1Q 2025)First quarter 2026 results: EPS: LK₨42.44 (up from LK₨32.64 in 1Q 2025). Revenue: LK₨703.6m (up 34% from 1Q 2025). Net income: LK₨178.8m (up 30% from 1Q 2025). Profit margin: 25% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.Reported Earnings • May 31Full year 2025 earnings released: EPS: LK₨116 (vs LK₨108 in FY 2024)Full year 2025 results: EPS: LK₨116 (up from LK₨108 in FY 2024). Revenue: LK₨2.44b (up 2.9% from FY 2024). Net income: LK₨490.4m (up 7.6% from FY 2024). Profit margin: 20% (in line with FY 2024). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.Reported Earnings • Feb 06Third quarter 2025 earnings released: EPS: LK₨23.86 (vs LK₨31.01 in 3Q 2024)Third quarter 2025 results: EPS: LK₨23.86 (down from LK₨31.01 in 3Q 2024). Revenue: LK₨622.5m (down 5.0% from 3Q 2024). Net income: LK₨100.5m (down 23% from 3Q 2024). Profit margin: 16% (down from 20% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: LK₨27.29 (vs LK₨36.08 in 2Q 2024)Second quarter 2025 results: EPS: LK₨27.29 (down from LK₨36.08 in 2Q 2024). Revenue: LK₨633.2m (up 29% from 2Q 2024). Net income: LK₨115.0m (down 24% from 2Q 2024). Profit margin: 18% (down from 31% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Reported Earnings • Aug 08Full year 2024 earnings released: EPS: LK₨108 (vs LK₨151 in FY 2023)Full year 2024 results: EPS: LK₨108 (down from LK₨151 in FY 2023). Revenue: LK₨2.37b (down 4.2% from FY 2023). Net income: LK₨455.7m (down 28% from FY 2023). Profit margin: 19% (down from 26% in FY 2023). The decrease in margin was primarily driven by lower 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 17% per year, which means it is tracking significantly ahead of earnings growth.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Mar 19Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to LK₨120, the stock trades at a trailing P/E ratio of 8.9x. Average trailing P/E is 10x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 240% over the past three years.Buy Or Sell Opportunity • Mar 19Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 27% to LK₨120. The fair value is estimated to be LK₨154, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 18%.Valuation Update With 7 Day Price Move • Dec 31Investor sentiment improves as stock rises 16%After last week's 16% share price gain to LK₨192, the stock trades at a trailing P/E ratio of 14.3x. Average trailing P/E is 11x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 483% over the past three years.Buy Or Sell Opportunity • Dec 09Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 50% to LK₨1,640. The fair value is estimated to be LK₨1,355, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 18%.Buy Or Sell Opportunity • Nov 21Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 69% to LK₨1,650. The fair value is estimated to be LK₨1,354, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 18%.Reported Earnings • Nov 14Second quarter 2026 earnings released: EPS: LK₨41.26 (vs LK₨27.29 in 2Q 2025)Second quarter 2026 results: EPS: LK₨41.26 (up from LK₨27.29 in 2Q 2025). Revenue: LK₨614.2m (down 3.0% from 2Q 2025). Net income: LK₨173.8m (up 51% from 2Q 2025). Profit margin: 28% (up from 18% in 2Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 63% per year, which means it is well ahead of earnings.New Risk • Sep 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Sri Lankan stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Market cap is less than US$100m (LK₨5.26b market cap, or US$17.4m).Valuation Update With 7 Day Price Move • Sep 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to LK₨1,378, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 10x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 158% over the past three years.Board Change • Sep 02Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Rohan Somawansa was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Aug 29ACL Plastics PLC, Annual General Meeting, Sep 26, 2025ACL Plastics PLC, Annual General Meeting, Sep 26, 2025, at 10:00 Sri Lanka Standard Time. Location: no. 60, rodney street, colombo 08 Sri LankaValuation Update With 7 Day Price Move • Aug 20Investor sentiment improves as stock rises 32%After last week's 32% share price gain to LK₨986, the stock trades at a trailing P/E ratio of 7.8x. Average trailing P/E is 10x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 148% over the past three years.Reported Earnings • Aug 15First quarter 2026 earnings released: EPS: LK₨42.44 (vs LK₨32.64 in 1Q 2025)First quarter 2026 results: EPS: LK₨42.44 (up from LK₨32.64 in 1Q 2025). Revenue: LK₨703.6m (up 34% from 1Q 2025). Net income: LK₨178.8m (up 30% from 1Q 2025). Profit margin: 25% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.Declared Dividend • Jul 30Dividend increased to LK₨25.00Dividend of LK₨25.00 is 25% higher than last year. Ex-date: 6th August 2025 Payment date: 26th August 2025 Dividend yield will be 3.3%, which is lower than the industry average of 8.6%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (7% 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 26% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • May 31Full year 2025 earnings released: EPS: LK₨116 (vs LK₨108 in FY 2024)Full year 2025 results: EPS: LK₨116 (up from LK₨108 in FY 2024). Revenue: LK₨2.44b (up 2.9% from FY 2024). Net income: LK₨490.4m (up 7.6% from FY 2024). Profit margin: 20% (in line with FY 2024). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.Reported Earnings • Feb 06Third quarter 2025 earnings released: EPS: LK₨23.86 (vs LK₨31.01 in 3Q 2024)Third quarter 2025 results: EPS: LK₨23.86 (down from LK₨31.01 in 3Q 2024). Revenue: LK₨622.5m (down 5.0% from 3Q 2024). Net income: LK₨100.5m (down 23% from 3Q 2024). Profit margin: 16% (down from 20% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to LK₨718, the stock trades at a trailing P/E ratio of 6.1x. Average trailing P/E is 8x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 7.3% over the past three years.Buy Or Sell Opportunity • Dec 16Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to LK₨531. The fair value is estimated to be LK₨441, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.2% over the last 3 years. Earnings per share has declined by 9.5%.Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: LK₨27.29 (vs LK₨36.08 in 2Q 2024)Second quarter 2025 results: EPS: LK₨27.29 (down from LK₨36.08 in 2Q 2024). Revenue: LK₨633.2m (up 29% from 2Q 2024). Net income: LK₨115.0m (down 24% from 2Q 2024). Profit margin: 18% (down from 31% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Reported Earnings • Aug 08Full year 2024 earnings released: EPS: LK₨108 (vs LK₨151 in FY 2023)Full year 2024 results: EPS: LK₨108 (down from LK₨151 in FY 2023). Revenue: LK₨2.37b (down 4.2% from FY 2023). Net income: LK₨455.7m (down 28% from FY 2023). Profit margin: 19% (down from 26% in FY 2023). The decrease in margin was primarily driven by lower 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 17% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 07ACL Plastics PLC, Annual General Meeting, Aug 28, 2024ACL Plastics PLC, Annual General Meeting, Aug 28, 2024, at 10:00 Sri Lanka Standard Time. Location: no. 60, rodney street, colombo 08, Sri LankaDeclared Dividend • Jul 27Dividend increased to LK₨20.00Dividend of LK₨20.00 is 33% higher than last year. Ex-date: 5th August 2024 Payment date: 23rd August 2024 Dividend yield will be 4.6%, which is lower than the industry average of 8.6%. Sustainability & Growth Dividend is covered by earnings (17% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 31% 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 70% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 04Full year 2024 earnings released: EPS: LK₨102 (vs LK₨151 in FY 2023)Full year 2024 results: EPS: LK₨102 (down from LK₨151 in FY 2023). Revenue: LK₨2.37b (down 4.2% from FY 2023). Net income: LK₨428.2m (down 33% from FY 2023). Profit margin: 18% (down from 26% in FY 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 16Third quarter 2024 earnings released: EPS: LK₨31.01 (vs LK₨36.44 in 3Q 2023)Third quarter 2024 results: EPS: LK₨31.01 (down from LK₨36.44 in 3Q 2023). Revenue: LK₨655.5m (up 8.7% from 3Q 2023). Net income: LK₨130.6m (down 15% from 3Q 2023). Profit margin: 20% (down from 25% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: LK₨36.08 (vs LK₨38.69 in 2Q 2023)Second quarter 2024 results: EPS: LK₨36.08 (down from LK₨38.69 in 2Q 2023). Revenue: LK₨491.3m (down 6.8% from 2Q 2023). Net income: LK₨152.0m (down 6.7% from 2Q 2023). Profit margin: 31% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 06ACL Plastics PLC, Annual General Meeting, Sep 21, 2023ACL Plastics PLC, Annual General Meeting, Sep 21, 2023, at 09:00 Sri Lanka Standard Time. Location: Auditorium of A C L Cables PLC, No. 60, Rodney Street Colombo 8 Sri Lanka Agenda: To receive and adopt the Report of the Directors and the Statement of Accounts for the year ended 31 March 2023 with the report of the Auditors thereon; to re-elect as a Director Dr D G Kamal Edger Weerapperuma who retires by rotation being eligible for re-election in terms of Article No. 85 of Articles of Association; to reappoint Messrs. PricewaterhouseCoopers, as Auditors of the Company and authorize the Directors to determine their remuneration; to authorize the Directors to determine donations to charities; and to transact other business.New Risk • Aug 17New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 20% Last year net profit margin: 30% 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 Risks High level of non-cash earnings (44% accrual ratio). Market cap is less than US$10m (LK₨1.63b market cap, or US$5.07m). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (20% net profit margin).Reported Earnings • Aug 17First quarter 2024 earnings released: EPS: LK₨14.87 (vs LK₨70.09 in 1Q 2023)First quarter 2024 results: EPS: LK₨14.87 (down from LK₨70.09 in 1Q 2023). Revenue: LK₨447.0m (down 42% from 1Q 2023). Net income: LK₨62.7m (down 79% from 1Q 2023). Profit margin: 14% (down from 38% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 10Investor sentiment improves as stock rises 18%After last week's 18% share price gain to LK₨426, the stock trades at a trailing P/E ratio of 2.7x. Average trailing P/E is 5x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 221% over the past three years.New Risk • Jun 17New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Dividend per share is over 17x cash flows per share. Dividend yield: 4.2% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks High level of non-cash earnings (36% accrual ratio). Market cap is less than US$10m (LK₨1.51b market cap, or US$4.93m). Minor Risk Dividend is not well covered by cash flows (dividend per share is over 17x cash flows per share).Reported Earnings • Feb 16Third quarter 2023 earnings released: EPS: LK₨36.44 (vs LK₨38.11 in 3Q 2022)Third quarter 2023 results: EPS: LK₨36.44 (down from LK₨38.11 in 3Q 2022). Revenue: LK₨603.3m (down 16% from 3Q 2022). Net income: LK₨153.5m (down 4.4% from 3Q 2022). Profit margin: 25% (up from 22% in 3Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 17Second quarter 2023 earnings released: EPS: LK₨38.69 (vs LK₨29.99 in 2Q 2022)Second quarter 2023 results: EPS: LK₨38.69 (up from LK₨29.99 in 2Q 2022). Revenue: LK₨526.9m (down 33% from 2Q 2022). Net income: LK₨163.0m (up 29% from 2Q 2022). Profit margin: 31% (up from 16% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Non-Executive Independent Director Ratnayake Mudiyanselage Mohan Ratnayake was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Sep 29Investor sentiment improved over the past weekAfter last week's 16% share price gain to LK₨612, the stock trades at a trailing P/E ratio of 2.8x. Average trailing P/E is 6x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 506% over the past three years.Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improved over the past weekAfter last week's 23% share price gain to LK₨518, the stock trades at a trailing P/E ratio of 2.4x. Average trailing P/E is 7x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 395% over the past three years.お知らせ • Sep 02ACL Plastics PLC, Annual General Meeting, Sep 28, 2022ACL Plastics PLC, Annual General Meeting, Sep 28, 2022, at 11:30 Sri Lanka Standard Time. Location: No. 60, Rodney Street Colombo Sri Lanka Agenda: To receive and adopt the Report of the Directors and the Statement of Accounts for the year ended 31st March 2022 with the Report of the Auditors thereon; to reelect directors; to re-appoint Messrs PricewaterhouseCoopers, Chartered Accountants as Auditors of the Company and to authorize the Directors to determine their remuneration; and to authorize the Directors to determine donations to charities.Reported Earnings • Aug 17First quarter 2023 earnings released: EPS: LK₨70.09 (vs LK₨20.38 in 1Q 2022)First quarter 2023 results: EPS: LK₨70.09 (up from LK₨20.38 in 1Q 2022). Revenue: LK₨772.8m (up 14% from 1Q 2022). Net income: LK₨295.2m (up 244% from 1Q 2022). Profit margin: 38% (up from 13% in 1Q 2022). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 52% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improved over the past weekAfter last week's 32% share price gain to LK₨388, the stock trades at a trailing P/E ratio of 2.4x. Average trailing P/E is 5x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 281% over the past three years.Reported Earnings • Jun 01Full year 2022 earnings released: EPS: LK₨160 (vs LK₨42.56 in FY 2021)Full year 2022 results: EPS: LK₨160 (up from LK₨42.56 in FY 2021). Revenue: LK₨2.96b (up 56% from FY 2021). Net income: LK₨675.9m (up 277% from FY 2021). Profit margin: 23% (up from 9.4% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 66% per year whereas the company’s share price has increased by 61% per year.Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 26% share price gain to LK₨379, the stock trades at a trailing P/E ratio of 4.1x. Average trailing P/E is 7x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 429% over the past three years.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 7 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Non-Executive Director D. G. Kamal Weerapperuma was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorated over the past weekAfter last week's 27% share price decline to LK₨362, the stock trades at a trailing P/E ratio of 4x. Average trailing P/E is 7x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 407% over the past three years.Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 26% share price decline to LK₨551, the stock trades at a trailing P/E ratio of 6x. Average trailing P/E is 8x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 754% over the past three years.Reported Earnings • Feb 09Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: LK₨38.11 (up from LK₨16.13 in 3Q 2021). Revenue: LK₨718.6m (up 35% from 3Q 2021). Net income: LK₨160.5m (up 136% from 3Q 2021). Profit margin: 22% (up from 13% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has increased by 119% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jan 25Investor sentiment improved over the past weekAfter last week's 25% share price gain to LK₨929, the stock trades at a trailing P/E ratio of 14.3x. Average trailing P/E is 12x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 1,379% over the past three years.Valuation Update With 7 Day Price Move • Nov 24Investor sentiment improved over the past weekAfter last week's 16% share price gain to LK₨546, the stock trades at a trailing P/E ratio of 8.4x. Average trailing P/E is 9x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 790% over the past three years.Upcoming Dividend • Nov 01Upcoming dividend of LK₨10.00 per shareEligible shareholders must have bought the stock before 08 November 2021. Payment date: 29 November 2021. Trailing yield: 1.6%. Lower than top quartile of Sri Lankan dividend payers (5.5%). Lower than average of industry peers (5.5%).Reported Earnings • Oct 26Second quarter 2022 earnings released: EPS LK₨29.99 (vs LK₨15.17 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: LK₨780.7m (up 57% from 2Q 2021). Net income: LK₨126.3m (up 98% from 2Q 2021). Profit margin: 16% (up from 13% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 60% per year whereas the company’s share price has increased by 64% per year.Valuation Update With 7 Day Price Move • Oct 25Investor sentiment improved over the past weekAfter last week's 17% share price gain to LK₨300, the stock trades at a trailing P/E ratio of 5.2x. Average trailing P/E is 8x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 330% over the past three years.Reported Earnings • Aug 19First quarter 2022 earnings released: EPS LK₨14.57 (vs LK₨8.22 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2022 results: Revenue: LK₨675.7m (up 135% from 1Q 2021). Net income: LK₨61.4m (up 77% from 1Q 2021). Profit margin: 9.1% (down from 12% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 49% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Mar 04New 90-day low: LK₨225The company is down 7.0% from its price of LK₨243 on 04 December 2020. The Sri Lankan market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 32% over the same period.Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS LK₨16.13 (vs LK₨13.81 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: LK₨531.2m (up 21% from 3Q 2020). Net income: LK₨67.9m (up 17% from 3Q 2020). Profit margin: 13% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Jan 22New 90-day high: LK₨336The company is up 92% from its price of LK₨175 on 23 October 2020. The Sri Lankan market is up 40% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 84% over the same period.Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improved over the past weekAfter last week's 19% share price gain to LK₨323, the stock is trading at a trailing P/E ratio of 6.9x, up from the previous P/E ratio of 5.8x. This compares to an average P/E of 11x in the Chemicals industry in Sri Lanka. Total returns to shareholders over the past three years are 222%.Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 22% share price gain to LK₨280, the stock is trading at a trailing P/E ratio of 6x, up from the previous P/E ratio of 4.9x. This compares to an average P/E of 9x in the Chemicals industry in Sri Lanka. Total returns to shareholders over the past three years are 175%.Is New 90 Day High Low • Jan 04New 90-day high: LK₨261The company is up 62% from its price of LK₨161 on 06 October 2020. The Sri Lankan market is up 21% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 63% over the same period.Valuation Update With 7 Day Price Move • Nov 23Market bids up stock over the past weekAfter last week's 15% share price gain to LK₨230, the stock is trading at a trailing P/E ratio of 5.7x, up from the previous P/E ratio of 5x. This compares to an average P/E of 8x in the Chemicals industry in Sri Lanka. Total returns to shareholders over the past three years are 116%.Is New 90 Day High Low • Nov 10New 90-day high: LK₨200The company is up 31% from its price of LK₨152 on 12 August 2020. The Sri Lankan market is up 18% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 72% over the same period.Valuation Update With 7 Day Price Move • Oct 20Market bids up stock over the past weekAfter last week's 19% share price gain to LK₨194, the stock is trading at a trailing P/E ratio of 4.8x, up from the previous P/E ratio of 4.1x. This compares to an average P/E of 9x in the Chemicals industry in Sri Lanka. Total returns to shareholders over the past three years are 82%.Valuation Update With 7 Day Price Move • Oct 16Market bids up stock over the past weekAfter last week's 18% share price gain to LK₨193, the stock is trading at a trailing P/E ratio of 4.8x, up from the previous P/E ratio of 4.1x. This compares to an average P/E of 9x in the Chemicals industry in Sri Lanka. Total returns to shareholders over the past three years are 82%.Is New 90 Day High Low • Oct 15New 90-day high: LK₨185The company is up 26% from its price of LK₨147 on 17 July 2020. The Sri Lankan market is up 20% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 76% over the same period.Is New 90 Day High Low • Sep 28New 90-day high: LK₨176The company is up 21% from its price of LK₨145 on 30 June 2020. The Sri Lankan market is up 14% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 50% over the same period.収支内訳ACL Plastics の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史COSE:APLA.N0000 収益、費用、利益 ( )LKR Millions日付収益収益G+A経費研究開発費31 Dec 252,71067214030 Sep 252,60156513030 Jun 252,6205369031 Mar 252,44146511031 Dec 242,56046212030 Sep 242,59349311030 Jun 242,45153110031 Mar 242,37345611031 Dec 232,16836911030 Sep 232,1163929030 Jun 232,15140210031 Mar 232,47763511031 Dec 222,68196012030 Sep 222,79696713030 Jun 223,05292511031 Mar 222,9557219031 Dec 212,7623867030 Sep 212,5742936030 Jun 212,2882417031 Mar 211,9001797031 Dec 201,6601844030 Sep 201,5671745030 Jun 201,4891436031 Mar 201,5811567031 Dec 191,6491558030 Sep 191,6491277030 Jun 191,551656031 Mar 191,488305031 Dec 181,399297030 Sep 181,304167030 Jun 181,339646031 Mar 181,356746031 Dec 171,378616030 Sep 171,404796030 Jun 171,4171156031 Mar 171,4491706031 Dec 161,4332645030 Sep 161,3722725030 Jun 161,3422465031 Mar 161,2842065031 Dec 151,2231445030 Sep 151,2281175030 Jun 151,20210160質の高い収益: APLA.N0000は 高品質の収益 を持っています。利益率の向上: APLA.N0000の現在の純利益率 (24.8%)は、昨年(18.1%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: APLA.N0000の収益は過去 5 年間で年間6.7%増加しました。成長の加速: APLA.N0000の過去 1 年間の収益成長率 ( 45.3% ) は、5 年間の平均 ( 年間6.7%を上回っています。収益対業界: APLA.N0000の過去 1 年間の収益成長率 ( 45.3% ) はChemicals業界8.5%を上回りました。株主資本利益率高いROE: APLA.N0000の 自己資本利益率 ( 16.2% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 13:38終値2026/05/22 00:00収益2025/12/31年間収益2025/03/31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ACL Plastics 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。0
Reported Earnings • Nov 14Second quarter 2026 earnings released: EPS: LK₨41.26 (vs LK₨27.29 in 2Q 2025)Second quarter 2026 results: EPS: LK₨41.26 (up from LK₨27.29 in 2Q 2025). Revenue: LK₨614.2m (down 3.0% from 2Q 2025). Net income: LK₨173.8m (up 51% from 2Q 2025). Profit margin: 28% (up from 18% in 2Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 63% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 15First quarter 2026 earnings released: EPS: LK₨42.44 (vs LK₨32.64 in 1Q 2025)First quarter 2026 results: EPS: LK₨42.44 (up from LK₨32.64 in 1Q 2025). Revenue: LK₨703.6m (up 34% from 1Q 2025). Net income: LK₨178.8m (up 30% from 1Q 2025). Profit margin: 25% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
Reported Earnings • May 31Full year 2025 earnings released: EPS: LK₨116 (vs LK₨108 in FY 2024)Full year 2025 results: EPS: LK₨116 (up from LK₨108 in FY 2024). Revenue: LK₨2.44b (up 2.9% from FY 2024). Net income: LK₨490.4m (up 7.6% from FY 2024). Profit margin: 20% (in line with FY 2024). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
Reported Earnings • Feb 06Third quarter 2025 earnings released: EPS: LK₨23.86 (vs LK₨31.01 in 3Q 2024)Third quarter 2025 results: EPS: LK₨23.86 (down from LK₨31.01 in 3Q 2024). Revenue: LK₨622.5m (down 5.0% from 3Q 2024). Net income: LK₨100.5m (down 23% from 3Q 2024). Profit margin: 16% (down from 20% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: LK₨27.29 (vs LK₨36.08 in 2Q 2024)Second quarter 2025 results: EPS: LK₨27.29 (down from LK₨36.08 in 2Q 2024). Revenue: LK₨633.2m (up 29% from 2Q 2024). Net income: LK₨115.0m (down 24% from 2Q 2024). Profit margin: 18% (down from 31% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Reported Earnings • Aug 08Full year 2024 earnings released: EPS: LK₨108 (vs LK₨151 in FY 2023)Full year 2024 results: EPS: LK₨108 (down from LK₨151 in FY 2023). Revenue: LK₨2.37b (down 4.2% from FY 2023). Net income: LK₨455.7m (down 28% from FY 2023). Profit margin: 19% (down from 26% in FY 2023). The decrease in margin was primarily driven by lower 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 17% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Mar 19Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to LK₨120, the stock trades at a trailing P/E ratio of 8.9x. Average trailing P/E is 10x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 240% over the past three years.
Buy Or Sell Opportunity • Mar 19Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 27% to LK₨120. The fair value is estimated to be LK₨154, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 18%.
Valuation Update With 7 Day Price Move • Dec 31Investor sentiment improves as stock rises 16%After last week's 16% share price gain to LK₨192, the stock trades at a trailing P/E ratio of 14.3x. Average trailing P/E is 11x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 483% over the past three years.
Buy Or Sell Opportunity • Dec 09Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 50% to LK₨1,640. The fair value is estimated to be LK₨1,355, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 18%.
Buy Or Sell Opportunity • Nov 21Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 69% to LK₨1,650. The fair value is estimated to be LK₨1,354, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 18%.
Reported Earnings • Nov 14Second quarter 2026 earnings released: EPS: LK₨41.26 (vs LK₨27.29 in 2Q 2025)Second quarter 2026 results: EPS: LK₨41.26 (up from LK₨27.29 in 2Q 2025). Revenue: LK₨614.2m (down 3.0% from 2Q 2025). Net income: LK₨173.8m (up 51% from 2Q 2025). Profit margin: 28% (up from 18% in 2Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 63% per year, which means it is well ahead of earnings.
New Risk • Sep 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Sri Lankan stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Market cap is less than US$100m (LK₨5.26b market cap, or US$17.4m).
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to LK₨1,378, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 10x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 158% over the past three years.
Board Change • Sep 02Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Rohan Somawansa was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 29ACL Plastics PLC, Annual General Meeting, Sep 26, 2025ACL Plastics PLC, Annual General Meeting, Sep 26, 2025, at 10:00 Sri Lanka Standard Time. Location: no. 60, rodney street, colombo 08 Sri Lanka
Valuation Update With 7 Day Price Move • Aug 20Investor sentiment improves as stock rises 32%After last week's 32% share price gain to LK₨986, the stock trades at a trailing P/E ratio of 7.8x. Average trailing P/E is 10x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 148% over the past three years.
Reported Earnings • Aug 15First quarter 2026 earnings released: EPS: LK₨42.44 (vs LK₨32.64 in 1Q 2025)First quarter 2026 results: EPS: LK₨42.44 (up from LK₨32.64 in 1Q 2025). Revenue: LK₨703.6m (up 34% from 1Q 2025). Net income: LK₨178.8m (up 30% from 1Q 2025). Profit margin: 25% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
Declared Dividend • Jul 30Dividend increased to LK₨25.00Dividend of LK₨25.00 is 25% higher than last year. Ex-date: 6th August 2025 Payment date: 26th August 2025 Dividend yield will be 3.3%, which is lower than the industry average of 8.6%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (7% 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 26% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 31Full year 2025 earnings released: EPS: LK₨116 (vs LK₨108 in FY 2024)Full year 2025 results: EPS: LK₨116 (up from LK₨108 in FY 2024). Revenue: LK₨2.44b (up 2.9% from FY 2024). Net income: LK₨490.4m (up 7.6% from FY 2024). Profit margin: 20% (in line with FY 2024). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
Reported Earnings • Feb 06Third quarter 2025 earnings released: EPS: LK₨23.86 (vs LK₨31.01 in 3Q 2024)Third quarter 2025 results: EPS: LK₨23.86 (down from LK₨31.01 in 3Q 2024). Revenue: LK₨622.5m (down 5.0% from 3Q 2024). Net income: LK₨100.5m (down 23% from 3Q 2024). Profit margin: 16% (down from 20% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to LK₨718, the stock trades at a trailing P/E ratio of 6.1x. Average trailing P/E is 8x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 7.3% over the past three years.
Buy Or Sell Opportunity • Dec 16Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to LK₨531. The fair value is estimated to be LK₨441, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.2% over the last 3 years. Earnings per share has declined by 9.5%.
Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: LK₨27.29 (vs LK₨36.08 in 2Q 2024)Second quarter 2025 results: EPS: LK₨27.29 (down from LK₨36.08 in 2Q 2024). Revenue: LK₨633.2m (up 29% from 2Q 2024). Net income: LK₨115.0m (down 24% from 2Q 2024). Profit margin: 18% (down from 31% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Reported Earnings • Aug 08Full year 2024 earnings released: EPS: LK₨108 (vs LK₨151 in FY 2023)Full year 2024 results: EPS: LK₨108 (down from LK₨151 in FY 2023). Revenue: LK₨2.37b (down 4.2% from FY 2023). Net income: LK₨455.7m (down 28% from FY 2023). Profit margin: 19% (down from 26% in FY 2023). The decrease in margin was primarily driven by lower 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 17% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 07ACL Plastics PLC, Annual General Meeting, Aug 28, 2024ACL Plastics PLC, Annual General Meeting, Aug 28, 2024, at 10:00 Sri Lanka Standard Time. Location: no. 60, rodney street, colombo 08, Sri Lanka
Declared Dividend • Jul 27Dividend increased to LK₨20.00Dividend of LK₨20.00 is 33% higher than last year. Ex-date: 5th August 2024 Payment date: 23rd August 2024 Dividend yield will be 4.6%, which is lower than the industry average of 8.6%. Sustainability & Growth Dividend is covered by earnings (17% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 31% 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 70% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 04Full year 2024 earnings released: EPS: LK₨102 (vs LK₨151 in FY 2023)Full year 2024 results: EPS: LK₨102 (down from LK₨151 in FY 2023). Revenue: LK₨2.37b (down 4.2% from FY 2023). Net income: LK₨428.2m (down 33% from FY 2023). Profit margin: 18% (down from 26% in FY 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 16Third quarter 2024 earnings released: EPS: LK₨31.01 (vs LK₨36.44 in 3Q 2023)Third quarter 2024 results: EPS: LK₨31.01 (down from LK₨36.44 in 3Q 2023). Revenue: LK₨655.5m (up 8.7% from 3Q 2023). Net income: LK₨130.6m (down 15% from 3Q 2023). Profit margin: 20% (down from 25% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: LK₨36.08 (vs LK₨38.69 in 2Q 2023)Second quarter 2024 results: EPS: LK₨36.08 (down from LK₨38.69 in 2Q 2023). Revenue: LK₨491.3m (down 6.8% from 2Q 2023). Net income: LK₨152.0m (down 6.7% from 2Q 2023). Profit margin: 31% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 06ACL Plastics PLC, Annual General Meeting, Sep 21, 2023ACL Plastics PLC, Annual General Meeting, Sep 21, 2023, at 09:00 Sri Lanka Standard Time. Location: Auditorium of A C L Cables PLC, No. 60, Rodney Street Colombo 8 Sri Lanka Agenda: To receive and adopt the Report of the Directors and the Statement of Accounts for the year ended 31 March 2023 with the report of the Auditors thereon; to re-elect as a Director Dr D G Kamal Edger Weerapperuma who retires by rotation being eligible for re-election in terms of Article No. 85 of Articles of Association; to reappoint Messrs. PricewaterhouseCoopers, as Auditors of the Company and authorize the Directors to determine their remuneration; to authorize the Directors to determine donations to charities; and to transact other business.
New Risk • Aug 17New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 20% Last year net profit margin: 30% 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 Risks High level of non-cash earnings (44% accrual ratio). Market cap is less than US$10m (LK₨1.63b market cap, or US$5.07m). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (20% net profit margin).
Reported Earnings • Aug 17First quarter 2024 earnings released: EPS: LK₨14.87 (vs LK₨70.09 in 1Q 2023)First quarter 2024 results: EPS: LK₨14.87 (down from LK₨70.09 in 1Q 2023). Revenue: LK₨447.0m (down 42% from 1Q 2023). Net income: LK₨62.7m (down 79% from 1Q 2023). Profit margin: 14% (down from 38% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 10Investor sentiment improves as stock rises 18%After last week's 18% share price gain to LK₨426, the stock trades at a trailing P/E ratio of 2.7x. Average trailing P/E is 5x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 221% over the past three years.
New Risk • Jun 17New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Dividend per share is over 17x cash flows per share. Dividend yield: 4.2% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks High level of non-cash earnings (36% accrual ratio). Market cap is less than US$10m (LK₨1.51b market cap, or US$4.93m). Minor Risk Dividend is not well covered by cash flows (dividend per share is over 17x cash flows per share).
Reported Earnings • Feb 16Third quarter 2023 earnings released: EPS: LK₨36.44 (vs LK₨38.11 in 3Q 2022)Third quarter 2023 results: EPS: LK₨36.44 (down from LK₨38.11 in 3Q 2022). Revenue: LK₨603.3m (down 16% from 3Q 2022). Net income: LK₨153.5m (down 4.4% from 3Q 2022). Profit margin: 25% (up from 22% in 3Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 17Second quarter 2023 earnings released: EPS: LK₨38.69 (vs LK₨29.99 in 2Q 2022)Second quarter 2023 results: EPS: LK₨38.69 (up from LK₨29.99 in 2Q 2022). Revenue: LK₨526.9m (down 33% from 2Q 2022). Net income: LK₨163.0m (up 29% from 2Q 2022). Profit margin: 31% (up from 16% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Non-Executive Independent Director Ratnayake Mudiyanselage Mohan Ratnayake was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment improved over the past weekAfter last week's 16% share price gain to LK₨612, the stock trades at a trailing P/E ratio of 2.8x. Average trailing P/E is 6x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 506% over the past three years.
Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improved over the past weekAfter last week's 23% share price gain to LK₨518, the stock trades at a trailing P/E ratio of 2.4x. Average trailing P/E is 7x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 395% over the past three years.
お知らせ • Sep 02ACL Plastics PLC, Annual General Meeting, Sep 28, 2022ACL Plastics PLC, Annual General Meeting, Sep 28, 2022, at 11:30 Sri Lanka Standard Time. Location: No. 60, Rodney Street Colombo Sri Lanka Agenda: To receive and adopt the Report of the Directors and the Statement of Accounts for the year ended 31st March 2022 with the Report of the Auditors thereon; to reelect directors; to re-appoint Messrs PricewaterhouseCoopers, Chartered Accountants as Auditors of the Company and to authorize the Directors to determine their remuneration; and to authorize the Directors to determine donations to charities.
Reported Earnings • Aug 17First quarter 2023 earnings released: EPS: LK₨70.09 (vs LK₨20.38 in 1Q 2022)First quarter 2023 results: EPS: LK₨70.09 (up from LK₨20.38 in 1Q 2022). Revenue: LK₨772.8m (up 14% from 1Q 2022). Net income: LK₨295.2m (up 244% from 1Q 2022). Profit margin: 38% (up from 13% in 1Q 2022). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 52% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improved over the past weekAfter last week's 32% share price gain to LK₨388, the stock trades at a trailing P/E ratio of 2.4x. Average trailing P/E is 5x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 281% over the past three years.
Reported Earnings • Jun 01Full year 2022 earnings released: EPS: LK₨160 (vs LK₨42.56 in FY 2021)Full year 2022 results: EPS: LK₨160 (up from LK₨42.56 in FY 2021). Revenue: LK₨2.96b (up 56% from FY 2021). Net income: LK₨675.9m (up 277% from FY 2021). Profit margin: 23% (up from 9.4% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 66% per year whereas the company’s share price has increased by 61% per year.
Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 26% share price gain to LK₨379, the stock trades at a trailing P/E ratio of 4.1x. Average trailing P/E is 7x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 429% over the past three years.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 7 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Non-Executive Director D. G. Kamal Weerapperuma was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorated over the past weekAfter last week's 27% share price decline to LK₨362, the stock trades at a trailing P/E ratio of 4x. Average trailing P/E is 7x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 407% over the past three years.
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 26% share price decline to LK₨551, the stock trades at a trailing P/E ratio of 6x. Average trailing P/E is 8x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 754% over the past three years.
Reported Earnings • Feb 09Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: LK₨38.11 (up from LK₨16.13 in 3Q 2021). Revenue: LK₨718.6m (up 35% from 3Q 2021). Net income: LK₨160.5m (up 136% from 3Q 2021). Profit margin: 22% (up from 13% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has increased by 119% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jan 25Investor sentiment improved over the past weekAfter last week's 25% share price gain to LK₨929, the stock trades at a trailing P/E ratio of 14.3x. Average trailing P/E is 12x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 1,379% over the past three years.
Valuation Update With 7 Day Price Move • Nov 24Investor sentiment improved over the past weekAfter last week's 16% share price gain to LK₨546, the stock trades at a trailing P/E ratio of 8.4x. Average trailing P/E is 9x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 790% over the past three years.
Upcoming Dividend • Nov 01Upcoming dividend of LK₨10.00 per shareEligible shareholders must have bought the stock before 08 November 2021. Payment date: 29 November 2021. Trailing yield: 1.6%. Lower than top quartile of Sri Lankan dividend payers (5.5%). Lower than average of industry peers (5.5%).
Reported Earnings • Oct 26Second quarter 2022 earnings released: EPS LK₨29.99 (vs LK₨15.17 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: LK₨780.7m (up 57% from 2Q 2021). Net income: LK₨126.3m (up 98% from 2Q 2021). Profit margin: 16% (up from 13% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 60% per year whereas the company’s share price has increased by 64% per year.
Valuation Update With 7 Day Price Move • Oct 25Investor sentiment improved over the past weekAfter last week's 17% share price gain to LK₨300, the stock trades at a trailing P/E ratio of 5.2x. Average trailing P/E is 8x in the Chemicals industry in Sri Lanka. Total returns to shareholders of 330% over the past three years.
Reported Earnings • Aug 19First quarter 2022 earnings released: EPS LK₨14.57 (vs LK₨8.22 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2022 results: Revenue: LK₨675.7m (up 135% from 1Q 2021). Net income: LK₨61.4m (up 77% from 1Q 2021). Profit margin: 9.1% (down from 12% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 49% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Mar 04New 90-day low: LK₨225The company is down 7.0% from its price of LK₨243 on 04 December 2020. The Sri Lankan market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 32% over the same period.
Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS LK₨16.13 (vs LK₨13.81 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: LK₨531.2m (up 21% from 3Q 2020). Net income: LK₨67.9m (up 17% from 3Q 2020). Profit margin: 13% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Jan 22New 90-day high: LK₨336The company is up 92% from its price of LK₨175 on 23 October 2020. The Sri Lankan market is up 40% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 84% over the same period.
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improved over the past weekAfter last week's 19% share price gain to LK₨323, the stock is trading at a trailing P/E ratio of 6.9x, up from the previous P/E ratio of 5.8x. This compares to an average P/E of 11x in the Chemicals industry in Sri Lanka. Total returns to shareholders over the past three years are 222%.
Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 22% share price gain to LK₨280, the stock is trading at a trailing P/E ratio of 6x, up from the previous P/E ratio of 4.9x. This compares to an average P/E of 9x in the Chemicals industry in Sri Lanka. Total returns to shareholders over the past three years are 175%.
Is New 90 Day High Low • Jan 04New 90-day high: LK₨261The company is up 62% from its price of LK₨161 on 06 October 2020. The Sri Lankan market is up 21% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 63% over the same period.
Valuation Update With 7 Day Price Move • Nov 23Market bids up stock over the past weekAfter last week's 15% share price gain to LK₨230, the stock is trading at a trailing P/E ratio of 5.7x, up from the previous P/E ratio of 5x. This compares to an average P/E of 8x in the Chemicals industry in Sri Lanka. Total returns to shareholders over the past three years are 116%.
Is New 90 Day High Low • Nov 10New 90-day high: LK₨200The company is up 31% from its price of LK₨152 on 12 August 2020. The Sri Lankan market is up 18% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 72% over the same period.
Valuation Update With 7 Day Price Move • Oct 20Market bids up stock over the past weekAfter last week's 19% share price gain to LK₨194, the stock is trading at a trailing P/E ratio of 4.8x, up from the previous P/E ratio of 4.1x. This compares to an average P/E of 9x in the Chemicals industry in Sri Lanka. Total returns to shareholders over the past three years are 82%.
Valuation Update With 7 Day Price Move • Oct 16Market bids up stock over the past weekAfter last week's 18% share price gain to LK₨193, the stock is trading at a trailing P/E ratio of 4.8x, up from the previous P/E ratio of 4.1x. This compares to an average P/E of 9x in the Chemicals industry in Sri Lanka. Total returns to shareholders over the past three years are 82%.
Is New 90 Day High Low • Oct 15New 90-day high: LK₨185The company is up 26% from its price of LK₨147 on 17 July 2020. The Sri Lankan market is up 20% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 76% over the same period.
Is New 90 Day High Low • Sep 28New 90-day high: LK₨176The company is up 21% from its price of LK₨145 on 30 June 2020. The Sri Lankan market is up 14% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 50% over the same period.