View ValuationBMH 将来の成長Future 基準チェック /06現在、 BMHの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Hospitality 収益成長21.3%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Jun 09BMH Ltd, Annual General Meeting, Jun 29, 2026BMH Ltd, Annual General Meeting, Jun 29, 2026, at 09:30 Arabian Standard Time. Location: boardroom of la maison 1794, constance, centre de flacq, MauritiusBoard Change • May 20Less 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. 8 non-independent directors. Independent Director Joseph Andre Philip Jean de Fondaumiere was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Nov 12BMH Ltd announces Annual dividend, payable on December 19, 2025BMH Ltd. announced Annual dividend of MUR 1.3500 per share payable on December 19, 2025, ex-date on November 27, 2025 and record date on December 01, 2025.お知らせ • Jul 26The Access Bank UK Limited completed the acquisition of 76% stake in AfrAsia Bank Limited from IBL Ltd (MUSE:IBLL.N0000), National Bank of Canada (TSX:NA), BMH Ltd (MUSE:BMHL.N0000) and others.The Access Bank UK Limited entered into a binding agreement to acquire an 76% stake in AfrAsia Bank Limited from IBL Ltd (MUSE:IBLL.N0000), National Bank of Canada (TSX:NA), BMH Ltd (MUSE:BMHL.N0000) and others on November 13, 2024. as part of the acquisition, IBL Ltd intends to sell its 30.29% shareholding in AfrAsia Bank Limited. The proceeds from this divestiture will allow IBL Ltd to reduce its debt and be in a better position to manage and grow its investment portfolio in order to continue to create value for its shareholders. As of July 23, 2025, IBL Ltd completed the disposal of a 22.40%, out of its total 30.29% equity stake in AfrAsia Bank Limited. As a result, IBL will retain a 7.89% equity stake in ABL alongside Access Bank UK Limited. For the period ending June 30, 2024, AfrAsia Bank Limited reported Net Profit After Tax of $152.4 million. As of June 30, 2024, AfrAsia Bank Limited reported total assets of $5.7 billion. The transaction was approved by IBL’s Board of Directors. The transaction will be subject to the satisfactory completion of conditions precedent, the obtention of relevant regulatory approvals and any other approvals required by the parties. Rizwan Rahman of CMS Cameron McKenna Nabarro Olswang LLP acted as legal advisor to The Access Bank UK Limited. The Access Bank UK Limited completed the acquisition of 76% stake in AfrAsia Bank Limited from IBL Ltd (MUSE:IBLL.N0000), National Bank of Canada (TSX:NA), BMH Ltd (MUSE:BMHL.N0000) and others on July 24, 2025. The transaction has received all necessary regulatory approvals.お知らせ • Jun 09BMH Ltd, Annual General Meeting, Jun 30, 2025BMH Ltd, Annual General Meeting, Jun 30, 2025, at 09:30 Arabian Standard Time. Location: boardroom of la maison 1794, constance, centre de flacq, Mauritiusお知らせ • Feb 25BMH Ltd announces Annual dividend, payable on April 08, 2025BMH Ltd announced Annual dividend of MUR 1.0000 per share payable on April 08, 2025, ex-date on March 14, 2025 and record date on March 18, 2025.New Risk • Aug 24New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.5x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risk Market cap is less than US$100m (MU₨2.04b market cap, or US$44.4m).Reported Earnings • Aug 22Second quarter 2024 earnings released: MU₨0.53 loss per share (vs MU₨0.65 loss in 2Q 2023)Second quarter 2024 results: MU₨0.53 loss per share (improved from MU₨0.65 loss in 2Q 2023). Revenue: MU₨1.35b (up 15% from 2Q 2023). Net loss: MU₨41.5m (loss narrowed 19% from 2Q 2023). Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Jun 21BMH Ltd, Annual General Meeting, Jun 28, 2024BMH Ltd, Annual General Meeting, Jun 28, 2024, at 09:30 Arabian Standard Time. Location: la maison 1794, constance, centre de flacq, MauritiusReported Earnings • May 18First quarter 2024 earnings released: EPS: MU₨2.52 (vs MU₨2.12 in 1Q 2023)First quarter 2024 results: EPS: MU₨2.52 (up from MU₨2.12 in 1Q 2023). Revenue: MU₨1.97b (up 9.8% from 1Q 2023). Net income: MU₨198.2m (up 19% from 1Q 2023). Profit margin: 10% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has increased by 119% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to MU₨28.00, the stock trades at a trailing P/E ratio of 6.9x. Average trailing P/E is 9x in the Capital Markets industry in Africa. Total returns to shareholders of 44% over the past three years.Reported Earnings • Mar 29Full year 2023 earnings released: EPS: MU₨4.06 (vs MU₨1.38 in FY 2022)Full year 2023 results: EPS: MU₨4.06 (up from MU₨1.38 in FY 2022). Revenue: MU₨6.00b (up 18% from FY 2022). Net income: MU₨319.2m (up 195% from FY 2022). Profit margin: 5.3% (up from 2.1% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Dec 29Upcoming dividend of MU₨0.80 per share at 2.6% yieldEligible shareholders must have bought the stock before 05 January 2024. Payment date: 09 February 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Mauritian dividend payers (5.8%). Lower than average of industry peers (6.6%).お知らせ • Dec 18BMH Ltd Declares Final Dividend for the Financial Year Ending 31 December 2023, Payable on or about 9 February 2024BMH Ltd. has declared a final dividend of MUR 0.80 per ordinary share payable to shareholders registered at the close of business on 9 January 2024 in respect of its financial year ending 31 December 2023. The dividend will be paid on or about 9 February 2024. The shares of the Company will be traded cum-dividend up to the market day of 4 January 2024 and ex-dividend as from 5 January 2024.Reported Earnings • Nov 18Third quarter 2023 earnings released: EPS: MU₨0.26 (vs MU₨0.61 loss in 3Q 2022)Third quarter 2023 results: EPS: MU₨0.26 (up from MU₨0.61 loss in 3Q 2022). Revenue: MU₨1.12b (up 6.2% from 3Q 2022). Net income: MU₨20.4m (up MU₨68.4m from 3Q 2022). Profit margin: 1.8% (up from net loss in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 18Second quarter 2023 earnings released: MU₨0.65 loss per share (vs MU₨0.54 loss in 2Q 2022)Second quarter 2023 results: MU₨0.65 loss per share (further deteriorated from MU₨0.54 loss in 2Q 2022). Revenue: MU₨1.18b (up 12% from 2Q 2022). Net loss: MU₨51.0m (loss widened 19% from 2Q 2022). Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Jun 13BMH Ltd, Annual General Meeting, Jun 29, 2023BMH Ltd, Annual General Meeting, Jun 29, 2023, at 05:30 Coordinated Universal Time. Location: Boardroom of La Maison 1794, Constance Centre De Flacq Mauritius Agenda: To consider the Annual Report for the year ended 31 December 2022; to receive the report of Ernst & Young, the External Auditors of the Company;to adopt the Audited Financial Statements of the Company and the Group for the year ended 31 December 2022; to authorise the Board of Directors to fix the remuneration of the External Auditors Ernst & Young who have expressed their willingness to continue to act as External Auditors of the Company and will be automatically re-appointed; to approve Directors fees; to appoint Kevin P.Chan Too as Executive Director of the Company; to consider in accordance with article 21.6 of the Constitution of the Company to re-elect George J. Dumbell who retiring by rotation offers himself for re-election as Director of the Company and to authorise George J. Dumbell to continue to hold office as a Director of the Company in accordance with section 138 (6) of the Companies Act 2001; and to consider other issues.Upcoming Dividend • Dec 29Upcoming dividend of MU₨0.60 per shareEligible shareholders must have bought the stock before 05 January 2023. Payment date: 08 February 2023. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Mauritian dividend payers (4.9%). Lower than average of industry peers (4.9%).Reported Earnings • Nov 20Third quarter 2022 earnings released: MU₨0.61 loss per share (vs MU₨1.73 loss in 3Q 2021)Third quarter 2022 results: MU₨0.61 loss per share (improved from MU₨1.73 loss in 3Q 2021). Revenue: MU₨1.05b (up 154% from 3Q 2021). Net loss: MU₨47.9m (loss narrowed 65% from 3Q 2021). Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.お知らせ • Nov 17BMH Ltd Announces CEO ChangesBMH Ltd. announced the shareholders that Mr. Jean Ribet, Constance Group Chief Executive Officer (`CEO') has decided to retire from his post on 31 December 2022. The Boards of Directors of these Companies put on record their highest appreciation of Mr. Ribet's immense contribution to the development of the Constance Group during the past 30 years and to thank him for his most valuable collaboration. Mr. Clément Rey, currently Group Head of Investments and Development, has been appointed Constance Group CEO with effect from 1 January 2023. Mr. Rey has considerable experience in the affairs of the Group having held senior executive positions since 2004.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. 8 non-independent directors. Independent Director Joseph Andre Philip Jean de Fondaumiere was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 21Second quarter 2022 earnings released: MU₨0.54 loss per share (vs MU₨1.26 loss in 2Q 2021)Second quarter 2022 results: MU₨0.54 loss per share (up from MU₨1.26 loss in 2Q 2021). Revenue: MU₨1.05b (up 215% from 2Q 2021). Net loss: MU₨42.8m (loss narrowed 57% from 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.Board Change • Apr 27Less 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. 8 non-independent directors. Independent Director Kalindee Ramdhonee was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 02BMH Ltd to Report Fiscal Year 2021 Results on May 15, 2022BMH Ltd announced that they will report fiscal year 2021 results on May 15, 2022Upcoming Dividend • Jan 07Upcoming dividend of MU₨0.45 per shareEligible shareholders must have bought the stock before 14 January 2022. Payment date: 04 February 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of Mauritian dividend payers (3.5%). Lower than average of industry peers (8.8%).Reported Earnings • Dec 24Full year 2020 earnings: Revenues in line with analyst expectationsFull year 2020 results: Revenue: MU₨1.58b (down 56% from FY 2019). Net loss: MU₨535.6m (loss widened MU₨486.7m from FY 2019). Revenue was in line with analyst estimates.Is New 90 Day High Low • Jan 13New 90-day low: MU₨23.75The company is down 9.0% from its price of MU₨26.00 on 15 October 2020. The Mauritian market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Capital Markets industry, which is up 1.0% over the same period.Upcoming Dividend • Jan 08Upcoming Dividend of MU₨0.40 Per ShareWill be paid on the 2nd of February to those who are registered shareholders by the 15th of January. The trailing yield of 1.7% is below the top quartile of Mauritian dividend payers (5.7%), and is lower than industry peers (6.6%).Is New 90 Day High Low • Dec 14New 90-day low: MU₨24.25The company is down 10.0% from its price of MU₨26.80 on 14 September 2020. The Mauritian market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Capital Markets industry, which is down 4.0% over the same period.Reported Earnings • Nov 14Third quarter 2020 earnings released: MU₨1.84 loss per shareThe company reported a poor third quarter result with increased losses and weaker revenues and control over expenses. Third quarter 2020 results: Revenue: MU₨93.2m (down 85% from 3Q 2019). Net loss: MU₨144.4m (loss widened 32% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.Is New 90 Day High Low • Oct 29New 90-day low: MU₨24.50The company is down 9.0% from its price of MU₨27.05 on 31 July 2020. The Mauritian market is down 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Capital Markets industry, which is down 6.0% over the same period.Is New 90 Day High Low • Sep 19New 90-day low: MU₨26.75The company is down 1.0% from its price of MU₨27.00 on 19 June 2020. The Mauritian market is down 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Capital Markets industry, which is flat over the same period. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、BMH は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測MUSE:BMHL.N0000 - アナリストの将来予測と過去の財務データ ( )MUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/20267,0993681,5581,558N/A12/31/20257,0363868661,333N/A9/30/20257,1034075331,158N/A6/30/20256,6022556741,066N/A3/31/20256,532191546938N/A12/31/20246,5701838271,219N/A9/30/20246,5782681,3111,611N/A6/30/20246,3553611,3331,632N/A3/31/20246,1793511,2301,529N/A12/31/20236,0023191,1031,402N/A9/30/20235,6902211,2731,463N/A6/30/20235,6251531,1781,369N/A3/31/20235,4371611,1691,359N/A12/31/20225,1511081,1301,321N/A9/30/20224,8311809741,041N/A6/30/20224,19391646713N/A3/31/20223,47635438504N/A12/31/20212,439-219-3333N/A9/30/20211,500-593-560-412N/A6/30/20211,179-602-488-340N/A3/31/2021865-720-428-279N/A12/31/20201,584-536-188-40N/A9/30/20202,289-301543543N/A6/30/20202,795-267532532N/A3/31/20203,519-97628628N/A12/31/20193,517-49N/A661N/A9/30/20193,729600N/A339N/A6/30/20193,144911N/A350N/A3/31/20192,428948N/A369N/A12/31/20181,229900N/A113N/A9/30/201864273N/A-20N/A6/30/20185148N/A41N/A3/31/20185057N/A42N/A12/31/20175641N/A33N/A9/30/201745-9N/A27N/A6/30/201745868N/A23N/A3/31/201739864N/A26N/A12/31/201638939N/A43N/A9/30/201640975N/A28N/A6/30/201640104N/A39N/A3/31/201641113N/A35N/A12/31/20154748N/A30N/A9/30/20154659N/A28N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: BMHL.N0000の予測収益成長が 貯蓄率 ( 15.1% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: BMHL.N0000の収益がMU市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: BMHL.N0000の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: BMHL.N0000の収益がMU市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: BMHL.N0000の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: BMHL.N0000の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YConsumer-services 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/06 04:07終値2026/07/06 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋BMH Ltd 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
お知らせ • Jun 09BMH Ltd, Annual General Meeting, Jun 29, 2026BMH Ltd, Annual General Meeting, Jun 29, 2026, at 09:30 Arabian Standard Time. Location: boardroom of la maison 1794, constance, centre de flacq, Mauritius
Board Change • May 20Less 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. 8 non-independent directors. Independent Director Joseph Andre Philip Jean de Fondaumiere was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 12BMH Ltd announces Annual dividend, payable on December 19, 2025BMH Ltd. announced Annual dividend of MUR 1.3500 per share payable on December 19, 2025, ex-date on November 27, 2025 and record date on December 01, 2025.
お知らせ • Jul 26The Access Bank UK Limited completed the acquisition of 76% stake in AfrAsia Bank Limited from IBL Ltd (MUSE:IBLL.N0000), National Bank of Canada (TSX:NA), BMH Ltd (MUSE:BMHL.N0000) and others.The Access Bank UK Limited entered into a binding agreement to acquire an 76% stake in AfrAsia Bank Limited from IBL Ltd (MUSE:IBLL.N0000), National Bank of Canada (TSX:NA), BMH Ltd (MUSE:BMHL.N0000) and others on November 13, 2024. as part of the acquisition, IBL Ltd intends to sell its 30.29% shareholding in AfrAsia Bank Limited. The proceeds from this divestiture will allow IBL Ltd to reduce its debt and be in a better position to manage and grow its investment portfolio in order to continue to create value for its shareholders. As of July 23, 2025, IBL Ltd completed the disposal of a 22.40%, out of its total 30.29% equity stake in AfrAsia Bank Limited. As a result, IBL will retain a 7.89% equity stake in ABL alongside Access Bank UK Limited. For the period ending June 30, 2024, AfrAsia Bank Limited reported Net Profit After Tax of $152.4 million. As of June 30, 2024, AfrAsia Bank Limited reported total assets of $5.7 billion. The transaction was approved by IBL’s Board of Directors. The transaction will be subject to the satisfactory completion of conditions precedent, the obtention of relevant regulatory approvals and any other approvals required by the parties. Rizwan Rahman of CMS Cameron McKenna Nabarro Olswang LLP acted as legal advisor to The Access Bank UK Limited. The Access Bank UK Limited completed the acquisition of 76% stake in AfrAsia Bank Limited from IBL Ltd (MUSE:IBLL.N0000), National Bank of Canada (TSX:NA), BMH Ltd (MUSE:BMHL.N0000) and others on July 24, 2025. The transaction has received all necessary regulatory approvals.
お知らせ • Jun 09BMH Ltd, Annual General Meeting, Jun 30, 2025BMH Ltd, Annual General Meeting, Jun 30, 2025, at 09:30 Arabian Standard Time. Location: boardroom of la maison 1794, constance, centre de flacq, Mauritius
お知らせ • Feb 25BMH Ltd announces Annual dividend, payable on April 08, 2025BMH Ltd announced Annual dividend of MUR 1.0000 per share payable on April 08, 2025, ex-date on March 14, 2025 and record date on March 18, 2025.
New Risk • Aug 24New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.5x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risk Market cap is less than US$100m (MU₨2.04b market cap, or US$44.4m).
Reported Earnings • Aug 22Second quarter 2024 earnings released: MU₨0.53 loss per share (vs MU₨0.65 loss in 2Q 2023)Second quarter 2024 results: MU₨0.53 loss per share (improved from MU₨0.65 loss in 2Q 2023). Revenue: MU₨1.35b (up 15% from 2Q 2023). Net loss: MU₨41.5m (loss narrowed 19% from 2Q 2023). Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Jun 21BMH Ltd, Annual General Meeting, Jun 28, 2024BMH Ltd, Annual General Meeting, Jun 28, 2024, at 09:30 Arabian Standard Time. Location: la maison 1794, constance, centre de flacq, Mauritius
Reported Earnings • May 18First quarter 2024 earnings released: EPS: MU₨2.52 (vs MU₨2.12 in 1Q 2023)First quarter 2024 results: EPS: MU₨2.52 (up from MU₨2.12 in 1Q 2023). Revenue: MU₨1.97b (up 9.8% from 1Q 2023). Net income: MU₨198.2m (up 19% from 1Q 2023). Profit margin: 10% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has increased by 119% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to MU₨28.00, the stock trades at a trailing P/E ratio of 6.9x. Average trailing P/E is 9x in the Capital Markets industry in Africa. Total returns to shareholders of 44% over the past three years.
Reported Earnings • Mar 29Full year 2023 earnings released: EPS: MU₨4.06 (vs MU₨1.38 in FY 2022)Full year 2023 results: EPS: MU₨4.06 (up from MU₨1.38 in FY 2022). Revenue: MU₨6.00b (up 18% from FY 2022). Net income: MU₨319.2m (up 195% from FY 2022). Profit margin: 5.3% (up from 2.1% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Dec 29Upcoming dividend of MU₨0.80 per share at 2.6% yieldEligible shareholders must have bought the stock before 05 January 2024. Payment date: 09 February 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Mauritian dividend payers (5.8%). Lower than average of industry peers (6.6%).
お知らせ • Dec 18BMH Ltd Declares Final Dividend for the Financial Year Ending 31 December 2023, Payable on or about 9 February 2024BMH Ltd. has declared a final dividend of MUR 0.80 per ordinary share payable to shareholders registered at the close of business on 9 January 2024 in respect of its financial year ending 31 December 2023. The dividend will be paid on or about 9 February 2024. The shares of the Company will be traded cum-dividend up to the market day of 4 January 2024 and ex-dividend as from 5 January 2024.
Reported Earnings • Nov 18Third quarter 2023 earnings released: EPS: MU₨0.26 (vs MU₨0.61 loss in 3Q 2022)Third quarter 2023 results: EPS: MU₨0.26 (up from MU₨0.61 loss in 3Q 2022). Revenue: MU₨1.12b (up 6.2% from 3Q 2022). Net income: MU₨20.4m (up MU₨68.4m from 3Q 2022). Profit margin: 1.8% (up from net loss in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 18Second quarter 2023 earnings released: MU₨0.65 loss per share (vs MU₨0.54 loss in 2Q 2022)Second quarter 2023 results: MU₨0.65 loss per share (further deteriorated from MU₨0.54 loss in 2Q 2022). Revenue: MU₨1.18b (up 12% from 2Q 2022). Net loss: MU₨51.0m (loss widened 19% from 2Q 2022). Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Jun 13BMH Ltd, Annual General Meeting, Jun 29, 2023BMH Ltd, Annual General Meeting, Jun 29, 2023, at 05:30 Coordinated Universal Time. Location: Boardroom of La Maison 1794, Constance Centre De Flacq Mauritius Agenda: To consider the Annual Report for the year ended 31 December 2022; to receive the report of Ernst & Young, the External Auditors of the Company;to adopt the Audited Financial Statements of the Company and the Group for the year ended 31 December 2022; to authorise the Board of Directors to fix the remuneration of the External Auditors Ernst & Young who have expressed their willingness to continue to act as External Auditors of the Company and will be automatically re-appointed; to approve Directors fees; to appoint Kevin P.Chan Too as Executive Director of the Company; to consider in accordance with article 21.6 of the Constitution of the Company to re-elect George J. Dumbell who retiring by rotation offers himself for re-election as Director of the Company and to authorise George J. Dumbell to continue to hold office as a Director of the Company in accordance with section 138 (6) of the Companies Act 2001; and to consider other issues.
Upcoming Dividend • Dec 29Upcoming dividend of MU₨0.60 per shareEligible shareholders must have bought the stock before 05 January 2023. Payment date: 08 February 2023. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Mauritian dividend payers (4.9%). Lower than average of industry peers (4.9%).
Reported Earnings • Nov 20Third quarter 2022 earnings released: MU₨0.61 loss per share (vs MU₨1.73 loss in 3Q 2021)Third quarter 2022 results: MU₨0.61 loss per share (improved from MU₨1.73 loss in 3Q 2021). Revenue: MU₨1.05b (up 154% from 3Q 2021). Net loss: MU₨47.9m (loss narrowed 65% from 3Q 2021). Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 17BMH Ltd Announces CEO ChangesBMH Ltd. announced the shareholders that Mr. Jean Ribet, Constance Group Chief Executive Officer (`CEO') has decided to retire from his post on 31 December 2022. The Boards of Directors of these Companies put on record their highest appreciation of Mr. Ribet's immense contribution to the development of the Constance Group during the past 30 years and to thank him for his most valuable collaboration. Mr. Clément Rey, currently Group Head of Investments and Development, has been appointed Constance Group CEO with effect from 1 January 2023. Mr. Rey has considerable experience in the affairs of the Group having held senior executive positions since 2004.
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. 8 non-independent directors. Independent Director Joseph Andre Philip Jean de Fondaumiere was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 21Second quarter 2022 earnings released: MU₨0.54 loss per share (vs MU₨1.26 loss in 2Q 2021)Second quarter 2022 results: MU₨0.54 loss per share (up from MU₨1.26 loss in 2Q 2021). Revenue: MU₨1.05b (up 215% from 2Q 2021). Net loss: MU₨42.8m (loss narrowed 57% from 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.
Board Change • Apr 27Less 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. 8 non-independent directors. Independent Director Kalindee Ramdhonee was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 02BMH Ltd to Report Fiscal Year 2021 Results on May 15, 2022BMH Ltd announced that they will report fiscal year 2021 results on May 15, 2022
Upcoming Dividend • Jan 07Upcoming dividend of MU₨0.45 per shareEligible shareholders must have bought the stock before 14 January 2022. Payment date: 04 February 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of Mauritian dividend payers (3.5%). Lower than average of industry peers (8.8%).
Reported Earnings • Dec 24Full year 2020 earnings: Revenues in line with analyst expectationsFull year 2020 results: Revenue: MU₨1.58b (down 56% from FY 2019). Net loss: MU₨535.6m (loss widened MU₨486.7m from FY 2019). Revenue was in line with analyst estimates.
Is New 90 Day High Low • Jan 13New 90-day low: MU₨23.75The company is down 9.0% from its price of MU₨26.00 on 15 October 2020. The Mauritian market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Capital Markets industry, which is up 1.0% over the same period.
Upcoming Dividend • Jan 08Upcoming Dividend of MU₨0.40 Per ShareWill be paid on the 2nd of February to those who are registered shareholders by the 15th of January. The trailing yield of 1.7% is below the top quartile of Mauritian dividend payers (5.7%), and is lower than industry peers (6.6%).
Is New 90 Day High Low • Dec 14New 90-day low: MU₨24.25The company is down 10.0% from its price of MU₨26.80 on 14 September 2020. The Mauritian market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Capital Markets industry, which is down 4.0% over the same period.
Reported Earnings • Nov 14Third quarter 2020 earnings released: MU₨1.84 loss per shareThe company reported a poor third quarter result with increased losses and weaker revenues and control over expenses. Third quarter 2020 results: Revenue: MU₨93.2m (down 85% from 3Q 2019). Net loss: MU₨144.4m (loss widened 32% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.
Is New 90 Day High Low • Oct 29New 90-day low: MU₨24.50The company is down 9.0% from its price of MU₨27.05 on 31 July 2020. The Mauritian market is down 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Capital Markets industry, which is down 6.0% over the same period.
Is New 90 Day High Low • Sep 19New 90-day low: MU₨26.75The company is down 1.0% from its price of MU₨27.00 on 19 June 2020. The Mauritian market is down 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Capital Markets industry, which is flat over the same period.