View Financial HealthLinde Bangladesh 배당 및 자사주 매입배당 기준 점검 3/6Linde Bangladesh 수익으로 충분히 충당되는 현재 수익률 1.34% 보유한 배당금 지급 회사입니다.핵심 정보1.3%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률n/a배당 성장률20.6%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향41%최근 배당 및 자사주 매입 업데이트공고 • Apr 10Linde Bangladesh Limited announces Annual dividend, payable on July 12, 2026Linde Bangladesh Limited announced Annual dividend of BDT 10.0000 per share payable on July 12, 2026, ex-date on April 30, 2026 and record date on April 29, 2026.Upcoming Dividend • Sep 19Upcoming dividend of ৳410 per shareEligible shareholders must have bought the stock before 26 September 2024. Payment date: 27 October 2024. Trailing yield: 11%. Within top quartile of Bangladeshi dividend payers (4.1%). Higher than average of industry peers (3.8%).Upcoming Dividend • Jul 03Upcoming dividend of ৳154 per shareEligible shareholders must have bought the stock before 10 July 2024. Payment date: 08 August 2024. Trailing yield: 13%. Within top quartile of Bangladeshi dividend payers (4.3%). Higher than average of industry peers (3.6%).Upcoming Dividend • Mar 27Upcoming dividend of ৳42.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 03 April 2023. Payment date: 11 June 2023. Payout ratio is on the higher end at 79%, and the cash payout ratio is above 100%. Trailing yield: 3.0%. Lower than top quartile of Bangladeshi dividend payers (3.8%). Higher than average of industry peers (2.2%).Upcoming Dividend • Apr 25Upcoming dividend of ৳40.00 per shareEligible shareholders must have bought the stock before 02 May 2021. Payment date: 27 June 2021. Trailing yield: 3.8%. Within top quartile of Bangladeshi dividend payers (3.6%). Higher than average of industry peers (2.0%).모든 업데이트 보기Recent updatesBoard Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Chairman of the Board Abhijit Banerjee was the last 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.공고 • May 04Linde Bangladesh Limited to Report Q1, 2026 Results on May 06, 2026Linde Bangladesh Limited announced that they will report Q1, 2026 results on May 06, 2026공고 • Apr 10Linde Bangladesh Limited announces Annual dividend, payable on July 12, 2026Linde Bangladesh Limited announced Annual dividend of BDT 10.0000 per share payable on July 12, 2026, ex-date on April 30, 2026 and record date on April 29, 2026.공고 • Apr 09Linde Bangladesh Limited, Annual General Meeting, Jun 10, 2026Linde Bangladesh Limited, Annual General Meeting, Jun 10, 2026, at 11:00 Central Asia Standard Time.공고 • Apr 01Linde Bangladesh Limited to Report Fiscal Year 2025 Results on Apr 08, 2026Linde Bangladesh Limited announced that they will report fiscal year 2025 results on Apr 08, 2026공고 • Oct 13Linde Bangladesh Limited to Report Q3, 2025 Results on Oct 16, 2025Linde Bangladesh Limited announced that they will report Q3, 2025 results on Oct 16, 2025공고 • Jul 21Linde Bangladesh Limited to Report Q2, 2025 Results on Jul 24, 2025Linde Bangladesh Limited announced that they will report Q2, 2025 results on Jul 24, 2025공고 • May 05Linde Bangladesh Limited to Report Q1, 2025 Results on May 08, 2025Linde Bangladesh Limited announced that they will report Q1, 2025 results on May 08, 2025공고 • Mar 17Linde Bangladesh Limited, Annual General Meeting, May 29, 2025Linde Bangladesh Limited, Annual General Meeting, May 29, 2025, at 11:00 Central Asia Standard Time.공고 • Mar 06Linde Bangladesh Limited to Report Fiscal Year 2024 Results on Mar 13, 2025Linde Bangladesh Limited announced that they will report fiscal year 2024 results on Mar 13, 2025Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ৳1,076, the stock trades at a trailing P/E ratio of 26.2x. Average trailing P/E is 25x in the Chemicals industry in Bangladesh. Total returns to shareholders of 31% over the past three years.공고 • Oct 29Linde Bangladesh Limited to Report Q3, 2024 Results on Oct 31, 2024Linde Bangladesh Limited announced that they will report Q3, 2024 results on Oct 31, 2024Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ৳1,250, the stock trades at a trailing P/E ratio of 30.4x. Average trailing P/E is 29x in the Chemicals industry in Bangladesh. Total returns to shareholders of 33% over the past three years.Upcoming Dividend • Sep 19Upcoming dividend of ৳410 per shareEligible shareholders must have bought the stock before 26 September 2024. Payment date: 27 October 2024. Trailing yield: 11%. Within top quartile of Bangladeshi dividend payers (4.1%). Higher than average of industry peers (3.8%).Valuation Update With 7 Day Price Move • Sep 03Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ৳1,332, the stock trades at a trailing P/E ratio of 32.4x. Average trailing P/E is 29x in the Chemicals industry in Bangladesh. Total returns to shareholders of 12% over the past three years.공고 • Sep 02Linde Bangladesh Limited to Report Fiscal Year 2024 Results on Sep 04, 2024Linde Bangladesh Limited announced that they will report fiscal year 2024 results on Sep 04, 2024Buy Or Sell Opportunity • Aug 29Now 22% undervaluedOver the last 90 days, the stock has risen 21% to ৳1,157. The fair value is estimated to be ৳1,477, 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%.공고 • Jul 29Linde Bangladesh Limited, Annual General Meeting, Aug 07, 2024Linde Bangladesh Limited, Annual General Meeting, Aug 07, 2024, at 11:00 Central Asia Standard Time.Buy Or Sell Opportunity • Jul 27Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.6% to ৳997. The fair value is estimated to be ৳1,266, 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%.공고 • Jul 25Linde Bangladesh Limited to Report Q2, 2024 Results on Jul 29, 2024Linde Bangladesh Limited announced that they will report Q2, 2024 results on Jul 29, 2024Upcoming Dividend • Jul 03Upcoming dividend of ৳154 per shareEligible shareholders must have bought the stock before 10 July 2024. Payment date: 08 August 2024. Trailing yield: 13%. Within top quartile of Bangladeshi dividend payers (4.3%). Higher than average of industry peers (3.6%).공고 • Jun 22Linde Bangladesh Limited to Report Q1, 2024 Results on Jun 27, 2024Linde Bangladesh Limited announced that they will report Q1, 2024 results on Jun 27, 2024공고 • Jun 14Linde Bangladesh Limited to Report Nine Months, 2023 Results on Jun 19, 2024Linde Bangladesh Limited announced that they will report nine months, 2023 results on Jun 19, 2024공고 • Jun 01ESAB Corporation entered into an agreement to acquire Linde Industries Private Limited from Linde Bangladesh Limited (DSE:LINDEBD).ESAB Corporation entered into an agreement to acquire Linde Industries Private Limited from Linde Bangladesh Limited (DSE:LINDEBD) on May 30, 2024. The acquisition is expected to close later this year subject to shareholder approvals and closing conditions. LIPL generated approximately $20 million in sales in 2023.New Risk • May 24New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 102% Cash payout ratio: 264% Earnings have declined by 9.2% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Profit margins are more than 30% lower than last year (13% net profit margin).공고 • Apr 30Linde Bangladesh Limited to Report Fiscal Year 2023 Results on Apr 30, 2024Linde Bangladesh Limited announced that they will report fiscal year 2023 results on Apr 30, 2024Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: ৳13.48 (vs ৳13.83 in 3Q 2022)Third quarter 2023 results: EPS: ৳13.48 (down from ৳13.83 in 3Q 2022). Revenue: ৳1.24b (up 3.1% from 3Q 2022). Net income: ৳205.2m (down 2.5% from 3Q 2022). Profit margin: 17% (in line with 3Q 2022). 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 5% per year, which means it is well ahead of earnings.공고 • Oct 24Linde Bangladesh Limited to Report Q3, 2023 Results on Oct 26, 2023Linde Bangladesh Limited announced that they will report Q3, 2023 results on Oct 26, 2023Reported Earnings • Aug 01Second quarter 2023 earnings released: EPS: ৳18.41 (vs ৳15.30 in 2Q 2022)Second quarter 2023 results: EPS: ৳18.41. Revenue: ৳1.12b (down 2.9% from 2Q 2022). Net income: ৳139.9m (down 40% from 2Q 2022). Profit margin: 13% (down from 20% in 2Q 2022). The decrease in margin was primarily driven by higher expenses.Reported Earnings • Apr 18Full year 2022 earnings released: EPS: ৳58.04 (vs ৳80.54 in FY 2021)Full year 2022 results: EPS: ৳58.04 (down from ৳80.54 in FY 2021). Revenue: ৳4.87b (down 4.1% from FY 2021). Net income: ৳883.2m (down 28% from FY 2021). Profit margin: 18% (down from 24% in FY 2021). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Upcoming Dividend • Mar 27Upcoming dividend of ৳42.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 03 April 2023. Payment date: 11 June 2023. Payout ratio is on the higher end at 79%, and the cash payout ratio is above 100%. Trailing yield: 3.0%. Lower than top quartile of Bangladeshi dividend payers (3.8%). Higher than average of industry peers (2.2%).Board Change • Nov 16Less 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. 4 experienced directors. 1 highly experienced director. 1 independent director (4 non-independent directors). Independent Director Rupali Chowdhury was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Aug 03Second quarter 2022 earnings released: EPS: ৳15.30 (vs ৳22.54 in 2Q 2021)Second quarter 2022 results: EPS: ৳15.30 (down from ৳22.54 in 2Q 2021). Revenue: ৳1.15b (down 8.0% from 2Q 2021). Net income: ৳232.8m (down 32% from 2Q 2021). Profit margin: 20% (down from 27% in 2Q 2021). The decrease in margin was primarily driven by lower revenue.Reported Earnings • May 20First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: ৳19.65 (up from ৳18.88 in 1Q 2021). Revenue: ৳1.36b (up 7.0% from 1Q 2021). Net income: ৳299.0m (up 4.1% from 1Q 2021). Profit margin: 22% (in line with 1Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 22%, compared to a 22% growth forecast for the industry in Bangladesh.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Director Rupali Chowdhury was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공고 • Apr 21Linde Bangladesh Limited, Annual General Meeting, May 12, 2022Linde Bangladesh Limited, Annual General Meeting, May 12, 2022, at 11:00 Bangladesh Standard Time. Agenda: To consider to receive and adopt the accounts for the year ended December 31, 2021 and the reports of the auditors and directors thereon; to consider to declare a dividend for the year ended December 31, 2021; to consider electing directors; to consider to appoint auditors and fix their remuneration; and to consider to appoint compliance auditors and fix their remuneration.Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS ৳17.99 (vs ৳22.67 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ৳1.22b (down 9.4% from 3Q 2020). Net income: ৳273.8m (down 21% from 3Q 2020). Profit margin: 22% (down from 26% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 9% per year.Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 16% share price gain to ৳1,600, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 17x in the Chemicals industry in Asia. Total returns to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ৳906 per share.Reported Earnings • Jul 29Second quarter 2021 earnings released: EPS ৳22.54 (vs ৳22.67 in 2Q 2020)The company reported a mediocre second quarter result with weaker revenues, although earnings were flat and profit margins improved. Second quarter 2021 results: Revenue: ৳1.25b (down 7.3% from 2Q 2020). Net income: ৳343.0m (flat on 2Q 2020). Profit margin: 27% (up from 26% in 2Q 2020). The increase in margin was driven by lower expenses.Reported Earnings • May 16Full year 2020 earnings released: EPS ৳70.54 (vs ৳80.92 in FY 2019)The company reported a soft full year result with weaker earnings and revenues, although profit margins were improved. Full year 2020 results: Revenue: ৳4.71b (down 17% from FY 2019). Net income: ৳1.07b (down 13% from FY 2019). Profit margin: 23% (up from 22% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 2% per year.Upcoming Dividend • Apr 25Upcoming dividend of ৳40.00 per shareEligible shareholders must have bought the stock before 02 May 2021. Payment date: 27 June 2021. Trailing yield: 3.8%. Within top quartile of Bangladeshi dividend payers (3.6%). Higher than average of industry peers (2.0%).Is New 90 Day High Low • Feb 12New 90-day high: ৳1,324The company is up 9.0% from its price of ৳1,214 on 12 November 2020. The Bangladeshi market is up 13% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Chemicals industry, which is also up 9.0% over the same period.Is New 90 Day High Low • Jan 18New 90-day high: ৳1,322The company is up 7.0% from its price of ৳1,232 on 20 October 2020. The Bangladeshi market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 9.0% over the same period.Is New 90 Day High Low • Dec 10New 90-day high: ৳1,292The company is up 3.0% from its price of ৳1,260 on 10 September 2020. The Bangladeshi market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is down 5.0% over the same period.공고 • Jul 26Linde Bangladesh Limited to Report Q2, 2020 Results on Jul 29, 2020Linde Bangladesh Limited announced that they will report Q2, 2020 results on Jul 29, 2020지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: LINDEBD 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: LINDEBD 의 배당금 지급액은 지난 10 년 동안 감소했습니다.배당 수익률 vs 시장Linde Bangladesh 배당 수익률 vs 시장LINDEBD의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (LINDEBD)1.3%시장 하위 25% (BD)0.7%시장 상위 25% (BD)3.3%업계 평균 (Chemicals)2.8%분석가 예측 (LINDEBD) (최대 3년)n/a주목할만한 배당금: LINDEBD 의 배당금( 1.34% )은 BD 시장에서 배당금 지급자의 하위 25%( 0.69% )보다 높습니다.고배당: LINDEBD 의 배당금( 1.34% )은 BD 시장에서 배당금 지급자의 상위 25%( 3.34% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 합리적으로 낮은 지불 비율 ( 40.8% )로 LINDEBD 의 배당금 지급은 수익으로 충분히 충당됩니다.주주 현금 배당현금 흐름 범위: 합리적인 현금 지급 비율 ( 72.2% )로 LINDEBD 의 배당금 지급은 현금 흐름으로 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YBD 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/13 05:08종가2026/07/13 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Linde Bangladesh Limited는 1명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullBRAC EPL Stock Brokerage Ltd
공고 • Apr 10Linde Bangladesh Limited announces Annual dividend, payable on July 12, 2026Linde Bangladesh Limited announced Annual dividend of BDT 10.0000 per share payable on July 12, 2026, ex-date on April 30, 2026 and record date on April 29, 2026.
Upcoming Dividend • Sep 19Upcoming dividend of ৳410 per shareEligible shareholders must have bought the stock before 26 September 2024. Payment date: 27 October 2024. Trailing yield: 11%. Within top quartile of Bangladeshi dividend payers (4.1%). Higher than average of industry peers (3.8%).
Upcoming Dividend • Jul 03Upcoming dividend of ৳154 per shareEligible shareholders must have bought the stock before 10 July 2024. Payment date: 08 August 2024. Trailing yield: 13%. Within top quartile of Bangladeshi dividend payers (4.3%). Higher than average of industry peers (3.6%).
Upcoming Dividend • Mar 27Upcoming dividend of ৳42.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 03 April 2023. Payment date: 11 June 2023. Payout ratio is on the higher end at 79%, and the cash payout ratio is above 100%. Trailing yield: 3.0%. Lower than top quartile of Bangladeshi dividend payers (3.8%). Higher than average of industry peers (2.2%).
Upcoming Dividend • Apr 25Upcoming dividend of ৳40.00 per shareEligible shareholders must have bought the stock before 02 May 2021. Payment date: 27 June 2021. Trailing yield: 3.8%. Within top quartile of Bangladeshi dividend payers (3.6%). Higher than average of industry peers (2.0%).
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Chairman of the Board Abhijit Banerjee was the last 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.
공고 • May 04Linde Bangladesh Limited to Report Q1, 2026 Results on May 06, 2026Linde Bangladesh Limited announced that they will report Q1, 2026 results on May 06, 2026
공고 • Apr 10Linde Bangladesh Limited announces Annual dividend, payable on July 12, 2026Linde Bangladesh Limited announced Annual dividend of BDT 10.0000 per share payable on July 12, 2026, ex-date on April 30, 2026 and record date on April 29, 2026.
공고 • Apr 09Linde Bangladesh Limited, Annual General Meeting, Jun 10, 2026Linde Bangladesh Limited, Annual General Meeting, Jun 10, 2026, at 11:00 Central Asia Standard Time.
공고 • Apr 01Linde Bangladesh Limited to Report Fiscal Year 2025 Results on Apr 08, 2026Linde Bangladesh Limited announced that they will report fiscal year 2025 results on Apr 08, 2026
공고 • Oct 13Linde Bangladesh Limited to Report Q3, 2025 Results on Oct 16, 2025Linde Bangladesh Limited announced that they will report Q3, 2025 results on Oct 16, 2025
공고 • Jul 21Linde Bangladesh Limited to Report Q2, 2025 Results on Jul 24, 2025Linde Bangladesh Limited announced that they will report Q2, 2025 results on Jul 24, 2025
공고 • May 05Linde Bangladesh Limited to Report Q1, 2025 Results on May 08, 2025Linde Bangladesh Limited announced that they will report Q1, 2025 results on May 08, 2025
공고 • Mar 17Linde Bangladesh Limited, Annual General Meeting, May 29, 2025Linde Bangladesh Limited, Annual General Meeting, May 29, 2025, at 11:00 Central Asia Standard Time.
공고 • Mar 06Linde Bangladesh Limited to Report Fiscal Year 2024 Results on Mar 13, 2025Linde Bangladesh Limited announced that they will report fiscal year 2024 results on Mar 13, 2025
Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ৳1,076, the stock trades at a trailing P/E ratio of 26.2x. Average trailing P/E is 25x in the Chemicals industry in Bangladesh. Total returns to shareholders of 31% over the past three years.
공고 • Oct 29Linde Bangladesh Limited to Report Q3, 2024 Results on Oct 31, 2024Linde Bangladesh Limited announced that they will report Q3, 2024 results on Oct 31, 2024
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ৳1,250, the stock trades at a trailing P/E ratio of 30.4x. Average trailing P/E is 29x in the Chemicals industry in Bangladesh. Total returns to shareholders of 33% over the past three years.
Upcoming Dividend • Sep 19Upcoming dividend of ৳410 per shareEligible shareholders must have bought the stock before 26 September 2024. Payment date: 27 October 2024. Trailing yield: 11%. Within top quartile of Bangladeshi dividend payers (4.1%). Higher than average of industry peers (3.8%).
Valuation Update With 7 Day Price Move • Sep 03Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ৳1,332, the stock trades at a trailing P/E ratio of 32.4x. Average trailing P/E is 29x in the Chemicals industry in Bangladesh. Total returns to shareholders of 12% over the past three years.
공고 • Sep 02Linde Bangladesh Limited to Report Fiscal Year 2024 Results on Sep 04, 2024Linde Bangladesh Limited announced that they will report fiscal year 2024 results on Sep 04, 2024
Buy Or Sell Opportunity • Aug 29Now 22% undervaluedOver the last 90 days, the stock has risen 21% to ৳1,157. The fair value is estimated to be ৳1,477, 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%.
공고 • Jul 29Linde Bangladesh Limited, Annual General Meeting, Aug 07, 2024Linde Bangladesh Limited, Annual General Meeting, Aug 07, 2024, at 11:00 Central Asia Standard Time.
Buy Or Sell Opportunity • Jul 27Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.6% to ৳997. The fair value is estimated to be ৳1,266, 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%.
공고 • Jul 25Linde Bangladesh Limited to Report Q2, 2024 Results on Jul 29, 2024Linde Bangladesh Limited announced that they will report Q2, 2024 results on Jul 29, 2024
Upcoming Dividend • Jul 03Upcoming dividend of ৳154 per shareEligible shareholders must have bought the stock before 10 July 2024. Payment date: 08 August 2024. Trailing yield: 13%. Within top quartile of Bangladeshi dividend payers (4.3%). Higher than average of industry peers (3.6%).
공고 • Jun 22Linde Bangladesh Limited to Report Q1, 2024 Results on Jun 27, 2024Linde Bangladesh Limited announced that they will report Q1, 2024 results on Jun 27, 2024
공고 • Jun 14Linde Bangladesh Limited to Report Nine Months, 2023 Results on Jun 19, 2024Linde Bangladesh Limited announced that they will report nine months, 2023 results on Jun 19, 2024
공고 • Jun 01ESAB Corporation entered into an agreement to acquire Linde Industries Private Limited from Linde Bangladesh Limited (DSE:LINDEBD).ESAB Corporation entered into an agreement to acquire Linde Industries Private Limited from Linde Bangladesh Limited (DSE:LINDEBD) on May 30, 2024. The acquisition is expected to close later this year subject to shareholder approvals and closing conditions. LIPL generated approximately $20 million in sales in 2023.
New Risk • May 24New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 102% Cash payout ratio: 264% Earnings have declined by 9.2% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Profit margins are more than 30% lower than last year (13% net profit margin).
공고 • Apr 30Linde Bangladesh Limited to Report Fiscal Year 2023 Results on Apr 30, 2024Linde Bangladesh Limited announced that they will report fiscal year 2023 results on Apr 30, 2024
Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: ৳13.48 (vs ৳13.83 in 3Q 2022)Third quarter 2023 results: EPS: ৳13.48 (down from ৳13.83 in 3Q 2022). Revenue: ৳1.24b (up 3.1% from 3Q 2022). Net income: ৳205.2m (down 2.5% from 3Q 2022). Profit margin: 17% (in line with 3Q 2022). 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 5% per year, which means it is well ahead of earnings.
공고 • Oct 24Linde Bangladesh Limited to Report Q3, 2023 Results on Oct 26, 2023Linde Bangladesh Limited announced that they will report Q3, 2023 results on Oct 26, 2023
Reported Earnings • Aug 01Second quarter 2023 earnings released: EPS: ৳18.41 (vs ৳15.30 in 2Q 2022)Second quarter 2023 results: EPS: ৳18.41. Revenue: ৳1.12b (down 2.9% from 2Q 2022). Net income: ৳139.9m (down 40% from 2Q 2022). Profit margin: 13% (down from 20% in 2Q 2022). The decrease in margin was primarily driven by higher expenses.
Reported Earnings • Apr 18Full year 2022 earnings released: EPS: ৳58.04 (vs ৳80.54 in FY 2021)Full year 2022 results: EPS: ৳58.04 (down from ৳80.54 in FY 2021). Revenue: ৳4.87b (down 4.1% from FY 2021). Net income: ৳883.2m (down 28% from FY 2021). Profit margin: 18% (down from 24% in FY 2021). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Upcoming Dividend • Mar 27Upcoming dividend of ৳42.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 03 April 2023. Payment date: 11 June 2023. Payout ratio is on the higher end at 79%, and the cash payout ratio is above 100%. Trailing yield: 3.0%. Lower than top quartile of Bangladeshi dividend payers (3.8%). Higher than average of industry peers (2.2%).
Board Change • Nov 16Less 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. 4 experienced directors. 1 highly experienced director. 1 independent director (4 non-independent directors). Independent Director Rupali Chowdhury was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Aug 03Second quarter 2022 earnings released: EPS: ৳15.30 (vs ৳22.54 in 2Q 2021)Second quarter 2022 results: EPS: ৳15.30 (down from ৳22.54 in 2Q 2021). Revenue: ৳1.15b (down 8.0% from 2Q 2021). Net income: ৳232.8m (down 32% from 2Q 2021). Profit margin: 20% (down from 27% in 2Q 2021). The decrease in margin was primarily driven by lower revenue.
Reported Earnings • May 20First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: ৳19.65 (up from ৳18.88 in 1Q 2021). Revenue: ৳1.36b (up 7.0% from 1Q 2021). Net income: ৳299.0m (up 4.1% from 1Q 2021). Profit margin: 22% (in line with 1Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 22%, compared to a 22% growth forecast for the industry in Bangladesh.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Director Rupali Chowdhury was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공고 • Apr 21Linde Bangladesh Limited, Annual General Meeting, May 12, 2022Linde Bangladesh Limited, Annual General Meeting, May 12, 2022, at 11:00 Bangladesh Standard Time. Agenda: To consider to receive and adopt the accounts for the year ended December 31, 2021 and the reports of the auditors and directors thereon; to consider to declare a dividend for the year ended December 31, 2021; to consider electing directors; to consider to appoint auditors and fix their remuneration; and to consider to appoint compliance auditors and fix their remuneration.
Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS ৳17.99 (vs ৳22.67 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ৳1.22b (down 9.4% from 3Q 2020). Net income: ৳273.8m (down 21% from 3Q 2020). Profit margin: 22% (down from 26% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 9% per year.
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 16% share price gain to ৳1,600, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 17x in the Chemicals industry in Asia. Total returns to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ৳906 per share.
Reported Earnings • Jul 29Second quarter 2021 earnings released: EPS ৳22.54 (vs ৳22.67 in 2Q 2020)The company reported a mediocre second quarter result with weaker revenues, although earnings were flat and profit margins improved. Second quarter 2021 results: Revenue: ৳1.25b (down 7.3% from 2Q 2020). Net income: ৳343.0m (flat on 2Q 2020). Profit margin: 27% (up from 26% in 2Q 2020). The increase in margin was driven by lower expenses.
Reported Earnings • May 16Full year 2020 earnings released: EPS ৳70.54 (vs ৳80.92 in FY 2019)The company reported a soft full year result with weaker earnings and revenues, although profit margins were improved. Full year 2020 results: Revenue: ৳4.71b (down 17% from FY 2019). Net income: ৳1.07b (down 13% from FY 2019). Profit margin: 23% (up from 22% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 2% per year.
Upcoming Dividend • Apr 25Upcoming dividend of ৳40.00 per shareEligible shareholders must have bought the stock before 02 May 2021. Payment date: 27 June 2021. Trailing yield: 3.8%. Within top quartile of Bangladeshi dividend payers (3.6%). Higher than average of industry peers (2.0%).
Is New 90 Day High Low • Feb 12New 90-day high: ৳1,324The company is up 9.0% from its price of ৳1,214 on 12 November 2020. The Bangladeshi market is up 13% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Chemicals industry, which is also up 9.0% over the same period.
Is New 90 Day High Low • Jan 18New 90-day high: ৳1,322The company is up 7.0% from its price of ৳1,232 on 20 October 2020. The Bangladeshi market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 9.0% over the same period.
Is New 90 Day High Low • Dec 10New 90-day high: ৳1,292The company is up 3.0% from its price of ৳1,260 on 10 September 2020. The Bangladeshi market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is down 5.0% over the same period.
공고 • Jul 26Linde Bangladesh Limited to Report Q2, 2020 Results on Jul 29, 2020Linde Bangladesh Limited announced that they will report Q2, 2020 results on Jul 29, 2020