View Financial HealthPalram Industries (1990) 배당 및 자사주 매입배당 기준 점검 5/6Palram Industries (1990) 수익으로 충분히 충당되는 현재 수익률 8.7% 보유한 배당금 지급 회사입니다.핵심 정보8.7%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률n/a배당 성장률20.1%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향56%최근 배당 및 자사주 매입 업데이트Declared Dividend • Mar 30Dividend of ₪3.50 announcedShareholders will receive a dividend of ₪3.50. Ex-date: 14th April 2026 Payment date: 27th April 2026 Dividend yield will be 6.6%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 31% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 43% to shift the payout ratio to a potentially unsustainable range, which is more than the 5.0% EPS decline seen over the last 5 years.공고 • Mar 28Palram Industries (1990) Ltd announces Annual dividend, payable on April 27, 2026Palram Industries (1990) Ltd. announced Annual dividend of ILS 3.4985 per share payable on April 27, 2026, ex-date on April 14, 2026 and record date on April 14, 2026.Upcoming Dividend • Apr 08Upcoming dividend of ₪3.89 per shareEligible shareholders must have bought the stock before 15 April 2025. Payment date: 28 April 2025. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Israeli dividend payers (6.6%). Higher than average of industry peers (2.3%).Upcoming Dividend • Sep 15Upcoming dividend of ₪1.17 per shareEligible shareholders must have bought the stock before 22 September 2024. Payment date: 29 September 2024. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Israeli dividend payers (6.8%). Lower than average of industry peers (5.2%).Upcoming Dividend • Apr 04Upcoming dividend of ₪2.33 per shareEligible shareholders must have bought the stock before 11 April 2024. Payment date: 18 April 2024. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Israeli dividend payers (7.0%). Lower than average of industry peers (4.7%).Upcoming Dividend • Apr 19Upcoming dividend of ₪2.72 per shareEligible shareholders must have bought the stock before 26 April 2022. Payment date: 17 May 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 5.6%. Within top quartile of Israeli dividend payers (5.3%). Higher than average of industry peers (2.6%).모든 업데이트 보기Recent updates공고 • Jul 27Palram Industries (1990) Ltd to Report Q2, 2026 Results on Aug 27, 2026Palram Industries (1990) Ltd announced that they will report Q2, 2026 results on Aug 27, 2026Board Change • Jul 19Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Dafna Shalev-Flem was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Jun 01First quarter 2026 earnings released: EPS: ₪1.47 (vs ₪2.02 in 1Q 2025)First quarter 2026 results: EPS: ₪1.47 (down from ₪2.02 in 1Q 2025). Revenue: ₪402.2m (down 8.3% from 1Q 2025). Net income: ₪37.7m (down 27% from 1Q 2025). Profit margin: 9.4% (down from 12% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.공고 • May 09Palram Industries (1990) Ltd(TASE:PLRM) dropped from TA-125 IndexPalram Industries (1990) Ltd has been dropped from the TA-125 Index.New Risk • Mar 30New major risk - Revenue and earnings growthEarnings have declined by 0.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.3% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Declared Dividend • Mar 30Dividend of ₪3.50 announcedShareholders will receive a dividend of ₪3.50. Ex-date: 14th April 2026 Payment date: 27th April 2026 Dividend yield will be 6.6%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 31% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 43% to shift the payout ratio to a potentially unsustainable range, which is more than the 5.0% EPS decline seen over the last 5 years.공고 • Mar 28Palram Industries (1990) Ltd announces Annual dividend, payable on April 27, 2026Palram Industries (1990) Ltd. announced Annual dividend of ILS 3.4985 per share payable on April 27, 2026, ex-date on April 14, 2026 and record date on April 14, 2026.공고 • Mar 23Palram Industries (1990) Ltd to Report Q4, 2025 Results on Mar 26, 2026Palram Industries (1990) Ltd announced that they will report Q4, 2025 results on Mar 26, 2026분석 기사 • Dec 10Investors Give Palram Industries (1990) Ltd (TLV:PLRM) Shares A 25% HidingPalram Industries (1990) Ltd ( TLV:PLRM ) shareholders that were waiting for something to happen have been dealt a blow...Valuation Update With 7 Day Price Move • Dec 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₪58.03, the stock trades at a trailing P/E ratio of 7.7x. Average trailing P/E is 15x in the Chemicals industry in Israel. Total returns to shareholders of 182% over the past three years.Reported Earnings • Nov 30Third quarter 2025 earnings released: EPS: ₪1.63 (vs ₪2.42 in 3Q 2024)Third quarter 2025 results: EPS: ₪1.63 (down from ₪2.42 in 3Q 2024). Revenue: ₪433.8m (down 12% from 3Q 2024). Net income: ₪41.9m (down 33% from 3Q 2024). Profit margin: 9.6% (down from 13% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.공고 • Nov 03Palram Industries (1990) Ltd to Report Q3, 2025 Results on Nov 27, 2025Palram Industries (1990) Ltd announced that they will report Q3, 2025 results on Nov 27, 2025Reported Earnings • Aug 31Second quarter 2025 earnings released: EPS: ₪2.07 (vs ₪2.56 in 2Q 2024)Second quarter 2025 results: EPS: ₪2.07 (down from ₪2.56 in 2Q 2024). Revenue: ₪473.5m (down 4.2% from 2Q 2024). Net income: ₪53.3m (down 19% from 2Q 2024). Profit margin: 11% (down from 13% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 18% per year.공고 • Aug 29Palram Industries (1990) Ltd, Annual General Meeting, Oct 05, 2025Palram Industries (1990) Ltd, Annual General Meeting, Oct 05, 2025. Location: co. offices, Israel공고 • Jul 28Palram Industries (1990) Ltd to Report Q2, 2025 Results on Aug 28, 2025Palram Industries (1990) Ltd announced that they will report Q2, 2025 results on Aug 28, 2025New Risk • Jun 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 6.5% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.5% average weekly change).Reported Earnings • May 31First quarter 2025 earnings released: EPS: ₪2.02 (vs ₪2.21 in 1Q 2024)First quarter 2025 results: EPS: ₪2.02 (down from ₪2.21 in 1Q 2024). Revenue: ₪438.7m (flat on 1Q 2024). Net income: ₪51.9m (down 8.6% from 1Q 2024). Profit margin: 12% (down from 13% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 22% per year.공고 • May 06Palram Industries (1990) Ltd to Report Q1, 2025 Results on May 29, 2025Palram Industries (1990) Ltd announced that they will report Q1, 2025 results on May 29, 2025Upcoming Dividend • Apr 08Upcoming dividend of ₪3.89 per shareEligible shareholders must have bought the stock before 15 April 2025. Payment date: 28 April 2025. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Israeli dividend payers (6.6%). Higher than average of industry peers (2.3%).분석 기사 • Apr 08Why Investors Shouldn't Be Surprised By Palram Industries (1990) Ltd's (TLV:PLRM) 26% Share Price PlungePalram Industries (1990) Ltd ( TLV:PLRM ) shareholders won't be pleased to see that the share price has had a very...Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₪77.91, the stock trades at a trailing P/E ratio of 8.7x. Average trailing P/E is 10x in the Chemicals industry in Israel. Total returns to shareholders of 100% over the past three years.Reported Earnings • Mar 29Full year 2024 earnings released: EPS: ₪9.01 (vs ₪6.39 in FY 2023)Full year 2024 results: EPS: ₪9.01 (up from ₪6.39 in FY 2023). Revenue: ₪1.87b (up 8.8% from FY 2023). Net income: ₪231.7m (up 41% from FY 2023). Profit margin: 12% (up from 9.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Mar 27Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to ₪92.75. The fair value is estimated to be ₪76.12, 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 grown by 6.7%.공고 • Mar 11Palram Industries (1990) Ltd to Report Q4, 2024 Results on Mar 27, 2025Palram Industries (1990) Ltd announced that they will report Q4, 2024 results on Mar 27, 2025Reported Earnings • Nov 28Third quarter 2024 earnings released: EPS: ₪2.42 (vs ₪1.86 in 3Q 2023)Third quarter 2024 results: EPS: ₪2.42 (up from ₪1.86 in 3Q 2023). Revenue: ₪490.3m (up 12% from 3Q 2023). Net income: ₪62.4m (up 30% from 3Q 2023). Profit margin: 13% (up from 11% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.공고 • Nov 10Palram Industries (1990) Ltd to Report Q3, 2024 Results on Nov 28, 2024Palram Industries (1990) Ltd announced that they will report Q3, 2024 results on Nov 28, 2024Upcoming Dividend • Sep 15Upcoming dividend of ₪1.17 per shareEligible shareholders must have bought the stock before 22 September 2024. Payment date: 29 September 2024. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Israeli dividend payers (6.8%). Lower than average of industry peers (5.2%).Reported Earnings • Aug 31Second quarter 2024 earnings released: EPS: ₪2.56 (vs ₪1.61 in 2Q 2023)Second quarter 2024 results: EPS: ₪2.56 (up from ₪1.61 in 2Q 2023). Revenue: ₪494.4m (up 11% from 2Q 2023). Net income: ₪65.8m (up 59% from 2Q 2023). Profit margin: 13% (up from 9.3% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.공고 • Jul 29Palram Industries (1990) Ltd to Report Q2, 2024 Results on Sep 01, 2024Palram Industries (1990) Ltd announced that they will report Q2, 2024 results on Sep 01, 2024분석 기사 • Jul 12Returns At Palram Industries (1990) (TLV:PLRM) Are On The Way UpThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...New Risk • Jun 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 5.7% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.7% average weekly change).공고 • Jun 01Palram Industries (1990) Ltd, Annual General Meeting, Jul 04, 2024Palram Industries (1990) Ltd, Annual General Meeting, Jul 04, 2024. Location: co. offices, Israel공고 • May 14Palram Industries (1990) Ltd to Report Q1, 2024 Results on Jun 02, 2024Palram Industries (1990) Ltd announced that they will report Q1, 2024 results on Jun 02, 2024분석 기사 • Apr 06Palram Industries (1990) Ltd (TLV:PLRM) Stock Catapults 26% Though Its Price And Business Still Lag The MarketDespite an already strong run, Palram Industries (1990) Ltd ( TLV:PLRM ) shares have been powering on, with a gain of...분석 기사 • Apr 05Why Palram Industries (1990)'s (TLV:PLRM) Earnings Are Better Than They SeemPalram Industries (1990) Ltd ( TLV:PLRM ) announced a healthy earnings result recently, and the market rewarded it with...Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₪51.46, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 10x in the Chemicals industry in Israel. Total returns to shareholders of 96% over the past three years.Upcoming Dividend • Apr 04Upcoming dividend of ₪2.33 per shareEligible shareholders must have bought the stock before 11 April 2024. Payment date: 18 April 2024. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Israeli dividend payers (7.0%). Lower than average of industry peers (4.7%).Reported Earnings • Mar 31Full year 2023 earnings released: EPS: ₪6.39 (vs ₪6.00 in FY 2022)Full year 2023 results: EPS: ₪6.39 (up from ₪6.00 in FY 2022). Revenue: ₪1.72b (down 5.2% from FY 2022). Net income: ₪164.3m (up 6.4% from FY 2022). Profit margin: 9.6% (up from 8.5% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.공고 • Mar 13Palram Industries (1990) Ltd to Report Fiscal Year 2023 Results on Mar 28, 2024Palram Industries (1990) Ltd announced that they will report fiscal year 2023 results on Mar 28, 2024New Risk • Feb 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 5.9% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.9% average weekly change). Large one-off items impacting financial results.분석 기사 • Jan 02Improved Earnings Required Before Palram Industries (1990) Ltd (TLV:PLRM) Stock's 29% Jump Looks JustifiedPalram Industries (1990) Ltd ( TLV:PLRM ) shares have had a really impressive month, gaining 29% after a shaky period...Valuation Update With 7 Day Price Move • Dec 07Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₪37.98, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 7x in the Chemicals industry in Israel. Total returns to shareholders of 57% over the past three years.Reported Earnings • Dec 02Third quarter 2023 earnings released: EPS: ₪1.86 (vs ₪0.43 in 3Q 2022)Third quarter 2023 results: EPS: ₪1.86 (up from ₪0.43 in 3Q 2022). Revenue: ₪439.1m (up 5.6% from 3Q 2022). Net income: ₪47.9m (up 332% from 3Q 2022). Profit margin: 11% (up from 2.7% in 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 remained flat, which means it is well ahead of earnings.공고 • Nov 14Palram Industries (1990) Ltd to Report Q3, 2023 Results on Dec 03, 2023Palram Industries (1990) Ltd announced that they will report Q3, 2023 results on Dec 03, 2023Buying Opportunity • Oct 11Now 20% undervaluedOver the last 90 days, the stock is up 7.2%. The fair value is estimated to be ₪37.93, 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 13%.분석 기사 • Sep 04Is Palram Industries (1990) (TLV:PLRM) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Sep 02Second quarter 2023 earnings released: EPS: ₪1.61 (vs ₪1.33 in 2Q 2022)Second quarter 2023 results: EPS: ₪1.61 (up from ₪1.33 in 2Q 2022). Revenue: ₪446.8m (down 14% from 2Q 2022). Net income: ₪41.3m (up 21% from 2Q 2022). Profit margin: 9.3% (up from 6.6% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Reported Earnings • Jun 01First quarter 2023 earnings released: EPS: ₪0.82 (vs ₪2.00 in 1Q 2022)First quarter 2023 results: EPS: ₪0.82 (down from ₪2.00 in 1Q 2022). Revenue: ₪408.4m (down 18% from 1Q 2022). Net income: ₪21.0m (down 59% from 1Q 2022). Profit margin: 5.2% (down from 10% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 4% per year.분석 기사 • Jun 01Estimating The Fair Value Of Palram Industries (1990) Ltd (TLV:PLRM)Key Insights The projected fair value for Palram Industries (1990) is ₪20.47 based on Dividend Discount Model Palram...Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₪26.02, the stock trades at a trailing P/E ratio of 4.3x. Average trailing P/E is 4x in the Chemicals industry in Israel. Total returns to shareholders of 112% over the past three years.분석 기사 • Apr 03Palram Industries (1990) (TLV:PLRM) Might Have The Makings Of A Multi-BaggerWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...Reported Earnings • Apr 02Full year 2022 earnings released: EPS: ₪6.00 (vs ₪7.32 in FY 2021)Full year 2022 results: EPS: ₪6.00 (down from ₪7.32 in FY 2021). Revenue: ₪1.81b (flat on FY 2021). Net income: ₪154.4m (down 18% from FY 2021). Profit margin: 8.5% (down from 10% in FY 2021). Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 17% per year.Valuation Update With 7 Day Price Move • Dec 06Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to ₪23.88, the stock trades at a trailing P/E ratio of 4.5x. Average trailing P/E is 7x in the Chemicals industry in Israel. Total returns to shareholders of 59% over the past three years.Reported Earnings • Dec 01Third quarter 2022 earnings released: EPS: ₪0.43 (vs ₪1.76 in 3Q 2021)Third quarter 2022 results: EPS: ₪0.43 (down from ₪1.76 in 3Q 2021). Revenue: ₪415.8m (down 3.9% from 3Q 2021). Net income: ₪11.1m (down 75% from 3Q 2021). Profit margin: 2.7% (down from 10% in 3Q 2021). The decrease in margin was primarily driven by higher expenses. 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 16% per year, which means it is significantly lagging earnings growth.분석 기사 • Dec 01Here's Why Palram Industries (1990) (TLV:PLRM) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Board Change • Nov 16Less 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. 8 non-independent directors. Independent Director Oded Gil T. was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.분석 기사 • Nov 04The Trend Of High Returns At Palram Industries (1990) (TLV:PLRM) Has Us Very InterestedWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Buying Opportunity • Nov 02Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be ₪43.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company has become profitable.Buying Opportunity • Sep 06Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.9%. The fair value is estimated to be ₪51.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company has become profitable.Reported Earnings • Sep 01Second quarter 2022 earnings released: EPS: ₪1.33 (vs ₪1.19 in 2Q 2021)Second quarter 2022 results: EPS: ₪1.33 (up from ₪1.19 in 2Q 2021). Revenue: ₪517.7m (up 9.7% from 2Q 2021). Net income: ₪34.1m (up 11% from 2Q 2021). Profit margin: 6.6% (up from 6.5% 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 56% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jun 01First quarter 2022 earnings released: EPS: ₪2.00 (vs ₪2.83 in 1Q 2021)First quarter 2022 results: EPS: ₪2.00 (down from ₪2.83 in 1Q 2021). Revenue: ₪498.6m (up 6.0% from 1Q 2021). Net income: ₪51.5m (down 29% from 1Q 2021). Profit margin: 10% (down from 16% 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 71% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.Buying Opportunity • May 25Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be ₪52.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 83%.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. 8 non-independent directors. Independent Director Oded Gil T. was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Apr 19Upcoming dividend of ₪2.72 per shareEligible shareholders must have bought the stock before 26 April 2022. Payment date: 17 May 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 5.6%. Within top quartile of Israeli dividend payers (5.3%). Higher than average of industry peers (2.6%).Reported Earnings • Apr 01Full year 2021 earnings released: EPS: ₪7.32 (vs ₪8.84 in FY 2020)Full year 2021 results: EPS: ₪7.32 (down from ₪8.84 in FY 2020). Revenue: ₪1.82b (up 4.6% from FY 2020). Net income: ₪188.4m (down 17% from FY 2020). Profit margin: 10% (down from 13% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.분석 기사 • Dec 02Is Palram Industries (1990) (TLV:PLRM) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Dec 01Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: ₪1.76 (down from ₪2.71 in 3Q 2020). Revenue: ₪432.9m (down 4.8% from 3Q 2020). Net income: ₪45.2m (down 35% from 3Q 2020). Profit margin: 10% (down from 15% in 3Q 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.Reported Earnings • Sep 03Second quarter 2021 earnings released: EPS ₪1.19 (vs ₪2.85 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₪472.1m (down 2.8% from 2Q 2020). Net income: ₪30.7m (down 58% from 2Q 2020). Profit margin: 6.5% (down from 15% in 2Q 2020). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 31Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₪47.54, the stock trades at a trailing P/E ratio of 4.5x. Average trailing P/E is 13x in the Chemicals industry in Israel. Total returns to shareholders of 146% over the past three years.분석 기사 • Aug 31Palram Industries (1990) (TLV:PLRM) Has A Rock Solid Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Jun 09Palram Industries (1990) (TLV:PLRM) Could Become A Multi-BaggerIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Upcoming Dividend • Mar 29Upcoming dividend of ₪2.33 per shareEligible shareholders must have bought the stock before 05 April 2021. Payment date: 12 April 2021. Trailing yield: 7.5%. Within top quartile of Israeli dividend payers (5.2%). Higher than average of industry peers (2.1%).Reported Earnings • Mar 27Full year 2020 earnings released: EPS ₪8.84 (vs ₪0.33 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ₪1.74b (up 21% from FY 2019). Net income: ₪227.3m (up ₪218.9m from FY 2019). Profit margin: 13% (up from 0.6% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.분석 기사 • Mar 24Is Palram Industries (1990) (TLV:PLRM) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Mar 03We Like Palram Industries (1990)'s (TLV:PLRM) Returns And Here's How They're TrendingIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...분석 기사 • Feb 09If You Had Bought Palram Industries (1990) (TLV:PLRM) Stock A Year Ago, You Could Pocket A 98% Gain TodayPassive investing in index funds can generate returns that roughly match the overall market. But if you pick the right...Is New 90 Day High Low • Jan 26New 90-day high: ₪31.40The company is up 10.0% from its price of ₪28.60 on 28 October 2020. The Israeli market is up 23% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 44% over the same period.분석 기사 • Jan 22We Think Palram Industries (1990)'s (TLV:PLRM) Statutory Profit Might Understate Its Earnings PotentialBroadly speaking, profitable businesses are less risky than unprofitable ones. Having said that, sometimes statutory...분석 기사 • Jan 04Could The Market Be Wrong About Palram Industries (1990) Ltd (TLV:PLRM) Given Its Attractive Financial Prospects?With its stock down 3.9% over the past month, it is easy to disregard Palram Industries (1990) (TLV:PLRM). However, a...분석 기사 • Dec 17Is Palram Industries (1990) (TLV:PLRM) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Dec 02Third quarter 2020 earnings released: EPS ₪2.71The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ₪454.6m (up 32% from 3Q 2019). Net income: ₪69.7m (up ₪64.8m from 3Q 2019). Profit margin: 15% (up from 1.4% in 3Q 2019). The increase in margin was driven by higher revenue. 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 10% per year, which means it is significantly lagging earnings growth.분석 기사 • Nov 26Under The Bonnet, Palram Industries (1990)'s (TLV:PLRM) Returns Look ImpressiveIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep...공고 • Sep 13Palram Industries (1990) Ltd to Report Q2, 2020 Results on Aug 30, 2020Palram Industries (1990) Ltd announced that they will report Q2, 2020 results on Aug 30, 2020지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: PLRM 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: PLRM 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장Palram Industries (1990) 배당 수익률 vs 시장PLRM의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (PLRM)8.7%시장 하위 25% (IL)1.9%시장 상위 25% (IL)6.0%업계 평균 (Chemicals)1.6%분석가 예측 (PLRM) (최대 3년)n/a주목할만한 배당금: PLRM 의 배당금( 8.7% )은 IL 시장에서 배당금 지급자의 하위 25%( 1.94% )보다 높습니다.고배당: PLRM 의 배당금( 8.7% )은 IL 시장( 5.99% )주주 대상 이익 배당수익 보장: 합리적인 지급 비율 ( 55.5% )을 통해 PLRM 의 배당금 지급은 수익으로 충당됩니다.주주 현금 배당현금 흐름 범위: 합리적인 현금 지급 비율 ( 56.8% )로 PLRM 의 배당금 지급은 현금 흐름으로 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YIL 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/11 22:46종가2026/08/11 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 소스Palram Industries (1990) Ltd는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
Declared Dividend • Mar 30Dividend of ₪3.50 announcedShareholders will receive a dividend of ₪3.50. Ex-date: 14th April 2026 Payment date: 27th April 2026 Dividend yield will be 6.6%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 31% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 43% to shift the payout ratio to a potentially unsustainable range, which is more than the 5.0% EPS decline seen over the last 5 years.
공고 • Mar 28Palram Industries (1990) Ltd announces Annual dividend, payable on April 27, 2026Palram Industries (1990) Ltd. announced Annual dividend of ILS 3.4985 per share payable on April 27, 2026, ex-date on April 14, 2026 and record date on April 14, 2026.
Upcoming Dividend • Apr 08Upcoming dividend of ₪3.89 per shareEligible shareholders must have bought the stock before 15 April 2025. Payment date: 28 April 2025. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Israeli dividend payers (6.6%). Higher than average of industry peers (2.3%).
Upcoming Dividend • Sep 15Upcoming dividend of ₪1.17 per shareEligible shareholders must have bought the stock before 22 September 2024. Payment date: 29 September 2024. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Israeli dividend payers (6.8%). Lower than average of industry peers (5.2%).
Upcoming Dividend • Apr 04Upcoming dividend of ₪2.33 per shareEligible shareholders must have bought the stock before 11 April 2024. Payment date: 18 April 2024. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Israeli dividend payers (7.0%). Lower than average of industry peers (4.7%).
Upcoming Dividend • Apr 19Upcoming dividend of ₪2.72 per shareEligible shareholders must have bought the stock before 26 April 2022. Payment date: 17 May 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 5.6%. Within top quartile of Israeli dividend payers (5.3%). Higher than average of industry peers (2.6%).
공고 • Jul 27Palram Industries (1990) Ltd to Report Q2, 2026 Results on Aug 27, 2026Palram Industries (1990) Ltd announced that they will report Q2, 2026 results on Aug 27, 2026
Board Change • Jul 19Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Dafna Shalev-Flem was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jun 01First quarter 2026 earnings released: EPS: ₪1.47 (vs ₪2.02 in 1Q 2025)First quarter 2026 results: EPS: ₪1.47 (down from ₪2.02 in 1Q 2025). Revenue: ₪402.2m (down 8.3% from 1Q 2025). Net income: ₪37.7m (down 27% from 1Q 2025). Profit margin: 9.4% (down from 12% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
공고 • May 09Palram Industries (1990) Ltd(TASE:PLRM) dropped from TA-125 IndexPalram Industries (1990) Ltd has been dropped from the TA-125 Index.
New Risk • Mar 30New major risk - Revenue and earnings growthEarnings have declined by 0.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.3% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Declared Dividend • Mar 30Dividend of ₪3.50 announcedShareholders will receive a dividend of ₪3.50. Ex-date: 14th April 2026 Payment date: 27th April 2026 Dividend yield will be 6.6%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 31% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 43% to shift the payout ratio to a potentially unsustainable range, which is more than the 5.0% EPS decline seen over the last 5 years.
공고 • Mar 28Palram Industries (1990) Ltd announces Annual dividend, payable on April 27, 2026Palram Industries (1990) Ltd. announced Annual dividend of ILS 3.4985 per share payable on April 27, 2026, ex-date on April 14, 2026 and record date on April 14, 2026.
공고 • Mar 23Palram Industries (1990) Ltd to Report Q4, 2025 Results on Mar 26, 2026Palram Industries (1990) Ltd announced that they will report Q4, 2025 results on Mar 26, 2026
분석 기사 • Dec 10Investors Give Palram Industries (1990) Ltd (TLV:PLRM) Shares A 25% HidingPalram Industries (1990) Ltd ( TLV:PLRM ) shareholders that were waiting for something to happen have been dealt a blow...
Valuation Update With 7 Day Price Move • Dec 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₪58.03, the stock trades at a trailing P/E ratio of 7.7x. Average trailing P/E is 15x in the Chemicals industry in Israel. Total returns to shareholders of 182% over the past three years.
Reported Earnings • Nov 30Third quarter 2025 earnings released: EPS: ₪1.63 (vs ₪2.42 in 3Q 2024)Third quarter 2025 results: EPS: ₪1.63 (down from ₪2.42 in 3Q 2024). Revenue: ₪433.8m (down 12% from 3Q 2024). Net income: ₪41.9m (down 33% from 3Q 2024). Profit margin: 9.6% (down from 13% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Nov 03Palram Industries (1990) Ltd to Report Q3, 2025 Results on Nov 27, 2025Palram Industries (1990) Ltd announced that they will report Q3, 2025 results on Nov 27, 2025
Reported Earnings • Aug 31Second quarter 2025 earnings released: EPS: ₪2.07 (vs ₪2.56 in 2Q 2024)Second quarter 2025 results: EPS: ₪2.07 (down from ₪2.56 in 2Q 2024). Revenue: ₪473.5m (down 4.2% from 2Q 2024). Net income: ₪53.3m (down 19% from 2Q 2024). Profit margin: 11% (down from 13% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 18% per year.
공고 • Aug 29Palram Industries (1990) Ltd, Annual General Meeting, Oct 05, 2025Palram Industries (1990) Ltd, Annual General Meeting, Oct 05, 2025. Location: co. offices, Israel
공고 • Jul 28Palram Industries (1990) Ltd to Report Q2, 2025 Results on Aug 28, 2025Palram Industries (1990) Ltd announced that they will report Q2, 2025 results on Aug 28, 2025
New Risk • Jun 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 6.5% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.5% average weekly change).
Reported Earnings • May 31First quarter 2025 earnings released: EPS: ₪2.02 (vs ₪2.21 in 1Q 2024)First quarter 2025 results: EPS: ₪2.02 (down from ₪2.21 in 1Q 2024). Revenue: ₪438.7m (flat on 1Q 2024). Net income: ₪51.9m (down 8.6% from 1Q 2024). Profit margin: 12% (down from 13% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 22% per year.
공고 • May 06Palram Industries (1990) Ltd to Report Q1, 2025 Results on May 29, 2025Palram Industries (1990) Ltd announced that they will report Q1, 2025 results on May 29, 2025
Upcoming Dividend • Apr 08Upcoming dividend of ₪3.89 per shareEligible shareholders must have bought the stock before 15 April 2025. Payment date: 28 April 2025. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Israeli dividend payers (6.6%). Higher than average of industry peers (2.3%).
분석 기사 • Apr 08Why Investors Shouldn't Be Surprised By Palram Industries (1990) Ltd's (TLV:PLRM) 26% Share Price PlungePalram Industries (1990) Ltd ( TLV:PLRM ) shareholders won't be pleased to see that the share price has had a very...
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₪77.91, the stock trades at a trailing P/E ratio of 8.7x. Average trailing P/E is 10x in the Chemicals industry in Israel. Total returns to shareholders of 100% over the past three years.
Reported Earnings • Mar 29Full year 2024 earnings released: EPS: ₪9.01 (vs ₪6.39 in FY 2023)Full year 2024 results: EPS: ₪9.01 (up from ₪6.39 in FY 2023). Revenue: ₪1.87b (up 8.8% from FY 2023). Net income: ₪231.7m (up 41% from FY 2023). Profit margin: 12% (up from 9.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Mar 27Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to ₪92.75. The fair value is estimated to be ₪76.12, 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 grown by 6.7%.
공고 • Mar 11Palram Industries (1990) Ltd to Report Q4, 2024 Results on Mar 27, 2025Palram Industries (1990) Ltd announced that they will report Q4, 2024 results on Mar 27, 2025
Reported Earnings • Nov 28Third quarter 2024 earnings released: EPS: ₪2.42 (vs ₪1.86 in 3Q 2023)Third quarter 2024 results: EPS: ₪2.42 (up from ₪1.86 in 3Q 2023). Revenue: ₪490.3m (up 12% from 3Q 2023). Net income: ₪62.4m (up 30% from 3Q 2023). Profit margin: 13% (up from 11% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Nov 10Palram Industries (1990) Ltd to Report Q3, 2024 Results on Nov 28, 2024Palram Industries (1990) Ltd announced that they will report Q3, 2024 results on Nov 28, 2024
Upcoming Dividend • Sep 15Upcoming dividend of ₪1.17 per shareEligible shareholders must have bought the stock before 22 September 2024. Payment date: 29 September 2024. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Israeli dividend payers (6.8%). Lower than average of industry peers (5.2%).
Reported Earnings • Aug 31Second quarter 2024 earnings released: EPS: ₪2.56 (vs ₪1.61 in 2Q 2023)Second quarter 2024 results: EPS: ₪2.56 (up from ₪1.61 in 2Q 2023). Revenue: ₪494.4m (up 11% from 2Q 2023). Net income: ₪65.8m (up 59% from 2Q 2023). Profit margin: 13% (up from 9.3% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
공고 • Jul 29Palram Industries (1990) Ltd to Report Q2, 2024 Results on Sep 01, 2024Palram Industries (1990) Ltd announced that they will report Q2, 2024 results on Sep 01, 2024
분석 기사 • Jul 12Returns At Palram Industries (1990) (TLV:PLRM) Are On The Way UpThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
New Risk • Jun 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 5.7% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.7% average weekly change).
공고 • Jun 01Palram Industries (1990) Ltd, Annual General Meeting, Jul 04, 2024Palram Industries (1990) Ltd, Annual General Meeting, Jul 04, 2024. Location: co. offices, Israel
공고 • May 14Palram Industries (1990) Ltd to Report Q1, 2024 Results on Jun 02, 2024Palram Industries (1990) Ltd announced that they will report Q1, 2024 results on Jun 02, 2024
분석 기사 • Apr 06Palram Industries (1990) Ltd (TLV:PLRM) Stock Catapults 26% Though Its Price And Business Still Lag The MarketDespite an already strong run, Palram Industries (1990) Ltd ( TLV:PLRM ) shares have been powering on, with a gain of...
분석 기사 • Apr 05Why Palram Industries (1990)'s (TLV:PLRM) Earnings Are Better Than They SeemPalram Industries (1990) Ltd ( TLV:PLRM ) announced a healthy earnings result recently, and the market rewarded it with...
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₪51.46, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 10x in the Chemicals industry in Israel. Total returns to shareholders of 96% over the past three years.
Upcoming Dividend • Apr 04Upcoming dividend of ₪2.33 per shareEligible shareholders must have bought the stock before 11 April 2024. Payment date: 18 April 2024. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Israeli dividend payers (7.0%). Lower than average of industry peers (4.7%).
Reported Earnings • Mar 31Full year 2023 earnings released: EPS: ₪6.39 (vs ₪6.00 in FY 2022)Full year 2023 results: EPS: ₪6.39 (up from ₪6.00 in FY 2022). Revenue: ₪1.72b (down 5.2% from FY 2022). Net income: ₪164.3m (up 6.4% from FY 2022). Profit margin: 9.6% (up from 8.5% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
공고 • Mar 13Palram Industries (1990) Ltd to Report Fiscal Year 2023 Results on Mar 28, 2024Palram Industries (1990) Ltd announced that they will report fiscal year 2023 results on Mar 28, 2024
New Risk • Feb 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 5.9% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.9% average weekly change). Large one-off items impacting financial results.
분석 기사 • Jan 02Improved Earnings Required Before Palram Industries (1990) Ltd (TLV:PLRM) Stock's 29% Jump Looks JustifiedPalram Industries (1990) Ltd ( TLV:PLRM ) shares have had a really impressive month, gaining 29% after a shaky period...
Valuation Update With 7 Day Price Move • Dec 07Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₪37.98, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 7x in the Chemicals industry in Israel. Total returns to shareholders of 57% over the past three years.
Reported Earnings • Dec 02Third quarter 2023 earnings released: EPS: ₪1.86 (vs ₪0.43 in 3Q 2022)Third quarter 2023 results: EPS: ₪1.86 (up from ₪0.43 in 3Q 2022). Revenue: ₪439.1m (up 5.6% from 3Q 2022). Net income: ₪47.9m (up 332% from 3Q 2022). Profit margin: 11% (up from 2.7% in 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 remained flat, which means it is well ahead of earnings.
공고 • Nov 14Palram Industries (1990) Ltd to Report Q3, 2023 Results on Dec 03, 2023Palram Industries (1990) Ltd announced that they will report Q3, 2023 results on Dec 03, 2023
Buying Opportunity • Oct 11Now 20% undervaluedOver the last 90 days, the stock is up 7.2%. The fair value is estimated to be ₪37.93, 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 13%.
분석 기사 • Sep 04Is Palram Industries (1990) (TLV:PLRM) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Sep 02Second quarter 2023 earnings released: EPS: ₪1.61 (vs ₪1.33 in 2Q 2022)Second quarter 2023 results: EPS: ₪1.61 (up from ₪1.33 in 2Q 2022). Revenue: ₪446.8m (down 14% from 2Q 2022). Net income: ₪41.3m (up 21% from 2Q 2022). Profit margin: 9.3% (up from 6.6% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Reported Earnings • Jun 01First quarter 2023 earnings released: EPS: ₪0.82 (vs ₪2.00 in 1Q 2022)First quarter 2023 results: EPS: ₪0.82 (down from ₪2.00 in 1Q 2022). Revenue: ₪408.4m (down 18% from 1Q 2022). Net income: ₪21.0m (down 59% from 1Q 2022). Profit margin: 5.2% (down from 10% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 4% per year.
분석 기사 • Jun 01Estimating The Fair Value Of Palram Industries (1990) Ltd (TLV:PLRM)Key Insights The projected fair value for Palram Industries (1990) is ₪20.47 based on Dividend Discount Model Palram...
Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₪26.02, the stock trades at a trailing P/E ratio of 4.3x. Average trailing P/E is 4x in the Chemicals industry in Israel. Total returns to shareholders of 112% over the past three years.
분석 기사 • Apr 03Palram Industries (1990) (TLV:PLRM) Might Have The Makings Of A Multi-BaggerWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
Reported Earnings • Apr 02Full year 2022 earnings released: EPS: ₪6.00 (vs ₪7.32 in FY 2021)Full year 2022 results: EPS: ₪6.00 (down from ₪7.32 in FY 2021). Revenue: ₪1.81b (flat on FY 2021). Net income: ₪154.4m (down 18% from FY 2021). Profit margin: 8.5% (down from 10% in FY 2021). Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 17% per year.
Valuation Update With 7 Day Price Move • Dec 06Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to ₪23.88, the stock trades at a trailing P/E ratio of 4.5x. Average trailing P/E is 7x in the Chemicals industry in Israel. Total returns to shareholders of 59% over the past three years.
Reported Earnings • Dec 01Third quarter 2022 earnings released: EPS: ₪0.43 (vs ₪1.76 in 3Q 2021)Third quarter 2022 results: EPS: ₪0.43 (down from ₪1.76 in 3Q 2021). Revenue: ₪415.8m (down 3.9% from 3Q 2021). Net income: ₪11.1m (down 75% from 3Q 2021). Profit margin: 2.7% (down from 10% in 3Q 2021). The decrease in margin was primarily driven by higher expenses. 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 16% per year, which means it is significantly lagging earnings growth.
분석 기사 • Dec 01Here's Why Palram Industries (1990) (TLV:PLRM) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Board Change • Nov 16Less 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. 8 non-independent directors. Independent Director Oded Gil T. was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
분석 기사 • Nov 04The Trend Of High Returns At Palram Industries (1990) (TLV:PLRM) Has Us Very InterestedWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Buying Opportunity • Nov 02Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be ₪43.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company has become profitable.
Buying Opportunity • Sep 06Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.9%. The fair value is estimated to be ₪51.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company has become profitable.
Reported Earnings • Sep 01Second quarter 2022 earnings released: EPS: ₪1.33 (vs ₪1.19 in 2Q 2021)Second quarter 2022 results: EPS: ₪1.33 (up from ₪1.19 in 2Q 2021). Revenue: ₪517.7m (up 9.7% from 2Q 2021). Net income: ₪34.1m (up 11% from 2Q 2021). Profit margin: 6.6% (up from 6.5% 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 56% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jun 01First quarter 2022 earnings released: EPS: ₪2.00 (vs ₪2.83 in 1Q 2021)First quarter 2022 results: EPS: ₪2.00 (down from ₪2.83 in 1Q 2021). Revenue: ₪498.6m (up 6.0% from 1Q 2021). Net income: ₪51.5m (down 29% from 1Q 2021). Profit margin: 10% (down from 16% 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 71% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • May 25Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be ₪52.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 83%.
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. 8 non-independent directors. Independent Director Oded Gil T. was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Apr 19Upcoming dividend of ₪2.72 per shareEligible shareholders must have bought the stock before 26 April 2022. Payment date: 17 May 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 5.6%. Within top quartile of Israeli dividend payers (5.3%). Higher than average of industry peers (2.6%).
Reported Earnings • Apr 01Full year 2021 earnings released: EPS: ₪7.32 (vs ₪8.84 in FY 2020)Full year 2021 results: EPS: ₪7.32 (down from ₪8.84 in FY 2020). Revenue: ₪1.82b (up 4.6% from FY 2020). Net income: ₪188.4m (down 17% from FY 2020). Profit margin: 10% (down from 13% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
분석 기사 • Dec 02Is Palram Industries (1990) (TLV:PLRM) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Dec 01Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: ₪1.76 (down from ₪2.71 in 3Q 2020). Revenue: ₪432.9m (down 4.8% from 3Q 2020). Net income: ₪45.2m (down 35% from 3Q 2020). Profit margin: 10% (down from 15% in 3Q 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Sep 03Second quarter 2021 earnings released: EPS ₪1.19 (vs ₪2.85 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₪472.1m (down 2.8% from 2Q 2020). Net income: ₪30.7m (down 58% from 2Q 2020). Profit margin: 6.5% (down from 15% in 2Q 2020). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 31Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₪47.54, the stock trades at a trailing P/E ratio of 4.5x. Average trailing P/E is 13x in the Chemicals industry in Israel. Total returns to shareholders of 146% over the past three years.
분석 기사 • Aug 31Palram Industries (1990) (TLV:PLRM) Has A Rock Solid Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • Jun 09Palram Industries (1990) (TLV:PLRM) Could Become A Multi-BaggerIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Upcoming Dividend • Mar 29Upcoming dividend of ₪2.33 per shareEligible shareholders must have bought the stock before 05 April 2021. Payment date: 12 April 2021. Trailing yield: 7.5%. Within top quartile of Israeli dividend payers (5.2%). Higher than average of industry peers (2.1%).
Reported Earnings • Mar 27Full year 2020 earnings released: EPS ₪8.84 (vs ₪0.33 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ₪1.74b (up 21% from FY 2019). Net income: ₪227.3m (up ₪218.9m from FY 2019). Profit margin: 13% (up from 0.6% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
분석 기사 • Mar 24Is Palram Industries (1990) (TLV:PLRM) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 • Mar 03We Like Palram Industries (1990)'s (TLV:PLRM) Returns And Here's How They're TrendingIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
분석 기사 • Feb 09If You Had Bought Palram Industries (1990) (TLV:PLRM) Stock A Year Ago, You Could Pocket A 98% Gain TodayPassive investing in index funds can generate returns that roughly match the overall market. But if you pick the right...
Is New 90 Day High Low • Jan 26New 90-day high: ₪31.40The company is up 10.0% from its price of ₪28.60 on 28 October 2020. The Israeli market is up 23% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 44% over the same period.
분석 기사 • Jan 22We Think Palram Industries (1990)'s (TLV:PLRM) Statutory Profit Might Understate Its Earnings PotentialBroadly speaking, profitable businesses are less risky than unprofitable ones. Having said that, sometimes statutory...
분석 기사 • Jan 04Could The Market Be Wrong About Palram Industries (1990) Ltd (TLV:PLRM) Given Its Attractive Financial Prospects?With its stock down 3.9% over the past month, it is easy to disregard Palram Industries (1990) (TLV:PLRM). However, a...
분석 기사 • Dec 17Is Palram Industries (1990) (TLV:PLRM) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Dec 02Third quarter 2020 earnings released: EPS ₪2.71The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ₪454.6m (up 32% from 3Q 2019). Net income: ₪69.7m (up ₪64.8m from 3Q 2019). Profit margin: 15% (up from 1.4% in 3Q 2019). The increase in margin was driven by higher revenue. 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 10% per year, which means it is significantly lagging earnings growth.
분석 기사 • Nov 26Under The Bonnet, Palram Industries (1990)'s (TLV:PLRM) Returns Look ImpressiveIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep...
공고 • Sep 13Palram Industries (1990) Ltd to Report Q2, 2020 Results on Aug 30, 2020Palram Industries (1990) Ltd announced that they will report Q2, 2020 results on Aug 30, 2020