공시 • May 09
Palram Industries (1990) Ltd(TASE:PLRM) dropped from TA-125 Index Palram Industries (1990) Ltd has been dropped from the TA-125 Index. New Risk • Mar 30
New major risk - Revenue and earnings growth Earnings 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 30
Dividend of ₪3.50 announced Shareholders 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. 공시 • Mar 28
Palram Industries (1990) Ltd announces Annual dividend, payable on April 27, 2026 Palram 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. 공시 • Mar 23
Palram Industries (1990) Ltd to Report Q4, 2025 Results on Mar 26, 2026 Palram Industries (1990) Ltd announced that they will report Q4, 2025 results on Mar 26, 2026 Valuation Update With 7 Day Price Move • Dec 04
Investor 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 30
Third 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. 공시 • Nov 03
Palram Industries (1990) Ltd to Report Q3, 2025 Results on Nov 27, 2025 Palram Industries (1990) Ltd announced that they will report Q3, 2025 results on Nov 27, 2025 Reported Earnings • Aug 31
Second 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. 공시 • Aug 29
Palram Industries (1990) Ltd, Annual General Meeting, Oct 05, 2025 Palram Industries (1990) Ltd, Annual General Meeting, Oct 05, 2025. Location: co. offices, Israel 공시 • Jul 28
Palram Industries (1990) Ltd to Report Q2, 2025 Results on Aug 28, 2025 Palram Industries (1990) Ltd announced that they will report Q2, 2025 results on Aug 28, 2025 New Risk • Jun 25
New minor risk - Share price stability The 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 31
First 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. 공시 • May 06
Palram Industries (1990) Ltd to Report Q1, 2025 Results on May 29, 2025 Palram Industries (1990) Ltd announced that they will report Q1, 2025 results on May 29, 2025 Upcoming Dividend • Apr 08
Upcoming dividend of ₪3.89 per share Eligible 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%). Valuation Update With 7 Day Price Move • Apr 03
Investor 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 29
Full 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 27
Now 22% overvalued after recent price rise Over 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%. 공시 • Mar 11
Palram Industries (1990) Ltd to Report Q4, 2024 Results on Mar 27, 2025 Palram Industries (1990) Ltd announced that they will report Q4, 2024 results on Mar 27, 2025 Reported Earnings • Nov 28
Third 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. 공시 • Nov 10
Palram Industries (1990) Ltd to Report Q3, 2024 Results on Nov 28, 2024 Palram Industries (1990) Ltd announced that they will report Q3, 2024 results on Nov 28, 2024 Upcoming Dividend • Sep 15
Upcoming dividend of ₪1.17 per share Eligible 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 31
Second 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. 공시 • Jul 29
Palram Industries (1990) Ltd to Report Q2, 2024 Results on Sep 01, 2024 Palram Industries (1990) Ltd announced that they will report Q2, 2024 results on Sep 01, 2024 New Risk • Jun 02
New minor risk - Share price stability The 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). 공시 • Jun 01
Palram Industries (1990) Ltd, Annual General Meeting, Jul 04, 2024 Palram Industries (1990) Ltd, Annual General Meeting, Jul 04, 2024. Location: co. offices, Israel 공시 • May 14
Palram Industries (1990) Ltd to Report Q1, 2024 Results on Jun 02, 2024 Palram Industries (1990) Ltd announced that they will report Q1, 2024 results on Jun 02, 2024 Valuation Update With 7 Day Price Move • Apr 04
Investor 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 04
Upcoming dividend of ₪2.33 per share Eligible 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 31
Full 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. 공시 • Mar 13
Palram Industries (1990) Ltd to Report Fiscal Year 2023 Results on Mar 28, 2024 Palram Industries (1990) Ltd announced that they will report fiscal year 2023 results on Mar 28, 2024 New Risk • Feb 28
New minor risk - Share price stability The 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. Valuation Update With 7 Day Price Move • Dec 07
Investor 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 02
Third 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. 공시 • Nov 14
Palram Industries (1990) Ltd to Report Q3, 2023 Results on Dec 03, 2023 Palram Industries (1990) Ltd announced that they will report Q3, 2023 results on Dec 03, 2023 Buying Opportunity • Oct 11
Now 20% undervalued Over 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%. Reported Earnings • Sep 02
Second 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 01
First 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. Valuation Update With 7 Day Price Move • Apr 06
Investor 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. Reported Earnings • Apr 02
Full 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 06
Investor sentiment deteriorated over the past week After 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 01
Third 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. Board Change • Nov 16
Less than half of directors are independent Following 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. Buying Opportunity • Nov 02
Now 23% undervalued after recent price drop Over 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 06
Now 20% undervalued after recent price drop Over 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 01
Second 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 01
First 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 25
Now 22% undervalued after recent price drop Over 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 27
Less than half of directors are independent Following 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 19
Upcoming dividend of ₪2.72 per share Eligible 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 01
Full 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. Reported Earnings • Dec 01
Third quarter 2021 earnings: Revenues and EPS in line with analyst expectations Third 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 03
Second 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 31
Investor sentiment improved over the past week After 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. Upcoming Dividend • Mar 29
Upcoming dividend of ₪2.33 per share Eligible 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 27
Full 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. Is New 90 Day High Low • Jan 26
New 90-day high: ₪31.40 The 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. Reported Earnings • Dec 02
Third quarter 2020 earnings released: EPS ₪2.71 The 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. 공시 • Sep 13
Palram Industries (1990) Ltd to Report Q2, 2020 Results on Aug 30, 2020 Palram Industries (1990) Ltd announced that they will report Q2, 2020 results on Aug 30, 2020