View Financial HealthBalmer Lawrie Investments 배당 및 자사주 매입배당 기준 점검 5/6Balmer Lawrie Investments 수익으로 충분히 충당되는 현재 수익률 5.83% 보유한 배당금 지급 회사입니다.핵심 정보5.8%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률n/a배당 성장률n/a다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향56%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Sep 09Upcoming dividend of ₹4.30 per shareEligible shareholders must have bought the stock before 16 September 2025. Payment date: 23 October 2025. Payout ratio is a comfortable 56% and the cash payout ratio is 99%. Trailing yield: 4.6%. Within top quartile of Indian dividend payers (1.3%). Higher than average of industry peers (0.8%).Declared Dividend • Aug 15Dividend increased to ₹4.30Dividend of ₹4.30 is 13% higher than last year. Ex-date: 16th September 2025 Payment date: 23rd October 2025 Dividend yield will be 5.1%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is covered by earnings (50% earnings payout ratio) but not adequately covered by cash flows (99% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Sep 13Upcoming dividend of ₹38.00 per shareEligible shareholders must have bought the stock before 20 September 2024. Payment date: 26 October 2024. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Indian dividend payers (1.0%). Higher than average of industry peers (0.5%).Declared Dividend • Aug 10Dividend of ₹38.00 announcedShareholders will receive a dividend of ₹38.00. Ex-date: 20th September 2024 Payment date: 26th October 2024 Dividend yield will be 40%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 21% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • May 30Balmer Lawrie Investments Limited Recommends Dividend for the Financial Year Ended March 31, 2024Balmer Lawrie Investments Limited at its board meeting held on May 28, 2024 recommended dividend of INR 38.00 per equity share of the company for the financial year ended March 31, 2024. The said dividend, if declared by the Shareholders at the ensuing Annual General Meeting of the Company shall be paid within 30 days from the date of such declaration.Upcoming Dividend • Sep 13Upcoming dividend of ₹33.00 per share at 6.9% yieldEligible shareholders must have bought the stock before 20 September 2023. Payment date: 27 October 2023. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 6.9%. Within top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (0.5%).모든 업데이트 보기Recent updates공시 • May 12Balmer Lawrie Investments Limited to Report Q4, 2026 Results on May 21, 2026Balmer Lawrie Investments Limited announced that they will report Q4, 2026 results at 12:15 PM, Indian Standard Time on May 21, 2026Buy Or Sell Opportunity • Apr 01Now 24% overvaluedOver the last 90 days, the stock has fallen 7.1% to ₹67.82. The fair value is estimated to be ₹54.79, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 16%.Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: ₹1.93 (vs ₹1.88 in 3Q 2025)Third quarter 2026 results: EPS: ₹1.93 (up from ₹1.88 in 3Q 2025). Revenue: ₹6.66b (up 3.8% from 3Q 2025). Net income: ₹427.3m (up 2.4% from 3Q 2025). Profit margin: 6.4% (down from 6.5% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.공시 • Jan 27Balmer Lawrie Investments Limited to Report Q3, 2026 Results on Feb 13, 2026Balmer Lawrie Investments Limited announced that they will report Q3, 2026 results on Feb 13, 2026공시 • Oct 29Balmer Lawrie Investments Limited to Report Q2, 2026 Results on Nov 11, 2025Balmer Lawrie Investments Limited announced that they will report Q2, 2026 results on Nov 11, 2025Upcoming Dividend • Sep 09Upcoming dividend of ₹4.30 per shareEligible shareholders must have bought the stock before 16 September 2025. Payment date: 23 October 2025. Payout ratio is a comfortable 56% and the cash payout ratio is 99%. Trailing yield: 4.6%. Within top quartile of Indian dividend payers (1.3%). Higher than average of industry peers (0.8%).Buy Or Sell Opportunity • Aug 21Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to ₹91.41. The fair value is estimated to be ₹75.89, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 22%.Declared Dividend • Aug 15Dividend increased to ₹4.30Dividend of ₹4.30 is 13% higher than last year. Ex-date: 16th September 2025 Payment date: 23rd October 2025 Dividend yield will be 5.1%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is covered by earnings (50% earnings payout ratio) but not adequately covered by cash flows (99% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • Aug 14Balmer Lawrie Investments Limited, Annual General Meeting, Sep 23, 2025Balmer Lawrie Investments Limited, Annual General Meeting, Sep 23, 2025, at 16:00 Indian Standard Time. Location: ghanshyam das birla sabhagar, 29, ashutosh choudhry avenue, kolkata - 700019, IndiaReported Earnings • Aug 14First quarter 2026 earnings released: EPS: ₹2.01 (vs ₹1.86 in 1Q 2025)First quarter 2026 results: EPS: ₹2.01 (up from ₹1.86 in 1Q 2025). Revenue: ₹6.93b (up 6.1% from 1Q 2025). Net income: ₹446.6m (up 8.4% from 1Q 2025). Profit margin: 6.4% (up from 6.3% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Aug 08New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Over 9x increase in shares outstanding. This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (over 9x increase in shares outstanding). Minor Risk Dividend is not well covered by cash flows (99% cash payout ratio).공시 • Jul 24Balmer Lawrie Investments Limited to Report Q1, 2026 Results on Aug 13, 2025Balmer Lawrie Investments Limited announced that they will report Q1, 2026 results on Aug 13, 2025Reported Earnings • May 27Full year 2025 earnings released: EPS: ₹0.77 (vs ₹7.57 in FY 2024)Full year 2025 results: EPS: ₹0.77. Revenue: ₹25.8b (up 7.8% from FY 2024). Net income: ₹1.72b (up 2.2% from FY 2024). Profit margin: 6.7% (down from 7.0% in FY 2024). The decrease in margin was driven by higher expenses.공시 • May 01Balmer Lawrie Investments Limited to Report Q4, 2025 Results on May 21, 2025Balmer Lawrie Investments Limited announced that they will report Q4, 2025 results on May 21, 2025Reported Earnings • Feb 14Third quarter 2025 earnings released: EPS: ₹18.79 (vs ₹1.94 in 3Q 2024)Third quarter 2025 results: EPS: ₹18.79. Revenue: ₹6.42b (up 7.4% from 3Q 2024). Net income: ₹417.1m (down 3.0% from 3Q 2024). Profit margin: 6.5% (down from 7.2% in 3Q 2024). The decrease in margin was driven by higher expenses.공시 • Jan 29Balmer Lawrie Investments Limited to Report Q3, 2025 Results on Feb 13, 2025Balmer Lawrie Investments Limited announced that they will report Q3, 2025 results on Feb 13, 2025공시 • Oct 31Balmer Lawrie Investments Limited to Report Q2, 2025 Results on Nov 12, 2024Balmer Lawrie Investments Limited announced that they will report Q2, 2025 results on Nov 12, 2024Upcoming Dividend • Sep 13Upcoming dividend of ₹38.00 per shareEligible shareholders must have bought the stock before 20 September 2024. Payment date: 26 October 2024. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Indian dividend payers (1.0%). Higher than average of industry peers (0.5%).Declared Dividend • Aug 10Dividend of ₹38.00 announcedShareholders will receive a dividend of ₹38.00. Ex-date: 20th September 2024 Payment date: 26th October 2024 Dividend yield will be 40%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 21% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • Aug 09Balmer Lawrie Investments Limited, Annual General Meeting, Sep 26, 2024Balmer Lawrie Investments Limited, Annual General Meeting, Sep 26, 2024, at 16:00 Indian Standard Time.Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: ₹1.86 (vs ₹1.66 in 1Q 2024)First quarter 2025 results: EPS: ₹1.86 (up from ₹1.66 in 1Q 2024). Revenue: ₹6.53b (up 8.0% from 1Q 2024). Net income: ₹412.0m (up 12% from 1Q 2024). Profit margin: 6.3% (up from 6.1% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Aug 08New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₹2.20b (US$26.2m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.공시 • Jul 26Balmer Lawrie Investments Limited to Report Q1, 2025 Results on Aug 08, 2024Balmer Lawrie Investments Limited announced that they will report Q1, 2025 results on Aug 08, 2024Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹851, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 27x in the Industrials industry in India. Total returns to shareholders of 122% over the past three years.공시 • May 30Balmer Lawrie Investments Limited Recommends Dividend for the Financial Year Ended March 31, 2024Balmer Lawrie Investments Limited at its board meeting held on May 28, 2024 recommended dividend of INR 38.00 per equity share of the company for the financial year ended March 31, 2024. The said dividend, if declared by the Shareholders at the ensuing Annual General Meeting of the Company shall be paid within 30 days from the date of such declaration.Reported Earnings • May 29Full year 2024 earnings released: EPS: ₹75.68 (vs ₹49.98 in FY 2023)Full year 2024 results: EPS: ₹75.68 (up from ₹49.98 in FY 2023). Revenue: ₹24.0b (up 2.1% from FY 2023). Net income: ₹1.68b (up 51% from FY 2023). Profit margin: 7.0% (up from 4.7% in FY 2023). 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 23% per year.Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹864, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 31x in the Industrials industry in India. Total returns to shareholders of 123% over the past three years.공시 • May 11Balmer Lawrie Investments Limited to Report Q4, 2024 Results on May 28, 2024Balmer Lawrie Investments Limited announced that they will report Q4, 2024 results on May 28, 2024Reported Earnings • Feb 14Third quarter 2024 earnings released: EPS: ₹19.38 (vs ₹11.00 in 3Q 2023)Third quarter 2024 results: EPS: ₹19.38 (up from ₹11.00 in 3Q 2023). Revenue: ₹5.98b (up 15% from 3Q 2023). Net income: ₹430.1m (up 76% from 3Q 2023). Profit margin: 7.2% (up from 4.7% 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 18% per year whereas the company’s share price has increased by 16% per year.Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₹665, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 26x in the Industrials industry in India. Total returns to shareholders of 109% over the past three years.공시 • Jan 12Balmer Lawrie Investments Limited to Report Q3, 2024 Results on Feb 12, 2024Balmer Lawrie Investments Limited announced that they will report Q3, 2024 results on Feb 12, 2024공시 • Dec 12Balmer Lawrie Investments Limited Announces the Cessation of Shri Shyam Singh Mahar as Non-Executive DirectorBalmer Lawrie Investments Limited announced the cessation of directorship of Shri Shyam Singh Mahar (DIN: 08511166) as a Non-Executive Director in the designation of Government Nominee Director of the Company with effect from 7th December, 2023.공시 • Nov 10Balmer Lawrie Investments Limited Changes in DirectorateBalmer Lawrie Investments Limited announced cessation of directorship of Shri Mrityunjay Jha, as a Non-Executive Director in the designation of Government Nominee Director of the Company with effect from 18th October, 2023 owing to withdrawal of nomination by the Ministry of Petroleum and Natural Gas.공시 • Oct 28Balmer Lawrie Investments Limited to Report Q2, 2024 Results on Nov 09, 2023Balmer Lawrie Investments Limited announced that they will report Q2, 2024 results on Nov 09, 2023공시 • Oct 01Balmer Lawrie Investments Limited Appoints Saurav Dutta as a Director in the Category of Non- Executive DirectorBalmer Lawrie Investments Limited announced that at the AGM held on 27 September, 2023 have approved the appointment of Shri Saurav Dutta as a Director of the Company in the category of Non- Executive Director (Ex-officio) of the Company with effect from 14 February, 2023 for a period of five years from the date of his assumption of charge of the post of Director (Finance), Balmer Lawrie & Co. Ltd. or till the date of his superannuation, or until further orders from the Administrative Ministry, whichever is earliest and whose office shall be subject to retirement of Directors by rotation. Shri Saurav Dutta, a qualified Chartered Accountant and Company Secretary, joined Balmer Lawrie & Co. Ltd. (which is the Subsidiary Company of Balmer Lawrie Investments Limited) on 16th June, 1997. Presently, Shri Saurav Dutta is Director (Finance) & CFO of Balmer Lawrie & Co. Ltd. Prior to taking over as Director (Finance) of Balmer Lawrie & Co. Ltd., he was holding the position of Vice President (Finance). A seasoned professional with nearly 30 years of experience, he has worked in core business areas in both manufacturing and services, Corporate Finance and taxation function and headed the Finance function ofa Joint Venture during his tenure at Balmer Lawrie & Co. Ltd. Shri Saurav Dutta also holds the position of a Non-Executive Director in Visakhapatnam Port Logistics Park Limited which is a Subsidiary of Balmer Lawrie & Co. Ltd. He also holds position of Commissioner in PT Balmer Lawrie Indonesia, which is a Joint Venture of Balmer Lawrie & Co. Ltd.Valuation Update With 7 Day Price Move • Sep 21Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹406, the stock trades at a trailing P/E ratio of 8x. Average trailing P/E is 25x in the Industrials industry in India. Total returns to shareholders of 50% over the past three years.Upcoming Dividend • Sep 13Upcoming dividend of ₹33.00 per share at 6.9% yieldEligible shareholders must have bought the stock before 20 September 2023. Payment date: 27 October 2023. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 6.9%. Within top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (0.5%).공시 • Aug 09Balmer Lawrie Investments Limited, Annual General Meeting, Sep 27, 2023Balmer Lawrie Investments Limited, Annual General Meeting, Sep 27, 2023, at 16:00 Indian Standard Time.Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: ₹16.61 (vs ₹16.00 in 1Q 2023)First quarter 2024 results: EPS: ₹16.61 (up from ₹16.00 in 1Q 2023). Revenue: ₹6.05b (down 8.1% from 1Q 2023). Net income: ₹368.8m (up 3.8% from 1Q 2023). Profit margin: 6.1% (up from 5.4% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.공시 • Aug 01Balmer Lawrie Investments Limited to Report Q1, 2024 Results on Aug 08, 2023Balmer Lawrie Investments Limited announced that they will report Q1, 2024 results on Aug 08, 2023Reported Earnings • Jun 01Full year 2023 earnings released: EPS: ₹49.98 (vs ₹39.88 in FY 2022)Full year 2023 results: EPS: ₹49.98 (up from ₹39.88 in FY 2022). Revenue: ₹23.7b (up 14% from FY 2022). Net income: ₹1.11b (up 25% from FY 2022). Profit margin: 4.7% (up from 4.2% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 7% per year.공시 • May 11Balmer Lawrie Investments Limited to Report Q4, 2023 Results on May 30, 2023Balmer Lawrie Investments Limited announced that they will report Q4, 2023 results on May 30, 2023Reported Earnings • Feb 16Third quarter 2023 earnings released: EPS: ₹11.00 (vs ₹7.96 in 3Q 2022)Third quarter 2023 results: EPS: ₹11.00 (up from ₹7.96 in 3Q 2022). Revenue: ₹5.19b (up 1.5% from 3Q 2022). Net income: ₹244.2m (up 38% from 3Q 2022). Profit margin: 4.7% (up from 3.5% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.공시 • Feb 15Balmer Lawrie Investments Limited Announces Cessation of Directorship of Adhip Nath Palchaudhuri as an Additional, Non-Executive DirectorBalmer Lawrie Investments Limited announced that in line with the recommendation of Nomination and Remuneration Committee, the Board of Directors of the Company at its Meeting held on 14 February, 2023 have inter-alia, approved the cessation of directorship of Shri Adhip Nath Palchaudhuri as an Additional, Non-Executive Director (Ex-officio) of the Company with effect from 14 February, 2023 pursuant to letter bearing reference no. CA-31 024/2/2022-PNG (44948) dated 30 December 2022 read with letter bearing reference no. CA-31 02411 /2021-PNG (36607) dated 31 January, 2023 received from the Ministry of Petroleum and Natural Gas, Government of India, Administrative Ministry. The cessation of directorship of Shri Adhip Nath Palchaudhuri as an Additional, Non-Executive Director (Ex-officio) of the Company took place owing to the below mentioned appointment on the Board of the Company.공시 • Feb 05Balmer Lawrie Investments Limited to Report Q3, 2023 Results on Feb 14, 2023Balmer Lawrie Investments Limited announced that they will report Q3, 2023 results on Feb 14, 2023공시 • Jan 04Balmer Lawrie Investments Limited Appoints Adhip Nath Palchaudhuri as an Additional DirectorBalmer Lawrie Investments Limited informed that pursuant to the Nomination Letters bearing reference Nos.- P-21014/1/2006-Mkt dated 16th April, 2010 and CA-31024/2/2022-PNG (44948) dated 30th December, 2022 as received from the Ministry of Petroleum and Natural Gas and in line with the recommendation of the Nomination and Remuneration Committee, the Board of Directors of the Company vide its Resolution by Circulation passed on 3rd January, 2023 have approved the appointment of Shri Adhip Nath Palchaudhuri, (DIN: 08695322) as an Additional Director in the category of Non-Executive Director (Ex-officio) of the Company for a period of three months w.e.f., 1st January, 2023 or till the appointment of regular incumbent to the post, or until further orders, whichever is the earliest subject to approval by the Shareholders as per Regulation 17 (1 C) of Listing Regulations read with Section 161 of the Companies Act, 2013. The brief profile of the Shri Adhip Nath Palchaudhuri, (DIN: 08695322) and other details are as hereunder: Shri Adhip Nath Palchaudhuri holds a B.E (E&C) degree from University of Roorkee (now IIT Roorkee) and a PGDM from IIM Lucknow. Shri Adhip Nath Palchaudhuri holds the designation of Director (Services Businesses) of Balmer Lawrie and Company Limited and has professional work experience of 28 years. Shri Adhip Nath Palchaudhuri had worked with a wide variety of organizations in the IT Services/Consulting field in India and abroad. As per the requirement of the Circular no. LIST/COMP/14/2018-19 dated 20th June, 2018 issued by BSE Limited on the subject of enforcement of SEBI Orders regarding appointment of Directors by listed companies.공시 • Jan 03Balmer Lawrie Investments Limited Announces Resignation of Shri Sandip Das as Non-Executive DirectorBalmer Lawrie Investments Limited announced that Shri Sandip Das (DIN: 08217697) has ceased to be a Non-Executive Director (Ex-officio) with effect from 1st January, 2023 owing to completion of his tenure of office as Director (Finance) of Balmer Lawrie and Company Limited with effect from 1st January, 2023 pursuant to his superannuation from the services of the Company in line with the letter bearing reference No. CA- 31024/2/2018-PNG (25059) dated 20th January, 2020 received from the Ministry of Petroleum and Natural Gas, Government of India, being the Administrative Ministry.Reported Earnings • Nov 19Second quarter 2023 earnings released: EPS: ₹10.24 (vs ₹7.94 in 2Q 2022)Second quarter 2023 results: EPS: ₹10.24 (up from ₹7.94 in 2Q 2022). Revenue: ₹5.61b (up 13% from 2Q 2022). Net income: ₹227.3m (up 29% from 2Q 2022). Profit margin: 4.1% (up from 3.5% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Board Change • Nov 16No independent directorsThere are 3 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 new directors. No experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). Chairman of the Board & Ex-Officio Member Sandip Das is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.공시 • Oct 22Balmer Lawrie Investments Limited to Report Q2, 2023 Results on Nov 14, 2022Balmer Lawrie Investments Limited announced that they will report Q2, 2023 results on Nov 14, 2022Upcoming Dividend • Sep 12Upcoming dividend of ₹30.00 per shareEligible shareholders must have bought the stock before 19 September 2022. Payment date: 27 October 2022. Trailing yield: 7.0%. Within top quartile of Indian dividend payers (1.6%). Higher than average of industry peers (0.5%).Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: ₹16.00 (vs ₹10.48 in 1Q 2022)First quarter 2023 results: EPS: ₹16.00 (up from ₹10.48 in 1Q 2022). Revenue: ₹6.58b (up 32% from 1Q 2022). Net income: ₹355.3m (up 53% from 1Q 2022). Profit margin: 5.4% (up from 4.7% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.공시 • Aug 13Balmer Lawrie Investments Limited, Annual General Meeting, Sep 27, 2022Balmer Lawrie Investments Limited, Annual General Meeting, Sep 27, 2022, at 16:00 Indian Standard Time.공시 • Jul 02Balmer Lawrie Investments Limited Appoints Shri Shyam Singh Mahar as Additional Director, Effect from 1 July, 2022Balmer Lawrie Investments Limited board of directors have approved the appointment of Shri Shyam Singh Mahar as an Additional Director in the category of Non-Executive, Government Nominee Director of the Company with effect from 1 July, 2022, in line with the recommendation of the nomination and remuneration committee. Shri Shyam Singh Mahar is a bachelor of science (Physics Hons) from Delhi University. Shri Shyam Singh is currently working as the deputy secretary (Admin) under the Ministry of Petroleum and Natural Gas, Government of India.Reported Earnings • Jun 05Full year 2022 earnings released: EPS: ₹39.88 (vs ₹35.92 in FY 2021)Full year 2022 results: EPS: ₹39.88 (up from ₹35.92 in FY 2021). Revenue: ₹20.8b (up 33% from FY 2021). Net income: ₹885.2m (up 11% from FY 2021). Profit margin: 4.2% (down from 5.1% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.공시 • May 31Balmer Lawrie Investments Limited Recommends Dividend for the Year Ended March 31, 2022The Board of Directors of Balmer Lawrie Investments Limited at its Meeting dated May 30, 2022 has recommended a Dividend of INR 30 per equity share on 22,197,269 Equity Shares of the company for the Financial Year ended March 31, 2022.공시 • May 14Balmer Lawrie Investments Limited to Report Q4, 2022 Results on May 30, 2022Balmer Lawrie Investments Limited announced that they will report Q4, 2022 results on May 30, 2022Board Change • Apr 27Less than half of directors are independentThere are 3 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 new directors. No experienced directors. No highly experienced directors. 1 independent director (2 non-independent directors). Non-Executive, Independent Woman Director Shilpa Patwardhan is the most experienced director on the board, commencing their role in 2019. They were also the last independent director to join the board. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.공시 • Apr 19Balmer Lawrie Investments Limited Announces Cessation of Perin Devi Rao as Non- Executive, Government Nominee DirectorBalmer Lawrie Investments Limited announced the cessation of directorship of Smt. Perin Devi Rao as a Non- Executive, Government Nominee Director of the company owing to completion of her tenure with effect from 2nd January, 2022.Reported Earnings • Feb 13Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹7.96 (up from ₹5.86 in 3Q 2021). Revenue: ₹5.06b (up 30% from 3Q 2021). Net income: ₹176.8m (up 36% from 3Q 2021). Profit margin: 3.5% (up from 3.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 1% per year.Reported Earnings • Feb 13Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹7.96 (up from ₹5.86 in 3Q 2021). Revenue: ₹5.06b (up 30% from 3Q 2021). Net income: ₹176.8m (up 36% from 3Q 2021). Profit margin: 3.5% (up from 3.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 1% per year.공시 • Feb 03Balmer Lawrie Investments Limited to Report Q3, 2022 Results on Feb 11, 2022Balmer Lawrie Investments Limited announced that they will report Q3, 2022 results on Feb 11, 2022Upcoming Dividend • Sep 13Upcoming dividend of ₹38.00 per shareEligible shareholders must have bought the stock before 20 September 2021. Payment date: 28 October 2021. Trailing yield: 7.9%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.6%).Reported Earnings • Jul 02Full year 2021 earnings released: EPS ₹35.92 (vs ₹47.63 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: ₹16.1b (up 2.0% from FY 2020). Net income: ₹797.3m (down 25% from FY 2020). Profit margin: 4.9% (down from 6.7% 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 6% per year whereas the company’s share price has increased by 5% per year.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹474, the stock is trading at a trailing P/E ratio of 16.7x, up from the previous P/E ratio of 14.5x. This compares to an average P/E of 26x in the Industrials industry in India. Total returns to shareholders over the past three years are 49%.Is New 90 Day High Low • Mar 04New 90-day high: ₹462The company is up 25% from its price of ₹369 on 04 December 2020. The Indian market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Industrials industry, which is up 20% over the same period.Reported Earnings • Feb 15Third quarter 2021 earnings released: EPS ₹5.86 (vs ₹27.33 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: ₹3.99b (up 3.6% from 3Q 2020). Net income: ₹130.0m (down 67% from 3Q 2020). Profit margin: 3.3% (down from 10% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.공시 • Feb 04Balmer Lawrie Investments Limited to Report Q3, 2021 Results on Feb 12, 2021Balmer Lawrie Investments Limited announced that they will report Q3, 2021 results on Feb 12, 2021공시 • Jan 15Balmer Lawrie Investments Limited Announces Directorate ChangesBalmer Lawrie Investments Limited announced Cessation of directorship of Shyam Singh Mahar as Non-Executive, Government Nominee Director of the Company with effect from January 14, 2021. Also announced appointment of Mrityunjay Jha as Non-Executive, Government Nominee Director of the Company with effect from January 14, 2021.Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹421, the stock is trading at a trailing P/E ratio of 8.8x, up from the previous P/E ratio of 7.7x. This compares to an average P/E of 17x in the Industrials industry in India. Total returns to shareholders over the past three years are 10.0%.Is New 90 Day High Low • Dec 16New 90-day high: ₹374The company is up 4.0% from its price of ₹359 on 17 September 2020. The Indian market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Industrials industry, which is up 19% over the same period.Is New 90 Day High Low • Nov 16New 90-day low: ₹331The company is down 19% from its price of ₹406 on 18 August 2020. The Indian market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Industrials industry, which is up 5.0% over the same period.공시 • Nov 03Balmer Lawrie Investments Limited to Report Q2, 2021 Results on Nov 09, 2020Balmer Lawrie Investments Limited announced that they will report Q2, 2021 results on Nov 09, 2020Is New 90 Day High Low • Oct 26New 90-day low: ₹335The company is down 16% from its price of ₹398 on 28 July 2020. The Indian market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Industrials industry, which is up 4.0% over the same period.Is New 90 Day High Low • Oct 08New 90-day low: ₹338The company is down 15% from its price of ₹396 on 10 July 2020. The Indian market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Industrials industry, which is up 4.0% over the same period.공시 • Jun 20Balmer Lawrie Investments Limited to Report Q4, 2020 Results on Jun 29, 2020Balmer Lawrie Investments Limited announced that they will report Q4, 2020 results on Jun 29, 2020지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 532485 의 주당 배당금은 지난 10 년 동안 안정적이었습니다.배당금 증가: 532485 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장Balmer Lawrie Investments 배당 수익률 vs 시장532485의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (532485)5.8%시장 하위 25% (IN)0.3%시장 상위 25% (IN)1.5%업계 평균 (Industrials)0.7%분석가 예측 (532485) (최대 3년)n/a주목할만한 배당금: 532485 의 배당금( 5.83% )은 Indian 시장에서 배당금 지급자의 하위 25%( 0.31% )보다 높습니다.고배당: 532485 의 배당금( 5.83% )은 Indian 시장( 1.49% )주주 대상 이익 배당수익 보장: 합리적인 지급 비율 ( 55.6% )을 통해 532485 의 배당금 지급은 수익으로 충당됩니다.주주 현금 배당현금 흐름 범위: 현금 지급 비율 ( 146.6% )이 높기 때문에 532485 의 배당금 지급은 현금 흐름으로 잘 충당되지 않습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YIN 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/19 04:32종가2026/05/19 00:00수익2025/12/31연간 수익2025/03/31데이터 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.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 소스Balmer Lawrie Investments Limited는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
Upcoming Dividend • Sep 09Upcoming dividend of ₹4.30 per shareEligible shareholders must have bought the stock before 16 September 2025. Payment date: 23 October 2025. Payout ratio is a comfortable 56% and the cash payout ratio is 99%. Trailing yield: 4.6%. Within top quartile of Indian dividend payers (1.3%). Higher than average of industry peers (0.8%).
Declared Dividend • Aug 15Dividend increased to ₹4.30Dividend of ₹4.30 is 13% higher than last year. Ex-date: 16th September 2025 Payment date: 23rd October 2025 Dividend yield will be 5.1%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is covered by earnings (50% earnings payout ratio) but not adequately covered by cash flows (99% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Sep 13Upcoming dividend of ₹38.00 per shareEligible shareholders must have bought the stock before 20 September 2024. Payment date: 26 October 2024. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Indian dividend payers (1.0%). Higher than average of industry peers (0.5%).
Declared Dividend • Aug 10Dividend of ₹38.00 announcedShareholders will receive a dividend of ₹38.00. Ex-date: 20th September 2024 Payment date: 26th October 2024 Dividend yield will be 40%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 21% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • May 30Balmer Lawrie Investments Limited Recommends Dividend for the Financial Year Ended March 31, 2024Balmer Lawrie Investments Limited at its board meeting held on May 28, 2024 recommended dividend of INR 38.00 per equity share of the company for the financial year ended March 31, 2024. The said dividend, if declared by the Shareholders at the ensuing Annual General Meeting of the Company shall be paid within 30 days from the date of such declaration.
Upcoming Dividend • Sep 13Upcoming dividend of ₹33.00 per share at 6.9% yieldEligible shareholders must have bought the stock before 20 September 2023. Payment date: 27 October 2023. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 6.9%. Within top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (0.5%).
공시 • May 12Balmer Lawrie Investments Limited to Report Q4, 2026 Results on May 21, 2026Balmer Lawrie Investments Limited announced that they will report Q4, 2026 results at 12:15 PM, Indian Standard Time on May 21, 2026
Buy Or Sell Opportunity • Apr 01Now 24% overvaluedOver the last 90 days, the stock has fallen 7.1% to ₹67.82. The fair value is estimated to be ₹54.79, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 16%.
Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: ₹1.93 (vs ₹1.88 in 3Q 2025)Third quarter 2026 results: EPS: ₹1.93 (up from ₹1.88 in 3Q 2025). Revenue: ₹6.66b (up 3.8% from 3Q 2025). Net income: ₹427.3m (up 2.4% from 3Q 2025). Profit margin: 6.4% (down from 6.5% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Jan 27Balmer Lawrie Investments Limited to Report Q3, 2026 Results on Feb 13, 2026Balmer Lawrie Investments Limited announced that they will report Q3, 2026 results on Feb 13, 2026
공시 • Oct 29Balmer Lawrie Investments Limited to Report Q2, 2026 Results on Nov 11, 2025Balmer Lawrie Investments Limited announced that they will report Q2, 2026 results on Nov 11, 2025
Upcoming Dividend • Sep 09Upcoming dividend of ₹4.30 per shareEligible shareholders must have bought the stock before 16 September 2025. Payment date: 23 October 2025. Payout ratio is a comfortable 56% and the cash payout ratio is 99%. Trailing yield: 4.6%. Within top quartile of Indian dividend payers (1.3%). Higher than average of industry peers (0.8%).
Buy Or Sell Opportunity • Aug 21Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to ₹91.41. The fair value is estimated to be ₹75.89, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 22%.
Declared Dividend • Aug 15Dividend increased to ₹4.30Dividend of ₹4.30 is 13% higher than last year. Ex-date: 16th September 2025 Payment date: 23rd October 2025 Dividend yield will be 5.1%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is covered by earnings (50% earnings payout ratio) but not adequately covered by cash flows (99% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • Aug 14Balmer Lawrie Investments Limited, Annual General Meeting, Sep 23, 2025Balmer Lawrie Investments Limited, Annual General Meeting, Sep 23, 2025, at 16:00 Indian Standard Time. Location: ghanshyam das birla sabhagar, 29, ashutosh choudhry avenue, kolkata - 700019, India
Reported Earnings • Aug 14First quarter 2026 earnings released: EPS: ₹2.01 (vs ₹1.86 in 1Q 2025)First quarter 2026 results: EPS: ₹2.01 (up from ₹1.86 in 1Q 2025). Revenue: ₹6.93b (up 6.1% from 1Q 2025). Net income: ₹446.6m (up 8.4% from 1Q 2025). Profit margin: 6.4% (up from 6.3% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Aug 08New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Over 9x increase in shares outstanding. This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (over 9x increase in shares outstanding). Minor Risk Dividend is not well covered by cash flows (99% cash payout ratio).
공시 • Jul 24Balmer Lawrie Investments Limited to Report Q1, 2026 Results on Aug 13, 2025Balmer Lawrie Investments Limited announced that they will report Q1, 2026 results on Aug 13, 2025
Reported Earnings • May 27Full year 2025 earnings released: EPS: ₹0.77 (vs ₹7.57 in FY 2024)Full year 2025 results: EPS: ₹0.77. Revenue: ₹25.8b (up 7.8% from FY 2024). Net income: ₹1.72b (up 2.2% from FY 2024). Profit margin: 6.7% (down from 7.0% in FY 2024). The decrease in margin was driven by higher expenses.
공시 • May 01Balmer Lawrie Investments Limited to Report Q4, 2025 Results on May 21, 2025Balmer Lawrie Investments Limited announced that they will report Q4, 2025 results on May 21, 2025
Reported Earnings • Feb 14Third quarter 2025 earnings released: EPS: ₹18.79 (vs ₹1.94 in 3Q 2024)Third quarter 2025 results: EPS: ₹18.79. Revenue: ₹6.42b (up 7.4% from 3Q 2024). Net income: ₹417.1m (down 3.0% from 3Q 2024). Profit margin: 6.5% (down from 7.2% in 3Q 2024). The decrease in margin was driven by higher expenses.
공시 • Jan 29Balmer Lawrie Investments Limited to Report Q3, 2025 Results on Feb 13, 2025Balmer Lawrie Investments Limited announced that they will report Q3, 2025 results on Feb 13, 2025
공시 • Oct 31Balmer Lawrie Investments Limited to Report Q2, 2025 Results on Nov 12, 2024Balmer Lawrie Investments Limited announced that they will report Q2, 2025 results on Nov 12, 2024
Upcoming Dividend • Sep 13Upcoming dividend of ₹38.00 per shareEligible shareholders must have bought the stock before 20 September 2024. Payment date: 26 October 2024. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Indian dividend payers (1.0%). Higher than average of industry peers (0.5%).
Declared Dividend • Aug 10Dividend of ₹38.00 announcedShareholders will receive a dividend of ₹38.00. Ex-date: 20th September 2024 Payment date: 26th October 2024 Dividend yield will be 40%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 21% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • Aug 09Balmer Lawrie Investments Limited, Annual General Meeting, Sep 26, 2024Balmer Lawrie Investments Limited, Annual General Meeting, Sep 26, 2024, at 16:00 Indian Standard Time.
Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: ₹1.86 (vs ₹1.66 in 1Q 2024)First quarter 2025 results: EPS: ₹1.86 (up from ₹1.66 in 1Q 2024). Revenue: ₹6.53b (up 8.0% from 1Q 2024). Net income: ₹412.0m (up 12% from 1Q 2024). Profit margin: 6.3% (up from 6.1% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Aug 08New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₹2.20b (US$26.2m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
공시 • Jul 26Balmer Lawrie Investments Limited to Report Q1, 2025 Results on Aug 08, 2024Balmer Lawrie Investments Limited announced that they will report Q1, 2025 results on Aug 08, 2024
Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹851, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 27x in the Industrials industry in India. Total returns to shareholders of 122% over the past three years.
공시 • May 30Balmer Lawrie Investments Limited Recommends Dividend for the Financial Year Ended March 31, 2024Balmer Lawrie Investments Limited at its board meeting held on May 28, 2024 recommended dividend of INR 38.00 per equity share of the company for the financial year ended March 31, 2024. The said dividend, if declared by the Shareholders at the ensuing Annual General Meeting of the Company shall be paid within 30 days from the date of such declaration.
Reported Earnings • May 29Full year 2024 earnings released: EPS: ₹75.68 (vs ₹49.98 in FY 2023)Full year 2024 results: EPS: ₹75.68 (up from ₹49.98 in FY 2023). Revenue: ₹24.0b (up 2.1% from FY 2023). Net income: ₹1.68b (up 51% from FY 2023). Profit margin: 7.0% (up from 4.7% in FY 2023). 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 23% per year.
Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹864, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 31x in the Industrials industry in India. Total returns to shareholders of 123% over the past three years.
공시 • May 11Balmer Lawrie Investments Limited to Report Q4, 2024 Results on May 28, 2024Balmer Lawrie Investments Limited announced that they will report Q4, 2024 results on May 28, 2024
Reported Earnings • Feb 14Third quarter 2024 earnings released: EPS: ₹19.38 (vs ₹11.00 in 3Q 2023)Third quarter 2024 results: EPS: ₹19.38 (up from ₹11.00 in 3Q 2023). Revenue: ₹5.98b (up 15% from 3Q 2023). Net income: ₹430.1m (up 76% from 3Q 2023). Profit margin: 7.2% (up from 4.7% 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 18% per year whereas the company’s share price has increased by 16% per year.
Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₹665, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 26x in the Industrials industry in India. Total returns to shareholders of 109% over the past three years.
공시 • Jan 12Balmer Lawrie Investments Limited to Report Q3, 2024 Results on Feb 12, 2024Balmer Lawrie Investments Limited announced that they will report Q3, 2024 results on Feb 12, 2024
공시 • Dec 12Balmer Lawrie Investments Limited Announces the Cessation of Shri Shyam Singh Mahar as Non-Executive DirectorBalmer Lawrie Investments Limited announced the cessation of directorship of Shri Shyam Singh Mahar (DIN: 08511166) as a Non-Executive Director in the designation of Government Nominee Director of the Company with effect from 7th December, 2023.
공시 • Nov 10Balmer Lawrie Investments Limited Changes in DirectorateBalmer Lawrie Investments Limited announced cessation of directorship of Shri Mrityunjay Jha, as a Non-Executive Director in the designation of Government Nominee Director of the Company with effect from 18th October, 2023 owing to withdrawal of nomination by the Ministry of Petroleum and Natural Gas.
공시 • Oct 28Balmer Lawrie Investments Limited to Report Q2, 2024 Results on Nov 09, 2023Balmer Lawrie Investments Limited announced that they will report Q2, 2024 results on Nov 09, 2023
공시 • Oct 01Balmer Lawrie Investments Limited Appoints Saurav Dutta as a Director in the Category of Non- Executive DirectorBalmer Lawrie Investments Limited announced that at the AGM held on 27 September, 2023 have approved the appointment of Shri Saurav Dutta as a Director of the Company in the category of Non- Executive Director (Ex-officio) of the Company with effect from 14 February, 2023 for a period of five years from the date of his assumption of charge of the post of Director (Finance), Balmer Lawrie & Co. Ltd. or till the date of his superannuation, or until further orders from the Administrative Ministry, whichever is earliest and whose office shall be subject to retirement of Directors by rotation. Shri Saurav Dutta, a qualified Chartered Accountant and Company Secretary, joined Balmer Lawrie & Co. Ltd. (which is the Subsidiary Company of Balmer Lawrie Investments Limited) on 16th June, 1997. Presently, Shri Saurav Dutta is Director (Finance) & CFO of Balmer Lawrie & Co. Ltd. Prior to taking over as Director (Finance) of Balmer Lawrie & Co. Ltd., he was holding the position of Vice President (Finance). A seasoned professional with nearly 30 years of experience, he has worked in core business areas in both manufacturing and services, Corporate Finance and taxation function and headed the Finance function ofa Joint Venture during his tenure at Balmer Lawrie & Co. Ltd. Shri Saurav Dutta also holds the position of a Non-Executive Director in Visakhapatnam Port Logistics Park Limited which is a Subsidiary of Balmer Lawrie & Co. Ltd. He also holds position of Commissioner in PT Balmer Lawrie Indonesia, which is a Joint Venture of Balmer Lawrie & Co. Ltd.
Valuation Update With 7 Day Price Move • Sep 21Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹406, the stock trades at a trailing P/E ratio of 8x. Average trailing P/E is 25x in the Industrials industry in India. Total returns to shareholders of 50% over the past three years.
Upcoming Dividend • Sep 13Upcoming dividend of ₹33.00 per share at 6.9% yieldEligible shareholders must have bought the stock before 20 September 2023. Payment date: 27 October 2023. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 6.9%. Within top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (0.5%).
공시 • Aug 09Balmer Lawrie Investments Limited, Annual General Meeting, Sep 27, 2023Balmer Lawrie Investments Limited, Annual General Meeting, Sep 27, 2023, at 16:00 Indian Standard Time.
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: ₹16.61 (vs ₹16.00 in 1Q 2023)First quarter 2024 results: EPS: ₹16.61 (up from ₹16.00 in 1Q 2023). Revenue: ₹6.05b (down 8.1% from 1Q 2023). Net income: ₹368.8m (up 3.8% from 1Q 2023). Profit margin: 6.1% (up from 5.4% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
공시 • Aug 01Balmer Lawrie Investments Limited to Report Q1, 2024 Results on Aug 08, 2023Balmer Lawrie Investments Limited announced that they will report Q1, 2024 results on Aug 08, 2023
Reported Earnings • Jun 01Full year 2023 earnings released: EPS: ₹49.98 (vs ₹39.88 in FY 2022)Full year 2023 results: EPS: ₹49.98 (up from ₹39.88 in FY 2022). Revenue: ₹23.7b (up 14% from FY 2022). Net income: ₹1.11b (up 25% from FY 2022). Profit margin: 4.7% (up from 4.2% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 7% per year.
공시 • May 11Balmer Lawrie Investments Limited to Report Q4, 2023 Results on May 30, 2023Balmer Lawrie Investments Limited announced that they will report Q4, 2023 results on May 30, 2023
Reported Earnings • Feb 16Third quarter 2023 earnings released: EPS: ₹11.00 (vs ₹7.96 in 3Q 2022)Third quarter 2023 results: EPS: ₹11.00 (up from ₹7.96 in 3Q 2022). Revenue: ₹5.19b (up 1.5% from 3Q 2022). Net income: ₹244.2m (up 38% from 3Q 2022). Profit margin: 4.7% (up from 3.5% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
공시 • Feb 15Balmer Lawrie Investments Limited Announces Cessation of Directorship of Adhip Nath Palchaudhuri as an Additional, Non-Executive DirectorBalmer Lawrie Investments Limited announced that in line with the recommendation of Nomination and Remuneration Committee, the Board of Directors of the Company at its Meeting held on 14 February, 2023 have inter-alia, approved the cessation of directorship of Shri Adhip Nath Palchaudhuri as an Additional, Non-Executive Director (Ex-officio) of the Company with effect from 14 February, 2023 pursuant to letter bearing reference no. CA-31 024/2/2022-PNG (44948) dated 30 December 2022 read with letter bearing reference no. CA-31 02411 /2021-PNG (36607) dated 31 January, 2023 received from the Ministry of Petroleum and Natural Gas, Government of India, Administrative Ministry. The cessation of directorship of Shri Adhip Nath Palchaudhuri as an Additional, Non-Executive Director (Ex-officio) of the Company took place owing to the below mentioned appointment on the Board of the Company.
공시 • Feb 05Balmer Lawrie Investments Limited to Report Q3, 2023 Results on Feb 14, 2023Balmer Lawrie Investments Limited announced that they will report Q3, 2023 results on Feb 14, 2023
공시 • Jan 04Balmer Lawrie Investments Limited Appoints Adhip Nath Palchaudhuri as an Additional DirectorBalmer Lawrie Investments Limited informed that pursuant to the Nomination Letters bearing reference Nos.- P-21014/1/2006-Mkt dated 16th April, 2010 and CA-31024/2/2022-PNG (44948) dated 30th December, 2022 as received from the Ministry of Petroleum and Natural Gas and in line with the recommendation of the Nomination and Remuneration Committee, the Board of Directors of the Company vide its Resolution by Circulation passed on 3rd January, 2023 have approved the appointment of Shri Adhip Nath Palchaudhuri, (DIN: 08695322) as an Additional Director in the category of Non-Executive Director (Ex-officio) of the Company for a period of three months w.e.f., 1st January, 2023 or till the appointment of regular incumbent to the post, or until further orders, whichever is the earliest subject to approval by the Shareholders as per Regulation 17 (1 C) of Listing Regulations read with Section 161 of the Companies Act, 2013. The brief profile of the Shri Adhip Nath Palchaudhuri, (DIN: 08695322) and other details are as hereunder: Shri Adhip Nath Palchaudhuri holds a B.E (E&C) degree from University of Roorkee (now IIT Roorkee) and a PGDM from IIM Lucknow. Shri Adhip Nath Palchaudhuri holds the designation of Director (Services Businesses) of Balmer Lawrie and Company Limited and has professional work experience of 28 years. Shri Adhip Nath Palchaudhuri had worked with a wide variety of organizations in the IT Services/Consulting field in India and abroad. As per the requirement of the Circular no. LIST/COMP/14/2018-19 dated 20th June, 2018 issued by BSE Limited on the subject of enforcement of SEBI Orders regarding appointment of Directors by listed companies.
공시 • Jan 03Balmer Lawrie Investments Limited Announces Resignation of Shri Sandip Das as Non-Executive DirectorBalmer Lawrie Investments Limited announced that Shri Sandip Das (DIN: 08217697) has ceased to be a Non-Executive Director (Ex-officio) with effect from 1st January, 2023 owing to completion of his tenure of office as Director (Finance) of Balmer Lawrie and Company Limited with effect from 1st January, 2023 pursuant to his superannuation from the services of the Company in line with the letter bearing reference No. CA- 31024/2/2018-PNG (25059) dated 20th January, 2020 received from the Ministry of Petroleum and Natural Gas, Government of India, being the Administrative Ministry.
Reported Earnings • Nov 19Second quarter 2023 earnings released: EPS: ₹10.24 (vs ₹7.94 in 2Q 2022)Second quarter 2023 results: EPS: ₹10.24 (up from ₹7.94 in 2Q 2022). Revenue: ₹5.61b (up 13% from 2Q 2022). Net income: ₹227.3m (up 29% from 2Q 2022). Profit margin: 4.1% (up from 3.5% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Board Change • Nov 16No independent directorsThere are 3 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 new directors. No experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). Chairman of the Board & Ex-Officio Member Sandip Das is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.
공시 • Oct 22Balmer Lawrie Investments Limited to Report Q2, 2023 Results on Nov 14, 2022Balmer Lawrie Investments Limited announced that they will report Q2, 2023 results on Nov 14, 2022
Upcoming Dividend • Sep 12Upcoming dividend of ₹30.00 per shareEligible shareholders must have bought the stock before 19 September 2022. Payment date: 27 October 2022. Trailing yield: 7.0%. Within top quartile of Indian dividend payers (1.6%). Higher than average of industry peers (0.5%).
Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: ₹16.00 (vs ₹10.48 in 1Q 2022)First quarter 2023 results: EPS: ₹16.00 (up from ₹10.48 in 1Q 2022). Revenue: ₹6.58b (up 32% from 1Q 2022). Net income: ₹355.3m (up 53% from 1Q 2022). Profit margin: 5.4% (up from 4.7% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
공시 • Aug 13Balmer Lawrie Investments Limited, Annual General Meeting, Sep 27, 2022Balmer Lawrie Investments Limited, Annual General Meeting, Sep 27, 2022, at 16:00 Indian Standard Time.
공시 • Jul 02Balmer Lawrie Investments Limited Appoints Shri Shyam Singh Mahar as Additional Director, Effect from 1 July, 2022Balmer Lawrie Investments Limited board of directors have approved the appointment of Shri Shyam Singh Mahar as an Additional Director in the category of Non-Executive, Government Nominee Director of the Company with effect from 1 July, 2022, in line with the recommendation of the nomination and remuneration committee. Shri Shyam Singh Mahar is a bachelor of science (Physics Hons) from Delhi University. Shri Shyam Singh is currently working as the deputy secretary (Admin) under the Ministry of Petroleum and Natural Gas, Government of India.
Reported Earnings • Jun 05Full year 2022 earnings released: EPS: ₹39.88 (vs ₹35.92 in FY 2021)Full year 2022 results: EPS: ₹39.88 (up from ₹35.92 in FY 2021). Revenue: ₹20.8b (up 33% from FY 2021). Net income: ₹885.2m (up 11% from FY 2021). Profit margin: 4.2% (down from 5.1% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
공시 • May 31Balmer Lawrie Investments Limited Recommends Dividend for the Year Ended March 31, 2022The Board of Directors of Balmer Lawrie Investments Limited at its Meeting dated May 30, 2022 has recommended a Dividend of INR 30 per equity share on 22,197,269 Equity Shares of the company for the Financial Year ended March 31, 2022.
공시 • May 14Balmer Lawrie Investments Limited to Report Q4, 2022 Results on May 30, 2022Balmer Lawrie Investments Limited announced that they will report Q4, 2022 results on May 30, 2022
Board Change • Apr 27Less than half of directors are independentThere are 3 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 new directors. No experienced directors. No highly experienced directors. 1 independent director (2 non-independent directors). Non-Executive, Independent Woman Director Shilpa Patwardhan is the most experienced director on the board, commencing their role in 2019. They were also the last independent director to join the board. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.
공시 • Apr 19Balmer Lawrie Investments Limited Announces Cessation of Perin Devi Rao as Non- Executive, Government Nominee DirectorBalmer Lawrie Investments Limited announced the cessation of directorship of Smt. Perin Devi Rao as a Non- Executive, Government Nominee Director of the company owing to completion of her tenure with effect from 2nd January, 2022.
Reported Earnings • Feb 13Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹7.96 (up from ₹5.86 in 3Q 2021). Revenue: ₹5.06b (up 30% from 3Q 2021). Net income: ₹176.8m (up 36% from 3Q 2021). Profit margin: 3.5% (up from 3.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 1% per year.
Reported Earnings • Feb 13Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹7.96 (up from ₹5.86 in 3Q 2021). Revenue: ₹5.06b (up 30% from 3Q 2021). Net income: ₹176.8m (up 36% from 3Q 2021). Profit margin: 3.5% (up from 3.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 1% per year.
공시 • Feb 03Balmer Lawrie Investments Limited to Report Q3, 2022 Results on Feb 11, 2022Balmer Lawrie Investments Limited announced that they will report Q3, 2022 results on Feb 11, 2022
Upcoming Dividend • Sep 13Upcoming dividend of ₹38.00 per shareEligible shareholders must have bought the stock before 20 September 2021. Payment date: 28 October 2021. Trailing yield: 7.9%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.6%).
Reported Earnings • Jul 02Full year 2021 earnings released: EPS ₹35.92 (vs ₹47.63 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: ₹16.1b (up 2.0% from FY 2020). Net income: ₹797.3m (down 25% from FY 2020). Profit margin: 4.9% (down from 6.7% 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 6% per year whereas the company’s share price has increased by 5% per year.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹474, the stock is trading at a trailing P/E ratio of 16.7x, up from the previous P/E ratio of 14.5x. This compares to an average P/E of 26x in the Industrials industry in India. Total returns to shareholders over the past three years are 49%.
Is New 90 Day High Low • Mar 04New 90-day high: ₹462The company is up 25% from its price of ₹369 on 04 December 2020. The Indian market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Industrials industry, which is up 20% over the same period.
Reported Earnings • Feb 15Third quarter 2021 earnings released: EPS ₹5.86 (vs ₹27.33 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: ₹3.99b (up 3.6% from 3Q 2020). Net income: ₹130.0m (down 67% from 3Q 2020). Profit margin: 3.3% (down from 10% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
공시 • Feb 04Balmer Lawrie Investments Limited to Report Q3, 2021 Results on Feb 12, 2021Balmer Lawrie Investments Limited announced that they will report Q3, 2021 results on Feb 12, 2021
공시 • Jan 15Balmer Lawrie Investments Limited Announces Directorate ChangesBalmer Lawrie Investments Limited announced Cessation of directorship of Shyam Singh Mahar as Non-Executive, Government Nominee Director of the Company with effect from January 14, 2021. Also announced appointment of Mrityunjay Jha as Non-Executive, Government Nominee Director of the Company with effect from January 14, 2021.
Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹421, the stock is trading at a trailing P/E ratio of 8.8x, up from the previous P/E ratio of 7.7x. This compares to an average P/E of 17x in the Industrials industry in India. Total returns to shareholders over the past three years are 10.0%.
Is New 90 Day High Low • Dec 16New 90-day high: ₹374The company is up 4.0% from its price of ₹359 on 17 September 2020. The Indian market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Industrials industry, which is up 19% over the same period.
Is New 90 Day High Low • Nov 16New 90-day low: ₹331The company is down 19% from its price of ₹406 on 18 August 2020. The Indian market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Industrials industry, which is up 5.0% over the same period.
공시 • Nov 03Balmer Lawrie Investments Limited to Report Q2, 2021 Results on Nov 09, 2020Balmer Lawrie Investments Limited announced that they will report Q2, 2021 results on Nov 09, 2020
Is New 90 Day High Low • Oct 26New 90-day low: ₹335The company is down 16% from its price of ₹398 on 28 July 2020. The Indian market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Industrials industry, which is up 4.0% over the same period.
Is New 90 Day High Low • Oct 08New 90-day low: ₹338The company is down 15% from its price of ₹396 on 10 July 2020. The Indian market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Industrials industry, which is up 4.0% over the same period.
공시 • Jun 20Balmer Lawrie Investments Limited to Report Q4, 2020 Results on Jun 29, 2020Balmer Lawrie Investments Limited announced that they will report Q4, 2020 results on Jun 29, 2020