View Future GrowthGHCL 과거 순이익 실적과거 기준 점검 1/6GHCL의 수입은 연평균 -0.5%의 비율로 감소해 온 반면, Chemicals 산업은 수입이 연평균 6.7% 증가했습니다. 매출은 연평균 3.5%의 비율로 감소해 왔습니다. GHCL의 자기자본이익률은 13.3%이고 순이익률은 15.4%입니다.핵심 정보-0.52%순이익 성장률-0.49%주당순이익(EPS) 성장률Chemicals 산업 성장률17.68%매출 성장률-3.52%자기자본이익률13.30%순이익률15.42%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트Reported Earnings • May 06Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: ₹50.17 (down from ₹65.50 in FY 2025). Revenue: ₹31.4b (down 1.4% from FY 2025). Net income: ₹4.72b (down 24% from FY 2025). Profit margin: 15% (down from 20% in FY 2025). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.공시 • Apr 08GHCL Limited to Report Q4, 2026 Results on May 05, 2026GHCL Limited announced that they will report Q4, 2026 results on May 05, 2026Reported Earnings • Jan 30Third quarter 2026 earnings released: EPS: ₹11.26 (vs ₹17.70 in 3Q 2025)Third quarter 2026 results: EPS: ₹11.26 (down from ₹17.70 in 3Q 2025). Revenue: ₹7.73b (flat on 3Q 2025). Net income: ₹1.06b (down 37% from 3Q 2025). Profit margin: 14% (down from 22% in 3Q 2025). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.공시 • Jan 07GHCL Limited to Report Q3, 2026 Results on Jan 29, 2026GHCL Limited announced that they will report Q3, 2026 results on Jan 29, 2026Reported Earnings • Nov 02Second quarter 2026 earnings: EPS and revenues miss analyst expectationsSecond quarter 2026 results: EPS: ₹11.16 (down from ₹16.28 in 2Q 2025). Revenue: ₹7.38b (down 6.9% from 2Q 2025). Net income: ₹1.07b (down 31% from 2Q 2025). Profit margin: 14% (down from 20% in 2Q 2025). Revenue missed analyst estimates by 6.2%. Earnings per share (EPS) also missed analyst estimates by 23%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.공시 • Oct 29GHCL Limited to Report Q2, 2026 Results on Nov 01, 2025GHCL Limited announced that they will report Q2, 2026 results at 9:08 AM, Indian Standard Time on Nov 01, 2025모든 업데이트 보기Recent updatesReported Earnings • May 06Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: ₹50.17 (down from ₹65.50 in FY 2025). Revenue: ₹31.4b (down 1.4% from FY 2025). Net income: ₹4.72b (down 24% from FY 2025). Profit margin: 15% (down from 20% in FY 2025). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.공시 • May 05GHCL Limited, Annual General Meeting, Jun 25, 2026GHCL Limited, Annual General Meeting, Jun 25, 2026.공시 • Apr 08GHCL Limited to Report Q4, 2026 Results on May 05, 2026GHCL Limited announced that they will report Q4, 2026 results on May 05, 2026Reported Earnings • Jan 30Third quarter 2026 earnings released: EPS: ₹11.26 (vs ₹17.70 in 3Q 2025)Third quarter 2026 results: EPS: ₹11.26 (down from ₹17.70 in 3Q 2025). Revenue: ₹7.73b (flat on 3Q 2025). Net income: ₹1.06b (down 37% from 3Q 2025). Profit margin: 14% (down from 22% in 3Q 2025). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.공시 • Jan 07GHCL Limited to Report Q3, 2026 Results on Jan 29, 2026GHCL Limited announced that they will report Q3, 2026 results on Jan 29, 2026Price Target Changed • Nov 15Price target decreased by 8.5% to ₹751Down from ₹820, the current price target is an average from 2 analysts. New target price is 24% above last closing price of ₹606. Stock is up 5.6% over the past year. The company is forecast to post earnings per share of ₹61.60 for next year compared to ₹65.50 last year.Reported Earnings • Nov 02Second quarter 2026 earnings: EPS and revenues miss analyst expectationsSecond quarter 2026 results: EPS: ₹11.16 (down from ₹16.28 in 2Q 2025). Revenue: ₹7.38b (down 6.9% from 2Q 2025). Net income: ₹1.07b (down 31% from 2Q 2025). Profit margin: 14% (down from 20% in 2Q 2025). Revenue missed analyst estimates by 6.2%. Earnings per share (EPS) also missed analyst estimates by 23%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.공시 • Oct 29GHCL Limited to Report Q2, 2026 Results on Nov 01, 2025GHCL Limited announced that they will report Q2, 2026 results at 9:08 AM, Indian Standard Time on Nov 01, 2025Reported Earnings • Aug 01First quarter 2026 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2026 results: EPS: ₹15.10 (down from ₹15.81 in 1Q 2025). Revenue: ₹8.23b (down 1.0% from 1Q 2025). Net income: ₹1.44b (down 4.3% from 1Q 2025). Profit margin: 18% (in line with 1Q 2025). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Jul 10Upcoming dividend of ₹12.00 per shareEligible shareholders must have bought the stock before 17 July 2025. Payment date: 24 July 2025. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 2.0%. Within top quartile of Indian dividend payers (1.2%). Higher than average of industry peers (0.7%).공시 • Jul 02GHCL Limited to Report Q1, 2026 Results on Jul 31, 2025GHCL Limited announced that they will report Q1, 2026 results on Jul 31, 2025Reported Earnings • Jun 26Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: ₹65.50 (down from ₹83.43 in FY 2024). Revenue: ₹31.8b (down 7.6% from FY 2024). Net income: ₹6.24b (down 21% from FY 2024). Profit margin: 20% (down from 23% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) exceeded analyst estimates by 2.1%. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.공시 • May 30GHCL Limited announces Annual dividend, payable on July 24, 2025GHCL Limited announced Annual dividend of INR 12.0000 per share payable on July 24, 2025, ex-date on July 17, 2025 and record date on July 17, 2025.Reported Earnings • May 10Full year 2025 earnings: EPS in line with expectations, revenues disappointFull year 2025 results: EPS: ₹65.50 (down from ₹83.43 in FY 2024). Revenue: ₹32.7b (down 5.1% from FY 2024). Net income: ₹6.24b (down 21% from FY 2024). Profit margin: 19% (down from 23% in FY 2024). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.공시 • May 08GHCL Limited, Annual General Meeting, Jul 24, 2025GHCL Limited, Annual General Meeting, Jul 24, 2025.공시 • Apr 14GHCL Limited to Report Fiscal Year 2025 Final Results on May 08, 2025GHCL Limited announced that they will report fiscal year 2025 final results After-Market on May 08, 2025Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: ₹17.70 (vs ₹10.50 in 3Q 2024)Third quarter 2025 results: EPS: ₹17.70 (up from ₹10.50 in 3Q 2024). Revenue: ₹8.43b (up 5.7% from 3Q 2024). Net income: ₹1.68b (up 69% from 3Q 2024). Profit margin: 20% (up from 13% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.공시 • Jan 14GHCL Limited to Report Q3, 2025 Results on Jan 31, 2025GHCL Limited announced that they will report Q3, 2025 results on Jan 31, 2025Recent Insider Transactions • Dec 17Insider recently sold ₹2.2m worth of stockOn the 12th of December, Bhuwneshwar Mishra sold around 3k shares on-market at roughly ₹739 per share. This transaction amounted to 8.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought ₹2.2m more than they sold in the last 12 months.Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹740, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 31x in the Chemicals industry in India. Total returns to shareholders of 145% over the past three years.Reported Earnings • Oct 30Second quarter 2025 earnings released: EPS: ₹16.28 (vs ₹15.01 in 2Q 2024)Second quarter 2025 results: EPS: ₹16.28 (up from ₹15.01 in 2Q 2024). Revenue: ₹8.10b (flat on 2Q 2024). Net income: ₹1.55b (up 8.4% from 2Q 2024). Profit margin: 19% (up from 18% in 2Q 2024). Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Chemicals industry in India. 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 13% per year, which means it is tracking significantly ahead of earnings growth.공시 • Oct 04GHCL Limited to Report Q2, 2025 Results on Oct 29, 2024GHCL Limited announced that they will report Q2, 2025 results on Oct 29, 2024Reported Earnings • Aug 03First quarter 2025 earnings released: EPS: ₹15.81 (vs ₹44.82 in 1Q 2024)First quarter 2025 results: EPS: ₹15.81 (down from ₹44.82 in 1Q 2024). Revenue: ₹8.30b (down 18% from 1Q 2024). Net income: ₹1.51b (down 65% from 1Q 2024). Profit margin: 18% (down from 42% in 1Q 2024). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 9.9% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Chemicals industry in India. 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.Valuation Update With 7 Day Price Move • Aug 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹629, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 36x in the Chemicals industry in India. Total returns to shareholders of 108% over the past three years.공시 • Jul 11GHCL Limited to Report Q1, 2025 Results on Aug 01, 2024GHCL Limited announced that they will report Q1, 2025 results on Aug 01, 2024Reported Earnings • Jun 19Full year 2024 earnings: EPS in line with expectations, revenues disappointFull year 2024 results: EPS: ₹83.43 (down from ₹117 in FY 2023). Revenue: ₹34.5b (down 24% from FY 2023). Net income: ₹7.94b (down 29% from FY 2023). Profit margin: 23% (down from 25% in FY 2023). Revenue missed analyst estimates by 8.8%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 6.0% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Jun 10Board Member recently bought ₹249k worth of stockOn the 4th of June, Neelabh Dalmia bought around 501 shares on-market at roughly ₹496 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth ₹497k. Despite this recent purchase, insiders have collectively sold ₹4.5m more in shares than they bought in the last 12 months.Declared Dividend • May 27Dividend reduced to ₹12.00Dividend of ₹12.00 is 31% lower than last year. Ex-date: 1st July 2024 Payment date: 7th August 2024 Dividend yield will be 2.3%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 7.4% over the next 2 years. However, it would need to fall by 84% to increase the payout ratio to a potentially unsustainable range.New Risk • May 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.5% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 3.5% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.공시 • May 08GHCL Limited, Annual General Meeting, Jul 08, 2024GHCL Limited, Annual General Meeting, Jul 08, 2024.Reported Earnings • May 07Full year 2024 earnings: EPS in line with expectations, revenues disappointFull year 2024 results: EPS: ₹83.43 (down from ₹117 in FY 2023). Revenue: ₹35.0b (down 23% from FY 2023). Net income: ₹7.94b (down 29% from FY 2023). Profit margin: 23% (down from 25% in FY 2023). Revenue missed analyst estimates by 8.8%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.공시 • Apr 10GHCL Limited to Report Q4, 2024 Results on May 06, 2024GHCL Limited announced that they will report Q4, 2024 results on May 06, 2024Recent Insider Transactions • Apr 02Board Member recently bought ₹497k worth of stockOn the 28th of March, Neelabh Dalmia bought around 1k shares on-market at roughly ₹451 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth ₹2.5m. Despite this recent purchase, insiders have collectively sold ₹3.8m more in shares than they bought in the last 12 months.Recent Insider Transactions • Mar 26Insider recently bought ₹89k worth of stockOn the 22nd of March, Manoj Ishwar bought around 200 shares on-market at roughly ₹443 per share. This trade did not impact their existing holding. In the last 3 months, there was an even bigger purchase from another insider worth ₹2.5m. Despite this recent purchase, insiders have collectively sold ₹4.3m more in shares than they bought in the last 12 months.Recent Insider Transactions • Mar 09Non-Executive Chairman recently bought ₹2.5m worth of stockOn the 5th of March, Anurag Dalmia bought around 5k shares on-market at roughly ₹510 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Anurag's only on-market trade for the last 12 months.Price Target Changed • Feb 22Price target decreased by 8.6% to ₹660Down from ₹722, the current price target is provided by 1 analyst. New target price is 29% above last closing price of ₹512. The company is forecast to post earnings per share of ₹83.20 for next year compared to ₹117 last year.Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: ₹10.50 (vs ₹25.93 in 3Q 2023)Third quarter 2024 results: EPS: ₹10.50 (down from ₹25.93 in 3Q 2023). Revenue: ₹8.13b (down 37% from 3Q 2023). Net income: ₹998.5m (down 60% from 3Q 2023). Profit margin: 12% (down from 19% in 3Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 44% per year whereas the company’s share price has increased by 40% per year.공시 • Jan 11GHCL Limited to Report Q3, 2024 Results on Feb 03, 2024GHCL Limited announced that they will report Q3, 2024 results on Feb 03, 2024Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: ₹15.01 (vs ₹31.46 in 2Q 2023)Second quarter 2024 results: EPS: ₹15.01 (down from ₹31.46 in 2Q 2023). Revenue: ₹8.05b (down 42% from 2Q 2023). Net income: ₹1.43b (down 53% from 2Q 2023). Profit margin: 18% (down from 22% in 2Q 2023). Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 52% per year whereas the company’s share price has increased by 49% per year.공시 • Oct 18GHCL Limited to Report Q2, 2024 Results on Nov 07, 2023GHCL Limited announced that they will report Q2, 2024 results at 12:08 PM, Indian Standard Time on Nov 07, 2023Recent Insider Transactions • Sep 13President & COO of Soda Ash recently sold ₹6.2m worth of stockOn the 8th of September, N. Radia sold around 10k shares on-market at roughly ₹620 per share. This transaction amounted to 9.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹2.4m more than they bought in the last 12 months.Recent Insider Transactions • Aug 28Chief Human Resource Officer recently sold ₹412k worth of stockOn the 24th of August, Biswarup Goswami sold around 800 shares on-market at roughly ₹516 per share. This transaction amounted to 80% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹1.2m. Despite this recent sale, insiders have collectively bought ₹2.2m more than they sold in the last 12 months.New Risk • Aug 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 20% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 20% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Aug 08First quarter 2024 earnings released: EPS: ₹44.82 (vs ₹36.72 in 1Q 2023)First quarter 2024 results: EPS: ₹44.82 (up from ₹36.72 in 1Q 2023). Revenue: ₹10.2b (down 26% from 1Q 2023). Net income: ₹4.26b (up 22% from 1Q 2023). Profit margin: 42% (up from 26% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 56% per year whereas the company’s share price has increased by 54% per year.공시 • Jul 28GHCL Limited to Report Q1, 2024 Results on Aug 07, 2023GHCL Limited announced that they will report Q1, 2024 results at 12:08 PM, Indian Standard Time on Aug 07, 2023Recent Insider Transactions • Jun 28Vice President of Finance & Account recently sold ₹1.2m worth of stockOn the 26th of June, Manish Shah sold around 2k shares on-market at roughly ₹507 per share. This transaction amounted to 55% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought ₹3.7m more than they sold in the last 12 months.Upcoming Dividend • Jun 16Upcoming dividend of ₹17.50 per share at 3.5% yieldEligible shareholders must have bought the stock before 23 June 2023. Payment date: 31 July 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 3.5%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.9%).Buying Opportunity • Jun 12Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.3%. The fair value is estimated to be ₹612, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 52%. Revenue is forecast to grow by 9.5% in 2 years. Earnings is forecast to decline by 17% in the next 2 years.Reported Earnings • Jun 11Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: ₹117 (up from ₹46.82 in FY 2022). Revenue: ₹45.5b (up 49% from FY 2022). Net income: ₹11.2b (up 150% from FY 2022). Profit margin: 25% (up from 15% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 13%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 52% per year whereas the company’s share price has increased by 53% per year.Recent Insider Transactions • Jun 05Board Member recently bought ₹998k worth of stockOn the 2nd of June, Neelabh Dalmia bought around 2k shares on-market at roughly ₹487 per share. This transaction amounted to 1.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₹3.3m more in shares than they have sold in the last 12 months.Reported Earnings • May 01Full year 2023 earnings released: EPS: ₹117 (vs ₹62.81 in FY 2022)Full year 2023 results: EPS: ₹117 (up from ₹62.81 in FY 2022). Revenue: ₹45.8b (up 21% from FY 2022). Net income: ₹11.2b (up 87% from FY 2022). Profit margin: 24% (up from 16% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.5% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has increased by 69% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Feb 09Price target decreased by 14% to ₹644Down from ₹745, the current price target is provided by 1 analyst. New target price is 27% above last closing price of ₹506. Stock is up 10% over the past year. The company is forecast to post earnings per share of ₹107 for next year compared to ₹62.81 last year.Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: ₹25.93 (vs ₹16.07 in 3Q 2022)Third quarter 2023 results: EPS: ₹25.93 (up from ₹16.07 in 3Q 2022). Revenue: ₹12.9b (up 28% from 3Q 2022). Net income: ₹2.48b (up 62% from 3Q 2022). Profit margin: 19% (up from 15% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.3% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.공시 • Jan 14GHCL Limited to Report Q3, 2023 Results on Jan 31, 2023GHCL Limited announced that they will report Q3, 2023 results at 12:08 PM, Indian Standard Time on Jan 31, 2023Recent Insider Transactions • Jan 04Insider recently bought ₹77k worth of stockOn the 30th of December, Ankita Gupta bought around 150 shares on-market at roughly ₹511 per share. This transaction increased Ankita Gupta's direct individual holding by 6x at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth ₹709k. Despite this recent purchase, insiders have collectively sold ₹3.4m more in shares than they bought in the last 12 months.Recent Insider Transactions • Dec 15Board Member recently bought ₹534k worth of stockOn the 9th of December, Neelabh Dalmia bought around 1k shares on-market at roughly ₹534 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth ₹2.0m. Despite this recent purchase, insiders have collectively sold ₹5.1m more in shares than they bought in the last 12 months.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 6 highly experienced directors. Lead Independent Director Manoj Vaish was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 02Second quarter 2023 earnings: EPS misses analyst expectationsSecond quarter 2023 results: EPS: ₹31.46 (up from ₹11.55 in 2Q 2022). Revenue: ₹13.9b (up 41% from 2Q 2022). Net income: ₹3.00b (up 173% from 2Q 2022). Profit margin: 22% (up from 11% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 2.2% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.공시 • Oct 07GHCL Limited to Report Q2, 2023 Results on Oct 31, 2022GHCL Limited announced that they will report Q2, 2023 results on Oct 31, 2022Buying Opportunity • Sep 28Now 21% undervaluedOver the last 90 days, the stock is up 13%. The fair value is estimated to be ₹808, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 9.0% in a year. Earnings is forecast to decline by 12% in the next year.Recent Insider Transactions • Sep 24Non-Executive Vice Chairman recently bought ₹2.0m worth of stockOn the 21st of September, Anurag Dalmia bought around 3k shares on-market at roughly ₹680 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Anurag's only on-market trade for the last 12 months.Recent Insider Transactions • Sep 16Insider recently sold ₹840k worth of stockOn the 13th of September, Deepika Abrol sold around 1k shares on-market at roughly ₹700 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹7.9m more than they bought in the last 12 months.Buying Opportunity • Aug 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.8%. The fair value is estimated to be ₹778, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 9.0% in a year. Earnings is forecast to decline by 12% in the next year.Recent Insider Transactions • Aug 14Senior Vice President of Finance recently bought ₹252k worth of stockOn the 10th of August, Manish Shah bought around 400 shares on-market at roughly ₹629 per share. In the last 3 months, they made an even bigger purchase worth ₹378k. Despite this recent purchase, insiders have collectively sold ₹6.4m more in shares than they bought in the last 12 months.Recent Insider Transactions • Aug 06Senior Vice President of Finance recently bought ₹378k worth of stockOn the 3rd of August, Manish Shah bought around 600 shares on-market at roughly ₹630 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold ₹6.6m more in shares than they bought in the last 12 months.Buying Opportunity • Aug 02Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 3.1%. The fair value is estimated to be ₹781, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to decline by 5.6% in a year. Earnings is forecast to decline by 22% in the next year.Reported Earnings • Jul 29First quarter 2023 earnings released: EPS: ₹73.44 (vs ₹10.80 in 1Q 2022)First quarter 2023 results: EPS: ₹73.44 (up from ₹10.80 in 1Q 2022). Revenue: ₹13.7b (up 61% from 1Q 2022). Net income: ₹3.50b (up 242% from 1Q 2022). Profit margin: 26% (up from 12% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 5.7% compared to a 15% growth forecast for the industry in India. 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 46% per year, which means it is tracking significantly ahead of earnings growth.공시 • Jul 16GHCL Limited to Report Q1, 2023 Results on Jul 28, 2022GHCL Limited announced that they will report Q1, 2023 results on Jul 28, 2022Recent Insider Transactions • Jul 02Board Member recently bought ₹899k worth of stockOn the 28th of June, Neelabh Dalmia bought around 2k shares on-market at roughly ₹580 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold ₹6.1m more in shares than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Jun 22Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₹548, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 23x in the Chemicals industry in India. Total returns to shareholders of 146% over the past three years.Recent Insider Transactions • Jun 22Insider recently sold ₹660k worth of stockOn the 16th of June, M. Sivabalasubramanian sold around 1k shares on-market at roughly ₹660 per share. In the last 3 months, they made an even bigger sale worth ₹1.9m. Insiders have been net sellers, collectively disposing of ₹7.0m more than they bought in the last 12 months.Upcoming Dividend • Jun 15Upcoming dividend of ₹15.00 per shareEligible shareholders must have bought the stock before 22 June 2022. Payment date: 30 July 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Indian dividend payers (1.8%). Higher than average of industry peers (0.8%).Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 5 highly experienced directors. Independent Director Manoj Vaish was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • May 26Insider recently sold ₹1.3m worth of stockOn the 20th of May, M. Sivabalasubramanian sold around 2k shares on-market at roughly ₹633 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹3.1m more than they bought in the last 12 months.Recent Insider Transactions • May 08Insider recently sold ₹445k worth of stockOn the 5th of May, M. Sivabalasubramanian sold around 679 shares on-market at roughly ₹655 per share. In the last 3 months, there was an even bigger sale from another insider worth ₹763k. Insiders have been net sellers, collectively disposing of ₹1.9m more than they bought in the last 12 months.Reported Earnings • May 04Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: ₹62.81 (up from ₹34.32 in FY 2021). Revenue: ₹37.8b (up 30% from FY 2021). Net income: ₹5.98b (up 84% from FY 2021). Profit margin: 16% (up from 11% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.3%. Earnings per share (EPS) also surpassed analyst estimates by 46%. Over the next year, revenue is forecast to stay flat compared to a 21% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.Board Change • May 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 5 highly experienced directors. Independent Director Manoj Vaish was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • May 02+ 2 more updatesGHCL Limited Recommends Special Dividend for the Financial Year Ended March 31, 2022, Payable on or After July 4, 2022GHCL Limited announced that the Board of Directors in their just concluded meeting held on April 30, 2022, recommended a special dividend of INR 5 per share of INR 10 each (150% on the paid up equity capital) for the financial year ended March 31, 2022. Dividend will be paid on or after July 4, 2022, if approved by the members in the upcoming Annual General Meeting.Price Target Changed • Apr 27Price target increased to ₹486Up from ₹154, the current price target is provided by 1 analyst. New target price is 19% below last closing price of ₹601. Stock is up 155% over the past year. The company is forecast to post earnings per share of ₹46.30 for next year compared to ₹34.32 last year.공시 • Apr 08GHCL Limited to Report Fiscal Year 2022 Final Results on Apr 30, 2022GHCL Limited announced that they will report fiscal year 2022 final results on Apr 30, 2022Recent Insider Transactions • Apr 05Insider recently sold ₹654k worth of stockOn the 30th of March, M. Sivabalasubramanian sold around 1k shares on-market at roughly ₹542 per share. In the last 3 months, there was an even bigger sale from another insider worth ₹763k. Insiders have been net sellers, collectively disposing of ₹1.4m more than they bought in the last 12 months.Buying Opportunity • Mar 29Now 21% undervaluedOver the last 90 days, the stock is up 46%. The fair value is estimated to be ₹693, 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 grown by 4.1% per annum over the last 3 years.Recent Insider Transactions • Mar 16Insider recently sold ₹763k worth of stockOn the 14th of March, Rupesh Mundhra sold around 2k shares on-market at roughly ₹509 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹494, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 25x in the Chemicals industry in India. Total returns to shareholders of 128% over the past three years.공시 • Jan 29GHCL Limited to Report Q3, 2022 Results on Jan 27, 2022GHCL Limited announced that they will report Q3, 2022 results on Jan 27, 2022Reported Earnings • Jan 28Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: ₹16.07 (up from ₹12.37 in 3Q 2021). Revenue: ₹10.1b (up 24% from 3Q 2021). Net income: ₹1.53b (up 30% from 3Q 2021). Profit margin: 15% (in line with 3Q 2021). Revenue exceeded analyst estimates by 5.4%. Earnings per share (EPS) also surpassed analyst estimates by 32%. Over the next year, revenue is expected to shrink by 4.6% compared to a 19% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.Buying Opportunity • Jan 24Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 4.9%. The fair value is estimated to be ₹542, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last year. Earnings per share has grown by 60% over the last year.Reported Earnings • Nov 01Second quarter 2022 earnings released: EPS ₹11.55 (vs ₹8.89 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: ₹9.83b (up 22% from 2Q 2021). Net income: ₹1.10b (up 30% from 2Q 2021). Profit margin: 11% (in line with 2Q 2021).Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹439, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 34x in the Chemicals industry in India. Total returns to shareholders of 120% over the past three years.Valuation Update With 7 Day Price Move • Aug 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹375, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 32x in the Chemicals industry in India. Total returns to shareholders of 57% over the past three years.Price Target Changed • Aug 23Price target increased to ₹438Up from ₹154, the current price target is provided by 1 analyst. New target price is 36% above last closing price of ₹323. Stock is up 87% over the past year.공시 • May 24GHCL Limited Announces Temporary Closure of Business Operations At the Yarn Division Plants At Paravai & Manaparai in Tamil NaduGHCL Limited announced that pursuant to Regulation 30 of SEBI Regulations, 2015 read with Para B of Part A of Schedule III of said regulations, intimation be and is hereby given that as per the direction of Govt. of Tamil Nadu vide their Notification G.O. (Ms) No. 386 dated May 22, 2021 issued by department of Revenue and Disaster Management (DM-IV) the company has taken a decision for temporary closure of its Yarn Division located in Paravai & Manaparai from 4.00 A.M on May 24, 2021 till 6.00 A.M. on May 31, 2021 As per the current situation, business operations at said plants of Yarn division will be commenced on May 31, 2021 after 6.00 A.M. as usual. In order to ensure health and safety of the company's employees advised has also been issued to follow Covid-19 protocol and maintain social distancing, adequate sanitisation and masking.Reported Earnings • May 02Full year 2021 earnings released: EPS ₹34.32 (vs ₹40.51 in FY 2020)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: ₹29.3b (down 11% from FY 2020). Net income: ₹3.26b (down 18% from FY 2020). Profit margin: 11% (in line with FY 2020). Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 5% per year.공시 • Apr 29GHCL Limited Recommends Dividend for the Financial Year Ended March 31, 2021, Payable on or After June 23, 2021GHCL Limited announced that at its board meeting held on April 28, 2021, it has recommended Dividend of INR 5.50 per share (i.e.55 % on paid up capital) for the financial year ended March 31, 2021. Dividend will be paid on or after June 23, 2021,if approved by the members in the upcoming Annual General Meeting.Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹253, the stock is trading at a trailing P/E ratio of 7.9x, up from the previous P/E ratio of 6.7x. This compares to an average P/E of 17x in the Chemicals industry in India. Total returns to shareholders over the past three years were flat.Recent Insider Transactions • Mar 03Insider recently sold ₹253k worth of stockOn the 23rd of February, Pavuluru Rao sold around 1k shares on-market at roughly ₹217 per share. In the last 3 months, there was an even bigger sale from another insider worth ₹2.2m. Insiders have been net sellers, collectively disposing of ₹764k more than they bought in the last 12 months.공시 • Feb 26GHCL Limited, Annual General Meeting, Apr 08, 2021GHCL Limited, Annual General Meeting, Apr 08, 2021, at 09:30 Indian Standard Time.매출 및 비용 세부 내역GHCL가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이BSE:500171 매출, 비용 및 순이익 (INR Millions)날짜매출순이익일반관리비연구개발비31 Mar 2630,6424,7251,191031 Dec 2530,5525,0711,247030 Sep 2530,7745,6951,241030 Jun 2531,4896,1761,222031 Mar 2531,8356,2421,190031 Dec 2432,2545,9881,138030 Sep 2432,4515,3021,125030 Jun 2432,5845,1821,170031 Mar 2434,4657,9391,157031 Dec 2337,3889,1981,261030 Sep 2340,43110,7401,344030 Jun 2344,14112,2061,366031 Mar 2345,50911,1581,367031 Dec 2253,01311,6591,896030 Sep 2250,24310,7121,758030 Jun 2244,4618,6401,657031 Mar 2230,5214,4601,116031 Dec 2136,3494,5841,950030 Sep 2134,7824,4131,931030 Jun 2133,0214,1581,882031 Mar 2124,9123,0681,343031 Dec 2028,1432,9981,933030 Sep 2028,3952,7921,951030 Jun 2028,6853,1162,056031 Mar 2033,0513,9662,191031 Dec 1934,7254,3032,289030 Sep 1934,7924,3432,363030 Jun 1934,7073,8532,359031 Mar 1933,4133,5062,309031 Mar 1829,1923,5642,053031 Mar 1727,8383,8011,871031 Mar 1625,3072,5781,5160양질의 수익: 500171는 고품질 수익을 보유하고 있습니다.이익 마진 증가: 500171의 현재 순 이익률 (15.4%)은 지난해 (19.6%)보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 500171의 수익은 지난 5년 동안 연평균 0.5% 감소했습니다.성장 가속화: 500171은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.수익 대 산업: 500171은 지난 1년 동안 수익이 감소(-24.3%)하여 Chemicals 업계 평균(10.1%)과 비교하기 어렵습니다.자기자본이익률높은 ROE: 500171의 자본 수익률(13.3%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YMaterials 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 13:48종가2026/05/22 00:00수익2026/03/31연간 수익2026/03/31데이터 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 소스GHCL Limited는 3명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Prathamesh MasdekarBP Wealth Management Private Limitednull nullEmkay Global Financial Services Ltd.Meet VoraEmkay Global Financial Services Ltd.
Reported Earnings • May 06Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: ₹50.17 (down from ₹65.50 in FY 2025). Revenue: ₹31.4b (down 1.4% from FY 2025). Net income: ₹4.72b (down 24% from FY 2025). Profit margin: 15% (down from 20% in FY 2025). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
공시 • Apr 08GHCL Limited to Report Q4, 2026 Results on May 05, 2026GHCL Limited announced that they will report Q4, 2026 results on May 05, 2026
Reported Earnings • Jan 30Third quarter 2026 earnings released: EPS: ₹11.26 (vs ₹17.70 in 3Q 2025)Third quarter 2026 results: EPS: ₹11.26 (down from ₹17.70 in 3Q 2025). Revenue: ₹7.73b (flat on 3Q 2025). Net income: ₹1.06b (down 37% from 3Q 2025). Profit margin: 14% (down from 22% in 3Q 2025). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
공시 • Jan 07GHCL Limited to Report Q3, 2026 Results on Jan 29, 2026GHCL Limited announced that they will report Q3, 2026 results on Jan 29, 2026
Reported Earnings • Nov 02Second quarter 2026 earnings: EPS and revenues miss analyst expectationsSecond quarter 2026 results: EPS: ₹11.16 (down from ₹16.28 in 2Q 2025). Revenue: ₹7.38b (down 6.9% from 2Q 2025). Net income: ₹1.07b (down 31% from 2Q 2025). Profit margin: 14% (down from 20% in 2Q 2025). Revenue missed analyst estimates by 6.2%. Earnings per share (EPS) also missed analyst estimates by 23%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
공시 • Oct 29GHCL Limited to Report Q2, 2026 Results on Nov 01, 2025GHCL Limited announced that they will report Q2, 2026 results at 9:08 AM, Indian Standard Time on Nov 01, 2025
Reported Earnings • May 06Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: ₹50.17 (down from ₹65.50 in FY 2025). Revenue: ₹31.4b (down 1.4% from FY 2025). Net income: ₹4.72b (down 24% from FY 2025). Profit margin: 15% (down from 20% in FY 2025). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
공시 • May 05GHCL Limited, Annual General Meeting, Jun 25, 2026GHCL Limited, Annual General Meeting, Jun 25, 2026.
공시 • Apr 08GHCL Limited to Report Q4, 2026 Results on May 05, 2026GHCL Limited announced that they will report Q4, 2026 results on May 05, 2026
Reported Earnings • Jan 30Third quarter 2026 earnings released: EPS: ₹11.26 (vs ₹17.70 in 3Q 2025)Third quarter 2026 results: EPS: ₹11.26 (down from ₹17.70 in 3Q 2025). Revenue: ₹7.73b (flat on 3Q 2025). Net income: ₹1.06b (down 37% from 3Q 2025). Profit margin: 14% (down from 22% in 3Q 2025). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
공시 • Jan 07GHCL Limited to Report Q3, 2026 Results on Jan 29, 2026GHCL Limited announced that they will report Q3, 2026 results on Jan 29, 2026
Price Target Changed • Nov 15Price target decreased by 8.5% to ₹751Down from ₹820, the current price target is an average from 2 analysts. New target price is 24% above last closing price of ₹606. Stock is up 5.6% over the past year. The company is forecast to post earnings per share of ₹61.60 for next year compared to ₹65.50 last year.
Reported Earnings • Nov 02Second quarter 2026 earnings: EPS and revenues miss analyst expectationsSecond quarter 2026 results: EPS: ₹11.16 (down from ₹16.28 in 2Q 2025). Revenue: ₹7.38b (down 6.9% from 2Q 2025). Net income: ₹1.07b (down 31% from 2Q 2025). Profit margin: 14% (down from 20% in 2Q 2025). Revenue missed analyst estimates by 6.2%. Earnings per share (EPS) also missed analyst estimates by 23%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
공시 • Oct 29GHCL Limited to Report Q2, 2026 Results on Nov 01, 2025GHCL Limited announced that they will report Q2, 2026 results at 9:08 AM, Indian Standard Time on Nov 01, 2025
Reported Earnings • Aug 01First quarter 2026 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2026 results: EPS: ₹15.10 (down from ₹15.81 in 1Q 2025). Revenue: ₹8.23b (down 1.0% from 1Q 2025). Net income: ₹1.44b (down 4.3% from 1Q 2025). Profit margin: 18% (in line with 1Q 2025). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Jul 10Upcoming dividend of ₹12.00 per shareEligible shareholders must have bought the stock before 17 July 2025. Payment date: 24 July 2025. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 2.0%. Within top quartile of Indian dividend payers (1.2%). Higher than average of industry peers (0.7%).
공시 • Jul 02GHCL Limited to Report Q1, 2026 Results on Jul 31, 2025GHCL Limited announced that they will report Q1, 2026 results on Jul 31, 2025
Reported Earnings • Jun 26Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: ₹65.50 (down from ₹83.43 in FY 2024). Revenue: ₹31.8b (down 7.6% from FY 2024). Net income: ₹6.24b (down 21% from FY 2024). Profit margin: 20% (down from 23% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) exceeded analyst estimates by 2.1%. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
공시 • May 30GHCL Limited announces Annual dividend, payable on July 24, 2025GHCL Limited announced Annual dividend of INR 12.0000 per share payable on July 24, 2025, ex-date on July 17, 2025 and record date on July 17, 2025.
Reported Earnings • May 10Full year 2025 earnings: EPS in line with expectations, revenues disappointFull year 2025 results: EPS: ₹65.50 (down from ₹83.43 in FY 2024). Revenue: ₹32.7b (down 5.1% from FY 2024). Net income: ₹6.24b (down 21% from FY 2024). Profit margin: 19% (down from 23% in FY 2024). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
공시 • May 08GHCL Limited, Annual General Meeting, Jul 24, 2025GHCL Limited, Annual General Meeting, Jul 24, 2025.
공시 • Apr 14GHCL Limited to Report Fiscal Year 2025 Final Results on May 08, 2025GHCL Limited announced that they will report fiscal year 2025 final results After-Market on May 08, 2025
Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: ₹17.70 (vs ₹10.50 in 3Q 2024)Third quarter 2025 results: EPS: ₹17.70 (up from ₹10.50 in 3Q 2024). Revenue: ₹8.43b (up 5.7% from 3Q 2024). Net income: ₹1.68b (up 69% from 3Q 2024). Profit margin: 20% (up from 13% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
공시 • Jan 14GHCL Limited to Report Q3, 2025 Results on Jan 31, 2025GHCL Limited announced that they will report Q3, 2025 results on Jan 31, 2025
Recent Insider Transactions • Dec 17Insider recently sold ₹2.2m worth of stockOn the 12th of December, Bhuwneshwar Mishra sold around 3k shares on-market at roughly ₹739 per share. This transaction amounted to 8.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought ₹2.2m more than they sold in the last 12 months.
Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹740, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 31x in the Chemicals industry in India. Total returns to shareholders of 145% over the past three years.
Reported Earnings • Oct 30Second quarter 2025 earnings released: EPS: ₹16.28 (vs ₹15.01 in 2Q 2024)Second quarter 2025 results: EPS: ₹16.28 (up from ₹15.01 in 2Q 2024). Revenue: ₹8.10b (flat on 2Q 2024). Net income: ₹1.55b (up 8.4% from 2Q 2024). Profit margin: 19% (up from 18% in 2Q 2024). Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Chemicals industry in India. 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 13% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Oct 04GHCL Limited to Report Q2, 2025 Results on Oct 29, 2024GHCL Limited announced that they will report Q2, 2025 results on Oct 29, 2024
Reported Earnings • Aug 03First quarter 2025 earnings released: EPS: ₹15.81 (vs ₹44.82 in 1Q 2024)First quarter 2025 results: EPS: ₹15.81 (down from ₹44.82 in 1Q 2024). Revenue: ₹8.30b (down 18% from 1Q 2024). Net income: ₹1.51b (down 65% from 1Q 2024). Profit margin: 18% (down from 42% in 1Q 2024). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 9.9% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Chemicals industry in India. 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.
Valuation Update With 7 Day Price Move • Aug 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹629, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 36x in the Chemicals industry in India. Total returns to shareholders of 108% over the past three years.
공시 • Jul 11GHCL Limited to Report Q1, 2025 Results on Aug 01, 2024GHCL Limited announced that they will report Q1, 2025 results on Aug 01, 2024
Reported Earnings • Jun 19Full year 2024 earnings: EPS in line with expectations, revenues disappointFull year 2024 results: EPS: ₹83.43 (down from ₹117 in FY 2023). Revenue: ₹34.5b (down 24% from FY 2023). Net income: ₹7.94b (down 29% from FY 2023). Profit margin: 23% (down from 25% in FY 2023). Revenue missed analyst estimates by 8.8%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 6.0% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Jun 10Board Member recently bought ₹249k worth of stockOn the 4th of June, Neelabh Dalmia bought around 501 shares on-market at roughly ₹496 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth ₹497k. Despite this recent purchase, insiders have collectively sold ₹4.5m more in shares than they bought in the last 12 months.
Declared Dividend • May 27Dividend reduced to ₹12.00Dividend of ₹12.00 is 31% lower than last year. Ex-date: 1st July 2024 Payment date: 7th August 2024 Dividend yield will be 2.3%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 7.4% over the next 2 years. However, it would need to fall by 84% to increase the payout ratio to a potentially unsustainable range.
New Risk • May 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.5% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 3.5% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
공시 • May 08GHCL Limited, Annual General Meeting, Jul 08, 2024GHCL Limited, Annual General Meeting, Jul 08, 2024.
Reported Earnings • May 07Full year 2024 earnings: EPS in line with expectations, revenues disappointFull year 2024 results: EPS: ₹83.43 (down from ₹117 in FY 2023). Revenue: ₹35.0b (down 23% from FY 2023). Net income: ₹7.94b (down 29% from FY 2023). Profit margin: 23% (down from 25% in FY 2023). Revenue missed analyst estimates by 8.8%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
공시 • Apr 10GHCL Limited to Report Q4, 2024 Results on May 06, 2024GHCL Limited announced that they will report Q4, 2024 results on May 06, 2024
Recent Insider Transactions • Apr 02Board Member recently bought ₹497k worth of stockOn the 28th of March, Neelabh Dalmia bought around 1k shares on-market at roughly ₹451 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth ₹2.5m. Despite this recent purchase, insiders have collectively sold ₹3.8m more in shares than they bought in the last 12 months.
Recent Insider Transactions • Mar 26Insider recently bought ₹89k worth of stockOn the 22nd of March, Manoj Ishwar bought around 200 shares on-market at roughly ₹443 per share. This trade did not impact their existing holding. In the last 3 months, there was an even bigger purchase from another insider worth ₹2.5m. Despite this recent purchase, insiders have collectively sold ₹4.3m more in shares than they bought in the last 12 months.
Recent Insider Transactions • Mar 09Non-Executive Chairman recently bought ₹2.5m worth of stockOn the 5th of March, Anurag Dalmia bought around 5k shares on-market at roughly ₹510 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Anurag's only on-market trade for the last 12 months.
Price Target Changed • Feb 22Price target decreased by 8.6% to ₹660Down from ₹722, the current price target is provided by 1 analyst. New target price is 29% above last closing price of ₹512. The company is forecast to post earnings per share of ₹83.20 for next year compared to ₹117 last year.
Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: ₹10.50 (vs ₹25.93 in 3Q 2023)Third quarter 2024 results: EPS: ₹10.50 (down from ₹25.93 in 3Q 2023). Revenue: ₹8.13b (down 37% from 3Q 2023). Net income: ₹998.5m (down 60% from 3Q 2023). Profit margin: 12% (down from 19% in 3Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 44% per year whereas the company’s share price has increased by 40% per year.
공시 • Jan 11GHCL Limited to Report Q3, 2024 Results on Feb 03, 2024GHCL Limited announced that they will report Q3, 2024 results on Feb 03, 2024
Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: ₹15.01 (vs ₹31.46 in 2Q 2023)Second quarter 2024 results: EPS: ₹15.01 (down from ₹31.46 in 2Q 2023). Revenue: ₹8.05b (down 42% from 2Q 2023). Net income: ₹1.43b (down 53% from 2Q 2023). Profit margin: 18% (down from 22% in 2Q 2023). Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 52% per year whereas the company’s share price has increased by 49% per year.
공시 • Oct 18GHCL Limited to Report Q2, 2024 Results on Nov 07, 2023GHCL Limited announced that they will report Q2, 2024 results at 12:08 PM, Indian Standard Time on Nov 07, 2023
Recent Insider Transactions • Sep 13President & COO of Soda Ash recently sold ₹6.2m worth of stockOn the 8th of September, N. Radia sold around 10k shares on-market at roughly ₹620 per share. This transaction amounted to 9.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹2.4m more than they bought in the last 12 months.
Recent Insider Transactions • Aug 28Chief Human Resource Officer recently sold ₹412k worth of stockOn the 24th of August, Biswarup Goswami sold around 800 shares on-market at roughly ₹516 per share. This transaction amounted to 80% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹1.2m. Despite this recent sale, insiders have collectively bought ₹2.2m more than they sold in the last 12 months.
New Risk • Aug 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 20% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 20% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Aug 08First quarter 2024 earnings released: EPS: ₹44.82 (vs ₹36.72 in 1Q 2023)First quarter 2024 results: EPS: ₹44.82 (up from ₹36.72 in 1Q 2023). Revenue: ₹10.2b (down 26% from 1Q 2023). Net income: ₹4.26b (up 22% from 1Q 2023). Profit margin: 42% (up from 26% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 56% per year whereas the company’s share price has increased by 54% per year.
공시 • Jul 28GHCL Limited to Report Q1, 2024 Results on Aug 07, 2023GHCL Limited announced that they will report Q1, 2024 results at 12:08 PM, Indian Standard Time on Aug 07, 2023
Recent Insider Transactions • Jun 28Vice President of Finance & Account recently sold ₹1.2m worth of stockOn the 26th of June, Manish Shah sold around 2k shares on-market at roughly ₹507 per share. This transaction amounted to 55% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought ₹3.7m more than they sold in the last 12 months.
Upcoming Dividend • Jun 16Upcoming dividend of ₹17.50 per share at 3.5% yieldEligible shareholders must have bought the stock before 23 June 2023. Payment date: 31 July 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 3.5%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.9%).
Buying Opportunity • Jun 12Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.3%. The fair value is estimated to be ₹612, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 52%. Revenue is forecast to grow by 9.5% in 2 years. Earnings is forecast to decline by 17% in the next 2 years.
Reported Earnings • Jun 11Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: ₹117 (up from ₹46.82 in FY 2022). Revenue: ₹45.5b (up 49% from FY 2022). Net income: ₹11.2b (up 150% from FY 2022). Profit margin: 25% (up from 15% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 13%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 52% per year whereas the company’s share price has increased by 53% per year.
Recent Insider Transactions • Jun 05Board Member recently bought ₹998k worth of stockOn the 2nd of June, Neelabh Dalmia bought around 2k shares on-market at roughly ₹487 per share. This transaction amounted to 1.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₹3.3m more in shares than they have sold in the last 12 months.
Reported Earnings • May 01Full year 2023 earnings released: EPS: ₹117 (vs ₹62.81 in FY 2022)Full year 2023 results: EPS: ₹117 (up from ₹62.81 in FY 2022). Revenue: ₹45.8b (up 21% from FY 2022). Net income: ₹11.2b (up 87% from FY 2022). Profit margin: 24% (up from 16% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.5% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has increased by 69% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Feb 09Price target decreased by 14% to ₹644Down from ₹745, the current price target is provided by 1 analyst. New target price is 27% above last closing price of ₹506. Stock is up 10% over the past year. The company is forecast to post earnings per share of ₹107 for next year compared to ₹62.81 last year.
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: ₹25.93 (vs ₹16.07 in 3Q 2022)Third quarter 2023 results: EPS: ₹25.93 (up from ₹16.07 in 3Q 2022). Revenue: ₹12.9b (up 28% from 3Q 2022). Net income: ₹2.48b (up 62% from 3Q 2022). Profit margin: 19% (up from 15% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.3% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
공시 • Jan 14GHCL Limited to Report Q3, 2023 Results on Jan 31, 2023GHCL Limited announced that they will report Q3, 2023 results at 12:08 PM, Indian Standard Time on Jan 31, 2023
Recent Insider Transactions • Jan 04Insider recently bought ₹77k worth of stockOn the 30th of December, Ankita Gupta bought around 150 shares on-market at roughly ₹511 per share. This transaction increased Ankita Gupta's direct individual holding by 6x at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth ₹709k. Despite this recent purchase, insiders have collectively sold ₹3.4m more in shares than they bought in the last 12 months.
Recent Insider Transactions • Dec 15Board Member recently bought ₹534k worth of stockOn the 9th of December, Neelabh Dalmia bought around 1k shares on-market at roughly ₹534 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth ₹2.0m. Despite this recent purchase, insiders have collectively sold ₹5.1m more in shares than they bought in the last 12 months.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 6 highly experienced directors. Lead Independent Director Manoj Vaish was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 02Second quarter 2023 earnings: EPS misses analyst expectationsSecond quarter 2023 results: EPS: ₹31.46 (up from ₹11.55 in 2Q 2022). Revenue: ₹13.9b (up 41% from 2Q 2022). Net income: ₹3.00b (up 173% from 2Q 2022). Profit margin: 22% (up from 11% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 2.2% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Oct 07GHCL Limited to Report Q2, 2023 Results on Oct 31, 2022GHCL Limited announced that they will report Q2, 2023 results on Oct 31, 2022
Buying Opportunity • Sep 28Now 21% undervaluedOver the last 90 days, the stock is up 13%. The fair value is estimated to be ₹808, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 9.0% in a year. Earnings is forecast to decline by 12% in the next year.
Recent Insider Transactions • Sep 24Non-Executive Vice Chairman recently bought ₹2.0m worth of stockOn the 21st of September, Anurag Dalmia bought around 3k shares on-market at roughly ₹680 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Anurag's only on-market trade for the last 12 months.
Recent Insider Transactions • Sep 16Insider recently sold ₹840k worth of stockOn the 13th of September, Deepika Abrol sold around 1k shares on-market at roughly ₹700 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹7.9m more than they bought in the last 12 months.
Buying Opportunity • Aug 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.8%. The fair value is estimated to be ₹778, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 9.0% in a year. Earnings is forecast to decline by 12% in the next year.
Recent Insider Transactions • Aug 14Senior Vice President of Finance recently bought ₹252k worth of stockOn the 10th of August, Manish Shah bought around 400 shares on-market at roughly ₹629 per share. In the last 3 months, they made an even bigger purchase worth ₹378k. Despite this recent purchase, insiders have collectively sold ₹6.4m more in shares than they bought in the last 12 months.
Recent Insider Transactions • Aug 06Senior Vice President of Finance recently bought ₹378k worth of stockOn the 3rd of August, Manish Shah bought around 600 shares on-market at roughly ₹630 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold ₹6.6m more in shares than they bought in the last 12 months.
Buying Opportunity • Aug 02Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 3.1%. The fair value is estimated to be ₹781, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to decline by 5.6% in a year. Earnings is forecast to decline by 22% in the next year.
Reported Earnings • Jul 29First quarter 2023 earnings released: EPS: ₹73.44 (vs ₹10.80 in 1Q 2022)First quarter 2023 results: EPS: ₹73.44 (up from ₹10.80 in 1Q 2022). Revenue: ₹13.7b (up 61% from 1Q 2022). Net income: ₹3.50b (up 242% from 1Q 2022). Profit margin: 26% (up from 12% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 5.7% compared to a 15% growth forecast for the industry in India. 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 46% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Jul 16GHCL Limited to Report Q1, 2023 Results on Jul 28, 2022GHCL Limited announced that they will report Q1, 2023 results on Jul 28, 2022
Recent Insider Transactions • Jul 02Board Member recently bought ₹899k worth of stockOn the 28th of June, Neelabh Dalmia bought around 2k shares on-market at roughly ₹580 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold ₹6.1m more in shares than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Jun 22Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₹548, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 23x in the Chemicals industry in India. Total returns to shareholders of 146% over the past three years.
Recent Insider Transactions • Jun 22Insider recently sold ₹660k worth of stockOn the 16th of June, M. Sivabalasubramanian sold around 1k shares on-market at roughly ₹660 per share. In the last 3 months, they made an even bigger sale worth ₹1.9m. Insiders have been net sellers, collectively disposing of ₹7.0m more than they bought in the last 12 months.
Upcoming Dividend • Jun 15Upcoming dividend of ₹15.00 per shareEligible shareholders must have bought the stock before 22 June 2022. Payment date: 30 July 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Indian dividend payers (1.8%). Higher than average of industry peers (0.8%).
Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 5 highly experienced directors. Independent Director Manoj Vaish was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • May 26Insider recently sold ₹1.3m worth of stockOn the 20th of May, M. Sivabalasubramanian sold around 2k shares on-market at roughly ₹633 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹3.1m more than they bought in the last 12 months.
Recent Insider Transactions • May 08Insider recently sold ₹445k worth of stockOn the 5th of May, M. Sivabalasubramanian sold around 679 shares on-market at roughly ₹655 per share. In the last 3 months, there was an even bigger sale from another insider worth ₹763k. Insiders have been net sellers, collectively disposing of ₹1.9m more than they bought in the last 12 months.
Reported Earnings • May 04Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: ₹62.81 (up from ₹34.32 in FY 2021). Revenue: ₹37.8b (up 30% from FY 2021). Net income: ₹5.98b (up 84% from FY 2021). Profit margin: 16% (up from 11% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.3%. Earnings per share (EPS) also surpassed analyst estimates by 46%. Over the next year, revenue is forecast to stay flat compared to a 21% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • May 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 5 highly experienced directors. Independent Director Manoj Vaish was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • May 02+ 2 more updatesGHCL Limited Recommends Special Dividend for the Financial Year Ended March 31, 2022, Payable on or After July 4, 2022GHCL Limited announced that the Board of Directors in their just concluded meeting held on April 30, 2022, recommended a special dividend of INR 5 per share of INR 10 each (150% on the paid up equity capital) for the financial year ended March 31, 2022. Dividend will be paid on or after July 4, 2022, if approved by the members in the upcoming Annual General Meeting.
Price Target Changed • Apr 27Price target increased to ₹486Up from ₹154, the current price target is provided by 1 analyst. New target price is 19% below last closing price of ₹601. Stock is up 155% over the past year. The company is forecast to post earnings per share of ₹46.30 for next year compared to ₹34.32 last year.
공시 • Apr 08GHCL Limited to Report Fiscal Year 2022 Final Results on Apr 30, 2022GHCL Limited announced that they will report fiscal year 2022 final results on Apr 30, 2022
Recent Insider Transactions • Apr 05Insider recently sold ₹654k worth of stockOn the 30th of March, M. Sivabalasubramanian sold around 1k shares on-market at roughly ₹542 per share. In the last 3 months, there was an even bigger sale from another insider worth ₹763k. Insiders have been net sellers, collectively disposing of ₹1.4m more than they bought in the last 12 months.
Buying Opportunity • Mar 29Now 21% undervaluedOver the last 90 days, the stock is up 46%. The fair value is estimated to be ₹693, 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 grown by 4.1% per annum over the last 3 years.
Recent Insider Transactions • Mar 16Insider recently sold ₹763k worth of stockOn the 14th of March, Rupesh Mundhra sold around 2k shares on-market at roughly ₹509 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹494, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 25x in the Chemicals industry in India. Total returns to shareholders of 128% over the past three years.
공시 • Jan 29GHCL Limited to Report Q3, 2022 Results on Jan 27, 2022GHCL Limited announced that they will report Q3, 2022 results on Jan 27, 2022
Reported Earnings • Jan 28Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: ₹16.07 (up from ₹12.37 in 3Q 2021). Revenue: ₹10.1b (up 24% from 3Q 2021). Net income: ₹1.53b (up 30% from 3Q 2021). Profit margin: 15% (in line with 3Q 2021). Revenue exceeded analyst estimates by 5.4%. Earnings per share (EPS) also surpassed analyst estimates by 32%. Over the next year, revenue is expected to shrink by 4.6% compared to a 19% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
Buying Opportunity • Jan 24Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 4.9%. The fair value is estimated to be ₹542, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last year. Earnings per share has grown by 60% over the last year.
Reported Earnings • Nov 01Second quarter 2022 earnings released: EPS ₹11.55 (vs ₹8.89 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: ₹9.83b (up 22% from 2Q 2021). Net income: ₹1.10b (up 30% from 2Q 2021). Profit margin: 11% (in line with 2Q 2021).
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹439, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 34x in the Chemicals industry in India. Total returns to shareholders of 120% over the past three years.
Valuation Update With 7 Day Price Move • Aug 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹375, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 32x in the Chemicals industry in India. Total returns to shareholders of 57% over the past three years.
Price Target Changed • Aug 23Price target increased to ₹438Up from ₹154, the current price target is provided by 1 analyst. New target price is 36% above last closing price of ₹323. Stock is up 87% over the past year.
공시 • May 24GHCL Limited Announces Temporary Closure of Business Operations At the Yarn Division Plants At Paravai & Manaparai in Tamil NaduGHCL Limited announced that pursuant to Regulation 30 of SEBI Regulations, 2015 read with Para B of Part A of Schedule III of said regulations, intimation be and is hereby given that as per the direction of Govt. of Tamil Nadu vide their Notification G.O. (Ms) No. 386 dated May 22, 2021 issued by department of Revenue and Disaster Management (DM-IV) the company has taken a decision for temporary closure of its Yarn Division located in Paravai & Manaparai from 4.00 A.M on May 24, 2021 till 6.00 A.M. on May 31, 2021 As per the current situation, business operations at said plants of Yarn division will be commenced on May 31, 2021 after 6.00 A.M. as usual. In order to ensure health and safety of the company's employees advised has also been issued to follow Covid-19 protocol and maintain social distancing, adequate sanitisation and masking.
Reported Earnings • May 02Full year 2021 earnings released: EPS ₹34.32 (vs ₹40.51 in FY 2020)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: ₹29.3b (down 11% from FY 2020). Net income: ₹3.26b (down 18% from FY 2020). Profit margin: 11% (in line with FY 2020). Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 5% per year.
공시 • Apr 29GHCL Limited Recommends Dividend for the Financial Year Ended March 31, 2021, Payable on or After June 23, 2021GHCL Limited announced that at its board meeting held on April 28, 2021, it has recommended Dividend of INR 5.50 per share (i.e.55 % on paid up capital) for the financial year ended March 31, 2021. Dividend will be paid on or after June 23, 2021,if approved by the members in the upcoming Annual General Meeting.
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹253, the stock is trading at a trailing P/E ratio of 7.9x, up from the previous P/E ratio of 6.7x. This compares to an average P/E of 17x in the Chemicals industry in India. Total returns to shareholders over the past three years were flat.
Recent Insider Transactions • Mar 03Insider recently sold ₹253k worth of stockOn the 23rd of February, Pavuluru Rao sold around 1k shares on-market at roughly ₹217 per share. In the last 3 months, there was an even bigger sale from another insider worth ₹2.2m. Insiders have been net sellers, collectively disposing of ₹764k more than they bought in the last 12 months.
공시 • Feb 26GHCL Limited, Annual General Meeting, Apr 08, 2021GHCL Limited, Annual General Meeting, Apr 08, 2021, at 09:30 Indian Standard Time.