Valuation Update With 7 Day Price Move • Jul 06
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₹8,263, the stock trades at a trailing P/E ratio of 28.8x. Average trailing P/E is 21x in the Chemicals industry in India. Total returns to shareholders of 429% over the past three years. Valuation Update With 7 Day Price Move • Jun 19
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹6,029, the stock trades at a trailing P/E ratio of 21x. Average trailing P/E is 21x in the Chemicals industry in India. Total returns to shareholders of 289% over the past three years. Reported Earnings • May 28
Full year 2026 earnings released: EPS: ₹287 (vs ₹249 in FY 2025) Full year 2026 results: EPS: ₹287 (up from ₹249 in FY 2025). Revenue: ₹5.39b (up 10% from FY 2025). Net income: ₹286.6m (up 15% from FY 2025). Profit margin: 5.3% (up from 5.1% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 23% 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 • May 18
Keltech Energies Limited to Report Q4, 2026 Results on May 27, 2026 Keltech Energies Limited announced that they will report Q4, 2026 results at 12:15 PM, Indian Standard Time on May 27, 2026 Valuation Update With 7 Day Price Move • Apr 10
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹3,710, the stock trades at a trailing P/E ratio of 13.7x. Average trailing P/E is 21x in the Chemicals industry in India. Total returns to shareholders of 251% over the past three years. 공시 • Feb 02
Keltech Energies Limited to Report Q3, 2026 Results on Feb 12, 2026 Keltech Energies Limited announced that they will report Q3, 2026 results on Feb 12, 2026 공시 • Nov 05
Keltech Energies Limited to Report Q2, 2026 Results on Nov 14, 2025 Keltech Energies Limited announced that they will report Q2, 2026 results on Nov 14, 2025 공시 • Aug 02
Keltech Energies Limited to Report Q1, 2026 Results on Aug 11, 2025 Keltech Energies Limited announced that they will report Q1, 2026 results on Aug 11, 2025 Declared Dividend • Jul 21
Dividend of ₹1.50 announced Dividend of ₹1.50 is the same as last year. Ex-date: 4th August 2025 Payment date: 8th September 2025 Dividend yield will be 0.03%, which is lower than the industry average of 0.8%. Reported Earnings • Jul 19
Full year 2025 earnings released: EPS: ₹249 (vs ₹194 in FY 2024) Full year 2025 results: EPS: ₹249 (up from ₹194 in FY 2024). Revenue: ₹4.89b (up 8.7% from FY 2024). Net income: ₹249.4m (up 28% from FY 2024). Profit margin: 5.1% (up from 4.3% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has increased by 89% per year, which means it is tracking significantly ahead of earnings growth. 공시 • Jul 18
Keltech Energies Limited, Annual General Meeting, Aug 11, 2025 Keltech Energies Limited, Annual General Meeting, Aug 11, 2025, at 15:00 Indian Standard Time. Location: taj residency, m.g. road, bengaluru, India 공시 • Jul 07
Keltech Energies Limited Announces Board Appointments, Both Effective from July 14, 2025 Keltech Energies Limited at its AGM held on July 7, 2025 approved the Appointment of Mr. Satish Vasant Ghatge (DIN: 00329266) as an Additional Non-Executive - Independent Director of the Company. Mr. Satish Vasant Ghatge is a Graduate in Engineering. He Is Having over 40 Years of Experience in the Management Which Are Involved in Logistic Services and Auto Dealerships. He Is Also Been Involved in the Development of Strong Management Software Which Is Being Used in Logistics Business. over the Years, Gained Immense Knowledge on Business Finance And General Management of Businesses. Approved the Appointment of Mr. Vasudev Narayan Tumbe (DIN: 10667983) as an Additional Non-Executive - Independent Director of the Company. R. Vasudev Narayan Tumbe Is M. Com, A.C.M. A (Cost Ccountant). He Is Having Total 37 Years of Experience. Joined Mahindra & Mahindra Ltd., Automotive Division, Mumbai in 1982 & After Working in Various Roles in Finance & Accounts, Costing, Budgeting & Mis. He Worked as Vice President, Finance & Accounts from 2008 O 2013. from July 2013 to Dec 2019, Was Vice President CFO At Ssangyong Motor Company, South Korea, a listed $3 Billion Subsidiary of Mahindra & Mahindra Ltd., Eporting to the CEO in Seoul & to the Chairman of the Board in India. He Worked as Director on the Board of Sy Auto Capital, Seoul, the Finance Arm of Ssangyong Motor Company from 2016-2019. in Korea, Served on the Board of the Indian Chamber of Commerce in Korea (Icck) from 2013 to 2019 & Was Chairman of Icck from Aug. 2017 to Dec 2019, Closely Working with the Indian Ambassador in South Korea to Promote India-Korea trade. Both Effective from July 14, 2025. New Risk • Jun 03
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 9.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.6% average weekly change). High level of non-cash earnings (58% accrual ratio). Minor Risk Market cap is less than US$100m (₹4.05b market cap, or US$47.4m). Valuation Update With 7 Day Price Move • Jun 03
Investor sentiment improves as stock rises 32% After last week's 32% share price gain to ₹4,613, the stock trades at a trailing P/E ratio of 18.5x. Average trailing P/E is 27x in the Chemicals industry in India. Total returns to shareholders of 561% over the past three years. Reported Earnings • May 24
Full year 2025 earnings released: EPS: ₹249 (vs ₹194 in FY 2024) Full year 2025 results: EPS: ₹249 (up from ₹194 in FY 2024). Revenue: ₹4.96b (up 10% from FY 2024). Net income: ₹249.4m (up 28% from FY 2024). Profit margin: 5.0% (up from 4.3% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has increased by 85% per year, which means it is tracking significantly ahead of earnings growth. 공시 • May 13
Keltech Energies Limited to Report Fiscal Year 2025 Results on May 23, 2025 Keltech Energies Limited announced that they will report fiscal year 2025 results on May 23, 2025 New Risk • Apr 08
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk Market cap is less than US$100m (₹3.37b market cap, or US$39.1m). Buy Or Sell Opportunity • Apr 01
Now 23% overvalued Over the last 90 days, the stock has fallen 15% to ₹2,965. The fair value is estimated to be ₹2,419, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 53%. Buy Or Sell Opportunity • Mar 06
Now 21% overvalued Over the last 90 days, the stock has fallen 24% to ₹2,932. The fair value is estimated to be ₹2,425, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 53%. New Risk • Mar 05
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.6% average weekly change). Market cap is less than US$100m (₹2.88b market cap, or US$33.1m). Valuation Update With 7 Day Price Move • Feb 28
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to ₹2,639, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 24x in the Chemicals industry in India. Total returns to shareholders of 351% over the past three years. Reported Earnings • Feb 13
Third quarter 2025 earnings released: EPS: ₹57.52 (vs ₹43.80 in 3Q 2024) Third quarter 2025 results: EPS: ₹57.52 (up from ₹43.80 in 3Q 2024). Revenue: ₹1.18b (up 24% from 3Q 2024). Net income: ₹57.5m (up 31% from 3Q 2024). Profit margin: 4.9% (up from 4.6% in 3Q 2024). The increase in margin was driven by higher revenue. 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 73% per year, which means it is tracking significantly ahead of earnings growth. Board Change • Feb 05
Less than half of directors are independent There are 4 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (3 non-independent directors). Non-Executive Chairman Vijay Chowgule is the most experienced director on the board, commencing their role in 2021. Non-Executive – Independent Director Janhavi Apte-Kothari was the last independent director to join the board, commencing their role in 2024. 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 • Feb 03
Keltech Energies Limited to Report Q3, 2025 Results on Feb 12, 2025 Keltech Energies Limited announced that they will report Q3, 2025 results on Feb 12, 2025 공시 • Dec 02
Keltech Energies Limited Approves Appointment of Rachana Salavant as Company Secretary, Effective 16 December, 2024 Keltech Energies Limited announced at the board meeting held on December 2, 2024, approved appointment of Ms. Rachana Salavant with effect from 16 December, 2024 as Company Secretary and Compliance officer of the Company. Reported Earnings • Nov 12
Second quarter 2025 earnings released: EPS: ₹55.56 (vs ₹39.42 in 2Q 2024) Second quarter 2025 results: EPS: ₹55.56 (up from ₹39.42 in 2Q 2024). Revenue: ₹1.02b (up 5.9% from 2Q 2024). Net income: ₹55.6m (up 41% from 2Q 2024). Profit margin: 5.4% (up from 4.1% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has increased by 70% per year, which means it is tracking significantly ahead of earnings growth. 공시 • Nov 04
Keltech Energies Limited to Report Q2, 2025 Results on Nov 11, 2024 Keltech Energies Limited announced that they will report Q2, 2025 results on Nov 11, 2024 Valuation Update With 7 Day Price Move • Oct 14
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to ₹4,322, the stock trades at a trailing P/E ratio of 20.3x. Average trailing P/E is 35x in the Chemicals industry in India. Total returns to shareholders of 446% over the past three years. 공시 • Aug 07
Keltech Energies Limited to Report Q1, 2025 Results on Aug 12, 2024 Keltech Energies Limited announced that they will report Q1, 2025 results at 12:15 PM, Indian Standard Time on Aug 12, 2024 공시 • Aug 02
Keltech Energies Limited to Report Q1, 2025 Results on Aug 08, 2024 Keltech Energies Limited announced that they will report Q1, 2025 results on Aug 08, 2024 Valuation Update With 7 Day Price Move • Jul 30
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹3,957, the stock trades at a trailing P/E ratio of 20.4x. Average trailing P/E is 35x in the Chemicals industry in India. Total returns to shareholders of 320% over the past three years. 공시 • Jul 25
Keltech Energies Limited Announces Cessation of Arati Sanjaya Saran as Non-Executive Independent Director Keltech Energies Limited announced that the Mrs. Arati Sanjaya Saran (DIN: 01157284) has ceased to be Non-Executive Independent Director of the Company with effect from close of business hours of July 24, 2024, due to completion of second term of five consecutive years. Reason for change: Due to completion of tenure. Reported Earnings • Jul 22
Full year 2024 earnings released: EPS: ₹194 (vs ₹119 in FY 2023) Full year 2024 results: EPS: ₹194 (up from ₹119 in FY 2023). Revenue: ₹4.50b (down 20% from FY 2023). Net income: ₹194.1m (up 63% from FY 2023). Profit margin: 4.3% (up from 2.1% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 62% per year, which means it is significantly lagging earnings growth. 공시 • Jul 18
Keltech Energies Limited, Annual General Meeting, Aug 09, 2024 Keltech Energies Limited, Annual General Meeting, Aug 09, 2024, at 15:00 Indian Standard Time. Declared Dividend • Jul 18
Dividend of ₹1.50 announced Dividend of ₹1.50 is the same as last year. Ex-date: 2nd August 2024 Payment date: 8th September 2024 Dividend yield will be 0.04%, which is lower than the industry average of 0.8%. Payout Ratios Payout ratio: 0.7727%. Cash payout ratio: 0.3576%. 공시 • May 15
Keltech Energies Limited Recommends Final Dividend for the Financial Year 2023- 24 Keltech Energies Limited announced that at the board meeting held on May 14, 2024, the company recommended Final Dividend of INR 1.50 per share on 10,00,000 Equity Shares of INR 10/-each of the Company for the Financial Year 2023- 24, subject to the approval of the shareholders at the up coming 47th Annual General Meeting. 공시 • May 10
Keltech Energies Limited to Report Fiscal Year 2024 Results on May 14, 2024 Keltech Energies Limited announced that they will report fiscal year 2024 results on May 14, 2024 Valuation Update With 7 Day Price Move • May 02
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to ₹4,481, the stock trades at a trailing P/E ratio of 22.6x. Average trailing P/E is 31x in the Chemicals industry in India. Total returns to shareholders of 741% over the past three years. Valuation Update With 7 Day Price Move • Apr 10
Investor sentiment improves as stock rises 24% After last week's 24% share price gain to ₹3,396, the stock trades at a trailing P/E ratio of 17.2x. Average trailing P/E is 30x in the Chemicals industry in India. Total returns to shareholders of 592% over the past three years. Buy Or Sell Opportunity • Apr 05
Now 20% overvalued Over the last 90 days, the stock has fallen 4.0% to ₹2,924. The fair value is estimated to be ₹2,432, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 83%. Valuation Update With 7 Day Price Move • Feb 13
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₹2,365, the stock trades at a trailing P/E ratio of 11.9x. Average trailing P/E is 30x in the Chemicals industry in India. Total returns to shareholders of 345% over the past three years. Reported Earnings • Feb 03
Third quarter 2024 earnings released: EPS: ₹43.80 (vs ₹24.90 in 3Q 2023) Third quarter 2024 results: EPS: ₹43.80 (up from ₹24.90 in 3Q 2023). Revenue: ₹966.8m (down 36% from 3Q 2023). Net income: ₹43.8m (up 76% from 3Q 2023). Profit margin: 4.5% (up from 1.6% in 3Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 83% per year whereas the company’s share price has increased by 78% per year. 공시 • Jan 26
Keltech Energies Limited to Report Q3, 2024 Results on Feb 02, 2024 Keltech Energies Limited announced that they will report Q3, 2024 results on Feb 02, 2024 Valuation Update With 7 Day Price Move • Dec 21
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₹2,895, the stock trades at a trailing P/E ratio of 16.2x. Average trailing P/E is 29x in the Chemicals industry in India. Total returns to shareholders of 451% over the past three years. Reported Earnings • Nov 04
Second quarter 2024 earnings released Second quarter 2024 results: Revenue: ₹972.7m (down 14% from 2Q 2023). Net income: ₹39.4m (up ₹34.1m from 2Q 2023). Profit margin: 4.1% (up from 0.5% in 2Q 2023). The increase in margin was driven by lower expenses. 공시 • Nov 04
Keltech Energies Limited Appoints Poonam Choudhary as Company Secretary and Compliance Officer The board of directors of Keltech Energies Limited meeting held on November 3, 2023, pursuant to the recommendation of the Nomination & Remuneration Committee, approved the appointment of Ms. Poonam Choudhary as Company Secretary and Compliance Officer of the Company with effect from November 03, 2023. Ms. Poonam Choudhary is an associate member of the Institute of Company Secretaries of India. She also holds a degree in Bachelor in Commerce from Mumbai University. She has Industry Experience of three years. 공시 • Oct 28
Keltech Energies Limited to Report Q2, 2024 Results on Nov 03, 2023 Keltech Energies Limited announced that they will report Q2, 2024 results on Nov 03, 2023 공시 • Oct 18
Keltech Energies Limited Announces Resignation of Shalu Tibra as Company Secretary and Compliance Officer Keltech Energies Limited informed that Mrs. Shalu Tibra (ACS: 34873), has resigned from the post of Company Secretary and Compliance Officer of the Company with effect from the closure of business hours on October 17, 2023 for better opportunity and career advancement. Valuation Update With 7 Day Price Move • Oct 12
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₹1,988, the stock trades at a trailing P/E ratio of 13.7x. Average trailing P/E is 27x in the Chemicals industry in India. Total returns to shareholders of 293% over the past three years. 공시 • Aug 11
Keltech Energies Limited Approves Final Dividend for the Financial Year Ended 31 March, 2023 Keltech Energies Limited at its AGM, held on August 10, 2023, approved final dividend for the Financial Year ended 31 March, 2023, at INR 1.50 per share on 10,00,000 Equity Shares of the face value of INR 10/- each aggregating INR 15,00,000/- was recommended by the Board and approved by the Members in the AGM, those Members of the Company whose names appear in the Register of Members of the Company as on August 03, 2023. Board Change • Jul 27
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Prashant Asher was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Jul 27
Upcoming dividend of ₹1.50 per share at 0.1% yield Eligible shareholders must have bought the stock before 03 August 2023. Payment date: 09 September 2023. Payout ratio is a comfortable 1.3% and this is well supported by cash flows. Trailing yield: 0.1%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (0.9%). 공시 • Jul 24
Keltech Energies Limited to Report Q1, 2024 Results on Aug 04, 2023 Keltech Energies Limited announced that they will report Q1, 2024 results on Aug 04, 2023 Reported Earnings • Jul 18
Full year 2023 earnings released: EPS: ₹119 (vs ₹66.31 in FY 2022) Full year 2023 results: EPS: ₹119 (up from ₹66.31 in FY 2022). Revenue: ₹5.65b (up 59% from FY 2022). Net income: ₹119.2m (up 80% from FY 2022). Profit margin: 2.1% (up from 1.9% 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 57% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth. 공시 • Jul 06
Keltech Energies Limited Announces Resignation of Non-Executive - Independent Director Keltech Energies Limited informed that Mr. Ashvin Chadha (DIN: 01962798), has resigned from the post of Non-Executive - Independent Director on the Board along with his membership in various Committees where he is a member, with effect from July 5, 2023 due to certain emerging unavoidable personal situations. The resignation letter with the reason as indicated is enclosed herewith. Mr. Ashvin Chadha (DIN: 01962798) have confirmed that there are no other material reasons for his resignation other than those mentioned in his resignation letter. 공시 • Jun 21
Keltech Energies Limited, Annual General Meeting, Aug 10, 2023 Keltech Energies Limited, Annual General Meeting, Aug 10, 2023, at 11:00 Indian Standard Time. Agenda: To consider final dividend. Valuation Update With 7 Day Price Move • May 11
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹1,230, the stock trades at a trailing P/E ratio of 14.2x. Average trailing P/E is 20x in the Chemicals industry in India. Total returns to shareholders of 136% over the past three years. Valuation Update With 7 Day Price Move • Apr 06
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to ₹1,063, the stock trades at a trailing P/E ratio of 12.3x. Average trailing P/E is 19x in the Chemicals industry in India. Total returns to shareholders of 93% over the past three years. Valuation Update With 7 Day Price Move • Feb 10
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹799, the stock trades at a trailing P/E ratio of 9.2x. Average trailing P/E is 19x in the Chemicals industry in India. Total returns to shareholders of 2.2% over the past three years. Reported Earnings • Feb 05
Third quarter 2023 earnings released: EPS: ₹24.90 (vs ₹7.41 in 3Q 2022) Third quarter 2023 results: EPS: ₹24.90 (up from ₹7.41 in 3Q 2022). Revenue: ₹1.51b (up 55% from 3Q 2022). Net income: ₹24.9m (up 236% from 3Q 2022). Profit margin: 1.6% (up from 0.8% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. 공시 • Jan 24
Keltech Energies Limited to Report Q3, 2023 Results on Feb 03, 2023 Keltech Energies Limited announced that they will report Q3, 2023 results on Feb 03, 2023 Reported Earnings • Nov 16
Second quarter 2023 earnings released: EPS: ₹5.28 (vs ₹6.96 in 2Q 2022) Second quarter 2023 results: EPS: ₹5.28 (down from ₹6.96 in 2Q 2022). Revenue: ₹1.14b (up 60% from 2Q 2022). Net income: ₹5.28m (down 24% from 2Q 2022). Profit margin: 0.5% (down from 1.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. 공시 • Nov 13
Keltech Energies Limited to Report Q2, 2023 Results on Nov 11, 2022 Keltech Energies Limited announced that they will report Q2, 2023 results on Nov 11, 2022 Valuation Update With 7 Day Price Move • Sep 12
Investor sentiment improved over the past week After last week's 24% share price gain to ₹995, the stock trades at a trailing P/E ratio of 14.1x. Average trailing P/E is 20x in the Chemicals industry in India. Total returns to shareholders of 36% over the past three years. Upcoming Dividend • Sep 08
Upcoming dividend of ₹1.50 per share Eligible shareholders must have bought the stock before 15 September 2022. Payment date: 23 October 2022. Payout ratio is a comfortable 2.1% but the company is not cash flow positive. Trailing yield: 0.2%. Lower than top quartile of Indian dividend payers (1.6%). Lower than average of industry peers (0.7%). 공시 • Aug 30
Keltech Energies Limited, Annual General Meeting, Sep 23, 2022 Keltech Energies Limited, Annual General Meeting, Sep 23, 2022, at 11:00 Indian Standard Time. Agenda: To receive, consider and adopt the audited Balance Sheet of the Company as at 31st March, 2022 and the statement of Profit and Loss for the year ended on that date together with the Reports of the Directors and Auditors there on; to declare Dividend for the year ended 31st March, 2022; to appoint auditors of the Company to hold office from the conclusion of this Annual General Meeting until the conclusion of the Fiftieth Annual General Meeting of the Company and to fix their remuneration; and to consider other matters. Valuation Update With 7 Day Price Move • Aug 29
Investor sentiment improved over the past week After last week's 24% share price gain to ₹859, the stock trades at a trailing P/E ratio of 12.1x. Average trailing P/E is 18x in the Chemicals industry in India. Total returns to shareholders of 44% over the past three years. Reported Earnings • Aug 09
First quarter 2023 earnings released: EPS: ₹23.07 (vs ₹18.66 in 1Q 2022) First quarter 2023 results: EPS: ₹23.07 (up from ₹18.66 in 1Q 2022). Revenue: ₹1.41b (up 98% from 1Q 2022). Net income: ₹23.1m (up 24% from 1Q 2022). Profit margin: 1.6% (down from 2.6% in 1Q 2022). The decrease in margin was driven by higher expenses. 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 2% per year, which means it is well ahead of earnings. 공시 • Aug 01
Keltech Energies Limited to Report Q1, 2023 Results on Aug 08, 2022 Keltech Energies Limited announced that they will report Q1, 2023 results on Aug 08, 2022 공시 • Jun 09
Keltech Energies Limited, Annual General Meeting, Jun 30, 2022 Keltech Energies Limited, Annual General Meeting, Jun 30, 2022, at 15:00 Indian Standard Time. Agenda: To receive, consider and adopt the audited Balance Sheet, Statement of Profit and Loss, together with Directors' and Auditors Report as on 31.3.2022; to declare a dividend for the year ended 31.3.2022; to reappoint a Director in place of Shri Vijay V, Chowgule who retires by rotation; to ratify the appointment of M/s.CNK & Associates, Mumbai as Statutory Auditors of the Company; and to discuss other matters. Reported Earnings • Jun 04
Full year 2022 earnings released: EPS: ₹66.31 (vs ₹18.76 in FY 2021) Full year 2022 results: EPS: ₹66.31 (up from ₹18.76 in FY 2021). Revenue: ₹3.55b (up 61% from FY 2021). Net income: ₹66.3m (up 254% from FY 2021). Profit margin: 1.9% (up from 0.9% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • May 31
Investor sentiment improved over the past week After last week's 26% share price gain to ₹706, the stock trades at a trailing P/E ratio of 43.2x. Average trailing P/E is 17x in the Chemicals industry in India. Total loss to shareholders of 9.3% over the past three years. 공시 • May 17
Keltech Energies Limited to Report Q4, 2022 Results on May 30, 2022 Keltech Energies Limited announced that they will report Q4, 2022 results on May 30, 2022 Reported Earnings • Nov 11
Second quarter 2022 earnings released: EPS ₹6.96 (vs ₹8.92 in 2Q 2021) The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: ₹711.7m (up 54% from 2Q 2021). Net income: ₹6.96m (down 22% from 2Q 2021). Profit margin: 1.0% (down from 1.9% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings. Upcoming Dividend • Sep 09
Upcoming dividend of ₹1.50 per share Eligible shareholders must have bought the stock before 16 September 2021. Payment date: 23 October 2021. Trailing yield: 0.2%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (0.7%). Valuation Update With 7 Day Price Move • Aug 30
Investor sentiment improved over the past week After last week's 23% share price gain to ₹828, the stock trades at a trailing P/E ratio of 40x. Average trailing P/E is 17x in the Chemicals industry in India. Total loss to shareholders of 25% over the past three years. Valuation Update With 7 Day Price Move • Aug 10
Investor sentiment deteriorated over the past week After last week's 16% share price decline to ₹798, the stock trades at a trailing P/E ratio of 38.6x. Average trailing P/E is 21x in the Chemicals industry in India. Total loss to shareholders of 20% over the past three years. Reported Earnings • Aug 02
First quarter 2022 earnings released: EPS ₹18.66 (vs ₹16.73 in 1Q 2021) The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2022 results: Revenue: ₹714.9m (up 75% from 1Q 2021). Net income: ₹18.7m (up 12% from 1Q 2021). Profit margin: 2.6% (down from 4.1% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Jul 05
Investor sentiment improved over the past week After last week's 24% share price gain to ₹766, the stock trades at a trailing P/E ratio of 40.8x. Average trailing P/E is 20x in the Chemicals industry in India. Total loss to shareholders of 16% over the past three years. Reported Earnings • Jun 06
Full year 2021 earnings released: EPS ₹18.76 (vs ₹47.40 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: ₹2.21b (up 2.2% from FY 2020). Net income: ₹18.8m (down 60% from FY 2020). Profit margin: 0.9% (down from 2.2% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings. Reported Earnings • Jan 30
Third quarter 2021 earnings released: EPS ₹9.80 (vs ₹30.51 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: ₹593.0m (up 15% from 3Q 2020). Net income: ₹9.80m (down 68% from 3Q 2020). Profit margin: 1.7% (down from 5.9% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 31% per year and the company’s share price has also fallen by 31% per year. 공시 • Jan 29
Keltech Energies Limited Announces Board Appointments Keltech Energies Limited announced that Vijay Vishwasrao Chowgule and Ramesh Laxmanrao Chowgule have been appointed by the Board of Directors as an Additional Directors on the Board of the Company with effect from January 29, 2021. 공시 • Jan 21
Keltech Energies Limited to Report Q3, 2021 Results on Jan 29, 2021 Keltech Energies Limited announced that they will report Q3, 2021 results on Jan 29, 2021 공시 • Jan 16
Keltech Energies Limited Announces Board Changes Keltech Energies Limited announced that Mr. Ashok Vishwasrao Chowgule has stepped down from the position of the 'Chairman and Non-Executive Director', Mr. Umaji Vishwasrao Chowgule has stepped down from the position of the 'Non-Executive Director' and Mr. Arjun Ashok Chowgule has stepped down from the position of the 'Non-Executive Director' of the Company with effect from January 15, 2020. Is New 90 Day High Low • Dec 31
New 90-day high: ₹580 The company is up 12% from its price of ₹516 on 30 September 2020. The Indian market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 20% over the same period. Is New 90 Day High Low • Dec 16
New 90-day high: ₹567 The company is up 5.0% from its price of ₹540 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 Chemicals industry, which is up 12% over the same period. Is New 90 Day High Low • Nov 08
New 90-day low: ₹490 The company is down 10.0% from its price of ₹546 on 10 August 2020. The Indian market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 11% over the same period.