공고 • Jul 27
Jayant Agro-Organics Limited to Report Q1, 2027 Results on Jul 31, 2026 Jayant Agro-Organics Limited announced that they will report Q1, 2027 results on Jul 31, 2026 공고 • Jun 01
Jayant Agro-Organics Limited, Annual General Meeting, Sep 12, 2026 Jayant Agro-Organics Limited, Annual General Meeting, Sep 12, 2026. Reported Earnings • May 31
Full year 2026 earnings released: EPS: ₹16.80 (vs ₹18.31 in FY 2025) Full year 2026 results: EPS: ₹16.80 (down from ₹18.31 in FY 2025). Revenue: ₹24.1b (down 4.7% from FY 2025). Net income: ₹504.1m (down 8.2% from FY 2025). Profit margin: 2.1% (in line with FY 2025). Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 4% per year. 공고 • May 29
Jayant Agro-Organics Limited Recommends Dividend for the Financial Year 2025-26 Jayant Agro-Organics Limited have recommended a dividend @ 70% i.e. INR 3.50 per share on Equity Shares of INR 5/- each, subject to approval of shareholders at the ensuing Annual General Meeting. 공고 • May 25
Jayant Agro-Organics Limited to Report Q4, 2026 Results on May 29, 2026 Jayant Agro-Organics Limited announced that they will report Q4, 2026 results on May 29, 2026 Valuation Update With 7 Day Price Move • May 14
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹235, the stock trades at a trailing P/E ratio of 15.9x. Average trailing P/E is 22x in the Chemicals industry in India. Total returns to shareholders of 38% over the past three years. Valuation Update With 7 Day Price Move • Apr 06
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹173, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 20x in the Chemicals industry in India. Total returns to shareholders of 11% over the past three years. Reported Earnings • Feb 09
Third quarter 2026 earnings released: EPS: ₹2.31 (vs ₹4.72 in 3Q 2025) Third quarter 2026 results: EPS: ₹2.31 (down from ₹4.72 in 3Q 2025). Revenue: ₹5.87b (up 1.3% from 3Q 2025). Net income: ₹69.3m (down 51% from 3Q 2025). Profit margin: 1.2% (down from 2.4% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year and the company’s share price has also increased by 1% per year. New Risk • Feb 09
New major risk - Revenue and earnings growth Earnings have declined by 5.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 5.3% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₹5.28b market cap, or US$58.3m). 공고 • Jan 31
Jayant Agro-Organics Limited to Report Q3, 2026 Results on Feb 06, 2026 Jayant Agro-Organics Limited announced that they will report Q3, 2026 results on Feb 06, 2026 Reported Earnings • Nov 09
Second quarter 2026 earnings released: EPS: ₹3.22 (vs ₹4.58 in 2Q 2025) Second quarter 2026 results: EPS: ₹3.22 (down from ₹4.58 in 2Q 2025). Revenue: ₹5.00b (down 17% from 2Q 2025). Net income: ₹96.5m (down 30% from 2Q 2025). Profit margin: 1.9% (down from 2.3% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings. 공고 • Oct 31
Jayant Agro-Organics Limited to Report Q2, 2026 Results on Nov 08, 2025 Jayant Agro-Organics Limited announced that they will report Q2, 2026 results at 12:08 PM, Indian Standard Time on Nov 08, 2025 Reported Earnings • Jul 27
First quarter 2026 earnings released: EPS: ₹5.38 (vs ₹5.19 in 1Q 2025) First quarter 2026 results: EPS: ₹5.38 (up from ₹5.19 in 1Q 2025). Revenue: ₹6.74b (down 5.9% from 1Q 2025). Net income: ₹161.5m (up 3.7% from 1Q 2025). Profit margin: 2.4% (up from 2.2% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. 공고 • Jul 18
Jayant Agro-Organics Limited to Report Q1, 2026 Results on Jul 26, 2025 Jayant Agro-Organics Limited announced that they will report Q1, 2026 results at 12:08 PM, Indian Standard Time on Jul 26, 2025 Upcoming Dividend • Jun 20
Upcoming dividend of ₹2.50 per share Eligible shareholders must have bought the stock before 27 June 2025. Payment date: 25 August 2025. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Indian dividend payers (1.2%). Higher than average of industry peers (0.7%). 공고 • Jun 10
Jayant Agro-Organics Limited announces Annual dividend, payable on August 25, 2025 Jayant Agro-Organics Limited announced Annual dividend of INR 2.5000 per share payable on August 25, 2025, ex-date on June 26, 2025 and record date on June 26, 2025. Board Change • Jun 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Director Shweta Jain was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • May 26
Full year 2025 earnings released: EPS: ₹18.30 (vs ₹17.59 in FY 2024) Full year 2025 results: EPS: ₹18.30 (up from ₹17.59 in FY 2024). Revenue: ₹25.3b (up 18% from FY 2024). Net income: ₹549.1m (up 4.1% from FY 2024). Profit margin: 2.2% (down from 2.5% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • May 19
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₹268, the stock trades at a trailing P/E ratio of 13.3x. Average trailing P/E is 26x in the Chemicals industry in India. Total returns to shareholders of 20% over the past three years. 공고 • May 16
Jayant Agro-Organics Limited to Report Q4, 2025 Results on May 24, 2025 Jayant Agro-Organics Limited announced that they will report Q4, 2025 results at 12:08 PM, Indian Standard Time on May 24, 2025 Reported Earnings • Feb 09
Third quarter 2025 earnings released: EPS: ₹4.72 (vs ₹3.17 in 3Q 2024) Third quarter 2025 results: EPS: ₹4.72 (up from ₹3.17 in 3Q 2024). Revenue: ₹5.81b (up 35% from 3Q 2024). Net income: ₹141.7m (up 49% from 3Q 2024). Profit margin: 2.4% (up from 2.2% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings. 공고 • Jan 31
Jayant Agro-Organics Limited to Report Q3, 2025 Results on Feb 08, 2025 Jayant Agro-Organics Limited announced that they will report Q3, 2025 results at 9:08 AM, Indian Standard Time on Feb 08, 2025 Reported Earnings • Oct 27
Second quarter 2025 earnings released: EPS: ₹4.58 (vs ₹5.25 in 2Q 2024) Second quarter 2025 results: EPS: ₹4.58 (down from ₹5.25 in 2Q 2024). Revenue: ₹5.98b (up 11% from 2Q 2024). Net income: ₹137.4m (down 13% from 2Q 2024). Profit margin: 2.3% (down from 2.9% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings. New Risk • Oct 25
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: ₹8.34b (US$99.2m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (₹8.34b market cap, or US$99.2m). 공고 • Oct 18
Jayant Agro-Organics Limited to Report Q2, 2025 Results on Oct 26, 2024 Jayant Agro-Organics Limited announced that they will report Q2, 2025 results at 12:08 PM, Indian Standard Time on Oct 26, 2024 공고 • Aug 08
Jayant Agro-Organics Limited to Report Q1, 2025 Results on Aug 14, 2024 Jayant Agro-Organics Limited announced that they will report Q1, 2025 results on Aug 14, 2024 New Risk • Aug 05
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: ₹8.40b (US$99.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (₹8.40b market cap, or US$99.9m). 공고 • Jul 26
Jayant Agro-Organics Limited Announces Cessation of Mukesh C. Khagram and Vijay Kumar Bhandari as Independent Directors Jayant Agro-Organics Limited informed that Mr. Mukesh C. Khagram and Mr. Vijay Kumar Bhandari, Independent Directors have completed their term as an Independent Director on July 25, 2024 and consequently ceased to be Directors of the Company with effect from close of business hours on July 25, 2024. The Company places on record its appreciation for the invaluable services rendered and guidance provided by Mr. Mukesh C. Khagram and Mr. Vijay Kumar Bhandari during their tenure. Audit Committee includes Mrs. Sucheta N. Shah# Independent Director Mr. Sanjay J. Mariwala Independent Director Mr. Pankaj Mehta Independent Director Mrs. Shweta Jain Independent Director Mr. Abhay V. Udeshi Whole Time Director. NRC Committee includes Mr. Sanjay J. Mariwala Independent Director Mr. Pankaj Mehta Independent Director Mrs. Sucheta N. Shah Independent Director. CSR includes Committee Mrs. Sucheta N. Shah Independent Director Mr. Abhay V. Udeshi Whole Time Director Mr. Hemant V. Udeshi Managing Director. Reported Earnings • Jul 24
Full year 2024 earnings released: EPS: ₹17.59 (vs ₹16.45 in FY 2023) Full year 2024 results: EPS: ₹17.59 (up from ₹16.45 in FY 2023). Revenue: ₹21.5b (down 22% from FY 2023). Net income: ₹527.7m (up 6.9% from FY 2023). Profit margin: 2.5% (up from 1.8% in FY 2023). The increase in margin was driven by lower expenses. 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. Declared Dividend • Jul 01
Dividend of ₹7.50 announced Shareholders will receive a dividend of ₹7.50. Ex-date: 12th July 2024 Payment date: 9th September 2024 Dividend yield will be 2.3%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (28% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 68% to shift the payout ratio to a potentially unsustainable range, which is more than the 1.1% EPS decline seen over the last 5 years. Board Change • Jul 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. Additional Non-Executive Independent Director Pankaj Mehta was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Jun 11
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to ₹269, the stock trades at a trailing P/E ratio of 15.3x. Average trailing P/E is 31x in the Chemicals industry in India. Total returns to shareholders of 30% over the past three years. 공고 • May 27
Jayant Agro-Organics Limited Recommends Special Dividend Jayant Agro-Organics Limited announced that at its meeting of the Board of Directors held on May 25, 2024, the Board of Directors have recommended a Special dividend @ 50% i.e. INR 2.50 per share on Equity Shares of INR 5 subject to approval of shareholders at the 32nd Annual General Meeting. 공고 • May 26
Jayant Agro-Organics Limited Recommends Dividend Jayant Agro-Organics Limited announced that at its Board of Directors at its meeting held on May 25, 2024, the Board of Directors have recommended a dividend @ 100% i.e. INR 5.00 per share on Equity Shares of INR 5 each subject to approval of shareholders at the 32nd Annual General Meeting. 공고 • May 18
Jayant Agro-Organics Limited to Report Q4, 2024 Results on May 25, 2024 Jayant Agro-Organics Limited announced that they will report Q4, 2024 results on May 25, 2024 Reported Earnings • Feb 11
Third quarter 2024 earnings released: EPS: ₹3.17 (vs ₹1.52 in 3Q 2023) Third quarter 2024 results: EPS: ₹3.17 (up from ₹1.52 in 3Q 2023). Revenue: ₹4.29b (down 18% from 3Q 2023). Net income: ₹95.2m (up 109% from 3Q 2023). Profit margin: 2.2% (up from 0.9% in 3Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings. Reported Earnings • Feb 11
Third quarter 2024 earnings released: EPS: ₹3.17 (vs ₹1.52 in 3Q 2023) Third quarter 2024 results: EPS: ₹3.17 (up from ₹1.52 in 3Q 2023). Revenue: ₹4.29b (down 18% from 3Q 2023). Net income: ₹95.2m (up 109% from 3Q 2023). Profit margin: 2.2% (up from 0.9% in 3Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Nov 17
Investor sentiment improves as stock rises 25% After last week's 25% share price gain to ₹257, the stock trades at a trailing P/E ratio of 17.2x. Average trailing P/E is 28x in the Chemicals industry in India. Total returns to shareholders of 178% over the past three years. Reported Earnings • Oct 29
Second quarter 2024 earnings released: EPS: ₹5.25 (vs ₹3.82 in 2Q 2023) Second quarter 2024 results: EPS: ₹5.25 (up from ₹3.82 in 2Q 2023). Revenue: ₹5.40b (down 22% from 2Q 2023). Net income: ₹157.6m (up 38% from 2Q 2023). Profit margin: 2.9% (up from 1.6% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Jul 20
Full year 2023 earnings released: EPS: ₹16.45 (vs ₹29.53 in FY 2022) Full year 2023 results: EPS: ₹16.45 (down from ₹29.53 in FY 2022). Revenue: ₹27.7b (up 7.0% from FY 2022). Net income: ₹493.5m (down 44% from FY 2022). Profit margin: 1.8% (down from 3.4% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Jun 30
Upcoming dividend of ₹5.00 per share at 2.1% yield Eligible shareholders must have bought the stock before 07 July 2023. Payment date: 04 September 2023. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.1%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.9%). Valuation Update With 7 Day Price Move • Jun 03
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹200, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 21x in the Chemicals industry in India. Total returns to shareholders of 149% over the past three years. Reported Earnings • May 30
Full year 2023 earnings released: EPS: ₹16.45 (vs ₹29.53 in FY 2022) Full year 2023 results: EPS: ₹16.45 (down from ₹29.53 in FY 2022). Revenue: ₹27.7b (up 7.1% from FY 2022). Net income: ₹493.5m (down 44% from FY 2022). Profit margin: 1.8% (down from 3.4% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth. 공고 • May 20
Jayant Agro-Organics Limited to Report Q4, 2023 Results on May 27, 2023 Jayant Agro-Organics Limited announced that they will report Q4, 2023 results on May 27, 2023 Reported Earnings • Feb 14
Third quarter 2023 earnings released: EPS: ₹1.52 (vs ₹7.32 in 3Q 2022) Third quarter 2023 results: EPS: ₹1.52 (down from ₹7.32 in 3Q 2022). Revenue: ₹5.25b (down 26% from 3Q 2022). Net income: ₹45.6m (down 79% from 3Q 2022). Profit margin: 0.9% (down from 3.1% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth. 공고 • Feb 02
Jayant Agro-Organics Limited to Report Q3, 2023 Results on Feb 11, 2023 Jayant Agro-Organics Limited announced that they will report Q3, 2023 results at 4:00 PM, Indian Standard Time on Feb 11, 2023 Valuation Update With 7 Day Price Move • Jan 18
Investor sentiment improved over the past week After last week's 17% share price gain to ₹210, the stock trades at a trailing P/E ratio of 8.2x. Average trailing P/E is 20x in the Chemicals industry in India. Total returns to shareholders of 67% over the past three years. Reported Earnings • Nov 16
Second quarter 2023 earnings released: EPS: ₹3.82 (vs ₹7.09 in 2Q 2022) Second quarter 2023 results: EPS: ₹3.82 (down from ₹7.09 in 2Q 2022). Revenue: ₹6.95b (up 8.4% from 2Q 2022). Net income: ₹114.6m (down 46% from 2Q 2022). Profit margin: 1.6% (down from 3.3% in 2Q 2022). The decrease in margin was driven by higher 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 10% per year, which means it is significantly lagging earnings growth. Reported Earnings • Nov 13
Second quarter 2023 earnings released: EPS: ₹3.82 (vs ₹7.09 in 2Q 2022) Second quarter 2023 results: EPS: ₹3.82 (down from ₹7.09 in 2Q 2022). Revenue: ₹6.96b (up 8.6% from 2Q 2022). Net income: ₹114.6m (down 46% from 2Q 2022). Profit margin: 1.6% (down from 3.3% in 2Q 2022). The decrease in margin was driven by higher 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 12% per year, which means it is significantly lagging earnings growth. Buying Opportunity • Sep 26
Now 23% undervalued The stock has been flat over the last 90 days. The fair value is estimated to be ₹262, 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 61%. Reported Earnings • Jul 31
First quarter 2023 earnings released: EPS: ₹6.51 (vs ₹7.01 in 1Q 2022) First quarter 2023 results: EPS: ₹6.51 (down from ₹7.01 in 1Q 2022). Revenue: ₹9.45b (up 47% from 1Q 2022). Net income: ₹195.4m (down 7.2% from 1Q 2022). Profit margin: 2.1% (down from 3.3% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Jul 14
Upcoming dividend of ₹3.00 per share Eligible shareholders must have bought the stock before 21 July 2022. Payment date: 26 September 2022. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Indian dividend payers (1.8%). Higher than average of industry peers (0.8%). Recent Insider Transactions • Jun 25
Insider recently bought ₹199k worth of stock On the 22nd of June, Neeta Udeshi bought around 1k shares on-market at roughly ₹199 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Reported Earnings • Jun 01
Full year 2022 earnings released: EPS: ₹29.53 (vs ₹16.00 in FY 2021) Full year 2022 results: EPS: ₹29.53 (up from ₹16.00 in FY 2021). Revenue: ₹25.9b (up 58% from FY 2021). Net income: ₹885.8m (up 85% from FY 2021). Profit margin: 3.4% (up from 2.9% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Board Change • Apr 27
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Additional Non-Executive Independent Director Sanjay Mariwala was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Apr 21
Investor sentiment improved over the past week After last week's 17% share price gain to ₹297, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 20x in the Chemicals industry in India. Total returns to shareholders of 42% over the past three years. Reported Earnings • Feb 13
Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beat Third quarter 2022 results: EPS: ₹7.32 (up from ₹3.73 in 3Q 2021). Revenue: ₹7.13b (up 41% from 3Q 2021). Net income: ₹219.5m (up 96% from 3Q 2021). Profit margin: 3.1% (up from 2.2% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 23%. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Reported Earnings • Nov 01
Second quarter 2022 earnings released: EPS ₹7.09 (vs ₹2.42 in 2Q 2021) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹6.41b (up 66% from 2Q 2021). Net income: ₹212.6m (up 193% from 2Q 2021). Profit margin: 3.3% (up from 1.9% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 4% per year. Valuation Update With 7 Day Price Move • Sep 13
Investor sentiment improved over the past week After last week's 20% share price gain to ₹269, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 18x in the Chemicals industry in India. Total returns to shareholders of 13% over the past three years. Valuation Update With 7 Day Price Move • Aug 11
Investor sentiment deteriorated over the past week After last week's 21% share price decline to ₹234, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 20x in the Chemicals industry in India. Total returns to shareholders of 6.7% over the past three years. Reported Earnings • Aug 02
First quarter 2022 earnings released: EPS ₹7.01 (vs ₹2.15 in 1Q 2021) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: ₹6.43b (up 145% from 1Q 2021). Net income: ₹210.4m (up 226% from 1Q 2021). Profit margin: 3.3% (up from 2.5% in 1Q 2021). The increase in margin was driven by higher revenue. 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 6% per year, which means it is well ahead of earnings. Upcoming Dividend • Jul 29
Upcoming dividend of ₹1.00 per share Eligible shareholders must have bought the stock before 05 August 2021. Payment date: 13 October 2021. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.4%). Lower than average of industry peers (0.7%). Valuation Update With 7 Day Price Move • Jul 16
Investor sentiment improved over the past week After last week's 16% share price gain to ₹243, the stock trades at a trailing P/E ratio of 15.2x. Average trailing P/E is 21x in the Chemicals industry in India. Total returns to shareholders of 13% over the past three years. Valuation Update With 7 Day Price Move • Jun 05
Investor sentiment improved over the past week After last week's 21% share price gain to ₹221, the stock trades at a trailing P/E ratio of 13.8x. Average trailing P/E is 20x in the Chemicals industry in India. Total loss to shareholders of 8.0% over the past three years. Executive Departure • May 26
Independent & Non-Executive Director has left the company On the 15th of May, Jayasinh Mariwala's tenure as Independent & Non-Executive Director ended after 18.9 years in the role. We don't have any record of a personal shareholding under Jayasinh's name. Jayasinh is the only executive to leave the company over the last 12 months. Valuation Update With 7 Day Price Move • Apr 27
Investor sentiment improved over the past week After last week's 16% share price gain to ₹153, the stock trades at a trailing P/E ratio of 14.3x. Average trailing P/E is 18x in the Chemicals industry in India. Total loss to shareholders of 53% over the past three years. Is New 90 Day High Low • Mar 16
New 90-day high: ₹152 The company is up 30% from a price of ₹117 on 16 December 2020. Outperformed the Indian market which is up 13% over the last 90 days. Exceeded the Chemicals industry, which is up 8.0% over the same period. Reported Earnings • Feb 07
Third quarter 2021 earnings released: EPS ₹3.73 (vs ₹18.45 loss in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₹5.07b (up 16% from 3Q 2020). Net income: ₹111.9m (up ₹665.5m from 3Q 2020). Profit margin: 2.2% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 67% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Jan 12
New 90-day high: ₹145 The company is up 56% from its price of ₹93.00 on 14 October 2020. The Indian market is up 24% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 26% over the same period. Is New 90 Day High Low • Dec 01
New 90-day high: ₹107 The company is up 11% from its price of ₹96.40 on 02 September 2020. The Indian market is up 12% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Chemicals industry, which is also up 11% over the same period. Reported Earnings • Nov 08
Second quarter 2021 earnings released: EPS ₹2.42 The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: ₹3.86b (down 53% from 2Q 2020). Net income: ₹72.5m (up 11% from 2Q 2020). Profit margin: 1.9% (up from 0.8% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 76% per year but the company’s share price has only fallen by 38% per year, which means it has not declined as severely as earnings.