View ValuationNilkamal 향후 성장Future 기준 점검 4/6Nilkamal (는) 각각 연간 31% 및 12.2% 수익과 수익이 증가할 것으로 예상됩니다.핵심 정보31.0%이익 성장률n/aEPS 성장률Packaging 이익 성장18.8%매출 성장률12.2%향후 자기자본이익률12.75%애널리스트 커버리지Low마지막 업데이트15 May 2026최근 향후 성장 업데이트Price Target Changed • Mar 31Price target decreased by 16% to ₹1,639Down from ₹1,945, the current price target is provided by 1 analyst. New target price is 54% above last closing price of ₹1,067. Stock is down 33% over the past year. The company is forecast to post earnings per share of ₹77.40 for next year compared to ₹71.32 last year.분석 기사 • Aug 02Earnings Miss: Nilkamal Limited Missed EPS By 35% And Analysts Are Revising Their ForecastsLast week, you might have seen that Nilkamal Limited ( NSE:NILKAMAL ) released its quarterly result to the market. The...Price Target Changed • May 20Price target decreased by 11% to ₹2,063Down from ₹2,306, the current price target is an average from 2 analysts. New target price is 15% above last closing price of ₹1,790. Stock is down 5.4% over the past year. The company is forecast to post earnings per share of ₹84.90 for next year compared to ₹71.32 last year.Price Target Changed • Nov 14Price target increased by 12% to ₹2,378Up from ₹2,116, the current price target is an average from 2 analysts. New target price is 27% above last closing price of ₹1,874. Stock is down 15% over the past year. The company is forecast to post earnings per share of ₹76.00 for next year compared to ₹81.92 last year.Price Target Changed • May 16Price target decreased by 12% to ₹2,116Down from ₹2,412, the current price target is provided by 1 analyst. New target price is 12% above last closing price of ₹1,889. Stock is down 11% over the past year. The company posted earnings per share of ₹81.92 last year.분석 기사 • Feb 03Nilkamal Limited Just Missed EPS By 13%: Here's What Analysts Think Will Happen NextNilkamal Limited ( NSE:NILKAMAL ) shareholders are probably feeling a little disappointed, since its shares fell 4.3...모든 업데이트 보기Recent updatesUpcoming Dividend • Jul 03Upcoming dividend of ₹20.00 per shareEligible shareholders must have bought the stock before 10 July 2026. Payment date: 16 August 2026. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.6%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (1.0%).Reported Earnings • Jun 24Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: ₹77.46 (up from ₹71.32 in FY 2025). Revenue: ₹37.8b (up 14% from FY 2025). Net income: ₹1.16b (up 8.6% from FY 2025). Profit margin: 3.1% (down from 3.2% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.공시 • Jun 22+ 3 more updatesNilkamal Limited to Report Q1, 2027 Results on Aug 14, 2026Nilkamal Limited announced that they will report Q1, 2027 results on Aug 14, 2026Declared Dividend • May 16Dividend of ₹20.00 announcedDividend of ₹20.00 is the same as last year. Ex-date: 10th July 2026 Payment date: 16th August 2026 Dividend yield will be 1.6%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.공시 • May 15Nilkamal Limited announces Annual dividend, payable on August 16, 2026Nilkamal Limited announced Annual dividend of INR 20.0000 per share payable on August 16, 2026, ex-date on July 10, 2026 and record date on July 10, 2026.Reported Earnings • May 15Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: ₹77.45 (up from ₹71.32 in FY 2025). Revenue: ₹37.9b (up 14% from FY 2025). Net income: ₹1.16b (up 8.6% from FY 2025). Profit margin: 3.0% (down from 3.2% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 15% per year.공시 • May 14Nilkamal Limited, Annual General Meeting, Jul 17, 2026Nilkamal Limited, Annual General Meeting, Jul 17, 2026, at 11:00 Indian Standard Time.공시 • May 06Nilkamal Limited to Report Q4, 2026 Results on May 14, 2026Nilkamal Limited announced that they will report Q4, 2026 results on May 14, 2026Price Target Changed • Mar 31Price target decreased by 16% to ₹1,639Down from ₹1,945, the current price target is provided by 1 analyst. New target price is 54% above last closing price of ₹1,067. Stock is down 33% over the past year. The company is forecast to post earnings per share of ₹77.40 for next year compared to ₹71.32 last year.Reported Earnings • Feb 06Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: EPS: ₹16.93 (up from ₹14.40 in 3Q 2025). Revenue: ₹9.66b (up 13% from 3Q 2025). Net income: ₹252.6m (up 18% from 3Q 2025). Profit margin: 2.6% (in line with 3Q 2025). Revenue missed analyst estimates by 4.3%. Earnings per share (EPS) also missed analyst estimates by 33%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 9% per year.공시 • Jan 29Nilkamal Limited to Report Q3, 2026 Results on Feb 05, 2026Nilkamal Limited announced that they will report Q3, 2026 results on Feb 05, 2026분석 기사 • Nov 12Analyst Forecasts Just Became More Bearish On Nilkamal Limited (NSE:NILKAMAL)Market forces rained on the parade of Nilkamal Limited ( NSE:NILKAMAL ) shareholders today, when the analysts...Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: ₹22.49 (vs ₹21.80 in 2Q 2025)Second quarter 2026 results: EPS: ₹22.49 (up from ₹21.80 in 2Q 2025). Revenue: ₹9.71b (up 18% from 2Q 2025). Net income: ₹335.7m (up 3.2% from 2Q 2025). Profit margin: 3.5% (down from 4.0% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 9% per year.공시 • Oct 31Nilkamal Limited to Report Q2, 2026 Results on Nov 06, 2025Nilkamal Limited announced that they will report Q2, 2026 results on Nov 06, 2025Board Change • Aug 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Abhay Jadeja was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.분석 기사 • Aug 02Earnings Miss: Nilkamal Limited Missed EPS By 35% And Analysts Are Revising Their ForecastsLast week, you might have seen that Nilkamal Limited ( NSE:NILKAMAL ) released its quarterly result to the market. The...Reported Earnings • Jul 30First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: ₹10.21 (down from ₹12.25 in 1Q 2025). Revenue: ₹8.87b (up 19% from 1Q 2025). Net income: ₹152.4m (down 17% from 1Q 2025). Profit margin: 1.7% (down from 2.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates by 35%. Revenue is forecast to grow 6.1% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 9% per year, which means it is performing significantly worse than earnings.공시 • Jul 23Nilkamal Limited to Report Q1, 2026 Results on Jul 29, 2025Nilkamal Limited announced that they will report Q1, 2026 results on Jul 29, 2025Upcoming Dividend • Jul 04Upcoming dividend of ₹20.00 per shareEligible shareholders must have bought the stock before 11 July 2025. Payment date: 17 August 2025. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 1.2%. Within top quartile of Indian dividend payers (1.2%). Higher than average of industry peers (0.9%).Reported Earnings • Jun 26Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₹71.32 (down from ₹81.92 in FY 2024). Revenue: ₹33.1b (up 3.6% from FY 2024). Net income: ₹1.06b (down 13% from FY 2024). Profit margin: 3.2% (down from 3.8% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.4%. Revenue is forecast to grow 7.3% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.분석 기사 • Jun 24Nilkamal (NSE:NILKAMAL) Has Affirmed Its Dividend Of ₹20.00The board of Nilkamal Limited ( NSE:NILKAMAL ) has announced that it will pay a dividend of ₹20.00 per share on the...Price Target Changed • May 20Price target decreased by 11% to ₹2,063Down from ₹2,306, the current price target is an average from 2 analysts. New target price is 15% above last closing price of ₹1,790. Stock is down 5.4% over the past year. The company is forecast to post earnings per share of ₹84.90 for next year compared to ₹71.32 last year.Reported Earnings • May 18Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₹71.32 (down from ₹81.92 in FY 2024). Revenue: ₹33.1b (up 3.6% from FY 2024). Net income: ₹1.06b (down 13% from FY 2024). Profit margin: 3.2% (down from 3.8% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.4%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.분석 기사 • May 17Nilkamal (NSE:NILKAMAL) Will Pay A Dividend Of ₹20.00The board of Nilkamal Limited ( NSE:NILKAMAL ) has announced that it will pay a dividend on the 17th of August, with...Declared Dividend • May 16Dividend of ₹20.00 announcedDividend of ₹20.00 is the same as last year. Ex-date: 11th July 2025 Payment date: 17th August 2025 Dividend yield will be 1.1%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (24% earnings payout ratio) but not covered by cash flows (201% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 55% over the next 2 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • May 16Subdued Growth No Barrier To Nilkamal Limited's (NSE:NILKAMAL) PriceThere wouldn't be many who think Nilkamal Limited's ( NSE:NILKAMAL ) price-to-earnings (or "P/E") ratio of 24.5x is...공시 • May 15+ 1 more updateNilkamal Limited, Annual General Meeting, Jul 18, 2025Nilkamal Limited, Annual General Meeting, Jul 18, 2025, at 11:00 Indian Standard Time.공시 • May 10Nilkamal Limited to Report Q4, 2025 Results on May 14, 2025Nilkamal Limited announced that they will report Q4, 2025 results on May 14, 2025Buy Or Sell Opportunity • Apr 01Now 23% overvaluedOver the last 90 days, the stock has fallen 17% to ₹1,584. The fair value is estimated to be ₹1,288, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has grown by 5.7%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 55% in the next 2 years.Buy Or Sell Opportunity • Mar 06Now 24% overvaluedOver the last 90 days, the stock has fallen 17% to ₹1,595. The fair value is estimated to be ₹1,286, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has grown by 5.7%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 55% in the next 2 years.Reported Earnings • Feb 06Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: ₹14.40 (down from ₹19.64 in 3Q 2024). Revenue: ₹8.57b (up 6.7% from 3Q 2024). Net income: ₹214.9m (down 27% from 3Q 2024). Profit margin: 2.5% (down from 3.6% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 38%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.공시 • Feb 05Nilkamal Limited Appoints Sagar Mehta as Company Secretary and Compliance OfficerNilkamal Limited approved the appointment of Mr. Sagar Mehta (ACS 44900), as Company Secretary (Key Managerial Personnel) and Compliance Officer of the Company with effect from 5 February, 2025. Brief profile of Mr. Sagar Mehta is attached herewith. Mr. Sagar Mehta is a professional and having expertise in company secretarial, compliance and legal functions. An Associate Member of the Institute of Company Secretaries of India (ICSI), he also holds a Bachelor's degree in Commerce and Law from the University of Murnbai. Mr. Sagar Mehta specializes in corporate law, legal and governance. He has significant experience with various subjects including Initial Public Offerings, Listing Regulations, Due Diligence, and enhancing Corporate Governance. He was previously associated with Manufacturing Company in organic chemical sector for more than 8 years.공시 • Jan 30Nilkamal Limited to Report Q3, 2025 Results on Feb 05, 2025Nilkamal Limited announced that they will report Q3, 2025 results on Feb 05, 2025Price Target Changed • Nov 14Price target increased by 12% to ₹2,378Up from ₹2,116, the current price target is an average from 2 analysts. New target price is 27% above last closing price of ₹1,874. Stock is down 15% over the past year. The company is forecast to post earnings per share of ₹76.00 for next year compared to ₹81.92 last year.Reported Earnings • Oct 29Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: ₹21.80 (up from ₹16.76 in 2Q 2024). Revenue: ₹8.24b (up 6.3% from 2Q 2024). Net income: ₹325.3m (up 30% from 2Q 2024). Profit margin: 3.9% (up from 3.2% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 8.5%. Earnings per share (EPS) also surpassed analyst estimates by 58%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.공시 • Oct 29Nilkamal Limited Announces Resignation of Priti Dave as Company Secretary and Compliance OfficerNilkamal Limited announced that Ms. Priti Dave, Company Secretary and Compliance Officer (Key Managerial Personnel) of the Company, has submitted he r resignation vide her letter dated 22nd October, 2024 and will be relieved from the services of the Company with effect from close of business hour on 15thNovember. 2024. The Board acknowledged her resignation at its meeting held on 28th October, 2024.공시 • Oct 18Nilkamal Limited to Report Q2, 2025 Results on Oct 28, 2024Nilkamal Limited announced that they will report Q2, 2025 results on Oct 28, 2024Reported Earnings • Aug 01First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: ₹12.25 (down from ₹21.73 in 1Q 2024). Revenue: ₹7.43b (down 5.2% from 1Q 2024). Net income: ₹182.8m (down 44% from 1Q 2024). Profit margin: 2.5% (down from 4.1% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 9.2%. Earnings per share (EPS) also missed analyst estimates by 44%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.공시 • Jul 18Nilkamal Limited to Report Q1, 2025 Results on Jul 31, 2024Nilkamal Limited announced that they will report Q1, 2025 results on Jul 31, 2024분석 기사 • Jul 13Shareholders Will Probably Hold Off On Increasing Nilkamal Limited's (NSE:NILKAMAL) CEO Compensation For The Time BeingKey Insights Nilkamal to hold its Annual General Meeting on 19th of July Salary of ₹30.4m is part of CEO Hiten Parekh's...Upcoming Dividend • Jul 05Upcoming dividend of ₹20.00 per shareEligible shareholders must have bought the stock before 12 July 2024. Payment date: 18 August 2024. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Indian dividend payers (1.1%). Higher than average of industry peers (0.8%).분석 기사 • Jul 05Nilkamal (NSE:NILKAMAL) Has Affirmed Its Dividend Of ₹20.00The board of Nilkamal Limited ( NSE:NILKAMAL ) has announced that it will pay a dividend of ₹20.00 per share on the...Board Change • Jul 02Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Additional Independent Director Ashok Kumar Nandkishore Goel was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Jun 28Nilkamal Limited Announces Board ChangesNilkamal Limited informed that as per the terms of appointment, Mr. K. R. Ramamoorthy (DIN: 00058467), Mr. Mahendra V. Doshi (DIN: 00123243), Mr. Mufazzal S. Federal (DIN: 03409798) and Mr. Sarvadaman K. Palekar (DIN: 01723670) on June 27, 2024, completes their second term as Independent Directors of Nilkamal Limited and accordingly ceases to be an Independent Directors and Members of the Board of Directors of the Company with effect from end of the day on June 27, 2024. The Board of Directors and the Management of the Company place on record their deep appreciation for the contributions made by Mr. K. R. Ramamoorthy, Mr. Mahendra V. Doshi, Mr. Mufazzal S. Federal and Mr. Sarvadaman K. Palekar during their association with the Company over the years.Reported Earnings • Jun 26Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: ₹81.92 (down from ₹89.76 in FY 2023). Revenue: ₹32.0b (up 2.1% from FY 2023). Net income: ₹1.22b (down 8.7% from FY 2023). Profit margin: 3.8% (down from 4.3% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 5.1%. Earnings per share (EPS) exceeded analyst estimates by 32%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.분석 기사 • Jun 21Nilkamal (NSE:NILKAMAL) Will Pay A Dividend Of ₹20.00The board of Nilkamal Limited ( NSE:NILKAMAL ) has announced that it will pay a dividend of ₹20.00 per share on the...Price Target Changed • May 16Price target decreased by 12% to ₹2,116Down from ₹2,412, the current price target is provided by 1 analyst. New target price is 12% above last closing price of ₹1,889. Stock is down 11% over the past year. The company posted earnings per share of ₹81.92 last year.Declared Dividend • May 16Dividend of ₹20.00 announcedDividend of ₹20.00 is the same as last year. Ex-date: 12th July 2024 Payment date: 18th August 2024 Dividend yield will be 1.1%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.공시 • May 16Nilkamal Limited, Annual General Meeting, Jul 19, 2024Nilkamal Limited, Annual General Meeting, Jul 19, 2024, at 11:00 Indian Standard Time.Reported Earnings • May 15Full year 2024 earnings released: EPS: ₹81.92 (vs ₹89.76 in FY 2023)Full year 2024 results: EPS: ₹81.92 (down from ₹89.76 in FY 2023). Revenue: ₹32.1b (up 2.5% from FY 2023). Net income: ₹1.22b (down 8.7% from FY 2023). Profit margin: 3.8% (down from 4.3% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.공시 • May 15Nilkamal Limited Recommends Final Dividend for the Year Ended March 31, 2024Nilkamal Limited informed that the Board of Directors of the Company at its meeting held on May 14, 2024. Recommended a final dividend of INR 20 (200%) per equity share of INR 10 each (F.V.) on 14,922,525 Nos. of Equity Shares, which is subject to the approval of the shareholder at the ensuing Annual General Meeting (AGM) of the Company and will be paid on or after 26th July, 2024. Register of Members and the Share Transfer Books of the Company will remain closed from 13th July, 2024 to 19th July, 2024 (both days inclusive), for the purpose of Annual General Meeting and Dividend. The Dividend, if approved will be payable to those Equity Shareholders, holding shares either in physical form or in dematerialized form on the close of 12th July, 2024.공시 • May 05Nilkamal Limited to Report Q4, 2024 Results on May 14, 2024Nilkamal Limited announced that they will report Q4, 2024 results on May 14, 2024Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹2,043, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 18x in the Packaging industry in India. Total returns to shareholders of 5.6% over the past three years.분석 기사 • Feb 03Nilkamal Limited Just Missed EPS By 13%: Here's What Analysts Think Will Happen NextNilkamal Limited ( NSE:NILKAMAL ) shareholders are probably feeling a little disappointed, since its shares fell 4.3...Reported Earnings • Feb 01Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: ₹19.64 (down from ₹22.24 in 3Q 2023). Revenue: ₹8.06b (up 6.8% from 3Q 2023). Net income: ₹293.0m (down 12% from 3Q 2023). Profit margin: 3.6% (down from 4.4% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.공시 • Jan 22Nilkamal Limited to Report Q3, 2024 Results on Jan 31, 2024Nilkamal Limited announced that they will report Q3, 2024 results on Jan 31, 2024Price Target Changed • Dec 21Price target decreased by 12% to ₹2,367Down from ₹2,681, the current price target is provided by 1 analyst. New target price is 6.0% above last closing price of ₹2,233. Stock is up 20% over the past year. The company is forecast to post earnings per share of ₹104 for next year compared to ₹89.76 last year.공시 • Dec 15Nilkamal Limited Announces Board AppointmentsNilkamal Limited approved the appointment of Ms. Kavita Shah and Mr. Ashok Kumar Goel as an Additional and Independent Director of the Company for a period of five consecutive years with effect from 18th September, 2023 and 1st November, 2023 respectively. Ms. Kavita Shah aged 56 years, has joined as Additional Director (Independent Director) of Company. She is a Chartered Accountant (FCA) with more than 30 of experience in Accounting, Auditing, Taxation, Company Law matters, Project Financing, Corporate Restructuring, Corporate & Management Consultancy, Merchant Banking, Investment Banking etc. She possesses Merchant Banking Certification from National of Securities Market She is currently working as Partner with Inga Ventures Private Limited, a category Spearheading equity capital market raising- public offering as well private equity including FCCBs and other debt offerings, advisory transactions like open offer under SAST regulations, buy back of shares, delisting, fair valuation of shares, valuation of company, and other products like formati01i of A1Fs, RElTs, lNVlT's etc. \Vas formerly a Practicing Chartered Accountant more than 10 years as a partner with S.H Bathiya Associates engaged in the f-field of Audit, Taxation, Company law matters, Consultancy work, Corporate Finance, etc. Mr. Ashok Kumar Goel is a serial entrepreneur with various businesses. Currently he is investing in different businesses of finance, manufacturing and focused more on ventures which have positive social and environmental impact. As Chairman of Pan India Paryatan Pvt Ltd. he oversees the management of Essel World, the largest amusement park in the country and Water Kingdom, one of the largest Theme Water Parks in Asia. He is a true visionary and a veteran in the entertainment and amusement industry. He was Chairman and Managing Director of Essel Propack Limited (now called EPL Ltd) until 2019 when he divested his majority stake. Under Ashok Goel's leadership, EPL has been ranked no. 1 in laminated tubes in the world and holds a particularly strong position in emerging economies of India and China. He has successfully led the integration of a complex and diverse range of technologies and processes and achieved operational efficiencies and overall integration of different cultures and processes. Ashok was President of Plastlndia Foundation an apex Plastic Industry association, OPPI and Founder President of IAAPI (Indian Association of Amusement Parks and Industries).공시 • Nov 02Nilkamal Limited Announces Cessation of Mihir H. Parekh as the DirectorBoard of Directors of Nilkamal Limited at its meeting held on 1st November, 2023 have approved and taken on record the following:- Noted and took on record the cessation of Mr. Mihir H. Parekh (DIN: 07308466) as the Director of the Company, with effect from close of business hours on 1 November, 2023 due to resignation.Reported Earnings • Nov 02Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: ₹16.76 (up from ₹16.02 in 2Q 2023). Revenue: ₹7.82b (down 3.2% from 2Q 2023). Net income: ₹250.1m (up 4.5% from 2Q 2023). Profit margin: 3.2% (up from 3.0% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 54%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.공시 • Oct 21Nilkamal Limited to Report Q2, 2024 Results on Nov 01, 2023Nilkamal Limited announced that they will report Q2, 2024 results on Nov 01, 2023Board Change • Sep 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 8 highly experienced directors. Chairman Emeritus Vamanrai Parekh was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Aug 04First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: ₹21.73 (up from ₹19.21 in 1Q 2023). Revenue: ₹7.86b (up 6.2% from 1Q 2023). Net income: ₹324.3m (up 13% from 1Q 2023). Profit margin: 4.1% (up from 3.9% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.5%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.공시 • Jul 26Nilkamal Limited to Report Q1, 2024 Results on Aug 03, 2023Nilkamal Limited announced that they will report Q1, 2024 results on Aug 03, 2023분석 기사 • Jul 26Here's Why Nilkamal (NSE:NILKAMAL) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...공시 • Jul 08Nilkamal Limited Approves Final Dividend for the Fiscal Year 2023Nilkamal Limited approved final dividend for the Fiscal Year 2023 at the rate of 200%, that is INR 20 per Equity share of face value of Share of INR 10 each as against total dividend at the rate of 150%, that is INR 15 per equity share of face value of INR 10 each in the previous year at its Annual General Meeting of the Company held on July 7, 2023.공시 • Jun 30Nilkamal Limited Announces Cessation of Hiroo Mirchandani as Independent Director of the CompanyNilkamal Limited announced that Mr. Hiroo Mirchandani ceased to be an Independent Director of the Company at the close of the business hours on June 29,2023, upon completion of her second term of office as an Independent Director.Upcoming Dividend • Jun 23Upcoming dividend of ₹20.00 per share at 0.8% yieldEligible shareholders must have bought the stock before 30 June 2023. Payment date: 06 August 2023. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (1.0%).분석 기사 • Jun 16Nilkamal's (NSE:NILKAMAL) Dividend Will Be Increased To ₹20.00The board of Nilkamal Limited ( NSE:NILKAMAL ) has announced that it will be paying its dividend of ₹20.00 on the 6th...분석 기사 • May 25Nilkamal (NSE:NILKAMAL) Will Pay A Larger Dividend Than Last Year At ₹20.00Nilkamal Limited ( NSE:NILKAMAL ) has announced that it will be increasing its periodic dividend on the 6th of August...분석 기사 • May 23Are Nilkamal Limited (NSE:NILKAMAL) Investors Paying Above The Intrinsic Value?Key Insights Using the 2 Stage Free Cash Flow to Equity, Nilkamal fair value estimate is ₹1,979 Nilkamal's ₹2,396 share...공시 • May 21+ 1 more updateNilkamal Limited, Annual General Meeting, Jul 07, 2023Nilkamal Limited, Annual General Meeting, Jul 07, 2023, at 11:00 Indian Standard Time. Agenda: To approve final dividend.Reported Earnings • May 21Full year 2023 earnings released: EPS: ₹89.76 (vs ₹55.86 in FY 2022)Full year 2023 results: EPS: ₹89.76 (up from ₹55.86 in FY 2022). Revenue: ₹31.4b (up 15% from FY 2022). Net income: ₹1.34b (up 61% from FY 2022). Profit margin: 4.3% (up from 3.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 16Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: ₹22.24 (down from ₹22.39 in 3Q 2022). Revenue: ₹7.54b (flat on 3Q 2022). Net income: ₹331.8m (flat on 3Q 2022). Profit margin: 4.4% (in line with 3Q 2022). Revenue missed analyst estimates by 10%. Earnings per share (EPS) also missed analyst estimates by 2.0%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Packaging industry in India. 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 11% per year, which means it is well ahead of earnings.공시 • Feb 08Nilkamal Limited to Report Q3, 2023 Results on Feb 14, 2023Nilkamal Limited announced that they will report Q3, 2023 results on Feb 14, 2023Buying Opportunity • Dec 21Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be ₹2,353, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 8.0%. Revenue is forecast to grow by 21% in 2 years. Earnings is forecast to grow by 108% in the next 2 years.Reported Earnings • Nov 16Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: ₹16.02 (down from ₹18.94 in 2Q 2022). Revenue: ₹8.08b (up 9.2% from 2Q 2022). Net income: ₹239.3m (down 15% from 2Q 2022). Profit margin: 3.0% (down from 3.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 9.3% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Reported Earnings • Nov 12Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: ₹16.02 (down from ₹18.94 in 2Q 2022). Revenue: ₹8.10b (up 9.5% from 2Q 2022). Net income: ₹239.3m (down 15% from 2Q 2022). Profit margin: 3.0% (down from 3.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 9.3% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Price Target Changed • Oct 10Price target increased to ₹2,625Up from ₹2,429, the current price target is an average from 2 analysts. New target price is 29% above last closing price of ₹2,041. Stock is down 24% over the past year. The company is forecast to post earnings per share of ₹97.85 for next year compared to ₹55.86 last year.분석 기사 • Aug 02The Returns On Capital At Nilkamal (NSE:NILKAMAL) Don't Inspire ConfidenceThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Reported Earnings • Jul 31First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: ₹19.21 (up from ₹1.13 in 1Q 2022). Revenue: ₹7.42b (up 51% from 1Q 2022). Net income: ₹286.6m (up ₹269.8m from 1Q 2022). Profit margin: 3.9% (up from 0.3% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 19%. Earnings per share (EPS) also surpassed analyst estimates by 465%. Over the next year, revenue is forecast to grow 5.2%, compared to a 14% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.분석 기사 • Jul 03Estimating The Intrinsic Value Of Nilkamal Limited (NSE:NILKAMAL)How far off is Nilkamal Limited ( NSE:NILKAMAL ) from its intrinsic value? Using the most recent financial data, we'll...Recent Insider Transactions • Jul 02MD & Executive Director recently bought ₹826k worth of stockOn the 28th of June, Hiten Parekh bought around 463 shares on-market at roughly ₹1,785 per share. In the last 3 months, there was an even bigger purchase from another insider worth ₹2.5m. This was Hiten's only on-market trade for the last 12 months.Upcoming Dividend • Jun 30Upcoming dividend of ₹15.00 per shareEligible shareholders must have bought the stock before 07 July 2022. Payment date: 15 August 2022. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Indian dividend payers (1.8%). Lower than average of industry peers (1.3%).Reported Earnings • Jun 23Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: ₹55.86 (down from ₹75.68 in FY 2021). Revenue: ₹27.3b (up 31% from FY 2021). Net income: ₹833.5m (down 26% from FY 2021). Profit margin: 3.1% (down from 5.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates by 11%. Over the next year, revenue is forecast to grow 12%, compared to a 21% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Recent Insider Transactions • Jun 08Insider recently bought ₹2.5m worth of stockOn the 1st of June, Dhruvi Kumar bought around 1k shares on-market at roughly ₹1,956 per share. In the last 3 months, they made an even bigger purchase worth ₹9.7m. Insiders have collectively bought ₹16m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Jun 02Insider recently bought ₹1.3m worth of stockOn the 30th of May, Dhruvi Kumar bought around 662 shares on-market at roughly ₹1,931 per share. In the last 3 months, they made an even bigger purchase worth ₹9.7m. Despite this recent purchase, insiders have collectively sold ₹4.9m more in shares than they bought in the last 12 months.분석 기사 • May 27Earnings Miss: Nilkamal Limited Missed EPS By 11% And Analysts Are Revising Their ForecastsThe yearly results for Nilkamal Limited ( NSE:NILKAMAL ) were released last week, making it a good time to revisit its...Reported Earnings • May 24Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: ₹55.86 (down from ₹75.68 in FY 2021). Revenue: ₹27.4b (up 31% from FY 2021). Net income: ₹833.5m (down 26% from FY 2021). Profit margin: 3.0% (down from 5.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates by 11%. Over the next year, revenue is forecast to grow 10%, compared to a 12% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.분석 기사 • Apr 08There Are Reasons To Feel Uneasy About Nilkamal's (NSE:NILKAMAL) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Recent Insider Transactions • Apr 02Insider recently bought ₹4.4m worth of stockOn the 28th of March, Dhruvi Kumar bought around 2k shares on-market at roughly ₹2,146 per share. In the last 3 months, they made an even bigger purchase worth ₹9.7m. Despite this recent purchase, insiders have collectively sold ₹6.2m more in shares than they bought in the last 12 months.Recent Insider Transactions • Mar 19Insider recently bought ₹4.5m worth of stockOn the 14th of March, Dhruvi Kumar bought around 2k shares on-market at roughly ₹2,082 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold ₹32m more in shares than they bought in the last 12 months.Reported Earnings • Feb 13Third quarter 2022 earnings: EPS misses analyst expectationsThird quarter 2022 results: EPS: ₹22.39 (down from ₹36.39 in 3Q 2021). Revenue: ₹7.57b (up 21% from 3Q 2021). Net income: ₹334.2m (down 39% from 3Q 2021). Profit margin: 4.4% (down from 8.7% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Over the next year, revenue is forecast to grow 14%, compared to a 8.0% growth forecast for the 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 21% per year, which means it is well ahead of earnings.Reported Earnings • Nov 03Second quarter 2022 earnings released: EPS ₹18.94 (vs ₹33.19 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: ₹7.39b (up 38% from 2Q 2021). Net income: ₹282.6m (down 43% from 2Q 2021). Profit margin: 3.8% (down from 9.3% in 2Q 2021). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹2,961, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 13x in the Packaging industry in Asia. Total returns to shareholders of 75% over the past three years.이익 및 매출 성장 예측NSEI:NILKAMAL - 애널리스트 향후 추정치 및 과거 재무 데이터 (INR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/202848,2042,254N/A3,49623/31/202741,8051,893N/A2,84113/31/202637,7811,1561,5283,056N/A12/31/202537,0691,082N/AN/AN/A9/30/202535,9911,0442272,017N/A6/30/202534,5321,034N/AN/AN/A3/31/202533,1271,064-2282,475N/A12/31/202432,5291,078N/AN/AN/A9/30/202432,0211,1561482,597N/A6/30/202431,5591,081N/AN/AN/A3/31/202431,9631,2229432,501N/A12/31/202331,9101,349N/AN/AN/A9/30/202331,4191,3882941,883N/A6/30/202331,7401,377N/AN/AN/A3/31/202331,3091,339-581,900N/A12/31/202230,4401,057N/AN/AN/A9/30/202230,4611,060-5251,601N/A6/30/202229,7781,103N/AN/AN/A3/31/202227,301834-950691N/A12/31/202126,6801,014N/AN/AN/A9/30/202125,3821,223-1,926-744N/A6/30/202123,3311,436N/AN/AN/A3/31/202120,9221,1291,2542,030N/A12/31/202019,7371,066N/AN/AN/A9/30/202019,3048263,7744,174N/A6/30/202019,721821N/AN/AN/A3/31/202022,5721,4211,5142,519N/A12/31/201922,6571,404N/AN/AN/A9/30/201922,6131,398N/A2,677N/A6/30/201923,1371,148N/AN/AN/A3/31/201923,6241,173N/A1,748N/A3/31/201821,2401,235N/A1,207N/A3/31/201720,2401,225N/A1,115N/A3/31/201619,2651,141N/A1,826N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: NILKAMAL 의 연간 예상 수익 증가율(31%)이 saving rate(6.9%)보다 높습니다.수익 vs 시장: NILKAMAL 의 연간 수익(31%)이 Indian 시장(16.3%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: NILKAMAL 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: NILKAMAL 의 수익(연간 12.2%)이 Indian 시장(연간 11.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: NILKAMAL 의 수익(연간 12.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: NILKAMAL의 자본 수익률은 3년 후 12.8%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/10 07:52종가2026/07/10 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 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스Nilkamal Limited는 7명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Girisha SarafAmbit Capitalnull nullAnand Rathi Shares and Stock Brokers LimitedRishab BothraAnand Rathi Shares and Stock Brokers Limited4명의 분석가 더 보기
Price Target Changed • Mar 31Price target decreased by 16% to ₹1,639Down from ₹1,945, the current price target is provided by 1 analyst. New target price is 54% above last closing price of ₹1,067. Stock is down 33% over the past year. The company is forecast to post earnings per share of ₹77.40 for next year compared to ₹71.32 last year.
분석 기사 • Aug 02Earnings Miss: Nilkamal Limited Missed EPS By 35% And Analysts Are Revising Their ForecastsLast week, you might have seen that Nilkamal Limited ( NSE:NILKAMAL ) released its quarterly result to the market. The...
Price Target Changed • May 20Price target decreased by 11% to ₹2,063Down from ₹2,306, the current price target is an average from 2 analysts. New target price is 15% above last closing price of ₹1,790. Stock is down 5.4% over the past year. The company is forecast to post earnings per share of ₹84.90 for next year compared to ₹71.32 last year.
Price Target Changed • Nov 14Price target increased by 12% to ₹2,378Up from ₹2,116, the current price target is an average from 2 analysts. New target price is 27% above last closing price of ₹1,874. Stock is down 15% over the past year. The company is forecast to post earnings per share of ₹76.00 for next year compared to ₹81.92 last year.
Price Target Changed • May 16Price target decreased by 12% to ₹2,116Down from ₹2,412, the current price target is provided by 1 analyst. New target price is 12% above last closing price of ₹1,889. Stock is down 11% over the past year. The company posted earnings per share of ₹81.92 last year.
분석 기사 • Feb 03Nilkamal Limited Just Missed EPS By 13%: Here's What Analysts Think Will Happen NextNilkamal Limited ( NSE:NILKAMAL ) shareholders are probably feeling a little disappointed, since its shares fell 4.3...
Upcoming Dividend • Jul 03Upcoming dividend of ₹20.00 per shareEligible shareholders must have bought the stock before 10 July 2026. Payment date: 16 August 2026. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.6%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (1.0%).
Reported Earnings • Jun 24Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: ₹77.46 (up from ₹71.32 in FY 2025). Revenue: ₹37.8b (up 14% from FY 2025). Net income: ₹1.16b (up 8.6% from FY 2025). Profit margin: 3.1% (down from 3.2% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.
공시 • Jun 22+ 3 more updatesNilkamal Limited to Report Q1, 2027 Results on Aug 14, 2026Nilkamal Limited announced that they will report Q1, 2027 results on Aug 14, 2026
Declared Dividend • May 16Dividend of ₹20.00 announcedDividend of ₹20.00 is the same as last year. Ex-date: 10th July 2026 Payment date: 16th August 2026 Dividend yield will be 1.6%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
공시 • May 15Nilkamal Limited announces Annual dividend, payable on August 16, 2026Nilkamal Limited announced Annual dividend of INR 20.0000 per share payable on August 16, 2026, ex-date on July 10, 2026 and record date on July 10, 2026.
Reported Earnings • May 15Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: ₹77.45 (up from ₹71.32 in FY 2025). Revenue: ₹37.9b (up 14% from FY 2025). Net income: ₹1.16b (up 8.6% from FY 2025). Profit margin: 3.0% (down from 3.2% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 15% per year.
공시 • May 14Nilkamal Limited, Annual General Meeting, Jul 17, 2026Nilkamal Limited, Annual General Meeting, Jul 17, 2026, at 11:00 Indian Standard Time.
공시 • May 06Nilkamal Limited to Report Q4, 2026 Results on May 14, 2026Nilkamal Limited announced that they will report Q4, 2026 results on May 14, 2026
Price Target Changed • Mar 31Price target decreased by 16% to ₹1,639Down from ₹1,945, the current price target is provided by 1 analyst. New target price is 54% above last closing price of ₹1,067. Stock is down 33% over the past year. The company is forecast to post earnings per share of ₹77.40 for next year compared to ₹71.32 last year.
Reported Earnings • Feb 06Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: EPS: ₹16.93 (up from ₹14.40 in 3Q 2025). Revenue: ₹9.66b (up 13% from 3Q 2025). Net income: ₹252.6m (up 18% from 3Q 2025). Profit margin: 2.6% (in line with 3Q 2025). Revenue missed analyst estimates by 4.3%. Earnings per share (EPS) also missed analyst estimates by 33%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 9% per year.
공시 • Jan 29Nilkamal Limited to Report Q3, 2026 Results on Feb 05, 2026Nilkamal Limited announced that they will report Q3, 2026 results on Feb 05, 2026
분석 기사 • Nov 12Analyst Forecasts Just Became More Bearish On Nilkamal Limited (NSE:NILKAMAL)Market forces rained on the parade of Nilkamal Limited ( NSE:NILKAMAL ) shareholders today, when the analysts...
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: ₹22.49 (vs ₹21.80 in 2Q 2025)Second quarter 2026 results: EPS: ₹22.49 (up from ₹21.80 in 2Q 2025). Revenue: ₹9.71b (up 18% from 2Q 2025). Net income: ₹335.7m (up 3.2% from 2Q 2025). Profit margin: 3.5% (down from 4.0% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 9% per year.
공시 • Oct 31Nilkamal Limited to Report Q2, 2026 Results on Nov 06, 2025Nilkamal Limited announced that they will report Q2, 2026 results on Nov 06, 2025
Board Change • Aug 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Abhay Jadeja was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
분석 기사 • Aug 02Earnings Miss: Nilkamal Limited Missed EPS By 35% And Analysts Are Revising Their ForecastsLast week, you might have seen that Nilkamal Limited ( NSE:NILKAMAL ) released its quarterly result to the market. The...
Reported Earnings • Jul 30First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: ₹10.21 (down from ₹12.25 in 1Q 2025). Revenue: ₹8.87b (up 19% from 1Q 2025). Net income: ₹152.4m (down 17% from 1Q 2025). Profit margin: 1.7% (down from 2.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates by 35%. Revenue is forecast to grow 6.1% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 9% per year, which means it is performing significantly worse than earnings.
공시 • Jul 23Nilkamal Limited to Report Q1, 2026 Results on Jul 29, 2025Nilkamal Limited announced that they will report Q1, 2026 results on Jul 29, 2025
Upcoming Dividend • Jul 04Upcoming dividend of ₹20.00 per shareEligible shareholders must have bought the stock before 11 July 2025. Payment date: 17 August 2025. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 1.2%. Within top quartile of Indian dividend payers (1.2%). Higher than average of industry peers (0.9%).
Reported Earnings • Jun 26Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₹71.32 (down from ₹81.92 in FY 2024). Revenue: ₹33.1b (up 3.6% from FY 2024). Net income: ₹1.06b (down 13% from FY 2024). Profit margin: 3.2% (down from 3.8% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.4%. Revenue is forecast to grow 7.3% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
분석 기사 • Jun 24Nilkamal (NSE:NILKAMAL) Has Affirmed Its Dividend Of ₹20.00The board of Nilkamal Limited ( NSE:NILKAMAL ) has announced that it will pay a dividend of ₹20.00 per share on the...
Price Target Changed • May 20Price target decreased by 11% to ₹2,063Down from ₹2,306, the current price target is an average from 2 analysts. New target price is 15% above last closing price of ₹1,790. Stock is down 5.4% over the past year. The company is forecast to post earnings per share of ₹84.90 for next year compared to ₹71.32 last year.
Reported Earnings • May 18Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₹71.32 (down from ₹81.92 in FY 2024). Revenue: ₹33.1b (up 3.6% from FY 2024). Net income: ₹1.06b (down 13% from FY 2024). Profit margin: 3.2% (down from 3.8% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.4%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
분석 기사 • May 17Nilkamal (NSE:NILKAMAL) Will Pay A Dividend Of ₹20.00The board of Nilkamal Limited ( NSE:NILKAMAL ) has announced that it will pay a dividend on the 17th of August, with...
Declared Dividend • May 16Dividend of ₹20.00 announcedDividend of ₹20.00 is the same as last year. Ex-date: 11th July 2025 Payment date: 17th August 2025 Dividend yield will be 1.1%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (24% earnings payout ratio) but not covered by cash flows (201% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 55% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • May 16Subdued Growth No Barrier To Nilkamal Limited's (NSE:NILKAMAL) PriceThere wouldn't be many who think Nilkamal Limited's ( NSE:NILKAMAL ) price-to-earnings (or "P/E") ratio of 24.5x is...
공시 • May 15+ 1 more updateNilkamal Limited, Annual General Meeting, Jul 18, 2025Nilkamal Limited, Annual General Meeting, Jul 18, 2025, at 11:00 Indian Standard Time.
공시 • May 10Nilkamal Limited to Report Q4, 2025 Results on May 14, 2025Nilkamal Limited announced that they will report Q4, 2025 results on May 14, 2025
Buy Or Sell Opportunity • Apr 01Now 23% overvaluedOver the last 90 days, the stock has fallen 17% to ₹1,584. The fair value is estimated to be ₹1,288, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has grown by 5.7%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 55% in the next 2 years.
Buy Or Sell Opportunity • Mar 06Now 24% overvaluedOver the last 90 days, the stock has fallen 17% to ₹1,595. The fair value is estimated to be ₹1,286, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has grown by 5.7%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 55% in the next 2 years.
Reported Earnings • Feb 06Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: ₹14.40 (down from ₹19.64 in 3Q 2024). Revenue: ₹8.57b (up 6.7% from 3Q 2024). Net income: ₹214.9m (down 27% from 3Q 2024). Profit margin: 2.5% (down from 3.6% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 38%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
공시 • Feb 05Nilkamal Limited Appoints Sagar Mehta as Company Secretary and Compliance OfficerNilkamal Limited approved the appointment of Mr. Sagar Mehta (ACS 44900), as Company Secretary (Key Managerial Personnel) and Compliance Officer of the Company with effect from 5 February, 2025. Brief profile of Mr. Sagar Mehta is attached herewith. Mr. Sagar Mehta is a professional and having expertise in company secretarial, compliance and legal functions. An Associate Member of the Institute of Company Secretaries of India (ICSI), he also holds a Bachelor's degree in Commerce and Law from the University of Murnbai. Mr. Sagar Mehta specializes in corporate law, legal and governance. He has significant experience with various subjects including Initial Public Offerings, Listing Regulations, Due Diligence, and enhancing Corporate Governance. He was previously associated with Manufacturing Company in organic chemical sector for more than 8 years.
공시 • Jan 30Nilkamal Limited to Report Q3, 2025 Results on Feb 05, 2025Nilkamal Limited announced that they will report Q3, 2025 results on Feb 05, 2025
Price Target Changed • Nov 14Price target increased by 12% to ₹2,378Up from ₹2,116, the current price target is an average from 2 analysts. New target price is 27% above last closing price of ₹1,874. Stock is down 15% over the past year. The company is forecast to post earnings per share of ₹76.00 for next year compared to ₹81.92 last year.
Reported Earnings • Oct 29Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: ₹21.80 (up from ₹16.76 in 2Q 2024). Revenue: ₹8.24b (up 6.3% from 2Q 2024). Net income: ₹325.3m (up 30% from 2Q 2024). Profit margin: 3.9% (up from 3.2% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 8.5%. Earnings per share (EPS) also surpassed analyst estimates by 58%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
공시 • Oct 29Nilkamal Limited Announces Resignation of Priti Dave as Company Secretary and Compliance OfficerNilkamal Limited announced that Ms. Priti Dave, Company Secretary and Compliance Officer (Key Managerial Personnel) of the Company, has submitted he r resignation vide her letter dated 22nd October, 2024 and will be relieved from the services of the Company with effect from close of business hour on 15thNovember. 2024. The Board acknowledged her resignation at its meeting held on 28th October, 2024.
공시 • Oct 18Nilkamal Limited to Report Q2, 2025 Results on Oct 28, 2024Nilkamal Limited announced that they will report Q2, 2025 results on Oct 28, 2024
Reported Earnings • Aug 01First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: ₹12.25 (down from ₹21.73 in 1Q 2024). Revenue: ₹7.43b (down 5.2% from 1Q 2024). Net income: ₹182.8m (down 44% from 1Q 2024). Profit margin: 2.5% (down from 4.1% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 9.2%. Earnings per share (EPS) also missed analyst estimates by 44%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
공시 • Jul 18Nilkamal Limited to Report Q1, 2025 Results on Jul 31, 2024Nilkamal Limited announced that they will report Q1, 2025 results on Jul 31, 2024
분석 기사 • Jul 13Shareholders Will Probably Hold Off On Increasing Nilkamal Limited's (NSE:NILKAMAL) CEO Compensation For The Time BeingKey Insights Nilkamal to hold its Annual General Meeting on 19th of July Salary of ₹30.4m is part of CEO Hiten Parekh's...
Upcoming Dividend • Jul 05Upcoming dividend of ₹20.00 per shareEligible shareholders must have bought the stock before 12 July 2024. Payment date: 18 August 2024. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Indian dividend payers (1.1%). Higher than average of industry peers (0.8%).
분석 기사 • Jul 05Nilkamal (NSE:NILKAMAL) Has Affirmed Its Dividend Of ₹20.00The board of Nilkamal Limited ( NSE:NILKAMAL ) has announced that it will pay a dividend of ₹20.00 per share on the...
Board Change • Jul 02Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Additional Independent Director Ashok Kumar Nandkishore Goel was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Jun 28Nilkamal Limited Announces Board ChangesNilkamal Limited informed that as per the terms of appointment, Mr. K. R. Ramamoorthy (DIN: 00058467), Mr. Mahendra V. Doshi (DIN: 00123243), Mr. Mufazzal S. Federal (DIN: 03409798) and Mr. Sarvadaman K. Palekar (DIN: 01723670) on June 27, 2024, completes their second term as Independent Directors of Nilkamal Limited and accordingly ceases to be an Independent Directors and Members of the Board of Directors of the Company with effect from end of the day on June 27, 2024. The Board of Directors and the Management of the Company place on record their deep appreciation for the contributions made by Mr. K. R. Ramamoorthy, Mr. Mahendra V. Doshi, Mr. Mufazzal S. Federal and Mr. Sarvadaman K. Palekar during their association with the Company over the years.
Reported Earnings • Jun 26Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: ₹81.92 (down from ₹89.76 in FY 2023). Revenue: ₹32.0b (up 2.1% from FY 2023). Net income: ₹1.22b (down 8.7% from FY 2023). Profit margin: 3.8% (down from 4.3% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 5.1%. Earnings per share (EPS) exceeded analyst estimates by 32%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
분석 기사 • Jun 21Nilkamal (NSE:NILKAMAL) Will Pay A Dividend Of ₹20.00The board of Nilkamal Limited ( NSE:NILKAMAL ) has announced that it will pay a dividend of ₹20.00 per share on the...
Price Target Changed • May 16Price target decreased by 12% to ₹2,116Down from ₹2,412, the current price target is provided by 1 analyst. New target price is 12% above last closing price of ₹1,889. Stock is down 11% over the past year. The company posted earnings per share of ₹81.92 last year.
Declared Dividend • May 16Dividend of ₹20.00 announcedDividend of ₹20.00 is the same as last year. Ex-date: 12th July 2024 Payment date: 18th August 2024 Dividend yield will be 1.1%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
공시 • May 16Nilkamal Limited, Annual General Meeting, Jul 19, 2024Nilkamal Limited, Annual General Meeting, Jul 19, 2024, at 11:00 Indian Standard Time.
Reported Earnings • May 15Full year 2024 earnings released: EPS: ₹81.92 (vs ₹89.76 in FY 2023)Full year 2024 results: EPS: ₹81.92 (down from ₹89.76 in FY 2023). Revenue: ₹32.1b (up 2.5% from FY 2023). Net income: ₹1.22b (down 8.7% from FY 2023). Profit margin: 3.8% (down from 4.3% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
공시 • May 15Nilkamal Limited Recommends Final Dividend for the Year Ended March 31, 2024Nilkamal Limited informed that the Board of Directors of the Company at its meeting held on May 14, 2024. Recommended a final dividend of INR 20 (200%) per equity share of INR 10 each (F.V.) on 14,922,525 Nos. of Equity Shares, which is subject to the approval of the shareholder at the ensuing Annual General Meeting (AGM) of the Company and will be paid on or after 26th July, 2024. Register of Members and the Share Transfer Books of the Company will remain closed from 13th July, 2024 to 19th July, 2024 (both days inclusive), for the purpose of Annual General Meeting and Dividend. The Dividend, if approved will be payable to those Equity Shareholders, holding shares either in physical form or in dematerialized form on the close of 12th July, 2024.
공시 • May 05Nilkamal Limited to Report Q4, 2024 Results on May 14, 2024Nilkamal Limited announced that they will report Q4, 2024 results on May 14, 2024
Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹2,043, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 18x in the Packaging industry in India. Total returns to shareholders of 5.6% over the past three years.
분석 기사 • Feb 03Nilkamal Limited Just Missed EPS By 13%: Here's What Analysts Think Will Happen NextNilkamal Limited ( NSE:NILKAMAL ) shareholders are probably feeling a little disappointed, since its shares fell 4.3...
Reported Earnings • Feb 01Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: ₹19.64 (down from ₹22.24 in 3Q 2023). Revenue: ₹8.06b (up 6.8% from 3Q 2023). Net income: ₹293.0m (down 12% from 3Q 2023). Profit margin: 3.6% (down from 4.4% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Jan 22Nilkamal Limited to Report Q3, 2024 Results on Jan 31, 2024Nilkamal Limited announced that they will report Q3, 2024 results on Jan 31, 2024
Price Target Changed • Dec 21Price target decreased by 12% to ₹2,367Down from ₹2,681, the current price target is provided by 1 analyst. New target price is 6.0% above last closing price of ₹2,233. Stock is up 20% over the past year. The company is forecast to post earnings per share of ₹104 for next year compared to ₹89.76 last year.
공시 • Dec 15Nilkamal Limited Announces Board AppointmentsNilkamal Limited approved the appointment of Ms. Kavita Shah and Mr. Ashok Kumar Goel as an Additional and Independent Director of the Company for a period of five consecutive years with effect from 18th September, 2023 and 1st November, 2023 respectively. Ms. Kavita Shah aged 56 years, has joined as Additional Director (Independent Director) of Company. She is a Chartered Accountant (FCA) with more than 30 of experience in Accounting, Auditing, Taxation, Company Law matters, Project Financing, Corporate Restructuring, Corporate & Management Consultancy, Merchant Banking, Investment Banking etc. She possesses Merchant Banking Certification from National of Securities Market She is currently working as Partner with Inga Ventures Private Limited, a category Spearheading equity capital market raising- public offering as well private equity including FCCBs and other debt offerings, advisory transactions like open offer under SAST regulations, buy back of shares, delisting, fair valuation of shares, valuation of company, and other products like formati01i of A1Fs, RElTs, lNVlT's etc. \Vas formerly a Practicing Chartered Accountant more than 10 years as a partner with S.H Bathiya Associates engaged in the f-field of Audit, Taxation, Company law matters, Consultancy work, Corporate Finance, etc. Mr. Ashok Kumar Goel is a serial entrepreneur with various businesses. Currently he is investing in different businesses of finance, manufacturing and focused more on ventures which have positive social and environmental impact. As Chairman of Pan India Paryatan Pvt Ltd. he oversees the management of Essel World, the largest amusement park in the country and Water Kingdom, one of the largest Theme Water Parks in Asia. He is a true visionary and a veteran in the entertainment and amusement industry. He was Chairman and Managing Director of Essel Propack Limited (now called EPL Ltd) until 2019 when he divested his majority stake. Under Ashok Goel's leadership, EPL has been ranked no. 1 in laminated tubes in the world and holds a particularly strong position in emerging economies of India and China. He has successfully led the integration of a complex and diverse range of technologies and processes and achieved operational efficiencies and overall integration of different cultures and processes. Ashok was President of Plastlndia Foundation an apex Plastic Industry association, OPPI and Founder President of IAAPI (Indian Association of Amusement Parks and Industries).
공시 • Nov 02Nilkamal Limited Announces Cessation of Mihir H. Parekh as the DirectorBoard of Directors of Nilkamal Limited at its meeting held on 1st November, 2023 have approved and taken on record the following:- Noted and took on record the cessation of Mr. Mihir H. Parekh (DIN: 07308466) as the Director of the Company, with effect from close of business hours on 1 November, 2023 due to resignation.
Reported Earnings • Nov 02Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: ₹16.76 (up from ₹16.02 in 2Q 2023). Revenue: ₹7.82b (down 3.2% from 2Q 2023). Net income: ₹250.1m (up 4.5% from 2Q 2023). Profit margin: 3.2% (up from 3.0% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 54%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Oct 21Nilkamal Limited to Report Q2, 2024 Results on Nov 01, 2023Nilkamal Limited announced that they will report Q2, 2024 results on Nov 01, 2023
Board Change • Sep 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 8 highly experienced directors. Chairman Emeritus Vamanrai Parekh was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Aug 04First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: ₹21.73 (up from ₹19.21 in 1Q 2023). Revenue: ₹7.86b (up 6.2% from 1Q 2023). Net income: ₹324.3m (up 13% from 1Q 2023). Profit margin: 4.1% (up from 3.9% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.5%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Jul 26Nilkamal Limited to Report Q1, 2024 Results on Aug 03, 2023Nilkamal Limited announced that they will report Q1, 2024 results on Aug 03, 2023
분석 기사 • Jul 26Here's Why Nilkamal (NSE:NILKAMAL) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
공시 • Jul 08Nilkamal Limited Approves Final Dividend for the Fiscal Year 2023Nilkamal Limited approved final dividend for the Fiscal Year 2023 at the rate of 200%, that is INR 20 per Equity share of face value of Share of INR 10 each as against total dividend at the rate of 150%, that is INR 15 per equity share of face value of INR 10 each in the previous year at its Annual General Meeting of the Company held on July 7, 2023.
공시 • Jun 30Nilkamal Limited Announces Cessation of Hiroo Mirchandani as Independent Director of the CompanyNilkamal Limited announced that Mr. Hiroo Mirchandani ceased to be an Independent Director of the Company at the close of the business hours on June 29,2023, upon completion of her second term of office as an Independent Director.
Upcoming Dividend • Jun 23Upcoming dividend of ₹20.00 per share at 0.8% yieldEligible shareholders must have bought the stock before 30 June 2023. Payment date: 06 August 2023. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (1.0%).
분석 기사 • Jun 16Nilkamal's (NSE:NILKAMAL) Dividend Will Be Increased To ₹20.00The board of Nilkamal Limited ( NSE:NILKAMAL ) has announced that it will be paying its dividend of ₹20.00 on the 6th...
분석 기사 • May 25Nilkamal (NSE:NILKAMAL) Will Pay A Larger Dividend Than Last Year At ₹20.00Nilkamal Limited ( NSE:NILKAMAL ) has announced that it will be increasing its periodic dividend on the 6th of August...
분석 기사 • May 23Are Nilkamal Limited (NSE:NILKAMAL) Investors Paying Above The Intrinsic Value?Key Insights Using the 2 Stage Free Cash Flow to Equity, Nilkamal fair value estimate is ₹1,979 Nilkamal's ₹2,396 share...
공시 • May 21+ 1 more updateNilkamal Limited, Annual General Meeting, Jul 07, 2023Nilkamal Limited, Annual General Meeting, Jul 07, 2023, at 11:00 Indian Standard Time. Agenda: To approve final dividend.
Reported Earnings • May 21Full year 2023 earnings released: EPS: ₹89.76 (vs ₹55.86 in FY 2022)Full year 2023 results: EPS: ₹89.76 (up from ₹55.86 in FY 2022). Revenue: ₹31.4b (up 15% from FY 2022). Net income: ₹1.34b (up 61% from FY 2022). Profit margin: 4.3% (up from 3.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 16Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: ₹22.24 (down from ₹22.39 in 3Q 2022). Revenue: ₹7.54b (flat on 3Q 2022). Net income: ₹331.8m (flat on 3Q 2022). Profit margin: 4.4% (in line with 3Q 2022). Revenue missed analyst estimates by 10%. Earnings per share (EPS) also missed analyst estimates by 2.0%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Packaging industry in India. 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 11% per year, which means it is well ahead of earnings.
공시 • Feb 08Nilkamal Limited to Report Q3, 2023 Results on Feb 14, 2023Nilkamal Limited announced that they will report Q3, 2023 results on Feb 14, 2023
Buying Opportunity • Dec 21Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be ₹2,353, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 8.0%. Revenue is forecast to grow by 21% in 2 years. Earnings is forecast to grow by 108% in the next 2 years.
Reported Earnings • Nov 16Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: ₹16.02 (down from ₹18.94 in 2Q 2022). Revenue: ₹8.08b (up 9.2% from 2Q 2022). Net income: ₹239.3m (down 15% from 2Q 2022). Profit margin: 3.0% (down from 3.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 9.3% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 12Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: ₹16.02 (down from ₹18.94 in 2Q 2022). Revenue: ₹8.10b (up 9.5% from 2Q 2022). Net income: ₹239.3m (down 15% from 2Q 2022). Profit margin: 3.0% (down from 3.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 9.3% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Price Target Changed • Oct 10Price target increased to ₹2,625Up from ₹2,429, the current price target is an average from 2 analysts. New target price is 29% above last closing price of ₹2,041. Stock is down 24% over the past year. The company is forecast to post earnings per share of ₹97.85 for next year compared to ₹55.86 last year.
분석 기사 • Aug 02The Returns On Capital At Nilkamal (NSE:NILKAMAL) Don't Inspire ConfidenceThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Reported Earnings • Jul 31First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: ₹19.21 (up from ₹1.13 in 1Q 2022). Revenue: ₹7.42b (up 51% from 1Q 2022). Net income: ₹286.6m (up ₹269.8m from 1Q 2022). Profit margin: 3.9% (up from 0.3% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 19%. Earnings per share (EPS) also surpassed analyst estimates by 465%. Over the next year, revenue is forecast to grow 5.2%, compared to a 14% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
분석 기사 • Jul 03Estimating The Intrinsic Value Of Nilkamal Limited (NSE:NILKAMAL)How far off is Nilkamal Limited ( NSE:NILKAMAL ) from its intrinsic value? Using the most recent financial data, we'll...
Recent Insider Transactions • Jul 02MD & Executive Director recently bought ₹826k worth of stockOn the 28th of June, Hiten Parekh bought around 463 shares on-market at roughly ₹1,785 per share. In the last 3 months, there was an even bigger purchase from another insider worth ₹2.5m. This was Hiten's only on-market trade for the last 12 months.
Upcoming Dividend • Jun 30Upcoming dividend of ₹15.00 per shareEligible shareholders must have bought the stock before 07 July 2022. Payment date: 15 August 2022. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Indian dividend payers (1.8%). Lower than average of industry peers (1.3%).
Reported Earnings • Jun 23Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: ₹55.86 (down from ₹75.68 in FY 2021). Revenue: ₹27.3b (up 31% from FY 2021). Net income: ₹833.5m (down 26% from FY 2021). Profit margin: 3.1% (down from 5.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates by 11%. Over the next year, revenue is forecast to grow 12%, compared to a 21% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Jun 08Insider recently bought ₹2.5m worth of stockOn the 1st of June, Dhruvi Kumar bought around 1k shares on-market at roughly ₹1,956 per share. In the last 3 months, they made an even bigger purchase worth ₹9.7m. Insiders have collectively bought ₹16m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Jun 02Insider recently bought ₹1.3m worth of stockOn the 30th of May, Dhruvi Kumar bought around 662 shares on-market at roughly ₹1,931 per share. In the last 3 months, they made an even bigger purchase worth ₹9.7m. Despite this recent purchase, insiders have collectively sold ₹4.9m more in shares than they bought in the last 12 months.
분석 기사 • May 27Earnings Miss: Nilkamal Limited Missed EPS By 11% And Analysts Are Revising Their ForecastsThe yearly results for Nilkamal Limited ( NSE:NILKAMAL ) were released last week, making it a good time to revisit its...
Reported Earnings • May 24Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: ₹55.86 (down from ₹75.68 in FY 2021). Revenue: ₹27.4b (up 31% from FY 2021). Net income: ₹833.5m (down 26% from FY 2021). Profit margin: 3.0% (down from 5.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates by 11%. Over the next year, revenue is forecast to grow 10%, compared to a 12% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
분석 기사 • Apr 08There Are Reasons To Feel Uneasy About Nilkamal's (NSE:NILKAMAL) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Recent Insider Transactions • Apr 02Insider recently bought ₹4.4m worth of stockOn the 28th of March, Dhruvi Kumar bought around 2k shares on-market at roughly ₹2,146 per share. In the last 3 months, they made an even bigger purchase worth ₹9.7m. Despite this recent purchase, insiders have collectively sold ₹6.2m more in shares than they bought in the last 12 months.
Recent Insider Transactions • Mar 19Insider recently bought ₹4.5m worth of stockOn the 14th of March, Dhruvi Kumar bought around 2k shares on-market at roughly ₹2,082 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold ₹32m more in shares than they bought in the last 12 months.
Reported Earnings • Feb 13Third quarter 2022 earnings: EPS misses analyst expectationsThird quarter 2022 results: EPS: ₹22.39 (down from ₹36.39 in 3Q 2021). Revenue: ₹7.57b (up 21% from 3Q 2021). Net income: ₹334.2m (down 39% from 3Q 2021). Profit margin: 4.4% (down from 8.7% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Over the next year, revenue is forecast to grow 14%, compared to a 8.0% growth forecast for the 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 21% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 03Second quarter 2022 earnings released: EPS ₹18.94 (vs ₹33.19 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: ₹7.39b (up 38% from 2Q 2021). Net income: ₹282.6m (down 43% from 2Q 2021). Profit margin: 3.8% (down from 9.3% in 2Q 2021). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹2,961, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 13x in the Packaging industry in Asia. Total returns to shareholders of 75% over the past three years.