View ValuationKnowledge Marine & Engineering Works 향후 성장Future 기준 점검 6/6Knowledge Marine & Engineering Works (는) 각각 연간 53.9% 및 52.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 51.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 29.3% 로 예상됩니다.핵심 정보53.9%이익 성장률51.23%EPS 성장률Shipping 이익 성장-3.0%매출 성장률52.5%향후 자기자본이익률29.30%애널리스트 커버리지Low마지막 업데이트19 Feb 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesReported Earnings • May 31Full year 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2026 results: EPS: ₹34.57 (up from ₹22.96 in FY 2025). Revenue: ₹2.72b (up 35% from FY 2025). Net income: ₹788.0m (up 59% from FY 2025). Profit margin: 29% (up from 25% in FY 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 16%. Revenue is forecast to grow 50% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Shipping industry in Asia. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 26Knowledge Marine & Engineering Works Limited to Report Q4, 2026 Results on May 29, 2026Knowledge Marine & Engineering Works Limited announced that they will report Q4, 2026 results on May 29, 2026New Risk • May 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • May 04Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹2,037, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 11x in the Shipping industry in Asia. Total returns to shareholders of 290% over the past three years.새로운 내러티브 • Feb 22Order Book Visibility And Tonnage Tax Regime Will Support Long Term Earnings NarrativeCatalysts About Knowledge Marine & Engineering Works Knowledge Marine & Engineering Works provides dredging, small craft operations and commercial shipbuilding services, primarily to ports and inland waterway authorities. What are the underlying business or industry changes driving this perspective?Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: ₹13.44 (vs ₹7.39 in 3Q 2025)Third quarter 2026 results: EPS: ₹13.44 (up from ₹7.39 in 3Q 2025). Revenue: ₹950.1m (up 65% from 3Q 2025). Net income: ₹331.1m (up 112% from 3Q 2025). Profit margin: 35% (up from 27% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 56% p.a. on average during the next 3 years, compared to a 1.1% decline forecast for the Shipping industry in Asia. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.공시 • Feb 09Knowledge Marine & Engineering Works Limited to Report Q3, 2026 Results on Feb 12, 2026Knowledge Marine & Engineering Works Limited announced that they will report Q3, 2026 results on Feb 12, 2026Valuation Update With 7 Day Price Move • Jan 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹1,583, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 13x in the Shipping industry in Asia. Total returns to shareholders of 173% over the past three years.공시 • Nov 08Knowledge Marine & Engineering Works Limited to Report Q2, 2026 Results on Nov 14, 2025Knowledge Marine & Engineering Works Limited announced that they will report Q2, 2026 results at 12:15 PM, Indian Standard Time on Nov 14, 2025Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹2,782, the stock trades at a trailing P/E ratio of 59.8x. Average trailing P/E is 17x in the Shipping industry in India. Total returns to shareholders of 266% over the past three years.New Risk • Nov 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 8.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.7% average weekly change). Minor Risk High level of debt (40% net debt to equity).공시 • Sep 17Knowledge Marine & Engineering Works Limited announced that it has received INR 2.73702695 billion in funding from VIMANA CAPITAL MANAGEMENT LLP, Convergent Finance LLP and other investorsOn September 17, 2025, Knowledge Marine & Engineering Works Limited closed the transaction. The company issued 1,421,054 equity shares at a price of INR 1,900 per share for aggregate gross proceeds of INR 2,700,002,600 and 77,946 convertible warrants at a price of INR 475 for aggregate proceeds of INR 37,024,350 for aggregate gross proceeds of INR 2,737,026,950. The transaction has been approved by the board of directors. The transaction will led by funds advised by Convergent Finance LLP, invested for INR 2,400,000,000 for a 10.3% stake in the company. The transaction includes participation from existing marquee shareholders, Ashish Kacholia, Vijay Karnani through Vimana Capital Management LLP, and Kamlesh Shah. Sujay Kewalramani also participated, subscribing to warrants for proceeds of INR 37,024,350. The warrant exercise price will be of INR 1,425 and will be exercisable within 18 months from the date of allotment.New Risk • Sep 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (40% net debt to equity). Share price has been volatile over the past 3 months (6.3% average weekly change).Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improves as stock rises 25%After last week's 25% share price gain to ₹2,189, the stock trades at a trailing P/E ratio of 47.1x. Average trailing P/E is 15x in the Shipping industry in India. Total returns to shareholders of 303% over the past three years.공시 • Sep 04Knowledge Marine & Engineering Works Limited, Annual General Meeting, Sep 30, 2025Knowledge Marine & Engineering Works Limited, Annual General Meeting, Sep 30, 2025.Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹1,950, the stock trades at a trailing P/E ratio of 41.9x. Average trailing P/E is 14x in the Shipping industry in India. Total returns to shareholders of 279% over the past three years.Reported Earnings • Aug 15First quarter 2026 earnings released: EPS: ₹10.43 (vs ₹10.59 in 1Q 2025)First quarter 2026 results: EPS: ₹10.43 (down from ₹10.59 in 1Q 2025). Revenue: ₹490.3m (up 2.6% from 1Q 2025). Net income: ₹110.8m (down 3.0% from 1Q 2025). Profit margin: 23% (down from 24% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.공시 • Aug 12Knowledge Marine & Engineering Works Limited to Report Q1, 2026 Results on Aug 14, 2025Knowledge Marine & Engineering Works Limited announced that they will report Q1, 2026 results on Aug 14, 2025공시 • Aug 07Knowledge Marine & Engineering Works Limited (BSE:543273) completed the acquisition of remaining 29.99% stake in Indian Ports Dredging Private Limited from its existing shareholders for INR 4.15 million.Knowledge Marine & Engineering Works Limited (BSE:543273) agreed to acquire remaining 30% stake in Indian Ports Dredging Private Limited from its existing shareholders on May 30, 2025. A cash consideration will be paid by Knowledge Marine & Engineering Works Limited. Upon completion, Knowledge Marine & Engineering Works Limited will own 100% stake in Indian Ports Dredging Private Limited. The transaction is subject to approval of offer by acquirer board. The deal has been approved by the board. The transaction is expected to complete within one month. Knowledge Marine & Engineering Works Limited (BSE:543273) completed the acquisition of remaining 29.99% stake in Indian Ports Dredging Private Limited from its existing shareholders for INR 4.15 million on August 06, 2025. By such acquisition Indian Ports Dredging Private Limited has become the wholly owned subsidiary company of Knowledge Marine & Engineering Works Limited.Reported Earnings • Jun 01Full year 2025 earnings released: EPS: ₹46.12 (vs ₹36.03 in FY 2024)Full year 2025 results: EPS: ₹46.12 (up from ₹36.03 in FY 2024). Revenue: ₹2.06b (up 26% from FY 2024). Net income: ₹496.0m (up 28% from FY 2024). Profit margin: 24% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 83% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Jun 01New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 40% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (38% accrual ratio). Minor Risk High level of debt (40% net debt to equity).공시 • May 26Knowledge Marine & Engineering Works Limited to Report Q4, 2025 Results on May 30, 2025Knowledge Marine & Engineering Works Limited announced that they will report Q4, 2025 results on May 30, 2025New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 12Third quarter 2025 earnings released: EPS: ₹14.77 (vs ₹1.41 in 3Q 2024)Third quarter 2025 results: EPS: ₹14.77 (up from ₹1.41 in 3Q 2024). Revenue: ₹576.1m (up 268% from 3Q 2024). Net income: ₹156.2m (up ₹141.7m from 3Q 2024). Profit margin: 27% (up from 9.3% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 125% per year, which means it is tracking significantly ahead of earnings growth.공시 • Feb 05Knowledge Marine & Engineering Works Limited to Report Q3, 2025 Results on Feb 11, 2025Knowledge Marine & Engineering Works Limited announced that they will report Q3, 2025 results on Feb 11, 2025Buy Or Sell Opportunity • Feb 03Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 7.8% to ₹2,011. The fair value is estimated to be ₹1,638, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 23%.Buy Or Sell Opportunity • Jan 16Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 4.7% to ₹1,990. The fair value is estimated to be ₹1,635, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 23%.New Risk • Jan 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (30% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.7% average weekly change).Valuation Update With 7 Day Price Move • Jan 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₹1,836, the stock trades at a trailing P/E ratio of 52.8x. Average trailing P/E is 21x in the Shipping industry in India. Total returns to shareholders of 1,013% over the past three years.Recent Insider Transactions • Dec 20Chief Executive Officer recently bought ₹1.4m worth of stockOn the 18th of December, Sujay Kewalramani bought around 625 shares on-market at roughly ₹2,199 per share. This transaction amounted to 9.4% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Sujay has been a buyer over the last 12 months, purchasing a net total of ₹4.7m worth in shares.Recent Insider Transactions • Dec 05Chief Executive Officer recently bought ₹1.3m worth of stockOn the 2nd of December, Sujay Kewalramani bought around 565 shares on-market at roughly ₹2,225 per share. This transaction amounted to 9.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Sujay's only on-market trade for the last 12 months.Reported Earnings • Nov 12First half 2025 earnings released: EPS: ₹21.17 (vs ₹22.40 in 1H 2024)First half 2025 results: EPS: ₹21.17 (down from ₹22.40 in 1H 2024). Revenue: ₹956.2m (down 11% from 1H 2024). Net income: ₹228.7m (down 5.5% from 1H 2024). Profit margin: 24% (up from 23% in 1H 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 164% per year, which means it is tracking significantly ahead of earnings growth.공시 • Oct 31Knowledge Marine & Engineering Works Limited to Report First Half, 2025 Results on Nov 07, 2024Knowledge Marine & Engineering Works Limited announced that they will report first half, 2025 results on Nov 07, 2024Valuation Update With 7 Day Price Move • Oct 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹1,931, the stock trades at a trailing P/E ratio of 53.6x. Average trailing P/E is 20x in the Shipping industry in India. Total returns to shareholders of 2,081% over the past three years.Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹1,695, the stock trades at a trailing P/E ratio of 47x. Average trailing P/E is 20x in the Shipping industry in India. Total returns to shareholders of 3,842% over the past three years.Reported Earnings • Aug 25Full year 2024 earnings released: EPS: ₹30.63 (vs ₹43.97 in FY 2023)Full year 2024 results: EPS: ₹30.63 (down from ₹43.97 in FY 2023). Revenue: ₹1.64b (down 19% from FY 2023). Net income: ₹389.2m (down 18% from FY 2023). Profit margin: 24% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has increased by 209% per year, which means it is tracking significantly ahead of earnings growth.공시 • Aug 21Knowledge Marine & Engineering Works Limited, Annual General Meeting, Sep 19, 2024Knowledge Marine & Engineering Works Limited, Annual General Meeting, Sep 19, 2024, at 16:00 Indian Standard Time.New Risk • Aug 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (41% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (8.6% average weekly change).Valuation Update With 7 Day Price Move • Aug 20Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₹1,366, the stock trades at a trailing P/E ratio of 37.9x. Average trailing P/E is 20x in the Shipping industry in India. Total returns to shareholders of 2,935% over the past three years.New Risk • Jun 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Share price has been volatile over the past 3 months (8.0% average weekly change).Valuation Update With 7 Day Price Move • May 30Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₹1,082, the stock trades at a trailing P/E ratio of 24.3x. Average trailing P/E is 24x in the Shipping industry in India. Total returns to shareholders of 2,252% over the past three years.공시 • May 19Knowledge Marine & Engineering Works Limited to Report Second Half, 2024 Results on May 28, 2024Knowledge Marine & Engineering Works Limited announced that they will report second half, 2024 results on May 28, 2024공시 • Mar 21Knowledge Marine & Engineering Works Limited Approves Appointment of Avdhoot Ajay Kotwal as Company Secretary and Compliance OfficerKnowledge Marine & Engineering Works Limited announced that the Board of Director of the Company at its meeting held on 21st March, 2024 has considered and approved the appointment of Mr. Avdhoot Ajay Kotwal as Company Secretary and Compliance Officer (designated as Key Managerial Personnel) of the Company with effective from 21st March, 2024. Mr. Avdhoot Kotwal is an Associate Member of the Institute of Company Secretaries of India and also a Post-graduate and has experience in dealing with matters relating to Companies Act, Listing Regulations and allied laws. Mr. Kotwal has worked in different domains and for various companies including listed, unlisted Companies and renowned PCS Firms. He has post qualification experience of 2 years in the field of secretarial and legal matters. He has achieved professional excellence and expertise in his work.Valuation Update With 7 Day Price Move • Mar 13Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₹1,226, the stock trades at a trailing P/E ratio of 27.5x. Average trailing P/E is 15x in the Shipping industry in India. Total returns to shareholders of 26% over the past year.공시 • Jan 03Knowledge Marine & Engineering Works Limited Announces Resignation of Ritika Sharma as Company Secretary & Compliance OfficerKnowledge Marine & Engineering Works Limited announced that Ritika Sharma has submitted her request for resignation from the post of Company Secretary & Compliance Officer of the Company on 1st January, 2024 due to her personal reasons. She will continue to discharge her duties as the Company Secretary and Compliance Officer of the Company until the close of business hours on March 29, 2024 or earlier as decided by the Board to facilitate smooth transition.Valuation Update With 7 Day Price Move • Dec 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹1,664, the stock trades at a trailing P/E ratio of 37.4x. Average trailing P/E is 15x in the Shipping industry in India. Total returns to shareholders of 75% over the past year.Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹1,560, the stock trades at a trailing P/E ratio of 35.1x. Average trailing P/E is 19x in the Shipping industry in India. Total returns to shareholders of 84% over the past year.Reported Earnings • Nov 16First half 2024 earnings released: EPS: ₹22.40 (vs ₹23.07 in 1H 2023)First half 2024 results: EPS: ₹22.40. Revenue: ₹1.08b (down 12% from 1H 2023). Net income: ₹241.9m (up 2.4% from 1H 2023). Profit margin: 22% (up from 19% in 1H 2023). The increase in margin was driven by lower expenses.공시 • Nov 02Knowledge Marine & Engineering Works Limited to Report First Half, 2024 Results on Nov 14, 2023Knowledge Marine & Engineering Works Limited announced that they will report first half, 2024 results on Nov 14, 2023Reported Earnings • Sep 11Full year 2023 earnings released: EPS: ₹43.97 (vs ₹20.74 in FY 2022)Full year 2023 results: EPS: ₹43.97 (up from ₹20.74 in FY 2022). Revenue: ₹2.02b (up 230% from FY 2022). Net income: ₹474.9m (up 124% from FY 2022). Profit margin: 24% (down from 35% in FY 2022). The decrease in margin was driven by higher expenses.공시 • Aug 31Knowledge Marine & Engineering Works Limited, Annual General Meeting, Sep 29, 2023Knowledge Marine & Engineering Works Limited, Annual General Meeting, Sep 29, 2023, at 16:00 Indian Standard Time.Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹1,622, the stock trades at a trailing P/E ratio of 36.9x. Average trailing P/E is 15x in the Shipping industry in India. Total returns to shareholders of 209% over the past year.Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₹1,372, the stock trades at a trailing P/E ratio of 31.2x. Average trailing P/E is 19x in the Shipping industry in India. Total returns to shareholders of 160% over the past year.공시 • Jul 06Knowledge Marine & Engineering Works Limited Announces Executive ChangesKnowledge Marine & Engineering Works Limited Considered and approved the appointment of Mr. Shailesh Bhambhani as an Additional Director in the capacity of Non- Executive Independent Director of the Company with effect from conclusion of the Board Meeting date 5 July 2023 . Considered and taken note of the Resignation of Mr. Sandip Zaveri (DIN: 00158876) as an Independent Director of the Company with effect from the date of resignation i.e, 3rd July 2023. Reason of resignation: Personal reasons and other pre occupancies only. Consequent to change in the composition of the Board of Directors of the Company, the Board of Directors have approved the reconstitution of certain committees of the Board of Directors with effect from 5` July, 2023 as under: Name of the Member Designation in the Committee: Mr. Ashish Mohandas:Chairperson, Mrs. Kanak Kewalramani: Member, Mr.Shailesh Bhambhani: Member. (ii) Pursuant to Section 178 of the Companies Act, 2013 read with Regulation 19 of the Listing Regulations, the Board of Directors has reconstituted the Stakeholders' Relationship Committee of the Board of Directors as under: Name of the Membe: Designation in the Committee, Mrs. Kanak Kewalramani Chairperson, Mr. Shailesh Bhambhani Member, Mr. Saurabh Daswani Member. Pursuant to Section 178 of the Companies Act, 2013 read with Regulation 19 of the Listing Regulations, the Board of Directors has reconstituted the Nomination and Remuneration Committee of the Board of Directors as under: Name of the Member:Designation in the Committee, Mr. Ashish Mohandas: Chairperson, Mr. Jagat Jiban Biswas: Member, Mr. Shailesh Bhambhani: Member. Mr. Shailesh Bhambhani is an experienced maritime professional since last 26 years in the Shipping Industry. He has been associated with Bergesen Worldwide group (BW group), Pool & Owners Singapore team(Singapore Group), Change XL, AfchemIndia, Director at Head of Chartering & Shipping Pte. Ltd. (Singapore), Head of Chartering & Shipping -Afco Management Pvt Ltd. (current designation till date). Academics: He is an MBA in International Business (Welingkar Institute of Management) he has certificate in Sustainable Development Goals, Certificate of Competency as Master (Foreign Going) unlimited, Kuffman fellows -techstars. Professional Qualifications: Professionally he is a member of Institute of Chartered Ship Brokers London, Associate fellow of Nautical Institute (London), Member of Indian Council of Arbitration, Member of Master Marines of India.Reported Earnings • Jun 02Full year 2023 earnings released: EPS: ₹45.26 (vs ₹20.74 in FY 2022)Full year 2023 results: EPS: ₹45.26 (up from ₹20.74 in FY 2022). Revenue: ₹2.03b (up 232% from FY 2022). Net income: ₹474.9m (up 124% from FY 2022). Profit margin: 23% (down from 35% in FY 2022). The decrease in margin was driven by higher expenses.공시 • May 25Knowledge Marine & Engineering Works Limited to Report Second Half, 2023 Results on May 30, 2023Knowledge Marine & Engineering Works Limited announced that they will report second half, 2023 results on May 30, 2023Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹1,165, the stock trades at a trailing P/E ratio of 59.3x. Average trailing P/E is 16x in the Shipping industry in India. Total returns to shareholders of 392% over the past year.Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹1,040, the stock trades at a trailing P/E ratio of 50.2x. Average trailing P/E is 14x in the Shipping industry in India. Total returns to shareholders of 626% over the past year.공시 • Dec 20Knowledge Marine & Engineering Works Limited announced that it has received INR 395.5 million in fundingOn December 19, 2022, Knowledge Marine & Engineering Works Limited closed the transaction.Valuation Update With 7 Day Price Move • Dec 07Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₹986, the stock trades at a trailing P/E ratio of 47.5x. Average trailing P/E is 15x in the Shipping industry in India. Total returns to shareholders of 566% over the past year.Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹760, the stock trades at a trailing P/E ratio of 36.6x. Average trailing P/E is 15x in the Shipping industry in India. Total returns to shareholders of 630% over the past year.공시 • Oct 29+ 1 more updateKnowledge Marine & Engineering Works Limited Appoints Ritika Sharma as Company Secretary and Compliance OfficerThe Board of Directors of Knowledge Marine & Engineering Works Limited in their meeting held on October 28, 2022 have appointed Ms. Ritika Sharma as the Company Secretary and Compliance Officer of the Company. Ms. Ritika Sharma is a qualified Company Secretary and an Associate Member of theInstitute of Company Secretaries of India and has also done her CA IPCC (Inter). She has completed her graduation in B. Com (hon's) from Calcutta University and has an experience of 2.5 years in the field of corporate and allied laws.Valuation Update With 7 Day Price Move • Sep 29Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹657, the stock trades at a trailing P/E ratio of 31.7x. Average trailing P/E is 10x in the Shipping industry in India. Total returns to shareholders of 1,410% over the past year.Reported Earnings • Sep 08Full year 2022 earnings released: EPS: ₹20.74 (vs ₹9.04 in FY 2021)Full year 2022 results: EPS: ₹20.74 (up from ₹9.04 in FY 2021). Revenue: ₹611.1m (up 84% from FY 2021). Net income: ₹212.3m (up 209% from FY 2021). Profit margin: 35% (up from 21% in FY 2021). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Sep 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹596, the stock trades at a trailing P/E ratio of 28.7x. Average trailing P/E is 16x in the Shipping industry in India. Total returns to shareholders of 1,223% over the past year.공시 • Sep 01Knowledge Marine & Engineering Works Limited, Annual General Meeting, Sep 30, 2022Knowledge Marine & Engineering Works Limited, Annual General Meeting, Sep 30, 2022, at 14:00 Indian Standard Time. Agenda: AGM.Valuation Update With 7 Day Price Move • Aug 08Investor sentiment improved over the past weekAfter last week's 34% share price gain to ₹538, the stock trades at a trailing P/E ratio of 25.9x. Average trailing P/E is 16x in the Shipping industry in India. Total returns to shareholders of 1,012% over the past year.Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improved over the past weekAfter last week's 24% share price gain to ₹327, the stock trades at a trailing P/E ratio of 15.8x. Average trailing P/E is 9x in the Shipping industry in India. Total returns to shareholders of 542% over the past year.Valuation Update With 7 Day Price Move • Jun 14Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₹292, the stock trades at a trailing P/E ratio of 14.1x. Average trailing P/E is 9x in the Shipping industry in India. Total returns to shareholders of 509% over the past year.Reported Earnings • May 08Full year 2022 earnings released: EPS: ₹19.89 (vs ₹9.04 in FY 2021)Full year 2022 results: EPS: ₹19.89 (up from ₹9.04 in FY 2021). Revenue: ₹616.2m (up 85% from FY 2021). Net income: ₹212.3m (up 209% from FY 2021). Profit margin: 35% (up from 21% in FY 2021). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₹208, the stock trades at a trailing P/E ratio of 26.7x. Average trailing P/E is 16x in the Shipping industry in India. Total returns to shareholders of 461% over the past year.Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹155, the stock trades at a trailing P/E ratio of 19.9x. Average trailing P/E is 12x in the Shipping industry in India.공시 • Feb 19+ 1 more updateKnowledge Marine & Engineering Works Limited Announces Appointment of Ruchi Nishar as Company Secretary and Compliance OfficerKnowledge Marine & Engineering Works Limited informed that on the recommendation of Nomination and Remuneration Committee, the Board of Directors of the Company at their meeting held on 18 February, 2022 approved the appointment of Ms. Ruchi Nishar (Membership No: 68260) as the Company Secretary & Compliance Officer (Key Managerial Personnel) of the Company with effect from 18th February, 2022 to fill the casual vacancy caused due to the resignation of Miss Sonali Gor, pursuant to the provisions of section 203 of the Companies Act, 2013 and Regulation 6 (1) of the Listing Regulations.Valuation Update With 7 Day Price Move • Jan 03Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹150, the stock trades at a trailing P/E ratio of 19.4x. Average trailing P/E is 14x in the Shipping industry in India.Valuation Update With 7 Day Price Move • Nov 22Investor sentiment improved over the past weekAfter last week's 21% share price gain to ₹127, the stock trades at a trailing P/E ratio of 18.9x. Average trailing P/E is 14x in the Shipping industry in India.Valuation Update With 7 Day Price Move • Oct 11Investor sentiment improved over the past weekAfter last week's 36% share price gain to ₹58.80, the stock trades at a trailing P/E ratio of 8.7x. Average trailing P/E is 10x in the Shipping industry in India.Reported Earnings • Jun 30Full year 2021 earnings released: EPS ₹6.72 (vs ₹5.32 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹334.2m (up 40% from FY 2020). Net income: ₹68.8m (up 73% from FY 2020). Profit margin: 21% (up from 17% in FY 2020). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Jun 20Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₹42.40, the stock trades at a trailing P/E ratio of 8x. Average trailing P/E is 16x in the Shipping industry in Asia.Valuation Update With 7 Day Price Move • May 26Investor sentiment improved over the past weekAfter last week's 24% share price gain to ₹46.55, the stock trades at a trailing P/E ratio of 8.8x. Average trailing P/E is 14x in the Shipping industry in Asia.이익 및 매출 성장 예측BSE:543273 - 애널리스트 향후 추정치 및 과거 재무 데이터 (INR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/20287,9172,460N/A2,67213/31/20274,8101,399N/A1,04413/31/20262,563788-3,195-2,004N/A12/31/20252,361660N/AN/AN/A9/30/20252,037491-56679N/A6/30/20252,060502N/AN/AN/A3/31/20252,007496-434578N/A12/31/20241,943522N/AN/AN/A9/30/20241,523380-251743N/A6/30/20241,533373N/AN/AN/A3/31/20241,636305-195384N/A12/31/20231,619378N/AN/AN/A9/30/20231,857481N/AN/AN/A6/30/20231,936478N/AN/AN/A3/31/20232,01547543212N/A12/31/20221,831437N/AN/AN/A9/30/20221,647399N/AN/AN/A6/30/20221,129306N/AN/AN/A3/31/202261121284346N/A12/31/2021486146N/AN/AN/A9/30/202136180-6329N/A6/30/202134774-3438N/A3/31/202133369-648N/A3/31/202023945-14620N/A3/31/201910619N/A112N/A3/31/201810613N/A30N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 543273 의 연간 예상 수익 증가율(53.9%)이 saving rate(6.9%)보다 높습니다.수익 vs 시장: 543273 의 연간 수익(53.9%)이 Indian 시장(16.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 543273 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 543273 의 수익(연간 52.5%)이 Indian 시장(연간 10.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 543273 의 수익(연간 52.5%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 543273의 자본 수익률은 3년 후 29.3%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTransportation 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/09 09:45종가2026/06/09 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Knowledge Marine & Engineering Works Limited는 3명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Parvez QaziNuvama Wealth Management LimitedPrateek ParekhNuvama Wealth Management LimitedVikram DatwaniNuvama Wealth Management Limited
Reported Earnings • May 31Full year 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2026 results: EPS: ₹34.57 (up from ₹22.96 in FY 2025). Revenue: ₹2.72b (up 35% from FY 2025). Net income: ₹788.0m (up 59% from FY 2025). Profit margin: 29% (up from 25% in FY 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 16%. Revenue is forecast to grow 50% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Shipping industry in Asia. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 26Knowledge Marine & Engineering Works Limited to Report Q4, 2026 Results on May 29, 2026Knowledge Marine & Engineering Works Limited announced that they will report Q4, 2026 results on May 29, 2026
New Risk • May 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • May 04Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹2,037, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 11x in the Shipping industry in Asia. Total returns to shareholders of 290% over the past three years.
새로운 내러티브 • Feb 22Order Book Visibility And Tonnage Tax Regime Will Support Long Term Earnings NarrativeCatalysts About Knowledge Marine & Engineering Works Knowledge Marine & Engineering Works provides dredging, small craft operations and commercial shipbuilding services, primarily to ports and inland waterway authorities. What are the underlying business or industry changes driving this perspective?
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: ₹13.44 (vs ₹7.39 in 3Q 2025)Third quarter 2026 results: EPS: ₹13.44 (up from ₹7.39 in 3Q 2025). Revenue: ₹950.1m (up 65% from 3Q 2025). Net income: ₹331.1m (up 112% from 3Q 2025). Profit margin: 35% (up from 27% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 56% p.a. on average during the next 3 years, compared to a 1.1% decline forecast for the Shipping industry in Asia. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Feb 09Knowledge Marine & Engineering Works Limited to Report Q3, 2026 Results on Feb 12, 2026Knowledge Marine & Engineering Works Limited announced that they will report Q3, 2026 results on Feb 12, 2026
Valuation Update With 7 Day Price Move • Jan 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹1,583, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 13x in the Shipping industry in Asia. Total returns to shareholders of 173% over the past three years.
공시 • Nov 08Knowledge Marine & Engineering Works Limited to Report Q2, 2026 Results on Nov 14, 2025Knowledge Marine & Engineering Works Limited announced that they will report Q2, 2026 results at 12:15 PM, Indian Standard Time on Nov 14, 2025
Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹2,782, the stock trades at a trailing P/E ratio of 59.8x. Average trailing P/E is 17x in the Shipping industry in India. Total returns to shareholders of 266% over the past three years.
New Risk • Nov 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 8.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.7% average weekly change). Minor Risk High level of debt (40% net debt to equity).
공시 • Sep 17Knowledge Marine & Engineering Works Limited announced that it has received INR 2.73702695 billion in funding from VIMANA CAPITAL MANAGEMENT LLP, Convergent Finance LLP and other investorsOn September 17, 2025, Knowledge Marine & Engineering Works Limited closed the transaction. The company issued 1,421,054 equity shares at a price of INR 1,900 per share for aggregate gross proceeds of INR 2,700,002,600 and 77,946 convertible warrants at a price of INR 475 for aggregate proceeds of INR 37,024,350 for aggregate gross proceeds of INR 2,737,026,950. The transaction has been approved by the board of directors. The transaction will led by funds advised by Convergent Finance LLP, invested for INR 2,400,000,000 for a 10.3% stake in the company. The transaction includes participation from existing marquee shareholders, Ashish Kacholia, Vijay Karnani through Vimana Capital Management LLP, and Kamlesh Shah. Sujay Kewalramani also participated, subscribing to warrants for proceeds of INR 37,024,350. The warrant exercise price will be of INR 1,425 and will be exercisable within 18 months from the date of allotment.
New Risk • Sep 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (40% net debt to equity). Share price has been volatile over the past 3 months (6.3% average weekly change).
Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improves as stock rises 25%After last week's 25% share price gain to ₹2,189, the stock trades at a trailing P/E ratio of 47.1x. Average trailing P/E is 15x in the Shipping industry in India. Total returns to shareholders of 303% over the past three years.
공시 • Sep 04Knowledge Marine & Engineering Works Limited, Annual General Meeting, Sep 30, 2025Knowledge Marine & Engineering Works Limited, Annual General Meeting, Sep 30, 2025.
Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹1,950, the stock trades at a trailing P/E ratio of 41.9x. Average trailing P/E is 14x in the Shipping industry in India. Total returns to shareholders of 279% over the past three years.
Reported Earnings • Aug 15First quarter 2026 earnings released: EPS: ₹10.43 (vs ₹10.59 in 1Q 2025)First quarter 2026 results: EPS: ₹10.43 (down from ₹10.59 in 1Q 2025). Revenue: ₹490.3m (up 2.6% from 1Q 2025). Net income: ₹110.8m (down 3.0% from 1Q 2025). Profit margin: 23% (down from 24% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Aug 12Knowledge Marine & Engineering Works Limited to Report Q1, 2026 Results on Aug 14, 2025Knowledge Marine & Engineering Works Limited announced that they will report Q1, 2026 results on Aug 14, 2025
공시 • Aug 07Knowledge Marine & Engineering Works Limited (BSE:543273) completed the acquisition of remaining 29.99% stake in Indian Ports Dredging Private Limited from its existing shareholders for INR 4.15 million.Knowledge Marine & Engineering Works Limited (BSE:543273) agreed to acquire remaining 30% stake in Indian Ports Dredging Private Limited from its existing shareholders on May 30, 2025. A cash consideration will be paid by Knowledge Marine & Engineering Works Limited. Upon completion, Knowledge Marine & Engineering Works Limited will own 100% stake in Indian Ports Dredging Private Limited. The transaction is subject to approval of offer by acquirer board. The deal has been approved by the board. The transaction is expected to complete within one month. Knowledge Marine & Engineering Works Limited (BSE:543273) completed the acquisition of remaining 29.99% stake in Indian Ports Dredging Private Limited from its existing shareholders for INR 4.15 million on August 06, 2025. By such acquisition Indian Ports Dredging Private Limited has become the wholly owned subsidiary company of Knowledge Marine & Engineering Works Limited.
Reported Earnings • Jun 01Full year 2025 earnings released: EPS: ₹46.12 (vs ₹36.03 in FY 2024)Full year 2025 results: EPS: ₹46.12 (up from ₹36.03 in FY 2024). Revenue: ₹2.06b (up 26% from FY 2024). Net income: ₹496.0m (up 28% from FY 2024). Profit margin: 24% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 83% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Jun 01New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 40% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (38% accrual ratio). Minor Risk High level of debt (40% net debt to equity).
공시 • May 26Knowledge Marine & Engineering Works Limited to Report Q4, 2025 Results on May 30, 2025Knowledge Marine & Engineering Works Limited announced that they will report Q4, 2025 results on May 30, 2025
New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 12Third quarter 2025 earnings released: EPS: ₹14.77 (vs ₹1.41 in 3Q 2024)Third quarter 2025 results: EPS: ₹14.77 (up from ₹1.41 in 3Q 2024). Revenue: ₹576.1m (up 268% from 3Q 2024). Net income: ₹156.2m (up ₹141.7m from 3Q 2024). Profit margin: 27% (up from 9.3% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 125% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Feb 05Knowledge Marine & Engineering Works Limited to Report Q3, 2025 Results on Feb 11, 2025Knowledge Marine & Engineering Works Limited announced that they will report Q3, 2025 results on Feb 11, 2025
Buy Or Sell Opportunity • Feb 03Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 7.8% to ₹2,011. The fair value is estimated to be ₹1,638, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 23%.
Buy Or Sell Opportunity • Jan 16Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 4.7% to ₹1,990. The fair value is estimated to be ₹1,635, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 23%.
New Risk • Jan 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (30% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.7% average weekly change).
Valuation Update With 7 Day Price Move • Jan 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₹1,836, the stock trades at a trailing P/E ratio of 52.8x. Average trailing P/E is 21x in the Shipping industry in India. Total returns to shareholders of 1,013% over the past three years.
Recent Insider Transactions • Dec 20Chief Executive Officer recently bought ₹1.4m worth of stockOn the 18th of December, Sujay Kewalramani bought around 625 shares on-market at roughly ₹2,199 per share. This transaction amounted to 9.4% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Sujay has been a buyer over the last 12 months, purchasing a net total of ₹4.7m worth in shares.
Recent Insider Transactions • Dec 05Chief Executive Officer recently bought ₹1.3m worth of stockOn the 2nd of December, Sujay Kewalramani bought around 565 shares on-market at roughly ₹2,225 per share. This transaction amounted to 9.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Sujay's only on-market trade for the last 12 months.
Reported Earnings • Nov 12First half 2025 earnings released: EPS: ₹21.17 (vs ₹22.40 in 1H 2024)First half 2025 results: EPS: ₹21.17 (down from ₹22.40 in 1H 2024). Revenue: ₹956.2m (down 11% from 1H 2024). Net income: ₹228.7m (down 5.5% from 1H 2024). Profit margin: 24% (up from 23% in 1H 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 164% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Oct 31Knowledge Marine & Engineering Works Limited to Report First Half, 2025 Results on Nov 07, 2024Knowledge Marine & Engineering Works Limited announced that they will report first half, 2025 results on Nov 07, 2024
Valuation Update With 7 Day Price Move • Oct 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹1,931, the stock trades at a trailing P/E ratio of 53.6x. Average trailing P/E is 20x in the Shipping industry in India. Total returns to shareholders of 2,081% over the past three years.
Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹1,695, the stock trades at a trailing P/E ratio of 47x. Average trailing P/E is 20x in the Shipping industry in India. Total returns to shareholders of 3,842% over the past three years.
Reported Earnings • Aug 25Full year 2024 earnings released: EPS: ₹30.63 (vs ₹43.97 in FY 2023)Full year 2024 results: EPS: ₹30.63 (down from ₹43.97 in FY 2023). Revenue: ₹1.64b (down 19% from FY 2023). Net income: ₹389.2m (down 18% from FY 2023). Profit margin: 24% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has increased by 209% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Aug 21Knowledge Marine & Engineering Works Limited, Annual General Meeting, Sep 19, 2024Knowledge Marine & Engineering Works Limited, Annual General Meeting, Sep 19, 2024, at 16:00 Indian Standard Time.
New Risk • Aug 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (41% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (8.6% average weekly change).
Valuation Update With 7 Day Price Move • Aug 20Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₹1,366, the stock trades at a trailing P/E ratio of 37.9x. Average trailing P/E is 20x in the Shipping industry in India. Total returns to shareholders of 2,935% over the past three years.
New Risk • Jun 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Share price has been volatile over the past 3 months (8.0% average weekly change).
Valuation Update With 7 Day Price Move • May 30Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₹1,082, the stock trades at a trailing P/E ratio of 24.3x. Average trailing P/E is 24x in the Shipping industry in India. Total returns to shareholders of 2,252% over the past three years.
공시 • May 19Knowledge Marine & Engineering Works Limited to Report Second Half, 2024 Results on May 28, 2024Knowledge Marine & Engineering Works Limited announced that they will report second half, 2024 results on May 28, 2024
공시 • Mar 21Knowledge Marine & Engineering Works Limited Approves Appointment of Avdhoot Ajay Kotwal as Company Secretary and Compliance OfficerKnowledge Marine & Engineering Works Limited announced that the Board of Director of the Company at its meeting held on 21st March, 2024 has considered and approved the appointment of Mr. Avdhoot Ajay Kotwal as Company Secretary and Compliance Officer (designated as Key Managerial Personnel) of the Company with effective from 21st March, 2024. Mr. Avdhoot Kotwal is an Associate Member of the Institute of Company Secretaries of India and also a Post-graduate and has experience in dealing with matters relating to Companies Act, Listing Regulations and allied laws. Mr. Kotwal has worked in different domains and for various companies including listed, unlisted Companies and renowned PCS Firms. He has post qualification experience of 2 years in the field of secretarial and legal matters. He has achieved professional excellence and expertise in his work.
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₹1,226, the stock trades at a trailing P/E ratio of 27.5x. Average trailing P/E is 15x in the Shipping industry in India. Total returns to shareholders of 26% over the past year.
공시 • Jan 03Knowledge Marine & Engineering Works Limited Announces Resignation of Ritika Sharma as Company Secretary & Compliance OfficerKnowledge Marine & Engineering Works Limited announced that Ritika Sharma has submitted her request for resignation from the post of Company Secretary & Compliance Officer of the Company on 1st January, 2024 due to her personal reasons. She will continue to discharge her duties as the Company Secretary and Compliance Officer of the Company until the close of business hours on March 29, 2024 or earlier as decided by the Board to facilitate smooth transition.
Valuation Update With 7 Day Price Move • Dec 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹1,664, the stock trades at a trailing P/E ratio of 37.4x. Average trailing P/E is 15x in the Shipping industry in India. Total returns to shareholders of 75% over the past year.
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹1,560, the stock trades at a trailing P/E ratio of 35.1x. Average trailing P/E is 19x in the Shipping industry in India. Total returns to shareholders of 84% over the past year.
Reported Earnings • Nov 16First half 2024 earnings released: EPS: ₹22.40 (vs ₹23.07 in 1H 2023)First half 2024 results: EPS: ₹22.40. Revenue: ₹1.08b (down 12% from 1H 2023). Net income: ₹241.9m (up 2.4% from 1H 2023). Profit margin: 22% (up from 19% in 1H 2023). The increase in margin was driven by lower expenses.
공시 • Nov 02Knowledge Marine & Engineering Works Limited to Report First Half, 2024 Results on Nov 14, 2023Knowledge Marine & Engineering Works Limited announced that they will report first half, 2024 results on Nov 14, 2023
Reported Earnings • Sep 11Full year 2023 earnings released: EPS: ₹43.97 (vs ₹20.74 in FY 2022)Full year 2023 results: EPS: ₹43.97 (up from ₹20.74 in FY 2022). Revenue: ₹2.02b (up 230% from FY 2022). Net income: ₹474.9m (up 124% from FY 2022). Profit margin: 24% (down from 35% in FY 2022). The decrease in margin was driven by higher expenses.
공시 • Aug 31Knowledge Marine & Engineering Works Limited, Annual General Meeting, Sep 29, 2023Knowledge Marine & Engineering Works Limited, Annual General Meeting, Sep 29, 2023, at 16:00 Indian Standard Time.
Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹1,622, the stock trades at a trailing P/E ratio of 36.9x. Average trailing P/E is 15x in the Shipping industry in India. Total returns to shareholders of 209% over the past year.
Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₹1,372, the stock trades at a trailing P/E ratio of 31.2x. Average trailing P/E is 19x in the Shipping industry in India. Total returns to shareholders of 160% over the past year.
공시 • Jul 06Knowledge Marine & Engineering Works Limited Announces Executive ChangesKnowledge Marine & Engineering Works Limited Considered and approved the appointment of Mr. Shailesh Bhambhani as an Additional Director in the capacity of Non- Executive Independent Director of the Company with effect from conclusion of the Board Meeting date 5 July 2023 . Considered and taken note of the Resignation of Mr. Sandip Zaveri (DIN: 00158876) as an Independent Director of the Company with effect from the date of resignation i.e, 3rd July 2023. Reason of resignation: Personal reasons and other pre occupancies only. Consequent to change in the composition of the Board of Directors of the Company, the Board of Directors have approved the reconstitution of certain committees of the Board of Directors with effect from 5` July, 2023 as under: Name of the Member Designation in the Committee: Mr. Ashish Mohandas:Chairperson, Mrs. Kanak Kewalramani: Member, Mr.Shailesh Bhambhani: Member. (ii) Pursuant to Section 178 of the Companies Act, 2013 read with Regulation 19 of the Listing Regulations, the Board of Directors has reconstituted the Stakeholders' Relationship Committee of the Board of Directors as under: Name of the Membe: Designation in the Committee, Mrs. Kanak Kewalramani Chairperson, Mr. Shailesh Bhambhani Member, Mr. Saurabh Daswani Member. Pursuant to Section 178 of the Companies Act, 2013 read with Regulation 19 of the Listing Regulations, the Board of Directors has reconstituted the Nomination and Remuneration Committee of the Board of Directors as under: Name of the Member:Designation in the Committee, Mr. Ashish Mohandas: Chairperson, Mr. Jagat Jiban Biswas: Member, Mr. Shailesh Bhambhani: Member. Mr. Shailesh Bhambhani is an experienced maritime professional since last 26 years in the Shipping Industry. He has been associated with Bergesen Worldwide group (BW group), Pool & Owners Singapore team(Singapore Group), Change XL, AfchemIndia, Director at Head of Chartering & Shipping Pte. Ltd. (Singapore), Head of Chartering & Shipping -Afco Management Pvt Ltd. (current designation till date). Academics: He is an MBA in International Business (Welingkar Institute of Management) he has certificate in Sustainable Development Goals, Certificate of Competency as Master (Foreign Going) unlimited, Kuffman fellows -techstars. Professional Qualifications: Professionally he is a member of Institute of Chartered Ship Brokers London, Associate fellow of Nautical Institute (London), Member of Indian Council of Arbitration, Member of Master Marines of India.
Reported Earnings • Jun 02Full year 2023 earnings released: EPS: ₹45.26 (vs ₹20.74 in FY 2022)Full year 2023 results: EPS: ₹45.26 (up from ₹20.74 in FY 2022). Revenue: ₹2.03b (up 232% from FY 2022). Net income: ₹474.9m (up 124% from FY 2022). Profit margin: 23% (down from 35% in FY 2022). The decrease in margin was driven by higher expenses.
공시 • May 25Knowledge Marine & Engineering Works Limited to Report Second Half, 2023 Results on May 30, 2023Knowledge Marine & Engineering Works Limited announced that they will report second half, 2023 results on May 30, 2023
Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹1,165, the stock trades at a trailing P/E ratio of 59.3x. Average trailing P/E is 16x in the Shipping industry in India. Total returns to shareholders of 392% over the past year.
Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹1,040, the stock trades at a trailing P/E ratio of 50.2x. Average trailing P/E is 14x in the Shipping industry in India. Total returns to shareholders of 626% over the past year.
공시 • Dec 20Knowledge Marine & Engineering Works Limited announced that it has received INR 395.5 million in fundingOn December 19, 2022, Knowledge Marine & Engineering Works Limited closed the transaction.
Valuation Update With 7 Day Price Move • Dec 07Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₹986, the stock trades at a trailing P/E ratio of 47.5x. Average trailing P/E is 15x in the Shipping industry in India. Total returns to shareholders of 566% over the past year.
Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹760, the stock trades at a trailing P/E ratio of 36.6x. Average trailing P/E is 15x in the Shipping industry in India. Total returns to shareholders of 630% over the past year.
공시 • Oct 29+ 1 more updateKnowledge Marine & Engineering Works Limited Appoints Ritika Sharma as Company Secretary and Compliance OfficerThe Board of Directors of Knowledge Marine & Engineering Works Limited in their meeting held on October 28, 2022 have appointed Ms. Ritika Sharma as the Company Secretary and Compliance Officer of the Company. Ms. Ritika Sharma is a qualified Company Secretary and an Associate Member of theInstitute of Company Secretaries of India and has also done her CA IPCC (Inter). She has completed her graduation in B. Com (hon's) from Calcutta University and has an experience of 2.5 years in the field of corporate and allied laws.
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹657, the stock trades at a trailing P/E ratio of 31.7x. Average trailing P/E is 10x in the Shipping industry in India. Total returns to shareholders of 1,410% over the past year.
Reported Earnings • Sep 08Full year 2022 earnings released: EPS: ₹20.74 (vs ₹9.04 in FY 2021)Full year 2022 results: EPS: ₹20.74 (up from ₹9.04 in FY 2021). Revenue: ₹611.1m (up 84% from FY 2021). Net income: ₹212.3m (up 209% from FY 2021). Profit margin: 35% (up from 21% in FY 2021). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Sep 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹596, the stock trades at a trailing P/E ratio of 28.7x. Average trailing P/E is 16x in the Shipping industry in India. Total returns to shareholders of 1,223% over the past year.
공시 • Sep 01Knowledge Marine & Engineering Works Limited, Annual General Meeting, Sep 30, 2022Knowledge Marine & Engineering Works Limited, Annual General Meeting, Sep 30, 2022, at 14:00 Indian Standard Time. Agenda: AGM.
Valuation Update With 7 Day Price Move • Aug 08Investor sentiment improved over the past weekAfter last week's 34% share price gain to ₹538, the stock trades at a trailing P/E ratio of 25.9x. Average trailing P/E is 16x in the Shipping industry in India. Total returns to shareholders of 1,012% over the past year.
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improved over the past weekAfter last week's 24% share price gain to ₹327, the stock trades at a trailing P/E ratio of 15.8x. Average trailing P/E is 9x in the Shipping industry in India. Total returns to shareholders of 542% over the past year.
Valuation Update With 7 Day Price Move • Jun 14Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₹292, the stock trades at a trailing P/E ratio of 14.1x. Average trailing P/E is 9x in the Shipping industry in India. Total returns to shareholders of 509% over the past year.
Reported Earnings • May 08Full year 2022 earnings released: EPS: ₹19.89 (vs ₹9.04 in FY 2021)Full year 2022 results: EPS: ₹19.89 (up from ₹9.04 in FY 2021). Revenue: ₹616.2m (up 85% from FY 2021). Net income: ₹212.3m (up 209% from FY 2021). Profit margin: 35% (up from 21% in FY 2021). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₹208, the stock trades at a trailing P/E ratio of 26.7x. Average trailing P/E is 16x in the Shipping industry in India. Total returns to shareholders of 461% over the past year.
Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹155, the stock trades at a trailing P/E ratio of 19.9x. Average trailing P/E is 12x in the Shipping industry in India.
공시 • Feb 19+ 1 more updateKnowledge Marine & Engineering Works Limited Announces Appointment of Ruchi Nishar as Company Secretary and Compliance OfficerKnowledge Marine & Engineering Works Limited informed that on the recommendation of Nomination and Remuneration Committee, the Board of Directors of the Company at their meeting held on 18 February, 2022 approved the appointment of Ms. Ruchi Nishar (Membership No: 68260) as the Company Secretary & Compliance Officer (Key Managerial Personnel) of the Company with effect from 18th February, 2022 to fill the casual vacancy caused due to the resignation of Miss Sonali Gor, pursuant to the provisions of section 203 of the Companies Act, 2013 and Regulation 6 (1) of the Listing Regulations.
Valuation Update With 7 Day Price Move • Jan 03Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹150, the stock trades at a trailing P/E ratio of 19.4x. Average trailing P/E is 14x in the Shipping industry in India.
Valuation Update With 7 Day Price Move • Nov 22Investor sentiment improved over the past weekAfter last week's 21% share price gain to ₹127, the stock trades at a trailing P/E ratio of 18.9x. Average trailing P/E is 14x in the Shipping industry in India.
Valuation Update With 7 Day Price Move • Oct 11Investor sentiment improved over the past weekAfter last week's 36% share price gain to ₹58.80, the stock trades at a trailing P/E ratio of 8.7x. Average trailing P/E is 10x in the Shipping industry in India.
Reported Earnings • Jun 30Full year 2021 earnings released: EPS ₹6.72 (vs ₹5.32 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹334.2m (up 40% from FY 2020). Net income: ₹68.8m (up 73% from FY 2020). Profit margin: 21% (up from 17% in FY 2020). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Jun 20Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₹42.40, the stock trades at a trailing P/E ratio of 8x. Average trailing P/E is 16x in the Shipping industry in Asia.
Valuation Update With 7 Day Price Move • May 26Investor sentiment improved over the past weekAfter last week's 24% share price gain to ₹46.55, the stock trades at a trailing P/E ratio of 8.8x. Average trailing P/E is 14x in the Shipping industry in Asia.
