New Risk • Jun 23
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). High level of non-cash earnings (78% accrual ratio). Valuation Update With 7 Day Price Move • Jun 22
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₹2,337, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 10x in the Shipping industry in Asia. Total returns to shareholders of 180% over the past year. Reported Earnings • May 31
Full year 2026 earnings: EPS exceeds analyst expectations while revenues lag behind Full 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. 공시 • May 26
Knowledge Marine & Engineering Works Limited to Report Q4, 2026 Results on May 29, 2026 Knowledge Marine & Engineering Works Limited announced that they will report Q4, 2026 results on May 29, 2026 Valuation Update With 7 Day Price Move • May 04
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹2,036, 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 186% over the past year. Reported Earnings • Feb 14
Third 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. 공시 • Feb 09
Knowledge Marine & Engineering Works Limited to Report Q3, 2026 Results on Feb 12, 2026 Knowledge Marine & Engineering Works Limited announced that they will report Q3, 2026 results on Feb 12, 2026 Valuation Update With 7 Day Price Move • Jan 23
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₹1,581, 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 53% over the past year. 공시 • Nov 08
Knowledge Marine & Engineering Works Limited to Report Q2, 2026 Results on Nov 14, 2025 Knowledge 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 04
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₹2,788, the stock trades at a trailing P/E ratio of 59.8x. Average trailing P/E is 17x in the Shipping industry in India. 공시 • Sep 17
Knowledge 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 investors On 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 12
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 6.1% 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 (6.1% average weekly change). Valuation Update With 7 Day Price Move • Sep 12
Investor sentiment improves as stock rises 25% After last week's 25% share price gain to ₹2,181, the stock trades at a trailing P/E ratio of 47.1x. Average trailing P/E is 15x in the Shipping industry in India. 공시 • Sep 04
Knowledge Marine & Engineering Works Limited, Annual General Meeting, Sep 30, 2025 Knowledge Marine & Engineering Works Limited, Annual General Meeting, Sep 30, 2025. Valuation Update With 7 Day Price Move • Aug 22
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹1,946, the stock trades at a trailing P/E ratio of 41.9x. Average trailing P/E is 14x in the Shipping industry in India. Reported Earnings • Aug 15
First 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. 공시 • Aug 12
Knowledge Marine & Engineering Works Limited to Report Q1, 2026 Results on Aug 14, 2025 Knowledge Marine & Engineering Works Limited announced that they will report Q1, 2026 results on Aug 14, 2025 공시 • Aug 07
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. 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 01
Full 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). 공시 • May 26
Knowledge Marine & Engineering Works Limited to Report Q4, 2025 Results on May 30, 2025 Knowledge Marine & Engineering Works Limited announced that they will report Q4, 2025 results on May 30, 2025 Reported Earnings • Feb 12
Third 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. 공시 • Feb 05
Knowledge Marine & Engineering Works Limited to Report Q3, 2025 Results on Feb 11, 2025 Knowledge Marine & Engineering Works Limited announced that they will report Q3, 2025 results on Feb 11, 2025 Buy Or Sell Opportunity • Feb 03
Now 23% overvalued The stock has been flat over the last 90 days, currently trading at ₹1,996. The fair value is estimated to be ₹1,626, 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 16
Now 22% overvalued The stock has been flat over the last 90 days, currently trading at ₹1,985. The fair value is estimated to be ₹1,631, 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%. Recent Insider Transactions • Dec 20
Chief Executive Officer recently bought ₹1.4m worth of stock On 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. Valuation Update With 7 Day Price Move • Dec 05
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹2,379, the stock trades at a trailing P/E ratio of 68.1x. Average trailing P/E is 24x in the Shipping industry in India. Recent Insider Transactions • Dec 05
Chief Executive Officer recently bought ₹1.3m worth of stock On 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. 공시 • Aug 21
Knowledge Marine & Engineering Works Limited, Annual General Meeting, Sep 19, 2024 Knowledge Marine & Engineering Works Limited, Annual General Meeting, Sep 19, 2024, at 16:00 Indian Standard Time.