New Risk • Apr 04
New minor risk - Dividend sustainability The dividend is not well covered by cash flows. Cash payout ratio: 125% Dividend yield: 2.3% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (125% cash payout ratio). Market cap is less than US$100m (LK₨5.79b market cap, or US$18.4m). Recent Insider Transactions • Dec 18
Independent Non-Executive Director recently sold LK₨119m worth of stock On the 15th of December, Prasana Richard Chehan sold around 8m shares on-market at roughly LK₨14.97 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Price Target Changed • Oct 12
Price target increased by 30% to LK₨18.10 Up from LK₨13.90, the current price target is provided by 1 analyst. New target price is 15% above last closing price of LK₨15.70. Stock is up 87% over the past year. The company posted earnings per share of LK₨0.91 last year. 공시 • Aug 26
Cable Solutions PLC, Annual General Meeting, Sep 26, 2025 Cable Solutions PLC, Annual General Meeting, Sep 26, 2025, at 09:00 Sri Lanka Standard Time. Location: acl cables plc auditorium, no. 60, rodney street, colombo 8 Sri Lanka New Risk • Aug 16
New minor risk - Dividend sustainability The company has a short dividend paying track record. Less than a year of continuous dividend payments. Dividend yield: 1.9% This is considered a minor risk. For dividend focussed investors, companies that have not established a long-term track record of consistently maintaining or growing dividends are less attractive than those companies that have a long track record. Those that have a long track record have proven their underlying business is stable enough to consistently maintain or grow the dividend and that the company considers maintaining the dividend to be one of its priorities. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Short dividend paying track record (less than a year of continuous dividend payments). Market cap is less than US$100m (LK₨7.06b market cap, or US$23.5m). Reported Earnings • Aug 13
First quarter 2026 earnings released: EPS: LK₨0.29 (vs LK₨0.26 in 1Q 2025) First quarter 2026 results: EPS: LK₨0.29 (up from LK₨0.26 in 1Q 2025). Revenue: LK₨891.9m (up 16% from 1Q 2025). Net income: LK₨134.5m (up 14% from 1Q 2025). Profit margin: 15% (in line with 1Q 2025). Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Electrical industry in Asia. New Risk • Jun 05
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Sri Lankan 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 Share price has been volatile over the past 3 months (6.1% average weekly change). Market cap is less than US$100m (LK₨6.07b market cap, or US$20.3m). Reported Earnings • Jun 02
Full year 2025 earnings released: EPS: LK₨0.91 (vs LK₨0.33 in FY 2024) Full year 2025 results: EPS: LK₨0.91 (up from LK₨0.33 in FY 2024). Revenue: LK₨3.16b (up 24% from FY 2024). Net income: LK₨429.9m (up 183% from FY 2024). Profit margin: 14% (up from 5.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Electrical industry in Asia. New Risk • Apr 10
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 Sri Lankan stocks, typically moving 8.0% 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 (8.0% average weekly change). Minor Risk Market cap is less than US$100m (LK₨5.08b market cap, or US$17.1m). Reported Earnings • Feb 12
Third quarter 2025 earnings released: EPS: LK₨0.31 (vs LK₨0.16 in 3Q 2024) Third quarter 2025 results: EPS: LK₨0.31 (up from LK₨0.16 in 3Q 2024). Revenue: LK₨792.8m (up 21% from 3Q 2024). Net income: LK₨146.6m (up 98% from 3Q 2024). Profit margin: 19% (up from 11% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Electrical industry in Asia. New Risk • Jan 28
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 Sri Lankan stocks, typically moving 6.6% 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 Revenue has declined by 2.1% over the past year. Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Market cap is less than US$100m (LK₨6.17b market cap, or US$20.8m). Valuation Update With 7 Day Price Move • Jan 23
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to LK₨11.80, the stock trades at a trailing P/E ratio of 21.5x. Average forward P/E is 19x in the Electrical industry in Sri Lanka. Recent Insider Transactions • Dec 21
CEO, MD & Director recently bought LK₨9.5m worth of stock On the 16th of December, Pawan Tejwani bought around 1m shares on-market at roughly LK₨9.50 per share. This transaction amounted to 1.1% 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 Pawan's only on-market trade for the last 12 months. Reported Earnings • Nov 15
Second quarter 2025 earnings released: EPS: LK₨0.21 (vs LK₨0.16 in 2Q 2024) Second quarter 2025 results: EPS: LK₨0.21 (up from LK₨0.16 in 2Q 2024). Revenue: LK₨831.0m (up 27% from 2Q 2024). Net income: LK₨98.2m (up 32% from 2Q 2024). Profit margin: 12% (in line with 2Q 2024). 공시 • Sep 14
Cable Solutions Limited, Annual General Meeting, Sep 30, 2024 Cable Solutions Limited, Annual General Meeting, Sep 30, 2024, at 14:00 Sri Lanka Standard Time. Location: acl cables plc auditorium, located at 60 rodney street, colombo 8, Sri Lanka Board Change • Aug 16
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.