John Keells (JKL.N0000) 주식 개요John Keells PLC는 자회사와 함께 스리랑카에서 주로 상품 중개 사업을 영위하고 있습니다. 자세히 보기JKL.N0000 펀더멘털 분석스노우플레이크 점수가치 평가3/6미래 성장0/6과거 실적1/6재무 건전성6/6배당3/6강점공정 가치 추정치보다 낮은 77.6% 에서 거래위험 분석지난 5년간 매년 수익이 11.7% 감소했습니다.3.81% 의 배당금은 수익으로 잘 충당되지 않습니다.의미 있는 시가총액이 없습니다(LKR5B)이익 마진 (10.3%)이 지난해 (16.9%)보다 낮습니다.+ 위험 1건 추가모든 위험 점검 보기JKL.N0000 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW491,559 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG491,559 investors already sharing narrativesYour Fair ValueLK₨Current PriceLK₨77.5099.5% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-188m2b2016201920222025202620282031Revenue LK₨1.5bEarnings LK₨158.0mAdvancedSet Fair ValueView all narrativesJohn Keells PLC 경쟁사C. W. MackieSymbol: COSE:CWM.N0000Market cap: LK₨6.7bCeylon Tea BrokersSymbol: COSE:CTBL.N0000Market cap: LK₨2.0bKapruka HoldingsSymbol: COSE:KPHL.N0000Market cap: LK₨3.1bC M HoldingsSymbol: COSE:COLO.N0000Market cap: LK₨5.8b가격 이력 및 성과John Keells 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가LK₨77.5052주 최고가LK₨89.0052주 최저가LK₨75.00베타0.0281개월 변동-2.88%3개월 변동-7.74%1년 변동-8.50%3년 변동8.39%5년 변동15.67%IPO 이후 변동3,744.96%최근 뉴스 및 업데이트Reported Earnings • May 27Full year 2026 earnings released: EPS: LK₨2.09 (vs LK₨2.80 in FY 2025)Full year 2026 results: EPS: LK₨2.09 (down from LK₨2.80 in FY 2025). Revenue: LK₨1.23b (up 22% from FY 2025). Net income: LK₨126.8m (down 26% from FY 2025). Profit margin: 10% (down from 17% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.공고 • May 26John Keells PLC, Annual General Meeting, Jun 25, 2026John Keells PLC, Annual General Meeting, Jun 25, 2026, at 09:00 Sri Lanka Standard Time.Declared Dividend • Jan 29Second quarter dividend of LK₨0.45 announcedShareholders will receive a dividend of LK₨0.45. Ex-date: 6th February 2026 Payment date: 25th February 2026 Dividend yield will be 3.5%, which is lower than the industry average of 6.8%. Sustainability & Growth Dividend is not adequately covered by earnings (97% earnings payout ratio). However, it is well covered by cash flows (11% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 7.2% to bring the payout ratio under control, which is more than the 5.8% EPS growth achieved over the last 5 years.Upcoming Dividend • Nov 07Upcoming dividend of LK₨0.45 per shareEligible shareholders must have bought the stock before 14 November 2025. Payment date: 03 December 2025. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Sri Lankan dividend payers (4.3%). Higher than average of industry peers (2.6%).Upcoming Dividend • Aug 11Upcoming dividend of LK₨0.45 per shareEligible shareholders must have bought the stock before 18 August 2025. Payment date: 04 September 2025. Payout ratio is on the higher end at 93%, however this is supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Sri Lankan dividend payers (4.8%). Higher than average of industry peers (2.5%).Buy Or Sell Opportunity • Jul 11Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to LK₨86.80. The fair value is estimated to be LK₨72.29, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 21%.더 많은 업데이트 보기Recent updatesReported Earnings • May 27Full year 2026 earnings released: EPS: LK₨2.09 (vs LK₨2.80 in FY 2025)Full year 2026 results: EPS: LK₨2.09 (down from LK₨2.80 in FY 2025). Revenue: LK₨1.23b (up 22% from FY 2025). Net income: LK₨126.8m (down 26% from FY 2025). Profit margin: 10% (down from 17% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.공고 • May 26John Keells PLC, Annual General Meeting, Jun 25, 2026John Keells PLC, Annual General Meeting, Jun 25, 2026, at 09:00 Sri Lanka Standard Time.Declared Dividend • Jan 29Second quarter dividend of LK₨0.45 announcedShareholders will receive a dividend of LK₨0.45. Ex-date: 6th February 2026 Payment date: 25th February 2026 Dividend yield will be 3.5%, which is lower than the industry average of 6.8%. Sustainability & Growth Dividend is not adequately covered by earnings (97% earnings payout ratio). However, it is well covered by cash flows (11% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 7.2% to bring the payout ratio under control, which is more than the 5.8% EPS growth achieved over the last 5 years.Upcoming Dividend • Nov 07Upcoming dividend of LK₨0.45 per shareEligible shareholders must have bought the stock before 14 November 2025. Payment date: 03 December 2025. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Sri Lankan dividend payers (4.3%). Higher than average of industry peers (2.6%).Upcoming Dividend • Aug 11Upcoming dividend of LK₨0.45 per shareEligible shareholders must have bought the stock before 18 August 2025. Payment date: 04 September 2025. Payout ratio is on the higher end at 93%, however this is supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Sri Lankan dividend payers (4.8%). Higher than average of industry peers (2.5%).Buy Or Sell Opportunity • Jul 11Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to LK₨86.80. The fair value is estimated to be LK₨72.29, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 21%.Buy Or Sell Opportunity • Jun 26Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to LK₨86.60. The fair value is estimated to be LK₨71.54, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 21%.Buy Or Sell Opportunity • Jun 04Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to LK₨88.60. The fair value is estimated to be LK₨72.15, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 21%.New Risk • Jun 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 26% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (93% payout ratio). Share price has been volatile over the past 3 months (6.2% average weekly change). Large one-off items impacting financial results. Revenue is less than US$5m (LK₨1.0b revenue, or US$3.4m). Market cap is less than US$100m (LK₨5.24b market cap, or US$17.5m).New Risk • May 31New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.7% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.2% average weekly change). Revenue is less than US$5m (LK₨1.0b revenue, or US$3.4m). Market cap is less than US$100m (LK₨5.24b market cap, or US$17.5m).공고 • May 29John Keells PLC Announces Final Dividend for Financial Year 2024/2025, Payable on 24 Jun 2025John Keells PLC announced final dividend of LKR 1.6 per share for Financial year 2024/2025. XD date: 04 Jun 2025 . Payment date: 24 Jun 2025.Reported Earnings • May 28Full year 2025 earnings released: EPS: LK₨2.80 (vs LK₨2.49 in FY 2024)Full year 2025 results: EPS: LK₨2.80 (up from LK₨2.49 in FY 2024). Revenue: LK₨1.01b (up 7.2% from FY 2024). Net income: LK₨170.5m (up 13% from FY 2024). Profit margin: 17% (in line with FY 2024). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.New Risk • May 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Sri Lankan stocks, typically moving 5.6% 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: Minor Risks Share price has been volatile over the past 3 months (5.6% average weekly change). Large one-off items impacting financial results. Revenue is less than US$5m (LK₨982m revenue, or US$3.3m). Market cap is less than US$100m (LK₨5.03b market cap, or US$16.8m).Valuation Update With 7 Day Price Move • May 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to LK₨89.70, the stock trades at a trailing P/E ratio of 30.3x. Average trailing P/E is 17x in the Retail Distributors industry in Asia. Total returns to shareholders of 50% over the past three years.공고 • May 26John Keells PLC, Annual General Meeting, Jun 25, 2025John Keells PLC, Annual General Meeting, Jun 25, 2025, at 09:00 Sri Lanka Standard Time.Upcoming Dividend • Feb 07Upcoming dividend of LK₨1.00 per shareEligible shareholders must have bought the stock before 14 February 2025. Payment date: 06 March 2025. Payout ratio is on the higher end at 98%, however this is supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Sri Lankan dividend payers (5.4%). Higher than average of industry peers (2.6%).New Risk • Feb 05New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 14% Last year net profit margin: 24% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 144% Cash payout ratio: 103% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (14% net profit margin). Revenue is less than US$5m (LK₨887m revenue, or US$3.0m). Market cap is less than US$100m (LK₨5.05b market cap, or US$16.8m).Reported Earnings • Feb 04Third quarter 2025 earnings released: EPS: LK₨1.09 (vs LK₨0.15 in 3Q 2024)Third quarter 2025 results: EPS: LK₨1.09 (up from LK₨0.15 in 3Q 2024). Revenue: LK₨293.3m (up 48% from 3Q 2024). Net income: LK₨66.3m (up LK₨57.4m from 3Q 2024). Profit margin: 23% (up from 4.5% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Dec 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to LK₨82.80, the stock trades at a trailing P/E ratio of 41.1x. Average trailing P/E is 20x in the Retail Distributors industry in Asia. Total returns to shareholders of 30% over the past three years.Reported Earnings • Nov 05Second quarter 2025 earnings released: EPS: LK₨0.73 (vs LK₨0.64 in 2Q 2024)Second quarter 2025 results: EPS: LK₨0.73 (up from LK₨0.64 in 2Q 2024). Revenue: LK₨219.6m (down 18% from 2Q 2024). Net income: LK₨44.6m (up 15% from 2Q 2024). Profit margin: 20% (up from 14% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Reported Earnings • Jul 30First quarter 2025 earnings released: EPS: LK₨0.41 (vs LK₨0.98 in 1Q 2024)First quarter 2025 results: EPS: LK₨0.41 (down from LK₨0.98 in 1Q 2024). Revenue: LK₨236.8m (down 2.6% from 1Q 2024). Net income: LK₨25.0m (down 58% from 1Q 2024). Profit margin: 11% (down from 24% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has remained flat, which means it is well ahead of earnings.New Risk • Jul 20New 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 Sri Lankan stocks, typically moving 5.9% 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 (5.9% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 117% Paying a dividend despite having no free cash flows. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (16% net profit margin). Revenue is less than US$5m (LK₨942m revenue, or US$3.1m). Market cap is less than US$100m (LK₨4.16b market cap, or US$13.7m).New Risk • Jun 07New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.0% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 117% Paying a dividend despite having no free cash flows. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (16% net profit margin). Revenue is less than US$5m (LK₨942m revenue, or US$3.1m). Market cap is less than US$100m (LK₨4.02b market cap, or US$13.3m).New Risk • Jun 05New 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 Sri Lankan stocks, typically moving 7.1% 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 (7.1% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 0% Paying a dividend despite having no free cash flows. Minor Risks Profit margins are more than 30% lower than last year (16% net profit margin). Revenue is less than US$5m (LK₨942m revenue, or US$3.1m). Market cap is less than US$100m (LK₨3.98b market cap, or US$13.2m).공고 • May 23John Keells PLC, Annual General Meeting, Jun 25, 2024John Keells PLC, Annual General Meeting, Jun 25, 2024, at 11:15 Sri Lanka Standard Time.Reported Earnings • May 21Full year 2024 earnings released: EPS: LK₨2.48 (vs LK₨5.03 in FY 2023)Full year 2024 results: EPS: LK₨2.48 (down from LK₨5.03 in FY 2023). Revenue: LK₨942.0m (down 8.1% from FY 2023). Net income: LK₨151.1m (down 51% from FY 2023). Profit margin: 16% (down from 30% in FY 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.New Risk • May 21New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 16% Last year net profit margin: 30% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 0% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Profit margins are more than 30% lower than last year (16% net profit margin). Revenue is less than US$5m (LK₨942m revenue, or US$3.1m). Market cap is less than US$100m (LK₨4.18b market cap, or US$14.0m).New Risk • Mar 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Sri Lankan stocks, typically moving 6.4% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 0% Cash payout ratio: 92% Minor Risks Share price has been volatile over the past 3 months (6.4% average weekly change). Large one-off items impacting financial results. Revenue is less than US$5m (LK₨978m revenue, or US$3.2m). Market cap is less than US$100m (LK₨4.15b market cap, or US$13.6m).Declared Dividend • Mar 17Dividend of LK₨2.90 announcedShareholders will receive a dividend of LK₨2.90. Ex-date: 19th March 2024 Payment date: 9th April 2024 Dividend yield will be 4.3%, which is lower than the industry average of 6.8%. Sustainability & Growth The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. CFO & Director Kamini Weerasinghe was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.New Risk • Nov 17New 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 Sri Lankan stocks, typically moving 7.0% 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 Risks Share price has been highly volatile over the past 3 months (7.0% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 0% Paying a dividend despite having no free cash flows. Minor Risks Revenue is less than US$5m (LK₨1.0b revenue, or US$3.1m). Market cap is less than US$100m (LK₨3.96b market cap, or US$12.1m).Reported Earnings • Nov 07Second quarter 2024 earnings released: EPS: LK₨0.64 (vs LK₨1.55 in 2Q 2023)Second quarter 2024 results: EPS: LK₨0.64 (down from LK₨1.55 in 2Q 2023). Revenue: LK₨268.1m (down 7.1% from 2Q 2023). Net income: LK₨38.6m (down 59% from 2Q 2023). Profit margin: 14% (down from 33% in 2Q 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.New Risk • Oct 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Sri Lankan stocks, typically moving 6.3% 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.3% average weekly change). Revenue is less than US$5m (LK₨1.1b revenue, or US$3.2m). Market cap is less than US$100m (LK₨4.09b market cap, or US$12.6m).Reported Earnings • Jul 21First quarter 2024 earnings released: EPS: LK₨0.98 (vs LK₨1.04 in 1Q 2023)First quarter 2024 results: EPS: LK₨0.98 (down from LK₨1.04 in 1Q 2023). Revenue: LK₨243.1m (up 12% from 1Q 2023). Net income: LK₨59.4m (down 6.2% from 1Q 2023). Profit margin: 24% (down from 29% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 24Full year 2023 earnings released: EPS: LK₨5.03 (vs LK₨3.78 in FY 2022)Full year 2023 results: EPS: LK₨5.03 (up from LK₨3.78 in FY 2022). Revenue: LK₨1.02b (up 8.3% from FY 2022). Net income: LK₨305.9m (up 33% from FY 2022). Profit margin: 30% (up from 24% in FY 2022). Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.공고 • May 23John Keells PLC, Annual General Meeting, Jun 29, 2023John Keells PLC, Annual General Meeting, Jun 29, 2023, at 10:00 Sri Lanka Standard Time. Agenda: To receive and consider the Annual Report and Financial Statements for the Financial Year ended 31st March 2023 with the Report of the Auditors thereon; to re-elect as Director, Mr. J. G. A. Cooray who retires in terms of Article 83 of the Articles of Association of the Company; to re-elect as Director, Ms. K. D. Weerasinghe who retires in terms of Article 83 of the Articles of Association of the Company; to re-appoint the Auditors and to authorise the Directors to determine their remuneration; and to consider other matters.Upcoming Dividend • Mar 13Upcoming dividend of LK₨2.95 per shareEligible shareholders must have bought the stock before 20 March 2023. Payment date: 11 April 2023. The company last paid an ordinary dividend in May 2012. The average dividend yield among industry peers is 5.4%.Reported Earnings • Jan 28Third quarter 2023 earnings released: EPS: LK₨0.43 (vs LK₨0.93 in 3Q 2022)Third quarter 2023 results: EPS: LK₨0.43 (down from LK₨0.93 in 3Q 2022). Revenue: LK₨251.1m (up 1.7% from 3Q 2022). Net income: LK₨26.4m (down 53% from 3Q 2022). Profit margin: 11% (down from 23% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 04Second quarter 2023 earnings released: EPS: LK₨1.55 (vs LK₨1.09 in 2Q 2022)Second quarter 2023 results: EPS: LK₨1.55 (up from LK₨1.09 in 2Q 2022). Revenue: LK₨288.6m (up 15% from 2Q 2022). Net income: LK₨94.3m (up 43% from 2Q 2022). Profit margin: 33% (up from 26% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jul 23First quarter 2023 earnings released: EPS: LK₨1.04 (vs LK₨0.71 in 1Q 2022)First quarter 2023 results: EPS: LK₨1.04 (up from LK₨0.71 in 1Q 2022). Revenue: LK₨216.8m (up 17% from 1Q 2022). Net income: LK₨63.3m (up 46% from 1Q 2022). Profit margin: 29% (up from 23% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.공고 • May 24John Keells PLC, Annual General Meeting, Jun 23, 2022John Keells PLC, Annual General Meeting, Jun 23, 2022, at 10:00 Sri Lanka Standard Time. Agenda: To receive and consider the Annual Report and Financial Statements for the Financial Year ended 31st March 2022 with the Report of the Auditors thereon; to consider and re-elect as Director, Ms. B A I Rajakarier who retires in terms of Article 83 of the Articles of Association of the Company; to consider and re-elect as Director, Ms. A K Gunawardhana who retires in terms of Article 83 of the Articles of Association of the Company; to consider re-appointment of the Auditors and to authorise the Directors to determine their remuneration; and to consider any other business of which due notice has been given in terms of the relevant laws and regulations.Reported Earnings • May 24Full year 2022 earnings released: EPS: LK₨3.78 (vs LK₨4.18 in FY 2021)Full year 2022 results: EPS: LK₨3.78 (down from LK₨4.18 in FY 2021). Revenue: LK₨946.2m (up 14% from FY 2021). Net income: LK₨229.6m (down 9.7% from FY 2021). Profit margin: 24% (down from 31% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jan 25Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: LK₨0.93 (up from LK₨0.64 in 3Q 2021). Revenue: LK₨246.8m (up 19% from 3Q 2021). Net income: LK₨56.3m (up 44% from 3Q 2021). Profit margin: 23% (up from 19% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 18% per year.Reported Earnings • Oct 22Second quarter 2022 earnings released: EPS LK₨1.09 (vs LK₨0.55 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: LK₨250.8m (up 40% from 2Q 2021). Net income: LK₨66.0m (up 97% from 2Q 2021). Profit margin: 26% (up from 19% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Reported Earnings • Jul 24First quarter 2022 earnings released: EPS LK₨0.71 (vs LK₨0.97 in 1Q 2021)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: LK₨184.6m (up 24% from 1Q 2021). Net income: LK₨43.2m (down 27% from 1Q 2021). Profit margin: 23% (down from 40% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to LK₨76.00, the stock trades at a trailing P/E ratio of 18.2x. Average trailing P/E is 15x in the Retail Distributors industry in Sri Lanka. Total returns to shareholders of 43% over the past three years.Upcoming Dividend • May 27Inaugural dividend of LK₨2.29 per shareEligible shareholders must have bought the stock before 03 June 2021. Payment date: 23 June 2021. The company last paid an ordinary dividend in May 2019. The average dividend yield among industry peers is 2.3%.공고 • May 22John Keells PLC Recommends a Final Dividend for the Year Ended 31 March 2021, Payable on June 7, 2021The Directors of John Keells PLC have recommended a Final Dividend of LKR 2.29 per share for the year ended 31st March 2021 from the profits available for appropriation, payable on June 7, 2021.Reported Earnings • May 22Full year 2021 earnings released: EPS LK₨4.18 (vs LK₨3.09 loss in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: LK₨828.2m (up 28% from FY 2020). Net income: LK₨254.2m (up LK₨442.0m from FY 2020). Profit margin: 31% (up from net loss in FY 2020). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Reported Earnings • Jan 22Third quarter 2021 earnings released: EPS LK₨0.64The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: LK₨207.2m (up 19% from 3Q 2020). Net income: LK₨39.2m (up LK₨53.7m from 3Q 2020). Profit margin: 19% (up from net loss in 3Q 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 81% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Jan 15New 90-day high: LK₨69.80The company is up 22% from its price of LK₨57.20 on 16 October 2020. The Sri Lankan market is up 26% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Retail Distributors industry, which is up 11% over the same period.Is New 90 Day High Low • Dec 08New 90-day high: LK₨59.30The company is up 29% from its price of LK₨46.10 on 09 September 2020. The Sri Lankan market is up 22% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Retail Distributors industry, which is up 32% over the same period.Reported Earnings • Oct 25First half earnings releasedOver the last 12 months the company has reported total losses of LK₨114.9m, with earnings decreasing by LK₨262.7m from the prior year. Total revenue was LK₨635.4m over the last 12 months, down 17% from the prior year.Is New 90 Day High Low • Oct 15New 90-day high: LK₨57.20The company is up 29% from its price of LK₨44.40 on 17 July 2020. The Sri Lankan market is up 20% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Retail Distributors industry, which is up 51% over the same period.주주 수익률JKL.N0000LK Retail DistributorsLK 시장7D-3.4%-1.7%-1.6%1Y-8.5%54.3%13.6%전체 주주 수익률 보기수익률 대 산업: JKL.N0000은 지난 1년 동안 54.3%의 수익을 기록한 LK Retail Distributors 산업보다 저조한 성과를 냈습니다.수익률 대 시장: JKL.N0000은 지난 1년 동안 13.6%를 기록한 LK 시장보다 저조한 성과를 냈습니다.주가 변동성Is JKL.N0000's price volatile compared to industry and market?JKL.N0000 volatilityJKL.N0000 Average Weekly Movement3.5%Retail Distributors Industry Average Movement5.1%Market Average Movement4.4%10% most volatile stocks in LK Market7.0%10% least volatile stocks in LK Market2.6%안정적인 주가: JKL.N0000는 지난 3개월 동안 LK 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: JKL.N0000의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트1870140Hishantha Gerard De Melwww.johnkeellstea.com존 켈스 PLC는 자회사와 함께 스리랑카에서 주로 상품 중개 사업을 하고 있습니다. 이 회사는 농산물 중개, 창고업, 주식 중개 부문을 통해 운영됩니다. 이 회사는 차 창고, 차 및 고무 중개, 주식 중개 서비스를 제공합니다.더 보기John Keells PLC 기초 지표 요약John Keells의 순이익과 매출은 시가총액과 어떻게 비교됩니까?JKL.N0000 기초 통계시가총액LK₨4.71b순이익 (TTM)LK₨126.78m매출 (TTM)LK₨1.23b37.2x주가수익비율(P/E)3.8x주가매출비율(P/S)JKL.N0000는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표JKL.N0000 손익계산서 (TTM)매출LK₨1.23b매출원가LK₨491.42m총이익LK₨741.77m기타 비용LK₨614.99m순이익LK₨126.78m최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)2.09총이익률60.15%순이익률10.28%부채/자본 비율1.6%JKL.N0000의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당3.8%현재 배당 수익률141%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/20 19:01종가2026/07/20 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스John Keells PLC는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
Reported Earnings • May 27Full year 2026 earnings released: EPS: LK₨2.09 (vs LK₨2.80 in FY 2025)Full year 2026 results: EPS: LK₨2.09 (down from LK₨2.80 in FY 2025). Revenue: LK₨1.23b (up 22% from FY 2025). Net income: LK₨126.8m (down 26% from FY 2025). Profit margin: 10% (down from 17% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
공고 • May 26John Keells PLC, Annual General Meeting, Jun 25, 2026John Keells PLC, Annual General Meeting, Jun 25, 2026, at 09:00 Sri Lanka Standard Time.
Declared Dividend • Jan 29Second quarter dividend of LK₨0.45 announcedShareholders will receive a dividend of LK₨0.45. Ex-date: 6th February 2026 Payment date: 25th February 2026 Dividend yield will be 3.5%, which is lower than the industry average of 6.8%. Sustainability & Growth Dividend is not adequately covered by earnings (97% earnings payout ratio). However, it is well covered by cash flows (11% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 7.2% to bring the payout ratio under control, which is more than the 5.8% EPS growth achieved over the last 5 years.
Upcoming Dividend • Nov 07Upcoming dividend of LK₨0.45 per shareEligible shareholders must have bought the stock before 14 November 2025. Payment date: 03 December 2025. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Sri Lankan dividend payers (4.3%). Higher than average of industry peers (2.6%).
Upcoming Dividend • Aug 11Upcoming dividend of LK₨0.45 per shareEligible shareholders must have bought the stock before 18 August 2025. Payment date: 04 September 2025. Payout ratio is on the higher end at 93%, however this is supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Sri Lankan dividend payers (4.8%). Higher than average of industry peers (2.5%).
Buy Or Sell Opportunity • Jul 11Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to LK₨86.80. The fair value is estimated to be LK₨72.29, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 21%.
Reported Earnings • May 27Full year 2026 earnings released: EPS: LK₨2.09 (vs LK₨2.80 in FY 2025)Full year 2026 results: EPS: LK₨2.09 (down from LK₨2.80 in FY 2025). Revenue: LK₨1.23b (up 22% from FY 2025). Net income: LK₨126.8m (down 26% from FY 2025). Profit margin: 10% (down from 17% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
공고 • May 26John Keells PLC, Annual General Meeting, Jun 25, 2026John Keells PLC, Annual General Meeting, Jun 25, 2026, at 09:00 Sri Lanka Standard Time.
Declared Dividend • Jan 29Second quarter dividend of LK₨0.45 announcedShareholders will receive a dividend of LK₨0.45. Ex-date: 6th February 2026 Payment date: 25th February 2026 Dividend yield will be 3.5%, which is lower than the industry average of 6.8%. Sustainability & Growth Dividend is not adequately covered by earnings (97% earnings payout ratio). However, it is well covered by cash flows (11% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 7.2% to bring the payout ratio under control, which is more than the 5.8% EPS growth achieved over the last 5 years.
Upcoming Dividend • Nov 07Upcoming dividend of LK₨0.45 per shareEligible shareholders must have bought the stock before 14 November 2025. Payment date: 03 December 2025. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Sri Lankan dividend payers (4.3%). Higher than average of industry peers (2.6%).
Upcoming Dividend • Aug 11Upcoming dividend of LK₨0.45 per shareEligible shareholders must have bought the stock before 18 August 2025. Payment date: 04 September 2025. Payout ratio is on the higher end at 93%, however this is supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Sri Lankan dividend payers (4.8%). Higher than average of industry peers (2.5%).
Buy Or Sell Opportunity • Jul 11Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to LK₨86.80. The fair value is estimated to be LK₨72.29, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 21%.
Buy Or Sell Opportunity • Jun 26Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to LK₨86.60. The fair value is estimated to be LK₨71.54, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 21%.
Buy Or Sell Opportunity • Jun 04Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to LK₨88.60. The fair value is estimated to be LK₨72.15, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 21%.
New Risk • Jun 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 26% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (93% payout ratio). Share price has been volatile over the past 3 months (6.2% average weekly change). Large one-off items impacting financial results. Revenue is less than US$5m (LK₨1.0b revenue, or US$3.4m). Market cap is less than US$100m (LK₨5.24b market cap, or US$17.5m).
New Risk • May 31New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.7% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.2% average weekly change). Revenue is less than US$5m (LK₨1.0b revenue, or US$3.4m). Market cap is less than US$100m (LK₨5.24b market cap, or US$17.5m).
공고 • May 29John Keells PLC Announces Final Dividend for Financial Year 2024/2025, Payable on 24 Jun 2025John Keells PLC announced final dividend of LKR 1.6 per share for Financial year 2024/2025. XD date: 04 Jun 2025 . Payment date: 24 Jun 2025.
Reported Earnings • May 28Full year 2025 earnings released: EPS: LK₨2.80 (vs LK₨2.49 in FY 2024)Full year 2025 results: EPS: LK₨2.80 (up from LK₨2.49 in FY 2024). Revenue: LK₨1.01b (up 7.2% from FY 2024). Net income: LK₨170.5m (up 13% from FY 2024). Profit margin: 17% (in line with FY 2024). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
New Risk • May 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Sri Lankan stocks, typically moving 5.6% 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: Minor Risks Share price has been volatile over the past 3 months (5.6% average weekly change). Large one-off items impacting financial results. Revenue is less than US$5m (LK₨982m revenue, or US$3.3m). Market cap is less than US$100m (LK₨5.03b market cap, or US$16.8m).
Valuation Update With 7 Day Price Move • May 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to LK₨89.70, the stock trades at a trailing P/E ratio of 30.3x. Average trailing P/E is 17x in the Retail Distributors industry in Asia. Total returns to shareholders of 50% over the past three years.
공고 • May 26John Keells PLC, Annual General Meeting, Jun 25, 2025John Keells PLC, Annual General Meeting, Jun 25, 2025, at 09:00 Sri Lanka Standard Time.
Upcoming Dividend • Feb 07Upcoming dividend of LK₨1.00 per shareEligible shareholders must have bought the stock before 14 February 2025. Payment date: 06 March 2025. Payout ratio is on the higher end at 98%, however this is supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Sri Lankan dividend payers (5.4%). Higher than average of industry peers (2.6%).
New Risk • Feb 05New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 14% Last year net profit margin: 24% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 144% Cash payout ratio: 103% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (14% net profit margin). Revenue is less than US$5m (LK₨887m revenue, or US$3.0m). Market cap is less than US$100m (LK₨5.05b market cap, or US$16.8m).
Reported Earnings • Feb 04Third quarter 2025 earnings released: EPS: LK₨1.09 (vs LK₨0.15 in 3Q 2024)Third quarter 2025 results: EPS: LK₨1.09 (up from LK₨0.15 in 3Q 2024). Revenue: LK₨293.3m (up 48% from 3Q 2024). Net income: LK₨66.3m (up LK₨57.4m from 3Q 2024). Profit margin: 23% (up from 4.5% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Dec 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to LK₨82.80, the stock trades at a trailing P/E ratio of 41.1x. Average trailing P/E is 20x in the Retail Distributors industry in Asia. Total returns to shareholders of 30% over the past three years.
Reported Earnings • Nov 05Second quarter 2025 earnings released: EPS: LK₨0.73 (vs LK₨0.64 in 2Q 2024)Second quarter 2025 results: EPS: LK₨0.73 (up from LK₨0.64 in 2Q 2024). Revenue: LK₨219.6m (down 18% from 2Q 2024). Net income: LK₨44.6m (up 15% from 2Q 2024). Profit margin: 20% (up from 14% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Reported Earnings • Jul 30First quarter 2025 earnings released: EPS: LK₨0.41 (vs LK₨0.98 in 1Q 2024)First quarter 2025 results: EPS: LK₨0.41 (down from LK₨0.98 in 1Q 2024). Revenue: LK₨236.8m (down 2.6% from 1Q 2024). Net income: LK₨25.0m (down 58% from 1Q 2024). Profit margin: 11% (down from 24% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
New Risk • Jul 20New 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 Sri Lankan stocks, typically moving 5.9% 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 (5.9% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 117% Paying a dividend despite having no free cash flows. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (16% net profit margin). Revenue is less than US$5m (LK₨942m revenue, or US$3.1m). Market cap is less than US$100m (LK₨4.16b market cap, or US$13.7m).
New Risk • Jun 07New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.0% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 117% Paying a dividend despite having no free cash flows. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (16% net profit margin). Revenue is less than US$5m (LK₨942m revenue, or US$3.1m). Market cap is less than US$100m (LK₨4.02b market cap, or US$13.3m).
New Risk • Jun 05New 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 Sri Lankan stocks, typically moving 7.1% 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 (7.1% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 0% Paying a dividend despite having no free cash flows. Minor Risks Profit margins are more than 30% lower than last year (16% net profit margin). Revenue is less than US$5m (LK₨942m revenue, or US$3.1m). Market cap is less than US$100m (LK₨3.98b market cap, or US$13.2m).
공고 • May 23John Keells PLC, Annual General Meeting, Jun 25, 2024John Keells PLC, Annual General Meeting, Jun 25, 2024, at 11:15 Sri Lanka Standard Time.
Reported Earnings • May 21Full year 2024 earnings released: EPS: LK₨2.48 (vs LK₨5.03 in FY 2023)Full year 2024 results: EPS: LK₨2.48 (down from LK₨5.03 in FY 2023). Revenue: LK₨942.0m (down 8.1% from FY 2023). Net income: LK₨151.1m (down 51% from FY 2023). Profit margin: 16% (down from 30% in FY 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
New Risk • May 21New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 16% Last year net profit margin: 30% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 0% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Profit margins are more than 30% lower than last year (16% net profit margin). Revenue is less than US$5m (LK₨942m revenue, or US$3.1m). Market cap is less than US$100m (LK₨4.18b market cap, or US$14.0m).
New Risk • Mar 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Sri Lankan stocks, typically moving 6.4% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 0% Cash payout ratio: 92% Minor Risks Share price has been volatile over the past 3 months (6.4% average weekly change). Large one-off items impacting financial results. Revenue is less than US$5m (LK₨978m revenue, or US$3.2m). Market cap is less than US$100m (LK₨4.15b market cap, or US$13.6m).
Declared Dividend • Mar 17Dividend of LK₨2.90 announcedShareholders will receive a dividend of LK₨2.90. Ex-date: 19th March 2024 Payment date: 9th April 2024 Dividend yield will be 4.3%, which is lower than the industry average of 6.8%. Sustainability & Growth The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. CFO & Director Kamini Weerasinghe was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
New Risk • Nov 17New 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 Sri Lankan stocks, typically moving 7.0% 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 Risks Share price has been highly volatile over the past 3 months (7.0% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 0% Paying a dividend despite having no free cash flows. Minor Risks Revenue is less than US$5m (LK₨1.0b revenue, or US$3.1m). Market cap is less than US$100m (LK₨3.96b market cap, or US$12.1m).
Reported Earnings • Nov 07Second quarter 2024 earnings released: EPS: LK₨0.64 (vs LK₨1.55 in 2Q 2023)Second quarter 2024 results: EPS: LK₨0.64 (down from LK₨1.55 in 2Q 2023). Revenue: LK₨268.1m (down 7.1% from 2Q 2023). Net income: LK₨38.6m (down 59% from 2Q 2023). Profit margin: 14% (down from 33% in 2Q 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
New Risk • Oct 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Sri Lankan stocks, typically moving 6.3% 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.3% average weekly change). Revenue is less than US$5m (LK₨1.1b revenue, or US$3.2m). Market cap is less than US$100m (LK₨4.09b market cap, or US$12.6m).
Reported Earnings • Jul 21First quarter 2024 earnings released: EPS: LK₨0.98 (vs LK₨1.04 in 1Q 2023)First quarter 2024 results: EPS: LK₨0.98 (down from LK₨1.04 in 1Q 2023). Revenue: LK₨243.1m (up 12% from 1Q 2023). Net income: LK₨59.4m (down 6.2% from 1Q 2023). Profit margin: 24% (down from 29% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 24Full year 2023 earnings released: EPS: LK₨5.03 (vs LK₨3.78 in FY 2022)Full year 2023 results: EPS: LK₨5.03 (up from LK₨3.78 in FY 2022). Revenue: LK₨1.02b (up 8.3% from FY 2022). Net income: LK₨305.9m (up 33% from FY 2022). Profit margin: 30% (up from 24% in FY 2022). Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
공고 • May 23John Keells PLC, Annual General Meeting, Jun 29, 2023John Keells PLC, Annual General Meeting, Jun 29, 2023, at 10:00 Sri Lanka Standard Time. Agenda: To receive and consider the Annual Report and Financial Statements for the Financial Year ended 31st March 2023 with the Report of the Auditors thereon; to re-elect as Director, Mr. J. G. A. Cooray who retires in terms of Article 83 of the Articles of Association of the Company; to re-elect as Director, Ms. K. D. Weerasinghe who retires in terms of Article 83 of the Articles of Association of the Company; to re-appoint the Auditors and to authorise the Directors to determine their remuneration; and to consider other matters.
Upcoming Dividend • Mar 13Upcoming dividend of LK₨2.95 per shareEligible shareholders must have bought the stock before 20 March 2023. Payment date: 11 April 2023. The company last paid an ordinary dividend in May 2012. The average dividend yield among industry peers is 5.4%.
Reported Earnings • Jan 28Third quarter 2023 earnings released: EPS: LK₨0.43 (vs LK₨0.93 in 3Q 2022)Third quarter 2023 results: EPS: LK₨0.43 (down from LK₨0.93 in 3Q 2022). Revenue: LK₨251.1m (up 1.7% from 3Q 2022). Net income: LK₨26.4m (down 53% from 3Q 2022). Profit margin: 11% (down from 23% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 04Second quarter 2023 earnings released: EPS: LK₨1.55 (vs LK₨1.09 in 2Q 2022)Second quarter 2023 results: EPS: LK₨1.55 (up from LK₨1.09 in 2Q 2022). Revenue: LK₨288.6m (up 15% from 2Q 2022). Net income: LK₨94.3m (up 43% from 2Q 2022). Profit margin: 33% (up from 26% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 23First quarter 2023 earnings released: EPS: LK₨1.04 (vs LK₨0.71 in 1Q 2022)First quarter 2023 results: EPS: LK₨1.04 (up from LK₨0.71 in 1Q 2022). Revenue: LK₨216.8m (up 17% from 1Q 2022). Net income: LK₨63.3m (up 46% from 1Q 2022). Profit margin: 29% (up from 23% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
공고 • May 24John Keells PLC, Annual General Meeting, Jun 23, 2022John Keells PLC, Annual General Meeting, Jun 23, 2022, at 10:00 Sri Lanka Standard Time. Agenda: To receive and consider the Annual Report and Financial Statements for the Financial Year ended 31st March 2022 with the Report of the Auditors thereon; to consider and re-elect as Director, Ms. B A I Rajakarier who retires in terms of Article 83 of the Articles of Association of the Company; to consider and re-elect as Director, Ms. A K Gunawardhana who retires in terms of Article 83 of the Articles of Association of the Company; to consider re-appointment of the Auditors and to authorise the Directors to determine their remuneration; and to consider any other business of which due notice has been given in terms of the relevant laws and regulations.
Reported Earnings • May 24Full year 2022 earnings released: EPS: LK₨3.78 (vs LK₨4.18 in FY 2021)Full year 2022 results: EPS: LK₨3.78 (down from LK₨4.18 in FY 2021). Revenue: LK₨946.2m (up 14% from FY 2021). Net income: LK₨229.6m (down 9.7% from FY 2021). Profit margin: 24% (down from 31% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jan 25Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: LK₨0.93 (up from LK₨0.64 in 3Q 2021). Revenue: LK₨246.8m (up 19% from 3Q 2021). Net income: LK₨56.3m (up 44% from 3Q 2021). Profit margin: 23% (up from 19% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 18% per year.
Reported Earnings • Oct 22Second quarter 2022 earnings released: EPS LK₨1.09 (vs LK₨0.55 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: LK₨250.8m (up 40% from 2Q 2021). Net income: LK₨66.0m (up 97% from 2Q 2021). Profit margin: 26% (up from 19% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Reported Earnings • Jul 24First quarter 2022 earnings released: EPS LK₨0.71 (vs LK₨0.97 in 1Q 2021)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: LK₨184.6m (up 24% from 1Q 2021). Net income: LK₨43.2m (down 27% from 1Q 2021). Profit margin: 23% (down from 40% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to LK₨76.00, the stock trades at a trailing P/E ratio of 18.2x. Average trailing P/E is 15x in the Retail Distributors industry in Sri Lanka. Total returns to shareholders of 43% over the past three years.
Upcoming Dividend • May 27Inaugural dividend of LK₨2.29 per shareEligible shareholders must have bought the stock before 03 June 2021. Payment date: 23 June 2021. The company last paid an ordinary dividend in May 2019. The average dividend yield among industry peers is 2.3%.
공고 • May 22John Keells PLC Recommends a Final Dividend for the Year Ended 31 March 2021, Payable on June 7, 2021The Directors of John Keells PLC have recommended a Final Dividend of LKR 2.29 per share for the year ended 31st March 2021 from the profits available for appropriation, payable on June 7, 2021.
Reported Earnings • May 22Full year 2021 earnings released: EPS LK₨4.18 (vs LK₨3.09 loss in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: LK₨828.2m (up 28% from FY 2020). Net income: LK₨254.2m (up LK₨442.0m from FY 2020). Profit margin: 31% (up from net loss in FY 2020). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Reported Earnings • Jan 22Third quarter 2021 earnings released: EPS LK₨0.64The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: LK₨207.2m (up 19% from 3Q 2020). Net income: LK₨39.2m (up LK₨53.7m from 3Q 2020). Profit margin: 19% (up from net loss in 3Q 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 81% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Jan 15New 90-day high: LK₨69.80The company is up 22% from its price of LK₨57.20 on 16 October 2020. The Sri Lankan market is up 26% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Retail Distributors industry, which is up 11% over the same period.
Is New 90 Day High Low • Dec 08New 90-day high: LK₨59.30The company is up 29% from its price of LK₨46.10 on 09 September 2020. The Sri Lankan market is up 22% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Retail Distributors industry, which is up 32% over the same period.
Reported Earnings • Oct 25First half earnings releasedOver the last 12 months the company has reported total losses of LK₨114.9m, with earnings decreasing by LK₨262.7m from the prior year. Total revenue was LK₨635.4m over the last 12 months, down 17% from the prior year.
Is New 90 Day High Low • Oct 15New 90-day high: LK₨57.20The company is up 29% from its price of LK₨44.40 on 17 July 2020. The Sri Lankan market is up 20% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Retail Distributors industry, which is up 51% over the same period.
