Board Change • 9h
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. No independent directors (9 non-independent 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: Lack of independent directors. Insufficient board refreshment. Aankondiging • Mar 18
Delta Co. For Printing & Packaging S.A.E, Annual General Meeting, Apr 15, 2026 Delta Co. For Printing & Packaging S.A.E, Annual General Meeting, Apr 15, 2026, at 09:00 Egypt Standard Time. Location: alexandaria Egypt Reported Earnings • May 16
First quarter 2025 earnings released: EPS: ج.م3.36 (vs ج.م4.16 in 1Q 2024) First quarter 2025 results: EPS: ج.م3.36. Revenue: ج.م197.6m (up 2.5% from 1Q 2024). Net income: ج.م20.9m (flat on 1Q 2024). Profit margin: 11% (in line with 1Q 2024). Board Change • May 14
No independent 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. No independent directors (10 non-independent 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: Lack of independent directors. Insufficient board refreshment. Aankondiging • Mar 27
Delta Co. For Printing & Packaging S.A.E announces Annual dividend, payable on April 22, 2025 Delta Co. For Printing & Packaging S.A.E announced Annual dividend of EGP 9.0000 per share payable on April 22, 2025, ex-date on April 16, 2025 and record date on April 17, 2025. Aankondiging • Feb 26
Delta Co. For Printing & Packaging S.A.E, Annual General Meeting, Mar 25, 2025 Delta Co. For Printing & Packaging S.A.E, Annual General Meeting, Mar 25, 2025, at 09:00 Egypt Standard Time. Location: alexandarie Egypt Reported Earnings • Nov 10
Third quarter 2024 earnings released: EPS: ج.م2.70 (vs ج.م0.82 in 3Q 2023) Third quarter 2024 results: EPS: ج.م2.70 (up from ج.م0.82 in 3Q 2023). Revenue: ج.م208.2m (up 66% from 3Q 2023). Net income: ج.م15.9m (up 213% from 3Q 2023). Profit margin: 7.6% (up from 4.0% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 46% per year whereas the company’s share price has increased by 42% per year. New Risk • Sep 16
New major risk - Financial data availability The company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risks No financial data reported. Market cap is less than US$10m (ج.م266.7m market cap, or US$5.51m). Minor Risk Share price has been volatile over the past 3 months (7.4% average weekly change). New Risk • Jul 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 Egyptian stocks, typically moving 7.6% 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 Risks Debt is not well covered by operating cash flow (0.9% operating cash flow to total debt). High level of non-cash earnings (32% accrual ratio). Market cap is less than US$10m (ج.م274.6m market cap, or US$5.68m). Minor Risk Share price has been volatile over the past 3 months (7.6% average weekly change). Valuation Update With 7 Day Price Move • Jul 24
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ج.م49.03, the stock trades at a trailing P/E ratio of 7.5x. Average trailing P/E is 6x in the Packaging industry in Africa. Total returns to shareholders of 48% over the past three years. Valuation Update With 7 Day Price Move • Jul 10
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to ج.م42.36, the stock trades at a trailing P/E ratio of 6.5x. Average trailing P/E is 6x in the Packaging industry in Africa. Total returns to shareholders of 75% over the past three years. Reported Earnings • May 23
First quarter 2024 earnings released: EPS: ج.م4.35 (vs ج.م1.62 in 1Q 2023) First quarter 2024 results: EPS: ج.م4.35 (up from ج.م1.62 in 1Q 2023). Revenue: ج.م192.8m (up 98% from 1Q 2023). Net income: ج.م25.0m (up 175% from 1Q 2023). Profit margin: 13% (up from 9.3% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Apr 08
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to ج.م41.93, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 8x in the Packaging industry in Africa. Total returns to shareholders of 94% over the past three years. Upcoming Dividend • Apr 08
Upcoming dividend of ج.م2.00 per share Eligible shareholders must have bought the stock before 15 April 2024. Payment date: 17 April 2024. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Egyptian dividend payers (6.1%). Higher than average of industry peers (1.1%). Reported Earnings • Feb 25
Full year 2023 earnings released: EPS: ج.م4.15 (vs ج.م2.09 in FY 2022) Full year 2023 results: EPS: ج.م4.15 (up from ج.م2.09 in FY 2022). Revenue: ج.م436.3m (up 55% from FY 2022). Net income: ج.م25.7m (up 119% from FY 2022). Profit margin: 5.9% (up from 4.2% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Oct 26
Investor sentiment improves as stock rises 26% After last week's 26% share price gain to ج.م41.96, the stock trades at a trailing P/E ratio of 17.8x. Average trailing P/E is 8x in the Packaging industry in Africa. Total returns to shareholders of 216% over the past three years. Valuation Update With 7 Day Price Move • Oct 11
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ج.م32.22, the stock trades at a trailing P/E ratio of 13.7x. Average trailing P/E is 8x in the Packaging industry in Africa. Total returns to shareholders of 169% over the past three years. Valuation Update With 7 Day Price Move • Sep 26
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ج.م24.00, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 7x in the Packaging industry in Africa. Total returns to shareholders of 99% over the past three years. Reported Earnings • Aug 14
Second quarter 2023 earnings released: EPS: ج.م0.72 (vs ج.م0.85 in 2Q 2022) Second quarter 2023 results: EPS: ج.م0.72 (down from ج.م0.85 in 2Q 2022). Revenue: ج.م89.4m (up 28% from 2Q 2022). Net income: ج.م1.65m (down 69% from 2Q 2022). Profit margin: 1.8% (down from 7.6% in 2Q 2022). 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 12% per year, which means it is well ahead of earnings. New Risk • Jun 08
New major risk - Earnings quality The company has a high level of non-cash earnings. Accrual ratio: 25% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (6.1% operating cash flow to total debt). High level of non-cash earnings (25% accrual ratio). Market cap is less than US$10m (ج.م111.8m market cap, or US$3.61m). Minor Risk Paying a dividend despite having no free cash flows. Valuation Update With 7 Day Price Move • May 31
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ج.م20.33, the stock trades at a trailing P/E ratio of 9.7x. Average trailing P/E is 11x in the Packaging industry in Africa. Total returns to shareholders of 168% over the past three years. Upcoming Dividend • Apr 12
Upcoming dividend of ج.م1.00 per share at 5.5% yield Eligible shareholders must have bought the stock before 19 April 2023. Payment date: 30 April 2023. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 5.5%. Lower than top quartile of Egyptian dividend payers (8.0%). In line with average of industry peers (5.6%). Valuation Update With 7 Day Price Move • Mar 16
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to ج.م16.67, the stock trades at a trailing P/E ratio of 7.2x. Average trailing P/E is 7x in the Packaging industry in Africa. Total returns to shareholders of 149% over the past three years. Board Change • Nov 16
No independent 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. No independent directors (10 non-independent 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: Lack of independent directors. Insufficient board refreshment. Valuation Update With 7 Day Price Move • Sep 15
Investor sentiment deteriorated over the past week After last week's 20% share price decline to ج.م16.03, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 7x in the Packaging industry in Africa. Total returns to shareholders of 156% over the past three years. Reported Earnings • May 29
First quarter 2022 earnings released: EPS: ج.م0.76 (vs ج.م1.07 in 1Q 2021) First quarter 2022 results: EPS: ج.م0.76 (down from ج.م1.07 in 1Q 2021). Revenue: ج.م77.5m (up 35% from 1Q 2021). Net income: ج.م4.73m (down 21% from 1Q 2021). Profit margin: 6.1% (down from 10% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth. Board Change • Apr 27
No independent 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. No independent directors (10 non-independent 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: Lack of independent directors. Insufficient board refreshment. Upcoming Dividend • Mar 29
Inaugural dividend of ج.م1.00 per share Eligible shareholders must have bought the stock before 05 April 2022. Payment date: 07 April 2022. The company is not currently making a profit and there are not enough cash flows to support it either. This is the first dividend for Delta For Printing & PackagingE since going public. The average dividend yield among industry peers is 3.4%. Valuation Update With 7 Day Price Move • Jan 25
Investor sentiment improved over the past week After last week's 19% share price gain to ج.م22.99, the stock trades at a trailing P/E ratio of 4.8x. Average trailing P/E is 11x in the Packaging industry in Africa. Total returns to shareholders of 275% over the past three years. Valuation Update With 7 Day Price Move • Jul 28
Investor sentiment improved over the past week After last week's 18% share price gain to ج.م38.58, the stock trades at a trailing P/E ratio of 6.4x. Average trailing P/E is 13x in the Packaging industry in Africa. Total returns to shareholders of 560% over the past three years. Valuation Update With 7 Day Price Move • Jul 14
Investor sentiment improved over the past week After last week's 24% share price gain to ج.م28.24, the stock trades at a trailing P/E ratio of 4.7x. Average trailing P/E is 12x in the Packaging industry in Africa. Total returns to shareholders of 339% over the past three years. Valuation Update With 7 Day Price Move • Mar 28
Investor sentiment deteriorated over the past week After last week's 16% share price decline to ج.م23.04, the stock trades at a trailing P/E ratio of 3.8x. Average trailing P/E is 8x in the Packaging industry in Africa. Total returns to shareholders of 260% over the past three years. Upcoming Dividend • Mar 17
First Dividend Is ج.م3.00 Per Share Will be paid on the 28th of March to those who are registered shareholders by the 24th of March. This is the first dividend for Delta For Printing & PackagingE since going public. The average dividend yield among industry peers is 2.1%. Valuation Update With 7 Day Price Move • Feb 19
Investor sentiment improved over the past week After last week's 15% share price gain to ج.م29.99, the stock is trading at a trailing P/E ratio of 5x, up from the previous P/E ratio of 4.3x. This compares to an average P/E of 7x in the Packaging industry in Africa. Total returns to shareholders over the past three years are 340%. Is New 90 Day High Low • Feb 15
New 90-day high: ج.م30.93 The company is up 65% from its price of ج.م18.76 on 17 November 2020. The Egyptian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is up 40% over the same period. Reported Earnings • Feb 11
Full year 2020 earnings released: EPS ج.م5.99 (vs ج.م3.17 in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ج.م245.5m (up 14% from FY 2019). Net income: ج.م33.6m (up 89% from FY 2019). Profit margin: 14% (up from 8.2% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Feb 02
Investor sentiment improved over the past week After last week's 21% share price gain to ج.م23.96, the stock is trading at a trailing P/E ratio of 4.5x, up from the previous P/E ratio of 3.7x. This compares to an average P/E of 8x in the Packaging industry in Africa. Total returns to shareholders over the past three years are 252%. Is New 90 Day High Low • Jan 27
New 90-day high: ج.م19.87 The company is up 19% from its price of ج.م16.63 on 28 October 2020. The Egyptian market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Packaging industry, which is up 33% over the same period. Is New 90 Day High Low • Nov 04
New 90-day high: ج.م17.70 The company is up 62% from its price of ج.م10.93 on 06 August 2020. The Egyptian market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is up 3.0% over the same period. Is New 90 Day High Low • Oct 18
New 90-day high: ج.م15.90 The company is up 45% from its price of ج.م10.93 on 20 July 2020. The Egyptian market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is up 3.0% over the same period. Is New 90 Day High Low • Sep 29
New 90-day high: ج.م15.10 The company is up 37% from its price of ج.م11.01 on 30 June 2020. The Egyptian market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is down 13% over the same period.