Valuation Update With 7 Day Price Move • May 29
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to ₹471, the stock trades at a trailing P/E ratio of 14.7x. Average trailing P/E is 22x in the Chemicals industry in India. Total returns to shareholders of 50% over the past three years. Aankondiging • May 25
Alufluoride Limited, Annual General Meeting, Jul 16, 2026 Alufluoride Limited, Annual General Meeting, Jul 16, 2026. Buy Or Sell Opportunity • May 25
Now 32% undervalued Over the last 90 days, the stock has risen 10% to ₹495. The fair value is estimated to be ₹726, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 15%. Declared Dividend • May 25
Dividend of ₹4.00 announced Shareholders will receive a dividend of ₹4.00. Ex-date: 3rd July 2026 Payment date: 15th August 2026 Dividend yield will be 0.7%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (13% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 6.0% per year over the past 7 years. However, payments have been volatile during that time. Earnings per share has grown by 41% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • May 24
Full year 2026 earnings released: EPS: ₹32.14 (vs ₹23.13 in FY 2025) Full year 2026 results: EPS: ₹32.14 (up from ₹23.13 in FY 2025). Revenue: ₹2.10b (up 12% from FY 2025). Net income: ₹251.3m (up 39% from FY 2025). Profit margin: 12% (up from 9.6% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 20% per year. Aankondiging • May 16
Alufluoride Limited to Report Q4, 2026 Results on May 22, 2026 Alufluoride Limited announced that they will report Q4, 2026 results on May 22, 2026 Valuation Update With 7 Day Price Move • Apr 17
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹540, the stock trades at a trailing P/E ratio of 19.2x. Average trailing P/E is 22x in the Chemicals industry in India. Total returns to shareholders of 73% over the past three years. Reported Earnings • Jan 23
Third quarter 2026 earnings released: EPS: ₹12.06 (vs ₹7.74 in 3Q 2025) Third quarter 2026 results: EPS: ₹12.06 (up from ₹7.74 in 3Q 2025). Revenue: ₹597.4m (up 26% from 3Q 2025). Net income: ₹94.3m (up 56% from 3Q 2025). Profit margin: 16% (up from 13% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Aankondiging • Jan 19
Alufluoride Limited to Report Q3, 2026 Results on Jan 22, 2026 Alufluoride Limited announced that they will report Q3, 2026 results on Jan 22, 2026 Reported Earnings • Oct 19
Second quarter 2026 earnings released: EPS: ₹10.14 (vs ₹8.51 in 2Q 2025) Second quarter 2026 results: EPS: ₹10.14 (up from ₹8.51 in 2Q 2025). Revenue: ₹548.3m (up 3.1% from 2Q 2025). Net income: ₹79.3m (up 19% from 2Q 2025). Profit margin: 14% (up from 13% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 19% per year. Valuation Update With 7 Day Price Move • Oct 17
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹476, the stock trades at a trailing P/E ratio of 21.4x. Average trailing P/E is 26x in the Chemicals industry in India. Total returns to shareholders of 72% over the past three years. Aankondiging • Oct 07
Alufluoride Limited to Report Q2, 2026 Results on Oct 17, 2025 Alufluoride Limited announced that they will report Q2, 2026 results on Oct 17, 2025 Reported Earnings • Aug 07
First quarter 2026 earnings released: EPS: ₹3.97 (vs ₹4.86 in 1Q 2025) First quarter 2026 results: EPS: ₹3.97 (down from ₹4.86 in 1Q 2025). Revenue: ₹441.0m (up 31% from 1Q 2025). Net income: ₹31.0m (down 18% from 1Q 2025). Profit margin: 7.0% (down from 11% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth. Aankondiging • Jul 29
Alufluoride Limited to Report Q1, 2026 Results on Aug 06, 2025 Alufluoride Limited announced that they will report Q1, 2026 results on Aug 06, 2025 Upcoming Dividend • Jun 20
Upcoming dividend of ₹3.00 per share Eligible shareholders must have bought the stock before 27 June 2025. Payment date: 08 August 2025. Payout ratio is a comfortable 13% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Indian dividend payers (1.2%). In line with average of industry peers (0.7%). Reported Earnings • Jun 18
Full year 2025 earnings released: EPS: ₹23.13 (vs ₹22.59 in FY 2024) Full year 2025 results: EPS: ₹23.13 (up from ₹22.59 in FY 2024). Revenue: ₹1.89b (up 14% from FY 2024). Net income: ₹180.9m (up 2.4% from FY 2024). Profit margin: 9.6% (down from 11% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth. Reported Earnings • May 13
Full year 2025 earnings released: EPS: ₹23.13 (vs ₹22.59 in FY 2024) Full year 2025 results: EPS: ₹23.13 (up from ₹22.59 in FY 2024). Revenue: ₹1.91b (up 18% from FY 2024). Net income: ₹180.9m (up 2.4% from FY 2024). Profit margin: 9.5% (down from 11% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Aankondiging • May 13
Alufluoride Limited Recommends Final Dividend for the Financial Year Ended 31 March, 2025 Alufluoride Limited announced at the board meeting held on May 12, 2025, Recommended a final dividend of INR 3/- (Rupees Three only) per equity share of INR 10/- each (i.e. 30% on the face value of INR 10 each) for the financial year· ended 31 March, 2025, for the approval of the shareholders of the Company at the ensuing Annual General Meeting. Record date as 13 June, 2025 for the purpose of payment affinal dividend INR 3/- (Rupees Three only) as recommended by the Board of Directors. Aankondiging • May 12
Alufluoride Limited, Annual General Meeting, Jun 23, 2025 Alufluoride Limited, Annual General Meeting, Jun 23, 2025. Aankondiging • May 10
Alufluoride Limited to Report Q4, 2025 Results on May 12, 2025 Alufluoride Limited announced that they will report Q4, 2025 results on May 12, 2025 Reported Earnings • Feb 12
Third quarter 2025 earnings released: EPS: ₹7.74 (vs ₹4.32 in 3Q 2024) Third quarter 2025 results: EPS: ₹7.74 (up from ₹4.32 in 3Q 2024). Revenue: ₹490.1m (up 30% from 3Q 2024). Net income: ₹60.5m (up 79% from 3Q 2024). Profit margin: 12% (up from 9.0% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Aankondiging • Jan 29
Alufluoride Limited to Report Q3, 2025 Results on Feb 07, 2025 Alufluoride Limited announced that they will report Q3, 2025 results on Feb 07, 2025 New Risk • Nov 14
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.4% 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: 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 (8.4% average weekly change). Market cap is less than US$100m (₹3.24b market cap, or US$38.4m). Valuation Update With 7 Day Price Move • Nov 08
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₹445, the stock trades at a trailing P/E ratio of 19.2x. Average trailing P/E is 35x in the Chemicals industry in India. Total returns to shareholders of 50% over the past three years. Aankondiging • Oct 31
Alufluoride Limited to Report Q2, 2025 Results on Nov 08, 2024 Alufluoride Limited announced that they will report Q2, 2025 results on Nov 08, 2024 Upcoming Dividend • Aug 30
Upcoming dividend of ₹3.00 per share Eligible shareholders must have bought the stock before 06 September 2024. Payment date: 21 September 2024. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Indian dividend payers (1.1%). In line with average of industry peers (0.6%). Aankondiging • Aug 16
Alufluoride Limited, Annual General Meeting, Sep 16, 2024 Alufluoride Limited, Annual General Meeting, Sep 16, 2024. Reported Earnings • Aug 16
First quarter 2025 earnings released: EPS: ₹4.86 (vs ₹4.27 in 1Q 2024) First quarter 2025 results: EPS: ₹4.86 (up from ₹4.27 in 1Q 2024). Revenue: ₹343.6m (down 6.2% from 1Q 2024). Net income: ₹38.0m (up 14% from 1Q 2024). Profit margin: 11% (up from 9.1% in 1Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth. Aankondiging • Aug 06
Alufluoride Limited to Report Q1, 2025 Results on Aug 14, 2024 Alufluoride Limited announced that they will report Q1, 2025 results on Aug 14, 2024 Valuation Update With 7 Day Price Move • May 23
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹532, the stock trades at a trailing P/E ratio of 26.3x. Average trailing P/E is 30x in the Chemicals industry in India. Total returns to shareholders of 117% over the past three years. Aankondiging • May 18
Alufluoride Limited to Report Q4, 2024 Results on May 23, 2024 Alufluoride Limited announced that they will report Q4, 2024 results on May 23, 2024 Reported Earnings • Feb 10
Third quarter 2024 earnings released: EPS: ₹4.32 (vs ₹6.04 in 3Q 2023) Third quarter 2024 results: EPS: ₹4.32 (down from ₹6.04 in 3Q 2023). Revenue: ₹380.2m (flat on 3Q 2023). Net income: ₹33.8m (down 28% from 3Q 2023). Profit margin: 8.9% (down from 12% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth. Buy Or Sell Opportunity • Jan 24
Now 21% undervalued Over the last 90 days, the stock has risen 20% to ₹513. The fair value is estimated to be ₹645, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 45% over the last 3 years. Earnings per share has grown by 72%. Buying Opportunity • Jan 16
Now 20% undervalued Over the last 90 days, the stock is up 17%. The fair value is estimated to be ₹645, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 45% over the last 3 years. Earnings per share has grown by 72%. Buying Opportunity • Nov 30
Now 20% undervalued Over the last 90 days, the stock is up 8.1%. The fair value is estimated to be ₹657, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 45% over the last 3 years. Earnings per share has grown by 72%. Buying Opportunity • Nov 09
Now 21% undervalued Over the last 90 days, the stock is up 16%. The fair value is estimated to be ₹660, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 45% over the last 3 years. Earnings per share has grown by 72%. New Risk • Nov 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 Indian stocks, typically moving 7.4% 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: 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 (7.4% average weekly change). Market cap is less than US$100m (₹4.09b market cap, or US$49.2m). Reported Earnings • Nov 04
Second quarter 2024 earnings released: EPS: ₹6.96 (vs ₹3.82 in 2Q 2023) Second quarter 2024 results: EPS: ₹6.96 (up from ₹3.82 in 2Q 2023). Revenue: ₹451.6m (up 26% from 2Q 2023). Net income: ₹56.2m (up 88% from 2Q 2023). Profit margin: 12% (up from 8.3% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Nov 03
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to ₹523, the stock trades at a trailing P/E ratio of 28x. Average trailing P/E is 27x in the Chemicals industry in India. Total returns to shareholders of 161% over the past three years. Aankondiging • Oct 26
Alufluoride Limited to Report Q2, 2024 Results on Nov 03, 2023 Alufluoride Limited announced that they will report Q2, 2024 results at 12:15 PM, Indian Standard Time on Nov 03, 2023 Aankondiging • Sep 17
Alufluoride Limited Approves Reconstitution of Audit Committee and Nomination and Remuneration Committee The board of directors of Alufluoride Limited meeting held on September 16, 2023, approved the Reconstitution of Audit Committee and Nomination and Remuneration Committee as follows: Audit Committee: Sri. A.VV.S.S.Ch.B. Sekhar Babu as Chairman; Sri. Yugandhar Meka, Sri. Ashok Vemulapalli and Sri. Sohrab Chinoy Kersasp as members. Nomination and Remuneration Committee: Sri. Sohrab Chinoy Kersaso as Chairman; Sri. Yugandhar Meka, Sri. A.V.V.S.S.Ch .B. Sekhar Babu and Sri Ashok Vemulapalli as members. New Risk • Aug 13
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 3.9% per year over the past 5 years. 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 (7.5% average weekly change). Market cap is less than US$100m (₹3.54b market cap, or US$42.6m). Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹468, the stock trades at a trailing P/E ratio of 25.1x. Average trailing P/E is 24x in the Chemicals industry in India. Total returns to shareholders of 176% over the past three years. Reported Earnings • Jul 30
First quarter 2024 earnings released: EPS: ₹4.27 (vs ₹1.99 in 1Q 2023) First quarter 2024 results: EPS: ₹4.27 (up from ₹1.99 in 1Q 2023). Revenue: ₹369.8m (up 37% from 1Q 2023). Net income: ₹33.4m (up 115% from 1Q 2023). Profit margin: 9.0% (up from 5.8% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jun 29
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to ₹415, the stock trades at a trailing P/E ratio of 25.3x. Average trailing P/E is 22x in the Chemicals industry in India. Total returns to shareholders of 280% over the past three years. Upcoming Dividend • Jun 23
Upcoming dividend of ₹2.00 per share at 0.6% yield Eligible shareholders must have bought the stock before 30 June 2023. Payment date: 14 August 2023. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (0.9%). Valuation Update With 7 Day Price Move • Jun 14
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹372, the stock trades at a trailing P/E ratio of 22.7x. Average trailing P/E is 22x in the Chemicals industry in India. Total returns to shareholders of 244% over the past three years. Reported Earnings • May 26
Full year 2023 earnings released: EPS: ₹16.39 (vs ₹4.51 in FY 2022) Full year 2023 results: EPS: ₹16.39 (up from ₹4.51 in FY 2022). Revenue: ₹1.37b (up 56% from FY 2022). Net income: ₹128.2m (up 264% from FY 2022). Profit margin: 9.3% (up from 4.0% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • May 17
Alufluoride Limited to Report Q4, 2023 Results on May 23, 2023 Alufluoride Limited announced that they will report Q4, 2023 results on May 23, 2023 Reported Earnings • Jan 31
Third quarter 2023 earnings released: EPS: ₹6.04 (vs ₹2.42 in 3Q 2022) Third quarter 2023 results: EPS: ₹6.04 (up from ₹2.42 in 3Q 2022). Revenue: ₹384.9m (up 34% from 3Q 2022). Net income: ₹47.2m (up 150% from 3Q 2022). Profit margin: 12% (up from 6.6% in 3Q 2022). The increase in margin was driven by higher revenue. 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 41% per year, which means it is well ahead of earnings. Aankondiging • Jan 20
Alufluoride Limited to Report Q3, 2023 Results on Jan 30, 2023 Alufluoride Limited announced that they will report Q3, 2023 results at 3:30 PM, Indian Standard Time on Jan 30, 2023 Board Change • Nov 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. 1 experienced director. 6 highly experienced directors. Independent & Non-Executive Director Yugandhar Meka was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Oct 30
Second quarter 2023 earnings released: EPS: ₹3.82 (vs ₹1.27 in 2Q 2022) Second quarter 2023 results: EPS: ₹3.82 (up from ₹1.27 in 2Q 2022). Revenue: ₹360.7m (up 84% from 2Q 2022). Net income: ₹29.9m (up 200% from 2Q 2022). Profit margin: 8.3% (up from 5.1% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 48% per year, which means it is well ahead of earnings. Aankondiging • Oct 22
Alufluoride Limited to Report Q2, 2023 Results on Oct 28, 2022 Alufluoride Limited announced that they will report Q2, 2023 results at 3:30 PM, Indian Standard Time on Oct 28, 2022 Valuation Update With 7 Day Price Move • Oct 03
Investor sentiment improved over the past week After last week's 16% share price gain to ₹296, the stock trades at a trailing P/E ratio of 45.7x. Average trailing P/E is 19x in the Chemicals industry in India. Total returns to shareholders of 201% over the past three years. Valuation Update With 7 Day Price Move • Sep 08
Investor sentiment improved over the past week After last week's 15% share price gain to ₹300, the stock trades at a trailing P/E ratio of 46.2x. Average trailing P/E is 20x in the Chemicals industry in India. Total returns to shareholders of 191% over the past three years. Reported Earnings • Aug 03
First quarter 2023 earnings released: EPS: ₹1.99 (vs ₹0.64 in 1Q 2022) First quarter 2023 results: EPS: ₹1.99 (up from ₹0.64 in 1Q 2022). Revenue: ₹271.6m (up 80% from 1Q 2022). Net income: ₹15.5m (up 210% from 1Q 2022). Profit margin: 5.7% (up from 3.3% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance. Valuation Update With 7 Day Price Move • Aug 02
Investor sentiment improved over the past week After last week's 23% share price gain to ₹277, the stock trades at a trailing P/E ratio of 61.4x. Average trailing P/E is 19x in the Chemicals industry in India. Total returns to shareholders of 152% over the past three years. Aankondiging • Jul 28
Alufluoride Limited to Report Q1, 2023 Results on Aug 02, 2022 Alufluoride Limited announced that they will report Q1, 2023 results on Aug 02, 2022 Reported Earnings • Jun 23
Full year 2022 earnings released: EPS: ₹4.51 (vs ₹0.70 loss in FY 2021) Full year 2022 results: EPS: ₹4.51 (up from ₹0.70 loss in FY 2021). Revenue: ₹879.5m (up 129% from FY 2021). Net income: ₹35.2m (up ₹40.7m from FY 2021). Profit margin: 4.0% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance. Valuation Update With 7 Day Price Move • Jun 21
Investor sentiment deteriorated over the past week After last week's 16% share price decline to ₹200, the stock trades at a trailing P/E ratio of 44.3x. Average trailing P/E is 16x in the Chemicals industry in India. Total returns to shareholders of 65% over the past three years. Upcoming Dividend • Jun 16
Upcoming dividend of ₹1.00 per share Eligible shareholders must have bought the stock before 23 June 2022. Payment date: 08 August 2022. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.8%). Lower than average of industry peers (0.8%). Aankondiging • May 31
Alufluoride Limited Recommends Final Dividend for the Financial Year Ended 31 March 2022 Alufluoride Limited announced that at its board meeting held on 28 May 2022, the board recommended a final dividend of INR 1 per equity share of INR 10 each (that is 10% on the face value of INR 10 each) for the financial year ended 31 March 2022, for the approval of the shareholders of the company at the ensuing Annual General Meeting and fixed the record date for the purpose of payment of final dividend. Aankondiging • May 21
Alufluoride Limited to Report Q4, 2022 Results on May 28, 2022 Alufluoride Limited announced that they will report Q4, 2022 results on May 28, 2022 Board Change • Apr 27
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Independent & Non-Executive Director Yugandhar Meka was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Feb 08
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: ₹2.42 (up from ₹1.13 loss in 3Q 2021). Revenue: ₹290.1m (up 228% from 3Q 2021). Net income: ₹18.9m (up ₹27.8m from 3Q 2021). Profit margin: 6.5% (up from net loss in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 128 percentage points per year, which is a significant difference in performance. Board Change • Dec 06
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Independent & Non-Executive Director Yugandhar Meka was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 11
Second quarter 2022 earnings released: EPS ₹1.27 (vs ₹1.23 in 2Q 2021) The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2022 results: Revenue: ₹198.0m (up 56% from 2Q 2021). Net income: ₹9.97m (up 3.8% from 2Q 2021). Profit margin: 5.0% (down from 7.5% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has increased by 32% per year, which means it is well ahead of earnings. Reported Earnings • Jul 02
Full year 2021 earnings released: ₹0.70 loss per share (vs ₹13.22 profit in FY 2020) The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: ₹385.0m (down 49% from FY 2020). Net loss: ₹5.50m (down 105% from profit in FY 2020). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 37% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • May 05
Investor sentiment improved over the past week After last week's 15% share price gain to ₹284, the stock trades at a trailing P/E ratio of 53.4x. Average trailing P/E is 19x in the Chemicals industry in India. Total returns to shareholders of 164% over the past three years. Valuation Update With 7 Day Price Move • Feb 22
Investor sentiment deteriorated over the past week After last week's 17% share price decline to ₹242, the stock is trading at a trailing P/E ratio of 45.5x, down from the previous P/E ratio of 55x. This compares to an average P/E of 17x in the Chemicals industry in India. Total returns to shareholders over the past three years are 116%. Reported Earnings • Feb 03
Third quarter 2021 earnings released: ₹1.13 loss per share (vs ₹3.79 profit in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: ₹92.4m (down 59% from 3Q 2020). Net loss: ₹8.87m (down 130% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Jan 28
Investor sentiment deteriorated over the past week After last week's 17% share price decline to ₹279, the stock is trading at a trailing P/E ratio of 27.3x, down from the previous P/E ratio of 32.7x. This compares to an average P/E of 18x in the Chemicals industry in India. Total returns to shareholders over the past three years are 138%. Aankondiging • Jan 24
Alufluoride Limited to Report Q3, 2021 Results on Feb 01, 2021 Alufluoride Limited announced that they will report Q3, 2021 results on Feb 01, 2021 Valuation Update With 7 Day Price Move • Jan 15
Investor sentiment deteriorated over the past week After last week's 21% share price decline to ₹336, the stock is trading at a trailing P/E ratio of 32.8x, down from the previous P/E ratio of 41.5x. This compares to an average P/E of 18x in the Chemicals industry in India. Total returns to shareholders over the past three years are 163%. Valuation Update With 7 Day Price Move • Jan 01
Investor sentiment improved over the past week After last week's 26% share price gain to ₹290, the stock is trading at a trailing P/E ratio of 28.4x, up from the previous P/E ratio of 22.5x. This compares to an average P/E of 18x in the Chemicals industry in India. Total returns to shareholders over the past three years are 110%. Is New 90 Day High Low • Dec 31
New 90-day high: ₹242 The company is up 8.0% from its price of ₹225 on 01 October 2020. The Indian market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 20% over the same period. Valuation Update With 7 Day Price Move • Dec 23
Investor sentiment improved over the past week After last week's 28% share price gain to ₹225, the stock is trading at a trailing P/E ratio of 22x, up from the previous P/E ratio of 17.1x. This compares to an average P/E of 17x in the Chemicals industry in India. Total returns to shareholders over the past three years are 64%. Reported Earnings • Nov 11
Second quarter 2021 earnings released: EPS ₹1.23 The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₹128.8m (down 32% from 2Q 2020). Net income: ₹9.60m (down 42% from 2Q 2020). Profit margin: 7.5% (down from 8.8% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 12% per year. Valuation Update With 7 Day Price Move • Nov 10
Market pulls back on stock over the past week After last week's 19% share price decline to ₹162, the stock is trading at a trailing P/E ratio of 14.4x, down from the previous P/E ratio of 17.9x. This compares to an average P/E of 15x in the Chemicals industry in India. Total returns to shareholders over the past three years are 26%. Aankondiging • Jun 21
Alufluoride Limited to Report Fiscal Year 2020 Results on Jun 22, 2020 Alufluoride Limited announced that they will report fiscal year 2020 results on Jun 22, 2020