Aankondiging • 10h
Lancer Container Lines Limited to Report Q1, 2027 Results on Aug 12, 2026 Lancer Container Lines Limited announced that they will report Q1, 2027 results on Aug 12, 2026 Valuation Update With 7 Day Price Move • Jun 24
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹11.93, the stock trades at a trailing P/E ratio of 74.3x. Average trailing P/E is 19x in the Shipping industry in India. Total loss to shareholders of 75% over the past three years. Reported Earnings • May 31
Full year 2026 earnings released: EPS: ₹0.22 (vs ₹0.014 loss in FY 2025) Full year 2026 results: EPS: ₹0.22 (up from ₹0.014 loss in FY 2025). Revenue: ₹4.31b (down 38% from FY 2025). Net income: ₹56.8m (up ₹60.2m from FY 2025). Profit margin: 1.3% (up from 0% in FY 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 40 percentage points per year, which is a significant difference in performance. Aankondiging • May 22
Lancer Container Lines Limited to Report Q4, 2026 Results on May 29, 2026 Lancer Container Lines Limited announced that they will report Q4, 2026 results on May 29, 2026 New Risk • Feb 21
New major risk - Shareholder dilution The company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 41% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 11% per year over the past 5 years. Shareholders have been substantially diluted in the past year (41% increase in shares outstanding). Minor Risk Market cap is less than US$100m (₹3.66b market cap, or US$40.3m). Reported Earnings • Feb 09
Third quarter 2026 earnings released: ₹0.30 loss per share (vs ₹0.17 profit in 3Q 2025) Third quarter 2026 results: ₹0.30 loss per share (down from ₹0.17 profit in 3Q 2025). Revenue: ₹544.0m (down 73% from 3Q 2025). Net loss: ₹74.3m (down 270% from profit in 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 29 percentage points per year, which is a significant difference in performance. Aankondiging • Jan 30
Lancer Container Lines Limited to Report Q3, 2026 Results on Feb 05, 2026 Lancer Container Lines Limited announced that they will report Q3, 2026 results on Feb 05, 2026 Board Change • Dec 17
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Vijayshri Krishnan was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Aankondiging • Dec 16
Lancer Container Lines Limited Approves the Appointment of Heena Imran Shaikh as an Executive Director Lancer Container Lines Limited at its Extraordinary General Meeting held on December 13, 2025 approved the appointment of Ms. Heena Imran Shaikh as an Executive Director of the company. Reported Earnings • Nov 16
Second quarter 2026 earnings released: EPS: ₹0.28 (vs ₹0.67 in 2Q 2025) Second quarter 2026 results: EPS: ₹0.28 (down from ₹0.67 in 2Q 2025). Revenue: ₹1.07b (down 47% from 2Q 2025). Net income: ₹67.7m (down 54% from 2Q 2025). Profit margin: 6.4% (down from 7.3% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 42% per year, which means it has not declined as severely as earnings. Aankondiging • Nov 11
Lancer Container Lines Limited to Report Q2, 2026 Results on Nov 14, 2025 Lancer Container Lines Limited announced that they will report Q2, 2026 results at 3:30 PM, Indian Standard Time on Nov 14, 2025 New Risk • Aug 20
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Market cap is less than US$100m (₹3.36b market cap, or US$38.6m). Aankondiging • Aug 13
Lancer Container Lines Limited, Annual General Meeting, Sep 18, 2025 Lancer Container Lines Limited, Annual General Meeting, Sep 18, 2025, at 12:00 Indian Standard Time. Reported Earnings • Aug 13
First quarter 2026 earnings released: ₹0.18 loss per share (vs ₹0.51 profit in 1Q 2025) First quarter 2026 results: ₹0.18 loss per share (down from ₹0.51 profit in 1Q 2025). Revenue: ₹1.08b (down 38% from 1Q 2025). Net loss: ₹46.2m (down 138% from profit in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 33% per year whereas the company’s share price has fallen by 32% per year. Aankondiging • Aug 09
Lancer Container Lines Limited to Report Q1, 2026 Results on Aug 12, 2025 Lancer Container Lines Limited announced that they will report Q1, 2026 results on Aug 12, 2025 Reported Earnings • Jun 12
Full year 2025 earnings released: ₹0.01 loss per share (vs ₹2.65 profit in FY 2024) Full year 2025 results: ₹0.01 loss per share (down from ₹2.65 profit in FY 2024). Revenue: ₹7.15b (up 13% from FY 2024). Net loss: ₹3.48m (down 101% from profit in FY 2024). Profit margin: 0% (down from 9.2% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings. Valuation Update With 7 Day Price Move • Jun 11
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₹18.34, the stock trades at a trailing P/E ratio of 9.7x. Average trailing P/E is 14x in the Shipping industry in India. Total loss to shareholders of 44% over the past three years. Aankondiging • May 23
Lancer Container Lines Limited to Report Q4, 2025 Results on May 30, 2025 Lancer Container Lines Limited announced that they will report Q4, 2025 results on May 30, 2025 Valuation Update With 7 Day Price Move • May 16
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₹16.38, the stock trades at a trailing P/E ratio of 8.7x. Average trailing P/E is 14x in the Shipping industry in India. Total loss to shareholders of 56% over the past three years. Valuation Update With 7 Day Price Move • Mar 30
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₹13.54, the stock trades at a trailing P/E ratio of 7.2x. Average trailing P/E is 13x in the Shipping industry in India. Total loss to shareholders of 51% over the past three years. New Risk • Mar 17
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 9.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.6% average weekly change). Minor Risk Market cap is less than US$100m (₹3.94b market cap, or US$45.4m). Valuation Update With 7 Day Price Move • Mar 14
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to ₹17.04, the stock trades at a trailing P/E ratio of 9x. Average trailing P/E is 14x in the Shipping industry in India. Total loss to shareholders of 44% over the past three years. Valuation Update With 7 Day Price Move • Feb 28
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to ₹21.90, the stock trades at a trailing P/E ratio of 11.6x. Average trailing P/E is 14x in the Shipping industry in India. Total loss to shareholders of 29% over the past three years. Reported Earnings • Feb 13
Third quarter 2025 earnings released: EPS: ₹0.17 (vs ₹0.65 in 3Q 2024) Third quarter 2025 results: EPS: ₹0.17 (down from ₹0.65 in 3Q 2024). Revenue: ₹2.09b (up 39% from 3Q 2024). Net income: ₹43.6m (down 69% from 3Q 2024). Profit margin: 2.1% (down from 9.3% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Aankondiging • Feb 05
Lancer Container Lines Limited to Report Q3, 2025 Results on Feb 12, 2025 Lancer Container Lines Limited announced that they will report Q3, 2025 results on Feb 12, 2025 Aankondiging • Jan 02
Lancer Container Lines Limited Announces Resignation of Amol Mohan Shirke as Whole - Time Director, with Effect from January 01, 2025 Lancer Container Lines Limited announced that Mr. Amol Mohan Shirke (DIN: 08681663), vide his letter dated December 31, 2024 has tendered his resignation as Whole - time Director of the Company with effect from January 01, 2025 due to other professional reasons. Valuation Update With 7 Day Price Move • Dec 05
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹38.54, the stock trades at a trailing P/E ratio of 16.1x. Average trailing P/E is 24x in the Shipping industry in India. Total returns to shareholders of 7.0% over the past three years. Reported Earnings • Nov 15
Second quarter 2025 earnings released: EPS: ₹0.67 (vs ₹0.67 in 2Q 2024) Second quarter 2025 results: EPS: ₹0.67 (in line with 2Q 2024). Revenue: ₹2.09b (up 26% from 2Q 2024). Net income: ₹147.8m (up 4.0% from 2Q 2024). Profit margin: 7.1% (down from 8.5% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. New Risk • Nov 06
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 8.0% 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 (8.0% average weekly change). Shareholders have been diluted in the past year (10% increase in shares outstanding). Valuation Update With 7 Day Price Move • Nov 06
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₹35.44, the stock trades at a trailing P/E ratio of 15x. Average trailing P/E is 19x in the Shipping industry in India. Total returns to shareholders of 31% over the past three years. Aankondiging • Nov 06
Lancer Container Lines Limited to Report Q2, 2025 Results on Nov 13, 2024 Lancer Container Lines Limited announced that they will report Q2, 2025 results on Nov 13, 2024 Valuation Update With 7 Day Price Move • Oct 08
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₹33.06, the stock trades at a trailing P/E ratio of 14x. Average trailing P/E is 21x in the Shipping industry in India. Total returns to shareholders of 54% over the past three years. Aankondiging • Aug 13
Lancer Container Lines Limited, Annual General Meeting, Sep 24, 2024 Lancer Container Lines Limited, Annual General Meeting, Sep 24, 2024, at 12:00 Indian Standard Time. Reported Earnings • Aug 13
First quarter 2025 earnings released: EPS: ₹0.51 (vs ₹0.76 in 1Q 2024) First quarter 2025 results: EPS: ₹0.51 (down from ₹0.76 in 1Q 2024). Revenue: ₹1.75b (up 6.4% from 1Q 2024). Net income: ₹120.6m (down 15% from 1Q 2024). Profit margin: 6.9% (down from 8.6% in 1Q 2024). 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 increased by 61% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Aug 01
Lancer Container Lines Limited to Report Q1, 2025 Results on Aug 12, 2024 Lancer Container Lines Limited announced that they will report Q1, 2025 results on Aug 12, 2024 Valuation Update With 7 Day Price Move • Jul 31
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹55.78, the stock trades at a trailing P/E ratio of 22.5x. Average trailing P/E is 22x in the Shipping industry in India. Total returns to shareholders of 627% over the past three years. Aankondiging • Jun 13
Lancer Container Lines Limited Announces Resignation of Ranjana Sandeep Shinde as Chief Financial Officer, Effective from July 31, 2024 Lancer Container Lines Limited announced that Mrs. Ranjana Sandeep Shinde, Chief Financial Officer (CFO) and Key Managerial Person (KMP) of the Company has tendered her resignation as CFO & KMP, on June 10, 2024, as she has decided to pursue a new opportunity with another organization. Her last working day with the organization will be July 31, 2024. Valuation Update With 7 Day Price Move • Jun 05
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to ₹47.63, the stock trades at a trailing P/E ratio of 19.2x. Average trailing P/E is 22x in the Shipping industry in India. Total returns to shareholders of 892% over the past three years. Reported Earnings • May 29
Full year 2024 earnings released: EPS: ₹2.65 (vs ₹2.96 in FY 2023) Full year 2024 results: EPS: ₹2.65. Revenue: ₹6.47b (down 23% from FY 2023). Net income: ₹583.7m (up 8.6% from FY 2023). Profit margin: 9.0% (up from 6.4% in FY 2023). The increase in margin was driven by lower expenses. Aankondiging • May 17
Lancer Container Lines Limited to Report Q4, 2024 Results on May 28, 2024 Lancer Container Lines Limited announced that they will report Q4, 2024 results on May 28, 2024 Valuation Update With 7 Day Price Move • Apr 01
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹76.03, the stock trades at a trailing P/E ratio of 32.6x. Average trailing P/E is 15x in the Shipping industry in India. Total returns to shareholders of 1,887% over the past three years. Valuation Update With 7 Day Price Move • Mar 12
Investor sentiment deteriorates as stock falls 22% After last week's 22% share price decline to ₹70.06, the stock trades at a trailing P/E ratio of 30x. Average trailing P/E is 15x in the Shipping industry in India. Total returns to shareholders of 1,541% over the past three years. Reported Earnings • Feb 13
Third quarter 2024 earnings released: EPS: ₹0.65 (vs ₹0.75 in 3Q 2023) Third quarter 2024 results: EPS: ₹0.65. Revenue: ₹1.55b (down 13% from 3Q 2023). Net income: ₹140.5m (up 3.2% from 3Q 2023). Profit margin: 9.1% (up from 7.7% in 3Q 2023). The increase in margin was driven by lower expenses. Aankondiging • Feb 02
Lancer Container Lines Limited to Report Q3, 2024 Results on Feb 12, 2024 Lancer Container Lines Limited announced that they will report Q3, 2024 results on Feb 12, 2024 Reported Earnings • Nov 09
Second quarter 2024 earnings released: EPS: ₹0.77 (vs ₹0.88 in 2Q 2023) Second quarter 2024 results: EPS: ₹0.77 (down from ₹0.88 in 2Q 2023). Revenue: ₹1.71b (down 25% from 2Q 2023). Net income: ₹142.1m (down 10% from 2Q 2023). Profit margin: 8.3% (up from 7.0% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has increased by 209% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Oct 28
Lancer Container Lines Limited to Report Q2, 2024 Results on Nov 08, 2023 Lancer Container Lines Limited announced that they will report Q2, 2024 results at 3:30 PM, Indian Standard Time on Nov 08, 2023 Board Change • Sep 01
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. 4 experienced directors. 2 highly experienced directors. Non-Executive - Independent Director Ameeta Ramesh was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Aankondiging • Aug 11
Lancer Container Lines Limited, Annual General Meeting, Sep 11, 2023 Lancer Container Lines Limited, Annual General Meeting, Sep 11, 2023, at 12:00 Indian Standard Time. Reported Earnings • Aug 11
First quarter 2024 earnings released: EPS: ₹2.29 (vs ₹2.21 in 1Q 2023) First quarter 2024 results: EPS: ₹2.29 (up from ₹2.21 in 1Q 2023). Revenue: ₹1.67b (down 28% from 1Q 2023). Net income: ₹141.2m (up 6.2% from 1Q 2023). Profit margin: 8.5% (up from 5.7% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has increased by 220% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Aug 01
Lancer Container Lines Limited to Report Q1, 2024 Results on Aug 10, 2023 Lancer Container Lines Limited announced that they will report Q1, 2024 results at 3:30 PM, Indian Standard Time on Aug 10, 2023 Valuation Update With 7 Day Price Move • Jul 24
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹175, the stock trades at a trailing P/E ratio of 20.5x. Average trailing P/E is 18x in the Shipping industry in India. Total returns to shareholders of 2,993% over the past three years. Valuation Update With 7 Day Price Move • Jun 29
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹141, the stock trades at a trailing P/E ratio of 16.1x. Average trailing P/E is 14x in the Shipping industry in India. Total returns to shareholders of 2,283% over the past three years. Aankondiging • Jun 27
Lancer Container Lines Limited Appoints Mrs. Shruthi Rajiv Nair as Chief Executive Officer Board of Directors of Lancer Container Lines Limited have appointed Mrs. Shruthi Rajiv Nair as Chief Executive officer of the Company with effect from June 26, 2023. Mers. Shruthi Rajiv Nair has achieved notable academic milestones including a Master's degree in Management Studies with a specialisation in Finance and with an impressive 13 years of experience in realm of Accounts & Finance. She has worked with various corporates like Param Offshore India Pvt Itd, Healthcare at home India Pvt Itd gaining domain exposure. Shruthi has been an esteemed member of Lancer Organisation for the past 3 years, where she has demonstrated her expertise and proficiency in the field. This serves as an official testament to Shruthi Nair's remarkable academic achievement, extensive experience and commendable contribution to the field of accounts and finance. Reported Earnings • May 26
Full year 2023 earnings released: EPS: ₹8.89 (vs ₹4.80 in FY 2022) Full year 2023 results: EPS: ₹8.89 (up from ₹4.80 in FY 2022). Revenue: ₹8.46b (up 32% from FY 2022). Net income: ₹537.4m (up 86% from FY 2022). Profit margin: 6.4% (up from 4.5% 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 71% per year but the company’s share price has increased by 211% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • May 19
Lancer Container Lines Limited to Report Q4, 2023 Final Results on May 25, 2023 Lancer Container Lines Limited announced that they will report Q4, 2023 final results at 3:30 PM, Indian Standard Time on May 25, 2023 Valuation Update With 7 Day Price Move • Apr 11
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₹172, the stock trades at a trailing P/E ratio of 19.5x. Average trailing P/E is 15x in the Shipping industry in India. Total returns to shareholders of 3,237% over the past three years. Reported Earnings • Feb 14
Third quarter 2023 earnings released: EPS: ₹2.26 (vs ₹1.38 in 3Q 2022) Third quarter 2023 results: EPS: ₹2.26 (up from ₹1.38 in 3Q 2022). Revenue: ₹1.78b (up 12% from 3Q 2022). Net income: ₹136.2m (up 63% from 3Q 2022). Profit margin: 7.6% (up from 5.2% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has increased by 179% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Feb 04
Lancer Container Lines Limited to Report Q3, 2023 Results on Feb 13, 2023 Lancer Container Lines Limited announced that they will report Q3, 2023 results on Feb 13, 2023 Valuation Update With 7 Day Price Move • Dec 30
Investor sentiment improved over the past week After last week's 41% share price gain to ₹227, the stock trades at a trailing P/E ratio of 27.9x. Average trailing P/E is 14x in the Shipping industry in India. Total returns to shareholders of 3,491% over the past three years. Aankondiging • Dec 01
Lancer Container Lines Limited Announces Resignation of Ranjana Sandeep Shinde as Director Lancer Container Lines Limited announced that Mrs. Ranjana Sandeep Shinde vide her letter dated 15 December 2022 conveyed her decision to resign from the directorship of the company due to her other certain professional Commitments with immediate effect. Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Non-Executive - Independent Director Ameeta Ramesh was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 09
Second quarter 2023 earnings released: EPS: ₹5.26 (vs ₹2.00 in 2Q 2022) Second quarter 2023 results: EPS: ₹5.26 (up from ₹2.00 in 2Q 2022). Revenue: ₹2.29b (up 67% from 2Q 2022). Net income: ₹158.6m (up 164% from 2Q 2022). Profit margin: 6.9% (up from 4.4% 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 71% per year but the company’s share price has increased by 237% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Nov 08
Lancer Container Lines Limited Announces Changes in Designation of Ms. Ranjana Sandeep Shinde to Non-Executive Director Lancer Container Lines Limited announces changes in designation of Ms. Ranjana Sandeep Shinde to Non-Executive director from Executive director. Valuation Update With 7 Day Price Move • Nov 04
Investor sentiment improved over the past week After last week's 15% share price gain to ₹451, the stock trades at a trailing P/E ratio of 34.7x. Average trailing P/E is 14x in the Shipping industry in India. Total returns to shareholders of 3,466% over the past three years. Aankondiging • Oct 28
Lancer Container Lines Limited to Report Q2, 2023 Results on Nov 07, 2022 Lancer Container Lines Limited announced that they will report Q2, 2023 results on Nov 07, 2022 Valuation Update With 7 Day Price Move • Oct 06
Investor sentiment improved over the past week After last week's 16% share price gain to ₹342, the stock trades at a trailing P/E ratio of 26.3x. Average trailing P/E is 10x in the Shipping industry in India. Total returns to shareholders of 2,431% over the past three years. Board Change • Sep 27
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Non-Executive - Independent Director Ameeta Ramesh was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Sep 20
Investor sentiment improved over the past week After last week's 20% share price gain to ₹311, the stock trades at a trailing P/E ratio of 23.9x. Average trailing P/E is 11x in the Shipping industry in India. Total returns to shareholders of 1,833% over the past three years. Aankondiging • Sep 08
Lancer Container Lines Limited, Annual General Meeting, Sep 30, 2022 Lancer Container Lines Limited, Annual General Meeting, Sep 30, 2022, at 12:00 Indian Standard Time. Agenda: To consider Audited Financial Statements of the Company for the financial year ended March 31, 2022 together with the Reports of Board of Directors and Auditors thereon; to consider Audited Consolidated Financial Statements of the Company for the financial year ended March 31, 2022 together with the Report of Auditors thereon; and to transact such other business matters. Reported Earnings • Aug 11
First quarter 2023 earnings released: EPS: ₹4.41 (vs ₹0.99 in 1Q 2022) First quarter 2023 results: EPS: ₹4.41 (up from ₹0.99 in 1Q 2022). Revenue: ₹2.33b (up 110% from 1Q 2022). Net income: ₹132.9m (up 347% from 1Q 2022). Profit margin: 5.7% (up from 2.7% 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 59% per year but the company’s share price has increased by 161% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Jul 30
Lancer Container Lines Limited to Report Q1, 2023 Results on Aug 09, 2022 Lancer Container Lines Limited announced that they will report Q1, 2023 results on Aug 09, 2022 Aankondiging • Jul 14
Lancer Container Lines Limited Announces the Resignation of Archana Chandrakant Indulkar as Company Secretary and Compliance Officer Lancer Container Lines Limited announced the resignation of Miss. Archana Chandrakant Indulkar as Company Secretary and Compliance Officer of the Company with effect from July 13, 2022. Buying Opportunity • Jul 12
Now 21% undervalued Over the last 90 days, the stock is up 32%. The fair value is estimated to be ₹291, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Earnings per share has grown by 51%. Valuation Update With 7 Day Price Move • Jul 07
Investor sentiment improved over the past week After last week's 16% share price gain to ₹235, the stock trades at a trailing P/E ratio of 24.4x. Average trailing P/E is 9x in the Shipping industry in India. Total returns to shareholders of 1,137% over the past three years. Recent Insider Transactions • Jul 04
Chairman & MD recently sold ₹171m worth of stock On the 29th of June, Abdul Khalik Abdul Chataiwala sold around 850k shares on-market at roughly ₹201 per share. This was the largest sale by an insider in the last 3 months. This was Abdul Khalik Abdul's only on-market trade for the last 12 months. Aankondiging • May 24
Lancer Container Lines Limited Provides Earnings Guidance for the Fiscal Year 2023 Lancer Container Lines Limited provided earnings guidance for the fiscal year 2023. For the year, the company expects revenue to grow by 30% to 40%, mainly on the account of increase in geographic footprint, sustained high freight rates, new TEUs addition, addition of new customers and aggressive sales strategy. Buying Opportunity • May 24
Now 24% undervalued Over the last 90 days, the stock is up 5.1%. The fair value is estimated to be ₹282, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Earnings per share has grown by 51%. Reported Earnings • May 21
Full year 2022 earnings released: EPS: ₹9.61 (vs ₹3.22 in FY 2021) Full year 2022 results: EPS: ₹9.61 (up from ₹3.22 in FY 2021). Revenue: ₹6.43b (up 106% from FY 2021). Net income: ₹289.5m (up 198% from FY 2021). Profit margin: 4.5% (up from 3.1% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has increased by 126% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Mar 09
Investor sentiment deteriorated over the past week After last week's 17% share price decline to ₹159, the stock trades at a trailing P/E ratio of 24x. Average trailing P/E is 13x in the Shipping industry in India. Total returns to shareholders of 500% over the past three years. Aankondiging • Feb 15
Lancer Container Lines Limited Provides Earnings Guidance for the Year 2022 Lancer Container Lines Limited provided earnings guidance for the year 2022. The management expects the revenue to grow by ~80% for the year 2022, mainly on the account of robust exports and elevated freight rates. Reported Earnings • Feb 13
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: ₹2.76 (up from ₹0.86 in 3Q 2021). Revenue: ₹1.59b (up 138% from 3Q 2021). Net income: ₹83.3m (up 221% from 3Q 2021). Profit margin: 5.2% (up from 3.9% 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 22% per year but the company’s share price has increased by 123% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Feb 05
Lancer Container Lines Limited to Report Q3, 2022 Results on Feb 11, 2022 Lancer Container Lines Limited announced that they will report Q3, 2022 results on Feb 11, 2022 Reported Earnings • Nov 18
Second quarter 2022 earnings released: EPS ₹5.99 (vs ₹0.76 in 2Q 2021) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹1.37b (up 87% from 2Q 2021). Net income: ₹60.1m (up 162% from 2Q 2021). Profit margin: 4.4% (up from 3.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 120% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Oct 14
Investor sentiment improved over the past week After last week's 20% share price gain to ₹142, the stock trades at a trailing P/E ratio of 40.9x. Average trailing P/E is 12x in the Shipping industry in India. Total returns to shareholders of 853% over the past three years. Valuation Update With 7 Day Price Move • Sep 15
Investor sentiment improved over the past week After last week's 19% share price gain to ₹334, the stock trades at a trailing P/E ratio of 32x. Average trailing P/E is 9x in the Shipping industry in India. Total returns to shareholders of 487% over the past three years. Valuation Update With 7 Day Price Move • Aug 25
Investor sentiment improved over the past week After last week's 25% share price gain to ₹272, the stock trades at a trailing P/E ratio of 26.1x. Average trailing P/E is 8x in the Shipping industry in India. Total returns to shareholders of 536% over the past three years. Reported Earnings • Aug 18
First quarter 2022 earnings released: EPS ₹2.96 (vs ₹2.23 in 1Q 2021) The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2022 results: Revenue: ₹1.11b (up 79% from 1Q 2021). Net income: ₹29.7m (up 33% from 1Q 2021). Profit margin: 2.7% (down from 3.6% 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 3% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Aug 10
Investor sentiment improved over the past week After last week's 19% share price gain to ₹169, the stock trades at a trailing P/E ratio of 17.4x. Average trailing P/E is 11x in the Shipping industry in India. Total returns to shareholders of 227% over the past three years. Valuation Update With 7 Day Price Move • Jul 12
Investor sentiment improved over the past week After last week's 22% share price gain to ₹120, the stock trades at a trailing P/E ratio of 12.4x. Average trailing P/E is 9x in the Shipping industry in India. Total returns to shareholders of 112% over the past three years. Reported Earnings • Jun 27
Full year 2021 earnings released: EPS ₹9.66 (vs ₹7.98 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹3.14b (up 18% from FY 2020). Net income: ₹97.1m (up 21% from FY 2020). Profit margin: 3.1% (up from 3.0% in FY 2020). The increase in margin was driven by higher revenue. 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 10% per year, which means it is well ahead of earnings. Executive Departure • Jun 24
Company Secretary & Compliance Officer Sadik Thange has left the company On the 15th of June, Sadik Thange's tenure as Company Secretary & Compliance Officer ended. We don't have any record of a personal shareholding under Sadik's name. A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 5.17 years. Executive Departure • Jun 23
Company Secretary & Compliance Officer Sadik Thange has left the company On the 15th of June, Sadik Thange's tenure as Company Secretary & Compliance Officer ended. We don't have any record of a personal shareholding under Sadik's name. A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 5.17 years. Valuation Update With 7 Day Price Move • May 29
Investor sentiment improved over the past week After last week's 16% share price gain to ₹89.05, the stock trades at a trailing P/E ratio of 9.3x. Average trailing P/E is 14x in the Shipping industry in Asia. Total returns to shareholders of 29% over the past three years. Valuation Update With 7 Day Price Move • Feb 19
Investor sentiment deteriorated over the past week After last week's 16% share price decline to ₹80.25, the stock is trading at a trailing P/E ratio of 8.4x, down from the previous P/E ratio of 10x. This compares to an average P/E of 15x in the Shipping industry in Asia. Total returns to shareholders over the past three years are 5.6%. Reported Earnings • Feb 13
Third quarter 2021 earnings released: EPS ₹2.32 (vs ₹1.79 in 3Q 2020) The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: ₹650.3m (down 5.4% from 3Q 2020). Net income: ₹23.3m (up 30% from 3Q 2020). Profit margin: 3.6% (up from 2.6% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings. Is New 90 Day High Low • Feb 12
New 90-day high: ₹98.65 The company is up 78% from its price of ₹55.45 on 14 November 2020. The Indian market is up 22% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Shipping industry, which is up 24% over the same period. Aankondiging • Feb 06
Lancer Container Lines Limited to Report Q3, 2021 Results on Feb 12, 2021 Lancer Container Lines Limited announced that they will report Q3, 2021 results on Feb 12, 2021 Valuation Update With 7 Day Price Move • Jan 14
Investor sentiment deteriorated over the past week After last week's 15% share price decline to ₹79.50, the stock is trading at a trailing P/E ratio of 9.1x, down from the previous P/E ratio of 10.7x. This compares to an average P/E of 12x in the Shipping industry in Asia. Total return to shareholders over the past three years is a loss of 24%. Valuation Update With 7 Day Price Move • Jan 01
Investor sentiment improved over the past week After last week's 31% share price gain to ₹90.20, the stock is trading at a trailing P/E ratio of 10.3x, up from the previous P/E ratio of 7.9x. This compares to an average P/E of 12x in the Shipping industry in Asia. Total return to shareholders over the past three years is a loss of 18%.