Upcoming Dividend • Jun 08
Upcoming dividend of ₪0.23 per share Eligible shareholders must have bought the stock before 15 June 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Israeli dividend payers (5.5%). In line with average of industry peers (3.5%). Reported Earnings • Jun 04
First quarter 2026 earnings released: EPS: ₪0.46 (vs ₪0.53 in 1Q 2025) First quarter 2026 results: EPS: ₪0.46. Revenue: ₪334.3m (flat on 1Q 2025). Net income: ₪14.0m (up 9.4% from 1Q 2025). Profit margin: 4.2% (up from 3.8% in 1Q 2025). Announcement • Jun 02
Kafrit Industries (1993) Ltd, Annual General Meeting, Jul 08, 2026 Kafrit Industries (1993) Ltd, Annual General Meeting, Jul 08, 2026. Location: co. offices, Israel Reported Earnings • Apr 05
Full year 2025 earnings released: EPS: ₪1.93 (vs ₪2.99 in FY 2024) Full year 2025 results: EPS: ₪1.93 (down from ₪2.99 in FY 2024). Revenue: ₪1.29b (down 4.5% from FY 2024). Net income: ₪46.6m (down 35% from FY 2024). Profit margin: 3.6% (down from 5.3% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 17% per year. Announcement • Mar 02
Kafrit Industries (1993) Ltd to Report Q4, 2025 Results on Mar 31, 2026 Kafrit Industries (1993) Ltd announced that they will report Q4, 2025 results on Mar 31, 2026 Upcoming Dividend • Dec 03
Upcoming dividend of ₪0.21 per share Eligible shareholders must have bought the stock before 10 December 2025. Payment date: 29 December 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Israeli dividend payers (5.3%). Higher than average of industry peers (2.2%). Reported Earnings • Nov 30
Third quarter 2025 earnings released: EPS: ₪0.50 (vs ₪0.66 in 3Q 2024) Third quarter 2025 results: EPS: ₪0.50 (down from ₪0.66 in 3Q 2024). Revenue: ₪300.9m (down 16% from 3Q 2024). Net income: ₪12.1m (down 25% from 3Q 2024). Profit margin: 4.0% (down from 4.5% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Announcement • Nov 03
Kafrit Industries (1993) Ltd to Report Q3, 2025 Results on Nov 27, 2025 Kafrit Industries (1993) Ltd announced that they will report Q3, 2025 results on Nov 27, 2025 Upcoming Dividend • Aug 31
Upcoming dividend of ₪0.21 per share Eligible shareholders must have bought the stock before 07 September 2025. Payment date: 29 September 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Israeli dividend payers (5.5%). Higher than average of industry peers (2.2%). Reported Earnings • Aug 23
Second quarter 2025 earnings released Second quarter 2025 results: Revenue: ₪356.1m (up 1.5% from 2Q 2024). Net income: ₪23.3m (up 14% from 2Q 2024). Profit margin: 6.5% (up from 5.9% in 2Q 2024). Buy Or Sell Opportunity • Aug 14
Now 21% overvalued Over the last 90 days, the stock has fallen 14% to ₪27.50. The fair value is estimated to be ₪22.68, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 7.7%. Announcement • Aug 04
Kafrit Industries (1993) Ltd to Report Q2, 2025 Results on Aug 21, 2025 Kafrit Industries (1993) Ltd announced that they will report Q2, 2025 results on Aug 21, 2025 Buy Or Sell Opportunity • Jul 24
Now 22% overvalued Over the last 90 days, the stock has fallen 9.5% to ₪27.82. The fair value is estimated to be ₪22.89, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 7.7%. Announcement • Jun 14
Kafrit Industries (1993) Ltd, Annual General Meeting, Jul 17, 2025 Kafrit Industries (1993) Ltd, Annual General Meeting, Jul 17, 2025. Location: company offices, Israel Upcoming Dividend • Jun 02
Upcoming dividend of ₪0.21 per share Eligible shareholders must have bought the stock before 09 June 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Israeli dividend payers (6.2%). In line with average of industry peers (2.5%). Reported Earnings • May 24
First quarter 2025 earnings released: EPS: ₪0.53 (vs ₪0.71 in 1Q 2024) First quarter 2025 results: EPS: ₪0.53 (down from ₪0.71 in 1Q 2024). Revenue: ₪334.2m (up 1.2% from 1Q 2024). Net income: ₪12.8m (down 25% from 1Q 2024). Profit margin: 3.8% (down from 5.1% 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 8% per year whereas the company’s share price has increased by 5% per year. Announcement • May 20
Kafrit Industries (1993) Ltd to Report Q1, 2025 Results on May 22, 2025 Kafrit Industries (1993) Ltd announced that they will report Q1, 2025 results on May 22, 2025 Buy Or Sell Opportunity • May 06
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 4.9% to ₪31.48. The fair value is estimated to be ₪26.11, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years, while earnings per share has been flat. Upcoming Dividend • Mar 27
Upcoming dividend of ₪0.21 per share Eligible shareholders must have bought the stock before 03 April 2025. Payment date: 28 April 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Israeli dividend payers (6.3%). Higher than average of industry peers (2.2%). Reported Earnings • Mar 25
Full year 2024 earnings released: EPS: ₪2.99 (vs ₪1.97 in FY 2023) Full year 2024 results: EPS: ₪2.99 (up from ₪1.97 in FY 2023). Revenue: ₪1.35b (up 21% from FY 2023). Net income: ₪71.5m (up 52% from FY 2023). Profit margin: 5.3% (up from 4.2% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 4% per year. Valuation Update With 7 Day Price Move • Mar 24
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to ₪28.40, the stock trades at a trailing P/E ratio of 10.4x. Average trailing P/E is 12x in the Chemicals industry in Israel. Total returns to shareholders of 27% over the past three years. Announcement • Feb 24
Kafrit Industries (1993) Ltd to Report Fiscal Year 2024 Results on Mar 24, 2025 Kafrit Industries (1993) Ltd announced that they will report fiscal year 2024 results on Mar 24, 2025 Upcoming Dividend • Nov 28
Upcoming dividend of ₪0.19 per share Eligible shareholders must have bought the stock before 05 December 2024. Payment date: 26 December 2024. Payout ratio is a comfortable 6.9% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Israeli dividend payers (6.1%). In line with average of industry peers (2.4%). Reported Earnings • Nov 26
Third quarter 2024 earnings released: EPS: ₪0.66 (vs ₪0.63 in 3Q 2023) Third quarter 2024 results: EPS: ₪0.66 (up from ₪0.63 in 3Q 2023). Revenue: ₪357.6m (up 20% from 3Q 2023). Net income: ₪16.0m (up 6.2% from 3Q 2023). Profit margin: 4.5% (down from 5.1% in 3Q 2023). The decrease in margin was 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 3% per year, which means it is well ahead of earnings. Announcement • Nov 04
Kafrit Industries (1993) Ltd to Report Q3, 2024 Results on Nov 24, 2024 Kafrit Industries (1993) Ltd announced that they will report Q3, 2024 results on Nov 24, 2024 Upcoming Dividend • Sep 01
Upcoming dividend of ₪0.19 per share Eligible shareholders must have bought the stock before 08 September 2024. Payment date: 25 September 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Israeli dividend payers (6.8%). Lower than average of industry peers (4.9%). Reported Earnings • Aug 27
Second quarter 2024 earnings released: EPS: ₪0.86 (vs ₪0.38 in 2Q 2023) Second quarter 2024 results: EPS: ₪0.86 (up from ₪0.38 in 2Q 2023). Revenue: ₪350.8m (up 29% from 2Q 2023). Net income: ₪20.5m (up 129% from 2Q 2023). Profit margin: 5.9% (up from 3.3% in 2Q 2023). 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 only fallen by 2% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Aug 26
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₪24.01, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 10x in the Chemicals industry in Israel. Total returns to shareholders of 4.7% over the past three years. Announcement • Apr 13
Kafrit Industries (1993) Ltd, Annual General Meeting, May 26, 2024 Kafrit Industries (1993) Ltd, Annual General Meeting, May 26, 2024, at 10:00 Israel Standard Time. Reported Earnings • Mar 31
Full year 2023 earnings released: EPS: ₪1.96 (vs ₪1.86 in FY 2022) Full year 2023 results: EPS: ₪1.96 (up from ₪1.86 in FY 2022). Revenue: ₪1.12b (up 5.6% from FY 2022). Net income: ₪46.9m (up 5.6% from FY 2022). Profit margin: 4.2% (in line with FY 2022). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. New Risk • Dec 09
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.2% Last year net profit margin: 5.3% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.2% net profit margin). Market cap is less than US$100m (₪368.2m market cap, or US$99.5m). Reported Earnings • Dec 02
Third quarter 2023 earnings released: EPS: ₪0.37 (vs ₪0.37 in 3Q 2022) Third quarter 2023 results: EPS: ₪0.37 (in line with 3Q 2022). Revenue: ₪246.3m (flat on 3Q 2022). Net income: ₪8.82m (flat on 3Q 2022). Profit margin: 3.6% (in line with 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 7% per year. Valuation Update With 7 Day Price Move • Oct 10
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to ₪13.97, the stock trades at a trailing P/E ratio of 11.6x. Average trailing P/E is 10x in the Chemicals industry in Israel. Total loss to shareholders of 7.9% over the past three years. New Risk • Aug 25
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 44% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (44% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.7% net profit margin). Reported Earnings • Aug 25
Second quarter 2023 earnings released: EPS: ₪0.38 (vs ₪0.72 in 2Q 2022) Second quarter 2023 results: EPS: ₪0.38 (down from ₪0.72 in 2Q 2022). Revenue: ₪271.2m (down 6.9% from 2Q 2022). Net income: ₪8.96m (down 48% from 2Q 2022). Profit margin: 3.3% (down from 5.9% in 2Q 2022). The decrease in margin was driven by lower revenue. 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 12% per year, which means it is well ahead of earnings. Upcoming Dividend • Jun 08
Upcoming dividend of ₪0.17 per share at 4.0% yield Eligible shareholders must have bought the stock before 15 June 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of Israeli dividend payers (7.5%). Lower than average of industry peers (16%). Reported Earnings • Jun 03
First quarter 2023 earnings released: EPS: ₪0.45 (vs ₪0.76 in 1Q 2022) First quarter 2023 results: EPS: ₪0.45 (down from ₪0.76 in 1Q 2022). Revenue: ₪276.8m (up 4.8% from 1Q 2022). Net income: ₪10.8m (down 41% from 1Q 2022). Profit margin: 3.9% (down from 6.9% in 1Q 2022). 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 whereas the company’s share price has increased by 9% per year. Upcoming Dividend • Dec 05
Upcoming dividend of ₪0.17 per share Eligible shareholders must have bought the stock before 12 December 2022. Payment date: 29 December 2022. Payout ratio is a comfortable 25% but the company is paying out more than the cash it is generating. Trailing yield: 3.1%. Lower than top quartile of Israeli dividend payers (6.7%). Lower than average of industry peers (7.4%). Reported Earnings • Dec 02
Third quarter 2022 earnings released: EPS: ₪0.37 (vs ₪0.72 in 3Q 2021) Third quarter 2022 results: EPS: ₪0.37 (down from ₪0.72 in 3Q 2021). Revenue: ₪246.3m (down 8.0% from 3Q 2021). Net income: ₪8.82m (down 48% from 3Q 2021). Profit margin: 3.6% (down from 6.4% in 3Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth. Board Change • Nov 16
Less than half of directors are independent There is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. 3 independent directors (6 non-independent directors). Independent External Director Nurit Nahum was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Upcoming Dividend • Sep 05
Upcoming dividend of ₪0.17 per share Eligible shareholders must have bought the stock before 12 September 2022. Payment date: 29 September 2022. Payout ratio is a comfortable 23% but the company is paying out more than the cash it is generating. Trailing yield: 2.3%. Lower than top quartile of Israeli dividend payers (5.8%). Lower than average of industry peers (3.2%). Upcoming Dividend • Jun 05
Upcoming dividend of ₪0.17 per share Eligible shareholders must have bought the stock before 12 June 2022. Payment date: 29 June 2022. Payout ratio is a comfortable 23% but the company is paying out more than the cash it is generating. Trailing yield: 2.3%. Lower than top quartile of Israeli dividend payers (6.0%). Lower than average of industry peers (2.9%). Reported Earnings • May 29
First quarter 2022 earnings released: EPS: ₪0.76 (vs ₪0.79 in 1Q 2021) First quarter 2022 results: EPS: ₪0.76 (down from ₪0.79 in 1Q 2021). Revenue: ₪264.0m (up 16% from 1Q 2021). Net income: ₪18.1m (down 3.3% from 1Q 2021). Profit margin: 6.9% (down from 8.2% 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 31% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth. Board Change • Apr 27
Less than half of directors are independent There are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent External Director Nurit Nahum was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Reported Earnings • Mar 29
Full year 2021 earnings released: EPS: ₪2.73 (vs ₪1.82 in FY 2020) Full year 2021 results: EPS: ₪2.73 (up from ₪1.82 in FY 2020). Revenue: ₪1.03b (up 22% from FY 2020). Net income: ₪64.9m (up 50% from FY 2020). Profit margin: 6.3% (up from 5.1% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Sep 02
Upcoming dividend of ₪0.15 per share Eligible shareholders must have bought the stock before 09 September 2021. Payment date: 30 September 2021. Trailing yield: 2.3%. Lower than top quartile of Israeli dividend payers (5.3%). Lower than average of industry peers (3.6%). Reported Earnings • Aug 28
Second quarter 2021 earnings released: EPS ₪0.69 (vs ₪0.49 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₪263.5m (up 21% from 2Q 2020). Net income: ₪16.4m (up 39% from 2Q 2020). Profit margin: 6.2% (up from 5.4% in 2Q 2020). 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 10% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Jun 03
Upcoming dividend of ₪0.15 per share Eligible shareholders must have bought the stock before 10 June 2021. Payment date: 29 June 2021. Trailing yield: 2.5%. Lower than top quartile of Israeli dividend payers (5.1%). Higher than average of industry peers (1.9%). Reported Earnings • Mar 29
Full year 2020 earnings released: EPS ₪1.82 (vs ₪1.26 in FY 2019) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: ₪846.7m (down 1.7% from FY 2019). Net income: ₪43.2m (up 44% from FY 2019). Profit margin: 5.1% (up from 3.5% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 7% per year. Is New 90 Day High Low • Mar 09
New 90-day high: ₪22.75 The company is up 20% from its price of ₪18.98 on 09 December 2020. The Israeli market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 27% over the same period. Is New 90 Day High Low • Dec 17
New 90-day high: ₪19.18 The company is up 22% from its price of ₪15.76 on 17 September 2020. The Israeli market is up 17% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 29% over the same period. Reported Earnings • Dec 02
Third quarter 2020 earnings released: EPS ₪0.54 The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ₪218.1m (up 4.5% from 3Q 2019). Net income: ₪12.9m (up 38% from 3Q 2019). Profit margin: 5.9% (up from 4.5% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 5% per year. Is New 90 Day High Low • Nov 05
New 90-day high: ₪17.09 The company is up 37% from its price of ₪12.50 on 06 August 2020. The Israeli market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 3.0% over the same period. Is New 90 Day High Low • Oct 07
New 90-day high: ₪16.58 The company is up 34% from its price of ₪12.34 on 09 July 2020. The Israeli market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 27% over the same period.