New Risk • Aug 14
New major risk - Shareholder dilution The company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 33% 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 Risk Shareholders have been substantially diluted in the past year (33% increase in shares outstanding). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. New Risk • Aug 12
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 23% This is considered a minor 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (23% increase in shares outstanding). Upcoming Dividend • Aug 05
Upcoming dividend of ₹3.10 per share Eligible shareholders must have bought the stock before 12 August 2026. Payment date: 24 September 2026. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.4%). Lower than average of industry peers (0.5%). Announcement • Jul 27
Gabriel India Limited, Annual General Meeting, Aug 19, 2026 Gabriel India Limited, Annual General Meeting, Aug 19, 2026, at 14:30 Indian Standard Time. Reported Earnings • Jul 22
First quarter 2027 earnings released: EPS: ₹6.06 (vs ₹4.31 in 1Q 2026) First quarter 2027 results: EPS: ₹6.06 (up from ₹4.31 in 1Q 2026). Revenue: ₹14.3b (up 30% from 1Q 2026). Net income: ₹1.07b (up 73% from 1Q 2026). Profit margin: 7.5% (up from 5.6% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 87% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jul 16
Gabriel India Limited to Report Q1, 2027 Results on Jul 21, 2026 Gabriel India Limited announced that they will report Q1, 2027 results on Jul 21, 2026 Valuation Update With 7 Day Price Move • Jun 15
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹1,146, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 28x in the Auto Components industry in India. Total returns to shareholders of 516% over the past three years. Announcement • May 30
Gabriel India Limited Announces Management Changes Gabriel India Limited informed that on the recommendation of the Nomination and Remuneration Committee, the Board of Directors of the Company, at its meeting held on May 27, 2026, approved the appointment of Mr. Prabhu Lakshmi Pathy as the ‘Sr. Vice President and Chief Manufacturing and Quality Officer’ of the Company with effect from June 01, 2026, and the redesignation of Mr. R Vasudevan from ‘Chief Marketing Officer’ to ‘President and Chief Commercial Officer’ of the Company with effect from May 27, 2026. Prabhu Lakshmi Pathy is a seasoned manufacturing leader with over 30 years of experience in the automotive industry, currently associated with ANAND Automotive. He previously held key leadership roles at Hanon Automotive Systems, including Managing Director and Vice President, where he led operations across India with a strong focus on operational excellence and plant performance. A Mechanical Engineering graduate from Madras University with an MBA in Marketing from IGNOU, he has built deep expertise in manufacturing, quality, and continuous improvement. His career spans organizations such as Rane Madras, Sumi Motherson, and EL Forge, where he developed strong capabilities in production and operations. Prabhu is recognized for driving digital transformation initiatives, including Industry 4.0 adoption, and for advancing sustainability and energy efficiency practices. He is also known for fostering strong leadership, governance, and organizational culture while delivering consistent customer and business results. R. Vasudevan is a seasoned business leader with over 30 years of experience in the automotive and manufacturing sector, currently serving as Chief Marketing Officer at Gabriel India Ltd, and slated to take on the role of President and Chief Commercial Officer. He has led key portfolios including COO for Passenger Cars and Commercial Vehicles at Gabriel, driving operational excellence and business growth. Prior to Gabriel, he served as Vice President and Head of Operations at MAHLE and held leadership roles at Mando and Rane TRW across sourcing, quality, and production. An engineering professional with an MS in Manufacturing from BITS Pilani, along with a PGDBA in Finance and advanced leadership training from Oxford, he brings a blend of technical, financial, and strategic expertise. He has a strong track record in delivering profitable growth, scaling businesses, and integrating global acquisitions. Known for driving technology-led transformation, he has implemented Industry 4.0 initiatives including AI/ML and IoT across multi-location operations. Price Target Changed • May 29
Price target increased by 8.0% to ₹1,287 Up from ₹1,192, the current price target is an average from 5 analysts. New target price is 17% above last closing price of ₹1,100. Stock is up 67% over the past year. The company is forecast to post earnings per share of ₹27.05 for next year compared to ₹17.55 last year. Reported Earnings • May 28
Full year 2026 earnings: EPS misses analyst expectations Full year 2026 results: EPS: ₹17.55 (up from ₹17.06 in FY 2025). Revenue: ₹46.9b (up 16% from FY 2025). Net income: ₹2.52b (up 3.0% from FY 2025). Profit margin: 5.4% (down from 6.0% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.4%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 85% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 28
Gabriel India Limited Recommends Final Dividend for the Year Ended March 31, 2026, Payable on or Before September 24, 2026 The board of directors of Gabriel India Limited at its meeting held on May 27, 2026, Recommended the Final Dividend for the year ended March 31, 2026 of INR 3.10 per equity share, subject to the approval of shareholders at the ensuing Annual General Meeting of the Company. The Final Dividend for Fiscal Year 2025-26 shall be paid to the shareholders on or before September 24, 2026. Announcement • May 06
Gabriel India Limited to Report Q4, 2026 Results on May 13, 2026 Gabriel India Limited announced that they will report Q4, 2026 results on May 13, 2026 Reported Earnings • Feb 04
Third quarter 2026 earnings released: EPS: ₹3.81 (vs ₹4.18 in 3Q 2025) Third quarter 2026 results: EPS: ₹3.81 (down from ₹4.18 in 3Q 2025). Revenue: ₹11.8b (up 16% from 3Q 2025). Net income: ₹546.7m (down 9.1% from 3Q 2025). Profit margin: 4.6% (down from 5.9% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 82% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jan 27
Gabriel India Limited to Report Q3, 2026 Results on Feb 03, 2026 Gabriel India Limited announced that they will report Q3, 2026 results on Feb 03, 2026 New Risk • Dec 18
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 8.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.7% average weekly change). High level of non-cash earnings (23% accrual ratio). Minor Risk Dividend is not well covered by cash flows (328% cash payout ratio). Reported Earnings • Nov 18
Second quarter 2026 earnings released: EPS: ₹4.81 (vs ₹4.38 in 2Q 2025) Second quarter 2026 results: EPS: ₹4.81 (up from ₹4.38 in 2Q 2025). Revenue: ₹11.8b (up 15% from 2Q 2025). Net income: ₹690.3m (up 9.7% from 2Q 2025). Profit margin: 5.8% (down from 6.1% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 77% per year, which means it is tracking significantly ahead of earnings growth. New Risk • Nov 17
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 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.1% average weekly change). Valuation Update With 7 Day Price Move • Nov 17
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to ₹1,023, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 29x in the Auto Components industry in India. Total returns to shareholders of 480% over the past three years. Announcement • Nov 01
Gabriel India Limited to Report Q2, 2026 Results on Nov 12, 2025 Gabriel India Limited announced that they will report Q2, 2026 results on Nov 12, 2025 Announcement • Sep 09
Gabriel India Limited Approves the Declaration of Final Dividend for the Financial Year 2024-25 Gabriel India Limited approved the declaration of Final Dividend of INR 2.95 per equity share of INR 1 each for the financial year 2024-25. Upcoming Dividend • Aug 26
Upcoming dividend of ₹2.95 per share Eligible shareholders must have bought the stock before 02 September 2025. Payment date: 08 October 2025. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (0.6%). Announcement • Aug 13
Gabriel India Limited, Annual General Meeting, Sep 09, 2025 Gabriel India Limited, Annual General Meeting, Sep 09, 2025, at 14:30 Indian Standard Time. Reported Earnings • Jul 30
First quarter 2026 earnings released: EPS: ₹4.31 (vs ₹4.01 in 1Q 2025) First quarter 2026 results: EPS: ₹4.31 (up from ₹4.01 in 1Q 2025). Revenue: ₹11.0b (up 17% from 1Q 2025). Net income: ₹619.7m (up 7.6% from 1Q 2025). Profit margin: 5.6% (down from 6.1% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 99% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jul 22
Gabriel India Limited to Report Q1, 2026 Results on Jul 29, 2025 Gabriel India Limited announced that they will report Q1, 2026 results on Jul 29, 2025 Price Target Changed • Jul 08
Price target increased by 24% to ₹726 Up from ₹586, the current price target is an average from 5 analysts. New target price is 27% below last closing price of ₹990. Stock is up 98% over the past year. The company is forecast to post earnings per share of ₹20.45 for next year compared to ₹17.05 last year. New Risk • Jul 01
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 8.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (30% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.3% average weekly change). Valuation Update With 7 Day Price Move • Jun 30
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₹702, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 28x in the Auto Components industry in India. Total returns to shareholders of 447% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹669 per share. Price Target Changed • May 28
Price target increased by 7.2% to ₹604 Up from ₹564, the current price target is an average from 6 analysts. New target price is 6.7% below last closing price of ₹647. Stock is up 75% over the past year. The company is forecast to post earnings per share of ₹19.99 for next year compared to ₹17.05 last year. Reported Earnings • May 21
Full year 2025 earnings released: EPS: ₹17.05 (vs ₹12.44 in FY 2024) Full year 2025 results: EPS: ₹17.05 (up from ₹12.44 in FY 2024). Revenue: ₹40.9b (up 20% from FY 2024). Net income: ₹2.45b (up 37% from FY 2024). Profit margin: 6.0% (up from 5.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Auto Components industry in India. 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 82% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 12
Gabriel India Limited to Report Q4, 2025 Results on May 20, 2025 Gabriel India Limited announced that they will report Q4, 2025 results on May 20, 2025 Announcement • Apr 02
Gabriel India Limited (BSE:505714) completed the acquisition of Assets of Marelli Motherson Auto Suspension Parts Pvt. Ltd. Gabriel India Limited (BSE:505714) entered into an asset purchase agreement to acquire Assets of Marelli Motherson Auto Suspension Parts Pvt. Ltd. for INR 600 million on January 24, 2025. A cash consideration of INR 600 million will be paid by Gabriel India Limited. As part of consideration, INR 600 million is paid towards assets of Assets of Marelli Motherson Auto Suspension Parts Pvt. Ltd. The total purchase consideration payable under the asset purchase agreement is subject to closing adjustments.
The transaction is subject to approval of merger agreement by target board and approval of offer by acquirer board. The deal has been approved by the board. The transaction is expected to complete in Q1 FY2025-2026 subject to satisfaction of the customary conditions.
Gabriel India Limited (BSE:505714) completed the acquisition of Assets of Marelli Motherson Auto Suspension Parts Pvt. Ltd. on April 1, 2025.
As of April 1, 2025, all the condition precedents of the aforesaid transaction are duly completed. Valuation Update With 7 Day Price Move • Mar 21
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹589, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 24x in the Auto Components industry in India. Total returns to shareholders of 428% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹264 per share. Announcement • Mar 18
Gabriel India Limited Announces Resignation of Rishi Luharuka as Chief Financial Officer, Effective May 25, 2025 Gabriel India Limited announced that Mr. Rishi Luharuka, Chief Financial Officer (CFO) and Key Managerial Personnel (KMP) of the Company has tendered resignation from the services of the Company to pursue professional opportunities outside the Company. His resignation has been accepted by the Company and he will continue to render his services as the CFO and KMP of the Company till end of the day on May 25, 2025. New Risk • Mar 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 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 Dividend is not well covered by cash flows (319% cash payout ratio). Share price has been volatile over the past 3 months (8.0% average weekly change). Announcement • Feb 28
Gabriel India Limited Appoints Prashanth SN as the Chief Technical Officer, Effective April 1, 2025 Gabriel India Limited has approved through a resolution passed by circulation on February 28, 2025, the appointment of Mr. Prashanth SN as the Chief Technical Officer of the Company w.e.f. April 01, 2025. He shall be part of the Senior Management of the Company. Prashanth SN is a highly accomplished professional with 25 years of experience in the automotive industry, currently serving as the Vice President of R&D at TVS Motor Company, a position he has held since 2020. With a background in Computer Science and Engineering (B.E. from Bangalore University), he has demonstrated expertise in advanced technologies, safety, and ride dynamics. His career spans across notable global organizations, including Bosch, where he worked for 14 years in Japan and Germany, contributing significantly to the development of ADAS technology and advanced chassis control systems. Additionally, his extensive experience
in both two-wheeler and four-wheeler markets, along with his leadership roles in Bosch's global advanced engineering and cross-BU systems, further underscores his diverse skill set. Prashanth's expertise is further bolstered by his prior role as a Product Development Engineer at Kernel Techno Soft, making him a seasoned leader in the field of disruptive automotive technologies. Announcement • Feb 20
Gabriel India Limited Announces Board Resignation Gabriel India Limited announced that the resignation tendered by Mr. Jagdish Kumar, Non-executive Director of the Company with effect from closing of business hours of February 13, 2025, due to personal reasons was accepted by the Chairperson of the Board on February 19, 2025. The duly accepted Resignation letter is enclosed. In terms of shareholder's resolution passed at the Annual General Meeting held on August 07, 2020, the term of appointment of Ms. Matangi Gowrishankar as a Non-executive Independent Director of the Company was up to the closing of business hours of February 13, 2025. Valuation Update With 7 Day Price Move • Feb 05
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹493, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 26x in the Auto Components industry in India. Total returns to shareholders of 297% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹289 per share. Reported Earnings • Jan 30
Third quarter 2025 earnings released: EPS: ₹4.18 (vs ₹2.87 in 3Q 2024) Third quarter 2025 results: EPS: ₹4.18 (up from ₹2.87 in 3Q 2024). Revenue: ₹10.3b (up 26% from 3Q 2024). Net income: ₹601.1m (up 46% from 3Q 2024). Profit margin: 5.9% (up from 5.1% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Auto Components industry in India. 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 50% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • Jan 29
Now 26% overvalued Over the last 90 days, the stock has fallen 7.7% to ₹420. The fair value is estimated to be ₹332, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 29%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 55% in the next 2 years. Announcement • Jan 23
Gabriel India Limited to Report Q3, 2025 Results on Jan 29, 2025 Gabriel India Limited announced that they will report Q3, 2025 results at 3:30 PM, Indian Standard Time on Jan 29, 2025 Announcement • Dec 14
Gabriel India Limited Announces Completion of Term of Appointment of Pradeep Banerjee as a Non-Executive Independent Director Gabriel India Limited announced that the second consecutive term of appointment of Mr. Pradeep Banerjee as a Non-Executive Independent Director of the Company was up to the closing of the business hours of December 13, 2024. Valuation Update With 7 Day Price Move • Dec 11
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹515, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 30x in the Auto Components industry in India. Total returns to shareholders of 270% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹323 per share. Price Target Changed • Nov 13
Price target increased by 9.2% to ₹590 Up from ₹540, the current price target is an average from 6 analysts. New target price is 42% above last closing price of ₹414. Stock is up 1.0% over the past year. The company is forecast to post earnings per share of ₹16.78 for next year compared to ₹12.44 last year. Reported Earnings • Oct 25
Second quarter 2025 earnings released: EPS: ₹4.38 (vs ₹3.23 in 2Q 2024) Second quarter 2025 results: EPS: ₹4.38 (up from ₹3.23 in 2Q 2024). Revenue: ₹10.3b (up 19% from 2Q 2024). Net income: ₹629.2m (up 36% from 2Q 2024). Profit margin: 6.1% (up from 5.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • Oct 24
Now 23% overvalued Over the last 90 days, the stock has fallen 9.9% to ₹450. The fair value is estimated to be ₹366, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 65% in the next 2 years. Announcement • Oct 15
Gabriel India Limited to Report Q2, 2025 Results on Oct 22, 2024 Gabriel India Limited announced that they will report Q2, 2025 results on Oct 22, 2024 Announcement • Aug 23
Gabriel India Limited Announces Change in Management, Effective from October 18, 2024 Gabriel India Limited announced that upon recommendation of the Nomination and Remuneration Committee, the Board of Directors has approved on August 23, 2024, the change in designation of the following Senior Management Personnel of the Company: Mr. Anand Sontakke: Current designation: Chief Operating Officer (Two and Three Wheelers Business Unit). New designation: Chief Operating Officer. He will be heading Operations including Supply Chain Management of the Company. Mr. R. The New designation is effective from October 18, 2024. Vasudevan: Current designation: Chief Operating Officer (Passenger Cars and Commercial Vehicles Business Unit). New designation: Chief Marketing Officer. The New designation is effective from October 18, 2024. Mr. Prashant Shah: Current designation: Head Strategic Sourcing and Supply Chain Management. New designation: Head Strategic Sourcing. The New designation is effective from October 18, 2024. Price Target Changed • Aug 19
Price target increased by 10% to ₹526 Up from ₹478, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of ₹506. Stock is up 104% over the past year. The company is forecast to post earnings per share of ₹16.78 for next year compared to ₹12.44 last year. Announcement • Aug 15
Gabriel India Limited Approves Dividend of for the Financial Year 2023-24 Gabriel India Limited at its AGM held on August 14, 2024 approved dividend of INR 2.50 per equity share of INR 1/- each for the financial year 2023-24. Announcement • Aug 06
Gabriel India Limited to Report Q1, 2025 Results on Aug 14, 2024 Gabriel India Limited announced that they will report Q1, 2025 results on Aug 14, 2024 Declared Dividend • Jul 25
Final dividend increased to ₹2.50 Dividend of ₹2.50 is 52% higher than last year. Ex-date: 7th August 2024 Payment date: 13th September 2024 Dividend yield will be 0.8%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by earnings (32% earnings payout ratio) but not covered by cash flows (416% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 50% over the next 2 years, which should provide support to the dividend and adequate earnings cover. Announcement • Jul 24
Gabriel India Limited, Annual General Meeting, Aug 14, 2024 Gabriel India Limited, Annual General Meeting, Aug 14, 2024, at 14:30 Indian Standard Time. Location: auditorium, gabriel india ltd, 29th milestone, pune-nashik highway, village kuruli, taluka- khed, pune 410501, maharashtra, pune India Board Change • Jun 01
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. 3 experienced directors. 3 highly experienced directors. Non-Executive Independent Director Mahua Acharya was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • May 27
Full year 2024 earnings released: EPS: ₹12.44 (vs ₹9.21 in FY 2023) Full year 2024 results: EPS: ₹12.44 (up from ₹9.21 in FY 2023). Revenue: ₹34.0b (up 14% from FY 2023). Net income: ₹1.79b (up 35% from FY 2023). Profit margin: 5.3% (up from 4.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 9.7% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 24
Gabriel India Limited Recommends Final Dividend for Year Ended March 31, 2024, Payable on or Before September 12, 2024 Gabriel India Limited announced that at its board meeting held on May 23, 2024 approved to recommend the Final Dividend for year ended March 31, 2023 of INR 2.5 per equity share, subject to the approval of shareholders at the upcoming Annual General Meeting of the Company. The Final Dividend for year ended March 31, 2024 shall be paid, or the dividend warrants shall be dispatched to the shareholders on or before September 12, 2024. Announcement • May 18
Gabriel India Limited to Report Q4, 2024 Results on May 23, 2024 Gabriel India Limited announced that they will report Q4, 2024 results on May 23, 2024 Valuation Update With 7 Day Price Move • Mar 13
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to ₹278, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 23x in the Auto Components industry in India. Total returns to shareholders of 156% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹140 per share. Price Target Changed • Feb 15
Price target increased by 7.1% to ₹375 Up from ₹350, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of ₹357. Stock is up 127% over the past year. The company is forecast to post earnings per share of ₹12.35 for next year compared to ₹9.21 last year. Reported Earnings • Feb 09
Third quarter 2024 earnings released: EPS: ₹2.87 (vs ₹2.03 in 3Q 2023) Third quarter 2024 results: EPS: ₹2.87 (up from ₹2.03 in 3Q 2023). Revenue: ₹8.19b (up 15% from 3Q 2023). Net income: ₹412.5m (up 42% from 3Q 2023). Profit margin: 5.0% (up from 4.1% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Auto Components industry in India. 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 48% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Feb 02
Gabriel India Limited to Report Q3, 2024 Results on Feb 08, 2024 Gabriel India Limited announced that they will report Q3, 2024 results on Feb 08, 2024 Announcement • Jan 12
Gabriel India Limited Announces Resignation of Atul Jaggi as Deputy Managing Director, Effective March 1, 2024 Gabriel India Limited announced in continuation to the stock exchange intimation given by the company on December 26, 2023 under Regulation 30 of Listing Regulations regarding resignation of Mr. Atul Jaggi from the position of deputy managing director with effect from April 1, 2024, the company announced that the board of directors have agreed to relieve Mr. Atul Jaggi from the position of deputy managing director with effect from March 1, 2024, instead of April 1, 2024 due to his early joining in an ANAND Group Company from March 1, 2024. Valuation Update With 7 Day Price Move • Nov 15
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₹410, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 23x in the Auto Components industry in India. Total returns to shareholders of 291% over the past three years. Upcoming Dividend • Nov 10
Upcoming dividend of ₹1.50 per share at 0.9% yield Eligible shareholders must have bought the stock before 17 November 2023. Payment date: 02 December 2023. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.3%). In line with average of industry peers (0.8%). Reported Earnings • Nov 04
Second quarter 2024 earnings released: EPS: ₹3.23 (vs ₹2.55 in 2Q 2023) Second quarter 2024 results: EPS: ₹3.23 (up from ₹2.55 in 2Q 2023). Revenue: ₹8.69b (up 8.2% from 2Q 2023). Net income: ₹463.3m (up 27% from 2Q 2023). Profit margin: 5.3% (up from 4.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Nov 03
Gabriel India Limited Declares Interim Dividend, Payable on or Before December 2, 2023 Gabriel India Limited announced that board of directors at their meeting held on November 3, 2023, have declared interim dividend of INR 1.50 per share having face value of INR 1 each. The record date for the payment of interim dividend would be November 17, 2023. Dividend shall be paid, or the dividend warrant shall be dispatched to the shareholders on or before December 2, 2023.