New Risk • Jun 02
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 11% 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 (11% average weekly change). Earnings have declined by 7.9% per year over the past 5 years. Market cap is less than US$10m (₹265.0m market cap, or US$2.78m). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Revenue is less than US$5m (₹428m revenue, or US$4.5m). New Risk • May 31
New major risk - Revenue and earnings growth Earnings have declined by 7.9% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 7.9% per year over the past 5 years. Market cap is less than US$10m (₹297.6m market cap, or US$3.13m). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (10% average weekly change). Revenue is less than US$5m (₹428m revenue, or US$4.5m). Reported Earnings • May 31
Full year 2026 earnings released: ₹4.72 loss per share (vs ₹4.40 profit in FY 2025) Full year 2026 results: ₹4.72 loss per share (down from ₹4.40 profit in FY 2025). Revenue: ₹427.7m (down 11% from FY 2025). Net loss: ₹13.0m (down 207% from profit in FY 2025). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings. Announcement • May 21
Spenta International Limited to Report Q4, 2026 Results on May 29, 2026 Spenta International Limited announced that they will report Q4, 2026 results on May 29, 2026 Buy Or Sell Opportunity • May 12
Now 22% undervalued Over the last 90 days, the stock has risen 20% to ₹97.34. The fair value is estimated to be ₹125, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.7% over the last 3 years. Meanwhile, the company became loss making. Buy Or Sell Opportunity • Apr 06
Now 23% undervalued after recent price drop Over the last 90 days, the stock has fallen 2.0% to ₹88.00. The fair value is estimated to be ₹114, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.7% over the last 3 years. Meanwhile, the company became loss making. Buy Or Sell Opportunity • Mar 13
Now 24% undervalued after recent price drop Over the last 90 days, the stock has fallen 10% to ₹84.30. The fair value is estimated to be ₹111, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.7% over the last 3 years. Meanwhile, the company became loss making. Buy Or Sell Opportunity • Feb 19
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 11% to ₹85.90. The fair value is estimated to be ₹110, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.7% over the last 3 years. Meanwhile, the company became loss making. Reported Earnings • Feb 16
Third quarter 2026 earnings released: ₹0.78 loss per share (vs ₹1.56 profit in 3Q 2025) Third quarter 2026 results: ₹0.78 loss per share (down from ₹1.56 profit in 3Q 2025). Revenue: ₹94.8m (down 32% from 3Q 2025). Net loss: ₹2.16m (down 150% from profit in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 6% per year. Announcement • Feb 05
Spenta International Limited to Report Q3, 2026 Results on Feb 13, 2026 Spenta International Limited announced that they will report Q3, 2026 results on Feb 13, 2026 Buy Or Sell Opportunity • Jan 21
Now 27% overvalued Over the last 90 days, the stock has fallen 24% to ₹84.00. The fair value is estimated to be ₹66.28, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.6% over the last 3 years. Earnings per share has grown by 3.8%. Valuation Update With 7 Day Price Move • Dec 22
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹108, the stock trades at a trailing P/E ratio of 55.1x. Average trailing P/E is 20x in the Luxury industry in India. Total returns to shareholders of 6.4% over the past three years. New Risk • Dec 12
New minor risk - Revenue size The company makes less than US$5m in revenue. Total revenue: ₹452m (US$5.0m) This is considered a minor risk. Companies with a small amount of revenue are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Market cap is less than US$10m (₹259.6m market cap, or US$2.87m). 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 (1.2% net profit margin). Revenue is less than US$5m (₹452m revenue, or US$5.0m). Reported Earnings • Nov 16
Second quarter 2026 earnings released: EPS: ₹0.13 (vs ₹2.95 in 2Q 2025) Second quarter 2026 results: EPS: ₹0.13 (down from ₹2.95 in 2Q 2025). Revenue: ₹112.4m (down 17% from 2Q 2025). Net income: ₹352.0k (down 96% from 2Q 2025). Profit margin: 0.3% (down from 6.0% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Nov 13
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹110, the stock trades at a trailing P/E ratio of 23x. Average trailing P/E is 24x in the Luxury industry in India. Total loss to shareholders of 9.8% over the past three years. Announcement • Nov 08
Spenta International Limited to Report Q2, 2026 Results on Nov 14, 2025 Spenta International Limited announced that they will report Q2, 2026 results on Nov 14, 2025 Buy Or Sell Opportunity • Nov 03
Now 23% undervalued after recent price drop Over the last 90 days, the stock has fallen 10% to ₹96.90. The fair value is estimated to be ₹126, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Earnings per share has grown by 5.6%. Buy Or Sell Opportunity • Oct 14
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 22% to ₹97.05. The fair value is estimated to be ₹123, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Earnings per share has grown by 5.6%. Buy Or Sell Opportunity • Sep 26
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 21% to ₹100. The fair value is estimated to be ₹127, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Earnings per share has grown by 5.6%. Upcoming Dividend • Sep 05
Upcoming dividend of ₹1.00 per share Eligible shareholders must have bought the stock before 12 September 2025. Payment date: 18 October 2025. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.3%). Higher than average of industry peers (0.6%). Announcement • Aug 18
Spenta International Limited, Annual General Meeting, Sep 18, 2025 Spenta International Limited, Annual General Meeting, Sep 18, 2025. Declared Dividend • Aug 16
Dividend of ₹1.00 announced Dividend of ₹1.00 is the same as last year. Ex-date: 12th September 2025 Payment date: 18th October 2025 Dividend yield will be 0.9%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (8% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 35% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Announcement • Aug 12
Spenta International Limited to Report Q1, 2026 Results on Aug 14, 2025 Spenta International Limited announced that they will report Q1, 2026 results on Aug 14, 2025 Announcement • May 26
Spenta International Limited Recommends Dividend for the Year Ended 31 March 2025 Spenta International Limited at its Board Meeting held on May 26, 2025, recommended Dividend of INR 1.00/- per equity shares for the year ended 31 March 2025 subject to requisite approvals of shareholders at ensuing Annual General Meeting. Announcement • May 19
Spenta International Limited to Report Q4, 2025 Results on May 26, 2025 Spenta International Limited announced that they will report Q4, 2025 results on May 26, 2025 Valuation Update With 7 Day Price Move • Apr 04
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹160, the stock trades at a trailing P/E ratio of 26.9x. Average trailing P/E is 23x in the Luxury industry in India. Total returns to shareholders of 92% over the past three years. Valuation Update With 7 Day Price Move • Mar 12
Investor sentiment improves as stock rises 24% After last week's 24% share price gain to ₹156, the stock trades at a trailing P/E ratio of 26.2x. Average trailing P/E is 22x in the Luxury industry in India. Total returns to shareholders of 79% over the past three years. Announcement • Feb 08
Spenta International Limited to Report Q3, 2025 Results on Feb 13, 2025 Spenta International Limited announced that they will report Q3, 2025 results on Feb 13, 2025 Announcement • Feb 05
Spenta International Limited Announces Appointment of Priti Ashok Shukla as Company Secretary and Compliance Officer Spenta International Limited at its board meeting held on February 5, 2025 approved Appointment of Ms. Priti Ashok Shukla as the Company Secretary and Compliance Officer with effect from 5 February, 2025. Following is the revised list of authorized persons: Mr. Danny Hansotia - Managing Director and CFO; Mr. Sanjay Gadodia - Whole-Time Director and CEO; Ms. Priti Ashok Shukla - Company Secretary and Compliance Officer. Ms. Priti Ashok Shukla is an Associate Member of the Institute of Company Secretaries of India having membership no. ACS 71248 and Bachelor of Commerce from (University of Mumbai) with total experience of two year in Secretarial Compliance functions. Valuation Update With 7 Day Price Move • Dec 02
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹186, the stock trades at a trailing P/E ratio of 37.6x. Average trailing P/E is 29x in the Luxury industry in India. Total returns to shareholders of 115% over the past three years. Announcement • Nov 09
Spenta International Limited to Report Q2, 2025 Results on Nov 13, 2024 Spenta International Limited announced that they will report Q2, 2025 results on Nov 13, 2024 Valuation Update With 7 Day Price Move • Nov 04
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹159, the stock trades at a trailing P/E ratio of 35.4x. Average trailing P/E is 31x in the Luxury industry in India. Total returns to shareholders of 160% over the past three years. Valuation Update With 7 Day Price Move • Oct 15
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₹141, the stock trades at a trailing P/E ratio of 31.3x. Average trailing P/E is 30x in the Luxury industry in India. Total returns to shareholders of 122% over the past three years. Valuation Update With 7 Day Price Move • Sep 30
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹132, the stock trades at a trailing P/E ratio of 29.4x. Average trailing P/E is 31x in the Luxury industry in India. Total returns to shareholders of 136% over the past three years. Upcoming Dividend • Sep 10
Upcoming dividend of ₹1.00 per share Eligible shareholders must have bought the stock before 17 September 2024. Payment date: 24 October 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Indian dividend payers (1.1%). Higher than average of industry peers (0.5%). 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. 3 experienced directors. 2 highly experienced directors. Additional Independent Non-Executive Director Dilip Pawar was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Buy Or Sell Opportunity • Aug 13
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 13% to ₹112. The fair value is estimated to be ₹141, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.4% over the last 3 years. Earnings per share has declined by 8.1%. Declared Dividend • Aug 07
Dividend of ₹1.00 announced Dividend of ₹1.00 is the same as last year. Ex-date: 17th September 2024 Payment date: 24th October 2024 Dividend yield will be 0.8%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has decreased over the past 96 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 72% to shift the payout ratio to a potentially unsustainable range, which is more than the 11% EPS decline seen over the last 5 years. Announcement • Aug 06
Spenta International Limited, Annual General Meeting, Sep 24, 2024 Spenta International Limited, Annual General Meeting, Sep 24, 2024, at 11:30 Indian Standard Time. Reported Earnings • Aug 06
First quarter 2025 earnings released: ₹0.27 loss per share (vs ₹0.78 loss in 1Q 2024) First quarter 2025 results: ₹0.27 loss per share (improved from ₹0.78 loss in 1Q 2024). Revenue: ₹106.5m (up 11% from 1Q 2024). Net loss: ₹751.0k (loss narrowed 65% from 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings. Announcement • Jul 31
Spenta International Limited to Report Q1, 2025 Results on Aug 05, 2024 Spenta International Limited announced that they will report Q1, 2025 results on Aug 05, 2024 Buy Or Sell Opportunity • Jul 18
Now 22% overvalued Over the last 90 days, the stock has fallen 5.7% to ₹120. The fair value is estimated to be ₹98.41, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Meanwhile, the company has become profitable. Buy Or Sell Opportunity • Jul 01
Now 14% overvalued Over the last 90 days, the stock has fallen 9.5% to ₹109. The fair value is estimated to be ₹95.59, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Meanwhile, the company has become profitable. Buy Or Sell Opportunity • Jun 21
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 7.2% to ₹118. The fair value is estimated to be ₹96.45, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Meanwhile, the company has become profitable. Announcement • May 30
Spenta International Limited Recommends Dividend for the Year Ended March 31, 2024 Spenta International Limited announced that at its Board Meeting held on May 28, 2024, recommended Dividend of INR 1.00/- per equity shares for the year ended 31st March 2024 subject to requisite approvals of shareholders at upcoming Annual General Meeting. Reported Earnings • May 30
Full year 2024 earnings released: EPS: ₹3.98 (vs ₹4.15 in FY 2023) Full year 2024 results: EPS: ₹3.98 (down from ₹4.15 in FY 2023). Revenue: ₹364.5m (down 31% from FY 2023). Net income: ₹11.0m (down 3.9% from FY 2023). Profit margin: 3.0% (up from 2.2% in FY 2023). The increase in margin was driven by lower expenses. 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 35% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • May 21
Now 23% undervalued after recent price drop Over the last 90 days, the stock has fallen 11% to ₹131. The fair value is estimated to be ₹170, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Meanwhile, the company has become profitable. Valuation Update With 7 Day Price Move • Mar 11
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to ₹123, the stock trades at a trailing P/E ratio of 34.3x. Average trailing P/E is 29x in the Luxury industry in India. Total returns to shareholders of 174% over the past three years. Announcement • Jan 11
Spenta International Limited to Report Q3, 2024 Results on Jan 18, 2024 Spenta International Limited announced that they will report Q3, 2024 results on Jan 18, 2024 Reported Earnings • Nov 09
Second quarter 2024 earnings released: EPS: ₹2.49 (vs ₹2.86 in 2Q 2023) Second quarter 2024 results: EPS: ₹2.49 (down from ₹2.86 in 2Q 2023). Revenue: ₹100.0m (down 39% from 2Q 2023). Net income: ₹6.88m (down 13% from 2Q 2023). Profit margin: 6.9% (up from 4.9% 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 66% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Oct 28
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to ₹119, the stock trades at a trailing P/E ratio of 30.1x. Average trailing P/E is 22x in the Luxury industry in India. Total returns to shareholders of 145% over the past three years. Announcement • Oct 07
Spenta International Limited Announces Management Changes Spenta International Limited at their meeting held on October 06, 2023 approved Appointment of Mr. Sudhir Kumar as the Company Secretary and Compliance Officer w.e.f. 06th October, 2023. Cessation of Mr. Danny Hansotia Managing Director and Compliance Officer from the post of Compliance Officer of the Company w.e.f. 06th October, 2023. Mr. Sudhir Kumar is an Associate Member of the Institute of Company Secretaries of India having membership no. A71594 and Bachelor of Commerce from (Maharishi Dayanand University) with total experience of one year in Secretarial Compliance functions. Upcoming Dividend • Sep 13
Upcoming dividend of ₹1.00 per share at 0.8% yield Eligible shareholders must have bought the stock before 20 September 2023. Payment date: 27 October 2023. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (0.5%). Valuation Update With 7 Day Price Move • Aug 29
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹146, the stock trades at a trailing P/E ratio of 67.1x. Average trailing P/E is 22x in the Luxury industry in India. Total returns to shareholders of 157% over the past three years. New Risk • Aug 17
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.3x net interest cover). Earnings have declined by 17% per year over the past 5 years. Market cap is less than US$10m (₹353.0m market cap, or US$4.25m). Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.9% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.1% net profit margin). Announcement • Aug 12
Spenta International Limited Recommends Final Dividend, Payable on or After 2 October, 2023 Spenta International Limited announced that the company has fixed September 20, 2023 as Record date for the purpose of payment of Final dividend. The Board of Directors at their meeting held on 26th May, 2023 recommended a final dividend of INR 1.00/- per share. The dividend, if declared at the Annual General Meeting, will be paid on or after 2nd October, 2023. Announcement • Aug 11
Spenta International Limited, Annual General Meeting, Sep 27, 2023 Spenta International Limited, Annual General Meeting, Sep 27, 2023, at 11:30 Indian Standard Time. Announcement • Aug 05
Spenta International Limited to Report Q1, 2024 Results on Aug 10, 2023 Spenta International Limited announced that they will report Q1, 2024 results on Aug 10, 2023 Announcement • Jul 08
Spenta International Limited Appoints Danny Hansotia as the Compliance Officer of the Company Spenta International Limited at its board of directors meeting held on 07th July, 2023 approved the appointment of Mr. Danny Hansotia, (DIN: 00203497) Managing Director & CFO, as the Compliance Officer of the Company with effect from 07th July, 2023 pursuant to Regulation 6(1) of the SEBI (Listing and Disclosure Requirements) Regulations, 2015, for the interim Period till a Whole Time Company Secretary and Compliance Officer is appointed. Announcement • Jul 07
Spenta International Limited Announces Resignation of Mamta Bajaj as Company Secretary and Compliance Officer Spenta International Limited informed that Ms. Mamta Bajaj has tendered her resignation from the post of Company Secretary and Compliance Officer of Spenta International Limited. with effect from close of working hours on July 6, 2023. Valuation Update With 7 Day Price Move • Jun 05
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹155, the stock trades at a trailing P/E ratio of 71.3x. Average trailing P/E is 20x in the Luxury industry in India. Total returns to shareholders of 227% over the past three years. Announcement • May 27
Spenta International Limited Recommends Dividend for the Year Ended March 31, 2023 Spenta International Limited announced that at its board meeting held on May 26, 2023, the board recommended dividend of INR 1.00 per equity shares for the year ended March 31, 2023, subject to requisite approvals of shareholders at upcoming Annual General Meeting. Announcement • May 19
Spenta International Limited to Report Q4, 2023 Results on May 26, 2023 Spenta International Limited announced that they will report Q4, 2023 results on May 26, 2023 Announcement • May 16
Spenta International Limited Announces Change in Company Secretary and Compliance Officer The Nomination and Remuneration Committee and the Board of Directors of Spenta International Limited at their respective meetings held on May 15, 2023 have interalia approved the following matters: Appointment of Ms. Mamta Bajaj (ACS No. A36682) as the Company Secretary and Compliance Officer with effect from May 15, 2023. Cessation of Mr. Danny Hansotia Managing Director and Compliance Officer from the post of Compliance Officer of the Company with effect from May 15, 2023. Valuation Update With 7 Day Price Move • May 11
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹145, the stock trades at a trailing P/E ratio of 66.9x. Average trailing P/E is 17x in the Luxury industry in India. Total returns to shareholders of 140% over the past three years. Valuation Update With 7 Day Price Move • Apr 27
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹113, the stock trades at a trailing P/E ratio of 51.9x. Average trailing P/E is 16x in the Luxury industry in India. Total returns to shareholders of 114% over the past three years. Reported Earnings • Feb 17
Third quarter 2023 earnings released: ₹1.11 loss per share (vs ₹1.13 profit in 3Q 2022) Third quarter 2023 results: ₹1.11 loss per share (down from ₹1.13 profit in 3Q 2022). Revenue: ₹110.3m (down 19% from 3Q 2022). Net loss: ₹3.07m (down 198% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth. Announcement • Feb 08
Spenta International Limited to Report Q3, 2023 Results on Feb 14, 2023 Spenta International Limited announced that they will report Q3, 2023 results on Feb 14, 2023 Announcement • Jan 17
Spenta International Limited Appoints Danny Hansotia as Compliance Officer Spenta International Limited at its board meeting held on January 16, 2023, approved the appointment of Mr. Danny Hansotia, Managing Director & CFO, as the compliance officer of the company with effect from January 16, 2023 pursuant to Regulation 6(1) of sEBt (Listing obligations and Disclosure Requirements) Regulations, 2015, for the interim period till a whole Time Company Secretary and Compliance Officer is appointed. Announcement • Nov 18
Spenta International Limited Announces Resignation of Prasad Rajendra Chavan as Company Secretary and Compliance Officer Spenta International Limited announced that Mr. Prasad Rajendra Chavan has tendered his resignation from the post of Company Secretary and Compliance Officer of Spenta International Limited (the Company) w.e.f. close of working hours on 17th November, 2022. The resignation has been accepted and he is relieved from his services from the closing hours of 17th November, 2022. Valuation Update With 7 Day Price Move • Nov 07
Investor sentiment improved over the past week After last week's 17% share price gain to ₹127, the stock trades at a trailing P/E ratio of 21.2x. Average trailing P/E is 14x in the Luxury industry in India. Total returns to shareholders of 123% over the past three years. Announcement • Nov 05
Spenta International Limited to Report Q2, 2023 Results on Nov 14, 2022 Spenta International Limited announced that they will report Q2, 2023 results on Nov 14, 2022 Valuation Update With 7 Day Price Move • Oct 03
Investor sentiment improved over the past week After last week's 17% share price gain to ₹98.00, the stock trades at a trailing P/E ratio of 16.3x. Average trailing P/E is 14x in the Luxury industry in India. Total returns to shareholders of 116% over the past three years. Upcoming Dividend • Sep 14
Upcoming dividend of ₹1.50 per share Eligible shareholders must have bought the stock before 21 September 2022. Payment date: 28 October 2022. Trailing yield: 1.8%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.7%). Announcement • Aug 30
Spenta International Limited, Annual General Meeting, Sep 28, 2022 Spenta International Limited, Annual General Meeting, Sep 28, 2022, at 11:30 Indian Standard Time. Reported Earnings • Aug 15
First quarter 2023 earnings released: ₹0.60 loss per share (vs ₹1.32 profit in 1Q 2022) First quarter 2023 results: ₹0.60 loss per share (down from ₹1.32 profit in 1Q 2022). Revenue: ₹151.0m (up 75% from 1Q 2022). Net loss: ₹1.65m (down 145% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 8% per year. Announcement • Aug 13
Spenta International Limited Recommends Final Dividend, Payable on or After October 3, 2022 Spenta International Limited announced that the Board of Directors at their meeting held on 30th May, 2022 have recommended a final dividend of INR 1.50 per share. The dividend, if declared at the Annual General Meeting, will be paid on or after 03rd October, 2022. The record date for the purpose of payment of final dividend is September 21, 2022. Valuation Update With 7 Day Price Move • Jun 17
Investor sentiment deteriorated over the past week After last week's 22% share price decline to ₹74.50, the stock trades at a trailing P/E ratio of 9.4x. Average trailing P/E is 12x in the Luxury industry in India. Total returns to shareholders of 25% over the past three years. Announcement • Jun 15
Spenta International Limited Replaces Mr. Sunil Mahyavanshi with Mr. Prasad Rajendra Chavan as Company Secretary & Compliance Officer Spenta International Limited announced resignation of Mr. Sunil Mahyavanshi as Company Secretary & Compliance Officer with effect from close of business hours on June 14, 2022 and appointment of Mr. Prasad Rajendra Chavan as the Company Secretary and Compliance Officer with effect from June 15, 2022. Mr. Prasad Rajendra Chavan is an Associate Member of the Institute of Company Secretaries of India having membership no. A49921 and Bachelor of Commerce from Mumbai University with total experience of 4 years in Secretarial Compliance functions. Upon such appointment Mr. Prasad Rajendra Chavan is considered as Key Managerial Personnel pursuant to the provisions of Section 203 of the Companies Act, 2013 and also the Compliance Officer of the Company under Regulation 6(1) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Consequent to the resignation of KMP, the Board of Directors has revised the authorization in terms of Regulation 30 (5) of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 for determining the materiality of an event /information and disclosure of the same to the Stock Exchange which shall be effective from June 15, 2022. Revised list of authorised persons: Mr. Danny Hansotia, Managing Director and CFO; Mr. Sanjay Gadodia, Whole Time Director and CEO; Mr. Prasad Rajendra Chavan, Company Secretary and Compliance Officer. Announcement • May 31
Spenta International Limited Recommends Dividend for the Year Ended 31 March 2022 Spenta International Limited announced that at the board meeting held on May 30, 2022 recommended Dividend of INR 1.50/- per equity shares for the year ended 31 March 2022 subject to requisite approvals of shareholders at up coming Annual General Meeting. Announcement • Apr 09
Spenta International Limited Appoints Mr. Sunil Mahyavanshi as Company Secretary and Compliance Officer Spenta International Limited approved appointment of Mr. Sunil Mahyavanshi as the company secretary and compliance officer at its board meeting held on March 28, 2022 with effect from April 8, 2022. Announcement • Mar 29
Spenta International Limited Announces Management Changes Spenta International Limited announced at the Nomination and Remuneration committee and board meeting held on March 28, 2022 approved Resignation of Iram Fatima Shaikh, Company Secretary & Compliance Officer of Company with effect from close of business hours on April 7,2022 and Appointment of Mr. Sunil Mahyavanshi as the Company secretary and Compliance Officer with effect from April 8, 2022. Valuation Update With 7 Day Price Move • Feb 22
Investor sentiment improved over the past week After last week's 18% share price gain to ₹89.95, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 12x in the Luxury industry in India. Total returns to shareholders of 13% over the past three years. Reported Earnings • Feb 14
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: ₹1.13 (up from ₹0.29 loss in 3Q 2021). Revenue: ₹136.9m (up 90% from 3Q 2021). Net income: ₹3.12m (up ₹3.91m from 3Q 2021). Profit margin: 2.3% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 41% 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 • Dec 08
Investor sentiment improved over the past week After last week's 22% share price gain to ₹98.55, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 12x in the Luxury industry in India. Total loss to shareholders of 2.9% over the past three years. Executive Departure • Oct 07
Independent Non-Executive Director Sunita Misri has left the company On the 30th of September, Sunita Misri's tenure as Independent Non-Executive Director ended after 7.1 years in the role. We don't have any record of a personal shareholding under Sunita's name. A total of 2 executives have left over the last 12 months. Reported Earnings • Jun 29
Full year 2021 earnings released: ₹5.76 loss per share (vs ₹4.31 profit in FY 2020) The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: ₹228.6m (down 37% from FY 2020). Net loss: ₹15.9m (down 234% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance. Is New 90 Day High Low • Mar 10
New 90-day low: ₹45.95 The company is down 13% from its price of ₹52.75 on 10 December 2020. The Indian market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 12% over the same period. Reported Earnings • Feb 17
Third quarter 2021 earnings released: ₹0.29 loss per share (vs ₹0.81 profit in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: ₹72.0m (down 10% from 3Q 2020). Net loss: ₹797.0k (down 136% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 69% per year but the company’s share price has only fallen by 33% per year, which means it has not declined as severely as earnings. Announcement • Feb 03
Spenta International Limited to Report Q3, 2021 Results on Feb 12, 2021 Spenta International Limited announced that they will report Q3, 2021 results on Feb 12, 2021 Is New 90 Day High Low • Dec 16
New 90-day high: ₹63.00 The company is up 10.0% from its price of ₹57.40 on 16 September 2020. The Indian market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 21% over the same period. Announcement • Nov 13
Spenta International Limited Accepts Resignation of Nitesh Pangle as the Company Secretary and Compliance Officer The Board of Directors of the Spenta International Limited at its meeting held 12 November 2020 has accepted the resignation of Mr. Nitesh Pangle as the Company Secretary and Compliance Officer of the Company. The resignation will be effective from the close of business hours of 12 November, 2020. Is New 90 Day High Low • Nov 06
New 90-day low: ₹47.50 The company is down 5.0% from its price of ₹50.05 on 07 August 2020. The Indian market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 14% over the same period. Announcement • Sep 13
Spenta International Limited Provides Earnings Guidance for the First Quarter and Second Quarter of Fiscal Year 2020-21 Spenta International Limited announced that profitability & revenues, especially, for the first quarter and second quarter of fiscal year 2020-21 are expected to be affected considerably due to lockdown and partial manufacturing capacity utilization.