Reported Earnings • Jul 01
Full year 2026 earnings: EPS and revenues miss analyst expectations Full year 2026 results: EPS: ₹25.35 (up from ₹23.85 in FY 2025). Revenue: ₹66.5b (up 4.1% from FY 2025). Net income: ₹8.67b (up 6.3% from FY 2025). Profit margin: 13% (in line with FY 2025). Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 8.1%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Jun 24
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹1,219, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 24x in the Luxury industry in India. Total returns to shareholders of 89% over the past three years. Announcement • Jun 22
K.P.R. Mill Limited, Annual General Meeting, Jul 29, 2026 K.P.R. Mill Limited, Annual General Meeting, Jul 29, 2026, at 14:30 Indian Standard Time. Valuation Update With 7 Day Price Move • Jun 03
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹1,082, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 23x in the Luxury industry in India. Total returns to shareholders of 80% over the past three years. Reported Earnings • May 13
Full year 2026 earnings: EPS and revenues miss analyst expectations Full year 2026 results: EPS: ₹25.35 (up from ₹23.85 in FY 2025). Revenue: ₹67.8b (up 6.2% from FY 2025). Net income: ₹8.67b (up 6.3% from FY 2025). Profit margin: 13% (in line with FY 2025). Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 8.1%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 04
K.P.R. Mill Limited to Report Fiscal Year 2026 Results on May 12, 2026 K.P.R. Mill Limited announced that they will report fiscal year 2026 results on May 12, 2026 New Risk • Mar 12
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 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks 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 (7.7% average weekly change). Declared Dividend • Feb 11
Dividend of ₹2.50 announced Dividend of ₹2.50 is the same as last year. Ex-date: 13th February 2026 Payment date: 11th March 2026 Dividend yield will be 0.6%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 40% over the next 2 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Feb 10
Third quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behind Third quarter 2026 results: EPS: ₹6.10 (up from ₹5.92 in 3Q 2025). Revenue: ₹14.7b (down 4.0% from 3Q 2025). Net income: ₹2.09b (up 3.1% from 3Q 2025). Profit margin: 14% (in line with 3Q 2025). Revenue missed analyst estimates by 10%. Earnings per share (EPS) exceeded analyst estimates by 3.2%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jan 29
K.P.R. Mill Limited to Report Q3, 2026 Results on Feb 09, 2026 K.P.R. Mill Limited announced that they will report Q3, 2026 results on Feb 09, 2026 Reported Earnings • Nov 05
Second quarter 2026 earnings: EPS exceeds analyst expectations Second quarter 2026 results: EPS: ₹6.38 (up from ₹6.00 in 2Q 2025). Revenue: ₹16.6b (up 12% from 2Q 2025). Net income: ₹2.18b (up 6.4% from 2Q 2025). Profit margin: 13% (in line with 2Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 22%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 25% per year, which means it is well ahead of earnings. Announcement • Oct 23
K.P.R. Mill Limited to Report Q2, 2026 Results on Nov 04, 2025 K.P.R. Mill Limited announced that they will report Q2, 2026 results at 12:08 PM, Indian Standard Time on Nov 04, 2025 Reported Earnings • Aug 07
First quarter 2026 earnings released: EPS: ₹6.22 (vs ₹5.95 in 1Q 2025) First quarter 2026 results: EPS: ₹6.22 (up from ₹5.95 in 1Q 2025). Revenue: ₹17.7b (up 9.7% from 1Q 2025). Net income: ₹2.13b (up 4.6% from 1Q 2025). Profit margin: 12% (in line with 1Q 2025). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings. New Risk • Aug 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 7.0% 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 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 (7.0% average weekly change). Announcement • Jul 25
K.P.R. Mill Limited to Report Q1, 2026 Results on Aug 06, 2025 K.P.R. Mill Limited announced that they will report Q1, 2026 results on Aug 06, 2025 Upcoming Dividend • Jul 16
Upcoming dividend of ₹2.50 per share Eligible shareholders must have bought the stock before 23 July 2025. Payment date: 29 August 2025. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.2%). Lower than average of industry peers (0.6%). Reported Earnings • Jul 04
Full year 2025 earnings: EPS and revenues miss analyst expectations Full year 2025 results: EPS: ₹23.85 (up from ₹23.56 in FY 2024). Revenue: ₹63.9b (up 5.4% from FY 2024). Net income: ₹8.15b (up 1.2% from FY 2024). Profit margin: 13% (in line with FY 2024). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 5.0%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 33% per year, which means it is well ahead of earnings. Declared Dividend • Jun 25
Final dividend of ₹2.50 announced Dividend of ₹2.50 is the same as last year. Ex-date: 23rd July 2025 Payment date: 29th August 2025 Dividend yield will be 0.4%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 61% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Jun 23
K.P.R. Mill Limited, Annual General Meeting, Jul 30, 2025 K.P.R. Mill Limited, Annual General Meeting, Jul 30, 2025, at 14:30 Indian Standard Time. Reported Earnings • May 11
Full year 2025 earnings: EPS and revenues miss analyst expectations Full year 2025 results: EPS: ₹23.85 (up from ₹23.56 in FY 2024). Revenue: ₹64.6b (up 6.6% from FY 2024). Net income: ₹8.15b (up 1.2% from FY 2024). Profit margin: 13% (in line with FY 2024). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 5.0%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 32% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • May 08
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₹1,187, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 24x in the Luxury industry in India. Total returns to shareholders of 108% over the past three years. Announcement • May 01
K.P.R. Mill Limited to Report Fiscal Year 2025 Results on May 09, 2025 K.P.R. Mill Limited announced that they will report fiscal year 2025 results on May 09, 2025 Valuation Update With 7 Day Price Move • Apr 17
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹1,067, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 23x in the Luxury industry in India. Total returns to shareholders of 66% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹439 per share. Declared Dividend • Feb 05
Dividend of ₹2.50 announced Dividend of ₹2.50 is the same as last year. Ex-date: 7th February 2025 Payment date: 5th March 2025 Dividend yield will be 0.5%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 55% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Feb 04
Third quarter 2025 earnings: EPS misses analyst expectations Third quarter 2025 results: EPS: ₹5.92 (up from ₹5.47 in 3Q 2024). Revenue: ₹15.3b (up 23% from 3Q 2024). Net income: ₹2.02b (up 8.1% from 3Q 2024). Profit margin: 13% (down from 15% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.8%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings. Announcement • Feb 03
K.P.R. Mill Limited Declares Interim Dividend for Fiscal Year 2024-25 K.P.R. Mill Limited at its board meeting held on February 3, 2025 declared 250% interim Dividend for Fiscal Year 2024-25 (INR 2.50 per equity share of INR 1 each) and Record Date for the same is February 7, 2025. Announcement • Jan 24
K.P.R. Mill Limited to Report Q3, 2025 Results on Feb 03, 2025 K.P.R. Mill Limited announced that they will report Q3, 2025 results on Feb 03, 2025 Reported Earnings • Nov 06
Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behind Second quarter 2025 results: EPS: ₹6.00 (up from ₹5.90 in 2Q 2024). Revenue: ₹15.2b (flat on 2Q 2024). Net income: ₹2.05b (up 1.6% from 2Q 2024). Profit margin: 14% (in line with 2Q 2024). Revenue missed analyst estimates by 3.9%. Earnings per share (EPS) exceeded analyst estimates by 8.7%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings. Announcement • Oct 24
K.P.R. Mill Limited to Report Q2, 2025 Results on Nov 05, 2024 K.P.R. Mill Limited announced that they will report Q2, 2025 results on Nov 05, 2024 Valuation Update With 7 Day Price Move • Sep 24
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹1,011, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 31x in the Luxury industry in India. Total returns to shareholders of 128% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹462 per share. Price Target Changed • Aug 14
Price target increased by 8.3% to ₹992 Up from ₹916, the current price target is an average from 7 analysts. New target price is 16% above last closing price of ₹857. Stock is up 31% over the past year. The company is forecast to post earnings per share of ₹28.53 for next year compared to ₹23.56 last year. Reported Earnings • Aug 01
First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behind First quarter 2025 results: EPS: ₹5.95 (up from ₹5.93 in 1Q 2024). Revenue: ₹16.1b (flat on 1Q 2024). Net income: ₹2.03b (flat on 1Q 2024). Profit margin: 13% (in line with 1Q 2024). Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 1.6%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jul 22
K.P.R. Mill Limited Declares Dividend K.P.R. Mill Limited at its AGM held on 22 July, 2024 declared Dividend @250% (INR 2.50 per Equity share of face value INR 1 each). Upcoming Dividend • Jul 08
Upcoming dividend of ₹2.50 per share Eligible shareholders must have bought the stock before 15 July 2024. Payment date: 21 August 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.1%). In line with average of industry peers (0.5%). Reported Earnings • Jun 18
Full year 2024 earnings: EPS and revenues miss analyst expectations Full year 2024 results: EPS: ₹23.56 (down from ₹23.81 in FY 2023). Revenue: ₹60.6b (down 2.0% from FY 2023). Net income: ₹8.05b (down 1.1% from FY 2023). Profit margin: 13% (in line with FY 2023). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 3.0%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth. Declared Dividend • Jun 06
Final dividend of ₹2.50 announced Shareholders will receive a dividend of ₹2.50. Ex-date: 15th July 2024 Payment date: 21st August 2024 Dividend yield will be 0.6%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 24% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Jun 06
K.P.R. Mill Limited, Annual General Meeting, Jul 22, 2024 K.P.R. Mill Limited, Annual General Meeting, Jul 22, 2024, at 14:03 Indian Standard Time. Board Change • Jun 01
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Director Sridharan Rangarajan was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Announcement • May 06
K.P.R. Mill Limited Approves the Appointment of Independent Directors K.P.R. Mill Limited approved the appointment of Mr. M. AIagiriswamy, Mr. R.Sridharan, Mr. K.Thangavelu and Mr.K.V.Ramananda Rao as an Independent Directors. Reported Earnings • May 02
Full year 2024 earnings: EPS and revenues miss analyst expectations Full year 2024 results: EPS: ₹23.56 (down from ₹23.81 in FY 2023). Revenue: ₹61.3b (down 1.0% from FY 2023). Net income: ₹8.05b (down 1.1% from FY 2023). Profit margin: 13% (in line with FY 2023). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 3.0%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Mar 21
K.P.R. Mill Limited Announces Management Changes, Effective 31 March, 2024 K.P.R. Mill Limited announced Consequent on the completion of their second term of five consecutive years the following Independent Directors vacate their office on 31st March, 2024: Mr. G.P. Muniappan, M.A., C.A.1.1.B.,PGDBM, Coimbatore (DIN:01653599); Dr. K. Sabapathy, M.Sc., M.Phil., PhD, Coimbatore (DIN:00001794); Mr. A.M. Palanisamy, FCA, Coimbatore (DIN:00112303); Mr. C. Thirumurthy B.Com, B.L, F.C.S, Coimbatore (DIN:00001991). Reported Earnings • Feb 06
Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behind Third quarter 2024 results: EPS: ₹5.47 (up from ₹5.11 in 3Q 2023). Revenue: ₹12.7b (down 11% from 3Q 2023). Net income: ₹1.87b (up 7.2% from 3Q 2023). Profit margin: 15% (up from 12% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 17%. Earnings per share (EPS) exceeded analyst estimates by 5.4%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jan 25
K.P.R. Mill Limited to Report Q3, 2024 Results on Feb 05, 2024 K.P.R. Mill Limited announced that they will report Q3, 2024 results on Feb 05, 2024 Price Target Changed • Dec 20
Price target increased by 9.4% to ₹863 Up from ₹789, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of ₹841. Stock is up 63% over the past year. The company is forecast to post earnings per share of ₹27.50 for next year compared to ₹23.81 last year. Price Target Changed • Nov 22
Price target increased by 7.0% to ₹806 Up from ₹753, the current price target is an average from 6 analysts. New target price is 8.1% below last closing price of ₹876. Stock is up 58% over the past year. The company is forecast to post earnings per share of ₹28.50 for next year compared to ₹23.81 last year. Reported Earnings • Nov 07
Second quarter 2024 earnings: EPS and revenues exceed analyst expectations Second quarter 2024 results: EPS: ₹5.90 (down from ₹5.95 in 2Q 2023). Revenue: ₹15.3b (up 26% from 2Q 2023). Net income: ₹2.02b (flat on 2Q 2023). Profit margin: 13% (down from 17% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) also surpassed analyst estimates by 5.0%. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 71% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Aug 02
First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behind First quarter 2024 results: EPS: ₹5.93 (down from ₹6.62 in 1Q 2023). Revenue: ₹16.1b (up 1.6% from 1Q 2023). Net income: ₹2.03b (down 11% from 1Q 2023). Profit margin: 13% (down from 14% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 6.0%. Earnings per share (EPS) exceeded analyst estimates by 3.7%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Luxury 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 89% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Jul 14
Upcoming dividend of ₹2.00 per share at 0.6% yield Eligible shareholders must have bought the stock before 21 July 2023. Payment date: 28 August 2023. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.5%). In line with average of industry peers (0.5%). Reported Earnings • Jul 03
Full year 2023 earnings: EPS in line with analyst expectations despite revenue beat Full year 2023 results: EPS: ₹23.81 (down from ₹24.47 in FY 2022). Revenue: ₹62.5b (up 30% from FY 2022). Net income: ₹8.14b (down 3.3% from FY 2022). Profit margin: 13% (down from 18% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 89% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jun 22
K.P.R. Mill Limited, Annual General Meeting, Jul 28, 2023 K.P.R. Mill Limited, Annual General Meeting, Jul 28, 2023, at 14:30 Indian Standard Time. Reported Earnings • May 05
Full year 2023 earnings released: EPS: ₹23.81 (vs ₹24.47 in FY 2022) Full year 2023 results: EPS: ₹23.81 (down from ₹24.47 in FY 2022). Revenue: ₹62.5b (up 30% from FY 2022). Net income: ₹8.14b (down 3.3% from FY 2022). Profit margin: 13% (down from 18% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 89% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Feb 07
Third quarter 2023 earnings released: EPS: ₹5.11 (vs ₹6.16 in 3Q 2022) Third quarter 2023 results: EPS: ₹5.11 (down from ₹6.16 in 3Q 2022). Revenue: ₹14.4b (up 15% from 3Q 2022). Net income: ₹1.75b (down 18% from 3Q 2022). Profit margin: 12% (down from 17% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jan 24
K.P.R. Mill Limited to Report Q3, 2023 Results on Feb 06, 2023 K.P.R. Mill Limited announced that they will report Q3, 2023 results on Feb 06, 2023 Major Estimate Revision • Dec 09
Consensus forecasts updated The consensus outlook for 2023 has been updated. 2023 EPS estimate fell from ₹27.00 to ₹23.93 per share. Revenue forecast steady at ₹58.9b. Net income forecast to grow 7.7% next year vs 16% growth forecast for Luxury industry in India. Consensus price target of ₹700 unchanged from last update. Share price fell 5.5% to ₹513 over the past week. Board Change • Nov 16
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. Head of Operations for Garment Division & Executive Director E. Sakthivel was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 08
Second quarter 2023 earnings released: EPS: ₹5.95 (vs ₹7.04 in 2Q 2022) Second quarter 2023 results: EPS: ₹5.95 (down from ₹7.04 in 2Q 2022). Revenue: ₹12.4b (up 2.4% from 2Q 2022). Net income: ₹2.03b (down 16% from 2Q 2022). Profit margin: 16% (down from 20% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Sep 10
K.P.R. Mill Limited Approves Final Dividend for the Financial Year 2021-22 K.P.R. Mill Limited at annual general meeting held on 23 August 2022, approved a Final Dividend of INR 0.15 per equity share of the Company (15%) for the financial year 2021-22, be paid to those Shareholders who are entitled for the same. Upcoming Dividend • Aug 04
Upcoming dividend of ₹0.15 per share Eligible shareholders must have bought the stock before 11 August 2022. Payment date: 22 September 2022. Payout ratio is a comfortable 0.6% but the company is not cash flow positive. The company last paid an ordinary dividend in September 2011. The average dividend yield among industry peers is 0.6%. Reported Earnings • Jul 27
Full year 2022 earnings: EPS misses analyst expectations Full year 2022 results: EPS: ₹24.47 (up from ₹14.98 in FY 2021). Revenue: ₹48.2b (up 37% from FY 2021). Net income: ₹8.42b (up 63% from FY 2021). Profit margin: 18% (up from 15% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 18%, compared to a 23% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has increased by 70% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Jul 21
Investor sentiment improved over the past week After last week's 17% share price gain to ₹599, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 20x in the Luxury industry in India. Total returns to shareholders of 433% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹401 per share. Price Target Changed • May 10
Price target increased to ₹797 Up from ₹738, the current price target is an average from 4 analysts. New target price is 36% above last closing price of ₹584. Stock is up 94% over the past year. The company is forecast to post earnings per share of ₹25.40 for next year compared to ₹24.47 last year. Reported Earnings • May 01
Full year 2022 earnings: EPS misses analyst expectations Full year 2022 results: EPS: ₹24.47 (up from ₹14.98 in FY 2021). Revenue: ₹48.2b (up 37% from FY 2021). Net income: ₹8.42b (up 63% from FY 2021). Profit margin: 18% (up from 15% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 16%, compared to a 22% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has increased by 74% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Apr 28
K.P.R. Mill Limited Recommends Final Dividend for Year 2021-22 K.P.R. Mill Limited announced that the Board has recommended a Final Dividend of 15% INR 0.15 per share of the face value of INR 1 per each) for theyear 2021-22 subject to the approval of the Shareholders in Annual General Meeting. Board Change • Apr 27
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. Head of Operations for Garment Division & Executive Director E. Sakthivel was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • Apr 20
K.P.R. Mill Limited to Report Q4, 2022 Results on Apr 27, 2022 K.P.R. Mill Limited announced that they will report Q4, 2022 results on Apr 27, 2022 Reported Earnings • Feb 08
Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behind Third quarter 2022 results: EPS: ₹6.16 (up from ₹4.54 in 3Q 2021). Revenue: ₹12.6b (up 36% from 3Q 2021). Net income: ₹2.12b (up 36% from 3Q 2021). Profit margin: 17% (in line with 3Q 2021). Revenue missed analyst estimates by 9.7%. Earnings per share (EPS) exceeded analyst estimates by 3.6%. Over the next year, revenue is forecast to grow 15%, compared to a 21% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 84% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Feb 08
K.P.R. Mill Limited (BSE:532889) announces an Equity Buyback for 2,236,000 shares, representing 0.65% for INR 1,799.98 million. K.P.R. Mill Limited (BSE:532889) announces a share repurchase program. Under the program, the company will repurchase up to 2,236,000 shares, representing 0.65% of its issued share capital for INR 1,799.98 million. The shares will be repurchased at a price of INR 805 per share. The company has fixed February 19, 2022, as the record date for the offer. As of February 4, 2022, the company had 344,050,000 shares issued and outstanding. Announcement • Feb 04
K.P.R. Mill Limited to Report Q3, 2022 Results on Feb 07, 2022 K.P.R. Mill Limited announced that they will report Q3, 2022 results on Feb 07, 2022 Valuation Update With 7 Day Price Move • Jan 24
Investor sentiment deteriorated over the past week After last week's 15% share price decline to ₹643, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 26x in the Luxury industry in India. Total returns to shareholders of 502% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹329 per share. Valuation Update With 7 Day Price Move • Dec 27
Investor sentiment improved over the past week After last week's 15% share price gain to ₹675, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 25x in the Luxury industry in India. Total returns to shareholders of 510% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹388 per share. Price Target Changed • Nov 02
Price target increased to ₹520 Up from ₹453, the current price target is an average from 3 analysts. New target price is 12% above last closing price of ₹463. Stock is up 214% over the past year. The company is forecast to post earnings per share of ₹23.30 for next year compared to ₹14.98 last year. Reported Earnings • Oct 28
Second quarter 2022 earnings released The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹12.3b (up 30% from 2Q 2021). Net income: ₹2.42b (up 115% from 2Q 2021). Profit margin: 20% (up from 12% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth. Price Target Changed • Oct 05
Price target increased to ₹453 Up from ₹312, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of ₹436. Stock is up 229% over the past year. Board Change • Oct 05
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. Head of Operations for Garment Division & Executive Director E. Sakthivel was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • Jul 07
K.P.R. Mill Limited Announces Resumption of Operations After Lockdown K.P.R. Mill Limited announced that in pursuance of the relaxation on Covid-19 restrictions announced by the Tamil Nadu Government effective from July 5, 2021, all its units have resumed operations adhering to Standard Operating Procedures prescribed by the Government. Announcement • Jun 02
K.P.R. Mill Limited Announces the Closure of All Units in Tamilnadu as Per the Lock-Down Instructions from the Government of Tamilnadu As per the Lock-down extension Instructions from the Government of Tamilnadu, due to COVTD-19, all K.P.R. Mill Limited Units in Tamilnadu, shall continue to remain closed from 01 June 2021 to 07 June 2021. Announcement • May 25
K.P.R. Mill Limited Announces the Closure of All Units in Tamilnadu as Per the Lock-Down Instructions from the Government of Tamilnadu K.P.R. Mill Limited announced that as per the Lock-down Instructions from the Government of Tamilnadu, due to COVID-19, all Units in Tamilnadu, shall remain closed from May 24, 2021 to May 31, 2021. Price Target Changed • May 23
Price target increased to ₹1,382 Up from ₹1,124, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of ₹1,453. Stock is up 255% over the past year. Major Estimate Revision • May 05
Consensus EPS estimates increase to ₹85.13 The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from ₹42.4b to ₹43.9b. EPS estimate increased from ₹76.73 to ₹85.13 per share. Net income forecast to grow 14% next year vs 86% growth forecast for Luxury industry in India. Consensus price target up from ₹1,124 to ₹1,305. Share price rose 12% to ₹1,462 over the past week. Reported Earnings • Apr 30
Full year 2021 earnings released: EPS ₹74.88 (vs ₹52.90 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹35.3b (up 5.3% from FY 2020). Net income: ₹5.15b (up 37% from FY 2020). Profit margin: 15% (up from 11% 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 16% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Apr 29
K.P.R. Mill Limited Recommends Final Dividend for the Year Ended March 31, 2021 K.P.R. Mill Limited announced that at its Board of Directors meeting held on April 28, 2021, recommended a final dividend of INR 0.75 Per share (15%) on the face value of INR 5/- each. Is New 90 Day High Low • Mar 01
New 90-day high: ₹977 The company is up 27% from its price of ₹771 on 01 December 2020. The Indian market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₹838 per share. Major Estimate Revision • Feb 10
Analysts update estimates The 2021 consensus earning per share (EPS) estimate increased from ₹61.97 to ₹71.30. Revenue estimate for the same period was approximately flat at ₹34.9b. Net income is expected to grow by 32% next year compared to 72% growth forecast for the Luxury industry in India. The consensus price target increased from ₹1,017 to ₹1,120. Share price stayed mostly flat at ₹936 over the past week. Analyst Estimate Surprise Post Earnings • Feb 04
Revenue misses expectations Revenue missed analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 23%, compared to a 24% growth forecast for the Luxury industry in India. Reported Earnings • Feb 04
Third quarter 2021 earnings released: EPS ₹22.71 (vs ₹13.31 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₹9.41b (up 22% from 3Q 2020). Net income: ₹1.56b (up 66% from 3Q 2020). Profit margin: 17% (up from 12% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 9% per year. Announcement • Jan 24
K.P.R. Mill Limited to Report Q3, 2021 Results on Feb 03, 2021 K.P.R. Mill Limited announced that they will report Q3, 2021 results on Feb 03, 2021 Is New 90 Day High Low • Jan 07
New 90-day high: ₹926 The company is up 39% from its price of ₹666 on 09 October 2020. The Indian market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₹275 per share. Is New 90 Day High Low • Dec 07
New 90-day high: ₹841 The company is up 47% from its price of ₹574 on 08 September 2020. The Indian market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₹292 per share. Is New 90 Day High Low • Nov 12
New 90-day high: ₹813 The company is up 51% from its price of ₹538 on 14 August 2020. The Indian market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₹192 per share. Price Target Changed • Oct 31
Price target raised to ₹866 Up from ₹787, the current price target is an average from 3 analysts. The new target price is 18% above the current share price of ₹737. As of last close, the stock is up 12% over the past year. Price Target Changed • Oct 29
Price target raised to ₹832 Up from ₹762, the current price target is an average from 3 analysts. The new target price is 16% above the current share price of ₹720. As of last close, the stock is up 11% over the past year. Analyst Estimate Surprise Post Earnings • Oct 28
Second-quarter earnings released: Revenue beats expectations Second-quarter revenue exceeded analyst estimates by 15% at ₹9.42b. Revenue is forecast to grow 19% over the next year, compared to a 11% growth forecast for the Luxury industry in India. Reported Earnings • Oct 28
First half earnings released Over the last 12 months the company has reported total profits of ₹3.48b, down 6.3% from the prior year. Total revenue was ₹31.2b over the last 12 months, down 8.8% from the prior year. Is New 90 Day High Low • Oct 22
New 90-day high: ₹675 The company is up 54% from its price of ₹438 on 24 July 2020. The Indian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₹774 per share. Is New 90 Day High Low • Sep 29
New 90-day high: ₹667 The company is up 34% from its price of ₹498 on 01 July 2020. The Indian market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₹754 per share. 
