Recent Insider Transactions • Jun 19
Executive Chairman recently bought ₹1.8m worth of stock On the 17th of June, Murli Dialani bought around 29k shares on-market at roughly ₹61.31 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Murli has been a buyer over the last 12 months, purchasing a net total of ₹7.8m worth in shares. Valuation Update With 7 Day Price Move • Jun 17
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to ₹61.96, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 20x in the Luxury industry in India. Total loss to shareholders of 4.8% over the past three years. New Risk • Jun 16
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 9.1% 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 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 (9.1% average weekly change). Market cap is less than US$100m (₹2.37b market cap, or US$25.1m). New Risk • Jun 07
New minor risk - Dividend sustainability The company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.1% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. 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. Market cap is less than US$100m (₹2.12b market cap, or US$22.3m). Reported Earnings • May 31
Full year 2026 earnings released: EPS: ₹4.96 (vs ₹4.41 in FY 2025) Full year 2026 results: EPS: ₹4.96 (up from ₹4.41 in FY 2025). Revenue: ₹1.00b (up 8.1% from FY 2025). Net income: ₹200.2m (up 13% from FY 2025). Profit margin: 20% (in line with FY 2025). Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 2% per year. Announcement • May 30
M.K. Exim (India) Limited Recommends Final Dividend for the Financial Year 2025-26 M.K. Exim (India) Limited at its Board of Directors meeting held on 29th May, 2026 recommended Final Dividend for the Financial Year 2025-26 @6%), i.e., INR 0.60/- per equity share of face value INR 10/- each, subject to the approval of the shareholders in the ensuing Annual General Meeting or other authorities, wherever required. The Dividend for the Financial Year ended March 31, 2026, if declared, at the ensuing Annual General Meeting [AGM] will be paid to the shareholders within 30 days from the date of declaration. The date of AGM and the Record date for the purpose of the payment of Dividend will be announced in due course. Announcement • May 22
M.K. Exim (India) Limited to Report Q4, 2026 Results on May 29, 2026 M.K. Exim (India) Limited announced that they will report Q4, 2026 results at 12:15 PM, Indian Standard Time on May 29, 2026 New Risk • May 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 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.6% average weekly change). Market cap is less than US$100m (₹2.56b market cap, or US$26.8m). Valuation Update With 7 Day Price Move • Apr 11
Investor sentiment improves as stock rises 32% After last week's 32% share price gain to ₹57.48, the stock trades at a trailing P/E ratio of 13.6x. Average trailing P/E is 17x in the Luxury industry in India. Total returns to shareholders of 1.4% over the past three years. Valuation Update With 7 Day Price Move • Mar 27
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to ₹42.71, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 16x in the Luxury industry in India. Total loss to shareholders of 20% over the past three years. Recent Insider Transactions • Mar 09
Executive Chairman recently bought ₹814k worth of stock On the 6th of March, Murli Dialani bought around 16k shares on-market at roughly ₹52.46 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth ₹1.8m. Murli has been a buyer over the last 12 months, purchasing a net total of ₹2.9m worth in shares. Recent Insider Transactions • Feb 13
Whole Time Director recently bought ₹995k worth of stock On the 12th of February, Lajwanti Dialani bought around 20k shares on-market at roughly ₹50.27 per share. This transaction amounted to 1.1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth ₹1.8m. Insiders have collectively bought ₹10m more in shares than they have sold in the last 12 months. Reported Earnings • Feb 04
Third quarter 2026 earnings released: EPS: ₹1.15 (vs ₹1.38 in 3Q 2025) Third quarter 2026 results: EPS: ₹1.15 (down from ₹1.38 in 3Q 2025). Revenue: ₹271.3m (up 13% from 3Q 2025). Net income: ₹46.4m (down 17% from 3Q 2025). Profit margin: 17% (down from 23% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Announcement • Jan 27
M.K. Exim (India) Limited to Report Q3, 2026 Results on Feb 03, 2026 M.K. Exim (India) Limited announced that they will report Q3, 2026 results on Feb 03, 2026 Recent Insider Transactions • Dec 23
Whole Time Director recently bought ₹732k worth of stock On the 22nd of December, Lajwanti Dialani bought around 13k shares on-market at roughly ₹55.48 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth ₹1.1m. Insiders have collectively bought ₹7.3m more in shares than they have sold in the last 12 months. Recent Insider Transactions • Nov 29
Whole Time Director recently bought ₹1.1m worth of stock On the 28th of November, Lajwanti Dialani bought around 19k shares on-market at roughly ₹55.61 per share. This transaction amounted to 1.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₹6.0m more in shares than they have sold in the last 12 months. Reported Earnings • Nov 06
Second quarter 2026 earnings released: EPS: ₹0.59 (vs ₹1.38 in 2Q 2025) Second quarter 2026 results: EPS: ₹0.59 (down from ₹1.38 in 2Q 2025). Revenue: ₹184.4m (down 23% from 2Q 2025). Net income: ₹23.8m (down 57% from 2Q 2025). Profit margin: 13% (down from 23% 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 6% per year whereas the company’s share price has increased by 1% per year. Announcement • Oct 20
M.K. Exim (India) Limited to Report Q2, 2026 Results on Nov 05, 2025 M.K. Exim (India) Limited announced that they will report Q2, 2026 results on Nov 05, 2025 Recent Insider Transactions • Sep 23
Whole Time Director recently bought ₹484k worth of stock On the 18th of September, Lajwanti Dialani bought around 7k shares on-market at roughly ₹68.60 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth ₹1.0m. Insiders have collectively bought ₹4.9m more in shares than they have sold in the last 12 months. Upcoming Dividend • Sep 11
Upcoming dividend of ₹0.50 per share Eligible shareholders must have bought the stock before 18 September 2025. Payment date: 25 October 2025. The company last paid an ordinary dividend in May 2015. The average dividend yield among industry peers is 0.6%. Recent Insider Transactions • Aug 29
Whole Time Director recently bought ₹494k worth of stock On the 28th of August, Lajwanti Dialani bought around 7k shares on-market at roughly ₹73.04 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₹2.1m more in shares than they have sold in the last 12 months. Declared Dividend • Aug 20
Dividend of ₹0.50 announced Dividend of ₹0.50 is the same as last year. Ex-date: 18th September 2025 Payment date: 25th October 2025 Dividend yield will be 0.6%, which is higher than the industry average of 0.4%. Sustainability & Growth The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 85% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Announcement • Aug 18
M.K. Exim (India) Limited, Annual General Meeting, Sep 25, 2025 M.K. Exim (India) Limited, Annual General Meeting, Sep 25, 2025, at 11:30 Indian Standard Time. Announcement • Jul 28
M.K. Exim (India) Limited to Report Q1, 2026 Results on Aug 05, 2025 M.K. Exim (India) Limited announced that they will report Q1, 2026 results on Aug 05, 2025 New Risk • Jul 23
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 7.3% 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: 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 (7.3% average weekly change). Market cap is less than US$100m (₹3.63b market cap, or US$42.0m). Valuation Update With 7 Day Price Move • Jul 21
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to ₹76.20, the stock trades at a trailing P/E ratio of 17.4x. Average trailing P/E is 27x in the Luxury industry in India. Total returns to shareholders of 40% over the past three years. Buy Or Sell Opportunity • Jul 17
Now 21% overvalued The stock has been flat over the last 90 days, currently trading at ₹68.97. The fair value is estimated to be ₹57.02, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has grown by 7.5%. Buy Or Sell Opportunity • Jun 11
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 4.4% to ₹68.25. The fair value is estimated to be ₹56.81, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has grown by 7.5%. Buy Or Sell Opportunity • May 19
Now 20% overvalued Over the last 90 days, the stock has fallen 5.6% to ₹68.89. The fair value is estimated to be ₹57.19, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has grown by 7.5%. Announcement • May 17
M.K. Exim (India) Limited to Report Q4, 2025 Results on May 27, 2025 M.K. Exim (India) Limited announced that they will report Q4, 2025 results on May 27, 2025 Valuation Update With 7 Day Price Move • May 14
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to ₹68.32, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 23x in the Luxury industry in India. Total returns to shareholders of 9.8% over the past three years. Announcement • Apr 11
M.K. Exim (India) Limited Approves the Appointment of Bhavna Giamalani as Company Secretary and Compliance Officer, with Effect from 11 April 2025 M.K. Exim (India) Limited informed that the Board of Directors of the Company at its Meeting held on 11th Day of April, 2025 approved the appointment of Mrs. Bhavna Giamalani (M. No. A56103) as Company Secretary and Compliance Officer of the Company with effect from 11 April, 2025. Mrs. Bhavna Giamalani holds a Professional degree of Company Secretary (M. No. A56103). She is an Associate Member of The Institute of Company Secretaries of India and having deep insight in the area of Corporate Laws & Regulations, Corporate Governance and SEBI related matters. She is also a Law graduate. Buy Or Sell Opportunity • Mar 24
Now 17% overvalued Over the last 90 days, the stock has fallen 16% to ₹71.97. The fair value is estimated to be ₹61.29, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has grown by 7.5%. Valuation Update With 7 Day Price Move • Mar 24
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹71.97, the stock trades at a trailing P/E ratio of 16.4x. Average trailing P/E is 23x in the Luxury industry in India. Total returns to shareholders of 16% over the past three years. Recent Insider Transactions • Feb 21
Whole Time Director recently bought ₹1.1m worth of stock On the 19th of February, Lajwanti Dialani bought around 15k shares on-market at roughly ₹71.60 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₹6.2m more in shares than they have sold in the last 12 months. Reported Earnings • Feb 14
Third quarter 2025 earnings released: EPS: ₹1.38 (vs ₹1.09 in 3Q 2024) Third quarter 2025 results: EPS: ₹1.38 (up from ₹1.09 in 3Q 2024). Revenue: ₹242.3m (up 26% from 3Q 2024). Net income: ₹55.7m (up 27% from 3Q 2024). Profit margin: 23% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings. Announcement • Feb 04
M.K. Exim (India) Limited to Report Q3, 2025 Results on Feb 12, 2025 M.K. Exim (India) Limited announced that they will report Q3, 2025 results at 3:30 PM, Indian Standard Time on Feb 12, 2025 Buy Or Sell Opportunity • Jan 28
Now 24% overvalued Over the last 90 days, the stock has fallen 9.6% to ₹80.78. The fair value is estimated to be ₹65.23, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Board Change • Dec 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. Non-Executive Independent Director Gaurav Patodia 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. Announcement • Nov 05
M.K. Exim (India) Limited to Report Q2, 2025 Results on Nov 12, 2024 M.K. Exim (India) Limited announced that they will report Q2, 2025 results on Nov 12, 2024 Upcoming Dividend • Sep 06
Upcoming dividend of ₹0.50 per share Eligible shareholders must have bought the stock before 13 September 2024. Payment date: 21 October 2024. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.0%). In line with average of industry peers (0.5%). Announcement • Aug 26
M.K. Exim (India) Limited, Annual General Meeting, Sep 21, 2024 M.K. Exim (India) Limited, Annual General Meeting, Sep 21, 2024, at 11:00 Indian Standard Time. Reported Earnings • Aug 11
First quarter 2025 earnings released: EPS: ₹0.90 (vs ₹0.93 in 1Q 2024) First quarter 2025 results: EPS: ₹0.90 (down from ₹0.93 in 1Q 2024). Revenue: ₹204.3m (down 21% from 1Q 2024). Net income: ₹36.3m (down 3.1% from 1Q 2024). Profit margin: 18% (up from 14% in 1Q 2024). The increase in margin was driven by lower expenses. Buy Or Sell Opportunity • Aug 11
Now 22% overvalued Over the last 90 days, the stock has fallen 4.6% to ₹80.52. The fair value is estimated to be ₹66.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Announcement • Aug 02
M.K. Exim (India) Limited to Report Q1, 2025 Results on Aug 10, 2024 M.K. Exim (India) Limited announced that they will report Q1, 2025 results at 3:30 PM, Indian Standard Time on Aug 10, 2024 Recent Insider Transactions • Jun 26
Whole Time Director recently bought ₹692k worth of stock On the 24th of June, Lajwanti Dialani bought around 10k shares on-market at roughly ₹71.58 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth ₹2.0m. Insiders have collectively bought ₹5.9m more in shares than they have sold in the last 12 months. New Risk • Jun 05
New minor risk - Dividend sustainability The company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 0.7% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. 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. Market cap is less than US$100m (₹2.80b market cap, or US$33.6m). Announcement • May 31
M.K. Exim (India) Limited Recommends Final Dividend for the Financial Year Ended March 31, 2024 M.K. Exim (India) Limited recommended final dividend of INR 0.50 per Equity Share for the Financial Year ended 31st March, 2024 subject To Approve the members at the up coming Annual General Meeting (AGM). Announcement • May 23
M.K. Exim (India) Limited to Report Q4, 2024 Results on May 29, 2024 M.K. Exim (India) Limited announced that they will report Q4, 2024 results on May 29, 2024 Valuation Update With 7 Day Price Move • Apr 25
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to ₹89.96, the stock trades at a trailing P/E ratio of 22.8x. Average forward P/E is 26x in the Luxury industry in India. Total returns to shareholders of 1,216% over the past three years. Recent Insider Transactions • Mar 19
Whole Time Director recently bought ₹197k worth of stock On the 15th of March, Lajwanti Dialani bought around 3k shares on-market at roughly ₹68.62 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth ₹360k. Insiders have collectively bought ₹1.6m more in shares than they have sold in the last 12 months. Reported Earnings • Feb 07
Third quarter 2024 earnings released: EPS: ₹1.63 (vs ₹1.71 in 3Q 2023) Third quarter 2024 results: EPS: ₹1.63 (down from ₹1.71 in 3Q 2023). Revenue: ₹193.8m (down 36% from 3Q 2023). Net income: ₹43.8m (down 37% from 3Q 2023). Profit margin: 23% (in line with 3Q 2023). Revenue is forecast to grow 37% p.a. on average during the next 2 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 22% per year but the company’s share price has increased by 138% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jan 30
M.K. Exim (India) Limited to Report Q3, 2024 Results on Feb 06, 2024 M.K. Exim (India) Limited announced that they will report Q3, 2024 results on Feb 06, 2024 Price Target Changed • Jan 20
Price target decreased by 19% to ₹100.00 Down from ₹123, the current price target is provided by 1 analyst. New target price is 10% below last closing price of ₹111. Stock is up 84% over the past year. The company posted earnings per share of ₹4.12 last year. Valuation Update With 7 Day Price Move • Jan 08
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹144, the stock trades at a trailing P/E ratio of 31.9x. Average trailing P/E is 28x in the Luxury industry in India. Total returns to shareholders of 1,811% over the past three years. Recent Insider Transactions • Jan 02
Whole Time Director recently bought ₹349k worth of stock On the 28th of December, Lajwanti Dialani bought around 3k shares on-market at roughly ₹116 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth ₹360k. Insiders have collectively bought ₹1.4m more in shares than they have sold in the last 12 months. Recent Insider Transactions • Dec 27
Whole Time Director recently bought ₹360k worth of stock On the 22nd of December, Lajwanti Dialani bought around 3k shares on-market at roughly ₹120 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₹1.1m more in shares than they have sold in the last 12 months. New Risk • Dec 03
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 50% 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: Major Risk Share price has been highly volatile over the past 3 months (8.8% average weekly change). Minor Risks Shareholders have been diluted in the past year (50% increase in shares outstanding). Market cap is less than US$100m (₹5.15b market cap, or US$62.0m). Valuation Update With 7 Day Price Move • Nov 30
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to ₹128, the stock trades at a trailing P/E ratio of 18.6x. Average trailing P/E is 26x in the Luxury industry in India. Total returns to shareholders of 1,861% over the past three years. New Risk • Nov 28
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 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.6% average weekly change). Market cap is less than US$100m (₹3.25b market cap, or US$39.1m). Reported Earnings • Nov 08
Second quarter 2024 earnings released: EPS: ₹1.54 (vs ₹2.57 in 2Q 2023) Second quarter 2024 results: EPS: ₹1.54 (down from ₹2.57 in 2Q 2023). Revenue: ₹267.7m (down 12% from 2Q 2023). Net income: ₹41.4m (down 40% from 2Q 2023). Profit margin: 16% (down from 23% in 2Q 2023). The decrease in margin was driven by lower revenue. 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 156% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Oct 28
M.K. Exim (India) Limited to Report Q2, 2024 Results on Nov 06, 2023 M.K. Exim (India) Limited announced that they will report Q2, 2024 results on Nov 06, 2023 Recent Insider Transactions • Sep 15
Whole Time Director recently bought ₹550k worth of stock On the 12th of September, Lajwanti Dialani bought around 5k shares on-market at roughly ₹109 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₹809k more in shares than they have sold in the last 12 months. Reported Earnings • Aug 05
First quarter 2024 earnings released: EPS: ₹1.39 (vs ₹0.70 in 1Q 2023) First quarter 2024 results: EPS: ₹1.39 (up from ₹0.70 in 1Q 2023). Revenue: ₹266.1m (up 25% from 1Q 2023). Net income: ₹37.4m (up 100% from 1Q 2023). Profit margin: 14% (up from 8.8% in 1Q 2023). The increase in margin was driven by higher revenue. 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 135% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Aug 05
M.K. Exim (India) Limited, Annual General Meeting, Sep 05, 2023 M.K. Exim (India) Limited, Annual General Meeting, Sep 05, 2023, at 11:00 Indian Standard Time. Location: the Registered Office of the Company at G-1/150, Garment Zone, E.P.I.P RIICO Industrial Area,Sitapura, Tonk Road Jaipur Rajasthan India Agenda: To consider material related party transactions; to consider re-appointment of Mrs. Priya Murlidhar Makhija as Independent Director for consecutive second term of five years with effect from April 11, 2024 to April 10, 2029; and to consider other matters. Announcement • Jul 28
M.K. Exim (India) Limited to Report Q1, 2024 Results on Aug 04, 2023 M.K. Exim (India) Limited announced that they will report Q1, 2024 results on Aug 04, 2023 Valuation Update With 7 Day Price Move • Jun 19
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₹95.14, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 21x in the Luxury industry in India. Total returns to shareholders of 1,130% over the past three years. Recent Insider Transactions • Jun 18
Executive Director recently bought ₹169k worth of stock On the 15th of June, Lajwanti Dialani bought around 2k shares on-market at roughly ₹84.50 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₹259k more in shares than they have sold in the last 12 months. Reported Earnings • Jun 03
Full year 2023 earnings released: EPS: ₹6.08 (vs ₹4.95 in FY 2022) Full year 2023 results: EPS: ₹6.08 (up from ₹4.95 in FY 2022). Revenue: ₹1.07b (up 46% from FY 2022). Net income: ₹163.6m (up 23% from FY 2022). Profit margin: 15% (down from 18% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has increased by 140% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Feb 14
Third quarter 2023 earnings released: EPS: ₹2.57 (vs ₹1.83 in 3Q 2022) Third quarter 2023 results: EPS: ₹2.57 (up from ₹1.83 in 3Q 2022). Revenue: ₹304.1m (up 54% from 3Q 2022). Net income: ₹69.1m (up 40% from 3Q 2022). Profit margin: 23% (down from 25% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has increased by 146% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Feb 03
M.K. Exim (India) Limited to Report Q3, 2023 Results on Feb 11, 2023 M.K. Exim (India) Limited announced that they will report Q3, 2023 results on Feb 11, 2023 Announcement • Dec 15
M.K. Exim (India) Limited Appoints Kumar Tripathi as Chief Financial Officer The board of directors of M.K. Exim (India) Limited held its meeting on December 14, 2022 appointed Kumar Tripathi as the Chief Financial Officer with immediate effect. Qualifications: Bachelor's degree in Commerce. He has 11 years' experience in finance, accounting and audit. He is working in this Company as Manager -- Accounts since Feb.2021. Announcement • Nov 01
M.K. Exim (India) Limited Announces Resignation of Mahaveer Prasad Jain as Chief Financial Officer M.K. Exim (India) Limited announced that Mr. Mahaveer Prasad Jain, has resigned from the position of Chief Financial Officer (Key Managerial Personnel) of the Company with effect from close of business hours on October 31, 2022. Recent Insider Transactions • Sep 25
Executive Director recently bought ₹90k worth of stock On the 21st of September, Lajwanti Dialani bought around 1k shares on-market at roughly ₹90.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Announcement • Aug 27
M.K. Exim (India) Limited, Annual General Meeting, Sep 30, 2022 M.K. Exim (India) Limited, Annual General Meeting, Sep 30, 2022, at 11:00 Indian Standard Time. Location: G-1/150, Garment Zone, E.P.I.P. RIICO Industrial Area, Sitapura, Tonk Road Jaipur Rajasthan India Agenda: To receive, consider and adopt the Audited Standalone Financial Statements and Audited Consolidated Financial Statements of the Company for the year ended 31 March 2022 together with Report of Auditors and the Board of Directors thereon and to pass the resolution as an ordinary resolution; to consider and appoint a Director in place of Mr. Murli Wadhumal Dialani who retires by rotation and being eligible, offers himself for re-appointment and to pass the resolution as an ordinary resolution; to consider re-appointment of Mrs. Lajwanti Murlidhar Dialani as Whole Time Director; to consider appointment of Mr. Gaurav Laxmikant Patodia as Independent Director of the Company; to consider the approval of Material Related Party Transaction(s) between the Company and M/s Manish Overseas; and to consider any other matters. Valuation Update With 7 Day Price Move • Aug 06
Investor sentiment deteriorated over the past week After last week's 18% share price decline to ₹70.55, the stock trades at a trailing P/E ratio of 15x. Average trailing P/E is 13x in the Luxury industry in India. Total returns to shareholders of 2,300% over the past three years. Reported Earnings • Jul 31
First quarter 2023 earnings released: EPS: ₹0.70 (vs ₹0.91 in 1Q 2022) First quarter 2023 results: EPS: ₹0.70 (down from ₹0.91 in 1Q 2022). Revenue: ₹217.9m (up 17% from 1Q 2022). Net income: ₹18.7m (down 24% from 1Q 2022). Profit margin: 8.6% (down from 13% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has increased by 203% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jul 23
M.K. Exim (India) Limited to Report Q1, 2023 Results on Jul 30, 2022 M.K. Exim (India) Limited announced that they will report Q1, 2023 results on Jul 30, 2022 Reported Earnings • Jun 04
Full year 2022 earnings released: EPS: ₹4.92 (vs ₹3.51 in FY 2021) Full year 2022 results: EPS: ₹4.92 (up from ₹3.51 in FY 2021). Revenue: ₹731.8m (up 27% from FY 2021). Net income: ₹132.5m (up 65% from FY 2021). Profit margin: 18% (up from 14% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has increased by 176% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 22
M.K. Exim (India) Limited to Report Q4, 2022 Results on May 30, 2022 M.K. Exim (India) Limited announced that they will report Q4, 2022 results on May 30, 2022 Reported Earnings • Feb 16
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: ₹1.83 (up from ₹1.45 in 3Q 2021). Revenue: ₹197.4m (up 9.4% from 3Q 2021). Net income: ₹49.3m (up 58% from 3Q 2021). Profit margin: 25% (up from 17% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 117% per year but the company’s share price has increased by 334% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Feb 03
M.K. Exim (India) Limited to Report Q3, 2022 Results on Feb 10, 2022 M.K. Exim (India) Limited announced that they will report Q3, 2022 results on Feb 10, 2022 Valuation Update With 7 Day Price Move • Feb 02
Investor sentiment improved over the past week After last week's 16% share price gain to ₹302, the stock trades at a trailing P/E ratio of 33.7x. Average trailing P/E is 15x in the Luxury industry in India. Total returns to shareholders of 5,302% over the past three years. Valuation Update With 7 Day Price Move • Nov 25
Investor sentiment improved over the past week After last week's 21% share price gain to ₹110, the stock trades at a trailing P/E ratio of 12.3x. Average trailing P/E is 12x in the Luxury industry in India. Total returns to shareholders of 801% over the past three years. Board Change • Nov 09
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Priya Makhija was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Oct 04
Investor sentiment improved over the past week After last week's 17% share price gain to ₹94.05, the stock trades at a trailing P/E ratio of 10.5x. Average trailing P/E is 16x in the Luxury industry in India. Total returns to shareholders of 1,063% over the past three years. Valuation Update With 7 Day Price Move • Aug 23
Investor sentiment deteriorated over the past week After last week's 16% share price decline to ₹70.90, the stock trades at a trailing P/E ratio of 6.7x. Average trailing P/E is 16x in the Luxury industry in India. Total returns to shareholders of 569% over the past three years. Valuation Update With 7 Day Price Move • Jul 22
Investor sentiment improved over the past week After last week's 16% share price gain to ₹71.75, the stock trades at a trailing P/E ratio of 6.8x. Average trailing P/E is 21x in the Luxury industry in India. Total returns to shareholders of 725% over the past three years. Valuation Update With 7 Day Price Move • Jul 03
Investor sentiment improved over the past week After last week's 18% share price gain to ₹42.45, the stock trades at a trailing P/E ratio of 4.8x. Average trailing P/E is 19x in the Luxury industry in India. Total returns to shareholders of 471% over the past three years. Valuation Update With 7 Day Price Move • May 24
Investor sentiment improved over the past week After last week's 17% share price gain to ₹35.40, the stock trades at a trailing P/E ratio of 4x. Average trailing P/E is 17x in the Luxury industry in India. Total returns to shareholders of 358% over the past three years. Is New 90 Day High Low • Mar 03
New 90-day high: ₹32.00 The company is up 64% from its price of ₹19.55 on 03 December 2020. The Indian market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 15% over the same period. Valuation Update With 7 Day Price Move • Feb 08
Investor sentiment improved over the past week After last week's 17% share price gain to ₹26.85, the stock is trading at a trailing P/E ratio of 4.2x, up from the previous P/E ratio of 3.6x. This compares to an average P/E of 20x in the Luxury industry in India. Total returns to shareholders over the past three years are 169%. Announcement • Feb 06
M.K. Exim (India) Limited to Report Q3, 2021 Results on Feb 13, 2021 M.K. Exim (India) Limited announced that they will report Q3, 2021 results on Feb 13, 2021 Is New 90 Day High Low • Feb 05
New 90-day high: ₹24.95 The company is up 28% from its price of ₹19.50 on 06 November 2020. The Indian market is up 23% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 23% over the same period. Valuation Update With 7 Day Price Move • Dec 29
Investor sentiment improved over the past week After last week's 21% share price gain to ₹24.45, the stock is trading at a trailing P/E ratio of 3.8x, up from the previous P/E ratio of 3.2x. This compares to an average P/E of 19x in the Luxury industry in India. Total returns to shareholders over the past three years are 149%. Is New 90 Day High Low • Dec 29
New 90-day high: ₹24.45 The company is up 31% from its price of ₹18.70 on 30 September 2020. The Indian market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 26% over the same period. Valuation Update With 7 Day Price Move • Dec 09
Market bids up stock over the past week After last week's 20% share price gain to ₹23.85, the stock is trading at a trailing P/E ratio of 3.8x, up from the previous P/E ratio of 3.1x. This compares to an average P/E of 18x in the Luxury industry in India. Total returns to shareholders over the past three years are 150%. Is New 90 Day High Low • Dec 07
New 90-day high: ₹21.45 The company is up 15% from its price of ₹18.60 on 08 September 2020. The Indian market is up 16% 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. Valuation Update With 7 Day Price Move • Nov 21
Market bids up stock over the past week After last week's 21% share price gain to ₹19.50, the stock is trading at a trailing P/E ratio of 6.5x, up from the previous P/E ratio of 5.4x. This compares to an average P/E of 16x in the Luxury industry in India. Total returns to shareholders over the past three years are 138%. Valuation Update With 7 Day Price Move • Nov 16
Market pulls back on stock over the past week After last week's 17% share price decline to ₹16.10, the stock is trading at a trailing P/E ratio of 5.4x, down from the previous P/E ratio of 6.5x. This compares to an average P/E of 16x in the Luxury industry in India. Total returns to shareholders over the past three years are 83%. 
