New Risk • Mar 13
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 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 17% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (107% payout ratio). Share price has been volatile over the past 3 months (7.5% average weekly change). Revenue is less than US$5m (₹358m revenue, or US$3.9m). Market cap is less than US$100m (₹1.22b market cap, or US$13.2m). Valuation Update With 7 Day Price Move • Mar 13
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹15.20, the stock trades at a trailing P/E ratio of 46.1x. Average trailing P/E is 20x in the Consumer Services industry in India. Total loss to shareholders of 2.2% over the past three years. Reported Earnings • Feb 09
Third quarter 2026 earnings released: ₹0.03 loss per share (vs ₹0.04 profit in 3Q 2025) Third quarter 2026 results: ₹0.03 loss per share (down from ₹0.04 profit in 3Q 2025). Revenue: ₹105.1m (up 30% from 3Q 2025). Net loss: ₹2.37m (down 171% from profit in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings. Announcement • Jan 31
Compucom Software Limited to Report Q3, 2026 Results on Feb 07, 2026 Compucom Software Limited announced that they will report Q3, 2026 results at 12:15 PM, Indian Standard Time on Feb 07, 2026 Announcement • Nov 04
Compucom Software Limited to Report Q2, 2026 Results on Nov 12, 2025 Compucom Software Limited announced that they will report Q2, 2026 results on Nov 12, 2025 Announcement • Sep 30
Compucom Software Limited Approves Final Dividend for the Financial Year Ended on March 31, 2025 Compucom Software Limited at its AGM held on September 27, 2025, approved to declare a final dividend of 10% i.e. INR 0.20 per equity share for the financial year ended on March 31, 2025. Upcoming Dividend • Sep 12
Upcoming dividend of ₹0.20 per share Eligible shareholders must have bought the stock before 19 September 2025. Payment date: 27 October 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.0%. Lower than top quartile of Indian dividend payers (1.2%). Lower than average of industry peers (1.3%). Announcement • Aug 08
Compucom Software Limited, Annual General Meeting, Sep 27, 2025 Compucom Software Limited, Annual General Meeting, Sep 27, 2025, at 16:00 Indian Standard Time. New Risk • Aug 08
New major risk - Revenue and earnings growth Earnings have declined by 3.2% 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 Risk Earnings have declined by 3.2% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (105% payout ratio). Revenue is less than US$5m (₹354m revenue, or US$4.0m). Market cap is less than US$100m (₹1.64b market cap, or US$18.7m). Reported Earnings • Aug 08
First quarter 2026 earnings released: EPS: ₹0.17 (vs ₹0.10 loss in 1Q 2025) First quarter 2026 results: EPS: ₹0.17 (up from ₹0.10 loss in 1Q 2025). Revenue: ₹102.7m (up 39% from 1Q 2025). Net income: ₹13.4m (up ₹21.0m from 1Q 2025). Profit margin: 13% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings. Announcement • Aug 07
Compucom Software Limited Announces Cessation of Baldev Singh as Independent Director, Effective from Closure of Business Hours of 23Rd August 2025 Compucom Software Limited took note of the completion of the 2nd tenure of Mr. Baldev Singh (DIN: 08333652), as an Independent Director (DIN: 08333652) of the Company, who shall ceased effective from closure of business hours of 23rd August 2025 and consequent cessation as member of all the committees of the Board. Announcement • Jul 30
Compucom Software Limited to Report Q1, 2026 Results on Aug 07, 2025 Compucom Software Limited announced that they will report Q1, 2026 results at 12:15 PM, Indian Standard Time on Aug 07, 2025 Announcement • May 20
Compucom Software Limited to Report Q4, 2025 Results on May 27, 2025 Compucom Software Limited announced that they will report Q4, 2025 results on May 27, 2025 Announcement • Apr 04
Pabda Green Energy Two Private Limited acquired Wind Power of Sikar from Compucom Software Limited (BSE:532339) for INR 6 million. Pabda Green Energy Two Private Limited acquired Wind Power of Sikar from Compucom Software Limited (BSE:532339) for INR 6 million on April 3, 2025. A cash consideration of INR 6 million will be paid by Pabda Green Energy Two Private Limited. As part of consideration, INR 6 million is paid towards assets of Wind Power of Sikar.
Pabda Green Energy Two Private Limited completed the acquisition of Wind Power of Sikar from Compucom Software Limited (BSE:532339) on April 3, 2025. New Risk • Mar 07
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 8.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.9% average weekly change). Profit margins are more than 30% lower than last year (2.5% net profit margin). Revenue is less than US$5m (₹325m revenue, or US$3.7m). Market cap is less than US$100m (₹1.77b market cap, or US$20.4m). Reported Earnings • Feb 11
Third quarter 2025 earnings released: EPS: ₹0.04 (vs ₹0.13 in 3Q 2024) Third quarter 2025 results: EPS: ₹0.04 (down from ₹0.13 in 3Q 2024). Revenue: ₹81.1m (down 64% from 3Q 2024). Net income: ₹3.34m (down 67% from 3Q 2024). Profit margin: 4.1% (down from 4.5% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings. Announcement • Feb 03
Compucom Software Limited to Report Q3, 2025 Results on Feb 10, 2025 Compucom Software Limited announced that they will report Q3, 2025 results on Feb 10, 2025 Reported Earnings • Nov 13
Second quarter 2025 earnings released: EPS: ₹0.13 (vs ₹0.43 in 2Q 2024) Second quarter 2025 results: EPS: ₹0.13 (down from ₹0.43 in 2Q 2024). Revenue: ₹102.3m (down 65% from 2Q 2024). Net income: ₹10.6m (down 69% from 2Q 2024). Profit margin: 10% (down from 12% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings. Announcement • Nov 05
Compucom Software Limited to Report Q2, 2025 Results on Nov 11, 2024 Compucom Software Limited announced that they will report Q2, 2025 results on Nov 11, 2024 Valuation Update With 7 Day Price Move • Sep 16
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹38.22, the stock trades at a trailing P/E ratio of 79.3x. Average trailing P/E is 48x in the Consumer Services industry in India. Total returns to shareholders of 196% over the past three years. Announcement • Aug 27
Compucom Software Limited Approves the Declaration of Final Dividend for the Financial Year Ended on March 31, 2024 Compucom Software Limited approved the declaration of Final dividend of 20% i.e. INR 0.40 per equity share for the Financial Year ended on March 31, 2024, at its AGM held on August 24, 2024. Upcoming Dividend • Aug 09
Upcoming dividend of ₹0.40 per share Eligible shareholders must have bought the stock before 16 August 2024. Payment date: 23 September 2024. Payout ratio is a comfortable 60% but the company is not cash flow positive. Trailing yield: 1.3%. Within top quartile of Indian dividend payers (1.1%). In line with average of industry peers (1.3%). Announcement • Jul 25
Compucom Software Limited, Annual General Meeting, Aug 24, 2024 Compucom Software Limited, Annual General Meeting, Aug 24, 2024, at 16:00 Indian Standard Time. Reported Earnings • Jul 25
First quarter 2025 earnings released First quarter 2025 results: Revenue: ₹85.6m (down 12% from 1Q 2024). Net loss: ₹7.63m (down 200% from profit in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings. Announcement • Jul 18
Compucom Software Limited to Report Q1, 2025 Results on Jul 24, 2024 Compucom Software Limited announced that they will report Q1, 2025 results on Jul 24, 2024 Valuation Update With 7 Day Price Move • Jul 16
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹33.00, the stock trades at a trailing P/E ratio of 49.3x. Average trailing P/E is 41x in the Consumer Services industry in India. Total returns to shareholders of 114% over the past three years. Valuation Update With 7 Day Price Move • May 30
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₹28.30, the stock trades at a trailing P/E ratio of 29.6x. Average trailing P/E is 48x in the Consumer Services industry in India. Total returns to shareholders of 179% over the past three years. Announcement • May 19
Compucom Software Limited to Report Q4, 2024 Results on May 24, 2024 Compucom Software Limited announced that they will report Q4, 2024 results on May 24, 2024 Valuation Update With 7 Day Price Move • Apr 24
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₹35.20, the stock trades at a trailing P/E ratio of 36.7x. Average trailing P/E is 47x in the Consumer Services industry in India. Total returns to shareholders of 314% over the past three years. New Risk • Apr 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 8.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.5% average weekly change). Market cap is less than US$100m (₹2.36b market cap, or US$28.2m). Valuation Update With 7 Day Price Move • Apr 04
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to ₹28.15, the stock trades at a trailing P/E ratio of 29.4x. Average trailing P/E is 38x in the Consumer Services industry in India. Total returns to shareholders of 239% over the past three years. Valuation Update With 7 Day Price Move • Mar 13
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₹22.80, the stock trades at a trailing P/E ratio of 23.9x. Average trailing P/E is 33x in the Consumer Services industry in India. Total returns to shareholders of 168% over the past three years. Reported Earnings • Jan 31
Third quarter 2024 earnings released: EPS: ₹0.13 (vs ₹0.07 in 3Q 2023) Third quarter 2024 results: EPS: ₹0.13 (up from ₹0.07 in 3Q 2023). Revenue: ₹237.5m (up 156% from 3Q 2023). Net income: ₹10.1m (up 72% from 3Q 2023). Profit margin: 4.3% (down from 6.4% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jan 31
Compucom Software Limited Announces Management Changes Compucom Software Limited informed that the Board of Directors of the Company in its meeting held on January 30, 2024, have approved the following: Mrs. Swati Jain, as tendered her resignation from her current position as Company Secretary and Compliance Officer (Key Managerial Personnel) of the Company vide letter dated January 30, 2024, to explore opportunities outside the organization. The Board has accepted her resignation, and she will be relieved from her duties effective from end of business hours of January 31,2024. Mrs. Varsha Ranee Choudhary has appointed as a Company Secretary & Compliance Officer (Key Managerial Personnel) of the Company with effect from February 01, 2024. She is an Associate Member of the Institute of Company Secretaries of India (ICSI) and also Post graduate. She has worked in different domains and with various companies including listed and unlisted Companies. She has rich experience of 8 years in the field of secretarial and legal matters, listing compliances, corporate governance, and Corporate Social Responsibilities. Announcement • Jan 23
Compucom Software Limited to Report Q3, 2024 Results on Jan 30, 2024 Compucom Software Limited announced that they will report Q3, 2024 results on Jan 30, 2024 Announcement • Dec 22
Compucom Software Limited Announces Resignation of Ajay Kumar Surana as Director Compucom Software Limited informed that Mr. Ajay Kumar Surana tendered his resignation as a Director of the Company via resignation letter dated December 22, 2023. Mr. Ajay Kumar Surana has been relieved from the service of the company with effect from close of business hours on December 22, 2023. Reason for change: Resignation due to his personal reasons. Recent Insider Transactions • Dec 09
Non-Executive Director recently sold ₹3.7m worth of stock On the 3rd of December, Ajay Surana sold around 90k shares on-market at roughly ₹40.92 per share. This transaction amounted to 90% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹6.9m more than they bought in the last 12 months. Valuation Update With 7 Day Price Move • Dec 08
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to ₹33.35, the stock trades at a trailing P/E ratio of 37.1x. Average trailing P/E is 37x in the Consumer Services industry in India. Total returns to shareholders of 255% over the past three years. Recent Insider Transactions • Dec 01
Non-Executive Director recently sold ₹3.5m worth of stock On the 27th of November, Ajay Surana sold around 119k shares on-market at roughly ₹29.43 per share. This transaction amounted to 54% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹1.3m more than they bought in the last 12 months. New Risk • Nov 22
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 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (33% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.9% average weekly change). Profit margins are more than 30% lower than last year (9.8% net profit margin). Market cap is less than US$100m (₹2.29b market cap, or US$27.4m). Valuation Update With 7 Day Price Move • Nov 22
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to ₹28.90, the stock trades at a trailing P/E ratio of 32x. Average trailing P/E is 27x in the Consumer Services industry in India. Total returns to shareholders of 331% over the past three years. Reported Earnings • Nov 08
Second quarter 2024 earnings released: EPS: ₹0.43 (vs ₹0.17 in 2Q 2023) Second quarter 2024 results: EPS: ₹0.43 (up from ₹0.17 in 2Q 2023). Revenue: ₹308.0m (up 182% from 2Q 2023). Net income: ₹34.2m (up 149% from 2Q 2023). Profit margin: 11% (down from 13% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Oct 31
Compucom Software Limited to Report Q2, 2024 Results on Nov 07, 2023 Compucom Software Limited announced that they will report Q2, 2024 results on Nov 07, 2023 Announcement • Sep 28
Compucom Software Limited Announces the Resignation of Amitabh Kaushik as Independent Director, Effective September 27, 2023 Compucom Software Limited announced the resignation of Mr. Amitabh Kaushik (DIN:090333B4) as Independent Director of the Company via resignation letter dated September 27, 2023. Mr. Amitabh Kaushik has been relieved from the service of the company with effect from close of business hours on September 27, 2023. Announcement • Sep 23
Compucom Software Limited Approves Final Dividend for the Financial Year Ended on March 31, 2023 Compucom Software Limited announced that at its Annual General Meeting held on September 20, 2023, approved final dividend of 20% that is INR 0.40 per equity share for the financial year ended on March 31, 2023. Upcoming Dividend • Sep 06
Upcoming dividend of ₹0.40 per share at 1.8% yield Eligible shareholders must have bought the stock before 13 September 2023. Payment date: 20 October 2023. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 1.8%. Within top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (4.0%). Announcement • Aug 12
Compucom Software Limited, Annual General Meeting, Sep 20, 2023 Compucom Software Limited, Annual General Meeting, Sep 20, 2023, at 16:00 Indian Standard Time. Agenda: To consider dividend. Reported Earnings • Aug 11
First quarter 2024 earnings released: EPS: ₹0.10 (vs ₹0.08 in 1Q 2023) First quarter 2024 results: EPS: ₹0.10 (up from ₹0.08 in 1Q 2023). Revenue: ₹103.2m (up 3.6% from 1Q 2023). Net income: ₹7.63m (up 25% from 1Q 2023). Profit margin: 7.4% (up from 6.1% 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 whereas the company’s share price has increased by 37% per year. Valuation Update With 7 Day Price Move • Aug 04
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹22.55, the stock trades at a trailing P/E ratio of 35.6x. Average trailing P/E is 36x in the Consumer Services industry in India. Total returns to shareholders of 216% over the past three years. Announcement • Aug 03
Compucom Software Limited to Report Q1, 2024 Results on Aug 10, 2023 Compucom Software Limited announced that they will report Q1, 2024 results on Aug 10, 2023 Reported Earnings • May 25
Full year 2023 earnings released: EPS: ₹0.63 (vs ₹1.61 in FY 2022) Full year 2023 results: EPS: ₹0.63 (down from ₹1.61 in FY 2022). Revenue: ₹574.4m (up 94% from FY 2022). Net income: ₹50.2m (down 61% from FY 2022). Profit margin: 8.7% (down from 43% 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 56% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth. Announcement • May 23
Compucom Software Limited Recommends Final Dividend for the Financial Year Ended on 31st March 2023 The Board of Directors of Compucom Software Limited in their meeting held on 22 May 2023, recommended Final dividend @20% or INR 0.40 per equity share of INR 2 each for the financial year ended on 31st March 2023. Announcement • May 13
Compucom Software Limited to Report Q4, 2023 Results on May 22, 2023 Compucom Software Limited announced that they will report Q4, 2023 results on May 22, 2023 Recent Insider Transactions • Apr 07
Chairman recently bought ₹1.0m worth of stock On the 31st of March, Surendra Surana bought around 60k shares on-market at roughly ₹17.20 per share. This transaction amounted to 2.9% 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 Surendra's only on-market trade for the last 12 months. Valuation Update With 7 Day Price Move • Mar 23
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹18.80, the stock trades at a trailing P/E ratio of 33x. Average trailing P/E is 40x in the Consumer Services industry in India. Total returns to shareholders of 448% over the past three years. Reported Earnings • Feb 12
Third quarter 2023 earnings released: EPS: ₹0.07 (vs ₹0.60 in 3Q 2022) Third quarter 2023 results: EPS: ₹0.07 (down from ₹0.60 in 3Q 2022). Revenue: ₹92.9m (up 42% from 3Q 2022). Net income: ₹5.90m (down 88% from 3Q 2022). Profit margin: 6.4% (down from 72% 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 72% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth. Announcement • Feb 02
Compucom Software Limited to Report Q3, 2023 Results on Feb 10, 2023 Compucom Software Limited announced that they will report Q3, 2023 results on Feb 10, 2023 Valuation Update With 7 Day Price Move • Dec 23
Investor sentiment deteriorated over the past week After last week's 20% share price decline to ₹17.30, the stock trades at a trailing P/E ratio of 16.3x. Average trailing P/E is 40x in the Consumer Services industry in India. Total returns to shareholders of 144% over the past three years. Board Change • Nov 16
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Director Ajay Surana was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Board Change • Sep 02
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Director Ajay Surana was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Aug 05
Upcoming dividend of ₹0.40 per share Eligible shareholders must have bought the stock before 12 August 2022. Payment date: 23 September 2022. Trailing yield: 1.9%. Within top quartile of Indian dividend payers (1.7%). Lower than average of industry peers (3.8%). Valuation Update With 7 Day Price Move • Jun 10
Investor sentiment deteriorated over the past week After last week's 15% share price decline to ₹19.05, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 36x in the Consumer Services industry in India. Total returns to shareholders of 116% over the past three years. Valuation Update With 7 Day Price Move • May 18
Investor sentiment improved over the past week After last week's 16% share price gain to ₹22.90, the stock trades at a trailing P/E ratio of 14.8x. Average trailing P/E is 43x in the Consumer Services industry in India. Total returns to shareholders of 167% over the past three years. Valuation Update With 7 Day Price Move • Apr 29
Investor sentiment deteriorated over the past week After last week's 16% share price decline to ₹23.40, the stock trades at a trailing P/E ratio of 15.2x. Average trailing P/E is 68x in the Consumer Services industry in India. Total returns to shareholders of 202% over the past three years. Valuation Update With 7 Day Price Move • Mar 14
Investor sentiment improved over the past week After last week's 18% share price gain to ₹25.90, the stock trades at a trailing P/E ratio of 16x. Average trailing P/E is 73x in the Consumer Services industry in India. Total returns to shareholders of 175% over the past three years. Valuation Update With 7 Day Price Move • Feb 21
Investor sentiment deteriorated over the past week After last week's 19% share price decline to ₹23.60, the stock trades at a trailing P/E ratio of 14.9x. Average trailing P/E is 77x in the Consumer Services industry in India. Total returns to shareholders of 169% over the past three years. Reported Earnings • Feb 08
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: ₹0.60 (up from ₹0.02 in 3Q 2021). Revenue: ₹157.9m (up 314% from 3Q 2021). Net income: ₹47.3m (up ₹45.7m from 3Q 2021). Profit margin: 30% (up from 4.2% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 47% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • Jan 05
Non-Executive & Promoter Director recently sold ₹1.9m worth of stock On the 31st of December, Ajay Surana sold around 73k shares on-market at roughly ₹25.60 per share. In the last 3 months, they made an even bigger sale worth ₹1.9m. Insiders have been net sellers, collectively disposing of ₹3.8m more than they bought in the last 12 months. Valuation Update With 7 Day Price Move • Dec 24
Investor sentiment improved over the past week After last week's 28% share price gain to ₹22.05, the stock trades at a trailing P/E ratio of 20.5x. Average trailing P/E is 42x in the Consumer Services industry in India. Total returns to shareholders of 115% over the past three years. Recent Insider Transactions • Nov 30
Non-Executive & Promoter Director recently sold ₹1.9m worth of stock On the 28th of November, Ajay Surana sold around 121k shares on-market at roughly ₹15.88 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Valuation Update With 7 Day Price Move • Oct 04
Investor sentiment improved over the past week After last week's 20% share price gain to ₹15.95, the stock trades at a trailing P/E ratio of 24.1x. Average trailing P/E is 63x in the Consumer Services industry in India. Total returns to shareholders of 56% over the past three years. Upcoming Dividend • Aug 31
Upcoming dividend of ₹0.30 per share Eligible shareholders must have bought the stock before 07 September 2021. Payment date: 15 October 2021. Trailing yield: 2.2%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (1.1%). Reported Earnings • Aug 18
First quarter 2022 earnings released: EPS ₹0.40 (vs ₹0.02 in 1Q 2021) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: ₹110.9m (up 172% from 1Q 2021). Net income: ₹32.0m (up ₹30.6m from 1Q 2021). Profit margin: 29% (up from 3.6% in 1Q 2021). The increase in margin was driven by higher revenue. Valuation Update With 7 Day Price Move • Aug 17
Investor sentiment improved over the past week After last week's 22% share price gain to ₹15.65, the stock trades at a trailing P/E ratio of 65.4x. Average trailing P/E is 65x in the Consumer Services industry in India. Total returns to shareholders of 35% over the past three years. Reported Earnings • Jun 18
Full year 2021 earnings released: EPS ₹0.25 (vs ₹0.054 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹253.6m (up 67% from FY 2020). Net income: ₹19.5m (up 354% from FY 2020). Profit margin: 7.7% (up from 2.8% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings. Executive Departure • Jun 06
Non-Executive & Independent Director Satish Kumar has left the company On the 24th of May, Satish Kumar's tenure as Non-Executive & Independent Director ended after 3.0 years in the role. We don't have any record of a personal shareholding under Satish's name. A total of 2 executives have left over the last 12 months. Executive Departure • Feb 16
Non-Executive & Independent Director has left the company On the 10th of February, Ghisa Chaudhary's tenure as Non-Executive & Independent Director ended after 2.0 years in the role. We don't have any record of a personal shareholding under Ghisa's name. A total of 2 executives have left over the last 12 months. Is New 90 Day High Low • Dec 07
New 90-day high: ₹9.30 The company is up 14% from its price of ₹8.15 on 08 September 2020. The Indian market is up 16% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Services industry, which is up 3.0% over the same period.