Valuation Update With 7 Day Price Move • Apr 06
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₹88.71, the stock trades at a trailing P/E ratio of 3.8x. Average trailing P/E is 20x in the Consumer Services industry in India. Total loss to shareholders of 61% over the past three years. Announcement • Feb 04
CP Capital Limited to Report Q3, 2026 Results on Feb 12, 2026 CP Capital Limited announced that they will report Q3, 2026 results at 12:08 PM, Indian Standard Time on Feb 12, 2026 Announcement • Nov 07
CP Capital Limited to Report Q2, 2026 Results on Nov 14, 2025 CP Capital Limited announced that they will report Q2, 2026 results on Nov 14, 2025 Reported Earnings • Aug 14
First quarter 2026 earnings released: EPS: ₹5.93 (vs ₹10.91 in 1Q 2025) First quarter 2026 results: EPS: ₹5.93 (down from ₹10.91 in 1Q 2025). Revenue: ₹194.2m (down 41% from 1Q 2025). Net income: ₹107.8m (down 46% from 1Q 2025). Profit margin: 56% (down from 60% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Announcement • Aug 13
CP Capital Limited, Annual General Meeting, Sep 29, 2025 CP Capital Limited, Annual General Meeting, Sep 29, 2025, at 16:00 Indian Standard Time. Announcement • Aug 09
CP Capital Limited to Report Q1, 2026 Results on Aug 13, 2025 CP Capital Limited announced that they will report Q1, 2026 results on Aug 13, 2025 Reported Earnings • Jun 02
Full year 2025 earnings released: EPS: ₹20.95 (vs ₹31.37 in FY 2024) Full year 2025 results: EPS: ₹20.95 (down from ₹31.37 in FY 2024). Revenue: ₹666.1m (down 40% from FY 2024). Net income: ₹381.2m (down 33% from FY 2024). Profit margin: 57% (up from 51% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • May 30
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to ₹166, the stock trades at a trailing P/E ratio of 5x. Average trailing P/E is 38x in the Consumer Services industry in India. Total returns to shareholders of 52% over the past three years. Announcement • May 22
CP Capital Limited to Report Q4, 2025 Results on May 30, 2025 CP Capital Limited announced that they will report Q4, 2025 results on May 30, 2025 New Risk • May 09
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 5.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (5.9% average weekly change). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (₹7.16b market cap, or US$83.5m). Valuation Update With 7 Day Price Move • May 09
Investor sentiment deteriorates as stock falls 37% After last week's 37% share price decline to ₹246, the stock trades at a trailing P/E ratio of 7.4x. Average trailing P/E is 42x in the Consumer Services industry in India. Total returns to shareholders of 136% over the past three years. Announcement • May 05
Cp Capital Limited Announces Resignation of Jagdish Prasad Sarda as Independent Director; Chairman of Nomination and Remuneration Committee, Member of the Stakeholders Relationship Committee and Audit Committee, Effective May 3, 2025 CP Capital Limited announced that Mr. Jagdish Prasad Sarda (DIN: 07654623), has tendered his resignation as Independent Director and consequently ceased to be a Director of the Company effective from the close of business hours on 03 May, 2025 due to pre-occupation and other personal commitments. Consequently, he shall also cease to be a Chairman of Nomination and Remuneration Committee, Member of the Stakeholders Relationship Committee and Audit Committee of the Company. Declared Dividend • Feb 16
Third quarter dividend of ₹1.00 announced Dividend of ₹1.00 is the same as last year. Ex-date: 21st February 2025 Payment date: 13th March 2025 Dividend yield will be 1.2%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (3% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Announcement • Feb 14
Career Point Limited Declares Third Interim Dividend for the Financial Year 2024-25, Payable on or Before March 13, 2025 Career Point Limited informed that in the meeting of the Board of Directors of the Company held on February 14, 2025, declared third Interim dividend for the financial year 2024-25 at INR 1 per equity share i.e. 10% on the face value of INR 10 per share. The said interim dividend will be paid on or before March 13, 2025. Record date for determination the eligibility of shareholders for payment of interim dividend will be February 21, 2025. Announcement • Feb 06
Career Point Limited to Report Q3, 2025 Results on Feb 14, 2025 Career Point Limited announced that they will report Q3, 2025 results on Feb 14, 2025 Announcement • Feb 04
Career Point Limited Approves the Appointment of Nikhar Jain as Non-Executive Independent Director Career Point Limited approved the appointment of Mr. Nikhar Jain (DIN: 05187475) as Non-Executive Independent Director of the Company, through postal ballot. Qualification: Chartered Accountant Institute of Chartered Accountants of India; Master in Commerce (M.Com.) from Kota University. Mr. Nikhar Jain is a fellow member of Institute of Chartered Accountant of India (ICAI) besides holding Certificate of Practice. He has more than thirteen years of rich exposure in the areas of auditing, taxation and Company Law matters etc. He is a senior partner of M/s Nikhar Jain & Co., Kota, Rajasthan. Mr. NIkhar Jain holds post degree in Commerce. He secured all India 21st rank in ICAI final exam held on November 2010. Appointment as a Non-Executive Independent Director for a period of five years with effect from November 11, 2024, not liable to retire by rotation. New Risk • Jan 29
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: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.5% average weekly change). Market cap is less than US$100m (₹6.39b market cap, or US$73.8m). Valuation Update With 7 Day Price Move • Jan 20
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹392, the stock trades at a trailing P/E ratio of 11.5x. Average trailing P/E is 51x in the Consumer Services industry in India. Total returns to shareholders of 196% over the past three years. Announcement • Jan 03
Career Point Limited Appoints Mahesh Bhangriya as Chief Financial Officer The Board of Directors of Career Point Edutech Limited in their meeting held on December 31, 2024 approved the appointment of Mr. Mahesh Bhangriya as the Chief Financial Officer (CFO) of Career Point Edutech Limited, effective from December 31, 2024. Mr. Mahesh Bhangriya has over two decades of professional experience in the areas of Finance and related functions including Corporate Strategy, M&A, Business Consulting, Fund Raising, Investor Relations and Equity Research in India and global markets. An alumnus of IIM Bangalore and ICFAI Business School Hyderabad, Mr. Bhangriya holds a doctorate and post-graduation in management and is also a qualified social auditor as well as a certified independent director. At Career Point Limited, he was designated as Vice-President - Corporate Strategy. New Risk • Nov 18
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: ₹8.51b (US$100.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (₹8.51b market cap, or US$100.8m). Valuation Update With 7 Day Price Move • Nov 18
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to ₹424, the stock trades at a trailing P/E ratio of 12.7x. Average trailing P/E is 49x in the Consumer Services industry in India. Total returns to shareholders of 215% over the past three years. Declared Dividend • Nov 13
First quarter dividend of ₹1.00 announced Shareholders will receive a dividend of ₹1.00. Ex-date: 29th November 2024 Payment date: 10th December 2024 Dividend yield will be 0.9%, which is lower than the industry average of 1.1%. Sustainability & Growth Dividend is covered by earnings (10% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Upcoming Dividend • Aug 23
Upcoming dividend of ₹1.00 per share Eligible shareholders must have bought the stock before 30 August 2024. Payment date: 11 September 2024. Payout ratio is a comfortable 9.6% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.1%). Lower than average of industry peers (1.3%). Reported Earnings • Aug 16
First quarter 2025 earnings released: EPS: ₹10.91 (vs ₹8.93 in 1Q 2024) First quarter 2025 results: EPS: ₹10.91 (up from ₹8.93 in 1Q 2024). Revenue: ₹330.3m (up 7.7% from 1Q 2024). Net income: ₹198.5m (up 22% from 1Q 2024). Profit margin: 60% (up from 53% in 1Q 2024). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth. Announcement • Aug 07
Career Point Limited Declares Final Dividend for the Financial Year Ended March 31, 2024 Career Point Limited announced at the AGM held on August 5, 2024, declared a final dividend at the rate of INR 1/- per equity share of INR 10 each fully paid-up on equity shares of the Company for the financial year ended March 31, 2024. Announcement • Aug 05
Career Point Limited to Report Q1, 2025 Results on Aug 13, 2024 Career Point Limited announced that they will report Q1, 2025 results on Aug 13, 2024 Valuation Update With 7 Day Price Move • Jul 30
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to ₹533, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 45x in the Consumer Services industry in India. Total returns to shareholders of 241% over the past three years. Upcoming Dividend • Jul 22
Upcoming dividend of ₹1.00 per share Eligible shareholders must have bought the stock before 29 July 2024. Payment date: 04 September 2024. Payout ratio is a comfortable 9.6% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Indian dividend payers (1.1%). Lower than average of industry peers (1.3%). Reported Earnings • Jul 15
Full year 2024 earnings released: EPS: ₹31.37 (vs ₹6.57 in FY 2023) Full year 2024 results: EPS: ₹31.37 (up from ₹6.57 in FY 2023). Revenue: ₹1.11b (up 24% from FY 2023). Net income: ₹570.7m (up 377% from FY 2023). Profit margin: 51% (up from 13% in FY 2023). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth. Reported Earnings • May 28
Full year 2024 earnings released: EPS: ₹31.37 (vs ₹6.57 in FY 2023) Full year 2024 results: EPS: ₹31.37 (up from ₹6.57 in FY 2023). Revenue: ₹1.15b (up 28% from FY 2023). Net income: ₹570.7m (up 377% from FY 2023). Profit margin: 50% (up from 13% in FY 2023). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth. Announcement • May 22
Career Point Limited to Report Q4, 2024 Results on May 27, 2024 Career Point Limited announced that they will report Q4, 2024 results on May 27, 2024 Valuation Update With 7 Day Price Move • Apr 25
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹371, the stock trades at a trailing P/E ratio of 25.5x. Average trailing P/E is 48x in the Consumer Services industry in India. Total returns to shareholders of 220% over the past three years. Upcoming Dividend • Feb 16
Upcoming dividend of ₹1.00 per share Eligible shareholders must have bought the stock before 23 February 2024. Payment date: 14 March 2024. Payout ratio is a comfortable 14% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Indian dividend payers (1.2%). Lower than average of industry peers (1.1%). Declared Dividend • Feb 15
Dividend of ₹1.00 announced Shareholders will receive a dividend of ₹1.00. Ex-date: 23rd February 2024 Payment date: 14th March 2024 Dividend yield will be 1.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (7% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. Earnings per share has grown by 3.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Feb 14
Third quarter 2024 earnings released: EPS: ₹8.27 (vs ₹6.00 in 3Q 2023) Third quarter 2024 results: EPS: ₹8.27 (up from ₹6.00 in 3Q 2023). Revenue: ₹280.9m (up 16% from 3Q 2023). Net income: ₹150.5m (up 38% from 3Q 2023). Profit margin: 54% (up from 45% in 3Q 2023). The increase in margin was primarily 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 only increased by 19% per year, which means it is significantly lagging earnings growth. Announcement • Feb 06
Career Point Limited to Report Q3, 2024 Results on Feb 13, 2024 Career Point Limited announced that they will report Q3, 2024 results on Feb 13, 2024 Valuation Update With 7 Day Price Move • Jan 24
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹269, the stock trades at a trailing P/E ratio of 22x. Average trailing P/E is 34x in the Consumer Services industry in India. Total returns to shareholders of 75% over the past three years. Valuation Update With 7 Day Price Move • Jan 09
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to ₹233, the stock trades at a trailing P/E ratio of 19.1x. Average trailing P/E is 36x in the Consumer Services industry in India. Total returns to shareholders of 50% over the past three years. Upcoming Dividend • Nov 17
Upcoming dividend of ₹1.00 per share at 0.9% yield Eligible shareholders must have bought the stock before 24 November 2023. Payment date: 07 December 2023. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (1.4%). Reported Earnings • Nov 11
Second quarter 2024 earnings released: EPS: ₹6.34 (vs ₹4.48 in 2Q 2023) Second quarter 2024 results: EPS: ₹6.34 (up from ₹4.48 in 2Q 2023). Revenue: ₹256.8m (up 38% from 2Q 2023). Net income: ₹115.2m (up 41% from 2Q 2023). Profit margin: 45% (up from 44% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Announcement • Nov 09
Career Point Limited Declares Interim Dividend for the Financial Year 2023-24, Payable on or Before December 07, 2023 Career Point Limited announced at the board meeting held on November 8, 2023, Declared Interim dividend for the financial year 2023-24 at INR 1/- per equity share i.e. 10%on the face value of INR 10/- per share. The said interim dividend will be paid on or before December 07, 2023. Record date for determination the eligibility of shareholders for payment of interim dividend will be November 17, 2023. Valuation Update With 7 Day Price Move • Oct 30
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹222, the stock trades at a trailing P/E ratio of 21.5x. Average trailing P/E is 33x in the Consumer Services industry in India. Total returns to shareholders of 36% over the past three years. Upcoming Dividend • Sep 14
Upcoming dividend of ₹1.00 per share at 1.0% yield Eligible shareholders must have bought the stock before 21 September 2023. Payment date: 28 October 2023. Payout ratio is a comfortable 30% but the company is paying out more than the cash it is generating. Trailing yield: 1.0%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (1.3%). Announcement • Aug 15
Career Point Limited, Annual General Meeting, Sep 28, 2023 Career Point Limited, Annual General Meeting, Sep 28, 2023, at 16:00 Indian Standard Time. Reported Earnings • Aug 15
First quarter 2024 earnings released: EPS: ₹8.93 (vs ₹5.23 in 1Q 2023) First quarter 2024 results: EPS: ₹8.93 (up from ₹5.23 in 1Q 2023). Revenue: ₹306.7m (up 56% from 1Q 2023). Net income: ₹162.5m (up 71% from 1Q 2023). Profit margin: 53% (up from 48% 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 7% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Aug 08
Career Point Limited to Report Q1, 2024 Results on Aug 14, 2023 Career Point Limited announced that they will report Q1, 2024 results on Aug 14, 2023 Announcement • Aug 05
Career Point Limited Announces the Resignation of Vishal Jain as Non-Executive Independent Director Career Point Limited announced Mr. Vishal Jain, Non-Executive Independent Director vide his letter dated August 03, 2023 has submitted his resignation as an Independent Director of the Company due to his pre occupation and personal reasons effective August 03, 2023. Names of listed entities in which the resigning director holds directorships, indicating the category of directorship and membership of board committees, if any. Name: Career Point Limited (resigned date. from August 3, 2023); Category: Non-Executive Independent Director; Directorship: 2. Name: Jost's Engineering Co. Ltd; Category: Managing Director; Committees: Corporate Social Responsibility Committee (Member). Announcement • May 31
Career Point Limited Board Recommends Dividend for the Financial Year 2022-23 Career Point Limited informed that in the meeting of the Board of Directors of the Company held on 29 May, 2023 recommended a dividend of INR 1 per share i.e 10% for the financial year 2022-23 subject to the approval of the shareholders at the ensuing Annual General Meeting of the Company. Reported Earnings • May 31
Full year 2023 earnings released: EPS: ₹6.57 (vs ₹12.60 in FY 2022) Full year 2023 results: EPS: ₹6.57 (down from ₹12.60 in FY 2022). Revenue: ₹912.5m (up 68% from FY 2022). Net income: ₹119.5m (down 48% from FY 2022). Profit margin: 13% (down from 42% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • May 29
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to ₹257, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 33x in the Consumer Services industry in India. Total returns to shareholders of 68% over the past three years. Announcement • May 23
Career Point Limited to Report Q4, 2023 Results on May 29, 2023 Career Point Limited announced that they will report Q4, 2023 results on May 29, 2023 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 ₹194, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 40x in the Consumer Services industry in India. Total returns to shareholders of 59% over the past three years. Upcoming Dividend • Feb 17
Upcoming dividend of ₹1.00 per share at 1.3% yield Eligible shareholders must have bought the stock before 24 February 2023. Payment date: 16 March 2023. Trailing yield: 1.3%. Lower than top quartile of Indian dividend payers (1.6%). Lower than average of industry peers (3.2%). Announcement • Feb 15
Career Point Limited Declares Interim Dividend for the Financial Year 2022-23 Payable on or Before March 16, 2023 Career Point Limited at the board meeting held on February 14, 2023 declared Interim dividend for the financial year 2022-23 at INR 1 per equity share i.e. 10% on the face value of INR 10 per share. The said interim dividend will be paid on or before March 16, 2023. Reported Earnings • Feb 15
Third quarter 2023 earnings released: EPS: ₹6.00 (vs ₹3.85 in 3Q 2022) Third quarter 2023 results: EPS: ₹6.00 (up from ₹3.85 in 3Q 2022). Revenue: ₹241.8m (up 62% from 3Q 2022). Net income: ₹109.1m (up 56% from 3Q 2022). Profit margin: 45% (down from 47% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Feb 14
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₹145, the stock trades at a trailing P/E ratio of 9.2x. Average trailing P/E is 40x in the Consumer Services industry in India. Total returns to shareholders of 14% over the past three years. Announcement • Feb 05
Career Point Limited to Report Q3, 2023 Results on Feb 14, 2023 Career Point Limited announced that they will report Q3, 2023 results on Feb 14, 2023 Reported Earnings • Nov 20
Second quarter 2023 earnings released: EPS: ₹4.48 (vs ₹3.06 in 2Q 2022) Second quarter 2023 results: EPS: ₹4.48 (up from ₹3.06 in 2Q 2022). Revenue: ₹195.2m (up 58% from 2Q 2022). Net income: ₹81.7m (up 47% from 2Q 2022). Profit margin: 42% (down from 45% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings. Board Change • Nov 16
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 8 highly experienced directors. Independent Non-Executive Director Divya Sodani was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Sep 14
Upcoming dividend of ₹1.00 per share Eligible shareholders must have bought the stock before 21 September 2022. Payment date: 29 October 2022. Trailing yield: 0.7%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (3.7%). Reported Earnings • Aug 19
First quarter 2023 earnings released: EPS: ₹5.23 (vs ₹3.59 in 1Q 2022) First quarter 2023 results: EPS: ₹5.23 (up from ₹3.59 in 1Q 2022). Revenue: ₹204.9m (up 51% from 1Q 2022). Net income: ₹95.0m (up 46% from 1Q 2022). Profit margin: 46% (down from 48% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Aug 18
Investor sentiment improved over the past week After last week's 18% share price gain to ₹135, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 32x in the Consumer Services industry in India. Total returns to shareholders of 106% over the past three years. Reported Earnings • Jun 04
Full year 2022 earnings released: EPS: ₹12.62 (vs ₹0.079 in FY 2021) Full year 2022 results: EPS: ₹12.62 (up from ₹0.079 in FY 2021). Revenue: ₹593.1m (up 21% from FY 2021). Net income: ₹229.3m (up ₹227.8m from FY 2021). Profit margin: 39% (up from 0.3% in FY 2021). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings. Board Change • Apr 27
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 7 highly experienced directors. Independent Non-Executive Director Divya Sodani was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Feb 13
Third quarter 2022 earnings: EPS in line with expectations, revenues disappoint Third quarter 2022 results: EPS: ₹3.85 (down from ₹4.85 in 3Q 2021). Revenue: ₹149.7m (down 6.6% from 3Q 2021). Net income: ₹70.1m (down 21% from 3Q 2021). Profit margin: 47% (down from 55% in 3Q 2021). Revenue missed analyst estimates by 6.4%. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings. Board Change • Dec 06
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 7 highly experienced directors. Independent Non-Executive Director Divya Sodani was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 15
Second quarter 2022 earnings released: EPS ₹3.06 (vs ₹4.39 in 2Q 2021) The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹132.2m (down 12% from 2Q 2021). Net income: ₹55.7m (down 30% from 2Q 2021). Profit margin: 42% (down from 53% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings. Reported Earnings • Aug 18
First quarter 2022 earnings released: EPS ₹3.59 (vs ₹4.14 in 1Q 2021) The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: ₹144.3m (up 4.5% from 1Q 2021). Net income: ₹65.0m (down 14% from 1Q 2021). Profit margin: 45% (down from 54% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.