Announcement • 20h
Pee Cee Cosma Sope Limited, Annual General Meeting, Sep 29, 2026 Pee Cee Cosma Sope Limited, Annual General Meeting, Sep 29, 2026, at 15:00 Indian Standard Time. Reported Earnings • 22h
First quarter 2027 earnings released: EPS: ₹12.30 (vs ₹11.00 in 1Q 2026) First quarter 2027 results: EPS: ₹12.30 (up from ₹11.00 in 1Q 2026). Revenue: ₹505.2m (up 26% from 1Q 2026). Net income: ₹32.5m (up 12% from 1Q 2026). Profit margin: 6.4% (down from 7.3% in 1Q 2026). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Aug 04
Pee Cee Cosma Sope Limited to Report Q1, 2027 Results on Aug 12, 2026 Pee Cee Cosma Sope Limited announced that they will report Q1, 2027 results on Aug 12, 2026 Valuation Update With 7 Day Price Move • Jul 31
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹351, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 21x in the Household Products industry in India. Total returns to shareholders of 54% over the past three years. Reported Earnings • May 31
Full year 2026 earnings released: EPS: ₹31.50 (vs ₹36.31 in FY 2025) Full year 2026 results: EPS: ₹31.50 (down from ₹36.31 in FY 2025). Revenue: ₹1.58b (up 13% from FY 2025). Net income: ₹83.3m (down 13% from FY 2025). Profit margin: 5.3% (down from 6.8% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 20
Pee Cee Cosma Sope Limited to Report Q4, 2026 Results on May 29, 2026 Pee Cee Cosma Sope Limited announced that they will report Q4, 2026 results on May 29, 2026 Valuation Update With 7 Day Price Move • Apr 24
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₹399, the stock trades at a trailing P/E ratio of 13.2x. Average trailing P/E is 28x in the Household Products industry in India. Total returns to shareholders of 251% over the past three years. Valuation Update With 7 Day Price Move • Apr 06
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₹352, the stock trades at a trailing P/E ratio of 11.6x. Average trailing P/E is 22x in the Household Products industry in India. Total returns to shareholders of 229% over the past three years. New Risk • Feb 09
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.7% average weekly change). Profit margins are more than 30% lower than last year (5.3% net profit margin). Market cap is less than US$100m (₹1.05b market cap, or US$11.6m). Reported Earnings • Feb 07
Third quarter 2026 earnings released: EPS: ₹11.40 (vs ₹11.10 in 3Q 2025) Third quarter 2026 results: EPS: ₹11.40 (up from ₹11.10 in 3Q 2025). Revenue: ₹423.8m (up 24% from 3Q 2025). Net income: ₹30.3m (up 2.6% from 3Q 2025). Profit margin: 7.1% (down from 8.6% 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 27% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jan 29
Pee Cee Cosma Sope Limited to Report Q3, 2026 Results on Feb 06, 2026 Pee Cee Cosma Sope Limited announced that they will report Q3, 2026 results on Feb 06, 2026 New Risk • Jan 20
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: ₹908.6m (US$9.99m) This is considered a major 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: Major Risk Market cap is less than US$10m (₹908.6m market cap, or US$9.99m). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (5.6% net profit margin). New Risk • Nov 21
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.0% average weekly change). Profit margins are more than 30% lower than last year (5.6% net profit margin). Market cap is less than US$100m (₹1.13b market cap, or US$12.8m). New Risk • Nov 12
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.6% Last year net profit margin: 8.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. 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. Profit margins are more than 30% lower than last year (5.6% net profit margin). Market cap is less than US$100m (₹1.22b market cap, or US$13.7m). Reported Earnings • Nov 12
Second quarter 2026 earnings released: EPS: ₹5.50 (vs ₹10.10 in 2Q 2025) Second quarter 2026 results: EPS: ₹5.50 (down from ₹10.10 in 2Q 2025). Revenue: ₹331.3m (up 7.1% from 2Q 2025). Net income: ₹14.5m (down 46% from 2Q 2025). Profit margin: 4.4% (down from 8.6% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Nov 04
Pee Cee Cosma Sope Limited to Report Q2, 2026 Results on Nov 11, 2025 Pee Cee Cosma Sope Limited announced that they will report Q2, 2026 results on Nov 11, 2025 Buy Or Sell Opportunity • Oct 24
Now 24% overvalued after recent price rise Over the last 90 days, the stock has risen 12% to ₹512. The fair value is estimated to be ₹414, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years. Earnings per share has grown by 57%. Buy Or Sell Opportunity • Sep 24
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 7.5% to ₹523. The fair value is estimated to be ₹429, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 57%. Declared Dividend • Sep 03
Dividend of ₹3.00 announced Shareholders will receive a dividend of ₹3.00. Ex-date: 19th September 2025 Payment date: 26th October 2025 Dividend yield will be 0.7%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 29% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Aug 08
First quarter 2026 earnings released: EPS: ₹11.00 (vs ₹12.70 in 1Q 2025) First quarter 2026 results: EPS: ₹11.00 (down from ₹12.70 in 1Q 2025). Revenue: ₹408.3m (up 2.5% from 1Q 2025). Net income: ₹29.1m (down 13% from 1Q 2025). Profit margin: 7.1% (down from 8.4% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 57% per year whereas the company’s share price has increased by 58% per year. Announcement • Aug 02
Pee Cee Cosma Sope Limited to Report Q1, 2026 Results on Aug 07, 2025 Pee Cee Cosma Sope Limited announced that they will report Q1, 2026 results on Aug 07, 2025 Buy Or Sell Opportunity • Jul 30
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 19% to ₹459. The fair value is estimated to be ₹576, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 68%. Buy Or Sell Opportunity • Jul 09
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 20% to ₹450. The fair value is estimated to be ₹576, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 68%. Reported Earnings • May 21
Full year 2025 earnings released: EPS: ₹36.40 (vs ₹39.47 in FY 2024) Full year 2025 results: EPS: ₹36.40 (down from ₹39.47 in FY 2024). Revenue: ₹1.46b (up 9.3% from FY 2024). Net income: ₹96.4m (down 7.7% from FY 2024). Profit margin: 6.6% (down from 7.8% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 68% per year whereas the company’s share price has increased by 65% per year. New Risk • May 20
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 9.4% 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 (9.4% average weekly change). Market cap is less than US$100m (₹1.42b market cap, or US$16.5m). Valuation Update With 7 Day Price Move • May 19
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹669, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 17x in the Household Products industry in Asia. Total returns to shareholders of 494% over the past three years. Reported Earnings • Feb 16
Third quarter 2025 earnings released: EPS: ₹11.10 (vs ₹10.60 in 3Q 2024) Third quarter 2025 results: EPS: ₹11.10 (up from ₹10.60 in 3Q 2024). Revenue: ₹345.1m (up 2.1% from 3Q 2024). Net income: ₹29.5m (up 5.6% from 3Q 2024). Profit margin: 8.5% (up from 8.3% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 66% per year, which means it is significantly lagging earnings growth. 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 ₹705, the stock trades at a trailing P/E ratio of 16.2x. Average trailing P/E is 17x in the Household Products industry in Asia. Total returns to shareholders of 515% over the past three years. Reported Earnings • Nov 12
Second quarter 2025 earnings released: EPS: ₹10.10 (vs ₹9.50 in 2Q 2024) Second quarter 2025 results: EPS: ₹10.10 (up from ₹9.50 in 2Q 2024). Revenue: ₹317.7m (down 2.5% from 2Q 2024). Net income: ₹26.6m (up 5.9% from 2Q 2024). Profit margin: 8.4% (up from 7.7% in 2Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has increased by 85% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Oct 09
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to ₹883, the stock trades at a trailing P/E ratio of 20.5x. Average trailing P/E is 19x in the Household Products industry in Asia. Total returns to shareholders of 515% over the past three years. Valuation Update With 7 Day Price Move • Sep 18
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to ₹726, the stock trades at a trailing P/E ratio of 16.9x. Average trailing P/E is 16x in the Household Products industry in Asia. Total returns to shareholders of 405% over the past three years. Upcoming Dividend • Sep 13
Upcoming dividend of ₹5.00 per share Eligible shareholders must have bought the stock before 20 September 2024. Payment date: 30 October 2024. Payout ratio is a comfortable 7.6% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.0%). Lower than average of industry peers (2.5%). New Risk • Aug 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 8.3% 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 (8.3% average weekly change). Market cap is less than US$100m (₹1.46b market cap, or US$17.3m). Declared Dividend • Aug 17
Dividend increased to ₹5.00 Dividend of ₹5.00 is 150% higher than last year. Ex-date: 20th September 2024 Payment date: 30th October 2024 Dividend yield will be 0.9%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 30% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Aug 15
First quarter 2025 earnings released: EPS: ₹12.70 (vs ₹9.35 in 1Q 2024) First quarter 2025 results: EPS: ₹12.70 (up from ₹9.35 in 1Q 2024). Revenue: ₹405.5m (up 17% from 1Q 2024). Net income: ₹33.5m (up 36% from 1Q 2024). Profit margin: 8.3% (up from 7.1% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 57% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Aug 14
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to ₹542, the stock trades at a trailing P/E ratio of 13.7x. Average trailing P/E is 16x in the Household Products industry in Asia. Total returns to shareholders of 300% over the past three years. Announcement • Aug 14
Pee Cee Cosma Sope Limited, Annual General Meeting, Sep 30, 2024 Pee Cee Cosma Sope Limited, Annual General Meeting, Sep 30, 2024. Announcement • Aug 05
Pee Cee Cosma Sope Limited to Report Q1, 2025 Results on Aug 13, 2024 Pee Cee Cosma Sope Limited announced that they will report Q1, 2025 results on Aug 13, 2024 Reported Earnings • May 30
Full year 2024 earnings released: EPS: ₹39.50 (vs ₹9.40 in FY 2023) Full year 2024 results: EPS: ₹39.50 (up from ₹9.40 in FY 2023). Revenue: ₹1.34b (up 7.8% from FY 2023). Net income: ₹104.4m (up 320% from FY 2023). Profit margin: 7.8% (up from 2.0% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 46% per year whereas the company’s share price has increased by 42% per year. Valuation Update With 7 Day Price Move • Feb 17
Investor sentiment improves as stock rises 47% After last week's 47% share price gain to ₹454, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 21x in the Household Products industry in Asia. Total returns to shareholders of 279% over the past three years. New Risk • Feb 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 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: 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 (7.9% average weekly change). Market cap is less than US$100m (₹1.14b market cap, or US$13.8m). Reported Earnings • Feb 11
Third quarter 2024 earnings released: EPS: ₹10.60 (vs ₹2.90 in 3Q 2023) Third quarter 2024 results: EPS: ₹10.60 (up from ₹2.90 in 3Q 2023). Revenue: ₹339.3m (up 2.7% from 3Q 2023). Net income: ₹27.9m (up 270% from 3Q 2023). Profit margin: 8.2% (up from 2.3% in 3Q 2023). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth. New Risk • Feb 07
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: ₹825.1m (US$9.94m) This is considered a major 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: Major Risk Market cap is less than US$10m (₹825.1m market cap, or US$9.94m). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Valuation Update With 7 Day Price Move • Dec 21
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to ₹346, the stock trades at a trailing P/E ratio of 12.8x. Average trailing P/E is 23x in the Household Products industry in Asia. Total returns to shareholders of 253% over the past three years. Buying Opportunity • Dec 07
Now 21% undervalued Over the last 90 days, the stock is up 14%. The fair value is estimated to be ₹514, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years, while earnings per share has been flat. Reported Earnings • Nov 05
Second quarter 2024 earnings released Second quarter 2024 results: EPS: ₹9.50. Revenue: ₹327.0m (up 14% from 2Q 2023). Net income: ₹25.1m (up ₹23.5m from 2Q 2023). Profit margin: 7.7% (up from 0.6% 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 3% per year but the company’s share price has increased by 72% per year, which means it is tracking significantly ahead of earnings growth. Board Change • Nov 01
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. 3 experienced directors. 3 highly experienced directors. Independent Director Kshitiz Agarwal was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Oct 19
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₹465, the stock trades at a trailing P/E ratio of 49.5x. Average trailing P/E is 24x in the Household Products industry in Asia. Total returns to shareholders of 417% over the past three years. Announcement • Oct 01
Pee Cee Cosma Sope Limited Approves Final Dividend for the Year Ended March 31, 2023 Pee Cee Cosma Sope Limited at its AGM held on September 29, 2023, approved the dividend of INR 2 per equity share, that is 20% on the face value of INR 10 each, fully paid up, as final dividend for the Year ended March 31, 2023. Upcoming Dividend • Sep 14
Upcoming dividend of ₹2.00 per share at 0.6% yield Eligible shareholders must have bought the stock before 21 September 2023. Payment date: 29 October 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (2.0%). Announcement • Sep 02
Pee Cee Cosma Sope Limited, Annual General Meeting, Sep 29, 2023 Pee Cee Cosma Sope Limited, Annual General Meeting, Sep 29, 2023. Announcement • Aug 01
Pee Cee Cosma Sope Limited to Report Q1, 2024 Results on Aug 08, 2023 Pee Cee Cosma Sope Limited announced that they will report Q1, 2024 results on Aug 08, 2023 Valuation Update With 7 Day Price Move • Jul 27
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹209, the stock trades at a trailing P/E ratio of 22.3x. Average trailing P/E is 40x in the Household Products industry in India. Total returns to shareholders of 221% over the past three years. Announcement • Jul 15
Pee Cee Cosma Sope Limited Announces the Demise of Shri Amar Singh Rajput, Independent Director Pee Cee Cosma Sope Limited informed the sudden demise of Independent Director of Company, Shri Amar Singh Rajput, on July 13, 2023. Valuation Update With 7 Day Price Move • May 30
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₹130, the stock trades at a trailing P/E ratio of 30x. Average trailing P/E is 32x in the Household Products industry in India. Total returns to shareholders of 55% over the past three years. Announcement • May 28
Pee Cee Cosma Sope Limited Recommends Dividend for the Financial Year Ended 31 March 2023 Pee Cee Cosma Sope Limited announced that at its board meeting held on 27 May 2023, recommended dividend at 20% on equity shares for the financial year ended 31 March 2023, subject to approval of shareholders in the AGM. Announcement • May 17
Pee Cee Cosma Sope Limited to Report Q4, 2023 Results on May 27, 2023 Pee Cee Cosma Sope Limited announced that they will report Q4, 2023 results on May 27, 2023 Reported Earnings • Feb 18
Third quarter 2023 earnings released: EPS: ₹2.90 (vs ₹0.40 in 3Q 2022) Third quarter 2023 results: EPS: ₹2.90 (up from ₹0.40 in 3Q 2022). Revenue: ₹331.8m (up 46% from 3Q 2022). Net income: ₹7.55m (up ₹6.53m from 3Q 2022). Profit margin: 2.3% (up from 0.5% in 3Q 2022). The increase in margin was driven by higher revenue. 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 10% per year, which means it is well ahead of earnings. Announcement • Feb 07
Pee Cee Cosma Sope Limited to Report Q3, 2023 Results on Feb 14, 2023 Pee Cee Cosma Sope Limited announced that they will report Q3, 2023 results on Feb 14, 2023 Announcement • Sep 27
Pee Cee Cosma Sope Limited Declares Final Dividend for the Year Ended 31 March, 2022 Pee Cee Cosma Sope Limited at its AGM held on September 24, 2022, declared a final dividend of 10% (INR 1.00 Per equity share) for the year ended 31st March, 2022. Announcement • Aug 03
Pee Cee Cosma Sope Limited to Report Q1, 2023 Results on Aug 10, 2022 Pee Cee Cosma Sope Limited announced that they will report Q1, 2023 results on Aug 10, 2022 Reported Earnings • May 30
Full year 2022 earnings released: EPS: ₹6.40 (vs ₹18.01 in FY 2021) Full year 2022 results: EPS: ₹6.40 (down from ₹18.01 in FY 2021). Revenue: ₹926.9m (up 13% from FY 2021). Net income: ₹16.9m (down 65% from FY 2021). Profit margin: 1.8% (down from 5.8% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has remained flat. Announcement • May 26
Pee Cee Cosma Sope Limited Recommends Dividend for the Financial Year 2021-22 Pee Cee Cosma Sope Limited at the Board of Directors meeting held on May 25, 2022, the Board of Directors of the Company has recommended Dividend @ 10% INR 1 per Equity Share of the face value of INR 10 each for the Financial Year 2021-22 subject to the approval of the share holders at the ensuing Annual General Meeting. Reported Earnings • Feb 13
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: ₹0.40 (down from ₹4.70 in 3Q 2021). Revenue: ₹228.2m (up 14% from 3Q 2021). Net income: ₹1.02m (down 92% from 3Q 2021). Profit margin: 0.4% (down from 6.3% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 8% per year. Reported Earnings • Nov 18
Second quarter 2022 earnings released: EPS ₹2.60 (vs ₹5.40 in 2Q 2021) The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: ₹219.9m (up 2.3% from 2Q 2021). Net income: ₹6.90m (down 51% from 2Q 2021). Profit margin: 3.1% (down from 6.6% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Sep 14
Upcoming dividend of ₹3.00 per share Eligible shareholders must have bought the stock before 21 September 2021. Payment date: 30 October 2021. Trailing yield: 2.0%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (1.5%). Reported Earnings • Aug 12
First quarter 2022 earnings released: EPS ₹3.00 (vs ₹5.70 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: ₹229.6m (up 5.7% from 1Q 2021). Net income: ₹7.82m (down 48% from 1Q 2021). Profit margin: 3.4% (down from 6.9% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Jul 12
Investor sentiment improved over the past week After last week's 15% share price gain to ₹182, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 20x in the Household Products industry in Asia. Total returns to shareholders of 55% over the past three years. Reported Earnings • Jun 29
Full year 2021 earnings released: EPS ₹18.00 (vs ₹7.96 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹828.4m (up 12% from FY 2020). Net income: ₹47.7m (up 126% from FY 2020). Profit margin: 5.8% (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 increased by 3% per year whereas the company’s share price has increased by 5% per year. Valuation Update With 7 Day Price Move • Jun 25
Investor sentiment improved over the past week After last week's 19% share price gain to ₹188, the stock trades at a trailing P/E ratio of 11.6x. Average trailing P/E is 21x in the Household Products industry in Asia. Total returns to shareholders of 53% over the past three years. Valuation Update With 7 Day Price Move • Jun 03
Investor sentiment improved over the past week After last week's 16% share price gain to ₹149, the stock trades at a trailing P/E ratio of 9.3x. Average trailing P/E is 29x in the Household Products industry in India. Total returns to shareholders of 15% over the past three years. Reported Earnings • Feb 14
Third quarter 2021 earnings released: EPS ₹4.70 (vs ₹2.30 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₹200.4m (up 1.1% from 3Q 2020). Net income: ₹12.5m (up 109% from 3Q 2020). Profit margin: 6.3% (up from 3.0% in 3Q 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 7% per year. Valuation Update With 7 Day Price Move • Feb 11
Investor sentiment improved over the past week After last week's 15% share price gain to ₹127, the stock is trading at a trailing P/E ratio of 9.3x, up from the previous P/E ratio of 8x. This compares to an average P/E of 20x in the Household Products industry in Asia. Total return to shareholders over the past three years is a loss of 12%. Is New 90 Day High Low • Feb 11
New 90-day high: ₹127 The company is up 35% from its price of ₹93.60 on 13 November 2020. The Indian market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Household Products industry, which is up 20% over the same period. Announcement • Feb 02
Pee Cee Cosma Sope Limited to Report Q3, 2021 Results on Feb 13, 2021 Pee Cee Cosma Sope Limited announced that they will report Q3, 2021 results on Feb 13, 2021 Valuation Update With 7 Day Price Move • Jan 13
Investor sentiment improved over the past week After last week's 17% share price gain to ₹120, the stock is trading at a trailing P/E ratio of 8.8x, up from the previous P/E ratio of 7.5x. This compares to an average P/E of 20x in the Household Products industry in Asia. Total return to shareholders over the past three years is a loss of 21%. Valuation Update With 7 Day Price Move • Jan 08
Investor sentiment improved over the past week After last week's 16% share price gain to ₹121, the stock is trading at a trailing P/E ratio of 8.9x, up from the previous P/E ratio of 7.6x. This compares to an average P/E of 19x in the Household Products industry in Asia. Total return to shareholders over the past three years is a loss of 17%. Is New 90 Day High Low • Jan 07
New 90-day high: ₹113 The company is up 16% from its price of ₹98.00 on 08 October 2020. The Indian market is up 20% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Household Products industry, which is up 10.0% over the same period. Is New 90 Day High Low • Dec 10
New 90-day high: ₹102 The company is up 1.0% from its price of ₹101 on 11 September 2020. The Indian market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Household Products industry, which is up 4.0% over the same period. Reported Earnings • Nov 08
Second quarter 2021 earnings released: EPS ₹5.40 The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₹216.4m (up 19% from 2Q 2020). Net income: ₹14.2m (up 350% from 2Q 2020). Profit margin: 6.6% (up from 1.7% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 7% per year. Announcement • Sep 26
Pee Cee Cosma Sope Limited Announces Demise of Ashok Kumar Lain, Executive Chairman Pee Cee Cosma Sope Limited announced the sudden demise of its Executive Chairman and one of Founder member of Company, Shri Ashok Kumar lain, on September 23, 2020. Announcement • Jun 18
Pee Cee Cosma Sope Limited to Report Fiscal Year 2020 Results on Jun 29, 2020 Pee Cee Cosma Sope Limited announced that they will report fiscal year 2020 results on Jun 29, 2020