Valuation Update With 7 Day Price Move • Jun 19
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹400, the stock trades at a trailing P/E ratio of 33.6x. Average trailing P/E is 21x in the Chemicals industry in India. Total loss to shareholders of 9.6% over the past three years. Reported Earnings • May 31
Full year 2026 earnings released: EPS: ₹11.90 (vs ₹31.59 in FY 2025) Full year 2026 results: EPS: ₹11.90 (down from ₹31.59 in FY 2025). Revenue: ₹1.53b (up 1.0% from FY 2025). Net income: ₹51.7m (down 62% from FY 2025). Profit margin: 3.4% (down from 9.1% 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 1% per year whereas the company’s share price has fallen by 4% per year. Announcement • May 19
Kanchi Karpooram Limited to Report Q4, 2026 Results on May 29, 2026 Kanchi Karpooram Limited announced that they will report Q4, 2026 results on May 29, 2026 Valuation Update With 7 Day Price Move • Apr 17
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹401, the stock trades at a trailing P/E ratio of 33.7x. Average trailing P/E is 22x in the Chemicals industry in India. Total loss to shareholders of 19% over the past three years. New Risk • Feb 19
New minor risk - Dividend sustainability The dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.3% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 49% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (3.6% net profit margin). Market cap is less than US$100m (₹1.46b market cap, or US$16.0m). Reported Earnings • Feb 11
Third quarter 2026 earnings released: EPS: ₹0.92 (vs ₹1.26 in 3Q 2025) Third quarter 2026 results: EPS: ₹0.92 (down from ₹1.26 in 3Q 2025). Revenue: ₹350.3m (down 1.4% from 3Q 2025). Net income: ₹4.00m (down 27% from 3Q 2025). Profit margin: 1.1% (down from 1.5% in 3Q 2025). The decrease in margin was driven by lower 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 • Feb 03
Kanchi Karpooram Limited to Report Q3, 2026 Results on Feb 10, 2026 Kanchi Karpooram Limited announced that they will report Q3, 2026 results at 12:15 PM, Indian Standard Time on Feb 10, 2026 Reported Earnings • Nov 15
Second quarter 2026 earnings released: EPS: ₹4.50 (vs ₹16.49 in 2Q 2025) Second quarter 2026 results: EPS: ₹4.50 (down from ₹16.49 in 2Q 2025). Revenue: ₹387.7m (down 17% from 2Q 2025). Net income: ₹19.5m (down 73% from 2Q 2025). Profit margin: 5.0% (down from 15% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year and the company’s share price has also fallen by 12% per year. Announcement • Nov 05
Kanchi Karpooram Limited to Report Q2, 2026 Results on Nov 13, 2025 Kanchi Karpooram Limited announced that they will report Q2, 2026 results at 12:15 PM, Indian Standard Time on Nov 13, 2025 Upcoming Dividend • Sep 05
Upcoming dividend of ₹1.00 per share Eligible shareholders must have bought the stock before 12 September 2025. Payment date: 20 October 2025. Payout ratio is a comfortable 3.2% but the company is not cash flow positive. Trailing yield: 0.2%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (0.7%). Declared Dividend • Aug 15
Dividend of ₹1.00 announced Dividend of ₹1.00 is the same as last year. Ex-date: 12th September 2025 Payment date: 20th October 2025 Dividend yield will be 0.2%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (73% 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. The company's earnings per share (EPS) would need to decline by 19% to shift the payout ratio to a potentially unsustainable range, which is more than the 14% EPS decline seen over the last 5 years. Announcement • Aug 14
Kanchi Karpooram Limited announces Annual dividend, payable on October 20, 2025 Kanchi Karpooram Limited announced Annual dividend of INR 1.0000 per share payable on October 20, 2025, ex-date on September 12, 2025 and record date on September 13, 2025. Reported Earnings • Aug 14
First quarter 2026 earnings released: EPS: ₹5.05 (vs ₹12.22 in 1Q 2025) First quarter 2026 results: EPS: ₹5.05 (down from ₹12.22 in 1Q 2025). Revenue: ₹368.8m (up 3.2% from 1Q 2025). Net income: ₹21.9m (down 59% from 1Q 2025). Profit margin: 5.9% (down from 15% in 1Q 2025). 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 only fallen by 7% per year, which means it has not declined as severely as earnings. Announcement • Aug 13
Kanchi Karpooram Limited, Annual General Meeting, Sep 20, 2025 Kanchi Karpooram Limited, Annual General Meeting, Sep 20, 2025, at 11:00 Indian Standard Time. Announcement • Aug 06
Kanchi Karpooram Limited to Report Q1, 2026 Results on Aug 13, 2025 Kanchi Karpooram Limited announced that they will report Q1, 2026 results on Aug 13, 2025 Valuation Update With 7 Day Price Move • Jun 03
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to ₹446, the stock trades at a trailing P/E ratio of 12.6x. Average trailing P/E is 27x in the Chemicals industry in India. Total loss to shareholders of 23% over the past three years. Announcement • May 28
Kanchi Karpooram Limited (BSE:538896) agreed to acquire remaining 49% stake in Kanchi Agro Product Private Limited for INR 0.49 million. Kanchi Karpooram Limited (BSE:538896) agreed to acquire remaining 49% stake in Kanchi Agro Product Private Limited for INR 0.49 million on May 27, 2025. Upon completion, Kanchi Karpooram Limited will own 100% stake in Kanchi Agro Product Private Limited.
As of December 31, 2024, Kanchi Agro Product Private Limited reported net liabilities of INR 29.64 million.
The transaction is subject to approval of offer by acquirer board. The deal has been approved by the board. The expected completion of the transaction is by June 30, 2025. Announcement • May 16
Kanchi Karpooram Limited to Report Q4, 2025 Results on May 27, 2025 Kanchi Karpooram Limited announced that they will report Q4, 2025 results on May 27, 2025 Valuation Update With 7 Day Price Move • May 15
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹471, the stock trades at a trailing P/E ratio of 13.3x. Average trailing P/E is 26x in the Chemicals industry in India. Total loss to shareholders of 29% over the past three years. Reported Earnings • Feb 15
Third quarter 2025 earnings released: EPS: ₹1.26 (vs ₹5.05 in 3Q 2024) Third quarter 2025 results: EPS: ₹1.26 (down from ₹5.05 in 3Q 2024). Revenue: ₹365.9m (up 19% from 3Q 2024). Net income: ₹5.46m (down 75% from 3Q 2024). Profit margin: 1.5% (down from 7.2% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings. Announcement • Feb 03
Kanchi Karpooram Limited to Report Q3, 2025 Results on Feb 13, 2025 Kanchi Karpooram Limited announced that they will report Q3, 2025 results on Feb 13, 2025 Valuation Update With 7 Day Price Move • Jan 14
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to ₹424, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 29x in the Chemicals industry in India. Total loss to shareholders of 50% over the past three years. Reported Earnings • Nov 15
Second quarter 2025 earnings released: EPS: ₹16.49 (vs ₹7.05 loss in 2Q 2024) Second quarter 2025 results: EPS: ₹16.49 (up from ₹7.05 loss in 2Q 2024). Revenue: ₹472.7m (up 14% from 2Q 2024). Net income: ₹71.6m (up ₹102.2m from 2Q 2024). Profit margin: 15% (up from net loss in 2Q 2024). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance. Valuation Update With 7 Day Price Move • Nov 05
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to ₹721, the stock trades at a trailing P/E ratio of 46.2x. Average trailing P/E is 34x in the Chemicals industry in India. Total loss to shareholders of 19% over the past three years. Announcement • Nov 04
Kanchi Karpooram Limited to Report Q2, 2025 Results on Nov 13, 2024 Kanchi Karpooram Limited announced that they will report Q2, 2025 results on Nov 13, 2024 Upcoming Dividend • Sep 13
Upcoming dividend of ₹1.00 per share Eligible shareholders must have bought the stock before 20 September 2024. Payment date: 27 October 2024. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 0.1%. Lower than top quartile of Indian dividend payers (1.0%). Lower than average of industry peers (0.6%). Board Change • Sep 12
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Karaikudi Radhakrishanan was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Sep 09
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₹738, the stock trades at a trailing P/E ratio of 47.3x. Average trailing P/E is 35x in the Chemicals industry in India. Total loss to shareholders of 15% over the past three years. Announcement • Aug 31
Kanchi Karpooram Limited Approves Appointment of Karaikudi Chandrasekaran Radhakrishnan as Independent Director Kanchi Karpooram Limited announced at the EGM held on August 28, 2024, approved Appointment of Mr. Karaikudi Chandrasekaran Radhakrishnan as Independent Director. Declared Dividend • Aug 21
Dividend of ₹1.00 announced Shareholders will receive a dividend of ₹1.00. Ex-date: 20th September 2024 Payment date: 27th October 2024 Dividend yield will be 0.1%, which is lower than the industry average of 0.8%. Sustainability & Growth The dividend has increased by an average of 8.0% per year over the past 9 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 19% to shift the payout ratio to a potentially unsustainable range, which is less than the 25% EPS decline seen over the last 5 years. Valuation Update With 7 Day Price Move • Aug 20
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to ₹671, the stock trades at a trailing P/E ratio of 43x. Average trailing P/E is 35x in the Chemicals industry in India. Total loss to shareholders of 10% over the past three years. Reported Earnings • Aug 15
First quarter 2025 earnings released: EPS: ₹12.22 (vs ₹2.01 loss in 1Q 2024) First quarter 2025 results: EPS: ₹12.22 (up from ₹2.01 loss in 1Q 2024). Revenue: ₹365.9m (down 14% from 1Q 2024). Net income: ₹53.1m (up ₹61.8m from 1Q 2024). Profit margin: 14% (up from net loss in 1Q 2024). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance. Announcement • Aug 14
Kanchi Karpooram Limited, Annual General Meeting, Sep 27, 2024 Kanchi Karpooram Limited, Annual General Meeting, Sep 27, 2024, at 11:00 Indian Standard Time. Announcement • Aug 07
Kanchi Karpooram Limited to Report Q1, 2025 Results on Aug 13, 2024 Kanchi Karpooram Limited announced that they will report Q1, 2025 results on Aug 13, 2024 Reported Earnings • Jun 04
Full year 2024 earnings released: EPS: ₹1.38 (vs ₹30.91 in FY 2023) Full year 2024 results: EPS: ₹1.38 (down from ₹30.91 in FY 2023). Revenue: ₹1.48b (down 33% from FY 2023). Net income: ₹5.97m (down 96% from FY 2023). Profit margin: 0.4% (down from 6.1% in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance. Announcement • May 23
Kanchi Karpooram Limited to Report Q4, 2024 Results on May 29, 2024 Kanchi Karpooram Limited announced that they will report Q4, 2024 results on May 29, 2024 New Risk • May 06
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: Major Risk Earnings have declined by 15% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.3% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.3% net profit margin). Market cap is less than US$100m (₹1.83b market cap, or US$21.9m). Announcement • Feb 28
Kanchi Karpooram Limited Appoints Gopalakrishna Saranya as Company Secretary and Compliance Officer Kanchi Karpooram Limited appointed Ms. Gopalakrishna Saranya as the Compliance officer of the company. Ms. Gopalakrishna Saranya is a CommerceGraduate, a member of the institute of Company Secretaries of India and also a qualified Cost Accountant. She is having more than 2.5 years of work experience in the corporate sector. She has worked, predominantly, in the areas of statutory compliance management, company secretarial and Corporate Governance. New Risk • Feb 16
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 83% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 15% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.3% net profit margin). Market cap is less than US$100m (₹1.83b market cap, or US$22.1m). Announcement • Dec 01
Kanchi Karpooram Limited Announces Resignation of Mr. J. R. Vishnu Varthan as Company Secretary and Compliance Officer Kanchi Karpooram Limited informed that Mr. J. R. Vishnu Varthan has tendered his resignation from the post of Company Secretary and Compliance Officer with effect from close of working hours on November 30 2023. Reasons: Personal Reasons. The Company has accepted his decision to resign from the services. Kindly note that the said resignation will be taken on record at the ensuing meeting of the Board of Directors of the Company. The Company has initiated the succession planning process for the said post and will intimate the exchange regarding the same. Reported Earnings • Nov 13
Second quarter 2024 earnings released: ₹7.05 loss per share (vs ₹7.04 profit in 2Q 2023) Second quarter 2024 results: ₹7.05 loss per share (down from ₹7.04 profit in 2Q 2023). Revenue: ₹419.9m (down 41% from 2Q 2023). Net loss: ₹30.6m (down 200% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 55% 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 • Nov 04
Kanchi Karpooram Limited to Report Q2, 2024 Results on Nov 10, 2023 Kanchi Karpooram Limited announced that they will report Q2, 2024 results on Nov 10, 2023 Upcoming Dividend • Sep 14
Upcoming dividend of ₹1.00 per share at 0.2% yield Eligible shareholders must have bought the stock before 21 September 2023. Payment date: 28 October 2023. Payout ratio is a comfortable 3.2% but the company is not cash flow positive. Trailing yield: 0.2%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (0.8%). New Risk • Sep 12
New major risk - Revenue and earnings growth Earnings have declined by 1.0% 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 1.0% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (4.4% net profit margin). Market cap is less than US$100m (₹1.84b market cap, or US$22.2m). New Risk • Aug 17
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Profit margins are more than 30% lower than last year (6.7% net profit margin). Market cap is less than US$100m (₹1.83b market cap, or US$22.1m). Announcement • Aug 04
Kanchi Karpooram Limited to Report Q1, 2024 Results on Aug 11, 2023 Kanchi Karpooram Limited announced that they will report Q1, 2024 results on Aug 11, 2023 Announcement • May 20
Kanchi Karpooram Limited to Report Q4, 2023 Results on May 27, 2023 Kanchi Karpooram Limited announced that they will report Q4, 2023 results on May 27, 2023 Valuation Update With 7 Day Price Move • Apr 05
Investor sentiment improves as stock rises 26% After last week's 26% share price gain to ₹485, the stock trades at a trailing P/E ratio of 13.5x. Average trailing P/E is 19x in the Chemicals industry in India. Total returns to shareholders of 152% over the past three years. Reported Earnings • Feb 15
Third quarter 2023 earnings released: EPS: ₹11.37 (vs ₹20.49 in 3Q 2022) Third quarter 2023 results: EPS: ₹11.37 (down from ₹20.49 in 3Q 2022). Revenue: ₹465.2m (down 25% from 3Q 2022). Net income: ₹49.4m (down 45% from 3Q 2022). Profit margin: 11% (down from 14% in 3Q 2022). The decrease in margin was driven by lower revenue. 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 25% per year, which means it is well ahead of earnings. Announcement • Feb 05
Kanchi Karpooram Limited to Report Q3, 2023 Results on Feb 14, 2023 Kanchi Karpooram Limited announced that they will report Q3, 2023 results on Feb 14, 2023 Board Change • Nov 16
Less than half of directors are independent There is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. 3 independent directors (4 non-independent directors). Non Executive Independent Director Rajagopalan Kannan was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Announcement • Nov 05
Kanchi Karpooram Limited to Report Q2, 2023 Results on Nov 09, 2022 Kanchi Karpooram Limited announced that they will report Q2, 2023 results on Nov 09, 2022 Announcement • Sep 11
Kanchi Karpooram Limite Declares Final Dividend for the Year Ended 31St March 2022 Kanchi Karpooram Limited at it's AGM held on September 09, 2022 declared a final dividend of INR 2.50 per equity share for the year ended 31st March 2022. Upcoming Dividend • Aug 25
Upcoming dividend of ₹2.50 per share Eligible shareholders must have bought the stock before 01 September 2022. Payment date: 08 October 2022. Payout ratio is a comfortable 4.0% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.6%). Lower than average of industry peers (0.7%). Recent Insider Transactions • Aug 23
Woman Non-Executive Director recently bought ₹3.2m worth of stock On the 17th of August, Pushpa Jain bought around 6k shares on-market at roughly ₹536 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₹11m more in shares than they have sold in the last 12 months. Valuation Update With 7 Day Price Move • Aug 22
Investor sentiment improved over the past week After last week's 15% share price gain to ₹628, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 18x in the Chemicals industry in India. Total returns to shareholders of 154% over the past three years. Recent Insider Transactions • Jun 28
Woman Non-Executive Director recently bought ₹1.3m worth of stock On the 24th of June, Pushpa Jain bought around 2k shares on-market at roughly ₹581 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₹5.3m more in shares than they have sold in the last 12 months. Announcement • May 20
Kanchi Karpooram Limited to Report Q4, 2022 Results on May 27, 2022 Kanchi Karpooram Limited announced that they will report Q4, 2022 results on May 27, 2022 Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Non Executive Independent Director Rajagopalan Kannan was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Feb 09
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: ₹20.49 (down from ₹58.18 in 3Q 2021). Revenue: ₹622.1m (down 4.2% from 3Q 2021). Net income: ₹89.0m (down 65% from 3Q 2021). Profit margin: 14% (down from 39% in 3Q 2021). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth. Announcement • Feb 03
Kanchi Karpooram Limited to Report Q3, 2022 Results on Feb 07, 2022 Kanchi Karpooram Limited announced that they will report Q3, 2022 results on Feb 07, 2022 Recent Insider Transactions • Dec 21
MD & Executive Director recently bought ₹4.0m worth of stock On the 17th of December, Suresh Veerchand Shah bought around 5k shares on-market at roughly ₹784 per share. This was the largest purchase by an insider in the last 3 months. This was Suresh Veerchand's only on-market trade for the last 12 months. Reported Earnings • Nov 08
Second quarter 2022 earnings released: EPS ₹24.36 (vs ₹44.57 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: ₹698.9m (up 29% from 2Q 2021). Net income: ₹105.8m (down 46% from 2Q 2021). Profit margin: 15% (down from 36% 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 32% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Sep 30
Investor sentiment improved over the past week After last week's 30% share price gain to ₹964, the stock trades at a trailing P/E ratio of 6.5x. Average trailing P/E is 19x in the Chemicals industry in India. Total returns to shareholders of 103% over the past three years. Valuation Update With 7 Day Price Move • Sep 05
Investor sentiment improved over the past week After last week's 16% share price gain to ₹899, the stock trades at a trailing P/E ratio of 6.1x. Average trailing P/E is 18x in the Chemicals industry in India. Total returns to shareholders of 68% over the past three years. Valuation Update With 7 Day Price Move • Aug 20
Investor sentiment deteriorated over the past week After last week's 16% share price decline to ₹740, the stock trades at a trailing P/E ratio of 5x. Average trailing P/E is 18x in the Chemicals industry in India. Total returns to shareholders of 88% over the past three years. Upcoming Dividend • Aug 19
Upcoming dividend of ₹4.00 per share Eligible shareholders must have bought the stock before 26 August 2021. Payment date: 10 October 2021. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (0.7%). Reported Earnings • Aug 18
First quarter 2022 earnings released: EPS ₹15.77 (vs ₹11.32 in 1Q 2021) The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2022 results: Revenue: ₹578.9m (up 137% from 1Q 2021). Net income: ₹68.5m (up 40% from 1Q 2021). Profit margin: 12% (down from 20% 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 32% per year whereas the company’s share price has increased by 28% per year. Reported Earnings • Jul 03
Full year 2021 earnings released: EPS ₹144 (vs ₹61.39 in FY 2020) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: ₹1.84b (down 9.3% from FY 2020). Net income: ₹626.9m (up 142% from FY 2020). Profit margin: 34% (up from 13% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 65% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Jun 30
Investor sentiment deteriorated over the past week After last week's 20% share price decline to ₹1,039, the stock trades at a trailing P/E ratio of 8.6x. Average trailing P/E is 20x in the Chemicals industry in India. Total returns to shareholders of 354% 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 17% share price gain to ₹1,302, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 20x in the Chemicals industry in India. Total returns to shareholders of 445% over the past three years. Valuation Update With 7 Day Price Move • Apr 26
Investor sentiment improved over the past week After last week's 25% share price gain to ₹985, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 18x in the Chemicals industry in India. Total returns to shareholders of 359% over the past three years. Executive Departure • Apr 02
Chief Financial Officer has left the company On the 31st of March, K. Radhakrishnan's tenure in the role of Chief Financial Officer ended. We don't have any record of a personal shareholding under Radhakrishnan's name. A total of 2 executives have left over the last 12 months. Valuation Update With 7 Day Price Move • Apr 01
Investor sentiment improved over the past week After last week's 15% share price gain to ₹822, the stock trades at a trailing P/E ratio of 6.8x. Average trailing P/E is 16x in the Chemicals industry in India. Total returns to shareholders of 279% over the past three years. Announcement • Feb 13
Kanchi Karpooram Ltd Announces Retirement of Mr. K.C. Radhakrishnan, as Chief Financial Officer, Effective 31 March 2021 The Board of Directors of Kanchi Karpooram Limited in their Meeting held, 11th February, 2021 placed its appreciation to Mr. K.C. Radhakrishnan, the Chief Financial Officer (CFO) who will be retiring from the services of the Company with effect from 31 march 2021 on his valuable contribution and support to the Company over the years. Reported Earnings • Feb 12
Third quarter 2021 earnings released: EPS ₹58.18 (vs ₹13.13 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₹660.8m (up 53% from 3Q 2020). Net income: ₹253.9m (up 354% from 3Q 2020). Profit margin: 38% (up from 13% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Feb 11
Investor sentiment improved over the past week After last week's 17% share price gain to ₹641, the stock is trading at a trailing P/E ratio of 8.4x, up from the previous P/E ratio of 7.2x. This compares to an average P/E of 17x in the Chemicals industry in India. Total returns to shareholders over the past three years are 166%. Is New 90 Day High Low • Feb 02
New 90-day high: ₹544 The company is up 38% from its price of ₹393 on 04 November 2020. The Indian market is up 22% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 16% over the same period. Announcement • Feb 02
Kanchi Karpooram Limited to Report Q3, 2021 Results on Feb 11, 2021 Kanchi Karpooram Limited announced that they will report Q3, 2021 results on Feb 11, 2021 Valuation Update With 7 Day Price Move • Jan 07
Investor sentiment improved over the past week After last week's 20% share price gain to ₹522, the stock is trading at a trailing P/E ratio of 6.9x, up from the previous P/E ratio of 5.7x. This compares to an average P/E of 19x in the Chemicals industry in India. Total returns to shareholders over the past three years are 114%. Is New 90 Day High Low • Jan 07
New 90-day high: ₹522 The company is up 43% from its price of ₹364 on 09 October 2020. The Indian market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 23% over the same period. Valuation Update With 7 Day Price Move • Nov 17
Market bids up stock over the past week After last week's 22% share price gain to ₹475, the stock is trading at a trailing P/E ratio of 9x, up from the previous P/E ratio of 7.4x. This compares to an average P/E of 16x in the Chemicals industry in India. Total returns to shareholders over the past three years are 276%. Is New 90 Day High Low • Nov 16
New 90-day high: ₹436 The company is up 19% from its price of ₹366 on 18 August 2020. The Indian market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 12% over the same period. Announcement • Nov 05
Kanchi Karpooram Limited to Report Q2, 2021 Results on Nov 12, 2020 Kanchi Karpooram Limited announced that they will report Q2, 2021 results on Nov 12, 2020 Reported Earnings • Sep 18
First quarter earnings released Over the last 12 months the company has reported total profits of ₹225.8m, down 15% from the prior year. Total revenue was ₹1.72b over the last 12 months, down 13% from the prior year. Announcement • Sep 06
Kanchi Karpooram Limited to Report Q1, 2021 Results on Sep 15, 2020 Kanchi Karpooram Limited announced that they will report Q1, 2021 results on Sep 15, 2020 Announcement • Jul 26
Kanchi Karpooram Limited to Report Q4, 2020 Results on Jul 29, 2020 Kanchi Karpooram Limited announced that they will report Q4, 2020 results on Jul 29, 2020