Tillkännagivande • 11h
Transpek Industry Limited Recommends Dividend for the Year Ended March 31, 2026 Transpek Industry Limited at the board meeting held on May 26, 2026 recommended and approved the dividend of INR 20/- (200%) per equity share on the face value of INR 10/- each for the year ended March 31, 2026, which shall be subject to the approval of the shareholders at the ensuing Annual General Meeting of the Company. The dividend will be paid within 30 days of its declaration by the shareholders at the AGM to be held on September 15, 2026. New Risk • 12h
New major risk - Revenue and earnings growth Earnings have declined by 1.8% 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 1.8% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₹5.99b market cap, or US$62.5m). Tillkännagivande • May 18
Transpek Industry Limited to Report Q4, 2026 Results on May 26, 2026 Transpek Industry Limited announced that they will report Q4, 2026 results on May 26, 2026 Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to ₹1,056, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 20x in the Chemicals industry in India. Total loss to shareholders of 32% over the past three years. Reported Earnings • Feb 05
Third quarter 2026 earnings released: EPS: ₹19.42 (vs ₹19.06 in 3Q 2025) Third quarter 2026 results: EPS: ₹19.42 (up from ₹19.06 in 3Q 2025). Revenue: ₹1.62b (down 4.7% from 3Q 2025). Net income: ₹108.5m (up 2.3% from 3Q 2025). Profit margin: 6.7% (up from 6.2% in 3Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 10% per year. Tillkännagivande • Jan 21
Transpek Industry Limited to Report Q3, 2026 Results on Feb 04, 2026 Transpek Industry Limited announced that they will report Q3, 2026 results on Feb 04, 2026 Reported Earnings • Nov 15
Second quarter 2026 earnings released: EPS: ₹22.62 (vs ₹17.10 in 2Q 2025) Second quarter 2026 results: EPS: ₹22.62 (up from ₹17.10 in 2Q 2025). Revenue: ₹1.65b (up 1.6% from 2Q 2025). Net income: ₹126.4m (up 32% from 2Q 2025). Profit margin: 7.6% (up from 5.9% in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings. Tillkännagivande • Nov 04
Transpek Industry Limited to Report Q2, 2026 Results on Nov 13, 2025 Transpek Industry Limited announced that they will report Q2, 2026 results at 12:15 PM, Indian Standard Time on Nov 13, 2025 Upcoming Dividend • Aug 19
Upcoming dividend of ₹20.00 per share Eligible shareholders must have bought the stock before 26 August 2025. Payment date: 03 October 2025. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.4%. Within top quartile of Indian dividend payers (1.3%). Higher than average of industry peers (0.7%). New Risk • Aug 07
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: ₹8.65b (US$98.8m) 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: Major Risk Earnings have declined by 2.3% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₹8.65b market cap, or US$98.8m). Reported Earnings • Aug 06
First quarter 2026 earnings released: EPS: ₹27.90 (vs ₹16.63 in 1Q 2025) First quarter 2026 results: EPS: ₹27.90 (up from ₹16.63 in 1Q 2025). Revenue: ₹1.66b (up 9.2% from 1Q 2025). Net income: ₹155.8m (up 68% from 1Q 2025). Profit margin: 9.4% (up from 6.1% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings. Tillkännagivande • Jul 23
Transpek Industry Limited, Annual General Meeting, Sep 03, 2025 Transpek Industry Limited, Annual General Meeting, Sep 03, 2025. Tillkännagivande • Jul 22
Transpek Industry Limited to Report Q1, 2026 Results on Aug 05, 2025 Transpek Industry Limited announced that they will report Q1, 2026 results on Aug 05, 2025 Reported Earnings • May 12
Full year 2025 earnings released: EPS: ₹87.25 (vs ₹69.03 in FY 2024) Full year 2025 results: EPS: ₹87.25 (up from ₹69.03 in FY 2024). Revenue: ₹6.79b (up 16% from FY 2024). Net income: ₹487.4m (up 26% from FY 2024). Profit margin: 7.2% (up from 6.6% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. Tillkännagivande • May 09
Transpek Industry Limited Proposes Dividend Transpek Industry Limited announced Board of Directors of the Company at its meeting held May 7, 2025 recommended and approved the dividend of INR 20/- (200%) per equity share on the face value of INR 10/- each which shall be subject to the approval of the shareholders at the ensuing Annual General Meeting of the Company. New Risk • May 08
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 6.4% 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: Major Risk Earnings have declined by 5.3% per year over the past 5 years. 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 (6.4% average weekly change). Profit margins are more than 30% lower than last year (5.5% net profit margin). Market cap is less than US$100m (₹6.99b market cap, or US$82.6m). Buy Or Sell Opportunity • May 08
Now 33% overvalued Over the last 90 days, the stock has fallen 4.7% to ₹1,501. The fair value is estimated to be ₹1,133, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 25%. Tillkännagivande • Apr 28
Transpek Industry Limited to Report Q4, 2025 Results on May 07, 2025 Transpek Industry Limited announced that they will report Q4, 2025 results on May 07, 2025 Buy Or Sell Opportunity • Apr 01
Now 20% overvalued Over the last 90 days, the stock has fallen 16% to ₹1,331. The fair value is estimated to be ₹1,108, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 25%. Reported Earnings • Feb 25
Third quarter 2025 earnings released: EPS: ₹19.06 (vs ₹25.21 in 3Q 2024) Third quarter 2025 results: EPS: ₹19.06 (down from ₹25.21 in 3Q 2024). Revenue: ₹1.70b (up 15% from 3Q 2024). Net income: ₹106.0m (down 25% from 3Q 2024). Profit margin: 6.2% (down from 9.5% 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 25% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings. New Risk • Jan 27
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: ₹8.51b (US$98.6m) 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: Major Risk Earnings have declined by 3.6% per year over the past 5 years. 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 (6.2% net profit margin). Market cap is less than US$100m (₹8.51b market cap, or US$98.6m). Tillkännagivande • Jan 24
Transpek Industry Limited to Report Q3, 2025 Results on Feb 10, 2025 Transpek Industry Limited announced that they will report Q3, 2025 results on Feb 10, 2025 Reported Earnings • Nov 18
Second quarter 2025 earnings released: EPS: ₹17.10 (vs ₹5.40 in 2Q 2024) Second quarter 2025 results: EPS: ₹17.10 (up from ₹5.40 in 2Q 2024). Revenue: ₹1.68b (up 39% from 2Q 2024). Net income: ₹95.5m (up 218% from 2Q 2024). Profit margin: 5.7% (up from 2.5% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings. Tillkännagivande • Oct 30
Transpek Industry Limited to Report Q2, 2025 Results on Nov 13, 2024 Transpek Industry Limited announced that they will report Q2, 2025 results on Nov 13, 2024 Buy Or Sell Opportunity • Oct 24
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 15% to ₹1,469. The fair value is estimated to be ₹1,854, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.3% over the last 3 years. Earnings per share has declined by 4.0%. New Risk • Oct 22
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: ₹8.40b (US$99.9m) 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: Major Risk Earnings have declined by 1.6% per year over the past 5 years. 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 (₹8.40b market cap, or US$99.9m). Tillkännagivande • Oct 09
Transpek Industry Limited Announces Demise of Shri Atul G. Shroff, Director Transpek Industry Limited was intimated on October 9, 2024 about the sad demise of Shri Atul G. Shroff, Director. Date of Cessation is October 9, 2024. Tillkännagivande • Sep 25
Transpek Industry Limited Approves Board Appointments Transpek Industry Limited at its AGM held on September 24, 2024 approved appointment of Shri Rajeev M. Pandia as an Independent Director; Shri Vijay S. Maniar as an Independent Director; Smt. Rita A. Teaotia as an Independent Director; Shri Maulik D. Mehta as an independent Director; Shri Ramkisan A. Devidayal as an Independent Director; Continuation of Directorship of Shri Ramkisan A. Devidayal Director. Upcoming Dividend • Sep 06
Upcoming dividend of ₹14.00 per share Eligible shareholders must have bought the stock before 13 September 2024. Payment date: 24 October 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Indian dividend payers (1.0%). Higher than average of industry peers (0.6%). Tillkännagivande • Aug 12
Transpek Industry Limited, Annual General Meeting, Sep 24, 2024 Transpek Industry Limited, Annual General Meeting, Sep 24, 2024. Reported Earnings • Aug 09
First quarter 2025 earnings released: EPS: ₹16.63 (vs ₹28.38 in 1Q 2024) First quarter 2025 results: EPS: ₹16.63 (down from ₹28.38 in 1Q 2024). Revenue: ₹1.63b (flat on 1Q 2024). Net income: ₹92.9m (down 41% from 1Q 2024). Profit margin: 5.7% (down from 9.8% in 1Q 2024). 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. Tillkännagivande • Aug 08
Transpek Industry Limited Announces Board Resignations Transpek Industry Limited announced On the recommendations of the Nomination and Remuneration Committee at their meeting held on 7th August, 2024, the Board of Directors, at their Meeting held on 8 August, 2024, have taken the following decisions: Shri Ninad D. Gupte, Dr. Bernd Dill, Shri Nimish U. Patel, Smt. Geeta A. Goradia and Shri Hemant J. Bhatt having successfully completed 2 terms of 5 years each of being associated with the Company as independent Directors, shall retire from the office of Independent Directors with effect from close of business hours on 8th August, 2024, on account of completion of their tenure. Tillkännagivande • Jul 29
Transpek Industry Limited to Report Q1, 2025 Results on Aug 08, 2024 Transpek Industry Limited announced that they will report Q1, 2025 results on Aug 08, 2024 Buy Or Sell Opportunity • Jul 26
Now 20% overvalued Over the last 90 days, the stock has fallen 7.1% to ₹1,736. The fair value is estimated to be ₹1,447, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 11%. Valuation Update With 7 Day Price Move • Jun 11
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹1,787, the stock trades at a trailing P/E ratio of 25.9x. Average trailing P/E is 31x in the Chemicals industry in India. Total returns to shareholders of 9.7% over the past three years. Buy Or Sell Opportunity • Jun 06
Now 21% overvalued Over the last 90 days, the stock has fallen 5.8% to ₹1,713. The fair value is estimated to be ₹1,419, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 11%. Reported Earnings • May 23
Full year 2024 earnings released: EPS: ₹69.03 (vs ₹149 in FY 2023) Full year 2024 results: EPS: ₹69.03 (down from ₹149 in FY 2023). Revenue: ₹6.05b (down 28% from FY 2023). Net income: ₹385.6m (down 54% from FY 2023). Profit margin: 6.4% (down from 10.0% in FY 2023). The decrease in margin was driven by lower revenue. 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 4% per year, which means it is significantly lagging earnings growth. Tillkännagivande • May 10
Transpek Industry Limited to Report Q4, 2024 Results on May 21, 2024 Transpek Industry Limited announced that they will report Q4, 2024 results on May 21, 2024 Reported Earnings • Feb 14
Third quarter 2024 earnings released: EPS: ₹25.21 (vs ₹44.26 in 3Q 2023) Third quarter 2024 results: EPS: ₹25.21 (down from ₹44.26 in 3Q 2023). Revenue: ₹1.53b (down 22% from 3Q 2023). Net income: ₹140.8m (down 43% from 3Q 2023). Profit margin: 9.2% (down from 13% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Tillkännagivande • Jan 30
Transpek Industry Limited to Report Q3, 2024 Results on Feb 12, 2024 Transpek Industry Limited announced that they will report Q3, 2024 results on Feb 12, 2024 Valuation Update With 7 Day Price Move • Jan 16
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹2,068, the stock trades at a trailing P/E ratio of 18.1x. Average trailing P/E is 31x in the Chemicals industry in India. Total returns to shareholders of 29% over the past three years. Reported Earnings • Nov 30
Second quarter 2024 earnings released: EPS: ₹5.40 (vs ₹35.78 in 2Q 2023) Second quarter 2024 results: EPS: ₹5.40 (down from ₹35.78 in 2Q 2023). Revenue: ₹1.25b (down 42% from 2Q 2023). Net income: ₹30.0m (down 85% from 2Q 2023). Profit margin: 2.4% (down from 9.2% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Tillkännagivande • Oct 28
Transpek Industry Limited to Report Q2, 2024 Results on Nov 06, 2023 Transpek Industry Limited announced that they will report Q2, 2024 results on Nov 06, 2023 Tillkännagivande • Aug 30
Transpek Industry Limited Approves to Declare Dividend for the Year Ended 31.03.2023, Payable on or After 5 September, 2023 Transpek Industry Limited announced at the AGM held on August 29, 2023, approved Dividend of INR 27.50/- per share (275%) was declared which is payable on or after 5th September, 2023. Upcoming Dividend • Aug 14
Upcoming dividend of ₹27.50 per share at 1.4% yield Eligible shareholders must have bought the stock before 21 August 2023. Payment date: 28 September 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.4%. Within top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (0.9%). Reported Earnings • Aug 05
Full year 2023 earnings released: EPS: ₹149 (vs ₹117 in FY 2022) Full year 2023 results: EPS: ₹149 (up from ₹117 in FY 2022). Revenue: ₹8.34b (up 38% from FY 2022). Net income: ₹834.8m (up 28% from FY 2022). Profit margin: 10.0% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Tillkännagivande • Aug 03
Transpek Industry Limited Proposes to Declare Dividend for the Financial Year Ended 31St March, 2023 Transpek Industry Limited proposed To declare Dividend on the equity shares of the Company for the financial year ended 31st March, 2023 Dividend at the rate of 275% i.e. INR 27.50/- (Rupees Twenty Seven and Paise Fifty Only) per Equity Share for the year ended 31st March, 2023, be and is hereby declared and the same be paid on 55,85,569 Equity Shares of INR 10/- (Rupees Ten only) each fully paid up, as recommended by the Board of Directors of the Company. Tillkännagivande • Jul 30
Transpek Industry Limited to Report Q1, 2024 Results on Aug 08, 2023 Transpek Industry Limited announced that they will report Q1, 2024 results on Aug 08, 2023 Reported Earnings • Jun 08
Full year 2023 earnings released: EPS: ₹149 (vs ₹117 in FY 2022) Full year 2023 results: EPS: ₹149 (up from ₹117 in FY 2022). Revenue: ₹8.45b (up 40% from FY 2022). Net income: ₹835.0m (up 28% from FY 2022). Profit margin: 9.9% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 8% per year. Tillkännagivande • May 19
Transpek Industry Limited, Annual General Meeting, Aug 29, 2023 Transpek Industry Limited, Annual General Meeting, Aug 29, 2023, at 15:00 Indian Standard Time. Agenda: To consider dividend. Tillkännagivande • May 09
Transpek Industry Limited to Report Q4, 2023 Results on May 18, 2023 Transpek Industry Limited announced that they will report Q4, 2023 results on May 18, 2023 Reported Earnings • Feb 16
Third quarter 2023 earnings released: EPS: ₹44.26 (vs ₹30.69 in 3Q 2022) Third quarter 2023 results: EPS: ₹44.26 (up from ₹30.69 in 3Q 2022). Revenue: ₹2.00b (up 28% from 3Q 2022). Net income: ₹247.0m (up 44% from 3Q 2022). Profit margin: 12% (up from 11% in 3Q 2022). The increase in margin was driven by higher revenue. 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. Tillkännagivande • Feb 01
Transpek Industry Limited to Report Q3, 2023 Results on Feb 08, 2023 Transpek Industry Limited announced that they will report Q3, 2023 results on Feb 08, 2023 Board Change • Dec 02
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. 10 highly experienced directors. Joint MD & Whole-Time Director Avtar Singh was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 11
Second quarter 2023 earnings released: EPS: ₹35.78 (vs ₹31.50 in 2Q 2022) Second quarter 2023 results: EPS: ₹35.78 (up from ₹31.50 in 2Q 2022). Revenue: ₹2.21b (up 39% from 2Q 2022). Net income: ₹199.9m (up 14% from 2Q 2022). Profit margin: 9.1% (down from 11% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.5% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings. Tillkännagivande • Nov 02
Transpek Industry Limited to Report Q2, 2023 Results on Nov 09, 2022 Transpek Industry Limited announced that they will report Q2, 2023 results on Nov 09, 2022 Upcoming Dividend • Aug 29
Upcoming dividend of ₹22.50 per share Eligible shareholders must have bought the stock before 05 September 2022. Payment date: 14 October 2022. Payout ratio is a comfortable 18% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Indian dividend payers (1.6%). Higher than average of industry peers (0.7%). Tillkännagivande • Aug 02
Transpek Industry Limited to Report Q1, 2023 Results on Aug 12, 2022 Transpek Industry Limited announced that they will report Q1, 2023 results on Aug 12, 2022 Valuation Update With 7 Day Price Move • Jun 29
Investor sentiment improved over the past week After last week's 17% share price gain to ₹1,683, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 25x in the Chemicals industry in India. Total returns to shareholders of 22% over the past three years. Valuation Update With 7 Day Price Move • May 25
Investor sentiment deteriorated over the past week After last week's 18% share price decline to ₹1,464, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 24x in the Chemicals industry in India. Total loss to shareholders of 5.0% over the past three years. Tillkännagivande • May 10
Transpek Industry Limited to Report Q4, 2022 Results on May 19, 2022 Transpek Industry Limited announced that they will report Q4, 2022 results on May 19, 2022 Valuation Update With 7 Day Price Move • Sep 07
Investor sentiment improved over the past week After last week's 16% share price gain to ₹2,288, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 32x in the Chemicals industry in India. Total returns to shareholders of 49% over the past three years. Recent Insider Transactions • Aug 30
Insider recently sold ₹57m worth of stock On the 26th of August, Chetna Saraiya sold around 28k shares on-market at roughly ₹2,042 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Upcoming Dividend • Aug 30
Upcoming dividend of ₹7.50 per share Eligible shareholders must have bought the stock before 06 September 2021. Payment date: 15 October 2021. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (0.7%). Reported Earnings • Aug 11
First quarter 2022 earnings released: EPS ₹24.21 (vs ₹6.74 in 1Q 2021) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: ₹1.32b (up 66% from 1Q 2021). Net income: ₹135.2m (up 259% from 1Q 2021). Profit margin: 10% (up from 4.7% in 1Q 2021). The increase in margin was driven by higher revenue. Reported Earnings • May 28
Full year 2021 earnings released: EPS ₹41.74 (vs ₹131 in FY 2020) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹3.57b (down 38% from FY 2020). Net income: ₹233.0m (down 68% from FY 2020). Profit margin: 6.5% (down from 13% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • May 22
Investor sentiment improved over the past week After last week's 20% share price gain to ₹1,607, the stock trades at a trailing P/E ratio of 24.6x. Average trailing P/E is 20x in the Chemicals industry in India. Total returns to shareholders of 28% over the past three years. Is New 90 Day High Low • Feb 12
New 90-day low: ₹1,467 The company is down 3.0% from its price of ₹1,514 on 14 November 2020. The Indian market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 17% over the same period. Tillkännagivande • Jan 29
Transpek Industry Limited to Report Q3, 2021 Results on Feb 10, 2021 Transpek Industry Limited announced that they will report Q3, 2021 results on Feb 10, 2021 Is New 90 Day High Low • Nov 12
New 90-day low: ₹1,501 The company is down 1.0% from its price of ₹1,520 on 14 August 2020. The Indian market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 11% over the same period. Reported Earnings • Nov 11
Second quarter 2021 earnings released: EPS ₹1.03 The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₹802.5m (down 38% from 2Q 2020). Net income: ₹5.70m (down 96% from 2Q 2020). Profit margin: 0.7% (down from 12% in 2Q 2020). The decrease in margin was driven by lower revenue. Tillkännagivande • Jul 26
Transpek Industry Limited to Report Q1, 2021 Results on Aug 10, 2020 Transpek Industry Limited announced that they will report Q1, 2021 results on Aug 10, 2020 
