Valuation Update With 7 Day Price Move • Jun 23
Investor sentiment improves as stock rises 30% After last week's 30% share price gain to ₹6.44, the stock trades at a trailing P/E ratio of 43.1x. Average trailing P/E is 33x in the Electronic industry in India. Total loss to shareholders of 15% over the past three years. Valuation Update With 7 Day Price Move • Jun 05
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₹4.64, the stock trades at a trailing P/E ratio of 31x. Average trailing P/E is 30x in the Electronic industry in India. Total loss to shareholders of 40% over the past three years. Reported Earnings • May 21
Full year 2026 earnings released: EPS: ₹0.15 (vs ₹0.19 in FY 2025) Full year 2026 results: EPS: ₹0.15. Revenue: ₹1.17b (up 6.6% from FY 2025). Net income: ₹13.6m (up 12% from FY 2025). Profit margin: 1.2% (up from 1.1% in FY 2025). The increase in margin was driven by higher revenue. Tillkännagivande • May 14
Danube Industries Limited to Report Q4, 2026 Results on May 18, 2026 Danube Industries Limited announced that they will report Q4, 2026 results on May 18, 2026 New Risk • May 12
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 8.7% 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: Major Risks Interest payments are not well covered by earnings (2.2x net interest cover). Market cap is less than US$10m (₹524.1m market cap, or US$5.48m). Minor Risk Share price has been volatile over the past 3 months (8.7% average weekly change). Valuation Update With 7 Day Price Move • May 12
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to ₹5.76, the stock trades at a trailing P/E ratio of 30.9x. Average trailing P/E is 36x in the Electronic industry in India. Total loss to shareholders of 23% over the past three years. Valuation Update With 7 Day Price Move • Apr 06
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹4.26, the stock trades at a trailing P/E ratio of 22.8x. Average trailing P/E is 25x in the Electronic industry in India. Total loss to shareholders of 38% over the past three years. Reported Earnings • Feb 11
Third quarter 2026 earnings released: EPS: ₹0.05 (vs ₹0.03 in 3Q 2025) Third quarter 2026 results: EPS: ₹0.05 (up from ₹0.03 in 3Q 2025). Revenue: ₹326.0m (down 6.6% from 3Q 2025). Net income: ₹4.76m (up 128% from 3Q 2025). Profit margin: 1.5% (up from 0.6% in 3Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings. Tillkännagivande • Feb 04
Danube Industries Limited to Report Q3, 2026 Results on Feb 09, 2026 Danube Industries Limited announced that they will report Q3, 2026 results on Feb 09, 2026 Valuation Update With 7 Day Price Move • Dec 24
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₹6.11, the stock trades at a trailing P/E ratio of 38.9x. Average trailing P/E is 38x in the Electronic industry in India. Total loss to shareholders of 22% over the past three years. Tillkännagivande • Dec 12
Danube Industries Limited (BSE:540361) proposed to acquire 51% stake in Jcr Fashion Retail Private Limited. Danube Industries Limited (BSE:540361) proposed to acquire 51% stake in Jcr Fashion Retail Private Limited on December 11, 2025. A cash consideration will be paid by Danube Industries Limited. As part of consideration, an undisclosed value is paid towards common equity of Jcr Fashion Retail Private Limited.
The transaction is subject to approval of offer by Danube Industries board and consummation of due diligence investigation. The deal has been approved by the board. The expected completion of the transaction is 9 months. Valuation Update With 7 Day Price Move • Nov 20
Investor sentiment improves as stock rises 45% After last week's 45% share price gain to ₹7.09, the stock trades at a trailing P/E ratio of 45.1x. Average trailing P/E is 44x in the Electronic industry in India. Total loss to shareholders of 41% over the past three years. New Risk • Nov 17
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 7.2% 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 Risks Interest payments are not well covered by earnings (2.3x net interest cover). High level of non-cash earnings (56% accrual ratio). Shareholders have been substantially diluted in the past year (52% increase in shares outstanding). Market cap is less than US$10m (₹508.6m market cap, or US$5.74m). Minor Risk Share price has been volatile over the past 3 months (7.2% average weekly change). Reported Earnings • Nov 13
Second quarter 2026 earnings released: EPS: ₹0.04 (vs ₹0.03 in 2Q 2025) Second quarter 2026 results: EPS: ₹0.04 (up from ₹0.03 in 2Q 2025). Revenue: ₹235.1m (up 31% from 2Q 2025). Net income: ₹3.28m (up 72% from 2Q 2025). Profit margin: 1.4% (up from 1.1% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings. Tillkännagivande • Nov 10
Danube Industries Limited to Report Q2, 2026 Results on Nov 12, 2025 Danube Industries Limited announced that they will report Q2, 2026 results on Nov 12, 2025 Tillkännagivande • Sep 08
Danube Industries Limited, Annual General Meeting, Sep 30, 2025 Danube Industries Limited, Annual General Meeting, Sep 30, 2025, at 11:00 Indian Standard Time. Location: a-2101, privilon, b/h iscon temple, ambli-bopal road, s.g. highway, ahmedabad 380054., India Reported Earnings • Aug 09
First quarter 2026 earnings released: EPS: ₹0.03 (vs ₹0.04 in 1Q 2025) First quarter 2026 results: EPS: ₹0.03. Revenue: ₹255.5m (up 31% from 1Q 2025). Net income: ₹2.97m (up 35% from 1Q 2025). Profit margin: 1.2% (up from 1.1% in 1Q 2025). The increase in margin was driven by higher revenue. Tillkännagivande • Aug 05
Danube Industries Limited to Report Q1, 2026 Results on Aug 08, 2025 Danube Industries Limited announced that they will report Q1, 2026 results on Aug 08, 2025 Reported Earnings • May 25
Full year 2025 earnings released: EPS: ₹0.70 (vs ₹0.16 in FY 2024) Full year 2025 results: EPS: ₹0.70 (up from ₹0.16 in FY 2024). Revenue: ₹1.10b (up 26% from FY 2024). Net income: ₹12.2m (up 25% from FY 2024). Profit margin: 1.1% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 37% per year, which means it is significantly lagging earnings. Tillkännagivande • May 14
Danube Industries Limited to Report Q4, 2025 Results on May 20, 2025 Danube Industries Limited announced that they will report Q4, 2025 results on May 20, 2025 New Risk • Apr 01
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 8.6% 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 Risks Interest payments are not well covered by earnings (1.5x net interest cover). Shareholders have been substantially diluted in the past year (52% increase in shares outstanding). Market cap is less than US$10m (₹334.8m market cap, or US$3.91m). Minor Risks Share price has been volatile over the past 3 months (8.6% average weekly change). Profit margins are more than 30% lower than last year (0.3% net profit margin). New Risk • Mar 22
New major risk - Shareholder dilution The company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 52% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.5x net interest cover). Shareholders have been substantially diluted in the past year (52% increase in shares outstanding). Market cap is less than US$10m (₹338.5m market cap, or US$3.94m). Minor Risk Profit margins are more than 30% lower than last year (0.3% net profit margin). Reported Earnings • Feb 17
Third quarter 2025 earnings released: EPS: ₹0.03 (vs ₹0.06 in 3Q 2024) Third quarter 2025 results: EPS: ₹0.03 (down from ₹0.06 in 3Q 2024). Revenue: ₹349.1m (up 115% from 3Q 2024). Net income: ₹2.09m (down 42% from 3Q 2024). Profit margin: 0.6% (down from 2.2% 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 16% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings. Tillkännagivande • Feb 05
Danube Industries Limited to Report Q3, 2025 Results on Feb 12, 2025 Danube Industries Limited announced that they will report Q3, 2025 results on Feb 12, 2025 New Risk • Dec 10
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 9.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.7x net interest cover). Share price has been highly volatile over the past 3 months (9.5% average weekly change). Market cap is less than US$10m (₹304.8m market cap, or US$3.59m). Minor Risk Profit margins are more than 30% lower than last year (0.5% net profit margin). Reported Earnings • Nov 14
Second quarter 2025 earnings released: EPS: ₹0.03 (vs ₹0.097 in 2Q 2024) Second quarter 2025 results: EPS: ₹0.03 (down from ₹0.097 in 2Q 2024). Revenue: ₹180.0m (down 22% from 2Q 2024). Net income: ₹1.91m (down 67% from 2Q 2024). Profit margin: 1.1% (down from 2.5% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings. Tillkännagivande • Nov 09
Danube Industries Limited to Report Q2, 2025 Results on Nov 12, 2024 Danube Industries Limited announced that they will report Q2, 2025 results on Nov 12, 2024 Board Change • Nov 06
High number of new and inexperienced directors There are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Chairman & MD Meena Sunil Rajdev is the most experienced director on the board, commencing their role in 2019. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model. Tillkännagivande • Nov 01
Danube Industries Limited Approves the Appointment of Jayson Jacob Mathew as Independent Director Danube Industries Limited at its EGM held on October 31, 2024, approved the appointment of Jayson Jacob Mathew as Independent Director of the Company. Valuation Update With 7 Day Price Move • Oct 10
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₹5.90, the stock trades at a trailing P/E ratio of 43.3x. Average trailing P/E is 50x in the Electronic industry in India. Total loss to shareholders of 8.5% over the past three years. Valuation Update With 7 Day Price Move • Sep 18
Investor sentiment improves as stock rises 34% After last week's 34% share price gain to ₹5.44, the stock trades at a trailing P/E ratio of 39.9x. Average trailing P/E is 49x in the Electronic industry in India. Total returns to shareholders of 26% over the past three years. Tillkännagivande • Sep 06
Danube Industries Limited, Annual General Meeting, Sep 28, 2024 Danube Industries Limited, Annual General Meeting, Sep 28, 2024, at 11:00 Indian Standard Time. Location: a-2101,privilon,b/h iscon temple, ambli-bopal road,s.g.highway, ahmedabad-380054, ahmedabad India Reported Earnings • Aug 15
First quarter 2025 earnings released: EPS: ₹0.04 (vs ₹0.063 in 1Q 2024) First quarter 2025 results: EPS: ₹0.04 (down from ₹0.063 in 1Q 2024). Revenue: ₹195.1m (up 21% from 1Q 2024). Net income: ₹2.21m (down 41% from 1Q 2024). Profit margin: 1.1% (down from 2.3% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 10% per year. Tillkännagivande • Aug 07
Danube Industries Limited to Report Q1, 2025 Results on Aug 13, 2024 Danube Industries Limited announced that they will report Q1, 2025 results on Aug 13, 2024 Reported Earnings • May 23
Full year 2024 earnings released: EPS: ₹0.16 (vs ₹0.13 in FY 2023) Full year 2024 results: EPS: ₹0.16 (up from ₹0.13 in FY 2023). Revenue: ₹870.7m (up 26% from FY 2023). Net income: ₹9.73m (up 28% from FY 2023). Profit margin: 1.1% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth. Tillkännagivande • May 17
Danube Industries Limited to Report Q1, 2024 Results on May 21, 2024 Danube Industries Limited announced that they will report Q1, 2024 results on May 21, 2024 New Risk • Apr 11
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Market cap is less than US$10m (₹364.8m market cap, or US$4.37m). Minor Risk Share price has been volatile over the past 3 months (8.5% average weekly change). Valuation Update With 7 Day Price Move • Apr 04
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to ₹5.59, the stock trades at a trailing P/E ratio of 22.2x. Average trailing P/E is 52x in the Electronic industry in India. Total returns to shareholders of 249% over the past three years. Valuation Update With 7 Day Price Move • Mar 15
Investor sentiment deteriorates as stock falls 22% After last week's 22% share price decline to ₹5.44, the stock trades at a trailing P/E ratio of 21.6x. Average trailing P/E is 50x in the Electronic industry in India. Total returns to shareholders of 263% over the past three years. Reported Earnings • Feb 14
Third quarter 2024 earnings released: EPS: ₹0.06 (vs ₹0.015 in 3Q 2023) Third quarter 2024 results: EPS: ₹0.06 (up from ₹0.015 in 3Q 2023). Revenue: ₹162.7m (up 34% from 3Q 2023). Net income: ₹3.60m (up 375% from 3Q 2023). Profit margin: 2.2% (up from 0.6% in 3Q 2023). The increase in margin was driven by higher revenue. 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 46% per year, which means it is tracking significantly ahead of earnings growth. Tillkännagivande • Feb 07
Danube Industries Limited to Report Q3, 2024 Results on Feb 13, 2024 Danube Industries Limited announced that they will report Q3, 2024 results on Feb 13, 2024 Tillkännagivande • Jan 05
Danube Industries Limited Announces Appointment of Kajal Garg as Company Secretary and Compliance Officer Danube Industries Limited informed that the Board of Directors of the Company at their meeting held on January 05, 2024, have considered and approved the following business transactions: Based on the recommendation of the Nomination and Remuneration Committee and their own consideration, approved the appointment of Ms. Kajal Garg as the Company Secretary and Compliance Officer of the Company with immediate effect i.e. January 05, 2023. Ms. Kajal Garg is a Member of the Institute of Company Secretaries of India. Further she also holds degree of Masters in Commerce. She has more than 3 years of experience in managing secretarial functions & Compliance matters ensuring that the Company complies and operates in accordance with statutory and legal provisions. Valuation Update With 7 Day Price Move • Nov 08
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to ₹8.73, the stock trades at a trailing P/E ratio of 57.6x. Average trailing P/E is 55x in the Electronic industry in India. Total returns to shareholders of 831% over the past three years. Tillkännagivande • Nov 04
Danube Industries Limited to Report Q2, 2024 Results on Nov 09, 2023 Danube Industries Limited announced that they will report Q2, 2024 results on Nov 09, 2023 New Risk • Oct 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 8.6% 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 Risks Interest payments are not well covered by earnings (2.8x net interest cover). Market cap is less than US$10m (₹564.0m market cap, or US$6.78m). Minor Risks Share price has been volatile over the past 3 months (8.6% average weekly change). Profit margins are more than 30% lower than last year (1.2% net profit margin). Valuation Update With 7 Day Price Move • Oct 23
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to ₹9.40, the stock trades at a trailing P/E ratio of 62x. Average trailing P/E is 53x in the Electronic industry in India. Total returns to shareholders of 845% over the past three years. Tillkännagivande • Oct 18
Danube Industries Limited Announces Resignation of Manisha Jain as Company Secretary and Compliance Officer Danube Industries Limited informed that Ms. Manisha Jain, Company Secretary and Compliance Officer of the Company, tendered her resignation on account of personal reasons. The Company has accepted her resignation and she will be relieved from her duty from closing of working hours of October 17, 2023. Valuation Update With 7 Day Price Move • Sep 20
Investor sentiment deteriorates as stock falls 48% After last week's 48% share price decline to ₹7.66, the stock trades at a trailing P/E ratio of 25.3x. Average trailing P/E is 50x in the Electronic industry in India. Total returns to shareholders of 256% over the past three years. Valuation Update With 7 Day Price Move • Aug 21
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹17.06, the stock trades at a trailing P/E ratio of 56.3x. Average trailing P/E is 51x in the Electronic industry in India. Total returns to shareholders of 694% over the past three years. Tillkännagivande • Aug 19
Danube Industries Limited, Annual General Meeting, Sep 11, 2023 Danube Industries Limited, Annual General Meeting, Sep 11, 2023, at 11:00 Indian Standard Time. Location: A-2101, Privilon, B/h Iscon Temple, Ambli-Bopal Road, S.G. Highway, Ahmedabad India Agenda: To receive, consider and adopt the Audited Standalone Financial Statements of the Company for the Financial year ended on March 31, 2023 and the Report of the Board of Directors and Auditors thereon; to Appoint a Director in place of Mrs. Meena Rajdev who retires by rotation and, being eligible, offers himself for re-appointment; to Increase the Limits for making Investments / Extending Loans and giving Guarantees or providing securities in connection with loans to persons / bodies corporate; and to consider other matters. New Risk • Aug 17
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.8x net interest cover). High level of non-cash earnings (52% accrual ratio). Market cap is less than US$10m (₹487.5m market cap, or US$5.87m). Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Profit margins are more than 30% lower than last year (1.2% net profit margin). Reported Earnings • Aug 16
First quarter 2024 earnings released First quarter 2024 results: Revenue: ₹161.6m (up 54% from 1Q 2023). Net income: ₹3.76m (up 68% from 1Q 2023). Profit margin: 2.3% (up from 2.1% in 1Q 2023). The increase in margin was driven by higher revenue. Valuation Update With 7 Day Price Move • Jul 07
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₹17.46, the stock trades at a trailing P/E ratio of 69.1x. Average trailing P/E is 29x in the Trade Distributors industry in India. Total returns to shareholders of 1,135% over the past three years. Tillkännagivande • Jun 18
Danube Industries Limited Approves the Appointment of Shefeeque Thajudeen as an Additional Director (Non-Executive and Non-Independent Director) Danube Industries Limited announced that the board of directors of the company on June 17, 2023, based on the recommendation of the nomination and remuneration committee and their own consideration, have approved the appointment of Mr. Shefeeque Thajudeen as an "Additional Director (Non-Executive and Non-Independent Director)" on the board of the company. Mr. Shefeeque Thajudeen has ~25 years of experience in international trade and industrial management. After completing engineering in electronics and communication from cochin university kerala he started his career in computer industry for a span of 15 years. Partnered in major projects in India and abroad in construction foreign trade and consulting, has extensively travelled across the world and initiated numerus international collaboration with various government and MNCs. Recent Insider Transactions • May 29
Chief Financial Officer recently bought ₹8.1m worth of stock On the 26th of May, Sunil Rajdev bought around 503k shares on-market at roughly ₹16.15 per share. This transaction amounted to 4.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Sunil's only on-market trade for the last 12 months. Reported Earnings • May 24
Full year 2023 earnings released: EPS: ₹0.25 (vs ₹0.33 in FY 2022) Full year 2023 results: EPS: ₹0.25 (down from ₹0.33 in FY 2022). Revenue: ₹691.9m (up 79% from FY 2022). Net income: ₹7.58m (down 24% from FY 2022). Profit margin: 1.1% (down from 2.6% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has increased by 189% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₹14.63, the stock trades at a trailing P/E ratio of 51.7x. Average trailing P/E is 21x in the Trade Distributors industry in India. Total returns to shareholders of 1,052% over the past three years. Reported Earnings • Feb 05
Third quarter 2023 earnings released: EPS: ₹0.03 (vs ₹0.18 in 3Q 2022) Third quarter 2023 results: EPS: ₹0.03 (down from ₹0.18 in 3Q 2022). Revenue: ₹121.9m (up 8.8% from 3Q 2022). Net income: ₹759.0k (down 83% from 3Q 2022). Profit margin: 0.6% (down from 4.0% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has increased by 116% per year, which means it is tracking significantly ahead of earnings growth. Tillkännagivande • Jan 24
Danube Industries Limited to Report Q3, 2023 Results on Feb 02, 2023 Danube Industries Limited announced that they will report Q3, 2023 results at 3:30 PM, Indian Standard Time on Feb 02, 2023 Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Director Richa Vaswani was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Tillkännagivande • Nov 16
Danube Industries Limited Announces Board Changes Danube Industries Limited at its Board of Directors meeting held on November 15, 2022, approved the appointment of Mr. Krishnan Ramaswamy and Ms. Shivani Kumari Joshi as "Additional Directors (Non-Executive Independent Director)" on the Board of the company for a term of 5 years startingfrom November 15, 2022. The said appointment is subject To Approve the general body, in the usual course. The company approved the resignation of Ms. Jigna Mahesh Thakkar from the posts of Independent Director of the company with effect from November 16, 2022 citing family commitments as the reason for her resignation. The company also approved the resignation of Mr. Nimesh Rasikbhai Patel from the posts of Independent Director of the company with effect from November 16, 2022 citing other assignments as the reason for his resignation. Mr. Krishnan Ramaswamy is management graduate from United Kingdom having 15 years of vast experience in the field of foreign trade, product sourcing and consulting. He has worked in senior managerial roles in various companies and extensively travelled across the world for setting up their business across India, Middle East, and SAARCcountries. He has also participated in major exhibitions in CBIT Germany, Global Sources Hong Kong and Mumbai, Canton Fair China, Gitex Dubai etc. Ms. Shivani Kumari Joshi holds degree of B.Ed and M.A. with first class in year 2020 and 2022. She has two years of experience in field of teaching. Reported Earnings • Nov 10
Second quarter 2023 earnings released: EPS: ₹0.44 (vs ₹0.042 in 2Q 2022) Second quarter 2023 results: EPS: ₹0.44 (up from ₹0.042 in 2Q 2022). Revenue: ₹159.9m (up 59% from 2Q 2022). Net income: ₹2.66m (up 149% from 2Q 2022). Profit margin: 1.7% (up from 1.1% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has increased by 157% per year, which means it is tracking significantly ahead of earnings growth. Tillkännagivande • Nov 03
Danube Industries Limited to Report Q2, 2023 Results on Nov 08, 2022 Danube Industries Limited announced that they will report Q2, 2023 results on Nov 08, 2022 Tillkännagivande • Sep 09
Danube Industries Limited, Annual General Meeting, Sep 30, 2022 Danube Industries Limited, Annual General Meeting, Sep 30, 2022, at 11:00 Indian Standard Time. Location: A-2101,Privilon, B/h Iscon Temple, Ambli-Bopal Road, S.G. Highway, Ahmedabad – 380054 Ahmedabad India Agenda: To receive, consider and adopt the Audited Standalone Financial Statements of the Company for the Financial year ended on March 31, 2022 and the Report of the Board of Directors and Auditors thereon;to Appoint a Director in place of Ms. Salonee Rajdev who retires by rotation and, being eligible, offers himself for re-appointment;to increase the Borrowing Power of the Company; and to discuss other matters. Reported Earnings • Aug 18
First quarter 2023 earnings released: EPS: ₹0.37 (vs ₹0.06 in 1Q 2022) First quarter 2023 results: EPS: ₹0.37 (up from ₹0.06 in 1Q 2022). Revenue: ₹105.5m (up 49% from 1Q 2022). Net income: ₹2.24m (up 50% from 1Q 2022). Profit margin: 2.1% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has increased by 250% per year, which means it is tracking significantly ahead of earnings growth. Tillkännagivande • Mar 30
Danube Industries Limited announced that it has received INR 97.5 million in funding On March 29, 2022, Danube Industries Limited closed the transaction. Valuation Update With 7 Day Price Move • Mar 16
Investor sentiment improved over the past week After last week's 24% share price gain to ₹23.90, the stock trades at a trailing P/E ratio of 76.8x. Average trailing P/E is 20x in the Trade Distributors industry in India. Total returns to shareholders of 2,339% over the past three years. Valuation Update With 7 Day Price Move • Feb 24
Investor sentiment deteriorated over the past week After last week's 16% share price decline to ₹19.35, the stock trades at a trailing P/E ratio of 62.2x. Average trailing P/E is 19x in the Trade Distributors industry in India. Total returns to shareholders of 1,933% over the past three years. Tillkännagivande • Feb 07
Danube Industries Limited announced that it expects to receive INR 70 million in funding Danube Industries Limited announced a private placement of 1,000,000 common shares for INR 70 per share for gross proceeds of INR 70,000,000 on February 5, 2022. The shares have a face value of INR 2 per share and are issued at a premium of INR 68 per share on a preferential basis. The transaction is subject to approval of other regulatory / statutory authorities and the shareholders of the company at the extra-ordinary general meeting of the company. The transaction will include participation from Aditya Mahesh Dewani for 125,000 shares, Anchal Mahesh Dewani for 125,000 shares, Barkha Mahesh Dewani for 125,000 shares, Mahesh Kewalram Dewani for 125,000 shares, Malaben Anil Dewani for 130,000 shares, Rahul Anil Dewani for 130,000 shares and Anik K Dewani for 240,000 shares. Valuation Update With 7 Day Price Move • Sep 29
Investor sentiment improved over the past week After last week's 19% share price gain to ₹51.25, the stock trades at a trailing P/E ratio of 55.7x. Average trailing P/E is 28x in the Trade Distributors industry in India. Total returns to shareholders of 1,065% over the past three years. Board Change • Sep 02
High number of new and inexperienced directors There are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Independent Director Richa Vaswani is the most experienced director on the board, commencing their role in 2018. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Sep 02
Investor sentiment improved over the past week After last week's 16% share price gain to ₹37.00, the stock trades at a trailing P/E ratio of 40.1x. Average trailing P/E is 26x in the Trade Distributors industry in India. Total returns to shareholders of 657% over the past three years. Valuation Update With 7 Day Price Move • Aug 10
Investor sentiment improved over the past week After last week's 16% share price gain to ₹33.50, the stock trades at a trailing P/E ratio of 36.3x. Average trailing P/E is 36x in the Trade Distributors industry in India. Total returns to shareholders of 715% over the past three years. Reported Earnings • Jul 31
First quarter 2022 earnings released: EPS ₹0.30 (vs ₹0.15 in 1Q 2021) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: ₹70.6m (up 21% from 1Q 2021). Net income: ₹1.49m (up 90% from 1Q 2021). Profit margin: 2.1% (up from 1.3% in 1Q 2021). The increase in margin was driven by higher revenue. Valuation Update With 7 Day Price Move • Jul 07
Investor sentiment improved over the past week After last week's 17% share price gain to ₹32.25, the stock trades at a trailing P/E ratio of 46.7x. Average trailing P/E is 37x in the Trade Distributors industry in India. Total returns to shareholders of 1,333% over the past three years. Reported Earnings • Jun 25
Full year 2021 earnings released: EPS ₹0.69 (vs ₹0.026 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹340.8m (up 180% from FY 2020). Net income: ₹3.47m (up ₹3.34m from FY 2020). Profit margin: 1.0% (up from 0.1% 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 61% per year but the company’s share price has increased by 152% per year, which means it is tracking significantly ahead of earnings growth. Executive Departure • Jun 10
Company Secretary & Compliance Officer Charu Bavise has left the company On the 1st of June, Charu Bavise's tenure as Company Secretary & Compliance Officer ended after 1.5 years in the role. We don't have any record of a personal shareholding under Charu's name. A total of 2 executives have left over the last 12 months. Valuation Update With 7 Day Price Move • Jun 07
Investor sentiment improved over the past week After last week's 17% share price gain to ₹25.55, the stock trades at a trailing P/E ratio of 52.6x. Average trailing P/E is 27x in the Trade Distributors industry in India. Total returns to shareholders of 1,807% over the past three years. Valuation Update With 7 Day Price Move • Apr 27
Investor sentiment improved over the past week After last week's 21% share price gain to ₹18.75, the stock trades at a trailing P/E ratio of 38.6x. Average trailing P/E is 22x in the Trade Distributors industry in India. Total returns to shareholders of 1,009% over the past three years. Valuation Update With 7 Day Price Move • Feb 20
Investor sentiment deteriorated over the past week After last week's 17% share price decline to ₹20.95, the stock is trading at a trailing P/E ratio of 43.2x, down from the previous P/E ratio of 51.9x. This compares to an average P/E of 26x in the Trade Distributors industry in India. Total returns to shareholders over the past year are 99%. Is New 90 Day High Low • Feb 09
New 90-day high: ₹24.35 The company is up 160% from its price of ₹9.38 on 11 November 2020. The Indian market is up 22% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 71% over the same period. Valuation Update With 7 Day Price Move • Jan 20
Investor sentiment improved over the past week After last week's 16% share price gain to ₹18.50, the stock is trading at a trailing P/E ratio of 56.9x, up from the previous P/E ratio of 49.2x. This compares to an average P/E of 33x in the Trade Distributors industry in India. Total returns to shareholders over the past three years are 124%. Valuation Update With 7 Day Price Move • Jan 15
Investor sentiment improved over the past week After last week's 15% share price gain to ₹16.59, the stock is trading at a trailing P/E ratio of 51x, up from the previous P/E ratio of 44.3x. This compares to an average P/E of 33x in the Trade Distributors industry in India. Total returns to shareholders over the past three years are 101%. Tillkännagivande • Jan 12
Danube Industries Limited to Report Q3, 2021 Results on Feb 12, 2021 Danube Industries Limited announced that they will report Q3, 2021 results on Feb 12, 2021 Valuation Update With 7 Day Price Move • Dec 28
Investor sentiment improved over the past week After last week's 15% share price gain to ₹12.98, the stock is trading at a trailing P/E ratio of 39.9x, up from the previous P/E ratio of 34.6x. This compares to an average P/E of 30x in the Trade Distributors industry in India. Total returns to shareholders over the past three years are 57%. Valuation Update With 7 Day Price Move • Dec 18
Investor sentiment improved over the past week After last week's 21% share price gain to ₹10.93, the stock is trading at a trailing P/E ratio of 33.6x, up from the previous P/E ratio of 27.7x. This compares to an average P/E of 29x in the Trade Distributors industry in India. Total returns to shareholders over the past three years are 26%. Is New 90 Day High Low • Dec 12
New 90-day low: ₹9.00 The company is down 20% from its price of ₹11.27 on 11 September 2020. The Indian market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 35% over the same period. Is New 90 Day High Low • Nov 10
New 90-day low: ₹9.57 The company is down 6.0% from its price of ₹10.20 on 12 August 2020. The Indian market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 53% over the same period.