Valuation Update With 7 Day Price Move • Jun 03
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹1,086, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 23x in the Luxury industry in India. Total returns to shareholders of 80% over the past three years. Reported Earnings • May 13
Full year 2026 earnings: EPS and revenues miss analyst expectations Full year 2026 results: EPS: ₹25.35 (up from ₹23.85 in FY 2025). Revenue: ₹67.8b (up 6.2% from FY 2025). Net income: ₹8.67b (up 6.3% from FY 2025). Profit margin: 13% (in line with FY 2025). Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 8.1%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth. Duyuru • May 04
K.P.R. Mill Limited to Report Fiscal Year 2026 Results on May 12, 2026 K.P.R. Mill Limited announced that they will report fiscal year 2026 results on May 12, 2026 New Risk • Mar 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 7.6% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.6% average weekly change). Major Estimate Revision • Feb 21
Consensus EPS estimates increase by 11%, revenue downgraded The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from ₹71.0b to ₹69.0b. EPS estimate rose from ₹25.35 to ₹28.08. Net income forecast to grow 21% next year vs 23% growth forecast for Luxury industry in India. Consensus price target of ₹1,098 unchanged from last update. Share price was steady at ₹934 over the past week. Major Estimate Revision • Feb 17
Consensus EPS estimates fall by 12% The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₹71.3b to ₹69.0b. EPS estimate also fell from ₹28.89 per share to ₹25.45 per share. Net income forecast to grow 23% next year vs 26% growth forecast for Luxury industry in India. Consensus price target of ₹1,098 unchanged from last update. Share price fell 3.9% to ₹914 over the past week. Declared Dividend • Feb 11
Dividend of ₹2.50 announced Dividend of ₹2.50 is the same as last year. Ex-date: 13th February 2026 Payment date: 11th March 2026 Dividend yield will be 0.6%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 40% over the next 2 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Feb 10
Third quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behind Third quarter 2026 results: EPS: ₹6.10 (up from ₹5.92 in 3Q 2025). Revenue: ₹14.7b (down 4.0% from 3Q 2025). Net income: ₹2.09b (up 3.1% from 3Q 2025). Profit margin: 14% (in line with 3Q 2025). Revenue missed analyst estimates by 10%. Earnings per share (EPS) exceeded analyst estimates by 3.2%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth. Duyuru • Jan 29
K.P.R. Mill Limited to Report Q3, 2026 Results on Feb 09, 2026 K.P.R. Mill Limited announced that they will report Q3, 2026 results on Feb 09, 2026 Reported Earnings • Nov 05
Second quarter 2026 earnings: EPS exceeds analyst expectations Second quarter 2026 results: EPS: ₹6.38 (up from ₹6.00 in 2Q 2025). Revenue: ₹16.6b (up 12% from 2Q 2025). Net income: ₹2.18b (up 6.4% from 2Q 2025). Profit margin: 13% (in line with 2Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 22%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 25% per year, which means it is well ahead of earnings. Duyuru • Oct 23
K.P.R. Mill Limited to Report Q2, 2026 Results on Nov 04, 2025 K.P.R. Mill Limited announced that they will report Q2, 2026 results at 12:08 PM, Indian Standard Time on Nov 04, 2025 Major Estimate Revision • Aug 14
Consensus EPS estimates fall by 13% The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from ₹31.86 to ₹27.70 per share. Revenue forecast steady at ₹72.0b. Net income forecast to grow 23% next year vs 21% growth forecast for Luxury industry in India. Consensus price target broadly unchanged at ₹1,127. Share price fell 6.6% to ₹950 over the past week. Reported Earnings • Aug 07
First quarter 2026 earnings released: EPS: ₹6.22 (vs ₹5.95 in 1Q 2025) First quarter 2026 results: EPS: ₹6.22 (up from ₹5.95 in 1Q 2025). Revenue: ₹17.7b (up 9.7% from 1Q 2025). Net income: ₹2.13b (up 4.6% from 1Q 2025). Profit margin: 12% (in line with 1Q 2025). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings. Duyuru • Jul 25
K.P.R. Mill Limited to Report Q1, 2026 Results on Aug 06, 2025 K.P.R. Mill Limited announced that they will report Q1, 2026 results on Aug 06, 2025 Upcoming Dividend • Jul 16
Upcoming dividend of ₹2.50 per share Eligible shareholders must have bought the stock before 23 July 2025. Payment date: 29 August 2025. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.2%). Lower than average of industry peers (0.6%). Reported Earnings • Jul 04
Full year 2025 earnings: EPS and revenues miss analyst expectations Full year 2025 results: EPS: ₹23.85 (up from ₹23.56 in FY 2024). Revenue: ₹63.9b (up 5.4% from FY 2024). Net income: ₹8.15b (up 1.2% from FY 2024). Profit margin: 13% (in line with FY 2024). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 5.0%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 33% per year, which means it is well ahead of earnings. Declared Dividend • Jun 25
Final dividend of ₹2.50 announced Dividend of ₹2.50 is the same as last year. Ex-date: 23rd July 2025 Payment date: 29th August 2025 Dividend yield will be 0.4%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 61% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Duyuru • Jun 23
K.P.R. Mill Limited, Annual General Meeting, Jul 30, 2025 K.P.R. Mill Limited, Annual General Meeting, Jul 30, 2025, at 14:30 Indian Standard Time. Reported Earnings • May 11
Full year 2025 earnings: EPS and revenues miss analyst expectations Full year 2025 results: EPS: ₹23.85 (up from ₹23.56 in FY 2024). Revenue: ₹64.6b (up 6.6% from FY 2024). Net income: ₹8.15b (up 1.2% from FY 2024). Profit margin: 13% (in line with FY 2024). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 5.0%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 32% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • May 08
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₹1,189, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 24x in the Luxury industry in India. Total returns to shareholders of 108% over the past three years. Duyuru • May 01
K.P.R. Mill Limited to Report Fiscal Year 2025 Results on May 09, 2025 K.P.R. Mill Limited announced that they will report fiscal year 2025 results on May 09, 2025 Valuation Update With 7 Day Price Move • Apr 17
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹1,066, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 23x in the Luxury industry in India. Total returns to shareholders of 66% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹438 per share. Declared Dividend • Feb 05
Dividend of ₹2.50 announced Dividend of ₹2.50 is the same as last year. Ex-date: 7th February 2025 Payment date: 5th March 2025 Dividend yield will be 0.5%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 55% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Feb 04
Third quarter 2025 earnings: EPS misses analyst expectations Third quarter 2025 results: EPS: ₹5.92 (up from ₹5.47 in 3Q 2024). Revenue: ₹15.3b (up 23% from 3Q 2024). Net income: ₹2.02b (up 8.1% from 3Q 2024). Profit margin: 13% (down from 15% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.8%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings. Duyuru • Feb 03
K.P.R. Mill Limited Declares Interim Dividend for Fiscal Year 2024-25 K.P.R. Mill Limited at its board meeting held on February 3, 2025 declared 250% interim Dividend for Fiscal Year 2024-25 (INR 2.50 per equity share of INR 1 each) and Record Date for the same is February 7, 2025. Duyuru • Jan 24
K.P.R. Mill Limited to Report Q3, 2025 Results on Feb 03, 2025 K.P.R. Mill Limited announced that they will report Q3, 2025 results on Feb 03, 2025 Reported Earnings • Nov 06
Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behind Second quarter 2025 results: EPS: ₹6.00 (up from ₹5.90 in 2Q 2024). Revenue: ₹15.2b (flat on 2Q 2024). Net income: ₹2.05b (up 1.6% from 2Q 2024). Profit margin: 14% (in line with 2Q 2024). Revenue missed analyst estimates by 3.9%. Earnings per share (EPS) exceeded analyst estimates by 8.7%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Luxury industry in India. 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 19% per year, which means it is well ahead of earnings. Duyuru • Oct 24
K.P.R. Mill Limited to Report Q2, 2025 Results on Nov 05, 2024 K.P.R. Mill Limited announced that they will report Q2, 2025 results on Nov 05, 2024 Valuation Update With 7 Day Price Move • Sep 24
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹1,009, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 31x in the Luxury industry in India. Total returns to shareholders of 127% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹461 per share. Price Target Changed • Aug 14
Price target increased by 8.3% to ₹992 Up from ₹916, the current price target is an average from 7 analysts. New target price is 16% above last closing price of ₹857. Stock is up 31% over the past year. The company is forecast to post earnings per share of ₹28.53 for next year compared to ₹23.56 last year. Reported Earnings • Aug 01
First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behind First quarter 2025 results: EPS: ₹5.95 (up from ₹5.93 in 1Q 2024). Revenue: ₹16.1b (flat on 1Q 2024). Net income: ₹2.03b (flat on 1Q 2024). Profit margin: 13% (in line with 1Q 2024). Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 1.6%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth. Duyuru • Jul 22
K.P.R. Mill Limited Declares Dividend K.P.R. Mill Limited at its AGM held on 22 July, 2024 declared Dividend @250% (INR 2.50 per Equity share of face value INR 1 each). Upcoming Dividend • Jul 08
Upcoming dividend of ₹2.50 per share Eligible shareholders must have bought the stock before 15 July 2024. Payment date: 21 August 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.1%). In line with average of industry peers (0.5%). Reported Earnings • Jun 18
Full year 2024 earnings: EPS and revenues miss analyst expectations Full year 2024 results: EPS: ₹23.56 (down from ₹23.81 in FY 2023). Revenue: ₹60.6b (down 2.0% from FY 2023). Net income: ₹8.05b (down 1.1% from FY 2023). Profit margin: 13% (in line with FY 2023). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 3.0%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth. Declared Dividend • Jun 06
Final dividend of ₹2.50 announced Shareholders will receive a dividend of ₹2.50. Ex-date: 15th July 2024 Payment date: 21st August 2024 Dividend yield will be 0.6%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 24% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Duyuru • Jun 06
K.P.R. Mill Limited, Annual General Meeting, Jul 22, 2024 K.P.R. Mill Limited, Annual General Meeting, Jul 22, 2024, at 14:03 Indian Standard Time. Board Change • Jun 01
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Director Sridharan Rangarajan was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Duyuru • May 06
K.P.R. Mill Limited Approves the Appointment of Independent Directors K.P.R. Mill Limited approved the appointment of Mr. M. AIagiriswamy, Mr. R.Sridharan, Mr. K.Thangavelu and Mr.K.V.Ramananda Rao as an Independent Directors. Reported Earnings • May 02
Full year 2024 earnings: EPS and revenues miss analyst expectations Full year 2024 results: EPS: ₹23.56 (down from ₹23.81 in FY 2023). Revenue: ₹61.3b (down 1.0% from FY 2023). Net income: ₹8.05b (down 1.1% from FY 2023). Profit margin: 13% (in line with FY 2023). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 3.0%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth. Duyuru • Mar 21
K.P.R. Mill Limited Announces Management Changes, Effective 31 March, 2024 K.P.R. Mill Limited announced Consequent on the completion of their second term of five consecutive years the following Independent Directors vacate their office on 31st March, 2024: Mr. G.P. Muniappan, M.A., C.A.1.1.B.,PGDBM, Coimbatore (DIN:01653599); Dr. K. Sabapathy, M.Sc., M.Phil., PhD, Coimbatore (DIN:00001794); Mr. A.M. Palanisamy, FCA, Coimbatore (DIN:00112303); Mr. C. Thirumurthy B.Com, B.L, F.C.S, Coimbatore (DIN:00001991). Reported Earnings • Feb 06
Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behind Third quarter 2024 results: EPS: ₹5.47 (up from ₹5.11 in 3Q 2023). Revenue: ₹12.7b (down 11% from 3Q 2023). Net income: ₹1.87b (up 7.2% from 3Q 2023). Profit margin: 15% (up from 12% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 17%. Earnings per share (EPS) exceeded analyst estimates by 5.4%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth. Duyuru • Jan 25
K.P.R. Mill Limited to Report Q3, 2024 Results on Feb 05, 2024 K.P.R. Mill Limited announced that they will report Q3, 2024 results on Feb 05, 2024 Price Target Changed • Dec 20
Price target increased by 9.4% to ₹863 Up from ₹789, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of ₹841. Stock is up 63% over the past year. The company is forecast to post earnings per share of ₹27.50 for next year compared to ₹23.81 last year. Price Target Changed • Nov 22
Price target increased by 7.0% to ₹806 Up from ₹753, the current price target is an average from 6 analysts. New target price is 8.0% below last closing price of ₹876. Stock is up 58% over the past year. The company is forecast to post earnings per share of ₹28.50 for next year compared to ₹23.81 last year. Reported Earnings • Nov 07
Second quarter 2024 earnings: EPS and revenues exceed analyst expectations Second quarter 2024 results: EPS: ₹5.90 (down from ₹5.95 in 2Q 2023). Revenue: ₹15.3b (up 26% from 2Q 2023). Net income: ₹2.02b (flat on 2Q 2023). Profit margin: 13% (down from 17% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) also surpassed analyst estimates by 5.0%. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 71% per year, which means it is tracking significantly ahead of earnings growth. Major Estimate Revision • Aug 08
Consensus EPS estimates fall by 13% The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₹65.5b to ₹62.5b. EPS estimate also fell from ₹27.19 per share to ₹23.60 per share. Net income forecast to grow 24% next year vs 32% growth forecast for Luxury industry in India. Consensus price target broadly unchanged at ₹729. Share price was steady at ₹626 over the past week. Reported Earnings • Aug 02
First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behind First quarter 2024 results: EPS: ₹5.93 (down from ₹6.62 in 1Q 2023). Revenue: ₹16.1b (up 1.6% from 1Q 2023). Net income: ₹2.03b (down 11% from 1Q 2023). Profit margin: 13% (down from 14% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 6.0%. Earnings per share (EPS) exceeded analyst estimates by 3.7%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 89% per year, which means it is tracking significantly ahead of earnings growth. Price Target Changed • Jul 14
Price target increased by 8.3% to ₹716 Up from ₹661, the current price target is an average from 7 analysts. New target price is 11% above last closing price of ₹646. Stock is up 27% over the past year. The company is forecast to post earnings per share of ₹26.65 for next year compared to ₹23.81 last year. Upcoming Dividend • Jul 14
Upcoming dividend of ₹2.00 per share at 0.6% yield Eligible shareholders must have bought the stock before 21 July 2023. Payment date: 28 August 2023. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.5%). In line with average of industry peers (0.5%). Reported Earnings • Jul 03
Full year 2023 earnings: EPS in line with analyst expectations despite revenue beat Full year 2023 results: EPS: ₹23.81 (down from ₹24.47 in FY 2022). Revenue: ₹62.5b (up 30% from FY 2022). Net income: ₹8.14b (down 3.3% from FY 2022). Profit margin: 13% (down from 18% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 89% per year, which means it is tracking significantly ahead of earnings growth. Duyuru • Jun 22
K.P.R. Mill Limited, Annual General Meeting, Jul 28, 2023 K.P.R. Mill Limited, Annual General Meeting, Jul 28, 2023, at 14:30 Indian Standard Time. Reported Earnings • May 05
Full year 2023 earnings released: EPS: ₹23.81 (vs ₹24.47 in FY 2022) Full year 2023 results: EPS: ₹23.81 (down from ₹24.47 in FY 2022). Revenue: ₹62.5b (up 30% from FY 2022). Net income: ₹8.14b (down 3.3% from FY 2022). Profit margin: 13% (down from 18% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 90% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Feb 07
Third quarter 2023 earnings released: EPS: ₹5.11 (vs ₹6.16 in 3Q 2022) Third quarter 2023 results: EPS: ₹5.11 (down from ₹6.16 in 3Q 2022). Revenue: ₹14.4b (up 15% from 3Q 2022). Net income: ₹1.75b (down 18% from 3Q 2022). Profit margin: 12% (down from 17% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth. Duyuru • Jan 24
K.P.R. Mill Limited to Report Q3, 2023 Results on Feb 06, 2023 K.P.R. Mill Limited announced that they will report Q3, 2023 results on Feb 06, 2023 Board Change • Nov 16
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. Head of Operations for Garment Division & Executive Director E. Sakthivel was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 08
Second quarter 2023 earnings released: EPS: ₹5.95 (vs ₹7.04 in 2Q 2022) Second quarter 2023 results: EPS: ₹5.95 (down from ₹7.04 in 2Q 2022). Revenue: ₹12.4b (up 2.4% from 2Q 2022). Net income: ₹2.03b (down 16% from 2Q 2022). Profit margin: 16% (down from 20% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Aug 04
Upcoming dividend of ₹0.15 per share Eligible shareholders must have bought the stock before 11 August 2022. Payment date: 22 September 2022. Payout ratio is a comfortable 0.6% but the company is not cash flow positive. The company last paid an ordinary dividend in September 2011. The average dividend yield among industry peers is 0.6%. Reported Earnings • Jul 27
Full year 2022 earnings: EPS misses analyst expectations Full year 2022 results: EPS: ₹24.47 (up from ₹14.98 in FY 2021). Revenue: ₹48.2b (up 37% from FY 2021). Net income: ₹8.42b (up 63% from FY 2021). Profit margin: 18% (up from 15% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 18%, compared to a 23% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has increased by 70% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Jul 21
Investor sentiment improved over the past week After last week's 17% share price gain to ₹599, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 20x in the Luxury industry in India. Total returns to shareholders of 433% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹430 per share. Reported Earnings • May 01
Full year 2022 earnings: EPS misses analyst expectations Full year 2022 results: EPS: ₹24.47 (up from ₹14.98 in FY 2021). Revenue: ₹48.2b (up 37% from FY 2021). Net income: ₹8.42b (up 63% from FY 2021). Profit margin: 18% (up from 15% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 16%, compared to a 22% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth. Price Target Changed • Apr 27
Price target increased to ₹738 Up from ₹595, the current price target is an average from 4 analysts. New target price is 9.8% above last closing price of ₹672. Stock is up 150% over the past year. The company is forecast to post earnings per share of ₹24.73 for next year compared to ₹14.98 last year.