Duyuru • May 15
Nile Limited to Report Q4, 2026 Results on May 25, 2026 Nile Limited announced that they will report Q4, 2026 results on May 25, 2026 Buy Or Sell Opportunity • Apr 29
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 9.5% to ₹1,671. The fair value is estimated to be ₹1,390, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has grown by 29%. Buy Or Sell Opportunity • Apr 08
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 13% to ₹1,690. The fair value is estimated to be ₹1,398, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has grown by 29%. Valuation Update With 7 Day Price Move • Apr 06
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₹1,671, the stock trades at a trailing P/E ratio of 9.8x. Average trailing P/E is 20x in the Metals and Mining industry in India. Total returns to shareholders of 231% over the past three years. 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 8.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.3% average weekly change). Market cap is less than US$100m (₹4.67b market cap, or US$50.0m). Buy Or Sell Opportunity • Feb 13
Now 22% overvalued The stock has been flat over the last 90 days, currently trading at ₹1,800. The fair value is estimated to be ₹1,471, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has grown by 29%. Reported Earnings • Feb 11
Third quarter 2026 earnings released: EPS: ₹48.82 (vs ₹33.83 in 3Q 2025) Third quarter 2026 results: EPS: ₹48.82 (up from ₹33.83 in 3Q 2025). Revenue: ₹2.91b (up 25% from 3Q 2025). Net income: ₹149.6m (up 47% from 3Q 2025). Profit margin: 5.1% (up from 4.4% in 3Q 2025). 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 47% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Feb 10
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to ₹1,809, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 22x in the Metals and Mining industry in India. Total returns to shareholders of 229% over the past three years. Duyuru • Jan 30
Nile Limited to Report Q3, 2026 Results on Feb 10, 2026 Nile Limited announced that they will report Q3, 2026 results on Feb 10, 2026 New Risk • Nov 22
New minor risk - Dividend sustainability The company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 0.3% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: 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 (₹5.23b market cap, or US$58.4m). Declared Dividend • Nov 17
Dividend of ₹5.00 announced Shareholders will receive a dividend of ₹5.00. Ex-date: 28th November 2025 Payment date: 14th December 2025 Dividend yield will be 0.3%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (3% earnings payout ratio) and cash flows (5% cash payout ratio). The dividend has increased by an average of 2.9% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 37% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Nov 16
Second quarter 2026 earnings released Second quarter 2026 results: Revenue: ₹2.74b (up 8.9% from 2Q 2025). Net income: ₹116.6m (up 39% from 2Q 2025). Profit margin: 4.3% (up from 3.3% in 2Q 2025). The increase in margin was driven by higher revenue. Duyuru • Oct 31
Nile Limited to Report Q2, 2026 Results on Nov 14, 2025 Nile Limited announced that they will report Q2, 2026 results on Nov 14, 2025 New Risk • Oct 03
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 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Market cap is less than US$100m (₹5.75b market cap, or US$64.8m). Duyuru • Oct 01
Nile Limited Approves Appointment of Aditya Akkineni as Independent Director Nile Limited announced that at the AGM held on September 30, 2025, approved appointment of Sri Aditya Akkineni as Independent director. New Risk • Aug 13
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 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Market cap is less than US$100m (₹5.75b market cap, or US$65.8m). Duyuru • Aug 07
Nile Limited, Annual General Meeting, Sep 30, 2025 Nile Limited, Annual General Meeting, Sep 30, 2025. Reported Earnings • Aug 07
First quarter 2026 earnings released First quarter 2026 results: Revenue: ₹2.45b (flat on 1Q 2025). Net income: ₹149.2m (up 84% from 1Q 2025). Profit margin: 6.1% (up from 3.3% in 1Q 2025). Valuation Update With 7 Day Price Move • Jul 30
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₹1,992, the stock trades at a trailing P/E ratio of 16.5x. Average trailing P/E is 22x in the Metals and Mining industry in India. Total returns to shareholders of 339% over the past three years. Duyuru • Jul 26
Nile Limited to Report Q1, 2026 Results on Aug 06, 2025 Nile Limited announced that they will report Q1, 2026 results on Aug 06, 2025 Reported Earnings • May 29
Full year 2025 earnings released: EPS: ₹120 (vs ₹104 in FY 2024) Full year 2025 results: EPS: ₹120 (up from ₹104 in FY 2024). Revenue: ₹9.20b (up 9.8% from FY 2024). Net income: ₹363.4m (up 17% from FY 2024). Profit margin: 4.0% (up from 3.7% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth. Duyuru • May 19
Nile Limited to Report Q4, 2025 Results on May 28, 2025 Nile Limited announced that they will report Q4, 2025 results at 9:15 AM, Indian Standard Time on May 28, 2025 Valuation Update With 7 Day Price Move • May 16
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹1,586, the stock trades at a trailing P/E ratio of 14.6x. Average trailing P/E is 22x in the Metals and Mining industry in India. Total returns to shareholders of 233% over the past three years. Valuation Update With 7 Day Price Move • Mar 24
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹1,574, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 21x in the Metals and Mining industry in India. Total returns to shareholders of 175% over the past three years. New Risk • Feb 14
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Market cap is less than US$100m (₹4.75b market cap, or US$54.8m). Reported Earnings • Feb 12
Third quarter 2025 earnings released: EPS: ₹33.83 (vs ₹39.53 in 3Q 2024) Third quarter 2025 results: EPS: ₹33.83 (down from ₹39.53 in 3Q 2024). Revenue: ₹2.33b (down 7.6% from 3Q 2024). Net income: ₹101.6m (down 14% from 3Q 2024). Profit margin: 4.4% (down from 4.7% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth. Duyuru • Jan 31
Nile Limited to Report Q3, 2025 Results on Feb 10, 2025 Nile Limited announced that they will report Q3, 2025 results on Feb 10, 2025 Valuation Update With 7 Day Price Move • Jan 28
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to ₹1,404, the stock trades at a trailing P/E ratio of 12.3x. Average trailing P/E is 23x in the Metals and Mining industry in India. Total returns to shareholders of 121% over the past three years. Duyuru • Dec 24
Nile Limited Announces Resignation of Yeswanth Nama Venkateswwaralu as Director Sri Yeswanth Nama Venkateswwaralu resigned from the Independent Directorship of the Nile Limited due to personal reasons and professional commitments with effect from 24 December, 2024. He ceased to be a Director of the Company, Member of the Audit Committee, Nomination and Remuneration Committee, and Stakeholders Relationship Committee with effect from 24th December, 2024. He confirmed that there are no other material reasons for his resignation in his resignation letter. He is a Director only in the following Australian Companies:- Svasti Global Markets Pty Ltd. and Svasti Global Pty Ltd. Reported Earnings • Nov 12
Second quarter 2025 earnings released: EPS: ₹27.89 (vs ₹27.24 in 2Q 2024) Second quarter 2025 results: EPS: ₹27.89 (up from ₹27.24 in 2Q 2024). Revenue: ₹2.52b (flat on 2Q 2024). Net income: ₹83.7m (up 2.4% from 2Q 2024). Profit margin: 3.3% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth. Declared Dividend • Nov 09
Dividend of ₹4.00 announced Shareholders will receive a dividend of ₹4.00. Ex-date: 14th November 2024 Payment date: 7th December 2024 Dividend yield will be 0.2%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (3% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. Earnings per share has grown by 33% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Duyuru • Nov 07
Nile Limited Declares Interim Dividend The Board of Nile Limited declared the Interim dividend of INR 4/- (40%) per share on 3001900 equity shares for Fiscal Year 2024-25 and 15th November, 2024 is fixed as the record date for the purpose of payment of interim dividend. Duyuru • Nov 04
Nile Limited to Report Q2, 2025 Results on Nov 07, 2024 Nile Limited announced that they will report Q2, 2025 results on Nov 07, 2024 Valuation Update With 7 Day Price Move • Oct 25
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₹2,081, the stock trades at a trailing P/E ratio of 18.3x. Average trailing P/E is 26x in the Metals and Mining industry in India. Total returns to shareholders of 304% over the past three years. Valuation Update With 7 Day Price Move • Aug 23
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to ₹2,721, the stock trades at a trailing P/E ratio of 23.9x. Average trailing P/E is 26x in the Metals and Mining industry in India. Total returns to shareholders of 375% over the past three years. Reported Earnings • Aug 14
First quarter 2025 earnings released: EPS: ₹29.86 (vs ₹16.82 in 1Q 2024) First quarter 2025 results: EPS: ₹29.86 (up from ₹16.82 in 1Q 2024). Revenue: ₹2.46b (up 52% from 1Q 2024). Net income: ₹89.6m (up 78% from 1Q 2024). Profit margin: 3.7% (up from 3.1% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth. Duyuru • Aug 13
Nile Limited, Annual General Meeting, Sep 28, 2024 Nile Limited, Annual General Meeting, Sep 28, 2024. Duyuru • Jul 31
Nile Limited to Report Q1, 2025 Results on Aug 13, 2024 Nile Limited announced that they will report Q1, 2025 results on Aug 13, 2024 Valuation Update With 7 Day Price Move • Jul 26
Investor sentiment improves as stock rises 24% After last week's 24% share price gain to ₹2,245, the stock trades at a trailing P/E ratio of 21.6x. Average trailing P/E is 26x in the Metals and Mining industry in India. Total returns to shareholders of 241% over the past three years. Valuation Update With 7 Day Price Move • Jul 05
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to ₹1,648, the stock trades at a trailing P/E ratio of 15.9x. Average trailing P/E is 25x in the Metals and Mining industry in India. Total returns to shareholders of 207% over the past three years. Reported Earnings • Jun 04
Full year 2024 earnings released: EPS: ₹104 (vs ₹75.17 in FY 2023) Full year 2024 results: EPS: ₹104 (up from ₹75.17 in FY 2023). Revenue: ₹8.38b (up 3.9% from FY 2023). Net income: ₹311.6m (up 38% from FY 2023). Profit margin: 3.7% (up from 2.8% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • May 30
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to ₹1,161, the stock trades at a trailing P/E ratio of 10.4x. Average trailing P/E is 23x in the Metals and Mining industry in India. Total returns to shareholders of 163% over the past three years. Duyuru • May 22
Nile Limited to Report Q4, 2024 Results on May 30, 2024 Nile Limited announced that they will report Q4, 2024 results on May 30, 2024 Reported Earnings • Feb 14
Third quarter 2024 earnings released: EPS: ₹39.53 (vs ₹16.34 in 3Q 2023) Third quarter 2024 results: EPS: ₹39.53 (up from ₹16.34 in 3Q 2023). Revenue: ₹2.52b (up 17% from 3Q 2023). Net income: ₹118.7m (up 142% from 3Q 2023). Profit margin: 4.7% (up from 2.3% 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 20% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Feb 13
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₹1,217, the stock trades at a trailing P/E ratio of 13.7x. Average trailing P/E is 23x in the Metals and Mining industry in India. Total returns to shareholders of 254% over the past three years. Duyuru • Feb 03
Nile Limited to Report Q3, 2024 Results on Feb 13, 2024 Nile Limited announced that they will report Q3, 2024 results on Feb 13, 2024 Duyuru • Feb 01
Nile Limited Announces Resignation of Shri Ashok Vemulapalli as Director ,Chairman of the CSR Committee, Member of the Audit Committee and Member of Nomination and Remuneration Committee Nile Limited Announced the resignation of Shri Ashok Vemulapalli as Director,Chairman of the CSR Committee, member of the audit committee and member of nomination and remuneration committee with effect from January 31, 2024 due to personal reasons and professional commitments. Valuation Update With 7 Day Price Move • Jan 12
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₹1,074, the stock trades at a trailing P/E ratio of 12.1x. Average trailing P/E is 24x in the Metals and Mining industry in India. Total returns to shareholders of 210% over the past three years. Upcoming Dividend • Nov 10
Upcoming dividend of ₹3.00 per share at 0.4% yield Eligible shareholders must have bought the stock before 17 November 2023. Payment date: 06 December 2023. Payout ratio is a comfortable 3.4% but the company is not cash flow positive. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (7.2%). Reported Earnings • Nov 07
Second quarter 2024 earnings released: EPS: ₹27.24 (vs ₹8.92 in 2Q 2023) Second quarter 2024 results: EPS: ₹27.24 (up from ₹8.92 in 2Q 2023). Revenue: ₹2.51b (up 18% from 2Q 2023). Net income: ₹81.8m (up 206% from 2Q 2023). Profit margin: 3.3% (up from 1.3% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth. New Risk • Nov 06
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.7% average weekly change). Market cap is less than US$100m (₹2.44b market cap, or US$29.3m). Valuation Update With 7 Day Price Move • Nov 06
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to ₹812, the stock trades at a trailing P/E ratio of 11.5x. Average trailing P/E is 19x in the Metals and Mining industry in India. Total returns to shareholders of 203% over the past three years. Duyuru • Oct 28
Nile Limited to Report Q2, 2024 Results on Nov 06, 2023 Nile Limited announced that they will report Q2, 2024 results on Nov 06, 2023 Duyuru • Aug 08
Nile Limited, Annual General Meeting, Sep 30, 2023 Nile Limited, Annual General Meeting, Sep 30, 2023. Reported Earnings • Aug 08
First quarter 2024 earnings released: EPS: ₹16.82 (vs ₹21.48 in 1Q 2023) First quarter 2024 results: EPS: ₹16.82 (down from ₹21.48 in 1Q 2023). Revenue: ₹1.61b (flat on 1Q 2023). Net income: ₹50.5m (down 22% from 1Q 2023). Profit margin: 3.1% (down from 4.0% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth. Duyuru • Jul 29
Nile Limited to Report Q1, 2024 Results on Aug 07, 2023 Nile Limited announced that they will report Q1, 2024 results on Aug 07, 2023 New Risk • Jun 15
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: Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Market cap is less than US$100m (₹2.42b market cap, or US$29.5m). Valuation Update With 7 Day Price Move • Jun 13
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹839, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 15x in the Metals and Mining industry in India. Total returns to shareholders of 306% over the past three years. Reported Earnings • May 24
Full year 2023 earnings released: EPS: ₹75.41 (vs ₹79.43 in FY 2022) Full year 2023 results: EPS: ₹75.41 (down from ₹79.43 in FY 2022). Revenue: ₹8.06b (up 15% from FY 2022). Net income: ₹225.7m (down 5.4% from FY 2022). Profit margin: 2.8% (down from 3.4% 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 28% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • May 22
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to ₹692, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 15x in the Metals and Mining industry in India. Total returns to shareholders of 287% over the past three years. Duyuru • May 13
Nile Limited to Report Q4, 2023 Results on May 22, 2023 Nile Limited announced that they will report Q4, 2023 results on May 22, 2023 Reported Earnings • Feb 14
Third quarter 2023 earnings released: EPS: ₹16.34 (vs ₹19.94 in 3Q 2022) Third quarter 2023 results: EPS: ₹16.34 (down from ₹19.94 in 3Q 2022). Revenue: ₹2.16b (up 7.1% from 3Q 2022). Net income: ₹49.0m (down 18% from 3Q 2022). Profit margin: 2.3% (down from 3.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth. Duyuru • Feb 03
Nile Limited to Report Q3, 2023 Results on Feb 13, 2023 Nile Limited announced that they will report Q3, 2023 results on Feb 13, 2023 Upcoming Dividend • Nov 18
Upcoming dividend of ₹2.00 per share Eligible shareholders must have bought the stock before 25 November 2022. Payment date: 11 December 2022. Payout ratio is a comfortable 3.0% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.6%). Lower than average of industry peers (5.7%). Board Change • Nov 16
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. 2 experienced directors. 7 highly experienced directors. Non-Executive & Independent Director Jonnalagadda Venkateswarlu 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 13
Second quarter 2023 earnings released: EPS: ₹8.92 (vs ₹26.10 in 2Q 2022) Second quarter 2023 results: EPS: ₹8.92 (down from ₹26.10 in 2Q 2022). Revenue: ₹2.12b (up 6.3% from 2Q 2022). Net income: ₹26.8m (down 66% from 2Q 2022). Profit margin: 1.3% (down from 3.9% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 39% per year. Duyuru • Nov 11
Nile Limited Recommends Interim Dividend for Year 2022-23 Nile Limited at the board meeting held on November 11, 2022, recommended interim dividend of INR 2 (20%) per share on 3,001,900 equity shares for year 2022-23. 25th November, 2022 is fixed as the record date for the purpose of payment of interim dividend. Duyuru • Nov 03
Nile Limited to Report Q2, 2023 Results on Nov 11, 2022 Nile Limited announced that they will report Q2, 2023 results on Nov 11, 2022 Valuation Update With 7 Day Price Move • Sep 09
Investor sentiment improved over the past week After last week's 26% share price gain to ₹713, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 14x in the Metals and Mining industry in India. Total returns to shareholders of 186% over the past three years. Duyuru • Sep 03
Nile Limited, Annual General Meeting, Sep 30, 2022 Nile Limited, Annual General Meeting, Sep 30, 2022, at 10:00 Indian Standard Time. Agenda: To receive, consider and adopt the Standalone Audited Financial Statements of the Company for the financial year ended 31st March, 2022, together with the reports of the Board of Directors and the Auditors thereon; and the Consolidated Audited Financial Statements of the Company for the financial year ended 31 March, 2022, together with the report of the Auditors thereon; to consider interim dividend; to consider ratification of remuneration payable to Cost Auditor; and to consider other matters. Reported Earnings • Aug 14
First quarter 2023 earnings released: EPS: ₹21.48 (vs ₹16.86 in 1Q 2022) First quarter 2023 results: EPS: ₹21.48 (up from ₹16.86 in 1Q 2022). Revenue: ₹1.61b (up 18% from 1Q 2022). Net income: ₹64.5m (up 27% from 1Q 2022). Profit margin: 4.0% (up from 3.7% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year whereas the company’s share price has increased by 38% per year. Reported Earnings • May 26
Full year 2022 earnings released: EPS: ₹79.24 (vs ₹45.88 in FY 2021) Full year 2022 results: EPS: ₹79.24 (up from ₹45.88 in FY 2021). Revenue: ₹7.02b (up 31% from FY 2021). Net income: ₹238.4m (up 73% from FY 2021). Profit margin: 3.4% (up from 2.6% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth. Duyuru • May 12
Nile Limited to Report Q4, 2022 Results on May 20, 2022 Nile Limited announced that they will report Q4, 2022 results on May 20, 2022 Valuation Update With 7 Day Price Move • May 09
Investor sentiment deteriorated over the past week After last week's 18% share price decline to ₹444, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 13x in the Metals and Mining industry in India. Total returns to shareholders of 52% over the past three years. Buying Opportunity • May 06
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 28%. The fair value is estimated to be ₹612, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years. Earnings per share has grown by 28%. Board Change • Apr 27
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. 5 experienced directors. 4 highly experienced directors. Non-Executive & Independent Director Jonnalagadda Venkateswarlu 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 • Feb 13
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: ₹19.94 (down from ₹20.10 in 3Q 2021). Revenue: ₹2.01b (up 45% from 3Q 2021). Net income: ₹59.9m (flat on 3Q 2021). Profit margin: 3.0% (down from 4.3% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 28% per year and the company’s share price has also increased by 28% per year. Duyuru • Feb 12
Nile Limited Announces Management Changes Nile Limited at its board meeting held on February 11, 2022, announced reconstitution of the Nomination and Remuneration Committee to include Smt. Vuyyuru Rajeswari, Non-Executive and Non-lndependent Director as a member of the committee in place of Sri. Vuyyuru Ramesh, Executive Chairman w.e.f. February 11, 2022. Duyuru • Feb 02
Nile Limited to Report Q3, 2022 Results on Feb 11, 2022 Nile Limited announced that they will report Q3, 2022 results on Feb 11, 2022 Board Change • Jan 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 4 highly experienced directors. Non-Executive & Independent Director Jonnalagadda Venkateswarlu 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. 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. 5 experienced directors. 4 highly experienced directors. Non-Executive & Independent Director Jonnalagadda Venkateswarlu 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. Upcoming Dividend • Nov 18
Upcoming dividend of ₹1.00 per share Eligible shareholders must have bought the stock before 25 November 2021. Payment date: 12 December 2021. Trailing yield: 0.2%. Lower than top quartile of Indian dividend payers (1.4%). Lower than average of industry peers (3.2%). Reported Earnings • Sep 03
Full year 2021 earnings released: EPS ₹46.15 (vs ₹36.42 in FY 2020) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: ₹5.37b (down 9.5% from FY 2020). Net income: ₹137.7m (up 26% from FY 2020). Profit margin: 2.6% (up from 1.8% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Aug 02
Investor sentiment improved over the past week After last week's 21% share price gain to ₹694, the stock trades at a trailing P/E ratio of 23.5x. Average trailing P/E is 16x in the Metals and Mining industry in India. Total returns to shareholders of 30% over the past three years. Duyuru • Apr 27
Nile Limited Announces Halt of Smelting Operation in Rotary Furnaces Nile Limited announced that the Government of India, with a view to ensure availability of Oxygen in hospitals, instructed all state governments to stop supply of liquid Oxygen to industries which are not in exempted categories. Accordingly, Oxygen supplies to Tirupati Lead recycling plant have been interrupted. The company has requested the Government of Andhra Pradesh to permit resumption of Oxygen supply to the factory since the company is in the exempted category, and is waiting for the Government's decision. In the meantime, the smelting operation in rotary furnaces has stopped, but the refining operations are continuing. Other recycling plant in Telangana does not use liquid Oxygen, and the operations at this plant are not affected. Reported Earnings • Feb 15
Third quarter 2021 earnings released: EPS ₹20.10 (vs ₹22.92 in 3Q 2020) The company reported a poor third quarter result with weaker earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: ₹1.39b (down 15% from 3Q 2020). Net income: ₹60.3m (down 12% from 3Q 2020). Profit margin: 4.3% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings. Duyuru • Feb 02
Nile Limited to Report Q3, 2021 Results on Feb 12, 2021 Nile Limited announced that they will report Q3, 2021 results on Feb 12, 2021 Valuation Update With 7 Day Price Move • Jan 06
Investor sentiment improved over the past week After last week's 16% share price gain to ₹360, the stock is trading at a trailing P/E ratio of 10x, up from the previous P/E ratio of 8.6x. This compares to an average P/E of 17x in the Metals and Mining industry in India. Total return to shareholders over the past three years is a loss of 63%. Is New 90 Day High Low • Jan 05
New 90-day high: ₹323 The company is up 20% from its price of ₹269 on 07 October 2020. The Indian market is also up 20% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Metals and Mining industry, which is up 39% over the same period. Is New 90 Day High Low • Dec 02
New 90-day high: ₹307 The company is up 2.0% from its price of ₹301 on 03 September 2020. The Indian market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 12% over the same period. Duyuru • Sep 13
Nile Limited to Report Q1, 2021 Results on Aug 12, 2020 Nile Limited announced that they will report Q1, 2021 results on Aug 12, 2020 Duyuru • Aug 15
Nile Limited Announces Executive Changes Nile Limited announced at the Board Meeting held on 12th August 2020, the directors approved Sri. Vuyyuru Rimesh, Executivethairman and Sandeep Vuyyuru Ramesh, Managing- Director. The current term of Sri. Vuyyuru Ramesh as Chairman & Managing Director of the Company expired on 13th August, 2020. He wished to relinquish the post of Managing Director and continue as the Executive Chairman. Therefore, the Board of Directors appointed him as Executive Chairman for 5 years with effect from 12th August, 2020. The current term of Sri. Sandeep Vuyyuru Ramesh, as Executive Director of the Company expired on 13th August, 2020. The Board of Directors appointed him as Managing Director for 3 years with effect from 12th August, 2020. Duyuru • Jun 21
Nile Limited to Report Fiscal Year 2020 Results on Jun 20, 2020 Nile Limited announced that they will report fiscal year 2020 results on Jun 20, 2020