GMM PFAUDLER LIMITED |
Delayed
Other stock markets
|
5-day change | 1st Jan Change | ||
| 1,443 INR | +0.63% |
|
+1.24% | -10.44% |
| Feb. 01 | Transcript : GMM Pfaudler Limited, Q3 2024 Earnings Call, Feb 01, 2024 | |
| Feb. 01 | GMM Pfaudler Limited Reports Earnings Results for the Third Quarter and Nine Months Ended December 31, 2023 | CI |
Valuation
| Fiscal Period: March | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Capitalization 1 | 17,541 | 36,747 | 62,931 | 66,698 | 65,901 | 64,457 | - | - |
| Enterprise Value (EV) 1 | 17,541 | 36,747 | 62,931 | 66,698 | 65,901 | 64,457 | 64,457 | 64,457 |
| P/E ratio | 34.7 x | 51.7 x | 85.8 x | - | 39.1 x | 33.9 x | 28.5 x | 22.6 x |
| Yield | - | 0.2% | 0.12% | 0.13% | 0.14% | 0.17% | 0.17% | 0.21% |
| Capitalization / Revenue | 3.49 x | 6.22 x | 6.29 x | 2.63 x | 2.07 x | 1.79 x | 1.74 x | 1.57 x |
| EV / Revenue | 3.49 x | 6.22 x | 6.29 x | 2.63 x | 2.07 x | 1.79 x | 1.74 x | 1.57 x |
| EV / EBITDA | 22.8 x | 33.1 x | 41.1 x | 23.5 x | 15.3 x | 13.3 x | 12.6 x | 11 x |
| EV / FCF | - | -413,211,888 x | 81,074,001 x | 63,685,424 x | 56,854,928 x | - | - | - |
| FCF Yield | - | -0% | 0% | 0% | 0% | - | - | - |
| Price to Book | 6.52 x | 10.7 x | 15.5 x | 12.6 x | 8.19 x | - | - | - |
| Nbr of stocks (in thousands) | 43,853 | 43,853 | 43,853 | 43,845 | 44,957 | 44,957 | - | - |
| Reference price 2 | 400.0 | 838.0 | 1,435 | 1,521 | 1,466 | 1,434 | 1,434 | 1,434 |
| Announcement Date | 5/31/19 | 5/23/20 | 5/28/21 | 5/25/22 | 5/25/23 | - | - | - |
1INR in Million2INR
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: March | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 5,026 | 5,911 | 10,011 | 25,406 | 31,776 | 35,983 | 37,092 | 41,036 |
| EBITDA 1 | 769.7 | 1,111 | 1,530 | 2,839 | 4,312 | 4,830 | 5,100 | 5,851 |
| EBIT 1 | 659.9 | 900.2 | 1,024 | 1,512 | 3,117 | 3,504 | 3,632 | 4,234 |
| Operating Margin | 13.13% | 15.23% | 10.23% | 5.95% | 9.81% | 9.74% | 9.79% | 10.32% |
| Earnings before Tax (EBT) 1 | 732.7 | 922.9 | 678.6 | 1,334 | 2,752 | 2,759 | 3,182 | 4,021 |
| Net income 1 | 505.8 | 711.3 | 733.6 | 850.5 | 1,666 | 1,900 | 2,261 | 2,849 |
| Net margin | 10.06% | 12.03% | 7.33% | 3.35% | 5.24% | 5.28% | 6.1% | 6.94% |
| EPS 2 | 11.53 | 16.22 | 16.73 | - | 37.51 | 42.30 | 50.30 | 63.40 |
| Free Cash Flow | - | -88.93 | 776.2 | 1,047 | 1,159 | - | - | - |
| FCF margin | - | -1.5% | 7.75% | 4.12% | 3.65% | - | - | - |
| FCF Conversion (EBITDA) | - | - | 50.74% | 36.89% | 26.88% | - | - | - |
| FCF Conversion (Net income) | - | - | 105.8% | 123.14% | 69.56% | - | - | - |
| Dividend per Share 2 | - | 1.667 | 1.667 | 2.000 | 2.000 | 2.500 | 2.500 | 3.000 |
| Announcement Date | 5/31/19 | 5/23/20 | 5/28/21 | 5/25/22 | 5/25/23 | - | - | - |
1INR in Million2INR
Estimates
Income Statement Evolution (Quarterly data)
| Fiscal Period: March | 2023 Q1 | 2023 Q2 | 2023 Q4 | 2024 Q1 | 2024 Q2 | 2024 Q3 |
|---|---|---|---|---|---|---|
| Net sales 1 | 7,392 | 7,800 | 8,660 | 9,123 | 9,036 | 9,346 |
| EBITDA 1 | 978.1 | 1,188 | 962 | 1,321 | 1,374 | 1,405 |
| EBIT | - | - | - | - | - | - |
| Operating Margin | - | - | - | - | - | - |
| Earnings before Tax (EBT) | - | - | - | - | - | - |
| Net income | 445.1 | 649.8 | 384.7 | - | - | - |
| Net margin | 6.02% | 8.33% | 4.44% | - | - | - |
| EPS | - | - | - | - | - | - |
| Dividend per Share | - | - | - | - | - | - |
| Announcement Date | 7/28/22 | 11/3/22 | 5/25/23 | 8/10/23 | - | - |
1INR in Million
Estimates
Balance Sheet Analysis
| Fiscal Period: March | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net Debt | - | - | - | - | - | - | - | - |
| Net Cash position | - | - | - | - | - | - | - | - |
| Leverage (Debt/EBITDA) | - | - | - | - | - | - | - | - |
| Free Cash Flow | - | -88.9 | 776 | 1,047 | 1,159 | - | - | - |
| ROE (net income / shareholders' equity) | 20.4% | 23.3% | 19.9% | 18.2% | 25% | 21.3% | 20.7% | 21.4% |
| ROA (Net income/ Total Assets) | - | - | - | - | - | - | - | - |
| Assets 1 | - | - | - | - | - | - | - | - |
| Book Value Per Share | 61.30 | 78.20 | 92.90 | 120.0 | 179.0 | - | - | - |
| Cash Flow per Share | - | - | - | - | - | - | - | - |
| Capex 1 | 162 | 356 | 791 | 1,317 | 688 | 1,399 | 1,433 | 1,551 |
| Capex / Sales | 3.23% | 6.02% | 7.9% | 5.18% | 2.17% | 3.89% | 3.86% | 3.78% |
| Announcement Date | 5/31/19 | 5/23/20 | 5/28/21 | 5/25/22 | 5/25/23 | - | - | - |
1INR in Million
Estimates
EPS & Dividend
Year-on-year evolution of the PER
Year-on-year evolution of the Yield
Change in Enterprise Value/EBITDA
Trading Rating
Investor Rating
ESG Refinitiv
B-
Sell
Buy
Mean consensus
BUY
Number of Analysts
1
Last Close Price
1,434
INR
Average target price
1,803
INR
Spread / Average Target
+25.75%
EPS Revisions
Quarterly revenue - Rate of surprise
| 1st Jan change | Capi. | |
|---|---|---|
| -10.44% | 772M | |
| +12.53% | 83.13B | |
| +20.35% | 71.2B | |
| +20.75% | 37.69B | |
| +15.94% | 32.06B | |
| +11.57% | 27.33B | |
| +4.58% | 27.11B | |
| +3.90% | 26.01B | |
| +17.68% | 24.71B | |
| +17.05% | 24.74B |
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- Financials GMM Pfaudler Limited
