Kesoram Industries Ltd Q4 FY22 Share Price & Earnings Call Analysis

Financials of Kesoram Industries Ltd

Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.

Financials of Kesoram Industries Ltd

Quarterly Results

Quarter-by-quarter operating performance

Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Sales +1,0559996066706759656761556567
Expenses +9478947675817670729372748179
Operating Profit108105-16-9-11-8-11-6-26-11-18-16-13
OPM %10%10%-27%-13%-15%-12%-19%-9%-38%-17%-34%-25%-19%
Other Income +157-29-27-214-14-45-505,805-7843454
Interest12311677677766675
Depreciation2631666666145555
Profit before tax-25-35-59-49-236-35-70-695,759-99-26631
Tax %4%-8%0%0%2%75%0%-0%-0%-0%0%0%0%
Net Profit +-26-32-59-49-241-61-70-695,766-99-26631
EPS in Rs-0.84-1.04-1.89-1.58-7.75-1.98-2.25-2.23185.57-3.20-0.830.191.00

Financials of Kesoram Industries Ltd

Profit & Loss

Annual income statement trend

Mar 2009Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Sales +3,8823,8423,8732,9042,6462,6533,6063,778246259248
Expenses +3,3193,8443,9432,8722,4172,2783,0943,507298310305
Operating Profit562-3-7032229375512271-52-52-57
OPM %14%-0%-2%1%9%14%14%7%-21%-20%-23%
Other Income +80172795740-14814-103-2735,69614
Interest121283443357344276502450272824
Depreciation112136146108113118112103253221
Profit before tax409-250-580-375-188-167-87-385-3775,585-88
Tax %7%-3%-0%-3%0%-184%-11%-50%1%0%-0%
Net Profit +379-242-578-363-188140-77-194-3815,565-88
EPS in Rs23.23-13.90-28.33-17.15-8.855.72-3.18-6.25-12.27179.12-2.84
Dividend Payout %7%0%0%0%0%0%0%0%0%0%0%

Financials of Kesoram Industries Ltd

Balance Sheet

Capital structure and asset base

Mar 2009Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital46117137143143165244311311311311
Reserves1,300680390-30-24033266163-21614159
Borrowings +2,1423,2974,0993,1872,2372,0361,9021,9382,270199219
Other Liabilities +8351,2381,4911,6711,0729981,0201,0241,01116277
Total Liabilities4,3225,3336,1174,9703,2123,2323,4333,4353,376813666
Fixed Assets +1,8742,5442,8902,7722,1672,0812,0051,7361,728602539
CWIP865730790800313349653453
Investments49717208270777482807111
Other Assets +1,5341,9881,7171,3179441,0411,3051,5511,533134113
Total Assets4,3225,3336,1174,9703,2123,2323,4333,4353,376813666

Financials of Kesoram Industries Ltd

Cash Flows

Operating, investing and financing cash movement

Mar 2009Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Cash from Operating Activity +37079177775787259324131-7737
Cash from Investing Activity +-1,0351,694-1,137354-877-150-6349757
Cash from Financing Activity +681-2,117662-1,823-218201-224-248-4-49
Net Cash Flow16-343-298-693-30830936-68-6-5
Free Cash Flow-614-277-48374475423328966-7940
CFO/OP81%-3,150%-277%2,336%323%69%63%48%138%-61%

Financials of Kesoram Industries Ltd

Ratios

Working capital efficiency and return ratios

Mar 2009Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days36505474274232366934643
Inventory Days1301221273241611401741971,00611182
Days Payable541412008066195935685052,18610573
Cash Conversion Cycle11231-19-408-431-411-362-272-4875252
Working Capital Days72-75-106-163-178-46-26-13-146-135-101
ROCE %-1%-0%6%15%19%10%-2%-5%-4%