With 6.0% Earnings Growth, Did Kalyani Forge Limited (NSE:KALYANIFRG) Outperform The Industry?

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After reading Kalyani Forge Limited's (NSE:KALYANIFRG) most recent earnings announcement (31 March 2019), I found it useful to look back at how the company has performed in the past and compare this against the latest numbers. As a long term investor, I pay close attention to earnings trend, rather than the figures published at one point in time. I also compare against an industry benchmark to check whether Kalyani Forge's performance has been impacted by industry movements. In this article I briefly touch on my key findings.

Check out our latest analysis for Kalyani Forge

Commentary On KALYANIFRG's Past Performance

KALYANIFRG's trailing twelve-month earnings (from 31 March 2019) of ₹70m has increased by 6.0% compared to the previous year.

However, this one-year growth rate has been lower than its average earnings growth rate over the past 5 years of 45%, indicating the rate at which KALYANIFRG is growing has slowed down. Why could this be happening? Well, let’s take a look at what’s occurring with margins and whether the rest of the industry is facing the same headwind.

NSEI:KALYANIFRG Income Statement, May 28th 2019
NSEI:KALYANIFRG Income Statement, May 28th 2019

In terms of returns from investment, Kalyani Forge has fallen short of achieving a 20% return on equity (ROE), recording 6.2% instead. Furthermore, its return on assets (ROA) of 6.4% is below the IN Auto Components industry of 7.6%, indicating Kalyani Forge's are utilized less efficiently. However, its return on capital (ROC), which also accounts for Kalyani Forge’s debt level, has increased over the past 3 years from 4.1% to 14%. This correlates with a decrease in debt holding, with debt-to-equity ratio declining from 58% to 34% over the past 5 years.

What does this mean?

While past data is useful, it doesn’t tell the whole story. While Kalyani Forge has a good historical track record with positive growth and profitability, there's no certainty that this will extrapolate into the future. I recommend you continue to research Kalyani Forge to get a better picture of the stock by looking at:

  1. Future Outlook: What are well-informed industry analysts predicting for KALYANIFRG’s future growth? Take a look at our free research report of analyst consensus for KALYANIFRG’s outlook.

  2. Financial Health: Are KALYANIFRG’s operations financially sustainable? Balance sheets can be hard to analyze, which is why we’ve done it for you. Check out our financial health checks here.

  3. Other High-Performing Stocks: Are there other stocks that provide better prospects with proven track records? Explore our free list of these great stocks here.