Andrew Yule & Company Limited chart

Last update: 2022-06-03
Key statistics and financials
Revenue per share 8.47
Dividend & YieldN/A₹ (N/A)
Beta 0.94
Market capitalization 10.95B
Operating cash flow N/A
ESG Scores unknown

Company description

Andrew Yule & Company Limited engages in the tea, electrical, and engineering businesses in India. Its Tea segment is involved in the plantation, manufacturing, and sale of tea products. The company's Electrical segment provides power and distribution transformers, HT switchgear, LT control gears, flameproof switchgear, voltage regulators and rectifiers, indoor metal clad vacuum switchgear, dry type transformers, unitized sub-stations, step-up/down HT distribution transformers, and generator and converter transformers, as well as plant communication, fire alarm, and detection systems. Its Engineering segment offers industrial fans and blowers, air pollution control equipment, water treatment plants, and tea processing machinery, as well as undertakes engineering turnkey contracts. The company also exports its products. Andrew Yule & Company Limited was founded in 1863 and is headquartered in Kolkata, India.

Sector: Consumer Defensive - Industry: Farm Products

Financial Ratios
Quick Ratio0.87
Working Capital1.85
Return On Equity0.09
Debt To Equity0
Fixed Asset Ratio0
Fixed Interest Cover-0.55

Financial data

Financial Statements

Cashflow Statement 2018-03-31 2019-03-31 2020-03-31 2021-03-31
Change To Liabilities -232.09M -65.14M
Total Cashflows From Investing Activities -70.76M -7.42M -281.38M 269.78M
Net Borrowings -89.98M 238.22M 328.45M 5.38M
Total Cash From Financing Activities -132.67M 175.29M 254.01M -75.95M
Change To Operating Activities -33.6M -33.6M -33.6M -254.9M
Issuance Of Stock
Net Income 223.33M 56.12M -216.85M 351.33M
Change In Cash 561k 5.7M -170.95M 39.14M
Effect Of Exchange Rate
Total Cash From Operating Activities 204M -162.17M -143.59M -154.69M
Depreciation 66.07M 68.68M 65.69M 66.58M
Change To Account Receivables 443.42M 109.42M
Other Cashflows From Financing Activities -42.7M -62.92M -74.44M -81.34M
Change To Netincome -256.97M -305.59M -12.92M -341.47M
Capital Expenditures -291.75M -292.4M -302.66M -150.16M

Income Statement 2018-03-31 2019-03-31 2020-03-31 2021-03-31
Research Development
Income Before Tax 287.6M 89.67M -212.61M 293.69M
Net Income 223.33M 56.12M -216.85M 351.33M
Selling General Administrative 1.65B 1.66B 1.76B 1.82B
Gross Profit 2.51B 2.15B 2.11B 2.4B
Ebit 24.98M -219.47M -395.25M -41.73M
Operating Income 24.98M -219.47M -395.25M -41.73M
Interest Expense -49.46M -52.32M -74.44M -75.63M
Income Tax Expense 5.82M 18.09M -7.34M -64.94M
Total Revenue 3.67B 3.12B 2.99B 3.3B
Cost Of Revenue 1.16B 966.78M 880.23M 908.83M
Total Other Income ExpenseNet 262.63M 309.14M 182.64M 335.42M
Net Income From Continuing Ops 281.78M 71.57M -205.27M 358.63M
Net Income Applicable To Common Shares 223.33M 56.12M -216.85M 351.33M

Balance Sheet Statement 2018-03-31 2019-03-31 2020-03-31 2021-03-31
Total Liabilities 2.15B 2.4B 2.59B 2.57B
Total Stockholder Equity 3.55B 3.51B 3.43B 3.79B
Other Current Liabilities 579.4M 579.56M 661.27M 653.4M
Total Assets 5.7B 5.91B 6.02B 6.36B
Common Stock 977.9M 977.9M 977.9M 977.9M
Other Current Assets 335.17M 398.43M 415.56M 497.6M
Retained Earnings 2.25B 2.29B 2.16B 2.51B
Treasury Stock 45.56M -27.52M 20.92M 27.57M
Cash 807.64M 813.34M 640.71M 679.84M
Total Current Liabilities 1.72B 1.88B 2.17B 2.15B
Other Stockholder Equity 45.56M -27.52M 20.92M 27.57M
Property, Plant, and Equipment 1.21B 1.47B 1.72B 1.78B
Total Current Assets 2.54B 2.47B 2.1B 2.34B
Net Tangible Assets 3.55B 3.51B 3.43B 3.79B
Net Receivables 821.2M 693.56M 552.56M 681.63M
Accounts Payable 691.99M 598.47M 537.35M 627.85M


Insider Transactions

Here are the insider transactions of stock shares related to Andrew Yule & Company Limited:

Filer Name Transaction Text Ownership Date Filer Relation Shares
NO DATA

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to Andrew Yule & Company Limited. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on Andrew Yule & Company Limited

Here is the result of two systematic investment strategies applied to Andrew Yule & Company Limited. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on Andrew Yule & Company Limited

The following chart shows the equity curve of the two systematic investment strategies applied to Andrew Yule & Company Limited:

Andrew Yule & Company Limited automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 13.37% on the backtest period.

Performance at glance

Performance

13.37 %

Latent gain

33.6 ₹

Invested capital

251.4 ₹

Annualized return

37.14 %
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Momentum strategy results on Andrew Yule & Company Limited

This is the result of two momentum investment strategies applied to Andrew Yule & Company Limited. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on Andrew Yule & Company Limited

The following chart shows all the entries opened by the momentum investment system on Andrew Yule & Company Limited:

Andrew Yule & Company Limited momentum entries
  • The first momentum investment strategy would give -3.26% of return on Andrew Yule & Company Limited. That represents -8.0₹ of latent gain with 245.5₹ of employed capital.
  • The second momentum investment strategy would give 0% of return on Andrew Yule & Company Limited. That represents 0.0₹ of latent gain with 0.0₹ of employed capital.
Performance at glance (1Q Momentum)

Performance

-3.26 %

Latent gain

-8.0 ₹

Invested capital

245.5 ₹

Annualized return

-0.0 %
Performance at glance (2Q Momentum)

Performance

0 %

Latent gain

0.0 ₹

Invested capital

0.0 ₹

Annualized return

-0.0 %

Momentum equity curve on Andrew Yule & Company Limited

The following chart shows the equity curve of the two momentum strategies applied to Andrew Yule & Company Limited:

Andrew Yule & Company Limited momentum equity

Note: the dividends potentially given by Andrew Yule & Company Limited are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Andrew Yule & Company Limited

The following chart shows the employed capital evolution of the two momentum strategies on Andrew Yule & Company Limited since the beginning:

Andrew Yule & Company Limited

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250₹, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000₹.


Buy the dip strategy result on Andrew Yule & Company Limited

Buy the dip entry openings on Andrew Yule & Company Limited

Andrew Yule & Company Limited

The performance achieved by the robo-advisor on Andrew Yule & Company Limited is 0%. That represents 0.0$ of latent gain with 0.0₹ of employed capital. The following chart shows Andrew Yule & Company Limited stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of Andrew Yule & Company Limited, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

0 %

Latent gain

0.0 ₹

Invested capital

0.0 ₹

Annualized return

-0.0 %

Equity curve of the strategy applied to Andrew Yule & Company Limited

The following chart shows the result of the investment strategy applied to Andrew Yule & Company Limited:

Andrew Yule & Company Limited

Note: the dividends potentially given by Andrew Yule & Company Limited are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Andrew Yule & Company Limited

The following chart shows the employed capital evolution since the beginning of the investment strategy on Andrew Yule & Company Limited:

Andrew Yule & Company Limited

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on Andrew Yule & Company Limited

In this section, I will compare the three previous investment strategies applied to Andrew Yule & Company Limited.

Equity curve comparison on Andrew Yule & Company Limited

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

Andrew Yule & Company Limited investment strategy comparison

Employed capital comparison on Andrew Yule & Company Limited

Andrew Yule & Company Limited investment comparison

Performance comparison on Andrew Yule & Company Limited

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 13.37% 33.6₹ 251.4₹ 37.14%
Momentum 1 quarter -3.26% -8.0₹ 245.5₹ -27.17%
Momentum 2 quarters 0% 0.0₹ 0.0₹ -0.0%
Non-directional 0% 0.0₹ 0.0₹ -0.0%
Annualized return comparison

Automatic investment

37.14 %

Momentum 1Q

-0.0 %

Momentum 2Q

-0.0 %

Non-directional

-0.0 %

Correlated stocks

Here are the most positively and negatively correlated stocks with Andrew Yule & Company Limited:

Positive correlations

Most correlated stocks this year


Most correlated stocks last 3 months

Negative correlation

Most negatively correlated stocks this year


Most negatively correlated stocks last 3 months

Note: The algorithm computes the probability of correlation between Andrew Yule & Company Limited and the other stocks. There may be false positives or some missing correlated stocks. If the price of Andrew Yule & Company Limited does not vary for 36 weeks, the correlation calculation result will be wrong.


Company information

Company name Andrew Yule & Company Limited
Country India
City Kolkata
Address Yule House
Phone 91 33 2242 8210
Website www.andrewyule.com
FullTime employees 14547
Industry Farm Products
Sector Consumer Defensive
Exchange XNSE
Ticker ANDREWYU.XNSE
Market

Andrew Yule & Company Limited ESG Scores

Environment scores

Environment ESG Factors Scores
Environment Score 0
Peer Environment Performance unknown
Environment Percentile unknown
Palm Oil unknown
Nuclear unknown
Fur Leather unknown
GMO unknown
Coal unknown
Pesticides unknown
Animal Testing unknown

Social scores

Social ESG Factors Scores
Social Score 0
Peer Social Performance unknown
Social Percentile unknown
Highest Controversy unknown
Peer Highest Controversy Performance unknown
Adult unknown
Gambling unknown
Alcoholic unknown
Tobacco unknown
Catholic unknown
Controversial Weapons unknown
Small Arms unknown
Military Contract unknown
Peer Count unknown

Related Controversy:


Governance scores

Governance ESG Factors Scores
Governance Score 0
Peer Governance Performance unknown
Governance Percentile unknown

ESG at glance
Total ESG Scores: unknown
Environment Score: 0
Social Score: 0
Governance Score: 0

ESG Performance: unknown

Peer Group: unknown

Peer Esg Score Performance: unknown

Rating Year: unknown

Rating Month: unknown

Max Age: unknown

Percentile: unknown