EquityLK

Kotmale Holdings PLC

LAMB.N0000Overvalued

Consumer & Retail · Food: Meat/Fish/Dairy

Kotmale Holdings PLC operates in the dairy and investment sectors, with core activities covering the manufacture, packing and distribution of milk powder and other dairy products.

LAMB shares are up 74.2% over the past year and last closed at Rs 1,200.00 on Sep 30, 2026.

Rs 1,200.00
+0.00%
Price history
+74.17%

Monthly seasonality

Monthly total returns by year and calendar month
YearJanFebMarAprMayJunJulAugSepOctNovDec
2026+2.0+0.2+2.6-6.7+7.1-7.4+2.1-5.4-4.0+0.0+0.0+0.0
2025-1.8-1.6+4.0-10.0+3.6+36.6+5.0+18.7-1.3+28.4+74.0-13.3
2024+3.1+0.0+0.0+0.3+0.1-7.0+0.0-12.3+16.8+0.0-2.2+9.2
2023-1.8-6.6+10.8-0.5-8.5+4.4-1.3+8.8-2.0+5.2+6.9-13.3
2022-9.0+9.9-16.9+0.0+0.0+0.0+0.0-5.5+0.0+0.0-2.1-4.6
2021-1.9-10.6+11.3-8.1+4.7+34.6+29.8-0.8+5.6-3.7-3.0+15.6
2020+0.0+0.0+0.0+0.0+0.0+0.0-4.2+0.0+26.6-6.7+6.1+0.9
2019+15.2+12.1+3.3+0.0+0.0-5.3+8.3-5.1+5.4+0.0+0.0+0.0
2018+0.0+0.0+0.0+13.5-3.1+9.6+0.0+0.0+14.2-7.6-2.7-8.3
2017+0.0+0.0+0.0+204.9-21.2-5.5-3.3-6.6+5.8-12.3+0.0+0.0
2015+0.2+0.0+0.0+0.0+0.0+0.0+0.0+0.0+0.0+0.0+0.0+0.0
2014+4.1-4.7+2.8+0.0+0.2+0.8+5.3+1.3+11.6+14.7-16.3+0.0
2013-2.6-5.4+2.6-2.5+38.6-0.4-5.8+5.9+8.9+0.6-3.4+0.0
2012+0.0+0.0+0.0-8.9-24.2+2.9+6.8+14.3+14.6+1.8-9.3+4.7
Average+0.7-0.9+2.5+18.2-0.3+5.7+3.9+1.1+8.5+2.1+4.8-0.9
ASPI average+3.1-2.7-4.7+2.0+0.2+0.8+3.1+2.2+3.2-0.1+1.0+3.0
Median-0.8-3.2+3.0-1.5+0.1+0.8+2.1-0.4+7.3+0.3-2.4+0.0
% up50%38%88%30%60%55%55%42%75%50%30%40%
P/E
48.0
P/B
8.23
EPS
Rs 25.01
Div Yield
0.00%
Market Cap
Rs 37.7B
Beta
0.08
ROE
17.1%
Op Margin
8.9% (-1.0pp)

Fundamentals

LineFY2026FY2025FY2024FY2023FY2022FY2021FY2020FY2019
Revenue
Rs 12.0B
+18.2%
Rs 10.2B
+2.3%
Rs 9.9B
+17.3%
Rs 8.5B
+95.1%
Rs 4.3B
+32.8%
Rs 3.3B
+13.0%
Rs 2.9B
+13.6%
Rs 2.5B
+9.9%
Operating profit
Rs 1.1B
+23.6%
Rs 892.6M
-11.0%
Rs 1.0B
-4.4%
Rs 1.0B
+155.7%
Rs 410.1M
+61.5%
Rs 253.9M
+12.6%
Rs 225.5M
+10.0%
Rs 205.1M
-31.8%
Net profit
Rs 764.6M
+27.0%
Rs 602.2M
-6.6%
Rs 645.0M
+10.8%
Rs 581.9M
+105.4%
Rs 283.3M
+48.8%
Rs 190.4M
+28.2%
Rs 148.6M
-4.7%
Rs 156.0M
-25.9%
EPS
24.35
+27.0%
19.18
-6.6%
20.54
+10.9%
18.53
+105.4%
9.02
+48.8%
6.06
+28.1%
4.73
-4.8%
4.97
-25.9%

Compared with the same period a year earlier.

Per-share figures are as reported, not adjusted for splits.

Recent dividends

  • 2018Rs 16.00
  • 2017Rs 13.10
  • 2016Rs 0.20
  • 2015Rs 0.20
Peer comparison1 peer in Consumer & Retail
Sector overview Open in screener
1Kotmale Holdings PLC
LAMB.N0000 · this company
Rs 1,200.00
P/E
48.0
P/B
8.23
ROE
17.14%
Yield
0.00%
2Lanka Milk Foods (CWE) Plc
LMF.N0000
Rs 83.90
P/E
12.8
P/B
0.80
ROE
6.87%
Yield
1.19%
Sector median · 35 companies
P/E 13.3P/B 1.66Yield 1.72%

About Kotmale Holdings PLC

Kotmale Holdings PLC operates in the dairy and investment sectors, with core activities covering the manufacture, packing and distribution of milk powder and other dairy products. The company's business activities include investment operations alongside its dairy manufacturing and product distribution functions. The company engages with shareholders through annual general meetings and investors' forums and discloses governance, risk management and sustainability information in its annual reporting.

AI analysis

bearish

Kotmale is growing, but its valuation is extreme: the shares trade at 49.2x earnings while the latest quarter's profit rose 10.2%.

Read the full report (Aug 17, 2026) →

News sentiment

Describes news flow, not a forecast
Last 30 days
Not enough news to read

1 article in 30 days: 0 positive, 1 negative, 0 neutral.

24 months positive negative 3-month net
Nov 25: 2 articles, net +0.17Sep 26: 1 articles, net -1.00Oct 24Feb 25Jun 25Oct 25Feb 26Jun 26
Recent news
View all news →
EconomyNext·Sep 22, 2026·Market commentaryNegative
Sri Lanka stocks beat early slump after sovereign rating upgrade

Fitch upgraded Sri Lanka's Long-Term Issuer Default Rating to B- from CCC+ with a Stable outlook, and the Colombo Stock Exchange's ASPI rose 0.36% to 21,054.01 on Tuesday. Top positive contributors were Access Engineering, Overseas Realty, Dialog Axiata and Hatton National Bank, while Kotmale, Namunukula Plantations, Sri Lanka Telecom, CDB and John Keells were among the decliners.

Daily FT·Sep 1, 2026·Management or board change
Joseph Page new Chairman of CT Land Development; Indira Malwatte joins Board

CT Land Development appointed Joseph Page as Non-Executive Chairman effective 21 August 2026 and Indira Malwatte as an Independent Non-Executive Director. Page is also a director of parent C T Holdings PLC and other CT Group firms; Malwatte chairs Samson International and sits on the boards of Cargills and Kotmale.

Daily FT·Feb 27, 2026·Management or board change
Indira Malwatta joins CT Holdings Board

C T Holdings (CTHR.N0000) has appointed Indira Malwatta as an Independent Non-Executive Director. Malwatta has over 40 years' experience and currently serves on the boards of Samson International, Cargills and Kotmale.

EconomyNext·Nov 7, 2025·Market commentaryPositive
Sri Lanka stocks close up 0.98-pct amidst budget reading

Sri Lanka stocks rose 0.98% as the ASPI gained 225.77 points to 23,338.25 amid the national budget reading; top contributors included Senkadagala Finance, Commercial Bank, Sampath Bank and HNB, with Kotmale Holdings the top gainer.

Daily FT·Oct 7, 2025·Award or certificationPositive
All Island Dairy Association commits support to boost local production

The All Island Dairy Association pledged support for government dairy development and welcomed the Budget removal of VAT on fresh milk; AIDA members collect over 65% of local milk while the association supplies about 40% of the nation's fresh milk needs.

Consumer Staples (FMCG)

Consumer & Retail sector: what is happening

Last 14 days to Sep 30, 2026

Consumer retail faced pressure from accelerating food, transport and housing inflation, with petrol a major contributor to the rise in national prices and purchasing power weakened by higher energy costs and tax hikes. Wholesale and retail activity nevertheless helped drive faster services-sector expansion in August. Specialist retail also consolidated as Blink International acquired Wrist Lab, combining retail, distribution and after-sales networks.

The stories behind it

Auto-generated from 8 sector news articles over 14 days. Not investment advice.