Lankem Ceylon PLC

LCEY.N0000Overvalued

Diversified Holdings · Industrial Conglomerates

Lankem Ceylon PLC is a diversified importer, manufacturer and distributor of chemicals and related products in Sri Lanka, operating across agro-inputs, paints, industrial chemicals, consumer products, pest control, leisure and packaging businesses.

LCEY shares are down 37.8% over the past year and last closed at Rs 33.20 on Sep 30, 2026.

Rs 33.20
+0.61%
Price history
-37.80%

Monthly seasonality

Monthly total returns by year and calendar month
YearJanFebMarAprMayJunJulAugSepOctNovDec
2026+23.2-8.9-8.9+0.5-0.5-1.2-7.4-1.3-6.8+0.0+0.0+0.0
2025+12.5-8.9+0.0+6.7-0.7-4.5-1.2+12.2+18.5-10.3-5.6-13.1
2024-5.9-9.4+26.7-3.9+2.7+10.3+2.6-8.9+4.1-0.3-3.9+13.0
2023-3.7+3.9-19.8-5.3-7.0+5.2+18.0+17.2-17.7-17.8-6.3+6.1
2022-5.9-19.1-23.1-17.9-3.9-7.2+28.8+164.4+66.9-13.3-3.6-4.0
2021-4.5-4.8-9.7-7.7-14.8+0.9+23.3-7.9-1.6+43.8+24.6+11.2
2020-9.0-5.2-22.3+0.0+0.0+7.1+6.7+0.0+42.9-5.2-4.6+6.5
2019+13.7-12.4-8.3-2.3-4.7+15.1+10.6+3.4-3.7+9.6-1.8-8.9
2018+1.2+11.1-11.3+2.8-2.4-25.0-1.3-2.4-13.1+21.5-11.5-10.7
2017+0.0-6.8-10.2+34.1-3.4-14.7-13.6+6.0+25.6-8.8-19.6-2.4
2016-13.3+2.6+0.0-2.5+10.5-13.0+0.0+0.0+9.4-9.9-14.3+0.0
2015+2.1+1.4-5.7+0.0-3.3-11.1+10.3+21.6-3.3-14.1-2.9-10.0
2014-1.4-12.8-4.8+20.8-11.0+4.7+11.1-0.2+0.1-5.9-7.1+0.9
2013-0.6-6.1-6.2+6.1+9.6-10.2-7.0-4.5-5.1+6.1-8.4-1.2
2012+0.0+0.0+0.0-3.9-20.2-3.6-4.1+7.0+50.3-19.2-15.6+17.9
Average+0.6-5.4-7.4+2.0-3.5-3.1+5.5+14.8+11.1-1.7-5.8+0.4
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-1.4-6.5-8.6-1.1-3.3-3.6+4.7+1.7+0.1-7.3-6.0-1.2
% up38%29%7%43%21%40%57%50%53%29%7%46%
P/E
-
P/B
0.96
EPS
Rs -3.50
Div Yield
0.00%
Market Cap
Rs 4.6B
Beta
0.72
ROE
-6.9%
Op Margin
4.9% (+2.6pp)

Fundamentals

LineFY2026FY2025FY2024FY2023FY2022FY2021FY2020FY2019
Revenue
Rs 41.1B
+2.0%
Rs 40.3B
+20.0%
Rs 33.6B
-0.5%
Rs 33.8B
+59.3%
Rs 21.2B
+21.3%
Rs 17.5B
+13.3%
Rs 15.4B
-12.7%
Rs 17.7B
-4.4%
Operating profit
Rs 1.5B
-23.4%
Rs 2.0B
-1.4%
Rs 2.0B
-63.4%
Rs 5.6B
+327.9%
Rs 1.3B
+351.5%
Rs 289.2M
+879.6%
Rs 29.5M
-90.2%
Rs 301.4M
-65.3%
Net profit
Rs -362.9M
loss widened
Rs -325.5M
loss narrowed
Rs -663.4M
fell into loss
Rs 2.3B
turned profitable
Rs -3.5M
loss narrowed
Rs -1.0B
loss widened
Rs -1.0B
loss widened
Rs -884.3M
loss widened
EPS
-2.91
-8.99
-12.42
42.29
+4,398.9%
0.94
-25.56
-26.21
-29.02

Compared with the same period a year earlier.

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

Recent dividends

  • 2023 · first and finalRs 10.00
Peer comparison6 peers in Diversified Holdings
CFLB.N0000 · same group, not in the median
Rs 53.80
P/E
58.5
P/B
1.86
ROE
3.20%
Yield
0.47%
Rs 14.50
P/E
-
P/B
4.87
ROE
-1.32%
Yield
0.00%
Rs 7.10
P/E
-
P/B
-
ROE
-
Yield
0.00%
EBCR.N0000 · same group, not in the median
Rs 34.30
P/E
8.1
P/B
0.95
ROE
9.02%
Yield
5.80%
Rs 39.90
P/E
8.0
P/B
0.76
ROE
7.27%
Yield
0.53%
CWM.N0000 · same group, not in the median
Rs 35.90
P/E
15.1
P/B
1.57
ROE
12.09%
Yield
4.46%
LCEY.N0000 · this company
Rs 33.20
P/E
-
P/B
0.96
ROE
-6.94%
Yield
0.00%
Peer median · 3 companies
P/E -P/B -Yield 0.00%

About Lankem Ceylon PLC

Lankem Ceylon PLC is a diversified importer, manufacturer and distributor of chemicals and related products in Sri Lanka, operating across agro-inputs, paints, industrial chemicals, consumer products, pest control, leisure and packaging businesses. Its activities include importing and distributing agro-chemicals, industrial chemicals, bituminous products, paints and consumer goods and managing allied operations within the Group. The company’s core reporting segments are Paints, Agro (agrochemicals, seeds and fertilizers), Pest Control and Industrial Chemicals; the Group has also initiated vertical integration into fertilizer manufacturing through a fully owned subsidiary to develop a Single Super Phosphate (SSP) plant. Lankem operates islandwide through an extensive distribution network and leverages group companies in its industrial activities. The Group maintains additional interests in hospitality, consumer goods and printing & packaging, and markets a portfolio of branded consumer products, including Sunquick, KVC, Scan, Delish and Kotagala Kahata, alongside international personal and home care brands and paint products such as CARBANO by Robbialac.

AI analysis

bearish

Lankem’s operating margin improved to 4.9% in the June quarter, but heavy leverage and continuing losses keep the balance-sheet risk central.

Read the full report (Sep 2, 2026) →

News sentiment

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

No scored news in the last 30 days.

24 months positive negative 3-month net
Mar 25: 4 articles, net +0.31Apr 25: 3 articles, net +0.67May 25: 2 articles, net +0.83Jun 25: 4 articles, net +0.25Oct 25: 3 articles, net +0.67Nov 25: 5 articles, net +0.40Feb 26: 1 articles, net -1.00Apr 26: 2 articles, net +1.00May 26: 1 articles, net -1.00Jul 26: 2 articles, net +0.50Aug 24Dec 24Apr 25Aug 25Dec 25Apr 26
Recent news
View all news →
EconomyNext·Jul 30, 2026·Market commentaryPositive
Sri Lanka stocks close down, capital goods lead turnover

Colombo Stock Exchange closed lower, with the ASPI down 0.38% to 21,148.71 and market turnover of Rs.1.094 billion; capital goods led turnover at Rs.389 million. Bogala Graphite reported an indirect change of control (shares down 2.01%) and Lankem Ceylon disclosed a Rs.500m corporate guarantee for its subsidiary (shares up 5.23%).

EconomyNext·May 25, 2026·Market commentaryNegative
Sri Lanka stocks trend up Monday, ASPI up 1.99-pct

Colombo Stock Exchange ASPI rose 1.96% (430.21 pts) to 22,359.85 on Monday, with the S&P SL20 up 1.93%. Top contributors included Dialog Axiata, John Keells, Commercial Bank and Hemas; Ceylon Cold Stores reported Q1 profit up 75% to Rs 3.76bn and LVL Energy Fund's rights issue was oversubscribed.

Ada Derana·Apr 2, 2026·Capacity or capexPositive
Lankem Ceylon invests Rs. 3 billion in Sri Lanka’s first state of the art Single Super Phosphate Fertilizer (SSP) factory

Lankem Ceylon PLC has invested Rs. 3 billion to open a 50,000 tpa Single Super Phosphate (SSP) plant 'Mada Raja' via subsidiary Lankem Minerals, targeting up to 80% of Sri Lanka's SSP demand and reduced imports. The locally made SSP supplies phosphorus, sulphur and calcium to address sulphur-deficient soils and support crops including tea, paddy and coconut.

Tea & Plantation Crops
Daily FT·Apr 2, 2026·Capacity or capexPositive
Lankem Ceylon invests Rs. 3 b for first state-of-the-art Single Super Phosphate fertiliser factory

Lankem Ceylon (LCEY.N0000) invested Rs. 3 billion to commission a Single Super Phosphate (SSP) plant with 50,000 mt annual capacity, targeting up to 80% of Sri Lanka's SSP demand. The plant will use Eppawala rock phosphate and source over 30,000 mt annually from Lanka Phosphate to reduce imports and support soil health for crops including tea.

Tea & Plantation Crops