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BALPHARMA.NS$85.90-6.54%
Fair $85.90+0.0%

BALPHARMA.NS

Bal Pharma Limited

Healthcare / Drug Manufacturers - Specialty & GenericNSE

$85.90

-6.31 (-6.54%)

Fairly Valued+0.0%Fair Value $85.90Fund rank 25/100 · Data gapFallback financials|
SA 43/C
F-Score: 5/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $15.3M · quality 34.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

43/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · BALPHARMA.NSLocal privado en este navegador · Bal Pharma Limited
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$1.4B

P/E

16.9x

↓

EV/EBITDA

9.7x

↓

ROE

9.3%

↑

Gross Margin

43.9%

↓

Debt/Equity

1.94

↑
52-Week Range$86
$60$111

TradingView lightweight chart

BALPHARMA.NS price, volumen y niveles de valoración

Último $90.12Periodo +49.3%
Fair value: $85.90

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+2.7%

FCF CAGR

-56.3%

FCF margin

0.5%

FCF / Net income

0.21x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.03B · net income $72.2M · FCF $15.3M

2022-FY → 2025-FY

Gross margin

43.9%+3.9% pts

Operating margin

6.5%+1.1% pts

Net margin

2.4%+0.4% pts

FCF margin

0.5%-6.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.03B$3.03B$3.39B$3.02B$2.80B
Net Income$72.2M$72.2M$73.9M$25.7M$56.1M
EBITDA$294.5M$294.5M$336.0M$243.7M$271.0M
EPS4.564.564.961.673.79
Gross Margin43.9%43.9%38.7%41.6%40.0%
Operating Margin6.5%6.5%6.4%5.8%5.4%
Net Margin2.4%2.4%2.2%0.9%2.0%
Balance Sheet
Debt/Equity1.941.941.982.091.82
Current Ratio1.051.05———
Cash Flow
Free Cash Flow$15.3M$15.3M$118.3M$-161.8M$183.3M
Returns
ROE9.3%9.3%10.3%4.0%9.6%
Valuation
P/E16.8816.8820.8243.8331.26
EV/EBITDA9.669.668.9410.1110.37
P/B1.761.762.261.802.99
Growth & Yield
Revenue Growth-10.7%-10.7%12.4%7.9%—
EPS Growth-8.1%-8.1%197.0%-55.9%—
Dividend Yield1.3%1.3%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

18.7%

exigente

EPS terminal req.

$7.62

Spread vs growth

-26.7%

5Y implied EPS CAGR

15.1%

exigente

EPS terminal req.

$9.22

Spread vs growth

-23.2%

10Y implied EPS CAGR

12.5%

razonable

EPS terminal req.

$14.85

Spread vs growth

-20.6%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -5.7%

Total return

-5.7%

Start / end P/E

19.5x → 19.8x

EPS bridge

4.96 → 4.56

Residual

-0.1%

EPS growth-8.1%
Multiple rerating+1.1%
Dividend+1.3%
Residual / FX / buybacks / cross-term-0.1%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.