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BEPL.BO$94.18-1.23%
Fair $94.18+0.0%

BEPL.BO

Bhansali Engineering Polymers Limited

Basic Materials / ChemicalsBSE

$94.18

-1.17 (-1.23%)

Fairly Valued+0.0%Fair Value $94.18Fund rank 31/100 · Data gapFallback financials|
SA 39/D
F-Score: 3/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.3B · quality 60.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 70/100Data 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

39/100

D

Piotroski

3/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · BEPL.BOLocal privado en este navegador · Bhansali Engineering Polymers 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

$23.4B

P/E

14.1x

↓

EV/EBITDA

7.6x

↓

ROE

16.6%

↑

Gross Margin

33.5%

↑

Debt/Equity

N/A

•
52-Week Range$94
$76$124

TradingView lightweight chart

BEPL.BO price, volumen y niveles de valoración

Último $94.18Periodo +723.7%
Fair value: $94.18

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

-2.2%

FCF CAGR

-0.5%

FCF margin

10.4%

FCF / Net income

0.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $12.76B · net income $1.80B · FCF $1.33B

2023-FY → 2026-FY

Gross margin

33.5%+6.2% pts

Operating margin

16.3%+4.0% pts

Net margin

14.1%+4.1% pts

FCF margin

10.4%+0.5% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$12.76B$12.76B$13.98B$12.22B$13.63B
Net Income$1.80B$1.80B$1.80B$1.79B$1.37B
EBITDA$2.56B$2.56B$2.53B$2.52B$2.06B
EPS——7.237.213.67
Gross Margin33.5%33.5%29.3%31.4%27.3%
Operating Margin16.3%16.3%14.7%16.6%12.3%
Net Margin14.1%14.1%12.9%14.7%10.0%
Balance Sheet
Current Ratio8.628.62———
Cash Flow
Free Cash Flow$1.33B$1.33B$1.03B$2.10B$1.35B
Returns
ROE16.6%16.6%18.0%19.4%12.8%
Valuation
P/E14.0814.0814.8114.0818.71
EV/EBITDA7.647.649.169.617.54
P/B2.162.162.662.741.60
Growth & Yield
Revenue Growth-8.7%-8.7%14.4%-10.3%—
EPS Growth——0.3%96.6%—
Dividend Yield4.7%4.7%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -13.2%

Total return

-13.2%

Start / end P/E

n/dx → n/dx

EPS bridge

7.23 → n/d

Residual

-17.9%

EPS growthn/d
Multiple reratingn/d
Dividend+4.7%
Residual / FX / buybacks / cross-term-17.9%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.