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BONLON.NS$42.83+4.95%
Fair $42.83+0.0%

BONLON.NS

Bonlon Industries Limited

Basic Materials / Other Industrial Metals & MiningNSEIN

$42.83

+2.02 (+4.95%)

Fairly Valued+0.0%Fair Value $42.83Fund rank 23/100 · Data gapFallback financials|
SA 36/D
F-Score: 2/9
Low Profitability

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 $-131.9M · quality 39.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

36/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is 2.6%, below the 5% threshold
Thesis & Journal · BONLON.NSLocal privado en este navegador · Bonlon Industries 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

$702M

P/E

23.8x

↑

EV/EBITDA

13.3x

↑

ROE

2.6%

↑

Gross Margin

2.9%

↓

Debt/Equity

0.38

↑
52-Week Range$43
$35$57

TradingView lightweight chart

BONLON.NS price, volumen y niveles de valoración

Último $42.83Periodo -6.2%
Fair value: $42.83

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

+8.5%

FCF CAGR

—

FCF margin

-5.7%

FCF / Net income

-14.16x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.51B · net income $26.3M · FCF $-371.8M

2023-FY → 2026-FY

Gross margin

2.9%+1.5% pts

Operating margin

0.8%+0.6% pts

Net margin

0.4%+0.1% pts

FCF margin

-5.7%-3.3% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$6.51B$6.51B$6.23B$4.29B$5.10B
Net Income$26.3M$26.3M$26.8M$23.3M$16.8M
EBITDA$81.1M$81.1M$71.3M$63.2M$43.8M
EPS——1.891.641.19
Gross Margin2.9%2.9%2.6%2.8%1.3%
Operating Margin0.8%0.8%0.8%0.9%0.1%
Net Margin0.4%0.4%0.4%0.5%0.3%
Balance Sheet
Debt/Equity0.380.380.330.360.19
Current Ratio2.502.50———
Cash Flow
Free Cash Flow$-371.8M$-371.8M$295.5M$-131.9M$-121.4M
Returns
ROE2.6%2.6%3.3%2.9%2.2%
Valuation
P/E23.7923.79———
EV/EBITDA13.2713.27———
P/B0.700.70———
Growth & Yield
Revenue Growth4.5%4.5%45.3%-15.9%—
EPS Growth——15.2%37.8%—

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 · available periodreconcilia total -6.2%

Total return

-6.2%

Start / end P/E

n/dx → n/dx

EPS bridge

1.89 → n/d

Residual

-6.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-6.2%

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.