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CHEMPLASTS.BO$214.80-1.60%
Fair $214.80+0.0%

CHEMPLASTS.BO

Chemplast Sanmar Limited

Basic Materials / ChemicalsBSE

$214.80

-3.50 (-1.60%)

Fairly Valued+0.0%Fair Value $214.80Fund rank 27/100 · Data gapFallback financials|
SA 8/F
F-Score: 4/9
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 18%

FCF escenarios

weak_data · normalized FCF $-2.1B · quality 43.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

8/100

F

Piotroski

4/9

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 -16.0%, below the 5% threshold
Thesis & Journal · CHEMPLASTS.BOLocal privado en este navegador · Chemplast Sanmar 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

$34.0B

P/E

N/A

•

EV/EBITDA

64.6x

↑

ROE

-16.0%

↓

Gross Margin

36.7%

↑

Debt/Equity

1.11

↑
52-Week Range$215
$212$478

TradingView lightweight chart

CHEMPLASTS.BO price, volumen y niveles de valoración

Último $214.80Periodo -59.8%
Fair value: $214.80

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

-5.1%

FCF CAGR

—

FCF margin

-0.5%

FCF / Net income

0.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $42.24B · net income $-2.80B · FCF $-217.9M

2023-FY → 2026-FY

Gross margin

36.7%+3.8% pts

Operating margin

-0.4%-8.3% pts

Net margin

-6.6%-9.7% pts

FCF margin

-0.5%+0.8% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$42.24B$42.24B$43.46B$39.16B$49.35B
Net Income$-2.80B$-2.80B$-1.10B$-1.58B$1.52B
EBITDA$761.3M$761.3M$2.66B$125.1M$3.86B
EPS——-6.92-10.029.64
Gross Margin36.7%36.7%36.7%28.3%32.9%
Operating Margin-0.4%-0.4%0.5%-2.3%8.0%
Net Margin-6.6%-6.6%-2.5%-4.0%3.1%
Balance Sheet
Debt/Equity1.111.110.890.910.55
Current Ratio0.500.50———
Cash Flow
Free Cash Flow$-217.9M$-217.9M$-2.11B$-8.64B$-641.6M
Returns
ROE-16.0%-16.0%-5.3%-9.3%8.2%
Valuation
P/E————38.98
EV/EBITDA64.6064.6030.44682.3015.16
P/B1.941.943.294.513.20
Growth & Yield
Revenue Growth-2.8%-2.8%11.0%-20.6%—
EPS Growth——30.9%-203.9%—

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 -51.2%

Total return

-51.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-6.92 → n/d

Residual

-51.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-51.2%

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.