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v0.1
DMCC.NS$261.20-0.30%
Fair $261.20+0.0%

DMCC.NS

DMCC Speciality Chemicals Limited

Basic Materials / ChemicalsNSE

$261.20

-0.80 (-0.30%)

Fairly Valued+0.0%Fair Value $261.20Fund rank 30/100 · Data gapFallback financials|
SA 48/C
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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $194.3M · quality 51.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 31/100Data 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

48/100

C

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 · DMCC.NSLocal privado en este navegador · DMCC Speciality Chemicals 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

$6.5B

P/E

23.8x

↑

EV/EBITDA

11.4x

↑

ROE

11.0%

↑

Gross Margin

29.7%

↑

Debt/Equity

0.35

↑
52-Week Range$261
$191$350

TradingView lightweight chart

DMCC.NS price, volumen y niveles de valoración

Último $269.25Periodo -12.0%
Fair value: $261.20

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

+15.1%

FCF CAGR

—

FCF margin

-4.1%

FCF / Net income

-0.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.82B · net income $273.3M · FCF $-237.7M

2023-FY → 2026-FY

Gross margin

29.7%-5.3% pts

Operating margin

8.2%+2.5% pts

Net margin

4.7%+2.9% pts

FCF margin

-4.1%-6.2% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$5.82B$5.82B$4.31B$3.21B$3.82B
Net Income$273.3M$273.3M$215.3M$115.9M$69.3M
EBITDA$643.3M$643.3M$583.6M$462.5M$384.1M
EPS——8.634.652.78
Gross Margin29.7%29.7%38.0%37.5%35.0%
Operating Margin8.2%8.2%9.3%6.6%5.6%
Net Margin4.7%4.7%5.0%3.6%1.8%
Balance Sheet
Debt/Equity0.350.350.320.420.51
Current Ratio1.371.37———
Cash Flow
Free Cash Flow$-237.7M$-237.7M$310.3M$194.3M$79.7M
Returns
ROE11.0%11.0%9.5%5.5%3.5%
Valuation
P/E23.8323.8333.2370.0389.03
EV/EBITDA11.4411.4413.4119.4018.66
P/B2.622.623.143.883.11
Growth & Yield
Revenue Growth34.8%34.8%34.5%-16.0%—
EPS Growth——85.6%67.3%—
Dividend Yield0.9%0.9%———

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 +2.8%

Total return

+2.8%

Start / end P/E

n/dx → n/dx

EPS bridge

8.63 → n/d

Residual

+1.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.9%
Residual / FX / buybacks / cross-term+1.9%

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.