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EMAMIPAP.NS$87.06+9.01%
Fair $87.06+0.0%

EMAMIPAP.NS

Emami Paper Mills Limited

Basic Materials / Paper & Paper ProductsNSE

$87.06

+7.19 (+9.01%)

Fairly Valued+0.0%Fair Value $87.06Fund rank 30/100 · Data gapFallback financials|
SA 31/D
F-Score: 3/9
Declining RevenueLow 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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $232.8M · 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 44/100Data 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

31/100

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: 2unknown: 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. Revenue has declined for 2 consecutive years ROE is 3.8%, below the 5% threshold
Thesis & Journal · EMAMIPAP.NSLocal privado en este navegador · Emami Paper Mills 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

$5.3B

P/E

18.2x

↑

EV/EBITDA

10.0x

↓

ROE

3.8%

↑

Gross Margin

26.4%

↑

Debt/Equity

1.14

↑
52-Week Range$87
$55$122

TradingView lightweight chart

EMAMIPAP.NS price, volumen y niveles de valoración

Último $87.01Periodo -22.7%
Fair value: $87.06

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

-0.4%

FCF CAGR

-57.0%

FCF margin

1.2%

FCF / Net income

0.90x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $19.17B · net income $260.1M · FCF $232.8M

2022-FY → 2025-FY

Gross margin

26.4%-5.5% pts

Operating margin

4.8%-8.0% pts

Net margin

1.4%-4.6% pts

FCF margin

1.2%-13.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$19.17B$19.17B$19.88B$23.71B$19.39B
Net Income$260.1M$260.1M$843.0M$691.7M$1.15B
EBITDA$1.41B$1.41B$2.34B$2.16B$2.92B
EPS3.323.3210.618.7114.45
Gross Margin26.4%26.4%29.3%26.5%31.9%
Operating Margin4.8%4.8%8.9%7.1%12.7%
Net Margin1.4%1.4%4.2%2.9%5.9%
Balance Sheet
Debt/Equity1.141.140.781.231.20
Cash Flow
Free Cash Flow$232.8M$232.8M$3.32B$63.1M$2.94B
Returns
ROE3.8%3.8%10.9%9.9%17.6%
Valuation
P/E18.2118.21———
EV/EBITDA10.0110.01———
P/B0.940.94———
Growth & Yield
Revenue Growth-3.6%-3.6%-16.1%22.3%—
EPS Growth-68.7%-68.7%21.8%-39.7%—
Dividend Yield2.0%2.0%———

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

32.5%

muy exigente

EPS terminal req.

$7.73

Spread vs growth

-101.2%

5Y implied EPS CAGR

23.0%

exigente

EPS terminal req.

$9.35

Spread vs growth

-91.7%

10Y implied EPS CAGR

16.3%

exigente

EPS terminal req.

$15.05

Spread vs growth

-85.0%

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 -9.1%

Total return

-9.1%

Start / end P/E

9.2x → 26.2x

EPS bridge

10.61 → 3.32

Residual

-126.5%

EPS growth-68.7%
Multiple rerating+184.1%
Dividend+2.0%
Residual / FX / buybacks / cross-term-126.5%

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.