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FAIRCHEMOR.NS$596.00-1.14%
Fair $596.00+0.0%

FAIRCHEMOR.NS

Fairchem Organics Limited

Basic Materials / Specialty ChemicalsNSE

$596.00

-6.85 (-1.14%)

Fairly Valued+0.0%Fair Value $596.00Fund rank 29/100 · Data gapFallback financials|
SA 34/D
F-Score: 3/9
Declining RevenueMargin CompressionLow 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 19%

FCF escenarios

weak_data · normalized FCF $262.6M · quality 50.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

34/100

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: 3unknown: 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 3 consecutive years Operating margin has declined for 3 consecutive years ROE is 2.1%, below the 5% threshold
Thesis & Journal · FAIRCHEMOR.NSLocal privado en este navegador · Fairchem Organics 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

$7.5B

P/E

139.3x

↑

EV/EBITDA

38.8x

↑

ROE

2.1%

↑

Gross Margin

20.1%

↓

Debt/Equity

0.32

↑
52-Week Range$596
$428$1103

TradingView lightweight chart

FAIRCHEMOR.NS price, volumen y niveles de valoración

Último $596.00Periodo -8.4%
Fair value: $596.00

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

-10.7%

FCF CAGR

-9.0%

FCF margin

5.7%

FCF / Net income

4.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.60B · net income $55.4M · FCF $262.6M

2023-FY → 2026-FY

Gross margin

20.1%+2.6% pts

Operating margin

2.3%-7.6% pts

Net margin

1.2%-5.5% pts

FCF margin

5.7%+0.3% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$4.60B$4.60B$5.38B$6.18B$6.46B
Net Income$55.4M$55.4M$219.7M$405.0M$435.0M
EBITDA$220.4M$220.4M$441.2M$681.1M$730.1M
EPS4.284.2816.8831.1033.41
Gross Margin20.1%20.1%25.3%18.3%17.5%
Operating Margin2.3%2.3%6.0%9.3%9.9%
Net Margin1.2%1.2%4.1%6.6%6.7%
Balance Sheet
Debt/Equity0.320.320.210.030.19
Current Ratio1.651.65———
Cash Flow
Free Cash Flow$262.6M$262.6M$-428.9M$563.5M$348.9M
Returns
ROE2.1%2.1%7.3%14.0%16.8%
Valuation
P/E139.25139.2552.3341.5530.89
EV/EBITDA38.8138.8127.4924.8119.09
P/B2.932.933.815.805.18
Growth & Yield
Revenue Growth-14.5%-14.5%-13.0%-4.3%—
EPS Growth-74.6%-74.6%-45.7%-6.9%—
Dividend Yield0.2%0.2%———

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

131.2%

muy exigente

EPS terminal req.

$52.89

Spread vs growth

-205.8%

5Y implied EPS CAGR

71.8%

muy exigente

EPS terminal req.

$63.99

Spread vs growth

-146.4%

10Y implied EPS CAGR

37.5%

muy exigente

EPS terminal req.

$103.06

Spread vs growth

-112.1%

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 -28.9%

Total return

-28.9%

Start / end P/E

49.8x → 139.3x

EPS bridge

16.88 → 4.28

Residual

-134.2%

EPS growth-74.6%
Multiple rerating+179.8%
Dividend+0.2%
Residual / FX / buybacks / cross-term-134.2%

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.