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GOKUL.NS$41.46-1.29%
Fair $41.46+0.0%

GOKUL.NS

Gokul Refoils & Solvent Limited

Consumer Defensive / Packaged FoodsNSE

$41.46

-0.54 (-1.29%)

Fairly Valued+0.0%Fair Value $41.46Fund rank 28/100 · Data gapFallback financials|
SA 35/D
F-Score: 7/9
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 19%

FCF escenarios

weak_data · normalized FCF $429.2M · quality 45.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

35/100

D

Piotroski

7/9

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 4.3%, below the 5% threshold
Thesis & Journal · GOKUL.NSLocal privado en este navegador · Gokul Refoils & Solvent 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

$4.1B

P/E

21.3x

↑

EV/EBITDA

11.3x

↑

ROE

4.3%

↓

Gross Margin

3.6%

↓

Debt/Equity

0.81

↑
52-Week Range$41
$31$54

TradingView lightweight chart

GOKUL.NS price, volumen y niveles de valoración

Último $41.46Periodo +13.9%
Fair value: $41.46

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

+4.8%

FCF CAGR

—

FCF margin

0.2%

FCF / Net income

0.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $35.07B · net income $148.1M · FCF $73.7M

2022-FY → 2025-FY

Gross margin

3.6%-0.5% pts

Operating margin

0.8%-0.4% pts

Net margin

0.4%-0.4% pts

FCF margin

0.2%+3.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$35.07B$35.07B$30.14B$31.23B$30.45B
Net Income$148.1M$148.1M$18.1M$241.4M$265.2M
EBITDA$604.3M$604.3M$402.0M$587.0M$543.9M
EPS1.501.500.182.442.68
Gross Margin3.6%3.6%4.5%4.7%4.1%
Operating Margin0.8%0.8%1.3%1.7%1.1%
Net Margin0.4%0.4%0.1%0.8%0.9%
Balance Sheet
Debt/Equity0.810.810.861.291.21
Cash Flow
Free Cash Flow$73.7M$73.7M$429.2M$626.3M$-840.7M
Returns
ROE4.3%4.3%0.5%7.4%8.7%
Valuation
P/E21.2621.26243.0612.0712.74
EV/EBITDA11.3011.3017.4111.9912.84
P/B1.191.191.310.891.11
Growth & Yield
Revenue Growth16.3%16.3%-3.5%2.5%—
EPS Growth733.3%733.3%-92.6%-9.0%—

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

34.9%

muy exigente

EPS terminal req.

$3.68

Spread vs growth

698.5%

5Y implied EPS CAGR

24.3%

exigente

EPS terminal req.

$4.45

Spread vs growth

709.0%

10Y implied EPS CAGR

16.9%

exigente

EPS terminal req.

$7.17

Spread vs growth

716.4%

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 -7.8%

Total return

-7.8%

Start / end P/E

249.8x → 27.6x

EPS bridge

0.18 → 1.50

Residual

-652.2%

EPS growth+733.3%
Multiple rerating-88.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term-652.2%

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.