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GULFOILLUB.NS$924.80-0.32%
Fair $924.80+0.0%

GULFOILLUB.NS

Gulf Oil Lubricants India Limited

Basic Materials / Specialty ChemicalsNSE

$924.80

-3.00 (-0.32%)

Fairly Valued+0.0%Fair Value $924.80Fund rank 37/100 · Data gapFallback financials|
SA 43/C
F-Score: 5/9

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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.1B · quality 79.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 86/100Data 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

43/100

C

Piotroski

5/9

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 · GULFOILLUB.NSLocal privado en este navegador · Gulf Oil Lubricants India 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

$45.8B

P/E

12.6x

↓

EV/EBITDA

6.8x

↓

ROE

22.6%

↑

Gross Margin

42.5%

↑

Debt/Equity

0.37

↑
52-Week Range$925
$865$1332

TradingView lightweight chart

GULFOILLUB.NS price, volumen y niveles de valoración

Último $924.80Periodo +268.5%
Fair value: $924.80

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

+10.7%

FCF CAGR

+6.1%

FCF margin

7.4%

FCF / Net income

0.86x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $40.56B · net income $3.48B · FCF $2.98B

2023-FY → 2026-FY

Gross margin

42.5%+6.0% pts

Operating margin

11.0%+0.9% pts

Net margin

8.6%+0.8% pts

FCF margin

7.4%-1.0% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$40.56B$40.56B$36.31B$32.93B$29.91B
Net Income$3.48B$3.48B$3.60B$3.08B$2.32B
EBITDA$5.89B$5.89B$5.71B$4.86B$3.67B
EPS——72.4262.1747.16
Gross Margin42.5%42.5%42.1%39.8%36.5%
Operating Margin11.0%11.0%11.5%11.2%10.1%
Net Margin8.6%8.6%9.9%9.4%7.8%
Balance Sheet
Debt/Equity0.370.370.320.280.32
Current Ratio1.851.85———
Cash Flow
Free Cash Flow$2.98B$2.98B$3.42B$3.14B$2.50B
Returns
ROE22.6%22.6%24.6%23.8%19.7%
Valuation
P/E12.6512.6515.0517.328.75
EV/EBITDA6.796.798.5010.274.78
P/B2.972.973.704.121.73
Growth & Yield
Revenue Growth11.7%11.7%10.3%10.1%—
EPS Growth——16.5%31.8%—
Dividend Yield4.5%4.5%———

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 -16.9%

Total return

-16.9%

Start / end P/E

n/dx → n/dx

EPS bridge

72.42 → n/d

Residual

-21.4%

EPS growthn/d
Multiple reratingn/d
Dividend+4.5%
Residual / FX / buybacks / cross-term-21.4%

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.