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INDORAMA.BO$43.03+4.47%
Fair $43.03+0.0%

INDORAMA.BO

Indo Rama Synthetics (India) Limited

Consumer Cyclical / Textile ManufacturingBSE

$43.03

+1.84 (+4.47%)

Fairly Valued+0.0%Fair Value $43.03Fund rank 22/100 · Data gapFallback financials|
SA 34/D
F-Score: 8/9
High DebtLow 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 35% · confianza 11%

FCF escenarios

weak_data · normalized FCF $-3.6B · quality 25.3/100

Data gap 22/100
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

8/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Debt-to-Equity ratio is 3.09, above the 2.0 threshold ROE is 0.4%, below the 5% threshold
Thesis & Journal · INDORAMA.BOLocal privado en este navegador · Indo Rama Synthetics (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

$11.2B

P/E

8.2x

↓

EV/EBITDA

11.4x

↑

ROE

0.4%

↓

Gross Margin

14.5%

↓

Debt/Equity

3.09

↑
52-Week Range$43
$29$75

TradingView lightweight chart

INDORAMA.BO price, volumen y niveles de valoración

Último $43.03Periodo +547.1%
Fair value: $43.03

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

+1.2%

FCF CAGR

+43.2%

FCF margin

8.7%

FCF / Net income

251.69x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $40.53B · net income $14.0M · FCF $3.52B

2022-FY → 2025-FY

Gross margin

14.5%-5.6% pts

Operating margin

3.6%-3.5% pts

Net margin

0.0%-6.9% pts

FCF margin

8.7%+5.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$40.53B$40.53B$36.96B$39.07B$39.06B
Net Income$14.0M$14.0M$-2.03B$-245.6M$2.69B
EBITDA$1.96B$1.96B$-450.0M$562.5M$3.00B
EPS0.050.05-7.79-0.9410.30
Gross Margin14.5%14.5%10.7%14.1%20.1%
Operating Margin3.6%3.6%-2.0%0.7%7.1%
Net Margin0.0%0.0%-5.5%-0.6%6.9%
Balance Sheet
Debt/Equity3.093.093.641.550.59
Cash Flow
Free Cash Flow$3.52B$3.52B$-3.57B$-4.46B$1.20B
Returns
ROE0.4%0.4%-55.3%-4.3%44.8%
Valuation
P/E8.208.20——7.51
EV/EBITDA11.4311.43—34.797.91
P/B3.053.053.261.963.37
Growth & Yield
Revenue Growth9.7%9.7%-5.4%0.0%—
EPS Growth100.6%100.6%-728.7%-109.1%—

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

324.3%

muy exigente

EPS terminal req.

$3.82

Spread vs growth

-223.6%

5Y implied EPS CAGR

147.2%

muy exigente

EPS terminal req.

$4.62

Spread vs growth

-46.6%

10Y implied EPS CAGR

64.9%

muy exigente

EPS terminal req.

$7.44

Spread vs growth

35.7%

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 -5.9%

Total return

-5.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-7.79 → 0.05

Residual

-5.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-5.9%

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.