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JKPAPER.NS$361.70-3.48%
Fair $361.70+0.0%

JKPAPER.NS

JK Paper Limited

Basic Materials / Paper & Paper ProductsNSE

$361.70

-13.30 (-3.48%)

Fairly Valued+0.0%Fair Value $361.70Fund rank 34/100 · Data gapFallback financials|
SA 44/C
F-Score: 3/9
Margin 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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.9B · quality 63.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 61/100Data 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

44/100

C

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. Operating margin has declined for 3 consecutive years ROE is 4.8%, below the 5% threshold
Thesis & Journal · JKPAPER.NSLocal privado en este navegador · JK Paper 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

$65.6B

P/E

24.7x

↑

EV/EBITDA

9.3x

↓

ROE

4.8%

↑

Gross Margin

38.2%

↑

Debt/Equity

0.47

↑
52-Week Range$362
$305$445

TradingView lightweight chart

JKPAPER.NS price, volumen y niveles de valoración

Último $369.15Periodo +605.6%
Fair value: $361.70

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

+3.4%

FCF CAGR

-44.0%

FCF margin

3.8%

FCF / Net income

1.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $70.76B · net income $2.66B · FCF $2.70B

2023-FY → 2026-FY

Gross margin

38.2%-15.8% pts

Operating margin

7.7%-20.8% pts

Net margin

3.8%-14.9% pts

FCF margin

3.8%-20.2% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$70.76B$70.76B$66.62B$65.95B$64.10B
Net Income$2.66B$2.66B$4.09B$11.22B$11.96B
EBITDA$9.67B$9.67B$10.26B$18.18B$21.08B
EPS14.6614.6622.5559.1570.59
Gross Margin38.2%38.2%38.9%45.7%54.0%
Operating Margin7.7%7.7%9.0%21.3%28.5%
Net Margin3.8%3.8%6.1%17.0%18.7%
Balance Sheet
Debt/Equity0.470.470.350.430.69
Current Ratio1.391.39———
Cash Flow
Free Cash Flow$2.70B$2.70B$3.92B$11.36B$15.38B
Returns
ROE4.8%4.8%7.6%22.1%29.6%
Valuation
P/E24.6724.6714.115.965.46
EV/EBITDA9.299.297.434.464.41
P/B1.191.191.071.181.62
Growth & Yield
Revenue Growth6.2%6.2%1.0%2.9%—
EPS Growth-35.0%-35.0%-61.9%-16.2%—
Dividend Yield1.4%1.4%———

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

29.8%

muy exigente

EPS terminal req.

$32.09

Spread vs growth

-64.8%

5Y implied EPS CAGR

21.5%

exigente

EPS terminal req.

$38.83

Spread vs growth

-56.5%

10Y implied EPS CAGR

15.6%

exigente

EPS terminal req.

$62.54

Spread vs growth

-50.6%

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 +1.0%

Total return

+1.0%

Start / end P/E

16.4x → 25.2x

EPS bridge

22.55 → 14.66

Residual

-18.6%

EPS growth-35.0%
Multiple rerating+53.3%
Dividend+1.4%
Residual / FX / buybacks / cross-term-18.6%

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.