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KLRFM.BO$104.80-2.67%
Fair $104.80+0.0%

KLRFM.BO

Kovilpatti Lakshmi Roller Flour Mills Limited

Consumer Defensive / Packaged FoodsBSE

$104.80

-2.80 (-2.67%)

Fairly Valued+0.0%Fair Value $104.80Fund rank 27/100 · Data gapFallback financials|
SA 41/C
F-Score: 5/9
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 33% · confianza 19%

FCF escenarios

weak_data · normalized FCF $75.9M · quality 41.0/100

Data gap 27/100
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

41/100

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: 1unknown: 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. ROE is 1.7%, below the 5% threshold
Thesis & Journal · KLRFM.BOLocal privado en este navegador · Kovilpatti Lakshmi Roller Flour Mills 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

$948M

P/E

12.5x

↓

EV/EBITDA

9.4x

↑

ROE

1.7%

↓

Gross Margin

18.2%

↓

Debt/Equity

1.01

↑
52-Week Range$105
$85$145

TradingView lightweight chart

KLRFM.BO price, volumen y niveles de valoración

Último $102.00Periodo +601.0%
Fair value: $104.80

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

+16.0%

FCF CAGR

—

FCF margin

7.4%

FCF / Net income

27.39x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.27B · net income $11.5M · FCF $315.5M

2022-FY → 2025-FY

Gross margin

18.2%-5.6% pts

Operating margin

2.0%-2.0% pts

Net margin

0.3%-2.5% pts

FCF margin

7.4%+13.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.27B$4.27B$4.09B$4.04B$2.73B
Net Income$11.5M$11.5M$78.0M$101.0M$75.3M
EBITDA$168.8M$168.8M$265.3M$282.5M$184.1M
EPS1.271.278.6311.1713.59
Gross Margin18.2%18.2%25.6%21.0%23.9%
Operating Margin2.0%2.0%4.6%4.2%4.0%
Net Margin0.3%0.3%1.9%2.5%2.8%
Balance Sheet
Debt/Equity1.011.011.341.450.93
Cash Flow
Free Cash Flow$315.5M$315.5M$75.9M$44.5M$-178.3M
Returns
ROE1.7%1.7%11.7%16.8%15.6%
Valuation
P/E12.5012.5024.339.175.23
EV/EBITDA9.449.4410.536.364.58
P/B1.391.392.851.540.82
Growth & Yield
Revenue Growth4.3%4.3%1.3%47.7%—
EPS Growth-85.3%-85.3%-22.7%-17.8%—
Dividend Yield0.5%0.5%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

94.2%

muy exigente

EPS terminal req.

$9.30

Spread vs growth

-179.5%

5Y implied EPS CAGR

54.7%

muy exigente

EPS terminal req.

$11.25

Spread vs growth

-140.0%

10Y implied EPS CAGR

30.4%

muy exigente

EPS terminal req.

$18.12

Spread vs growth

-115.7%

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 -8.8%

Total return

-8.8%

Start / end P/E

13.0x → 80.3x

EPS bridge

8.63 → 1.27

Residual

-440.7%

EPS growth-85.3%
Multiple rerating+516.7%
Dividend+0.5%
Residual / FX / buybacks / cross-term-440.7%

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.