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KOKUYOCMLN.BO$83.52-4.45%
Fair $83.52+0.0%

KOKUYOCMLN.BO

Kokuyo Camlin Limited

Industrials / Business Equipment & SuppliesBSE

$83.52

-3.79 (-4.45%)

Fairly Valued+0.0%Fair Value $83.52Fund rank 31/100 · Data gapFallback financials|
SA 37/D
F-Score: 8/9

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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $229.5M · quality 57.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 36/100Data 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

37/100

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: 0unknown: 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.
Thesis & Journal · KOKUYOCMLN.BOLocal privado en este navegador · Kokuyo Camlin 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

$8.4B

P/E

33.8x

↑

EV/EBITDA

14.7x

↑

ROE

7.7%

↑

Gross Margin

38.2%

↑

Debt/Equity

0.11

↓
52-Week Range$84
$70$138

TradingView lightweight chart

KOKUYOCMLN.BO price, volumen y niveles de valoración

Último $81.36Periodo +504.0%
Fair value: $83.52

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

+1.3%

FCF CAGR

+14.3%

FCF margin

2.9%

FCF / Net income

0.93x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.03B · net income $247.9M · FCF $229.5M

2023-FY → 2026-FY

Gross margin

38.2%+5.0% pts

Operating margin

4.5%-0.4% pts

Net margin

3.1%-0.1% pts

FCF margin

2.9%+0.9% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$8.03B$8.03B$7.60B$8.14B$7.73B
Net Income$247.9M$247.9M$58.3M$438.3M$244.5M
EBITDA$585.7M$585.7M$345.7M$819.6M$561.9M
EPS2.472.470.584.372.44
Gross Margin38.2%38.2%35.4%35.7%33.2%
Operating Margin4.5%4.5%1.7%7.1%4.9%
Net Margin3.1%3.1%0.8%5.4%3.2%
Balance Sheet
Debt/Equity0.110.110.180.270.21
Cash Flow
Free Cash Flow$229.5M$229.5M$334.7M$-71.0M$153.8M
Returns
ROE7.7%7.7%1.9%14.8%9.3%
Valuation
P/E33.8133.81177.4130.3029.82
EV/EBITDA14.7414.7431.3017.0713.84
P/B2.602.603.424.482.78
Growth & Yield
Revenue Growth5.7%5.7%-6.6%5.2%—
EPS Growth325.9%325.9%-86.7%79.1%—
Dividend Yield0.4%0.4%———

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

44.2%

muy exigente

EPS terminal req.

$7.41

Spread vs growth

281.6%

5Y implied EPS CAGR

29.4%

muy exigente

EPS terminal req.

$8.97

Spread vs growth

296.4%

10Y implied EPS CAGR

19.3%

exigente

EPS terminal req.

$14.44

Spread vs growth

306.5%

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 -22.5%

Total return

-22.5%

Start / end P/E

181.9x → 32.9x

EPS bridge

0.58 → 2.47

Residual

-266.9%

EPS growth+325.9%
Multiple rerating-81.9%
Dividend+0.4%
Residual / FX / buybacks / cross-term-266.9%

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.