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KOTHARIPET.NS$122.71-2.37%
Fair $122.71+0.0%

KOTHARIPET.NS

Kothari Petrochemicals Limited

Basic Materials / Specialty ChemicalsNSE

$122.71

-2.99 (-2.37%)

Fairly Valued+0.0%Fair Value $122.71Fund rank 37/100 · Data gapFallback financials|
SA 56/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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $715.2M · quality 77.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 74/100Data 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

56/100

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 · KOTHARIPET.NSLocal privado en este navegador · Kothari Petrochemicals 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

$7.2B

P/E

10.0x

↓

EV/EBITDA

6.7x

↓

ROE

19.5%

↑

Gross Margin

31.4%

↑

Debt/Equity

0.01

↓
52-Week Range$123
$95$192

TradingView lightweight chart

KOTHARIPET.NS price, volumen y niveles de valoración

Último $123.13Periodo +4145.9%
Fair value: $122.71

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

+7.3%

FCF CAGR

+45.4%

FCF margin

13.6%

FCF / Net income

1.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.91B · net income $724.9M · FCF $805.1M

2023-FY → 2026-FY

Gross margin

31.4%+5.2% pts

Operating margin

15.0%+4.5% pts

Net margin

12.3%+4.1% pts

FCF margin

13.6%+8.1% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$5.91B$5.91B$5.77B$5.92B$4.79B
Net Income$724.9M$724.9M$658.2M$637.8M$391.8M
EBITDA$1.06B$1.06B$917.2M$1.03B$639.4M
EPS——11.1810.846.66
Gross Margin31.4%31.4%28.2%29.5%26.2%
Operating Margin15.0%15.0%12.4%14.9%10.5%
Net Margin12.3%12.3%11.4%10.8%8.2%
Balance Sheet
Debt/Equity0.010.010.01—0.12
Current Ratio2.482.48———
Cash Flow
Free Cash Flow$805.1M$805.1M$587.7M$715.2M$262.2M
Returns
ROE19.5%19.5%21.5%25.9%20.4%
Valuation
P/E9.959.9514.1512.529.11
EV/EBITDA6.746.7410.047.685.75
P/B1.941.943.043.241.86
Growth & Yield
Revenue Growth2.4%2.4%-2.5%23.6%—
EPS Growth——3.1%62.8%—
Dividend Yield1.6%1.6%———

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 -22.4%

Total return

-22.4%

Start / end P/E

n/dx → n/dx

EPS bridge

11.18 → n/d

Residual

-24.0%

EPS growthn/d
Multiple reratingn/d
Dividend+1.6%
Residual / FX / buybacks / cross-term-24.0%

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.