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LORDSCHLO.BO$136.10-3.23%
Fair $136.10+0.0%

LORDSCHLO.BO

Lords Chloro Alkali Limited

Basic Materials / ChemicalsBSE

$136.10

-4.65 (-3.23%)

Fairly Valued+0.0%Fair Value $136.10Fund rank 28/100 · Data gapFallback financials|
SA 32/D
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-482.4M · quality 45.3/100

Data gap 28/100
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

32/100

D

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 3.4%, below the 5% threshold
Thesis & Journal · LORDSCHLO.BOLocal privado en este navegador · Lords Chloro Alkali 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

$3.9B

P/E

13.6x

↓

EV/EBITDA

18.9x

↑

ROE

3.4%

↑

Gross Margin

72.6%

↑

Debt/Equity

0.73

↑
52-Week Range$136
$108$245

TradingView lightweight chart

LORDSCHLO.BO price, volumen y niveles de valoración

Último $139.50Periodo +248.7%
Fair value: $136.10

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

+4.0%

FCF CAGR

—

FCF margin

-43.7%

FCF / Net income

-19.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.70B · net income $61.8M · FCF $-1.18B

2022-FY → 2025-FY

Gross margin

72.6%+39.0% pts

Operating margin

4.6%-15.8% pts

Net margin

2.3%-11.2% pts

FCF margin

-43.7%-67.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.70B$2.70B$2.21B$2.95B$2.40B
Net Income$61.8M$61.8M$-48.0M$532.2M$322.8M
EBITDA$252.3M$252.3M$34.6M$845.6M$585.5M
EPS2.372.37-1.9121.1612.83
Gross Margin72.6%72.6%74.5%39.8%33.6%
Operating Margin4.6%4.6%-3.7%25.8%20.4%
Net Margin2.3%2.3%-2.2%18.0%13.4%
Balance Sheet
Debt/Equity0.730.730.260.130.36
Cash Flow
Free Cash Flow$-1.18B$-1.18B$-482.4M$515.1M$577.6M
Returns
ROE3.4%3.4%-2.9%31.4%27.8%
Valuation
P/E13.6113.61—7.998.11
EV/EBITDA18.9118.9195.125.304.82
P/B1.961.961.942.512.25
Growth & Yield
Revenue Growth22.2%22.2%-25.1%22.9%—
EPS Growth224.1%224.1%-109.0%64.9%—

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

72.1%

muy exigente

EPS terminal req.

$12.08

Spread vs growth

152.0%

5Y implied EPS CAGR

43.9%

muy exigente

EPS terminal req.

$14.61

Spread vs growth

180.2%

10Y implied EPS CAGR

25.8%

muy exigente

EPS terminal req.

$23.53

Spread vs growth

198.3%

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 -8.5%

Total return

-8.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.91 → 2.37

Residual

-8.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-8.5%

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.