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LTLS.JK$770.00-1.91%
Fair $770.00+0.0%

LTLS.JK

PT Lautan Luas Tbk

Basic Materials / Specialty ChemicalsJakarta

$770.00

-15.00 (-1.91%)

Fairly Valued+0.0%Fair Value $770.00Fund rank 28/100 · Data gapFallback financials|
SA 38/D
F-Score: 2/9
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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $152.6B · quality 47.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

38/100

D

Piotroski

2/9

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 4.9%, below the 5% threshold
Thesis & Journal · LTLS.JKLocal privado en este navegador · PT Lautan Luas Tbk
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

$1.13T

P/E

7.9x

↓

EV/EBITDA

5.3x

↓

ROE

4.9%

↑

Gross Margin

15.7%

↓

Debt/Equity

0.44

↑
52-Week Range$770
$710$1000

TradingView lightweight chart

LTLS.JK price, volumen y niveles de valoración

Último $770.00Periodo +305.3%
Fair value: $770.00

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

+3.8%

FCF CAGR

—

FCF margin

-1.0%

FCF / Net income

-0.60x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.80T · net income $149.45B · FCF $-89.85B

2022-FY → 2025-FY

Gross margin

15.7%-3.4% pts

Operating margin

5.0%-2.5% pts

Net margin

1.7%-2.4% pts

FCF margin

-1.0%-3.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8799.18B$8799.18B$7722.38B$7316.90B$7879.11B
Net Income$149.45B$149.45B$220.36B$160.94B$321.01B
EBITDA$425.03B$425.03B$470.26B$378.95B$624.52B
EPS99.0099.00146.00104.00206.00
Gross Margin15.7%15.7%17.6%16.2%19.1%
Operating Margin5.0%5.0%5.3%5.3%7.6%
Net Margin1.7%1.7%2.9%2.2%4.1%
Balance Sheet
Debt/Equity0.440.440.410.380.51
Current Ratio1.201.20———
Cash Flow
Free Cash Flow$-89.85B$-89.85B$152.63B$516.78B$199.50B
Returns
ROE4.9%4.9%7.7%6.0%11.9%
Valuation
P/E7.867.866.9512.846.41
EV/EBITDA5.255.255.187.195.11
P/B0.380.380.530.770.76
Growth & Yield
Revenue Growth13.9%13.9%5.5%-7.1%—
EPS Growth-32.2%-32.2%40.4%-49.5%—
Dividend Yield4.0%4.0%———

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

-11.6%

fácil

EPS terminal req.

$68.32

Spread vs growth

-20.6%

5Y implied EPS CAGR

-3.5%

fácil

EPS terminal req.

$82.67

Spread vs growth

-28.7%

10Y implied EPS CAGR

3.0%

fácil

EPS terminal req.

$133.15

Spread vs growth

-35.2%

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 -14.9%

Total return

-14.9%

Start / end P/E

6.5x → 7.8x

EPS bridge

146.00 → 99.00

Residual

-6.3%

EPS growth-32.2%
Multiple rerating+19.5%
Dividend+4.0%
Residual / FX / buybacks / cross-term-6.3%

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.