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NAHARPOLY.BO$258.20+1.18%
Fair $258.20+0.0%

NAHARPOLY.BO

Nahar Poly Films Limited

Consumer Cyclical / Packaging & ContainersBSE

$258.20

+3.00 (+1.18%)

Fairly Valued+0.0%Fair Value $258.20Fund rank 29/100 · Data gapFallback financials|
SA 60/B
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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $201.7M · quality 51.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

60/100

B

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 · NAHARPOLY.BOLocal privado en este navegador · Nahar Poly Films 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

$6.3B

P/E

8.8x

↓

EV/EBITDA

7.7x

↓

ROE

5.9%

↑

Gross Margin

25.3%

↓

Debt/Equity

0.12

↓
52-Week Range$258
$201$388

TradingView lightweight chart

NAHARPOLY.BO price, volumen y niveles de valoración

Último $258.20Periodo +2097.4%
Fair value: $258.20

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

+10.8%

FCF CAGR

—

FCF margin

7.8%

FCF / Net income

1.09x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.63B · net income $473.8M · FCF $514.9M

2022-FY → 2025-FY

Gross margin

25.3%-8.5% pts

Operating margin

6.5%-16.6% pts

Net margin

7.1%-12.9% pts

FCF margin

7.8%+33.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.63B$6.63B$5.97B$7.20B$4.87B
Net Income$473.8M$473.8M$56.8M$432.0M$977.1M
EBITDA$940.3M$940.3M$318.7M$864.1M$1.24B
EPS19.2719.272.3117.5739.74
Gross Margin25.3%25.3%17.3%21.9%33.7%
Operating Margin6.5%6.5%-1.9%6.9%23.1%
Net Margin7.1%7.1%1.0%6.0%20.1%
Balance Sheet
Debt/Equity0.120.120.160.210.19
Cash Flow
Free Cash Flow$514.9M$514.9M$165.0M$201.7M$-1.25B
Returns
ROE5.9%5.9%0.7%5.5%10.7%
Valuation
P/E8.768.7687.8813.7314.25
EV/EBITDA7.747.7419.618.7512.66
P/B0.790.790.620.761.53
Growth & Yield
Revenue Growth11.1%11.1%-17.0%47.8%—
EPS Growth734.2%734.2%-86.9%-55.8%—
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

5.9%

razonable

EPS terminal req.

$22.91

Spread vs growth

728.3%

5Y implied EPS CAGR

7.5%

razonable

EPS terminal req.

$27.72

Spread vs growth

726.7%

10Y implied EPS CAGR

8.8%

razonable

EPS terminal req.

$44.65

Spread vs growth

725.4%

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

144.7x → 13.4x

EPS bridge

2.31 → 19.27

Residual

-666.2%

EPS growth+734.2%
Multiple rerating-90.7%
Dividend+0.4%
Residual / FX / buybacks / cross-term-666.2%

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.