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NCML.BO$95.50-3.05%
Fair $95.50+0.0%

NCML.BO

Nilachal Carbo Metalicks Limited

Basic Materials / Coking CoalBSE

$95.50

-3.00 (-3.05%)

Fairly Valued+0.0%Fair Value $95.50Fund rank 24/100 · Data gapFallback financials|
SA 52/C
F-Score: 4/9
Declining Revenue

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 17%

FCF escenarios

weak_data · normalized FCF $-129.5M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

52/100

C

Piotroski

4/9

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. Revenue has declined for 2 consecutive years
Thesis & Journal · NCML.BOLocal privado en este navegador · Nilachal Carbo Metalicks 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

$2.4B

P/E

15.1x

↓

EV/EBITDA

9.9x

↓

ROE

17.9%

↑

Gross Margin

16.2%

↓

Debt/Equity

0.30

↑
52-Week Range$96
$65$130

TradingView lightweight chart

NCML.BO price, volumen y niveles de valoración

Último $95.50Periodo +33.8%
Fair value: $95.50

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

+0.4%

FCF CAGR

-50.5%

FCF margin

1.3%

FCF / Net income

0.19x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.02B · net income $140.2M · FCF $26.6M

2022-FY → 2025-FY

Gross margin

16.2%+2.2% pts

Operating margin

10.9%+2.6% pts

Net margin

7.0%+0.6% pts

FCF margin

1.3%-9.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.02B$2.02B$2.65B$2.66B$1.99B
Net Income$140.2M$140.2M$158.2M$148.2M$125.8M
EBITDA$264.9M$264.9M$242.4M$218.7M$187.8M
EPS5.625.626.355.945.05
Gross Margin16.2%16.2%11.8%11.1%13.9%
Operating Margin10.9%10.9%7.3%6.2%8.2%
Net Margin7.0%7.0%6.0%5.6%6.3%
Balance Sheet
Debt/Equity0.300.300.410.390.30
Current Ratio1.691.69———
Cash Flow
Free Cash Flow$26.6M$26.6M$-129.5M$-255.7M$219.1M
Returns
ROE17.9%17.9%24.6%30.6%37.4%
Valuation
P/E15.1115.11———
EV/EBITDA9.879.87———
P/B3.043.04———
Growth & Yield
Revenue Growth-24.0%-24.0%-0.4%33.6%—
EPS Growth-11.4%-11.4%6.8%17.7%—

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

14.7%

razonable

EPS terminal req.

$8.47

Spread vs growth

-26.0%

5Y implied EPS CAGR

12.8%

razonable

EPS terminal req.

$10.25

Spread vs growth

-24.2%

10Y implied EPS CAGR

11.4%

razonable

EPS terminal req.

$16.51

Spread vs growth

-22.8%

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 · available periodreconcilia total +33.8%

Total return

+33.8%

Start / end P/E

11.3x → 17.0x

EPS bridge

6.35 → 5.62

Residual

-5.8%

EPS growth-11.4%
Multiple rerating+51.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term-5.8%

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.