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v0.1
OAL.NS$312.35-1.86%
Fair $312.35+0.0%

OAL.NS

Oriental Aromatics Limited

Basic Materials / Specialty ChemicalsNSE

$312.35

-6.20 (-1.86%)

Fairly Valued+0.0%Fair Value $312.35Fund rank 23/100 · Data gapFallback financials|
SA 43/C
F-Score: 3/9
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 17%

FCF escenarios

weak_data · normalized FCF $-93.6M · quality 39.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

43/100

C

Piotroski

3/9

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 0.5%, below the 5% threshold
Thesis & Journal · OAL.NSLocal privado en este navegador · Oriental Aromatics 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

$10.5B

P/E

318.7x

↑

EV/EBITDA

18.6x

↑

ROE

0.5%

↑

Gross Margin

21.0%

↑

Debt/Equity

0.61

↑
52-Week Range$312
$228$432

TradingView lightweight chart

OAL.NS price, volumen y niveles de valoración

Último $327.85Periodo +99.8%
Fair value: $312.35

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

+6.8%

FCF CAGR

—

FCF margin

-0.9%

FCF / Net income

-2.83x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.31B · net income $33.1M · FCF $-93.6M

2023-FY → 2026-FY

Gross margin

21.0%+2.2% pts

Operating margin

3.6%-0.8% pts

Net margin

0.3%-2.0% pts

FCF margin

-0.9%+7.2% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$10.31B$10.31B$9.28B$8.32B$8.46B
Net Income$33.1M$33.1M$343.3M$91.0M$197.4M
EBITDA$775.9M$775.9M$964.6M$533.8M$592.5M
EPS0.980.9810.202.715.87
Gross Margin21.0%21.0%25.1%17.5%18.8%
Operating Margin3.6%3.6%7.5%3.3%4.4%
Net Margin0.3%0.3%3.7%1.1%2.3%
Balance Sheet
Debt/Equity0.610.610.530.330.37
Current Ratio1.591.59———
Cash Flow
Free Cash Flow$-93.6M$-93.6M$-1.22B$424.4M$-690.0M
Returns
ROE0.5%0.5%5.2%1.4%3.2%
Valuation
P/E318.72318.7232.92124.0661.63
EV/EBITDA18.6218.6215.2624.8524.18
P/B1.591.591.701.791.95
Growth & Yield
Revenue Growth11.0%11.0%11.6%-1.7%—
EPS Growth-90.4%-90.4%276.4%-53.8%—
Dividend Yield0.1%0.1%———

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

204.7%

muy exigente

EPS terminal req.

$27.72

Spread vs growth

-295.1%

5Y implied EPS CAGR

102.7%

muy exigente

EPS terminal req.

$33.54

Spread vs growth

-193.1%

10Y implied EPS CAGR

49.3%

muy exigente

EPS terminal req.

$54.01

Spread vs growth

-139.7%

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 -20.6%

Total return

-20.6%

Start / end P/E

40.5x → 334.5x

EPS bridge

10.20 → 0.98

Residual

-655.5%

EPS growth-90.4%
Multiple rerating+725.2%
Dividend+0.1%
Residual / FX / buybacks / cross-term-655.5%

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.