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PADALPO.BO$12.70+1.60%
Fair $12.70+0.0%

PADALPO.BO

Padmanabh Alloy & Polymers Limited

Basic Materials / Specialty ChemicalsBSE

$12.70

+0.20 (+1.60%)

Fairly Valued+0.0%Fair Value $12.70Fund rank 30/100 · Data gapFallback financials|
SA 28/D
F-Score: 6/9
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 $7.5M · quality 51.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 31/100Data 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

28/100

D

Piotroski

6/9

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 1.6%, below the 5% threshold
Thesis & Journal · PADALPO.BOLocal privado en este navegador · Padmanabh Alloy & Polymers 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

$69M

P/E

47.0x

↑

EV/EBITDA

13.7x

↑

ROE

1.6%

↑

Gross Margin

24.2%

↑

Debt/Equity

0.48

↑
52-Week Range$13
$12$22

TradingView lightweight chart

PADALPO.BO price, volumen y niveles de valoración

Último $12.70Periodo -63.8%
Fair value: $12.70

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

+3.2%

FCF CAGR

+6.0%

FCF margin

2.1%

FCF / Net income

6.69x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $455.6M · net income $1.5M · FCF $9.8M

2023-FY → 2026-FY

Gross margin

24.2%+7.2% pts

Operating margin

1.3%-1.4% pts

Net margin

0.3%-0.2% pts

FCF margin

2.1%+0.2% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$455.6M$455.6M$390.4M$422.4M$414.6M
Net Income$1.5M$1.5M$2.4M$4.8M$2.3M
EBITDA$8.2M$8.2M$7.5M$12.1M$8.9M
EPS——0.440.890.42
Gross Margin24.2%24.2%23.3%16.0%17.0%
Operating Margin1.3%1.3%1.4%2.4%2.7%
Net Margin0.3%0.3%0.6%1.1%0.5%
Balance Sheet
Debt/Equity0.480.480.580.380.45
Current Ratio1.541.54———
Cash Flow
Free Cash Flow$9.8M$9.8M$-14.2M$7.5M$8.2M
Returns
ROE1.6%1.6%2.7%5.5%2.7%
Valuation
P/E47.0447.0441.4126.5879.07
EV/EBITDA13.6813.6819.9913.3124.26
P/B0.750.751.111.472.19
Growth & Yield
Revenue Growth16.7%16.7%-7.6%1.9%—
EPS Growth——-50.6%111.9%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -32.5%

Total return

-32.5%

Start / end P/E

n/dx → n/dx

EPS bridge

0.44 → n/d

Residual

-32.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-32.5%

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.