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POLYCHEM.BO$1922.55-4.34%
Fair $1922.55+0.0%

POLYCHEM.BO

Polychem Limited

Basic Materials / Specialty ChemicalsBSE

$1922.55

-87.25 (-4.34%)

Fairly Valued+0.0%Fair Value $1922.55Fund rank 29/100 · Data gapFallback financials|
SA 48/C
F-Score: 5/9

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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $15.7M · quality 49.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

48/100

C

Piotroski

5/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · POLYCHEM.BOLocal privado en este navegador · Polychem 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

$777M

P/E

4.8x

↓

EV/EBITDA

2.0x

↓

ROE

27.3%

↑

Gross Margin

46.8%

↑

Debt/Equity

0.02

↓
52-Week Range$1923
$1811$2986

TradingView lightweight chart

POLYCHEM.BO price, volumen y niveles de valoración

Último $1,923Periodo +85578.9%
Fair value: $1,923

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

-4.8%

FCF CAGR

—

FCF margin

-11.5%

FCF / Net income

-0.30x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $428.4M · net income $163.2M · FCF $-49.4M

2023-FY → 2026-FY

Gross margin

46.8%+5.1% pts

Operating margin

8.3%-0.8% pts

Net margin

38.1%+23.5% pts

FCF margin

-11.5%-18.6% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$428.4M$428.4M$408.3M$526.1M$496.9M
Net Income$163.2M$163.2M$28.3M$72.0M$72.3M
EBITDA$377.7M$377.7M$59.5M$107.1M$114.6M
EPS403.87403.8770.06178.27178.89
Gross Margin46.8%46.8%44.0%44.1%41.7%
Operating Margin8.3%8.3%6.6%13.8%9.0%
Net Margin38.1%38.1%6.9%13.7%14.5%
Balance Sheet
Debt/Equity0.020.020.030.040.00
Current Ratio5.305.30———
Cash Flow
Free Cash Flow$-49.4M$-49.4M$15.7M$59.2M$34.9M
Returns
ROE27.3%27.3%6.4%17.5%20.7%
Valuation
P/E4.764.7626.9115.435.01
EV/EBITDA2.032.0312.6810.203.04
P/B1.301.301.722.701.04
Growth & Yield
Revenue Growth4.9%4.9%-22.4%5.9%—
EPS Growth476.5%476.5%-60.7%-0.3%—
Dividend Yield1.0%1.0%———

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

-25.0%

fácil

EPS terminal req.

$170.59

Spread vs growth

501.4%

5Y implied EPS CAGR

-12.6%

fácil

EPS terminal req.

$206.42

Spread vs growth

489.0%

10Y implied EPS CAGR

-1.9%

fácil

EPS terminal req.

$332.44

Spread vs growth

478.4%

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 -3.3%

Total return

-3.3%

Start / end P/E

28.7x → 4.8x

EPS bridge

70.06 → 403.87

Residual

-397.4%

EPS growth+476.5%
Multiple rerating-83.4%
Dividend+1.0%
Residual / FX / buybacks / cross-term-397.4%

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.