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PRIMO.BO$22.48+2.09%
Fair $22.48+0.0%

PRIMO.BO

Primo Chemicals Limited

Basic Materials / ChemicalsBSE

$22.48

+0.46 (+2.09%)

Fairly Valued+0.0%Fair Value $22.48Fund rank 29/100 · Data gapFallback financials|
SA 48/C
F-Score: 8/9
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 19%

FCF escenarios

weak_data · normalized FCF $242.8M · quality 51.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

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: 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 3.8%, below the 5% threshold
Thesis & Journal · PRIMO.BOLocal privado en este navegador · Primo Chemicals 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

$5.4B

P/E

35.7x

↑

EV/EBITDA

7.7x

↓

ROE

3.8%

↑

Gross Margin

36.4%

↑

Debt/Equity

0.32

↑
52-Week Range$22
$16$31

TradingView lightweight chart

PRIMO.BO price, volumen y niveles de valoración

Último $22.48Periodo +388.7%
Fair value: $22.48

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

-7.4%

FCF CAGR

—

FCF margin

6.9%

FCF / Net income

2.52x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.62B · net income $153.7M · FCF $386.7M

2023-FY → 2026-FY

Gross margin

36.4%-12.9% pts

Operating margin

2.8%-25.1% pts

Net margin

2.7%-16.7% pts

FCF margin

6.9%+11.5% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$5.62B$5.62B$5.56B$3.97B$7.07B
Net Income$153.7M$153.7M$35.6M$-253.3M$1.37B
EBITDA$878.9M$878.9M$892.3M$263.4M$2.19B
EPS0.630.630.15-1.055.67
Gross Margin36.4%36.4%36.0%29.7%49.3%
Operating Margin2.8%2.8%3.1%-3.7%27.9%
Net Margin2.7%2.7%0.6%-6.4%19.4%
Balance Sheet
Debt/Equity0.320.320.430.460.35
Current Ratio0.560.56———
Cash Flow
Free Cash Flow$386.7M$386.7M$242.8M$-539.6M$-326.6M
Returns
ROE3.8%3.8%0.9%-6.5%33.3%
Valuation
P/E35.6835.68181.27—13.68
EV/EBITDA7.727.729.1246.989.17
P/B1.351.351.652.744.56
Growth & Yield
Revenue Growth1.1%1.1%39.9%-43.9%—
EPS Growth320.0%320.0%114.3%-118.5%—

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

46.8%

muy exigente

EPS terminal req.

$1.99

Spread vs growth

273.2%

5Y implied EPS CAGR

30.8%

muy exigente

EPS terminal req.

$2.41

Spread vs growth

289.2%

10Y implied EPS CAGR

20.0%

exigente

EPS terminal req.

$3.89

Spread vs growth

300.0%

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 -13.5%

Total return

-13.5%

Start / end P/E

173.3x → 35.7x

EPS bridge

0.15 → 0.63

Residual

-254.1%

EPS growth+320.0%
Multiple rerating-79.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term-254.1%

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.