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SARLAPOLY.NS$98.35+0.47%
Fair $98.35+0.0%

SARLAPOLY.NS

Sarla Performance Fibers Limited

Consumer Cyclical / Textile ManufacturingNSE

$98.35

+0.46 (+0.47%)

Fairly Valued+0.0%Fair Value $98.35Fund rank 34/100 · Data gapFallback financials|
SA 39/D
F-Score: 2/9
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $418.2M · quality 70.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 67/100Data 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

39/100

D

Piotroski

2/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is -2.6%, below the 5% threshold
Thesis & Journal · SARLAPOLY.NSLocal privado en este navegador · Sarla Performance Fibers 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

$8.2B

P/E

N/A

•

EV/EBITDA

56.4x

↑

ROE

-2.6%

↓

Gross Margin

55.0%

↑

Debt/Equity

0.38

↓
52-Week Range$98
$68$128

TradingView lightweight chart

SARLAPOLY.NS price, volumen y niveles de valoración

Último $99.00Periodo +707.8%
Fair value: $98.35

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

+1.6%

FCF CAGR

+0.5%

FCF margin

14.0%

FCF / Net income

-4.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.01B · net income $-131.3M · FCF $562.9M

2023-FY → 2026-FY

Gross margin

55.0%+18.9% pts

Operating margin

4.4%-4.1% pts

Net margin

-3.3%-8.8% pts

FCF margin

14.0%-0.4% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$4.01B$4.01B$4.27B$3.74B$3.83B
Net Income$-131.3M$-131.3M$623.6M$329.1M$213.4M
EBITDA$180.6M$180.6M$1.15B$787.8M$659.4M
EPS-1.57-1.577.473.942.56
Gross Margin55.0%55.0%55.4%34.9%36.1%
Operating Margin4.4%4.4%15.1%8.2%8.5%
Net Margin-3.3%-3.3%14.6%8.8%5.6%
Balance Sheet
Debt/Equity0.380.380.370.320.27
Current Ratio1.221.22———
Cash Flow
Free Cash Flow$562.9M$562.9M$418.2M$215.4M$554.5M
Returns
ROE-2.6%-2.6%12.7%7.7%5.4%
Valuation
P/E——10.9614.8114.75
EV/EBITDA56.3656.367.537.886.35
P/B1.601.601.401.140.80
Growth & Yield
Revenue Growth-6.1%-6.1%14.1%-2.3%—
EPS Growth-121.0%-121.0%89.6%53.9%—
Dividend Yield2.0%2.0%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -5.0%

Total return

-5.0%

Start / end P/E

n/dx → n/dx

EPS bridge

7.47 → -1.57

Residual

-7.0%

EPS growthn/d
Multiple reratingn/d
Dividend+2.0%
Residual / FX / buybacks / cross-term-7.0%

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.