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SHK.BO$127.90-0.85%
Fair $127.90+0.0%

SHK.BO

S H Kelkar and Company Limited

Basic Materials / Specialty ChemicalsBSE

$127.90

-1.10 (-0.85%)

Fairly Valued+0.0%Fair Value $127.90Fund rank 27/100 · Data gapFallback financials|
SA 35/D
F-Score: 4/9

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 20%

FCF escenarios

weak_data · normalized FCF $465.2M · quality 40.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

35/100

D

Piotroski

4/9

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 · SHK.BOLocal privado en este navegador · S H Kelkar and Company 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

$17.9B

P/E

25.5x

↑

EV/EBITDA

9.5x

↓

ROE

5.1%

↑

Gross Margin

41.5%

↑

Debt/Equity

0.76

↑
52-Week Range$128
$112$275

TradingView lightweight chart

SHK.BO price, volumen y niveles de valoración

Último $127.90Periodo -38.3%
Fair value: $127.90

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

+12.0%

FCF CAGR

-23.8%

FCF margin

2.4%

FCF / Net income

0.82x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $23.59B · net income $692.6M · FCF $566.6M

2023-FY → 2026-FY

Gross margin

41.5%+1.8% pts

Operating margin

5.2%-2.9% pts

Net margin

2.9%-0.7% pts

FCF margin

2.4%-5.2% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$23.59B$23.59B$21.13B$18.33B$16.77B
Net Income$692.6M$692.6M$732.4M$1.22B$611.7M
EBITDA$2.87B$2.87B$2.59B$2.99B$2.00B
EPS5.005.005.318.934.53
Gross Margin41.5%41.5%43.4%43.5%39.7%
Operating Margin5.2%5.2%9.6%12.1%8.1%
Net Margin2.9%2.9%3.5%6.7%3.6%
Balance Sheet
Debt/Equity0.760.760.650.550.58
Current Ratio1.271.27———
Cash Flow
Free Cash Flow$566.6M$566.6M$-799.9M$465.2M$1.28B
Returns
ROE5.1%5.1%5.8%10.1%5.7%
Valuation
P/E25.5325.5332.7923.7522.91
EV/EBITDA9.529.5212.1511.639.79
P/B1.301.301.892.401.32
Growth & Yield
Revenue Growth11.6%11.6%15.3%9.3%—
EPS Growth-5.8%-5.8%-40.5%97.1%—
Dividend Yield1.6%1.6%———

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

31.4%

muy exigente

EPS terminal req.

$11.35

Spread vs growth

-37.3%

5Y implied EPS CAGR

22.4%

exigente

EPS terminal req.

$13.73

Spread vs growth

-28.2%

10Y implied EPS CAGR

16.0%

exigente

EPS terminal req.

$22.12

Spread vs growth

-21.9%

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 -44.4%

Total return

-44.4%

Start / end P/E

44.6x → 25.6x

EPS bridge

5.31 → 5.00

Residual

+2.5%

EPS growth-5.8%
Multiple rerating-42.6%
Dividend+1.6%
Residual / FX / buybacks / cross-term+2.5%

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.