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TINNARUBR.BO$829.90+3.34%
Fair $829.90+0.0%

TINNARUBR.BO

Tinna Rubber and Infrastructure Limited

Basic Materials / Specialty ChemicalsBSE

$829.90

+26.85 (+3.34%)

Fairly Valued+0.0%Fair Value $829.90Fund rank 24/100 · Data gapFallback financials|
SA 54/C
F-Score: 6/9

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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-335.9M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data 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

54/100

C

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: 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 · TINNARUBR.BOLocal privado en este navegador · Tinna Rubber and Infrastructure 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

$15.0B

P/E

28.0x

↑

EV/EBITDA

16.9x

↑

ROE

17.6%

↑

Gross Margin

48.5%

↑

Debt/Equity

0.43

↑
52-Week Range$830
$529$1070

TradingView lightweight chart

TINNARUBR.BO price, volumen y niveles de valoración

Último $829.90Periodo +761.8%
Fair value: $829.90

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

+22.9%

FCF CAGR

—

FCF margin

-9.5%

FCF / Net income

-0.98x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.46B · net income $528.5M · FCF $-519.9M

2023-FY → 2026-FY

Gross margin

48.5%+9.7% pts

Operating margin

14.9%+2.9% pts

Net margin

9.7%+2.3% pts

FCF margin

-9.5%-17.7% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$5.46B$5.46B$5.05B$3.62B$2.94B
Net Income$528.5M$528.5M$483.6M$402.9M$218.0M
EBITDA$951.4M$951.4M$838.6M$655.6M$428.8M
EPS29.6729.6728.1923.5212.73
Gross Margin48.5%48.5%45.0%43.5%38.7%
Operating Margin14.9%14.9%13.2%15.9%12.0%
Net Margin9.7%9.7%9.6%11.1%7.4%
Balance Sheet
Debt/Equity0.430.430.760.670.63
Current Ratio1.111.11———
Cash Flow
Free Cash Flow$-519.9M$-519.9M$-335.9M$-136.4M$241.3M
Returns
ROE17.6%17.6%27.1%31.5%22.7%
Valuation
P/E28.0128.0135.7034.2817.30
EV/EBITDA16.8816.8822.1822.3710.16
P/B4.924.929.6910.813.93
Growth & Yield
Revenue Growth8.0%8.0%39.6%23.1%—
EPS Growth5.3%5.3%19.9%84.8%—
Dividend Yield0.5%0.5%———

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

35.4%

muy exigente

EPS terminal req.

$73.64

Spread vs growth

-30.1%

5Y implied EPS CAGR

24.6%

exigente

EPS terminal req.

$89.10

Spread vs growth

-19.3%

10Y implied EPS CAGR

17.1%

exigente

EPS terminal req.

$143.50

Spread vs growth

-11.8%

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 -15.1%

Total return

-15.1%

Start / end P/E

34.9x → 28.0x

EPS bridge

28.19 → 29.67

Residual

-1.0%

EPS growth+5.3%
Multiple rerating-19.8%
Dividend+0.5%
Residual / FX / buybacks / cross-term-1.0%

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.