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TNPL.NS$146.97-0.85%
Fair $146.97+0.0%

TNPL.NS

Tamil Nadu Newsprint and Papers Limited

Basic Materials / Paper & Paper ProductsNSE

$146.97

-1.28 (-0.85%)

Fairly Valued+0.0%Fair Value $146.97Fund rank 35/100 · Data gapFallback financials|
SA 36/D
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.8B · quality 71.7/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 66/100Data 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

36/100

D

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 · TNPL.NSLocal privado en este navegador · Tamil Nadu Newsprint and Papers 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

$10.2B

P/E

4.1x

↓

EV/EBITDA

4.7x

↓

ROE

10.7%

↑

Gross Margin

48.3%

↑

Debt/Equity

0.70

↑
52-Week Range$147
$122$191

TradingView lightweight chart

TNPL.NS price, volumen y niveles de valoración

Último $148.50Periodo +223.5%
Fair value: $146.97

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

-3.6%

FCF CAGR

-34.2%

FCF margin

4.3%

FCF / Net income

0.80x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $45.82B · net income $2.48B · FCF $1.99B

2023-FY → 2026-FY

Gross margin

48.3%-10.1% pts

Operating margin

3.7%-11.8% pts

Net margin

5.4%-2.2% pts

FCF margin

4.3%-9.3% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$45.82B$45.82B$44.43B$46.43B$51.17B
Net Income$2.48B$2.48B$37.3M$2.08B$3.88B
EBITDA$5.57B$5.57B$5.25B$8.06B$10.23B
EPS——0.5430.0856.04
Gross Margin48.3%48.3%49.3%56.1%58.4%
Operating Margin3.7%3.7%2.8%10.9%15.4%
Net Margin5.4%5.4%0.1%4.5%7.6%
Balance Sheet
Debt/Equity0.700.700.770.860.96
Current Ratio0.690.69———
Cash Flow
Free Cash Flow$1.99B$1.99B$3.96B$2.77B$6.99B
Returns
ROE10.7%10.7%0.2%10.0%20.0%
Valuation
P/E4.114.11229.489.044.13
EV/EBITDA4.704.704.644.513.28
P/B0.440.440.410.900.82
Growth & Yield
Revenue Growth3.1%3.1%-4.3%-9.3%—
EPS Growth——-98.2%-46.3%—
Dividend Yield2.7%2.7%———

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 -9.7%

Total return

-9.7%

Start / end P/E

n/dx → n/dx

EPS bridge

0.54 → n/d

Residual

-12.3%

EPS growthn/d
Multiple reratingn/d
Dividend+2.7%
Residual / FX / buybacks / cross-term-12.3%

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.