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VINATIORGA.NS$1314.30+0.47%
Fair $1314.30+0.0%

VINATIORGA.NS

Vinati Organics Limited

Basic Materials / Specialty ChemicalsNSE

$1314.30

+6.10 (+0.47%)

Fairly Valued+0.0%Fair Value $1314.30Fund rank 23/100 · Data gapFallback financials|
SA 21/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 34% · confianza 15%

FCF escenarios

weak_data · normalized FCF $-420.5M · quality 30.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

21/100

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 · VINATIORGA.NSLocal privado en este navegador · Vinati Organics 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

$136.3B

P/E

30.7x

↑

EV/EBITDA

19.3x

↑

ROE

14.0%

↑

Gross Margin

53.5%

↑

Debt/Equity

N/A

•
52-Week Range$1314
$1203$2040

TradingView lightweight chart

VINATIORGA.NS price, volumen y niveles de valoración

Último $1,307Periodo +8502.8%
Fair value: $1,314

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

+2.6%

FCF CAGR

+18.9%

FCF margin

12.9%

FCF / Net income

0.65x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $22.27B · net income $4.44B · FCF $2.88B

2023-FY → 2026-FY

Gross margin

53.5%+8.7% pts

Operating margin

24.4%-0.7% pts

Net margin

19.9%-0.4% pts

FCF margin

12.9%+4.6% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$22.27B$22.27B$22.48B$18.90B$20.65B
Net Income$4.44B$4.44B$4.05B$3.23B$4.19B
EBITDA$7.07B$7.07B$6.25B$5.09B$6.24B
EPS——39.0931.1540.43
Gross Margin53.5%53.5%46.8%43.4%44.8%
Operating Margin24.4%24.4%21.9%21.1%25.0%
Net Margin19.9%19.9%18.0%17.1%20.3%
Balance Sheet
Debt/Equity——0.020.000.02
Current Ratio5.405.40———
Cash Flow
Free Cash Flow$2.88B$2.88B$-420.5M$-660.3M$1.72B
Returns
ROE14.0%14.0%14.5%13.1%18.9%
Valuation
P/E30.7430.7438.6447.8345.52
EV/EBITDA19.2819.2825.1530.3830.64
P/B4.314.315.616.278.62
Growth & Yield
Revenue Growth-0.9%-0.9%19.0%-8.5%—
EPS Growth——25.5%-23.0%—
Dividend Yield0.6%0.6%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -27.5%

Total return

-27.5%

Start / end P/E

n/dx → n/dx

EPS bridge

39.09 → n/d

Residual

-28.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.6%
Residual / FX / buybacks / cross-term-28.0%

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.