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VRL.BO$158.35+6.35%
Fair $158.35+0.0%

VRL.BO

Vasundhara Rasayans Limited

Basic Materials / ChemicalsBSE

$158.35

+9.45 (+6.35%)

Fairly Valued+0.0%Fair Value $158.35Fund rank 25/100 · Data gapFallback financials|
SA 59/C
F-Score: 1/9
Declining Revenue

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 18%

FCF escenarios

weak_data · normalized FCF $-62.5M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

59/100

C

Piotroski

1/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 2 consecutive years
Thesis & Journal · VRL.BOLocal privado en este navegador · Vasundhara Rasayans 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

$503M

P/E

13.5x

↓

EV/EBITDA

7.7x

↓

ROE

11.9%

↑

Gross Margin

37.9%

↑

Debt/Equity

0.12

↓
52-Week Range$158
$100$250

TradingView lightweight chart

VRL.BO price, volumen y niveles de valoración

Último $158.35Periodo +1118.1%
Fair value: $158.35

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+8.3%

FCF CAGR

—

FCF margin

-18.4%

FCF / Net income

-1.47x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $339.9M · net income $42.5M · FCF $-62.5M

2022-FY → 2025-FY

Gross margin

37.9%+7.9% pts

Operating margin

11.0%+3.2% pts

Net margin

12.5%+4.4% pts

FCF margin

-18.4%-46.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$339.9M$339.9M$370.1M$379.4M$267.5M
Net Income$42.5M$42.5M$58.6M$55.9M$21.7M
EBITDA$63.9M$63.9M$83.3M$78.1M$32.1M
EPS13.3613.3618.4417.596.84
Gross Margin37.9%37.9%40.8%35.1%30.0%
Operating Margin11.0%11.0%16.7%14.3%7.8%
Net Margin12.5%12.5%15.8%14.7%8.1%
Balance Sheet
Debt/Equity0.120.120.060.150.06
Current Ratio6.876.87———
Cash Flow
Free Cash Flow$-62.5M$-62.5M$42.0M$-65.8M$75.5M
Returns
ROE11.9%11.9%18.3%20.8%10.1%
Valuation
P/E13.4713.4710.987.3017.44
EV/EBITDA7.727.726.864.758.88
P/B1.431.432.031.521.76
Growth & Yield
Revenue Growth-8.2%-8.2%-2.4%41.8%—
EPS Growth-27.5%-27.5%4.8%157.2%—
Dividend Yield1.3%1.3%———

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

1.7%

fácil

EPS terminal req.

$14.05

Spread vs growth

-29.2%

5Y implied EPS CAGR

4.9%

fácil

EPS terminal req.

$17.00

Spread vs growth

-32.5%

10Y implied EPS CAGR

7.4%

razonable

EPS terminal req.

$27.38

Spread vs growth

-35.0%

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 -31.5%

Total return

-31.5%

Start / end P/E

12.8x → 11.9x

EPS bridge

18.44 → 13.36

Residual

+2.0%

EPS growth-27.5%
Multiple rerating-7.4%
Dividend+1.3%
Residual / FX / buybacks / cross-term+2.0%

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.