Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
GULPOLY.NS
Strong BuyFull HouseREMOVEGulshan Polyols Limited · Basic Materials · India · $119M · Avg Vol: $872K/d
While the company has a strong footprint in liquid glucose and value-added agro-products, the business is structurally a commodity processor susceptible to input cost volatility and cyclical demand from retail food giants. Without a clear competitive moat that prevents margin erosion in a high-inflation environment, this does not fit our philosophy of a 'quality compounder'.
COMPANY DESCRIPTION
Gulshan Polyols Limited engages in the mineral and grain processing, and ethanol distillery businesses in India.
FINANCIAL SUMMARY (INR)
| Year | 2023 | 2024 | 2025 | 2026 | CAGR | TTM |
|---|---|---|---|---|---|---|
| Revenue | 11.6B | 13.6B | 20.0B | 22.6B | 24.8% | 23.6B |
| EPS (INR) | 7.24 | 2.85 | 3.97 | 17.18 | 33.4% | 23.65 |
| Shares | 62.4M | 62.2M | 62.2M | 62.2M | -0.3% | 62.2M |
| Debt | 2.5B | 3.5B | 4.0B | 3.2B | 7.9% | 3.1B |
| Equity | 5.7B | 5.9B | 6.1B | 7.2B | 7.7% | — |
| Op CF | 154.4M | 662.8M | 417.8M | 2.1B | 137.7% | 2.1B |
| Inv CF | -2.5B | -1.6B | -543.2M | -602.4M | — | — |
| Fin CF | 1.2B | 876.0M | 130.3M | -1.2B | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of GULPOLY.NS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| GULPOLY.NS | Gulshan Polyols Limited(you) | $119M | 100 | Strong Buy |
| ANDHRSUGAR.NS | The Andhra Sugars Limited | $141M | 100 | Strong Buy |
| VALIANTORG.NS | Valiant Organics Limited | $101M | 95 | Strong Buy |
| SRHHYPOLTD.NS | Sree Rayalaseema Hi-Strength Hypo Limited | $96M | 94 | Strong Buy |
| INDOBORAX.NS | Indo Borax & Chemicals Limited | $173M | 96 | Strong Buy |
| KANORICHEM.NS | Kanoria Chemicals & Industries Limited | $73M | 95 | Strong Buy |
| INDOAMIN.NS | Indo Amines Limited | $97M | 87 | Strong Buy |
| OCCLLTD.NS | OCCL Limited | $87M | 86 | Strong Buy |
| DMCC.NS | DMCC Speciality Chemicals Limited | $76M | 85 | Strong Buy |
| AMNPLST.NS | Amines & Plasticizers Limited | $97M | 79 | Buy |
Peer medians: ROE 10.1% · P/E 24.5x · Gross margin 38.5%