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Polyram Plastic Industries Ltd (POLP) Fair Value & Analysis

Basic Materials · Il · Market cap 890M ILA

PP Polyram Plastic Industries Ltd POLP · TA
Price8.25 ILA
Fair Value9.22 ILA
Upside+11.8%
Quality54/100
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Mixed Growth
Thin margins · 3.7% net margin
Low debt · generates free cash flow
Ranks above peers (11/14)
Narrow moat 40/100
Evidence: High Range 5.78 ILA – 11.81 ILA Share as image

Fair value as of: Jul 18, 2026

From 24 valuation models · updated 23 days ago

Fair value updated Jul 18, 2026, revised from 7.51 ILA to 9.22 ILA (+22.8%) since Jun 24, 2026. Share price −0.6% over the past month.

A solid business, screening 12% undervalued on our models.

What matters now

  • A fairly wide model range (5.78 ILA to 11.81 ILA) leaves room in how you read the outcome.
  • Our model range runs from 5.78 ILA (bear) to 11.81 ILA (bull), base 9.22 ILA. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 54/100 (solid quality) with high evidence: the data supports the verdict.
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Price vs Fair Value (5 years)

15.70 ILA 7.57 ILA Fair Value 9.22 ILA Apr 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 18, 2026.

How to read this chart

60‑month range 7.57 ILA – 15.70 ILA · fair‑value band 5.78 ILA – 11.81 ILA · the 8.25 ILA price screens below the 9.22 ILA fair value. Dashed = 300-day average. As of Jul 18, 2026.

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Analysis

Polyram Plastic Industries Ltd (POLP) currently trades at 8.25 ILA, while our model-based Fair Value estimate is 9.22 ILA, implying the stock looks roughly 11.8% undervalued today. The Quality Score stands at 54/100 (solid quality), in the Basic Materials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Polyram Plastic Industries Ltd generated revenue of 302M ILA at a net margin of 3.7%. Revenue grew 13.4% year over year. It earns a return on equity of 6.5%. Net debt stands at 406M ILA. Fundamentals as of Jul 18, 2026

Our scenario range runs from 5.78 ILA (bear case) to 11.81 ILA (bull case); at 8.25 ILA, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. For context, the median of 10 Basic Materials peers we cover trades at -58% fair-value upside, at 12%, POLP screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF 3.24 ILA 4.15 ILA 5.28 ILA 80
Residual Income 4.32 ILA 4.58 ILA 4.89 ILA 76
Rev-Margin DCF 5.54 ILA 8.77 ILA 12.23 ILA 74
All 24 models by family
DCF Models
FCF DCF 3.17 ILA 4.15 ILA 5.42 ILA 38
Owner Earnings 2.20 ILA 2.88 ILA 3.77 ILA 31
5Y Revenue Exit 5.54 ILA 8.74 ILA 12.82 ILA 39
5Y EBITDA Exit 5.98 ILA 9.50 ILA 13.54 ILA 41
5Y P/E Exit 4.21 ILA 6.44 ILA 8.70 ILA 38
10Y Revenue Exit 4.30 ILA 6.78 ILA 9.77 ILA 36
10Y EBITDA Exit 4.73 ILA 7.24 ILA 10.24 ILA 37
10Y P/E Exit 3.73 ILA 5.37 ILA 7.13 ILA 35
Earnings-Based
Graham-Dodd 3.08 ILA 6.18 ILA 7.77 ILA 54
EPV 6.19 ILA 7.03 ILA 7.74 ILA 59
Dividend Discount
Gordon GGM 2.18 ILA 2.95 ILA 3.66 ILA 70
DDM Multi-Stage 2.18 ILA 2.90 ILA 3.64 ILA 61
Multiples
P/E Multiple 5.77 ILA 7.69 ILA 9.62 ILA 63
P/S Multiple 5.77 ILA 7.69 ILA 9.62 ILA 58
P/B Multiple 5.77 ILA 7.69 ILA 9.62 ILA 55
EV/EBIT 9.05 ILA 12.07 ILA 15.09 ILA 53
EV/EBITDA 9.27 ILA 12.37 ILA 15.46 ILA 54
EV/Revenue 7.84 ILA 11.21 ILA 14.57 ILA 43
Asset-Based
NCAV (Graham) 2.71 ILA 3.63 ILA 5.42 ILA 50
Growth DCF
Growth DCF 3.24 ILA 4.15 ILA 5.28 ILA 80
Rev-Margin DCF 5.54 ILA 8.77 ILA 12.23 ILA 74
Economic Profit
Residual Income 4.32 ILA 4.58 ILA 4.89 ILA 76
ROIC Compounder 6.25 ILA 7.29 ILA 8.33 ILA 72
Growth Earnings
Growth-Adj P/E 4.24 ILA 6.05 ILA 7.87 ILA 68

Widest divergence: Multiples (7.69 ILA) versus Dividend Discount (2.90 ILA). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 302M ILA
Revenue growth (YoY) +13.4%
Net margin 3.7%
Return on equity 6.5%
Free cash flow 39.6M ILA FY2025
P/E ratio 26.4
More key figures
Operating margin 7.9%
EPS (TTM) 0.3200 ILA
EPS growth (YoY) -50.0%
Net debt 406M ILA FY2025

Figures from reported company fundamentals · as of Jul 18, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 54/100

Of which business quality 52 · Market factors (momentum, volatility) 34

Profitability 36
Margins and returns on capital today
Quality Growth 14
Are margins and returns improving?
Cashflow 46
Earnings quality: real cash, not paper profit
Fin. Strength 50
Balance sheet, leverage, solvency risk
Investment 86
Disciplined investing over empire-building
Low Volatility 84
Calm price path (market factor)
Momentum 19
Price trend over the last 3–12 months (market factor)
52W Momentum 3
Distance to the 52-week high (market factor)
Net Issuance 96
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Polyram Plastic Industries Ltd, together with its subsidiaries, develops, produces, and markets thermoplastic compounds in Israel, England, Italy, Germany, the United States, Europe, Asia, and internationally. It operates through three segments: Engineering Thermoplastic Compounds, Bondirm, and Polytron.

Full company description

Polyram Plastic Industries Ltd, together with its subsidiaries, develops, produces, and markets thermoplastic compounds in Israel, England, Italy, Germany, the United States, Europe, Asia, and internationally. It operates through three segments: Engineering Thermoplastic Compounds, Bondirm, and Polytron. The company offers advanced plastic raw materials made from various polymers and additives; binders, impact enhancers, and adhesives for food and cosmetic packaging, pharmaceuticals, and chemical applications; and glass fibers made from polypropylene and nylon compounds for automotive application. It exports its products. The company was founded in 1986 and is headquartered in Gilboa, Israel.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Polyram Plastic Industries Ltd reported revenue of 926M ILA in FY2025 versus 907M ILA in FY2021, a compound +0.5%/yr. Reported net income was 48.4M ILA in FY2025, compounding −16.0%/yr from FY2021.

Growth Quality 63/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
926M ILS
Latest YoY
−7.6%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−5.7%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+7.2%
Avg. growth/yr (8Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+6.1%
Revenue +0.5%/yr
FY21 907M ILA
FY22 1.1B ILA
FY23 1.0B ILA
FY24 1.0B ILA
FY25 926M ILA
Net income −16.0%/yr
FY21 97.2M ILA
FY22 101M ILA
FY23 81.7M ILA
FY24 89.2M ILA
FY25 48.4M ILA

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Cite: Fair Value Calculator (2026). "Polyram Plastic Industries Ltd Fair Value". https://www.fairvalue-calculator.com/stock/POLP

Peer Group

Specialty Chemicals · 673 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 54 · Above median
Fair Value upside +12% · Above median
Return on equity (TTM) 6% · Above median
Return on assets 5% · Above median
Net margin (TTM) 4% · Below median
Operating margin (TTM) 8% · Above median
Revenue growth 13% · Above median
Dividend yield (TTM) 0.0% · Bottom 25%
Debt / equity 0.07× · Lower than median

Valuation Multiples vs Specialty Chemicals median · lower = cheaper

P/E (TTM) 25.2× · Cheaper than median
P/B 0.50× · Cheaper than 75% of peers
P/S (TTM) 0.96× · Cheaper than median
P/FCF 7.3× · Pricier than median
EV/EBITDA 7.8× · Cheaper than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 49 · sector 0
FUTURE 67 · sector 19
PAST 26 · sector 23
HEALTH 96 · sector 95
DIVIDEND 0 · sector 25

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Specialty Chemicals stocks, each showing price versus our Fair Value estimate (as of Jul 18, 2026).

Stock Price Fair Value vs Fair Value
Linde plc LIN $489.98 $222.03 -55%
Nan Ya Plastics Corporation 1303 181.50 TWD 255.83 TWD +41%
Wanhua Chemical Group 600309 ¥70.04 ¥68.03 -3%
Novozymes A/S NSISB kr 428.20 kr 179.66 -58%
Asian Paints Limited ASIANPAINT ₹2,689 ₹668.81 -75%
Solar Industries India Limited SOLARINDS ₹18,236 ₹2,793 -85%
Pidilite Industries Limited PIDILITIND ₹1,560 ₹351.84 -77%
PT Chandra Asri Pacific Tbk TPIA 1,805 IDR 2,888 IDR +60%
Linde India Limited LINDEINDIA ₹7,115 ₹757.93 -89%
Berger Paints India Limited BERGEPAINT ₹493.70 ₹164.29 -67%

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Frequently asked questions

Is Polyram Plastic Industries Ltd (POLP) overvalued or undervalued?
As of Jul 18, 2026, our model estimates a fair value of 9.22 ILA versus a price of 8.25 ILA, about +12% (undervalued).
What is the fair value of POLP?
Our model-based fair value for Polyram Plastic Industries Ltd is 9.22 ILA (as of Jul 18, 2026), built from audited fundamentals. The current price is 8.25 ILA.
What is the quality score of POLP?
Polyram Plastic Industries Ltd has a Quality Score of 54/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Polyram Plastic Industries Ltd (POLP)?
Polyram Plastic Industries Ltd reported trailing-twelve-month revenue of about 302M ILS (latest available figure, as of Jul 18, 2026).
What is the net profit margin of POLP?
The net profit margin of Polyram Plastic Industries Ltd is about 3.7%, meaning it keeps roughly 3.7% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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