Simbhaoli Sugars (NSE:SIMBHALS) Forward Rate of Return (Yacktman) %: 0.00% (As of Jun. 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

NSE:SIMBHALS Simbhaoli Sugars Ltd NSE:SIMBHALS
44 GF Score
Price ₹7.07
GF Value ₹14.75
Valuation Possible Value Trap
! 6 Warning Signs
View Full Analysis

What is Simbhaoli Sugars Forward Rate of Return (Yacktman) %?

Simbhaoli Sugars NSE:SIMBHALS -1.94% 44 Forward Rate of Return (Yacktman) % is 0.00% as of Jun. 2026. GuruFocus rates NSE:SIMBHALS with a GF Score™ of 44/100 and a GF Value™ of ₹14.75 (Possible Value Trap). The stock has 6 warning signs investors should review. Among 1,409 Consumer Packaged Goods companies, Simbhaoli Sugars ranks better than 99.08% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Simbhaoli Sugars's forward rate of return for was 0.00%.

The historical rank and industry rank for Simbhaoli Sugars's Forward Rate of Return (Yacktman) % or its related term are showing as below:

NSE:SIMBHALS' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -22.76   Med: -9.55   Max: 126.35
Current: 126.35

During the past 13 years, Simbhaoli Sugars's highest Forward Rate of Return was 126.35. The lowest was -22.76. And the median was -9.55.

NSE:SIMBHALS's Forward Rate of Return (Yacktman) % is ranked better than
99.08% of 1409 companies
in the Consumer Packaged Goods industry
Industry Median: 8.58 vs NSE:SIMBHALS: 126.35

Unlike the Earnings Yield %, the Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.


Simbhaoli Sugars  (NSE:SIMBHALS) Forward Rate of Return (Yacktman) % Explanation

Unlike the Earnings Yield, the Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.

For the growth part of the Forward Rate of Return calculation, GuruFocus uses the 5-year average growth rate of EBITDA per share as the growth rate, and the growth rate is always capped at 20%. For the Free Cash Flow we use per share data averaged over five years. The reason we use five years is to make it comparable to the growth rate.


Be Aware

In the Forward Rate of Return calculation, the growth rate is added directly to today's free cash flow yield. Therefore the calculation is reliable only if the company can grow at the same rate in the future as it did in the past. Investors should pay close attention to this when researching growth stocks. A more accurate measurement for return is Return on Capital.


Simbhaoli Sugars Forward Rate of Return (Yacktman) % Related Terms


Simbhaoli Sugars Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for Simbhaoli Sugars's Forward Rate of Return (Yacktman) % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Simbhaoli Sugars Forward Rate of Return (Yacktman) % Chart

Simbhaoli Sugars Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
Forward Rate of Return (Yacktman) %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.00 0.00 32.36 78.49 0.00

Simbhaoli Sugars Quarterly Data
Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Mar26 Jun26
Forward Rate of Return (Yacktman) % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -12.75 78.49 0.00 0.00 0.00

NSE:SIMBHALS vs MDLZ, HSY, TR: Forward Rate of Return (Yacktman) % Comparison

For the Confectioners subindustry, Simbhaoli Sugars's Forward Rate of Return (Yacktman) %, along with its competitors' market caps and Forward Rate of Return (Yacktman) % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Simbhaoli Sugars Forward Rate of Return (Yacktman) % vs Consumer Packaged Goods Industry

For the Consumer Packaged Goods industry and Consumer Defensive sector, Simbhaoli Sugars's Forward Rate of Return (Yacktman) % distribution charts can be found below:

* The bar in red indicates where Simbhaoli Sugars's Forward Rate of Return (Yacktman) % falls into.


NSE:SIMBHALS
44GF Score
Simbhaoli Sugars Ltd NSE:SIMBHALS
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Simbhaoli Sugars Forward Rate of Return (Yacktman) % Calculation

Forward Rate of Return is a concept that Don Yacktman uses in his investment approach. Yacktman explained the forward rate of return concept in detail in his interview with GuruFocus. Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. He said in the interview (March 2012, when the S&P 500 was at about 1400):

If the business is stable, this calculation is fairly straightforward. For instance, on the S&P 500 we would normalize earnings. We would then calculate what percentage of those earnings are not reinvested in the underlying businesses and are therefore free. Historically, for the S&P 500, this has been just under 50% of earnings. Currently, we expect the S&P to earn about 70 on a normalized basis, a number which is far below reported earnings due to our adjusting for record high profit margins. $70 X ½ / 1400 gives you a normalized free cash flow yield of approximately 2.5%.

The historical real growth rate of the S&P 500 (companies) is about 1.5%. Assuming an inflation rate of 2.5%, the forward rate of return on an investment in the S&P 500 is about 6.5% today (2.5% free cash flow yield plus 1.5% real growth plus 2.5% inflation).

Simbhaoli Sugars's Forward Rate of Return of Jun. 2026 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=11.06516667/6.76+-0.1111
=152.58 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

What does a Forward Rate of Return (Yacktman) % of 0.00% mean?
Simbhaoli Sugars (NSE:SIMBHALS) has a Forward Rate of Return (Yacktman) % of 0.00% as of Jun. 2026. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on Simbhaoli Sugars and its competitors. According to the industry distribution chart, Simbhaoli Sugars ranks #13 out of 1409 companies in the Consumer Packaged Goods industry, placing it in the top 0.90000000000001%.
Is Simbhaoli Sugars' Forward Rate of Return (Yacktman) % too high?
Simbhaoli Sugars' current Forward Rate of Return (Yacktman) % is 0.00%. Based on the distribution chart, Simbhaoli Sugars ranks #13 out of 1409 companies in the Consumer Packaged Goods industry, which is in the top quartile — a strong position relative to peers. Overall, Simbhaoli Sugars has a GF Score™ of 44/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Simbhaoli Sugars' Forward Rate of Return (Yacktman) % compare to MDLZ and HSY?
According to the Consumer Packaged Goods industry distribution chart, Simbhaoli Sugars ranks #13 out of 1409 companies for Forward Rate of Return (Yacktman) %. This places Simbhaoli Sugars in the top 1% of its industry — outperforming the majority of peers. The industry median Forward Rate of Return (Yacktman) % is 8.58. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Forward Rate of Return (Yacktman) % for a Consumer Packaged Goods company?
The median Forward Rate of Return (Yacktman) % among Consumer Packaged Goods companies is 8.58, based on 1,409 companies in the industry. Companies in the top quartile (top 25%) have a Forward Rate of Return (Yacktman) % significantly above this median, while those in the bottom quartile fall well below. However, Forward Rate of Return (Yacktman) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Forward Rate of Return (Yacktman) % mean?
A high Forward Rate of Return (Yacktman) % can signal that a stock is expensive relative to its fundamentals. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on Simbhaoli Sugars and its competitors. For the Consumer Packaged Goods industry, the median Forward Rate of Return (Yacktman) % is 8.58 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Simbhaoli Sugars's current Forward Rate of Return (Yacktman) % is 0.00%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Simbhaoli Sugars stock overvalued right now?
Based on GuruFocus' analysis, Simbhaoli Sugars (NSE:SIMBHALS) is currently considered Possible Value Trap. The stock's GF Value™ is ₹14.75, compared to a current price of ₹7.07 — trading 52.1% below its estimated fair value. The current Forward Rate of Return (Yacktman) % is 0.00%. Simbhaoli Sugars' overall GF Score™ is 44/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Forward Rate of Return (Yacktman) % calculated?
Forward Rate of Return (Yacktman) % is calculated from a company's financial statements. For Simbhaoli Sugars (NSE:SIMBHALS), the current Forward Rate of Return (Yacktman) % is 0.00% as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Simbhaoli Sugars (NSE:SIMBHALS) Overvalued in 2026?

Based on GuruFocus' analysis, Simbhaoli Sugars stock appears to be undervalued. The current stock price of ₹7.07 is trading 52.1% below its estimated GF Value™ of ₹14.75. GuruFocus considers Simbhaoli Sugars to be Possible Value Trap.

Key valuation signals for NSE:SIMBHALS:

  • Forward Rate of Return (Yacktman) %: 0.00%
  • GF Value™: ₹14.75 vs. price of ₹7.07 (52.1% below fair value)
  • GF Score™: 44/100 with 6 warning signs

No single metric tells the full story. See the NSE:SIMBHALS stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Simbhaoli Sugars Business Description

Other Exchanges 539742:India
Address Sector 63, A-112, Noida, UP, IND, 201307
Simbhaoli Sugars Ltd is a technology-driven company engaged in the business of manufacturing refined sugar, specialty sugars, extra neutral alcohol, ethanol, sanitizer, and bio-manure. It is also engaged in the generation of power. The company operates through two segments, namely, Sugar and Alcohol, with the majority of the revenue being generated from the Sugar segment. Its product portfolio includes a variety of sugar such as Sulphurless Sugar, Superfine Suger, White Sugar Cubes, Classic Mishri, Classic Sugar Sachet, Brown Mineral Sugar, Coffee Sugar, Jaggery, Jaggery Powder, and others.
44GF Score

Get the complete analysis for NSE:SIMBHALS

Forward Rate of Return (Yacktman) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

₹7.07
Price
₹14.75
GF Value