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AARON.NS$117.61-0.52%
Fair $117.61+0.0%

AARON.NS

Aaron Industries Limited

Industrials / Specialty Industrial MachineryNSE

$117.61

-0.62 (-0.52%)

Fairly Valued+0.0%Fair Value $117.61Fund rank 22/100 · Data gapFallback financials|
SA 40/C
F-Score: 8/9

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 16%

FCF escenarios

weak_data · normalized FCF $-8.0M · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

40/100

C

Piotroski

8/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · AARON.NSLocal privado en este navegador · Aaron Industries 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

$2.5B

P/E

35.1x

↑

EV/EBITDA

18.7x

↑

ROE

19.2%

↑

Gross Margin

34.8%

↑

Debt/Equity

0.74

↑
52-Week Range$118
$107$258

TradingView lightweight chart

AARON.NS price, volumen y niveles de valoración

Último $117.61Periodo +1166.6%
Fair value: $117.61

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

+27.3%

FCF CAGR

—

FCF margin

0.8%

FCF / Net income

0.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $778.7M · net income $82.4M · FCF $6.4M

2022-FY → 2025-FY

Gross margin

34.8%+3.4% pts

Operating margin

16.8%+3.4% pts

Net margin

10.6%+0.8% pts

FCF margin

0.8%+5.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$778.7M$778.7M$631.8M$558.1M$377.3M
Net Income$82.4M$82.4M$63.3M$54.0M$37.1M
EBITDA$148.9M$148.9M$111.7M$95.0M$58.1M
EPS3.933.933.002.691.85
Gross Margin34.8%34.8%33.3%31.0%31.4%
Operating Margin16.8%16.8%15.5%15.1%13.4%
Net Margin10.6%10.6%10.0%9.7%9.8%
Balance Sheet
Debt/Equity0.740.740.880.560.58
Current Ratio1.371.37———
Cash Flow
Free Cash Flow$6.4M$6.4M$-277.4M$-8.0M$-19.2M
Returns
ROE19.2%19.2%17.7%26.4%23.3%
Valuation
P/E35.1135.1144.7735.9932.23
EV/EBITDA18.6718.6728.0121.6222.19
P/B5.735.737.859.487.54
Growth & Yield
Revenue Growth23.2%23.2%13.2%47.9%—
EPS Growth31.0%31.0%11.7%45.1%—
Dividend Yield0.5%0.5%———

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

38.5%

muy exigente

EPS terminal req.

$10.44

Spread vs growth

-7.5%

5Y implied EPS CAGR

26.3%

muy exigente

EPS terminal req.

$12.63

Spread vs growth

4.7%

10Y implied EPS CAGR

17.9%

exigente

EPS terminal req.

$20.34

Spread vs growth

13.1%

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 -44.0%

Total return

-44.0%

Start / end P/E

70.6x → 29.9x

EPS bridge

3.00 → 3.93

Residual

-17.9%

EPS growth+31.0%
Multiple rerating-57.6%
Dividend+0.5%
Residual / FX / buybacks / cross-term-17.9%

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.