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AGARIND.BO$423.90+1.68%
Fair $423.90+0.0%

AGARIND.BO

Agarwal Industrial Corporation Limited

Basic Materials / Specialty ChemicalsBSE

$423.90

+7.00 (+1.68%)

Fairly Valued+0.0%Fair Value $423.90Fund rank 24/100 · Data gapFallback financials|
SA 45/C
F-Score: 4/9

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 17%

FCF escenarios

weak_data · normalized FCF $-650.1M · quality 39.7/100

Data gap 24/100
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

45/100

C

Piotroski

4/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · AGARIND.BOLocal privado en este navegador · Agarwal Industrial Corporation 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

$6.3B

P/E

10.9x

↓

EV/EBITDA

4.9x

↓

ROE

18.4%

↑

Gross Margin

10.1%

↓

Debt/Equity

0.69

↑
52-Week Range$424
$360$1075

TradingView lightweight chart

AGARIND.BO price, volumen y niveles de valoración

Último $423.90Periodo +3264.3%
Fair value: $423.90

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

+14.5%

FCF CAGR

—

FCF margin

-2.7%

FCF / Net income

-0.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $23.99B · net income $1.16B · FCF $-650.1M

2022-FY → 2025-FY

Gross margin

10.1%+1.4% pts

Operating margin

6.4%+0.3% pts

Net margin

4.8%+0.8% pts

FCF margin

-2.7%-2.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$23.99B$23.99B$21.25B$20.15B$15.98B
Net Income$1.16B$1.16B$1.09B$922.6M$636.9M
EBITDA$2.11B$2.11B$1.78B$1.44B$1.08B
EPS77.3477.3473.0263.7851.10
Gross Margin10.1%10.1%20.6%8.1%8.7%
Operating Margin6.4%6.4%6.7%5.6%6.2%
Net Margin4.8%4.8%5.1%4.6%4.0%
Balance Sheet
Debt/Equity0.690.690.710.390.58
Cash Flow
Free Cash Flow$-650.1M$-650.1M$-1.58B$79.7M$-8.6M
Returns
ROE18.4%18.4%21.4%22.9%21.6%
Valuation
P/E10.8610.8611.609.2712.34
EV/EBITDA4.954.958.916.838.41
P/B1.011.012.482.122.67
Growth & Yield
Revenue Growth12.9%12.9%5.5%26.1%—
EPS Growth5.9%5.9%14.5%24.8%—
Dividend Yield0.8%0.8%———

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

-21.4%

fácil

EPS terminal req.

$37.61

Spread vs growth

27.3%

5Y implied EPS CAGR

-10.1%

fácil

EPS terminal req.

$45.51

Spread vs growth

16.0%

10Y implied EPS CAGR

-0.5%

fácil

EPS terminal req.

$73.30

Spread vs growth

6.5%

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 -56.2%

Total return

-56.2%

Start / end P/E

13.5x → 5.5x

EPS bridge

73.02 → 77.34

Residual

-3.5%

EPS growth+5.9%
Multiple rerating-59.4%
Dividend+0.8%
Residual / FX / buybacks / cross-term-3.5%

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.