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AHLUCONT.NS$763.65-4.43%
Fair $763.65+0.0%

AHLUCONT.NS

Ahluwalia Contracts (India) Limited

Industrials / Engineering & ConstructionNSE

$763.65

-36.70 (-4.43%)

Fairly Valued+0.0%Fair Value $763.65Fund rank 34/100 · Data gapFallback financials|
SA 43/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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.7B · quality 69.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 64/100Data 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

43/100

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

$51.2B

P/E

19.1x

↑

EV/EBITDA

12.8x

↑

ROE

11.2%

↑

Gross Margin

18.4%

↓

Debt/Equity

0.04

↓
52-Week Range$764
$645$1125

TradingView lightweight chart

AHLUCONT.NS price, volumen y niveles de valoración

Último $792.00Periodo +344.6%
Fair value: $763.65

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

+15.3%

FCF CAGR

+65.5%

FCF margin

4.2%

FCF / Net income

0.84x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $40.99B · net income $2.02B · FCF $1.71B

2022-FY → 2025-FY

Gross margin

18.4%+0.8% pts

Operating margin

6.9%-1.5% pts

Net margin

4.9%-0.9% pts

FCF margin

4.2%+2.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$40.99B$40.99B$38.55B$28.05B$26.71B
Net Income$2.02B$2.02B$3.75B$1.94B$1.55B
EBITDA$3.80B$3.80B$5.87B$3.21B$2.74B
EPS30.1730.1755.9528.9623.17
Gross Margin18.4%18.4%18.5%18.5%17.6%
Operating Margin6.9%6.9%8.7%9.6%8.4%
Net Margin4.9%4.9%9.7%6.9%5.8%
Balance Sheet
Debt/Equity0.040.040.070.050.05
Cash Flow
Free Cash Flow$1.71B$1.71B$1.43B$1.95B$376.7M
Returns
ROE11.2%11.2%23.4%15.8%15.0%
Valuation
P/E19.1319.1319.2818.7822.06
EV/EBITDA12.8312.8311.9210.3911.80
P/B2.842.844.522.973.31
Growth & Yield
Revenue Growth6.3%6.3%37.4%5.0%—
EPS Growth-46.1%-46.1%93.2%25.0%—
Dividend Yield0.1%0.1%———

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

31.0%

muy exigente

EPS terminal req.

$67.76

Spread vs growth

-77.0%

5Y implied EPS CAGR

22.1%

exigente

EPS terminal req.

$81.99

Spread vs growth

-68.2%

10Y implied EPS CAGR

15.9%

exigente

EPS terminal req.

$132.05

Spread vs growth

-62.0%

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 -15.2%

Total return

-15.2%

Start / end P/E

16.7x → 26.3x

EPS bridge

55.95 → 30.17

Residual

-26.3%

EPS growth-46.1%
Multiple rerating+57.1%
Dividend+0.1%
Residual / FX / buybacks / cross-term-26.3%

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.