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AJANTSOY.BO$21.97-1.58%
Fair $21.97+0.0%

AJANTSOY.BO

Ajanta Soya Limited

Consumer Defensive / Packaged FoodsBSE

$21.97

-0.38 (-1.58%)

Fairly Valued+0.0%Fair Value $21.97Fund rank 28/100 · Data gapFallback financials|
SA 43/C
F-Score: 6/9

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 20%

FCF escenarios

weak_data · normalized FCF $129.3M · quality 49.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

6/9

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 · AJANTSOY.BOLocal privado en este navegador · Ajanta Soya 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

$1.8B

P/E

12.1x

↓

EV/EBITDA

4.1x

↓

ROE

17.1%

↑

Gross Margin

4.6%

↓

Debt/Equity

0.00

↓
52-Week Range$22
$16$46

TradingView lightweight chart

AJANTSOY.BO price, volumen y niveles de valoración

Último $23.72Periodo -48.9%
Fair value: $21.97

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

-0.4%

FCF CAGR

-14.3%

FCF margin

1.0%

FCF / Net income

0.48x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.30B · net income $271.5M · FCF $129.3M

2022-FY → 2025-FY

Gross margin

4.6%-0.4% pts

Operating margin

2.4%-1.0% pts

Net margin

2.0%-1.1% pts

FCF margin

1.0%-0.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$13.30B$13.30B$10.22B$12.36B$13.45B
Net Income$271.5M$271.5M$40.3M$22.4M$422.0M
EBITDA$419.8M$419.8M$114.5M$89.0M$524.5M
EPS3.373.370.500.285.24
Gross Margin4.6%4.6%2.6%2.3%5.0%
Operating Margin2.4%2.4%0.0%0.4%3.4%
Net Margin2.0%2.0%0.4%0.2%3.1%
Balance Sheet
Debt/Equity0.000.000.000.01—
Cash Flow
Free Cash Flow$129.3M$129.3M$168.3M$-256.3M$205.6M
Returns
ROE17.1%17.1%3.1%1.8%34.3%
Valuation
P/E12.1412.14———
EV/EBITDA4.154.15———
P/B1.111.11———
Growth & Yield
Revenue Growth30.1%30.1%-17.3%-8.1%—
EPS Growth574.0%574.0%78.6%-94.7%—

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

-16.7%

fácil

EPS terminal req.

$1.95

Spread vs growth

590.7%

5Y implied EPS CAGR

-6.9%

fácil

EPS terminal req.

$2.36

Spread vs growth

580.9%

10Y implied EPS CAGR

1.2%

fácil

EPS terminal req.

$3.80

Spread vs growth

572.8%

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 -46.5%

Total return

-46.5%

Start / end P/E

88.7x → 7.0x

EPS bridge

0.50 → 3.37

Residual

-528.5%

EPS growth+574.0%
Multiple rerating-92.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term-528.5%

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.