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AMANTA.BO$115.10-5.50%
Fair $115.10+0.0%

AMANTA.BO

Amanta Healthcare Limited

Healthcare / Drug Manufacturers - Specialty & GenericBSE

$115.10

-6.70 (-5.50%)

Fairly Valued+0.0%Fair Value $115.10Fund rank 25/100 · Data gapFallback financials|
SA 38/D
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 33% · confianza 19%

FCF escenarios

weak_data · normalized FCF $258.5M · quality 36.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

38/100

D

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 · AMANTA.BOLocal privado en este navegador · Amanta Healthcare 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

$4.5B

P/E

26.5x

↑

EV/EBITDA

9.2x

↓

ROE

6.8%

↑

Gross Margin

66.4%

↑

Debt/Equity

1.11

↑
52-Week Range$115
$93$155

TradingView lightweight chart

AMANTA.BO price, volumen y niveles de valoración

Último $115.10Periodo -18.2%
Fair value: $115.10

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+3.8%

FCF CAGR

—

FCF margin

-11.0%

FCF / Net income

-2.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.88B · net income $148.8M · FCF $-317.4M

2023-FY → 2026-FY

Gross margin

66.4%+7.4% pts

Operating margin

14.3%+0.8% pts

Net margin

5.2%+6.0% pts

FCF margin

-11.0%-25.1% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$2.88B$2.88B$2.75B$2.78B$2.58B
Net Income$148.8M$148.8M$105.0M$36.3M$-21.1M
EBITDA$606.0M$606.0M$610.5M$575.2M$554.2M
EPS4.334.332.700.94-0.54
Gross Margin66.4%66.4%65.8%60.6%59.0%
Operating Margin14.3%14.3%15.0%13.8%13.5%
Net Margin5.2%5.2%3.8%1.3%-0.8%
Balance Sheet
Debt/Equity1.111.112.003.023.40
Current Ratio1.691.69———
Cash Flow
Free Cash Flow$-317.4M$-317.4M$258.5M$446.6M$362.9M
Returns
ROE6.8%6.8%10.9%5.5%-3.4%
Valuation
P/E26.5226.52———
EV/EBITDA9.229.22———
P/B1.801.80———
Growth & Yield
Revenue Growth4.7%4.7%-1.3%8.1%—
EPS Growth60.1%60.1%189.0%272.1%—

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

33.1%

muy exigente

EPS terminal req.

$10.21

Spread vs growth

27.0%

5Y implied EPS CAGR

23.3%

exigente

EPS terminal req.

$12.36

Spread vs growth

36.8%

10Y implied EPS CAGR

16.5%

exigente

EPS terminal req.

$19.90

Spread vs growth

43.6%

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 · available periodreconcilia total -18.2%

Total return

-18.2%

Start / end P/E

52.0x → 26.6x

EPS bridge

2.70 → 4.33

Residual

-29.4%

EPS growth+60.1%
Multiple rerating-48.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term-29.4%

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.