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ANDHRSUGAR.NS$80.36+0.56%
Fair $80.36+0.0%

ANDHRSUGAR.NS

The Andhra Sugars Limited

Basic Materials / ChemicalsNSE

$80.36

+0.45 (+0.56%)

Fairly Valued+0.0%Fair Value $80.36Fund rank 32/100 · Data gapFallback financials|
SA 55/C
F-Score: 5/9
Margin CompressionLow Profitability

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $320.9M · quality 62.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 50/100Data 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

55/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is 1.6%, below the 5% threshold
Thesis & Journal · ANDHRSUGAR.NSLocal privado en este navegador · The Andhra Sugars 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

$10.9B

P/E

13.0x

↓

EV/EBITDA

8.6x

↓

ROE

1.6%

↑

Gross Margin

41.1%

↑

Debt/Equity

0.01

↓
52-Week Range$80
$67$107

TradingView lightweight chart

ANDHRSUGAR.NS price, volumen y niveles de valoración

Último $80.36Periodo +1130.6%
Fair value: $80.36

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

+1.2%

FCF CAGR

-27.2%

FCF margin

1.6%

FCF / Net income

1.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $20.14B · net income $258.8M · FCF $320.9M

2022-FY → 2025-FY

Gross margin

41.1%-4.2% pts

Operating margin

2.4%-8.8% pts

Net margin

1.3%-11.2% pts

FCF margin

1.6%-2.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$20.14B$20.14B$18.91B$23.56B$19.45B
Net Income$258.8M$258.8M$751.0M$1.86B$2.42B
EBITDA$1.26B$1.26B$1.45B$3.16B$2.99B
EPS1.911.915.5413.7217.87
Gross Margin41.1%41.1%44.2%45.0%45.3%
Operating Margin2.4%2.4%2.4%10.3%11.2%
Net Margin1.3%1.3%4.0%7.9%12.5%
Balance Sheet
Debt/Equity0.010.010.020.020.04
Cash Flow
Free Cash Flow$320.9M$320.9M$69.4M$689.8M$833.3M
Returns
ROE1.6%1.6%4.7%12.1%15.9%
Valuation
P/E13.0513.0519.778.289.17
EV/EBITDA8.558.5510.274.937.56
P/B0.680.680.941.001.46
Growth & Yield
Revenue Growth6.5%6.5%-19.8%21.1%—
EPS Growth-65.5%-65.5%-59.6%-23.2%—
Dividend Yield1.0%1.0%———

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

55.1%

muy exigente

EPS terminal req.

$7.13

Spread vs growth

-120.7%

5Y implied EPS CAGR

35.2%

muy exigente

EPS terminal req.

$8.63

Spread vs growth

-100.7%

10Y implied EPS CAGR

22.0%

exigente

EPS terminal req.

$13.90

Spread vs growth

-87.5%

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 +7.3%

Total return

+7.3%

Start / end P/E

13.6x → 42.1x

EPS bridge

5.54 → 1.91

Residual

-136.5%

EPS growth-65.5%
Multiple rerating+208.4%
Dividend+1.0%
Residual / FX / buybacks / cross-term-136.5%

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.