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APLLTD.NS$720.00-2.40%
Fair $720.00+0.0%

APLLTD.NS

Alembic Pharmaceuticals Limited

Healthcare / Drug Manufacturers - Specialty & GenericNSE

$720.00

-18.10 (-2.40%)

Fairly Valued+0.0%Fair Value $720.00Fund rank 29/100 · Data gapFallback financials|
SA 43/C
F-Score: 5/9

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 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $2.9B · quality 50.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

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: 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 · APLLTD.NSLocal privado en este navegador · Alembic Pharmaceuticals 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

$141.5B

P/E

21.0x

↑

EV/EBITDA

13.9x

↑

ROE

11.9%

↑

Gross Margin

73.0%

↑

Debt/Equity

0.25

↑
52-Week Range$720
$636$1108

TradingView lightweight chart

APLLTD.NS price, volumen y niveles de valoración

Último $736.10Periodo +1514.3%
Fair value: $720.00

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

+10.1%

FCF CAGR

+0.9%

FCF margin

3.9%

FCF / Net income

0.43x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $73.45B · net income $6.75B · FCF $2.88B

2023-FY → 2026-FY

Gross margin

73.0%+9.8% pts

Operating margin

10.9%+2.8% pts

Net margin

9.2%+3.0% pts

FCF margin

3.9%-1.2% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$73.45B$73.45B$66.72B$61.12B$55.00B
Net Income$6.75B$6.75B$5.83B$6.16B$3.42B
EBITDA$11.06B$11.06B$10.65B$9.61B$6.80B
EPS34.3334.3329.6831.3317.40
Gross Margin73.0%73.0%73.1%67.3%63.2%
Operating Margin10.9%10.9%10.9%10.9%8.1%
Net Margin9.2%9.2%8.7%10.1%6.2%
Balance Sheet
Debt/Equity0.250.250.240.110.17
Current Ratio1.761.76———
Cash Flow
Free Cash Flow$2.88B$2.88B$-4.76B$4.76B$2.81B
Returns
ROE11.9%11.9%11.2%12.8%7.8%
Valuation
P/E20.9920.9929.6932.1929.22
EV/EBITDA13.9113.9117.3821.0415.65
P/B2.492.493.344.112.29
Growth & Yield
Revenue Growth10.1%10.1%9.2%11.1%—
EPS Growth15.7%15.7%-5.3%80.1%—
Dividend Yield1.5%1.5%———

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

23.0%

exigente

EPS terminal req.

$63.89

Spread vs growth

-7.3%

5Y implied EPS CAGR

17.6%

exigente

EPS terminal req.

$77.30

Spread vs growth

-2.0%

10Y implied EPS CAGR

13.7%

razonable

EPS terminal req.

$124.50

Spread vs growth

1.9%

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 -24.1%

Total return

-24.1%

Start / end P/E

33.3x → 21.4x

EPS bridge

29.68 → 34.33

Residual

-5.6%

EPS growth+15.7%
Multiple rerating-35.7%
Dividend+1.5%
Residual / FX / buybacks / cross-term-5.6%

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.