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ARCHIDPLY.NS$77.51+0.57%
Fair $77.51+0.0%

ARCHIDPLY.NS

Archidply Industries Limited

Basic Materials / Lumber & Wood ProductionNSE

$77.51

+0.44 (+0.57%)

Fairly Valued+0.0%Fair Value $77.51Fund rank 26/100 · Data gapFallback financials|
SA 29/D
F-Score: 8/9

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 16%

FCF escenarios

weak_data · normalized FCF $-283.1M · quality 37.3/100

Data gap 26/100
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

29/100

D

Piotroski

8/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · ARCHIDPLY.NSLocal privado en este navegador · Archidply Industries 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

$1.6B

P/E

19.3x

↑

EV/EBITDA

7.9x

↓

ROE

7.1%

↑

Gross Margin

33.5%

↑

Debt/Equity

1.63

↑
52-Week Range$78
$60$120

TradingView lightweight chart

ARCHIDPLY.NS price, volumen y niveles de valoración

Último $77.51Periodo +90.2%
Fair value: $77.51

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

+16.8%

FCF CAGR

—

FCF margin

4.9%

FCF / Net income

4.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.71B · net income $79.8M · FCF $329.0M

2023-FY → 2026-FY

Gross margin

33.5%+7.9% pts

Operating margin

4.3%-0.9% pts

Net margin

1.2%-1.7% pts

FCF margin

4.9%+8.4% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$6.71B$6.71B$5.56B$4.35B$4.21B
Net Income$79.8M$79.8M$-73.6M$71.0M$122.5M
EBITDA$422.7M$422.7M$234.2M$238.5M$258.7M
EPS4.024.02-3.703.576.17
Gross Margin33.5%33.5%31.9%24.3%25.7%
Operating Margin4.3%4.3%1.5%4.3%5.2%
Net Margin1.2%1.2%-1.3%1.6%2.9%
Balance Sheet
Debt/Equity1.631.631.891.370.80
Cash Flow
Free Cash Flow$329.0M$329.0M$-283.1M$-534.5M$-147.1M
Returns
ROE7.1%7.1%-7.1%6.4%11.8%
Valuation
P/E19.2819.28—28.8810.09
EV/EBITDA7.957.9515.7014.947.88
P/B1.371.371.651.841.19
Growth & Yield
Revenue Growth20.6%20.6%27.7%3.4%—
EPS Growth208.6%208.6%-203.6%-42.1%—

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

19.6%

exigente

EPS terminal req.

$6.88

Spread vs growth

189.0%

5Y implied EPS CAGR

15.7%

exigente

EPS terminal req.

$8.32

Spread vs growth

193.0%

10Y implied EPS CAGR

12.8%

razonable

EPS terminal req.

$13.40

Spread vs growth

195.9%

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 -19.0%

Total return

-19.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-3.70 → 4.02

Residual

-19.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-19.0%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.