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ARFIN.NS$90.85+2.25%
Fair $90.85+0.0%

ARFIN.NS

Arfin India Limited

Basic Materials / AluminumNSE

$90.85

+2.00 (+2.25%)

Fairly Valued+0.0%Fair Value $90.85Fund rank 25/100 · Data gapFallback financials|
SA 40/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 16%

FCF escenarios

weak_data · normalized FCF $13.4M · quality 37.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

40/100

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

$15.3B

P/E

98.8x

↑

EV/EBITDA

35.1x

↑

ROE

9.1%

↑

Gross Margin

17.3%

↓

Debt/Equity

0.76

↑
52-Week Range$91
$31$106

TradingView lightweight chart

ARFIN.NS price, volumen y niveles de valoración

Último $90.85Periodo +136.6%
Fair value: $90.85

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

+4.4%

FCF CAGR

-29.5%

FCF margin

1.2%

FCF / Net income

0.48x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.18B · net income $154.5M · FCF $73.6M

2023-FY → 2026-FY

Gross margin

17.3%+8.8% pts

Operating margin

6.7%+2.5% pts

Net margin

2.5%+0.6% pts

FCF margin

1.2%-2.7% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$6.18B$6.18B$6.16B$5.32B$5.43B
Net Income$154.5M$154.5M$91.5M$82.2M$103.2M
EBITDA$470.8M$470.8M$382.6M$307.9M$270.6M
EPS0.920.920.540.520.65
Gross Margin17.3%17.3%16.1%9.5%8.5%
Operating Margin6.7%6.7%5.2%4.9%4.2%
Net Margin2.5%2.5%1.5%1.5%1.9%
Balance Sheet
Debt/Equity0.760.760.751.241.27
Current Ratio1.701.70———
Cash Flow
Free Cash Flow$73.6M$73.6M$-271.4M$13.4M$209.7M
Returns
ROE9.1%9.1%5.8%8.5%11.7%
Valuation
P/E98.7598.75———
EV/EBITDA35.1535.15———
P/B8.968.96———
Growth & Yield
Revenue Growth0.4%0.4%15.7%-2.0%—
EPS Growth70.4%70.4%3.8%-20.0%—
Dividend Yield0.3%0.3%———

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

106.2%

muy exigente

EPS terminal req.

$8.06

Spread vs growth

-35.8%

5Y implied EPS CAGR

60.4%

muy exigente

EPS terminal req.

$9.75

Spread vs growth

10.0%

10Y implied EPS CAGR

32.8%

muy exigente

EPS terminal req.

$15.71

Spread vs growth

37.6%

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 +136.8%

Total return

+136.8%

Start / end P/E

71.1x → 98.7x

EPS bridge

0.54 → 0.92

Residual

+27.4%

EPS growth+70.4%
Multiple rerating+38.9%
Dividend+0.3%
Residual / FX / buybacks / cross-term+27.4%

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.