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ARVIND.NS$500.65+4.49%
Fair $500.65+0.0%

ARVIND.NS

Arvind Limited

Consumer Cyclical / Textile ManufacturingNSE

$500.65

+21.50 (+4.49%)

Fairly Valued+0.0%Fair Value $500.65Fund rank 36/100 · Data gapFallback financials|
SA 64/B
F-Score: 7/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.4B · quality 74.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 74/100Data 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

64/100

B

Piotroski

7/9

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 · ARVIND.NSLocal privado en este navegador · Arvind 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

$131.2B

P/E

31.7x

↑

EV/EBITDA

14.0x

↑

ROE

10.2%

↑

Gross Margin

51.7%

↑

Debt/Equity

0.41

↓
52-Week Range$501
$275$503

TradingView lightweight chart

ARVIND.NS price, volumen y niveles de valoración

Último $500.65Periodo +5794.0%
Fair value: $500.65

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

+4.7%

FCF CAGR

-9.3%

FCF margin

3.7%

FCF / Net income

0.83x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $93.03B · net income $4.14B · FCF $3.44B

2023-FY → 2026-FY

Gross margin

51.7%+13.9% pts

Operating margin

7.7%+0.1% pts

Net margin

4.4%-0.5% pts

FCF margin

3.7%-2.0% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$93.03B$93.03B$83.29B$74.72B$81.15B
Net Income$4.14B$4.14B$3.53B$3.37B$4.05B
EBITDA$10.50B$10.50B$9.17B$8.88B$8.97B
EPS15.7915.7913.4912.8615.49
Gross Margin51.7%51.7%52.4%43.1%37.8%
Operating Margin7.7%7.7%7.1%8.3%7.6%
Net Margin4.4%4.4%4.2%4.5%5.0%
Balance Sheet
Debt/Equity0.410.410.410.410.45
Current Ratio1.141.14———
Cash Flow
Free Cash Flow$3.44B$3.44B$2.28B$4.18B$4.62B
Returns
ROE10.2%10.2%9.3%9.5%12.1%
Valuation
P/E31.6731.6724.4823.405.80
EV/EBITDA13.9913.9911.0810.434.24
P/B3.253.252.292.220.70
Growth & Yield
Revenue Growth11.7%11.7%11.5%-7.9%—
EPS Growth17.0%17.0%4.9%-17.0%—
Dividend Yield0.8%0.8%———

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

41.2%

muy exigente

EPS terminal req.

$44.42

Spread vs growth

-24.1%

5Y implied EPS CAGR

27.8%

muy exigente

EPS terminal req.

$53.75

Spread vs growth

-10.7%

10Y implied EPS CAGR

18.5%

exigente

EPS terminal req.

$86.57

Spread vs growth

-1.5%

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 +39.2%

Total return

+39.2%

Start / end P/E

26.8x → 31.7x

EPS bridge

13.49 → 15.79

Residual

+3.1%

EPS growth+17.0%
Multiple rerating+18.2%
Dividend+0.8%
Residual / FX / buybacks / cross-term+3.1%

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.