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ARVINDFASN.NS$476.05+2.26%
Fair $476.05+0.0%

ARVINDFASN.NS

Arvind Fashions Limited

Consumer Cyclical / Apparel ManufacturingNSE

$476.05

+10.50 (+2.26%)

Fairly Valued+0.0%Fair Value $476.05Fund rank 34/100 · Data gapFallback financials|
SA 42/C
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 $3.5B · quality 65.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 85/100Data 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

42/100

C

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 · ARVINDFASN.NSLocal privado en este navegador · Arvind Fashions 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

$63.6B

P/E

51.4x

↑

EV/EBITDA

10.6x

↑

ROE

13.0%

↑

Gross Margin

54.4%

↑

Debt/Equity

1.42

↑
52-Week Range$476
$366$579

TradingView lightweight chart

ARVINDFASN.NS price, volumen y niveles de valoración

Último $476.05Periodo +3.3%
Fair value: $476.05

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

+9.0%

FCF CAGR

+1.9%

FCF margin

5.6%

FCF / Net income

2.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $52.66B · net income $1.23B · FCF $2.95B

2023-FY → 2026-FY

Gross margin

54.4%+9.7% pts

Operating margin

7.9%+1.7% pts

Net margin

2.3%+1.4% pts

FCF margin

5.6%-1.3% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$52.66B$52.66B$46.20B$42.52B$40.64B
Net Income$1.23B$1.23B$-355.7M$806.4M$367.1M
EBITDA$7.22B$7.22B$6.37B$5.33B$4.89B
EPS9.169.16-2.676.052.76
Gross Margin54.4%54.4%53.5%47.9%44.7%
Operating Margin7.9%7.9%7.5%6.9%6.2%
Net Margin2.3%2.3%-0.8%1.9%0.9%
Balance Sheet
Debt/Equity1.421.421.211.141.39
Current Ratio1.261.26———
Cash Flow
Free Cash Flow$2.95B$2.95B$4.34B$3.52B$2.79B
Returns
ROE13.0%13.0%-3.7%8.0%4.0%
Valuation
P/E51.4151.41—72.40103.91
EV/EBITDA10.6010.609.8512.8110.03
P/B6.756.755.505.824.19
Growth & Yield
Revenue Growth14.0%14.0%8.7%4.6%—
EPS Growth443.1%443.1%-144.1%119.2%—
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

66.4%

muy exigente

EPS terminal req.

$42.24

Spread vs growth

376.6%

5Y implied EPS CAGR

41.0%

muy exigente

EPS terminal req.

$51.11

Spread vs growth

402.0%

10Y implied EPS CAGR

24.6%

exigente

EPS terminal req.

$82.32

Spread vs growth

418.5%

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 +6.7%

Total return

+6.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-2.67 → 9.16

Residual

+6.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.3%
Residual / FX / buybacks / cross-term+6.4%

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.