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v0.1
ATL.NS$24.13+0.42%
Fair $24.13+0.0%

ATL.NS

Allcargo Terminals Limited

Industrials / Integrated Freight & LogisticsNSE

$24.13

+0.10 (+0.42%)

Fairly Valued+0.0%Fair Value $24.13Fund rank 32/100 · Data gapFallback financials|
SA 44/C
F-Score: 5/9
High Debt

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.0B · quality 58.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 86/100Data 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

44/100

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: 1unknown: 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. Debt-to-Equity ratio is 2.18, above the 2.0 threshold
Thesis & Journal · ATL.NSLocal privado en este navegador · Allcargo Terminals 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

$7.0B

P/E

15.5x

↓

EV/EBITDA

8.0x

↓

ROE

12.5%

↑

Gross Margin

82.8%

↑

Debt/Equity

2.18

↑
52-Week Range$24
$18$41

TradingView lightweight chart

ATL.NS price, volumen y niveles de valoración

Último $24.13Periodo -47.0%
Fair value: $24.13

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

+5.3%

FCF CAGR

+8.5%

FCF margin

17.7%

FCF / Net income

3.28x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.21B · net income $442.1M · FCF $1.45B

2023-FY → 2026-FY

Gross margin

82.8%+62.5% pts

Operating margin

11.4%-1.7% pts

Net margin

5.4%-2.8% pts

FCF margin

17.7%+1.5% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$8.21B$8.21B$7.58B$7.31B$7.04B
Net Income$442.1M$442.1M$304.9M$444.0M$575.6M
EBITDA$1.80B$1.80B$1.44B$1.34B$1.59B
EPS1.561.561.161.702.20
Gross Margin82.8%82.8%83.7%15.7%20.4%
Operating Margin11.4%11.4%9.6%8.8%13.2%
Net Margin5.4%5.4%4.0%6.1%8.2%
Balance Sheet
Debt/Equity2.182.182.041.762.01
Current Ratio1.011.01———
Cash Flow
Free Cash Flow$1.45B$1.45B$1.01B$743.2M$1.14B
Returns
ROE12.5%12.5%11.4%18.7%28.0%
Valuation
P/E15.4715.4720.5137.54—
EV/EBITDA8.018.018.0215.43—
P/B1.941.942.337.02—
Growth & Yield
Revenue Growth8.3%8.3%3.7%3.8%—
EPS Growth34.5%34.5%-31.6%-22.7%—

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

11.1%

razonable

EPS terminal req.

$2.14

Spread vs growth

23.4%

5Y implied EPS CAGR

10.7%

razonable

EPS terminal req.

$2.59

Spread vs growth

23.8%

10Y implied EPS CAGR

10.3%

razonable

EPS terminal req.

$4.17

Spread vs growth

24.1%

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 -15.0%

Total return

-15.0%

Start / end P/E

24.5x → 15.5x

EPS bridge

1.16 → 1.56

Residual

-12.7%

EPS growth+34.5%
Multiple rerating-36.8%
Dividend+0.0%
Residual / FX / buybacks / cross-term-12.7%

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.