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BAJAJHCARE.BO$294.55-1.53%
Fair $294.55+0.0%

BAJAJHCARE.BO

Bajaj HealthCare Limited

Healthcare / Drug Manufacturers - Specialty & GenericBSE

$294.55

-4.70 (-1.53%)

Fairly Valued+0.0%Fair Value $294.55Fund rank 24/100 · Data gapFallback financials|
SA 33/D
F-Score: 6/9
Low Profitability

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 17%

FCF escenarios

weak_data · normalized FCF $147.3M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

33/100

D

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: 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. ROE is 3.0%, below the 5% threshold
Thesis & Journal · BAJAJHCARE.BOLocal privado en este navegador · Bajaj HealthCare 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

$9.9B

P/E

43.8x

↑

EV/EBITDA

14.5x

↑

ROE

3.0%

↑

Gross Margin

48.2%

↓

Debt/Equity

0.47

↑
52-Week Range$295
$272$609

TradingView lightweight chart

BAJAJHCARE.BO price, volumen y niveles de valoración

Último $301.55Periodo +603.3%
Fair value: $294.55

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

-1.8%

FCF CAGR

—

FCF margin

2.4%

FCF / Net income

0.93x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.11B · net income $157.7M · FCF $147.3M

2023-FY → 2026-FY

Gross margin

48.2%+8.1% pts

Operating margin

12.6%-2.0% pts

Net margin

2.6%-4.1% pts

FCF margin

2.4%+20.3% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$6.11B$6.11B$5.43B$4.73B$6.46B
Net Income$157.7M$157.7M$395.0M$-837.9M$430.2M
EBITDA$787.1M$787.1M$1.02B$438.3M$1.22B
EPS4.984.9813.12-30.3615.59
Gross Margin48.2%48.2%47.2%45.2%40.1%
Operating Margin12.6%12.6%10.0%10.3%14.6%
Net Margin2.6%2.6%7.3%-17.7%6.7%
Balance Sheet
Debt/Equity0.470.470.481.201.13
Current Ratio1.921.92———
Cash Flow
Free Cash Flow$147.3M$147.3M$100.8M$620.1M$-1.16B
Returns
ROE3.0%3.0%8.5%-30.1%11.7%
Valuation
P/E43.8343.8345.23—19.70
EV/EBITDA14.5414.5419.7128.0010.21
P/B1.751.753.833.222.31
Growth & Yield
Revenue Growth12.6%12.6%14.7%-26.8%—
EPS Growth-62.0%-62.0%143.2%-294.7%—
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

73.8%

muy exigente

EPS terminal req.

$26.14

Spread vs growth

-135.8%

5Y implied EPS CAGR

44.7%

muy exigente

EPS terminal req.

$31.63

Spread vs growth

-106.8%

10Y implied EPS CAGR

26.2%

muy exigente

EPS terminal req.

$50.93

Spread vs growth

-88.2%

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 -47.6%

Total return

-47.6%

Start / end P/E

44.2x → 60.6x

EPS bridge

13.12 → 4.98

Residual

-23.0%

EPS growth-62.0%
Multiple rerating+37.2%
Dividend+0.3%
Residual / FX / buybacks / cross-term-23.0%

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.