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BAJAJHIND.NS$18.72-1.68%
Fair $18.72+0.0%

BAJAJHIND.NS

Bajaj Hindusthan Sugar Limited

Consumer Defensive / ConfectionersNSE

$18.72

-0.32 (-1.68%)

Fairly Valued+0.0%Fair Value $18.72Fund rank 28/100 · Data gapFallback financials|
SA 17/F
F-Score: 6/9
Declining RevenueLow 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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $6.4B · quality 57.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 53/100Data 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

17/100

F

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: 2unknown: 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. Revenue has declined for 2 consecutive years ROE is -0.6%, below the 5% threshold
Thesis & Journal · BAJAJHIND.NSLocal privado en este navegador · Bajaj Hindusthan Sugar 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

$44.1B

P/E

N/A

•

EV/EBITDA

18.9x

↑

ROE

-0.6%

↓

Gross Margin

17.7%

↓

Debt/Equity

0.84

↑
52-Week Range$19
$15$30

TradingView lightweight chart

BAJAJHIND.NS price, volumen y niveles de valoración

Último $18.72Periodo +231.3%
Fair value: $18.72

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+0.1%

FCF CAGR

-24.8%

FCF margin

4.7%

FCF / Net income

-11.02x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $55.15B · net income $-235.7M · FCF $2.60B

2022-FY → 2025-FY

Gross margin

17.7%+1.1% pts

Operating margin

1.4%+2.2% pts

Net margin

-0.4%+4.4% pts

FCF margin

4.7%-6.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$55.15B$55.15B$60.43B$61.75B$55.00B
Net Income$-235.7M$-235.7M$-864.1M$-1.35B$-2.68B
EBITDA$3.08B$3.08B$2.89B$2.85B$1.97B
EPS-0.19-0.19-0.69-1.08-2.23
Gross Margin17.7%17.7%16.7%13.2%16.6%
Operating Margin1.4%1.4%1.8%0.8%-0.8%
Net Margin-0.4%-0.4%-1.4%-2.2%-4.9%
Balance Sheet
Debt/Equity0.840.840.860.972.13
Current Ratio0.560.56———
Cash Flow
Free Cash Flow$2.60B$2.60B$6.38B$7.86B$6.11B
Returns
ROE-0.6%-0.6%-1.9%-3.0%-11.8%
Valuation
EV/EBITDA18.9118.9127.4520.8234.77
P/B0.550.550.930.380.93
Growth & Yield
Revenue Growth-8.8%-8.8%-2.1%12.3%—
EPS Growth72.5%72.5%36.1%51.6%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -24.2%

Total return

-24.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.69 → -0.19

Residual

-24.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-24.2%

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.