StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
BAJAJST.BO$375.70-1.25%
Fair $375.70+0.0%

BAJAJST.BO

Bajaj Steel Industries Limited

Industrials / Specialty Industrial MachineryBSE

$375.70

-4.75 (-1.25%)

Fairly Valued+0.0%Fair Value $375.70Fund rank 26/100 · Data gapFallback financials|
SA 32/D
F-Score: 4/9

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-48.4M · quality 44.0/100

Data gap 26/100
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

32/100

D

Piotroski

4/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · BAJAJST.BOLocal privado en este navegador · Bajaj Steel Industries 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

$7.8B

P/E

20.8x

↑

EV/EBITDA

10.8x

↑

ROE

8.7%

↑

Gross Margin

50.9%

↑

Debt/Equity

0.15

↓
52-Week Range$376
$302$795

TradingView lightweight chart

BAJAJST.BO price, volumen y niveles de valoración

Último $375.70Periodo +26264.9%
Fair value: $375.70

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

-0.8%

FCF CAGR

—

FCF margin

3.0%

FCF / Net income

0.42x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.24B · net income $369.1M · FCF $156.2M

2023-FY → 2026-FY

Gross margin

50.9%+10.0% pts

Operating margin

8.1%-7.3% pts

Net margin

7.0%-5.5% pts

FCF margin

3.0%+6.8% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$5.24B$5.24B$5.85B$5.51B$5.38B
Net Income$369.1M$369.1M$843.3M$590.2M$675.0M
EBITDA$726.2M$726.2M$1.31B$950.6M$1.09B
EPS——40.277.1132.36
Gross Margin50.9%50.9%51.6%39.2%40.8%
Operating Margin8.1%8.1%13.2%12.5%15.5%
Net Margin7.0%7.0%14.4%10.7%12.6%
Balance Sheet
Debt/Equity0.150.150.170.190.16
Current Ratio1.691.69———
Cash Flow
Free Cash Flow$156.2M$156.2M$-48.4M$-172.1M$-206.6M
Returns
ROE8.7%8.7%21.8%17.8%24.7%
Valuation
P/E20.8420.8417.68178.9933.49
EV/EBITDA10.8410.8411.5528.0920.74
P/B1.841.843.857.978.24
Growth & Yield
Revenue Growth-10.4%-10.4%6.1%2.5%—
EPS Growth——466.4%-78.0%—
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%
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 -45.9%

Total return

-45.9%

Start / end P/E

n/dx → n/dx

EPS bridge

40.27 → n/d

Residual

-46.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.3%
Residual / FX / buybacks / cross-term-46.2%

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.