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BBL.BO$2743.45-0.03%
Fair $2743.45+0.0%

BBL.BO

Bharat Bijlee Limited

Industrials / Electrical Equipment & PartsBSE

$2743.45

-0.75 (-0.03%)

Fairly Valued+0.0%Fair Value $2743.45Fund rank 30/100 · Data gapFallback financials|
SA 46/C
F-Score: 2/9

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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $1.4B · quality 51.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

46/100

C

Piotroski

2/9

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 · BBL.BOLocal privado en este navegador · Bharat Bijlee 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

$31.0B

P/E

21.1x

↑

EV/EBITDA

17.1x

↑

ROE

5.9%

↑

Gross Margin

23.9%

↓

Debt/Equity

0.15

↓
52-Week Range$2743
$2009$3403

TradingView lightweight chart

BBL.BO price, volumen y niveles de valoración

Último $2,743Periodo +35299.4%
Fair value: $2,743

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

+17.4%

FCF CAGR

—

FCF margin

-9.1%

FCF / Net income

-1.72x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $22.74B · net income $1.20B · FCF $-2.06B

2023-FY → 2026-FY

Gross margin

23.9%-1.7% pts

Operating margin

6.0%-1.7% pts

Net margin

5.3%-0.6% pts

FCF margin

-9.1%-11.6% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$22.74B$22.74B$19.02B$18.63B$14.05B
Net Income$1.20B$1.20B$1.34B$1.31B$832.2M
EBITDA$1.99B$1.99B$2.11B$2.09B$1.46B
EPS——118.24116.2936.81
Gross Margin23.9%23.9%27.1%25.7%25.6%
Operating Margin6.0%6.0%7.8%8.7%7.7%
Net Margin5.3%5.3%7.0%7.1%5.9%
Balance Sheet
Debt/Equity0.150.150.040.080.21
Current Ratio1.661.66———
Cash Flow
Free Cash Flow$-2.06B$-2.06B$1.40B$2.07B$358.8M
Returns
ROE5.9%5.9%6.9%7.0%6.0%
Valuation
P/E21.1121.1124.0128.1936.17
EV/EBITDA17.0817.0815.5418.4222.53
P/B1.531.531.651.992.19
Growth & Yield
Revenue Growth19.6%19.6%2.1%32.6%—
EPS Growth——1.7%215.9%—
Dividend Yield1.2%1.2%———

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 -7.0%

Total return

-7.0%

Start / end P/E

n/dx → n/dx

EPS bridge

118.24 → n/d

Residual

-8.3%

EPS growthn/d
Multiple reratingn/d
Dividend+1.2%
Residual / FX / buybacks / cross-term-8.3%

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.