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BEDMUTHA.BO$115.65+0.96%
Fair $115.65+0.0%

BEDMUTHA.BO

Bedmutha Industries Limited

Basic Materials / SteelBSE

$115.65

+1.10 (+0.96%)

Fairly Valued+0.0%Fair Value $115.65Fund rank 37/100 · Data gapFallback financials|
SA 61/B
F-Score: 7/9

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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $534.9M · quality 76.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 83/100Data 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

61/100

B

Piotroski

7/9

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 · BEDMUTHA.BOLocal privado en este navegador · Bedmutha 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

$3.7B

P/E

15.0x

↓

EV/EBITDA

6.1x

↓

ROE

17.1%

↑

Gross Margin

6.1%

↓

Debt/Equity

0.66

↑
52-Week Range$116
$96$186

TradingView lightweight chart

BEDMUTHA.BO price, volumen y niveles de valoración

Último $115.65Periodo -36.0%
Fair value: $115.65

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

+16.8%

FCF CAGR

-3.2%

FCF margin

5.1%

FCF / Net income

2.16x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.41B · net income $248.2M · FCF $534.9M

2022-FY → 2025-FY

Gross margin

6.1%+1.0% pts

Operating margin

1.4%+3.9% pts

Net margin

2.4%+0.9% pts

FCF margin

5.1%-3.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$10.41B$10.41B$8.05B$6.79B$6.53B
Net Income$248.2M$248.2M$209.4M$130.1M$93.8M
EBITDA$761.0M$761.0M$787.5M$752.2M$723.9M
EPS7.697.696.494.032.91
Gross Margin6.1%6.1%6.4%5.8%5.1%
Operating Margin1.4%1.4%-0.1%-2.2%-2.6%
Net Margin2.4%2.4%2.6%1.9%1.4%
Balance Sheet
Debt/Equity0.660.661.041.552.18
Current Ratio1.451.45———
Cash Flow
Free Cash Flow$534.9M$534.9M$454.2M$634.0M$590.6M
Returns
ROE17.1%17.1%17.4%13.1%10.8%
Valuation
P/E15.0415.0431.9814.2326.20
EV/EBITDA6.146.1410.084.465.98
P/B2.572.575.561.862.84
Growth & Yield
Revenue Growth29.3%29.3%18.6%4.0%—
EPS Growth18.5%18.5%61.0%38.5%—

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

10.1%

razonable

EPS terminal req.

$10.26

Spread vs growth

8.4%

5Y implied EPS CAGR

10.1%

razonable

EPS terminal req.

$12.42

Spread vs growth

8.4%

10Y implied EPS CAGR

10.0%

razonable

EPS terminal req.

$20.00

Spread vs growth

8.5%

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 -27.5%

Total return

-27.5%

Start / end P/E

24.6x → 15.0x

EPS bridge

6.49 → 7.69

Residual

-7.2%

EPS growth+18.5%
Multiple rerating-38.8%
Dividend+0.0%
Residual / FX / buybacks / cross-term-7.2%

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.