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BHARATGEAR.NS$113.00+1.82%
Fair $113.00+0.0%

BHARATGEAR.NS

Bharat Gears Limited

Consumer Cyclical / Auto PartsNSE

$113.00

+2.02 (+1.82%)

Fairly Valued+0.0%Fair Value $113.00Fund rank 34/100 · Data gapFallback financials|
SA 49/C
F-Score: 8/9
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $321.0M · quality 67.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 70/100Data 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

49/100

C

Piotroski

8/9

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 2.8%, below the 5% threshold
Thesis & Journal · BHARATGEAR.NSLocal privado en este navegador · Bharat Gears 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

$1.7B

P/E

13.2x

↓

EV/EBITDA

6.0x

↓

ROE

2.8%

↓

Gross Margin

38.8%

↑

Debt/Equity

0.71

↑
52-Week Range$113
$84$154

TradingView lightweight chart

BHARATGEAR.NS price, volumen y niveles de valoración

Último $113.00Periodo +1399.0%
Fair value: $113.00

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

-3.8%

FCF CAGR

+11.1%

FCF margin

5.5%

FCF / Net income

10.99x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.33B · net income $31.9M · FCF $350.3M

2022-FY → 2025-FY

Gross margin

38.8%-1.2% pts

Operating margin

0.3%-6.1% pts

Net margin

0.5%-3.1% pts

FCF margin

5.5%+1.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.33B$6.33B$6.45B$7.47B$7.12B
Net Income$31.9M$31.9M$-97.4M$134.8M$258.4M
EBITDA$420.9M$420.9M$242.1M$519.5M$701.0M
EPS2.082.08-6.348.7817.62
Gross Margin38.8%38.8%36.6%37.3%39.9%
Operating Margin0.3%0.3%0.2%3.5%6.4%
Net Margin0.5%0.5%-1.5%1.8%3.6%
Balance Sheet
Debt/Equity0.710.711.030.960.99
Cash Flow
Free Cash Flow$350.3M$350.3M$321.0M$159.6M$255.2M
Returns
ROE2.8%2.8%-8.8%11.2%23.9%
Valuation
P/E13.1913.19—13.235.86
EV/EBITDA6.016.0111.935.663.64
P/B1.541.541.601.481.40
Growth & Yield
Revenue Growth-1.8%-1.8%-13.7%5.0%—
EPS Growth132.8%132.8%-172.2%-50.2%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

68.9%

muy exigente

EPS terminal req.

$10.03

Spread vs growth

63.9%

5Y implied EPS CAGR

42.3%

muy exigente

EPS terminal req.

$12.13

Spread vs growth

90.5%

10Y implied EPS CAGR

25.1%

muy exigente

EPS terminal req.

$19.54

Spread vs growth

107.7%

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 +27.4%

Total return

+27.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-6.34 → 2.08

Residual

+27.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+27.4%

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.