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BLIL.BO$72.22+0.29%
Fair $72.22+0.0%

BLIL.BO

Balmer Lawrie Investments Limited

Industrials / ConglomeratesBSE

$72.22

+0.21 (+0.29%)

Fairly Valued+0.0%Fair Value $72.22Fund rank 37/100 · Data gapFallback financials|
SA 51/C
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.3B · quality 79.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 76/100Data 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

51/100

C

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 holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · BLIL.BOLocal privado en este navegador · Balmer Lawrie Investments 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

$16.0B

P/E

9.0x

↓

EV/EBITDA

5.1x

↓

ROE

12.4%

↑

Gross Margin

33.7%

↑

Debt/Equity

0.15

↓
52-Week Range$72
$65$96

TradingView lightweight chart

BLIL.BO price, volumen y niveles de valoración

Último $72.22Periodo +196.6%
Fair value: $72.22

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

+7.2%

FCF CAGR

+14.4%

FCF margin

8.4%

FCF / Net income

1.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $27.28B · net income $1.78B · FCF $2.30B

2023-FY → 2026-FY

Gross margin

33.7%+21.4% pts

Operating margin

10.1%+2.9% pts

Net margin

6.5%+1.5% pts

FCF margin

8.4%+1.5% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$27.28B$27.28B$25.26B$22.02B$22.17B
Net Income$1.78B$1.78B$1.72B$1.55B$1.11B
EBITDA$3.51B$3.51B$3.09B$3.32B$2.17B
EPS——7.736.965.00
Gross Margin33.7%33.7%33.2%27.3%12.2%
Operating Margin10.1%10.1%9.8%12.4%7.2%
Net Margin6.5%6.5%6.8%7.0%5.0%
Balance Sheet
Debt/Equity0.150.150.080.090.11
Cash Flow
Free Cash Flow$2.30B$2.30B$959.9M$2.28B$1.54B
Returns
ROE12.4%12.4%12.5%12.7%9.7%
Valuation
P/E8.988.989.0496.5274.26
EV/EBITDA5.095.095.2345.1338.33
P/B1.111.111.1312.227.23
Growth & Yield
Revenue Growth8.0%8.0%14.7%-0.7%—
EPS Growth——11.1%39.3%—
Dividend Yield8.8%8.8%———

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 -4.1%

Total return

-4.1%

Start / end P/E

n/dx → n/dx

EPS bridge

7.73 → n/d

Residual

-12.9%

EPS growthn/d
Multiple reratingn/d
Dividend+8.8%
Residual / FX / buybacks / cross-term-12.9%

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.