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CELLO.NS$385.10-6.49%
Fair $385.10+0.0%

CELLO.NS

Cello World Limited

Consumer Cyclical / Furnishings, Fixtures & AppliancesNSE

$385.10

-25.55 (-6.49%)

Fairly Valued+0.0%Fair Value $385.10Fund rank 28/100 · Data gapFallback financials|
SA 39/D
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 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $357.3M · quality 46.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

39/100

D

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 · CELLO.NSLocal privado en este navegador · Cello World 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

$85.1B

P/E

26.2x

↑

EV/EBITDA

16.6x

↑

ROE

12.3%

↑

Gross Margin

49.8%

↑

Debt/Equity

0.01

↓
52-Week Range$385
$365$674

TradingView lightweight chart

CELLO.NS price, volumen y niveles de valoración

Último $368.25Periodo -53.5%
Fair value: $385.10

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

+9.2%

FCF CAGR

-31.9%

FCF margin

1.5%

FCF / Net income

0.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $23.24B · net income $3.32B · FCF $357.3M

2023-FY → 2026-FY

Gross margin

49.8%+2.8% pts

Operating margin

16.9%-4.7% pts

Net margin

14.3%-0.6% pts

FCF margin

1.5%-4.8% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$23.24B$23.24B$21.36B$20.00B$17.86B
Net Income$3.32B$3.32B$3.65B$3.31B$2.66B
EBITDA$5.19B$5.19B$5.55B$5.34B$4.37B
EPS14.7014.7016.1615.6012.54
Gross Margin49.8%49.8%51.7%52.6%47.0%
Operating Margin16.9%16.9%21.0%22.6%21.6%
Net Margin14.3%14.3%17.1%16.6%14.9%
Balance Sheet
Debt/Equity0.010.010.000.321.00
Current Ratio8.108.10———
Cash Flow
Free Cash Flow$357.3M$357.3M$945.5M$-328.3M$1.13B
Returns
ROE12.3%12.3%16.8%28.8%79.1%
Valuation
P/E26.2226.2232.9552.69—
EV/EBITDA16.5616.5621.5733.28—
P/B3.223.225.5415.18—
Growth & Yield
Revenue Growth8.8%8.8%6.8%12.0%—
EPS Growth-9.0%-9.0%3.6%24.4%—
Dividend Yield0.4%0.4%———

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

32.5%

muy exigente

EPS terminal req.

$34.17

Spread vs growth

-41.5%

5Y implied EPS CAGR

23.0%

exigente

EPS terminal req.

$41.35

Spread vs growth

-32.0%

10Y implied EPS CAGR

16.3%

exigente

EPS terminal req.

$66.59

Spread vs growth

-25.3%

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 -39.6%

Total return

-39.6%

Start / end P/E

38.0x → 25.1x

EPS bridge

16.16 → 14.70

Residual

+3.1%

EPS growth-9.0%
Multiple rerating-34.0%
Dividend+0.4%
Residual / FX / buybacks / cross-term+3.1%

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.