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CLSEL.NS$288.55+1.02%
Fair $288.55+0.0%

CLSEL.NS

Chaman Lal Setia Exports Ltd.

Consumer Defensive / Packaged FoodsNSE

$288.55

+2.85 (+1.02%)

Fairly Valued+0.0%Fair Value $288.55Fund rank 27/100 · Data gapFallback financials|
SA 50/C
F-Score: 6/9

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $411.5M · quality 46.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

50/100

C

Piotroski

6/9

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 · CLSEL.NSLocal privado en este navegador · Chaman Lal Setia Exports Ltd.
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

$14.3B

P/E

12.5x

↓

EV/EBITDA

9.1x

↑

ROE

13.7%

↑

Gross Margin

23.2%

↓

Debt/Equity

0.10

↓
52-Week Range$289
$204$396

TradingView lightweight chart

CLSEL.NS price, volumen y niveles de valoración

Último $282.75Periodo +120.0%
Fair value: $288.55

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

+2.1%

FCF CAGR

—

FCF margin

2.9%

FCF / Net income

0.36x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.40B · net income $1.15B · FCF $411.5M

2023-FY → 2026-FY

Gross margin

23.2%+0.5% pts

Operating margin

10.6%-0.8% pts

Net margin

8.0%-0.7% pts

FCF margin

2.9%+3.0% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$14.40B$14.40B$14.95B$13.32B$13.51B
Net Income$1.15B$1.15B$1.03B$1.16B$1.18B
EBITDA$1.67B$1.67B$1.50B$1.71B$1.69B
EPS23.1023.1020.6822.3622.76
Gross Margin23.2%23.2%21.9%19.1%22.7%
Operating Margin10.6%10.6%9.2%11.6%11.4%
Net Margin8.0%8.0%6.9%8.7%8.7%
Balance Sheet
Debt/Equity0.100.100.170.250.20
Current Ratio6.946.94———
Cash Flow
Free Cash Flow$411.5M$411.5M$553.1M$-519.1M$-18.8M
Returns
ROE13.7%13.7%14.0%16.2%19.3%
Valuation
P/E12.4912.4914.4910.168.02
EV/EBITDA9.059.0510.777.876.28
P/B1.711.712.031.651.55
Growth & Yield
Revenue Growth-3.7%-3.7%12.3%-1.4%—
EPS Growth11.7%11.7%-7.5%-1.8%—
Dividend Yield0.9%0.9%———

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

3.5%

fácil

EPS terminal req.

$25.60

Spread vs growth

8.2%

5Y implied EPS CAGR

6.0%

razonable

EPS terminal req.

$30.98

Spread vs growth

5.7%

10Y implied EPS CAGR

8.0%

razonable

EPS terminal req.

$49.89

Spread vs growth

3.7%

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 -21.3%

Total return

-21.3%

Start / end P/E

17.6x → 12.2x

EPS bridge

20.68 → 23.10

Residual

-3.5%

EPS growth+11.7%
Multiple rerating-30.3%
Dividend+0.9%
Residual / FX / buybacks / cross-term-3.5%

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.