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CONCORD.BO$82.53+0.93%
Fair $82.53+0.0%

CONCORD.BO

Concord Drugs Limited

Healthcare / Drug Manufacturers - Specialty & GenericBSE

$82.53

+0.76 (+0.93%)

Fairly Valued+0.0%Fair Value $82.53Fund rank 26/100 · Data gapFallback financials|
SA 36/D
F-Score: 3/9
Low 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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $8.1M · quality 42.7/100

Data gap 26/100
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

36/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is 1.0%, below the 5% threshold
Thesis & Journal · CONCORD.BOLocal privado en este navegador · Concord Drugs 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

$1.1B

P/E

187.6x

↑

EV/EBITDA

24.7x

↑

ROE

1.0%

↑

Gross Margin

22.1%

↓

Debt/Equity

0.56

↑
52-Week Range$83
$29$93

TradingView lightweight chart

CONCORD.BO price, volumen y niveles de valoración

Último $82.39Periodo +127.1%
Fair value: $82.53

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

-8.4%

FCF CAGR

—

FCF margin

3.1%

FCF / Net income

4.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $452.4M · net income $3.4M · FCF $13.9M

2022-FY → 2025-FY

Gross margin

22.1%-6.4% pts

Operating margin

6.1%-9.4% pts

Net margin

0.7%-2.0% pts

FCF margin

3.1%+5.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$452.4M$452.4M$449.2M$520.8M$589.6M
Net Income$3.4M$3.4M$4.7M$9.9M$15.9M
EBITDA$41.1M$41.1M$40.5M$46.0M$56.9M
EPS0.340.340.471.061.82
Gross Margin22.1%22.1%26.0%21.3%28.5%
Operating Margin6.1%6.1%5.6%5.8%15.5%
Net Margin0.7%0.7%1.1%1.9%2.7%
Balance Sheet
Debt/Equity0.560.560.520.540.58
Current Ratio2.532.53———
Cash Flow
Free Cash Flow$13.9M$13.9M$-2.3M$8.1M$-16.8M
Returns
ROE1.0%1.0%1.4%3.1%5.6%
Valuation
P/E187.57187.57———
EV/EBITDA24.7124.71———
P/B2.422.42———
Growth & Yield
Revenue Growth0.7%0.7%-13.7%-11.7%—
EPS Growth-27.7%-27.7%-55.7%-41.8%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

178.2%

muy exigente

EPS terminal req.

$7.32

Spread vs growth

-205.9%

5Y implied EPS CAGR

92.0%

muy exigente

EPS terminal req.

$8.86

Spread vs growth

-119.6%

10Y implied EPS CAGR

45.3%

muy exigente

EPS terminal req.

$14.27

Spread vs growth

-73.0%

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 +157.7%

Total return

+157.7%

Start / end P/E

68.0x → 242.3x

EPS bridge

0.47 → 0.34

Residual

-70.9%

EPS growth-27.7%
Multiple rerating+256.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term-70.9%

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.