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DALMIASUG.NS$336.10-1.09%
Fair $336.10+0.0%

DALMIASUG.NS

Dalmia Bharat Sugar and Industries Limited

Consumer Defensive / ConfectionersNSE

$336.10

-3.70 (-1.09%)

Fairly Valued+0.0%Fair Value $336.10Fund rank 27/100 · Data gapFallback financials|
SA 44/C
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $950.5M · quality 46.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

44/100

C

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 · DALMIASUG.NSLocal privado en este navegador · Dalmia Bharat Sugar and Industries 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

$27.2B

P/E

11.5x

↓

EV/EBITDA

8.1x

↓

ROE

7.3%

↑

Gross Margin

26.9%

↓

Debt/Equity

0.56

↑
52-Week Range$336
$261$456

TradingView lightweight chart

DALMIASUG.NS price, volumen y niveles de valoración

Último $336.10Periodo +871.4%
Fair value: $336.10

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

+3.7%

FCF CAGR

-36.1%

FCF margin

2.6%

FCF / Net income

0.40x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $36.18B · net income $2.37B · FCF $950.5M

2023-FY → 2026-FY

Gross margin

26.9%-1.6% pts

Operating margin

8.0%-3.5% pts

Net margin

6.5%-1.2% pts

FCF margin

2.6%-8.6% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$36.18B$36.18B$37.25B$28.99B$32.45B
Net Income$2.37B$2.37B$3.65B$2.72B$2.50B
EBITDA$5.19B$5.19B$5.39B$5.39B$5.10B
EPS29.1229.1245.1533.6630.90
Gross Margin26.9%26.9%27.1%32.2%28.4%
Operating Margin8.0%8.0%9.3%11.6%11.4%
Net Margin6.5%6.5%9.8%9.4%7.7%
Balance Sheet
Debt/Equity0.560.560.320.490.17
Current Ratio1.581.58———
Cash Flow
Free Cash Flow$950.5M$950.5M$2.67B$-6.24B$3.65B
Returns
ROE7.3%7.3%11.3%9.3%9.2%
Valuation
P/E11.5411.548.3611.2111.56
EV/EBITDA8.108.106.997.446.42
P/B0.840.840.941.041.07
Growth & Yield
Revenue Growth-2.9%-2.9%28.5%-10.7%—
EPS Growth-35.5%-35.5%34.1%8.9%—
Dividend Yield1.8%1.8%———

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

0.8%

fácil

EPS terminal req.

$29.82

Spread vs growth

-36.3%

5Y implied EPS CAGR

4.4%

fácil

EPS terminal req.

$36.09

Spread vs growth

-39.9%

10Y implied EPS CAGR

7.2%

razonable

EPS terminal req.

$58.12

Spread vs growth

-42.7%

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 -21.2%

Total return

-21.2%

Start / end P/E

9.7x → 11.5x

EPS bridge

45.15 → 29.12

Residual

-6.9%

EPS growth-35.5%
Multiple rerating+19.4%
Dividend+1.8%
Residual / FX / buybacks / cross-term-6.9%

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.