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DAVANGERE.BO$3.82-2.66%
Fair $3.82+0.0%

DAVANGERE.BO

Davangere Sugar Company Limited

Consumer Defensive / ConfectionersBSE

$3.82

-0.11 (-2.66%)

Fairly Valued+0.0%Fair Value $3.82Fund rank 21/100 · Data gapFallback financials|
SA 36/D
F-Score: 1/9
Declining RevenueLow 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 16%

FCF escenarios

weak_data · normalized FCF $-332.2M · quality 33.7/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 2/100Data 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

1/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Revenue has declined for 2 consecutive years ROE is 3.1%, below the 5% threshold
Thesis & Journal · DAVANGERE.BOLocal privado en este navegador · Davangere Sugar Company 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

$5.5B

P/E

76.4x

↑

EV/EBITDA

13.9x

↑

ROE

3.1%

↓

Gross Margin

41.8%

↑

Debt/Equity

1.02

↑
52-Week Range$4
$3$5

TradingView lightweight chart

DAVANGERE.BO price, volumen y niveles de valoración

Último $4.030Periodo +207.4%
Fair value: $3.820

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

+22.9%

FCF CAGR

—

FCF margin

-16.3%

FCF / Net income

-3.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.04B · net income $109.4M · FCF $-332.2M

2022-FY → 2025-FY

Gross margin

41.8%+4.6% pts

Operating margin

19.8%-3.4% pts

Net margin

5.3%+0.2% pts

FCF margin

-16.3%+121.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.04B$2.04B$2.11B$2.74B$1.10B
Net Income$109.4M$109.4M$122.4M$132.2M$56.8M
EBITDA$522.8M$522.8M$503.0M$552.8M$336.0M
EPS0.110.110.130.140.09
Gross Margin41.8%41.8%42.9%37.1%37.2%
Operating Margin19.8%19.8%18.5%16.1%23.2%
Net Margin5.3%5.3%5.8%4.8%5.2%
Balance Sheet
Debt/Equity1.021.020.910.831.26
Cash Flow
Free Cash Flow$-332.2M$-332.2M$-463.1M$605.6M$-1.52B
Returns
ROE3.1%3.1%3.6%4.2%2.3%
Valuation
P/E76.4076.4071.2839.5716.40
EV/EBITDA13.8513.8523.4614.0911.84
P/B1.061.062.571.680.38
Growth & Yield
Revenue Growth-3.0%-3.0%-23.2%149.4%—
EPS Growth-10.6%-10.6%-12.1%62.6%—

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

44.4%

muy exigente

EPS terminal req.

$0.34

Spread vs growth

-55.0%

5Y implied EPS CAGR

29.5%

muy exigente

EPS terminal req.

$0.41

Spread vs growth

-40.1%

10Y implied EPS CAGR

19.4%

exigente

EPS terminal req.

$0.66

Spread vs growth

-30.0%

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 +2.5%

Total return

+2.5%

Start / end P/E

31.2x → 35.8x

EPS bridge

0.13 → 0.11

Residual

-1.6%

EPS growth-10.6%
Multiple rerating+14.7%
Dividend+0.0%
Residual / FX / buybacks / cross-term-1.6%

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.