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DCMSHRIRAM.NS$1030.70-0.90%
Fair $1030.70+0.0%

DCMSHRIRAM.NS

DCM Shriram Limited

Industrials / ConglomeratesNSE

$1030.70

-9.40 (-0.90%)

Fairly Valued+0.0%Fair Value $1030.70Fund rank 25/100 · Data gapFallback financials|
SA 41/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 17%

FCF escenarios

weak_data · normalized FCF $2.7B · quality 40.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

41/100

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · DCMSHRIRAM.NSLocal privado en este navegador · DCM Shriram 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

$159.6B

P/E

18.8x

↑

EV/EBITDA

11.1x

↑

ROE

11.1%

↑

Gross Margin

34.1%

↑

Debt/Equity

0.38

↑
52-Week Range$1031
$945$1502

TradingView lightweight chart

DCMSHRIRAM.NS price, volumen y niveles de valoración

Último $1,033Periodo +16164.6%
Fair value: $1,031

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

+5.5%

FCF CAGR

—

FCF margin

2.6%

FCF / Net income

0.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $134.61B · net income $8.53B · FCF $3.46B

2023-FY → 2026-FY

Gross margin

34.1%+5.4% pts

Operating margin

7.4%-4.9% pts

Net margin

6.3%-1.6% pts

FCF margin

2.6%+7.0% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$134.61B$134.61B$119.95B$108.65B$114.79B
Net Income$8.53B$8.53B$6.04B$4.47B$9.11B
EBITDA$16.70B$16.70B$14.72B$10.76B$17.19B
EPS——38.7528.6758.41
Gross Margin34.1%34.1%33.3%26.7%28.8%
Operating Margin7.4%7.4%7.7%6.5%12.3%
Net Margin6.3%6.3%5.0%4.1%7.9%
Balance Sheet
Debt/Equity0.380.380.360.330.28
Current Ratio1.501.50———
Cash Flow
Free Cash Flow$3.46B$3.46B$2.68B$-5.25B$-5.07B
Returns
ROE11.1%11.1%8.6%6.9%14.7%
Valuation
P/E18.8318.8327.0532.8213.84
EV/EBITDA11.1211.1212.4015.328.06
P/B2.072.072.332.252.04
Growth & Yield
Revenue Growth12.2%12.2%10.4%-5.4%—
EPS Growth——35.2%-50.9%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -0.8%

Total return

-0.8%

Start / end P/E

n/dx → n/dx

EPS bridge

38.75 → n/d

Residual

-0.8%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-0.8%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.