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v0.1
DCMSRIND.NS$36.79-3.31%
Fair $36.79+0.0%

DCMSRIND.NS

DCM Shriram Industries Limited

Consumer Defensive / ConfectionersNSE

$36.79

-1.26 (-3.31%)

Fairly Valued+0.0%Fair Value $36.79Fund rank 34/100 · 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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $460.2M · quality 69.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 69/100Data 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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · DCMSRIND.NSLocal privado en este navegador · DCM Shriram 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

$3.2B

P/E

7.7x

↓

EV/EBITDA

6.8x

↓

ROE

11.4%

↑

Gross Margin

25.6%

↓

Debt/Equity

1.17

↑
52-Week Range$37
$32$187

TradingView lightweight chart

DCMSRIND.NS price, volumen y niveles de valoración

Último $36.79Periodo -58.8%
Fair value: $36.79

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

-20.9%

FCF CAGR

-18.1%

FCF margin

5.5%

FCF / Net income

1.53x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $11.53B · net income $416.1M · FCF $637.4M

2023-FY → 2026-FY

Gross margin

25.6%-1.4% pts

Operating margin

7.1%+2.3% pts

Net margin

3.6%+1.0% pts

FCF margin

5.5%+0.5% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$11.53B$11.53B$10.70B$20.56B$23.27B
Net Income$416.1M$416.1M$301.8M$1.15B$601.6M
EBITDA$1.05B$1.05B$906.1M$2.46B$1.60B
EPS4.784.783.4713.276.92
Gross Margin25.6%25.6%26.6%35.1%27.0%
Operating Margin7.1%7.1%5.8%9.2%4.9%
Net Margin3.6%3.6%2.8%5.6%2.6%
Balance Sheet
Debt/Equity1.171.170.580.650.71
Cash Flow
Free Cash Flow$637.4M$637.4M$460.2M$409.1M$1.16B
Returns
ROE11.4%11.4%3.4%14.2%8.4%
Valuation
P/E7.707.7050.9715.299.60
EV/EBITDA6.826.8222.399.256.74
P/B0.880.881.712.160.81
Growth & Yield
Revenue Growth7.8%7.8%-48.0%-11.6%—
EPS Growth37.8%37.8%-73.9%91.8%—
Dividend Yield10.9%10.9%———

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

-11.9%

fácil

EPS terminal req.

$3.26

Spread vs growth

49.7%

5Y implied EPS CAGR

-3.7%

fácil

EPS terminal req.

$3.95

Spread vs growth

41.5%

10Y implied EPS CAGR

2.9%

fácil

EPS terminal req.

$6.36

Spread vs growth

34.9%

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 -68.6%

Total return

-68.6%

Start / end P/E

51.8x → 7.7x

EPS bridge

3.47 → 4.78

Residual

-32.1%

EPS growth+37.8%
Multiple rerating-85.1%
Dividend+10.9%
Residual / FX / buybacks / cross-term-32.1%

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.