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DOLPHIN.NS$396.70-0.54%
Fair $396.70+0.0%

DOLPHIN.NS

Dolphin Offshore Enterprises (India) Limited

Energy / Oil & Gas Equipment & ServicesNSE

$396.70

-2.20 (-0.54%)

Fairly Valued+0.0%Fair Value $396.70Fund rank 23/100 · Data gapFallback financials|
SA 40/C
F-Score: 7/9

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 $-281.7M · quality 39.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

40/100

C

Piotroski

7/9

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 commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · DOLPHIN.NSLocal privado en este navegador · Dolphin Offshore Enterprises (India) 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

$15.9B

P/E

23.2x

↑

EV/EBITDA

19.8x

↑

ROE

19.4%

↑

Gross Margin

66.8%

↑

Debt/Equity

0.57

↑
52-Week Range$397
$322$502

TradingView lightweight chart

DOLPHIN.NS price, volumen y niveles de valoración

Último $402.20Periodo -65.2%
Fair value: $396.70

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

—

FCF CAGR

—

FCF margin

-24.2%

FCF / Net income

-0.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.16B · net income $685.4M · FCF $-281.7M

2023-FY → 2026-FY

Gross margin

66.8%— pts

Operating margin

48.7%— pts

Net margin

58.9%— pts

FCF margin

-24.2%— pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$1.16B$1.16B$740.2M$64.7M—
Net Income$685.4M$685.4M$464.8M$55.7M$361.1M
EBITDA$898.0M$898.0M$489.8M$25.7M$440.4M
EPS17.1317.1311.621.5945.73
Gross Margin66.8%66.8%65.1%56.4%—
Operating Margin48.7%48.7%61.7%14.2%—
Net Margin58.9%58.9%62.8%86.2%—
Balance Sheet
Debt/Equity0.570.570.600.010.10
Current Ratio5.545.54———
Cash Flow
Free Cash Flow$-281.7M$-281.7M$-1.60B$35.3M$-44.2M
Returns
ROE19.4%19.4%17.1%2.5%20.4%
Valuation
P/E23.1623.1626.91188.740.66
EV/EBITDA19.8319.8328.73411.430.45
P/B4.494.494.594.770.01
Growth & Yield
Revenue Growth57.3%57.3%1044.5%——
EPS Growth47.4%47.4%630.8%-96.5%—

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

27.1%

muy exigente

EPS terminal req.

$35.20

Spread vs growth

20.3%

5Y implied EPS CAGR

20.0%

exigente

EPS terminal req.

$42.59

Spread vs growth

27.4%

10Y implied EPS CAGR

14.9%

razonable

EPS terminal req.

$68.60

Spread vs growth

32.5%

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 +6.0%

Total return

+6.0%

Start / end P/E

32.7x → 23.5x

EPS bridge

11.62 → 17.13

Residual

-13.3%

EPS growth+47.4%
Multiple rerating-28.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term-13.3%

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.