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DWARKESH.NS$44.55+0.93%
Fair $44.55+0.0%

DWARKESH.NS

Dwarikesh Sugar Industries Limited

Consumer Defensive / ConfectionersNSE

$44.55

+0.41 (+0.93%)

Fairly Valued+0.0%Fair Value $44.55Fund rank 31/100 · Data gapFallback financials|
SA 48/C
F-Score: 7/9
Low 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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $482.6M · quality 56.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 36/100Data 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

48/100

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: 1unknown: 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. ROE is 3.7%, below the 5% threshold
Thesis & Journal · DWARKESH.NSLocal privado en este navegador · Dwarikesh Sugar 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

$8.3B

P/E

26.8x

↑

EV/EBITDA

12.2x

↑

ROE

3.7%

↓

Gross Margin

21.6%

↓

Debt/Equity

0.41

↑
52-Week Range$45
$32$53

TradingView lightweight chart

DWARKESH.NS price, volumen y niveles de valoración

Último $44.55Periodo +235.0%
Fair value: $44.55

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

-12.5%

FCF CAGR

-17.2%

FCF margin

8.7%

FCF / Net income

3.96x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.02B · net income $308.4M · FCF $1.22B

2023-FY → 2026-FY

Gross margin

21.6%+0.7% pts

Operating margin

3.6%-4.2% pts

Net margin

2.2%-2.8% pts

FCF margin

8.7%-1.6% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$14.02B$14.02B$13.59B$17.09B$20.91B
Net Income$308.4M$308.4M$233.4M$835.2M$1.05B
EBITDA$940.3M$940.3M$1.20B$2.16B$2.27B
EPS1.661.661.264.445.56
Gross Margin21.6%21.6%24.0%25.2%20.9%
Operating Margin3.6%3.6%4.7%8.9%7.8%
Net Margin2.2%2.2%1.7%4.9%5.0%
Balance Sheet
Debt/Equity0.410.410.630.550.51
Current Ratio2.332.33———
Cash Flow
Free Cash Flow$1.22B$1.22B$482.6M$-374.1M$2.15B
Returns
ROE3.7%3.7%2.9%10.2%14.2%
Valuation
P/E26.8426.8429.8717.3816.12
EV/EBITDA12.2412.249.868.849.09
P/B1.001.000.861.772.28
Growth & Yield
Revenue Growth3.2%3.2%-20.5%-18.3%—
EPS Growth31.7%31.7%-71.6%-20.1%—
Dividend Yield0.2%0.2%———

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

33.5%

muy exigente

EPS terminal req.

$3.95

Spread vs growth

-1.8%

5Y implied EPS CAGR

23.6%

exigente

EPS terminal req.

$4.78

Spread vs growth

8.2%

10Y implied EPS CAGR

16.6%

exigente

EPS terminal req.

$7.70

Spread vs growth

15.2%

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 -5.4%

Total return

-5.4%

Start / end P/E

37.5x → 26.8x

EPS bridge

1.26 → 1.66

Residual

-9.0%

EPS growth+31.7%
Multiple rerating-28.4%
Dividend+0.2%
Residual / FX / buybacks / cross-term-9.0%

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.