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ESARIND.BO$10.85+1.97%
Fair $10.85+0.0%

ESARIND.BO

Esaar (India) Limited

Financial Services / Capital MarketsBSE

$10.85

+0.21 (+1.97%)

Fairly Valued+0.0%Fair Value $10.85Fund rank 17/100 · Data gapFallback financials|
SA 19/F
F-Score: 2/9
High DebtLow Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 17.0/100

Data gap 17/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 0/100Data 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

19/100

F

Piotroski

2/9

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); financial Book/ROE targets are disabled until manually verified. Debt-to-Equity ratio is 2.32, above the 2.0 threshold ROE is -9.6%, below the 5% threshold
Thesis & Journal · ESARIND.BOLocal privado en este navegador · Esaar (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

$222M

P/E

N/A

•

EV/EBITDA

18.9x

↑

ROE

-9.6%

↓

Gross Margin

95.7%

↑

Debt/Equity

2.32

↑
52-Week Range$11
$8$20

TradingView lightweight chart

ESARIND.BO price, volumen y niveles de valoración

Último $10.85Periodo +84.2%
Fair value: $10.85

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

+7.9%

FCF CAGR

—

FCF margin

-112.0%

FCF / Net income

5.63x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $112.9M · net income $-22.4M · FCF $-126.4M

2022-FY → 2025-FY

Gross margin

95.7%+16.3% pts

Operating margin

-2.7%-284.1% pts

Net margin

-19.9%-253.3% pts

FCF margin

-112.0%+217.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$112.9M$112.9M$104.6M$192.3M$90.0M
Net Income$-22.4M$-22.4M$-4.8M$44.8M$210.1M
EBITDA$40.2M$40.2M$78.8M$118.6M$253.5M
EPS-1.10-1.10-0.242.1910.28
Gross Margin95.7%95.7%95.6%61.9%79.4%
Operating Margin-2.7%-2.7%-17.1%61.5%281.5%
Net Margin-19.9%-19.9%-4.6%23.3%233.4%
Balance Sheet
Debt/Equity2.322.321.272.391.93
Cash Flow
Free Cash Flow$-126.4M$-126.4M$752.5M$-430.9M$-296.6M
Returns
ROE-9.6%-9.6%-1.5%10.0%49.8%
Valuation
EV/EBITDA18.9418.94———
P/B0.950.95———
Growth & Yield
Revenue Growth7.9%7.9%-45.6%113.6%—
EPS Growth-358.3%-358.3%-111.0%-78.7%—

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 +1.7%

Total return

+1.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.24 → -1.10

Residual

+1.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+1.7%

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.