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ESSARSHPNG.NS$23.47-0.37%
Fair $23.47+0.0%

ESSARSHPNG.NS

Essar Shipping Limited

Industrials / Marine ShippingNSE

$23.47

-0.09 (-0.37%)

Fairly Valued+0.0%Fair Value $23.47Fund rank 29/100 · Data gapFallback financials|
SA 34/D
F-Score: 4/9
Declining RevenueLow 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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $3.5B · quality 48.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

34/100

D

Piotroski

4/9

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); composite fair value and forward targets are disabled until manually verified. Revenue has declined for 3 consecutive years ROE is -27.7%, below the 5% threshold
Thesis & Journal · ESSARSHPNG.NSLocal privado en este navegador · Essar Shipping 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

$4.9B

P/E

0.7x

↓

EV/EBITDA

2.8x

↓

ROE

-27.7%

↓

Gross Margin

-10406.7%

↓

Debt/Equity

-0.69

↓
52-Week Range$23
$22$43

TradingView lightweight chart

ESSARSHPNG.NS price, volumen y niveles de valoración

Último $23.92Periodo -17.8%
Fair value: $23.47

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

-92.3%

FCF CAGR

+35.7%

FCF margin

233506.7%

FCF / Net income

0.53x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.5M · net income $6.60B · FCF $3.50B

2022-FY → 2025-FY

Gross margin

-10406.7%-10403.7% pts

Operating margin

-14833.3%-14821.0% pts

Net margin

440053.3%+440077.5% pts

FCF margin

233506.7%+233463.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.5M$1.5M$127.7M$606.7M$3.25B
Net Income$6.60B$6.60B$-1.18B$16.50B$-784.9M
EBITDA$7.58B$7.58B$63.5M$17.94B$3.79B
EPS31.8931.89-5.7179.73-3.79
Gross Margin-10406.7%-10406.7%-546.2%25.1%-3.0%
Operating Margin-14833.3%-14833.3%-736.7%-10.8%-12.3%
Net Margin440053.3%440053.3%-924.8%2720.0%-24.1%
Balance Sheet
Debt/Equity-0.69-0.69-0.94-0.99-0.80
Cash Flow
Free Cash Flow$3.50B$3.50B$-469.6M$5.14B$1.40B
Returns
ROE-27.7%-27.7%4.2%-60.2%1.6%
Valuation
P/E0.740.74—0.11—
EV/EBITDA2.792.79501.291.5910.77
Growth & Yield
Revenue Growth-98.8%-98.8%-79.0%-81.4%—
EPS Growth658.9%658.9%-107.2%2202.4%—

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

-59.7%

fácil

EPS terminal req.

$2.08

Spread vs growth

718.6%

5Y implied EPS CAGR

-39.8%

fácil

EPS terminal req.

$2.52

Spread vs growth

698.7%

10Y implied EPS CAGR

-18.6%

fácil

EPS terminal req.

$4.06

Spread vs growth

677.5%

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 -27.4%

Total return

-27.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-5.71 → 31.89

Residual

-27.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-27.4%

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.