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GAEL.BO$155.35+1.74%
Fair $155.35+0.0%

GAEL.BO

Gujarat Ambuja Exports Limited

Consumer Defensive / Packaged FoodsBSE

$155.35

+2.65 (+1.74%)

Fairly Valued+0.0%Fair Value $155.35Fund rank 27/100 · Data gapFallback financials|
SA 56/C
F-Score: 5/9
Margin Compression

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 18%

FCF escenarios

weak_data · normalized FCF $39.8M · quality 46.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

56/100

C

Piotroski

5/9

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. Operating margin has declined for 3 consecutive years
Thesis & Journal · GAEL.BOLocal privado en este navegador · Gujarat Ambuja Exports 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

$71.3B

P/E

23.4x

↑

EV/EBITDA

13.3x

↑

ROE

9.2%

↑

Gross Margin

25.8%

↓

Debt/Equity

0.13

↓
52-Week Range$155
$101$178

TradingView lightweight chart

GAEL.BO price, volumen y niveles de valoración

Último $155.35Periodo +30970.0%
Fair value: $155.35

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

+5.5%

FCF CAGR

—

FCF margin

-2.7%

FCF / Net income

-0.51x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $57.29B · net income $3.04B · FCF $-1.55B

2023-FY → 2026-FY

Gross margin

25.8%+0.2% pts

Operating margin

5.7%-2.2% pts

Net margin

5.3%-1.5% pts

FCF margin

-2.7%-3.6% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$57.29B$57.29B$46.13B$49.00B$48.74B
Net Income$3.04B$3.04B$2.49B$3.46B$3.30B
EBITDA$5.70B$5.70B$4.83B$5.83B$5.46B
EPS6.636.635.447.547.20
Gross Margin25.8%25.8%26.9%25.1%25.6%
Operating Margin5.7%5.7%6.0%6.6%7.9%
Net Margin5.3%5.3%5.4%7.1%6.8%
Balance Sheet
Debt/Equity0.130.130.080.070.09
Current Ratio3.193.19———
Cash Flow
Free Cash Flow$-1.55B$-1.55B$441.5M$39.8M$437.7M
Returns
ROE9.2%9.2%8.3%12.5%13.6%
Valuation
P/E23.4323.4321.4223.7917.14
EV/EBITDA13.2813.2811.5214.4410.60
P/B2.162.161.782.972.33
Growth & Yield
Revenue Growth24.2%24.2%-5.9%0.5%—
EPS Growth21.9%21.9%-27.9%4.7%—
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

27.6%

muy exigente

EPS terminal req.

$13.78

Spread vs growth

-5.8%

5Y implied EPS CAGR

20.3%

exigente

EPS terminal req.

$16.68

Spread vs growth

1.6%

10Y implied EPS CAGR

15.0%

exigente

EPS terminal req.

$26.86

Spread vs growth

6.9%

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 +35.4%

Total return

+35.4%

Start / end P/E

21.1x → 23.4x

EPS bridge

5.44 → 6.63

Residual

+2.4%

EPS growth+21.9%
Multiple rerating+11.0%
Dividend+0.2%
Residual / FX / buybacks / cross-term+2.4%

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.