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GUJTHEM.NS$398.80-6.46%
Fair $398.80+0.0%

GUJTHEM.NS

Gujarat Themis Biosyn Limited

Healthcare / Drug Manufacturers - Specialty & GenericNSE

$398.80

-27.90 (-6.46%)

Fairly Valued+0.0%Fair Value $398.80Fund rank 24/100 · Data gapFallback financials|
SA 50/C
F-Score: 4/9
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 17%

FCF escenarios

weak_data · normalized FCF $-250.9M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data 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

50/100

C

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: 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 · GUJTHEM.NSLocal privado en este navegador · Gujarat Themis Biosyn 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

$43.5B

P/E

93.0x

↑

EV/EBITDA

57.8x

↑

ROE

16.2%

↑

Gross Margin

83.4%

↑

Debt/Equity

0.56

↑
52-Week Range$399
$225$479

TradingView lightweight chart

GUJTHEM.NS price, volumen y niveles de valoración

Último $404.30Periodo +66.1%
Fair value: $398.80

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

+3.8%

FCF CAGR

—

FCF margin

-74.6%

FCF / Net income

-2.65x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.66B · net income $466.9M · FCF $-1.24B

2023-FY → 2026-FY

Gross margin

83.4%+4.1% pts

Operating margin

37.8%-11.2% pts

Net margin

28.2%-11.0% pts

FCF margin

-74.6%-85.3% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$1.66B$1.66B$1.51B$1.70B$1.48B
Net Income$466.9M$466.9M$487.7M$591.6M$579.7M
EBITDA$779.6M$779.6M$715.5M$835.4M$801.4M
EPS——4.485.435.32
Gross Margin83.4%83.4%78.9%75.5%79.2%
Operating Margin37.8%37.8%42.1%44.5%49.0%
Net Margin28.2%28.2%32.3%34.8%39.1%
Balance Sheet
Debt/Equity0.560.560.120.010.00
Current Ratio1.121.12———
Cash Flow
Free Cash Flow$-1.24B$-1.24B$-250.9M$-104.3M$157.7M
Returns
ROE16.2%16.2%19.6%29.4%38.9%
Valuation
P/E92.9692.9658.58——
EV/EBITDA57.7857.7840.19——
P/B15.1015.1011.50——
Growth & Yield
Revenue Growth10.0%10.0%-11.2%14.6%—
EPS Growth——-17.5%2.1%—
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%
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 +28.8%

Total return

+28.8%

Start / end P/E

n/dx → n/dx

EPS bridge

4.48 → n/d

Residual

+28.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.2%
Residual / FX / buybacks / cross-term+28.6%

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.