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HLEGLAS.NS$355.15+11.28%
Fair $355.15+0.0%

HLEGLAS.NS

HLE Glascoat Limited

Industrials / Specialty Industrial MachineryNSE

$355.15

+36.00 (+11.28%)

Fairly Valued+0.0%Fair Value $355.15Fund rank 31/100 · Data gapFallback financials|
SA 51/C
F-Score: 5/9

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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $679.8M · quality 51.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 37/100Data 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

51/100

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: 0unknown: 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.
Thesis & Journal · HLEGLAS.NSLocal privado en este navegador · HLE Glascoat 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

$24.7B

P/E

49.3x

↑

EV/EBITDA

19.4x

↑

ROE

9.3%

↑

Gross Margin

53.2%

↑

Debt/Equity

0.65

↑
52-Week Range$355
$250$662

TradingView lightweight chart

HLEGLAS.NS price, volumen y niveles de valoración

Último $355.15Periodo -8.1%
Fair value: $355.15

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

+13.6%

FCF CAGR

—

FCF margin

7.8%

FCF / Net income

2.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.53B · net income $494.2M · FCF $1.06B

2023-FY → 2026-FY

Gross margin

53.2%+2.5% pts

Operating margin

7.6%-5.1% pts

Net margin

3.7%-3.9% pts

FCF margin

7.8%+12.5% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$13.53B$13.53B$10.28B$9.62B$9.24B
Net Income$494.2M$494.2M$548.5M$296.9M$698.1M
EBITDA$1.42B$1.42B$1.41B$1.15B$1.42B
EPS7.207.207.995.9910.22
Gross Margin53.2%53.2%56.2%51.3%50.7%
Operating Margin7.6%7.6%10.0%9.7%12.7%
Net Margin3.7%3.7%5.3%3.1%7.6%
Balance Sheet
Debt/Equity0.650.650.830.930.77
Current Ratio1.191.19———
Cash Flow
Free Cash Flow$1.06B$1.06B$679.8M$395.6M$-435.9M
Returns
ROE9.3%9.3%11.9%7.1%21.4%
Valuation
P/E49.2649.2633.3477.9551.13
EV/EBITDA19.4019.4015.3923.1926.84
P/B4.574.573.985.5510.92
Growth & Yield
Revenue Growth31.7%31.7%6.8%4.1%—
EPS Growth-9.9%-9.9%33.4%-41.4%—
Dividend Yield0.3%0.3%———

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

63.6%

muy exigente

EPS terminal req.

$31.51

Spread vs growth

-73.5%

5Y implied EPS CAGR

39.6%

muy exigente

EPS terminal req.

$38.13

Spread vs growth

-49.5%

10Y implied EPS CAGR

23.9%

exigente

EPS terminal req.

$61.41

Spread vs growth

-33.8%

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 -16.3%

Total return

-16.3%

Start / end P/E

53.3x → 49.3x

EPS bridge

7.99 → 7.20

Residual

+0.7%

EPS growth-9.9%
Multiple rerating-7.5%
Dividend+0.3%
Residual / FX / buybacks / cross-term+0.7%

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.