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ICRA.NS$5153.50-2.10%
Fair $5153.50+0.0%

ICRA.NS

ICRA Limited

Financial Services / Financial Data & Stock ExchangesNSE

$5153.50

-110.50 (-2.10%)

Fairly Valued+0.0%Fair Value $5153.50Fund rank 38/100 · Data gapFallback financials|
SA 46/C
F-Score: 5/9

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 62.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 87/100Data 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

46/100

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); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · ICRA.NSLocal privado en este navegador · ICRA 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

$49.7B

P/E

27.3x

↑

EV/EBITDA

17.5x

↑

ROE

15.4%

↑

Gross Margin

48.3%

↓

Debt/Equity

0.02

↓
52-Week Range$5154
$4966$7130

TradingView lightweight chart

ICRA.NS price, volumen y niveles de valoración

Último $5,154Periodo +541.6%
Fair value: $5,154

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

+14.4%

FCF CAGR

+17.1%

FCF margin

24.1%

FCF / Net income

0.80x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.00B · net income $1.82B · FCF $1.45B

2023-FY → 2026-FY

Gross margin

48.3%-4.2% pts

Operating margin

31.2%-2.1% pts

Net margin

30.3%-3.5% pts

FCF margin

24.1%+1.6% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$6.00B$6.00B$4.98B$4.44B$4.01B
Net Income$1.82B$1.82B$1.70B$1.51B$1.35B
EBITDA$2.83B$2.83B$2.55B$2.24B$1.92B
EPS188.32188.32176.50156.99140.59
Gross Margin48.3%48.3%47.6%48.0%52.4%
Operating Margin31.2%31.2%32.4%31.4%33.3%
Net Margin30.3%30.3%34.1%34.0%33.8%
Balance Sheet
Debt/Equity0.020.020.010.010.01
Current Ratio3.803.80———
Cash Flow
Free Cash Flow$1.45B$1.45B$1.32B$1.00B$901.7M
Returns
ROE15.4%15.4%16.1%15.5%14.2%
Valuation
P/E27.3527.3530.5835.1632.90
EV/EBITDA17.5017.5020.2923.7523.12
P/B4.214.214.945.444.68
Growth & Yield
Revenue Growth20.4%20.4%12.1%10.9%—
EPS Growth6.7%6.7%12.4%11.7%—
Dividend Yield1.3%1.3%———

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

34.4%

muy exigente

EPS terminal req.

$457.29

Spread vs growth

-27.7%

5Y implied EPS CAGR

24.1%

exigente

EPS terminal req.

$553.32

Spread vs growth

-17.4%

10Y implied EPS CAGR

16.8%

exigente

EPS terminal req.

$891.12

Spread vs growth

-10.1%

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 -19.2%

Total return

-19.2%

Start / end P/E

36.7x → 27.4x

EPS bridge

176.50 → 188.32

Residual

-1.7%

EPS growth+6.7%
Multiple rerating-25.5%
Dividend+1.3%
Residual / FX / buybacks / cross-term-1.7%

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.