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IFBAGRO.BO$960.50-4.13%
Fair $960.50+0.0%

IFBAGRO.BO

IFB Agro Industries Limited

Consumer Defensive / Beverages - Wineries & DistilleriesBSE

$960.50

-41.40 (-4.13%)

Fairly Valued+0.0%Fair Value $960.50Fund rank 31/100 · Data gapFallback financials|
SA 47/C
F-Score: 7/9
Low 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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $182.9M · quality 55.3/100

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

47/100

C

Piotroski

7/9

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. ROE is 3.7%, below the 5% threshold
Thesis & Journal · IFBAGRO.BOLocal privado en este navegador · IFB Agro Industries 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

$9.0B

P/E

18.8x

↑

EV/EBITDA

12.9x

↑

ROE

3.7%

↓

Gross Margin

27.2%

↓

Debt/Equity

0.01

↓
52-Week Range$961
$537$1795

TradingView lightweight chart

IFBAGRO.BO price, volumen y niveles de valoración

Último $960.50Periodo +39104.1%
Fair value: $960.50

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

+1.5%

FCF CAGR

-16.8%

FCF margin

4.1%

FCF / Net income

1.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.43B · net income $223.4M · FCF $428.0M

2022-FY → 2025-FY

Gross margin

27.2%-4.2% pts

Operating margin

1.8%-4.4% pts

Net margin

2.1%-3.7% pts

FCF margin

4.1%-3.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$10.43B$10.43B$9.21B$12.28B$9.98B
Net Income$223.4M$223.4M$-80.8M$491.3M$585.4M
EBITDA$561.3M$561.3M$79.8M$885.8M$908.7M
EPS23.8523.85-8.6252.4562.50
Gross Margin27.2%27.2%30.4%29.0%31.4%
Operating Margin1.8%1.8%-3.4%4.7%6.2%
Net Margin2.1%2.1%-0.9%4.0%5.9%
Balance Sheet
Debt/Equity0.010.010.020.040.04
Cash Flow
Free Cash Flow$428.0M$428.0M$-636.6M$182.9M$742.7M
Returns
ROE3.7%3.7%-1.5%9.0%11.7%
Valuation
P/E18.8318.83—8.6410.81
EV/EBITDA12.9512.9541.933.085.44
P/B1.481.480.770.771.26
Growth & Yield
Revenue Growth13.3%13.3%-25.0%23.1%—
EPS Growth376.7%376.7%-116.4%-16.1%—

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

52.9%

muy exigente

EPS terminal req.

$85.23

Spread vs growth

323.8%

5Y implied EPS CAGR

34.0%

muy exigente

EPS terminal req.

$103.13

Spread vs growth

342.7%

10Y implied EPS CAGR

21.4%

exigente

EPS terminal req.

$166.09

Spread vs growth

355.3%

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 +64.7%

Total return

+64.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-8.62 → 23.85

Residual

+64.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+64.7%

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.