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ISGEC.NS$884.75-2.30%
Fair $884.75+0.0%

ISGEC.NS

Isgec Heavy Engineering Limited

Industrials / Specialty Industrial MachineryNSE

$884.75

-20.80 (-2.30%)

Fairly Valued+0.0%Fair Value $884.75Fund rank 30/100 · Data gapFallback financials|
SA 32/D
F-Score: 5/9
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 21%

FCF escenarios

weak_data · normalized FCF $4.9B · quality 50.3/100

Data gap 30/100
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

32/100

D

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. ROE is 4.0%, below the 5% threshold
Thesis & Journal · ISGEC.NSLocal privado en este navegador · Isgec Heavy Engineering 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

$65.1B

P/E

59.6x

↑

EV/EBITDA

10.6x

↑

ROE

4.0%

↓

Gross Margin

35.3%

↑

Debt/Equity

0.35

↑
52-Week Range$885
$684$1281

TradingView lightweight chart

ISGEC.NS price, volumen y niveles de valoración

Último $884.75Periodo +54.4%
Fair value: $884.75

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

+2.5%

FCF CAGR

+128.8%

FCF margin

8.8%

FCF / Net income

5.48x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $67.89B · net income $1.09B · FCF $5.97B

2023-FY → 2026-FY

Gross margin

35.3%+13.2% pts

Operating margin

4.1%-1.9% pts

Net margin

1.6%-1.5% pts

FCF margin

8.8%+8.0% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$67.89B$67.89B$64.25B$61.66B$63.06B
Net Income$1.09B$1.09B$1.90B$2.44B$1.96B
EBITDA$6.71B$6.71B$5.66B$5.44B$4.63B
EPS——25.7933.1426.72
Gross Margin35.3%35.3%31.4%23.4%22.1%
Operating Margin4.1%4.1%5.5%7.2%6.0%
Net Margin1.6%1.6%3.0%4.0%3.1%
Balance Sheet
Debt/Equity0.350.350.310.320.54
Current Ratio1.391.39———
Cash Flow
Free Cash Flow$5.97B$5.97B$-1.25B$4.90B$498.5M
Returns
ROE4.0%4.0%6.9%9.7%8.5%
Valuation
P/E59.5859.5841.4728.9017.63
EV/EBITDA10.6210.6215.2514.199.79
P/B2.382.382.872.791.50
Growth & Yield
Revenue Growth5.7%5.7%4.2%-2.2%—
EPS Growth——-22.2%24.0%—
Dividend Yield0.5%0.5%———

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 -29.9%

Total return

-29.9%

Start / end P/E

n/dx → n/dx

EPS bridge

25.79 → n/d

Residual

-30.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.5%
Residual / FX / buybacks / cross-term-30.5%

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.