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JAYAGROGN.NS$231.55+2.36%
Fair $231.55+0.0%

JAYAGROGN.NS

Jayant Agro-Organics Limited

Basic Materials / Specialty ChemicalsNSE

$231.55

+5.17 (+2.36%)

Fairly Valued+0.0%Fair Value $231.55Fund rank 31/100 · Data gapFallback financials|
SA 53/C
F-Score: 8/9

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 23%

FCF escenarios

weak_data · normalized FCF $739.7M · quality 53.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 32/100Data 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

53/100

C

Piotroski

8/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · JAYAGROGN.NSLocal privado en este navegador · Jayant Agro-Organics 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

$6.9B

P/E

15.7x

↓

EV/EBITDA

7.3x

↓

ROE

9.5%

↑

Gross Margin

14.0%

↓

Debt/Equity

0.19

↓
52-Week Range$232
$147$276

TradingView lightweight chart

JAYAGROGN.NS price, volumen y niveles de valoración

Último $224.47Periodo +2383.8%
Fair value: $231.55

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

-0.6%

FCF CAGR

+23.8%

FCF margin

3.6%

FCF / Net income

1.63x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $24.97B · net income $549.1M · FCF $897.6M

2022-FY → 2025-FY

Gross margin

14.0%-0.4% pts

Operating margin

3.8%-1.2% pts

Net margin

2.2%-1.3% pts

FCF margin

3.6%+1.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$24.97B$24.97B$21.18B$27.41B$25.45B
Net Income$549.1M$549.1M$513.4M$493.5M$885.8M
EBITDA$1.09B$1.09B$974.7M$970.7M$1.52B
EPS18.3018.3017.1116.4529.53
Gross Margin14.0%14.0%13.2%11.5%14.4%
Operating Margin3.8%3.8%3.7%3.5%5.0%
Net Margin2.2%2.2%2.4%1.8%3.5%
Balance Sheet
Debt/Equity0.190.190.290.190.32
Cash Flow
Free Cash Flow$897.6M$897.6M$-375.5M$739.7M$473.3M
Returns
ROE9.5%9.5%9.5%9.7%19.0%
Valuation
P/E15.7215.7213.7910.108.50
EV/EBITDA7.307.308.795.985.81
P/B1.201.201.310.981.61
Growth & Yield
Revenue Growth17.9%17.9%-22.7%7.7%—
EPS Growth7.0%7.0%4.0%-44.3%—
Dividend Yield1.1%1.1%———

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

3.9%

fácil

EPS terminal req.

$20.55

Spread vs growth

3.0%

5Y implied EPS CAGR

6.3%

razonable

EPS terminal req.

$24.86

Spread vs growth

0.6%

10Y implied EPS CAGR

8.1%

razonable

EPS terminal req.

$40.04

Spread vs growth

-1.2%

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 -12.6%

Total return

-12.6%

Start / end P/E

15.2x → 12.3x

EPS bridge

17.11 → 18.30

Residual

-1.3%

EPS growth+7.0%
Multiple rerating-19.3%
Dividend+1.1%
Residual / FX / buybacks / cross-term-1.3%

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.