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KESAR.BO$1240.20+3.35%
Fair $1240.20+0.0%

KESAR.BO

Kesar India Limited

Real Estate / Real Estate - DevelopmentBSE

$1240.20

+40.25 (+3.35%)

Fairly Valued+0.0%Fair Value $1240.20Fund rank 24/100 · Data gapFallback financials|
SA 56/C
F-Score: 2/9

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 96.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 0/100Data 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

56/100

C

Piotroski

2/9

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 NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled.
Thesis & Journal · KESAR.BOLocal privado en este navegador · Kesar India 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

$37.3B

P/E

119.0x

↑

EV/EBITDA

76.9x

↑

ROE

12.0%

↑

Gross Margin

35.1%

↓

Debt/Equity

0.18

↓
52-Week Range$1240
$530$1287

TradingView lightweight chart

KESAR.BO price, volumen y niveles de valoración

Último $1,240Periodo +612.8%
Fair value: $1,240

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

+126.5%

FCF CAGR

—

FCF margin

-75.6%

FCF / Net income

-4.44x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.76B · net income $300.0M · FCF $-1.33B

2023-FY → 2026-FY

Gross margin

35.1%-6.2% pts

Operating margin

22.8%+16.8% pts

Net margin

17.0%+11.8% pts

FCF margin

-75.6%-10.8% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$1.76B$1.76B$1.08B$534.2M$151.9M
Net Income$300.0M$300.0M$196.3M$108.4M$7.8M
EBITDA$462.4M$462.4M$286.5M$152.5M$13.4M
EPS——7.9422.542.39
Gross Margin35.1%35.1%37.6%42.8%41.3%
Operating Margin22.8%22.8%23.5%26.9%5.9%
Net Margin17.0%17.0%18.2%20.3%5.2%
Balance Sheet
Debt/Equity0.180.180.550.720.11
Current Ratio2.232.23———
Cash Flow
Free Cash Flow$-1.33B$-1.33B$-24.4M$91.9M$-98.3M
Returns
ROE12.0%12.0%39.9%36.1%4.1%
Valuation
P/E119.02119.0269.2818.1268.60
EV/EBITDA76.9276.9247.2311.9235.16
P/B14.2214.2227.666.542.80
Growth & Yield
Revenue Growth63.7%63.7%101.8%251.7%—
EPS Growth——-64.8%843.1%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +101.4%

Total return

+101.4%

Start / end P/E

n/dx → n/dx

EPS bridge

7.94 → n/d

Residual

+101.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+101.4%

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.