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KMSUGAR.NS$26.74+0.11%
Fair $26.74+0.0%

KMSUGAR.NS

K.M. Sugar Mills Limited

Consumer Defensive / ConfectionersNSE

$26.74

+0.03 (+0.11%)

Fairly Valued+0.0%Fair Value $26.74Fund rank 23/100 · Data gapFallback financials|
SA 57/C
F-Score: 7/9

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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $29.2M · quality 35.3/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

57/100

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: 0unknown: 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.
Thesis & Journal · KMSUGAR.NSLocal privado en este navegador · K.M. Sugar Mills 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

$2.5B

P/E

4.5x

↓

EV/EBITDA

5.9x

↓

ROE

10.5%

↑

Gross Margin

31.1%

↑

Debt/Equity

0.83

↑
52-Week Range$27
$23$34

TradingView lightweight chart

KMSUGAR.NS price, volumen y niveles de valoración

Último $26.74Periodo -16.8%
Fair value: $26.74

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

+6.4%

FCF CAGR

—

FCF margin

2.4%

FCF / Net income

0.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.56B · net income $355.5M · FCF $159.6M

2022-FY → 2025-FY

Gross margin

31.1%+5.8% pts

Operating margin

9.8%-1.7% pts

Net margin

5.4%-2.2% pts

FCF margin

2.4%+2.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.56B$6.56B$6.57B$5.67B$5.45B
Net Income$355.5M$355.5M$280.9M$232.1M$414.7M
EBITDA$884.1M$884.1M$775.2M$601.1M$821.9M
EPS3.863.863.052.524.51
Gross Margin31.1%31.1%25.0%22.5%25.3%
Operating Margin9.8%9.8%7.5%6.2%11.5%
Net Margin5.4%5.4%4.3%4.1%7.6%
Balance Sheet
Debt/Equity0.830.830.960.970.89
Current Ratio1.211.21———
Cash Flow
Free Cash Flow$159.6M$159.6M$29.2M$-28.8M$-28.1M
Returns
ROE10.5%10.5%9.3%8.4%16.4%
Valuation
P/E4.464.4610.2511.097.02
EV/EBITDA5.935.937.378.646.17
P/B0.730.730.950.931.15
Growth & Yield
Revenue Growth-0.1%-0.1%16.0%3.9%—
EPS Growth26.6%26.6%21.0%-44.1%—

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

-15.0%

fácil

EPS terminal req.

$2.37

Spread vs growth

41.5%

5Y implied EPS CAGR

-5.7%

fácil

EPS terminal req.

$2.87

Spread vs growth

32.3%

10Y implied EPS CAGR

1.8%

fácil

EPS terminal req.

$4.62

Spread vs growth

24.7%

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 -10.4%

Total return

-10.4%

Start / end P/E

9.8x → 6.9x

EPS bridge

3.05 → 3.86

Residual

-7.8%

EPS growth+26.6%
Multiple rerating-29.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term-7.8%

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.