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KSL.NS$854.80+1.65%
Fair $854.80+0.0%

KSL.NS

Kalyani Steels Limited

Basic Materials / SteelNSE

$854.80

+13.85 (+1.65%)

Fairly Valued+0.0%Fair Value $854.80Fund rank 25/100 · Data gapFallback financials|
SA 52/C
F-Score: 5/9

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 18%

FCF escenarios

weak_data · normalized FCF $793.2M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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

52/100

C

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: 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 · KSL.NSLocal privado en este navegador · Kalyani Steels 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

14.5x

↓

EV/EBITDA

10.0x

↓

ROE

12.3%

↑

Gross Margin

29.6%

↑

Debt/Equity

0.23

↓
52-Week Range$855
$574$989

TradingView lightweight chart

KSL.NS price, volumen y niveles de valoración

Último $854.80Periodo +3384.7%
Fair value: $854.80

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

-0.5%

FCF CAGR

—

FCF margin

4.3%

FCF / Net income

0.31x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $18.46B · net income $2.58B · FCF $793.2M

2023-FY → 2026-FY

Gross margin

29.6%+8.1% pts

Operating margin

16.5%+4.2% pts

Net margin

14.0%+5.1% pts

FCF margin

4.3%+17.0% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$18.46B$18.46B$19.82B$19.30B$18.74B
Net Income$2.58B$2.58B$2.56B$2.49B$1.67B
EBITDA$4.13B$4.13B$4.28B$4.19B$3.01B
EPS59.0759.0758.7056.9938.26
Gross Margin29.6%29.6%28.1%26.2%21.5%
Operating Margin16.5%16.5%15.6%16.1%12.3%
Net Margin14.0%14.0%12.9%12.9%8.9%
Balance Sheet
Debt/Equity0.230.230.230.350.34
Cash Flow
Free Cash Flow$793.2M$793.2M$3.57B$-2.53B$-2.37B
Returns
ROE12.3%12.3%13.5%14.8%11.2%
Valuation
P/E14.4814.4812.8816.417.83
EV/EBITDA9.999.998.6911.115.99
P/B1.771.771.742.430.88
Growth & Yield
Revenue Growth-6.9%-6.9%2.7%3.0%—
EPS Growth0.6%0.6%3.0%49.0%—
Dividend Yield1.2%1.2%———

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

8.7%

razonable

EPS terminal req.

$75.85

Spread vs growth

-8.1%

5Y implied EPS CAGR

9.2%

razonable

EPS terminal req.

$91.78

Spread vs growth

-8.6%

10Y implied EPS CAGR

9.6%

razonable

EPS terminal req.

$147.81

Spread vs growth

-9.0%

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 +8.1%

Total return

+8.1%

Start / end P/E

13.6x → 14.5x

EPS bridge

58.70 → 59.07

Residual

+0.0%

EPS growth+0.6%
Multiple rerating+6.3%
Dividend+1.2%
Residual / FX / buybacks / cross-term+0.0%

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.