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LANCORHOL.NS$24.20+0.00%
Fair $24.20+0.0%

LANCORHOL.NS

Lancor Holdings Limited

Real Estate / Real Estate - DevelopmentNSE

$24.20

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $24.20Fund rank 24/100 · Data gapFallback financials|
SA 34/D
F-Score: 3/9
Low Profitability

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 4.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

34/100

D

Piotroski

3/9

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. 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. ROE is 2.4%, below the 5% threshold
Thesis & Journal · LANCORHOL.NSLocal privado en este navegador · Lancor Holdings 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

$1.8B

P/E

37.8x

↑

EV/EBITDA

10.0x

↓

ROE

2.4%

↓

Gross Margin

34.2%

↓

Debt/Equity

0.78

↑
52-Week Range$24
$18$34

TradingView lightweight chart

LANCORHOL.NS price, volumen y niveles de valoración

Último $24.20Periodo -53.2%
Fair value: $24.20

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

+22.7%

FCF CAGR

—

FCF margin

-39.2%

FCF / Net income

-15.91x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.90B · net income $46.7M · FCF $-743.2M

2022-FY → 2025-FY

Gross margin

34.2%+13.3% pts

Operating margin

15.3%+10.9% pts

Net margin

2.5%+19.0% pts

FCF margin

-39.2%-94.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.90B$1.90B$1.38B$1.14B$1.03B
Net Income$46.7M$46.7M$67.5M$-3.4M$-169.9M
EBITDA$328.2M$328.2M$249.5M$231.3M$63.1M
EPS0.640.641.11-0.06-2.80
Gross Margin34.2%34.2%30.6%34.9%20.8%
Operating Margin15.3%15.3%16.7%17.9%4.3%
Net Margin2.5%2.5%4.9%-0.3%-16.5%
Balance Sheet
Debt/Equity0.780.780.690.841.33
Cash Flow
Free Cash Flow$-743.2M$-743.2M$251.3M$856.0M$567.4M
Returns
ROE2.4%2.4%4.9%-0.3%-13.0%
Valuation
P/E37.8137.8145.05——
EV/EBITDA9.979.9715.98——
P/B0.900.902.22——
Growth & Yield
Revenue Growth37.8%37.8%20.5%11.2%—
EPS Growth-42.3%-42.3%1950.0%97.9%—
Dividend Yield0.8%0.8%———

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

49.7%

muy exigente

EPS terminal req.

$2.15

Spread vs growth

-92.0%

5Y implied EPS CAGR

32.3%

muy exigente

EPS terminal req.

$2.60

Spread vs growth

-74.7%

10Y implied EPS CAGR

20.7%

exigente

EPS terminal req.

$4.18

Spread vs growth

-63.0%

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 +11.5%

Total return

+11.5%

Start / end P/E

19.7x → 37.8x

EPS bridge

1.11 → 0.64

Residual

-39.0%

EPS growth-42.3%
Multiple rerating+92.0%
Dividend+0.8%
Residual / FX / buybacks / cross-term-39.0%

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.