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LEHAR.BO$247.60-0.56%
Fair $247.60+0.0%

LEHAR.BO

Lehar Footwears Limited

Consumer Cyclical / Footwear & AccessoriesBSE

$247.60

-1.40 (-0.56%)

Fairly Valued+0.0%Fair Value $247.60Fund rank 24/100 · Data gapFallback financials|
SA 47/C
F-Score: 6/9

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 17%

FCF escenarios

weak_data · normalized FCF $102.1M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

47/100

C

Piotroski

6/9

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 · LEHAR.BOLocal privado en este navegador · Lehar Footwears 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

$4.4B

P/E

21.0x

↑

EV/EBITDA

12.6x

↑

ROE

15.7%

↑

Gross Margin

25.4%

↓

Debt/Equity

0.44

↓
52-Week Range$248
$160$310

TradingView lightweight chart

LEHAR.BO price, volumen y niveles de valoración

Último $247.60Periodo +1668.6%
Fair value: $247.60

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

+29.1%

FCF CAGR

—

FCF margin

2.4%

FCF / Net income

0.49x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.31B · net income $208.4M · FCF $102.1M

2023-FY → 2026-FY

Gross margin

25.4%+9.6% pts

Operating margin

7.7%+1.5% pts

Net margin

4.8%+2.3% pts

FCF margin

2.4%+9.6% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$4.31B$4.31B$2.77B$1.94B$2.00B
Net Income$208.4M$208.4M$108.7M$65.6M$51.3M
EBITDA$391.7M$391.7M$264.0M$185.4M$149.2M
EPS——6.154.763.72
Gross Margin25.4%25.4%28.7%21.7%15.8%
Operating Margin7.7%7.7%7.7%7.4%6.2%
Net Margin4.8%4.8%3.9%3.4%2.6%
Balance Sheet
Debt/Equity0.440.440.580.670.76
Current Ratio1.411.41———
Cash Flow
Free Cash Flow$102.1M$102.1M$120.3M$-63.8M$-144.5M
Returns
ROE15.7%15.7%9.7%6.5%5.9%
Valuation
P/E21.0221.0240.5434.5320.97
EV/EBITDA12.6012.6019.0915.8211.50
P/B3.313.313.922.261.24
Growth & Yield
Revenue Growth55.5%55.5%42.7%-3.0%—
EPS Growth——29.2%28.0%—
Dividend Yield0.2%0.2%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -10.2%

Total return

-10.2%

Start / end P/E

n/dx → n/dx

EPS bridge

6.15 → n/d

Residual

-10.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.2%
Residual / FX / buybacks / cross-term-10.4%

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.