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LEMERITE.NS$34.35-4.98%
Fair $34.35+0.0%

LEMERITE.NS

LEMERITE.NS

Consumer Cyclical / Textile ManufacturingNSE

$34.35

-1.80 (-4.98%)

Fairly Valued+0.0%Fair Value $34.35Fund rank 22/100 · Data gapFallback financials|
SA 31/D
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 16%

FCF escenarios

weak_data · normalized FCF $-12.5M · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

31/100

D

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · LEMERITE.NSLocal privado en este navegador · LEMERITE.NS
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

$4.3B

P/E

33.3x

↑

EV/EBITDA

7.4x

↓

ROE

5.4%

↑

Gross Margin

1.9%

↓

Debt/Equity

0.90

↑
52-Week Range$34
$34$108

TradingView lightweight chart

LEMERITE.NS price, volumen y niveles de valoración

Último $34.35Periodo +128.8%
Fair value: $34.35

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

-0.7%

FCF CAGR

—

FCF margin

-2.9%

FCF / Net income

-2.36x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.94B · net income $61.0M · FCF $-144.1M

2022-FY → 2025-FY

Gross margin

1.9%-9.3% pts

Operating margin

0.6%-5.5% pts

Net margin

1.2%-2.9% pts

FCF margin

-2.9%+6.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.94B$4.94B$4.45B$3.54B$5.05B
Net Income$61.0M$61.0M$17.5M$42.9M$210.6M
EBITDA$178.5M$178.5M$97.4M$89.3M$319.5M
EPS2.542.540.741.838.97
Gross Margin1.9%1.9%0.7%2.5%11.2%
Operating Margin0.6%0.6%0.3%0.5%6.1%
Net Margin1.2%1.2%0.4%1.2%4.2%
Balance Sheet
Debt/Equity0.900.900.980.922.20
Cash Flow
Free Cash Flow$-144.1M$-144.1M$-12.5M$39.6M$-458.0M
Returns
ROE5.4%5.4%1.9%4.6%46.3%
Valuation
P/E33.3533.3519.385.27—
EV/EBITDA7.377.378.307.47—
P/B0.720.720.360.24—
Growth & Yield
Revenue Growth11.0%11.0%25.5%-29.8%—
EPS Growth243.2%243.2%-59.6%-79.6%—

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

6.3%

razonable

EPS terminal req.

$3.05

Spread vs growth

237.0%

5Y implied EPS CAGR

7.7%

razonable

EPS terminal req.

$3.69

Spread vs growth

235.5%

10Y implied EPS CAGR

8.9%

razonable

EPS terminal req.

$5.94

Spread vs growth

234.4%

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 -45.2%

Total return

-45.2%

Start / end P/E

84.7x → 13.5x

EPS bridge

0.74 → 2.54

Residual

-204.4%

EPS growth+243.2%
Multiple rerating-84.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term-204.4%

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.