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LESHAIND.BO$0.92+0.00%
Fair $0.92+0.0%

LESHAIND.BO

Lesha Industries Limited

Basic Materials / SteelBSE

$0.92

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $0.92Fund rank 24/100 · Data gapFallback financials|
SA 41/C
F-Score: 2/9
Low Profitability

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 $-21.0M · quality 43.7/100

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

41/100

C

Piotroski

2/9

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 commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 0.6%, below the 5% threshold
Thesis & Journal · LESHAIND.BOLocal privado en este navegador · Lesha Industries 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

$262M

P/E

46.0x

↑

EV/EBITDA

N/A

•

ROE

0.6%

↑

Gross Margin

1.9%

↓

Debt/Equity

0.01

↓
52-Week Range$1
$1$1

TradingView lightweight chart

LESHAIND.BO price, volumen y niveles de valoración

Último $0.920Periodo -41.8%
Fair value: $0.920

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

+19.8%

FCF CAGR

—

FCF margin

-311.0%

FCF / Net income

-85.68x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $124.6M · net income $4.5M · FCF $-387.4M

2022-FY → 2025-FY

Gross margin

1.9%-10.4% pts

Operating margin

-0.7%-7.4% pts

Net margin

3.6%-1.9% pts

FCF margin

-311.0%-276.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$124.6M$124.6M$115.6M$69.0M$72.5M
Net Income$4.5M$4.5M$71.8M$1.9M$4.0M
EBITDA$-714000.00$-714000.00$16.1M$2.0M$4.9M
EPS0.020.020.520.010.00
Gross Margin1.9%1.9%18.1%10.6%12.3%
Operating Margin-0.7%-0.7%13.8%2.6%6.7%
Net Margin3.6%3.6%62.1%2.8%5.5%
Balance Sheet
Debt/Equity0.010.010.820.010.02
Current Ratio2.942.94———
Cash Flow
Free Cash Flow$-387.4M$-387.4M$223.6M$-21.0M$-24.9M
Returns
ROE0.6%0.6%28.2%1.1%2.2%
Valuation
P/E46.0046.00———
P/B0.280.28———
Growth & Yield
Revenue Growth7.7%7.7%67.5%-4.8%—
EPS Growth-96.2%-96.2%3745.9%4315.9%—

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

59.8%

muy exigente

EPS terminal req.

$0.08

Spread vs growth

-156.0%

5Y implied EPS CAGR

37.6%

muy exigente

EPS terminal req.

$0.10

Spread vs growth

-133.8%

10Y implied EPS CAGR

23.0%

exigente

EPS terminal req.

$0.16

Spread vs growth

-119.2%

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 -32.8%

Total return

-32.8%

Start / end P/E

2.6x → 46.0x

EPS bridge

0.52 → 0.02

Residual

-1593.0%

EPS growth-96.2%
Multiple rerating+1656.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-1593.0%

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.