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LLOYDSENT.NS$67.75-5.98%
Fair $67.75+0.0%

LLOYDSENT.NS

Lloyds Enterprises Limited

Basic Materials / SteelNSE

$67.75

-4.31 (-5.98%)

Fairly Valued+0.0%Fair Value $67.75Fund rank 26/100 · Data gapFallback financials|
SA 62/B
F-Score: 5/9
Margin Compression

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 $-719.0M · quality 45.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

62/100

B

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: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · LLOYDSENT.NSLocal privado en este navegador · Lloyds Enterprises 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

$103.4B

P/E

22.0x

↑

EV/EBITDA

20.0x

↑

ROE

6.8%

↑

Gross Margin

13.4%

↓

Debt/Equity

0.19

↓
52-Week Range$68
$41$96

TradingView lightweight chart

LLOYDSENT.NS price, volumen y niveles de valoración

Último $67.75Periodo +25.4%
Fair value: $67.75

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

+67.0%

FCF CAGR

—

FCF margin

-25.2%

FCF / Net income

-1.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $17.56B · net income $2.83B · FCF $-4.42B

2023-FY → 2026-FY

Gross margin

13.4%-16.6% pts

Operating margin

5.3%-7.6% pts

Net margin

16.1%+3.2% pts

FCF margin

-25.2%-32.6% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$17.56B$17.56B$14.88B$9.38B$3.77B
Net Income$2.83B$2.83B$571.0M$1.18B$487.5M
EBITDA$5.39B$5.39B$2.01B$2.23B$640.4M
EPS3.083.080.971.250.48
Gross Margin13.4%13.4%12.4%19.8%30.0%
Operating Margin5.3%5.3%7.2%9.0%12.9%
Net Margin16.1%16.1%3.8%12.5%12.9%
Balance Sheet
Debt/Equity0.190.190.240.080.07
Current Ratio3.023.02———
Cash Flow
Free Cash Flow$-4.42B$-4.42B$753.1M$-719.0M$281.0M
Returns
ROE6.8%6.8%2.3%7.6%4.8%
Valuation
P/E22.0022.0051.26——
EV/EBITDA20.0320.0337.35——
P/B2.502.502.82——
Growth & Yield
Revenue Growth18.0%18.0%58.7%148.6%—
EPS Growth217.5%217.5%-22.6%158.5%—
Dividend Yield0.3%0.3%———

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

25.0%

exigente

EPS terminal req.

$6.01

Spread vs growth

192.6%

5Y implied EPS CAGR

18.8%

exigente

EPS terminal req.

$7.27

Spread vs growth

198.8%

10Y implied EPS CAGR

14.3%

razonable

EPS terminal req.

$11.72

Spread vs growth

203.2%

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 +18.8%

Total return

+18.8%

Start / end P/E

58.9x → 22.0x

EPS bridge

0.97 → 3.08

Residual

-136.3%

EPS growth+217.5%
Multiple rerating-62.7%
Dividend+0.3%
Residual / FX / buybacks / cross-term-136.3%

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.