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LT.NS$4010.80+0.72%
Fair $4010.80+0.0%

LT.NS

Larsen & Toubro Limited

Industrials / Engineering & ConstructionNSE

$4010.80

+29.00 (+0.72%)

Fairly Valued+0.0%Fair Value $4010.80Fund rank 32/100 · Data gapFallback financials|
SA 48/C
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $119.3B · quality 59.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 65/100Data 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

48/100

C

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 · LT.NSLocal privado en este navegador · Larsen & Toubro 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

$5.52T

P/E

34.3x

↑

EV/EBITDA

20.0x

↑

ROE

14.7%

↑

Gross Margin

32.1%

↑

Debt/Equity

1.15

↑
52-Week Range$4011
$3288$4440

TradingView lightweight chart

LT.NS price, volumen y niveles de valoración

Último $4,077Periodo +9981.5%
Fair value: $4,011

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

+16.1%

FCF CAGR

-13.8%

FCF margin

4.2%

FCF / Net income

0.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.84T · net income $160.84B · FCF $119.32B

2023-FY → 2026-FY

Gross margin

32.1%-3.7% pts

Operating margin

9.5%-1.2% pts

Net margin

5.7%-0.1% pts

FCF margin

4.2%-6.1% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$2842.25B$2842.25B$2542.09B$2191.16B$1816.61B
Net Income$160.84B$160.84B$150.37B$130.59B$104.71B
EBITDA$331.67B$331.67B$310.08B$277.28B$236.71B
EPS116.88116.88109.2893.8874.45
Gross Margin32.1%32.1%32.7%33.3%35.8%
Operating Margin9.5%9.5%10.4%9.9%10.7%
Net Margin5.7%5.7%5.9%6.0%5.8%
Balance Sheet
Debt/Equity1.151.151.361.351.35
Current Ratio1.251.25———
Cash Flow
Free Cash Flow$119.32B$119.32B$47.33B$137.50B$186.33B
Returns
ROE14.7%14.7%15.4%15.1%11.7%
Valuation
P/E34.2834.2829.8339.8730.55
EV/EBITDA19.9619.9618.3422.5417.89
P/B5.055.054.596.033.58
Growth & Yield
Revenue Growth11.8%11.8%16.0%20.6%—
EPS Growth7.0%7.0%16.4%26.1%—
Dividend Yield0.9%0.9%———

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

44.9%

muy exigente

EPS terminal req.

$355.89

Spread vs growth

-38.0%

5Y implied EPS CAGR

29.8%

muy exigente

EPS terminal req.

$430.63

Spread vs growth

-22.8%

10Y implied EPS CAGR

19.5%

exigente

EPS terminal req.

$693.53

Spread vs growth

-12.5%

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 +12.9%

Total return

+12.9%

Start / end P/E

33.3x → 34.9x

EPS bridge

109.28 → 116.88

Residual

+0.3%

EPS growth+7.0%
Multiple rerating+4.7%
Dividend+0.9%
Residual / FX / buybacks / cross-term+0.3%

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.