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LUMAXTECH.BO$1744.35-0.86%
Fair $1744.35+0.0%

LUMAXTECH.BO

Lumax Auto Technologies Limited

Consumer Cyclical / Auto PartsBSE

$1744.35

-15.05 (-0.86%)

Fairly Valued+0.0%Fair Value $1744.35Fund rank 33/100 · Data gapFallback financials|
SA 62/B
F-Score: 7/9

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 $1.6B · quality 65.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 71/100Data 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

7/9

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 · LUMAXTECH.BOLocal privado en este navegador · Lumax Auto Technologies 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

$118.9B

P/E

56.1x

↑

EV/EBITDA

18.9x

↑

ROE

23.0%

↑

Gross Margin

35.8%

↑

Debt/Equity

1.02

↑
52-Week Range$1744
$661$1899

TradingView lightweight chart

LUMAXTECH.BO price, volumen y niveles de valoración

Último $1,744Periodo +8266.2%
Fair value: $1,744

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

+39.7%

FCF CAGR

+58.2%

FCF margin

4.4%

FCF / Net income

0.76x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $48.70B · net income $2.79B · FCF $2.13B

2023-FY → 2026-FY

Gross margin

35.8%+8.1% pts

Operating margin

9.8%+1.3% pts

Net margin

5.7%+0.5% pts

FCF margin

4.4%+1.4% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$48.70B$48.70B$36.37B$27.61B$17.86B
Net Income$2.79B$2.79B$1.78B$1.30B$928.8M
EBITDA$6.90B$6.90B$5.16B$4.13B$2.15B
EPS40.9140.9126.0819.1013.63
Gross Margin35.8%35.8%35.5%32.0%27.7%
Operating Margin9.8%9.8%9.2%9.4%8.6%
Net Margin5.7%5.7%4.9%4.7%5.2%
Balance Sheet
Debt/Equity1.021.020.971.031.00
Current Ratio1.011.01———
Cash Flow
Free Cash Flow$2.13B$2.13B$1.10B$1.62B$537.4M
Returns
ROE23.0%23.0%19.0%16.5%14.0%
Valuation
P/E56.1156.1120.3924.9921.03
EV/EBITDA18.8918.898.649.7111.81
P/B9.829.823.884.122.95
Growth & Yield
Revenue Growth33.9%33.9%31.7%54.6%—
EPS Growth56.9%56.9%36.5%40.1%—
Dividend Yield0.4%0.4%———

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

55.8%

muy exigente

EPS terminal req.

$154.78

Spread vs growth

1.0%

5Y implied EPS CAGR

35.6%

muy exigente

EPS terminal req.

$187.29

Spread vs growth

21.3%

10Y implied EPS CAGR

22.1%

exigente

EPS terminal req.

$301.63

Spread vs growth

34.7%

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 +156.7%

Total return

+156.7%

Start / end P/E

26.1x → 42.6x

EPS bridge

26.08 → 40.91

Residual

+36.1%

EPS growth+56.9%
Multiple rerating+63.4%
Dividend+0.4%
Residual / FX / buybacks / cross-term+36.1%

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.