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LUXIND.BO$1414.20-3.75%
Fair $1414.20+0.0%

LUXIND.BO

Lux Industries Limited

Consumer Cyclical / Apparel ManufacturingBSE

$1414.20

-53.75 (-3.75%)

Fairly Valued+0.0%Fair Value $1414.20Fund rank 25/100 · Data gapFallback financials|
SA 41/C
F-Score: 1/9

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 17%

FCF escenarios

weak_data · normalized FCF $-1.2B · quality 41.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

1/9

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 · LUXIND.BOLocal privado en este navegador · Lux 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

$42.5B

P/E

41.0x

↑

EV/EBITDA

23.3x

↑

ROE

5.7%

↑

Gross Margin

29.2%

↑

Debt/Equity

0.34

↓
52-Week Range$1414
$805$1838

TradingView lightweight chart

LUXIND.BO price, volumen y niveles de valoración

Último $1,380Periodo +82.5%
Fair value: $1,414

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

+7.2%

FCF CAGR

—

FCF margin

-7.0%

FCF / Net income

-1.96x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $29.15B · net income $1.04B · FCF $-2.04B

2023-FY → 2026-FY

Gross margin

29.2%-18.1% pts

Operating margin

5.1%-3.0% pts

Net margin

3.6%-2.4% pts

FCF margin

-7.0%-11.1% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$29.15B$29.15B$25.70B$23.14B$23.64B
Net Income$1.04B$1.04B$1.65B$1.30B$1.42B
EBITDA$2.05B$2.05B$2.66B$2.13B$2.32B
EPS34.5234.5254.9743.0747.23
Gross Margin29.2%29.2%31.4%52.6%47.3%
Operating Margin5.1%5.1%8.2%7.6%8.1%
Net Margin3.6%3.6%6.4%5.6%6.0%
Balance Sheet
Debt/Equity0.340.340.180.130.18
Current Ratio2.182.18———
Cash Flow
Free Cash Flow$-2.04B$-2.04B$-1.17B$2.08B$964.7M
Returns
ROE5.7%5.7%9.6%8.3%9.8%
Valuation
P/E40.9940.9924.7727.6125.76
EV/EBITDA23.2923.2916.5017.5016.84
P/B2.322.322.372.282.52
Growth & Yield
Revenue Growth13.4%13.4%11.1%-2.1%—
EPS Growth-37.2%-37.2%27.6%-8.8%—
Dividend Yield0.1%0.1%———

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

53.8%

muy exigente

EPS terminal req.

$125.49

Spread vs growth

-91.0%

5Y implied EPS CAGR

34.5%

muy exigente

EPS terminal req.

$151.84

Spread vs growth

-71.7%

10Y implied EPS CAGR

21.6%

exigente

EPS terminal req.

$244.54

Spread vs growth

-58.8%

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 -11.8%

Total return

-11.8%

Start / end P/E

28.5x → 40.0x

EPS bridge

54.97 → 34.52

Residual

-15.0%

EPS growth-37.2%
Multiple rerating+40.3%
Dividend+0.1%
Residual / FX / buybacks / cross-term-15.0%

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.