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MALPANI.BO$75.20+7.43%
Fair $75.20+0.0%

MALPANI.BO

Malpani Pipes and Fittings Limited

Basic Materials / Specialty ChemicalsBSE

$75.20

+5.20 (+7.43%)

Fairly Valued+0.0%Fair Value $75.20Fund rank 27/100 · Data gapFallback financials|
SA 65/B
F-Score: 4/9

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 33% · confianza 23%

FCF escenarios

weak_data · normalized FCF $-121.0M · quality 66.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 32/100Data 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

65/100

B

Piotroski

4/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · MALPANI.BOLocal privado en este navegador · Malpani Pipes and Fittings 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

$810M

P/E

8.6x

↓

EV/EBITDA

6.1x

↓

ROE

17.3%

↑

Gross Margin

13.2%

↓

Debt/Equity

0.64

↑
52-Week Range$75
$57$88

TradingView lightweight chart

MALPANI.BO price, volumen y niveles de valoración

Último $75.20Periodo -10.5%
Fair value: $75.20

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

+59.2%

FCF CAGR

—

FCF margin

-14.4%

FCF / Net income

-2.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.40B · net income $80.7M · FCF $-202.1M

2022-FY → 2025-FY

Gross margin

13.2%+3.5% pts

Operating margin

9.6%+4.8% pts

Net margin

5.7%+3.2% pts

FCF margin

-14.4%-2.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.40B$1.40B$1.41B$823.4M$348.1M
Net Income$80.7M$80.7M$73.7M$20.8M$8.9M
EBITDA$152.3M$152.3M$132.6M$44.2M$17.8M
EPS9.689.686.831.930.83
Gross Margin13.2%13.2%12.0%8.3%9.7%
Operating Margin9.6%9.6%9.0%4.9%4.8%
Net Margin5.7%5.7%5.2%2.5%2.6%
Balance Sheet
Debt/Equity0.640.642.043.362.39
Current Ratio1.911.91———
Cash Flow
Free Cash Flow$-202.1M$-202.1M$-121.0M$-69.3M$-42.5M
Returns
ROE17.3%17.3%49.6%35.7%23.7%
Valuation
P/E8.588.58———
EV/EBITDA6.056.05———
P/B1.341.34———
Growth & Yield
Revenue Growth-0.4%-0.4%71.2%136.5%—
EPS Growth41.6%41.6%254.1%133.6%—

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

-11.7%

fácil

EPS terminal req.

$6.67

Spread vs growth

53.3%

5Y implied EPS CAGR

-3.6%

fácil

EPS terminal req.

$8.07

Spread vs growth

45.2%

10Y implied EPS CAGR

3.0%

fácil

EPS terminal req.

$13.00

Spread vs growth

38.6%

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 +15.7%

Total return

+15.7%

Start / end P/E

9.5x → 7.8x

EPS bridge

6.83 → 9.68

Residual

-7.6%

EPS growth+41.6%
Multiple rerating-18.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-7.6%

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.