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MANORAMA.NS$1437.90-1.84%
Fair $1437.90+0.0%

MANORAMA.NS

Manorama Industries Limited

Consumer Defensive / Packaged FoodsNSE

$1437.90

-26.70 (-1.84%)

Fairly Valued+0.0%Fair Value $1437.90Fund rank 24/100 · Data gapFallback financials|
SA 51/C
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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-887.2M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

51/100

C

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 · MANORAMA.NSLocal privado en este navegador · Manorama 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

$85.9B

P/E

40.0x

↑

EV/EBITDA

24.7x

↑

ROE

32.0%

↑

Gross Margin

45.6%

↑

Debt/Equity

0.53

↑
52-Week Range$1438
$1061$1760

TradingView lightweight chart

MANORAMA.NS price, volumen y niveles de valoración

Último $1,426Periodo +595.2%
Fair value: $1,438

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

+57.7%

FCF CAGR

+190.6%

FCF margin

14.3%

FCF / Net income

0.91x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.67B · net income $2.15B · FCF $1.96B

2023-FY → 2026-FY

Gross margin

45.6%+8.1% pts

Operating margin

23.8%+10.7% pts

Net margin

15.7%+7.2% pts

FCF margin

14.3%+12.0% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$13.67B$13.67B$7.71B$4.56B$3.48B
Net Income$2.15B$2.15B$1.10B$401.1M$297.8M
EBITDA$3.62B$3.62B$2.07B$854.1M$617.6M
EPS35.9935.9918.356.724.99
Gross Margin45.6%45.6%48.4%44.1%37.6%
Operating Margin23.8%23.8%21.3%13.1%13.1%
Net Margin15.7%15.7%14.2%8.8%8.6%
Balance Sheet
Debt/Equity0.530.531.051.030.37
Current Ratio1.951.95———
Cash Flow
Free Cash Flow$1.96B$1.96B$-887.2M$-1.93B$79.7M
Returns
ROE32.0%32.0%23.9%11.9%10.0%
Valuation
P/E40.0040.0054.3266.2540.66
EV/EBITDA24.7024.7031.0635.1421.34
P/B12.7812.7812.977.884.05
Growth & Yield
Revenue Growth77.3%77.3%69.1%30.9%—
EPS Growth96.1%96.1%173.1%34.7%—
Dividend Yield0.0%0.0%———

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

52.5%

muy exigente

EPS terminal req.

$127.59

Spread vs growth

43.7%

5Y implied EPS CAGR

33.8%

muy exigente

EPS terminal req.

$154.38

Spread vs growth

62.3%

10Y implied EPS CAGR

21.3%

exigente

EPS terminal req.

$248.64

Spread vs growth

74.8%

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 +3.8%

Total return

+3.8%

Start / end P/E

74.9x → 39.6x

EPS bridge

18.35 → 35.99

Residual

-45.3%

EPS growth+96.1%
Multiple rerating-47.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term-45.3%

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.