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MSL.BO$126.00-1.68%
Fair $126.00+0.0%

MSL.BO

Mangalam Seeds Limited

Basic Materials / Agricultural InputsBSE

$126.00

-2.15 (-1.68%)

Fairly Valued+0.0%Fair Value $126.00Fund rank 22/100 · Data gapFallback financials|
SA 35/D
F-Score: 2/9

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 $-95.3M · quality 38.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data 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

35/100

D

Piotroski

2/9

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 · MSL.BOLocal privado en este navegador · Mangalam Seeds 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

$1.4B

P/E

13.3x

↓

EV/EBITDA

11.1x

↑

ROE

12.9%

↑

Gross Margin

29.3%

↑

Debt/Equity

0.81

↑
52-Week Range$126
$103$190

TradingView lightweight chart

MSL.BO price, volumen y niveles de valoración

Último $126.00Periodo +336.4%
Fair value: $126.00

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

+36.2%

FCF CAGR

—

FCF margin

-9.2%

FCF / Net income

-0.93x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.03B · net income $102.9M · FCF $-95.3M

2022-FY → 2025-FY

Gross margin

29.3%-6.5% pts

Operating margin

16.0%-2.2% pts

Net margin

10.0%-2.7% pts

FCF margin

-9.2%+9.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.03B$1.03B$1.12B$653.7M$408.5M
Net Income$102.9M$102.9M$131.8M$110.7M$51.7M
EBITDA$181.8M$181.8M$201.3M$160.0M$82.6M
EPS9.379.3712.0110.084.71
Gross Margin29.3%29.3%29.4%40.0%35.8%
Operating Margin16.0%16.0%17.0%22.9%18.1%
Net Margin10.0%10.0%11.7%16.9%12.7%
Balance Sheet
Debt/Equity0.810.810.820.310.39
Cash Flow
Free Cash Flow$-95.3M$-95.3M$-318.6M$31.1M$-77.8M
Returns
ROE12.9%12.9%18.9%19.6%11.4%
Valuation
P/E13.3113.3124.4516.2118.73
EV/EBITDA11.0911.0918.4912.0613.53
P/B1.731.734.623.172.13
Growth & Yield
Revenue Growth-8.2%-8.2%71.9%60.0%—
EPS Growth-22.0%-22.0%19.1%114.0%—

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

6.1%

razonable

EPS terminal req.

$11.18

Spread vs growth

-28.0%

5Y implied EPS CAGR

7.6%

razonable

EPS terminal req.

$13.53

Spread vs growth

-29.6%

10Y implied EPS CAGR

8.8%

razonable

EPS terminal req.

$21.79

Spread vs growth

-30.8%

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 -27.7%

Total return

-27.7%

Start / end P/E

14.5x → 13.4x

EPS bridge

12.01 → 9.37

Residual

+1.6%

EPS growth-22.0%
Multiple rerating-7.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term+1.6%

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.