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v0.1
NECCLTD.NS$15.28-1.10%
Fair $15.28+0.0%

NECCLTD.NS

North Eastern Carrying Corporation Limited

Industrials / TruckingNSE

$15.28

-0.17 (-1.10%)

Fairly Valued+0.0%Fair Value $15.28Fund rank 26/100 · Data gapFallback financials|
SA 42/C
F-Score: 5/9
Low Profitability

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 21%

FCF escenarios

weak_data · normalized FCF $-258.8M · quality 59.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

42/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is 4.7%, below the 5% threshold
Thesis & Journal · NECCLTD.NSLocal privado en este navegador · North Eastern Carrying Corporation 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

$1.5B

P/E

16.8x

↑

EV/EBITDA

10.8x

↑

ROE

4.7%

↓

Gross Margin

8.8%

↓

Debt/Equity

0.48

↑
52-Week Range$15
$11$27

TradingView lightweight chart

NECCLTD.NS price, volumen y niveles de valoración

Último $15.24Periodo -65.8%
Fair value: $15.28

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

+9.5%

FCF CAGR

—

FCF margin

-7.9%

FCF / Net income

-2.52x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.29B · net income $102.5M · FCF $-258.8M

2022-FY → 2025-FY

Gross margin

8.8%+1.3% pts

Operating margin

6.1%+1.5% pts

Net margin

3.1%+1.4% pts

FCF margin

-7.9%-2.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.29B$3.29B$3.35B$3.06B$2.50B
Net Income$102.5M$102.5M$80.2M$57.7M$42.6M
EBITDA$224.8M$224.8M$216.6M$195.6M$151.4M
EPS1.031.030.841.150.79
Gross Margin8.8%8.8%8.1%8.1%7.5%
Operating Margin6.1%6.1%5.4%5.6%4.6%
Net Margin3.1%3.1%2.4%1.9%1.7%
Balance Sheet
Debt/Equity0.480.480.531.141.02
Current Ratio2.632.63———
Cash Flow
Free Cash Flow$-258.8M$-258.8M$-490.7M$-180.1M$-133.3M
Returns
ROE4.7%4.7%4.1%5.5%4.3%
Valuation
P/E16.7916.7934.3515.3339.03
EV/EBITDA10.7710.7716.5010.1917.13
P/B0.690.691.420.841.68
Growth & Yield
Revenue Growth-1.9%-1.9%9.5%22.2%—
EPS Growth22.6%22.6%-27.0%46.0%—

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

9.6%

razonable

EPS terminal req.

$1.36

Spread vs growth

13.0%

5Y implied EPS CAGR

9.8%

razonable

EPS terminal req.

$1.64

Spread vs growth

12.9%

10Y implied EPS CAGR

9.9%

razonable

EPS terminal req.

$2.64

Spread vs growth

12.7%

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 -38.1%

Total return

-38.1%

Start / end P/E

29.3x → 14.8x

EPS bridge

0.84 → 1.03

Residual

-11.2%

EPS growth+22.6%
Multiple rerating-49.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-11.2%

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.