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NORTHARC.NS$287.40+3.36%
Fair $287.40+0.0%

NORTHARC.NS

Northern Arc Capital Limited

Financial Services / Credit ServicesNSE

$287.40

+9.35 (+3.36%)

Fairly Valued+0.0%Fair Value $287.40Fund rank 19/100 · Data gapFallback financials|
SA 52/C
F-Score: 3/9
High Debt

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 46.0/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

52/100

C

Piotroski

3/9

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); financial Book/ROE targets are disabled until manually verified. Debt-to-Equity ratio is 3.15, above the 2.0 threshold
Thesis & Journal · NORTHARC.NSLocal privado en este navegador · Northern Arc Capital 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

$46.4B

P/E

11.6x

↓

EV/EBITDA

20.7x

↑

ROE

10.4%

↑

Gross Margin

39.2%

↓

Debt/Equity

3.15

↑
52-Week Range$287
$195$322

TradingView lightweight chart

NORTHARC.NS price, volumen y niveles de valoración

Último $287.40Periodo -11.1%
Fair value: $287.40

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

+34.5%

FCF CAGR

—

FCF margin

-61.5%

FCF / Net income

-3.83x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $25.30B · net income $4.06B · FCF $-15.56B

2023-FY → 2026-FY

Gross margin

39.2%+15.9% pts

Operating margin

31.1%+20.8% pts

Net margin

16.0%-7.2% pts

FCF margin

-61.5%+63.0% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$25.30B$25.30B$22.69B$16.26B$10.41B
Net Income$4.06B$4.06B$3.05B$3.08B$2.42B
EBITDA$8.05B$8.05B$7.24B$4.38B$3.34B
EPS——20.0319.1115.01
Gross Margin39.2%39.2%38.2%30.7%23.2%
Operating Margin31.1%31.1%31.1%17.7%10.3%
Net Margin16.0%16.0%13.4%19.0%23.3%
Balance Sheet
Debt/Equity3.153.152.873.913.60
Current Ratio46.2646.26———
Cash Flow
Free Cash Flow$-15.56B$-15.56B$-10.65B$-21.48B$-12.96B
Returns
ROE10.4%10.4%8.9%13.3%12.4%
Valuation
P/E11.5711.578.77——
EV/EBITDA20.7220.7216.86——
P/B1.191.190.78——
Growth & Yield
Revenue Growth11.5%11.5%39.6%56.2%—
EPS Growth——4.8%27.3%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +31.4%

Total return

+31.4%

Start / end P/E

n/dx → n/dx

EPS bridge

20.03 → n/d

Residual

+31.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+31.4%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.