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ORICONENT.NS$61.93+1.23%
Fair $61.93+0.0%

ORICONENT.NS

Oricon Enterprises Limited

Consumer Cyclical / Packaging & ContainersNSE

$61.93

+0.79 (+1.23%)

Fairly Valued+0.0%Fair Value $61.93Fund rank 26/100 · Data gapFallback financials|
SA 49/C
F-Score: 6/9

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 22%

FCF escenarios

weak_data · normalized FCF $-562.5M · quality 61.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

49/100

C

Piotroski

6/9

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 · ORICONENT.NSLocal privado en este navegador · Oricon Enterprises 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

$9.8B

P/E

30.8x

↑

EV/EBITDA

37.6x

↑

ROE

11.1%

↑

Gross Margin

23.0%

↓

Debt/Equity

0.01

↓
52-Week Range$62
$40$73

TradingView lightweight chart

ORICONENT.NS price, volumen y niveles de valoración

Último $64.83Periodo +22.9%
Fair value: $61.93

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

-30.3%

FCF CAGR

—

FCF margin

-39.6%

FCF / Net income

-0.48x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.69B · net income $1.39B · FCF $-668.7M

2022-FY → 2025-FY

Gross margin

23.0%-8.6% pts

Operating margin

-17.2%-17.6% pts

Net margin

82.5%+56.9% pts

FCF margin

-39.6%-35.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.69B$1.69B$1.44B$1.44B$4.99B
Net Income$1.39B$1.39B$300.1M$148.6M$1.28B
EBITDA$259.4M$259.4M$344.6M$100.1M$2.17B
EPS8.868.861.910.958.14
Gross Margin23.0%23.0%20.0%39.7%31.5%
Operating Margin-17.2%-17.2%-24.2%-28.7%0.4%
Net Margin82.5%82.5%20.8%10.3%25.6%
Balance Sheet
Debt/Equity0.010.010.100.090.14
Cash Flow
Free Cash Flow$-668.7M$-668.7M$-396.5M$-562.5M$-204.6M
Returns
ROE11.1%11.1%2.6%1.4%11.1%
Valuation
P/E30.8130.8121.7320.324.62
EV/EBITDA37.5637.5622.0838.673.42
P/B0.780.780.550.290.51
Growth & Yield
Revenue Growth16.9%16.9%0.1%-71.1%—
EPS Growth363.9%363.9%101.1%-88.3%—
Dividend Yield0.8%0.8%———

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

-14.7%

fácil

EPS terminal req.

$5.50

Spread vs growth

378.6%

5Y implied EPS CAGR

-5.6%

fácil

EPS terminal req.

$6.65

Spread vs growth

369.5%

10Y implied EPS CAGR

1.9%

fácil

EPS terminal req.

$10.71

Spread vs growth

362.0%

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 +53.6%

Total return

+53.6%

Start / end P/E

22.2x → 7.3x

EPS bridge

1.91 → 8.86

Residual

-244.0%

EPS growth+363.9%
Multiple rerating-67.1%
Dividend+0.8%
Residual / FX / buybacks / cross-term-244.0%

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.