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ORIENTHOT.NS$98.44-2.06%
Fair $98.44+0.0%

ORIENTHOT.NS

Oriental Hotels Limited

Consumer Cyclical / LodgingNSE

$98.44

-2.01 (-2.06%)

Fairly Valued+0.0%Fair Value $98.44Fund rank 35/100 · Data gapFallback financials|
SA 46/C
F-Score: 8/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $290.5M · quality 69.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 61/100Data 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

46/100

C

Piotroski

8/9

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 · ORIENTHOT.NSLocal privado en este navegador · Oriental Hotels 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

$17.6B

P/E

25.9x

↑

EV/EBITDA

13.4x

↑

ROE

8.9%

↑

Gross Margin

68.5%

↑

Debt/Equity

0.17

↓
52-Week Range$98
$80$169

TradingView lightweight chart

ORIENTHOT.NS price, volumen y niveles de valoración

Último $95.54Periodo +1369.8%
Fair value: $98.44

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

+7.8%

FCF CAGR

+9.4%

FCF margin

18.8%

FCF / Net income

1.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.94B · net income $679.5M · FCF $927.9M

2023-FY → 2026-FY

Gross margin

68.5%-1.0% pts

Operating margin

19.8%-3.0% pts

Net margin

13.8%+0.0% pts

FCF margin

18.8%+0.8% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$4.94B$4.94B$4.40B$3.93B$3.95B
Net Income$679.5M$679.5M$392.1M$496.5M$542.6M
EBITDA$1.40B$1.40B$1.13B$1.09B$1.23B
EPS3.803.802.202.783.04
Gross Margin68.5%68.5%67.6%67.8%69.5%
Operating Margin19.8%19.8%17.5%18.9%22.8%
Net Margin13.8%13.8%8.9%12.6%13.8%
Balance Sheet
Debt/Equity0.170.170.270.330.40
Current Ratio0.540.54———
Cash Flow
Free Cash Flow$927.9M$927.9M$290.5M$124.1M$709.3M
Returns
ROE8.9%8.9%5.8%8.0%10.1%
Valuation
P/E25.9125.9164.0148.6526.23
EV/EBITDA13.4113.4123.7223.9513.20
P/B2.312.313.683.912.64
Growth & Yield
Revenue Growth12.3%12.3%11.8%-0.3%—
EPS Growth72.7%72.7%-20.9%-8.6%—
Dividend Yield0.5%0.5%———

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

32.0%

muy exigente

EPS terminal req.

$8.73

Spread vs growth

40.8%

5Y implied EPS CAGR

22.7%

exigente

EPS terminal req.

$10.57

Spread vs growth

50.0%

10Y implied EPS CAGR

16.2%

exigente

EPS terminal req.

$17.02

Spread vs growth

56.5%

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 -37.1%

Total return

-37.1%

Start / end P/E

69.7x → 25.1x

EPS bridge

2.20 → 3.80

Residual

-46.5%

EPS growth+72.7%
Multiple rerating-63.9%
Dividend+0.5%
Residual / FX / buybacks / cross-term-46.5%

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.