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v0.1
PANACHE.NS$355.20-3.08%
Fair $355.20+0.0%

PANACHE.NS

Panache Digilife Limited

Technology / Communication EquipmentNSE

$355.20

-10.80 (-3.08%)

Fairly Valued+0.0%Fair Value $355.20Fund rank 24/100 · Data gapFallback financials|
SA 57/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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-61.8M · quality 43.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 5/100Data 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

57/100

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 · PANACHE.NSLocal privado en este navegador · Panache Digilife 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

$5.4B

P/E

39.8x

↑

EV/EBITDA

25.9x

↑

ROE

15.7%

↑

Gross Margin

16.9%

↓

Debt/Equity

0.26

↑
52-Week Range$355
$175$472

TradingView lightweight chart

PANACHE.NS price, volumen y niveles de valoración

Último $339.30Periodo +503.7%
Fair value: $355.20

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

+29.5%

FCF CAGR

—

FCF margin

-2.5%

FCF / Net income

-0.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.43B · net income $165.4M · FCF $-61.8M

2023-FY → 2026-FY

Gross margin

16.9%+5.4% pts

Operating margin

10.6%+5.9% pts

Net margin

6.8%+6.1% pts

FCF margin

-2.5%+4.4% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$2.43B$2.43B$1.16B$965.4M$1.12B
Net Income$165.4M$165.4M$68.7M$5.5M$8.2M
EBITDA$259.6M$259.6M$113.3M$45.7M$63.7M
EPS9.069.064.740.390.69
Gross Margin16.9%16.9%16.6%14.7%11.5%
Operating Margin10.6%10.6%8.2%5.7%4.7%
Net Margin6.8%6.8%5.9%0.6%0.7%
Balance Sheet
Debt/Equity0.260.260.321.021.12
Current Ratio1.821.82———
Cash Flow
Free Cash Flow$-61.8M$-61.8M$-169.7M$41.7M$-77.2M
Returns
ROE15.7%15.7%10.4%1.7%2.6%
Valuation
P/E39.8239.8257.97203.8598.26
EV/EBITDA25.9425.9436.8727.9018.29
P/B6.146.146.042.992.59
Growth & Yield
Revenue Growth109.3%109.3%20.3%-13.6%—
EPS Growth91.1%91.1%1115.4%-43.5%—

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

51.5%

muy exigente

EPS terminal req.

$31.52

Spread vs growth

39.6%

5Y implied EPS CAGR

33.3%

muy exigente

EPS terminal req.

$38.14

Spread vs growth

57.8%

10Y implied EPS CAGR

21.1%

exigente

EPS terminal req.

$61.42

Spread vs growth

70.0%

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 +84.5%

Total return

+84.5%

Start / end P/E

38.8x → 37.5x

EPS bridge

4.74 → 9.06

Residual

-3.2%

EPS growth+91.1%
Multiple rerating-3.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-3.2%

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.