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v0.1
PATELSAI.BO$310.00-5.00%
Fair $310.00+0.0%

PATELSAI.BO

Patels Airtemp (India) Limited

Industrials / Specialty Industrial MachineryBSE

$310.00

-16.30 (-5.00%)

Fairly Valued+0.0%Fair Value $310.00Fund rank 26/100 · Data gapFallback financials|
SA 54/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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $87.5M · quality 44.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

54/100

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 · PATELSAI.BOLocal privado en este navegador · Patels Airtemp (India) 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

$1.7B

P/E

16.0x

↓

EV/EBITDA

6.2x

↓

ROE

10.5%

↑

Gross Margin

30.5%

↑

Debt/Equity

0.57

↑
52-Week Range$310
$180$527

TradingView lightweight chart

PATELSAI.BO price, volumen y niveles de valoración

Último $310.00Periodo +9293.9%
Fair value: $310.00

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

+9.1%

FCF CAGR

—

FCF margin

9.6%

FCF / Net income

2.26x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.88B · net income $165.1M · FCF $372.7M

2022-FY → 2025-FY

Gross margin

30.5%-3.0% pts

Operating margin

8.2%-0.2% pts

Net margin

4.3%+0.1% pts

FCF margin

9.6%+16.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.88B$3.88B$3.71B$2.79B$2.99B
Net Income$165.1M$165.1M$146.9M$111.7M$123.7M
EBITDA$371.4M$371.4M$335.1M$278.3M$269.4M
EPS30.1830.1826.8621.4024.39
Gross Margin30.5%30.5%30.0%34.8%33.4%
Operating Margin8.2%8.2%8.5%9.9%8.5%
Net Margin4.3%4.3%4.0%4.0%4.1%
Balance Sheet
Debt/Equity0.570.570.650.740.79
Cash Flow
Free Cash Flow$372.7M$372.7M$87.5M$9.5M$-199.2M
Returns
ROE10.5%10.5%10.3%8.6%11.2%
Valuation
P/E16.0216.0216.319.9810.27
EV/EBITDA6.256.259.767.027.74
P/B1.081.081.670.861.15
Growth & Yield
Revenue Growth4.6%4.6%32.7%-6.5%—
EPS Growth12.4%12.4%25.5%-12.3%—
Dividend Yield0.9%0.9%———

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

-3.0%

fácil

EPS terminal req.

$27.51

Spread vs growth

15.4%

5Y implied EPS CAGR

2.0%

fácil

EPS terminal req.

$33.28

Spread vs growth

10.4%

10Y implied EPS CAGR

5.9%

razonable

EPS terminal req.

$53.60

Spread vs growth

6.4%

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 -36.1%

Total return

-36.1%

Start / end P/E

18.3x → 10.3x

EPS bridge

26.86 → 30.18

Residual

-5.4%

EPS growth+12.4%
Multiple rerating-44.0%
Dividend+0.9%
Residual / FX / buybacks / cross-term-5.4%

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.