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RAJRILTD.NS$20.00-1.96%
Fair $20.00+0.0%

RAJRILTD.NS

Raj Rayon Industries Limited

Consumer Cyclical / Textile ManufacturingNSE

$20.00

-0.40 (-1.96%)

Fairly Valued+0.0%Fair Value $20.00Fund rank 20/100 · Data gapFallback financials|
SA 33/D
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 14%

FCF escenarios

weak_data · normalized FCF $-135.6M · quality 25.7/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data 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

33/100

D

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 · RAJRILTD.NSLocal privado en este navegador · Raj Rayon Industries 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

$11.3B

P/E

48.8x

↑

EV/EBITDA

19.3x

↑

ROE

21.7%

↑

Gross Margin

20.8%

↓

Debt/Equity

1.42

↑
52-Week Range$20
$19$32

TradingView lightweight chart

RAJRILTD.NS price, volumen y niveles de valoración

Último $20.00Periodo -96.1%
Fair value: $20.00

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

+104.9%

FCF CAGR

—

FCF margin

6.0%

FCF / Net income

2.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $11.80B · net income $339.9M · FCF $712.7M

2023-FY → 2026-FY

Gross margin

20.8%+13.6% pts

Operating margin

3.8%+12.4% pts

Net margin

2.9%+11.9% pts

FCF margin

6.0%+108.1% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$11.80B$11.80B$8.49B$7.45B$1.37B
Net Income$339.9M$339.9M$138.1M$40.4M$-123.8M
EBITDA$686.0M$686.0M$342.8M$300.9M$18.2M
EPS0.420.420.170.07-0.22
Gross Margin20.8%20.8%18.5%6.5%7.2%
Operating Margin3.8%3.8%2.0%2.1%-8.5%
Net Margin2.9%2.9%1.6%0.5%-9.0%
Balance Sheet
Debt/Equity1.421.421.941.631.21
Current Ratio0.860.86———
Cash Flow
Free Cash Flow$712.7M$712.7M$-685.3M$-135.6M$-1.40B
Returns
ROE21.7%21.7%11.3%3.7%-11.9%
Valuation
P/E48.7848.78128.82307.41—
EV/EBITDA19.3119.3141.9746.931913.34
P/B7.127.129.8811.4932.14
Growth & Yield
Revenue Growth38.9%38.9%14.0%443.0%—
EPS Growth147.1%147.1%133.8%132.7%—

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

61.7%

muy exigente

EPS terminal req.

$1.77

Spread vs growth

85.4%

5Y implied EPS CAGR

38.6%

muy exigente

EPS terminal req.

$2.15

Spread vs growth

108.5%

10Y implied EPS CAGR

23.5%

exigente

EPS terminal req.

$3.46

Spread vs growth

123.6%

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 -23.4%

Total return

-23.4%

Start / end P/E

153.5x → 47.6x

EPS bridge

0.17 → 0.42

Residual

-101.4%

EPS growth+147.1%
Multiple rerating-69.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term-101.4%

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.