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RELIGARE.NS$235.73+0.05%
Fair $235.73+0.0%

RELIGARE.NS

Religare Enterprises Limited

Financial Services / Insurance - LifeNSE

$235.73

+0.12 (+0.05%)

Fairly Valued+0.0%Fair Value $235.73Fund rank 36/100 · Data gapFallback financials|
SA 53/C
F-Score: 4/9
Low Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 18.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 64/100Data 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

53/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. ROE is 3.0%, below the 5% threshold
Thesis & Journal · RELIGARE.NSLocal privado en este navegador · Religare 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

$78.5B

P/E

91.0x

↑

EV/EBITDA

45.4x

↑

ROE

3.0%

↓

Gross Margin

67.3%

↑

Debt/Equity

0.17

↓
52-Week Range$236
$197$295

TradingView lightweight chart

RELIGARE.NS price, volumen y niveles de valoración

Último $235.73Periodo -54.8%
Fair value: $235.73

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

+31.6%

FCF CAGR

+7.2%

FCF margin

21.5%

FCF / Net income

21.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $84.09B · net income $859.6M · FCF $18.07B

2023-FY → 2026-FY

Gross margin

67.3%— pts

Operating margin

1.1%— pts

Net margin

1.0%-1.3% pts

FCF margin

21.5%-18.2% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$84.09B$84.09B$73.29B$8.38B$36.93B
Net Income$859.6M$859.6M$1.25B$2.33B$869.3M
EBITDA$1.70B$1.70B$3.42B$6.10B$39.41B
EPS2.592.593.787.0794.67
Gross Margin67.3%67.3%65.3%-152.7%—
Operating Margin1.1%1.1%3.5%16.9%—
Net Margin1.0%1.0%1.7%27.8%2.4%
Balance Sheet
Debt/Equity0.170.170.090.190.37
Current Ratio0.840.84———
Cash Flow
Free Cash Flow$18.07B$18.07B$14.99B$14.78B$14.66B
Returns
ROE3.0%3.0%5.0%9.9%4.2%
Valuation
P/E91.0291.0259.2432.231.59
EV/EBITDA45.4345.4321.3612.671.35
P/B2.692.692.933.202.38
Growth & Yield
Revenue Growth14.7%14.7%774.9%-77.3%—
EPS Growth-31.5%-31.5%-46.5%-92.5%—

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

100.6%

muy exigente

EPS terminal req.

$20.92

Spread vs growth

-132.1%

5Y implied EPS CAGR

57.8%

muy exigente

EPS terminal req.

$25.31

Spread vs growth

-89.2%

10Y implied EPS CAGR

31.7%

muy exigente

EPS terminal req.

$40.76

Spread vs growth

-63.2%

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 +1.2%

Total return

+1.2%

Start / end P/E

61.6x → 91.0x

EPS bridge

3.78 → 2.59

Residual

-15.0%

EPS growth-31.5%
Multiple rerating+47.7%
Dividend+0.0%
Residual / FX / buybacks / cross-term-15.0%

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.