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v0.1
RUPA.BO$158.80-0.09%
Fair $158.80+0.0%

RUPA.BO

Rupa & Company Limited

Consumer Cyclical / Apparel ManufacturingBSE

$158.80

-0.15 (-0.09%)

Fairly Valued+0.0%Fair Value $158.80Fund rank 36/100 · Data gapFallback financials|
SA 45/C
F-Score: 2/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $508.3M · quality 71.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 67/100Data 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

45/100

C

Piotroski

2/9

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 · RUPA.BOLocal privado en este navegador · Rupa & Company 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

$12.6B

P/E

17.4x

↑

EV/EBITDA

11.4x

↑

ROE

6.8%

↑

Gross Margin

28.6%

↓

Debt/Equity

0.24

↓
52-Week Range$159
$110$233

TradingView lightweight chart

RUPA.BO price, volumen y niveles de valoración

Último $158.80Periodo -21.4%
Fair value: $158.80

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

+3.3%

FCF CAGR

-37.8%

FCF margin

3.0%

FCF / Net income

0.51x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $12.54B · net income $724.9M · FCF $371.8M

2023-FY → 2026-FY

Gross margin

28.6%-18.0% pts

Operating margin

8.0%+1.3% pts

Net margin

5.8%+1.1% pts

FCF margin

3.0%-10.6% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$12.54B$12.54B$12.34B$12.11B$11.37B
Net Income$724.9M$724.9M$832.9M$697.8M$537.3M
EBITDA$1.33B$1.33B$1.48B$1.34B$1.05B
EPS9.129.1210.478.776.76
Gross Margin28.6%28.6%29.1%48.8%46.6%
Operating Margin8.0%8.0%9.4%8.5%6.7%
Net Margin5.8%5.8%6.7%5.8%4.7%
Balance Sheet
Debt/Equity0.240.240.230.250.28
Current Ratio2.592.59———
Cash Flow
Free Cash Flow$371.8M$371.8M$508.3M$1.46B$1.54B
Returns
ROE6.8%6.8%8.2%7.3%5.9%
Valuation
P/E17.4117.4118.0529.7532.58
EV/EBITDA11.4311.4311.6117.1419.05
P/B1.181.181.482.171.92
Growth & Yield
Revenue Growth1.6%1.6%1.9%6.4%—
EPS Growth-12.9%-12.9%19.4%29.7%—
Dividend Yield1.9%1.9%———

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

15.6%

exigente

EPS terminal req.

$14.09

Spread vs growth

-28.5%

5Y implied EPS CAGR

13.3%

razonable

EPS terminal req.

$17.05

Spread vs growth

-26.2%

10Y implied EPS CAGR

11.7%

razonable

EPS terminal req.

$27.46

Spread vs growth

-24.5%

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 -23.0%

Total return

-23.0%

Start / end P/E

20.2x → 17.4x

EPS bridge

10.47 → 9.12

Residual

+1.8%

EPS growth-12.9%
Multiple rerating-13.7%
Dividend+1.9%
Residual / FX / buybacks / cross-term+1.8%

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.