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SALZERELEC.NS$600.55+0.00%
Fair $600.55+0.0%

SALZERELEC.NS

Salzer Electronics Limited

Industrials / Electrical Equipment & PartsNSE

$600.55

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $600.55Fund rank 24/100 · Data gapFallback financials|
SA 34/D
F-Score: 3/9

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 $-232.2M · quality 45.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

34/100

D

Piotroski

3/9

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 · SALZERELEC.NSLocal privado en este navegador · Salzer Electronics 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

$10.6B

P/E

20.1x

↑

EV/EBITDA

10.7x

↑

ROE

8.9%

↑

Gross Margin

23.2%

↓

Debt/Equity

0.90

↑
52-Week Range$601
$489$1013

TradingView lightweight chart

SALZERELEC.NS price, volumen y niveles de valoración

Último $600.55Periodo +149.8%
Fair value: $600.55

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

+19.3%

FCF CAGR

—

FCF margin

-1.0%

FCF / Net income

-0.33x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $17.58B · net income $529.4M · FCF $-172.1M

2023-FY → 2026-FY

Gross margin

23.2%+1.4% pts

Operating margin

6.8%-1.0% pts

Net margin

3.0%-0.7% pts

FCF margin

-1.0%+0.5% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$17.58B$17.58B$14.18B$11.64B$10.35B
Net Income$529.4M$529.4M$460.3M$458.8M$387.1M
EBITDA$1.49B$1.49B$1.39B$1.19B$872.4M
EPS29.9429.9435.2125.9421.90
Gross Margin23.2%23.2%25.1%23.9%21.8%
Operating Margin6.8%6.8%7.8%8.5%7.8%
Net Margin3.0%3.0%3.2%3.9%3.7%
Balance Sheet
Debt/Equity0.900.900.770.660.69
Current Ratio1.411.41———
Cash Flow
Free Cash Flow$-172.1M$-172.1M$-809.6M$-232.2M$-151.3M
Returns
ROE8.9%8.9%8.5%9.7%9.5%
Valuation
P/E20.0720.0729.8732.2913.54
EV/EBITDA10.7210.7214.7215.059.15
P/B1.791.793.003.131.29
Growth & Yield
Revenue Growth24.0%24.0%21.8%12.5%—
EPS Growth-15.0%-15.0%35.7%18.4%—
Dividend Yield0.4%0.4%———

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

21.2%

exigente

EPS terminal req.

$53.29

Spread vs growth

-36.2%

5Y implied EPS CAGR

16.6%

exigente

EPS terminal req.

$64.48

Spread vs growth

-31.5%

10Y implied EPS CAGR

13.2%

razonable

EPS terminal req.

$103.84

Spread vs growth

-28.2%

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 -34.7%

Total return

-34.7%

Start / end P/E

26.3x → 20.1x

EPS bridge

35.21 → 29.94

Residual

+3.6%

EPS growth-15.0%
Multiple rerating-23.7%
Dividend+0.4%
Residual / FX / buybacks / cross-term+3.6%

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.