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SANINFRA.BO$58.49-4.99%
Fair $58.49+0.0%

SANINFRA.BO

Sanmit Infra Limited

Energy / Oil & Gas Refining & MarketingBSE

$58.49

-3.07 (-4.99%)

Fairly Valued+0.0%Fair Value $58.49Fund rank 27/100 · Data gapFallback financials|
SA 40/C
F-Score: 5/9
Low Profitability

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 19%

FCF escenarios

weak_data · normalized FCF $15.0M · quality 47.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

40/100

C

Piotroski

5/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 4.4%, below the 5% threshold
Thesis & Journal · SANINFRA.BOLocal privado en este navegador · Sanmit Infra 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

$924M

P/E

48.7x

↑

EV/EBITDA

16.5x

↑

ROE

4.4%

↑

Gross Margin

3.5%

↓

Debt/Equity

0.24

↓
52-Week Range$58
$49$120

TradingView lightweight chart

SANINFRA.BO price, volumen y niveles de valoración

Último $58.49Periodo -92.8%
Fair value: $58.49

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

-0.8%

FCF CAGR

—

FCF margin

2.1%

FCF / Net income

1.91x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.43B · net income $15.6M · FCF $29.8M

2022-FY → 2025-FY

Gross margin

3.5%-6.2% pts

Operating margin

2.1%-3.1% pts

Net margin

1.1%-3.3% pts

FCF margin

2.1%+7.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.43B$1.43B$942.2M$1.40B$1.46B
Net Income$15.6M$15.6M$44.7M$51.7M$64.1M
EBITDA$61.1M$61.1M$90.2M$80.5M$96.7M
EPS1.001.002.803.304.60
Gross Margin3.5%3.5%11.1%5.3%9.7%
Operating Margin2.1%2.1%7.5%2.7%5.2%
Net Margin1.1%1.1%4.7%3.7%4.4%
Balance Sheet
Debt/Equity0.240.240.270.260.31
Current Ratio2.802.80———
Cash Flow
Free Cash Flow$29.8M$29.8M$10.5M$15.0M$-84.4M
Returns
ROE4.4%4.4%12.5%16.3%23.6%
Valuation
P/E48.7448.7448.04237.0087.21
EV/EBITDA16.4516.4524.61154.6058.20
P/B2.592.595.9638.9120.44
Growth & Yield
Revenue Growth51.7%51.7%-32.6%-4.5%—
EPS Growth-64.3%-64.3%-15.2%-28.3%—

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

73.1%

muy exigente

EPS terminal req.

$5.19

Spread vs growth

-137.4%

5Y implied EPS CAGR

44.4%

muy exigente

EPS terminal req.

$6.28

Spread vs growth

-108.7%

10Y implied EPS CAGR

26.0%

muy exigente

EPS terminal req.

$10.11

Spread vs growth

-90.3%

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 -42.2%

Total return

-42.2%

Start / end P/E

36.1x → 58.5x

EPS bridge

2.80 → 1.00

Residual

-39.7%

EPS growth-64.3%
Multiple rerating+61.8%
Dividend+0.0%
Residual / FX / buybacks / cross-term-39.7%

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.