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SANTETX.BO$131.95+1.69%
Fair $131.95+0.0%

SANTETX.BO

Sanrhea Technical Textiles Limited

Consumer Cyclical / Textile ManufacturingBSE

$131.95

+2.20 (+1.69%)

Fairly Valued+0.0%Fair Value $131.95Fund rank 26/100 · 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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $9.1M · quality 44.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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 · SANTETX.BOLocal privado en este navegador · Sanrhea Technical Textiles 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

$751M

P/E

14.3x

↓

EV/EBITDA

8.5x

↓

ROE

18.7%

↑

Gross Margin

36.1%

↑

Debt/Equity

0.56

↑
52-Week Range$132
$98$179

TradingView lightweight chart

SANTETX.BO price, volumen y niveles de valoración

Último $132.20Periodo +13253.5%
Fair value: $131.95

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

+3.1%

FCF CAGR

—

FCF margin

-8.7%

FCF / Net income

-1.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $747.5M · net income $47.2M · FCF $-64.9M

2022-FY → 2025-FY

Gross margin

36.1%+7.4% pts

Operating margin

10.1%-0.1% pts

Net margin

6.3%-0.2% pts

FCF margin

-8.7%-12.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$747.5M$747.5M$675.7M$621.2M$681.9M
Net Income$47.2M$47.2M$52.0M$25.4M$44.7M
EBITDA$93.9M$93.9M$86.2M$54.0M$79.4M
EPS9.459.4510.405.2410.45
Gross Margin36.1%36.1%34.9%28.5%28.7%
Operating Margin10.1%10.1%11.0%6.8%10.2%
Net Margin6.3%6.3%7.7%4.1%6.6%
Balance Sheet
Debt/Equity0.560.560.280.420.64
Current Ratio4.964.96———
Cash Flow
Free Cash Flow$-64.9M$-64.9M$9.1M$29.6M$23.6M
Returns
ROE18.7%18.7%24.3%15.1%32.8%
Valuation
P/E14.3414.3410.9910.507.60
EV/EBITDA8.498.497.326.235.37
P/B2.612.612.671.592.49
Growth & Yield
Revenue Growth10.6%10.6%8.8%-8.9%—
EPS Growth-9.1%-9.1%98.5%-49.9%—
Dividend Yield1.1%1.1%———

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

7.4%

razonable

EPS terminal req.

$11.71

Spread vs growth

-16.5%

5Y implied EPS CAGR

8.4%

razonable

EPS terminal req.

$14.17

Spread vs growth

-17.6%

10Y implied EPS CAGR

9.2%

razonable

EPS terminal req.

$22.82

Spread vs growth

-18.3%

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 -5.6%

Total return

-5.6%

Start / end P/E

13.6x → 14.0x

EPS bridge

10.40 → 9.45

Residual

-0.2%

EPS growth-9.1%
Multiple rerating+2.7%
Dividend+1.1%
Residual / FX / buybacks / cross-term-0.2%

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.