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v0.1
SDBL.NS$75.06-0.07%
Fair $75.06+0.0%

SDBL.NS

Som Distilleries & Breweries Limited

Consumer Defensive / Beverages - BrewersNSE

$75.06

-0.06 (-0.07%)

Fairly Valued+0.0%Fair Value $75.06Fund rank 26/100 · Data gapFallback financials|
SA 45/C
F-Score: 6/9

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 19%

FCF escenarios

weak_data · normalized FCF $-583.6M · quality 47.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

6/9

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 · SDBL.NSLocal privado en este navegador · Som Distilleries & Breweries 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

$15.6B

P/E

17.5x

↑

EV/EBITDA

9.1x

↑

ROE

14.0%

↑

Gross Margin

32.5%

↑

Debt/Equity

0.23

↓
52-Week Range$75
$62$173

TradingView lightweight chart

SDBL.NS price, volumen y niveles de valoración

Último $85.26Periodo +78.1%
Fair value: $75.06

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

+57.0%

FCF CAGR

—

FCF margin

-4.2%

FCF / Net income

-0.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.03B · net income $1.04B · FCF $-583.6M

2022-FY → 2025-FY

Gross margin

32.5%-10.0% pts

Operating margin

10.8%+10.0% pts

Net margin

7.4%+10.2% pts

FCF margin

-4.2%-4.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$14.03B$14.03B$12.54B$7.98B$3.63B
Net Income$1.04B$1.04B$865.0M$603.0M$-98.4M
EBITDA$1.79B$1.79B$1.53B$1.02B$195.9M
EPS5.305.304.483.35-0.56
Gross Margin32.5%32.5%32.0%37.2%42.6%
Operating Margin10.8%10.8%10.2%10.7%0.8%
Net Margin7.4%7.4%6.9%7.6%-2.7%
Balance Sheet
Debt/Equity0.230.230.350.660.69
Cash Flow
Free Cash Flow$-583.6M$-583.6M$-330.2M$-851.4M$24.5M
Returns
ROE14.0%14.0%15.4%16.1%-3.4%
Valuation
P/E17.5017.5027.4118.81—
EV/EBITDA9.109.1016.6813.4435.42
P/B1.981.984.223.021.73
Growth & Yield
Revenue Growth11.9%11.9%57.2%119.9%—
EPS Growth18.3%18.3%33.7%699.1%—

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

7.9%

razonable

EPS terminal req.

$6.66

Spread vs growth

10.4%

5Y implied EPS CAGR

8.7%

razonable

EPS terminal req.

$8.06

Spread vs growth

9.6%

10Y implied EPS CAGR

9.4%

razonable

EPS terminal req.

$12.98

Spread vs growth

9.0%

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 -44.6%

Total return

-44.6%

Start / end P/E

34.3x → 16.1x

EPS bridge

4.48 → 5.30

Residual

-9.7%

EPS growth+18.3%
Multiple rerating-53.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term-9.7%

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.