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SIMPLEXINF.NS$238.25-4.95%
Fair $238.25+0.0%

SIMPLEXINF.NS

Simplex Infrastructures Limited

Industrials / Engineering & ConstructionNSE

$238.25

-12.41 (-4.95%)

Fairly Valued+0.0%Fair Value $238.25Fund rank 25/100 · Data gapFallback financials|
SA 27/D
F-Score: 8/9
Declining RevenueLow 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 16%

FCF escenarios

weak_data · normalized FCF $172.1M · quality 36.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

27/100

D

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Revenue has declined for 3 consecutive years ROE is 4.1%, below the 5% threshold
Thesis & Journal · SIMPLEXINF.NSLocal privado en este navegador · Simplex Infrastructures 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

$18.8B

P/E

23.0x

↑

EV/EBITDA

36.4x

↑

ROE

4.1%

↓

Gross Margin

34.0%

↑

Debt/Equity

1.68

↑
52-Week Range$238
$137$330

TradingView lightweight chart

SIMPLEXINF.NS price, volumen y niveles de valoración

Último $238.25Periodo +1288.4%
Fair value: $238.25

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

-18.1%

FCF CAGR

—

FCF margin

1.7%

FCF / Net income

0.43x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.21B · net income $400.1M · FCF $172.1M

2023-FY → 2026-FY

Gross margin

34.0%+10.7% pts

Operating margin

2.5%+6.1% pts

Net margin

3.9%+29.2% pts

FCF margin

1.7%+25.1% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$10.21B$10.21B$10.76B$13.77B$18.62B
Net Income$400.1M$400.1M$115.8M$-722.7M$-4.71B
EBITDA$939.1M$939.1M$916.0M$336.6M$726.7M
EPS5.205.202.02-12.65-82.41
Gross Margin34.0%34.0%26.8%24.3%23.2%
Operating Margin2.5%2.5%-3.0%-2.9%-3.5%
Net Margin3.9%3.9%1.1%-5.2%-25.3%
Balance Sheet
Debt/Equity1.681.684.1530.9519.90
Cash Flow
Free Cash Flow$172.1M$172.1M$1.77B$-929.6M$-4.36B
Returns
ROE4.1%4.1%2.2%-31.2%-156.6%
Valuation
P/E23.0223.02159.53——
EV/EBITDA36.4436.4442.68233.1884.54
P/B1.881.883.533.130.72
Growth & Yield
Revenue Growth-5.1%-5.1%-21.9%-26.0%—
EPS Growth157.4%157.4%116.0%84.6%—

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

59.6%

muy exigente

EPS terminal req.

$21.14

Spread vs growth

97.8%

5Y implied EPS CAGR

37.5%

muy exigente

EPS terminal req.

$25.58

Spread vs growth

119.9%

10Y implied EPS CAGR

23.0%

exigente

EPS terminal req.

$41.20

Spread vs growth

134.4%

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 -15.0%

Total return

-15.0%

Start / end P/E

138.8x → 45.8x

EPS bridge

2.02 → 5.20

Residual

-105.5%

EPS growth+157.4%
Multiple rerating-67.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term-105.5%

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.