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SKFINDIA.NS$1612.00+0.31%
Fair $1612.00+0.0%

SKFINDIA.NS

SKF India Limited

Industrials / Tools & AccessoriesNSE

$1612.00

+5.00 (+0.31%)

Fairly Valued+0.0%Fair Value $1612.00Fund rank 33/100 · Data gapFallback financials|
SA 40/C
F-Score: 6/9
Margin Compression

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.3B · quality 63.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 52/100Data 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

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: 1unknown: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · SKFINDIA.NSLocal privado en este navegador · SKF India 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

$79.7B

P/E

29.9x

↑

EV/EBITDA

15.0x

↑

ROE

20.0%

↑

Gross Margin

40.0%

↑

Debt/Equity

0.00

↓
52-Week Range$1612
$1404$5074

TradingView lightweight chart

SKFINDIA.NS price, volumen y niveles de valoración

Último $1,612Periodo +4022.8%
Fair value: $1,612

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

-3.9%

FCF CAGR

-38.8%

FCF margin

3.6%

FCF / Net income

0.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $37.63B · net income $2.66B · FCF $1.34B

2023-FY → 2026-FY

Gross margin

40.0%+5.5% pts

Operating margin

9.9%-7.3% pts

Net margin

7.1%-5.3% pts

FCF margin

3.6%-10.2% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$37.63B$37.63B$49.20B$44.88B$42.34B
Net Income$2.66B$2.66B$5.66B$5.52B$5.25B
EBITDA$5.12B$5.12B$8.47B$8.12B$8.01B
EPS53.8053.80114.50111.60106.20
Gross Margin40.0%40.0%38.7%33.0%34.5%
Operating Margin9.9%9.9%13.5%14.3%17.2%
Net Margin7.1%7.1%11.5%12.3%12.4%
Balance Sheet
Debt/Equity0.000.000.000.000.01
Current Ratio2.062.06———
Cash Flow
Free Cash Flow$1.34B$1.34B$717.3M$4.94B$5.84B
Returns
ROE20.0%20.0%21.8%20.6%22.4%
Valuation
P/E29.9529.9532.9140.4541.24
EV/EBITDA15.0115.0121.1626.0125.84
P/B5.995.997.178.329.25
Growth & Yield
Revenue Growth-23.5%-23.5%9.6%6.0%—
EPS Growth-53.0%-53.0%2.6%5.1%—
Dividend Yield2.5%2.5%———

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

38.5%

muy exigente

EPS terminal req.

$143.04

Spread vs growth

-91.5%

5Y implied EPS CAGR

26.3%

muy exigente

EPS terminal req.

$173.08

Spread vs growth

-79.3%

10Y implied EPS CAGR

17.9%

exigente

EPS terminal req.

$278.74

Spread vs growth

-70.9%

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 -62.3%

Total return

-62.3%

Start / end P/E

40.0x → 30.0x

EPS bridge

114.50 → 53.80

Residual

+13.3%

EPS growth-53.0%
Multiple rerating-25.2%
Dividend+2.5%
Residual / FX / buybacks / cross-term+13.3%

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.