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SKMEGGPROD.NS$232.77+12.90%
Fair $232.77+0.0%

SKMEGGPROD.NS

SKM Egg Products Export (India) Limited

Consumer Defensive / Packaged FoodsNSE

$232.77

+26.59 (+12.90%)

Fairly Valued+0.0%Fair Value $232.77Fund rank 35/100 · Data gapFallback financials|
SA 77/B
F-Score: 7/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $384.1M · quality 74.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 75/100Data 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

77/100

B

Piotroski

7/9

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 · SKMEGGPROD.NSLocal privado en este navegador · SKM Egg Products Export (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

$12.3B

P/E

11.8x

↓

EV/EBITDA

7.8x

↓

ROE

26.2%

↑

Gross Margin

35.2%

↑

Debt/Equity

0.36

↓
52-Week Range$233
$96$238

TradingView lightweight chart

SKMEGGPROD.NS price, volumen y niveles de valoración

Último $232.77Periodo +5719.3%
Fair value: $232.77

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

+5.1%

FCF CAGR

+6.4%

FCF margin

5.0%

FCF / Net income

0.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.68B · net income $1.04B · FCF $384.1M

2023-FY → 2026-FY

Gross margin

35.2%-3.4% pts

Operating margin

19.3%+2.0% pts

Net margin

13.5%+2.0% pts

FCF margin

5.0%+0.2% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$7.68B$7.68B$4.98B$7.01B$6.62B
Net Income$1.04B$1.04B$346.1M$854.2M$759.2M
EBITDA$1.64B$1.64B$714.7M$1.63B$1.43B
EPS19.7019.706.5716.2214.42
Gross Margin35.2%35.2%29.4%37.0%38.5%
Operating Margin19.3%19.3%8.9%16.2%17.3%
Net Margin13.5%13.5%7.0%12.2%11.5%
Balance Sheet
Debt/Equity0.360.360.490.530.52
Current Ratio2.862.86———
Cash Flow
Free Cash Flow$384.1M$384.1M$320.9M$474.0M$319.0M
Returns
ROE26.2%26.2%11.4%30.8%39.0%
Valuation
P/E11.8211.8213.409.695.24
EV/EBITDA7.777.776.535.133.09
P/B3.103.101.532.992.05
Growth & Yield
Revenue Growth54.3%54.3%-29.0%5.9%—
EPS Growth199.8%199.8%-59.5%12.5%—
Dividend Yield0.4%0.4%———

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

1.6%

fácil

EPS terminal req.

$20.65

Spread vs growth

198.3%

5Y implied EPS CAGR

4.9%

fácil

EPS terminal req.

$24.99

Spread vs growth

195.0%

10Y implied EPS CAGR

7.4%

razonable

EPS terminal req.

$40.25

Spread vs growth

192.4%

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 +104.6%

Total return

+104.6%

Start / end P/E

17.3x → 11.8x

EPS bridge

6.57 → 19.70

Residual

-63.7%

EPS growth+199.8%
Multiple rerating-31.9%
Dividend+0.4%
Residual / FX / buybacks / cross-term-63.7%

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.