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SMLMAH.NS$3713.50+1.54%
Fair $3713.50+0.0%

SMLMAH.NS

SMLMAH.NS

Consumer Cyclical / Auto ManufacturersNSE

$3713.50

+56.30 (+1.54%)

Fairly Valued+0.0%Fair Value $3713.50Fund rank 26/100 · Data gapFallback financials|
SA 47/C
F-Score: 8/9

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 17%

FCF escenarios

weak_data · normalized FCF $487.6M · quality 40.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

47/100

C

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: 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 · SMLMAH.NSLocal privado en este navegador · SMLMAH.NS
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

$53.7B

P/E

33.6x

↑

EV/EBITDA

23.7x

↑

ROE

31.8%

↑

Gross Margin

24.0%

↓

Debt/Equity

0.85

↑
52-Week Range$3714
$1730$5348

TradingView lightweight chart

SMLMAH.NS price, volumen y niveles de valoración

Último $3,714Periodo +4754.1%
Fair value: $3,714

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

+37.9%

FCF CAGR

—

FCF margin

4.8%

FCF / Net income

0.95x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $23.99B · net income $1.22B · FCF $1.16B

2022-FY → 2025-FY

Gross margin

24.0%+7.3% pts

Operating margin

7.8%+16.9% pts

Net margin

5.1%+16.0% pts

FCF margin

4.8%+8.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$23.99B$23.99B$21.83B$18.09B$9.14B
Net Income$1.22B$1.22B$1.08B$198.4M$-997.6M
EBITDA$2.41B$2.41B$1.83B$808.7M$-357.2M
EPS84.0884.0874.5413.71-68.94
Gross Margin24.0%24.0%22.0%19.0%16.7%
Operating Margin7.8%7.8%6.1%2.2%-9.2%
Net Margin5.1%5.1%4.9%1.1%-10.9%
Balance Sheet
Debt/Equity0.850.851.481.491.84
Current Ratio1.251.25———
Cash Flow
Free Cash Flow$1.16B$1.16B$-921.1M$487.6M$-376.4M
Returns
ROE31.8%31.8%37.8%11.1%-61.8%
Valuation
P/E33.6233.6228.8964.51—
EV/EBITDA23.6823.6819.1419.05—
P/B14.0414.0410.917.196.46
Growth & Yield
Revenue Growth9.9%9.9%20.6%97.9%—
EPS Growth12.8%12.8%443.7%119.9%—
Dividend Yield0.6%0.6%———

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

57.7%

muy exigente

EPS terminal req.

$329.51

Spread vs growth

-44.9%

5Y implied EPS CAGR

36.5%

muy exigente

EPS terminal req.

$398.71

Spread vs growth

-23.7%

10Y implied EPS CAGR

22.5%

exigente

EPS terminal req.

$642.12

Spread vs growth

-9.7%

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 +104.4%

Total return

+104.4%

Start / end P/E

24.4x → 44.2x

EPS bridge

74.54 → 84.08

Residual

+10.3%

EPS growth+12.8%
Multiple rerating+80.7%
Dividend+0.6%
Residual / FX / buybacks / cross-term+10.3%

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.