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SOLEX.NS$1196.50+2.06%
Fair $1196.50+0.0%

SOLEX.NS

SOLEX.NS

Technology / SolarNSE

$1196.50

+24.20 (+2.06%)

Fairly Valued+0.0%Fair Value $1196.50Fund rank 20/100 · Data gapFallback financials|
SA 45/C
F-Score: 3/9

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 14%

FCF escenarios

weak_data · normalized FCF $-60.8M · quality 29.0/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data 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

3/9

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 · SOLEX.NSLocal privado en este navegador · SOLEX.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

$12.9B

P/E

13.5x

↓

EV/EBITDA

N/A

•

ROE

38.0%

↑

Gross Margin

19.5%

↓

Debt/Equity

1.34

↑
52-Week Range$1197
$795$1985

TradingView lightweight chart

SOLEX.NS price, volumen y niveles de valoración

Último $1,197Periodo +2239.2%
Fair value: $1,197

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

+115.5%

FCF CAGR

—

FCF margin

0.4%

FCF / Net income

0.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $16.18B · net income $960.1M · FCF $71.7M

2023-FY → 2026-FY

Gross margin

19.5%+5.6% pts

Operating margin

9.8%+4.3% pts

Net margin

5.9%+4.3% pts

FCF margin

0.4%+26.0% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$16.18B$16.18B$6.62B$3.66B$1.62B
Net Income$960.1M$960.1M$414.6M$87.3M$27.1M
EBITDA$1.87B$1.87B$795.8M$283.8M$130.4M
EPS——39.9810.922.71
Gross Margin19.5%19.5%22.8%14.1%13.9%
Operating Margin9.8%9.8%10.1%5.7%5.5%
Net Margin5.9%5.9%6.3%2.4%1.7%
Balance Sheet
Debt/Equity1.341.340.922.081.75
Current Ratio1.231.23———
Cash Flow
Free Cash Flow$71.7M$71.7M$-1.07B$-60.8M$-413.4M
Returns
ROE38.0%38.0%25.8%18.9%7.2%
Valuation
P/E13.4713.4719.1971.55143.25
EV/EBITDA——11.7025.4134.83
P/B——4.9513.5110.32
Growth & Yield
Revenue Growth144.3%144.3%81.0%126.3%—
EPS Growth——266.1%302.7%—
Dividend Yield0.1%0.1%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +5.3%

Total return

+5.3%

Start / end P/E

n/dx → n/dx

EPS bridge

39.98 → n/d

Residual

+5.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.1%
Residual / FX / buybacks / cross-term+5.2%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.