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SOMICONVEY.NS$100.02-0.75%
Fair $100.02+0.0%

SOMICONVEY.NS

Somi Conveyor Beltings Limited

Industrials / Specialty Industrial MachineryNSE

$100.02

-0.77 (-0.75%)

Fairly Valued+0.0%Fair Value $100.02Fund rank 31/100 · Data gapFallback financials|
SA 36/D
F-Score: 7/9
Declining Revenue

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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $47.3M · quality 55.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 31/100Data 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

36/100

D

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: 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. Revenue has declined for 2 consecutive years
Thesis & Journal · SOMICONVEY.NSLocal privado en este navegador · Somi Conveyor Beltings 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

$1.2B

P/E

23.4x

↑

EV/EBITDA

12.2x

↑

ROE

6.2%

↑

Gross Margin

31.8%

↑

Debt/Equity

0.17

↓
52-Week Range$100
$86$197

TradingView lightweight chart

SOMICONVEY.NS price, volumen y niveles de valoración

Último $101.48Periodo +119.7%
Fair value: $100.02

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

+2.5%

FCF CAGR

-12.0%

FCF margin

10.1%

FCF / Net income

2.02x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.01B · net income $50.3M · FCF $101.6M

2023-FY → 2026-FY

Gross margin

31.8%+15.9% pts

Operating margin

8.4%-0.2% pts

Net margin

5.0%+1.3% pts

FCF margin

10.1%-5.8% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$1.01B$1.01B$1.01B$1.02B$936.7M
Net Income$50.3M$50.3M$54.9M$45.5M$34.7M
EBITDA$106.1M$106.1M$108.6M$84.9M$72.8M
EPS4.274.274.663.862.94
Gross Margin31.8%31.8%27.7%23.3%15.9%
Operating Margin8.4%8.4%9.0%8.1%8.6%
Net Margin5.0%5.0%5.4%4.5%3.7%
Balance Sheet
Debt/Equity0.170.170.280.210.26
Current Ratio2.852.85———
Cash Flow
Free Cash Flow$101.6M$101.6M$-92.7M$47.3M$149.1M
Returns
ROE6.2%6.2%7.2%6.4%5.2%
Valuation
P/E23.4223.4238.3235.0613.18
EV/EBITDA12.2012.2021.3220.128.35
P/B1.451.452.752.240.69
Growth & Yield
Revenue Growth-0.5%-0.5%-0.8%9.0%—
EPS Growth-8.4%-8.4%20.7%31.3%—

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

27.6%

muy exigente

EPS terminal req.

$8.88

Spread vs growth

-36.0%

5Y implied EPS CAGR

20.3%

exigente

EPS terminal req.

$10.74

Spread vs growth

-28.6%

10Y implied EPS CAGR

15.0%

exigente

EPS terminal req.

$17.30

Spread vs growth

-23.4%

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 -45.5%

Total return

-45.5%

Start / end P/E

39.9x → 23.8x

EPS bridge

4.66 → 4.27

Residual

+3.4%

EPS growth-8.4%
Multiple rerating-40.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term+3.4%

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.