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SUMIT.NS$43.90-3.38%
Fair $43.90+0.0%

SUMIT.NS

Sumit Woods Limited

Real Estate / Real Estate - DevelopmentNSE

$43.90

-1.49 (-3.38%)

Fairly Valued+0.0%Fair Value $43.90Fund rank 29/100 · Data gapFallback financials|
SA 40/C
F-Score: 7/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 37.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

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. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled.
Thesis & Journal · SUMIT.NSLocal privado en este navegador · Sumit Woods 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

$2.0B

P/E

20.5x

↑

EV/EBITDA

8.0x

↓

ROE

7.2%

↑

Gross Margin

30.2%

↓

Debt/Equity

0.40

↓
52-Week Range$44
$32$109

TradingView lightweight chart

SUMIT.NS price, volumen y niveles de valoración

Último $42.60Periodo +86.4%
Fair value: $43.90

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

+31.6%

FCF CAGR

—

FCF margin

16.8%

FCF / Net income

2.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.38B · net income $114.4M · FCF $232.6M

2022-FY → 2025-FY

Gross margin

30.2%+11.2% pts

Operating margin

18.8%+10.1% pts

Net margin

8.3%+9.8% pts

FCF margin

16.8%+61.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.38B$1.38B$1.78B$998.6M$606.2M
Net Income$114.4M$114.4M$89.9M$76.4M$-9.1M
EBITDA$284.7M$284.7M$320.5M$267.1M$66.4M
EPS2.722.722.442.31-0.30
Gross Margin30.2%30.2%28.0%40.8%19.0%
Operating Margin18.8%18.8%19.5%26.4%8.7%
Net Margin8.3%8.3%5.1%7.7%-1.5%
Balance Sheet
Debt/Equity0.400.401.572.061.97
Cash Flow
Free Cash Flow$232.6M$232.6M$359.9M$-151.8M$-273.3M
Returns
ROE7.2%7.2%11.8%11.4%-1.6%
Valuation
P/E20.5120.5127.2114.37—
EV/EBITDA7.957.9511.249.0921.51
P/B1.161.163.221.640.71
Growth & Yield
Revenue Growth-22.2%-22.2%78.0%64.7%—
EPS Growth11.5%11.5%5.6%870.0%—

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

12.7%

razonable

EPS terminal req.

$3.90

Spread vs growth

-1.2%

5Y implied EPS CAGR

11.6%

razonable

EPS terminal req.

$4.71

Spread vs growth

-0.1%

10Y implied EPS CAGR

10.8%

razonable

EPS terminal req.

$7.59

Spread vs growth

0.7%

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 -59.3%

Total return

-59.3%

Start / end P/E

42.9x → 15.7x

EPS bridge

2.44 → 2.72

Residual

-7.3%

EPS growth+11.5%
Multiple rerating-63.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-7.3%

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.