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SUNCLAY.BO$1320.90-0.23%
Fair $1320.90+0.0%

SUNCLAY.BO

Sundaram-Clayton Limited

Industrials / Metal FabricationBSE

$1320.90

-3.10 (-0.23%)

Fairly Valued+0.0%Fair Value $1320.90Fund rank 30/100 · Data gapFallback financials|
SA 24/D
F-Score: 4/9

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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $-2.8B · quality 62.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 39/100Data 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

24/100

D

Piotroski

4/9

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 · SUNCLAY.BOLocal privado en este navegador · Sundaram-Clayton 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

$29.1B

P/E

11.5x

↓

EV/EBITDA

6.5x

↓

ROE

19.5%

↑

Gross Margin

51.6%

↑

Debt/Equity

1.00

↑
52-Week Range$1321
$1110$2504

TradingView lightweight chart

SUNCLAY.BO price, volumen y niveles de valoración

Último $1,318Periodo -14.0%
Fair value: $1,321

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

-0.0%

FCF CAGR

—

FCF margin

-13.8%

FCF / Net income

-1.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $20.26B · net income $2.52B · FCF $-2.80B

2023-FY → 2026-FY

Gross margin

51.6%+10.9% pts

Operating margin

-4.9%-4.0% pts

Net margin

12.5%+17.8% pts

FCF margin

-13.8%-10.8% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$20.26B$20.26B$22.59B$14.01B$20.26B
Net Income$2.52B$2.52B$-106.5M$-1.20B$-1.08B
EBITDA$6.42B$6.42B$3.16B$631.9M$1.17B
EPS——-5.05-59.38-53.30
Gross Margin51.6%51.6%47.6%42.2%40.7%
Operating Margin-4.9%-4.9%-3.5%-5.2%-1.0%
Net Margin12.5%12.5%-0.5%-8.6%-5.3%
Balance Sheet
Debt/Equity1.001.001.542.381.43
Cash Flow
Free Cash Flow$-2.80B$-2.80B$-5.97B$-2.28B$-613.5M
Returns
ROE19.5%19.5%-1.1%-20.0%-13.9%
Valuation
P/E11.5311.53———
EV/EBITDA6.496.4918.7069.46—
P/B2.252.254.574.96—
Growth & Yield
Revenue Growth-10.3%-10.3%61.2%-30.8%—
EPS Growth——91.5%-11.4%—
Dividend Yield0.3%0.3%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -44.9%

Total return

-44.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-5.05 → n/d

Residual

-45.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.3%
Residual / FX / buybacks / cross-term-45.3%

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.