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TANAA.BO$285.10-2.99%
Fair $285.10+0.0%

TANAA.BO

Taneja Aerospace and Aviation Limited

Industrials / Aerospace & DefenseBSE

$285.10

-8.80 (-2.99%)

Fairly Valued+0.0%Fair Value $285.10Fund rank 37/100 · Data gapFallback financials|
SA 37/D
F-Score: 5/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $215.6M · quality 79.3/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 76/100Data 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

37/100

D

Piotroski

5/9

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 · TANAA.BOLocal privado en este navegador · Taneja Aerospace and Aviation 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

$7.3B

P/E

43.2x

↑

EV/EBITDA

27.0x

↑

ROE

10.9%

↑

Gross Margin

81.1%

↑

Debt/Equity

0.00

↓
52-Week Range$285
$190$504

TradingView lightweight chart

TANAA.BO price, volumen y niveles de valoración

Último $285.60Periodo +14180.0%
Fair value: $285.10

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

+8.0%

FCF CAGR

+20.6%

FCF margin

53.7%

FCF / Net income

1.28x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $401.6M · net income $168.1M · FCF $215.6M

2023-FY → 2026-FY

Gross margin

81.1%+21.3% pts

Operating margin

50.9%-1.1% pts

Net margin

41.9%+7.4% pts

FCF margin

53.7%+15.1% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$401.6M$401.6M$406.2M$303.5M$318.6M
Net Income$168.1M$168.1M$180.8M$111.3M$109.9M
EBITDA$263.6M$263.6M$273.7M$196.9M$191.9M
EPS6.596.597.094.454.41
Gross Margin81.1%81.1%78.7%66.0%59.8%
Operating Margin50.9%50.9%55.0%51.4%52.0%
Net Margin41.9%41.9%44.5%36.7%34.5%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Cash Flow
Free Cash Flow$215.6M$215.6M$248.7M$78.3M$122.9M
Returns
ROE10.9%10.9%12.7%8.5%10.0%
Valuation
P/E43.2043.2042.6094.2630.51
EV/EBITDA27.0027.0027.9752.9617.06
P/B4.704.705.418.043.06
Growth & Yield
Revenue Growth-1.1%-1.1%33.8%-4.7%—
EPS Growth-7.1%-7.1%59.3%0.9%—
Dividend Yield1.1%1.1%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

56.6%

muy exigente

EPS terminal req.

$25.30

Spread vs growth

-63.6%

5Y implied EPS CAGR

36.0%

muy exigente

EPS terminal req.

$30.61

Spread vs growth

-43.0%

10Y implied EPS CAGR

22.3%

exigente

EPS terminal req.

$49.30

Spread vs growth

-29.3%

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 -17.7%

Total return

-17.7%

Start / end P/E

49.6x → 43.3x

EPS bridge

7.09 → 6.59

Residual

+0.9%

EPS growth-7.1%
Multiple rerating-12.7%
Dividend+1.1%
Residual / FX / buybacks / cross-term+0.9%

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.