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TANVI.BO$75.00+9.33%
Fair $75.00+0.0%

TANVI.BO

Tanvi Foods (India) Limited

Consumer Defensive / Packaged FoodsBSE

$75.00

+6.40 (+9.33%)

Fairly Valued+0.0%Fair Value $75.00Fund rank 23/100 · Data gapFallback financials|
SA 36/D
F-Score: 5/9
Margin CompressionLow Profitability

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 17%

FCF escenarios

weak_data · normalized FCF $-126.0M · quality 39.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 4/100Data 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

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: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is 0.5%, below the 5% threshold
Thesis & Journal · TANVI.BOLocal privado en este navegador · Tanvi Foods (India) 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

$962M

P/E

192.3x

↑

EV/EBITDA

38.7x

↑

ROE

0.5%

↓

Gross Margin

13.1%

↓

Debt/Equity

0.32

↓
52-Week Range$75
$55$104

TradingView lightweight chart

TANVI.BO price, volumen y niveles de valoración

Último $75.00Periodo +24.4%
Fair value: $75.00

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

+2.0%

FCF CAGR

—

FCF margin

-53.9%

FCF / Net income

-127.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $853.6M · net income $3.6M · FCF $-459.7M

2022-FY → 2025-FY

Gross margin

13.1%+1.7% pts

Operating margin

2.9%-1.9% pts

Net margin

0.4%-1.1% pts

FCF margin

-53.9%-54.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$853.6M$853.6M$821.5M$815.4M$805.2M
Net Income$3.6M$3.6M$4.5M$6.7M$12.7M
EBITDA$30.7M$30.7M$33.1M$37.2M$47.8M
EPS0.280.280.391.242.36
Gross Margin13.1%13.1%11.6%11.0%11.3%
Operating Margin2.9%2.9%3.2%3.6%4.8%
Net Margin0.4%0.4%0.5%0.8%1.6%
Balance Sheet
Debt/Equity0.320.320.421.291.15
Current Ratio2.042.04———
Cash Flow
Free Cash Flow$-459.7M$-459.7M$-126.0M$-39.0M$3.2M
Returns
ROE0.5%0.5%0.8%2.3%4.4%
Valuation
P/E192.31192.31423.0860.9046.17
EV/EBITDA38.6538.6564.1721.1519.15
P/B1.321.323.171.372.02
Growth & Yield
Revenue Growth3.9%3.9%0.8%1.3%—
EPS Growth-28.2%-28.2%-68.5%-47.5%—

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

187.5%

muy exigente

EPS terminal req.

$6.66

Spread vs growth

-215.7%

5Y implied EPS CAGR

95.8%

muy exigente

EPS terminal req.

$8.05

Spread vs growth

-124.0%

10Y implied EPS CAGR

46.7%

muy exigente

EPS terminal req.

$12.97

Spread vs growth

-75.0%

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 -19.5%

Total return

-19.5%

Start / end P/E

238.9x → 267.9x

EPS bridge

0.39 → 0.28

Residual

-3.4%

EPS growth-28.2%
Multiple rerating+12.1%
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.