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TEMBO.NS$587.40-1.87%
Fair $587.40+0.0%

TEMBO.NS

Tembo Global Industries Limited

Industrials / Metal FabricationNSE

$587.40

-11.20 (-1.87%)

Fairly Valued+0.0%Fair Value $587.40Fund rank 20/100 · Data gapFallback financials|
SA 55/C
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 34% · confianza 14%

FCF escenarios

weak_data · normalized FCF $-55.2M · quality 25.7/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data 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

55/100

C

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 · TEMBO.NSLocal privado en este navegador · Tembo Global Industries 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

$9.1B

P/E

14.5x

↓

EV/EBITDA

12.9x

↑

ROE

24.1%

↑

Gross Margin

22.6%

↓

Debt/Equity

1.22

↑
52-Week Range$587
$433$837

TradingView lightweight chart

TEMBO.NS price, volumen y niveles de valoración

Último $587.40Periodo +1715.3%
Fair value: $587.40

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

+60.0%

FCF CAGR

—

FCF margin

-22.4%

FCF / Net income

-3.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.00B · net income $509.6M · FCF $-1.57B

2022-FY → 2025-FY

Gross margin

22.6%+14.9% pts

Operating margin

13.2%+10.1% pts

Net margin

7.3%+5.4% pts

FCF margin

-22.4%-21.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.00B$7.00B$4.30B$2.50B$1.71B
Net Income$509.6M$509.6M$142.1M$57.9M$31.5M
EBITDA$899.4M$899.4M$263.4M$138.5M$98.9M
EPS32.9532.9510.535.225.84
Gross Margin22.6%22.6%8.8%17.3%7.8%
Operating Margin13.2%13.2%5.5%4.3%3.1%
Net Margin7.3%7.3%3.3%2.3%1.8%
Balance Sheet
Debt/Equity1.221.220.761.061.63
Current Ratio1.921.92———
Cash Flow
Free Cash Flow$-1.57B$-1.57B$91.2M$-55.2M$-18.2M
Returns
ROE24.1%24.1%21.5%14.5%12.6%
Valuation
P/E14.5414.5424.9037.3635.57
EV/EBITDA12.9512.9515.3118.6315.45
P/B4.304.305.355.424.49
Growth & Yield
Revenue Growth62.9%62.9%72.1%46.1%—
EPS Growth212.8%212.8%101.8%-10.7%—
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%

3Y implied EPS CAGR

16.5%

exigente

EPS terminal req.

$52.12

Spread vs growth

196.3%

5Y implied EPS CAGR

13.9%

razonable

EPS terminal req.

$63.07

Spread vs growth

198.9%

10Y implied EPS CAGR

11.9%

razonable

EPS terminal req.

$101.57

Spread vs growth

200.9%

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 +25.3%

Total return

+25.3%

Start / end P/E

44.6x → 17.8x

EPS bridge

10.53 → 32.95

Residual

-127.8%

EPS growth+212.8%
Multiple rerating-60.0%
Dividend+0.3%
Residual / FX / buybacks / cross-term-127.8%

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.