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THEJO.NS$1542.10-0.55%
Fair $1542.10+0.0%

THEJO.NS

Thejo Engineering Limited

Industrials / Specialty Industrial MachineryNSE

$1542.10

-8.60 (-0.55%)

Fairly Valued+0.0%Fair Value $1542.10Fund rank 32/100 · Data gapFallback financials|
SA 34/D
F-Score: 3/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $292.7M · quality 63.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 51/100Data 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

34/100

D

Piotroski

3/9

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 · THEJO.NSLocal privado en este navegador · Thejo Engineering 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

$16.7B

P/E

33.9x

↑

EV/EBITDA

19.3x

↑

ROE

13.9%

↑

Gross Margin

80.3%

↑

Debt/Equity

0.12

↓
52-Week Range$1542
$1444$2486

TradingView lightweight chart

THEJO.NS price, volumen y niveles de valoración

Último $1,542Periodo +2334.9%
Fair value: $1,542

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

+10.1%

FCF CAGR

-23.2%

FCF margin

0.7%

FCF / Net income

0.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.32B · net income $492.6M · FCF $41.5M

2023-FY → 2026-FY

Gross margin

80.3%+25.6% pts

Operating margin

10.3%+0.3% pts

Net margin

7.8%+1.0% pts

FCF margin

0.7%-1.3% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$6.32B$6.32B$5.53B$5.59B$4.74B
Net Income$492.6M$492.6M$498.9M$556.4M$324.2M
EBITDA$869.5M$869.5M$927.6M$1.02B$608.2M
EPS——46.0451.4330.00
Gross Margin80.3%80.3%79.1%56.4%54.7%
Operating Margin10.3%10.3%12.4%14.3%10.0%
Net Margin7.8%7.8%9.0%10.0%6.8%
Balance Sheet
Debt/Equity0.120.120.100.170.23
Cash Flow
Free Cash Flow$41.5M$41.5M$317.9M$292.7M$91.6M
Returns
ROE13.9%13.9%16.8%22.2%16.5%
Valuation
P/E33.9433.9438.8651.7147.48
EV/EBITDA19.3019.3020.5128.1125.35
P/B4.724.726.5111.507.84
Growth & Yield
Revenue Growth14.4%14.4%-1.1%17.9%—
EPS Growth——-10.5%71.4%—
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 -18.3%

Total return

-18.3%

Start / end P/E

n/dx → n/dx

EPS bridge

46.04 → n/d

Residual

-18.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.3%
Residual / FX / buybacks / cross-term-18.6%

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.