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TMB.BO$733.35+0.76%
Fair $733.35+0.0%

TMB.BO

Tamilnad Mercantile Bank Limited

Financial Services / Banks - RegionalBSE

$733.35

+5.50 (+0.76%)

Fairly Valued+0.0%Fair Value $733.35Fund rank 25/100 · Data gapFallback financials|
SA 46/C
F-Score: 2/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 54.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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

46/100

C

Piotroski

2/9

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); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · TMB.BOLocal privado en este navegador · Tamilnad Mercantile Bank 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

$116.1B

P/E

8.7x

↓

EV/EBITDA

N/A

•

ROE

13.2%

↑

Gross Margin

N/A

•

Debt/Equity

0.07

↓
52-Week Range$733
$419$770

TradingView lightweight chart

TMB.BO price, volumen y niveles de valoración

Último $733.35Periodo +44.2%
Fair value: $733.35

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

+7.7%

FCF CAGR

—

FCF margin

-6.7%

FCF / Net income

-0.17x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $34.04B · net income $13.38B · FCF $-2.29B

2023-FY → 2026-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

39.3%+1.5% pts

FCF margin

-6.7%+43.2% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$34.04B$34.04B$31.51B$27.96B$27.23B
Net Income$13.38B$13.38B$11.83B$10.72B$10.29B
EPS84.4784.4774.6867.7068.06
Net Margin39.3%39.3%37.5%38.3%37.8%
Balance Sheet
Debt/Equity0.070.070.060.060.08
Cash Flow
Free Cash Flow$-2.29B$-2.29B$17.94B$-7.11B$-13.59B
Returns
ROE13.2%13.2%13.1%13.5%14.9%
Valuation
P/E8.688.685.707.305.89
P/B1.151.150.750.990.92
Growth & Yield
Revenue Growth8.0%8.0%12.7%2.7%—
EPS Growth13.1%13.1%10.3%-0.5%—
Dividend Yield1.5%1.5%———

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

-8.3%

fácil

EPS terminal req.

$65.07

Spread vs growth

21.4%

5Y implied EPS CAGR

-1.4%

fácil

EPS terminal req.

$78.74

Spread vs growth

14.5%

10Y implied EPS CAGR

4.1%

fácil

EPS terminal req.

$126.81

Spread vs growth

9.0%

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 +64.1%

Total return

+64.1%

Start / end P/E

6.0x → 8.7x

EPS bridge

74.68 → 84.47

Residual

+5.7%

EPS growth+13.1%
Multiple rerating+43.8%
Dividend+1.5%
Residual / FX / buybacks / cross-term+5.7%

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.