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TRANSRAILL.BO$485.10-2.73%
Fair $485.10+0.0%

TRANSRAILL.BO

Transrail Lighting Limited

Industrials / Engineering & ConstructionBSE

$485.10

-13.45 (-2.73%)

Fairly Valued+0.0%Fair Value $485.10Fund rank 32/100 · Data gapFallback financials|
SA 60/B
F-Score: 7/9

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 $1.5B · 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 50/100Data 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

60/100

B

Piotroski

7/9

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 · TRANSRAILL.BOLocal privado en este navegador · Transrail Lighting 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

$65.1B

P/E

16.2x

↓

EV/EBITDA

8.0x

↓

ROE

17.7%

↑

Gross Margin

30.9%

↑

Debt/Equity

0.30

↓
52-Week Range$485
$450$855

TradingView lightweight chart

TRANSRAILL.BO price, volumen y niveles de valoración

Último $478.60Periodo -13.5%
Fair value: $485.10

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

+30.0%

FCF CAGR

+64.4%

FCF margin

5.8%

FCF / Net income

0.98x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $67.80B · net income $4.04B · FCF $3.94B

2023-FY → 2026-FY

Gross margin

30.9%+3.0% pts

Operating margin

11.1%+1.4% pts

Net margin

6.0%+2.5% pts

FCF margin

5.8%+2.9% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$67.80B$67.80B$52.12B$40.09B$30.86B
Net Income$4.04B$4.04B$3.29B$2.33B$1.08B
EBITDA$8.52B$8.52B$7.21B$5.15B$3.01B
EPS29.9029.9025.7218.798.67
Gross Margin30.9%30.9%33.4%30.1%28.0%
Operating Margin11.1%11.1%11.8%13.0%9.7%
Net Margin6.0%6.0%6.3%5.8%3.5%
Balance Sheet
Debt/Equity0.300.300.350.590.81
Current Ratio1.311.31———
Cash Flow
Free Cash Flow$3.94B$3.94B$1.45B$65.3M$887.3M
Returns
ROE17.7%17.7%17.5%20.5%13.9%
Valuation
P/E16.2216.2218.18——
EV/EBITDA8.038.039.00——
P/B2.872.873.18——
Growth & Yield
Revenue Growth30.1%30.1%30.0%29.9%—
EPS Growth16.3%16.3%36.9%116.8%—
Dividend Yield0.2%0.2%———

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

12.9%

razonable

EPS terminal req.

$43.04

Spread vs growth

3.3%

5Y implied EPS CAGR

11.7%

razonable

EPS terminal req.

$52.08

Spread vs growth

4.5%

10Y implied EPS CAGR

10.9%

razonable

EPS terminal req.

$83.88

Spread vs growth

5.4%

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 -14.7%

Total return

-14.7%

Start / end P/E

21.9x → 16.0x

EPS bridge

25.72 → 29.90

Residual

-4.4%

EPS growth+16.3%
Multiple rerating-26.8%
Dividend+0.2%
Residual / FX / buybacks / cross-term-4.4%

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.