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TRANSVOY.BO$80.00-1.72%
Fair $80.00+0.0%

TRANSVOY.BO

Transvoy Logistics India Limited

Industrials / Integrated Freight & LogisticsBSE

$80.00

-1.40 (-1.72%)

Fairly Valued+0.0%Fair Value $80.00Fund rank 25/100 · Data gapFallback financials|
SA 44/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 21%

FCF escenarios

weak_data · normalized FCF $-55.1M · quality 57.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

44/100

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 · TRANSVOY.BOLocal privado en este navegador · Transvoy Logistics 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

$213M

P/E

12.2x

↓

EV/EBITDA

5.5x

↓

ROE

10.9%

↑

Gross Margin

25.5%

↑

Debt/Equity

0.75

↑
52-Week Range$80
$71$167

TradingView lightweight chart

TRANSVOY.BO price, volumen y niveles de valoración

Último $80.00Periodo +7.3%
Fair value: $80.00

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

+70.5%

FCF CAGR

—

FCF margin

-17.0%

FCF / Net income

-4.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $648.6M · net income $27.0M · FCF $-110.6M

2023-FY → 2026-FY

Gross margin

25.5%+13.7% pts

Operating margin

5.4%-0.2% pts

Net margin

4.2%-0.7% pts

FCF margin

-17.0%-8.7% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$648.6M$648.6M$354.1M$283.2M$130.9M
Net Income$27.0M$27.0M$35.6M$711000.00$6.3M
EBITDA$65.1M$65.1M$52.7M$15.9M$11.7M
EPS——6.990.272.37
Gross Margin25.5%25.5%31.1%14.5%11.8%
Operating Margin5.4%5.4%9.3%2.2%5.6%
Net Margin4.2%4.2%10.1%0.3%4.8%
Balance Sheet
Debt/Equity0.750.751.251.190.20
Current Ratio2.962.96———
Cash Flow
Free Cash Flow$-110.6M$-110.6M$-41.3M$-55.1M$-10.9M
Returns
ROE10.9%10.9%40.5%1.0%9.0%
Valuation
P/E12.2312.2321.45222.1927.85
EV/EBITDA5.505.509.3214.2513.44
P/B0.860.864.552.312.50
Growth & Yield
Revenue Growth83.2%83.2%25.0%116.3%—
EPS Growth——2489.3%-88.6%—

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 -31.1%

Total return

-31.1%

Start / end P/E

n/dx → n/dx

EPS bridge

6.99 → n/d

Residual

-31.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-31.1%

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.