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USHAMART.BO$491.90-0.83%
Fair $491.90+0.0%

USHAMART.BO

Usha Martin Limited

Basic Materials / SteelBSE

$491.90

-4.25 (-0.83%)

Fairly Valued+0.0%Fair Value $491.90Fund rank 34/100 · Data gapFallback financials|
SA 62/B
F-Score: 5/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.7B · quality 72.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 66/100Data 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

62/100

B

Piotroski

5/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · USHAMART.BOLocal privado en este navegador · Usha Martin 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

$149.7B

P/E

34.2x

↑

EV/EBITDA

23.2x

↑

ROE

14.8%

↑

Gross Margin

46.2%

↑

Debt/Equity

0.15

↓
52-Week Range$492
$302$518

TradingView lightweight chart

USHAMART.BO price, volumen y niveles de valoración

Último $505.85Periodo +10416.6%
Fair value: $491.90

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

+8.8%

FCF CAGR

+18.1%

FCF margin

5.2%

FCF / Net income

0.43x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $33.83B · net income $4.07B · FCF $1.77B

2022-FY → 2025-FY

Gross margin

46.2%+4.5% pts

Operating margin

15.0%+2.4% pts

Net margin

12.0%+0.9% pts

FCF margin

5.2%+1.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$33.83B$33.83B$31.38B$31.87B$26.24B
Net Income$4.07B$4.07B$4.24B$3.50B$2.91B
EBITDA$6.51B$6.51B$6.48B$5.51B$4.54B
EPS13.3713.3713.9211.519.56
Gross Margin46.2%46.2%45.9%41.7%41.7%
Operating Margin15.0%15.0%16.8%14.2%12.5%
Net Margin12.0%12.0%13.5%11.0%11.1%
Balance Sheet
Debt/Equity0.150.150.150.210.24
Current Ratio3.283.28———
Cash Flow
Free Cash Flow$1.77B$1.77B$1.66B$692.6M$1.07B
Returns
ROE14.8%14.8%17.8%17.2%17.2%
Valuation
P/E34.2334.2324.1819.4314.72
EV/EBITDA23.2523.2516.1612.8510.00
P/B5.455.454.313.362.53
Growth & Yield
Revenue Growth7.8%7.8%-1.5%21.5%—
EPS Growth-4.0%-4.0%20.9%20.4%—
Dividend Yield0.6%0.6%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

48.3%

muy exigente

EPS terminal req.

$43.65

Spread vs growth

-52.3%

5Y implied EPS CAGR

31.6%

muy exigente

EPS terminal req.

$52.81

Spread vs growth

-35.6%

10Y implied EPS CAGR

20.3%

exigente

EPS terminal req.

$85.06

Spread vs growth

-24.3%

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 +56.5%

Total return

+56.5%

Start / end P/E

23.3x → 37.8x

EPS bridge

13.92 → 13.37

Residual

-2.5%

EPS growth-4.0%
Multiple rerating+62.3%
Dividend+0.6%
Residual / FX / buybacks / cross-term-2.5%

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.