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VAIBHAVGBL.NS$225.18-2.17%
Fair $225.18+0.0%

VAIBHAVGBL.NS

Vaibhav Global Limited

Consumer Cyclical / Luxury GoodsNSE

$225.18

-4.94 (-2.17%)

Fairly Valued+0.0%Fair Value $225.18Fund rank 36/100 · Data gapFallback financials|
SA 58/C
F-Score: 6/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.3B · quality 75.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 72/100Data 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

58/100

C

Piotroski

6/9

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 · VAIBHAVGBL.NSLocal privado en este navegador · Vaibhav Global 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

$37.6B

P/E

14.3x

↓

EV/EBITDA

9.7x

↑

ROE

16.1%

↑

Gross Margin

65.5%

↑

Debt/Equity

0.25

↓
52-Week Range$225
$174$293

TradingView lightweight chart

VAIBHAVGBL.NS price, volumen y niveles de valoración

Último $222.69Periodo +2020.9%
Fair value: $225.18

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

+11.3%

FCF CAGR

+44.6%

FCF margin

7.5%

FCF / Net income

1.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $36.92B · net income $2.66B · FCF $2.77B

2023-FY → 2026-FY

Gross margin

65.5%+4.6% pts

Operating margin

6.9%+1.4% pts

Net margin

7.2%+3.3% pts

FCF margin

7.5%+4.1% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$36.92B$36.92B$33.80B$30.21B$26.79B
Net Income$2.66B$2.66B$1.53B$1.28B$1.05B
EBITDA$4.00B$4.00B$3.17B$2.85B$2.25B
EPS15.7515.759.107.596.29
Gross Margin65.5%65.5%65.4%61.7%60.9%
Operating Margin6.9%6.9%5.5%6.9%5.5%
Net Margin7.2%7.2%4.5%4.2%3.9%
Balance Sheet
Debt/Equity0.250.250.170.170.16
Current Ratio2.752.75———
Cash Flow
Free Cash Flow$2.77B$2.77B$1.30B$2.33B$916.4M
Returns
ROE16.1%16.1%11.4%10.2%8.7%
Valuation
P/E14.3114.3123.6651.5847.92
EV/EBITDA9.739.7311.8823.6822.68
P/B2.312.312.695.244.19
Growth & Yield
Revenue Growth9.2%9.2%11.9%12.8%—
EPS Growth73.1%73.1%19.9%20.7%—
Dividend Yield2.7%2.7%———

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%

razonable

EPS terminal req.

$19.98

Spread vs growth

64.8%

5Y implied EPS CAGR

8.9%

razonable

EPS terminal req.

$24.18

Spread vs growth

64.1%

10Y implied EPS CAGR

9.5%

razonable

EPS terminal req.

$38.94

Spread vs growth

63.6%

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 -5.2%

Total return

-5.2%

Start / end P/E

26.6x → 14.1x

EPS bridge

9.10 → 15.75

Residual

-34.2%

EPS growth+73.1%
Multiple rerating-46.8%
Dividend+2.7%
Residual / FX / buybacks / cross-term-34.2%

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.