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VASWANI.NS$55.29-1.07%
Fair $55.29+0.0%

VASWANI.NS

Vaswani Industries Limited

Basic Materials / SteelNSE

$55.29

-0.60 (-1.07%)

Fairly Valued+0.0%Fair Value $55.29Fund rank 27/100 · Data gapFallback financials|
SA 28/D
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 18%

FCF escenarios

weak_data · normalized FCF $220.6M · quality 43.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

28/100

D

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · VASWANI.NSLocal privado en este navegador · Vaswani Industries 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

$1.8B

P/E

204.8x

↑

EV/EBITDA

12.5x

↑

ROE

6.3%

↑

Gross Margin

12.1%

↓

Debt/Equity

1.14

↑
52-Week Range$55
$42$70

TradingView lightweight chart

VASWANI.NS price, volumen y niveles de valoración

Último $55.29Periodo +210.6%
Fair value: $55.29

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

+3.2%

FCF CAGR

—

FCF margin

-22.7%

FCF / Net income

-10.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.12B · net income $86.0M · FCF $-935.2M

2022-FY → 2025-FY

Gross margin

12.1%+2.7% pts

Operating margin

5.5%+1.1% pts

Net margin

2.1%+0.9% pts

FCF margin

-22.7%-22.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.12B$4.12B$3.89B$3.92B$3.74B
Net Income$86.0M$86.0M$90.3M$60.1M$44.2M
EBITDA$239.6M$239.6M$218.5M$214.2M$181.2M
EPS2.812.813.012.001.47
Gross Margin12.1%12.1%11.1%10.1%9.4%
Operating Margin5.5%5.5%4.7%4.5%4.4%
Net Margin2.1%2.1%2.3%1.5%1.2%
Balance Sheet
Debt/Equity1.141.140.270.320.49
Cash Flow
Free Cash Flow$-935.2M$-935.2M$220.6M$291.5M$-19.1M
Returns
ROE6.3%6.3%7.4%5.3%4.1%
Valuation
P/E204.78204.7813.0210.4014.42
EV/EBITDA12.5012.506.884.536.37
P/B1.231.230.970.550.60
Growth & Yield
Revenue Growth5.7%5.7%-0.6%4.7%—
EPS Growth-6.6%-6.6%50.5%36.1%—

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

20.4%

exigente

EPS terminal req.

$4.91

Spread vs growth

-27.1%

5Y implied EPS CAGR

16.1%

exigente

EPS terminal req.

$5.94

Spread vs growth

-22.8%

10Y implied EPS CAGR

13.0%

razonable

EPS terminal req.

$9.56

Spread vs growth

-19.7%

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 +24.7%

Total return

+24.7%

Start / end P/E

14.7x → 19.7x

EPS bridge

3.01 → 2.81

Residual

-2.2%

EPS growth-6.6%
Multiple rerating+33.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-2.2%

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.