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v0.1
VSSL.NS$270.95-2.44%
Fair $270.95+0.0%

VSSL.NS

Vardhman Special Steels Limited

Basic Materials / SteelNSE

$270.95

-6.70 (-2.44%)

Fairly Valued+0.0%Fair Value $270.95Fund rank 27/100 · Data gapFallback financials|
SA 49/C
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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $80.8M · quality 47.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

49/100

C

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 · VSSL.NSLocal privado en este navegador · Vardhman Special Steels 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

$26.2B

P/E

20.6x

↑

EV/EBITDA

12.5x

↑

ROE

9.6%

↑

Gross Margin

40.9%

↑

Debt/Equity

0.07

↓
52-Week Range$271
$206$324

TradingView lightweight chart

VSSL.NS price, volumen y niveles de valoración

Último $268.20Periodo +1838.1%
Fair value: $270.95

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

+0.6%

FCF CAGR

—

FCF margin

-7.8%

FCF / Net income

-1.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $17.54B · net income $1.22B · FCF $-1.37B

2023-FY → 2026-FY

Gross margin

40.9%+23.1% pts

Operating margin

7.6%-0.8% pts

Net margin

7.0%+1.1% pts

FCF margin

-7.8%-10.4% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$17.54B$17.54B$17.64B$16.61B$17.21B
Net Income$1.22B$1.22B$930.9M$916.3M$1.00B
EBITDA$2.09B$2.09B$1.77B$1.72B$1.79B
EPS13.1313.1311.3711.1812.31
Gross Margin40.9%40.9%38.6%39.1%17.9%
Operating Margin7.6%7.6%6.5%8.2%8.5%
Net Margin7.0%7.0%5.3%5.5%5.8%
Balance Sheet
Debt/Equity0.070.070.150.120.22
Current Ratio2.902.90———
Cash Flow
Free Cash Flow$-1.37B$-1.37B$80.8M$744.4M$447.9M
Returns
ROE9.6%9.6%11.7%12.7%15.6%
Valuation
P/E20.6220.6218.2020.2416.82
EV/EBITDA12.4712.4710.1811.2110.19
P/B1.971.972.122.582.63
Growth & Yield
Revenue Growth-0.6%-0.6%6.2%-3.5%—
EPS Growth15.5%15.5%1.7%-9.2%—
Dividend Yield1.1%1.1%———

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

22.3%

exigente

EPS terminal req.

$24.04

Spread vs growth

-6.9%

5Y implied EPS CAGR

17.2%

exigente

EPS terminal req.

$29.09

Spread vs growth

-1.8%

10Y implied EPS CAGR

13.6%

razonable

EPS terminal req.

$46.85

Spread vs growth

1.9%

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 +2.0%

Total return

+2.0%

Start / end P/E

23.4x → 20.4x

EPS bridge

11.37 → 13.13

Residual

-2.0%

EPS growth+15.5%
Multiple rerating-12.7%
Dividend+1.1%
Residual / FX / buybacks / cross-term-2.0%

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.