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WELENT.NS$517.50+1.25%
Fair $517.50+0.0%

WELENT.NS

Welspun Enterprises Limited

Industrials / Engineering & ConstructionNSE

$517.50

+6.40 (+1.25%)

Fairly Valued+0.0%Fair Value $517.50Fund rank 24/100 · 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 17%

FCF escenarios

weak_data · normalized FCF $-3.3B · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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 · WELENT.NSLocal privado en este navegador · Welspun Enterprises 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

$70.2B

P/E

19.7x

↑

EV/EBITDA

11.3x

↑

ROE

11.5%

↑

Gross Margin

30.0%

↑

Debt/Equity

0.65

↑
52-Week Range$518
$412$580

TradingView lightweight chart

WELENT.NS price, volumen y niveles de valoración

Último $517.50Periodo +1252.9%
Fair value: $517.50

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

+10.2%

FCF CAGR

-25.3%

FCF margin

2.2%

FCF / Net income

0.22x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $36.15B · net income $3.50B · FCF $782.1M

2023-FY → 2026-FY

Gross margin

30.0%+8.3% pts

Operating margin

19.3%+10.6% pts

Net margin

9.7%-17.1% pts

FCF margin

2.2%-4.8% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$36.15B$36.15B$36.95B$28.27B$27.02B
Net Income$3.50B$3.50B$3.23B$2.95B$7.23B
EBITDA$7.94B$7.94B$7.29B$5.97B$8.50B
EPS25.2725.2723.3021.2548.08
Gross Margin30.0%30.0%25.1%22.6%21.7%
Operating Margin19.3%19.3%15.8%14.1%8.7%
Net Margin9.7%9.7%8.7%10.4%26.7%
Balance Sheet
Debt/Equity0.650.650.590.330.32
Current Ratio1.961.96———
Cash Flow
Free Cash Flow$782.1M$782.1M$-3.25B$-4.15B$1.88B
Returns
ROE11.5%11.5%12.7%12.7%30.7%
Valuation
P/E19.7419.7421.0215.442.79
EV/EBITDA11.3011.3010.668.492.89
P/B2.352.352.671.960.86
Growth & Yield
Revenue Growth-2.2%-2.2%30.7%4.6%—
EPS Growth8.5%8.5%9.6%-55.8%—
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

22.0%

exigente

EPS terminal req.

$45.92

Spread vs growth

-13.6%

5Y implied EPS CAGR

17.1%

exigente

EPS terminal req.

$55.56

Spread vs growth

-8.6%

10Y implied EPS CAGR

13.5%

razonable

EPS terminal req.

$89.48

Spread vs growth

-5.0%

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 +6.4%

Total return

+6.4%

Start / end P/E

21.0x → 20.5x

EPS bridge

23.30 → 25.27

Residual

-0.2%

EPS growth+8.5%
Multiple rerating-2.5%
Dividend+0.6%
Residual / FX / buybacks / cross-term-0.2%

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.