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WELSPLSOL.BO$41.83+0.57%
Fair $41.83+0.0%

WELSPLSOL.BO

Welspun Specialty Solutions Limited

Basic Materials / SteelBSE

$41.83

+0.24 (+0.57%)

Fairly Valued+0.0%Fair Value $41.83Fund rank 28/100 · Data gapFallback financials|
SA 61/B
F-Score: 5/9
Low Profitability

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $418.3M · quality 55.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 33/100Data 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

61/100

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: 1unknown: 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. ROE is 5.0%, below the 5% threshold
Thesis & Journal · WELSPLSOL.BOLocal privado en este navegador · Welspun Specialty Solutions 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

$27.7B

P/E

1.2x

↓

EV/EBITDA

43.1x

↑

ROE

5.0%

↑

Gross Margin

25.1%

↑

Debt/Equity

0.08

↓
52-Week Range$42
$30$47

TradingView lightweight chart

WELSPLSOL.BO price, volumen y niveles de valoración

Último $42.48Periodo +2829.7%
Fair value: $41.83

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

+29.1%

FCF CAGR

+14.6%

FCF margin

7.6%

FCF / Net income

2.96x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.86B · net income $226.7M · FCF $671.6M

2023-FY → 2026-FY

Gross margin

25.1%-5.1% pts

Operating margin

3.4%+0.7% pts

Net margin

2.6%+5.9% pts

FCF margin

7.6%-3.2% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$8.86B$8.86B$7.24B$6.81B$4.12B
Net Income$226.7M$226.7M$-40.9M$624.7M$-137.4M
EBITDA$648.8M$648.8M$561.6M$718.3M$284.3M
EPS——-0.081.11-0.25
Gross Margin25.1%25.1%28.9%27.5%30.2%
Operating Margin3.4%3.4%2.0%7.8%2.7%
Net Margin2.6%2.6%-0.6%9.2%-3.3%
Balance Sheet
Debt/Equity0.080.08—2.597.38
Current Ratio1.421.42———
Cash Flow
Free Cash Flow$671.6M$671.6M$418.3M$-52.3M$445.7M
Returns
ROE5.0%5.0%-0.9%67.1%-46.8%
Valuation
P/E1.231.23—35.25—
EV/EBITDA43.0943.0925.5234.0445.31
P/B6.076.073.4723.6936.50
Growth & Yield
Revenue Growth22.5%22.5%6.2%65.5%—
EPS Growth——-107.2%553.8%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +34.7%

Total return

+34.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.08 → n/d

Residual

+34.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+34.7%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.