ESAB INDIA LIMITED |
Market Closed -
Other stock markets
|
5-day change | 1st Jan Change | ||
| 5,224 INR | -1.44% |
|
+3.98% | -11.18% |
Valuation
| Fiscal Period: March | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|---|---|
| Capitalization 1 | 10,891 | 14,234 | 16,718 | 27,550 | 46,509 | 54,381 |
| Enterprise Value (EV) 1 | 9,179 | 13,501 | 15,231 | 26,985 | 46,012 | 53,946 |
| P/E ratio | 29.3 x | 24.7 x | 23.4 x | 46.5 x | 55.2 x | 40.1 x |
| Yield | 0.14% | 9.73% | 6.45% | 2.46% | 1.99% | 2.21% |
| Capitalization / Revenue | 2.04 x | 2.11 x | 2.38 x | 4.01 x | 5.19 x | 4.99 x |
| EV / Revenue | 1.72 x | 2 x | 2.17 x | 3.93 x | 5.13 x | 4.95 x |
| EV / EBITDA | 17.3 x | 16.4 x | 15.3 x | 31.5 x | 38.7 x | 28.3 x |
| EV / FCF | -18.3 x | 22.6 x | 27.7 x | 87.2 x | 58.7 x | 71.2 x |
| FCF Yield | -5.47% | 4.42% | 3.6% | 1.15% | 1.7% | 1.4% |
| Price to Book | 2.88 x | 5.34 x | 4.95 x | 10.6 x | 19 x | 20.9 x |
| Nbr of stocks (in thousands) | 15,393 | 15,393 | 15,393 | 15,393 | 15,393 | 15,393 |
| Reference price 2 | 707.6 | 924.7 | 1,086 | 1,790 | 3,021 | 3,533 |
| Announcement Date | 7/13/18 | 7/5/19 | 7/27/20 | 7/6/21 | 7/11/22 | 7/14/23 |
1INR in Million2INR
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: March | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|---|---|
| Net sales 1 | 5,334 | 6,744 | 7,011 | 6,864 | 8,963 | 10,908 |
| EBITDA 1 | 529.9 | 823.7 | 993 | 855.5 | 1,190 | 1,906 |
| EBIT 1 | 438.3 | 725.5 | 882.5 | 754.3 | 1,092 | 1,804 |
| Operating Margin | 8.22% | 10.76% | 12.59% | 10.99% | 12.19% | 16.54% |
| Earnings before Tax (EBT) 1 | 526.4 | 841.4 | 972.4 | 805.3 | 1,136 | 1,823 |
| Net income 1 | 371.5 | 575.9 | 714.1 | 592.9 | 843.1 | 1,357 |
| Net margin | 6.97% | 8.54% | 10.18% | 8.64% | 9.41% | 12.44% |
| EPS 2 | 24.13 | 37.41 | 46.39 | 38.52 | 54.77 | 88.14 |
| Free Cash Flow 1 | -501.7 | 597.1 | 549 | 309.6 | 784.3 | 757.9 |
| FCF margin | -9.41% | 8.85% | 7.83% | 4.51% | 8.75% | 6.95% |
| FCF Conversion (EBITDA) | - | 72.49% | 55.29% | 36.19% | 65.93% | 39.77% |
| FCF Conversion (Net income) | - | 103.69% | 76.89% | 52.21% | 93.03% | 55.86% |
| Dividend per Share 2 | 1.000 | 90.00 | 70.00 | 44.00 | 60.00 | 78.00 |
| Announcement Date | 7/13/18 | 7/5/19 | 7/27/20 | 7/6/21 | 7/11/22 | 7/14/23 |
1INR in Million2INR
Estimates
Balance Sheet Analysis
| Fiscal Period: March | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|---|---|
| Net Debt 1 | - | - | - | - | - | - |
| Net Cash position 1 | 1,712 | 733 | 1,488 | 564 | 497 | 436 |
| Leverage (Debt/EBITDA) | - | - | - | - | - | - |
| Free Cash Flow 1 | -502 | 597 | 549 | 310 | 784 | 758 |
| ROE (net income / shareholders' equity) | 10.3% | 17.9% | 23.6% | 19.9% | 33.5% | 53.8% |
| ROA (Net income/ Total Assets) | 6.03% | 10.6% | 13.2% | 11.1% | 16.6% | 24.8% |
| Assets 1 | 6,162 | 5,456 | 5,426 | 5,323 | 5,089 | 5,475 |
| Book Value Per Share 2 | 246.0 | 173.0 | 219.0 | 168.0 | 159.0 | 169.0 |
| Cash Flow per Share 2 | 24.10 | 28.00 | 12.10 | 12.10 | 13.80 | 21.70 |
| Capex 1 | 165 | 124 | 198 | 104 | 112 | 338 |
| Capex / Sales | 3.1% | 1.84% | 2.82% | 1.52% | 1.25% | 3.09% |
| Announcement Date | 7/13/18 | 7/5/19 | 7/27/20 | 7/6/21 | 7/11/22 | 7/14/23 |
1INR in Million2INR
Estimates
EPS & Dividend
Year-on-year evolution of the PER
Change in Enterprise Value/EBITDA
Annual profits - Rate of surprise
| 1st Jan change | Capi. | |
|---|---|---|
| -11.18% | 964M | |
| +24.52% | 6.52B | |
| -2.80% | 2.92B | |
| -1.65% | 2.75B | |
| -11.60% | 1.62B | |
| -42.33% | 762M | |
| -31.54% | 656M | |
| -10.70% | 578M | |
| +5.28% | 537M | |
| +0.12% | 534M |
- Stock Market
- Equities
- ESABINDIA Stock
- Financials ESAB India Limited
