Reverse DCF

What growth does the market imply for ARE%26M?

Working backwards from the current price to find the FCF growth assumption baked in.

very aggressive

27.3% implied annual FCF growth

The market is pricing in exceptional growth that only a handful of companies sustain for a decade. For context, this company has historically grown at 11.4%. High execution risk.

Current Price

₹766

Historical Growth

11.4%

FCF Yield

1.08%

Price / FCF

92.8x

Plain English

To justify today's price of $766.20, ARE&M.NS needs to grow its free cash flow at 27.3% per year for the next 10 years. That is 15.9% faster than its historical growth rate of 11.4%. At its historical growth rate, the stock cannot justify its current price within a 20-year horizon. The market is pricing in a step-change in performance.

Adjust Assumptions

10.8%
6%13%20%
4.0%
0%3%6%

Growth Scenarios

What the stock is worth at different growth assumptions

ScenarioFCF GrowthImplied IVMoS vs Price
GDP rate10.0%₹197-74.3%
Historical11.4%₹220-71.3%
Half implied13.7%₹263-65.7%
Implied27.3%₹760-0.8%

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This is an analytical tool, not investment advice. Implied growth is a mathematical inversion of the DCF model and depends on WACC and terminal growth assumptions. YieldIQ is not registered with SEBI as an investment adviser.

ARE&M Reverse DCF — Market Implies 27.3% FCF Growth | YieldIQ