GreenVector Holdings Ltd

GRVTdata completeness 100%3 fiscal years on file

Data notes: no data for concept 'investmentsAtFairValue'; no data for concept 'netInvestmentIncome'; no data for concept 'epsDiluted'

The thesis, from the filings

GreenVector Holdings Ltd earns about 13% on invested capital, comfortably above its ~9% cost of capital, with a roughly flat share count — a real edge showing up in the numbers. The estimate methods put fair value between $0.11 and $0.3 a share.Whether it’s worth owning at today’s price is the last question — and yours to answer, below.

i. The business — what you’d actually own
FigureFY 2024FY 2025FY 2026
Revenue$2.77M1$5.29M1$4.37M1
Net income−$25,6752$1.26M2$109,7282
Operating cash flow$197,0143$849,3773$200,3433
Capital expenditure$70,8634$119,4254$87,8374
Free cash flow (derived)$126,1513$729,9523$112,5063
Total debt$468,5105$464,9165
Cash & equivalents$741,5376$1.18M6
Diluted shares11.0M11.0M11.0M

Superscripts are receipts. Each links to the SEC filing the number came from (full list at the bottom).

ii. Your slice — ownership made literal
If you owned
shares
Net assets behind them
$3.66
your share of equity
Profit it earned you last year
$0.1
Free cash flow it threw off
$0.1
Debt you’d be carrying
$0.42

10 shares is a claim on $3.66 of net worth that earned you $0.1 and generated $0.1 of cash last year, against $0.42 of debt.

iii. Is this a good business?
Moat signal · return on invested capital
13% avg · 3y
FY24 -1%FY25 35%FY26 4%

It earned about 13% on invested capital against a ~9% cost of capital — comfortably above the cost of funding, a moderate advantage.

seeing a moat in the numbers →
Management signal · capital allocation
−0% shares · 3y

Share count is roughly flat over 3 years — little dilution, little buyback. Total debt has held roughly steady.

reading capital allocation →

Signals, not verdicts — read from the filings above. Numbers don’t prove a moat; they show its footprint. You decide.

iv. What it’s worth — engine v0.3.0

The 3 estimate methods that apply put fair value between $0.11 and $0.3 a share. They rest on different assumptions, so where they diverge is the story.

DCF · Growth Exit 10Y
$0.3
assumptions (10)
  • riskFreeRate4.3%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears10
  • fcfGrowth5.0%
  • fcfBase$126,151
DCF · Growth Exit 5Y
$0.28
assumptions (10)
  • riskFreeRate4.3%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears5
  • fcfGrowth5.0%
  • fcfBase$126,151
Earnings Power Value
$0.11
assumptions (8)
  • riskFreeRate4.3%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • normalizedEarnings$109,728
  • growthAssumed0.0%
Graham Number
not applicable
diluted EPS missing or non-positive — Graham Number undefined

Different models answer different questions — which to trust when →

v. The price question — last, on purpose
Is today’s price fair?
See live price ↗
Type a price. The ledger answers.
Or set your own belief
FCF growth, next 5 years5.0%
Discount rate (WACC)8.54%
Terminal growth2.5%
At your growth, a share is worth $0.28
The three cases
Bear0.0%$0.24
Base5.0%$0.28
Bull10.0%$0.33

Bear/base/bull growth = 0% / filed history / history + 5pp. Type a price to see the return each case implies.

Default growth 5.0%= this company’s own filed history (median-to-median FCF CAGR, clamped 0–20%). Your adjustments are recorded anonymously. They become the “what do owners actually believe” dataset.

Sources — the receipts
  1. 20-F · period ending 2024-03-31 · accession 0001493152-26-035692 (RevenueFromContractWithCustomerExcludingAssessedTax)
  2. 20-F · period ending 2024-03-31 · accession 0001493152-26-035692 (NetIncomeLoss)
  3. 20-F · period ending 2024-03-31 · accession 0001493152-26-035692 (NetCashProvidedByUsedInOperatingActivities)
  4. 20-F · period ending 2024-03-31 · accession 0001493152-26-035692 (PaymentsToAcquirePropertyPlantAndEquipment)
  5. 20-F · period ending 2025-03-31 · accession 0001493152-26-035692 (LongTermDebt)
  6. 20-F · period ending 2025-03-31 · accession 0001493152-26-035692 (CashAndCashEquivalentsAtCarryingValue)