Mint Inc Ltd

MIMIdata completeness 100%3 fiscal years on file

Data notes: no data for concept 'interestExpense'

The thesis, from the filings

Mint Inc Ltd earns about 253% on invested capital, far above its ~9% cost of capital, but has diluted owners by 2% over 3 years — a real edge showing up in the numbers. The estimate methods put fair value between $0.38 and $0.75 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 2023FY 2024FY 2025
Revenue$2.44M1$4.08M1$3.05M1
Net income$819,4242$783,4382−$1.46M2
Operating cash flow$722,5163$756,4713−$3.26M3
Capital expenditure$5,1444$8,2254$7,2274
Free cash flow (derived)$717,3723$748,2463−$3.27M3
Total debt$2.29M5
Cash & equivalents$292,9356$317,3227$4.52M7
Diluted shares21.0M21.0M21.4M

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
$2.71
your share of equity
Profit it earned you last year
−$0.68
Free cash flow it threw off
−$1.52
Debt you’d be carrying
$1.07

10 shares is a claim on $2.71 of net worth that earned you −$0.68 and generated −$1.52 of cash last year, against $1.07 of debt.

iii. Is this a good business?
Moat signal · return on invested capital
253% avg · 3y
FY23 705%FY24 89%FY25 -36%

It earned about 253% on invested capital, year after year, against a ~9% cost of capital — the footprint of real pricing power. Competition usually drags returns like this back down; here it hasn't.

seeing a moat in the numbers →
Management signal · capital allocation
+2% shares · 3y

Share count is up 2% over 3 years — owners have been diluted. Worth asking what they got for it. 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 v0.1.0

The 3 estimate methods that apply put fair value between $0.38 and $0.75 a share. They rest on different assumptions, so where they diverge is the story.

DCF · Growth Exit 10Y
$0.75
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears10
  • fcfGrowth5.0%
  • fcfBase$717,372
DCF · Growth Exit 5Y
$0.7
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears5
  • fcfGrowth5.0%
  • fcfBase$717,372
Earnings Power Value
$0.38
assumptions (8)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • normalizedEarnings$783,438
  • 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)8.93%
Terminal growth2.5%
At your growth, a share is worth $0.7
The three cases
Bear0.0%$0.58
Base5.0%$0.7
Bull10.0%$0.84

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 2023-03-31 · accession 0001213900-25-069308 (Revenues)
  2. 20-F · period ending 2023-03-31 · accession 0001213900-25-069308 (NetIncomeLoss)
  3. 20-F · period ending 2023-03-31 · accession 0001213900-25-069308 (NetCashProvidedByUsedInOperatingActivities)
  4. 20-F · period ending 2023-03-31 · accession 0001213900-25-069308 (PaymentsToAcquirePropertyPlantAndEquipment)
  5. 20-F · period ending 2025-03-31 · accession 0001213900-25-069308 (LongTermDebt)
  6. 20-F · period ending 2023-03-31 · accession 0001213900-25-069308 (CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents)
  7. 20-F · period ending 2024-03-31 · accession 0001213900-25-069308 (CashAndCashEquivalentsAtCarryingValue)