De Licacy Industrial Co Ltd (1464) fair value: what the stock is really worth
As of Nov 9, 2026: fair value (intrinsic value) of De Licacy Industrial Co Ltd stock TWD 6.72, price TWD 9.34, that is 28.0% below the price, quality 46 out of 100. Rating: overvalued. Calculated from audited financials with 25 of our 26 valuation models and 37 quality factors, updated daily.
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De Licacy Industrial Co Ltd
1464 · TWOur calculation puts a fair price 28% below what the stock costs today.
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Price vs Fair Value
White line = price, green steps = our fair value per fiscal year. As of Nov 7, 2026.
How to read this chart
60‑month range 9.16 TWD – 19.35 TWD · fair‑value band 6.66 TWD – 8.29 TWD · the 9.34 TWD price screens above the 6.72 TWD fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Nov 7, 2026.
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Company profile
De Licacy Industrial Co., Ltd. engages in the research and development, manufacture, and sale of fabrics in Taiwan. It offers P/D and Y/D functional fabrics; and coating, lamination, and bonding fabrics.
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The company also provides performance and protect fabrics, such as AERO-TECH, easy move, mechanical stretch, wicking, 3D double weaving, high density, feather weight, water repellent, antu-UV, 2 layer lamination, 3 layer soft shell, 2 layer bonding, and functional coating fabrics; and eco green fabrics, including recycled polyester, organic cotton, PFC-free W/R, and DL cool fabrics.
In addition, it offers casual and fashion fabrics comprising synthetic yarn dyed, seersucker, dobby design, silky drape, satin, denim look, and beachwear fabrics; and interiors textiles consisting of dense felt like, metallic luster, mat weaving, suede-like, and water and oil repellent/soil release fabrics.
De Licacy Industrial Co., Ltd. was founded in 1982 and is headquartered in Tainan City, Taiwan.
Stock analysis
De Licacy Industrial Co Ltd (1464) currently trades at 9.34 TWD, while our model-based Fair Value estimate is 6.72 TWD, 28% below the price, so the stock looks overvalued today.
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Valuation
Bull case: the DCF Models group reads highest at a median of 16.70 TWD per share, and 12 of the 24 models we run sit above the 9.34 TWD price.
Bear case: the Earnings-Based group reads lowest at 3.30 TWD, and 12 of the 24 models stay below the price. Data coverage for this calculation is low.
Scenario range: 6.66 TWD (bear) to 8.29 TWD (bull), the price of 9.34 TWD sits above it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 46/100 (below-average quality), in the Consumer Cyclical sector.
Healthy Growth: Revenue growth appears healthy and is supported by profitability and cash-flow quality.
De Licacy Industrial Co Ltd reported revenue of 12.6B TWD in FY2025 versus 10.5B TWD in FY2021, a compound +4.7%/yr. Reported net income was 150M TWD in FY2025, compounding −4.8%/yr from FY2021.
Key figures
Market cap 3.9B TWD (≈ $120M) Micro · P/E ratio 11.4 · P/S ratio 0.32 · EPS (TTM) 0.8200 TWD · Dividend yield 2.7% · Net margin 2.2% · Return on equity 4.0% · Return on assets (EBIT) 2.2% (5-year average).
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 22 out of 100 (medium confidence).
What moves the price
The share trades about 22% below its 52-week high and 2% above its 52-week low, currently below its 200-day average.
For context, the median of 10 Consumer Cyclical peers we cover trades at −8% fair-value upside, at −28%, 1464 screens richer than that median.
Fair Value models
All 25 models by family
The fair value above starts from this blend and is adjusted for dilution from new shares.
Quality Score breakdown
It rates the business: profits, how they develop, real cash, balance sheet, investing and share count.
Revenue & earnings trend
Growth Forecast
1464 screens overvalued: fair value 28% below the price. Compare with Tongkun Group →
Compare De Licacy Industrial Co Ltd with another stock
Price, fair value, quality and upside side by side.
Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Textile Manufacturing · 338 stocks
Valuation Multiplesvs Textile Manufacturing median · lower = cheaper
Strength profile in five axes (Snowflake)
VALUE 0: the price sits above our fair-value range.
Context: sector, industry, market
- Is the Consumer Discretionary sector expensive or cheap?
- P/E, EV/EBITDA and margins by industry (reference tables)
- EBIT margin by industry
- P/S ratio by industry
- PEG screener for stocks with fair value
- Undervalued stocks: Taiwanese Stocks
- Valuation of the Taiwan market
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Textile Manufacturing stocks, each showing price versus our Fair Value estimate.
| Stock | Price | Fair Value | vs Fair Value | Compare |
|---|---|---|---|---|
| Shenzhou International Group 2313 | HK$42.12 | HK$72.40 | +72% | vs 1464 |
| K.P.R. Mill Limited KPRMILL | ₹1,164 | ₹1,604 | +38% | vs 1464 |
| Inner Mongolia ERDOS Resources Co 600295 | ¥14.81 | ¥16.12 | +9% | vs 1464 |
| Far Eastern New Century Corporation 1402 | 27.25 TWD | 27.89 TWD | +2% | vs 1464 |
| Ruentex Industries Ltd 2915 | 53.10 TWD | 48.61 TWD | −8% | vs 1464 |
| Tongkun Group 601233 | ¥23.37 | ¥14.51 | −38% | vs 1464 |
| Zhejiang Orient Holdings 600120 | ¥4.34 | ¥2.40 | −45% | vs 1464 |
| Albany International Corp AIN | $67.28 | $24.93 | −63% | vs 1464 |
| HMT (Xiamen) New Technical Materials Co 603306 | ¥44.18 | ¥14.96 | −66% | vs 1464 |
| Welspun Living Limited WELSPUNLIV | ₹241.30 | ₹47.77 | −80% | vs 1464 |
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Key figures of De Licacy Industrial Co Ltd
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