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TCS Group (0221) Fair Value & Analysis

Industrials · MY · Market cap 56.2M MYR

TG TCS Group 0221 · KLSE
Price0.0800 MYR
Fair Value0.0713 MYR
Upside-10.9%
Quality36/100
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Expensive Growth
Thin margins · 0.5% net margin
Low debt · negative free cash flow
Mixed vs. peers (6/11)
Narrow moat 25/100
Evidence: Medium Range 0.0563 MYR – 0.0788 MYR Share as image

Fair value as of: Jul 16, 2026

From 15 valuation models · updated 25 days ago

Fair value updated Jul 16, 2026, revised from 0.0720 MYR to 0.0713 MYR (−1.0%) since Jun 26, 2026. Share price −5.9% over the past month.

Below-average quality, and screening another 11% overvalued on our models.

What matters now

  • Our model range runs from 0.0563 MYR (bear) to 0.0788 MYR (bull), base 0.0713 MYR. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 36/100 (below-average quality) with medium evidence: read the verdict with care.
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Price vs Fair Value (5 years)

0.6497 MYR 0.0750 MYR Fair Value 0.0713 MYR Feb 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.

How to read this chart

60‑month range 0.0750 MYR – 0.6497 MYR · fair‑value band 0.0563 MYR – 0.0788 MYR · the 0.0800 MYR price screens above the 0.0713 MYR fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 16, 2026.

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Analysis

TCS Group (0221) currently trades at 0.0800 MYR, while our model-based Fair Value estimate is 0.0713 MYR, implying the stock looks roughly 10.9% overvalued today. The Quality Score stands at 36/100 (below-average quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).

Over the trailing twelve months, TCS Group generated revenue of 430M MYR at a net margin of 0.5%. Revenue grew 175.2% year over year. It earns a return on equity of 2.6%. Net debt stands at 18.1M MYR. Fundamentals as of Jul 16, 2026

Our scenario range runs from 0.0563 MYR (bear case) to 0.0788 MYR (bull case); at 0.0800 MYR, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 43% below its 52-week high, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -45% fair-value upside, at -11%, 0221 screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Residual Income 0.0800 MYR 0.0800 MYR 0.0600 MYR 76
ROIC Compounder 0.0500 MYR 0.0500 MYR 0.0500 MYR 72
Growth-Adj P/E 0.0400 MYR 0.0600 MYR 0.0800 MYR 68
All 15 models by family
DCF Models
Owner Earnings 0.0700 MYR 0.1100 MYR 0.1700 MYR 31
Earnings-Based
Graham-Dodd 0.0200 MYR 0.1100 MYR 0.1400 MYR 54
Lynch FV 0.0300 MYR 0.0400 MYR 0.0500 MYR 50
PEG = 1.0 0.0300 MYR 0.0400 MYR 0.0500 MYR 46
EPV 0.0500 MYR 0.0500 MYR 0.0500 MYR 59
Multiples
P/E Multiple 0.0500 MYR 0.0700 MYR 0.0900 MYR 63
P/S Multiple 0.0400 MYR 0.0600 MYR 0.0700 MYR 58
P/B Multiple 0.0400 MYR 0.0600 MYR 0.0700 MYR 55
EV/EBIT 0.1000 MYR 0.1300 MYR 0.1600 MYR 53
EV/EBITDA 0.2000 MYR 0.2700 MYR 0.3400 MYR 54
EV/Revenue 0.0800 MYR 0.1000 MYR 0.1300 MYR 43
Asset-Based
NCAV (Graham) 0.0700 MYR 0.0900 MYR 0.1300 MYR 50
Economic Profit
Residual Income 0.0800 MYR 0.0800 MYR 0.0600 MYR 76
ROIC Compounder 0.0500 MYR 0.0500 MYR 0.0500 MYR 72
Growth Earnings
Growth-Adj P/E 0.0400 MYR 0.0600 MYR 0.0800 MYR 68

Widest divergence: DCF Models (0.1100 MYR) versus Earnings-Based (0.0400 MYR). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 430M MYR
Revenue growth (YoY) +175%
Net margin 0.5%
Return on equity 2.6%
Free cash flow −10.9M MYR FY2025
Operating margin 0.7%
More key figures
EPS growth (YoY) -33.2%
Net debt 18.1M MYR FY2025

Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 36/100

Of which business quality 35 · Market factors (momentum, volatility) 24

Profitability 33
Margins and returns on capital today
Quality Growth 29
Are margins and returns improving?
Cashflow 8
Earnings quality: real cash, not paper profit
Fin. Strength 36
Balance sheet, leverage, solvency risk
Investment 84
Disciplined investing over empire-building
Low Volatility 51
Calm price path (market factor)
Momentum 13
Price trend over the last 3–12 months (market factor)
52W Momentum 13
Distance to the 52-week high (market factor)
Net Issuance 42
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

TCS Group Holdings Berhad, an investment holding company, provides construction services for buildings, infrastructure, civil, and structural works in Malaysia.

Full company description

TCS Group Holdings Berhad, an investment holding company, provides construction services for buildings, infrastructure, civil, and structural works in Malaysia. The company's services cover residential buildings, including terrace houses, bungalows, apartments, and condominiums; commercial buildings, such as shop offices, shopping complexes, and purpose-built buildings; and civil works comprising construction of roads, water and sewerage treatment plants, electrical substations, water tanks, and reticulation systems for townships. It provides solutions harnessing natural resources; infrastructure and civil engineering work, including earthworks, roads and drainage, sewerage, wastewater and water treatment plants, highways, and bridges; design and build industrial and institutional building; piling and geotechnical services comprising bored piles, driven and jack-in-piles, and micro piles; earth retaining structure; basements structure; and soil investigation, soil and ground improvement, slope stabilization and protection, and ground anchors and steel strutting services. In addition, the company engages in the rental of properties and transportation support activities. TCS Group Holdings Berhad was founded in 1999 and is based in Jenjarom, Malaysia.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

TCS Group reported revenue of 356M MYR in FY2025 versus 204M MYR in FY2021, a compound +14.9%/yr. Reported net income was 2.3M MYR in FY2025, compounding −2.4%/yr from FY2021.

Growth Quality 38/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
356M MYR
Latest YoY
−9.4%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+10.8%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+8.0%
Avg. growth/yr (9Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+14.7%
Revenue +14.9%/yr
FY21 204M MYR
FY22 262M MYR
FY23 374M MYR
FY24 393M MYR
FY25 356M MYR
Net income −2.4%/yr
FY21 2.5M MYR
FY22 −3.4M MYR
FY23 −32.9M MYR
FY24 1.4M MYR
FY25 2.3M MYR

0221 screens 11% overvalued. Compare with Larsen & Toubro Limited →

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Cite: Fair Value Calculator (2026). "TCS Group Fair Value". https://www.fairvalue-calculator.com/stock/0221

Peer Group

Engineering & Construction · 839 stocks

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.

Quality Score 36 · Bottom 25%
Fair Value upside −13% · Above median
Return on equity (TTM) 3% · Below median
Return on assets 1% · Below median
Net margin (TTM) 0% · Below median
Operating margin (TTM) 1% · Below median
Revenue growth 175% · Top 25%
Debt / equity 0.06× · Lower than median

Valuation Multiples vs Engineering & Construction median · lower = cheaper

P/B 0.16× · Cheaper than 75% of peers
P/S (TTM) 0.03× · Cheaper than 75% of peers
EV/EBITDA 1.0× · Cheaper than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 17 · sector 16
FUTURE 100 · sector 17
PAST 10 · sector 26
HEALTH 97 · sector 94
DIVIDEND 0 · sector 33

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Engineering & Construction stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).

Stock Price Fair Value vs Fair Value
Larsen & Toubro Limited LT ₹3,815 ₹1,994 -48%
Samsung C&T Corporation 028260 346,000 KRW 268,779 KRW -22%
Hyundai Engineering & Construction Co 000720 99,000 KRW 63,993 KRW -35%
United Integrated Services Co 2404 1,250 TWD 925.62 TWD -26%
Samsung E&A Co 028050 42,550 KRW 44,840 KRW +5%
Rail Vikas Nigam Limited RVNL ₹232.67 ₹61.46 -74%
Daewoo Engineering & Construction Co 047040 16,240 KRW 6,507 KRW -60%
NBCC (India) Limited NBCC ₹96.32 ₹48.22 -50%
Cemindia Projects Limited CEMPRO ₹1,330 ₹730.69 -45%
KEPCO Engineering & Construction Company 052690 92,700 KRW 20,172 KRW -78%

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Frequently asked questions

Is TCS Group (0221) overvalued or undervalued?
As of Jul 16, 2026, our model estimates a fair value of 0.0713 MYR versus a price of 0.0800 MYR, about −11% (overvalued).
What is the fair value of 0221?
Our model-based fair value for TCS Group is 0.0713 MYR (as of Jul 16, 2026), built from audited fundamentals. The current price is 0.0800 MYR.
What is the quality score of 0221?
TCS Group has a Quality Score of 36/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of TCS Group (0221)?
TCS Group reported trailing-twelve-month revenue of about 430M MYR (latest available figure, as of Jul 16, 2026).
What is the net profit margin of 0221?
The net profit margin of TCS Group is about 0.5%, meaning it keeps roughly 0.5% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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