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TAFI Industries Berhad, (7211) Fair Value & Analysis

Consumer Cyclical · MY · Market cap 228M MYR

TI TAFI Industries Berhad, 7211 · KLSE
Price0.5800 MYR
Fair Value1.42 MYR
Upside+144.8%
Quality52/100
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Mixed Growth
Solidly profitable · 10.9% net margin
Low debt · negative free cash flow
Ranks above peers (10/11)
Moderate moat 50/100
Evidence: High Range 1.06 MYR – 1.77 MYR Share as image

Fair value as of: Jul 15, 2026

From 15 valuation models · updated 26 days ago

Share price −3.3% over the past month.

A solid business, screening 145% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (1.06 MYR). The market is more pessimistic than our downside scenario.
  • Solid quality (52/100) at a price below fair value, the discount is the argument here, not the business quality.
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Price vs Fair Value (5 years)

1.28 MYR 0.1946 MYR Fair Value 1.42 MYR Jan 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 15, 2026.

How to read this chart

60‑month range 0.1946 MYR – 1.28 MYR · fair‑value band 1.06 MYR – 1.77 MYR · the 0.5800 MYR price screens below the 1.42 MYR fair value. Dashed = 300-day average. As of Jul 15, 2026.

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Analysis

TAFI Industries Berhad, (7211) currently trades at 0.5800 MYR, while our model-based Fair Value estimate is 1.42 MYR, implying the stock looks roughly 144.8% undervalued today. The Quality Score stands at 52/100 (solid quality), in the Consumer Cyclical sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, TAFI Industries Berhad, generated revenue of 150M MYR at a net margin of 10.9%. Revenue grew 192.6% year over year. Net debt stands at 8.7M MYR. The stock trades on a trailing P/E of 12.6. Fundamentals as of Jul 15, 2026

Our scenario range runs from 1.06 MYR (bear case) to 1.77 MYR (bull case); at 0.5800 MYR, the current price sits below 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 17% below its 52-week high and 15% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at 16% fair-value upside, at 145%, 7211 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
ROIC Compounder 0.9600 MYR 1.25 MYR 1.58 MYR 72
Growth-Adj P/E 1.86 MYR 2.66 MYR 3.46 MYR 68
P/E Multiple 1.06 MYR 1.42 MYR 1.77 MYR 63
All 15 models by family
DCF Models
Owner Earnings 0.8600 MYR 1.62 MYR 2.94 MYR 31
Earnings-Based
Graham-Dodd 0.4400 MYR 3.06 MYR 4.29 MYR 54
Lynch FV 1.36 MYR 1.95 MYR 2.53 MYR 50
PEG = 1.0 1.36 MYR 1.95 MYR 2.53 MYR 46
EPV 0.8200 MYR 0.9100 MYR 0.9800 MYR 59
Multiples
P/E Multiple 1.06 MYR 1.42 MYR 1.77 MYR 63
P/S Multiple 0.5300 MYR 0.7100 MYR 0.8900 MYR 58
P/B Multiple 0.7800 MYR 1.04 MYR 1.30 MYR 55
EV/EBIT 1.64 MYR 2.17 MYR 2.69 MYR 53
EV/EBITDA 1.18 MYR 1.55 MYR 1.92 MYR 54
EV/Revenue 0.5700 MYR 0.7800 MYR 0.9900 MYR 43
Asset-Based
NCAV (Graham) 0.1300 MYR 0.1700 MYR 0.2600 MYR 50
Economic Profit
Residual Income 0.3300 MYR 0.4500 MYR 1.74 MYR 61
ROIC Compounder 0.9600 MYR 1.25 MYR 1.58 MYR 72
Growth Earnings
Growth-Adj P/E 1.86 MYR 2.66 MYR 3.46 MYR 68

Widest divergence: Growth Earnings (2.66 MYR) versus Asset-Based (0.1700 MYR). Highest evidence: ROIC Compounder (72).

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Key figures & financial health

Revenue (TTM) 150M MYR
Revenue growth (YoY) +193%
Net margin 10.9%
Return on equity 2,462%
Free cash flow −1.6M MYR FY2024
P/E ratio 12.0
More key figures
Operating margin 11.7%
EPS (TTM) 0.0500 MYR
EPS growth (YoY) +350%
Net debt 8.7M MYR FY2024

Figures from reported company fundamentals · as of Jul 15, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 52/100

Of which business quality 51 · Market factors (momentum, volatility) 52

Profitability 52
Margins and returns on capital today
Quality Growth 80
Are margins and returns improving?
Cashflow 7
Earnings quality: real cash, not paper profit
Fin. Strength 61
Balance sheet, leverage, solvency risk
Investment 41
Disciplined investing over empire-building
Low Volatility 84
Calm price path (market factor)
Momentum 37
Price trend over the last 3–12 months (market factor)
52W Momentum 41
Distance to the 52-week high (market factor)
Net Issuance 78
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

TAFI Industries Berhad, together with its subsidiaries, manufactures and trades in wood-based home and office furniture products in Malaysia and internationally. It operates in five segments: Furniture Products; Construction; Property Development; Trading; and Others.

Full company description

TAFI Industries Berhad, together with its subsidiaries, manufactures and trades in wood-based home and office furniture products in Malaysia and internationally. It operates in five segments: Furniture Products; Construction; Property Development; Trading; and Others. The company offers home furniture products for living rooms, bedrooms, and study rooms; project-based furniture and related products; project management and consultancy services; general contractors and construction related works; and property development services. It also trades in wood related products, glass, builders' materials, timber, household utensils and fittings, electrical appliances, wiring and materials, wireless apparatus, solar panels, inverters, and solar related products; and holds investments in properties. The company exports its products to North America, Europe, and the Middle East. It serves original equipment manufacturers. The company was incorporated in 2004 and is based in Muar, Malaysia. TAFI Industries Berhad is a subsidiary of Armani Synergy Sdn. Bhd.

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

Revenue & earnings trend

FY2020 – FY2024 · reported fiscal years

TAFI Industries Berhad, reported revenue of 224M MYR in FY2024 versus 29.4M MYR in FY2020, a compound +66.2%/yr. Reported net income was 24.5M MYR in FY2024.

Growth Quality 60/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2024)
224M MYR
Latest YoY
+226.2%
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.
+72.7%
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.
+52.5%
Avg. growth/yr (12Y) 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.
+16.5%
Revenue +66.2%/yr
FY20 29.4M MYR
FY21 43.5M MYR
FY22 72.8M MYR
FY23 68.8M MYR
FY24 224M MYR
Net income
FY20 −9.4M MYR
FY21 5.5M MYR
FY22 10.0M MYR
FY23 732K MYR
FY24 24.5M MYR

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Cite: Fair Value Calculator (2026). "TAFI Industries Berhad, Fair Value". https://www.fairvalue-calculator.com/stock/7211

Peer Group

Furnishings, Fixtures & Appliances · 311 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 52 · Below median
Fair Value upside +145% · Top 25%
Return on assets 6% · Top 25%
Net margin (TTM) 11% · Top 25%
Operating margin (TTM) 12% · Top 25%
Revenue growth 193% · Top 25%
Debt / equity 0.01× · Lower than median

Valuation Multiples vs Furnishings, Fixtures & Appliances median · lower = cheaper

P/E (TTM) 12.0× · Cheaper than 75% of peers
P/B 0.56× · Cheaper than median
P/S (TTM) 0.37× · Cheaper than median
EV/EBITDA 0.9× · 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 100 · sector 22
FUTURE 100 · sector 0
PAST 0 · sector 19
HEALTH 100 · sector 97
DIVIDEND 0 · sector 52

Insider activity: 40/100

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 Furnishings, Fixtures & Appliances stocks, each showing price versus our Fair Value estimate (as of Jul 15, 2026).

Stock Price Fair Value vs Fair Value
Midea Group 000333 ¥82.71 ¥107.22 +30%
Gree Electric Appliances, Inc 000651 ¥38.25 ¥88.02 +130%
Haier Smart Home Co 600690 ¥21.46 ¥36.04 +68%
King Slide Works Co 2059 8,655 TWD 1,917 TWD -78%
Guangdong Songfa Ceramics Co 603268 ¥155.59 ¥38.95 -75%
SharkNinja, Inc SN $154.53 $89.07 -42%
Hisense Home Appliances Group 000921 ¥26.33 ¥48.03 +82%
Zhejiang Supor Co 002032 ¥43.85 ¥44.84 +2%
Ecovacs Robotics Co 603486 ¥58.97 ¥54.14 -8%
COWAY Co 021240 96,700 KRW 112,530 KRW +16%

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Frequently asked questions

Is TAFI Industries Berhad, (7211) overvalued or undervalued?
As of Jul 15, 2026, our model estimates a fair value of 1.42 MYR versus a price of 0.5800 MYR, about +145% (undervalued).
What is the fair value of 7211?
Our model-based fair value for TAFI Industries Berhad, is 1.42 MYR (as of Jul 15, 2026), built from audited fundamentals. The current price is 0.5800 MYR.
What is the quality score of 7211?
TAFI Industries Berhad, has a Quality Score of 52/100. 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 TAFI Industries Berhad, (7211)?
TAFI Industries Berhad, reported trailing-twelve-month revenue of about 150M MYR (latest available figure, as of Jul 15, 2026).
What is the net profit margin of 7211?
The net profit margin of TAFI Industries Berhad, is about 10.9%, meaning it keeps roughly 10.9% 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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