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Leader Steel Holdings (9881) Fair Value & Analysis

Basic Materials · MY · Market cap 66.5M MYR

LS Leader Steel Holdings 9881 · KLSE
Price0.4300 MYR
Fair Value1.48 MYR
Upside+244.2%
Quality34/100
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Evidence: Low Range 1.10 MYR – 2.21 MYR

Fair value as of: Jul 14, 2026

From 2 valuation models · updated today

Fair value updated Jul 14, 2026 — revised from 6.62 MYR to 1.48 MYR (−77.6%) since Jun 24, 2026. Share price +13.2% over the past month.

Price vs Fair Value (12 months)

0.4800 MYR 0.3150 MYR Fair Value 1.48 MYR Jun 2025 Jun 2026

12‑month range 0.3150 MYR – 0.4800 MYR · fair‑value band 1.10 MYR – 2.21 MYR · the 0.4300 MYR price screens below the 1.48 MYR fair value. As of Jul 14, 2026.

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Analysis

Leader Steel Holdings (9881) currently trades at 0.4300 MYR, while our model-based Fair Value estimate is 1.48 MYR — implying the stock looks roughly 244.2% undervalued today. We read business quality at 34/100 (below-average quality), in the Basic Materials 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: low) — always confirm before acting.

Over the trailing twelve months, Leader Steel Holdings generated revenue of 168M MYR at a net margin of -0.9%. Revenue grew 34.8% year over year. It earns a return on equity of -0.5%. Net debt stands at 47.3M MYR. Fundamentals as of Jul 14, 2026

Our scenario range runs from 1.10 MYR (bear case) to 2.21 MYR (bull case); at 0.4300 MYR, the current price sits below that range. The share trades about 13% below its 52-week high and 39% above its 52-week low, currently above its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -38% fair-value upside — at 244%, 9881 screens cheaper than that median.

Key figures & financial health

Revenue (TTM) 168M MYR
Revenue growth (YoY) +34.8%
Net margin -0.9%
Return on equity -0.5%
Free cash flow −3.5M MYR FY2025
Operating margin -2.0%
More key figures
EPS (TTM) -0.0100 MYR
EPS growth (YoY) +170%
Net debt 47.3M MYR FY2025

Figures from reported company fundamentals (EODHD) · as of Jul 14, 2026. TTM = trailing twelve months.

About the company

Leader Steel Holdings Berhad, an investment holding company, manufactures, processes, and trades in steel and metal products, and minerals in Malaysia and China. It operates through Steel and Mineral segments. The company offers hot and cold rolled steel products, including steel pipes and tubes, hollow sections, flat and angle bars, U and C channels, etc., as well as trolley tracks, square bars, and steel plates; mild steel cold/hot rectangular and mild steel cold/hot roll square hollow sections for furniture, non-structural construction, and mechanical applications; mild steel black welded steel pipes used in furniture, and non-structural construction applications; furniture tubes; and steel sheets. It also engages in processing and trading of steel and metal products; providing transportation services; and property holding activities. Leader Steel Holdings Berhad was founded in 1987 and is headquartered in Perai, Malaysia.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Leader Steel Holdings reported revenue of 157M MYR in FY2025 versus 232M MYR in FY2021, a compound −9.3%/yr. Reported net income was −2.3M MYR in FY2025.

Revenue −9.3%/yr
FY21 232M MYR
FY22 222M MYR
FY23 192M MYR
FY24 218M MYR
FY25 157M MYR
Net income
FY21 26.4M MYR
FY22 6.5M MYR
FY23 19.0M MYR
FY24 2.2M MYR
FY25 −2.3M MYR

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Cite: Fair Value Calculator (2026). "Leader Steel Holdings Fair Value". https://www.fairvalue-calculator.com/stock/9881.KLSE

Similar stocks

10 more Steel stocks, each showing price versus our Fair Value estimate (as of Jul 14, 2026).

Stock Price Fair Value vs Fair Value
Nucor Corporation N1UE34 R$108.76 R$33.45 -69%
ArcelorMittal S.A ARMT34 R$172.80 R$119.18 -31%
JSW Steel Limited JSWSTEEL ₹1,284 ₹901.55 -30%
Tata Steel Limited TATASTEEL ₹206.77 ₹131.96 -36%
Baoshan Iron & Steel Co 600019 ¥5.74 ¥6.34 +10%
China Steel Corporation 2002A 38.25 TWD 9.37 TWD -76%
POSCO Holdings 005490 363,000 KRW 143,097 KRW -61%
Companhia Siderúrgica Nacional, SID 13,670 ARS 3,280 ARS -76%
Jindal Steel Limited JINDALSTEL ₹1,132 ₹516.27 -54%
Lloyds Metals and Energy Limited LLOYDSME ₹1,786 ₹1,099 -38%

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Frequently asked questions

Is Leader Steel Holdings (9881) undervalued?
As of Jul 14, 2026, our model estimates a fair value of 1.48 MYR versus a price of 0.4300 MYR — about +244% (undervalued). Model-based estimate, not financial advice.
What is the fair value of 9881?
Our model-based fair value for Leader Steel Holdings is 1.48 MYR (as of Jul 14, 2026), built from audited fundamentals. The current price is 0.4300 MYR.
What is the quality score of 9881?
Leader Steel Holdings has a Quality Score of 34/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Leader Steel Holdings (9881)?
Leader Steel Holdings reported trailing-twelve-month revenue of about 168M MYR (latest available figure, as of Jul 14, 2026).
What is the net profit margin of 9881?
The net profit margin of Leader Steel Holdings is about -0.9%, meaning it is currently running at a net loss. 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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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.