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Alkim Alkali Kimya A.S., (ALKIM) Fair Value & Analysis

Basic Materials · TR · Market cap 4.8B TRY

AA Alkim Alkali Kimya A.S., ALKIM · IS
Price15.75 TRY
Fair Value13.29 TRY
Upside-15.6%
Quality26/100
Expensive Growth
Loss-making · -9.2% net margin
Low debt · negative free cash flow
Trails peers (2/9)
Narrow moat 3/100
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Evidence: Medium Range 10.29 TRY – 16.30 TRY Share as image

Fair value as of: Jul 31, 2026

From 8 valuation models · updated today

Share price −11.7% over the past month.

Price vs Fair Value (12 months)

23.86 TRY 15.74 TRY Fair Value 13.29 TRY Aug 2025 Jul 2026

12‑month range 15.74 TRY – 23.86 TRY · fair‑value band 10.29 TRY – 16.30 TRY · the 15.75 TRY price screens above the 13.29 TRY fair value. As of Jul 31, 2026.

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Analysis

Alkim Alkali Kimya A.S., (ALKIM) currently trades at 15.75 TRY, while our model-based Fair Value estimate is 13.29 TRY, implying the stock looks roughly 15.6% overvalued today. We read business quality at 26/100 (below-average quality), in the Basic Materials 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, Alkim Alkali Kimya A.S., generated revenue of 5.0B TRY at a net margin of -9.2%. Revenue declined 6.7% year over year. It earns a return on equity of -11.1%. Fundamentals as of Jul 31, 2026

Our scenario range runs from 10.29 TRY (bear case) to 16.30 TRY (bull case); at 15.75 TRY, the current price sits within that range. The share trades about 38% below its 52-week high and 1% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at 21% fair-value upside, at -16%, ALKIM screens richer than that median.

Key figures & financial health

Revenue (TTM) 5.0B TRY
Revenue growth (YoY) -6.7%
Net margin -9.2%
Return on equity -11.1%
Free cash flow −339M TRY FY2025
Operating margin -6.6%
More key figures
EPS (TTM) -1.53 TRY
EPS growth (YoY) -66.6%

Figures from reported company fundamentals · as of Jul 31, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 26/100
Profitability 15
Quality Growth 28
Cashflow 14
Fin. Strength 76
Investment 7
Low Volatility 68
Momentum 23
52W Momentum 10
Net Issuance 40

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

Alkim Alkali Kimya A.S., together with its subsidiaries, engages in the production and sale of paper products in Turkey. The company offers first pulp paper, coated, and photocopy paper. It also provides sodium sulphate, potassium sulphate, salt, and magnesium chloride liquid. In addition, it offers insurance brokerage services.

Full company description

Alkim Alkali Kimya A.S., together with its subsidiaries, engages in the production and sale of paper products in Turkey. The company offers first pulp paper, coated, and photocopy paper. It also provides sodium sulphate, potassium sulphate, salt, and magnesium chloride liquid. In addition, it offers insurance brokerage services. The company was founded in 1948 and is headquartered in Istanbul, Turkey.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Alkim Alkali Kimya A.S., reported revenue of 5.1B TRY in FY2025 versus 1.1B TRY in FY2021, a compound +46.9%/yr. Reported net income was −408M TRY in FY2025.

Revenue +46.9%/yr
FY21 1.1B TRY
FY22 2.8B TRY
FY23 5.8B TRY
FY24 6.1B TRY
FY25 5.1B TRY
Net income
FY21 248M TRY
FY22 572M TRY
FY23 391M TRY
FY24 −179M TRY
FY25 −408M TRY

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Cite: Fair Value Calculator (2026). "Alkim Alkali Kimya A.S., Fair Value". https://www.fairvalue-calculator.com/stock/ALKIM

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 13 / 26
FUTURE 0 / 8
PAST 0 / 13
HEALTH 99 / 91
DIVIDEND 0 / 43

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 Paper & Paper Products stocks, each showing price versus our Fair Value estimate (as of Jul 31, 2026).

Stock Price Fair Value vs Fair Value
Klabin S.A KLBN11 R$16.86 R$2.95 -83%
UPM-Kymmene Oyj UPMKF $29.33 $17.60 -40%
Suzano S.A SUZB3 R$42.04 R$137.84 +228%
Svenska Cellulosa Aktiebolaget SCA (publ) SCAB kr 103.00 kr 49.40 -52%
Shandong Sunpaper Co 002078 ¥12.75 ¥17.29 +36%
Holmen AB HLMMF $35.72 $43.51 +22%
Mondi plc MNODF $9.70 $7.32 -25%
Oji Holdings OJIPY $55.39 $66.13 +19%
Nine Dragons Paper (Holdings) Limited 2689 HK$7.04 HK$8.99 +28%
Empresas CMPC S.A CMPC 1,043 CLP 1,263 CLP +21%

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Frequently asked questions

Is Alkim Alkali Kimya A.S., (ALKIM) overvalued or undervalued?
As of Jul 31, 2026, our model estimates a fair value of 13.29 TRY versus a price of 15.75 TRY, about −16% (overvalued).
What is the fair value of ALKIM?
Our model-based fair value for Alkim Alkali Kimya A.S., is 13.29 TRY (as of Jul 31, 2026), built from audited fundamentals. The current price is 15.75 TRY.
What is the quality score of ALKIM?
Alkim Alkali Kimya A.S., has a Quality Score of 26/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Alkim Alkali Kimya A.S., (ALKIM)?
Alkim Alkali Kimya A.S., reported trailing-twelve-month revenue of about 5.0B TRY (latest available figure, as of Jul 31, 2026).
What is the net profit margin of ALKIM?
The net profit margin of Alkim Alkali Kimya A.S., is about -9.2%, 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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