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PT Saranacentral Bajatama Tbk (BAJA) Fair Value & Analysis

Basic Materials · ID · Market cap 301B IDR

PS PT Saranacentral Bajatama Tbk BAJA · JK
Price362.00 IDR
Fair Value56.41 IDR
Upside-84.4%
Quality43/100
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Weak Growth
Loss-making · -3.0% net margin
Low debt · negative free cash flow
Trails peers (2/8)
Narrow moat 16/100
Evidence: Low Range 48.18 IDR – 56.41 IDR Share as image

Fair value as of: Jul 19, 2026

From 6 valuation models · updated 22 days ago

Fair value updated Jul 19, 2026, revised from 56.12 IDR to 56.41 IDR (+0.5%) since Jul 14, 2026. Share price +124.8% over the past month.

Below-average quality, and screening another 84% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (56.41 IDR). The favourable scenario is already priced in.
  • Weak quality (43/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
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Price vs Fair Value (5 years)

480.00 IDR 71.00 IDR Fair Value 56.41 IDR Feb 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 19, 2026.

How to read this chart

60‑month range 71.00 IDR – 480.00 IDR · fair‑value band 48.18 IDR – 56.41 IDR · the 362.00 IDR price screens above the 56.41 IDR fair value. Dashed = 300-day average. As of Jul 19, 2026.

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Analysis

PT Saranacentral Bajatama Tbk (BAJA) currently trades at 362.00 IDR, while our model-based Fair Value estimate is 56.41 IDR, implying the stock looks roughly 84.4% overvalued today. The Quality Score stands at 43/100 (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: low).

Over the trailing twelve months, PT Saranacentral Bajatama Tbk generated revenue of 824B IDR at a net margin of -4.4%. Revenue grew 8.7% year over year. It earns a return on equity of -92.9%. Net debt stands at 395B IDR. Fundamentals as of Jul 19, 2026

Our scenario range runs from 48.18 IDR (bear case) to 56.41 IDR (bull case); at 362.00 IDR, 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. For context, the median of 10 Basic Materials peers we cover trades at -25% fair-value upside, at -84%, BAJA screens richer 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.

Note: the current price implies far more future growth than the conservative anchors of our models allow (base growth is deliberately capped, we do not regard such extreme rates as sustainable). Our models are not designed for expectations this high; that is why the individual models scatter extremely (7.92 IDR to 211.54 IDR). Read the values as a conservative anchor, not as a price target.
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 44.85 IDR 51.64 IDR 57.92 IDR 72
EPV 44.85 IDR 51.19 IDR 56.83 IDR 59
EV/EBITDA 160.88 IDR 211.54 IDR 262.20 IDR 54
All 6 models by family
Earnings-Based
EPV 44.85 IDR 51.19 IDR 56.83 IDR 59
Multiples
EV/EBIT 56.17 IDR 71.92 IDR 87.68 IDR 53
EV/EBITDA 160.88 IDR 211.54 IDR 262.20 IDR 54
EV/Revenue 49.87 IDR 67.42 IDR 84.98 IDR 43
Asset-Based
NCAV (Graham) 5.91 IDR 7.92 IDR 11.82 IDR 50
Economic Profit
ROIC Compounder 44.85 IDR 51.64 IDR 57.92 IDR 72

Widest divergence: Multiples (71.92 IDR) versus Asset-Based (7.92 IDR). Highest evidence: ROIC Compounder (72).

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Key figures & financial health

Revenue (TTM) 894B IDR
Revenue growth (YoY) +38.6%
Net margin -3.0%
Return on equity -111%
Free cash flow −49.6B IDR FY2025
Operating margin -0.6%
More key figures
EPS (TTM) -15.11 IDR
EPS growth (YoY) +723%
Net debt 395B IDR FY2025

Figures from reported company fundamentals · as of Jul 19, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 43/100

Of which business quality 39 · Market factors (momentum, volatility) 83

Profitability 20
Margins and returns on capital today
Quality Growth 74
Are margins and returns improving?
Cashflow 12
Earnings quality: real cash, not paper profit
Fin. Strength 2
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 46
Calm price path (market factor)
Momentum 97
Price trend over the last 3–12 months (market factor)
52W Momentum 100
Distance to the 52-week high (market factor)
Net Issuance 82
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

PT Saranacentral Bajatama Tbk engages in manufacturing and trading of steel products in Indonesia. The company operates through four segments: Galvanized, Saranalume, Saranacolor, and Non-production. It markets its products under the Sarana, Saranalume, and Saranacolor brand names.

Full company description

PT Saranacentral Bajatama Tbk engages in manufacturing and trading of steel products in Indonesia. The company operates through four segments: Galvanized, Saranalume, Saranacolor, and Non-production. It markets its products under the Sarana, Saranalume, and Saranacolor brand names. The company was founded in 1993 and is headquartered in Jakarta Pusat, Indonesia.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

PT Saranacentral Bajatama Tbk reported revenue of 824B IDR in FY2025 versus 1.4T IDR in FY2021, a compound −12.0%/yr. Reported net income was −36.4B IDR in FY2025.

Growth Quality 6/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
824B IDR
Latest YoY
+4.6%
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.
−8.1%
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.
−7.3%
Avg. growth/yr (17Y) 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.
+1.2%
Revenue −12.0%/yr
FY21 1.4T IDR
FY22 1.1T IDR
FY23 950B IDR
FY24 788B IDR
FY25 824B IDR
Net income
FY21 88.5B IDR
FY22 −103B IDR
FY23 −1.3B IDR
FY24 −56.7B IDR
FY25 −36.4B IDR

BAJA screens 84% overvalued. Compare with Tata Steel Limited →

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Cite: Fair Value Calculator (2026). "PT Saranacentral Bajatama Tbk Fair Value". https://www.fairvalue-calculator.com/stock/BAJA

Peer Group

Steel · 378 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 43 · Below median
Fair Value upside −84% · Bottom 25%
Return on assets 1% · Below median
Net margin (TTM) -3% · Bottom 25%
Operating margin (TTM) -1% · Bottom 25%
Revenue growth 39% · Top 25%
Debt / equity 0.03× · Lower than median

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 0 · sector 19
FUTURE 100 · sector 4
PAST 0 · sector 15
HEALTH 99 · sector 95
DIVIDEND 0 · sector 41

VALUE 0: the price sits above our fair-value range.

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 Steel stocks, each showing price versus our Fair Value estimate (as of Jul 19, 2026).

Stock Price Fair Value vs Fair Value
Tata Steel Limited TTST $0.2010 $0.2000 -0%
JSW Steel Limited JSWSTEEL ₹1,227 ₹1,140 -7%
Baoshan Iron & Steel Co 600019 ¥5.89 ¥8.07 +37%
China Steel Corporation 2002A 38.55 TWD 8.74 TWD -77%
POSCO Holdings 005490 313,500 KRW 155,270 KRW -50%
Companhia Siderúrgica Nacional, SID 13,670 ARS 15,940 ARS +17%
Jindal Steel Limited JINDALSTEL ₹1,028 ₹545.12 -47%
Lloyds Metals and Energy Limited LLOYDSME ₹1,844 ₹1,098 -40%
SSAB AB SSABA kr 96.04 kr 72.43 -25%
Gerdau S.A GGBN 83.50 MXN 42.64 MXN -49%

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Frequently asked questions

Is PT Saranacentral Bajatama Tbk (BAJA) overvalued or undervalued?
As of Jul 19, 2026, our model estimates a fair value of 56.41 IDR versus a price of 362.00 IDR, about −84% (overvalued).
What is the fair value of BAJA?
Our model-based fair value for PT Saranacentral Bajatama Tbk is 56.41 IDR (as of Jul 19, 2026), built from audited fundamentals. The current price is 362.00 IDR.
What is the quality score of BAJA?
PT Saranacentral Bajatama Tbk has a Quality Score of 43/100. 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 PT Saranacentral Bajatama Tbk (BAJA)?
PT Saranacentral Bajatama Tbk reported trailing-twelve-month revenue of about 824B IDR (latest available figure, as of Jul 19, 2026).
What is the net profit margin of BAJA?
The net profit margin of PT Saranacentral Bajatama Tbk is about -4.4%, 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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