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Birla Carbon (Thailand) Public Company (BCT) Fair Value & Analysis

Basic Materials · TH · Market cap 15.0B THB

BC Birla Carbon (Thailand) Public Company BCT · BK
Price49.50 THB
Fair Value70.00 THB
Upside+41.4%
Quality44/100
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Expensive Growth
Solidly profitable · 19.3% net margin
Low debt · negative free cash flow
Mixed vs. peers (7/14)
Moderate moat 45/100
Evidence: High Range 58.06 THB – 81.95 THB Share as image

Fair value as of: Jul 13, 2026

From 15 valuation models · updated 28 days ago

Share price −1.0% over the past month.

Below-average quality, screening 41% undervalued on our models.

What matters now

  • The large discount to fair value meets weak quality (44/100). That raises the risk this is a value trap rather than a bargain.
  • The price is below even our cautious bear case (58.06 THB). The market is more pessimistic than our downside scenario.
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Price vs Fair Value (5 years)

72.71 THB 34.94 THB Fair Value 70.00 THB Aug 2020 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 13, 2026.

How to read this chart

60‑month range 34.94 THB – 72.71 THB · fair‑value band 58.06 THB – 81.95 THB · the 49.50 THB price screens below the 70.00 THB fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 13, 2026.

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Analysis

Birla Carbon (Thailand) Public Company (BCT) currently trades at 49.50 THB, while our model-based Fair Value estimate is 70.00 THB, implying the stock looks roughly 41.4% undervalued today. The Quality Score stands at 44/100 (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: high), always confirm before acting.

Over the trailing twelve months, Birla Carbon (Thailand) Public Company generated revenue of 9.6B THB at a net margin of 19.3%. Revenue declined 16.6% year over year. It earns a return on equity of 5.4%. The balance sheet holds a net cash position of 6.7B THB. Fundamentals as of Jul 13, 2026

Our scenario range runs from 58.06 THB (bear case) to 81.95 THB (bull case); at 49.50 THB, 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 16% below its 52-week high and 21% above its 52-week low, currently above its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -58% fair-value upside, at 41%, BCT 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 90.01 THB 91.11 THB 88.16 THB 76
ROIC Compounder 23.67 THB 27.31 THB 30.49 THB 72
Gordon GGM 9.18 THB 14.58 THB 20.60 THB 70
All 15 models by family
Earnings-Based
Graham-Dodd 41.78 THB 92.03 THB 117.36 THB 54
PEG = 1.0 14.67 THB 20.95 THB 27.24 THB 46
EPV 23.67 THB 27.31 THB 30.49 THB 59
Dividend Discount
Gordon GGM 9.18 THB 14.58 THB 20.60 THB 70
DDM Multi-Stage 9.18 THB 13.31 THB 17.95 THB 61
Multiples
P/E Multiple 78.33 THB 104.44 THB 130.55 THB 63
P/S Multiple 35.83 THB 47.77 THB 59.71 THB 58
P/B Multiple 78.33 THB 104.44 THB 130.55 THB 55
EV/EBIT 37.68 THB 49.63 THB 61.57 THB 53
EV/EBITDA 33.99 THB 44.71 THB 55.42 THB 54
EV/Revenue 32.90 THB 46.21 THB 59.52 THB 43
Asset-Based
NCAV (Graham) 58.47 THB 78.34 THB 116.93 THB 50
Economic Profit
Residual Income 90.01 THB 91.11 THB 88.16 THB 76
ROIC Compounder 23.67 THB 27.31 THB 30.49 THB 72
Growth Earnings
Growth-Adj P/E 59.07 THB 84.38 THB 109.70 THB 68

Widest divergence: Growth Earnings (84.38 THB) versus Dividend Discount (13.31 THB). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 9.6B THB
Revenue growth (YoY) -16.6%
Net margin 19.3%
Return on equity 5.4%
Free cash flow −2.7B THB FY2025
P/E ratio 8.1
More key figures
Operating margin 6.6%
EPS (TTM) 6.14 THB
EPS growth (YoY) +14.8%
Net cash 6.7B THB FY2024

Figures from reported company fundamentals · as of Jul 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 44/100

Of which business quality 44 · Market factors (momentum, volatility) 54

Profitability 33
Margins and returns on capital today
Quality Growth 16
Are margins and returns improving?
Cashflow 9
Earnings quality: real cash, not paper profit
Fin. Strength 86
Balance sheet, leverage, solvency risk
Investment 39
Disciplined investing over empire-building
Low Volatility 72
Calm price path (market factor)
Momentum 48
Price trend over the last 3–12 months (market factor)
52W Momentum 46
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

Birla Carbon (Thailand) Public Company Limited engages in the manufacture and sale of carbon black. The company's carbon solutions are used in tires, mechanical rubber goods, plastics, inks, coatings, energy systems, adhesives and sealants, and nonocyl applications.

Full company description

Birla Carbon (Thailand) Public Company Limited engages in the manufacture and sale of carbon black. The company's carbon solutions are used in tires, mechanical rubber goods, plastics, inks, coatings, energy systems, adhesives and sealants, and nonocyl applications. It operates in Thailand, Vietnam, Japan, the Philippines, Indonesia, Malaysia, Pakistan, Australia, and internationally. The company was formerly known as Thai Carbon Black Public Company Limited and changed its name to Birla Carbon (Thailand) Public Company Limited in July 2018. Birla Carbon (Thailand) Public Company Limited was founded in 1978 and is headquartered in Bangkok, Thailand.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Birla Carbon (Thailand) Public Company reported revenue of 9.6B THB in FY2025 versus 10.3B THB in FY2021, a compound −1.9%/yr. Reported net income was 1.8B THB in FY2025, compounding −19.0%/yr from FY2021.

Growth Quality 49/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
9.6B THB
Latest YoY
−20.4%
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.
−9.4%
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.
+13.2%
Avg. growth/yr (22Y) 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.
+4.2%
Revenue −1.9%/yr
FY21 10.3B THB
FY22 12.8B THB
FY23 13.0B THB
FY24 12.0B THB
FY25 9.6B THB
Net income −19.0%/yr
FY21 4.3B THB
FY22 4.0B THB
FY23 4.6B THB
FY24 2.5B THB
FY25 1.8B THB
Character of growth · EPS growth decomposed (2013-2024) +15.4 % p.a.
Revenue per share +7.8 pp

of which total revenue +7.8 pp · buybacks/dilution +0.0 pp

EBIT margin +3.4 pp
Tax rate −0.8 pp
Residual (interest, one-offs) +5.1 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

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Cite: Fair Value Calculator (2026). "Birla Carbon (Thailand) Public Company Fair Value". https://www.fairvalue-calculator.com/stock/BCT

Peer Group

Specialty Chemicals · 673 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 44 · Bottom 25%
Fair Value upside +41% · Top 25%
Return on equity (TTM) 5% · Below median
Return on assets 2% · Below median
Net margin (TTM) 19% · Top 25%
Operating margin (TTM) 7% · Below median
Revenue growth -17% · Bottom 25%
Dividend yield (TTM) 0.0% · Bottom 25%
Debt / equity 0.10× · Lower than median

Valuation Multiples vs Specialty Chemicals median · lower = cheaper

P/E (TTM) 8.1× · Cheaper than 75% of peers
P/B 0.43× · Cheaper than 75% of peers
P/S (TTM) 1.57× · Pricier than median
EV/EBITDA 11.1× · Cheaper than median
PEG 1.39× · Cheaper 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 89 · sector 0
FUTURE 0 · sector 19
PAST 22 · sector 23
HEALTH 95 · sector 95
DIVIDEND 0 · sector 25

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 Specialty Chemicals stocks, each showing price versus our Fair Value estimate (as of Jul 13, 2026).

Stock Price Fair Value vs Fair Value
Linde plc LIN $489.98 $222.03 -55%
Nan Ya Plastics Corporation 1303 181.50 TWD 255.83 TWD +41%
Wanhua Chemical Group 600309 ¥70.04 ¥68.03 -3%
Novozymes A/S NSISB kr 428.20 kr 179.66 -58%
Asian Paints Limited ASIANPAINT ₹2,689 ₹668.81 -75%
Solar Industries India Limited SOLARINDS ₹18,236 ₹2,793 -85%
Pidilite Industries Limited PIDILITIND ₹1,560 ₹351.84 -77%
PT Chandra Asri Pacific Tbk TPIA 1,805 IDR 2,888 IDR +60%
Linde India Limited LINDEINDIA ₹7,115 ₹757.93 -89%
Berger Paints India Limited BERGEPAINT ₹493.70 ₹164.29 -67%

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Frequently asked questions

Is Birla Carbon (Thailand) Public Company (BCT) overvalued or undervalued?
As of Jul 13, 2026, our model estimates a fair value of 70.00 THB versus a price of 49.50 THB, about +41% (undervalued).
What is the fair value of BCT?
Our model-based fair value for Birla Carbon (Thailand) Public Company is 70.00 THB (as of Jul 13, 2026), built from audited fundamentals. The current price is 49.50 THB.
What is the quality score of BCT?
Birla Carbon (Thailand) Public Company has a Quality Score of 44/100. 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 Birla Carbon (Thailand) Public Company (BCT)?
Birla Carbon (Thailand) Public Company reported trailing-twelve-month revenue of about 9.6B THB (latest available figure, as of Jul 13, 2026).
What is the net profit margin of BCT?
The net profit margin of Birla Carbon (Thailand) Public Company is about 19.3%, meaning it keeps roughly 19.3% 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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