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Indorama Ventures Public Company (IVL) Fair Value & Analysis

Basic Materials · TH · Market cap 138B THB

IV Indorama Ventures Public Company IVL · BK
Price22.10 THB
Fair Value35.36 THB
Upside+60.0%
Quality41/100
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Mixed Growth
Loss-making · -2.0% net margin
High debt · generates free cash flow
2.10% dividend yield
Trails peers (4/12)
Narrow moat 17/100
Evidence: Medium Range 7.07 THB – 36.01 THB Share as image

Fair value as of: Jul 17, 2026

From 12 valuation models · updated 23 days ago

Fair value updated Jul 17, 2026, revised from 17.96 THB to 35.36 THB (+96.9%) since Jul 16, 2026. Share price −2.2% over the past month.

Below-average quality, screening 60% undervalued on our models.

What matters now

  • The large discount to fair value meets weak quality (41/100). That raises the risk this is a value trap rather than a bargain.
  • The model range is unusually wide (7.07 THB to 36.01 THB). The outcome hinges heavily on assumptions, so read the point estimate with caution.
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Price vs Fair Value (5 years)

44.88 THB 14.59 THB Fair Value 35.36 THB Feb 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 17, 2026.

How to read this chart

60‑month range 14.59 THB – 44.88 THB · fair‑value band 7.07 THB – 36.01 THB · the 22.10 THB price screens below the 35.36 THB fair value. Dashed = 300-day average. As of Jul 17, 2026.

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Analysis

Indorama Ventures Public Company (IVL) currently trades at 22.10 THB, while our model-based Fair Value estimate is 35.36 THB, implying the stock looks roughly 60.0% undervalued today. The Quality Score stands at 41/100 (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: medium), always confirm before acting.

Over the trailing twelve months, Indorama Ventures Public Company generated revenue of 442B THB at a net margin of -2.0%. Revenue declined 7.9% year over year. It earns a return on equity of -5.9%. Net debt stands at 252B THB. Fundamentals as of Jul 17, 2026

Our scenario range runs from 7.07 THB (bear case) to 36.01 THB (bull case); at 22.10 THB, the current price sits within 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 15% below its 52-week high and 54% above its 52-week low, currently above its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -49% fair-value upside, at 60%, IVL 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 BearBaseBull Evidence
Highest evidence
Growth DCF 2.87 THB 17.74 THB 38.70 THB 80
Rev-Margin DCF 12.48 THB 29.27 THB 74
Gordon GGM 6.43 THB 13.36 THB 21.20 THB 70
All 12 models by family
DCF Models
FCF DCF 2.19 THB 18.72 THB 43.36 THB 38
5Y Revenue Exit 12.26 THB 30.63 THB 39
5Y EBITDA Exit 0.1900 THB 17.08 THB 36.34 THB 41
10Y Revenue Exit 11.86 THB 29.51 THB 36
10Y EBITDA Exit 0.6300 THB 15.18 THB 33.81 THB 37
Dividend Discount
Gordon GGM 6.43 THB 13.36 THB 21.20 THB 70
DDM Multi-Stage 6.43 THB 10.23 THB 14.03 THB 61
Multiples
EV/EBITDA 2.87 THB 13.75 THB 24.63 THB 54
EV/Revenue 7.64 THB 18.86 THB 43
Asset-Based
NCAV (Graham) 9.14 THB 12.25 THB 18.28 THB 50
Growth DCF
Growth DCF 2.87 THB 17.74 THB 38.70 THB 80
Rev-Margin DCF 12.48 THB 29.27 THB 74

Widest divergence: DCF Models (15.18 THB) versus Multiples (7.64 THB). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 442B THB
Revenue growth (YoY) -7.9%
Net margin -2.0%
Return on equity -5.9%
Free cash flow 16.2B THB FY2025
Operating margin 0.7%
More key figures
EPS (TTM) -1.74 THB
Dividend yield 2.1%
EPS growth (YoY) +16,967%
Net debt 252B THB FY2025

Figures from reported company fundamentals · as of Jul 17, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 41/100

Of which business quality 38 · Market factors (momentum, volatility) 51

Profitability 20
Margins and returns on capital today
Quality Growth 32
Are margins and returns improving?
Cashflow 29
Earnings quality: real cash, not paper profit
Fin. Strength 9
Balance sheet, leverage, solvency risk
Investment 96
Disciplined investing over empire-building
Low Volatility 61
Calm price path (market factor)
Momentum 43
Price trend over the last 3–12 months (market factor)
52W Momentum 51
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

Indorama Ventures Public Company Limited, together with its subsidiaries, manufactures and distributes petrochemical products in Thailand, the United States, Brazil, and internationally. It operates through four segments: Combined PET, Indovida, Indovinya, and Fibers.

Full company description

Indorama Ventures Public Company Limited, together with its subsidiaries, manufactures and distributes petrochemical products in Thailand, the United States, Brazil, and internationally. It operates through four segments: Combined PET, Indovida, Indovinya, and Fibers. The Combined PET segment manufactures and distributes polyethylene terephthalate (PET) value chain comprising paraxylene, purified terephthalic acid, PET, and recycling; and specialty PET-related chemicals, such as purified isophthalic acid and naphthalene dicarboxylate. The Indovida segment manufactures and distributes packaging. The Indovinya segment offers specialty chemical solutions including home and personal care, crop solutions, coatings, and energy and resources; supply ethylene oxide to the Combined PET business; and manufactures and distributes integrated downstream surfactants. The Fibers segment offers polyester, rayon, nylon, polypropylene, composites, and worsted wool fibers for the home, apparel, hygiene and medical, automotive, and industrial/technical markets. The company was formerly known as Beacon Global Limited and changed its name to Indorama Ventures Public Company Limited in March 2009. The company was incorporated in 1994 and is headquartered in Bangkok, Thailand. Indorama Ventures Public Company Limited is a subsidiary of Indorama Resources Ltd.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Indorama Ventures Public Company reported revenue of 447B THB in FY2025 versus 468B THB in FY2021, a compound −1.1%/yr. Reported net income was −7.3B THB in FY2025.

Growth Quality 38/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
447B THB
Latest YoY
−17.4%
Avg. growth/yr (3Y)
−12.0%
Avg. growth/yr (5Y)
+6.2%
Avg. growth/yr (17Y)
+12.9%
Revenue −1.1%/yr
FY21 468B THB
FY22 656B THB
FY23 544B THB
FY24 542B THB
FY25 447B THB
Net income
FY21 26.3B THB
FY22 31.0B THB
FY23 −10.8B THB
FY24 −19.3B THB
FY25 −7.3B THB

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Cite: Fair Value Calculator (2026). "Indorama Ventures Public Company Fair Value". https://www.fairvalue-calculator.com/stock/IVL

Peer Group

Chemicals · 334 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 41 · Bottom 25%
Fair Value upside +60% · Top 25%
Return on assets 0% · Below median
Net margin (TTM) -2% · Bottom 25%
Operating margin (TTM) 1% · Bottom 25%
Revenue growth -8% · Bottom 25%
Dividend yield (TTM) 2.1% · Above median
Debt / equity 1.90× · Higher than 75% of peers

Valuation Multiples vs Chemicals median · lower = cheaper

P/FCF 0.3× · Cheaper than median
EV/EBITDA 7.1× · Cheaper than median
PEG 1.46× · Pricier 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 100 · sector 0
FUTURE 0 · sector 20
PAST 0 · sector 19
HEALTH 5 · sector 94
DIVIDEND 42 · sector 27

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 Chemicals stocks, each showing price versus our Fair Value estimate (as of Jul 17, 2026).

Stock Price Fair Value vs Fair Value
BASF SE BASN 1,034 MXN 532.13 MXN -49%
Ningxia Baofeng Energy Group 600989 ¥20.32 ¥20.17 -1%
Zhejiang Juhua Co 600160 ¥42.85 ¥23.35 -46%
Rongsheng Petrochemical Co 002493 ¥10.95 ¥2.39 -78%
PT Barito Pacific Tbk, BRPT 1,690 IDR 1,628 IDR -4%
LG Chem, Ltd 051910 260,500 KRW 587,755 KRW +126%
Formosa Chemicals & Fibre Corporation 1326 66.10 TWD 6.79 TWD -90%
PTT Global Chemical Public Company PTTGC 35.50 THB 18.21 THB -49%
542812 542812 ₹4,369 ₹791.05 -82%
Navin Fluorine International Limited NAVINFLUOR ₹8,650 ₹2,146 -75%

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Frequently asked questions

Is Indorama Ventures Public Company (IVL) overvalued or undervalued?
As of Jul 17, 2026, our model estimates a fair value of 35.36 THB versus a price of 22.10 THB, about +60% (undervalued).
What is the fair value of IVL?
Our model-based fair value for Indorama Ventures Public Company is 35.36 THB (as of Jul 17, 2026), built from audited fundamentals. The current price is 22.10 THB.
What is the quality score of IVL?
Indorama Ventures Public Company has a Quality Score of 41/100. 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 Indorama Ventures Public Company (IVL)?
Indorama Ventures Public Company reported trailing-twelve-month revenue of about 442B THB (latest available figure, as of Jul 17, 2026).
What is the net profit margin of IVL?
The net profit margin of Indorama Ventures Public Company is about -2.0%, meaning it is currently running at a net loss. Based on the latest reported figures.
Does Indorama Ventures Public Company pay a dividend?
Indorama Ventures Public Company currently shows a dividend yield of about 2.29% relative to its recent price (as of Jul 17, 2026).

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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