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Kaset Thai International Sugar Corporation Public Company Limited (KTIS) Fair Value & Analysis

Consumer Defensive · TH · Market cap 7.1B THB (≈ $213M) · ISIN TH5288010009

KT Kaset Thai International Sugar Corporation Public Company Limited KTIS · BK
Price1.95 THB
Fair Value0.4700 THB
Upside-75.9%
Quality41/100
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Risks

!Trades 315% ABOVE our fair value of 0.4700 THB
!Weak Growth (revenue 5y +1.7 %/yr)
!Thin margins · 0.7% net margin
!Low debt · negative free cash flow
Weak Growth (revenue 5y +1.7 %/yr)
Thin margins · 0.7% net margin
Low debt · negative free cash flow
Mixed vs. peers (5/10)
Narrow moat 34/100
Evidence: Low Range 0.3700 THB – 1.01 THB Share as image

Fair value as of: Aug 13, 2026

From 4 valuation models · updated 17 days ago

Share price +7.1% over the past month.

Below-average quality, and trading another 315% above our fair value.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

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What matters now

  • The price sits above even our optimistic bull case (1.01 THB). The favourable scenario is already priced in.
  • Weak quality (41/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • The model range is unusually wide (0.3700 THB to 1.01 THB). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • 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)

6.45 THB 1.80 THB Fair Value 0.4700 THB Mar 2021 Aug 2026

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

How to read this chart

60‑month range 1.80 THB – 6.45 THB · fair‑value band 0.3700 THB – 1.01 THB · the 1.95 THB price screens above the 0.4700 THB fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). 1 fiscal year is left out: there the valuation rested on only a fraction of the usual models. Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

Kaset Thai International Sugar Corporation Public Company Limited (KTIS) currently trades at 1.95 THB, while our model-based Fair Value estimate is 0.4700 THB, implying the stock looks roughly 75.9% overvalued today. The Quality Score stands at 41/100 (below-average quality), in the Consumer Defensive 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, Kaset Thai International Sugar Corporation Public Company Limited generated revenue of 20.5B THB at a net margin of 0.7%. Revenue grew 58.2% year over year. It earns a return on equity of 1.7%. Net debt stands at 6.6B THB. Fundamentals as of Aug 13, 2026

Our scenario range runs from 0.3700 THB (bear case) to 1.01 THB (bull case); at 1.95 THB, 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. The share trades about 20% below its 52-week high and 10% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -43% fair-value upside, at -76%, KTIS 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.

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
Gordon GGM best evidence 0.4400 THB 0.4900 THB 0.5600 THB 69
DDM Multi-Stage 0.4400 THB 0.5600 THB 0.7100 THB 67
EV/EBITDA 1.64 THB 2.18 THB 2.72 THB 67
All 4 models by family
Dividend Discount
Gordon GGM best evidence 0.4400 THB 0.4900 THB 0.5600 THB 69
DDM Multi-Stage 0.4400 THB 0.5600 THB 0.7100 THB 67
Multiples
EV/EBITDA 1.64 THB 2.18 THB 2.72 THB 67
Asset-Based
NCAV (Graham) 0.6900 THB 0.9200 THB 1.37 THB 54

Widest divergence: Multiples (2.18 THB) versus Dividend Discount (0.4900 THB). Highest evidence: Gordon GGM (69).

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Key figures & financial health

P/S ratio 0.35 TTM
EPS (TTM) -0.1900 THB
Dividend yield 2.6%
Net margin -8.6% FY2025
Return on equity 1.7% TTM
Return on assets (EBIT) 2.7% avg 5y
More key figures
Profitability
Operating margin 17.2% TTM
Growth
Revenue (TTM) 20.5B THB TTM
Revenue growth (YoY) +58.2% 3y avg +3.0%
EPS growth (YoY) +396%
Balance sheet & cash flow
Free cash flow −1.0B THB FY2025
Net debt 6.6B THB FY2025

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

Quality Score breakdown

Overall quality 41/100

Of which business quality 36 · Market factors (momentum, volatility) 51

Profitability 20
Margins and returns on capital today
Quality Growth 36
Are margins and returns improving?
Cashflow 1
Earnings quality: real cash, not paper profit
Fin. Strength 25
Balance sheet, leverage, solvency risk
Investment 99
Disciplined investing over empire-building
Low Volatility 98
Calm price path (market factor)
Momentum 34
Price trend over the last 3–12 months (market factor)
52W Momentum 26
Distance to the 52-week high (market factor)
Net Issuance 79
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.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Kaset Thai International Sugar Corporation Public Company Limited, together with its subsidiaries, manufactures and distributes sugar in Thailand and internationally. It operates through Production and Distribution of Sugar; Production and Distribution of Pulp; Production and Distribution of Alcohol; and Production and Distribution of Electricity segments.

Full company description

Kaset Thai International Sugar Corporation Public Company Limited, together with its subsidiaries, manufactures and distributes sugar in Thailand and internationally. It operates through Production and Distribution of Sugar; Production and Distribution of Pulp; Production and Distribution of Alcohol; and Production and Distribution of Electricity segments. The company offers raw, white, and refined sugar; molasses products or sugar residues that are used as raw material in various products, such as food and ethanol; dry and wet pulp, and packaging products from bagasse pulp; organic and bio-fertilizers; and ethanol products, including industrial and fuel alcohol. It also generates and distributes electricity through biomass and solar energy; and leases agricultural machinery and equipment. In addition, the company is involved in property rental and trading; assets management; and research and development services. Further, it manufactures and distributes containers made from bagasse. The company was formerly known as Kaset Thai Industry Sugar Company Limited. Kaset Thai International Sugar Corporation Public Company Limited was founded in 1957 and is headquartered in Nakhon Sawan, Thailand.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Kaset Thai International Sugar Corporation Public Company Limited reported revenue of 14.8B THB in FY2025 versus 10.2B THB in FY2021, a compound +9.7%/yr. Reported net income was −1.3B THB in FY2025.

Growth Quality 29/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
14.8B THB
Latest YoY
+2.5%
Avg. revenue 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.
+3.0%
Avg. revenue 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.
+1.7%
Avg. revenue growth/yr (13Y) 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.
−3.8%
Value creation/yr We only publish this rate when it is defensible. Reason: fiscal 2025 is a loss year, no rate is defined from a loss
not computed
Revenue +9.7%/yr
FY21 10.2B THB
FY22 13.6B THB
FY23 18.9B THB
FY24 14.5B THB
FY25 14.8B THB
Net income
FY21 −1.1B THB
FY22 −862M THB
FY23 1.9B THB
FY24 −690M THB
FY25 −1.3B THB

KTIS screens 315% overvalued. Compare with Chocoladefabriken Lindt & Sprüngli AG →

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Cite: Fair Value Calculator (2026). "Kaset Thai International Sugar Corporation Public Company Limited Fair Value". https://www.fairvalue-calculator.com/stock/KTIS

Peer Group

Confectioners · 83 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 · Below median
Fair Value upside −76% · Bottom 25%
Return on equity (TTM) 2% · Below median
Return on assets 2% · Below median
Net margin (TTM) 1% · Below median
Operating margin (TTM) 17% · Top 25%
Revenue growth 58% · Top 25%
Dividend yield (TTM) 2.6% · Above median
Debt / equity 0.01× · Lower than 75% of peers

Valuation Multiples vs Confectioners median · lower = cheaper

P/S (TTM) 0.01× · Cheaper than 75% of peers

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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 22
FUTURE100 · sector 0
PAST7 · sector 21
HEALTH99 · sector 93
DIVIDEND53 · sector 53

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

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

Similar stocks

10 more Confectioners stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
Chocoladefabriken Lindt & Sprüngli AG LISN CHF 92,700 CHF 9,485 -90%
Mondelez International, Inc MDLZ $63.01 $27.36 -57%
The Hershey Company HSY $179.05 $91.25 -49%
Barry Callebaut AG BARN CHF 1,118 CHF 711.91 -36%
ORION Corp 271560 124,600 KRW 203,315 KRW +63%
Tootsie Roll Industries, Inc TROLB $39.00 $22.21 -43%
Guangxi Yuegui Guangye Holdings 000833 ¥20.48 ¥9.09 -56%
Cloetta AB CLAB kr 54.85 kr 59.12 +8%
Balrampur Chini Mills Limited BALRAMCHIN ₹652.15 ₹318.59 -51%
PT Yupi Indo Jelly Gum Tbk YUPI 1,295 IDR 1,140 IDR -12%

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Frequently asked questions

Is Kaset Thai International Sugar Corporation Public Company Limited (KTIS) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of 0.4700 THB versus a price of 1.95 THB, about −76% (overvalued).
What is the fair value of KTIS?
Our model-based fair value for Kaset Thai International Sugar Corporation Public Company Limited is 0.4700 THB (as of Aug 13, 2026), built from audited fundamentals. The current price: 1.95 THB.
What is the quality score of KTIS?
Kaset Thai International Sugar Corporation Public Company Limited 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 Kaset Thai International Sugar Corporation Public Company Limited (KTIS)?
Kaset Thai International Sugar Corporation Public Company Limited reported trailing-twelve-month revenue of about 20.5B THB (latest available figure, as of Aug 13, 2026).
What is the net profit margin of KTIS?
The net profit margin of Kaset Thai International Sugar Corporation Public Company Limited is about 0.7%, meaning it keeps roughly 0.7% of revenue as net income. Based on the latest reported figures.
Does Kaset Thai International Sugar Corporation Public Company Limited pay a dividend?
Kaset Thai International Sugar Corporation Public Company Limited currently shows a dividend yield of about 2.63% relative to its recent price (as of Aug 13, 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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