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PT Hassana Boga Sejahtera Tbk (NAYZ) Fair Value & Analysis

Consumer Defensive · ID · Market cap 145B IDR

PH PT Hassana Boga Sejahtera Tbk NAYZ · JK
Price60.00 IDR
Fair Value21.74 IDR
Upside-63.8%
Quality38/100
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Weak Growth
Loss-making · -18.0% net margin
Low debt
Trails peers (1/8)
Narrow moat 13/100
Evidence: Low Range 17.53 IDR – 25.95 IDR Share as image

Fair value as of: Jul 14, 2026

From 7 valuation models · updated 27 days ago

Share price +1.7% over the past month.

Below-average quality, and screening another 64% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (25.95 IDR). The favourable scenario is already priced in.
  • Weak quality (38/100) 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 (4 years)

190.00 IDR 14.91 IDR Fair Value 21.74 IDR Feb 2023 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 14, 2026.

How to read this chart

42‑month range 14.91 IDR – 190.00 IDR · fair‑value band 17.53 IDR – 25.95 IDR · the 60.00 IDR price screens above the 21.74 IDR fair value. Dashed = 300-day average. As of Jul 14, 2026.

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Analysis

PT Hassana Boga Sejahtera Tbk (NAYZ) currently trades at 60.00 IDR, while our model-based Fair Value estimate is 21.74 IDR, implying the stock looks roughly 63.8% overvalued today. The Quality Score stands at 38/100 (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, PT Hassana Boga Sejahtera Tbk generated revenue of 23.9B IDR at a net margin of -18.0%. Revenue declined 37.1% year over year. It earns a return on equity of -6.3%. Fundamentals as of Jul 14, 2026

Our scenario range runs from 17.53 IDR (bear case) to 25.95 IDR (bull case); at 60.00 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. The share trades about 70% below its 52-week high and 58% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -3% fair-value upside, at -64%, NAYZ 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
Growth DCF 30.51 IDR 38.81 IDR 53.02 IDR 80
Rev-Margin DCF 21.63 IDR 26.77 IDR 33.26 IDR 74
NCAV (Graham) 12.92 IDR 17.31 IDR 25.84 IDR 50
All 7 models by family
DCF Models
FCF DCF 29.49 IDR 38.05 IDR 53.90 IDR 38
5Y Revenue Exit 21.63 IDR 26.26 IDR 32.95 IDR 39
10Y Revenue Exit 24.29 IDR 28.02 IDR 31.85 IDR 36
Multiples
EV/Revenue 17.53 IDR 21.74 IDR 25.95 IDR 43
Asset-Based
NCAV (Graham) 12.92 IDR 17.31 IDR 25.84 IDR 50
Growth DCF
Growth DCF 30.51 IDR 38.81 IDR 53.02 IDR 80
Rev-Margin DCF 21.63 IDR 26.77 IDR 33.26 IDR 74

Widest divergence: DCF Models (28.02 IDR) versus Asset-Based (17.31 IDR). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 23.9B IDR
Revenue growth (YoY) -37.1%
Net margin -18.0%
Return on equity -6.3%
Operating margin -57.0%
EPS growth (YoY) -84.1%

Figures from reported company fundamentals · as of Jul 14, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 38/100

Of which business quality 46 · Market factors (momentum, volatility) 41

Profitability 7
Margins and returns on capital today
Quality Growth 5
Are margins and returns improving?
Cashflow 60
Earnings quality: real cash, not paper profit
Fin. Strength 99
Balance sheet, leverage, solvency risk
Investment 0
Disciplined investing over empire-building
Low Volatility 48
Calm price path (market factor)
Momentum 38
Price trend over the last 3–12 months (market factor)
52W Momentum 37
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 Hassana Boga Sejahtera Tbk engages in the production and sale of food products in Indonesia. It operates through two segments: Organic Baby Food and Rice and Business Tools. The company offers food and drinks. PT Hassana Boga Sejahtera Tbk was founded in 2009 and is based in Tangerang, Indonesia.

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

Revenue & earnings trend

FY2022 – FY2025 · reported fiscal years

PT Hassana Boga Sejahtera Tbk reported revenue of 23.9B IDR in FY2025 versus 42.2B IDR in FY2022, a compound −17.3%/yr. Reported net income was −4.3B IDR in FY2025.

Growth Quality 17/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
23.9B IDR
Latest YoY
−31.9%
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.
−17.3%
Revenue −17.3%/yr
FY22 42.2B IDR
FY23 48.0B IDR
FY24 35.0B IDR
FY25 23.9B IDR
Net income
FY22 2.2B IDR
FY23 308M IDR
FY24 134M IDR
FY25 −4.3B IDR

NAYZ screens 64% overvalued. Compare with Nestlé India Limited →

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Cite: Fair Value Calculator (2026). "PT Hassana Boga Sejahtera Tbk Fair Value". https://www.fairvalue-calculator.com/stock/NAYZ

Peer Group

Packaged Foods · 649 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 38 · Bottom 25%
Fair Value upside −64% · Bottom 25%
Return on assets -4% · Bottom 25%
Net margin (TTM) -18% · Bottom 25%
Operating margin (TTM) -57% · Bottom 25%
Revenue growth -37% · Bottom 25%
Debt / equity 0.00× · Lower 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.

VALUE 0 · sector 28
FUTURE 0 · sector 20
PAST 0 · sector 27
HEALTH 100 · sector 96
DIVIDEND 0 · sector 47

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

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Packaged Foods stocks, each showing price versus our Fair Value estimate (as of Jul 14, 2026).

Stock Price Fair Value vs Fair Value
Nestlé India Limited NESTLEIND ₹1,427 ₹362.37 -75%
Britannia Industries Limited BRITANNIA ₹5,413 ₹1,870 -65%
Tata Consumer Products Limited TATACONSUM ₹1,089 ₹327.27 -70%
PT Indofood CBP Sukses Makmur Tbk ICBP 6,650 IDR 15,757 IDR +137%
Samyang Foods Co 003230 1,139,000 KRW 1,010,543 KRW -11%
Patanjali Foods Limited PATANJALI ₹413.80 ₹157.04 -62%
Vietnam Dairy Products Joint Stock Company VNM 58,500 VND 68,259 VND +17%
PT Mayora Indah Tbk, MYOR 1,750 IDR 2,699 IDR +54%
PT Cisarua Mountain Dairy Tbk CMRY 4,490 IDR 4,355 IDR -3%
Nongshim Co 004370 348,500 KRW 530,619 KRW +52%

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Frequently asked questions

Is PT Hassana Boga Sejahtera Tbk (NAYZ) overvalued or undervalued?
As of Jul 14, 2026, our model estimates a fair value of 21.74 IDR versus a price of 60.00 IDR, about −64% (overvalued).
What is the fair value of NAYZ?
Our model-based fair value for PT Hassana Boga Sejahtera Tbk is 21.74 IDR (as of Jul 14, 2026), built from audited fundamentals. The current price is 60.00 IDR.
What is the quality score of NAYZ?
PT Hassana Boga Sejahtera Tbk has a Quality Score of 38/100. 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 Hassana Boga Sejahtera Tbk (NAYZ)?
PT Hassana Boga Sejahtera Tbk reported trailing-twelve-month revenue of about 23.9B IDR (latest available figure, as of Jul 14, 2026).
What is the net profit margin of NAYZ?
The net profit margin of PT Hassana Boga Sejahtera Tbk is about -18.0%, 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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