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PT Trimegah Bangun Persada TBK (NCKL) Fair Value & Analysis

Basic Materials · ID · Market cap 53.2T IDR

PT PT Trimegah Bangun Persada TBK NCKL · JK
Price945.00 IDR
Fair Value1,231 IDR
Upside+30.3%
Quality67/100
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Healthy Growth
Highly profitable · 34.1% net margin
Low debt · generates free cash flow
5.11% dividend yield
Ranks above peers (13/15)
Wide moat 72/100
Evidence: Medium Range 914.08 IDR – 4,804 IDR Share as image

Fair value as of: Jul 17, 2026

From 26 valuation models · updated 24 days ago

Fair value updated Jul 17, 2026, revised from 1,819 IDR to 1,231 IDR (−32.3%) since Jul 16, 2026. Share price +20.8% over the past month.

A solid business, screening 30% undervalued on our models.

What matters now

  • The model range is unusually wide (914.08 IDR to 4,804 IDR). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • Solid quality (67/100) at a price below fair value, the discount is the argument here, not the business quality.
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Price vs Fair Value (3 years)

1,465 IDR 506.63 IDR Fair Value 1,231 IDR Apr 2023 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

40‑month range 506.63 IDR – 1,465 IDR · fair‑value band 914.08 IDR – 4,804 IDR · the 945.00 IDR price screens below the 1,231 IDR fair value. Dashed = 300-day average. As of Jul 17, 2026.

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Analysis

PT Trimegah Bangun Persada TBK (NCKL) currently trades at 945.00 IDR, while our model-based Fair Value estimate is 1,231 IDR, implying the stock looks roughly 30.3% undervalued today. The Quality Score stands at 67/100 (solid 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, PT Trimegah Bangun Persada TBK generated revenue of 29.0T IDR at a net margin of 27.6%. Revenue declined 4.5% year over year. It earns a return on equity of 25.3%. Net debt stands at 3.4T IDR. Fundamentals as of Jul 17, 2026

Our scenario range runs from 914.08 IDR (bear case) to 4,804 IDR (bull case); at 945.00 IDR, 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 41% below its 52-week high and 55% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -34% fair-value upside, at 30%, NCKL 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 2,384 IDR 4,995 IDR 9,379 IDR 80
Residual Income 1,037 IDR 1,433 IDR 9,481 IDR 76
Rev-Margin DCF 1,117 IDR 1,828 IDR 3,266 IDR 74
All 26 models by family
DCF Models
FCF DCF 2,531 IDR 4,096 IDR 9,212 IDR 38
Owner Earnings 2,615 IDR 6,159 IDR 13,931 IDR 31
5Y Revenue Exit 1,053 IDR 1,591 IDR 2,696 IDR 39
5Y EBITDA Exit 1,599 IDR 2,696 IDR 4,840 IDR 41
5Y P/E Exit 2,044 IDR 4,489 IDR 7,803 IDR 38
10Y Revenue Exit 1,463 IDR 2,663 IDR 3,242 IDR 36
10Y EBITDA Exit 1,894 IDR 3,867 IDR 7,182 IDR 37
10Y P/E Exit 2,226 IDR 4,847 IDR 9,115 IDR 35
Earnings-Based
Graham-Dodd 966.38 IDR 6,739 IDR 9,458 IDR 54
Lynch FV 3,038 IDR 4,340 IDR 5,642 IDR 50
PEG = 1.0 3,038 IDR 4,340 IDR 5,642 IDR 46
EPV 1,126 IDR 1,329 IDR 1,509 IDR 59
Dividend Discount
Gordon GGM 292.28 IDR 638.09 IDR 1,074 IDR 70
DDM Multi-Stage 292.28 IDR 522.70 IDR 664.99 IDR 61
Multiples
P/E Multiple 1,812 IDR 2,416 IDR 3,020 IDR 63
P/S Multiple 529.26 IDR 705.68 IDR 882.10 IDR 58
P/B Multiple 1,381 IDR 1,841 IDR 2,301 IDR 55
EV/EBIT 1,381 IDR 1,849 IDR 2,317 IDR 53
EV/EBITDA 1,213 IDR 1,625 IDR 2,037 IDR 54
EV/Revenue 470.20 IDR 681.91 IDR 893.61 IDR 43
Asset-Based
NCAV (Graham) 306.80 IDR 411.11 IDR 613.60 IDR 50
Growth DCF
Growth DCF 2,384 IDR 4,995 IDR 9,379 IDR 80
Rev-Margin DCF 1,117 IDR 1,828 IDR 3,266 IDR 74
Economic Profit
Residual Income 1,037 IDR 1,433 IDR 9,481 IDR 76
ROIC Compounder 1,599 IDR 2,544 IDR 3,236 IDR 72
Growth Earnings
Growth-Adj P/E 3,824 IDR 5,463 IDR 7,102 IDR 68

Widest divergence: Growth Earnings (5,463 IDR) versus Asset-Based (411.11 IDR). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 29.3T IDR
Revenue growth (YoY) -4.5%
Net margin 34.1%
Return on equity 26.0%
Free cash flow 9.0T IDR FY2025
P/E ratio 5.3
More key figures
Operating margin 15.2%
EPS (TTM) 158.82 IDR
Dividend yield 5.1%
EPS growth (YoY) +63.9%
Net debt 3.4T IDR FY2025

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

Quality Score breakdown

Overall quality 67/100

Of which business quality 69 · Market factors (momentum, volatility) 30

Profitability 64
Margins and returns on capital today
Quality Growth 52
Are margins and returns improving?
Cashflow 83
Earnings quality: real cash, not paper profit
Fin. Strength 80
Balance sheet, leverage, solvency risk
Investment 31
Disciplined investing over empire-building
Low Volatility 35
Calm price path (market factor)
Momentum 23
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 Trimegah Bangun Persada TBK engages in the nickel ore mining and processing in Indonesia and distributes the products to China, Switzerland, Hong Kong, Sweden, and Singapore.

Full company description

PT Trimegah Bangun Persada TBK engages in the nickel ore mining and processing in Indonesia and distributes the products to China, Switzerland, Hong Kong, Sweden, and Singapore. The company owns and operates two nickel laterite mining projects located at Kawasi and Loji on Obi Island; and mining concessions for two nickel mining prospects located in Tabuji, Fluk dan Gambaru and Jikodolong village, Indonesia. It also manufactures non-ferrous base metals; and provides laboratory testing, real estate, and other management consulting services. In addition, the company is involved in the trading and consultancy businesses. PT Trimegah Bangun Persada Tbk was founded in 2004 and is headquartered in Jakarta Pusat, Indonesia. PT Trimegah Bangun Persada Tbk is a subsidiary of PT Harita Jayaraya Inc.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

PT Trimegah Bangun Persada TBK reported revenue of 29.6T IDR in FY2025 versus 8.2T IDR in FY2021, a compound +37.8%/yr. Reported net income was 9.0T IDR in FY2025, compounding +44.1%/yr from FY2021.

Growth Quality 100/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
29.6T IDR
Latest YoY
+9.9%
Avg. growth/yr (3Y)
+45.8%
Avg. growth/yr (5Y)
+48.7%
Avg. growth/yr (6Y)
+27.5%
Revenue +37.8%/yr
FY21 8.2T IDR
FY22 9.6T IDR
FY23 23.9T IDR
FY24 27.0T IDR
FY25 29.6T IDR
Net income +44.1%/yr
FY21 2.1T IDR
FY22 4.7T IDR
FY23 5.6T IDR
FY24 6.4T IDR
FY25 9.0T IDR

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Cite: Fair Value Calculator (2026). "PT Trimegah Bangun Persada TBK Fair Value". https://www.fairvalue-calculator.com/stock/NCKL

Peer Group

Other Industrial Metals & Mining · 476 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 67 · Top 25%
Fair Value upside +30% · Top 25%
Return on equity (TTM) 26% · Top 25%
Return on assets 8% · Top 25%
Net margin (TTM) 34% · Top 25%
Operating margin (TTM) 15% · Above median
Revenue growth -5% · Below median
Dividend yield (TTM) 5.1% · Top 25%
Debt / equity 0.19× · Higher than median

Valuation Multiples vs Other Industrial Metals & Mining median · lower = cheaper

P/E (TTM) 5.3× · Cheaper than 75% of peers
P/B 1.38× · Cheaper than median
P/S (TTM) 1.82× · Cheaper than median
P/FCF 0.0× · Cheaper than 75% of peers
EV/EBITDA 5.7× · Cheaper than median
PEG 0.55× · 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 74 · sector 0
FUTURE 0 · sector 23
PAST 100 · sector 0
HEALTH 90 · sector 96
DIVIDEND 100 · sector 21

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 Other Industrial Metals & Mining stocks, each showing price versus our Fair Value estimate (as of Jul 17, 2026).

Stock Price Fair Value vs Fair Value
BHP Group BHPN 1,425 MXN 942.42 MXN -34%
Rio Tinto Group RIO A$164.89 A$81.76 -50%
Grupo México, S.A. GMEXICOB 199.23 MXN 187.72 MXN -6%
Vale S.A VALE $14.19 $9.14 -36%
Saudi Arabian Mining Company 1211 58.05 SAR 33.87 SAR -42%
CMOC Group 603993 ¥18.20 ¥16.15 -11%
Fortescue Ltd FMG A$18.47 A$18.62 +1%
China Tungsten And Hightech Materials Co 000657 ¥74.71 ¥9.55 -87%
Hindustan Zinc Limited HINDZINC ₹521.95 ₹576.80 +11%
China Northern Rare Earth (Group) High-Tech Co 600111 ¥39.56 ¥10.59 -73%

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Frequently asked questions

Is PT Trimegah Bangun Persada TBK (NCKL) overvalued or undervalued?
As of Jul 17, 2026, our model estimates a fair value of 1,231 IDR versus a price of 945.00 IDR, about +30% (undervalued).
What is the fair value of NCKL?
Our model-based fair value for PT Trimegah Bangun Persada TBK is 1,231 IDR (as of Jul 17, 2026), built from audited fundamentals. The current price is 945.00 IDR.
What is the quality score of NCKL?
PT Trimegah Bangun Persada TBK has a Quality Score of 67/100. 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 Trimegah Bangun Persada TBK (NCKL)?
PT Trimegah Bangun Persada TBK reported trailing-twelve-month revenue of about 29.0T IDR (latest available figure, as of Jul 17, 2026).
What is the net profit margin of NCKL?
The net profit margin of PT Trimegah Bangun Persada TBK is about 27.6%, meaning it keeps roughly 27.6% of revenue as net income. Based on the latest reported figures.
Does PT Trimegah Bangun Persada TBK pay a dividend?
PT Trimegah Bangun Persada TBK currently shows a dividend yield of about 3.87% 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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