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Orçay Ortaköy Çay Sanayi ve Ticaret Anonim Sirketi (ORCAY) Fair Value & Analysis

Consumer Defensive · TR · Market cap 857M TRY

OO Orçay Ortaköy Çay Sanayi ve Ticaret Anonim Sirketi ORCAY · IS
Price3.77 TRY
Fair Value2.66 TRY
Upside-29.4%
Quality23/100
Mixed Growth
Loss-making · -33.9% net margin
Low debt · generates free cash flow
Trails peers (2/10)
Narrow moat 4/100
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Evidence: Medium Range 1.43 TRY – 3.75 TRY Share as image

Fair value as of: Aug 1, 2026

From 12 valuation models · updated today

Share price −5.8% over the past month.

What matters now

  • Weak quality (23/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • The model range is unusually wide (1.43 TRY to 3.75 TRY). The outcome hinges heavily on assumptions, so read the point estimate with caution.

Price vs Fair Value (12 months)

5.04 TRY 3.17 TRY Fair Value 2.66 TRY Aug 2025 Jul 2026

12‑month range 3.17 TRY – 5.04 TRY · fair‑value band 1.43 TRY – 3.75 TRY · the 3.77 TRY price screens above the 2.66 TRY fair value. As of Aug 1, 2026.

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Analysis

Orçay Ortaköy Çay Sanayi ve Ticaret Anonim Sirketi (ORCAY) currently trades at 3.77 TRY, while our model-based Fair Value estimate is 2.66 TRY, implying the stock looks roughly 29.4% overvalued today. We read business quality at 23/100 (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: medium).

Over the trailing twelve months, Orçay Ortaköy Çay Sanayi ve Ticaret Anonim Sirketi generated revenue of 446M TRY at a net margin of -33.9%. Revenue declined 67.7% year over year. It earns a return on equity of -24.3%. Net debt stands at 486M TRY. Fundamentals as of Aug 1, 2026

Our scenario range runs from 1.43 TRY (bear case) to 3.75 TRY (bull case); at 3.77 TRY, the current price sits above that range. The share trades about 29% below its 52-week high and 23% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at 1% fair-value upside, at -29%, ORCAY screens richer than that median.

Key figures & financial health

Revenue (TTM) 446M TRY
Revenue growth (YoY) -67.7%
Net margin -33.9%
Return on equity -24.3%
Free cash flow 3.1M TRY FY2025
Operating margin -4.1%
More key figures
EPS (TTM) -1.46 TRY
EPS growth (YoY) -92.0%
Net debt 486M TRY FY2025

Figures from reported company fundamentals · as of Aug 1, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 23/100
Profitability 5
Quality Growth 58
Cashflow 12
Fin. Strength 22
Investment 33
Low Volatility 67
Momentum 36
52W Momentum 28
Net Issuance 0

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

Orçay Ortaköy Çay Sanayi ve Ticaret Anonim Sirketi produces, markets, and sells various tea and related products primarily in Turkey. The company offers packaged, bag, fresh, and white-green tea products. It also sells its products online. The company was founded in 1985 and is headquartered in Rize, Turkey.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Orçay Ortaköy Çay Sanayi ve Ticaret Anonim Sirketi reported revenue of 662M TRY in FY2025 versus 164M TRY in FY2021, a compound +41.8%/yr. Reported net income was −161M TRY in FY2025.

Revenue +41.8%/yr
FY21 164M TRY
FY22 362M TRY
FY23 791M TRY
FY24 579M TRY
FY25 662M TRY
Net income
FY21 2.5M TRY
FY22 48.6M TRY
FY23 −45.1M TRY
FY24 −134M TRY
FY25 −161M TRY

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Cite: Fair Value Calculator (2026). "Orçay Ortaköy Çay Sanayi ve Ticaret Anonim Sirketi Fair Value". https://www.fairvalue-calculator.com/stock/ORCAY

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 / 25
FUTURE 0 / 20
PAST 0 / 27
HEALTH 99 / 96
DIVIDEND 0 / 46

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 Aug 1, 2026).

Stock Price Fair Value vs Fair Value
Nestlé India Limited NESTLEIND ₹1,438 ₹362.37 -75%
Uni-President Enterprises Corp 1216 75.10 TWD 72.54 TWD -3%
Britannia Industries Limited BRITANNIA ₹5,171 ₹1,966 -62%
Tata Consumer Products Limited TATACONSUM ₹1,104 ₹327.27 -70%
PT Indofood CBP Sukses Makmur Tbk ICBP 6,600 IDR 14,500 IDR +120%
PT Indofood Sukses Makmur Tbk INDF 6,250 IDR 22,853 IDR +266%
Samyang Foods Co 003230 1,000,000 KRW 1,010,543 KRW +1%
Patanjali Foods Limited PATANJALI ₹419.60 ₹156.15 -63%
Vietnam Dairy Products Joint Stock Company VNM 58,900 VND 70,912 VND +20%
PT Mayora Indah Tbk, MYOR 1,650 IDR 2,175 IDR +32%

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Frequently asked questions

Is Orçay Ortaköy Çay Sanayi ve Ticaret Anonim Sirketi (ORCAY) overvalued or undervalued?
As of Aug 1, 2026, our model estimates a fair value of 2.66 TRY versus a price of 3.77 TRY, about −29% (overvalued).
What is the fair value of ORCAY?
Our model-based fair value for Orçay Ortaköy Çay Sanayi ve Ticaret Anonim Sirketi is 2.66 TRY (as of Aug 1, 2026), built from audited fundamentals. The current price is 3.77 TRY.
What is the quality score of ORCAY?
Orçay Ortaköy Çay Sanayi ve Ticaret Anonim Sirketi has a Quality Score of 23/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Orçay Ortaköy Çay Sanayi ve Ticaret Anonim Sirketi (ORCAY)?
Orçay Ortaköy Çay Sanayi ve Ticaret Anonim Sirketi reported trailing-twelve-month revenue of about 446M TRY (latest available figure, as of Aug 1, 2026).
What is the net profit margin of ORCAY?
The net profit margin of Orçay Ortaköy Çay Sanayi ve Ticaret Anonim Sirketi is about -33.9%, 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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