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Siam Pan Group (SPG) Fair Value & Analysis

Basic Materials · TH · Market cap 3.8B THB

SP Siam Pan Group SPG · BK
Price10.90 THB
Fair Value15.76 THB
Upside+44.6%
Quality95/100
Evidence: High Range 11.82 THB – 19.70 THB

Fair value as of: Jun 24, 2026

From 24 valuation models · updated 5 days ago

Share price +1.9% over the past month.

Price vs Fair Value (12 months)

13.65 THB 9.83 THB Fair Value 15.76 THB Jun 2024 Jun 2026

12‑month range 9.83 THB – 13.65 THB · fair‑value band 11.82 THB – 19.70 THB · the 10.90 THB price screens below the 15.76 THB fair value. As of Jun 24, 2026.

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Analysis

Siam Pan Group (SPG) currently trades at 10.90 THB, while our model-based Fair Value estimate is 15.76 THB — implying the stock looks roughly 44.6% undervalued today. We read business quality at 95/100 (high 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: high) — always confirm before acting.

Over the trailing twelve months, Siam Pan Group generated revenue of 2.3B THB at a net margin of 14.6%. Revenue grew 7.8% year over year. It earns a return on equity of 5.9%. The balance sheet holds a net cash position of 1.2B THB. Fundamentals as of Jun 24, 2026

Key figures & financial health

Revenue (TTM) 2.3B THB
Revenue growth (YoY) +7.8%
Net margin 14.6%
Return on equity 5.9%
Free cash flow 644M THB FY2025
P/E ratio 11.0
More key figures
Operating margin 22.2%
EPS (TTM) 0.9900 THB
Dividend yield 7.4%
EPS growth (YoY) +23.0%
Net cash 1.2B THB FY2024

Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.

About the company

Siam Pan Group Public Company Limited, together with its subsidiaries, manufactures and distributes lubricating oils and greases in Thailand, Myanmar, and internationally. The company operates in two segments, Lubricating Oil and Grease. It offers gasoline engine, transmission, light duty diesel engine, and heavy-duty diesel engine oil; agriculture and motorcycle lubricants; and specialty products, such as brake fluid, coolant, marina super lube, super HD hydraulic, cutting oil, and ice lube products. The company provides lubricating oils for engines under the Trane, Deterla, and Super Star brands; and lubricating greases for lubricating works under the Trane and Crocodile brands. It is also involved in the manufacture and sale of plastic beads, containers, caps, and lids, as well as scrap. Siam Pan Group Public Company Limited was founded in 1959 and is headquartered in Bangkok, Thailand.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Siam Pan Group reported revenue of 2.3B THB in FY2025 versus 2.9B THB in FY2021, a compound −5.8%/yr. Reported net income was 320M THB in FY2025, compounding −8.7%/yr from FY2021.

Revenue −5.8%/yr
FY21 2.9B THB
FY22 2.9B THB
FY23 2.7B THB
FY24 2.0B THB
FY25 2.3B THB
Net income −8.7%/yr
FY21 460M THB
FY22 344M THB
FY23 344M THB
FY24 247M THB
FY25 320M THB

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6 more Specialty Chemicals stocks, each showing price versus our Fair Value estimate (as of Jun 24, 2026).

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L'Air Liquide S.A AIQUY $38.20 $13.08 -66%
Air Products and Chemicals, Inc A1PD34 R$360.05 R$108.63 -70%
Intercontinental Exchange, Inc I1CE34 R$367.00 R$311.38 -15%
Wanhua Chemical Group 600309 ¥74.30 ¥68.03 -8%
Asian Paints Limited ASIANPAINT ₹2,661 ₹668.81 -75%

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Frequently asked questions

Is Siam Pan Group (SPG) undervalued?
As of Jun 24, 2026, our model estimates a fair value of 15.76 THB versus a price of 10.90 THB — about +45% (undervalued). Model-based estimate, not financial advice.
What is the fair value of SPG?
Our 21-model fair value for Siam Pan Group is 15.76 THB (as of Jun 24, 2026), built from audited fundamentals. The current price is 10.90 THB.
What is the quality score of SPG?
Siam Pan Group has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Siam Pan Group (SPG)?
Siam Pan Group reported trailing-twelve-month revenue of about 2.3B THB (latest available figure, as of Jun 24, 2026).
What is the net profit margin of SPG?
The net profit margin of Siam Pan Group is about 14.6%, meaning it keeps roughly 14.6% of revenue as net income. Based on the latest reported figures.
Does Siam Pan Group pay a dividend?
Siam Pan Group currently shows a dividend yield of about 7.41% relative to its recent price (as of Jun 24, 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.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.