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BCT-R.BK$50.00+0.00%
Fair $50.00+0.0%

BCT-R.BK

Birla Carbon (Thailand) Public Company Limited

Basic Materials / Specialty ChemicalsThailand

$50.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $50.00Fund rank 27/100 · Data gapFallback financials|
SA 40/C
F-Score: 2/9
Declining Revenue

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $871.6M · quality 46.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

40/100

C

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 3 consecutive years
Thesis & Journal · BCT-R.BKLocal privado en este navegador · Birla Carbon (Thailand) Public Company Limited
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$15.0B

P/E

8.1x

↓

EV/EBITDA

4.5x

↓

ROE

5.3%

↑

Gross Margin

17.1%

↓

Debt/Equity

0.00

↓
52-Week Range$50
$43$68

TradingView lightweight chart

BCT-R.BK price, volumen y niveles de valoración

Último $45.75Periodo +52.5%
Fair value: $50.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

-11.0%

FCF CAGR

—

FCF margin

-28.3%

FCF / Net income

-1.47x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.55B · net income $1.84B · FCF $-2.70B

2023-FY → 2026-FY

Gross margin

17.1%+3.1% pts

Operating margin

10.7%+1.3% pts

Net margin

19.3%-10.6% pts

FCF margin

-28.3%-31.8% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$9.55B$9.55B$12.00B$12.98B$13.54B
Net Income$1.84B$1.84B$2.46B$4.59B$4.05B
EBITDA$2.44B$2.44B$3.05B$5.59B$4.75B
EPS——8.1915.3113.50
Gross Margin17.1%17.1%17.8%21.1%14.0%
Operating Margin10.7%10.7%12.8%17.0%9.5%
Net Margin19.3%19.3%20.5%35.4%29.9%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio1.811.81———
Cash Flow
Free Cash Flow$-2.70B$-2.70B$871.6M$949.8M$477.6M
Returns
ROE5.3%5.3%7.3%13.9%14.4%
Valuation
P/E8.148.148.243.764.37
EV/EBITDA4.504.504.452.022.68
P/B0.430.430.600.520.63
Growth & Yield
Revenue Growth-20.4%-20.4%-7.5%-4.2%—
EPS Growth——-46.5%13.4%—
Dividend Yield2.2%2.2%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -30.0%

Total return

-30.0%

Start / end P/E

n/dx → n/dx

EPS bridge

8.19 → n/d

Residual

-32.2%

EPS growthn/d
Multiple reratingn/d
Dividend+2.2%
Residual / FX / buybacks / cross-term-32.2%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.