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TSTH.BK$0.92+0.00%
Fair $0.92+0.0%

TSTH.BK

Tata Steel (Thailand) Public Company Limited

Basic Materials / SteelThailand

$0.92

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $0.92Fund rank 31/100 · Data gapFallback financials|
SA 68/B
F-Score: 7/9

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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $782.0M · quality 55.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data 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

68/100

B

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 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.
Thesis & Journal · TSTH.BKLocal privado en este navegador · Tata Steel (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

$7.7B

P/E

4.0x

↓

EV/EBITDA

1.3x

↓

ROE

12.6%

↑

Gross Margin

11.5%

↓

Debt/Equity

0.04

↓
52-Week Range$1
$1$1

TradingView lightweight chart

TSTH.BK price, volumen y niveles de valoración

Último $0.920Periodo -24.6%
Fair value: $0.920

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

-4.9%

FCF CAGR

+72.2%

FCF margin

11.6%

FCF / Net income

1.62x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $26.39B · net income $1.90B · FCF $3.07B

2023-FY → 2026-FY

Gross margin

11.5%+6.9% pts

Operating margin

8.5%+6.1% pts

Net margin

7.2%+5.0% pts

FCF margin

11.6%+9.7% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$26.39B$26.39B$24.98B$24.69B$30.70B
Net Income$1.90B$1.90B$332.8M$96.2M$685.9M
EBITDA$2.65B$2.65B$707.2M$407.5M$983.6M
EPS0.230.230.040.010.08
Gross Margin11.5%11.5%2.7%1.8%4.6%
Operating Margin8.5%8.5%0.4%-1.0%2.4%
Net Margin7.2%7.2%1.3%0.4%2.2%
Balance Sheet
Debt/Equity0.040.040.050.050.05
Current Ratio5.865.86———
Cash Flow
Free Cash Flow$3.07B$3.07B$-971.6M$782.0M$600.5M
Returns
ROE12.6%12.6%2.6%0.8%5.4%
Valuation
P/E4.004.0012.9172.0013.63
EV/EBITDA1.311.314.4311.048.55
P/B0.520.520.330.480.72
Growth & Yield
Revenue Growth5.6%5.6%1.2%-19.6%—
EPS Growth470.3%470.3%295.2%-87.5%—
Dividend Yield3.3%3.3%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-28.7%

fácil

EPS terminal req.

$0.08

Spread vs growth

499.0%

5Y implied EPS CAGR

-15.2%

fácil

EPS terminal req.

$0.10

Spread vs growth

485.5%

10Y implied EPS CAGR

-3.4%

fácil

EPS terminal req.

$0.16

Spread vs growth

473.7%

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 +40.6%

Total return

+40.6%

Start / end P/E

17.0x → 4.1x

EPS bridge

0.04 → 0.23

Residual

-357.1%

EPS growth+470.3%
Multiple rerating-75.9%
Dividend+3.3%
Residual / FX / buybacks / cross-term-357.1%

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.