Valuation Delta Electronics (Thailand) Public Company Limited OTC Markets

Stocks

End-of-day quote OTC Markets			5-day change	1st Jan Change
- ^THB	-.--%		-.--%	-

09-16	Tisco Securities Upgrades Delta Electronics Thailand to Buy from Hold; Price Target is THB282	MT
09-15	Phillip Securities Upgrades Delta Electronics Thailand to Accumulate from Sell; Price Target is THB276	MT

Data adjusted to current consolidation scope

Fiscal Period: December	2021	2022	2023	2024	2025	2026	2027	2028
Market Cap ¹	513,921	1,035,327	1,097,696	1,902,257	2,157,970	3,081,033	-	-
Change	-	101.46%	6.02%	73.3%	13.44%	42.77%	-	-
Enterprise Value (EV) ¹	509,530	1,027,126	1,093,655	1,888,012	2,139,148	3,057,289	3,042,573	3,015,783
Change	-	101.58%	6.48%	72.63%	13.3%	42.92%	-0.48%	-0.88%
P/E	76.7x	67.5x	59.5x	100x	86.9x	88.8x	62x	50.3x
PBR	12.4x	18.9x	16.3x	23.8x	22.3x	25.1x	19.2x	14.5x
PEG	-	1x	2.9x	37x	2.8x	2.2x	1.4x	2.2x
Capitalization / Revenue	6.1x	8.73x	7.5x	11.5x	10.9x	11.2x	8.47x	6.68x
EV / Revenue	6.04x	8.66x	7.47x	11.5x	10.8x	11.1x	8.37x	6.53x
EV / EBITDA	60.4x	58.1x	48.4x	76.8x	62x	63.1x	46x	35.7x
EV / EBIT	86x	70.9x	60.7x	106x	81.3x	77.3x	55.3x	41.9x
EV / FCF	-84.9x	180x	388x	108x	148x	133x	86.7x	64.4x
FCF Yield	-1.18%	0.56%	0.26%	0.93%	0.67%	0.75%	1.15%	1.55%
Dividend per Share ²	0.17	0.4	0.45	0.46	0.6	0.8824	1.342	1.859
Rate of return	0.41%	0.48%	0.51%	0.3%	0.35%	0.36%	0.54%	0.75%
EPS ²	0.537	1.231	1.48	1.52	1.99	2.781	3.981	4.909
Distribution rate	31.7%	32.5%	30.4%	30.3%	30.2%	31.7%	33.7%	37.9%
Net sales ¹	84,318	118,558	146,371	164,733	198,153	276,317	363,590	461,530
EBITDA ¹	8,431	17,683	22,616	24,598	34,520	48,486	66,072	84,553
EBIT ¹	5,923	14,493	18,008	17,860	26,326	39,576	55,022	71,907
Net income ¹	6,699	15,344	18,423	18,939	24,814	34,541	49,363	63,341
Net Debt ¹	-4,391	-8,200	-4,041	-14,245	-18,822	-23,744	-38,459	-65,249
Reference price ²	41.20	83.00	88.00	152.50	173.00	247.00	247.00	247.00
Nbr of stocks (in thousands)	12,473,816	12,473,816	12,473,816	12,473,816	12,473,816	12,473,816	-	-
Announcement Date	2/15/22	2/15/23	2/15/24	2/14/25	2/14/26	-	-	-

¹THB in Million²THB

Estimates

Add to a list 0 selected To use this feature you must be a member Log in Sign up	P/E (Y)	EV / Sales (Y)	EV / EBITDA (Y)	Dividend Yield (Y)	Capi.($)
SIEMENS AG	24.3x	2.92x	15.94x	2.13%	233B
CATL (CONTEMPORARY AMPEREX TECHNOLOGY)	14.58x	1.82x	8.23x	3.51%	211B
SCHNEIDER ELECTRIC SE	30.05x	3.86x	17.82x	1.63%	184B
EATON CORPORATION PLC	37.63x	5.61x	23.63x	1.04%	165B
DELTA ELECTRONICS, INC.	44.17x	5.92x	26.54x	1.12%	148B
VERTIV HOLDINGS CO.	41.28x	6.79x	27.28x	0.1%	96.01B
DELTA ELECTRONICS (THAILAND)	86.67x	10.79x	61.51x	0.37%	90.15B
EMERSON ELECTRIC CO.	30.68x	4.98x	17.33x	1.47%	83.63B
AMETEK, INC.	32.4x	7.02x	22.06x	0.57%	54.48B
Average	37.97x	5.52x	24.48x	1.33%	140.58B
Weighted average by Cap.	34.07x	4.74x	21.63x	1.64%