Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
NC2.SI
STRONG BUYFLAGSri Trang Agro-Industry Public Company Limited · Basic Materials · Thailand · $856M · Avg Vol: $29K/d
Sri Trang Agro-Industry is a Thai natural rubber processor and glove producer, and it carries the second-weakest quality score in this batch (Q43) because both rubber processing and glove manufacturing are commodity businesses with volatile margins. Momentum is very strong (M86) on rubber price strength, but that cuts both ways. Nothing adverse is known, so the default applies.
COMPANY DESCRIPTION
Sri Trang Agro-Industry Public Company Limited is the world's largest fully integrated natural rubber producer, with operations spanning upstream plantations, midstream processing, and downstream glove manufacturing. The company commands a dominant global market share, supplying natural rubber to major international tire manufacturers. Its competitive moat is driven by its massive scale, vertically integrated supply chain, and advanced processing technologies that ensure consistent quality and cost leadership.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 110.7B | 84.2B | 114.4B | 113.5B | 0.8% | 105.9B | 132.8B | 138.0B | 10.3% |
| EPS | 3.12 | -0.28 | 1.09 | -0.82 | -40.9% | — | — | — | — |
| Shares | 1.5B | 1.5B | 1.5B | 1.5B | 0.0% | — | — | — | — |
| Debt | 40.6B | 37.4B | 54.1B | 41.8B | 1.0% | 39.8B | — | — | — |
| Equity | 51.4B | 50.3B | 51.1B | 48.2B | -2.1% | — | — | — | — |
| Op CF | 15.7B | 2.9B | -11.4B | 13.9B | -4.0% | 14.1B | — | — | — |
| Inv CF | -10.9B | -13.1B | -1.6B | -1.0B | — | — | — | — | — |
| Fin CF | -5.2B | -5.2B | 14.4B | -15.0B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of NC2.SI are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| NC2.SI | Sri Trang Agro-Industry Public Company Limited(you) | $856M | 94 | STRONG BUY |