Semirara Mining and Power

Acacia And Narra Mine Efficiency Will Support Resilient Operations

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

11 May 25

Updated

19 Feb 26

Views

897

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n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-25.5%

7D

-0.5%

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1Y

-25.5%

7D

-0.5%

You can edit this narrative until Feb 20 1:10 PM. Then, changes will post as Updates.

Author's Valuation

₱29.816.2% undervalued

AnalystConsensusTarget Fair Value

Shared on 19 Feb 26

Fair value Decreased 1.73%

SCC: Higher Future P E Multiple Will Support Returns

Analysts have trimmed their fair value estimate for Semirara Mining and Power from ₱30.33 to ₱29.81, citing updated assumptions for revenue trends, profit margins, and a higher future P/E multiple. Valuation Changes Fair Value: Trimmed slightly from ₱30.33 to ₱29.81 per share.

48 views

Shared on 26 Dec 25

SCC: Special Dividend Will Support Returns While Outlook Remains Balanced

Analysts have maintained their price target for Semirara Mining and Power at PHP 30.33, reflecting unchanged assumptions on the discount rate, revenue growth, profit margins, and forward valuation multiples. What's in the News Board meeting scheduled on October 30, 2025 to review and approve unaudited consolidated financial statements for the nine months ended September 30, 2025 (company disclosure) Board approved a special cash dividend of PHP 1.25 per common share at its October 20, 2025 meeting, to be sourced from unrestricted retained earnings as of September 30, 2025 (company disclosure) Record date for the special dividend set for November 4, 2025, with ex dividend date on November 3, 2025 and payment date on November 20, 2025 (company disclosure) Valuation Changes Consensus analyst price target: unchanged at approximately ₱30.33 per share, indicating no revision to fair value assumptions.

116 views

Shared on 12 Dec 25

SCC: Special Cash Dividend Will Support Returns As Margins Ease

Analysts have modestly adjusted their price target on Semirara Mining and Power to align with a fair value estimate of PHP 30.33 per share. This reflects a stable outlook supported by unchanged assumptions on revenue growth, profit margins, and future valuation multiples.

131 views

Shared on 27 Nov 25

Fair value Decreased 9.00%

SCC: Special Cash Dividend And Lower Margins Will Balance Outlook

Analysts have lowered their price target for Semirara Mining and Power from ₱33.33 to ₱30.33, citing expectations for slower revenue growth and a reduced profit margin outlook. What's in the News The Board of Directors approved a special cash dividend of PHP 1.25 per common share.

149 views

Shared on 29 Jul 25

Fair value Decreased 12%

The consensus analyst price target for Semirara Mining and Power has been revised downward, driven mainly by a notable reduction in the company’s future P/E multiple despite revenue growth forecasts remaining stable, resulting in a new fair value target of ₱33.17. What's in the News Filed a legal complaint seeking an injunction against the Department of Finance, BIR, and BOC to prevent collection of duties and taxes on fuel imports, arguing continued exemption under PD 972 and its Coal Operating Contract; a 20-day TRO was issued.

31 views

Valuator

Company Info

Notes

AnalystConsensusTarget Fair Value

₱29.81

6.2% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

-7.69%

Historical revenue growth rate

9.85%

Oil and Gas revenue growth rate

0.42%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

11.25%

Calculation

₱11.72b

Earnings '29

x

14.88x

PE Ratio '29

=

₱174.44b

Market Cap '29

₱174.44b

Market Cap '29

/

4.25b

No. shares '29

=

₱41.04

Share Price '29

₱41.04 Share Price '29

Discounted to 2026 @ 11.25% p.a.

=

₱29.80

Fair Value '26