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SCC: Future Upside Will Rely On Stable Margins And Coal Production

Acacia And Narra Mine Efficiency Will Support Resilient Operations

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SCC
AnalystConsensusTarget
Not Invested
Published 11 May 2025
50 viewsusers have viewed this narrative update

Update shared on 15 Jun 2026

Previous
15 Jun
₱21.80
AnalystConsensusTarget's Fair Value
₱31.00
29.7% undervalued intrinsic discount
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1Y
-33.2%
7D
-1.4%

Analysts have kept their ₱31.00 fair value estimate for Semirara Mining and Power unchanged, citing stable assumptions around discount rate, expected revenue contraction, profit margin, and future P/E as the basis for maintaining their prior view.

What's in the News

  • A board meeting is scheduled for May 4, 2026 to elect officers and appoint committee members to serve until their successors are duly elected and qualified. (Source: Company filing)
  • A board meeting is set for April 29, 2026 to review and consider the unaudited consolidated financial statements for the period ended March 31, 2026. (Source: Company filing)
  • Production results for the first quarter ended March 31, 2026 reported coal production of 5.9 million metric tons, compared with 5.7 million metric tons in the same period last year, supported by improved access to coal seams at the Narra mine as it approaches depletion in 2026. (Source: Company disclosure)

Valuation Changes

  • Fair Value: ₱31.00 per share estimate is unchanged, reflecting consistent assumptions versus the prior model.
  • Discount Rate: Held steady at 11.372%, indicating no change in the required return used to value the stock.
  • Revenue Growth: Expected revenue is still modeled to contract by 36.30%, with no revision to the prior assumption.
  • Net Profit Margin: Margin outlook remains effectively unchanged at 33.79%, reflecting a stable profitability assumption.
  • Future P/E: Future P/E assumption is unchanged at 10.64x, implying a consistent earnings multiple applied in the valuation.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.