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SCC: Special Cash Dividend Will Support Returns As Margins Ease

Update shared on 12 Dec 2025

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AnalystConsensusTarget's Fair Value
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1Y
-15.2%
7D
0.2%

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.

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)
  • Special cash dividend of PHP 1.25 per common share approved on October 20, 2025, funded from unrestricted retained earnings as of September 30, 2025 (company disclosure)
  • Board meeting held on October 20, 2025, specifically to approve the PHP 1.25 per share special cash dividend (company disclosure)

Valuation Changes

  • The Fair Value Estimate remains unchanged at approximately ₱30.33 per share, indicating no revision to the intrinsic value assessment.
  • The Discount Rate is stable at about 11.39 percent, reflecting an unchanged view of the company’s risk profile and required return.
  • The Revenue Growth assumption is effectively unchanged at around negative 4.90 percent, signaling a continued expectation of modest revenue contraction.
  • The Net Profit Margin forecast is stable at roughly 28.71 percent, suggesting no material change in long term profitability expectations.
  • The future P/E multiple remains steady at about 12.28 times, indicating no shift in the valuation multiple applied to forward earnings.

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Disclaimer

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