Sembcorp Industries

Renewables Expansion In India And ASEAN Will Shape Future Energy

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

09 Mar 25

Updated

24 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

15.2%

7D

-1.5%

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1Y

15.2%

7D

-1.5%

You can edit this narrative until Nov 25 6:10 PM. Then, changes will post as Updates.

Author's Valuation

S$7.4618.5% undervalued

AnalystConsensusTarget Fair Value

Shared on 24 Nov 25

Fair value Decreased 1.65%

U96: Acquisition Pursuit Of Alinta Energy Will Drive Shareholder Value

Analysts have slightly lowered their fair value estimate for Sembcorp Industries from $7.59 to $7.46, citing adjustments in expected revenue growth and profit margins. What's in the News Sembcorp Industries is reportedly pursuing the acquisition of Alinta Energy, an Australian energy business owned by Chow Tai Fook, as part of its expansion in the renewable energy sector.

Shared on 04 Sep 25

Sembcorp Industries’ consensus valuation remains stable, as both future P/E and revenue growth forecasts showed negligible movement, resulting in an unchanged analyst price target of SGD7.59. What's in the News Sembcorp Industries initiates a share buyback program authorized to repurchase up to 35,577,792 shares (2% of issued share capital), using internal funds, with repurchased shares either cancelled or held in treasury.

Shared on 01 May 25

Fair value Increased 2.95%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Increased 0.41%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.55%

AnalystConsensusTarget has increased revenue growth from 3.2% to 4.2%.

Shared on 19 Mar 25

Fair value Decreased 8.84%

AnalystConsensusTarget has decreased revenue growth from 4.3% to 3.2%, increased profit margin from 17.1% to 19.9% and decreased future PE multiple from 12.3x to 10.9x.

Shared on 12 Mar 25

Fair value Increased 2.97%

AnalystConsensusTarget Fair Value

S$7.46

18.5% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

4.52%

Other Utilities revenue growth rate

0.14%

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

5.84%

Calculation

S$1.22b

Earnings '28

x

12.86x

PE Ratio '28

=

S$15.71b

Market Cap '28

S$15.71b

Market Cap '28

/

1.78b

No. shares '28

=

S$8.85

Share Price '28

S$8.85 Share Price '28

Discounted to 2025 @ 5.84% p.a.

=

S$7.46

Fair Value '25