Update shared on 13 Dec 2025
Fair value Increased 3.84%Narrative Update on Siam Cement
Analysts have modestly raised their price target on Siam Cement to 366.48 from 352.94, citing slightly stronger expectations for revenue growth and higher future valuation multiples. These factors are partly offset by a softer profit margin outlook and a higher perceived discount rate.
What's in the News
- The board of directors has scheduled a meeting for October 29, 2025, to consider the appointment and renewal of audit committee members, indicating a focus on governance and oversight (company filing).
Valuation Changes
- Fair Value: Raised slightly to THB 366.48 from THB 352.94, reflecting a modestly higher intrinsic valuation.
- Discount Rate: Increased meaningfully to 13.84 percent from 12.24 percent, implying a higher required return and risk perception.
- Revenue Growth: Revised up slightly to 14.57 percent from 13.39 percent, indicating a marginally more optimistic sales outlook.
- Net Profit Margin: Trimmed to 3.03 percent from 3.50 percent, signaling a somewhat weaker profitability expectation.
- Future P/E: Lifted notably to 28.44x from 23.10x, suggesting investors may be willing to pay a higher multiple for future earnings.
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