Announcement • Jun 19
Sta. Lucia Land, Inc. Announces Committee Changes Sta. Lucia Land, Inc. announced that at the Organizational Meeting of the Board of Directors of the Corporation held immediately after the Annual Stockholders' Meeting, Further, the following directors were designated as chairman and Members of the Corporation's Executive, Audit, Corporate Governance, Board Risk Oversight, Related Party Transactions and Nomination Committees: Executive Committee: Exequiel D. Robles Chairman 2. Vicente R. Santos; Mariza Santos-Tan; Aurora D. Robles; Antonio D. Robles Audit Committee: Danilo A. Antonio Chairman; Vicente R. Santos; Orestes R. Santos; Renato C. Francisco. Corporate Governance Committee: Renato C. Francisco- Chairman; Vicente R. Santos; Danilo A. Antonio Board Risk Oversight Committee: Renato C. Francisco Chairman; Vicente R. Santos; Danilo A. Antonio E. Related Party Transactions Committee: Renato C. Francisco Chairman; Vicente R. Santos; Orestes R. Santos; Danilo A. Antonio F. Nomination Committee; Renato C. Francisco Chairman; Vicente R. Santos; Danilo A. Antonio. New Risk • Jun 03
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 34% Last year net profit margin: 48% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.2% operating cash flow to total debt). Minor Risk Profit margins are more than 30% lower than last year (34% net profit margin). Reported Earnings • May 25
Third quarter 2025 earnings released: EPS: ₱0.07 (vs ₱0.11 in 3Q 2024) Third quarter 2025 results: EPS: ₱0.07 (down from ₱0.11 in 3Q 2024). Revenue: ₱1.37b (down 33% from 3Q 2024). Net income: ₱555.6m (down 39% from 3Q 2024). Profit margin: 41% (down from 44% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings. Reported Earnings • Nov 21
Third quarter 2025 earnings released: EPS: ₱0.07 (vs ₱0.11 in 3Q 2024) Third quarter 2025 results: EPS: ₱0.07 (down from ₱0.11 in 3Q 2024). Revenue: ₱2.01b (down 1.5% from 3Q 2024). Net income: ₱555.6m (down 39% from 3Q 2024). Profit margin: 28% (down from 44% in 3Q 2024). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 9% per year, which means it is performing significantly worse than earnings. Valuation Update With 7 Day Price Move • Nov 06
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₱2.05, the stock trades at a trailing P/E ratio of 5.1x. Average trailing P/E is 5x in the Real Estate industry in Philippines. Total loss to shareholders of 28% over the past three years. Upcoming Dividend • Oct 09
Upcoming dividend of ₱0.04 per share Eligible shareholders must have bought the stock before 16 October 2025. Payment date: 13 November 2025. Trailing yield: 1.6%. Lower than top quartile of Filipino dividend payers (6.1%). Lower than average of industry peers (2.8%). Announcement • Sep 19
Sta. Lucia Land, Inc. Announces Special Dividend, Payable on November 13, 2025 Sta. Lucia Land, Inc. announced special dividend of PHP 0.04 per share. Record Date is October 17, 2025. Payment Date is November 13, 2025. Announcement • Sep 18
Sta. Lucia Land, Inc., Annual General Meeting, Jun 19, 2026 Sta. Lucia Land, Inc., Annual General Meeting, Jun 19, 2026, at 08:01 W. Australia Standard Time. Reported Earnings • Aug 20
Second quarter 2025 earnings released: EPS: ₱0.069 (vs ₱0.13 in 2Q 2024) Second quarter 2025 results: EPS: ₱0.069 (down from ₱0.13 in 2Q 2024). Revenue: ₱2.11b (down 9.7% from 2Q 2024). Net income: ₱552.2m (down 47% from 2Q 2024). Profit margin: 26% (down from 45% in 2Q 2024). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Reported Earnings • May 04
Full year 2024 earnings released: EPS: ₱0.51 (vs ₱0.45 in FY 2023) Full year 2024 results: EPS: ₱0.51 (up from ₱0.45 in FY 2023). Revenue: ₱12.1b (up 27% from FY 2023). Net income: ₱4.24b (up 14% from FY 2023). Profit margin: 35% (down from 39% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Upcoming Dividend • Nov 20
Upcoming dividend of ₱0.04 per share Eligible shareholders must have bought the stock before 27 November 2024. Payment date: 20 December 2024. Trailing yield: 1.4%. Lower than top quartile of Filipino dividend payers (6.5%). Lower than average of industry peers (2.2%). Announcement • Nov 09
Sta. Lucia Land, Inc., Annual General Meeting, Jun 20, 2025 Sta. Lucia Land, Inc., Annual General Meeting, Jun 20, 2025, at 08:01 W. Australia Standard Time. Reported Earnings • Aug 20
Second quarter 2024 earnings released: EPS: ₱0.13 (vs ₱0.11 in 2Q 2023) Second quarter 2024 results: EPS: ₱0.13 (up from ₱0.11 in 2Q 2023). Revenue: ₱2.82b (up 50% from 2Q 2023). Net income: ₱1.04b (up 17% from 2Q 2023). Profit margin: 37% (down from 48% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Jul 12
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₱3.00, the stock trades at a trailing P/E ratio of 6.5x. Average trailing P/E is 6x in the Real Estate industry in Philippines. Total returns to shareholders of 7.5% over the past three years. Reported Earnings • Apr 30
Full year 2023 earnings released: EPS: ₱0.45 (vs ₱0.42 in FY 2022) Full year 2023 results: EPS: ₱0.45 (up from ₱0.42 in FY 2022). Revenue: ₱11.3b (up 28% from FY 2022). Net income: ₱3.73b (up 8.7% from FY 2022). Profit margin: 33% (down from 39% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Announcement • Mar 23
Sta. Lucia Land, Inc., Annual General Meeting, Jun 14, 2024 Sta. Lucia Land, Inc., Annual General Meeting, Jun 14, 2024, at 08:01 Singapore Standard Time. Agenda: To consider the approval and ratification of all Acts and Resolutions of the Board of Directors and Management for the Period from 16 June 2023 to 13 June 2024; to consider the election of Members of the Board of Directors for 2024-2025; to consider the appointment of External Auditor; and to consider other Matters. Upcoming Dividend • Nov 29
Upcoming dividend of ₱0.04 per share at 1.2% yield Eligible shareholders must have bought the stock before 06 December 2023. Payment date: 22 December 2023. Trailing yield: 1.2%. Lower than top quartile of Filipino dividend payers (5.6%). Lower than average of industry peers (1.4%). Reported Earnings • Nov 18
Third quarter 2023 earnings released: EPS: ₱0.12 (vs ₱0.11 in 3Q 2022) Third quarter 2023 results: EPS: ₱0.12 (up from ₱0.11 in 3Q 2022). Revenue: ₱2.92b (up 63% from 3Q 2022). Net income: ₱1.01b (up 9.8% from 3Q 2022). Profit margin: 35% (down from 51% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 19% per year. Reported Earnings • Aug 17
Second quarter 2023 earnings released: EPS: ₱0.11 (vs ₱0.11 in 2Q 2022) Second quarter 2023 results: EPS: ₱0.11 (in line with 2Q 2022). Revenue: ₱2.27b (up 23% from 2Q 2022). Net income: ₱892.9m (up 8.1% from 2Q 2022). Profit margin: 39% (down from 45% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth. New Risk • Aug 10
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Filipino stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.6% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (6.6% average weekly change). Reported Earnings • May 23
First quarter 2023 earnings released: EPS: ₱0.15 (vs ₱0.13 in 1Q 2022) First quarter 2023 results: EPS: ₱0.15 (up from ₱0.13 in 1Q 2022). Revenue: ₱3.57b (up 27% from 1Q 2022). Net income: ₱1.26b (up 12% from 1Q 2022). Profit margin: 35% (down from 40% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Dec 06
Upcoming dividend of ₱0.04 per share Eligible shareholders must have bought the stock before 13 December 2022. Payment date: 27 December 2022. Trailing yield: 1.3%. Lower than top quartile of Filipino dividend payers (5.6%). Higher than average of industry peers (1.0%). Board Change • Nov 16
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 6 highly experienced directors. 2 independent directors (7 non-independent directors). Director Simeon Cua was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Reported Earnings • Aug 20
Second quarter 2022 earnings released: EPS: ₱0.099 (vs ₱0.06 in 2Q 2021) Second quarter 2022 results: EPS: ₱0.099 (up from ₱0.06 in 2Q 2021). Revenue: ₱2.17b (up 40% from 2Q 2021). Net income: ₱826.0m (up 60% from 2Q 2021). Profit margin: 38% (up from 33% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Reported Earnings • May 24
First quarter 2022 earnings released: EPS: ₱0.13 (vs ₱0.13 in 1Q 2021) First quarter 2022 results: EPS: ₱0.13 (up from ₱0.13 in 1Q 2021). Revenue: ₱3.06b (up 52% from 1Q 2021). Net income: ₱1.13b (up 22% from 1Q 2021). Profit margin: 37% (down from 46% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth. Board Change • Apr 27
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 6 highly experienced directors. 2 independent directors (7 non-independent directors). Director Simeon Cua was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Announcement • Apr 20
Sta. Lucia Land, Inc. Announces Resignation of Pancho G. Umali as Assistant Corporate Secretary of the Company Sta. Lucia Land, Inc. announced that in a letter dated 19 April 2022, ATTY. Pancho G. Umali tendered his resignation as Assistant Corporate Secretary of the company effective immediately due to personal reasons. Announcement • Feb 15
Sta. Lucia Land, Inc., Annual General Meeting, Jun 17, 2022 Sta. Lucia Land, Inc., Annual General Meeting, Jun 17, 2022, at 08:00 Singapore Standard Time. Agenda: To consider reading and Approval of the Minutes of the Annual Stockholders' Meeting held on 25 June 2021; to consider report of the President; to consider approval and Ratification of all Acts and Resolutions of the Board of Directors and Management for the Period from 25 June 2021 to 16 June 2022; to consider election of Members of the Board of Directors for 2022-2023; to consider appointment of External Auditor; and to consider other Matters. Reported Earnings • Nov 21
Third quarter 2021 earnings released: EPS ₱0.05 (vs ₱0.05 in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₱1.78b (down 12% from 3Q 2020). Net income: ₱406.7m (down 22% from 3Q 2020). Profit margin: 23% (down from 26% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 33% per year whereas the company’s share price has increased by 37% per year. Reported Earnings • Aug 24
Second quarter 2021 earnings released: EPS ₱0.06 (vs ₱0.024 in 2Q 2020) The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: ₱1.66b (up 176% from 2Q 2020). Net income: ₱515.0m (up 99% from 2Q 2020). Profit margin: 31% (down from 43% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 36% per year whereas the company’s share price has increased by 39% per year. Executive Departure • Jul 02
Independent Director Osmundo De Guzman has left the company On the 26th of June, Osmundo De Guzman's tenure as Independent Director ended. As of March 2021, Osmundo still personally held only 1.00 share (₱2.0 worth at the time). A total of 2 executives have left over the last 12 months. Executive Departure • Jul 02
Independent Director Jose Ferdinand Guiang has left the company On the 26th of June, Jose Ferdinand Guiang's tenure as Independent Director ended. As of March 2021, Jose Ferdinand still personally held only 1.00 share (₱2.0 worth at the time). A total of 2 executives have left over the last 12 months. Valuation Update With 7 Day Price Move • Jun 19
Investor sentiment improved over the past week After last week's 20% share price gain to ₱3.15, the stock trades at a trailing P/E ratio of 14.5x. Average trailing P/E is 12x in the Real Estate industry in Philippines. Total returns to shareholders of 189% over the past three years. Reported Earnings • May 19
Full year 2020 earnings released: EPS ₱0.21 (vs ₱0.21 in FY 2019) The company reported a soft full year result with weaker earnings, although revenues and profit margins were flat. Full year 2020 results: Revenue: ₱6.85b (flat on FY 2019). Net income: ₱1.71b (down 1.6% from FY 2019). Profit margin: 25% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Mar 20
Investor sentiment improved over the past week After last week's 15% share price gain to ₱2.48, the stock trades at a trailing P/E ratio of 9.9x. Average trailing P/E is 12x in the Real Estate industry in Philippines. Total returns to shareholders of 151% over the past three years. Announcement • Mar 13
Sta. Lucia Land, Inc. Approves to Enter into Joint Venture with Sta. Lucia Realty & Development, Inc At the Special Meeting of the Board of Directors of Sta. Lucia Land, Inc. held on 12 March 2021, approved to enter into joint ventures involving the following: Development of a project located in Rizal with an area of 5,866 sq.m.; development of a project located in Davao del Sur with an area of 10,000 sq.m.; development of a project located in Lapu-Lapu City with an area of 71,047 sq.m; and development of a project located in Batangas with an area of 216,787 sq.m. The board also approved to enter into joint ventures with Sta. Lucia Realty & Development, Inc., the terms of which were duly reported to, and approvedby, the Related Party Transactions Committee pursuant to the Corporation's Material Related Party Transactions Policy, involving the following: Development of a project located in Cavite with an area of 39,076 sq.m.; development of a project located in Rizal with an area of 526,270 sq.m.; and development of projects located in Batangas with a total area of 427,952 sq.m. Announcement • Mar 12
Sta. Lucia Land, Inc., Annual General Meeting, Jun 25, 2021 Sta. Lucia Land, Inc., Annual General Meeting, Jun 25, 2021. Valuation Update With 7 Day Price Move • Jan 15
Investor sentiment improved over the past week After last week's 26% share price gain to ₱2.57, the stock is trading at a trailing P/E ratio of 10.3x, up from the previous P/E ratio of 8.2x. This compares to an average P/E of 10x in the Real Estate industry in Philippines. Total returns to shareholders over the past three years are 142%. Is New 90 Day High Low • Jan 15
New 90-day high: ₱2.57 The company is up 32% from its price of ₱1.94 on 16 October 2020. The Filipino market is up 22% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is up 31% over the same period. Is New 90 Day High Low • Nov 24
New 90-day high: ₱2.14 The company is up 16% from its price of ₱1.84 on 26 August 2020. The Filipino market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Real Estate industry, which is up 27% over the same period. Reported Earnings • Nov 21
Third quarter 2020 earnings released: EPS ₱0.05 The company reported a solid third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2020 results: Revenue: ₱2.01b (flat on 3Q 2019). Net income: ₱522.8m (up 201% from 3Q 2019). Profit margin: 26% (up from 8.7% in 3Q 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth. Is New 90 Day High Low • Sep 30
New 90-day high: ₱2.00 The company is up 5.0% from its price of ₱1.90 on 02 July 2020. The Filipino market is down 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is down 11% over the same period. 