Seatrium Zukünftiges Wachstum
Future Kriterienprüfungen 2/6
Der Umsatz von Seatrium wird voraussichtlich um 5.2% pro Jahr zurückgehen, während der Jahresgewinn um 15.9% pro Jahr wachsen soll. Der Gewinn je Aktie wird voraussichtlich um 16% pro Jahr steigen. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 7.5% betragen.
Wichtige Informationen
15.9%
Wachstumsrate der Gewinne
15.97%
EPS-Wachstumsrate
| Machinery Gewinnwachstum | 12.2% |
| Wachstumsrate der Einnahmen | -5.2% |
| Zukünftige Eigenkapitalrendite | 7.50% |
| Analystenabdeckung | Good |
| Zuletzt aktualisiert | 15 May 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
Narrativ-Update • May 12
5E2: FSRU Conversions And Newbuild Deliveries Will Support Future Upside Potential
Analysts have trimmed their fair value estimate for Seatrium slightly to about SGD2.78, reflecting small adjustments to the discount rate, revenue and margin assumptions, as well as a modest change in expected future P/E levels. What's in the News Singapore High Court approved Seatrium's Deferred Prosecution Agreement related to Operation Car Wash, with a financial penalty of US$110.0 million, of which up to US$53.0 million already paid to Brazilian authorities can be credited, leaving US$57.0 million (about SGD73.3 million) payable to Singapore authorities, with provisions already made in FY2025 accounts and no stated material impact on net earnings or net tangible asset per share for FY2026 (Regulatory authority announcement).Narrativ-Update • Apr 26
5E2: FSRU Contract Wins And Deliveries Will Support Future Upside Potential
Analysts have slightly increased their price target for Seatrium to reflect a marginally adjusted fair value estimate of SGD 2.78, along with a small change in the assumed future P/E multiple and discount rate. What's in the News Seatrium secured a new contract from Karpowership to convert an LNG carrier into a Floating Storage Regasification Unit, described as Karpowership’s first high capacity FSRU with regasification of up to 600 million standard cubic feet per day, and bringing Seatrium’s FSRU and FSU conversion track record to 23 completed projects (Key Developments).Narrativ-Update • Apr 11
5E2: FSRU Expansion And Offshore Wind Deliveries Will Support Future Upside Potential
Analysts have inched up their Seatrium price target from SGD2.73 to SGD2.78, reflecting refreshed assumptions around discount rate, revenue growth, profit margin and future P/E, without a clear consensus shift in one single driver. What's in the News Seatrium secured a new contract from Karpowership to convert an LNG carrier into a Floating Storage Regasification Unit, described as Karpowership’s first high capacity FSRU with planned regasification of up to 600 million standard cubic feet per day, with work scheduled to start in the third quarter of 2026 (Client announcement).Analyseartikel • Mar 30
We Think That There Are Issues Underlying Seatrium's (SGX:5E2) Earnings
Seatrium Limited's ( SGX:5E2 ) robust earnings report didn't manage to move the market for its stock. Our analysis...Narrativ-Update • Mar 28
5E2: FSRU Conversions And Offshore Wind Vessel Deliveries Will Support Earnings Resilience
Analysts have slightly raised their fair value estimate for Seatrium from SGD2.69 to SGD2.73, citing updated assumptions on revenue contraction, profit margins, and future P/E that result in a modestly higher price target. What's in the News New contract from Karpowership for conversion of a Floating Storage Regasification Unit, building on an earlier letter of intent covering multiple LNG carriers and Powership integrations and marking the eighth FSRU conversion project for this customer (Client announcement) Completion and delivery of the FSRU LNGT Powership Oceania, bringing Seatrium's total FSRU and FSU conversion track record to 23 projects (Client announcement) Successful delivery of a next generation Wind Turbine Installation Vessel for Maersk Offshore Wind, equipped with a 1,900 tonne main crane and feeder based installation design, targeting 15+ MW class turbines and US Jones Act compliant deployment (Client announcement) The Wind Turbine Installation Vessel is scheduled to sail in March 2026 for its first assignment at the Empire Wind project offshore New York, with Seatrium reporting zero Lost Time Injuries during construction (Client announcement) Announcement of an annual dividend of SGD0.0300 per share, payable on May 18, 2026, with ex date on May 5, 2026 and record date on May 6, 2026 (Dividend announcement) Valuation Changes Fair Value: revised from SGD2.69 to SGD2.73, a slight increase in the modelled estimate.Narrativ-Update • Mar 13
5E2: FSRU Conversions And Offshore Wind Deliveries Will Support Long-Term Earnings Resilience
Analysts have made a small upward adjustment to their Seatrium fair value estimate, with the price target moving from about SGD2.69 to roughly SGD2.69 as they factor in a slightly lower discount rate and fine tune assumptions on revenue growth, profit margins and future P/E. What's in the News Seatrium secured a new contract from Karpowership to convert a Floating Storage Regasification Unit, progressing an earlier letter of intent and adding to the company’s track record in FSRU and FSU conversion projects (Client Announcements).Narrativ-Update • Feb 27
5E2: German Offshore Grid Contract Will Support Long-Term Earnings Resilience
Analysts have inched up their SGD fair value estimate for Seatrium from SGD2.66 to SGD2.69 as they factor in slightly lower discount rates, along with more cautious assumptions on revenue trends, profit margins and future P/E levels. What's in the News GE Vernova and Seatrium consortium awarded a contract by TenneT for BalWin5, a 2.2-gigawatt offshore HVDC grid connection linking German North Sea wind farms to the onshore grid (Key Developments).
Neues Narrativ • Feb 26
Series Build Dependence And Order Risk Will Weigh On Long Term Earnings Visibility
Catalysts About Seatrium Seatrium is an engineering group focused on large offshore energy infrastructure, including FPSOs, offshore wind platforms and related conversion projects. What are the underlying business or industry changes driving this perspective?Narrativ-Update • Feb 13
5E2: Offshore Mega Projects Will Support Long-Term Earnings Resilience
Analysts have reduced their fair value estimate for Seatrium from SGD2.73 to SGD2.66, reflecting updated assumptions around revenue growth, profit margins, discount rate and future P/E multiples. What's in the News GE Vernova and Seatrium consortium secured a contract from TenneT for the BalWin5 2.2 GW offshore HVDC grid connection in the German North Sea, intended to transmit power from offshore wind farms to the onshore grid and support Germany's energy transition goals.Narrativ-Update • Jan 30
5E2: Offshore Energy Contracts Will Support Long-Term Earnings Resilience
Analysts have modestly adjusted their price target on Seatrium, reflecting slight tweaks to the discount rate, revenue growth expectations, profit margin outlook and forward P/E assumptions, while keeping their fair value estimate broadly unchanged at about $2.73. What's in the News GE Vernova and Seatrium secured a consortium contract from TenneT for the BalWin5 2.2 GW offshore HVDC grid connection in the German North Sea, intended to transmit electricity from offshore wind farms to Germany's onshore network and support the country's energy transition goals (Key Developments).Narrativ-Update • Jan 16
5E2: Offshore Contracts Will Support Long-Term Earnings Resilience
Analysts have trimmed their price target for Seatrium, citing slightly higher required returns and softer assumptions for revenue and margins. Together, these factors point to a fair value revision from about S$2.82 to roughly S$2.73 per share.Analyseartikel • Nov 14
Seatrium (SGX:5E2) Might Have The Makings Of A Multi-Bagger
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...Analyseartikel • Oct 28
What Seatrium Limited's (SGX:5E2) P/S Is Not Telling You
With a median price-to-sales (or "P/S") ratio of close to 0.7x in the Machinery industry in Singapore, you could be...Narrativ-Update • Sep 25
Offshore Wind And Decarbonization Will Elevate Clean Energy
Despite a notable downgrade in revenue growth forecasts and a higher future P/E multiple, analysts have modestly raised Seatrium’s fair value target from SGD2.76 to SGD2.82. What's in the News Seatrium's appeal for an injunction to restrain payment under a USD 126.6 million standby letter of credit was dismissed; payment will be made, but no adverse financial impact is expected as provisions were already made.Analyseartikel • Aug 04
These 4 Measures Indicate That Seatrium (SGX:5E2) Is Using Debt Reasonably Well
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analyseartikel • Jul 16
Returns At Seatrium (SGX:5E2) Are On The Way Up
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Analyseartikel • Jun 25
Revenues Not Telling The Story For Seatrium Limited (SGX:5E2)
With a median price-to-sales (or "P/S") ratio of close to 0.6x in the Machinery industry in Singapore, you could be...
Neues Narrativ • Feb 23
Operational Excellence And Green Initiatives Will Drive Future Success
Seatrium's diversification into green technologies positions it to benefit from the energy transition and boost revenue from new markets.Gewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 12/31/2028 | 9,728 | 609 | 850 | 940 | 7 |
| 12/31/2027 | 10,285 | 579 | 953 | 914 | 10 |
| 12/31/2026 | 10,502 | 518 | 793 | 935 | 10 |
| 12/31/2025 | 11,472 | 324 | 20 | 142 | N/A |
| 9/30/2025 | 11,027 | 294 | 543 | 637 | N/A |
| 6/30/2025 | 10,583 | 265 | 1,067 | 1,132 | N/A |
| 3/31/2025 | 9,907 | 211 | 531 | 615 | N/A |
| 12/31/2024 | 9,231 | 157 | -4 | 97 | N/A |
| 9/30/2024 | 8,826 | -780 | -220 | -102 | N/A |
| 6/30/2024 | 8,421 | -1,716 | -435 | -301 | N/A |
| 3/31/2024 | 7,856 | -1,867 | 25 | 150 | N/A |
| 12/31/2023 | 7,291 | -2,017 | 484 | 601 | N/A |
| 9/30/2023 | 5,515 | -1,200 | 507 | 600 | N/A |
| 6/30/2023 | 3,738 | -383 | 530 | 599 | N/A |
| 3/31/2023 | 2,842 | -322 | 770 | 819 | N/A |
| 12/31/2022 | 1,947 | -261 | 1,010 | 1,039 | N/A |
| 9/30/2022 | 2,030 | -464 | 348 | 379 | N/A |
| 6/30/2022 | 2,113 | -666 | -314 | -281 | N/A |
| 3/31/2022 | 1,988 | -918 | -476 | -435 | N/A |
| 12/31/2021 | 1,862 | -1,171 | -637 | -589 | N/A |
| 9/30/2021 | 1,655 | -1,104 | -663 | -609 | N/A |
| 6/30/2021 | 1,448 | -1,038 | -689 | -630 | N/A |
| 3/31/2021 | 1,479 | -810 | -765 | -690 | N/A |
| 12/31/2020 | 1,510 | -583 | -842 | -750 | N/A |
| 9/30/2020 | 1,832 | -465 | -833 | -715 | N/A |
| 6/30/2020 | 2,247 | -322 | -860 | -691 | N/A |
| 3/31/2020 | 2,525 | -235 | -626 | -357 | N/A |
| 12/31/2019 | 2,883 | -137 | -612 | -296 | N/A |
| 9/30/2019 | 3,172 | -54 | N/A | -33 | N/A |
| 6/30/2019 | 3,622 | -31 | N/A | 179 | N/A |
| 3/31/2019 | 4,518 | -78 | N/A | -177 | N/A |
| 12/31/2018 | 4,888 | -74 | N/A | -170 | N/A |
| 9/30/2018 | 4,886 | 37 | N/A | 385 | N/A |
| 6/30/2018 | 4,448 | 168 | N/A | 308 | N/A |
| 3/31/2018 | 3,470 | 228 | N/A | 143 | N/A |
| 12/31/2017 | 3,035 | 260 | N/A | 50 | N/A |
| 9/30/2017 | 2,953 | 177 | N/A | -643 | N/A |
| 6/30/2017 | 3,112 | 55 | N/A | 277 | N/A |
| 3/31/2017 | 3,372 | 61 | N/A | 554 | N/A |
| 12/31/2016 | 3,545 | 79 | N/A | 569 | N/A |
| 9/30/2016 | 4,042 | -492 | N/A | 141 | N/A |
| 6/30/2016 | 4,284 | -438 | N/A | -624 | N/A |
| 3/31/2016 | 4,583 | -341 | N/A | -1,012 | N/A |
| 12/31/2015 | 4,968 | -290 | N/A | -989 | N/A |
| 9/30/2015 | 5,086 | 421 | N/A | -772 | N/A |
| 6/30/2015 | 5,668 | 521 | N/A | -1,381 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: 5E2Das prognostizierte Gewinnwachstum (15.9% pro Jahr) liegt über der Sparquote (2.6%).
Ertrag vs. Markt: 5E2Die Erträge des Unternehmens (15.9% pro Jahr) werden voraussichtlich schneller wachsen als der Markt SG (6.8% pro Jahr).
Hohe Wachstumserträge: 5E2Die Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.
Einnahmen vs. Markt: 5E2Die Einnahmen des Unternehmens werden in den nächsten 3 Jahren voraussichtlich zurückgehen (-5.2% pro Jahr).
Hohe Wachstumseinnahmen: 5E2Die Einnahmen des Unternehmens werden in den nächsten drei Jahren voraussichtlich zurückgehen (-5.2% pro Jahr).
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: 5E2Die Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (7.5%).
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/24 23:27 |
| Aktienkurs zum Tagesende | 2026/05/22 00:00 |
| Gewinne | 2025/12/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Seatrium Limited wird von 24 Analysten beobachtet. 10 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Khir Goh | AmInvestment Bank Berhad |
| Clement Chen | Barclays |
| Nathan Gee | BofA Global Research |