Semirara Mining and Power Corporation

Informe acción PSE:SCC

Capitalización de mercado: ₱109.7b

Semirara Mining and Power Dirección

Dirección controles de criterios 3/4

Actualmente no disponemos de información suficiente sobre el CEO.

Información clave

Isidro Consunji

Chief Executive Officer (CEO)

₱2.7m

Compensación total

Porcentaje del salario del CEOn/a
Permanencia del CEO25yrs
Participación del CEOn/a
Permanencia media de la dirección4yrs
Promedio de permanencia en la Junta Directiva15.1yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa May 07

SCC: Future Upside Will Rely On Sustained Margins And Higher P/E

Analysts have trimmed their fair value estimate for Semirara Mining and Power to ₱30.43 from ₱30.65, reflecting updated assumptions for revenue growth, profit margins, and future P/E. What's in the News Board meeting scheduled for March 10, 2026, to consider and approve the audited consolidated financial statements for the period ended December 31, 2025, and to consider the reappointment of SyCip Gorres Velayo & Co. as independent external auditor for calendar year 2026 (company disclosure).
Actualización de narrativa Apr 17

SCC: Fair Outlook Will Rely On Margins And Lower Future P/E

Analysts have raised their price target for Semirara Mining and Power by ₱4.00 to ₱30.65, citing updated assumptions for revenue growth, profit margin, and a lower future P/E multiple. What's in the News Board meeting scheduled on Mar 10, 2026, to consider and approve the audited consolidated financial statements for the period ended Dec 31, 2025 (Key Developments).
Actualización de narrativa Apr 03

SCC: Fair Outlook Will Rely On Margins And Moderated P/E Assumptions

Analysts have trimmed their price target on Semirara Mining and Power from ₱29.97 to ₱26.65, citing updated assumptions for revenue trends, margins, and a slightly lower forward P/E multiple. What's in the News Board meeting scheduled for March 10, 2026, to review and approve the audited consolidated financial statements for the period ended December 31, 2025 (Key Developments) Board set to consider the reappointment of SyCip Gorres Velayo & Co. as independent external auditor for the 2026 calendar year (Key Developments) Valuation Changes Fair Value: trimmed from ₱29.97 to ₱26.65, reflecting a lower implied valuation level.
Nueva narrativa Mar 26

Record Coal Volumes And Low Leverage Will Support Stronger Long Term Prospects

Catalysts About Semirara Mining and Power Semirara Mining and Power Corporation is an integrated coal mining and power generation company in the Philippines, operating coal mines on Semirara Island and coal fired power plants in Calaca. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Mar 19

SCC: Fair Outlook Will Depend On Stable Margins And Steady P E

Analysts have kept their fair value estimate for Semirara Mining and Power steady at about ₱29.97 per share, reflecting only marginal tweaks to assumptions such as discount rate, revenue growth and profit margin in their updated price target work. What's in the News Board meeting scheduled for March 10, 2026 to review and approve the audited consolidated financial statements for the period ended December 31, 2025 (Key Developments).
Nueva narrativa Mar 12

Coal Contract Uncertainty And Renewable Buildout Will Pressure Long Term Earnings Quality

Catalysts About Semirara Mining and Power Semirara Mining and Power Corporation is an integrated coal mining and coal fired power generation company operating on Semirara Island in the Philippines. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Mar 05

SCC: Fair Outlook Will Rely On Stable Margins And Lower P E

Narrative Update on Semirara Mining and Power The analyst price target for Semirara Mining and Power has been adjusted slightly higher to around ₱29.97 from about ₱29.81. Analysts attribute this revision to updated assumptions that include a smaller forecast revenue decline, a modestly higher profit margin near 28%, and a lower implied future P/E ratio of about 13.6x.
Actualización de narrativa Feb 19

SCC: Higher Future P E Multiple Will Support Returns

Analysts have trimmed their fair value estimate for Semirara Mining and Power from ₱30.33 to ₱29.81, citing updated assumptions for revenue trends, profit margins, and a higher future P/E multiple. Valuation Changes Fair Value: Trimmed slightly from ₱30.33 to ₱29.81 per share.
Actualización de narrativa Dec 26

SCC: Special Dividend Will Support Returns While Outlook Remains Balanced

Analysts have maintained their price target for Semirara Mining and Power at PHP 30.33, reflecting unchanged assumptions on the discount rate, revenue growth, profit margins, and forward 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) Board approved a special cash dividend of PHP 1.25 per common share at its October 20, 2025 meeting, to be sourced from unrestricted retained earnings as of September 30, 2025 (company disclosure) Record date for the special dividend set for November 4, 2025, with ex dividend date on November 3, 2025 and payment date on November 20, 2025 (company disclosure) Valuation Changes Consensus analyst price target: unchanged at approximately ₱30.33 per share, indicating no revision to fair value assumptions.
Actualización de narrativa Dec 12

SCC: Special Cash Dividend Will Support Returns As Margins Ease

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.
Actualización de narrativa Nov 27

SCC: Special Cash Dividend And Lower Margins Will Balance Outlook

Analysts have lowered their price target for Semirara Mining and Power from ₱33.33 to ₱30.33, citing expectations for slower revenue growth and a reduced profit margin outlook. What's in the News The Board of Directors approved a special cash dividend of PHP 1.25 per common share.
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Nueva narrativa May 11

Acacia And Narra Mine Efficiency Will Support Resilient Operations

Approval of the DENR certificate for Acacia mine could boost revenue through increased coal production and operational efficiency gains.

CEO

Isidro Consunji (76 yo)

25yrs
Permanencia
₱2,701,538
Compensación

Mr. Isidro A. Consunji is Chairman of the Board of Concreat Holdings Philippines, Inc. (formerly known as CEMEX Holdings Philippines, Inc.) from December 2, 2024. Mr. Consunji serves as Chairman of the Boa...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Isidro Consunji
Executive Chairman & CEOno data₱2.70msin datos
Maria Cristina Gotianun
President7.1yrs₱2.72m0.66%
₱ 721.3m
Carla Cristina Levina
VP & CFO5.2yrssin datossin datos
Edgar Mariano
VP & Head of Technical Services2.2yrssin datossin datos
John Sadullo
VP of Asset Registry21yrssin datossin datos
Creslito Bangalao
Head of Admin Divisionno datasin datossin datos
Julius Lotilla
VP of Legal Affairs & Compliance and Chief Compliance Officer2.2yrssin datossin datos
Ellaine Macayan
Manager of Corporate Communicationsno datasin datossin datos
Almar Valdemar
Head of Human Resourcesno datasin datossin datos
Ruben Lozada
VP of Mining Operations2.8yrssin datos0.011%
₱ 12.3m
Janesto Diaz
Head of Environmental Managementno datasin datossin datos
Mark Louis Bentayo
Head of Coal Marketing and Supply Chain Managementno datasin datossin datos
4.0yrs
Permanencia media
54yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de SCC se considera experimentado (4 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Isidro Consunji
Executive Chairman & CEO25yrs₱2.70msin datos
Maria Cristina Gotianun
President20yrs₱2.72m0.66%
₱ 721.3m
Francisco Dizon
Independent Director3yrs₱1.94m0.00014%
₱ 153.5k
Maria Edwina Laperal
Non-Executive Director19yrs₱1.80m0.44%
₱ 481.8m
Jorge Consunji
Non-Executive Director25yrs₱1.80m0.15%
₱ 159.6m
Herbert Consunji
Non-Executive Director25yrs₱1.80m0.0040%
₱ 4.4m
Nestor Dadivas
Directorno datasin datos0.000020%
₱ 21.9k
Antonio Jose Periquet
Non-Executive Director6.8yrs₱1.80m0.10%
₱ 111.8m
Josefa Consuelo Reyes
Non-Executive Director11.2yrs₱1.80m0.0028%
₱ 3.1m
Roberto Panlilio
Independent Director3yrs₱1.98m0.000020%
₱ 21.9k
15.1yrs
Permanencia media
73yo
Promedio de edad

Junta con experiencia: Los miembros de la junta directiva de SCC son experimentados ( 15.1 años antigüedad media).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/26 18:38
Precio de las acciones al final del día2026/05/26 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Semirara Mining and Power Corporation está cubierta por 10 analistas. 4 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Julian Vincent RoxasBofA Global Research
Jan Derrick GuarinCLSA
George ChingCOL Financial Group, Inc