Ayala Land, Inc.

Informe acción PSE:ALI

Capitalización de mercado: ₱193.2b

Ayala Land Crecimiento futuro

Future controles de criterios 0/6

Se prevé que los ingresos y los beneficios de Ayala Land disminuyan a un ritmo anual de 1.3% y 10% respectivamente. Se espera que el BPA disminuya en un 10.1% al año. Se prevé que la rentabilidad financiera sea de 8.4% en 3 años.

Información clave

-10.0%

Tasa de crecimiento de los beneficios

-10.11%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Real Estate0.8%
Tasa de crecimiento de los ingresos-1.3%
Rentabilidad financiera futura8.37%
Cobertura de analistas

Good

Última actualización15 Jun 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización de narrativa • Jun 03

ALI: 2026 Dividend Plans Will Support Long Term Upside Potential

Analysts have trimmed their fair value estimate for Ayala Land from ₱31.50 to ₱27.42, citing softer revenue growth assumptions, slightly lower profit margin expectations, a reduced discount rate, and a marginally lower future P/E multiple. What's in the News A board meeting is scheduled for May 26, 2026 to consider cash dividends, according to company disclosures.
Actualización de narrativa • Apr 20

ALI: Debt Funding And 2026 Dividends Will Support Future Upside

Analysts have trimmed their fair value estimate for Ayala Land from ₱32.05 to approximately ₱31.50. This reflects updated assumptions that incorporate a slightly higher discount rate, reduced revenue growth expectations, a modestly lower profit margin, and a marginally higher future P/E multiple.
Actualización de narrativa • Apr 05

ALI: Debt Funding Plan And 2026 Dividends Will Support Future Upside

Analysts have maintained their fair value estimate for Ayala Land at ₱32.05 per share, with only slight tweaks to inputs such as the discount rate and assumed future P/E. This keeps the overall price target effectively unchanged.
Actualización de narrativa • Mar 22

ALI: Planned Debt Raise And Dividends Will Support Future Upside

Analysts kept their fair value estimate for Ayala Land steady at ₱32.05, with a slightly higher discount rate and a modestly higher assumed future P/E multiple shaping the latest price target update. What's in the News The Board plans to seek approval to raise up to ₱40 billion via retail bonds, corporate notes, listings on the Philippine Dealing and Exchange Corporation, and/or bilateral term loans, mainly for debt refinancing and partial funding of general corporate needs, with a tenor of up to 10 years (Board meeting agenda, Feb 20, 2026).
Actualización de narrativa • Mar 07

ALI: Planned Debt Funding And Dividends Will Support Future Upside

Analysts have trimmed their price target for Ayala Land slightly from ₱32.36 to ₱32.05, reflecting updated assumptions for discount rate, revenue growth, profit margin, and future P/E that point to a more measured outlook for the company’s fair value. What's in the News The board scheduled a meeting on February 20, 2026 to consider raising up to ₱40b in funding with tenors of up to 10 years through retail bonds, corporate notes, listings on the Philippine Dealing and Exchange Corporation, and bilateral term loans, mainly for debt refinancing and partial funding of general corporate needs (company board meeting).
Actualización de narrativa • Feb 20

ALI: Planned Debt Raise And Steady Margins Will Support Future Upside

Analysts have trimmed their price target on Ayala Land to ₱32.36 from ₱33.28, citing updated assumptions for the discount rate, modest revenue growth and profit margins, as well as a slightly higher future P/E multiple. What's in the News A board meeting on February 20, 2026 will consider raising up to ₱40 billion in funding with a tenor of up to 10 years through retail bonds, corporate notes, listing on the Philippine Dealing and Exchange Corporation, and/or bilateral term loans, primarily for debt refinancing and partial funding of general corporate requirements (Key Developments).
Nueva narrativa • Feb 08

Leasing And Hospitality Headwinds Will Persist But Long Term Recurring Income Will Eventually Strengthen

Catalysts About Ayala Land Ayala Land is a diversified Philippine real estate company engaged in residential development, commercial leasing, hospitality, estates, industrial facilities and related services. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa • Feb 06

ALI: Stable Fair Value And Lower Discount Rate Will Support Upside

Analysts have trimmed their price target for Ayala Land to ₱33.28. This reflects a slightly lower applied discount rate and a modestly reduced future P/E assumption, while keeping revenue growth and profit margin expectations essentially unchanged.
Nueva narrativa • Jan 22

Mall, Office And Hospitality Expansion Will Support A Stronger Long Term Outlook

Catalysts About Ayala Land Ayala Land is a Philippine real estate company with businesses across residential development, malls, offices, hotels, resorts and industrial properties. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa • Jan 21

ALI: Regular Cash Dividends And Higher Fair Value Will Support Upside

Analysts have adjusted their fair value estimate for Ayala Land to ₱33.28 from ₱32.37, reflecting refreshed assumptions around the discount rate, long term revenue growth, profit margins, and future P/E expectations. What's in the News Board meeting scheduled on October 29, 2025 to consider the declaration of a regular cash dividend of ₱0.2928 per common share for the second half of 2025 (company disclosure) Board approval of a regular cash dividend of ₱0.2928 per common share for the second half of 2025 at the October 28, 2025 meeting, with record date on November 12, 2025 and payment date on November 26, 2025 (company disclosure) Valuation Changes Fair Value Estimate is now at ₱33.28 per share, compared with the previous ₱32.37.
Actualización de narrativa • Jan 07

ALI: Regular Cash Dividends Will Support Share Price Upside Into Late 2025

Analysts have kept their fair value estimate for Ayala Land steady at ₱32.37 per share, with only slight model adjustments to the discount rate, revenue growth, profit margin and future P/E that reflect refinements rather than a change in their overall view. What's in the News A board meeting is scheduled on October 29, 2025 to consider the declaration of a regular cash dividend of ₱0.2928 per common share for the second half of 2025 (Key Developments).
Actualización de narrativa • Dec 22

ALI: Regular Cash Dividends Will Support Share Price Upside Into Late 2025

Analysts have slightly lowered their price target for Ayala Land to PHP 32.37 from PHP 32.83, citing marginally softer expectations for revenue growth and profit margins, even though the discount rate has been modestly reduced and a slightly higher future P/E multiple has been assumed. What's in the News Board meeting scheduled for October 29, 2025, to consider declaration of a regular cash dividend of PHP 0.2928 per common share for the second half of 2025 (Key Developments) Board approved a regular cash dividend of PHP 0.2928 per common share for the second half of 2025 at the October 28, 2025, meeting, with record date on November 12, 2025, and payment date on November 26, 2025 (Key Developments) Valuation Changes Fair Value: Lowered slightly to ₱32.37 from ₱32.83, reflecting a modest reduction of about 1.4 percent.
Actualización de narrativa • Dec 08

ALI: Regular Dividend Will Support Share Price Momentum Into Late 2025

Analysts have trimmed their fair value estimate for Ayala Land by roughly 5 percent to about ₱32.83 per share, reflecting expectations of slower revenue growth and slightly softer profit margins, despite a marginally lower discount rate and modestly reduced future P E assumptions. What's in the News A board meeting is scheduled for October 29, 2025 to consider the declaration of a regular cash dividend of PHP 0.2928 per common share for the second half of 2025 (Key Developments).
Actualización de narrativa • Nov 24

ALI: Regular Cash Dividend Will Support Share Price Momentum Into Late 2025

Analysts have revised their price target for Ayala Land downward from ₱36.58 to ₱34.70. They cite updated expectations for profitability, revenue growth, and valuation multiples as reasons for the change.
Actualización de narrativa • Nov 02

ALI: Dividend Hike And Quezon City Acquisition Will Drive Upside

Analysts have raised their price target for Ayala Land from ₱35.90 to ₱36.58, citing modest improvements in profit margin expectations as well as a slight adjustment to projected growth and discount rates. What's in the News Ayala Land's Board of Directors approved a regular cash dividend of PHP 0.2928 per common share for the second half of 2025.
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Nueva narrativa • Nov 27

Mega Infrastructure And Global Marketing Leap To Drive Dynamic Growth

Strategic expansion in high-demand areas and residential segments is poised to boost sales, bookings, and revenue growth.

Previsiones de crecimiento de beneficios e ingresos

PSE:ALI - Estimaciones futuras de los analistas y datos financieros pasados (PHP Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/2028173,60727,659-8,18647,7785
12/31/2027174,11628,5853,09152,9549
12/31/2026163,13726,6476,90633,2419
3/31/2026184,13937,46213,19222,623N/A
12/31/2025190,21139,04218,38928,986N/A
9/30/2025177,35628,37539,37246,176N/A
6/30/2025179,53329,19733,43938,649N/A
3/31/2025183,28728,80830,34037,338N/A
12/31/2024180,73828,15426,38831,212N/A
9/30/2024175,15327,19513,06516,637N/A
6/30/2024167,12426,16623,41124,773N/A
3/31/2024158,95626,20829,75431,349N/A
12/31/2023148,85724,42919,54021,360N/A
9/30/2023139,16123,6059,85117,295N/A
6/30/2023139,22521,86812,00418,776N/A
3/31/2023132,84619,9009,92215,240N/A
12/31/2022126,55618,55521,92426,348N/A
9/30/2022119,85016,92010,50114,275N/A
6/30/2022110,52414,20413,44216,410N/A
3/31/2022106,12112,55510,05013,125N/A
12/31/2021106,14312,1664,7117,926N/A
9/30/2021105,55610,88727,01026,427N/A
6/30/2021104,03110,18816,82917,245N/A
3/31/202192,5097,1235,8307,661N/A
12/31/202096,2738,665-15,606-12,507N/A
9/30/2020110,45816,28311,24616,717N/A
6/30/2020126,77622,4883,10911,122N/A
3/31/2020157,51630,126-6,7544,568N/A
12/31/2019168,79433,126N/A36,012N/A
9/30/2019170,01231,619N/A-8,645N/A
6/30/2019170,86330,798N/A-16,038N/A
3/31/2019170,74329,984N/A2,624N/A
12/31/2018166,18629,179N/A11,768N/A
9/30/2018159,05928,203N/A577N/A
6/30/2018154,07527,269N/A25,763N/A
3/31/2018143,21926,196N/A28,592N/A
12/31/2017140,99925,243N/A24,234N/A
9/30/2017136,28823,595N/A63,105N/A
6/30/2017132,62622,618N/A44,395N/A
3/31/2017127,69521,702N/A40,017N/A
12/31/2016123,26620,846N/A33,688N/A
9/30/2016117,40419,804N/A23,949N/A
6/30/2016111,19518,920N/A25,593N/A
3/31/2016109,11518,155N/A25,562N/A
12/31/2015105,69317,630N/A20,182N/A
9/30/2015101,95916,778N/A20,297N/A
6/30/201599,64116,075N/A24,891N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: Se prevé que los beneficios de ALI disminuyan en los próximos 3 años (-10% al año).

Beneficios vs. Mercado: Se prevé que los beneficios de ALI disminuyan en los próximos 3 años (-10% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de ALI disminuyan en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos de ALI disminuyan en los próximos 3 años (-1.3% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos de ALI disminuyan en los próximos 3 años (-1.3% al año).

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de ALI sea baja dentro de 3 años (8.4%).

Descubre empresas en crecimiento

7D

1Y

7D

1Y

7D

1Y

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/16 12:55
Precio de las acciones al final del día2026/06/16 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

Ayala Land, Inc. está cubierta por 24 analistas. 10 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
Russ ToribioBofA Global Research
Edser TrinidadCGS International
Sureeporn SirisansaneeyawongCitigroup Inc