Manila Electric Resultados de beneficios anteriores
Pasado controles de criterios 3/6
Manila Electric ha aumentado sus beneficios a una tasa media anual de 19.9%, mientras que los beneficios de la industria de Electric Utilities han experimentado un crecimiento de 4.5% anual. Los ingresos han ido creciendo a una tasa media de 10.7% al año. La rentabilidad financiera de Manila Electric es de 23.5%, y sus márgenes netos son de 10.2%.
Información clave
19.90%
Tasa de crecimiento de los beneficios
19.90%
Tasa de crecimiento del BPA
| Crecimiento de la industria Electric Utilities | 7.32% |
| Tasa de crecimiento de los ingresos | 10.71% |
| Rentabilidad financiera | 23.54% |
| Margen neto | 10.23% |
| Última actualización de beneficios | 31 Mar 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Actualización de narrativa • May 15
MER: Future Returns Will Rely On Dividends And Power Grid Digitalization
Analysts have lifted their fair value price target for Manila Electric from ₱637.05 to ₱661.86, citing updated assumptions for revenue growth, profit margins, the discount rate and a slightly lower future P/E multiple. What's in the News Board meeting scheduled on May 4, 2026 to review Manila Electric Company’s financial and operating results for the first quarter of 2026, with comparisons against the first quarter of 2025 (Key Developments).Actualización de narrativa • Apr 25
MER: Future Returns Will Rely On Dividends And Grid Digitalization Collaboration
Analysts have increased their fair value estimate for Manila Electric slightly, from ₱636.41 to ₱637.05. This reflects updated assumptions that include modestly lower revenue growth, a small uplift in profit margin and a largely unchanged forward P/E multiple.Actualización de narrativa • Apr 10
MER: Stable Outlook Will Rely On Dividends And Grid Digitalization Initiatives
Analysts have kept their ₱636.41 price target for Manila Electric unchanged, citing essentially stable assumptions around the discount rate, revenue growth, profit margins, and future P/E expectations. What's in the News Huawei, Meralco, and SANXING Ningbo launched an Intelligent Distribution Solution that focuses on reliable communication, edge computing, cloud edge collaboration, and low voltage transparency for power distribution networks (Key Developments).Actualización de narrativa • Mar 27
MER: Steady Outlook As Dividends And Gas Contract Extension Support Future Returns
Narrative Update on Manila Electric Price Target The analyst price target for Manila Electric remains effectively unchanged at around ₱636.41, as analysts keep their assumptions for discount rate, revenue growth, profit margins and future P/E broadly consistent with prior estimates. What's in the News Huawei, Meralco, and SANXING Ningbo launched an Intelligent Distribution Solution that focuses on reliable communication, edge computing, cloud edge collaboration, and low voltage transparency for a 400 V distribution network, aiming to integrate digital systems across the grid (Key Developments).Actualización de narrativa • Mar 12
MER: Dividend Plans And Contract Extension Will Support Steady Forward Outlook
Analysts have raised their price target on Manila Electric, moving fair value from ₱623.63 to about ₱636.41 as they incorporate updated assumptions on revenue growth, profit margins, the discount rate, and future P/E. What's in the News A board meeting is scheduled on Feb 25, 2026 to review full year 2025 financial and operating results with 2024 comparatives and to consider a cash dividend of ₱16.672 per share, with a record date on Mar 26, 2026 and payment on Apr 20, 2026 (Key Developments).Actualización de narrativa • Feb 25
MER: Contract Extension And Board Actions Will Support Steady Forward Outlook
Analysts have kept their price target for Manila Electric broadly unchanged at around ₱623.63, with only marginal tweaks to revenue growth, profit margin, discount rate, and future P/E assumptions reflected in their latest update. What's in the News The Energy Regulatory Commission approved a five month extension of Manila Electric Co.'s gas power supply contract with First Gen unit First Gas Power Corp., allowing Meralco to keep sourcing power from the Sta.Actualización de narrativa • Feb 11
MER: Contract Extension And Board Calendar Will Support Steady Forward Outlook
Analysts have lifted their fair value estimate for Manila Electric to ₱623.63 from ₱614.25, citing updated assumptions on the discount rate, revenue growth, profit margin and future P/E. What's in the News The Energy Regulatory Commission approved a five month extension of Meralco's gas power supply contract with First Gen's First Gas Power Corp., allowing continued sourcing from the Sta.Actualización de narrativa • Jan 27
MER: Board Calendar And Steady P/E Assumptions Will Support Fair Outlook
Analysts have raised their price target for Manila Electric to ₱614.25 from ₱603.38, reflecting updated assumptions that include slightly softer revenue growth, a small improvement in profit margin, and a marginally higher future P/E of 14.92x. What's in the News Board meeting set for January 26, 2026, to review and approve the agenda and notice for the annual stockholders' meeting scheduled on June 30, 2026, at 10:00 a.m. (Key Developments) Directors will consider April 10, 2026, as the record date for determining stockholders entitled to receive notice of and vote at the June 30, 2026, annual stockholders' meeting.Actualización de narrativa • Jan 12
MER: Smart Grid Rollout And Steady Metrics Will Support Fair Valuation
Analysts have lifted their fair value estimate for Manila Electric slightly, from ₱598.21 to about ₱603.38. This reflects refreshed views on its projected revenue growth, profit margins, and future P/E assumptions.Actualización de narrativa • Dec 26
MER: Smart Grid Expansion Will Support Stable Margins And Fairly Valued Outlook
Analysts have maintained their price target for Manila Electric at PHP 598.21, as slightly softer long term revenue growth assumptions are seen as being offset by a modestly stronger profit margin outlook and an unchanged future valuation multiple. What's in the News A board meeting is set for December 3, 2025 to approve various rank conferments effective January 1, 2026 (Key Developments) A board meeting is scheduled on October 27, 2025 to approve Manila Electric's financial and operating results for the first nine months of 2025, with 2024 comparatives (Key Developments) An Itron collaboration has been announced to deploy Advanced Metering Infrastructure across Metro Manila, starting with 73,000 endpoints as part of Meralco's multi year smart grid modernization program (Key Developments) Valuation Changes Fair Value: Unchanged at approximately ₱598.21 per share, indicating a stable overall valuation outlook.Actualización de narrativa • Dec 12
MER: Smart Grid Rollout Will Support Stable Outlook And Customer Experience
Narrative Update on Manila Electric Analysts have maintained their price target for Manila Electric at PHP 598.21 per share, reflecting unchanged assumptions on discount rate, revenue growth, profit margins, and future valuation multiples. This signals steady confidence in the company’s current earnings and growth outlook.Actualización de narrativa • Nov 28
MER: Fair Value Maintained as Smart Grid Connectivity Set to Expand
Analysts have maintained their price target for Manila Electric at ₱598.21 per share, citing minimal changes in growth forecasts and stable profit margin expectations as the rationale for the steady outlook. What's in the News Manila Electric Company will hold a Board Meeting on October 27, 2025 to approve the Company's financial and operating results for the first nine months of 2025.Actualización de narrativa • Nov 13
MER: Fair Value Supported as Smart Grid Rollout Poised to Advance
Narrative Update: Manila Electric Analyst Price Target Adjustment Analysts have maintained their fair value estimate for Manila Electric at ₱598.21 per share. They cite modest improvements in projected revenue growth and profit margin, which are balanced by a slightly higher discount rate and a marginally lower future price-to-earnings ratio.Actualización de narrativa • Oct 30
MER: Smart Grid Modernization Will Drive Improved Customer Satisfaction And Energy Management
Analysts have raised the fair value estimate for Manila Electric from ₱588.56 to ₱598.21. This change is attributed to updated projections, even though growth and margin expectations have slightly moderated.Actualización de narrativa • Sep 15
Large-scale Renewables And Grid Modernization Will Shape Future Growth
Manila Electric’s consensus revenue growth forecast has edged down slightly, while its future P/E remains stable, resulting in only a marginal increase in the analyst price target from ₱582.64 to ₱588.56. What's in the News Board approved cash dividends of PhP11.328 per share, payable to shareholders of record as of August 27, 2025.
Nueva narrativa • Nov 25
Meralco's Expanding Network And Renewable Energy Innovations Power Growth Potential
Strong growth in sales volume and power generation, including renewable projects, is set to boost future revenues and operational margins.Desglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero Manila Electric. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 31 Mar 26 | 503,593 | 51,515 | 20,572 | 0 |
| 31 Dec 25 | 497,325 | 51,130 | 21,198 | 0 |
| 30 Sep 25 | 486,704 | 48,926 | 21,849 | 0 |
| 30 Jun 25 | 478,104 | 47,053 | 21,004 | 0 |
| 31 Mar 25 | 480,325 | 46,710 | 20,331 | 0 |
| 31 Dec 24 | 470,362 | 45,859 | 19,241 | 0 |
| 30 Sep 24 | 463,804 | 43,379 | 18,839 | 0 |
| 30 Jun 24 | 456,269 | 42,611 | 18,793 | 0 |
| 31 Mar 24 | 442,518 | 39,549 | 18,263 | 0 |
| 31 Dec 23 | 443,612 | 38,023 | 17,856 | 0 |
| 30 Sep 23 | 446,876 | 37,072 | 20,110 | 0 |
| 30 Jun 23 | 451,743 | 33,163 | 19,670 | 0 |
| 31 Mar 23 | 446,266 | 30,121 | 18,550 | 0 |
| 31 Dec 22 | 426,529 | 28,431 | 18,612 | 0 |
| 30 Sep 22 | 401,714 | 26,734 | 16,610 | 0 |
| 30 Jun 22 | 369,056 | 26,670 | 16,714 | 0 |
| 31 Mar 22 | 339,740 | 25,545 | 16,958 | 0 |
| 31 Dec 21 | 318,547 | 23,498 | 16,598 | 0 |
| 30 Sep 21 | 292,813 | 21,586 | 14,117 | 0 |
| 30 Jun 21 | 282,147 | 19,421 | 13,407 | 0 |
| 31 Mar 21 | 269,987 | 18,031 | 12,614 | 0 |
| 31 Dec 20 | 275,304 | 16,316 | 14,350 | 0 |
| 30 Sep 20 | 291,397 | 16,216 | 13,522 | 0 |
| 30 Jun 20 | 295,616 | 18,122 | 13,811 | 0 |
| 31 Mar 20 | 312,966 | 20,233 | 13,812 | 0 |
| 31 Dec 19 | 318,315 | 23,285 | 13,464 | 0 |
| 30 Sep 19 | 318,169 | 23,126 | 13,027 | 0 |
| 30 Jun 19 | 318,863 | 23,051 | 13,147 | 0 |
| 31 Mar 19 | 309,025 | 23,376 | 12,970 | 0 |
| 31 Dec 18 | 304,454 | 23,017 | 13,046 | 0 |
| 30 Sep 18 | 295,578 | 22,668 | 26,031 | 0 |
| 30 Jun 18 | 292,068 | 21,856 | 39,372 | 0 |
| 31 Mar 18 | 286,787 | 20,879 | 63,446 | 0 |
| 31 Dec 17 | 282,556 | 20,384 | 12,969 | 0 |
| 30 Sep 17 | 276,406 | 19,428 | 63,910 | 0 |
| 30 Jun 17 | 269,409 | 18,909 | 63,318 | 0 |
| 31 Mar 17 | 263,584 | 19,446 | 62,930 | 0 |
| 31 Dec 16 | 257,181 | 19,176 | 62,709 | 0 |
| 30 Sep 16 | 256,516 | 18,625 | 62,429 | 0 |
| 30 Jun 16 | 253,195 | 18,119 | 60,508 | 0 |
| 31 Mar 16 | 255,982 | 19,224 | 58,916 | 0 |
| 31 Dec 15 | 258,399 | 19,098 | 58,930 | 0 |
| 30 Sep 15 | 260,493 | 19,894 | 57,606 | 0 |
| 30 Jun 15 | 268,176 | 20,163 | 57,401 | 0 |
Ingresos de calidad: MER tiene un alto nivel de ganancias no monetarias.
Margen de beneficios creciente: Los actuales márgenes de beneficio (10.2%) de MER son superiores a los del año pasado (9.7%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: Los beneficios de MER han crecido un 19.9% al año en los últimos 5 años.
Acelerando crecimiento: El crecimiento de los beneficios de MER en el último año (10.3%) está por debajo de su media de 5 años (19.9% al año).
Beneficios vs. Industria: El crecimiento de los beneficios de MER en el último año (10.3%) superó al de la industria Electric Utilities 10.3%.
Rentabilidad financiera
Alta ROE: Aunque la rentabilidad financiera (23.54%) de MER es alta, esta métrica está sesgada debido a su elevado nivel de endeudamiento.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/21 05:34 |
| Precio de las acciones al final del día | 2026/05/21 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* 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
Manila Electric Company está cubierta por 15 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.
| Analista | Institución |
|---|---|
| Julian Vincent Roxas | BofA Global Research |
| Eunice Dolatre | CGS International |
| Jan Derrick Guarin | CLSA |