ACWA Power Company

Informe acción SASE:2082

Capitalización de mercado: ر.س141.5b

ACWA Power Crecimiento futuro

Future controles de criterios 4/6

Se prevé un crecimiento anual de los beneficios y los ingresos de ACWA Power de 25.1% y 17.6% por año respectivamente. Se prevé que el BPA crezca en un 24.9% al año. Se espera que la rentabilidad financiera sea de 11.9% en 3 años.

Información clave

25.1%

Tasa de crecimiento de los beneficios

24.93%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Renewable Energy11.5%
Tasa de crecimiento de los ingresos17.6%
Rentabilidad financiera futura11.95%
Cobertura de analistas

Good

Última actualización20 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización de narrativa Apr 30

2082: Higher Margin And P/E Assumptions Will Sustain Current Overvaluation

Analysts have kept their SAR100.00 price target for ACWA Power unchanged, citing a slightly higher discount rate and P/E assumptions together with updated revenue growth and margin expectations as key reasons for maintaining their view. What's in the News The Board plans to meet on March 12, 2026, to vote on appointing Yazeed bin Abdulrahman Al Humaid to fill a vacant Board seat through January 4, 2029, alongside other business items (Board Meeting).
Actualización de narrativa Apr 16

2082: New Leadership And Large Gulf Projects Will Support Future Returns

Analysts have maintained their SAR245.00 price target for ACWA Power, noting only minor adjustments to assumptions on discount rate, revenue growth, profit margin, and future P/E that do not materially change their overall view. What's in the News Appointment of Dr. Samir J.
Actualización de narrativa Apr 02

2082: New Leadership And Major Projects Will Drive Future Earnings

Analysts have adjusted their price target on ACWA Power from SAR 280 to SAR 245, reflecting updated views on fair value, discount rate, revenue growth, profit margins, and future P/E assumptions. What's in the News Appointment of Dr. Samir J.
Actualización de narrativa Mar 18

2082: Higher Margin Assumptions Will Eventually Undermine Current Overvaluation

Analysts have maintained their SAR 100.00 price target for ACWA Power, reflecting updated assumptions of slightly lower revenue growth and discount rate, a higher expected profit margin, and a modestly lower future P/E multiple. What's in the News The Board has appointed Dr. Samir J.
Actualización de narrativa Mar 04

2082: New Leadership And Long-Term Projects Will Support Stronger Future Earnings

Analysts have maintained their SAR 280.00 price target for ACWA Power, citing updated assumptions regarding slightly different discount rates, revenue growth, profit margins and future P/E ratios that continue to support the previous valuation level. What's in the News ACWA Power appointed Dr. Samir J.
Actualización de narrativa Feb 18

2082: Higher Discount Rate Will Outweigh New Long-Term Project Wins

Analysts have trimmed their fair value estimate for ACWA Power from SAR110.00 to SAR100.00 because higher assumed discount rates and a lower future P/E offset updated expectations for revenue growth and profit margins. What's in the News Signed an Energy Conversion and Water Purchase Agreement for the Az-Zour North Phase 2 & 3 IWPP in Kuwait, a CCGT plant with 2,700 MW power capacity and a seawater reverse osmosis facility targeting around 545,500 m³ per day, under a 25 year BOT structure with the Ministry of Electricity, Water and Renewable Energy (Client Announcements) ACWA Power holds an effective 24% share in the Az-Zour North Phase 2 & 3 project, with contracted revenues expected to be reflected at financial close (Client Announcements) Signed a Public Private Partnership Agreement for Azerbaijan’s first large scale Caspian Sea seawater reverse osmosis desalination plant, with a contract value of about US$400m (SAR 1.5b) and a 27.5 year term including construction, dated 26 December 2025 (Client Announcements) Completed financial close for five large scale PV solar plants in Saudi Arabia, with capacities of 2,000 MW, 2,000 MW, 3,000 MW, 3,000 MW and 2,000 MW and a combined financing amount of SAR 16.9b (about US$4.5b) to support development, construction and operation (Business Expansions) Scheduled a special or extraordinary shareholders meeting in Riyadh, Saudi Arabia, on 23 February 2026 at 21:30 Arab Standard Time (Special/Extraordinary Shareholders Meeting) Valuation Changes Fair Value: Trimmed from SAR110.00 to SAR100.00, a reduction of about 9% in the updated assessment.
Actualización de narrativa Feb 04

2082: Long-Term Projects And Stable Outlook Will Support Stronger Future Earnings

Analysts have kept their fair value estimate for ACWA Power steady at SAR 280.0, with only minor model tweaks to the discount rate, revenue growth, profit margin, and future P/E underpinning the unchanged price target. What's in the News ACWA Power plans a Special or Extraordinary Shareholders Meeting on February 23, 2026, at 21:30 Arab Standard Time in Riyadh, Saudi Arabia, giving investors a formal event to watch for potential updates on governance or capital decisions (Key Developments).
Artículo de análisis Jan 31

Shareholders Should Be Pleased With ACWA Power Company's (TADAWUL:2082) Price

When you see that almost half of the companies in the Renewable Energy industry in Saudi Arabia have price-to-sales...
Actualización de narrativa Jan 20

2082: Long Dated Projects And Partnerships Will Support Balanced Future Outlook

Analysts have kept their fair value estimate for ACWA Power steady at 191.83, with only minor tweaks to key model inputs such as discount rate, long term revenue growth, profit margin and future P/E. This suggests their updated price targets mainly reflect refined assumptions rather than a change in the core valuation view.
Actualización de narrativa Jan 05

2082: New Long Term Projects And Margins Will Support Upside Potential

Narrative Update Analysts have trimmed their fair value estimate for ACWA Power from SAR198.20 to about SAR191.83, as slightly softer revenue growth assumptions and a lower future P/E multiple more than offset a modestly higher projected profit margin and a marginally reduced discount rate. What's in the News ACWA Power signed a public private partnership agreement for Azerbaijan’s first large scale Caspian Sea reverse osmosis desalination plant, with a contract value of about US$400m (SAR 1.5b) and a 27.5 year term including construction, with the contract signed on December 26, 2025 (company announcement).
Artículo de análisis Dec 27

Capital Allocation Trends At ACWA Power (TADAWUL:2082) Aren't Ideal

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Actualización de narrativa Dec 14

2082: Expanding Renewable Projects Will Drive Stronger Long-Term Earnings Potential

Analysts have modestly raised their price target on ACWA Power to SAR 280.00, citing slightly higher expectations for revenue growth and profit margins, along with a marginally lower future price to earnings multiple that together support a stable fair value outlook. What's in the News ACWA Power received an Initial Commercial Operation Certificate for an additional 1,000 MW at the ArRass2 PV IPP in Qassim, Saudi Arabia, bringing total project capacity to 2,000 MW, with financial impact expected in the fourth quarter of 2025 (company announcement).
Actualización de narrativa Nov 30

2082: New Renewable Projects And Strong Margins Will Balance Risks This Year

Narrative Update on ACWA Power Analysts have raised their price target for ACWA Power by SAR 1.00 to SAR 198.20, citing increasing profit margins, which offset slightly moderated revenue growth projections. What's in the News ACWA Power's ArRass2 PV IPP project in the Qassim Region, Saudi Arabia, has received an Initial Commercial Operation Certificate for an additional 1,000 MW.
Actualización de narrativa Nov 16

2082: Multiple New Projects Are Expected To Drive Steady Performance Ahead

Analysts have slightly reduced their price target for ACWA Power from SAR 197.4 to SAR 197.2, citing changes in projections for revenue growth and profitability. What's in the News ACWA Power received the Initial Commercial Operation Certificate for an additional 1,000 MW capacity at the ArRass2 PV IPP project in Qassim Region.
Actualización de narrativa Nov 01

2082: Lower Revenue Outlook Will Outweigh Benefits From Recent Partnerships

Analysts have updated their price target for ACWA Power, maintaining the fair value estimate at SAR197.40. Recent adjustments to projected revenue growth and profit margins have offset each other in their latest financial models.
Actualización de narrativa Oct 18

Global Renewables Will Advance Despite Construction And Debt Risks

Narrative Update: ACWA Power Analyst Price Target Analysts have maintained their fair value estimate for ACWA Power at SAR 197.40. There have only been minor adjustments to underlying discount rates and projected valuation metrics, reflecting continued confidence in the company's outlook despite modest refinements.
Actualización de narrativa Oct 04

Global Renewables Will Advance Despite Construction And Debt Risks

Analysts have raised their price target for ACWA Power from SAR 187.5 to SAR 197.4. They cite improved profit margin projections and a slight increase in future valuation multiples as the primary drivers behind the update. What's in the News ACWA Power received the second Commercial Operation Certificate for the SAAD 2 PV project in Riyadh, Saudi Arabia, reaching its full operating capacity of 1,125 MW.
Actualización de narrativa Sep 19

Global Renewables Will Advance Despite Construction And Debt Risks

The downward revision in ACWA Power’s price target reflects marginal declines in both forward P/E and revenue growth forecasts, with the consensus fair value now at SAR187.50. What's in the News SAAD 2 PV project in Riyadh reached full operating capacity of 1,125 MW, with ACWA Power holding a 50.1% stake; financial impact expected in H2 2025.
Actualización de narrativa Sep 04

Global Renewables Will Advance Despite Construction And Debt Risks

Due to a modest decline in ACWA Power’s Future P/E, indicating slightly improved earnings expectations, but with the discount rate unchanged, the consensus Analyst Price Target has remained steady at SAR196.43. What's in the News SAAD 2 PV project in Riyadh reached full operating capacity of 1,125 MW, with ACWA Power holding a 50.1% stake; financial impact expected in H2 2025.
Artículo de análisis Jul 22

Analysts' Revenue Estimates For ACWA Power Company (TADAWUL:2082) Are Surging Higher

Celebrations may be in order for ACWA Power Company ( TADAWUL:2082 ) shareholders, with the analysts delivering a...
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Nueva narrativa Jul 06

Vision 2030 Initiatives Will Advance Despite Geopolitical And Execution Risks

Overly optimistic growth expectations may falter if project execution, financing costs, or shifting government priorities create headwinds to portfolio expansion and revenue visibility.
Artículo de análisis Jun 01

What You Can Learn From ACWA Power Company's (TADAWUL:2082) P/S

When close to half the companies in the Renewable Energy industry in Saudi Arabia have price-to-sales ratios (or "P/S...

Previsiones de crecimiento de beneficios e ingresos

SASE:2082 - Estimaciones futuras de los analistas y datos financieros pasados (SAR Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/202813,0264,1901,7086,4705
12/31/202710,7803,394-9925,2036
12/31/20268,4252,296-14,0644,0295
3/31/20267,4691,770-3014,107N/A
12/31/20257,4141,8521144,481N/A
9/30/20257,1101,782-1,4453,456N/A
6/30/20257,1981,739-9463,492N/A
3/31/20257,0131,887-7243,730N/A
12/31/20246,2971,757-8063,568N/A
9/30/20246,3711,8332503,073N/A
6/30/20246,1661,9022993,719N/A
3/31/20246,0151,693-2273,448N/A
12/31/20236,0951,669-3373,345N/A
9/30/20235,8541,514-8432,935N/A
6/30/20235,5741,458-4962,635N/A
3/31/20235,4561,4248273,019N/A
12/31/20225,2761,3231,3482,911N/A
9/30/20225,1801,2891,6503,028N/A
6/30/20225,1869461,4422,978N/A
3/31/20225,1448601,3532,855N/A
12/31/20215,2358231,1493,201N/A
9/30/20214,9544546082,536N/A
6/30/20215,0539943032,232N/A
3/31/20215,009898261,885N/A
12/31/20204,8298634181,875N/A
9/30/20204,9611,334-4521,809N/A
12/31/20194,115620N/A1,289N/A
12/31/20183,554737N/A1,571N/A
12/31/20173,783835N/A2,430N/A
12/31/20163,195875N/A497N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (25.1% al año) de 2082 es superior a la tasa de ahorro (15.1%).

Beneficios vs. Mercado: Se prevé que los beneficios (25.1% al año) de 2082 crezcan más rápidamente que el mercado SA (6.5% al año).

Beneficios de alto crecimiento: Se espera que los beneficios de 2082 crezcan significativamente en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (17.6% al año) de 2082 crezcan más rápidamente que los del mercado SA (0.3% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 17.6% al año) de 2082 crezcan más despacio que 20% al año.


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de 2082 sea baja dentro de 3 años (11.9%).


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/22 22:18
Precio de las acciones al final del día2026/05/21 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

ACWA Power Company está cubierta por 11 analistas. 6 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
null nullAl Rajhi Capital
Soha SaniourArqaam Capital Research Offshore S.A.L.
Nikhil NiganiaBernstein