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Sembcorp Industries Ltd

Informe acción SGX:U96

Capitalización de mercado: S$10.5b

  • Resumen empresa
    • Valoración
    • Crecimiento Futuro
    • Rendimiento pasado
    • Salud Financiera
    • Dividendos
  • Dirección
  • Propiedad
  • Información adicional
  • Comunidad de acciones

Sembcorp Industries Resultados de beneficios anteriores

Pasado controles de criterios 2/6

Sembcorp Industries ha aumentado sus beneficios a una tasa media anual de 19.1%, mientras que los beneficios de la industria de Integrated Utilities han experimentado un crecimiento de 5% anual. Los ingresos han ido disminuyendo a una tasa media de 2.1% al año. La rentabilidad financiera de Sembcorp Industries es de 10.9%, y sus márgenes netos son de 9%.

Información clave

19.10%

Tasa de crecimiento de los beneficios

19.15%

Tasa de crecimiento del BPA

Crecimiento de la industria Integrated Utilities 8.06%
Tasa de crecimiento de los ingresos-2.14%
Rentabilidad financiera10.91%
Margen neto9.02%
Última actualización de beneficios30 Jun 2026

Actualizaciones de resultados anteriores recientes

Recent updates

User avatar
Actualización de narrativa • Aug 24

U96: Higher Regular Dividends And Lower P/E Will Shape Future Returns

Analysts have trimmed their fair value estimate for Sembcorp Industries from about SGD 6.77 to around SGD 6.53, reflecting updated views on revenue growth, profit margins and future P/E assumptions. What’s in the News for Sembcorp Industries Sembcorp Industries announced an interim ordinary exempt 1 tier cash dividend of 11.0 cents per ordinary share for the half year ended June 30, 2026.
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Actualización de narrativa • Jul 16

U96: Higher Regular Dividends Will Support Future Total Returns

The analyst price target for Sembcorp Industries has been adjusted slightly from SGD 6.98 to SGD 6.77, reflecting updated views on revenue growth, profit margin, and future P/E assumptions by analysts. What’s in the News for Sembcorp Industries Sembcorp Industries approved a final dividend of 16.0 cents per share at its annual general meeting held on April 29, 2026.
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Actualización de narrativa • Jun 14

U96: Australia Energy Acquisition And Higher Dividends Will Support Future Returns

Analysts have nudged their SGD fair value estimate for Sembcorp Industries slightly higher, from SGD 6.94 to SGD 6.98, citing updated assumptions around revenue growth, profit margins and future P/E expectations. What's in the News Sembcorp Industries has completed its acquisition of Australian energy company Alinta Energy for A$6.5b (US$4.32b), adding 3.4GW of installed and contracted generation capacity across coal, wind, gas and solar, as well as access to almost 1.1 million electricity and gas customers in Australia.
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Actualización de narrativa • May 31

U96: India Renewables Expansion And Higher Dividends Will Support Balanced Returns

Analysts have slightly adjusted their SGD fair value estimate for Sembcorp Industries to SGD 6.94 from SGD 6.96, citing updated assumptions related to discount rates, profit margins and future P/E multiples. What's in the News Shareholders approved a final dividend of 16.0 cents per share at the April 29, 2026 annual general meeting, bringing Sembcorp Industries' total dividend for fiscal 2025 to 25.0 cents per share (Key Developments).
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Actualización de narrativa • Apr 27

U96: India Renewables Deals Will Support Balanced Returns Through 2026

Analysts have nudged their price target on Sembcorp Industries higher to SGD 6.96 from SGD 6.88, citing updated assumptions that reflect a different balance between projected revenue growth, profit margins and future P/E expectations. What's in the News Sembcorp Industries is reported to be in discussions, alongside Hexa Climate Solutions, to acquire Enel Group's entire India renewable business, with an indicated equity value of around $100 million and enterprise value of around $300 million, covering 760 MW of operational wind and solar assets and a 2.5 GW development pipeline (Mint, via Key Developments).
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Actualización de narrativa • Apr 10

U96: India Renewables M&A Pipeline Will Sustain Balanced Returns Into 2026

Analysts have adjusted their SGD price target for Sembcorp Industries slightly, reflecting updated views on future profit margins and P/E expectations, while keeping other key assumptions broadly in line. What's in the News Sembcorp Industries and Hexa Climate Solutions are reported to be in talks to acquire Enel Group's entire India renewable business.
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Actualización de narrativa • Mar 26

U96: India Renewables M&A Pipeline Will Support Balanced Returns Into 2026

Analysts have raised their SGD fair value estimate for Sembcorp Industries from SGD 6.78 to SGD 6.88, citing updated assumptions that combine slightly higher modelled revenue growth with a modestly lower profit margin and a small uplift in the forward P/E multiple. What's in the News Sembcorp is reported to be in discussions, alongside Hexa Climate Solutions, to acquire Enel Group's India renewable business, with an indicated equity value of about $100 million and enterprise value of about $300 million, covering 760 MW of operational wind and solar assets and a 2.5 GW development pipeline (Key Developments).
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Actualización de narrativa • Mar 12

U96: India Renewable M&A Pipeline Will Support Returns Into 2026

The latest Narrative Update on Sembcorp Industries reflects a lower analyst fair value estimate. The price target has moved from SGD 7.07 to SGD 6.78 as analysts balance higher modelled revenue growth with a more conservative profit margin outlook and a slightly reduced future P/E assumption.
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Actualización de narrativa • Feb 25

U96: India Renewables Acquisitions In 2026 Will Support Future Returns

Analysts have nudged their price target for Sembcorp Industries slightly lower from SGD7.10 to SGD7.07, citing updated assumptions for more moderate revenue growth, a small adjustment to profit margins, and a modestly higher future P/E multiple. What's in the News Sembcorp is reported to be among potential bidders, alongside global private equity firms and infrastructure investors, for a controlling stake in Welspun New Energy at a valuation around US$250 million, with EY advising on the sale and binding bids said to be expected soon (Key Developments).
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Actualización de narrativa • Feb 11

U96: India Renewables IPO And M&A Pipeline Will Support Future Returns

Analysts have slightly lowered their SGD price target for Sembcorp Industries to about SGD 7.10 from around SGD 7.13, citing updated assumptions for the discount rate, revenue growth and profit margins that result in a marginally reduced fair value estimate. What's in the News Sembcorp is reported to be among four shortlisted bidders, alongside Aditya Birla Group, NIIF and KKR, reviewing Sprng Energy as Shell evaluates options for the platform, with due diligence expected to run for 6 to 8 weeks (media reports).
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Actualización de narrativa • Jan 27

U96: India Renewables IPO Plans Will Support Future Returns

Analysts have trimmed their price target for Sembcorp Industries slightly to S$7.13 from S$7.15, reflecting small adjustments to revenue growth, profit margin expectations and the forward P/E multiple in their updated models. What's in the News Sembcorp Industries has scheduled a Special or Extraordinary Shareholders Meeting for January 30, 2026, at 10:00 Singapore time at the Stamford Ballroom, Fairmont Hotel, Level 4, Raffles City Convention Centre, 80 Bras Basah Road, Singapore 189560 (company event notice).
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Actualización de narrativa • Jan 12

U96: India Renewables IPO And Capacity Additions Will Support Future Returns

Narrative Update on Sembcorp Industries The analyst price target for Sembcorp Industries remains unchanged at S$7.15. Analysts are maintaining their view because the underlying assumptions for discount rate, revenue growth, profit margin and future P/E are essentially consistent with prior estimates.
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Actualización de narrativa • Dec 22

U96: India Renewables IPO Will Drive Future Returns Despite Minor Assumption Trim

Analysts have slightly lowered their price target on Sembcorp Industries from S$7.43 to S$7.15, citing marginally softer assumptions on long term revenue growth, profit margins and future valuation multiples. What's in the News Sembcorp Industries is considering an IPO in Mumbai for its Indian renewables arm, Sembcorp Green Infra Limited, with Citi, HSBC and Axis Capital hired to advise on the deal (Reuters).
Artículo de análisis • Dec 19

A Look At The Fair Value Of Sembcorp Industries Ltd (SGX:U96)

Key Insights Using the Dividend Discount Model, Sembcorp Industries fair value estimate is S$7.35 With S$5.88 share...
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Actualización de narrativa • Dec 08

U96: Alinta Energy Acquisition Will Drive Future Returns Despite Minor Assumption Trim

Analysts have trimmed their price target for Sembcorp Industries slightly, reflecting a modest recalibration of fair value to approximately S$7.43 from about S$7.46. This follows their incorporation of slightly softer long term revenue growth and profit margin assumptions, partially offset by a marginally higher projected future P/E multiple.
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Actualización de narrativa • Nov 24

U96: Acquisition Pursuit Of Alinta Energy Will Drive Shareholder Value

Analysts have slightly lowered their fair value estimate for Sembcorp Industries from $7.59 to $7.46, citing adjustments in expected revenue growth and profit margins. What's in the News Sembcorp Industries is reportedly pursuing the acquisition of Alinta Energy, an Australian energy business owned by Chow Tai Fook, as part of its expansion in the renewable energy sector.
Artículo de análisis • Nov 18

Here's Why Sembcorp Industries (SGX:U96) Has A Meaningful Debt Burden

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis • Nov 03

With EPS Growth And More, Sembcorp Industries (SGX:U96) Makes An Interesting Case

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Artículo de análisis • Oct 19

Sembcorp Industries Ltd's (SGX:U96) Share Price Is Matching Sentiment Around Its Earnings

With a price-to-earnings (or "P/E") ratio of 10.9x Sembcorp Industries Ltd ( SGX:U96 ) may be sending bullish signals...
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Actualización de narrativa • Sep 04

Renewables Expansion In India And ASEAN Will Shape Future Energy

Sembcorp Industries’ consensus valuation remains stable, as both future P/E and revenue growth forecasts showed negligible movement, resulting in an unchanged analyst price target of SGD7.59. What's in the News Sembcorp Industries initiates a share buyback program authorized to repurchase up to 35,577,792 shares (2% of issued share capital), using internal funds, with repurchased shares either cancelled or held in treasury.
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Nueva narrativa • Mar 09

Reaching 25 GW Renewables Capacity By 2028 Will Strengthen Future Position

Strategic capacity expansion and renewables growth position Sembcorp Industries for revenue increases and stable earnings through power purchase agreements and new market projects.

Desglose de ingresos y gastos

Cómo gana y gasta dinero Sembcorp Industries. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

SGX:U96 Ingresos, gastos y beneficios (SGD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
30 Jun 266,6285984320
31 Mar 266,2147914340
31 Dec 255,7999844360
30 Jun 256,1511,0184940
31 Mar 256,2841,0224820
31 Dec 246,4171,0254690
30 Jun 246,5929554270
31 Mar 246,8179884260
31 Dec 237,0421,0204240
30 Sep 237,3129724800
30 Jun 237,5829235350
31 Mar 237,7048145130
31 Dec 227,8257044910
30 Jun 227,0194733730
31 Mar 226,7143023800
31 Dec 216,4081303860
30 Sep 216,9582563720
30 Jun 216,1202453180
31 Mar 215,7841933280
31 Dec 205,4471403380
30 Sep 203,466752880
30 Jun 204,501373330
31 Mar 205,5641563460
31 Dec 196,7352693500
30 Sep 199,8673324630
30 Jun 1910,4383414490
31 Mar 1911,4113224230
31 Dec 1811,6893044020
30 Sep 1811,5283134180
30 Jun 1810,7253233980
31 Mar 189,6622994090
31 Dec 179,0263404160
30 Sep 178,6463723760
30 Jun 178,5683343760
31 Mar 178,1333653610
31 Dec 167,9073563570
30 Sep 168,3002692860
30 Jun 168,5603383190
31 Mar 169,1024793250
31 Dec 159,5455213210
30 Sep 159,7907083880

Ingresos de calidad: U96 tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio(9%) de U96 son inferiores a los del año pasado (16.6%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de U96 han crecido un 19.1% al año en los últimos 5 años.

Acelerando crecimiento: U96 ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.

Beneficios vs. Industria: U96 tuvo un crecimiento negativo de los beneficios (-41.3%) durante el año pasado, lo que dificulta la comparación con la media de la industria Integrated Utilities (-17.5%).


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de U96 (10.9%) se considera baja.


Rentabilidad económica


Rendimiento del capital invertido


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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/09/20 07:40
Precio de las acciones al final del día2026/09/18 00:00
Beneficios2026/06/30
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
  • Formulario SEC 10-K
  • Formulario SEC 10-Q
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
  • Informes de análisis
  • Blue Matrix
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
  • Datos de mercado ICE
  • Formulario S-1 de la SEC
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
  • Formulario SEC 4
  • Formulario SEC 13D
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
  • Formulario SEC 10-K
  • Formulario SEC DEF 14A
Principales avances10 años
  • Anuncios de empresas
  • Formulario SEC 8-K

* 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 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

Sembcorp Industries Ltd está cubierta por 31 analistas. 13 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
Yu Jie LoBofA Global Research
Mcrid WangBofA Global Research
Meghana KandeCGS International

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