Erawan Group Croissance future
Future contrôle des critères 1/6
Erawan Group devrait augmenter ses bénéfices et son chiffre d'affaires de 6.7% et de 5% par an respectivement. Le BPA devrait croître de de 5.3% par an. Le rendement des capitaux propres devrait être 9.9% dans 3 ans.
Informations clés
6.7%
Taux de croissance des bénéfices
5.34%
Taux de croissance du BPA
| Hospitality croissance des bénéfices | 6.6% |
| Taux de croissance des recettes | 5.0% |
| Rendement futur des capitaux propres | 9.91% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 20 May 2026 |
Mises à jour récentes de la croissance future
Recent updates
Mise à jour du récit • May 20
ERW: Cash Dividend And Lower Discount Rate Will Support Future Upside
Analysts have slightly raised their THB price target for Erawan Group, citing updated assumptions around fair value, discount rates, revenue growth, profit margins, and future P/E that point to a modestly higher valuation outlook. What's in the News Board meeting scheduled for February 24, 2026, to consider a cash dividend payment, as notified to the Stock Exchange of Thailand (Key Developments) Annual dividend of THB 0.0700 per share announced, payable on May 27, 2026 (ex date March 10, 2026; record date March 11, 2026) (Key Developments) Valuation Changes Fair Value: THB 4.67236 to THB 4.71826, a small upward adjustment that slightly lifts the implied valuation range for the stock.Mise à jour du récit • May 04
ERW: Cash Dividend And Premium P E Multiple Will Support Future Upside
Analysts have trimmed their fair value estimate for Erawan Group to THB4.67 from THB4.74, reflecting slightly higher discount rate assumptions and a more cautious view on future profit margins, even as revenue growth expectations and forward P/E remain broadly aligned with prior forecasts. What's in the News A board meeting is scheduled for February 24, 2026, with an agenda to consider a cash dividend payment, as notified to the President of the Stock Exchange of Thailand (Key Developments).Mise à jour du récit • Apr 19
ERW: Dividend Policy And Premium P E Multiple Will Support Upside
Analysts have nudged their price target for Erawan Group slightly lower to THB4.74 from THB4.80, reflecting small adjustments to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Board meeting scheduled for February 24, 2026 to consider a cash dividend payment, as notified to the President of the Stock Exchange of Thailand (Key Developments).Mise à jour du récit • Apr 05
ERW: Higher Future P E And Dividend Outlook Will Support Upside Potential
Analysts have nudged their price target on Erawan Group slightly higher, reflecting updated assumptions that include a fair value shift from THB 4.69 to THB 4.74, a higher discount rate, and revised expectations for revenue growth, profit margin, and future P/E. What's in the News A board meeting is scheduled for February 24, 2026, with an agenda that includes considering a cash dividend payment, as disclosed to the Stock Exchange of Thailand (Key Developments).
Mise à jour du récit • Mar 22
ERW: Dividend Plan And Slightly Higher P/E Assumption Will Support Upside Potential
Analysts have inched up their fair value estimate for Erawan Group to THB3.10 from THB3.00, citing slightly higher assumptions for revenue growth, profit margin and future P/E, along with an updated discount rate. What's in the News Board meeting scheduled for February 24, 2026, to consider a cash dividend payment, as disclosed to the Stock Exchange of Thailand (company filing).Mise à jour du récit • Mar 08
ERW: Higher Discount Rate And Dividend Plan Will Shape Balanced Outlook
Analysts have adjusted their view on Erawan Group, with the THB price target now reflecting a slightly higher discount rate, a more conservative revenue growth outlook, stronger projected profit margins, and a lower future P/E. Together, these factors point to a more earnings-focused rationale behind the updated valuation.Mise à jour du récit • Feb 22
ERW: Future Asoke Lease And Lower Discount Rate Signal Balanced Outlook
Analysts have raised their price target for Erawan Group, citing adjustments to fair value, discount rate, revenue, profit margin, and expected future P/E to support the higher THB valuation. What's in the News Board meeting scheduled for Nov 24, 2025 to consider a long term land lease agreement with Akkara Sarapa Company Limited, the landowner.Mise à jour du récit • Feb 07
ERW: Asoke Land Lease Will Support Future Margin Expansion And Upside Potential
Analysts have raised their fair value estimate for Erawan Group to ฿4.69 from ฿4.62, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E expectations as the main drivers of the change. What's in the News Board meeting scheduled for Nov 24, 2025 to review and approve a long term land lease agreement with Akkara Sarapa Company Limited for a plot near BTS Asoke Station in Bangkok, covering 20 41.8 rai (Key Developments).Mise à jour du récit • Jan 24
ERW: Asoke Land Lease Will Support Future Margin Expansion And Upside Potential
Analysts have slightly adjusted their price target for Erawan Group, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. Together, these factors point to a refined view of the stock's risk and earnings potential in monetary terms.Mise à jour du récit • Jan 10
ERW: Asoke Land Lease Will Support Future Margin Expansion And Upside Potential
Analysts have trimmed their price target for Erawan Group slightly, pointing to a modestly lower fair value per share of THB4.62 from THB4.66. This reflects a higher discount rate, a small adjustment to revenue growth assumptions, a higher future P/E multiple, and slightly softer profit margin expectations.Mise à jour du récit • Dec 26
ERW: Asoke Land Lease Will Support Future Margin Expansion And Upside Potential
Analysts have trimmed their price target on Erawan Group slightly to THB 4.66 from THB 4.71, citing modestly lower discount rate and revenue growth assumptions, a marginally improved profit margin outlook, and a slightly reduced expected future P E multiple. What's in the News Board approves entry into a long term land lease agreement with Akkara Sarapa Company Limited for a 20 41.8 rai plot near BTS Asoke Station in Bangkok, positioning the company for future development in a prime transit oriented location (Board Meeting disclosure).Mise à jour du récit • Dec 12
ERW: Long-Term Asoke Land Lease Will Support Margin Expansion
Analysts have nudged their price target on Erawan Group slightly higher to reflect a modest increase in fair value, supported by expectations of stronger profit margins and a marginally lower discount rate, despite tempering revenue growth and future P/E assumptions. What's in the News The board approved entry into a long-term land lease agreement with Akkara Sarapa Company Limited for a 20-41.8 rai plot near BTS Asoke Station in Bangkok, positioning the group for a new hospitality or mixed-use project in a prime transit location (Board Meeting filing).
Nouveau récit • Jan 27
Holiday Inn Pattaya Renovation May Improve Occupancy But Profit Margins Could Shrink Amid Challenges
Revenue growth is likely to benefit from expansions in the mid-scale, luxury, and budget segments, along with effective yield management.Prévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 9,194 | 1,039 | -508 | 2,401 | 8 |
| 12/31/2027 | 8,787 | 985 | -765 | 2,104 | 15 |
| 12/31/2026 | 8,284 | 909 | -1,086 | 1,913 | 15 |
| 3/31/2026 | 8,051 | 868 | 740 | 2,509 | N/A |
| 12/31/2025 | 7,930 | 838 | 1,329 | 2,386 | N/A |
| 9/30/2025 | 7,897 | 843 | 1,347 | 2,341 | N/A |
| 6/30/2025 | 7,964 | 911 | 1,441 | 2,476 | N/A |
| 3/31/2025 | 8,054 | 1,209 | -123 | 2,660 | N/A |
| 12/31/2024 | 8,039 | 1,281 | -212 | 2,818 | N/A |
| 9/30/2024 | 7,697 | 1,117 | -461 | 2,652 | N/A |
| 6/30/2024 | 7,584 | 1,141 | -1,803 | 2,605 | N/A |
| 3/31/2024 | 7,383 | 921 | -239 | 2,447 | N/A |
| 12/31/2023 | 7,037 | 743 | 1 | 2,281 | N/A |
| 9/30/2023 | 6,881 | 768 | 365 | 2,516 | N/A |
| 6/30/2023 | 6,428 | 609 | 1,454 | 2,216 | N/A |
| 3/31/2023 | 5,794 | 327 | 1,049 | 1,760 | N/A |
| 12/31/2022 | 4,666 | -224 | 486 | 1,289 | N/A |
| 9/30/2022 | 3,566 | -709 | -298 | 494 | N/A |
| 6/30/2022 | 2,530 | -1,321 | -792 | -38 | N/A |
| 3/31/2022 | 1,793 | -1,871 | -1,053 | -367 | N/A |
| 12/31/2021 | 1,536 | -2,050 | -1,237 | -634 | N/A |
| 9/30/2021 | 1,512 | -2,278 | -1,189 | -638 | N/A |
| 6/30/2021 | 1,693 | -2,169 | -1,037 | -535 | N/A |
| 3/31/2021 | 1,506 | -2,105 | -1,167 | -692 | N/A |
| 12/31/2020 | 2,337 | -1,715 | -1,165 | -536 | N/A |
| 9/30/2020 | 3,467 | -1,066 | -851 | 55 | N/A |
| 6/30/2020 | 4,537 | -509 | -797 | 583 | N/A |
| 3/31/2020 | 5,864 | 108 | -456 | 1,238 | N/A |
| 12/31/2019 | 6,416 | 446 | N/A | 1,780 | N/A |
| 9/30/2019 | 6,412 | 450 | N/A | 1,721 | N/A |
| 6/30/2019 | 6,347 | 448 | N/A | 1,621 | N/A |
| 3/31/2019 | 6,300 | 485 | N/A | 1,731 | N/A |
| 12/31/2018 | 6,313 | 536 | N/A | 1,744 | N/A |
| 9/30/2018 | 6,174 | 518 | N/A | 1,747 | N/A |
| 6/30/2018 | 6,190 | 556 | N/A | 1,742 | N/A |
| 3/31/2018 | 6,188 | 584 | N/A | 1,727 | N/A |
| 12/31/2017 | 6,037 | 506 | N/A | 1,680 | N/A |
| 9/30/2017 | 5,881 | 448 | N/A | 1,564 | N/A |
| 6/30/2017 | 5,806 | 424 | N/A | 1,547 | N/A |
| 3/31/2017 | 5,736 | 383 | N/A | 1,535 | N/A |
| 12/31/2016 | 5,652 | 367 | N/A | 1,416 | N/A |
| 9/30/2016 | 5,614 | 364 | N/A | 1,386 | N/A |
| 6/30/2016 | 5,455 | 289 | N/A | 1,289 | N/A |
| 3/31/2016 | 5,381 | 247 | N/A | 1,334 | N/A |
| 12/31/2015 | 5,286 | 195 | N/A | 1,304 | N/A |
| 9/30/2015 | 5,256 | 146 | N/A | 1,369 | N/A |
| 6/30/2015 | 5,065 | 83 | N/A | 1,387 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de ERW ( 6.7% par an) est supérieure au taux d'épargne ( 2.2% ).
Bénéfices vs marché: Les bénéfices de ERW ( 6.7% par an) devraient croître plus lentement que le marché TH ( 10.9% par an).
Croissance élevée des bénéfices: Les bénéfices de ERW devraient augmenter, mais pas de manière significative.
Chiffre d'affaires vs marché: Le chiffre d'affaires de ERW ( 5% par an) devrait croître plus lentement que le marché de TH ( 9.9% par an).
Croissance élevée des revenus: Le chiffre d'affaires de ERW ( 5% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de ERW devrait être faible dans 3 ans ( 9.9 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/01 06:06 |
| Cours de l'action en fin de journée | 2026/05/29 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
The Erawan Group Public Company Limited est couverte par 24 analystes. 16 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Teerapol Udomvej | BofA Global Research |
| Narumon Ekasamut | Bualuang Securities PCL |
| Kalvalee Thongsomaung | Bualuang Securities PCL |