Siam Cement Croissance future
Future contrôle des critères 0/6
Les bénéfices de Siam Cement devraient diminuer de 3.4% par an tandis que son chiffre d'affaires annuel devrait croître de 6.4% par an. Le BPA devrait croître de diminuer de 2% par an. Le rendement des capitaux propres devrait être 4.3% dans 3 ans.
Informations clés
-3.4%
Taux de croissance des bénéfices
-1.99%
Taux de croissance du BPA
| Basic Materials croissance des bénéfices | 16.9% |
| Taux de croissance des recettes | 6.4% |
| Rendement futur des capitaux propres | 4.29% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 05 May 2026 |
Mises à jour récentes de la croissance future
Recent updates
Mise à jour de l'analyse • May 07
SCC: Temporary Petrochemical Suspension And Asset Sale Will Support Balanced Outlook
Analysts have slightly reduced their price target for Siam Cement from THB218.78 to THB217.78 to reflect updated assumptions on discount rates, revenue growth, profit margins and future P/E. What's in the News Operations at Long Son Petrochemicals Co. Ltd.
Mise à jour de l'analyse • Apr 22
SCC: Upcoming THB 5 Dividend And 2026 AGM Timeline Will Support Upside Potential
Analysts have revised their price target for Siam Cement from THB351.12 to THB270.00, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News The board plans to meet on March 25, 2026 to approve the sale of all shares held by SCG Marketplace Holding Co., Ltd.
Mise à jour de l'analyse • Apr 07
SCC: Planned Dividend And Asset Sale Will Pressure Stretched Share Price
Analysts have reduced their price target for Siam Cement slightly, from THB133 to THB132. This reflects updated assumptions that combine a lower revenue growth outlook with a modestly higher profit margin and a small adjustment to the assumed future P/E multiple.Mise à jour de l'analyse • Mar 23
SCC: Future Dividend Plans Will Pressure Already Stretched Share Price
Analysts have lifted their price target for Siam Cement from THB125 to THB133, citing updated assumptions that include higher revenue growth expectations, stronger profit margins and a lower future P/E multiple. What's in the News A board meeting is scheduled for January 28, 2026 to consider proposing the 2025 annual dividend payment at 5.00 Baht per share for shareholder approval at the next AGM (Board Meeting).Mise à jour de l'analyse • Mar 09
SCC: Upcoming THB 5 Dividend And AGM Timeline Will Support Upside Potential
Analysts have trimmed their price target on Siam Cement from THB363.58 to THB351.12 as they factor in a higher discount rate and slightly adjusted assumptions for revenue, profit margins and future P/E. What's in the News The board plans to propose a 2025 annual dividend of THB 5.00 per share for shareholder approval at the upcoming Annual General Meeting (Key Developments).Mise à jour de l'analyse • Feb 23
SCC: Upcoming Dividend And AGM Timeline Will Support Future Upside Potential
Siam Cement’s analyst price target has been adjusted slightly lower to THB363.58 from THB368.34. Analysts point to updated fair value assumptions, a small change in the discount rate, and refined estimates for revenue growth, profit margins and future P/E.Mise à jour de l'analyse • Feb 09
SCC: Upcoming Dividend Decision Will Support Future Upside Potential
Analysts have nudged their price target on Siam Cement slightly higher to ฿368.34 from ฿366.48, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E that together support a modestly stronger valuation case. What's in the News A board meeting on January 28, 2026 will consider proposing a 2025 annual dividend of ฿5.00 per share for shareholder approval at the next AGM (Key Developments).Mise à jour de l'analyse • Jan 25
SCC: Higher Discount Rate And Governance Review Will Pressure Future Returns
Narrative Update on Siam Cement The analyst price target for Siam Cement has been adjusted from ฿128.00 to ฿125.00, as analysts factor in updated assumptions for revenue growth, profit margins, discount rate, and future P/E levels. What's in the News A board meeting is scheduled for Oct 29, 2025 to consider appointing the audit committee and renewing its term, which can influence governance oversight and investor confidence (Key Developments).Mise à jour de l'analyse • Jan 10
SCC: Audit Committee Review And Modest Assumption Tweaks Will Support Balanced Outlook
Analysts have nudged their fair value estimate for Siam Cement slightly lower from ฿219.03 to ฿218.78 per share, reflecting modest tweaks to assumptions on the discount rate, revenue growth, profit margin and future P/E multiples. What's in the News Siam Cement has scheduled a Board Meeting for Oct 29, 2025, to review the composition of its audit committee and to consider appointments and term renewals (Key Developments).Mise à jour de l'analyse • Dec 27
SCC: Board Meeting Audit Review Will Support Future Upside Potential
Narrative Update on Siam Cement Analysts have maintained their price target for Siam Cement at THB 219.03, with only marginal adjustments to discount rate, revenue growth, and profit margin assumptions, reflecting a largely unchanged medium term outlook. What's in the News A board meeting is scheduled for October 29, 2025, to consider the appointment and renewal of audit committee members, signaling upcoming changes in key governance oversight roles (company filing).Mise à jour de l'analyse • Dec 13
SCC: Governance Focus At Upcoming Board Meeting Will Support Future Upside
Narrative Update on Siam Cement Analysts have modestly raised their price target on Siam Cement to 366.48 from 352.94, citing slightly stronger expectations for revenue growth and higher future valuation multiples. These factors are partly offset by a softer profit margin outlook and a higher perceived discount rate.Mise à jour de l'analyse • Nov 29
SCC: Board Meeting And Audit Committee Renewal Will Drive Future Momentum
Analysts have updated their price target for Siam Cement, maintaining it at 219.03 THB. They cited stable fair value estimates and minimal changes in key financial assumptions.Mise à jour de l'analyse • Nov 15
SCC: Future Board Meeting and Committee Moves Are Set to Drive Upside
Analysts have slightly raised their fair value estimate for Siam Cement from 218.23 THB to 219.03 THB, citing updated assessments of its future earnings and risk profile. What's in the News The Siam Cement Public Company Limited has scheduled a Board Meeting for October 29, 2025 (Key Developments).Mise à jour de l'analyse • Oct 31
SCC: Revenue Expansion and Margin Outlook Will Maintain Balanced Risk Profile
Narrative Update on Siam Cement: Analyst Price Target Revision Analysts have slightly lowered their fair value estimate for Siam Cement from 218.83 THB to 218.23 THB. This revision is due to adjustments in key financial projections, including expectations for improved revenue growth and profit margin, as well as a reduced projected future price-to-earnings ratio.Mise à jour de l'analyse • Oct 17
Inflated ASEAN Expectations Will Erode Margins Amid Risks
Analysts have raised their fair value estimate for Siam Cement slightly from 216.68 THB to 218.83 THB. They cited updated assumptions for discount rates and future earnings growth.Mise à jour de l'analyse • Oct 03
Inflated ASEAN Expectations Will Erode Margins Amid Risks
Analysts have raised their price target for Siam Cement from 209.98 to 216.68. This change reflects revised expectations on valuation metrics following updated financial forecasts.Mise à jour de l'analyse • Sep 18
Inflated ASEAN Expectations Will Erode Margins Amid Risks
The modest increase in Siam Cement’s consensus Analyst Price Target to THB209.98 appears driven primarily by a slight rise in forecast valuation multiples (Future P/E), as revenue growth expectations remain virtually unchanged. Valuation Changes Summary of Valuation Changes for Siam Cement The Consensus Analyst Price Target has risen slightly from THB201.36 to THB209.98.Mise à jour de l'analyse • Sep 03
Inflated ASEAN Expectations Will Erode Margins Amid Risks
Siam Cement’s slight price target downgrade reflects largely stable forward P/E and discount rate assumptions, with fair value edging down from THB204.97 to THB201.36. Valuation Changes Summary of Valuation Changes for Siam Cement The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from THB204.97 to THB201.36.
Nouvelle analyse • Dec 01
Streamlining Debt And Innovating Cement Drive Growth In Challenging Markets
Debt restructuring and asset divestment strategies aim to reduce costs and improve financial stability, potentially enhancing net margins and earnings.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 | 600,138 | 17,010 | 29,410 | 42,969 | 12 |
| 12/31/2027 | 575,198 | 14,985 | 22,905 | 42,136 | 16 |
| 12/31/2026 | 560,012 | 13,169 | 13,965 | 54,553 | 15 |
| 3/31/2026 | 495,860 | 19,199 | 17,821 | 40,629 | N/A |
| 12/31/2025 | 496,925 | 14,075 | 19,274 | 42,664 | N/A |
| 9/30/2025 | 501,382 | 17,255 | 33,654 | 56,611 | N/A |
| 6/30/2025 | 507,788 | 18,645 | 33,011 | 56,861 | N/A |
| 3/31/2025 | 511,299 | 5,016 | 22,299 | 47,625 | N/A |
| 12/31/2024 | 511,172 | 6,342 | 8,126 | 36,179 | N/A |
| 9/30/2024 | 501,278 | 5,720 | -4,421 | 26,305 | N/A |
| 6/30/2024 | 498,727 | 7,440 | -738 | 32,864 | N/A |
| 3/31/2024 | 495,163 | 11,814 | 1,304 | 34,918 | N/A |
| 12/31/2023 | 499,646 | 25,915 | 10,057 | 44,008 | N/A |
| 9/30/2023 | 501,217 | 27,207 | 16,072 | 51,233 | N/A |
| 6/30/2023 | 517,960 | 27,209 | 3,992 | 39,144 | N/A |
| 3/31/2023 | 545,864 | 29,065 | -5,103 | 33,004 | N/A |
| 12/31/2022 | 569,609 | 21,382 | -10,212 | 29,719 | N/A |
| 9/30/2022 | 590,085 | 29,532 | -25,549 | 19,017 | N/A |
| 6/30/2022 | 579,518 | 33,905 | -21,637 | 28,683 | N/A |
| 3/31/2022 | 560,539 | 41,104 | -20,896 | 35,362 | N/A |
| 12/31/2021 | 530,112 | 47,174 | -21,678 | 38,800 | N/A |
| 9/30/2021 | 484,697 | 46,915 | -14,150 | 49,031 | N/A |
| 6/30/2021 | 453,809 | 49,839 | -3,932 | 58,070 | N/A |
| 3/31/2021 | 416,265 | 42,087 | 11,831 | 67,929 | N/A |
| 12/31/2020 | 399,939 | 34,144 | 17,456 | 70,415 | N/A |
| 9/30/2020 | 408,866 | 33,201 | 13,363 | 65,272 | N/A |
| 6/30/2020 | 418,257 | 29,664 | 11,854 | 63,986 | N/A |
| 3/31/2020 | 431,342 | 27,323 | 4,821 | 57,299 | N/A |
| 12/31/2019 | 437,980 | 32,014 | N/A | 59,817 | N/A |
| 9/30/2019 | 449,026 | 35,378 | N/A | 55,806 | N/A |
| 6/30/2019 | 461,214 | 38,646 | N/A | 53,163 | N/A |
| 3/31/2019 | 472,566 | 44,004 | N/A | 58,464 | N/A |
| 12/31/2018 | 478,438 | 44,748 | N/A | 61,687 | N/A |
| 9/30/2018 | 474,615 | 46,848 | N/A | 64,932 | N/A |
| 6/30/2018 | 464,525 | 49,211 | N/A | 67,013 | N/A |
| 3/31/2018 | 452,904 | 50,062 | N/A | 64,139 | N/A |
| 12/31/2017 | 450,921 | 55,041 | N/A | 60,692 | N/A |
| 9/30/2017 | 437,135 | 54,953 | N/A | 61,788 | N/A |
| 6/30/2017 | 429,664 | 57,207 | N/A | 64,779 | N/A |
| 3/31/2017 | 429,712 | 59,982 | N/A | 69,550 | N/A |
| 12/31/2016 | 423,442 | 56,084 | N/A | 75,671 | N/A |
| 9/30/2016 | 429,451 | 55,055 | N/A | 72,414 | N/A |
| 6/30/2016 | 435,391 | 49,965 | N/A | 72,020 | N/A |
| 3/31/2016 | 440,336 | 47,815 | N/A | 69,993 | N/A |
| 12/31/2015 | 439,614 | 45,400 | N/A | 67,747 | N/A |
| 9/30/2015 | 450,702 | 42,807 | N/A | 73,477 | N/A |
| 6/30/2015 | 464,080 | 41,653 | N/A | 63,525 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: Les bénéfices de SCC devraient diminuer au cours des 3 prochaines années ( -3.4% par an).
Bénéfices vs marché: Les bénéfices de SCC devraient diminuer au cours des 3 prochaines années ( -3.4% par an).
Croissance élevée des bénéfices: Les bénéfices de SCC devraient baisser au cours des trois prochaines années.
Chiffre d'affaires vs marché: Le chiffre d'affaires de SCC ( 6.4% par an) devrait croître plus lentement que le marché de TH ( 9.5% par an).
Croissance élevée des revenus: Le chiffre d'affaires de SCC ( 6.4% 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 SCC devrait être faible dans 3 ans ( 4.3 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/11 22:38 |
| Cours de l'action en fin de journée | 2026/05/11 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 Siam Cement Public Company Limited est couverte par 29 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 |
|---|---|
| Prasit Rattanakijkamol | Asia Plus Securities Company Limited |
| Komsun Suksumrun | BofA Global Research |
| Suppata Srisuk | Bualuang Securities PCL |