Siam Cement Résultats passés
Passé contrôle des critères 3/6
Les bénéfices de Siam Cement ont diminué à un taux annuel moyen de -31.4%, tandis que le secteur Basic Materials a vu ses bénéfices augmenter de en à 6.5% par an. Les revenus ont augmenté de en baisse à un taux moyen de 0.2% par an. Le rendement des capitaux propres de Siam Cement est 3.9% et ses marges nettes sont de 3.9%.
Informations clés
-31.37%
Taux de croissance des bénéfices
-31.37%
Taux de croissance du BPA
| Basic Materials Croissance de l'industrie | 5.57% |
| Taux de croissance des recettes | -0.17% |
| Rendement des fonds propres | 3.87% |
| Marge nette | 3.87% |
| Dernière mise à jour des bénéfices | 31 Mar 2026 |
Mises à jour récentes des performances passées
Recent updates
Mise à jour du récit • May 22
SCC: Higher Fair Value Will Offset Temporary Petrochemical Plant Shutdowns
Analysts have lifted their price target on Siam Cement to THB 290 from THB 270, reflecting updated assumptions that include a slightly higher revenue growth outlook, a modestly stronger profit margin, a marginally lower discount rate, and a higher future P/E multiple. What's in the News Siam Cement temporarily suspended operations at subsidiary Long Son Petrochemicals in Vietnam in or around mid May 2026, citing prolonged uncertainty around feedstock supply linked to the situation in the Middle East, after previously shutting the Rayong Olefins olefins plant in Thailand (company disclosure).
Mise à jour du récit • 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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.
Nouveau récit • 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.Ventilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Siam Cement gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Mar 26 | 495,860 | 19,199 | 63,898 | 0 |
| 31 Dec 25 | 496,925 | 14,075 | 65,879 | 0 |
| 30 Sep 25 | 501,382 | 17,255 | 67,929 | 0 |
| 30 Jun 25 | 507,788 | 18,645 | 68,896 | 0 |
| 31 Mar 25 | 511,299 | 5,016 | 68,460 | 0 |
| 31 Dec 24 | 511,172 | 6,342 | 67,931 | 0 |
| 30 Sep 24 | 501,278 | 5,720 | 66,073 | 0 |
| 30 Jun 24 | 498,727 | 7,440 | 65,874 | 0 |
| 31 Mar 24 | 495,163 | 11,814 | 64,598 | 0 |
| 31 Dec 23 | 499,646 | 25,915 | 65,161 | 0 |
| 30 Sep 23 | 501,217 | 27,207 | 65,232 | 0 |
| 30 Jun 23 | 517,960 | 27,209 | 67,088 | 0 |
| 31 Mar 23 | 545,864 | 29,065 | 68,911 | 0 |
| 31 Dec 22 | 569,609 | 21,382 | 69,588 | 0 |
| 30 Sep 22 | 590,085 | 29,532 | 69,003 | 0 |
| 30 Jun 22 | 579,518 | 33,905 | 66,887 | 0 |
| 31 Mar 22 | 560,539 | 41,104 | 64,874 | 0 |
| 31 Dec 21 | 530,112 | 47,174 | 62,428 | 0 |
| 30 Sep 21 | 484,697 | 46,915 | 60,310 | 0 |
| 30 Jun 21 | 453,809 | 49,839 | 57,911 | 0 |
| 31 Mar 21 | 416,265 | 42,087 | 54,646 | 0 |
| 31 Dec 20 | 399,939 | 34,144 | 52,757 | 0 |
| 30 Sep 20 | 408,866 | 33,201 | 52,218 | 0 |
| 30 Jun 20 | 418,257 | 29,664 | 51,628 | 0 |
| 31 Mar 20 | 431,342 | 27,323 | 54,790 | 0 |
| 31 Dec 19 | 437,980 | 32,014 | 54,265 | 0 |
| 30 Sep 19 | 449,026 | 35,378 | 53,143 | 0 |
| 30 Jun 19 | 461,214 | 38,646 | 55,783 | 0 |
| 31 Mar 19 | 472,566 | 44,004 | 53,609 | 0 |
| 31 Dec 18 | 478,438 | 44,748 | 53,858 | 0 |
| 30 Sep 18 | 474,615 | 46,848 | 53,944 | 0 |
| 30 Jun 18 | 464,525 | 49,211 | 52,189 | 0 |
| 31 Mar 18 | 452,904 | 50,062 | 52,058 | 0 |
| 31 Dec 17 | 450,921 | 55,041 | 52,173 | 0 |
| 30 Sep 17 | 437,135 | 54,953 | 52,028 | 0 |
| 30 Jun 17 | 429,664 | 57,207 | 51,158 | 0 |
| 31 Mar 17 | 429,712 | 59,982 | 50,201 | 0 |
| 31 Dec 16 | 423,442 | 56,084 | 49,991 | 0 |
| 30 Sep 16 | 429,451 | 55,055 | 49,889 | 0 |
| 30 Jun 16 | 435,391 | 49,965 | 49,710 | 0 |
| 31 Mar 16 | 440,336 | 47,815 | 50,086 | 0 |
| 31 Dec 15 | 439,614 | 45,400 | 49,256 | 0 |
| 30 Sep 15 | 450,702 | 42,807 | 48,845 | 0 |
| 30 Jun 15 | 464,080 | 41,653 | 47,570 | 0 |
Des revenus de qualité: SCC a un important ponctuel gain de THB7.5B impactant ses 12 derniers mois de résultats financiers à 31st March, 2026.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de SCC sont plus élevées que l'année dernière SCC. (3.9%) sont plus élevées que l'année dernière (1%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de SCC ont diminué de 31.4% par an au cours des 5 dernières années.
Accélération de la croissance: La croissance des bénéfices de SCC au cours de l'année écoulée ( 282.8% ) dépasse sa moyenne sur 5 ans ( -31.4% par an).
Bénéfices par rapport au secteur d'activité: La croissance des bénéfices SCC au cours de l'année écoulée ( 282.8% ) a dépassé celle du secteur Basic Materials -26.7%.
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de SCC ( 3.9% ) est considéré comme faible.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/25 17:05 |
| Cours de l'action en fin de journée | 2026/05/25 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. 17 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 |