Seatrium Limited

Report azionario SGX:5E2

Capitalizzazione di mercato: S$7.3b

Seatrium Crescita futura

Criteri Future verificati 0/6

Si prevede che i ricavi di Seatrium diminuiranno a 8.7% all'anno, mentre si prevede che i suoi utili annuali cresceranno a 2% all'anno. Si prevede che l'EPS crescerà di 2.4% all'anno. Si prevede che il ritorno sul capitale proprio sarà 7.2% in 3 anni.

Informazioni chiave

2.0%

Tasso di crescita degli utili

2.36%

Tasso di crescita dell'EPS

Machinery crescita degli utili9.6%
Tasso di crescita dei ricavi-8.7%
Rendimento futuro del capitale proprio7.24%
Copertura analitica

Good

Ultimo aggiornamento17 Aug 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento narrativa • Aug 21

5E2: Weaker Margins And Steeper Revenue Decline Will Restrain Future Upside

Analysts have trimmed their Seatrium price target from SGD2.01 to SGD1.63 as they factor in a steeper revenue decline, slightly lower profit margins, and a modestly reduced future P/E assumption. What's in the News for Seatrium Seatrium signed a Letter of Intent with Golar LNG Limited for a potential third Floating Liquefied Natural Gas conversion project, with both companies working toward a possible Engineering, Procurement and Construction contract in the second half of 2026.
Aggiornamento narrativa • Aug 07

5E2: Divestment Gains And Margin Improvements Will Support Future Earnings Confidence

The analyst price target for Seatrium has been revised slightly lower from SGD3.15 to SGD3.00, as analysts factor in a softer revenue outlook while still accounting for a modestly higher profit margin and a broadly steady forward P/E assumption. What’s in the News for Seatrium Seatrium expects a material year on year improvement in net profit for the first half of 2026, mainly driven by divestment gains and progressive margin improvements.
Aggiornamento narrativa • Jul 24

5E2: Fair Outlook Will Balance Weaker Margins With Higher Future Earnings Multiple

Analysts have raised their price target for Seatrium to SGD 2.01 from about SGD 1.88, citing updated assumptions around discount rates, revenue trends, profit margins, and a higher future P/E multiple. What's in the News for Seatrium No recent Seatrium specific news items or key developments were identified in the provided sources.
Aggiornamento narrativa • Jul 10

5E2: Deferred Prosecution Resolution Will Support Confidence In Future Earnings

The analyst price target for Seatrium has been revised slightly higher from SGD 3.05 to SGD 3.15. Analysts cite updated assumptions on revenue growth, profit margins and future P/E as the key drivers of this change.
Aggiornamento narrativa • Jun 26

5E2: Operation Car Wash Settlement Will Support Future Earnings Upside

Seatrium's analyst price target has been adjusted slightly to reflect updated assumptions for discount rate, revenue trends, profit margins and future P/E expectations. Analysts cited these refreshed inputs as the basis for the revised valuation in SGD terms.
Aggiornamento narrativa • Jun 10

5E2: Operation Car Wash Resolution Will Support Future Upside Potential

Analysts have nudged their fair value estimate for Seatrium slightly lower from SGD 2.78 to SGD 2.75, citing updated assumptions for discount rates, revenue growth, profit margins, and forward P/E multiples. What's in the News Singapore High Court approved Seatrium's Deferred Prosecution Agreement related to Operation Car Wash, following an earlier signing on July 30, 2025.
Aggiornamento narrativa • May 27

5E2: Offshore Projects And Share Buybacks Will Support Future Upside Potential

Analysts have kept their SGD fair value estimate for Seatrium steady at SGD2.78, with only slight tweaks to inputs such as the discount rate and future P/E assumptions. This guides their unchanged SGD price target view.
Aggiornamento narrativa • May 12

5E2: FSRU Conversions And Newbuild Deliveries Will Support Future Upside Potential

Analysts have trimmed their fair value estimate for Seatrium slightly to about SGD2.78, reflecting small adjustments to the discount rate, revenue and margin assumptions, as well as a modest change in expected future P/E levels. What's in the News Singapore High Court approved Seatrium's Deferred Prosecution Agreement related to Operation Car Wash, with a financial penalty of US$110.0 million, of which up to US$53.0 million already paid to Brazilian authorities can be credited, leaving US$57.0 million (about SGD73.3 million) payable to Singapore authorities, with provisions already made in FY2025 accounts and no stated material impact on net earnings or net tangible asset per share for FY2026 (Regulatory authority announcement).
Aggiornamento narrativa • Apr 26

5E2: FSRU Contract Wins And Deliveries Will Support Future Upside Potential

Analysts have slightly increased their price target for Seatrium to reflect a marginally adjusted fair value estimate of SGD 2.78, along with a small change in the assumed future P/E multiple and discount rate. What's in the News Seatrium secured a new contract from Karpowership to convert an LNG carrier into a Floating Storage Regasification Unit, described as Karpowership’s first high capacity FSRU with regasification of up to 600 million standard cubic feet per day, and bringing Seatrium’s FSRU and FSU conversion track record to 23 completed projects (Key Developments).
Aggiornamento narrativa • Apr 11

5E2: FSRU Expansion And Offshore Wind Deliveries Will Support Future Upside Potential

Analysts have inched up their Seatrium price target from SGD2.73 to SGD2.78, reflecting refreshed assumptions around discount rate, revenue growth, profit margin and future P/E, without a clear consensus shift in one single driver. What's in the News Seatrium secured a new contract from Karpowership to convert an LNG carrier into a Floating Storage Regasification Unit, described as Karpowership’s first high capacity FSRU with planned regasification of up to 600 million standard cubic feet per day, with work scheduled to start in the third quarter of 2026 (Client announcement).
Articolo di analisi • Mar 30

We Think That There Are Issues Underlying Seatrium's (SGX:5E2) Earnings

Seatrium Limited's ( SGX:5E2 ) robust earnings report didn't manage to move the market for its stock. Our analysis...
Aggiornamento narrativa • Mar 28

5E2: FSRU Conversions And Offshore Wind Vessel Deliveries Will Support Earnings Resilience

Analysts have slightly raised their fair value estimate for Seatrium from SGD2.69 to SGD2.73, citing updated assumptions on revenue contraction, profit margins, and future P/E that result in a modestly higher price target. What's in the News New contract from Karpowership for conversion of a Floating Storage Regasification Unit, building on an earlier letter of intent covering multiple LNG carriers and Powership integrations and marking the eighth FSRU conversion project for this customer (Client announcement) Completion and delivery of the FSRU LNGT Powership Oceania, bringing Seatrium's total FSRU and FSU conversion track record to 23 projects (Client announcement) Successful delivery of a next generation Wind Turbine Installation Vessel for Maersk Offshore Wind, equipped with a 1,900 tonne main crane and feeder based installation design, targeting 15+ MW class turbines and US Jones Act compliant deployment (Client announcement) The Wind Turbine Installation Vessel is scheduled to sail in March 2026 for its first assignment at the Empire Wind project offshore New York, with Seatrium reporting zero Lost Time Injuries during construction (Client announcement) Announcement of an annual dividend of SGD0.0300 per share, payable on May 18, 2026, with ex date on May 5, 2026 and record date on May 6, 2026 (Dividend announcement) Valuation Changes Fair Value: revised from SGD2.69 to SGD2.73, a slight increase in the modelled estimate.
Aggiornamento narrativa • Mar 13

5E2: FSRU Conversions And Offshore Wind Deliveries Will Support Long-Term Earnings Resilience

Analysts have made a small upward adjustment to their Seatrium fair value estimate, with the price target moving from about SGD2.69 to roughly SGD2.69 as they factor in a slightly lower discount rate and fine tune assumptions on revenue growth, profit margins and future P/E. What's in the News Seatrium secured a new contract from Karpowership to convert a Floating Storage Regasification Unit, progressing an earlier letter of intent and adding to the company’s track record in FSRU and FSU conversion projects (Client Announcements).
Aggiornamento narrativa • Feb 27

5E2: German Offshore Grid Contract Will Support Long-Term Earnings Resilience

Analysts have inched up their SGD fair value estimate for Seatrium from SGD2.66 to SGD2.69 as they factor in slightly lower discount rates, along with more cautious assumptions on revenue trends, profit margins and future P/E levels. What's in the News GE Vernova and Seatrium consortium awarded a contract by TenneT for BalWin5, a 2.2-gigawatt offshore HVDC grid connection linking German North Sea wind farms to the onshore grid (Key Developments).
Nuova narrativa • Feb 26

Series Build Dependence And Order Risk Will Weigh On Long Term Earnings Visibility

Catalysts About Seatrium Seatrium is an engineering group focused on large offshore energy infrastructure, including FPSOs, offshore wind platforms and related conversion projects. What are the underlying business or industry changes driving this perspective?
Aggiornamento narrativa • Feb 13

5E2: Offshore Mega Projects Will Support Long-Term Earnings Resilience

Analysts have reduced their fair value estimate for Seatrium from SGD2.73 to SGD2.66, reflecting updated assumptions around revenue growth, profit margins, discount rate and future P/E multiples. What's in the News GE Vernova and Seatrium consortium secured a contract from TenneT for the BalWin5 2.2 GW offshore HVDC grid connection in the German North Sea, intended to transmit power from offshore wind farms to the onshore grid and support Germany's energy transition goals.
Aggiornamento narrativa • Jan 30

5E2: Offshore Energy Contracts Will Support Long-Term Earnings Resilience

Analysts have modestly adjusted their price target on Seatrium, reflecting slight tweaks to the discount rate, revenue growth expectations, profit margin outlook and forward P/E assumptions, while keeping their fair value estimate broadly unchanged at about $2.73. What's in the News GE Vernova and Seatrium secured a consortium contract from TenneT for the BalWin5 2.2 GW offshore HVDC grid connection in the German North Sea, intended to transmit electricity from offshore wind farms to Germany's onshore network and support the country's energy transition goals (Key Developments).
Aggiornamento narrativa • Jan 16

5E2: Offshore Contracts Will Support Long-Term Earnings Resilience

Analysts have trimmed their price target for Seatrium, citing slightly higher required returns and softer assumptions for revenue and margins. Together, these factors point to a fair value revision from about S$2.82 to roughly S$2.73 per share.
Articolo di analisi • Nov 14

Seatrium (SGX:5E2) Might Have The Makings Of A Multi-Bagger

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
Articolo di analisi • Oct 28

What Seatrium Limited's (SGX:5E2) P/S Is Not Telling You

With a median price-to-sales (or "P/S") ratio of close to 0.7x in the Machinery industry in Singapore, you could be...
Aggiornamento narrativa • Sep 25

Offshore Wind And Decarbonization Will Elevate Clean Energy

Despite a notable downgrade in revenue growth forecasts and a higher future P/E multiple, analysts have modestly raised Seatrium’s fair value target from SGD2.76 to SGD2.82. What's in the News Seatrium's appeal for an injunction to restrain payment under a USD 126.6 million standby letter of credit was dismissed; payment will be made, but no adverse financial impact is expected as provisions were already made.
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Nuova narrativa • Feb 23

Operational Excellence And Green Initiatives Will Drive Future Success

Seatrium's diversification into green technologies positions it to benefit from the energy transition and boost revenue from new markets.

Previsioni di crescita degli utili e dei ricavi

SGX:5E2 - Stime future degli analisti e dati finanziari passati (SGD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20289,0525479028838
12/31/20279,95553890183010
12/31/202610,85456093895710
6/30/202611,72355240183N/A
3/31/202611,59743830163N/A
12/31/202511,47232420142N/A
9/30/202511,027294543637N/A
6/30/202510,5832651,0671,132N/A
3/31/20259,907211531615N/A
12/31/20249,231157-497N/A
9/30/20248,826-780-220-102N/A
6/30/20248,421-1,716-435-301N/A
3/31/20247,856-1,86725150N/A
12/31/20237,291-2,017484601N/A
9/30/20235,515-1,200507600N/A
6/30/20233,738-383530599N/A
3/31/20232,842-322770819N/A
12/31/20221,947-2611,0101,039N/A
9/30/20222,030-464348379N/A
6/30/20222,113-666-314-281N/A
3/31/20221,988-918-476-435N/A
12/31/20211,862-1,171-637-589N/A
9/30/20211,655-1,104-663-609N/A
6/30/20211,448-1,038-689-630N/A
3/31/20211,479-810-765-690N/A
12/31/20201,510-583-842-750N/A
9/30/20201,832-465-833-715N/A
6/30/20202,247-322-860-691N/A
3/31/20202,525-235N/A-357N/A
12/31/20192,883-137N/A-296N/A
9/30/20193,172-54N/A-33N/A
6/30/20193,622-31N/A179N/A
3/31/20194,518-78N/A-177N/A
12/31/20184,888-74N/A-170N/A
9/30/20184,88637N/A385N/A
6/30/20184,448168N/A308N/A
3/31/20183,470228N/A143N/A
12/31/20173,035260N/A50N/A
9/30/20172,953177N/A-643N/A
6/30/20173,11255N/A277N/A
3/31/20173,37261N/A554N/A
12/31/20163,54579N/A569N/A
9/30/20164,042-492N/A141N/A
6/30/20164,284-438N/A-624N/A
3/31/20164,583-341N/A-1,012N/A
12/31/20154,968-290N/A-989N/A
9/30/20155,086421N/A-772N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di 5E2 ( 2% all'anno) è inferiore al tasso di risparmio ( 2.6% ).

Guadagni vs Mercato: Si prevede che gli utili di 5E2 ( 2% all'anno) cresceranno più lentamente rispetto al mercato SG ( 7.8% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di 5E2 cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che i ricavi di 5E2 diminuiranno nei prossimi 3 anni ( -8.7% all'anno).

Ricavi ad alta crescita: Si prevede che i ricavi di 5E2 diminuiranno nei prossimi 3 anni ( -8.7% all'anno).

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di 5E2 sarà basso tra 3 anni ( 7.2 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/24 12:14
Prezzo dell'azione a fine giornata2026/08/24 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Seatrium Limited è coperta da 26 analisti. 10 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Khir GohAmInvestment Bank Berhad
Clement ChenBarclays
Nathan GeeBofA Global Research