View ValuationBlumar 将来の成長Future 基準チェック /06現在、 Blumarの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Food 収益成長19.0%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesNew Risk • Jun 04New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.8% Last year net profit margin: 6.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risk Profit margins are more than 30% lower than last year (0.8% net profit margin).Board Change • May 18Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Director Armando Valdivieso Montes was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Apr 17No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. Director Armando Valdivieso Montes was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 31Full year 2025 earnings releasedFull year 2025 results: Revenue: US$712.8m (up 15% from FY 2024). Net income: US$18.1m (up 1.4% from FY 2024). Profit margin: 2.5% (down from 2.9% in FY 2024). The decrease in margin was driven by higher expenses.分析記事 • Jan 07Blumar S.A. (SNSE:BLUMAR) Stocks Shoot Up 26% But Its P/S Still Looks ReasonableDespite an already strong run, Blumar S.A. ( SNSE:BLUMAR ) shares have been powering on, with a gain of 26% in the last...分析記事 • Dec 18Does Blumar (SNSE:BLUMAR) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Dec 02Third quarter 2025 earnings released: US$0.003 loss per share (vs US$0 in 3Q 2024)Third quarter 2025 results: US$0.003 loss per share (further deteriorated from US$0 in 3Q 2024). Revenue: US$164.0m (up 19% from 3Q 2024). Net loss: US$5.34m (down US$5.90m from profit in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Reported Earnings • Sep 01Second quarter 2025 earnings released: EPS: US$0.001 (vs US$0.005 in 2Q 2024)Second quarter 2025 results: EPS: US$0.001 (down from US$0.005 in 2Q 2024). Revenue: US$195.4m (up 22% from 2Q 2024). Net income: US$2.02m (down 73% from 2Q 2024). Profit margin: 1.0% (down from 4.6% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Board Change • Jul 09No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. Director Armando Valdivieso Montes was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Jun 02First quarter 2025 earnings released: EPS: US$0.017 (vs US$0.001 loss in 1Q 2024)First quarter 2025 results: EPS: US$0.017 (up from US$0.001 loss in 1Q 2024). Revenue: US$209.3m (up 50% from 1Q 2024). Net income: US$28.0m (up US$29.9m from 1Q 2024). Profit margin: 13% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.New Risk • Apr 13New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.7x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.お知らせ • Mar 28Blumar S.A., Annual General Meeting, Apr 29, 2025Blumar S.A., Annual General Meeting, Apr 29, 2025. Location: valparaiso room of the best western hotel, premier marina las condes, alonso de cordova 5727 second floor, commune of las condes, santiago ChileBoard Change • Dec 23No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. Director Armando Valdivieso Montes was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Dec 01Third quarter 2024 earnings released: EPS: US$0 (vs US$0.003 loss in 3Q 2023)Third quarter 2024 results: EPS: US$0 (improved from US$0.003 loss in 3Q 2023). Revenue: US$138.2m (down 9.4% from 3Q 2023). Net income: US$561.0k (up US$5.36m from 3Q 2023). Profit margin: 0.4% (up from net loss in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Reported Earnings • Sep 01Second quarter 2024 earnings released: EPS: US$0.005 (vs US$0.012 in 2Q 2023)Second quarter 2024 results: EPS: US$0.005 (down from US$0.012 in 2Q 2023). Revenue: US$160.5m (down 22% from 2Q 2023). Net income: US$7.37m (down 63% from 2Q 2023). Profit margin: 4.6% (down from 9.6% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Reported Earnings • Jun 05First quarter 2024 earnings released: US$0.001 loss per share (vs US$0.009 profit in 1Q 2023)First quarter 2024 results: US$0.001 loss per share (down from US$0.009 profit in 1Q 2023). Revenue: US$140.0m (down 23% from 1Q 2023). Net loss: US$1.82m (down 113% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.分析記事 • Apr 03Some May Be Optimistic About Blumar's (SNSE:BLUMAR) EarningsSoft earnings didn't appear to concern Blumar S.A.'s ( SNSE:BLUMAR ) shareholders over the last week. We think that the...New Risk • Mar 31New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 37% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.6x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.9% net profit margin).Reported Earnings • Mar 28Full year 2023 earnings released: EPS: US$0.008 (vs US$0.039 in FY 2022)Full year 2023 results: EPS: US$0.008 (down from US$0.039 in FY 2022). Revenue: US$674.4m (up 2.2% from FY 2022). Net income: US$13.1m (down 79% from FY 2022). Profit margin: 1.9% (down from 9.6% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.New Risk • Feb 11New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.8x net interest cover). Minor Risk Profit margins are more than 30% lower than last year (3.8% net profit margin).Reported Earnings • Dec 01Third quarter 2023 earnings released: US$0.003 loss per share (vs US$0.014 profit in 3Q 2022)Third quarter 2023 results: US$0.003 loss per share (down from US$0.014 profit in 3Q 2022). Revenue: US$152.5m (down 15% from 3Q 2022). Net loss: US$4.80m (down 122% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.New Risk • Aug 31New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (170% cash payout ratio). Profit margins are more than 30% lower than last year (7.5% net profit margin).Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: US$0.012 (vs US$0.012 in 2Q 2022)Second quarter 2023 results: EPS: US$0.012 (in line with 2Q 2022). Revenue: US$206.8m (up 11% from 2Q 2022). Net income: US$19.9m (down 25% from 2Q 2022). Profit margin: 9.6% (down from 14% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jun 06First quarter 2023 earnings released: EPS: US$0.009 (vs US$0.011 in 1Q 2022)First quarter 2023 results: EPS: US$0.009 (down from US$0.011 in 1Q 2022). Revenue: US$182.4m (up 23% from 1Q 2022). Net income: US$14.2m (down 19% from 1Q 2022). Profit margin: 7.8% (down from 12% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 01Full year 2022 earnings released: EPS: US$0.039 (vs US$0.03 in FY 2021)Full year 2022 results: EPS: US$0.039 (up from US$0.03 in FY 2021). Revenue: US$659.8m (up 5.3% from FY 2021). Net income: US$63.5m (up 31% from FY 2021). Profit margin: 9.6% (up from 7.8% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Dec 15Upcoming dividend of US$0.012 per shareEligible shareholders must have bought the stock before 22 December 2022. Payment date: 27 December 2022. Payout ratio is a comfortable 12% but the company is paying out more than the cash it is generating. Trailing yield: 5.1%. Lower than top quartile of Chilean dividend payers (13%). Lower than average of industry peers (6.7%).Reported Earnings • Dec 01Third quarter 2022 earnings released: EPS: US$0.026 (vs US$0.003 in 3Q 2021)Third quarter 2022 results: EPS: US$0.026 (up from US$0.003 in 3Q 2021). Revenue: US$178.9m (up 12% from 3Q 2021). Net income: US$22.3m (up 387% from 3Q 2021). Profit margin: 13% (up from 2.9% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. First Vice President of the Board Juan Ignacio Tagle was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Sep 03Second quarter 2022 earnings released: EPS: US$0.012 (vs US$0.013 in 2Q 2021)Second quarter 2022 results: EPS: US$0.012. Revenue: US$187.1m (down 4.7% from 2Q 2021). Net income: US$26.6m (up 30% from 2Q 2021). Profit margin: 14% (up from 11% in 2Q 2021). The increase in margin was driven by lower expenses.Board Change • Apr 26No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. First Vice President of the Board Juan Vinagre Tagle was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Mar 21Blumar (SNSE:BLUMAR) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Nov 25Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: US$0.003 (up from US$0.009 loss in 3Q 2020). Revenue: US$159.9m (up 38% from 3Q 2020). Net income: US$4.58m (up US$17.9m from 3Q 2020). Profit margin: 2.9% (up from net loss in 3Q 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.分析記事 • Oct 26Slowing Rates Of Return At Blumar (SNSE:BLUMAR) Leave Little Room For ExcitementWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • Sep 02We Think Blumar's (SNSE:BLUMAR) Robust Earnings Are ConservativeInvestors were underwhelmed by the solid earnings posted by Blumar S.A. ( SNSE:BLUMAR ) recently. We have done some...Reported Earnings • Mar 29Full year 2020 earnings released: US$0.032 loss per share (vs US$0.009 profit in FY 2019)The company reported a soft full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: US$463.7m (up 19% from FY 2019). Net loss: US$51.5m (down US$63.9m from profit in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 102 percentage points per year, which is a significant difference in performance.分析記事 • Mar 04Is Blumar (SNSE:BLUMAR) Weighed On By Its Debt Load?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Is New 90 Day High Low • Mar 03New 90-day high: CL$228The company is up 35% from its price of CL$169 on 02 December 2020. The Chilean market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Food industry, which is up 9.0% over the same period.Is New 90 Day High Low • Jan 19New 90-day high: CL$209The company is up 23% from its price of CL$170 on 21 October 2020. The Chilean market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Food industry, which is up 8.0% over the same period.分析記事 • Jan 11Did You Participate In Any Of Blumar's (SNSE:BLUMAR) Fantastic 164% Return ?The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But when you pick a company...Is New 90 Day High Low • Dec 24New 90-day high: CL$181The company is up 8.0% from its price of CL$168 on 24 September 2020. The Chilean market is up 9.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Food industry, which is up 1.0% over the same period.Is New 90 Day High Low • Dec 03New 90-day low: CL$167The company is down 4.0% from its price of CL$173 on 04 September 2020. The Chilean market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Food industry, which is down 2.0% over the same period.分析記事 • Nov 18Is Blumar (SNSE:BLUMAR) Using Debt Sensibly?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Nov 12Third quarter 2020 earnings released: US$0.009 loss per shareThe company reported a soft third quarter result with weaker earnings and control over expenses, although revenues were improved. Third quarter 2020 results: Revenue: US$115.9m (up 25% from 3Q 2019). Net loss: US$13.3m (down 299% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 72% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Blumar は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測SNSE:BLUMAR - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/202669662970N/A12/31/202571318542N/A9/30/202574836-235N/A6/30/202572242-2310N/A3/31/202568748-2413N/A12/31/202461818-635N/A9/30/2024572-10-309N/A6/30/2024586-151452N/A3/31/2024632-31246N/A12/31/202367413-432N/A9/30/2023688265187N/A6/30/2023714531351N/A3/31/2023694602261N/A12/31/2022660645793N/A9/30/2022651861150N/A6/30/2022632692165N/A3/31/202264163-537N/A12/31/202162649-1824N/A9/30/202159421-2511N/A6/30/20215504-353N/A3/31/2021481-48-3112N/A12/31/2020464-52-62-13N/A9/30/2020448-45-2626N/A6/30/2020425-30-3819N/A3/31/202039710-88-17N/A12/31/201939112N/A11N/A9/30/201942613N/A13N/A6/30/201946222N/A53N/A3/31/201949950N/A87N/A12/31/201850364N/A79N/A9/30/201845471N/A73N/A6/30/201840464N/A33N/A3/31/201834938N/A24N/A12/31/201732926N/A46N/A9/30/201734540N/A53N/A6/30/201735947N/A84N/A3/31/201738940N/A86N/A12/31/201638444N/A44N/A9/30/201637217N/A30N/A6/30/20163540N/A2N/A3/31/2016330-1N/A-8N/A12/31/2015326-8N/A8N/A9/30/2015344-15N/A27N/A6/30/2015367-3N/A53N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: BLUMARの予測収益成長が 貯蓄率 ( 5.7% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: BLUMARの収益がCL市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: BLUMARの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: BLUMARの収益がCL市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: BLUMARの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: BLUMARの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YFood-beverage-tobacco 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/25 02:05終値2026/06/23 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Blumar S.A. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
New Risk • Jun 04New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.8% Last year net profit margin: 6.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risk Profit margins are more than 30% lower than last year (0.8% net profit margin).
Board Change • May 18Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Director Armando Valdivieso Montes was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Apr 17No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. Director Armando Valdivieso Montes was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 31Full year 2025 earnings releasedFull year 2025 results: Revenue: US$712.8m (up 15% from FY 2024). Net income: US$18.1m (up 1.4% from FY 2024). Profit margin: 2.5% (down from 2.9% in FY 2024). The decrease in margin was driven by higher expenses.
分析記事 • Jan 07Blumar S.A. (SNSE:BLUMAR) Stocks Shoot Up 26% But Its P/S Still Looks ReasonableDespite an already strong run, Blumar S.A. ( SNSE:BLUMAR ) shares have been powering on, with a gain of 26% in the last...
分析記事 • Dec 18Does Blumar (SNSE:BLUMAR) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Dec 02Third quarter 2025 earnings released: US$0.003 loss per share (vs US$0 in 3Q 2024)Third quarter 2025 results: US$0.003 loss per share (further deteriorated from US$0 in 3Q 2024). Revenue: US$164.0m (up 19% from 3Q 2024). Net loss: US$5.34m (down US$5.90m from profit in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Reported Earnings • Sep 01Second quarter 2025 earnings released: EPS: US$0.001 (vs US$0.005 in 2Q 2024)Second quarter 2025 results: EPS: US$0.001 (down from US$0.005 in 2Q 2024). Revenue: US$195.4m (up 22% from 2Q 2024). Net income: US$2.02m (down 73% from 2Q 2024). Profit margin: 1.0% (down from 4.6% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Board Change • Jul 09No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. Director Armando Valdivieso Montes was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jun 02First quarter 2025 earnings released: EPS: US$0.017 (vs US$0.001 loss in 1Q 2024)First quarter 2025 results: EPS: US$0.017 (up from US$0.001 loss in 1Q 2024). Revenue: US$209.3m (up 50% from 1Q 2024). Net income: US$28.0m (up US$29.9m from 1Q 2024). Profit margin: 13% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
New Risk • Apr 13New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.7x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
お知らせ • Mar 28Blumar S.A., Annual General Meeting, Apr 29, 2025Blumar S.A., Annual General Meeting, Apr 29, 2025. Location: valparaiso room of the best western hotel, premier marina las condes, alonso de cordova 5727 second floor, commune of las condes, santiago Chile
Board Change • Dec 23No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. Director Armando Valdivieso Montes was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Dec 01Third quarter 2024 earnings released: EPS: US$0 (vs US$0.003 loss in 3Q 2023)Third quarter 2024 results: EPS: US$0 (improved from US$0.003 loss in 3Q 2023). Revenue: US$138.2m (down 9.4% from 3Q 2023). Net income: US$561.0k (up US$5.36m from 3Q 2023). Profit margin: 0.4% (up from net loss in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Reported Earnings • Sep 01Second quarter 2024 earnings released: EPS: US$0.005 (vs US$0.012 in 2Q 2023)Second quarter 2024 results: EPS: US$0.005 (down from US$0.012 in 2Q 2023). Revenue: US$160.5m (down 22% from 2Q 2023). Net income: US$7.37m (down 63% from 2Q 2023). Profit margin: 4.6% (down from 9.6% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jun 05First quarter 2024 earnings released: US$0.001 loss per share (vs US$0.009 profit in 1Q 2023)First quarter 2024 results: US$0.001 loss per share (down from US$0.009 profit in 1Q 2023). Revenue: US$140.0m (down 23% from 1Q 2023). Net loss: US$1.82m (down 113% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
分析記事 • Apr 03Some May Be Optimistic About Blumar's (SNSE:BLUMAR) EarningsSoft earnings didn't appear to concern Blumar S.A.'s ( SNSE:BLUMAR ) shareholders over the last week. We think that the...
New Risk • Mar 31New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 37% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.6x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.9% net profit margin).
Reported Earnings • Mar 28Full year 2023 earnings released: EPS: US$0.008 (vs US$0.039 in FY 2022)Full year 2023 results: EPS: US$0.008 (down from US$0.039 in FY 2022). Revenue: US$674.4m (up 2.2% from FY 2022). Net income: US$13.1m (down 79% from FY 2022). Profit margin: 1.9% (down from 9.6% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
New Risk • Feb 11New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.8x net interest cover). Minor Risk Profit margins are more than 30% lower than last year (3.8% net profit margin).
Reported Earnings • Dec 01Third quarter 2023 earnings released: US$0.003 loss per share (vs US$0.014 profit in 3Q 2022)Third quarter 2023 results: US$0.003 loss per share (down from US$0.014 profit in 3Q 2022). Revenue: US$152.5m (down 15% from 3Q 2022). Net loss: US$4.80m (down 122% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
New Risk • Aug 31New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (170% cash payout ratio). Profit margins are more than 30% lower than last year (7.5% net profit margin).
Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: US$0.012 (vs US$0.012 in 2Q 2022)Second quarter 2023 results: EPS: US$0.012 (in line with 2Q 2022). Revenue: US$206.8m (up 11% from 2Q 2022). Net income: US$19.9m (down 25% from 2Q 2022). Profit margin: 9.6% (down from 14% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jun 06First quarter 2023 earnings released: EPS: US$0.009 (vs US$0.011 in 1Q 2022)First quarter 2023 results: EPS: US$0.009 (down from US$0.011 in 1Q 2022). Revenue: US$182.4m (up 23% from 1Q 2022). Net income: US$14.2m (down 19% from 1Q 2022). Profit margin: 7.8% (down from 12% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 01Full year 2022 earnings released: EPS: US$0.039 (vs US$0.03 in FY 2021)Full year 2022 results: EPS: US$0.039 (up from US$0.03 in FY 2021). Revenue: US$659.8m (up 5.3% from FY 2021). Net income: US$63.5m (up 31% from FY 2021). Profit margin: 9.6% (up from 7.8% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Dec 15Upcoming dividend of US$0.012 per shareEligible shareholders must have bought the stock before 22 December 2022. Payment date: 27 December 2022. Payout ratio is a comfortable 12% but the company is paying out more than the cash it is generating. Trailing yield: 5.1%. Lower than top quartile of Chilean dividend payers (13%). Lower than average of industry peers (6.7%).
Reported Earnings • Dec 01Third quarter 2022 earnings released: EPS: US$0.026 (vs US$0.003 in 3Q 2021)Third quarter 2022 results: EPS: US$0.026 (up from US$0.003 in 3Q 2021). Revenue: US$178.9m (up 12% from 3Q 2021). Net income: US$22.3m (up 387% from 3Q 2021). Profit margin: 13% (up from 2.9% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. First Vice President of the Board Juan Ignacio Tagle was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Sep 03Second quarter 2022 earnings released: EPS: US$0.012 (vs US$0.013 in 2Q 2021)Second quarter 2022 results: EPS: US$0.012. Revenue: US$187.1m (down 4.7% from 2Q 2021). Net income: US$26.6m (up 30% from 2Q 2021). Profit margin: 14% (up from 11% in 2Q 2021). The increase in margin was driven by lower expenses.
Board Change • Apr 26No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. First Vice President of the Board Juan Vinagre Tagle was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Mar 21Blumar (SNSE:BLUMAR) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Nov 25Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: US$0.003 (up from US$0.009 loss in 3Q 2020). Revenue: US$159.9m (up 38% from 3Q 2020). Net income: US$4.58m (up US$17.9m from 3Q 2020). Profit margin: 2.9% (up from net loss in 3Q 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.
分析記事 • Oct 26Slowing Rates Of Return At Blumar (SNSE:BLUMAR) Leave Little Room For ExcitementWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 • Sep 02We Think Blumar's (SNSE:BLUMAR) Robust Earnings Are ConservativeInvestors were underwhelmed by the solid earnings posted by Blumar S.A. ( SNSE:BLUMAR ) recently. We have done some...
Reported Earnings • Mar 29Full year 2020 earnings released: US$0.032 loss per share (vs US$0.009 profit in FY 2019)The company reported a soft full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: US$463.7m (up 19% from FY 2019). Net loss: US$51.5m (down US$63.9m from profit in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 102 percentage points per year, which is a significant difference in performance.
分析記事 • Mar 04Is Blumar (SNSE:BLUMAR) Weighed On By Its Debt Load?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Is New 90 Day High Low • Mar 03New 90-day high: CL$228The company is up 35% from its price of CL$169 on 02 December 2020. The Chilean market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Food industry, which is up 9.0% over the same period.
Is New 90 Day High Low • Jan 19New 90-day high: CL$209The company is up 23% from its price of CL$170 on 21 October 2020. The Chilean market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Food industry, which is up 8.0% over the same period.
分析記事 • Jan 11Did You Participate In Any Of Blumar's (SNSE:BLUMAR) Fantastic 164% Return ?The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But when you pick a company...
Is New 90 Day High Low • Dec 24New 90-day high: CL$181The company is up 8.0% from its price of CL$168 on 24 September 2020. The Chilean market is up 9.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Food industry, which is up 1.0% over the same period.
Is New 90 Day High Low • Dec 03New 90-day low: CL$167The company is down 4.0% from its price of CL$173 on 04 September 2020. The Chilean market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Food industry, which is down 2.0% over the same period.
分析記事 • Nov 18Is Blumar (SNSE:BLUMAR) Using Debt Sensibly?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Nov 12Third quarter 2020 earnings released: US$0.009 loss per shareThe company reported a soft third quarter result with weaker earnings and control over expenses, although revenues were improved. Third quarter 2020 results: Revenue: US$115.9m (up 25% from 3Q 2019). Net loss: US$13.3m (down 299% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 72% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.