View ValuationAlamtri Resources Indonesia 将来の成長Future 基準チェック /46Alamtri Resources Indonesia利益と収益がそれぞれ年間18%と23.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に14% 16%なると予測されています。主要情報18.0%収益成長率16.03%EPS成長率Oil and Gas 収益成長6.3%収益成長率23.7%将来の株主資本利益率14.04%アナリストカバレッジGood最終更新日08 May 2026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 updatesBoard Change • May 20No independent directorsThere are 3 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 new directors. 3 experienced directors. 3 highly experienced directors. No independent directors (3 non-independent directors). President Commissioner Edwin Soeryadjaya is the most experienced director on the board, commencing their role in 2008. Independent Commissioner Budi Bowoleksono was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.お知らせ • Mar 12+ 1 more updatePT Alamtri Resources Indonesia Tbk, Annual General Meeting, Apr 17, 2026PT Alamtri Resources Indonesia Tbk, Annual General Meeting, Apr 17, 2026.Board Change • Dec 30No independent directorsThere are 3 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 new directors. 3 experienced directors. 3 highly experienced directors. No independent directors (3 non-independent directors). President Commissioner Edwin Soeryadjaya is the most experienced director on the board, commencing their role in 2008. Independent Commissioner Budi Bowoleksono was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.Reported Earnings • Aug 31Second quarter 2025 earnings released: EPS: US$0.003 (vs US$0.013 in 2Q 2024)Second quarter 2025 results: EPS: US$0.003 (down from US$0.013 in 2Q 2024). Revenue: US$476.1m (down 69% from 2Q 2024). Net income: US$98.2m (down 76% from 2Q 2024). Profit margin: 21% (down from 26% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 41% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 50 percentage points per year, which is a significant difference in performance.Board Change • Aug 18No independent directorsThere are 3 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 new directors. 3 experienced directors. 3 highly experienced directors. No independent directors (3 non-independent directors). President Commissioner Edwin Soeryadjaya is the most experienced director on the board, commencing their role in 2008. Independent Commissioner Budi Bowoleksono was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.お知らせ • Apr 10PT Alamtri Resources Indonesia Tbk (IDX:ADRO) announces an Equity Buyback for IDR 4,000,000 million worth of its shares.PT Alamtri Resources Indonesia Tbk (IDX:ADRO) announces a share repurchase program. Under the program, the company will repurchase up to IDR 4,000,000 million worth of its shares. The repurchase program is subject to annual general meeting's approval. The repurchase program is valid for 12 months.お知らせ • Apr 09PT Alamtri Resources Indonesia Tbk, Annual General Meeting, May 15, 2025PT Alamtri Resources Indonesia Tbk, Annual General Meeting, May 15, 2025.Board Change • Dec 30No 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. 6 non-independent directors. Independent Commissioner Budi Bowoleksono was the last independent director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$0.013 (vs US$0.011 in 3Q 2023)Third quarter 2024 results: EPS: US$0.013 (up from US$0.011 in 3Q 2023). Revenue: US$1.48b (down 1.5% from 3Q 2023). Net income: US$404.2m (up 17% from 3Q 2023). Profit margin: 27% (up from 23% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to decline by 3.2% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 07Banks Reportedly Tapped for Kestrel SaleEMR Capital Pty. Ltd. is understood to have hired Bank of America and Macquarie Capital for a sale of its USD 3 billion plus Kestrel coal mine that could come on the market as soon as this year. The asset is likely to come up for sale after the conclusion of the USD 4 billion Anglo American sale process for Queensland coal mines, capitalising on its strong sale momentum and offering underbidders the opportunity to secure another top-quality asset in the sector. Kestrel is the underground coking or metallurgical coal mine, producing about 7.1 million tonnes of coal annually which is used to make steel worldwide. It is located in Queensland's Bowen Basin, 51km northeast of Emerald, and was purchased from Adaro Energy by the Owen Hegarty-chaired EMR Capital in 2018 for USD 2.25 billion. Although EMR Capital owns 52%, PT Adaro Energy Indonesia Tbk (IDX:ADRO) owns the remainder and has pre-emptive rights to buy out EMR's stake should it opt not to divest its interest. The sale comes after BHP also offloaded its Daunia and Blackwater coal mines to Whitehaven Coal last year in a deal worth USD 3.2 billion, while South32 last year sold its Illawarra Coal mine to Golden Energy Resources and M Resources for USD 1.65 billion.お知らせ • Sep 13Adaro Energy Indonesia Intends to Sell Up to All of Its Stake in Adaro Andalan IndonesiaPT Adaro Energy Indonesia Tbk (IDX:ADRO) intended to sell up to all of the shares under its ownership in PT Adaro Andalan Indonesia.Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: US$0.013 (vs US$0.013 in 2Q 2023)Second quarter 2024 results: EPS: US$0.013 (in line with 2Q 2023). Revenue: US$1.53b (down 6.7% from 2Q 2023). Net income: US$404.4m (down 2.7% from 2Q 2023). Profit margin: 26% (up from 25% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is expected to fall by 4.6% p.a. on average during the next 3 years compared to a 1.1% decline forecast for the Oil and Gas industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Jun 12New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings are forecast to decline by an average of 25% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • May 01First quarter 2024 earnings released: EPS: US$0.012 (vs US$0.015 in 1Q 2023)First quarter 2024 results: EPS: US$0.012 (down from US$0.015 in 1Q 2023). Revenue: US$1.44b (down 22% from 1Q 2023). Net income: US$374.3m (down 18% from 1Q 2023). Profit margin: 26% (up from 25% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to decline by 9.2% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 10PT Adaro Energy Indonesia Tbk, Annual General Meeting, May 15, 2024PT Adaro Energy Indonesia Tbk, Annual General Meeting, May 15, 2024, at 02:00 Coordinated Universal Time.Buy Or Sell Opportunity • Mar 28Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.6% to €0.15. The fair value is estimated to be €0.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 39% over the last 3 years. Earnings per share has grown by 57%. For the next 3 years, revenue is forecast to decline by 12% per annum. Earnings are also forecast to decline by 30% per annum over the same time period.Buy Or Sell Opportunity • Mar 08Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €0.15. The fair value is estimated to be €0.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 39% over the last 3 years. Earnings per share has grown by 57%. For the next 3 years, revenue is forecast to decline by 13% per annum. Earnings are also forecast to decline by 33% per annum over the same time period.Reported Earnings • Mar 01Full year 2023 earnings released: EPS: US$0.053 (vs US$0.08 in FY 2022)Full year 2023 results: EPS: US$0.053 (down from US$0.08 in FY 2022). Revenue: US$6.52b (down 20% from FY 2022). Net income: US$1.64b (down 34% from FY 2022). Profit margin: 25% (down from 31% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to decline by 16% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: US$0.011 (vs US$0.022 in 3Q 2022)Third quarter 2023 results: EPS: US$0.011 (down from US$0.022 in 3Q 2022). Revenue: US$1.50b (down 37% from 3Q 2022). Net income: US$345.1m (down 50% from 3Q 2022). Profit margin: 23% (down from 29% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 15% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 2.8%. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 23Second quarter 2023 earnings released: EPS: US$0.013 (vs US$0.026 in 2Q 2022)Second quarter 2023 results: EPS: US$0.013 (down from US$0.026 in 2Q 2022). Revenue: US$1.64b (down 29% from 2Q 2022). Net income: US$415.8m (down 49% from 2Q 2022). Profit margin: 25% (down from 35% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 20% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 1.5%. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 03First quarter 2023 earnings released: EPS: US$0.015 (vs US$0.013 in 1Q 2022)First quarter 2023 results: EPS: US$0.015 (up from US$0.013 in 1Q 2022). Revenue: US$1.84b (up 50% from 1Q 2022). Net income: US$458.0m (up 14% from 1Q 2022). Profit margin: 25% (down from 33% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 14% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 1.6%. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 53% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 03Full year 2022 earnings released: EPS: US$0.08 (vs US$0.029 in FY 2021)Full year 2022 results: EPS: US$0.08 (up from US$0.029 in FY 2021). Revenue: US$8.10b (up 103% from FY 2021). Net income: US$2.49b (up 167% from FY 2021). Profit margin: 31% (up from 23% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 21% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 7.2%. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Dec 26Upcoming dividend of US$0.016 per shareEligible shareholders must have bought the stock before 02 January 2023. Payment date: 13 January 2023. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 8.5%. Within top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.2%).お知らせ • Dec 24PT Adaro Energy Indonesia Tbk Announces Interim Dividend, Payable on January 13, 2023PT Adaro Energy Indonesia Tbk announced a historically high interim dividend of $500 million or $0.016 per share resulting from record profitability through nine months of 2022. This represents an increase of 67% from the interim dividend of $300 million in 2021 and the highest-ever interim dividend at the Company. Cum dividend is December 30, 2022. Ex-dividend is January 2, 2023. Record date of shareholders entitled to interim cash dividends is January 3, 2023. Interim dividend payment is January 13, 2023.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. Independent Commissioner Budi Bowoleksono was the last independent director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 02Third quarter 2022 earnings released: EPS: US$0.022 (vs US$0.008 in 3Q 2021)Third quarter 2022 results: EPS: US$0.022 (up from US$0.008 in 3Q 2021). Revenue: US$2.37b (up 136% from 3Q 2021). Net income: US$690.7m (up 175% from 3Q 2021). Profit margin: 29% (up from 25% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is expected to fall by 16% p.a. on average during the next 3 years compared to a 4.5% decline forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 31Second quarter 2022 earnings released: EPS: US$0.026 (vs US$0.003 in 2Q 2021)Second quarter 2022 results: EPS: US$0.026 (up from US$0.003 in 2Q 2021). Revenue: US$2.32b (up 166% from 2Q 2021). Net income: US$812.6m (up US$714.4m from 2Q 2021). Profit margin: 35% (up from 11% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to stay flat compared to a 41% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 58% per year whereas the company’s share price has increased by 53% per year.Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: US$0.013 (vs US$0.002 in 1Q 2021)First quarter 2022 results: EPS: US$0.013 (up from US$0.002 in 1Q 2021). Revenue: US$1.22b (up 77% from 1Q 2021). Net income: US$400.1m (up 458% from 1Q 2021). Profit margin: 33% (up from 10% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 22%, compared to a 46% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Apr 27No 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. 6 non-independent directors. Independent Commissioner Budi Bowoleksono was the last independent director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Buying Opportunity • Mar 09Now 21% undervaluedOver the last 90 days, the stock is up 68%. The fair value is estimated to be US$0.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.1% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.Reported Earnings • Mar 04Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$0.029 (up from US$0.005 in FY 2020). Revenue: US$3.99b (up 57% from FY 2020). Net income: US$933.5m (up US$786.6m from FY 2020). Profit margin: 23% (up from 5.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 11%, compared to a 68% growth forecast for the oil industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 30% per year, which means it is well ahead of earnings.Reported Earnings • Dec 01Third quarter 2021 earnings: EPS in line with expectations, revenues disappointThird quarter 2021 results: EPS: US$0.008 (up from US$0.001 loss in 3Q 2020). Revenue: US$1.01b (up 70% from 3Q 2020). Net income: US$250.9m (up US$296.7m from 3Q 2020). Profit margin: 25% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 17%. Over the next year, revenue is forecast to grow 25%, compared to a 50% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Reported Earnings • Sep 01Second quarter 2021 earnings released: EPS US$0.003 (vs US$0.002 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$870.8m (up 42% from 2Q 2020). Net income: US$98.2m (up 73% from 2Q 2020). Profit margin: 11% (up from 9.3% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Reported Earnings • May 03First quarter 2021 earnings released: EPS US$0.002 (vs US$0.003 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$692.0m (down 7.8% from 1Q 2020). Net income: US$71.7m (down 27% from 1Q 2020). Profit margin: 10% (down from 13% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Mar 06Revenue misses expectationsRevenue missed analyst estimates by 4.3%. Over the next year, revenue is forecast to grow 19%, compared to a 31% growth forecast for the Oil and Gas industry in Germany.Reported Earnings • Mar 06Full year 2020 earnings released: EPS US$0.005 (vs US$0.013 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: US$2.53b (down 27% from FY 2019). Net income: US$146.9m (down 64% from FY 2019). Profit margin: 5.8% (down from 12% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Nov 04Revenue beats expectationsRevenue exceeded analyst estimates by 9.2%. Over the next year, revenue is forecast to grow 6.1%, compared to a 11% growth forecast for the Oil and Gas industry in Germany.Reported Earnings • Nov 04Third quarter 2020 earnings released: US$0.001 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: US$591.6m (down 33% from 3Q 2019). Net loss: US$45.7m (down 142% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 16% per year.業績と収益の成長予測DB:A64 - 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12/31/20284,141864N/A1,161512/31/20273,45876274923912/31/20263,18072838775063/31/20261,963499-97708N/A12/31/20251,874448-207594N/A9/30/20251,878300-1,637-819N/A6/30/20251,883417-1,174-365N/A3/31/20251,969460-864-73N/A12/31/20242,079461-502335N/A9/30/2024-1,297-3161,1551,900N/A6/30/2024-290-2151,4092,114N/A3/31/2024788601,3822,039N/A12/31/20232,1354405651,153N/A9/30/20237,1701,8091,1791,756N/A6/30/20238,0402,1542,0612,578N/A3/31/20238,7162,5512,7883,254N/A12/31/20228,1022,4933,4613,864N/A9/30/20227,3372,4163,1863,496N/A6/30/20225,9711,9762,1312,393N/A3/31/20224,5251,2621,3111,522N/A12/31/20213,9939331,2561,436N/A9/30/20213,149458818986N/A6/30/20212,735162606749N/A3/31/20212,476120563725N/A12/31/20202,535147559739N/A9/30/20202,758108378652N/A6/30/20203,045262405770N/A3/31/20203,361384413863N/A12/31/20193,457404N/A917N/A9/30/20193,607511N/A919N/A6/30/20193,785519N/A930N/A3/31/20193,702462N/A894N/A12/31/20183,620418N/A906N/A9/30/20183,486424N/A889N/A6/30/20183,319456N/A908N/A3/31/20183,296461N/A832N/A12/31/20173,258483N/A854N/A9/30/20173,185498N/A952N/A6/30/20172,898435N/A801N/A3/31/20172,664372N/A799N/A12/31/20162,524335N/A676N/A9/30/20162,351182N/A614N/A6/30/20162,462155N/A580N/A3/31/20162,560153N/A550N/A12/31/20152,684152N/A512N/A9/30/20152,930138N/A529N/A6/30/20153,031130N/A494N/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: A64の予測収益成長率 (年間18% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: A64の収益 ( 18% ) はGerman市場 ( 17.1% ) よりも速いペースで成長すると予測されています。高成長収益: A64の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: A64の収益 ( 23.7% ) German市場 ( 6.7% ) よりも速いペースで成長すると予測されています。高い収益成長: A64の収益 ( 23.7% ) 20%よりも速いペースで成長すると予測されています。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: A64の 自己資本利益率 は、3年後には低くなると予測されています ( 14 %)。成長企業の発掘7D1Y7D1Y7D1YEnergy 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2026/06/15 05:41終値2026/06/15 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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PT Alamtri Resources Indonesia Tbk 9 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。32 アナリスト機関Ephrem RaviBarclaysTansino Aulia LubisBofA Global ResearchSwati ChopraBofA Global Research29 その他のアナリストを表示
Board Change • May 20No independent directorsThere are 3 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 new directors. 3 experienced directors. 3 highly experienced directors. No independent directors (3 non-independent directors). President Commissioner Edwin Soeryadjaya is the most experienced director on the board, commencing their role in 2008. Independent Commissioner Budi Bowoleksono was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.
お知らせ • Mar 12+ 1 more updatePT Alamtri Resources Indonesia Tbk, Annual General Meeting, Apr 17, 2026PT Alamtri Resources Indonesia Tbk, Annual General Meeting, Apr 17, 2026.
Board Change • Dec 30No independent directorsThere are 3 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 new directors. 3 experienced directors. 3 highly experienced directors. No independent directors (3 non-independent directors). President Commissioner Edwin Soeryadjaya is the most experienced director on the board, commencing their role in 2008. Independent Commissioner Budi Bowoleksono was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.
Reported Earnings • Aug 31Second quarter 2025 earnings released: EPS: US$0.003 (vs US$0.013 in 2Q 2024)Second quarter 2025 results: EPS: US$0.003 (down from US$0.013 in 2Q 2024). Revenue: US$476.1m (down 69% from 2Q 2024). Net income: US$98.2m (down 76% from 2Q 2024). Profit margin: 21% (down from 26% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 41% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 50 percentage points per year, which is a significant difference in performance.
Board Change • Aug 18No independent directorsThere are 3 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 new directors. 3 experienced directors. 3 highly experienced directors. No independent directors (3 non-independent directors). President Commissioner Edwin Soeryadjaya is the most experienced director on the board, commencing their role in 2008. Independent Commissioner Budi Bowoleksono was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.
お知らせ • Apr 10PT Alamtri Resources Indonesia Tbk (IDX:ADRO) announces an Equity Buyback for IDR 4,000,000 million worth of its shares.PT Alamtri Resources Indonesia Tbk (IDX:ADRO) announces a share repurchase program. Under the program, the company will repurchase up to IDR 4,000,000 million worth of its shares. The repurchase program is subject to annual general meeting's approval. The repurchase program is valid for 12 months.
お知らせ • Apr 09PT Alamtri Resources Indonesia Tbk, Annual General Meeting, May 15, 2025PT Alamtri Resources Indonesia Tbk, Annual General Meeting, May 15, 2025.
Board Change • Dec 30No 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. 6 non-independent directors. Independent Commissioner Budi Bowoleksono was the last independent director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$0.013 (vs US$0.011 in 3Q 2023)Third quarter 2024 results: EPS: US$0.013 (up from US$0.011 in 3Q 2023). Revenue: US$1.48b (down 1.5% from 3Q 2023). Net income: US$404.2m (up 17% from 3Q 2023). Profit margin: 27% (up from 23% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to decline by 3.2% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 07Banks Reportedly Tapped for Kestrel SaleEMR Capital Pty. Ltd. is understood to have hired Bank of America and Macquarie Capital for a sale of its USD 3 billion plus Kestrel coal mine that could come on the market as soon as this year. The asset is likely to come up for sale after the conclusion of the USD 4 billion Anglo American sale process for Queensland coal mines, capitalising on its strong sale momentum and offering underbidders the opportunity to secure another top-quality asset in the sector. Kestrel is the underground coking or metallurgical coal mine, producing about 7.1 million tonnes of coal annually which is used to make steel worldwide. It is located in Queensland's Bowen Basin, 51km northeast of Emerald, and was purchased from Adaro Energy by the Owen Hegarty-chaired EMR Capital in 2018 for USD 2.25 billion. Although EMR Capital owns 52%, PT Adaro Energy Indonesia Tbk (IDX:ADRO) owns the remainder and has pre-emptive rights to buy out EMR's stake should it opt not to divest its interest. The sale comes after BHP also offloaded its Daunia and Blackwater coal mines to Whitehaven Coal last year in a deal worth USD 3.2 billion, while South32 last year sold its Illawarra Coal mine to Golden Energy Resources and M Resources for USD 1.65 billion.
お知らせ • Sep 13Adaro Energy Indonesia Intends to Sell Up to All of Its Stake in Adaro Andalan IndonesiaPT Adaro Energy Indonesia Tbk (IDX:ADRO) intended to sell up to all of the shares under its ownership in PT Adaro Andalan Indonesia.
Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: US$0.013 (vs US$0.013 in 2Q 2023)Second quarter 2024 results: EPS: US$0.013 (in line with 2Q 2023). Revenue: US$1.53b (down 6.7% from 2Q 2023). Net income: US$404.4m (down 2.7% from 2Q 2023). Profit margin: 26% (up from 25% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is expected to fall by 4.6% p.a. on average during the next 3 years compared to a 1.1% decline forecast for the Oil and Gas industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Jun 12New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings are forecast to decline by an average of 25% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • May 01First quarter 2024 earnings released: EPS: US$0.012 (vs US$0.015 in 1Q 2023)First quarter 2024 results: EPS: US$0.012 (down from US$0.015 in 1Q 2023). Revenue: US$1.44b (down 22% from 1Q 2023). Net income: US$374.3m (down 18% from 1Q 2023). Profit margin: 26% (up from 25% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to decline by 9.2% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 10PT Adaro Energy Indonesia Tbk, Annual General Meeting, May 15, 2024PT Adaro Energy Indonesia Tbk, Annual General Meeting, May 15, 2024, at 02:00 Coordinated Universal Time.
Buy Or Sell Opportunity • Mar 28Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.6% to €0.15. The fair value is estimated to be €0.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 39% over the last 3 years. Earnings per share has grown by 57%. For the next 3 years, revenue is forecast to decline by 12% per annum. Earnings are also forecast to decline by 30% per annum over the same time period.
Buy Or Sell Opportunity • Mar 08Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €0.15. The fair value is estimated to be €0.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 39% over the last 3 years. Earnings per share has grown by 57%. For the next 3 years, revenue is forecast to decline by 13% per annum. Earnings are also forecast to decline by 33% per annum over the same time period.
Reported Earnings • Mar 01Full year 2023 earnings released: EPS: US$0.053 (vs US$0.08 in FY 2022)Full year 2023 results: EPS: US$0.053 (down from US$0.08 in FY 2022). Revenue: US$6.52b (down 20% from FY 2022). Net income: US$1.64b (down 34% from FY 2022). Profit margin: 25% (down from 31% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to decline by 16% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: US$0.011 (vs US$0.022 in 3Q 2022)Third quarter 2023 results: EPS: US$0.011 (down from US$0.022 in 3Q 2022). Revenue: US$1.50b (down 37% from 3Q 2022). Net income: US$345.1m (down 50% from 3Q 2022). Profit margin: 23% (down from 29% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 15% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 2.8%. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 23Second quarter 2023 earnings released: EPS: US$0.013 (vs US$0.026 in 2Q 2022)Second quarter 2023 results: EPS: US$0.013 (down from US$0.026 in 2Q 2022). Revenue: US$1.64b (down 29% from 2Q 2022). Net income: US$415.8m (down 49% from 2Q 2022). Profit margin: 25% (down from 35% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 20% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 1.5%. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 03First quarter 2023 earnings released: EPS: US$0.015 (vs US$0.013 in 1Q 2022)First quarter 2023 results: EPS: US$0.015 (up from US$0.013 in 1Q 2022). Revenue: US$1.84b (up 50% from 1Q 2022). Net income: US$458.0m (up 14% from 1Q 2022). Profit margin: 25% (down from 33% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 14% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 1.6%. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 53% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 03Full year 2022 earnings released: EPS: US$0.08 (vs US$0.029 in FY 2021)Full year 2022 results: EPS: US$0.08 (up from US$0.029 in FY 2021). Revenue: US$8.10b (up 103% from FY 2021). Net income: US$2.49b (up 167% from FY 2021). Profit margin: 31% (up from 23% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 21% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 7.2%. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Dec 26Upcoming dividend of US$0.016 per shareEligible shareholders must have bought the stock before 02 January 2023. Payment date: 13 January 2023. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 8.5%. Within top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.2%).
お知らせ • Dec 24PT Adaro Energy Indonesia Tbk Announces Interim Dividend, Payable on January 13, 2023PT Adaro Energy Indonesia Tbk announced a historically high interim dividend of $500 million or $0.016 per share resulting from record profitability through nine months of 2022. This represents an increase of 67% from the interim dividend of $300 million in 2021 and the highest-ever interim dividend at the Company. Cum dividend is December 30, 2022. Ex-dividend is January 2, 2023. Record date of shareholders entitled to interim cash dividends is January 3, 2023. Interim dividend payment is January 13, 2023.
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. Independent Commissioner Budi Bowoleksono was the last independent director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 02Third quarter 2022 earnings released: EPS: US$0.022 (vs US$0.008 in 3Q 2021)Third quarter 2022 results: EPS: US$0.022 (up from US$0.008 in 3Q 2021). Revenue: US$2.37b (up 136% from 3Q 2021). Net income: US$690.7m (up 175% from 3Q 2021). Profit margin: 29% (up from 25% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is expected to fall by 16% p.a. on average during the next 3 years compared to a 4.5% decline forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 31Second quarter 2022 earnings released: EPS: US$0.026 (vs US$0.003 in 2Q 2021)Second quarter 2022 results: EPS: US$0.026 (up from US$0.003 in 2Q 2021). Revenue: US$2.32b (up 166% from 2Q 2021). Net income: US$812.6m (up US$714.4m from 2Q 2021). Profit margin: 35% (up from 11% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to stay flat compared to a 41% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 58% per year whereas the company’s share price has increased by 53% per year.
Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: US$0.013 (vs US$0.002 in 1Q 2021)First quarter 2022 results: EPS: US$0.013 (up from US$0.002 in 1Q 2021). Revenue: US$1.22b (up 77% from 1Q 2021). Net income: US$400.1m (up 458% from 1Q 2021). Profit margin: 33% (up from 10% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 22%, compared to a 46% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Apr 27No 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. 6 non-independent directors. Independent Commissioner Budi Bowoleksono was the last independent director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Mar 09Now 21% undervaluedOver the last 90 days, the stock is up 68%. The fair value is estimated to be US$0.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.1% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.
Reported Earnings • Mar 04Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$0.029 (up from US$0.005 in FY 2020). Revenue: US$3.99b (up 57% from FY 2020). Net income: US$933.5m (up US$786.6m from FY 2020). Profit margin: 23% (up from 5.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 11%, compared to a 68% growth forecast for the oil industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 30% per year, which means it is well ahead of earnings.
Reported Earnings • Dec 01Third quarter 2021 earnings: EPS in line with expectations, revenues disappointThird quarter 2021 results: EPS: US$0.008 (up from US$0.001 loss in 3Q 2020). Revenue: US$1.01b (up 70% from 3Q 2020). Net income: US$250.9m (up US$296.7m from 3Q 2020). Profit margin: 25% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 17%. Over the next year, revenue is forecast to grow 25%, compared to a 50% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Reported Earnings • Sep 01Second quarter 2021 earnings released: EPS US$0.003 (vs US$0.002 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$870.8m (up 42% from 2Q 2020). Net income: US$98.2m (up 73% from 2Q 2020). Profit margin: 11% (up from 9.3% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 03First quarter 2021 earnings released: EPS US$0.002 (vs US$0.003 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$692.0m (down 7.8% from 1Q 2020). Net income: US$71.7m (down 27% from 1Q 2020). Profit margin: 10% (down from 13% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Mar 06Revenue misses expectationsRevenue missed analyst estimates by 4.3%. Over the next year, revenue is forecast to grow 19%, compared to a 31% growth forecast for the Oil and Gas industry in Germany.
Reported Earnings • Mar 06Full year 2020 earnings released: EPS US$0.005 (vs US$0.013 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: US$2.53b (down 27% from FY 2019). Net income: US$146.9m (down 64% from FY 2019). Profit margin: 5.8% (down from 12% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Nov 04Revenue beats expectationsRevenue exceeded analyst estimates by 9.2%. Over the next year, revenue is forecast to grow 6.1%, compared to a 11% growth forecast for the Oil and Gas industry in Germany.
Reported Earnings • Nov 04Third quarter 2020 earnings released: US$0.001 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: US$591.6m (down 33% from 3Q 2019). Net loss: US$45.7m (down 142% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 16% per year.