View ValuationCikarang Listrindo 将来の成長Future 基準チェック /16Cikarang Listrindo利益と収益がそれぞれ年間9.1%と2.2%増加すると予測されています。EPS は年間 減少すると予想されています。自己資本利益率は 3 年後に12.3% 42.4%なると予測されています。主要情報9.1%収益成長率-42.36%EPS成長率Renewable Energy 収益成長12.1%収益成長率2.2%将来の株主資本利益率12.27%アナリストカバレッジLow最終更新日06 May 2026今後の成長に関する最新情報Major Estimate Revision • Mar 10Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$588.0m to US$564.0m. EPS estimate also fell from US$0.006 per share to US$0.005 per share. Net income forecast to grow 8.2% next year vs 19% growth forecast for Renewable Energy industry in Indonesia. Consensus price target up from Rp813 to Rp847. Share price was steady at Rp740 over the past week.Major Estimate Revision • Aug 04Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from US$0.007 to US$0.006. Revenue forecast unchanged from US$570.0m at last update. Net income forecast to grow 19% next year vs 34% growth forecast for Renewable Energy industry in Indonesia. Consensus price target down from Rp987 to Rp956. Share price was steady at Rp725 over the past week.すべての更新を表示Recent updatesUpcoming Dividend • May 14Upcoming dividend of Rp49.53 per shareEligible shareholders must have bought the stock before 21 May 2026. Payment date: 05 June 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 9.1%. Within top quartile of Indonesian dividend payers (6.0%). Higher than average of industry peers (2.9%).Reported Earnings • May 05First quarter 2026 earnings released: EPS: US$0.001 (vs US$0.001 in 1Q 2025)First quarter 2026 results: EPS: US$0.001 (in line with 1Q 2025). Revenue: US$128.2m (down 5.4% from 1Q 2025). Net income: US$17.5m (up 3.6% from 1Q 2025). Profit margin: 14% (up from 13% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Mar 26PT Cikarang Listrindo Tbk, Annual General Meeting, May 08, 2026PT Cikarang Listrindo Tbk, Annual General Meeting, May 08, 2026.Major Estimate Revision • Mar 10Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$588.0m to US$564.0m. EPS estimate also fell from US$0.006 per share to US$0.005 per share. Net income forecast to grow 8.2% next year vs 19% growth forecast for Renewable Energy industry in Indonesia. Consensus price target up from Rp813 to Rp847. Share price was steady at Rp740 over the past week.Reported Earnings • Mar 02Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: US$0.005 (in line with FY 2024). Revenue: US$553.5m (up 1.2% from FY 2024). Net income: US$72.1m (down 4.4% from FY 2024). Profit margin: 13% (in line with FY 2024). Revenue missed analyst estimates by 4.4%. Earnings per share (EPS) also missed analyst estimates by 8.0%. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 8.0% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Recent Insider Transactions • Dec 13Board Member recently bought Rp740m worth of stockOn the 9th of December, Yudho Pratikto bought around 1m shares on-market at roughly Rp700 per share. This transaction amounted to 5.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought Rp9.5b more in shares than they have sold in the last 12 months.Upcoming Dividend • Nov 18Upcoming dividend of Rp24.21 per shareEligible shareholders must have bought the stock before 25 November 2025. Payment date: 12 December 2025. Payout ratio is a comfortable 73% and the cash payout ratio is 82%. Trailing yield: 11%. Within top quartile of Indonesian dividend payers (5.2%). Higher than average of industry peers (0.3%).Reported Earnings • Nov 04Third quarter 2025 earnings released: EPS: US$0.001 (vs US$0.002 in 3Q 2024)Third quarter 2025 results: EPS: US$0.001 (down from US$0.002 in 3Q 2024). Revenue: US$141.1m (flat on 3Q 2024). Net income: US$17.7m (down 55% from 3Q 2024). Profit margin: 13% (down from 28% in 3Q 2024). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Board Change • Oct 24No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 10 highly experienced directors. No independent directors (5 non-independent directors). Independent Commissioner Josep Karnady was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Mar 28PT Cikarang Listrindo Tbk, Annual General Meeting, May 19, 2025PT Cikarang Listrindo Tbk, Annual General Meeting, May 19, 2025.Reported Earnings • Aug 03Second quarter 2024 earnings released: EPS: US$0.001 (vs US$0.001 in 2Q 2023)Second quarter 2024 results: EPS: US$0.001 (in line with 2Q 2023). Revenue: US$131.3m (flat on 2Q 2023). Net income: US$15.4m (down 32% from 2Q 2023). Profit margin: 12% (down from 17% in 2Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 10% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Reported Earnings • May 04First quarter 2024 earnings released: EPS: US$0.001 (vs US$0.002 in 1Q 2023)First quarter 2024 results: EPS: US$0.001 (down from US$0.002 in 1Q 2023). Revenue: US$137.6m (flat on 1Q 2023). Net income: US$18.1m (down 46% from 1Q 2023). Profit margin: 13% (down from 25% in 1Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 9.8% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Reported Earnings • Mar 02Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: US$0.005 (in line with FY 2022). Revenue: US$546.1m (flat on FY 2022). Net income: US$77.0m (up 6.1% from FY 2022). Profit margin: 14% (in line with FY 2022). Revenue missed analyst estimates by 4.2%. Earnings per share (EPS) also missed analyst estimates by 18%. Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has fallen by 1% per year and the company’s share price has also fallen by 1% per year.Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: US$0.001 (vs US$0.001 in 3Q 2022)Third quarter 2023 results: EPS: US$0.001 (in line with 3Q 2022). Revenue: US$139.6m (flat on 3Q 2022). Net income: US$20.4m (up 13% from 3Q 2022). Profit margin: 15% (up from 13% in 3Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 12% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 6% per year.Major Estimate Revision • Aug 04Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from US$0.007 to US$0.006. Revenue forecast unchanged from US$570.0m at last update. Net income forecast to grow 19% next year vs 34% growth forecast for Renewable Energy industry in Indonesia. Consensus price target down from Rp987 to Rp956. Share price was steady at Rp725 over the past week.Reported Earnings • Aug 01Second quarter 2023 earnings released: EPS: US$0.001 (vs US$0.001 in 2Q 2022)Second quarter 2023 results: EPS: US$0.001 (in line with 2Q 2022). Revenue: US$131.2m (down 3.5% from 2Q 2022). Net income: US$22.7m (up 36% from 2Q 2022). Profit margin: 17% (up from 12% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 11% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Reported Earnings • Mar 03Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: US$0.005 (down from US$0.006 in FY 2021). Revenue: US$550.5m (up 6.9% from FY 2021). Net income: US$72.5m (down 20% from FY 2021). Profit margin: 13% (down from 18% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 23%. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 6% per year.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. 1 independent director (4 non-independent directors). Independent Commissioner Irwan Sofjan was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. 1 independent director (4 non-independent directors). Independent Commissioner Irwan Sofjan was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Upcoming Dividend • Nov 16Upcoming dividend of Rp20.72 per shareEligible shareholders must have bought the stock before 23 November 2021. Payment date: 10 December 2021. Trailing yield: 8.0%. Within top quartile of Indonesian dividend payers (4.0%). Higher than average of industry peers (3.1%).Reported Earnings • Nov 09Third quarter 2021 earnings released: EPS US$0.002 (vs US$0.001 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$126.0m (up 14% from 3Q 2020). Net income: US$25.8m (up 110% from 3Q 2020). Profit margin: 21% (up from 11% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Reported Earnings • Sep 05Second quarter 2021 earnings released: EPS US$0.001 (vs US$0.002 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: US$128.5m (up 27% from 2Q 2020). Net income: US$20.7m (down 38% from 2Q 2020). Profit margin: 16% (down from 33% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.Is New 90 Day High Low • Jan 19New 90-day high: Rp800The company is up 36% from its price of Rp590 on 22 October 2020. The Indonesian market is up 25% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Renewable Energy industry, which is up 11% over the same period.Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improved over the past weekAfter last week's 15% share price gain to US$795, the stock is trading at a trailing P/E ratio of 10.6x, up from the previous P/E ratio of 9.2x. This compares to an average P/E of 13x in the Renewable Energy industry in Asia. Total return to shareholders over the past three years is a loss of 19%.Is New 90 Day High Low • Dec 17New 90-day high: Rp770The company is up 29% from its price of Rp595 on 18 September 2020. The Indonesian market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Renewable Energy industry, which is up 5.0% over the same period.Valuation Update With 7 Day Price Move • Nov 24Market bids up stock over the past weekAfter last week's 21% share price gain to US$760, the stock is trading at a trailing P/E ratio of 10.1x, up from the previous P/E ratio of 8.4x. This compares to an average P/E of 12x in the Renewable Energy industry in Asia. Total return to shareholders over the past three years is a loss of 17%.Is New 90 Day High Low • Nov 19New 90-day high: Rp655The company is up 7.0% from its price of Rp615 on 19 August 2020. The Indonesian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Renewable Energy industry, which is up 5.0% over the same period.Reported Earnings • Nov 04Third quarter 2020 earnings released: EPS US$0.001The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$110.1m (down 28% from 3Q 2019). Net income: US$12.3m (down 48% from 3Q 2019). Profit margin: 11% (down from 15% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.業績と収益の成長予測IDX:POWR - 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12/31/20285839310330112/31/2027573879626112/31/20265647874413/31/20265467388150N/A12/31/20255537292155N/A9/30/20255506088160N/A6/30/202554982106166N/A3/31/202554574106158N/A12/31/202454775102156N/A9/30/202454773123169N/A6/30/202454654121166N/A3/31/202454661117156N/A12/31/202354677125155N/A9/30/202355191128163N/A6/30/202355188123155N/A3/31/202355682127164N/A12/31/202255073107147N/A9/30/20225398396127N/A6/30/202252591109139N/A3/31/20225189596117N/A12/31/202151590124140N/A9/30/202150892146163N/A6/30/202149279129147N/A3/31/202146591165182N/A12/31/202046675151169N/A9/30/202049083130153N/A6/30/202053295111129N/A3/31/202057489105124N/A12/31/2019588114N/A126N/A9/30/201958897N/A132N/A6/30/201958394N/A154N/A3/31/201957884N/A157N/A12/31/201857479N/A142N/A9/30/201857289N/A137N/A6/30/201856492N/A140N/A3/31/2018569103N/A126N/A12/31/2017566107N/A147N/A9/30/201756374N/A124N/A6/30/201755753N/A111N/A3/31/201755448N/A103N/A12/31/2016551104N/A100N/A9/30/2016553128N/A114N/A6/30/2016552144N/A144N/A3/31/2016549145N/A155N/A12/31/201554880N/A147N/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: POWRの予測収益成長率 (年間9.1% ) は 貯蓄率 ( 6.7% ) を上回っています。収益対市場: POWRの収益 ( 9.1% ) ID市場 ( 13.7% ) よりも低い成長が予測されています。高成長収益: POWR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: POWRの収益 ( 2.2% ) ID市場 ( 12.9% ) よりも低い成長が予測されています。高い収益成長: POWRの収益 ( 2.2% ) 20%よりも低い成長が予測されています。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: POWR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 ( 12.3 %)。成長企業の発掘7D1Y7D1Y7D1YUtilities 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2026/07/03 12:11終値2026/07/03 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PT Cikarang Listrindo Tbk 1 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。5 アナリスト機関Rohit ThombreCitigroup IncJoko SogieDeutsche BankAhmad UsmanNomura Securities Co. Ltd.2 その他のアナリストを表示
Major Estimate Revision • Mar 10Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$588.0m to US$564.0m. EPS estimate also fell from US$0.006 per share to US$0.005 per share. Net income forecast to grow 8.2% next year vs 19% growth forecast for Renewable Energy industry in Indonesia. Consensus price target up from Rp813 to Rp847. Share price was steady at Rp740 over the past week.
Major Estimate Revision • Aug 04Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from US$0.007 to US$0.006. Revenue forecast unchanged from US$570.0m at last update. Net income forecast to grow 19% next year vs 34% growth forecast for Renewable Energy industry in Indonesia. Consensus price target down from Rp987 to Rp956. Share price was steady at Rp725 over the past week.
Upcoming Dividend • May 14Upcoming dividend of Rp49.53 per shareEligible shareholders must have bought the stock before 21 May 2026. Payment date: 05 June 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 9.1%. Within top quartile of Indonesian dividend payers (6.0%). Higher than average of industry peers (2.9%).
Reported Earnings • May 05First quarter 2026 earnings released: EPS: US$0.001 (vs US$0.001 in 1Q 2025)First quarter 2026 results: EPS: US$0.001 (in line with 1Q 2025). Revenue: US$128.2m (down 5.4% from 1Q 2025). Net income: US$17.5m (up 3.6% from 1Q 2025). Profit margin: 14% (up from 13% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Mar 26PT Cikarang Listrindo Tbk, Annual General Meeting, May 08, 2026PT Cikarang Listrindo Tbk, Annual General Meeting, May 08, 2026.
Major Estimate Revision • Mar 10Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$588.0m to US$564.0m. EPS estimate also fell from US$0.006 per share to US$0.005 per share. Net income forecast to grow 8.2% next year vs 19% growth forecast for Renewable Energy industry in Indonesia. Consensus price target up from Rp813 to Rp847. Share price was steady at Rp740 over the past week.
Reported Earnings • Mar 02Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: US$0.005 (in line with FY 2024). Revenue: US$553.5m (up 1.2% from FY 2024). Net income: US$72.1m (down 4.4% from FY 2024). Profit margin: 13% (in line with FY 2024). Revenue missed analyst estimates by 4.4%. Earnings per share (EPS) also missed analyst estimates by 8.0%. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 8.0% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Dec 13Board Member recently bought Rp740m worth of stockOn the 9th of December, Yudho Pratikto bought around 1m shares on-market at roughly Rp700 per share. This transaction amounted to 5.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought Rp9.5b more in shares than they have sold in the last 12 months.
Upcoming Dividend • Nov 18Upcoming dividend of Rp24.21 per shareEligible shareholders must have bought the stock before 25 November 2025. Payment date: 12 December 2025. Payout ratio is a comfortable 73% and the cash payout ratio is 82%. Trailing yield: 11%. Within top quartile of Indonesian dividend payers (5.2%). Higher than average of industry peers (0.3%).
Reported Earnings • Nov 04Third quarter 2025 earnings released: EPS: US$0.001 (vs US$0.002 in 3Q 2024)Third quarter 2025 results: EPS: US$0.001 (down from US$0.002 in 3Q 2024). Revenue: US$141.1m (flat on 3Q 2024). Net income: US$17.7m (down 55% from 3Q 2024). Profit margin: 13% (down from 28% in 3Q 2024). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Board Change • Oct 24No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 10 highly experienced directors. No independent directors (5 non-independent directors). Independent Commissioner Josep Karnady was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Mar 28PT Cikarang Listrindo Tbk, Annual General Meeting, May 19, 2025PT Cikarang Listrindo Tbk, Annual General Meeting, May 19, 2025.
Reported Earnings • Aug 03Second quarter 2024 earnings released: EPS: US$0.001 (vs US$0.001 in 2Q 2023)Second quarter 2024 results: EPS: US$0.001 (in line with 2Q 2023). Revenue: US$131.3m (flat on 2Q 2023). Net income: US$15.4m (down 32% from 2Q 2023). Profit margin: 12% (down from 17% in 2Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 10% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Reported Earnings • May 04First quarter 2024 earnings released: EPS: US$0.001 (vs US$0.002 in 1Q 2023)First quarter 2024 results: EPS: US$0.001 (down from US$0.002 in 1Q 2023). Revenue: US$137.6m (flat on 1Q 2023). Net income: US$18.1m (down 46% from 1Q 2023). Profit margin: 13% (down from 25% in 1Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 9.8% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Reported Earnings • Mar 02Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: US$0.005 (in line with FY 2022). Revenue: US$546.1m (flat on FY 2022). Net income: US$77.0m (up 6.1% from FY 2022). Profit margin: 14% (in line with FY 2022). Revenue missed analyst estimates by 4.2%. Earnings per share (EPS) also missed analyst estimates by 18%. Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has fallen by 1% per year and the company’s share price has also fallen by 1% per year.
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: US$0.001 (vs US$0.001 in 3Q 2022)Third quarter 2023 results: EPS: US$0.001 (in line with 3Q 2022). Revenue: US$139.6m (flat on 3Q 2022). Net income: US$20.4m (up 13% from 3Q 2022). Profit margin: 15% (up from 13% in 3Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 12% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 6% per year.
Major Estimate Revision • Aug 04Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from US$0.007 to US$0.006. Revenue forecast unchanged from US$570.0m at last update. Net income forecast to grow 19% next year vs 34% growth forecast for Renewable Energy industry in Indonesia. Consensus price target down from Rp987 to Rp956. Share price was steady at Rp725 over the past week.
Reported Earnings • Aug 01Second quarter 2023 earnings released: EPS: US$0.001 (vs US$0.001 in 2Q 2022)Second quarter 2023 results: EPS: US$0.001 (in line with 2Q 2022). Revenue: US$131.2m (down 3.5% from 2Q 2022). Net income: US$22.7m (up 36% from 2Q 2022). Profit margin: 17% (up from 12% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 11% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 03Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: US$0.005 (down from US$0.006 in FY 2021). Revenue: US$550.5m (up 6.9% from FY 2021). Net income: US$72.5m (down 20% from FY 2021). Profit margin: 13% (down from 18% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 23%. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 6% per year.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. 1 independent director (4 non-independent directors). Independent Commissioner Irwan Sofjan was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. 1 independent director (4 non-independent directors). Independent Commissioner Irwan Sofjan was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Upcoming Dividend • Nov 16Upcoming dividend of Rp20.72 per shareEligible shareholders must have bought the stock before 23 November 2021. Payment date: 10 December 2021. Trailing yield: 8.0%. Within top quartile of Indonesian dividend payers (4.0%). Higher than average of industry peers (3.1%).
Reported Earnings • Nov 09Third quarter 2021 earnings released: EPS US$0.002 (vs US$0.001 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$126.0m (up 14% from 3Q 2020). Net income: US$25.8m (up 110% from 3Q 2020). Profit margin: 21% (up from 11% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Reported Earnings • Sep 05Second quarter 2021 earnings released: EPS US$0.001 (vs US$0.002 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: US$128.5m (up 27% from 2Q 2020). Net income: US$20.7m (down 38% from 2Q 2020). Profit margin: 16% (down from 33% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
Is New 90 Day High Low • Jan 19New 90-day high: Rp800The company is up 36% from its price of Rp590 on 22 October 2020. The Indonesian market is up 25% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Renewable Energy industry, which is up 11% over the same period.
Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improved over the past weekAfter last week's 15% share price gain to US$795, the stock is trading at a trailing P/E ratio of 10.6x, up from the previous P/E ratio of 9.2x. This compares to an average P/E of 13x in the Renewable Energy industry in Asia. Total return to shareholders over the past three years is a loss of 19%.
Is New 90 Day High Low • Dec 17New 90-day high: Rp770The company is up 29% from its price of Rp595 on 18 September 2020. The Indonesian market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Renewable Energy industry, which is up 5.0% over the same period.
Valuation Update With 7 Day Price Move • Nov 24Market bids up stock over the past weekAfter last week's 21% share price gain to US$760, the stock is trading at a trailing P/E ratio of 10.1x, up from the previous P/E ratio of 8.4x. This compares to an average P/E of 12x in the Renewable Energy industry in Asia. Total return to shareholders over the past three years is a loss of 17%.
Is New 90 Day High Low • Nov 19New 90-day high: Rp655The company is up 7.0% from its price of Rp615 on 19 August 2020. The Indonesian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Renewable Energy industry, which is up 5.0% over the same period.
Reported Earnings • Nov 04Third quarter 2020 earnings released: EPS US$0.001The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$110.1m (down 28% from 3Q 2019). Net income: US$12.3m (down 48% from 3Q 2019). Profit margin: 11% (down from 15% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.