View ValuationUmeme 将来の成長Future 基準チェック /06現在、 Umeme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Electric Utilities 収益成長9.4%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 • Apr 03New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 69% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (KSh3.66b market cap, or US$28.1m).New Risk • Feb 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: KSh12.9b (US$99.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Cash payout ratio: 180% Earnings have declined by 69% per year over the past 5 years. Minor Risk Market cap is less than US$100m (KSh12.9b market cap, or US$99.7m).New Risk • Nov 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Kenyan stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Cash payout ratio: 180% Earnings have declined by 69% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Market cap is less than US$100m (KSh8.20b market cap, or US$63.4m).New Risk • Oct 04New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. Cash payout ratio: 180% Dividend yield: 55% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Cash payout ratio: 180% Earnings have declined by 69% per year over the past 5 years.Reported Earnings • Sep 18First half 2025 earnings released: USh103 loss per share (vs USh8.00 profit in 1H 2024)First half 2025 results: USh103 loss per share (down from USh8.00 profit in 1H 2024). Revenue: USh503.5b (down 56% from 1H 2024). Net loss: USh166.7b (down USh179.7b from profit in 1H 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 134 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Jul 08Upcoming dividend of USh222 per shareEligible shareholders must have bought the stock before 15 July 2025. Payment date: 31 July 2025. The company last paid an ordinary dividend in March 2015. The average dividend yield among industry peers is 2.3%.Reported Earnings • Jun 15Full year 2024 earnings released: USh314 loss per share (vs USh7.06 profit in FY 2023)Full year 2024 results: USh314 loss per share (down from USh7.06 profit in FY 2023). Revenue: USh2.31t (up 5.4% from FY 2023). Net loss: USh510.6b (down USh522.0b from profit in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 137 percentage points per year, which is a significant difference in performance.Board Change • Jun 13Less 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. 3 experienced directors. 6 highly experienced directors. 2 independent directors (7 non-independent directors). Independent & Non-Executive Director Gerald Ssendaula was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 03Umeme Limited, Annual General Meeting, May 22, 2025Umeme Limited, Annual General Meeting, May 22, 2025.New Risk • Mar 07New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Dividend per share is over 11x earnings per share. Cash payout ratio: 92% Earnings have declined by 14% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin).Upcoming Dividend • Oct 04Upcoming dividend of USh26.00 per shareEligible shareholders must have bought the stock before 11 October 2024. Payment date: 31 October 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 25%. Within top quartile of Kenyan dividend payers (12%). Higher than average of industry peers (3.3%).Reported Earnings • Aug 24First half 2024 earnings released: EPS: USh8.00 (vs USh8.12 in 1H 2023)First half 2024 results: EPS: USh8.00 (down from USh8.12 in 1H 2023). Revenue: USh1.15t (up 7.1% from 1H 2023). Net income: USh13.0b (down 1.5% from 1H 2023). Profit margin: 1.1% (down from 1.2% in 1H 2023). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 33% per year, which means it is well ahead of earnings.New Risk • Apr 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Kenyan stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 108% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (dividend per share is over 11x earnings per share). Share price has been volatile over the past 3 months (6.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin).New Risk • Apr 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 38% 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 Earnings are forecast to decline by an average of 108% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (dividend per share is over 11x earnings per share). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin).Reported Earnings • Mar 27Full year 2023 earnings released: EPS: USh7.10 (vs USh91.27 in FY 2022)Full year 2023 results: EPS: USh7.10 (down from USh91.27 in FY 2022). Revenue: USh2.20t (up 16% from FY 2022). Net income: USh11.5b (down 92% from FY 2022). Profit margin: 0.5% (down from 7.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 48% p.a. on average during the next 2 years, while revenues in the Global Electric Utilities industry are expected to grow by 2.4%. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 30% per year, which means it is well ahead of earnings.New Risk • Mar 09New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 108% per year for the foreseeable future. Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Dividend is not well covered by earnings (147% payout ratio). Profit margins are more than 30% lower than last year (4.7% net profit margin).Upcoming Dividend • Feb 05Upcoming dividend of USh24.00 per share at 12% yieldEligible shareholders must have bought the stock before 12 February 2024. Payment date: 29 February 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 12%. Within top quartile of Kenyan dividend payers (11%). Higher than average of industry peers (5.0%).New Risk • Jan 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Kenyan stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 108% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (147% payout ratio). Share price has been volatile over the past 3 months (7.3% average weekly change). Profit margins are more than 30% lower than last year (4.7% net profit margin).Valuation Update With 7 Day Price Move • Oct 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to KSh14.95, the stock trades at a forward P/E ratio of 68x. Average forward P/E is 13x in the Electric Utilities industry globally. Total returns to shareholders of 231% over the past three years.Valuation Update With 7 Day Price Move • Jul 18Investor sentiment improves as stock rises 23%After last week's 23% share price gain to KSh13.45, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 15x in the Electric Utilities industry globally. Total returns to shareholders of 232% over the past three years.New Risk • Jul 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Kenyan stocks, typically moving 7.8% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 24% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.8% average weekly change).Valuation Update With 7 Day Price Move • Jun 29Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to KSh14.55, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 15x in the Electric Utilities industry globally. Total returns to shareholders of 290% over the past three years.Upcoming Dividend • Jun 21Upcoming dividend of USh63.90 per share at 14% yieldEligible shareholders must have bought the stock before 28 June 2023. Payment date: 20 July 2023. Trailing yield: 14%. Within top quartile of Kenyan dividend payers (11%). Higher than average of industry peers (6.2%).Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 21%After last week's 21% share price gain to KSh15.05, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 16x in the Electric Utilities industry globally. Total returns to shareholders of 247% over the past three years.Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improves as stock rises 23%After last week's 23% share price gain to KSh11.25, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 15x in the Electric Utilities industry globally. Total returns to shareholders of 189% over the past three years.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. 2 highly experienced directors. 2 independent directors (8 non-independent directors). Independent & Non-Executive Director Gerald Ssendaula was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Aug 26First half 2022 earnings released: EPS: USh0 (vs USh29.71 in 1H 2021)First half 2022 results: EPS: USh0. Revenue: USh897.0b (down 3.3% from 1H 2021). Net income: USh64.4b (up 33% from 1H 2021). Profit margin: 7.2% (up from 5.2% in 1H 2021). The increase in margin was driven by lower expenses.Valuation Update With 7 Day Price Move • Jul 01Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to KSh6.58, the stock trades at a trailing P/E ratio of 2.8x. Average trailing P/E is 13x in the Electric Utilities industry globally. Total returns to shareholders of 26% over the past three years.Upcoming Dividend • Jun 20Upcoming dividend of USh54.10 per shareEligible shareholders must have bought the stock before 27 June 2022. Payment date: 22 July 2022. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 23%. Within top quartile of Kenyan dividend payers (9.9%). Higher than average of industry peers (4.1%).Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 8 experienced directors. 2 highly experienced directors. 1 independent director (10 non-independent directors). Independent & Non-Executive Director Gerald Ssendaula was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Apr 04Full year 2021 earnings released: EPS: USh85.70 (vs USh26.53 in FY 2020)Full year 2021 results: EPS: USh85.70 (up from USh26.53 in FY 2020). Revenue: USh1.89t (up 14% from FY 2020). Net income: USh139.1b (up 223% from FY 2020). Profit margin: 7.4% (up from 2.6% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 2.5% compared to a 2.0% growth forecast for the industry in Kenya. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment improved over the past weekAfter last week's 22% share price gain to KSh6.70, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 15x in the Electric Utilities industry globally. Total returns to shareholders of 71% over the past three years.Reported Earnings • Aug 29First half 2021 earnings released: EPS USh29.71 (vs USh13.40 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: USh927.9b (up 9.3% from 1H 2020). Net income: USh48.2b (up 122% from 1H 2020). Profit margin: 5.2% (up from 2.6% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Jun 21Upcoming dividend of USh12.20 per shareEligible shareholders must have bought the stock before 28 June 2021. Payment date: 19 July 2021. Trailing yield: 5.6%. Lower than top quartile of Kenyan dividend payers (8.2%). Higher than average of industry peers (3.7%).Reported Earnings • Mar 27Full year 2020 earnings released: EPS USh26.53 (vs USh85.69 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: USh1.66t (down 6.5% from FY 2019). Net income: USh43.1b (down 69% from FY 2019). Profit margin: 2.6% (down from 7.8% 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 5% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.Is New 90 Day High Low • Jan 26New 90-day high: KSh7.40The company is up 3.0% from its price of KSh7.20 on 27 October 2020. The Kenyan market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electric Utilities industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is KSh14.29 per share.Is New 90 Day High Low • Oct 16New 90-day low: KSh6.48The company is down 14% from its price of KSh7.56 on 17 July 2020. The Kenyan market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electric Utilities industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is KSh11.86 per share.お知らせ • Sep 30+ 1 more updateUmeme Limited announced that it has received $10 million in funding from International Finance CorporationOn November 5, 2012, Western Platinum Ltd. closed the transaction. 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、Umeme 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NASE:UMME - 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12/31/2025147-62N/AN/AN/A6/30/2025464-1925674N/A3/31/2025544-1645376N/A12/31/2024626-1385079N/A9/30/2024622-685187N/A6/30/202461335295N/A3/31/2024575366105N/A12/31/2023581386122N/A9/30/20235671481112N/A6/30/20235632678105N/A3/31/2023522326997N/A12/31/2022508406494N/A9/30/2022485396091N/A6/30/2022493415993N/A3/31/2022521415792N/A12/31/2021532395489N/A9/30/20215122949102N/A6/30/20214892044114N/A3/31/2021464152193N/A12/31/202045512076N/A9/30/202046719-652N/A6/30/202048427-1130N/A3/31/202047231640N/A12/31/2019482382453N/A9/30/201945437N/A71N/A6/30/201941835N/A88N/A3/31/201941236N/A98N/A12/31/201840236N/A106N/A9/30/201840037N/A103N/A6/30/201839237N/A98N/A3/31/201840724N/A93N/A12/31/201740910N/A83N/A9/30/201740110N/A73N/A6/30/201739110N/A62N/A3/31/201738324N/A54N/A12/31/201637738N/A47N/A9/30/201638834N/A40N/A6/30/201637427N/A30N/A3/31/201636129N/A41N/A12/31/201534331N/A52N/A9/30/201529828N/A55N/A6/30/201531630N/A69N/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: UMMEの予測収益成長が 貯蓄率 ( 14.3% ) 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: UMMEの収益がKE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: UMME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: UMMEの収益がKE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: UMME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: UMME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2026/05/30 23:19終値2026/05/29 00:00収益2025/12/31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Umeme Limited 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。2 アナリスト機関Silha RasuguEFG-Hermes ResearchKuria KamauSBG Securities (Proprietary) Limited
New Risk • Apr 03New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 69% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (KSh3.66b market cap, or US$28.1m).
New Risk • Feb 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: KSh12.9b (US$99.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Cash payout ratio: 180% Earnings have declined by 69% per year over the past 5 years. Minor Risk Market cap is less than US$100m (KSh12.9b market cap, or US$99.7m).
New Risk • Nov 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Kenyan stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Cash payout ratio: 180% Earnings have declined by 69% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Market cap is less than US$100m (KSh8.20b market cap, or US$63.4m).
New Risk • Oct 04New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. Cash payout ratio: 180% Dividend yield: 55% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Cash payout ratio: 180% Earnings have declined by 69% per year over the past 5 years.
Reported Earnings • Sep 18First half 2025 earnings released: USh103 loss per share (vs USh8.00 profit in 1H 2024)First half 2025 results: USh103 loss per share (down from USh8.00 profit in 1H 2024). Revenue: USh503.5b (down 56% from 1H 2024). Net loss: USh166.7b (down USh179.7b from profit in 1H 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 134 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Jul 08Upcoming dividend of USh222 per shareEligible shareholders must have bought the stock before 15 July 2025. Payment date: 31 July 2025. The company last paid an ordinary dividend in March 2015. The average dividend yield among industry peers is 2.3%.
Reported Earnings • Jun 15Full year 2024 earnings released: USh314 loss per share (vs USh7.06 profit in FY 2023)Full year 2024 results: USh314 loss per share (down from USh7.06 profit in FY 2023). Revenue: USh2.31t (up 5.4% from FY 2023). Net loss: USh510.6b (down USh522.0b from profit in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 137 percentage points per year, which is a significant difference in performance.
Board Change • Jun 13Less 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. 3 experienced directors. 6 highly experienced directors. 2 independent directors (7 non-independent directors). Independent & Non-Executive Director Gerald Ssendaula was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 03Umeme Limited, Annual General Meeting, May 22, 2025Umeme Limited, Annual General Meeting, May 22, 2025.
New Risk • Mar 07New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Dividend per share is over 11x earnings per share. Cash payout ratio: 92% Earnings have declined by 14% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin).
Upcoming Dividend • Oct 04Upcoming dividend of USh26.00 per shareEligible shareholders must have bought the stock before 11 October 2024. Payment date: 31 October 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 25%. Within top quartile of Kenyan dividend payers (12%). Higher than average of industry peers (3.3%).
Reported Earnings • Aug 24First half 2024 earnings released: EPS: USh8.00 (vs USh8.12 in 1H 2023)First half 2024 results: EPS: USh8.00 (down from USh8.12 in 1H 2023). Revenue: USh1.15t (up 7.1% from 1H 2023). Net income: USh13.0b (down 1.5% from 1H 2023). Profit margin: 1.1% (down from 1.2% in 1H 2023). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 33% per year, which means it is well ahead of earnings.
New Risk • Apr 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Kenyan stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 108% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (dividend per share is over 11x earnings per share). Share price has been volatile over the past 3 months (6.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin).
New Risk • Apr 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 38% 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 Earnings are forecast to decline by an average of 108% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (dividend per share is over 11x earnings per share). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin).
Reported Earnings • Mar 27Full year 2023 earnings released: EPS: USh7.10 (vs USh91.27 in FY 2022)Full year 2023 results: EPS: USh7.10 (down from USh91.27 in FY 2022). Revenue: USh2.20t (up 16% from FY 2022). Net income: USh11.5b (down 92% from FY 2022). Profit margin: 0.5% (down from 7.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 48% p.a. on average during the next 2 years, while revenues in the Global Electric Utilities industry are expected to grow by 2.4%. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 30% per year, which means it is well ahead of earnings.
New Risk • Mar 09New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 108% per year for the foreseeable future. Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Dividend is not well covered by earnings (147% payout ratio). Profit margins are more than 30% lower than last year (4.7% net profit margin).
Upcoming Dividend • Feb 05Upcoming dividend of USh24.00 per share at 12% yieldEligible shareholders must have bought the stock before 12 February 2024. Payment date: 29 February 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 12%. Within top quartile of Kenyan dividend payers (11%). Higher than average of industry peers (5.0%).
New Risk • Jan 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Kenyan stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 108% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (147% payout ratio). Share price has been volatile over the past 3 months (7.3% average weekly change). Profit margins are more than 30% lower than last year (4.7% net profit margin).
Valuation Update With 7 Day Price Move • Oct 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to KSh14.95, the stock trades at a forward P/E ratio of 68x. Average forward P/E is 13x in the Electric Utilities industry globally. Total returns to shareholders of 231% over the past three years.
Valuation Update With 7 Day Price Move • Jul 18Investor sentiment improves as stock rises 23%After last week's 23% share price gain to KSh13.45, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 15x in the Electric Utilities industry globally. Total returns to shareholders of 232% over the past three years.
New Risk • Jul 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Kenyan stocks, typically moving 7.8% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 24% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.8% average weekly change).
Valuation Update With 7 Day Price Move • Jun 29Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to KSh14.55, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 15x in the Electric Utilities industry globally. Total returns to shareholders of 290% over the past three years.
Upcoming Dividend • Jun 21Upcoming dividend of USh63.90 per share at 14% yieldEligible shareholders must have bought the stock before 28 June 2023. Payment date: 20 July 2023. Trailing yield: 14%. Within top quartile of Kenyan dividend payers (11%). Higher than average of industry peers (6.2%).
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 21%After last week's 21% share price gain to KSh15.05, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 16x in the Electric Utilities industry globally. Total returns to shareholders of 247% over the past three years.
Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improves as stock rises 23%After last week's 23% share price gain to KSh11.25, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 15x in the Electric Utilities industry globally. Total returns to shareholders of 189% over the past three years.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. 2 highly experienced directors. 2 independent directors (8 non-independent directors). Independent & Non-Executive Director Gerald Ssendaula was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Aug 26First half 2022 earnings released: EPS: USh0 (vs USh29.71 in 1H 2021)First half 2022 results: EPS: USh0. Revenue: USh897.0b (down 3.3% from 1H 2021). Net income: USh64.4b (up 33% from 1H 2021). Profit margin: 7.2% (up from 5.2% in 1H 2021). The increase in margin was driven by lower expenses.
Valuation Update With 7 Day Price Move • Jul 01Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to KSh6.58, the stock trades at a trailing P/E ratio of 2.8x. Average trailing P/E is 13x in the Electric Utilities industry globally. Total returns to shareholders of 26% over the past three years.
Upcoming Dividend • Jun 20Upcoming dividend of USh54.10 per shareEligible shareholders must have bought the stock before 27 June 2022. Payment date: 22 July 2022. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 23%. Within top quartile of Kenyan dividend payers (9.9%). Higher than average of industry peers (4.1%).
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 8 experienced directors. 2 highly experienced directors. 1 independent director (10 non-independent directors). Independent & Non-Executive Director Gerald Ssendaula was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Apr 04Full year 2021 earnings released: EPS: USh85.70 (vs USh26.53 in FY 2020)Full year 2021 results: EPS: USh85.70 (up from USh26.53 in FY 2020). Revenue: USh1.89t (up 14% from FY 2020). Net income: USh139.1b (up 223% from FY 2020). Profit margin: 7.4% (up from 2.6% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 2.5% compared to a 2.0% growth forecast for the industry in Kenya. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment improved over the past weekAfter last week's 22% share price gain to KSh6.70, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 15x in the Electric Utilities industry globally. Total returns to shareholders of 71% over the past three years.
Reported Earnings • Aug 29First half 2021 earnings released: EPS USh29.71 (vs USh13.40 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: USh927.9b (up 9.3% from 1H 2020). Net income: USh48.2b (up 122% from 1H 2020). Profit margin: 5.2% (up from 2.6% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Jun 21Upcoming dividend of USh12.20 per shareEligible shareholders must have bought the stock before 28 June 2021. Payment date: 19 July 2021. Trailing yield: 5.6%. Lower than top quartile of Kenyan dividend payers (8.2%). Higher than average of industry peers (3.7%).
Reported Earnings • Mar 27Full year 2020 earnings released: EPS USh26.53 (vs USh85.69 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: USh1.66t (down 6.5% from FY 2019). Net income: USh43.1b (down 69% from FY 2019). Profit margin: 2.6% (down from 7.8% 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 5% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
Is New 90 Day High Low • Jan 26New 90-day high: KSh7.40The company is up 3.0% from its price of KSh7.20 on 27 October 2020. The Kenyan market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electric Utilities industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is KSh14.29 per share.
Is New 90 Day High Low • Oct 16New 90-day low: KSh6.48The company is down 14% from its price of KSh7.56 on 17 July 2020. The Kenyan market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electric Utilities industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is KSh11.86 per share.
お知らせ • Sep 30+ 1 more updateUmeme Limited announced that it has received $10 million in funding from International Finance CorporationOn November 5, 2012, Western Platinum Ltd. closed the transaction.