View Future GrowthArabian Cement 過去の業績過去 基準チェック /46Arabian Cementの収益は年間平均-5.8%の割合で減少していますが、 Basic Materials業界の収益は年間 減少しています。収益は年間5.2% 1.6%割合で 減少しています。 Arabian Cementの自己資本利益率は7.3%であり、純利益率は18.1%です。主要情報-5.80%収益成長率-5.80%EPS成長率Basic Materials 業界の成長2.62%収益成長率-1.62%株主資本利益率7.27%ネット・マージン18.11%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • Apr 29First quarter 2026 earnings released: EPS: ر.س0.60 (vs ر.س0.24 in 1Q 2025)First quarter 2026 results: EPS: ر.س0.60 (up from ر.س0.24 in 1Q 2025). Revenue: ر.س250.2m (up 5.1% from 1Q 2025). Net income: ر.س59.9m (up 155% from 1Q 2025). Profit margin: 24% (up from 9.9% in 1Q 2025). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.Reported Earnings • Feb 19Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: ر.س1.65 (up from ر.س1.60 in FY 2024). Revenue: ر.س1.06b (up 24% from FY 2024). Net income: ر.س165.0m (up 3.1% from FY 2024). Profit margin: 16% (down from 19% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 8.6% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.Reported Earnings • Oct 28Third quarter 2025 earnings released: EPS: ر.س0.65 (vs ر.س0.46 in 3Q 2024)Third quarter 2025 results: EPS: ر.س0.65 (up from ر.س0.46 in 3Q 2024). Revenue: ر.س293.2m (up 30% from 3Q 2024). Net income: ر.س65.5m (up 43% from 3Q 2024). Profit margin: 22% (up from 20% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.Reported Earnings • Aug 02Second quarter 2025 earnings released: EPS: ر.س0.21 (vs ر.س0.29 in 2Q 2024)Second quarter 2025 results: EPS: ر.س0.21 (down from ر.س0.29 in 2Q 2024). Revenue: ر.س232.8m (up 33% from 2Q 2024). Net income: ر.س20.5m (down 29% from 2Q 2024). Profit margin: 8.8% (down from 17% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.Reported Earnings • May 08First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: ر.س0.24 (down from ر.س0.54 in 1Q 2024). Revenue: ر.س238.1m (up 4.6% from 1Q 2024). Net income: ر.س23.6m (down 56% from 1Q 2024). Profit margin: 9.9% (down from 24% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 45%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.分析記事 • Nov 07We Think That There Are Some Issues For Arabian Cement (TADAWUL:3010) Beyond Its Promising EarningsArabian Cement Company's ( TADAWUL:3010 ) robust recent earnings didn't do much to move the stock. We believe that...すべての更新を表示Recent updatesBuy Or Sell Opportunity • Jun 15Now 21% overvaluedOver the last 90 days, the stock has fallen 1.0% to ر.س23.26. The fair value is estimated to be ر.س19.26, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to decline by 10% in the next 2 years.Board Change • Jun 06High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Mazen Hani Al Tamimi was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 29First quarter 2026 earnings released: EPS: ر.س0.60 (vs ر.س0.24 in 1Q 2025)First quarter 2026 results: EPS: ر.س0.60 (up from ر.س0.24 in 1Q 2025). Revenue: ر.س250.2m (up 5.1% from 1Q 2025). Net income: ر.س59.9m (up 155% from 1Q 2025). Profit margin: 24% (up from 9.9% in 1Q 2025). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.Buy Or Sell Opportunity • Apr 23Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at ر.س22.32. The fair value is estimated to be ر.س18.58, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.2%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings are also forecast to grow by 3.4% per annum over the same time period.お知らせ • Apr 17Arabian Cement Company Approves Cash Dividend for the Second Half of 2025, Payable on April 30, 2026 ADArabian Cement Company at its 71st Ordinary General Assembly meeting (the Second meeting), which was held on 27-10-1447H corresponding to April 15, 2026 approved the recommendation of the board of directors to distribute cash dividends in the amount of (100) million Riyals to shareholders for the second half of 2025 (1) Riyal per share (equivalent to 10% of the capital). Provided that the eligibility of shareholders owning shares by the end of the trading day of the General Assembly and registered in the Register of shareholders of the company with the Securities Depository Center Company (Edaa) at the end of the second trading day following the date of the General Assembly, the date of dividend distribution will be on 13/11/1447 AH corresponding to April 30, 2026 AD.Upcoming Dividend • Apr 09Upcoming dividend of ر.س1.00 per shareEligible shareholders must have bought the stock before 16 April 2026. Payment date: 30 April 2026. Payout ratio and cash payout ratio are on the higher end at 95% and 95% respectively. Trailing yield: 6.4%. Within top quartile of Saudi dividend payers (5.8%). In line with average of industry peers (6.3%).Buy Or Sell Opportunity • Mar 31Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to ر.س23.73. The fair value is estimated to be ر.س19.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.2%. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.Buy Or Sell Opportunity • Mar 16Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to ر.س23.51. The fair value is estimated to be ر.س19.55, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 7.4%. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 11% in the next 2 years.Declared Dividend • Mar 06Final dividend of ر.س1.00 announcedShareholders will receive a dividend of ر.س1.00. Ex-date: 16th April 2026 Payment date: 30th April 2026 Dividend yield will be 6.7%, which is higher than the industry average of 4.6%. Sustainability & Growth Dividend is covered by both earnings (89% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 11% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 05Arabian Cement Company, Annual General Meeting, Apr 15, 2026Arabian Cement Company, Annual General Meeting, Apr 15, 2026, at 18:30 Arab Standard Time. Location: jeddah Saudi ArabiaReported Earnings • Feb 19Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: ر.س1.65 (up from ر.س1.60 in FY 2024). Revenue: ر.س1.06b (up 24% from FY 2024). Net income: ر.س165.0m (up 3.1% from FY 2024). Profit margin: 16% (down from 19% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 8.6% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.Reported Earnings • Oct 28Third quarter 2025 earnings released: EPS: ر.س0.65 (vs ر.س0.46 in 3Q 2024)Third quarter 2025 results: EPS: ر.س0.65 (up from ر.س0.46 in 3Q 2024). Revenue: ر.س293.2m (up 30% from 3Q 2024). Net income: ر.س65.5m (up 43% from 3Q 2024). Profit margin: 22% (up from 20% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.Price Target Changed • Oct 25Price target decreased by 11% to ر.س28.43Down from ر.س31.83, the current price target is an average from 3 analysts. New target price is 34% above last closing price of ر.س21.21. Stock is down 12% over the past year. The company posted earnings per share of ر.س1.60 last year.New Risk • Sep 05New major risk - Revenue and earnings growthEarnings have declined by 8.1% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 8.1% per year over the past 5 years. Minor Risk Dividend is not well covered by cash flows (111% cash payout ratio).Reported Earnings • Aug 02Second quarter 2025 earnings released: EPS: ر.س0.21 (vs ر.س0.29 in 2Q 2024)Second quarter 2025 results: EPS: ر.س0.21 (down from ر.س0.29 in 2Q 2024). Revenue: ر.س232.8m (up 33% from 2Q 2024). Net income: ر.س20.5m (down 29% from 2Q 2024). Profit margin: 8.8% (down from 17% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.分析記事 • Aug 01Arabian Cement Company's (TADAWUL:3010) Subdued P/E Might Signal An OpportunityWhen close to half the companies in Saudi Arabia have price-to-earnings ratios (or "P/E's") above 21x, you may consider...Buy Or Sell Opportunity • Jul 30Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to ر.س20.80. The fair value is estimated to be ر.س26.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.6% over the last 3 years. Earnings per share has declined by 3.4%. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 42% in the next 2 years.Price Target Changed • Jul 08Price target decreased by 9.8% to ر.س29.77Down from ر.س33.00, the current price target is an average from 3 analysts. New target price is 29% above last closing price of ر.س23.03. Stock is down 19% over the past year. The company is forecast to post earnings per share of ر.س1.81 for next year compared to ر.س1.60 last year.Reported Earnings • May 08First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: ر.س0.24 (down from ر.س0.54 in 1Q 2024). Revenue: ر.س238.1m (up 4.6% from 1Q 2024). Net income: ر.س23.6m (down 56% from 1Q 2024). Profit margin: 9.9% (down from 24% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 45%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.お知らせ • Apr 29Arabian Cement Company Announces Cash Dividend for the Second Half of 2024Arabian Cement Company announced Approval of the Board of Directors recommendation to distribute cash dividends in the amount of (75) million Riyals to shareholders for the second half of 2024 (0.75) Riyal per share (equivalent to 7.5% of the capital). Provided that the eligibility of shareholders owning shares by the end of the trading day of the General Assembly and registered in the Register of shareholders of the company with the Securities Depository Center Company (Edaa) at the end of the second trading day following the due date, the date of dividend distribution will be on Thursday 17/11/1446 AH corresponding to 15/05/2025 AD.Upcoming Dividend • Apr 21Upcoming dividend of ر.س0.75 per shareEligible shareholders must have bought the stock before 28 April 2025. Payment date: 15 May 2025. Payout ratio is on the higher end at 94%, and the cash payout ratio is above 100%. Trailing yield: 5.8%. Within top quartile of Saudi dividend payers (5.1%). Higher than average of industry peers (4.7%).Declared Dividend • Mar 26Final dividend of ر.س0.75 announcedShareholders will receive a dividend of ر.س0.75. Ex-date: 28th April 2025 Payment date: 15th May 2025 Dividend yield will be 5.6%, which is higher than the industry average of 4.6%. Sustainability & Growth Dividend is not adequately covered by earnings (94% earnings payout ratio) nor is it covered by cash flows (113% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 4.1% to bring the payout ratio under control. EPS is expected to grow by 24% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Mar 25Arabian Cement Company, Annual General Meeting, Apr 27, 2025Arabian Cement Company, Annual General Meeting, Apr 27, 2025, at 19:00 Arab Standard Time. Location: jeddah Saudi ArabiaNew Risk • Feb 21New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 93% Cash payout ratio: 91% Dividend yield: 5.8% 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. This is currently the only risk that has been identified for the company.分析記事 • Nov 07We Think That There Are Some Issues For Arabian Cement (TADAWUL:3010) Beyond Its Promising EarningsArabian Cement Company's ( TADAWUL:3010 ) robust recent earnings didn't do much to move the stock. We believe that...Reported Earnings • Oct 30Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: ر.س0.46 (up from ر.س0.30 in 3Q 2023). Revenue: ر.س224.9m (up 5.3% from 3Q 2023). Net income: ر.س45.8m (up 54% from 3Q 2023). Profit margin: 20% (up from 14% in 3Q 2023). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) exceeded analyst estimates by 53%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: ر.س0.29 (vs ر.س0.28 in 2Q 2023)Second quarter 2024 results: EPS: ر.س0.29 (up from ر.س0.28 in 2Q 2023). Revenue: ر.س175.2m (down 11% from 2Q 2023). Net income: ر.س28.9m (up 3.2% from 2Q 2023). Profit margin: 17% (up from 14% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.Reported Earnings • May 08First quarter 2024 earnings released: EPS: ر.س0.54 (vs ر.س0.49 in 1Q 2023)First quarter 2024 results: EPS: ر.س0.54 (up from ر.س0.49 in 1Q 2023). Revenue: ر.س227.6m (down 5.2% from 1Q 2023). Net income: ر.س54.2m (up 10% from 1Q 2023). Profit margin: 24% (up from 21% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 11% per year and the company’s share price has also fallen by 11% per year.Major Estimate Revision • Apr 23Consensus EPS estimates increase by 21%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from ر.س1.37 to ر.س1.66. Revenue forecast unchanged at ر.س955.0m. Net income forecast to grow 18% next year vs 18% decline forecast for Basic Materials industry in Saudi Arabia. Consensus price target broadly unchanged at ر.س35.10. Share price fell 2.4% to ر.س31.90 over the past week.お知らせ • Apr 03Arabian Cement Company, Annual General Meeting, Apr 28, 2024Arabian Cement Company, Annual General Meeting, Apr 28, 2024, at 15:30 Coordinated Universal Time. Agenda: To consider and discuss the Board of Directors' report for the FY ending at December 31, 2023; to consider company's auditor report for the FY ending on December 31, 2023; to consider the company's financial statements for the FY ending on December 31, 2023; and to consider other matters.分析記事 • Mar 22Arabian Cement's (TADAWUL:3010) Weak Earnings May Only Reveal A Part Of The Whole PictureArabian Cement Company's ( TADAWUL:3010 ) recent weak earnings report didn't cause a big stock movement. We think that...Reported Earnings • Mar 16Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: ر.س1.40 (down from ر.س1.81 in FY 2022). Revenue: ر.س875.8m (down 9.8% from FY 2022). Net income: ر.س139.6m (down 23% from FY 2022). Profit margin: 16% (down from 19% in FY 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.1%. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 8% per year.分析記事 • Feb 20Returns On Capital Are Showing Encouraging Signs At Arabian Cement (TADAWUL:3010)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...お知らせ • Jan 01Arabian Cement Company Announces Management ChangesArabian Cement Company at its Ordinary General Assembly Meeting held on December 17, 2023 announced the selection of the chairman, the vice chairman, the secretary of the board, board committees’ formation and appointment of company representatives. Appointment Eng. Mutaz Kusai Hassan AlAzzawi (Chairman of the Board of Directors) (Non-Executive). Appointment Mr. Saud Abdulaziz Abdullah Al-Sulaiman (Vice Chairman of the Board of Directors) (Non-Executive). Appointment Mr. Hani Mohamed Lehji (Secretary of the Board of Directors). Formation of Aduit committees as per the following: Mr. Mazen Hani Zaki Altamimi (Chairman of the Committee) (independent), Mr. Fahad Abdullah Mohammed Alissa (Committee Member) (Non-Executive). Mr. Abdulaziz Abdullah Abdulaziz Al-Molhem (Committee Member) (independent), Mr. Talal Husamaldeen Hasan Al-Rasheed (Committee Member) (independent). Formation of the Nomination Remuneration Committee as per the following: Mr. Khaled Malik Rafiq Al-Ghalib Al-Sharif (Chairman of the Committee) (independent). Mr. Turki Abdullah Abdulaziz Al-Rajhi (Committee Member) (Non-Executive). Mr. Yousef Saleh Mansour Abalkhail (Committee Member) (independent). Mr. Talal Husamaldeen Hasan Al-Rasheed (Committee Member) (independent). Formation of the Investment Committee as per the following: Mr. Saud Abdulaziz Abdullah Al-Sulaiman (Chairman of the Committee). Eng. Mutaz Kusai Hassan AlAzzawi (Committee Member). Mr. Fahad Abdullah Mohammed Alissa (Committee Member).Major Estimate Revision • Dec 26Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from ر.س870.4m to ر.س887.9m. EPS estimate increased from ر.س1.30 to ر.س1.45 per share. Net income forecast to grow 14% next year vs 8.2% growth forecast for Basic Materials industry in Saudi Arabia. Consensus price target broadly unchanged at ر.س38.05. Share price was steady at ر.س34.60 over the past week.お知らせ • Dec 19Arabian Cement Company Announces Board AppointmentsArabian Cement Company at its Ordinary General Assembly Meeting (First Meeting) held on December 17, 2023, approved election of Mr. Talal Husamaldeen Hassan Alrasheed; Mr. Khaled Malik Rafiq Al- Ghalib Al-Sharif; Mr. Abdulaziz Abdullah Abdulaziz Al Molhem and Mr. Mazen Hani Zaki Altamimi as members of the Board of Directors for the next board term starting on January 1, 2024 and ending on December 31, 2027.Major Estimate Revision • Nov 18Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from ر.س1.48 to ر.س1.30. Revenue forecast unchanged from ر.س870.4m at last update. Net income forecast to grow 12% next year vs 6.7% growth forecast for Basic Materials industry in Saudi Arabia. Consensus price target down from ر.س39.98 to ر.س38.23. Share price rose 3.0% to ر.س32.95 over the past week.Reported Earnings • Nov 07Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: ر.س0.30 (down from ر.س0.59 in 3Q 2022). Revenue: ر.س213.7m (down 11% from 3Q 2022). Net income: ر.س29.7m (down 50% from 3Q 2022). Profit margin: 14% (down from 25% in 3Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue missed analyst estimates by 9.1%. Earnings per share (EPS) also missed analyst estimates by 33%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: ر.س0.28 (vs ر.س0.45 in 2Q 2022)Second quarter 2023 results: EPS: ر.س0.28 (down from ر.س0.45 in 2Q 2022). Revenue: ر.س196.8m (down 15% from 2Q 2022). Net income: ر.س28.0m (down 38% from 2Q 2022). Profit margin: 14% (down from 20% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Basic Materials industry in Saudi Arabia. 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 8% per year, which means it is well ahead of earnings.Price Target Changed • Aug 03Price target increased by 9.6% to ر.س41.97Up from ر.س38.30, the current price target is an average from 3 analysts. New target price is 10% above last closing price of ر.س38.10. Stock is up 0.4% over the past year. The company is forecast to post earnings per share of ر.س1.60 for next year compared to ر.س1.81 last year.Major Estimate Revision • Jun 21Consensus EPS estimates fall by 43%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from ر.س2.47 to ر.س1.40. Revenue forecast unchanged from ر.س867.2m at last update. Net income forecast to shrink 17% next year vs 38% growth forecast for Basic Materials industry in Saudi Arabia . Consensus price target up from ر.س38.30 to ر.س40.30. Share price rose 2.7% to ر.س39.60 over the past week.Reported Earnings • May 20First quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2023 results: EPS: ر.س0.49 (up from ر.س0.42 in 1Q 2022). Revenue: ر.س240.1m (down 7.4% from 1Q 2022). Net income: ر.س49.2m (up 17% from 1Q 2022). Profit margin: 21% (up from 16% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 5.4%. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to stay flat during the next 3 years compared to a 10.0% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.分析記事 • Apr 12Arabian Cement (TADAWUL:3010) Has Some Way To Go To Become A Multi-BaggerFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Jan 08Here's What To Make Of Arabian Cement's (TADAWUL:3010) Decelerating Rates Of ReturnIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Dec 12Arabian Cement Company (TADAWUL:3010) Shares Could Be 31% Above Their Intrinsic Value EstimateDoes the December share price for Arabian Cement Company ( TADAWUL:3010 ) reflect what it's really worth? Today, we...Price Target Changed • Nov 16Price target increased to ر.س41.90Up from ر.س32.70, the current price target is an average from 5 analysts. New target price is 17% above last closing price of ر.س35.70. Stock is down 7.5% over the past year. The company is forecast to post earnings per share of ر.س2.19 for next year compared to ر.س1.62 last year.Reported Earnings • Nov 01Third quarter 2022 earnings released: EPS: ر.س0.59 (vs ر.س0.38 in 3Q 2021)Third quarter 2022 results: EPS: ر.س0.59 (up from ر.س0.38 in 3Q 2021). Revenue: ر.س240.6m (up 7.9% from 3Q 2021). Net income: ر.س59.0m (up 56% from 3Q 2021). Profit margin: 25% (up from 17% in 3Q 2021). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Basic Materials industry in Saudi Arabia. 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 5% per year, which means it is well ahead of earnings.お知らせ • Oct 25Arabian Cement Co. Announces A Lawsuit Case At the Commercial Court Against Emaar, the Economic City CompanyArabian Cement Company announced Jeddah Commercial Court against Emaar, the Economic City Company to oblige the defendant (Emaar, the Economic City) to hand over the plaintiff (Arabian Cement Company) a quantity of 4,572,730 tones (four million five hundred and seventy two thousands, and seven hundreds and thirty tons) of limestone in accordance with the agreement signed between the two parties dated 07/06/1433 AH corresponding to 28 /04 /2012 AD. Arabian Cement Company announces the issuance of the appeal court ruling from Jeddah Commercial Court (The 1st appeal chamber) number (4430155177) dated on the 28/03/1444 AH corresponding to 24/10/2022 to revoke the preliminary court ruling of Jeddah Commercial Court (the 15th chamber) dated on the 13/11/1443 AH corresponding to 12/06/2022 AD case number (439006544) due to the lack of jurisdiction of the commercial court. Arabian Cement will proceed with its legal case to the Jeddah General Court.Upcoming Dividend • Aug 25Upcoming dividend of ر.س1.10 per shareEligible shareholders must have bought the stock before 01 September 2022. Payment date: 15 September 2022. The company is paying out more than 100% of its profits and is paying out 95% of its cash flow. Trailing yield: 7.6%. Within top quartile of Saudi dividend payers (4.4%). Higher than average of industry peers (4.7%).分析記事 • Aug 12Arabian Cement (TADAWUL:3010) Will Pay A Smaller Dividend Than Last YearArabian Cement Company ( TADAWUL:3010 ) is reducing its dividend from last year's comparable payment to SAR1.10 on the...Reported Earnings • Aug 11Second quarter 2022 earnings released: EPS: ر.س0.45 (vs ر.س0.34 in 2Q 2021)Second quarter 2022 results: EPS: ر.س0.45 (up from ر.س0.34 in 2Q 2021). Revenue: ر.س231.0m (flat on 2Q 2021). Net income: ر.س45.0m (up 34% from 2Q 2021). Profit margin: 20% (up from 14% in 2Q 2021). Over the next year, revenue is expected to shrink by 4.9% compared to a 4.2% growth forecast for the industry in Saudi Arabia. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.お知らせ • Aug 10Arabian Cement Company Recommends to Distribute Dividends for the First Half of 2022, Payable on September 15, 2022Arabian Cement Company announced the recommendation of the board of directors for the distribution of dividends to the shareholders for the first half of 2022. The Total amount distributed is SAR 110,000,000. Dividend per share is 1.10 SAR. Percentage of Dividend to the Share Par Value (%) is 11.00 %. The eligibility for dividends shall be for the shareholders who owns the shares on Wednesday 04-02-1444 AH corresponding to August 31, 2022 AD, and who registered with the Securities Depository Center Company at the end of the second trading day following the date of maturity. Distribution Date is September 15, 2022.分析記事 • Jul 30Is Now An Opportune Moment To Examine Arabian Cement Company (TADAWUL:3010)?Arabian Cement Company ( TADAWUL:3010 ), is not the largest company out there, but it saw a decent share price growth...分析記事 • Jun 15Returns On Capital Signal Difficult Times Ahead For Arabian Cement (TADAWUL:3010)When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...Reported Earnings • May 18First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: ر.س0.42 (down from ر.س0.67 in 1Q 2021). Revenue: ر.س259.3m (down 19% from 1Q 2021). Net income: ر.س41.9m (down 37% from 1Q 2021). Profit margin: 16% (down from 21% in 1Q 2021). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 11%. Over the next year, revenue is forecast to grow 1.6%, compared to a 6.9% growth forecast for the industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 17% per year.Price Target Changed • Apr 27Price target increased to ر.س44.63Up from ر.س32.70, the current price target is an average from 2 analysts. New target price is 5.9% above last closing price of ر.س42.15. Stock is down 1.3% over the past year. The company is forecast to post earnings per share of ر.س2.33 for next year compared to ر.س1.62 last year.お知らせ • Apr 19Arabian Cement Recommends to Distribute Dividends for the Second Half of 2021Arabian Cement Company announces Approval of the Board of Directors -recommendation to distribute dividends to shareholders for the second half of 2021 in the amount of (SAR 1.5) per share, with a total amount of SAR(150) million (equivalent to 15% of the par value) in addition to what was distributed for the first half of the year 2021 with a value of (125) million riyals, thus the total dividends distributed and proposed to be distributed for the year ending on 12/31/2021 is (275) million riyals (equivalent to (27.5% of the nominal value of the share) at a rate of (2.75) riyals per share.分析記事 • Mar 31Are Investors Undervaluing Arabian Cement Company (TADAWUL:3010) By 30%?How far off is Arabian Cement Company ( TADAWUL:3010 ) from its intrinsic value? Using the most recent financial data...分析記事 • Mar 06Should You Investigate Arabian Cement Company (TADAWUL:3010) At ر.س40.60?While Arabian Cement Company ( TADAWUL:3010 ) might not be the most widely known stock at the moment, it saw a decent...お知らせ • Mar 01Arabian Cement Company Announces the Distribution of Cash Dividend for the Second Half of the Year 2021Arabian Cement Company announced the recommendation of the board of directors for the distribution of dividend of SAR 1.50 per share to the shareholders for the second half of 2021. The Total amount distributed is SAR 150,000,000.Reported Earnings • Mar 01Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: ر.س1.62 (down from ر.س1.85 in FY 2020). Revenue: ر.س1.03b (up 19% from FY 2020). Net income: ر.س161.5m (down 13% from FY 2020). Profit margin: 16% (down from 21% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 5.1% while the industry in Saudi Arabia is not expected to grow. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.分析記事 • Jan 11Arabian Cement (TADAWUL:3010) Could Be At Risk Of Shrinking As A CompanyIf you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...Reported Earnings • Oct 30Third quarter 2021 earnings released: EPS ر.س0.38 (vs ر.س0.79 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ر.س222.9m (down 5.9% from 3Q 2020). Net income: ر.س37.7m (down 52% from 3Q 2020). Profit margin: 17% (down from 33% in 3Q 2020). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.分析記事 • Aug 21Capital Allocation Trends At Arabian Cement (TADAWUL:3010) Aren't IdealWhen researching a stock for investment, what can tell us that the company is in decline? A business that's potentially...Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS ر.س0.34 (vs ر.س0.076 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ر.س233.0m (up 67% from 2Q 2020). Net income: ر.س33.5m (up 341% from 2Q 2020). Profit margin: 14% (up from 5.4% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 06Brokers Are Upgrading Their Views On Arabian Cement Company (TADAWUL:3010) With These New ForecastsArabian Cement Company ( TADAWUL:3010 ) shareholders will have a reason to smile today, with the analysts making...Major Estimate Revision • Jul 06Consensus revenue estimates increase to ر.س1.16bThe consensus outlook for revenues in 2021 has improved. 2021 revenue forecast increased from ر.س1.00b to ر.س1.16b. EPS estimate increased from ر.س2.20 to ر.س3.01 per share. Net income forecast to grow 29% next year vs 16% growth forecast for Basic Materials industry in Saudi Arabia. Consensus price target of ر.س47.09 unchanged from last update. Share price rose 2.3% to ر.س46.45 over the past week.分析記事 • Jun 07Calculating The Fair Value Of Arabian Cement Company (TADAWUL:3010)Today we will run through one way of estimating the intrinsic value of Arabian Cement Company ( TADAWUL:3010 ) by...分析記事 • May 17Arabian Cement's (TADAWUL:3010) Returns On Capital Tell Us There Is Reason To Feel UneasyIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? A business...Reported Earnings • May 08First quarter 2021 earnings released: EPS ر.س0.67 (vs ر.س0.45 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: ر.س321.5m (up 57% from 1Q 2020). Net income: ر.س67.0m (up 48% from 1Q 2020). Profit margin: 21% (down from 22% in 1Q 2020). The decrease in margin was driven by higher expenses. 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 14% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Apr 05Upcoming dividend of ر.س1.25 per shareEligible shareholders must have bought the stock before 12 April 2021. Payment date: 07 May 2021. Trailing yield: 5.6%. Within top quartile of Saudi dividend payers (4.5%). Higher than average of industry peers (5.0%).お知らせ • Mar 19Arabian Cement Company, Annual General Meeting, Apr 11, 2021Arabian Cement Company, Annual General Meeting, Apr 11, 2021, at 16:00 Coordinated Universal Time.分析記事 • Mar 16Know This Before Buying Arabian Cement Co. (TADAWUL:3010) For Its DividendToday we'll take a closer look at Arabian Cement Co. ( TADAWUL:3010 ) from a dividend investor's perspective. Owning a...Analyst Estimate Surprise Post Earnings • Mar 13Revenue beats expectationsRevenue exceeded analyst estimates by 7.9%. Over the next year, revenue is forecast to grow 4.9%, compared to a 5.8% growth forecast for the Basic Materials industry in Saudi Arabia.Price Target Changed • Mar 06Price target raised to ر.س37.26Up from ر.س32.70, the current price target is an average from 3 analysts. The new target price is 8.9% below the current share price of ر.س40.90. As of last close, the stock is up 23% over the past year.Reported Earnings • Mar 03Full year 2020 earnings released: EPS ر.س1.85 (vs ر.س2.09 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: ر.س871.9m (up 12% from FY 2019). Net income: ر.س184.9m (down 11% from FY 2019). Profit margin: 21% (down from 27% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.分析記事 • Feb 23Estimating The Fair Value Of Arabian Cement Co. (TADAWUL:3010)How far off is Arabian Cement Co. ( TADAWUL:3010 ) from its intrinsic value? Using the most recent financial data...分析記事 • Feb 06Should You Be Worried About Arabian Cement's (TADAWUL:3010) Returns On Capital?What financial metrics can indicate to us that a company is maturing or even in decline? More often than not, we'll see...分析記事 • Jan 19Arabian Cement Co.'s (TADAWUL:3010) Stock Going Strong But Fundamentals Look Weak: What Implications Could This Have On The Stock?Arabian Cement's (TADAWUL:3010) stock is up by a considerable 34% over the past three months. We, however wanted to...お知らせ • Jan 04Arabian Cement Company Announces Board AppointmentsArabian Cement Company announced the following directives of its newly elected board in its first meeting held on Jan. 2, 2021: First: The appointment of HE Eng. Abdullah Mohammed Noor Rehaimi (Independent) as Chairman of the Board of Directors. Second: The appointment of Mr. Saud Abdulaziz AlSulaiman (Non-executive) as Vice Chairman of the Board of Directors. Third: Formation of the Remuneration and Nomination Committee as follows: 1. Eng. Al Waleed Abdulrazaq AlDereyaan (Independent) as Chairman of the Committee. 2. Mr. Turki Abdullah AlRajhi (Non-executive) as Member. 3. Mr. Yousef Saleh Abalkhail (Independent) as Member. Fourth: Formation of the Corporate Governance and Social Responsibility Committee as follows: 1. Eng. Al Waleed Abdulrazaq AlDereyaan (Independent) as Chairman of the Committee. 2. Mr. Turki Abdullah AlRajhi (Non-executive) as Member. 3. Mr. Yousef Saleh Abalkhail (Independent) as Member. Fifth: Formation of the Risk Management Committee as follows: 1. Eng. Moutaz Qusai AlAzzawi (Non - executive) as Chairman of the Committee. 2. Mr. Fahad Abdullah Alissa. (Independent) as Member. 3. Mr. Naif Mesned AlMesned (External expert) as Member. Sixth: The approval of the General Assembly Meeting No. (64), dated Dec. 13, 2020, was previously announced to appoint the following Audit Committee members as follows: 1. Eng. Moutaz Qusai AlAzzawi (Non-executive) as Chairman of the Committee. 2. Mr. Fahad Abdullah Alissa (Non-executive) as Member. 3. Mr. Abdulatif Ali AlSeif (Independent) as Member. 4. Mr. Abdulaziz Saleh Ablkhail (External Expert) as Member. Seventh: Representatives of the company have been appointed to the Capital Market Authority (CMA) and the Saudi Stock Exchange Company (Tadawul) for all purposes related to the application of the Capital Market Law and implementing its regulations. Eighth: Appointment Mr. Hani Mohammed Lahji - Secretary of the Board of Directors.Is New 90 Day High Low • Jan 01New 90-day high: ر.س36.85The company is up 15% from its price of ر.س32.10 on 01 October 2020. The Saudi market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ر.س45.06 per share.分析記事 • Jan 01Arabian Cement (TADAWUL:3010) Has Compensated Shareholders With A 26% Return On Their InvestmentWhile it may not be enough for some shareholders, we think it is good to see the Arabian Cement Co. ( TADAWUL:3010...分析記事 • Dec 13Should Arabian Cement Co. (TADAWUL:3010) Be Part Of Your Dividend Portfolio?Dividend paying stocks like Arabian Cement Co. ( TADAWUL:3010 ) tend to be popular with investors, and for good reason...Is New 90 Day High Low • Dec 04New 90-day high: ر.س33.90The company is up 13% from its price of ر.س29.95 on 03 September 2020. The Saudi market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ر.س36.89 per share.分析記事 • Nov 24Estimating The Fair Value Of Arabian Cement Co. (TADAWUL:3010)How far off is Arabian Cement Co. (TADAWUL:3010) from its intrinsic value? Using the most recent financial data, we'll...Reported Earnings • Oct 31Third quarter earnings releasedOver the last 12 months the company has reported total profits of ر.س205.2m, up 35% from the prior year. Total revenue was ر.س815.8m over the last 12 months, up 13% from the prior year.Is New 90 Day High Low • Oct 15New 90-day high: ر.س33.60The company is up 21% from its price of ر.س27.80 on 16 July 2020. The Saudi market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Basic Materials industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ر.س56.41 per share.収支内訳Arabian Cement の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史SASE:3010 収益、費用、利益 ( )SAR Millions日付収益収益G+A経費研究開発費31 Mar 261,07419572031 Dec 251,06215871030 Sep 2599414169030 Jun 2592612166031 Mar 2586812166031 Dec 2485815266030 Sep 2485316266030 Jun 2484214669031 Mar 2486314572031 Dec 2387614071030 Sep 2389114270030 Jun 2391817169031 Mar 2395218871031 Dec 2297118180030 Sep 2298716979030 Jun 2296914883031 Mar 2297113686031 Dec 211,03316287030 Sep 211,068192100030 Jun 211,08223391031 Mar 2198920782031 Dec 2087218571030 Sep 2081620562030 Jun 2077218761031 Mar 2079721760031 Dec 1978220958030 Sep 1972315156030 Jun 1964710560031 Mar 195901761031 Dec 18601-2667030 Sep 186745474030 Jun 187197070031 Mar 1883315671031 Dec 1790626367030 Sep 1789819265030 Jun 1798325965031 Mar 171,12436564031 Dec 161,25749066030 Sep 161,43261763030 Jun 161,51161062031 Mar 161,59463062031 Dec 151,64360065030 Sep 151,658591640質の高い収益: 3010は 高品質の収益 を持っています。利益率の向上: 3010の現在の純利益率 (18.1%)は、昨年(13.9%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 3010の収益は過去 5 年間で年間5.8%減少しました。成長の加速: 3010の過去 1 年間の収益成長率 ( 61.3% ) は、5 年間の平均 ( 年間-5.8%を上回っています。収益対業界: 3010の過去 1 年間の収益成長率 ( 61.3% ) はBasic Materials業界5.1%を上回りました。株主資本利益率高いROE: 3010の 自己資本利益率 ( 7.3% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health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2026/07/12 05:14終値2026/07/12 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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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Arabian Cement Company 3 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。10 アナリスト機関Jassim Al-JubranAljazira Capital Companynull nullAl Rajhi CapitalAhmed AbdelmeguidBeltone Financial7 その他のアナリストを表示
Reported Earnings • Apr 29First quarter 2026 earnings released: EPS: ر.س0.60 (vs ر.س0.24 in 1Q 2025)First quarter 2026 results: EPS: ر.س0.60 (up from ر.س0.24 in 1Q 2025). Revenue: ر.س250.2m (up 5.1% from 1Q 2025). Net income: ر.س59.9m (up 155% from 1Q 2025). Profit margin: 24% (up from 9.9% in 1Q 2025). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Feb 19Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: ر.س1.65 (up from ر.س1.60 in FY 2024). Revenue: ر.س1.06b (up 24% from FY 2024). Net income: ر.س165.0m (up 3.1% from FY 2024). Profit margin: 16% (down from 19% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 8.6% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Oct 28Third quarter 2025 earnings released: EPS: ر.س0.65 (vs ر.س0.46 in 3Q 2024)Third quarter 2025 results: EPS: ر.س0.65 (up from ر.س0.46 in 3Q 2024). Revenue: ر.س293.2m (up 30% from 3Q 2024). Net income: ر.س65.5m (up 43% from 3Q 2024). Profit margin: 22% (up from 20% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Aug 02Second quarter 2025 earnings released: EPS: ر.س0.21 (vs ر.س0.29 in 2Q 2024)Second quarter 2025 results: EPS: ر.س0.21 (down from ر.س0.29 in 2Q 2024). Revenue: ر.س232.8m (up 33% from 2Q 2024). Net income: ر.س20.5m (down 29% from 2Q 2024). Profit margin: 8.8% (down from 17% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
Reported Earnings • May 08First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: ر.س0.24 (down from ر.س0.54 in 1Q 2024). Revenue: ر.س238.1m (up 4.6% from 1Q 2024). Net income: ر.س23.6m (down 56% from 1Q 2024). Profit margin: 9.9% (down from 24% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 45%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.
分析記事 • Nov 07We Think That There Are Some Issues For Arabian Cement (TADAWUL:3010) Beyond Its Promising EarningsArabian Cement Company's ( TADAWUL:3010 ) robust recent earnings didn't do much to move the stock. We believe that...
Buy Or Sell Opportunity • Jun 15Now 21% overvaluedOver the last 90 days, the stock has fallen 1.0% to ر.س23.26. The fair value is estimated to be ر.س19.26, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to decline by 10% in the next 2 years.
Board Change • Jun 06High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Mazen Hani Al Tamimi was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 29First quarter 2026 earnings released: EPS: ر.س0.60 (vs ر.س0.24 in 1Q 2025)First quarter 2026 results: EPS: ر.س0.60 (up from ر.س0.24 in 1Q 2025). Revenue: ر.س250.2m (up 5.1% from 1Q 2025). Net income: ر.س59.9m (up 155% from 1Q 2025). Profit margin: 24% (up from 9.9% in 1Q 2025). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
Buy Or Sell Opportunity • Apr 23Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at ر.س22.32. The fair value is estimated to be ر.س18.58, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.2%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings are also forecast to grow by 3.4% per annum over the same time period.
お知らせ • Apr 17Arabian Cement Company Approves Cash Dividend for the Second Half of 2025, Payable on April 30, 2026 ADArabian Cement Company at its 71st Ordinary General Assembly meeting (the Second meeting), which was held on 27-10-1447H corresponding to April 15, 2026 approved the recommendation of the board of directors to distribute cash dividends in the amount of (100) million Riyals to shareholders for the second half of 2025 (1) Riyal per share (equivalent to 10% of the capital). Provided that the eligibility of shareholders owning shares by the end of the trading day of the General Assembly and registered in the Register of shareholders of the company with the Securities Depository Center Company (Edaa) at the end of the second trading day following the date of the General Assembly, the date of dividend distribution will be on 13/11/1447 AH corresponding to April 30, 2026 AD.
Upcoming Dividend • Apr 09Upcoming dividend of ر.س1.00 per shareEligible shareholders must have bought the stock before 16 April 2026. Payment date: 30 April 2026. Payout ratio and cash payout ratio are on the higher end at 95% and 95% respectively. Trailing yield: 6.4%. Within top quartile of Saudi dividend payers (5.8%). In line with average of industry peers (6.3%).
Buy Or Sell Opportunity • Mar 31Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to ر.س23.73. The fair value is estimated to be ر.س19.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.2%. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.
Buy Or Sell Opportunity • Mar 16Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to ر.س23.51. The fair value is estimated to be ر.س19.55, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 7.4%. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 11% in the next 2 years.
Declared Dividend • Mar 06Final dividend of ر.س1.00 announcedShareholders will receive a dividend of ر.س1.00. Ex-date: 16th April 2026 Payment date: 30th April 2026 Dividend yield will be 6.7%, which is higher than the industry average of 4.6%. Sustainability & Growth Dividend is covered by both earnings (89% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 11% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 05Arabian Cement Company, Annual General Meeting, Apr 15, 2026Arabian Cement Company, Annual General Meeting, Apr 15, 2026, at 18:30 Arab Standard Time. Location: jeddah Saudi Arabia
Reported Earnings • Feb 19Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: ر.س1.65 (up from ر.س1.60 in FY 2024). Revenue: ر.س1.06b (up 24% from FY 2024). Net income: ر.س165.0m (up 3.1% from FY 2024). Profit margin: 16% (down from 19% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 8.6% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Oct 28Third quarter 2025 earnings released: EPS: ر.س0.65 (vs ر.س0.46 in 3Q 2024)Third quarter 2025 results: EPS: ر.س0.65 (up from ر.س0.46 in 3Q 2024). Revenue: ر.س293.2m (up 30% from 3Q 2024). Net income: ر.س65.5m (up 43% from 3Q 2024). Profit margin: 22% (up from 20% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.
Price Target Changed • Oct 25Price target decreased by 11% to ر.س28.43Down from ر.س31.83, the current price target is an average from 3 analysts. New target price is 34% above last closing price of ر.س21.21. Stock is down 12% over the past year. The company posted earnings per share of ر.س1.60 last year.
New Risk • Sep 05New major risk - Revenue and earnings growthEarnings have declined by 8.1% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 8.1% per year over the past 5 years. Minor Risk Dividend is not well covered by cash flows (111% cash payout ratio).
Reported Earnings • Aug 02Second quarter 2025 earnings released: EPS: ر.س0.21 (vs ر.س0.29 in 2Q 2024)Second quarter 2025 results: EPS: ر.س0.21 (down from ر.س0.29 in 2Q 2024). Revenue: ر.س232.8m (up 33% from 2Q 2024). Net income: ر.س20.5m (down 29% from 2Q 2024). Profit margin: 8.8% (down from 17% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
分析記事 • Aug 01Arabian Cement Company's (TADAWUL:3010) Subdued P/E Might Signal An OpportunityWhen close to half the companies in Saudi Arabia have price-to-earnings ratios (or "P/E's") above 21x, you may consider...
Buy Or Sell Opportunity • Jul 30Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to ر.س20.80. The fair value is estimated to be ر.س26.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.6% over the last 3 years. Earnings per share has declined by 3.4%. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 42% in the next 2 years.
Price Target Changed • Jul 08Price target decreased by 9.8% to ر.س29.77Down from ر.س33.00, the current price target is an average from 3 analysts. New target price is 29% above last closing price of ر.س23.03. Stock is down 19% over the past year. The company is forecast to post earnings per share of ر.س1.81 for next year compared to ر.س1.60 last year.
Reported Earnings • May 08First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: ر.س0.24 (down from ر.س0.54 in 1Q 2024). Revenue: ر.س238.1m (up 4.6% from 1Q 2024). Net income: ر.س23.6m (down 56% from 1Q 2024). Profit margin: 9.9% (down from 24% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 45%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.
お知らせ • Apr 29Arabian Cement Company Announces Cash Dividend for the Second Half of 2024Arabian Cement Company announced Approval of the Board of Directors recommendation to distribute cash dividends in the amount of (75) million Riyals to shareholders for the second half of 2024 (0.75) Riyal per share (equivalent to 7.5% of the capital). Provided that the eligibility of shareholders owning shares by the end of the trading day of the General Assembly and registered in the Register of shareholders of the company with the Securities Depository Center Company (Edaa) at the end of the second trading day following the due date, the date of dividend distribution will be on Thursday 17/11/1446 AH corresponding to 15/05/2025 AD.
Upcoming Dividend • Apr 21Upcoming dividend of ر.س0.75 per shareEligible shareholders must have bought the stock before 28 April 2025. Payment date: 15 May 2025. Payout ratio is on the higher end at 94%, and the cash payout ratio is above 100%. Trailing yield: 5.8%. Within top quartile of Saudi dividend payers (5.1%). Higher than average of industry peers (4.7%).
Declared Dividend • Mar 26Final dividend of ر.س0.75 announcedShareholders will receive a dividend of ر.س0.75. Ex-date: 28th April 2025 Payment date: 15th May 2025 Dividend yield will be 5.6%, which is higher than the industry average of 4.6%. Sustainability & Growth Dividend is not adequately covered by earnings (94% earnings payout ratio) nor is it covered by cash flows (113% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 4.1% to bring the payout ratio under control. EPS is expected to grow by 24% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Mar 25Arabian Cement Company, Annual General Meeting, Apr 27, 2025Arabian Cement Company, Annual General Meeting, Apr 27, 2025, at 19:00 Arab Standard Time. Location: jeddah Saudi Arabia
New Risk • Feb 21New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 93% Cash payout ratio: 91% Dividend yield: 5.8% 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. This is currently the only risk that has been identified for the company.
分析記事 • Nov 07We Think That There Are Some Issues For Arabian Cement (TADAWUL:3010) Beyond Its Promising EarningsArabian Cement Company's ( TADAWUL:3010 ) robust recent earnings didn't do much to move the stock. We believe that...
Reported Earnings • Oct 30Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: ر.س0.46 (up from ر.س0.30 in 3Q 2023). Revenue: ر.س224.9m (up 5.3% from 3Q 2023). Net income: ر.س45.8m (up 54% from 3Q 2023). Profit margin: 20% (up from 14% in 3Q 2023). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) exceeded analyst estimates by 53%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: ر.س0.29 (vs ر.س0.28 in 2Q 2023)Second quarter 2024 results: EPS: ر.س0.29 (up from ر.س0.28 in 2Q 2023). Revenue: ر.س175.2m (down 11% from 2Q 2023). Net income: ر.س28.9m (up 3.2% from 2Q 2023). Profit margin: 17% (up from 14% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.
Reported Earnings • May 08First quarter 2024 earnings released: EPS: ر.س0.54 (vs ر.س0.49 in 1Q 2023)First quarter 2024 results: EPS: ر.س0.54 (up from ر.س0.49 in 1Q 2023). Revenue: ر.س227.6m (down 5.2% from 1Q 2023). Net income: ر.س54.2m (up 10% from 1Q 2023). Profit margin: 24% (up from 21% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 11% per year and the company’s share price has also fallen by 11% per year.
Major Estimate Revision • Apr 23Consensus EPS estimates increase by 21%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from ر.س1.37 to ر.س1.66. Revenue forecast unchanged at ر.س955.0m. Net income forecast to grow 18% next year vs 18% decline forecast for Basic Materials industry in Saudi Arabia. Consensus price target broadly unchanged at ر.س35.10. Share price fell 2.4% to ر.س31.90 over the past week.
お知らせ • Apr 03Arabian Cement Company, Annual General Meeting, Apr 28, 2024Arabian Cement Company, Annual General Meeting, Apr 28, 2024, at 15:30 Coordinated Universal Time. Agenda: To consider and discuss the Board of Directors' report for the FY ending at December 31, 2023; to consider company's auditor report for the FY ending on December 31, 2023; to consider the company's financial statements for the FY ending on December 31, 2023; and to consider other matters.
分析記事 • Mar 22Arabian Cement's (TADAWUL:3010) Weak Earnings May Only Reveal A Part Of The Whole PictureArabian Cement Company's ( TADAWUL:3010 ) recent weak earnings report didn't cause a big stock movement. We think that...
Reported Earnings • Mar 16Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: ر.س1.40 (down from ر.س1.81 in FY 2022). Revenue: ر.س875.8m (down 9.8% from FY 2022). Net income: ر.س139.6m (down 23% from FY 2022). Profit margin: 16% (down from 19% in FY 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.1%. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 8% per year.
分析記事 • Feb 20Returns On Capital Are Showing Encouraging Signs At Arabian Cement (TADAWUL:3010)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
お知らせ • Jan 01Arabian Cement Company Announces Management ChangesArabian Cement Company at its Ordinary General Assembly Meeting held on December 17, 2023 announced the selection of the chairman, the vice chairman, the secretary of the board, board committees’ formation and appointment of company representatives. Appointment Eng. Mutaz Kusai Hassan AlAzzawi (Chairman of the Board of Directors) (Non-Executive). Appointment Mr. Saud Abdulaziz Abdullah Al-Sulaiman (Vice Chairman of the Board of Directors) (Non-Executive). Appointment Mr. Hani Mohamed Lehji (Secretary of the Board of Directors). Formation of Aduit committees as per the following: Mr. Mazen Hani Zaki Altamimi (Chairman of the Committee) (independent), Mr. Fahad Abdullah Mohammed Alissa (Committee Member) (Non-Executive). Mr. Abdulaziz Abdullah Abdulaziz Al-Molhem (Committee Member) (independent), Mr. Talal Husamaldeen Hasan Al-Rasheed (Committee Member) (independent). Formation of the Nomination Remuneration Committee as per the following: Mr. Khaled Malik Rafiq Al-Ghalib Al-Sharif (Chairman of the Committee) (independent). Mr. Turki Abdullah Abdulaziz Al-Rajhi (Committee Member) (Non-Executive). Mr. Yousef Saleh Mansour Abalkhail (Committee Member) (independent). Mr. Talal Husamaldeen Hasan Al-Rasheed (Committee Member) (independent). Formation of the Investment Committee as per the following: Mr. Saud Abdulaziz Abdullah Al-Sulaiman (Chairman of the Committee). Eng. Mutaz Kusai Hassan AlAzzawi (Committee Member). Mr. Fahad Abdullah Mohammed Alissa (Committee Member).
Major Estimate Revision • Dec 26Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from ر.س870.4m to ر.س887.9m. EPS estimate increased from ر.س1.30 to ر.س1.45 per share. Net income forecast to grow 14% next year vs 8.2% growth forecast for Basic Materials industry in Saudi Arabia. Consensus price target broadly unchanged at ر.س38.05. Share price was steady at ر.س34.60 over the past week.
お知らせ • Dec 19Arabian Cement Company Announces Board AppointmentsArabian Cement Company at its Ordinary General Assembly Meeting (First Meeting) held on December 17, 2023, approved election of Mr. Talal Husamaldeen Hassan Alrasheed; Mr. Khaled Malik Rafiq Al- Ghalib Al-Sharif; Mr. Abdulaziz Abdullah Abdulaziz Al Molhem and Mr. Mazen Hani Zaki Altamimi as members of the Board of Directors for the next board term starting on January 1, 2024 and ending on December 31, 2027.
Major Estimate Revision • Nov 18Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from ر.س1.48 to ر.س1.30. Revenue forecast unchanged from ر.س870.4m at last update. Net income forecast to grow 12% next year vs 6.7% growth forecast for Basic Materials industry in Saudi Arabia. Consensus price target down from ر.س39.98 to ر.س38.23. Share price rose 3.0% to ر.س32.95 over the past week.
Reported Earnings • Nov 07Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: ر.س0.30 (down from ر.س0.59 in 3Q 2022). Revenue: ر.س213.7m (down 11% from 3Q 2022). Net income: ر.س29.7m (down 50% from 3Q 2022). Profit margin: 14% (down from 25% in 3Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue missed analyst estimates by 9.1%. Earnings per share (EPS) also missed analyst estimates by 33%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: ر.س0.28 (vs ر.س0.45 in 2Q 2022)Second quarter 2023 results: EPS: ر.س0.28 (down from ر.س0.45 in 2Q 2022). Revenue: ر.س196.8m (down 15% from 2Q 2022). Net income: ر.س28.0m (down 38% from 2Q 2022). Profit margin: 14% (down from 20% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Basic Materials industry in Saudi Arabia. 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 8% per year, which means it is well ahead of earnings.
Price Target Changed • Aug 03Price target increased by 9.6% to ر.س41.97Up from ر.س38.30, the current price target is an average from 3 analysts. New target price is 10% above last closing price of ر.س38.10. Stock is up 0.4% over the past year. The company is forecast to post earnings per share of ر.س1.60 for next year compared to ر.س1.81 last year.
Major Estimate Revision • Jun 21Consensus EPS estimates fall by 43%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from ر.س2.47 to ر.س1.40. Revenue forecast unchanged from ر.س867.2m at last update. Net income forecast to shrink 17% next year vs 38% growth forecast for Basic Materials industry in Saudi Arabia . Consensus price target up from ر.س38.30 to ر.س40.30. Share price rose 2.7% to ر.س39.60 over the past week.
Reported Earnings • May 20First quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2023 results: EPS: ر.س0.49 (up from ر.س0.42 in 1Q 2022). Revenue: ر.س240.1m (down 7.4% from 1Q 2022). Net income: ر.س49.2m (up 17% from 1Q 2022). Profit margin: 21% (up from 16% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 5.4%. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to stay flat during the next 3 years compared to a 10.0% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
分析記事 • Apr 12Arabian Cement (TADAWUL:3010) Has Some Way To Go To Become A Multi-BaggerFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Jan 08Here's What To Make Of Arabian Cement's (TADAWUL:3010) Decelerating Rates Of ReturnIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Dec 12Arabian Cement Company (TADAWUL:3010) Shares Could Be 31% Above Their Intrinsic Value EstimateDoes the December share price for Arabian Cement Company ( TADAWUL:3010 ) reflect what it's really worth? Today, we...
Price Target Changed • Nov 16Price target increased to ر.س41.90Up from ر.س32.70, the current price target is an average from 5 analysts. New target price is 17% above last closing price of ر.س35.70. Stock is down 7.5% over the past year. The company is forecast to post earnings per share of ر.س2.19 for next year compared to ر.س1.62 last year.
Reported Earnings • Nov 01Third quarter 2022 earnings released: EPS: ر.س0.59 (vs ر.س0.38 in 3Q 2021)Third quarter 2022 results: EPS: ر.س0.59 (up from ر.س0.38 in 3Q 2021). Revenue: ر.س240.6m (up 7.9% from 3Q 2021). Net income: ر.س59.0m (up 56% from 3Q 2021). Profit margin: 25% (up from 17% in 3Q 2021). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Basic Materials industry in Saudi Arabia. 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 5% per year, which means it is well ahead of earnings.
お知らせ • Oct 25Arabian Cement Co. Announces A Lawsuit Case At the Commercial Court Against Emaar, the Economic City CompanyArabian Cement Company announced Jeddah Commercial Court against Emaar, the Economic City Company to oblige the defendant (Emaar, the Economic City) to hand over the plaintiff (Arabian Cement Company) a quantity of 4,572,730 tones (four million five hundred and seventy two thousands, and seven hundreds and thirty tons) of limestone in accordance with the agreement signed between the two parties dated 07/06/1433 AH corresponding to 28 /04 /2012 AD. Arabian Cement Company announces the issuance of the appeal court ruling from Jeddah Commercial Court (The 1st appeal chamber) number (4430155177) dated on the 28/03/1444 AH corresponding to 24/10/2022 to revoke the preliminary court ruling of Jeddah Commercial Court (the 15th chamber) dated on the 13/11/1443 AH corresponding to 12/06/2022 AD case number (439006544) due to the lack of jurisdiction of the commercial court. Arabian Cement will proceed with its legal case to the Jeddah General Court.
Upcoming Dividend • Aug 25Upcoming dividend of ر.س1.10 per shareEligible shareholders must have bought the stock before 01 September 2022. Payment date: 15 September 2022. The company is paying out more than 100% of its profits and is paying out 95% of its cash flow. Trailing yield: 7.6%. Within top quartile of Saudi dividend payers (4.4%). Higher than average of industry peers (4.7%).
分析記事 • Aug 12Arabian Cement (TADAWUL:3010) Will Pay A Smaller Dividend Than Last YearArabian Cement Company ( TADAWUL:3010 ) is reducing its dividend from last year's comparable payment to SAR1.10 on the...
Reported Earnings • Aug 11Second quarter 2022 earnings released: EPS: ر.س0.45 (vs ر.س0.34 in 2Q 2021)Second quarter 2022 results: EPS: ر.س0.45 (up from ر.س0.34 in 2Q 2021). Revenue: ر.س231.0m (flat on 2Q 2021). Net income: ر.س45.0m (up 34% from 2Q 2021). Profit margin: 20% (up from 14% in 2Q 2021). Over the next year, revenue is expected to shrink by 4.9% compared to a 4.2% growth forecast for the industry in Saudi Arabia. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
お知らせ • Aug 10Arabian Cement Company Recommends to Distribute Dividends for the First Half of 2022, Payable on September 15, 2022Arabian Cement Company announced the recommendation of the board of directors for the distribution of dividends to the shareholders for the first half of 2022. The Total amount distributed is SAR 110,000,000. Dividend per share is 1.10 SAR. Percentage of Dividend to the Share Par Value (%) is 11.00 %. The eligibility for dividends shall be for the shareholders who owns the shares on Wednesday 04-02-1444 AH corresponding to August 31, 2022 AD, and who registered with the Securities Depository Center Company at the end of the second trading day following the date of maturity. Distribution Date is September 15, 2022.
分析記事 • Jul 30Is Now An Opportune Moment To Examine Arabian Cement Company (TADAWUL:3010)?Arabian Cement Company ( TADAWUL:3010 ), is not the largest company out there, but it saw a decent share price growth...
分析記事 • Jun 15Returns On Capital Signal Difficult Times Ahead For Arabian Cement (TADAWUL:3010)When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
Reported Earnings • May 18First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: ر.س0.42 (down from ر.س0.67 in 1Q 2021). Revenue: ر.س259.3m (down 19% from 1Q 2021). Net income: ر.س41.9m (down 37% from 1Q 2021). Profit margin: 16% (down from 21% in 1Q 2021). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 11%. Over the next year, revenue is forecast to grow 1.6%, compared to a 6.9% growth forecast for the industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 17% per year.
Price Target Changed • Apr 27Price target increased to ر.س44.63Up from ر.س32.70, the current price target is an average from 2 analysts. New target price is 5.9% above last closing price of ر.س42.15. Stock is down 1.3% over the past year. The company is forecast to post earnings per share of ر.س2.33 for next year compared to ر.س1.62 last year.
お知らせ • Apr 19Arabian Cement Recommends to Distribute Dividends for the Second Half of 2021Arabian Cement Company announces Approval of the Board of Directors -recommendation to distribute dividends to shareholders for the second half of 2021 in the amount of (SAR 1.5) per share, with a total amount of SAR(150) million (equivalent to 15% of the par value) in addition to what was distributed for the first half of the year 2021 with a value of (125) million riyals, thus the total dividends distributed and proposed to be distributed for the year ending on 12/31/2021 is (275) million riyals (equivalent to (27.5% of the nominal value of the share) at a rate of (2.75) riyals per share.
分析記事 • Mar 31Are Investors Undervaluing Arabian Cement Company (TADAWUL:3010) By 30%?How far off is Arabian Cement Company ( TADAWUL:3010 ) from its intrinsic value? Using the most recent financial data...
分析記事 • Mar 06Should You Investigate Arabian Cement Company (TADAWUL:3010) At ر.س40.60?While Arabian Cement Company ( TADAWUL:3010 ) might not be the most widely known stock at the moment, it saw a decent...
お知らせ • Mar 01Arabian Cement Company Announces the Distribution of Cash Dividend for the Second Half of the Year 2021Arabian Cement Company announced the recommendation of the board of directors for the distribution of dividend of SAR 1.50 per share to the shareholders for the second half of 2021. The Total amount distributed is SAR 150,000,000.
Reported Earnings • Mar 01Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: ر.س1.62 (down from ر.س1.85 in FY 2020). Revenue: ر.س1.03b (up 19% from FY 2020). Net income: ر.س161.5m (down 13% from FY 2020). Profit margin: 16% (down from 21% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 5.1% while the industry in Saudi Arabia is not expected to grow. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
分析記事 • Jan 11Arabian Cement (TADAWUL:3010) Could Be At Risk Of Shrinking As A CompanyIf you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...
Reported Earnings • Oct 30Third quarter 2021 earnings released: EPS ر.س0.38 (vs ر.س0.79 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ر.س222.9m (down 5.9% from 3Q 2020). Net income: ر.س37.7m (down 52% from 3Q 2020). Profit margin: 17% (down from 33% in 3Q 2020). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
分析記事 • Aug 21Capital Allocation Trends At Arabian Cement (TADAWUL:3010) Aren't IdealWhen researching a stock for investment, what can tell us that the company is in decline? A business that's potentially...
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS ر.س0.34 (vs ر.س0.076 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ر.س233.0m (up 67% from 2Q 2020). Net income: ر.س33.5m (up 341% from 2Q 2020). Profit margin: 14% (up from 5.4% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 06Brokers Are Upgrading Their Views On Arabian Cement Company (TADAWUL:3010) With These New ForecastsArabian Cement Company ( TADAWUL:3010 ) shareholders will have a reason to smile today, with the analysts making...
Major Estimate Revision • Jul 06Consensus revenue estimates increase to ر.س1.16bThe consensus outlook for revenues in 2021 has improved. 2021 revenue forecast increased from ر.س1.00b to ر.س1.16b. EPS estimate increased from ر.س2.20 to ر.س3.01 per share. Net income forecast to grow 29% next year vs 16% growth forecast for Basic Materials industry in Saudi Arabia. Consensus price target of ر.س47.09 unchanged from last update. Share price rose 2.3% to ر.س46.45 over the past week.
分析記事 • Jun 07Calculating The Fair Value Of Arabian Cement Company (TADAWUL:3010)Today we will run through one way of estimating the intrinsic value of Arabian Cement Company ( TADAWUL:3010 ) by...
分析記事 • May 17Arabian Cement's (TADAWUL:3010) Returns On Capital Tell Us There Is Reason To Feel UneasyIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? A business...
Reported Earnings • May 08First quarter 2021 earnings released: EPS ر.س0.67 (vs ر.س0.45 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: ر.س321.5m (up 57% from 1Q 2020). Net income: ر.س67.0m (up 48% from 1Q 2020). Profit margin: 21% (down from 22% in 1Q 2020). The decrease in margin was driven by higher expenses. 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 14% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Apr 05Upcoming dividend of ر.س1.25 per shareEligible shareholders must have bought the stock before 12 April 2021. Payment date: 07 May 2021. Trailing yield: 5.6%. Within top quartile of Saudi dividend payers (4.5%). Higher than average of industry peers (5.0%).
お知らせ • Mar 19Arabian Cement Company, Annual General Meeting, Apr 11, 2021Arabian Cement Company, Annual General Meeting, Apr 11, 2021, at 16:00 Coordinated Universal Time.
分析記事 • Mar 16Know This Before Buying Arabian Cement Co. (TADAWUL:3010) For Its DividendToday we'll take a closer look at Arabian Cement Co. ( TADAWUL:3010 ) from a dividend investor's perspective. Owning a...
Analyst Estimate Surprise Post Earnings • Mar 13Revenue beats expectationsRevenue exceeded analyst estimates by 7.9%. Over the next year, revenue is forecast to grow 4.9%, compared to a 5.8% growth forecast for the Basic Materials industry in Saudi Arabia.
Price Target Changed • Mar 06Price target raised to ر.س37.26Up from ر.س32.70, the current price target is an average from 3 analysts. The new target price is 8.9% below the current share price of ر.س40.90. As of last close, the stock is up 23% over the past year.
Reported Earnings • Mar 03Full year 2020 earnings released: EPS ر.س1.85 (vs ر.س2.09 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: ر.س871.9m (up 12% from FY 2019). Net income: ر.س184.9m (down 11% from FY 2019). Profit margin: 21% (down from 27% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
分析記事 • Feb 23Estimating The Fair Value Of Arabian Cement Co. (TADAWUL:3010)How far off is Arabian Cement Co. ( TADAWUL:3010 ) from its intrinsic value? Using the most recent financial data...
分析記事 • Feb 06Should You Be Worried About Arabian Cement's (TADAWUL:3010) Returns On Capital?What financial metrics can indicate to us that a company is maturing or even in decline? More often than not, we'll see...
分析記事 • Jan 19Arabian Cement Co.'s (TADAWUL:3010) Stock Going Strong But Fundamentals Look Weak: What Implications Could This Have On The Stock?Arabian Cement's (TADAWUL:3010) stock is up by a considerable 34% over the past three months. We, however wanted to...
お知らせ • Jan 04Arabian Cement Company Announces Board AppointmentsArabian Cement Company announced the following directives of its newly elected board in its first meeting held on Jan. 2, 2021: First: The appointment of HE Eng. Abdullah Mohammed Noor Rehaimi (Independent) as Chairman of the Board of Directors. Second: The appointment of Mr. Saud Abdulaziz AlSulaiman (Non-executive) as Vice Chairman of the Board of Directors. Third: Formation of the Remuneration and Nomination Committee as follows: 1. Eng. Al Waleed Abdulrazaq AlDereyaan (Independent) as Chairman of the Committee. 2. Mr. Turki Abdullah AlRajhi (Non-executive) as Member. 3. Mr. Yousef Saleh Abalkhail (Independent) as Member. Fourth: Formation of the Corporate Governance and Social Responsibility Committee as follows: 1. Eng. Al Waleed Abdulrazaq AlDereyaan (Independent) as Chairman of the Committee. 2. Mr. Turki Abdullah AlRajhi (Non-executive) as Member. 3. Mr. Yousef Saleh Abalkhail (Independent) as Member. Fifth: Formation of the Risk Management Committee as follows: 1. Eng. Moutaz Qusai AlAzzawi (Non - executive) as Chairman of the Committee. 2. Mr. Fahad Abdullah Alissa. (Independent) as Member. 3. Mr. Naif Mesned AlMesned (External expert) as Member. Sixth: The approval of the General Assembly Meeting No. (64), dated Dec. 13, 2020, was previously announced to appoint the following Audit Committee members as follows: 1. Eng. Moutaz Qusai AlAzzawi (Non-executive) as Chairman of the Committee. 2. Mr. Fahad Abdullah Alissa (Non-executive) as Member. 3. Mr. Abdulatif Ali AlSeif (Independent) as Member. 4. Mr. Abdulaziz Saleh Ablkhail (External Expert) as Member. Seventh: Representatives of the company have been appointed to the Capital Market Authority (CMA) and the Saudi Stock Exchange Company (Tadawul) for all purposes related to the application of the Capital Market Law and implementing its regulations. Eighth: Appointment Mr. Hani Mohammed Lahji - Secretary of the Board of Directors.
Is New 90 Day High Low • Jan 01New 90-day high: ر.س36.85The company is up 15% from its price of ر.س32.10 on 01 October 2020. The Saudi market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ر.س45.06 per share.
分析記事 • Jan 01Arabian Cement (TADAWUL:3010) Has Compensated Shareholders With A 26% Return On Their InvestmentWhile it may not be enough for some shareholders, we think it is good to see the Arabian Cement Co. ( TADAWUL:3010...
分析記事 • Dec 13Should Arabian Cement Co. (TADAWUL:3010) Be Part Of Your Dividend Portfolio?Dividend paying stocks like Arabian Cement Co. ( TADAWUL:3010 ) tend to be popular with investors, and for good reason...
Is New 90 Day High Low • Dec 04New 90-day high: ر.س33.90The company is up 13% from its price of ر.س29.95 on 03 September 2020. The Saudi market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ر.س36.89 per share.
分析記事 • Nov 24Estimating The Fair Value Of Arabian Cement Co. (TADAWUL:3010)How far off is Arabian Cement Co. (TADAWUL:3010) from its intrinsic value? Using the most recent financial data, we'll...
Reported Earnings • Oct 31Third quarter earnings releasedOver the last 12 months the company has reported total profits of ر.س205.2m, up 35% from the prior year. Total revenue was ر.س815.8m over the last 12 months, up 13% from the prior year.
Is New 90 Day High Low • Oct 15New 90-day high: ر.س33.60The company is up 21% from its price of ر.س27.80 on 16 July 2020. The Saudi market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Basic Materials industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ر.س56.41 per share.