Eastern Province Cement（3080）株式概要イースタン・プロビンス・セメント社は、クリンカとセメントをサウジアラビア国内および国際的に生産・販売している。 詳細3080 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長1/6過去の実績1/6財務の健全性5/6配当金2/6報酬株価収益率（ 9.9 x） SA市場（ 17.4 x）を下回っています。収益は年間4.43%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 アナリストらは、株価が33.7%上昇するだろうとほぼ一致している。 リスク分析高いレベルの非現金収入 4.91%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る3080 Community Fair Values Create NarrativeSee what 20 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Valueر.سCurrent Priceر.س24.44104.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture02b2016201920222025202620282031Revenue ر.س1.6bEarnings ر.س263.9mAdvancedSet Fair ValueView all narrativesEastern Province Cement Company 競合他社Arabian CementSymbol: SASE:3010Market cap: ر.س2.3bCity CementSymbol: SASE:3003Market cap: ر.س1.7bYanbu CementSymbol: SASE:3060Market cap: ر.س2.6bRiyadh CementSymbol: SASE:3092Market cap: ر.س2.7b価格と性能株価の高値、安値、推移の概要Eastern Province Cement過去の株価現在の株価ر.س24.4452週高値ر.س32.0652週安値ر.س21.95ベータ01ヶ月の変化5.98%3ヶ月変化1.66%1年変化-21.79%3年間の変化-45.69%5年間の変化-51.51%IPOからの変化-37.81%最新ニュースReported Earnings • May 05First quarter 2026 earnings released: EPS: ر.س0.84 (vs ر.س0.72 in 1Q 2025)First quarter 2026 results: EPS: ر.س0.84 (up from ر.س0.72 in 1Q 2025). Revenue: ر.س354.3m (up 19% from 1Q 2025). Net income: ر.س72.0m (up 16% from 1Q 2025). Profit margin: 20% (in line with 1Q 2025). Revenue is forecast to grow 4.4% 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 increased by 7% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Price Target Changed • Apr 24Price target decreased by 11% to ر.س32.67Down from ر.س36.87, the current price target is an average from 3 analysts. New target price is 43% above last closing price of ر.س22.89. Stock is down 33% over the past year. The company is forecast to post earnings per share of ر.س2.42 for next year compared to ر.س2.35 last year.お知らせ • Apr 09Eastern Province Cement Company, Annual General Meeting, May 07, 2026Eastern Province Cement Company, Annual General Meeting, May 07, 2026, at 18:30 Arab Standard Time. Location: khobar Saudi ArabiaNew Risk • Apr 08New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • Mar 31Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ر.س2.35 (down from ر.س2.88 in FY 2024). Revenue: ر.س1.26b (up 4.2% from FY 2024). Net income: ر.س202.5m (down 18% from FY 2024). Profit margin: 16% (down from 21% in FY 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 8.2%. Revenue is forecast to grow 3.2% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 30Upcoming dividend of ر.س0.60 per shareEligible shareholders must have bought the stock before 06 April 2026. Payment date: 23 April 2026. Payout ratio is a comfortable 61% but the company is not cash flow positive. Trailing yield: 6.7%. Within top quartile of Saudi dividend payers (5.8%). In line with average of industry peers (6.3%).最新情報をもっと見るRecent updatesReported Earnings • May 05First quarter 2026 earnings released: EPS: ر.س0.84 (vs ر.س0.72 in 1Q 2025)First quarter 2026 results: EPS: ر.س0.84 (up from ر.س0.72 in 1Q 2025). Revenue: ر.س354.3m (up 19% from 1Q 2025). Net income: ر.س72.0m (up 16% from 1Q 2025). Profit margin: 20% (in line with 1Q 2025). Revenue is forecast to grow 4.4% 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 increased by 7% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Price Target Changed • Apr 24Price target decreased by 11% to ر.س32.67Down from ر.س36.87, the current price target is an average from 3 analysts. New target price is 43% above last closing price of ر.س22.89. Stock is down 33% over the past year. The company is forecast to post earnings per share of ر.س2.42 for next year compared to ر.س2.35 last year.お知らせ • Apr 09Eastern Province Cement Company, Annual General Meeting, May 07, 2026Eastern Province Cement Company, Annual General Meeting, May 07, 2026, at 18:30 Arab Standard Time. Location: khobar Saudi ArabiaNew Risk • Apr 08New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • Mar 31Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ر.س2.35 (down from ر.س2.88 in FY 2024). Revenue: ر.س1.26b (up 4.2% from FY 2024). Net income: ر.س202.5m (down 18% from FY 2024). Profit margin: 16% (down from 21% in FY 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 8.2%. Revenue is forecast to grow 3.2% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 30Upcoming dividend of ر.س0.60 per shareEligible shareholders must have bought the stock before 06 April 2026. Payment date: 23 April 2026. Payout ratio is a comfortable 61% but the company is not cash flow positive. Trailing yield: 6.7%. Within top quartile of Saudi dividend payers (5.8%). In line with average of industry peers (6.3%).Price Target Changed • Jan 29Price target decreased by 11% to ر.س37.53Down from ر.س42.02, the current price target is an average from 3 analysts. New target price is 53% above last closing price of ر.س24.60. Stock is down 31% over the past year. The company is forecast to post earnings per share of ر.س2.60 for next year compared to ر.س2.88 last year.分析記事 • Nov 15Eastern Province Cement's (TADAWUL:3080) Soft Earnings Are Actually Better Than They AppearThe market for Eastern Province Cement Company's ( TADAWUL:3080 ) shares didn't move much after it posted weak earnings...Upcoming Dividend • Aug 18Upcoming dividend of ر.س0.60 per shareEligible shareholders must have bought the stock before 25 August 2025. Payment date: 11 September 2025. Payout ratio is a comfortable 58% but the company is paying out more than the cash it is generating. Trailing yield: 6.0%. Within top quartile of Saudi dividend payers (5.4%). In line with average of industry peers (5.7%).Reported Earnings • Aug 07Second quarter 2025 earnings released: EPS: ر.س0.74 (vs ر.س0.70 in 2Q 2024)Second quarter 2025 results: EPS: ر.س0.74 (up from ر.س0.70 in 2Q 2024). Revenue: ر.س310.7m (up 9.9% from 2Q 2024). Net income: ر.س63.4m (up 4.7% from 2Q 2024). Profit margin: 20% (down from 21% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.New Risk • Jul 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.3% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 2.3% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.分析記事 • May 16We Like Eastern Province Cement's (TADAWUL:3080) Earnings For More Than Just Statutory ProfitEastern Province Cement Company's ( TADAWUL:3080 ) recent earnings report didn't offer any surprises, with the shares...Reported Earnings • May 10First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: ر.س0.72 (down from ر.س0.79 in 1Q 2024). Revenue: ر.س298.5m (down 1.2% from 1Q 2024). Net income: ر.س62.1m (down 8.5% from 1Q 2024). Profit margin: 21% (down from 23% in 1Q 2024). Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) missed analyst estimates by 6.5%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Upcoming Dividend • Apr 14Upcoming dividend of ر.س1.00 per shareEligible shareholders must have bought the stock before 21 April 2025. Payment date: 08 May 2025. Payout ratio is a comfortable 56% but the company is paying out more than the cash it is generating. Trailing yield: 4.7%. Lower than top quartile of Saudi dividend payers (5.2%). In line with average of industry peers (4.7%).お知らせ • Apr 11Eastern Province Cement Company, Annual General Meeting, May 11, 2025Eastern Province Cement Company, Annual General Meeting, May 11, 2025, at 18:30 Arab Standard Time. Location: khobar Saudi ArabiaReported Earnings • Mar 27Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: ر.س2.88 (up from ر.س2.30 in FY 2023). Revenue: ر.س1.21b (up 23% from FY 2023). Net income: ر.س247.9m (up 25% from FY 2023). Profit margin: 21% (in line with FY 2023). Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) also surpassed analyst estimates by 6.8%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.分析記事 • Nov 14We Think Eastern Province Cement's (TADAWUL:3080) Solid Earnings Are UnderstatedEastern Province Cement Company ( TADAWUL:3080 ) announced a healthy earnings result recently, and the market rewarded...Reported Earnings • Nov 12Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: EPS: ر.س0.48 (up from ر.س0.47 in 3Q 2023). Revenue: ر.س279.7m (up 15% from 3Q 2023). Net income: ر.س41.2m (flat on 3Q 2023). Profit margin: 15% (down from 17% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) missed analyst estimates by 32%. Revenue is expected to decline by 3.3% p.a. on average during the next 3 years, while revenues in the Basic Materials industry in Saudi Arabia are expected to grow by 5.7%. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.分析記事 • Oct 17Investors Will Want Eastern Province Cement's (TADAWUL:3080) Growth In ROCE To PersistDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...Major Estimate Revision • Oct 09Consensus EPS estimates increase by 27%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from ر.س2.34 to ر.س2.97. Revenue forecast unchanged at ر.س1.18b. Net income forecast to grow 7.2% next year vs 22% growth forecast for Basic Materials industry in Saudi Arabia. Consensus price target of ر.س41.02 unchanged from last update. Share price was steady at ر.س32.80 over the past week.Upcoming Dividend • Sep 09Upcoming dividend of ر.س0.60 per shareEligible shareholders must have bought the stock before 16 September 2024. Payment date: 03 October 2024. Payout ratio is a comfortable 63% but the company is paying out more than the cash it is generating. Trailing yield: 5.0%. Within top quartile of Saudi dividend payers (4.8%). In line with average of industry peers (5.1%).Reported Earnings • Aug 06Second quarter 2024 earnings released: EPS: ر.س0.70 (vs ر.س0.60 in 2Q 2023)Second quarter 2024 results: EPS: ر.س0.70 (up from ر.س0.60 in 2Q 2023). Revenue: ر.س282.6m (up 31% from 2Q 2023). Net income: ر.س60.5m (up 18% from 2Q 2023). Profit margin: 21% (down from 24% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 3.6% p.a. on average during the next 3 years, while revenues in the Basic Materials industry in Saudi Arabia are expected to grow by 6.5%. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.Reported Earnings • May 12First quarter 2024 earnings released: EPS: ر.س0.79 (vs ر.س0.65 in 1Q 2023)First quarter 2024 results: EPS: ر.س0.79 (up from ر.س0.65 in 1Q 2023). Revenue: ر.س302.2m (up 28% from 1Q 2023). Net income: ر.س67.9m (up 22% from 1Q 2023). Profit margin: 23% (in line with 1Q 2023). Revenue is forecast to grow 1.2% 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 2% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.Price Target Changed • Apr 23Price target decreased by 7.8% to ر.س43.84Down from ر.س47.55, the current price target is an average from 5 analysts. New target price is 28% above last closing price of ر.س34.30. Stock is down 20% over the past year. The company is forecast to post earnings per share of ر.س2.24 for next year compared to ر.س2.30 last year.Major Estimate Revision • Apr 20Consensus EPS estimates increase by 15%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from ر.س1.88 to ر.س2.17. Revenue forecast unchanged at ر.س1.02b. Net income forecast to shrink 18% next year vs 18% decline forecast for Basic Materials industry in Saudi Arabia. Consensus price target down from ر.س47.55 to ر.س44.80. Share price was steady at ر.س35.30 over the past week.Price Target Changed • Apr 18Price target decreased by 8.4% to ر.س44.80Down from ر.س48.93, the current price target is an average from 4 analysts. New target price is 27% above last closing price of ر.س35.30. Stock is down 17% over the past year. The company is forecast to post earnings per share of ر.س2.17 for next year compared to ر.س2.30 last year.Reported Earnings • Mar 19Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: ر.س2.30 (up from ر.س1.67 in FY 2022). Revenue: ر.س984.6m (up 26% from FY 2022). Net income: ر.س197.6m (up 38% from FY 2022). Profit margin: 20% (up from 18% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 79%. Earnings per share (EPS) also missed analyst estimates by 80%. Revenue is forecast to stay flat during the next 2 years compared to a 7.1% 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 whereas the company’s share price has fallen by 11% per year.Declared Dividend • Mar 13Dividend of ر.س1.00 announcedShareholders will receive a dividend of ر.س1.00. Ex-date: 18th March 2024 Payment date: 4th April 2024 Dividend yield will be 4.3%, which is lower than the industry average of 4.6%. Sustainability & Growth Dividend is covered by both earnings (70% earnings payout ratio) and cash flows (89% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 30% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Feb 06Eastern Province Cement Company Approves Board AppointmentsEastern Province Cement Company has named Mohammed Saad Butti Al Farraj as the chairman of the board for four years. Ibrahim Salem Mohammed Al Ruwais was announced as the Vice Chairman. The two officials assumed their roles for a new session, which commenced on 29 January 2024 and will end on 28 January 2028. It is worth highlighting that the company's board members approved the two appointments during their meeting that was held on 4 February 2024.分析記事 • Dec 27News Flash: One Analyst Just Made A Substantial Upgrade To Their Eastern Province Cement Company (TADAWUL:3080) ForecastsEastern Province Cement Company ( TADAWUL:3080 ) shareholders will have a reason to smile today, with the covering...お知らせ • Dec 13Eastern Province Cement Company, Annual General Meeting, Dec 10, 2023Eastern Province Cement Company, Annual General Meeting, Dec 10, 2023, at 15:30 Coordinated Universal Time.Reported Earnings • Nov 16Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2023 results: EPS: ر.س0.48 (up from ر.س0.22 in 3Q 2022). Revenue: ر.س242.9m (up 40% from 3Q 2022). Net income: ر.س40.9m (up 121% from 3Q 2022). Profit margin: 17% (up from 11% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 20%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is expected to decline by 5.1% p.a. on average during the next 2 years, while revenues in the Basic Materials industry in Saudi Arabia are expected to grow by 8.2%. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Upcoming Dividend • Aug 14Upcoming dividend of ر.س0.60 per share at 2.7% yieldEligible shareholders must have bought the stock before 21 August 2023. Payment date: 07 September 2023. Payout ratio is on the higher end at 79%, and the cash payout ratio is above 100%. Trailing yield: 2.7%. Lower than top quartile of Saudi dividend payers (4.1%). Lower than average of industry peers (3.9%).New Risk • Aug 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.1% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 1.1% per year for the foreseeable future. Minor Risk Dividend is not well covered by cash flows (250% cash payout ratio).Reported Earnings • Aug 09Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: ر.س0.60 (up from ر.س0.50 in 2Q 2022). Revenue: ر.س216.1m (up 10% from 2Q 2022). Net income: ر.س51.3m (up 19% from 2Q 2022). Profit margin: 24% (up from 22% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates by 6.3%. Revenue is expected to decline by 8.4% p.a. on average during the next 2 years, while revenues in the Basic Materials industry in Saudi Arabia are expected to grow by 8.5%. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Price Target Changed • Aug 08Price target increased by 9.9% to ر.س48.23Up from ر.س43.88, the current price target is an average from 3 analysts. New target price is 9.9% above last closing price of ر.س43.90. Stock is down 2.8% over the past year. The company is forecast to post earnings per share of ر.س2.27 for next year compared to ر.س1.67 last year.分析記事 • Jun 05Eastern Province Cement (TADAWUL:3080) Is Doing The Right Things To Multiply Its Share PriceWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Reported Earnings • Mar 29Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: ر.س1.67 (down from ر.س2.34 in FY 2021). Revenue: ر.س784.2m (up 3.5% from FY 2021). Net income: ر.س143.3m (down 29% from FY 2021). Profit margin: 18% (down from 27% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) also surpassed analyst estimates by 7.7%. Revenue is forecast to grow 9.8% 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 13% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.分析記事 • Jan 03A Look At The Fair Value Of Eastern Province Cement Company (TADAWUL:3080)Today we will run through one way of estimating the intrinsic value of Eastern Province Cement Company ( TADAWUL:3080...Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Chairman Mohammed Saad Al-Farraj Al-Subaie was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: ر.س0.22 (vs ر.س0.44 in 3Q 2021)Third quarter 2022 results: EPS: ر.س0.22 (down from ر.س0.44 in 3Q 2021). Revenue: ر.س174.0m (up 2.7% from 3Q 2021). Net income: ر.س18.5m (down 51% from 3Q 2021). Profit margin: 11% (down from 22% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% 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 5% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Reported Earnings • Aug 13Second quarter 2022 earnings released: EPS: ر.س0.50 (vs ر.س0.72 in 2Q 2021)Second quarter 2022 results: EPS: ر.س0.50 (down from ر.س0.72 in 2Q 2021). Revenue: ر.س195.8m (down 7.8% from 2Q 2021). Net income: ر.س43.0m (down 31% from 2Q 2021). Profit margin: 22% (down from 29% in 2Q 2021). The decrease in margin was primarily driven by lower revenue. Over the next year, revenue is forecast to grow 2.4%, compared to a 4.4% growth forecast for the industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Aug 08Upcoming dividend of ر.س1.00 per shareEligible shareholders must have bought the stock before 15 August 2022. Payment date: 30 August 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.9%. Within top quartile of Saudi dividend payers (4.4%). In line with average of industry peers (4.9%).分析記事 • Jun 21What Is Eastern Province Cement Company's (TADAWUL:3080) Share Price Doing?Eastern Province Cement Company ( TADAWUL:3080 ), might not be a large cap stock, but it saw significant share price...お知らせ • May 24Eastern Province Cement Company Approves Dividends for the First and Second Half of 2021Eastern Province Cement Company at its Ordinary General Assembly Meeting held on May 22, 2022 approved dividends that have been distributed to shareholders amounted to SAR 215,000,000 represents SAR (2.50) per share for the first and second half of 2021.Reported Earnings • May 13First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: ر.س0.34 (down from ر.س0.70 in 1Q 2021). Revenue: ر.س160.7m (down 26% from 1Q 2021). Net income: ر.س29.0m (down 52% from 1Q 2021). Profit margin: 18% (down from 28% in 1Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 8.6%, compared to a 3.9% growth forecast for the industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 12Eastern Province Cement Company to Report Q1, 2022 Results on May 11, 2022Eastern Province Cement Company announced that they will report Q1, 2022 results on May 11, 2022Price Target Changed • Apr 27Price target increased to ر.س48.50Up from ر.س30.50, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of ر.س48.10. Stock is down 1.9% over the past year. The company is forecast to post earnings per share of ر.س2.55 for next year compared to ر.س2.34 last year.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Chairman Mohammed Saad Al-Farraj Al-Subaie was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Apr 07Eastern Province Cement (TADAWUL:3080) Is Paying Out Less In Dividends Than Last YearEastern Province Cement Company ( TADAWUL:3080 ) is reducing its dividend to ر.س1.10 on the 26th of April. This means...お知らせ • Apr 06Eastern Province Cement Company, Annual General Meeting, May 22, 2022Eastern Province Cement Company, Annual General Meeting, May 22, 2022, at 15:30 Coordinated Universal Time. Agenda: To consider Voting on the Board of Directors' report for the fiscal year ended on 31/12/2021G; to consider Voting on the auditor's report of the company accounts for the fiscal year ended on 31/12/2021G; to consider Voting on payment of (SAR 2,900,000) as remuneration to the Board members for the fiscal year ended on 31/12/2021G; and to discuss on other matters.Upcoming Dividend • Apr 05Upcoming dividend of ر.س1.10 per shareEligible shareholders must have bought the stock before 12 April 2022. Payment date: 26 April 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.4%. Within top quartile of Saudi dividend payers (4.1%). In line with average of industry peers (4.4%).分析記事 • Mar 23Eastern Province Cement (TADAWUL:3080) Is Paying Out Less In Dividends Than Last YearEastern Province Cement Company ( TADAWUL:3080 ) has announced it will be reducing its dividend payable on the 26th of...Reported Earnings • Mar 15Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: ر.س2.34 (down from ر.س2.53 in FY 2020). Revenue: ر.س757.7m (up 2.1% from FY 2020). Net income: ر.س200.9m (down 7.5% from FY 2020). Profit margin: 27% (down from 29% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 7.1%, compared to a 5.1% growth forecast for the industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 21% per year.Buying Opportunity • Jan 31Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.2%. The fair value is estimated to be ر.س56.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% per annum over the last 3 years. Earnings per share has grown by 35% per annum over the last 3 years.分析記事 • Jan 14Eastern Province Cement (TADAWUL:3080) Hasn't Managed To Accelerate Its ReturnsIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Reported Earnings • Oct 30Third quarter 2021 earnings released: EPS ر.س0.44 (vs ر.س0.50 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: ر.س169.4m (up 6.5% from 3Q 2020). Net income: ر.س37.7m (down 12% from 3Q 2020). Profit margin: 22% (down from 27% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 38% per year.Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS ر.س0.72 (vs ر.س0.35 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ر.س212.4m (up 45% from 2Q 2020). Net income: ر.س61.9m (up 103% from 2Q 2020). Profit margin: 29% (up from 21% 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 42% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.分析記事 • May 19Eastern Province Cement's (TADAWUL:3080) Returns On Capital Not Reflecting Well On The BusinessWhen we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...Reported Earnings • May 04First quarter 2021 earnings released: EPS ر.س0.70 (vs ر.س0.99 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: ر.س216.7m (down 7.4% from 1Q 2020). Net income: ر.س59.9m (down 30% from 1Q 2020). Profit margin: 28% (down from 36% in 1Q 2020). The decrease in margin was primarily driven by lower revenue. 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 22% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Apr 05Upcoming dividend of ر.س2.50 per shareEligible shareholders must have bought the stock before 12 April 2021. Payment date: 28 April 2021. Trailing yield: 4.3%. Lower than top quartile of Saudi dividend payers (4.5%). Lower than average of industry peers (5.0%).分析記事 • Mar 31Estimating The Intrinsic Value Of Eastern Province Cement Co. (TADAWUL:3080)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Eastern Province...分析記事 • Mar 16Eastern Province Cement (TADAWUL:3080) Shareholders Have Enjoyed An Impressive 121% Share Price GainThe most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But if you pick the right...お知らせ • Mar 15Eastern Province Cement Co., Annual General Meeting, Apr 11, 2021Eastern Province Cement Co., Annual General Meeting, Apr 11, 2021, at 16:00 Coordinated Universal Time. Location: Head office, Eastern Cement Tower, King Fahad Road, AL Rawabi Dist. Khobar Saudi Arabia Agenda: To consider voting on the Board of Directors' report for the fiscal year ended on December 31, 2020; to consider voting on the auditor's report of the company accounts for the fiscal year ended on December 31, 2020; to consider voting on the financial statements for the fiscal year ended on December 31, 2020; to consider voting on the Board’s recommendations to distribute dividends to the shareholders with a total amount of (SAR 215,000,000) for the fiscal year ended on December 31, 2020 the dividend per share is (SAR 2.50); to consider voting on discharging the members of the Board of Directors from liability for the fiscal year ended on December 31, 2020; to consider voting on payment of (SAR 1,800,000) as remuneration to the Board members for the fiscal year ended on December 31, 2020; and to consider other matters.Analyst Estimate Surprise Post Earnings • Mar 10Revenue beats expectationsRevenue exceeded analyst estimates by 2.1%. Over the next year, revenue is forecast to grow 3.9%, compared to a 4.4% growth forecast for the Basic Materials industry in Saudi Arabia.Reported Earnings • Mar 10Full year 2020 earnings released: EPS ر.س2.53 (vs ر.س2.10 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ر.س742.4m (up 1.9% from FY 2019). Net income: ر.س217.2m (up 20% from FY 2019). Profit margin: 29% (up from 25% in FY 2019). The increase in margin was primarily driven by lower 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 23% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Mar 08New 90-day high: ر.س47.00The company is up 20% from its price of ر.س39.20 on 08 December 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 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ر.س26.11 per share.分析記事 • Feb 22Is Eastern Province Cement Co. (TADAWUL:3080) The Right Choice For A Smart Dividend Investor?Is Eastern Province Cement Co. ( TADAWUL:3080 ) a good dividend stock? How can we tell? Dividend paying companies with...お知らせ • Feb 02Eastern Province Cement Co. Announces Board ChangesEastern Province Cement Co. announced that at its board meeting held on February 2, 2021, the company approved following resolutions: Appointment of Mr. Mohammed Saad Al-Farraj Al-Subaiei (Independent) as Board of Directors Chairman; Appointment of Mr. Ibrahim Salem Mohammed Al-Rwayes (Non-executive) as Deputy Chairman; Formation of the Remuneration and Nomination Committee from the following: Mr. Waleed Mohammed Abdullah Al-Jaafari (Independent); Mr. Ibrahim Salem Mohammed Al-Rwayes (Non-executive); Mrs. Shaikah Abdullah Ibrahim Al-Jubair (Non-executive); Mr. Ahmad Ibrahim Rashed Al-Shethri (Non-executive); and Formation of the Executive Committee from the following: Mr. Mohammed Saad Al-Farraj Al-Subaiei (Independent); Mr. Ibrahim Salem Mohammed Al-Rwayes (Non-executive); Mr. Waleed Mohammed Abdullah Al-Jaafari (Independent); Eng. Mohammed Waslallah Theaar Al-Harbi (Non-executive); Eng. Fahad Rashed Mohammed Al-Otaibi (CEO of the Company).分析記事 • Feb 02Here's Why We Think Eastern Province Cement (TADAWUL:3080) Is Well Worth WatchingLike a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...Is New 90 Day High Low • Jan 15New 90-day high: ر.س43.40The company is up 17% from its price of ر.س37.00 on 15 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 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ر.س26.11 per share.分析記事 • Jan 14Is This A Sign of Things To Come At Eastern Province Cement (TADAWUL:3080)?What financial metrics can indicate to us that a company is maturing or even in decline? Businesses in decline often...Is New 90 Day High Low • Dec 30New 90-day high: ر.س40.85The company is up 17% from its price of ر.س35.00 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 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ر.س26.11 per share.分析記事 • Dec 28Eastern Province Cement Co.'s (TADAWUL:3080) Has Been On A Rise But Financial Prospects Look Weak: Is The Stock Overpriced?Eastern Province Cement (TADAWUL:3080) has had a great run on the share market with its stock up by a significant 14...Is New 90 Day High Low • Dec 12New 90-day high: ر.س39.50The company is up 16% from its price of ر.س34.15 on 10 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.س26.11 per share.分析記事 • Dec 09Eastern Province Cement (TADAWUL:3080) Has Compensated Shareholders With A Respectable 90% Return On Their InvestmentBy buying an index fund, investors can approximate the average market return. But if you buy good businesses at...分析記事 • Nov 20Key Things To Watch Out For If You Are After Eastern Province Cement Co.'s (TADAWUL:3080) 4.0% DividendIs Eastern Province Cement Co. (TADAWUL:3080) a good dividend stock? How can we tell? Dividend paying companies with...Is New 90 Day High Low • Nov 18New 90-day high: ر.س37.70The company is up 9.0% from its price of ر.س34.45 on 20 August 2020. The Saudi market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed 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.س22.55 per share.Analyst Estimate Surprise Post Earnings • Nov 02Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 7.7%. Earnings per share (EPS) exceeded analyst estimates by 5.4%. Over the next year, revenue is expected to shrink by 1.6% compared to a 6.9% decline forecast for the Basic Materials industry in Saudi Arabia.Reported Earnings • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total profits of ر.س224.8m, up 60% from the prior year. Total revenue was ر.س754.4m over the last 12 months, up 13% from the prior year.Is New 90 Day High Low • Oct 07New 90-day high: ر.س36.10The company is up 14% from its price of ر.س31.75 on 09 July 2020. The Saudi market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Basic Materials industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ر.س22.51 per share.株主還元3080SA Basic MaterialsSA 市場7D-3.6%-0.8%0.5%1Y-21.8%-23.2%6.0%株主還元を見る業界別リターン: 3080過去 1 年間で-23.2 % の収益を上げたSA Basic Materials業界を上回りました。リターン対市場: 3080は、過去 1 年間で6 % のリターンを上げたSA市場を下回りました。価格変動Is 3080's price volatile compared to industry and market?3080 volatility3080 Average Weekly Movement3.5%Basic Materials Industry Average Movement3.8%Market Average Movement5.0%10% most volatile stocks in SA Market7.9%10% least volatile stocks in SA Market2.9%安定した株価: 3080 、 SA市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 3080の 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1982n/aFahad Rashed Al-Otaibiwww.epcco.com.saイースタン・プロビンス・セメント社は、クリンカとセメントをサウジアラビア王国内外で生産・販売している。同社はセメントとプレキャストの2つのセグメントで事業を展開している。セメント部門は、普通セメント、耐塩セメント、クリンカーセメントの製造と卸売を行っている。プレキャスト部門は、プレハブ・コンクリート製の間仕切り、フレーム、プレハブ建築物を提供している。また、採石場の運営、石膏と無水石膏の採掘、セメントと石膏の卸売も行っている。イースタン・プロビンス・セメント社は1982年に設立され、サウジアラビア王国のダンマームに本社を置いている。もっと見るEastern Province Cement Company 基礎のまとめEastern Province Cement の収益と売上を時価総額と比較するとどうか。3080 基礎統計学時価総額ر.س2.10b収益（TTM）ر.س212.42m売上高(TTM)ر.س1.32b9.9xPER（株価収益率1.6xP/Sレシオ3080 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計3080 損益計算書（TTM）収益ر.س1.32b売上原価ر.س976.00m売上総利益ر.س341.77mその他の費用ر.س129.36m収益ر.س212.42m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）2.47グロス・マージン25.94%純利益率16.12%有利子負債／自己資本比率16.7%3080 の長期的なパフォーマンスは？過去の実績と比較を見る配当金4.9%現在の配当利回り49%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 11:03終値2026/05/21 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Eastern Province Cement Company 2 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。9 アナリスト機関Jassim Al-JubranAljazira Capital Companynull nullAl Rajhi CapitalMohamad HaidarArqaam Capital Research Offshore S.A.L.6 その他のアナリストを表示
Reported Earnings • May 05First quarter 2026 earnings released: EPS: ر.س0.84 (vs ر.س0.72 in 1Q 2025)First quarter 2026 results: EPS: ر.س0.84 (up from ر.س0.72 in 1Q 2025). Revenue: ر.س354.3m (up 19% from 1Q 2025). Net income: ر.س72.0m (up 16% from 1Q 2025). Profit margin: 20% (in line with 1Q 2025). Revenue is forecast to grow 4.4% 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 increased by 7% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Price Target Changed • Apr 24Price target decreased by 11% to ر.س32.67Down from ر.س36.87, the current price target is an average from 3 analysts. New target price is 43% above last closing price of ر.س22.89. Stock is down 33% over the past year. The company is forecast to post earnings per share of ر.س2.42 for next year compared to ر.س2.35 last year.
お知らせ • Apr 09Eastern Province Cement Company, Annual General Meeting, May 07, 2026Eastern Province Cement Company, Annual General Meeting, May 07, 2026, at 18:30 Arab Standard Time. Location: khobar Saudi Arabia
New Risk • Apr 08New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • Mar 31Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ر.س2.35 (down from ر.س2.88 in FY 2024). Revenue: ر.س1.26b (up 4.2% from FY 2024). Net income: ر.س202.5m (down 18% from FY 2024). Profit margin: 16% (down from 21% in FY 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 8.2%. Revenue is forecast to grow 3.2% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 30Upcoming dividend of ر.س0.60 per shareEligible shareholders must have bought the stock before 06 April 2026. Payment date: 23 April 2026. Payout ratio is a comfortable 61% but the company is not cash flow positive. Trailing yield: 6.7%. Within top quartile of Saudi dividend payers (5.8%). In line with average of industry peers (6.3%).
Reported Earnings • May 05First quarter 2026 earnings released: EPS: ر.س0.84 (vs ر.س0.72 in 1Q 2025)First quarter 2026 results: EPS: ر.س0.84 (up from ر.س0.72 in 1Q 2025). Revenue: ر.س354.3m (up 19% from 1Q 2025). Net income: ر.س72.0m (up 16% from 1Q 2025). Profit margin: 20% (in line with 1Q 2025). Revenue is forecast to grow 4.4% 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 increased by 7% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Price Target Changed • Apr 24Price target decreased by 11% to ر.س32.67Down from ر.س36.87, the current price target is an average from 3 analysts. New target price is 43% above last closing price of ر.س22.89. Stock is down 33% over the past year. The company is forecast to post earnings per share of ر.س2.42 for next year compared to ر.س2.35 last year.
お知らせ • Apr 09Eastern Province Cement Company, Annual General Meeting, May 07, 2026Eastern Province Cement Company, Annual General Meeting, May 07, 2026, at 18:30 Arab Standard Time. Location: khobar Saudi Arabia
New Risk • Apr 08New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • Mar 31Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ر.س2.35 (down from ر.س2.88 in FY 2024). Revenue: ر.س1.26b (up 4.2% from FY 2024). Net income: ر.س202.5m (down 18% from FY 2024). Profit margin: 16% (down from 21% in FY 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 8.2%. Revenue is forecast to grow 3.2% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 30Upcoming dividend of ر.س0.60 per shareEligible shareholders must have bought the stock before 06 April 2026. Payment date: 23 April 2026. Payout ratio is a comfortable 61% but the company is not cash flow positive. Trailing yield: 6.7%. Within top quartile of Saudi dividend payers (5.8%). In line with average of industry peers (6.3%).
Price Target Changed • Jan 29Price target decreased by 11% to ر.س37.53Down from ر.س42.02, the current price target is an average from 3 analysts. New target price is 53% above last closing price of ر.س24.60. Stock is down 31% over the past year. The company is forecast to post earnings per share of ر.س2.60 for next year compared to ر.س2.88 last year.
分析記事 • Nov 15Eastern Province Cement's (TADAWUL:3080) Soft Earnings Are Actually Better Than They AppearThe market for Eastern Province Cement Company's ( TADAWUL:3080 ) shares didn't move much after it posted weak earnings...
Upcoming Dividend • Aug 18Upcoming dividend of ر.س0.60 per shareEligible shareholders must have bought the stock before 25 August 2025. Payment date: 11 September 2025. Payout ratio is a comfortable 58% but the company is paying out more than the cash it is generating. Trailing yield: 6.0%. Within top quartile of Saudi dividend payers (5.4%). In line with average of industry peers (5.7%).
Reported Earnings • Aug 07Second quarter 2025 earnings released: EPS: ر.س0.74 (vs ر.س0.70 in 2Q 2024)Second quarter 2025 results: EPS: ر.س0.74 (up from ر.س0.70 in 2Q 2024). Revenue: ر.س310.7m (up 9.9% from 2Q 2024). Net income: ر.س63.4m (up 4.7% from 2Q 2024). Profit margin: 20% (down from 21% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
New Risk • Jul 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.3% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 2.3% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
分析記事 • May 16We Like Eastern Province Cement's (TADAWUL:3080) Earnings For More Than Just Statutory ProfitEastern Province Cement Company's ( TADAWUL:3080 ) recent earnings report didn't offer any surprises, with the shares...
Reported Earnings • May 10First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: ر.س0.72 (down from ر.س0.79 in 1Q 2024). Revenue: ر.س298.5m (down 1.2% from 1Q 2024). Net income: ر.س62.1m (down 8.5% from 1Q 2024). Profit margin: 21% (down from 23% in 1Q 2024). Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) missed analyst estimates by 6.5%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Apr 14Upcoming dividend of ر.س1.00 per shareEligible shareholders must have bought the stock before 21 April 2025. Payment date: 08 May 2025. Payout ratio is a comfortable 56% but the company is paying out more than the cash it is generating. Trailing yield: 4.7%. Lower than top quartile of Saudi dividend payers (5.2%). In line with average of industry peers (4.7%).
お知らせ • Apr 11Eastern Province Cement Company, Annual General Meeting, May 11, 2025Eastern Province Cement Company, Annual General Meeting, May 11, 2025, at 18:30 Arab Standard Time. Location: khobar Saudi Arabia
Reported Earnings • Mar 27Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: ر.س2.88 (up from ر.س2.30 in FY 2023). Revenue: ر.س1.21b (up 23% from FY 2023). Net income: ر.س247.9m (up 25% from FY 2023). Profit margin: 21% (in line with FY 2023). Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) also surpassed analyst estimates by 6.8%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
分析記事 • Nov 14We Think Eastern Province Cement's (TADAWUL:3080) Solid Earnings Are UnderstatedEastern Province Cement Company ( TADAWUL:3080 ) announced a healthy earnings result recently, and the market rewarded...
Reported Earnings • Nov 12Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: EPS: ر.س0.48 (up from ر.س0.47 in 3Q 2023). Revenue: ر.س279.7m (up 15% from 3Q 2023). Net income: ر.س41.2m (flat on 3Q 2023). Profit margin: 15% (down from 17% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) missed analyst estimates by 32%. Revenue is expected to decline by 3.3% p.a. on average during the next 3 years, while revenues in the Basic Materials industry in Saudi Arabia are expected to grow by 5.7%. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
分析記事 • Oct 17Investors Will Want Eastern Province Cement's (TADAWUL:3080) Growth In ROCE To PersistDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
Major Estimate Revision • Oct 09Consensus EPS estimates increase by 27%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from ر.س2.34 to ر.س2.97. Revenue forecast unchanged at ر.س1.18b. Net income forecast to grow 7.2% next year vs 22% growth forecast for Basic Materials industry in Saudi Arabia. Consensus price target of ر.س41.02 unchanged from last update. Share price was steady at ر.س32.80 over the past week.
Upcoming Dividend • Sep 09Upcoming dividend of ر.س0.60 per shareEligible shareholders must have bought the stock before 16 September 2024. Payment date: 03 October 2024. Payout ratio is a comfortable 63% but the company is paying out more than the cash it is generating. Trailing yield: 5.0%. Within top quartile of Saudi dividend payers (4.8%). In line with average of industry peers (5.1%).
Reported Earnings • Aug 06Second quarter 2024 earnings released: EPS: ر.س0.70 (vs ر.س0.60 in 2Q 2023)Second quarter 2024 results: EPS: ر.س0.70 (up from ر.س0.60 in 2Q 2023). Revenue: ر.س282.6m (up 31% from 2Q 2023). Net income: ر.س60.5m (up 18% from 2Q 2023). Profit margin: 21% (down from 24% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 3.6% p.a. on average during the next 3 years, while revenues in the Basic Materials industry in Saudi Arabia are expected to grow by 6.5%. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
Reported Earnings • May 12First quarter 2024 earnings released: EPS: ر.س0.79 (vs ر.س0.65 in 1Q 2023)First quarter 2024 results: EPS: ر.س0.79 (up from ر.س0.65 in 1Q 2023). Revenue: ر.س302.2m (up 28% from 1Q 2023). Net income: ر.س67.9m (up 22% from 1Q 2023). Profit margin: 23% (in line with 1Q 2023). Revenue is forecast to grow 1.2% 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 2% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.
Price Target Changed • Apr 23Price target decreased by 7.8% to ر.س43.84Down from ر.س47.55, the current price target is an average from 5 analysts. New target price is 28% above last closing price of ر.س34.30. Stock is down 20% over the past year. The company is forecast to post earnings per share of ر.س2.24 for next year compared to ر.س2.30 last year.
Major Estimate Revision • Apr 20Consensus EPS estimates increase by 15%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from ر.س1.88 to ر.س2.17. Revenue forecast unchanged at ر.س1.02b. Net income forecast to shrink 18% next year vs 18% decline forecast for Basic Materials industry in Saudi Arabia. Consensus price target down from ر.س47.55 to ر.س44.80. Share price was steady at ر.س35.30 over the past week.
Price Target Changed • Apr 18Price target decreased by 8.4% to ر.س44.80Down from ر.س48.93, the current price target is an average from 4 analysts. New target price is 27% above last closing price of ر.س35.30. Stock is down 17% over the past year. The company is forecast to post earnings per share of ر.س2.17 for next year compared to ر.س2.30 last year.
Reported Earnings • Mar 19Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: ر.س2.30 (up from ر.س1.67 in FY 2022). Revenue: ر.س984.6m (up 26% from FY 2022). Net income: ر.س197.6m (up 38% from FY 2022). Profit margin: 20% (up from 18% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 79%. Earnings per share (EPS) also missed analyst estimates by 80%. Revenue is forecast to stay flat during the next 2 years compared to a 7.1% 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 whereas the company’s share price has fallen by 11% per year.
Declared Dividend • Mar 13Dividend of ر.س1.00 announcedShareholders will receive a dividend of ر.س1.00. Ex-date: 18th March 2024 Payment date: 4th April 2024 Dividend yield will be 4.3%, which is lower than the industry average of 4.6%. Sustainability & Growth Dividend is covered by both earnings (70% earnings payout ratio) and cash flows (89% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 30% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 06Eastern Province Cement Company Approves Board AppointmentsEastern Province Cement Company has named Mohammed Saad Butti Al Farraj as the chairman of the board for four years. Ibrahim Salem Mohammed Al Ruwais was announced as the Vice Chairman. The two officials assumed their roles for a new session, which commenced on 29 January 2024 and will end on 28 January 2028. It is worth highlighting that the company's board members approved the two appointments during their meeting that was held on 4 February 2024.
分析記事 • Dec 27News Flash: One Analyst Just Made A Substantial Upgrade To Their Eastern Province Cement Company (TADAWUL:3080) ForecastsEastern Province Cement Company ( TADAWUL:3080 ) shareholders will have a reason to smile today, with the covering...
お知らせ • Dec 13Eastern Province Cement Company, Annual General Meeting, Dec 10, 2023Eastern Province Cement Company, Annual General Meeting, Dec 10, 2023, at 15:30 Coordinated Universal Time.
Reported Earnings • Nov 16Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2023 results: EPS: ر.س0.48 (up from ر.س0.22 in 3Q 2022). Revenue: ر.س242.9m (up 40% from 3Q 2022). Net income: ر.س40.9m (up 121% from 3Q 2022). Profit margin: 17% (up from 11% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 20%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is expected to decline by 5.1% p.a. on average during the next 2 years, while revenues in the Basic Materials industry in Saudi Arabia are expected to grow by 8.2%. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Upcoming Dividend • Aug 14Upcoming dividend of ر.س0.60 per share at 2.7% yieldEligible shareholders must have bought the stock before 21 August 2023. Payment date: 07 September 2023. Payout ratio is on the higher end at 79%, and the cash payout ratio is above 100%. Trailing yield: 2.7%. Lower than top quartile of Saudi dividend payers (4.1%). Lower than average of industry peers (3.9%).
New Risk • Aug 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.1% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 1.1% per year for the foreseeable future. Minor Risk Dividend is not well covered by cash flows (250% cash payout ratio).
Reported Earnings • Aug 09Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: ر.س0.60 (up from ر.س0.50 in 2Q 2022). Revenue: ر.س216.1m (up 10% from 2Q 2022). Net income: ر.س51.3m (up 19% from 2Q 2022). Profit margin: 24% (up from 22% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates by 6.3%. Revenue is expected to decline by 8.4% p.a. on average during the next 2 years, while revenues in the Basic Materials industry in Saudi Arabia are expected to grow by 8.5%. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Price Target Changed • Aug 08Price target increased by 9.9% to ر.س48.23Up from ر.س43.88, the current price target is an average from 3 analysts. New target price is 9.9% above last closing price of ر.س43.90. Stock is down 2.8% over the past year. The company is forecast to post earnings per share of ر.س2.27 for next year compared to ر.س1.67 last year.
分析記事 • Jun 05Eastern Province Cement (TADAWUL:3080) Is Doing The Right Things To Multiply Its Share PriceWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Reported Earnings • Mar 29Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: ر.س1.67 (down from ر.س2.34 in FY 2021). Revenue: ر.س784.2m (up 3.5% from FY 2021). Net income: ر.س143.3m (down 29% from FY 2021). Profit margin: 18% (down from 27% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) also surpassed analyst estimates by 7.7%. Revenue is forecast to grow 9.8% 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 13% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
分析記事 • Jan 03A Look At The Fair Value Of Eastern Province Cement Company (TADAWUL:3080)Today we will run through one way of estimating the intrinsic value of Eastern Province Cement Company ( TADAWUL:3080...
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Chairman Mohammed Saad Al-Farraj Al-Subaie was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: ر.س0.22 (vs ر.س0.44 in 3Q 2021)Third quarter 2022 results: EPS: ر.س0.22 (down from ر.س0.44 in 3Q 2021). Revenue: ر.س174.0m (up 2.7% from 3Q 2021). Net income: ر.س18.5m (down 51% from 3Q 2021). Profit margin: 11% (down from 22% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% 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 5% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 13Second quarter 2022 earnings released: EPS: ر.س0.50 (vs ر.س0.72 in 2Q 2021)Second quarter 2022 results: EPS: ر.س0.50 (down from ر.س0.72 in 2Q 2021). Revenue: ر.س195.8m (down 7.8% from 2Q 2021). Net income: ر.س43.0m (down 31% from 2Q 2021). Profit margin: 22% (down from 29% in 2Q 2021). The decrease in margin was primarily driven by lower revenue. Over the next year, revenue is forecast to grow 2.4%, compared to a 4.4% growth forecast for the industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Aug 08Upcoming dividend of ر.س1.00 per shareEligible shareholders must have bought the stock before 15 August 2022. Payment date: 30 August 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.9%. Within top quartile of Saudi dividend payers (4.4%). In line with average of industry peers (4.9%).
分析記事 • Jun 21What Is Eastern Province Cement Company's (TADAWUL:3080) Share Price Doing?Eastern Province Cement Company ( TADAWUL:3080 ), might not be a large cap stock, but it saw significant share price...
お知らせ • May 24Eastern Province Cement Company Approves Dividends for the First and Second Half of 2021Eastern Province Cement Company at its Ordinary General Assembly Meeting held on May 22, 2022 approved dividends that have been distributed to shareholders amounted to SAR 215,000,000 represents SAR (2.50) per share for the first and second half of 2021.
Reported Earnings • May 13First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: ر.س0.34 (down from ر.س0.70 in 1Q 2021). Revenue: ر.س160.7m (down 26% from 1Q 2021). Net income: ر.س29.0m (down 52% from 1Q 2021). Profit margin: 18% (down from 28% in 1Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 8.6%, compared to a 3.9% growth forecast for the industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 12Eastern Province Cement Company to Report Q1, 2022 Results on May 11, 2022Eastern Province Cement Company announced that they will report Q1, 2022 results on May 11, 2022
Price Target Changed • Apr 27Price target increased to ر.س48.50Up from ر.س30.50, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of ر.س48.10. Stock is down 1.9% over the past year. The company is forecast to post earnings per share of ر.س2.55 for next year compared to ر.س2.34 last year.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Chairman Mohammed Saad Al-Farraj Al-Subaie was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Apr 07Eastern Province Cement (TADAWUL:3080) Is Paying Out Less In Dividends Than Last YearEastern Province Cement Company ( TADAWUL:3080 ) is reducing its dividend to ر.س1.10 on the 26th of April. This means...
お知らせ • Apr 06Eastern Province Cement Company, Annual General Meeting, May 22, 2022Eastern Province Cement Company, Annual General Meeting, May 22, 2022, at 15:30 Coordinated Universal Time. Agenda: To consider Voting on the Board of Directors' report for the fiscal year ended on 31/12/2021G; to consider Voting on the auditor's report of the company accounts for the fiscal year ended on 31/12/2021G; to consider Voting on payment of (SAR 2,900,000) as remuneration to the Board members for the fiscal year ended on 31/12/2021G; and to discuss on other matters.
Upcoming Dividend • Apr 05Upcoming dividend of ر.س1.10 per shareEligible shareholders must have bought the stock before 12 April 2022. Payment date: 26 April 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.4%. Within top quartile of Saudi dividend payers (4.1%). In line with average of industry peers (4.4%).
分析記事 • Mar 23Eastern Province Cement (TADAWUL:3080) Is Paying Out Less In Dividends Than Last YearEastern Province Cement Company ( TADAWUL:3080 ) has announced it will be reducing its dividend payable on the 26th of...
Reported Earnings • Mar 15Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: ر.س2.34 (down from ر.س2.53 in FY 2020). Revenue: ر.س757.7m (up 2.1% from FY 2020). Net income: ر.س200.9m (down 7.5% from FY 2020). Profit margin: 27% (down from 29% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 7.1%, compared to a 5.1% growth forecast for the industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 21% per year.
Buying Opportunity • Jan 31Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.2%. The fair value is estimated to be ر.س56.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% per annum over the last 3 years. Earnings per share has grown by 35% per annum over the last 3 years.
分析記事 • Jan 14Eastern Province Cement (TADAWUL:3080) Hasn't Managed To Accelerate Its ReturnsIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Reported Earnings • Oct 30Third quarter 2021 earnings released: EPS ر.س0.44 (vs ر.س0.50 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: ر.س169.4m (up 6.5% from 3Q 2020). Net income: ر.س37.7m (down 12% from 3Q 2020). Profit margin: 22% (down from 27% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 38% per year.
Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS ر.س0.72 (vs ر.س0.35 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ر.س212.4m (up 45% from 2Q 2020). Net income: ر.س61.9m (up 103% from 2Q 2020). Profit margin: 29% (up from 21% 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 42% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
分析記事 • May 19Eastern Province Cement's (TADAWUL:3080) Returns On Capital Not Reflecting Well On The BusinessWhen we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
Reported Earnings • May 04First quarter 2021 earnings released: EPS ر.س0.70 (vs ر.س0.99 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: ر.س216.7m (down 7.4% from 1Q 2020). Net income: ر.س59.9m (down 30% from 1Q 2020). Profit margin: 28% (down from 36% in 1Q 2020). The decrease in margin was primarily driven by lower revenue. 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 22% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Apr 05Upcoming dividend of ر.س2.50 per shareEligible shareholders must have bought the stock before 12 April 2021. Payment date: 28 April 2021. Trailing yield: 4.3%. Lower than top quartile of Saudi dividend payers (4.5%). Lower than average of industry peers (5.0%).
分析記事 • Mar 31Estimating The Intrinsic Value Of Eastern Province Cement Co. (TADAWUL:3080)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Eastern Province...
分析記事 • Mar 16Eastern Province Cement (TADAWUL:3080) Shareholders Have Enjoyed An Impressive 121% Share Price GainThe most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But if you pick the right...
お知らせ • Mar 15Eastern Province Cement Co., Annual General Meeting, Apr 11, 2021Eastern Province Cement Co., Annual General Meeting, Apr 11, 2021, at 16:00 Coordinated Universal Time. Location: Head office, Eastern Cement Tower, King Fahad Road, AL Rawabi Dist. Khobar Saudi Arabia Agenda: To consider voting on the Board of Directors' report for the fiscal year ended on December 31, 2020; to consider voting on the auditor's report of the company accounts for the fiscal year ended on December 31, 2020; to consider voting on the financial statements for the fiscal year ended on December 31, 2020; to consider voting on the Board’s recommendations to distribute dividends to the shareholders with a total amount of (SAR 215,000,000) for the fiscal year ended on December 31, 2020 the dividend per share is (SAR 2.50); to consider voting on discharging the members of the Board of Directors from liability for the fiscal year ended on December 31, 2020; to consider voting on payment of (SAR 1,800,000) as remuneration to the Board members for the fiscal year ended on December 31, 2020; and to consider other matters.
Analyst Estimate Surprise Post Earnings • Mar 10Revenue beats expectationsRevenue exceeded analyst estimates by 2.1%. Over the next year, revenue is forecast to grow 3.9%, compared to a 4.4% growth forecast for the Basic Materials industry in Saudi Arabia.
Reported Earnings • Mar 10Full year 2020 earnings released: EPS ر.س2.53 (vs ر.س2.10 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ر.س742.4m (up 1.9% from FY 2019). Net income: ر.س217.2m (up 20% from FY 2019). Profit margin: 29% (up from 25% in FY 2019). The increase in margin was primarily driven by lower 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 23% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Mar 08New 90-day high: ر.س47.00The company is up 20% from its price of ر.س39.20 on 08 December 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 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ر.س26.11 per share.
分析記事 • Feb 22Is Eastern Province Cement Co. (TADAWUL:3080) The Right Choice For A Smart Dividend Investor?Is Eastern Province Cement Co. ( TADAWUL:3080 ) a good dividend stock? How can we tell? Dividend paying companies with...
お知らせ • Feb 02Eastern Province Cement Co. Announces Board ChangesEastern Province Cement Co. announced that at its board meeting held on February 2, 2021, the company approved following resolutions: Appointment of Mr. Mohammed Saad Al-Farraj Al-Subaiei (Independent) as Board of Directors Chairman; Appointment of Mr. Ibrahim Salem Mohammed Al-Rwayes (Non-executive) as Deputy Chairman; Formation of the Remuneration and Nomination Committee from the following: Mr. Waleed Mohammed Abdullah Al-Jaafari (Independent); Mr. Ibrahim Salem Mohammed Al-Rwayes (Non-executive); Mrs. Shaikah Abdullah Ibrahim Al-Jubair (Non-executive); Mr. Ahmad Ibrahim Rashed Al-Shethri (Non-executive); and Formation of the Executive Committee from the following: Mr. Mohammed Saad Al-Farraj Al-Subaiei (Independent); Mr. Ibrahim Salem Mohammed Al-Rwayes (Non-executive); Mr. Waleed Mohammed Abdullah Al-Jaafari (Independent); Eng. Mohammed Waslallah Theaar Al-Harbi (Non-executive); Eng. Fahad Rashed Mohammed Al-Otaibi (CEO of the Company).
分析記事 • Feb 02Here's Why We Think Eastern Province Cement (TADAWUL:3080) Is Well Worth WatchingLike a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
Is New 90 Day High Low • Jan 15New 90-day high: ر.س43.40The company is up 17% from its price of ر.س37.00 on 15 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 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ر.س26.11 per share.
分析記事 • Jan 14Is This A Sign of Things To Come At Eastern Province Cement (TADAWUL:3080)?What financial metrics can indicate to us that a company is maturing or even in decline? Businesses in decline often...
Is New 90 Day High Low • Dec 30New 90-day high: ر.س40.85The company is up 17% from its price of ر.س35.00 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 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ر.س26.11 per share.
分析記事 • Dec 28Eastern Province Cement Co.'s (TADAWUL:3080) Has Been On A Rise But Financial Prospects Look Weak: Is The Stock Overpriced?Eastern Province Cement (TADAWUL:3080) has had a great run on the share market with its stock up by a significant 14...
Is New 90 Day High Low • Dec 12New 90-day high: ر.س39.50The company is up 16% from its price of ر.س34.15 on 10 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.س26.11 per share.
分析記事 • Dec 09Eastern Province Cement (TADAWUL:3080) Has Compensated Shareholders With A Respectable 90% Return On Their InvestmentBy buying an index fund, investors can approximate the average market return. But if you buy good businesses at...
分析記事 • Nov 20Key Things To Watch Out For If You Are After Eastern Province Cement Co.'s (TADAWUL:3080) 4.0% DividendIs Eastern Province Cement Co. (TADAWUL:3080) a good dividend stock? How can we tell? Dividend paying companies with...
Is New 90 Day High Low • Nov 18New 90-day high: ر.س37.70The company is up 9.0% from its price of ر.س34.45 on 20 August 2020. The Saudi market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed 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.س22.55 per share.
Analyst Estimate Surprise Post Earnings • Nov 02Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 7.7%. Earnings per share (EPS) exceeded analyst estimates by 5.4%. Over the next year, revenue is expected to shrink by 1.6% compared to a 6.9% decline forecast for the Basic Materials industry in Saudi Arabia.
Reported Earnings • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total profits of ر.س224.8m, up 60% from the prior year. Total revenue was ر.س754.4m over the last 12 months, up 13% from the prior year.
Is New 90 Day High Low • Oct 07New 90-day high: ر.س36.10The company is up 14% from its price of ر.س31.75 on 09 July 2020. The Saudi market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Basic Materials industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ر.س22.51 per share.
