View Future GrowthMBC Group 過去の業績過去 基準チェック /16MBC Groupは、平均年間20.5%の収益成長を遂げていますが、 Media業界の収益は、年間 成長しています。収益は、平均年間4.5% 27.9%収益成長率で 成長しています。 MBC Groupの自己資本利益率は8.7%であり、純利益率は7.1%です。主要情報20.46%収益成長率-130.58%EPS成長率Media 業界の成長9.42%収益成長率27.89%株主資本利益率8.74%ネット・マージン7.10%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 12First quarter 2026 earnings released: EPS: ر.س0.60 (vs ر.س0.70 in 1Q 2025)First quarter 2026 results: EPS: ر.س0.60 (down from ر.س0.70 in 1Q 2025). Revenue: ر.س1.58b (down 23% from 1Q 2025). Net income: ر.س198.0m (down 15% from 1Q 2025). Profit margin: 13% (up from 11% in 1Q 2025). Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Media industry in Asia.Reported Earnings • Mar 17Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: ر.س1.15 (down from ر.س1.20 in FY 2024). Revenue: ر.س5.39b (up 29% from FY 2024). Net income: ر.س382.5m (down 4.4% from FY 2024). Profit margin: 7.1% (down from 9.6% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates by 2.2%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 7.3% growth forecast for the Media industry in Asia.Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: ر.س0.06 (vs ر.س0.027 in 3Q 2024)Third quarter 2025 results: EPS: ر.س0.06 (up from ر.س0.027 in 3Q 2024). Revenue: ر.س810.0m (up 7.4% from 3Q 2024). Net income: ر.س13.8m (up 53% from 3Q 2024). Profit margin: 1.7% (up from 1.2% in 3Q 2024). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Media industry in Asia.Reported Earnings • Aug 20Second quarter 2025 earnings released: EPS: ر.س0.22 (vs ر.س0.31 in 2Q 2024)Second quarter 2025 results: EPS: ر.س0.22 (down from ر.س0.31 in 2Q 2024). Revenue: ر.س985.0m (up 2.5% from 2Q 2024). Net income: ر.س72.5m (down 29% from 2Q 2024). Profit margin: 7.4% (down from 11% in 2Q 2024). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Media industry in Asia.Reported Earnings • May 13First quarter 2025 earnings released: EPS: ر.س0.70 (vs ر.س0.33 in 1Q 2024)First quarter 2025 results: EPS: ر.س0.70 (up from ر.س0.33 in 1Q 2024). Revenue: ر.س2.04b (up 66% from 1Q 2024). Net income: ر.س263.5m (up 141% from 1Q 2024). Profit margin: 13% (up from 8.9% in 1Q 2024). Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 8.9% growth forecast for the Media industry in Asia.Reported Earnings • Mar 29Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: ر.س1.20 (up from ر.س0.26 in FY 2023). Revenue: ر.س4.20b (up 65% from FY 2023). Net income: ر.س426.1m (up ر.س397.6m from FY 2023). Profit margin: 10% (up from 1.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 7.3% growth forecast for the Media industry in Asia.すべての更新を表示Recent updatesお知らせ • Jun 09MBC Group, Annual General Meeting, Jun 28, 2026MBC Group, Annual General Meeting, Jun 28, 2026, at 20:00 Arab Standard Time. Location: riyadh Saudi ArabiaMajor Estimate Revision • Jun 06Consensus revenue estimates fall by 13%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ر.س5.52b to ر.س4.78b. EPS estimate fell from ر.س1.66 to ر.س0.446 per share. Net income forecast to shrink 42% next year vs 15% growth forecast for Media industry in Saudi Arabia . Consensus price target down from ر.س44.80 to ر.س31.65. Share price was steady at ر.س24.25 over the past week.New Risk • May 12New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.1% Last year net profit margin: 10% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (7.1% net profit margin).Reported Earnings • May 12First quarter 2026 earnings released: EPS: ر.س0.60 (vs ر.س0.70 in 1Q 2025)First quarter 2026 results: EPS: ر.س0.60 (down from ر.س0.70 in 1Q 2025). Revenue: ر.س1.58b (down 23% from 1Q 2025). Net income: ر.س198.0m (down 15% from 1Q 2025). Profit margin: 13% (up from 11% in 1Q 2025). Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Media industry in Asia.New Risk • Apr 05New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 66% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.4% average weekly change). Large one-off items impacting financial results.Reported Earnings • Mar 17Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: ر.س1.15 (down from ر.س1.20 in FY 2024). Revenue: ر.س5.39b (up 29% from FY 2024). Net income: ر.س382.5m (down 4.4% from FY 2024). Profit margin: 7.1% (down from 9.6% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates by 2.2%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 7.3% growth forecast for the Media industry in Asia.New Risk • Mar 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Saudi stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (32% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (5.5% average weekly change).Buy Or Sell Opportunity • Feb 16Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.3% to ر.س32.32. The fair value is estimated to be ر.س41.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has declined by 145%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ر.س33.34, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 16x in the Media industry in Asia. Total loss to shareholders of 40% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ر.س41.06 per share.Major Estimate Revision • Jan 16Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ر.س5.04b to ر.س4.87b. EPS estimate also fell from ر.س1.33 per share to ر.س1.18 per share. Net income forecast to shrink 12% next year vs 17% growth forecast for Media industry in Saudi Arabia . Consensus price target down from ر.س49.30 to ر.س44.80. Share price was steady at ر.س28.42 over the past week.Buy Or Sell Opportunity • Dec 17Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at ر.س32.02. The fair value is estimated to be ر.س40.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has declined by 145%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 33% in the next 2 years.Buy Or Sell Opportunity • Nov 24Now 20% undervaluedOver the last 90 days, the stock has risen 3.8% to ر.س32.16. The fair value is estimated to be ر.س40.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has declined by 145%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 33% in the next 2 years.Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: ر.س0.06 (vs ر.س0.027 in 3Q 2024)Third quarter 2025 results: EPS: ر.س0.06 (up from ر.س0.027 in 3Q 2024). Revenue: ر.س810.0m (up 7.4% from 3Q 2024). Net income: ر.س13.8m (up 53% from 3Q 2024). Profit margin: 1.7% (up from 1.2% in 3Q 2024). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Media industry in Asia.Buy Or Sell Opportunity • Nov 05Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at ر.س32.14. The fair value is estimated to be ر.س40.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last year. Earnings per share has declined by 23%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 46% in the next 2 years.Major Estimate Revision • Sep 30Consensus EPS estimates increase by 16%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from ر.س1.15 to ر.س1.33. Revenue forecast steady at ر.س5.04b. Net income forecast to grow 6.7% next year vs 25% growth forecast for Media industry in Saudi Arabia. Consensus price target of ر.س49.30 unchanged from last update. Share price was steady at ر.س35.78 over the past week.Price Target Changed • Sep 22Price target decreased by 10.0% to ر.س50.87Down from ر.س56.50, the current price target is an average from 3 analysts. New target price is 44% above last closing price of ر.س35.44. The company is forecast to post earnings per share of ر.س1.15 for next year compared to ر.س1.20 last year.お知らせ • Sep 18Public Investment Fund completed the acquisition of 54% stake in MBC Group (SASE:4072) from Istedamah Holding Company.Public Investment Fund has signed a binding share sale and purchase agreement to acquire 54% stake in MBC Group (SASE:4072) from Istedamah Holding Company for SAR 7.5 billion on November 1, 2024. Pursuant to the SPA, Istedamah will sell its entire stake in the Company, amounting to 180 million shares, which represents 54% of the entire share capital of the Company to PIF, through a private transaction for an aggregate value of SAR 7,469 Million for the Sale Shares, at a price of SAR 41.60 per share (the “Transaction”). Following Completion, PIF will own 54% of the Company’s entire share capital. The completion of the Transaction is subject to a number of conditions, including obtaining the necessary regulatory approvals and non-objections that might be required from the relevant entities. Public Investment Fund completed the acquisition of 54% stake in MBC Group (SASE:4072) from Istedamah Holding Company on September 18, 2025. Completion of the Transaction has occurred following, among other things, the receipt of all necessary approvals and non-objections required from the relevant entities.Valuation Update With 7 Day Price Move • Sep 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ر.س32.20, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x in the Media industry in Asia. Total loss to shareholders of 28% over the past year.Reported Earnings • Aug 20Second quarter 2025 earnings released: EPS: ر.س0.22 (vs ر.س0.31 in 2Q 2024)Second quarter 2025 results: EPS: ر.س0.22 (down from ر.س0.31 in 2Q 2024). Revenue: ر.س985.0m (up 2.5% from 2Q 2024). Net income: ر.س72.5m (down 29% from 2Q 2024). Profit margin: 7.4% (down from 11% in 2Q 2024). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Media industry in Asia.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ر.س35.65, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 18x in the Media industry in Asia. Total loss to shareholders of 18% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ر.س47.21 per share.Buy Or Sell Opportunity • Jun 15Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to ر.س36.95. The fair value is estimated to be ر.س47.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 75% over the last year. Earnings per share has grown by 355%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 15% in the next 2 years.お知らせ • Jun 05MBC Group, Annual General Meeting, Jun 29, 2025MBC Group, Annual General Meeting, Jun 29, 2025, at 20:15 Arab Standard Time. Location: riyadh Saudi ArabiaMajor Estimate Revision • May 19Consensus EPS estimates increase by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from ر.س4.88b to ر.س5.14b. EPS estimate increased from ر.س1.09 to ر.س1.33 per share. Net income forecast to shrink 15% next year vs 24% growth forecast for Media industry in Saudi Arabia . Consensus price target broadly unchanged at ر.س56.83. Share price fell 3.5% to ر.س42.30 over the past week.Reported Earnings • May 13First quarter 2025 earnings released: EPS: ر.س0.70 (vs ر.س0.33 in 1Q 2024)First quarter 2025 results: EPS: ر.س0.70 (up from ر.س0.33 in 1Q 2024). Revenue: ر.س2.04b (up 66% from 1Q 2024). Net income: ر.س263.5m (up 141% from 1Q 2024). Profit margin: 13% (up from 8.9% in 1Q 2024). Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 8.9% growth forecast for the Media industry in Asia.New Risk • Apr 18New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 117% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.お知らせ • Apr 09MBC Group Announces CEO ChangesMBC Group announced Samuel James Kilion Barnett resigned from his position as the CEO of the company, effective on 30 April 2025. The board appointed Michael John Sneesby as the new CEO, taking over his role on 1 May, 2025. Sneesby most recently served as CEO of Nine Entertainment from 2021 to 2024 and was the CEO and founder of Stan, which he built into one of the most successful streaming platforms. Prior to that, he was the founder and CEO of Stan, which he built into one of the most successful streaming platforms. He also served as CEO of the e-commerce platform Cudo, and as Vice President of IPTV at Intigral. He demonstrated success in applying global technology trends to local markets, with a strong focus on digital innovation, media growth, and strategic partnerships. In January 2024, Barnett oversaw MBC Group's initial public offering (IPO) on the Saudi Stock Market and led the company through growth in value since its listing while optimizing commercial revenues. Mr. Michael John Sneesby has demonstrated success in applying global technology trends to local markets, with a strong focus on digital innovation, media growth, and strategic partnerships. He has led large-scale commercial, studio, and sports rights deals. Mr. Michael John Sneesby holds a Master of Business Administration from Macquarie University - Australia and a Bachelor of Engineering in Electrical Engineering from the University of Wollongong - Australia.New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Saudi stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ر.س38.75, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 18x in the Media industry in Asia. Total loss to shareholders of 32% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ر.س44.21 per share.Reported Earnings • Mar 29Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: ر.س1.20 (up from ر.س0.26 in FY 2023). Revenue: ر.س4.20b (up 65% from FY 2023). Net income: ر.س426.1m (up ر.س397.6m from FY 2023). Profit margin: 10% (up from 1.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 7.3% growth forecast for the Media industry in Asia.Major Estimate Revision • Nov 28Consensus EPS estimates increase by 59%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from ر.س0.964 to ر.س1.53. Revenue forecast steady at ر.س4.39b. Net income forecast to grow 73% next year vs 24% growth forecast for Media industry in Saudi Arabia. Consensus price target broadly unchanged at ر.س55.50. Share price rose 14% to ر.س52.60 over the past week.Valuation Update With 7 Day Price Move • Nov 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ر.س51.40, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 15x in the Media industry in Asia.Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: ر.س0.027 (vs ر.س0.019 in 3Q 2023)Third quarter 2024 results: EPS: ر.س0.027 (up from ر.س0.019 in 3Q 2023). Revenue: ر.س754.2m (up 17% from 3Q 2023). Net income: ر.س9.06m (up 57% from 3Q 2023). Profit margin: 1.2% (up from 0.9% in 3Q 2023). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Media industry in Asia.お知らせ • Nov 04Public Investment Fund has signed a binding share sale and purchase agreement to acquire 54% stake in MBC Group (SASE:4072) from Istedamah Holding Company for SAR 7.5 billion.Public Investment Fund has signed a binding share sale and purchase agreement to acquire 54% stake in MBC Group (SASE:4072) from Istedamah Holding Company for SAR 7.5 billion on November 1, 2024. Pursuant to the SPA, Istedamah will sell its entire stake in the Company, amounting to one hundred seventy-nine million five hundred fifty thousand (179,550,000) shares (the “Sale Shares”), which represents (54%) of the entire share capital of the Company to PIF, through a private transaction for an aggregate value of SAR 7,469 Million for the Sale Shares, at a price of SAR 41.60 per share (the “Transaction”). Following Completion, PIF will own (54%) of the Company’s entire share capital. The completion of the Transaction is subject to a number of conditions, including obtaining the necessary regulatory approvals and non-objections that might be required from the relevant entities (the “Completion”). The Transaction will be executed as a negotiated deal in accordance with the Saudi Exchange’s (Tadawul) Trading and Membership Procedures at Completion of the Transaction.お知らせ • Oct 22An undisclosed group of investors acquired 4.90% stake in Arabian Contracting Services Company (SASE:4071) from MBC Group (SASE:4072) on October 20, 2024.An undisclosed group of investors acquired 4.90% stake in Arabian Contracting Services Company (SASE:4071) from MBC Group (SASE:4072) for SAR 416.5 million on October 20, 2024. The sale comprising 2,450,000 shares, which represent 4.9% of AlArabia's share capital, to a number of investors. This decision comes as a strategic financial step taken by MBC Group to meet its financial obligations and strengthen its financial position, as stated in their Tadawul announcement and prospectus of MBC Group. The Group will retain a 15.1% stake in AlArabia as an investment in an associated company and these remaining shares held by MBC Group will be subject to a 6 month contractual lock-up undertaking starting from the transaction execution date. An undisclosed group of investors completed the acquisition of 4.90% stake in Arabian Contracting Services Company (SASE:4071) from MBC Group (SASE:4072) on October 20, 2024.Major Estimate Revision • Sep 10Consensus EPS estimates increase by 62%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ر.س4.23b to ر.س4.37b. EPS estimate increased from ر.س0.597 to ر.س0.964 per share. Net income forecast to grow 89% next year vs 25% growth forecast for Media industry in Saudi Arabia. Consensus price target up from ر.س51.17 to ر.س54.50. Share price rose 2.5% to ر.س45.20 over the past week.Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: ر.س0.31 (vs ر.س463 in 2Q 2023)Second quarter 2024 results: EPS: ر.س0.31. Revenue: ر.س961.0m (up 1.7% from 2Q 2023). Net income: ر.س102.6m (up 343% from 2Q 2023). Profit margin: 11% (up from 2.4% in 2Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Media industry in Asia.Valuation Update With 7 Day Price Move • Aug 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ر.س44.20, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 15x in the Media industry in Asia. Simply Wall St's valuation model estimates the intrinsic value at ر.س19.16 per share.Major Estimate Revision • Aug 16Consensus EPS estimates increase by 33%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ر.س4.13b to ر.س4.23b. EPS estimate increased from ر.س0.448 to ر.س0.597 per share. Net income forecast to grow 30% next year vs 25% growth forecast for Media industry in Saudi Arabia. Consensus price target up from ر.س48.50 to ر.س51.17. Share price rose 15% to ر.س44.20 over the past week.お知らせ • Jun 08MBC Group, Annual General Meeting, Jun 26, 2024MBC Group, Annual General Meeting, Jun 26, 2024, at 20:00 Arab Standard Time. Location: riyadh Saudi ArabiaMajor Estimate Revision • May 23Consensus EPS estimates increase by 22%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from ر.س0.367 to ر.س0.449. Revenue forecast unchanged at ر.س4.17b. Net income forecast to grow 422% next year vs 31% growth forecast for Media industry in Saudi Arabia. Consensus price target of ر.س48.50 unchanged from last update. Share price fell 6.3% to ر.س50.20 over the past week.Major Estimate Revision • Apr 15Consensus EPS estimates increase by 32%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ر.س4.04b to ر.س4.11b. EPS estimate increased from ر.س0.279 to ر.س0.367 per share. Net income forecast to grow 328% next year vs 26% growth forecast for Media industry in Saudi Arabia. Consensus price target broadly unchanged at ر.س48.50. Share price was steady at ر.س57.20 over the past week.分析記事 • Apr 10MBC Group's (TADAWUL:4072) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsLast week's earnings announcement from MBC Group ( TADAWUL:4072 ) was disappointing to investors, with a sluggish...Board Change • Jan 08High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. Non-Executive Non Independent Nasser Manahi bin Al Baqami is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.収支内訳MBC Group 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:4072 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 264,9123491,169031 Dec 255,3793831,169030 Sep 255,070581990030 Jun 255,017571997031 Mar 254,9935221,001031 Dec 244,1854001,137030 Sep 244,8612441,459030 Jun 244,7532411,434031 Mar 242,847115931031 Dec 232,55929816030 Sep 231,57638425030 Jun 231,85964365031 Mar 233,61973742031 Dec 223,48935700031 Dec 212,845737650031 Dec 202,318-955510質の高い収益: 4072にはSAR177.3M } という大きな 一回限りの 利益があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。利益率の向上: 4072の現在の純利益率 (7.1%)は、昨年(10.5%)よりも低くなっています。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: 4072の収益は過去 5 年間で年間20.5%増加しました。成長の加速: 4072は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 4072は過去 1 年間で収益成長率がマイナス ( -33.2% ) となったため、 Media業界平均 ( 9% ) と比較することが困難です。株主資本利益率高いROE: 4072の 自己資本利益率 ( 8.7% ) 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7D1Y7D1Y7D1YMedia 、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2026/06/16 23:41終値2026/06/16 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MBC Group 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。6 アナリスト機関Ankur AgarwalHSBCElena JouronovaJ.P. MorganTarek SleimanJ.P. Morgan3 その他のアナリストを表示
Reported Earnings • May 12First quarter 2026 earnings released: EPS: ر.س0.60 (vs ر.س0.70 in 1Q 2025)First quarter 2026 results: EPS: ر.س0.60 (down from ر.س0.70 in 1Q 2025). Revenue: ر.س1.58b (down 23% from 1Q 2025). Net income: ر.س198.0m (down 15% from 1Q 2025). Profit margin: 13% (up from 11% in 1Q 2025). Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Media industry in Asia.
Reported Earnings • Mar 17Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: ر.س1.15 (down from ر.س1.20 in FY 2024). Revenue: ر.س5.39b (up 29% from FY 2024). Net income: ر.س382.5m (down 4.4% from FY 2024). Profit margin: 7.1% (down from 9.6% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates by 2.2%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 7.3% growth forecast for the Media industry in Asia.
Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: ر.س0.06 (vs ر.س0.027 in 3Q 2024)Third quarter 2025 results: EPS: ر.س0.06 (up from ر.س0.027 in 3Q 2024). Revenue: ر.س810.0m (up 7.4% from 3Q 2024). Net income: ر.س13.8m (up 53% from 3Q 2024). Profit margin: 1.7% (up from 1.2% in 3Q 2024). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Media industry in Asia.
Reported Earnings • Aug 20Second quarter 2025 earnings released: EPS: ر.س0.22 (vs ر.س0.31 in 2Q 2024)Second quarter 2025 results: EPS: ر.س0.22 (down from ر.س0.31 in 2Q 2024). Revenue: ر.س985.0m (up 2.5% from 2Q 2024). Net income: ر.س72.5m (down 29% from 2Q 2024). Profit margin: 7.4% (down from 11% in 2Q 2024). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Media industry in Asia.
Reported Earnings • May 13First quarter 2025 earnings released: EPS: ر.س0.70 (vs ر.س0.33 in 1Q 2024)First quarter 2025 results: EPS: ر.س0.70 (up from ر.س0.33 in 1Q 2024). Revenue: ر.س2.04b (up 66% from 1Q 2024). Net income: ر.س263.5m (up 141% from 1Q 2024). Profit margin: 13% (up from 8.9% in 1Q 2024). Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 8.9% growth forecast for the Media industry in Asia.
Reported Earnings • Mar 29Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: ر.س1.20 (up from ر.س0.26 in FY 2023). Revenue: ر.س4.20b (up 65% from FY 2023). Net income: ر.س426.1m (up ر.س397.6m from FY 2023). Profit margin: 10% (up from 1.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 7.3% growth forecast for the Media industry in Asia.
お知らせ • Jun 09MBC Group, Annual General Meeting, Jun 28, 2026MBC Group, Annual General Meeting, Jun 28, 2026, at 20:00 Arab Standard Time. Location: riyadh Saudi Arabia
Major Estimate Revision • Jun 06Consensus revenue estimates fall by 13%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ر.س5.52b to ر.س4.78b. EPS estimate fell from ر.س1.66 to ر.س0.446 per share. Net income forecast to shrink 42% next year vs 15% growth forecast for Media industry in Saudi Arabia . Consensus price target down from ر.س44.80 to ر.س31.65. Share price was steady at ر.س24.25 over the past week.
New Risk • May 12New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.1% Last year net profit margin: 10% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (7.1% net profit margin).
Reported Earnings • May 12First quarter 2026 earnings released: EPS: ر.س0.60 (vs ر.س0.70 in 1Q 2025)First quarter 2026 results: EPS: ر.س0.60 (down from ر.س0.70 in 1Q 2025). Revenue: ر.س1.58b (down 23% from 1Q 2025). Net income: ر.س198.0m (down 15% from 1Q 2025). Profit margin: 13% (up from 11% in 1Q 2025). Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Media industry in Asia.
New Risk • Apr 05New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 66% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.4% average weekly change). Large one-off items impacting financial results.
Reported Earnings • Mar 17Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: ر.س1.15 (down from ر.س1.20 in FY 2024). Revenue: ر.س5.39b (up 29% from FY 2024). Net income: ر.س382.5m (down 4.4% from FY 2024). Profit margin: 7.1% (down from 9.6% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates by 2.2%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 7.3% growth forecast for the Media industry in Asia.
New Risk • Mar 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Saudi stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (32% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (5.5% average weekly change).
Buy Or Sell Opportunity • Feb 16Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.3% to ر.س32.32. The fair value is estimated to be ر.س41.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has declined by 145%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.
Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ر.س33.34, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 16x in the Media industry in Asia. Total loss to shareholders of 40% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ر.س41.06 per share.
Major Estimate Revision • Jan 16Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ر.س5.04b to ر.س4.87b. EPS estimate also fell from ر.س1.33 per share to ر.س1.18 per share. Net income forecast to shrink 12% next year vs 17% growth forecast for Media industry in Saudi Arabia . Consensus price target down from ر.س49.30 to ر.س44.80. Share price was steady at ر.س28.42 over the past week.
Buy Or Sell Opportunity • Dec 17Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at ر.س32.02. The fair value is estimated to be ر.س40.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has declined by 145%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 33% in the next 2 years.
Buy Or Sell Opportunity • Nov 24Now 20% undervaluedOver the last 90 days, the stock has risen 3.8% to ر.س32.16. The fair value is estimated to be ر.س40.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has declined by 145%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 33% in the next 2 years.
Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: ر.س0.06 (vs ر.س0.027 in 3Q 2024)Third quarter 2025 results: EPS: ر.س0.06 (up from ر.س0.027 in 3Q 2024). Revenue: ر.س810.0m (up 7.4% from 3Q 2024). Net income: ر.س13.8m (up 53% from 3Q 2024). Profit margin: 1.7% (up from 1.2% in 3Q 2024). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Media industry in Asia.
Buy Or Sell Opportunity • Nov 05Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at ر.س32.14. The fair value is estimated to be ر.س40.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last year. Earnings per share has declined by 23%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 46% in the next 2 years.
Major Estimate Revision • Sep 30Consensus EPS estimates increase by 16%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from ر.س1.15 to ر.س1.33. Revenue forecast steady at ر.س5.04b. Net income forecast to grow 6.7% next year vs 25% growth forecast for Media industry in Saudi Arabia. Consensus price target of ر.س49.30 unchanged from last update. Share price was steady at ر.س35.78 over the past week.
Price Target Changed • Sep 22Price target decreased by 10.0% to ر.س50.87Down from ر.س56.50, the current price target is an average from 3 analysts. New target price is 44% above last closing price of ر.س35.44. The company is forecast to post earnings per share of ر.س1.15 for next year compared to ر.س1.20 last year.
お知らせ • Sep 18Public Investment Fund completed the acquisition of 54% stake in MBC Group (SASE:4072) from Istedamah Holding Company.Public Investment Fund has signed a binding share sale and purchase agreement to acquire 54% stake in MBC Group (SASE:4072) from Istedamah Holding Company for SAR 7.5 billion on November 1, 2024. Pursuant to the SPA, Istedamah will sell its entire stake in the Company, amounting to 180 million shares, which represents 54% of the entire share capital of the Company to PIF, through a private transaction for an aggregate value of SAR 7,469 Million for the Sale Shares, at a price of SAR 41.60 per share (the “Transaction”). Following Completion, PIF will own 54% of the Company’s entire share capital. The completion of the Transaction is subject to a number of conditions, including obtaining the necessary regulatory approvals and non-objections that might be required from the relevant entities. Public Investment Fund completed the acquisition of 54% stake in MBC Group (SASE:4072) from Istedamah Holding Company on September 18, 2025. Completion of the Transaction has occurred following, among other things, the receipt of all necessary approvals and non-objections required from the relevant entities.
Valuation Update With 7 Day Price Move • Sep 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ر.س32.20, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x in the Media industry in Asia. Total loss to shareholders of 28% over the past year.
Reported Earnings • Aug 20Second quarter 2025 earnings released: EPS: ر.س0.22 (vs ر.س0.31 in 2Q 2024)Second quarter 2025 results: EPS: ر.س0.22 (down from ر.س0.31 in 2Q 2024). Revenue: ر.س985.0m (up 2.5% from 2Q 2024). Net income: ر.س72.5m (down 29% from 2Q 2024). Profit margin: 7.4% (down from 11% in 2Q 2024). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Media industry in Asia.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ر.س35.65, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 18x in the Media industry in Asia. Total loss to shareholders of 18% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ر.س47.21 per share.
Buy Or Sell Opportunity • Jun 15Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to ر.س36.95. The fair value is estimated to be ر.س47.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 75% over the last year. Earnings per share has grown by 355%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 15% in the next 2 years.
お知らせ • Jun 05MBC Group, Annual General Meeting, Jun 29, 2025MBC Group, Annual General Meeting, Jun 29, 2025, at 20:15 Arab Standard Time. Location: riyadh Saudi Arabia
Major Estimate Revision • May 19Consensus EPS estimates increase by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from ر.س4.88b to ر.س5.14b. EPS estimate increased from ر.س1.09 to ر.س1.33 per share. Net income forecast to shrink 15% next year vs 24% growth forecast for Media industry in Saudi Arabia . Consensus price target broadly unchanged at ر.س56.83. Share price fell 3.5% to ر.س42.30 over the past week.
Reported Earnings • May 13First quarter 2025 earnings released: EPS: ر.س0.70 (vs ر.س0.33 in 1Q 2024)First quarter 2025 results: EPS: ر.س0.70 (up from ر.س0.33 in 1Q 2024). Revenue: ر.س2.04b (up 66% from 1Q 2024). Net income: ر.س263.5m (up 141% from 1Q 2024). Profit margin: 13% (up from 8.9% in 1Q 2024). Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 8.9% growth forecast for the Media industry in Asia.
New Risk • Apr 18New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 117% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
お知らせ • Apr 09MBC Group Announces CEO ChangesMBC Group announced Samuel James Kilion Barnett resigned from his position as the CEO of the company, effective on 30 April 2025. The board appointed Michael John Sneesby as the new CEO, taking over his role on 1 May, 2025. Sneesby most recently served as CEO of Nine Entertainment from 2021 to 2024 and was the CEO and founder of Stan, which he built into one of the most successful streaming platforms. Prior to that, he was the founder and CEO of Stan, which he built into one of the most successful streaming platforms. He also served as CEO of the e-commerce platform Cudo, and as Vice President of IPTV at Intigral. He demonstrated success in applying global technology trends to local markets, with a strong focus on digital innovation, media growth, and strategic partnerships. In January 2024, Barnett oversaw MBC Group's initial public offering (IPO) on the Saudi Stock Market and led the company through growth in value since its listing while optimizing commercial revenues. Mr. Michael John Sneesby has demonstrated success in applying global technology trends to local markets, with a strong focus on digital innovation, media growth, and strategic partnerships. He has led large-scale commercial, studio, and sports rights deals. Mr. Michael John Sneesby holds a Master of Business Administration from Macquarie University - Australia and a Bachelor of Engineering in Electrical Engineering from the University of Wollongong - Australia.
New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Saudi stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ر.س38.75, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 18x in the Media industry in Asia. Total loss to shareholders of 32% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ر.س44.21 per share.
Reported Earnings • Mar 29Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: ر.س1.20 (up from ر.س0.26 in FY 2023). Revenue: ر.س4.20b (up 65% from FY 2023). Net income: ر.س426.1m (up ر.س397.6m from FY 2023). Profit margin: 10% (up from 1.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 7.3% growth forecast for the Media industry in Asia.
Major Estimate Revision • Nov 28Consensus EPS estimates increase by 59%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from ر.س0.964 to ر.س1.53. Revenue forecast steady at ر.س4.39b. Net income forecast to grow 73% next year vs 24% growth forecast for Media industry in Saudi Arabia. Consensus price target broadly unchanged at ر.س55.50. Share price rose 14% to ر.س52.60 over the past week.
Valuation Update With 7 Day Price Move • Nov 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ر.س51.40, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 15x in the Media industry in Asia.
Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: ر.س0.027 (vs ر.س0.019 in 3Q 2023)Third quarter 2024 results: EPS: ر.س0.027 (up from ر.س0.019 in 3Q 2023). Revenue: ر.س754.2m (up 17% from 3Q 2023). Net income: ر.س9.06m (up 57% from 3Q 2023). Profit margin: 1.2% (up from 0.9% in 3Q 2023). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Media industry in Asia.
お知らせ • Nov 04Public Investment Fund has signed a binding share sale and purchase agreement to acquire 54% stake in MBC Group (SASE:4072) from Istedamah Holding Company for SAR 7.5 billion.Public Investment Fund has signed a binding share sale and purchase agreement to acquire 54% stake in MBC Group (SASE:4072) from Istedamah Holding Company for SAR 7.5 billion on November 1, 2024. Pursuant to the SPA, Istedamah will sell its entire stake in the Company, amounting to one hundred seventy-nine million five hundred fifty thousand (179,550,000) shares (the “Sale Shares”), which represents (54%) of the entire share capital of the Company to PIF, through a private transaction for an aggregate value of SAR 7,469 Million for the Sale Shares, at a price of SAR 41.60 per share (the “Transaction”). Following Completion, PIF will own (54%) of the Company’s entire share capital. The completion of the Transaction is subject to a number of conditions, including obtaining the necessary regulatory approvals and non-objections that might be required from the relevant entities (the “Completion”). The Transaction will be executed as a negotiated deal in accordance with the Saudi Exchange’s (Tadawul) Trading and Membership Procedures at Completion of the Transaction.
お知らせ • Oct 22An undisclosed group of investors acquired 4.90% stake in Arabian Contracting Services Company (SASE:4071) from MBC Group (SASE:4072) on October 20, 2024.An undisclosed group of investors acquired 4.90% stake in Arabian Contracting Services Company (SASE:4071) from MBC Group (SASE:4072) for SAR 416.5 million on October 20, 2024. The sale comprising 2,450,000 shares, which represent 4.9% of AlArabia's share capital, to a number of investors. This decision comes as a strategic financial step taken by MBC Group to meet its financial obligations and strengthen its financial position, as stated in their Tadawul announcement and prospectus of MBC Group. The Group will retain a 15.1% stake in AlArabia as an investment in an associated company and these remaining shares held by MBC Group will be subject to a 6 month contractual lock-up undertaking starting from the transaction execution date. An undisclosed group of investors completed the acquisition of 4.90% stake in Arabian Contracting Services Company (SASE:4071) from MBC Group (SASE:4072) on October 20, 2024.
Major Estimate Revision • Sep 10Consensus EPS estimates increase by 62%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ر.س4.23b to ر.س4.37b. EPS estimate increased from ر.س0.597 to ر.س0.964 per share. Net income forecast to grow 89% next year vs 25% growth forecast for Media industry in Saudi Arabia. Consensus price target up from ر.س51.17 to ر.س54.50. Share price rose 2.5% to ر.س45.20 over the past week.
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: ر.س0.31 (vs ر.س463 in 2Q 2023)Second quarter 2024 results: EPS: ر.س0.31. Revenue: ر.س961.0m (up 1.7% from 2Q 2023). Net income: ر.س102.6m (up 343% from 2Q 2023). Profit margin: 11% (up from 2.4% in 2Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Media industry in Asia.
Valuation Update With 7 Day Price Move • Aug 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ر.س44.20, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 15x in the Media industry in Asia. Simply Wall St's valuation model estimates the intrinsic value at ر.س19.16 per share.
Major Estimate Revision • Aug 16Consensus EPS estimates increase by 33%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ر.س4.13b to ر.س4.23b. EPS estimate increased from ر.س0.448 to ر.س0.597 per share. Net income forecast to grow 30% next year vs 25% growth forecast for Media industry in Saudi Arabia. Consensus price target up from ر.س48.50 to ر.س51.17. Share price rose 15% to ر.س44.20 over the past week.
お知らせ • Jun 08MBC Group, Annual General Meeting, Jun 26, 2024MBC Group, Annual General Meeting, Jun 26, 2024, at 20:00 Arab Standard Time. Location: riyadh Saudi Arabia
Major Estimate Revision • May 23Consensus EPS estimates increase by 22%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from ر.س0.367 to ر.س0.449. Revenue forecast unchanged at ر.س4.17b. Net income forecast to grow 422% next year vs 31% growth forecast for Media industry in Saudi Arabia. Consensus price target of ر.س48.50 unchanged from last update. Share price fell 6.3% to ر.س50.20 over the past week.
Major Estimate Revision • Apr 15Consensus EPS estimates increase by 32%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ر.س4.04b to ر.س4.11b. EPS estimate increased from ر.س0.279 to ر.س0.367 per share. Net income forecast to grow 328% next year vs 26% growth forecast for Media industry in Saudi Arabia. Consensus price target broadly unchanged at ر.س48.50. Share price was steady at ر.س57.20 over the past week.
分析記事 • Apr 10MBC Group's (TADAWUL:4072) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsLast week's earnings announcement from MBC Group ( TADAWUL:4072 ) was disappointing to investors, with a sluggish...
Board Change • Jan 08High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. Non-Executive Non Independent Nasser Manahi bin Al Baqami is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.