View Future GrowthSaudi Telecom 過去の業績過去 基準チェック /56Saudi Telecomは、平均年間3.6%の収益成長を遂げていますが、 Telecom業界の収益は、年間 成長しています。収益は、平均年間5% 5.3%収益成長率で 成長しています。 Saudi Telecomの自己資本利益率は17.4%であり、純利益率は19%です。主要情報3.57%収益成長率3.60%EPS成長率Telecom 業界の成長11.47%収益成長率5.34%株主資本利益率17.41%ネット・マージン19.01%次回の業績アップデート29 Jul 2026最近の業績更新お知らせ • Jun 11+ 1 more updateSaudi Telecom Company to Report Fiscal Year 2026 Results on Feb 21, 2027Saudi Telecom Company announced that they will report fiscal year 2026 results on Feb 21, 2027お知らせ • May 23Saudi Telecom Company to Report Q3, 2026 Results on Oct 28, 2026Saudi Telecom Company announced that they will report Q3, 2026 results on Oct 28, 2026お知らせ • May 21Saudi Telecom Company to Report Q2, 2026 Results on Jul 29, 2026Saudi Telecom Company announced that they will report Q2, 2026 results on Jul 29, 2026Reported Earnings • Apr 29First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: ر.س0.74 (up from ر.س0.73 in 1Q 2025). Revenue: ر.س19.9b (up 3.8% from 1Q 2025). Net income: ر.س3.70b (up 1.3% from 1Q 2025). Profit margin: 19% (in line with 1Q 2025). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 1% per year.お知らせ • Mar 13Saudi Telecom Company to Report Q1, 2026 Results on Apr 28, 2026Saudi Telecom Company announced that they will report Q1, 2026 results on Apr 28, 2026Reported Earnings • Feb 20Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ر.س2.97 (up from ر.س2.15 in FY 2024). Revenue: ر.س77.8b (up 2.5% from FY 2024). Net income: ر.س14.8b (up 38% from FY 2024). Profit margin: 19% (up from 14% in FY 2024). The increase in margin was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.1%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 7% per year, which means it is tracking significantly ahead of earnings growth.すべての更新を表示Recent updatesお知らせ • Jun 13stc group and Huawei Launch Green Telco Cloud, Accelerating the Future of Sustainable Telecom in the Regionstc group announced the successful deployment of its Green Telco Cloud, a new cloud-based platform designed to deliver telecom services using fewer physical resources and significantly less energy. Developed in collaboration with Huawei, the platform brings together computing, storage, and networking into one integrated environment built for long-term efficiency and digital scalability. Built on Huawei's cloud-native architecture, the Green Telco Cloud integrates energy-efficient servers equipped with dynamic power management and adaptive Central Processing Unit (CPU) frequency scaling into a unified, automated and converged infrastructure. The platform is managed through a centralized dashboard that provides full-stack telemetry, carbon impact analytics, and automated shutdown of idle resources. By consolidating network functions within a single intelligent platform, stc group delivers faster, greener, and more efficient services while reducing energy consumption, lowering emissions, and enabling next-generation technologies such as 5G-A. The Green Telco Cloud runs on three layers. The hardware foundation uses compact, energy-aware servers that adjust power use based on traffic demand. The platform software enables service flexibility across both traditional systems and container-based environments. A centralized operations layer oversees performance, tracks environmental data, and powers down idle equipment when not in use. stc group and Huawei validated the platform through joint lab trials using Huawei's latest Green technologies, including power-efficient chipsets and intelligent controls. The system achieved up to 20 percent less energy consumption and a 40 percent reduction in physical infrastructure, with measurable improvements in operational simplicity. This deployment is part of stc group's broader efforts to build digital infrastructure that grows responsibly while delivering faster, smarter, and more energy-efficient services. As Saudi Arabia advances its digital transformation goals, this initiative reinforces stc group's leadership in shaping telecom systems where innovation and sustainability move forward together.お知らせ • Jun 11+ 1 more updateSaudi Telecom Company to Report Fiscal Year 2026 Results on Feb 21, 2027Saudi Telecom Company announced that they will report fiscal year 2026 results on Feb 21, 2027お知らせ • May 23Saudi Telecom Company to Report Q3, 2026 Results on Oct 28, 2026Saudi Telecom Company announced that they will report Q3, 2026 results on Oct 28, 2026お知らせ • May 21Saudi Telecom Company to Report Q2, 2026 Results on Jul 29, 2026Saudi Telecom Company announced that they will report Q2, 2026 results on Jul 29, 2026分析記事 • May 08Saudi Telecom Company Just Beat EPS By 14%: Here's What Analysts Think Will Happen NextLast week saw the newest quarterly earnings release from Saudi Telecom Company ( TADAWUL:7010 ), an important milestone...Declared Dividend • Apr 30Dividend of ر.س0.55 announcedShareholders will receive a dividend of ر.س0.55. Ex-date: 3rd May 2026 Payment date: 20th May 2026 Dividend yield will be 5.0%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is covered by earnings (55% earnings payout ratio) but not covered by cash flows (111% cash payout ratio). The dividend has increased by an average of 3.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 8.5% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 29First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: ر.س0.74 (up from ر.س0.73 in 1Q 2025). Revenue: ر.س19.9b (up 3.8% from 1Q 2025). Net income: ر.س3.70b (up 1.3% from 1Q 2025). Profit margin: 19% (in line with 1Q 2025). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 1% per year.お知らせ • Apr 29Saudi Telecom Company announces Quarterly dividend, payable on May 20, 2026Saudi Telecom Company announced Quarterly dividend of SAR 0.5500 per share payable on May 20, 2026, ex-date on May 03, 2026 and record date on May 04, 2026.お知らせ • Apr 06Saudi Telecom Company, Annual General Meeting, May 06, 2026Saudi Telecom Company, Annual General Meeting, May 06, 2026, at 19:00 Arab Standard Time. Location: riyadh Saudi Arabiaお知らせ • Mar 13Saudi Telecom Company to Report Q1, 2026 Results on Apr 28, 2026Saudi Telecom Company announced that they will report Q1, 2026 results on Apr 28, 2026Buy Or Sell Opportunity • Mar 04Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at ر.س42.44. The fair value is estimated to be ر.س35.00, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 3.5% per annum over the same time period.Reported Earnings • Feb 20Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ر.س2.97 (up from ر.س2.15 in FY 2024). Revenue: ر.س77.8b (up 2.5% from FY 2024). Net income: ر.س14.8b (up 38% from FY 2024). Profit margin: 19% (up from 14% in FY 2024). The increase in margin was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.1%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 7% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Feb 19Dividend of ر.س0.55 announcedDividend of ر.س0.55 is the same as last year. Ex-date: 24th February 2026 Payment date: 12th March 2026 Dividend yield will be 9.7%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is not adequately covered by earnings (92% earnings payout ratio) nor is it covered by cash flows (242% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 2.7% to bring the payout ratio under control. EPS is expected to grow by 19% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Feb 18Saudi Telecom Company announces Quarterly dividend, payable on March 12, 2026Saudi Telecom Company announced Quarterly dividend of SAR 0.5500 per share payable on March 12, 2026, ex-date on February 24, 2026 and record date on February 25, 2026.Buy Or Sell Opportunity • Jan 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.6% to ر.س42.06. The fair value is estimated to be ر.س52.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings are also forecast to grow by 6.8% per annum over the same time period.Buy Or Sell Opportunity • Dec 18Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at ر.س42.06. The fair value is estimated to be ر.س52.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 7.1% per annum over the same time period.分析記事 • Dec 09Investor Optimism Abounds Saudi Telecom Company (TADAWUL:7010) But Growth Is LackingThere wouldn't be many who think Saudi Telecom Company's ( TADAWUL:7010 ) price-to-earnings (or "P/E") ratio of 17.7x...お知らせ • Nov 27Saudi Telecom Company to Report Fiscal Year 2025 Results on Feb 23, 2026Saudi Telecom Company announced that they will report fiscal year 2025 results on Feb 23, 2026分析記事 • Nov 13There May Be Reason For Hope In Saudi Telecom's (TADAWUL:7010) Disappointing EarningsThe market for Saudi Telecom Company's ( TADAWUL:7010 ) shares didn't move much after it posted weak earnings recently...Reported Earnings • Nov 06Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: ر.س0.82 (down from ر.س0.85 in 3Q 2024). Revenue: ر.س19.3b (up 3.3% from 3Q 2024). Net income: ر.س4.11b (down 3.5% from 3Q 2024). Profit margin: 21% (down from 23% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 27%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Declared Dividend • Nov 05Dividend of ر.س0.55 announcedShareholders will receive a dividend of ر.س0.55. Ex-date: 9th November 2025 Payment date: 26th November 2025 Dividend yield will be 9.4%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is covered by earnings (85% earnings payout ratio) but not covered by cash flows (354% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 04Saudi Telecom Company announces Quarterly dividend, payable on November 26, 2025Saudi Telecom Company announced Quarterly dividend of SAR 0.5500 per share payable on November 26, 2025, ex-date on November 09, 2025 and record date on November 10, 2025.お知らせ • Sep 04Saudi Telecom Company to Report Q3, 2025 Results on Oct 30, 2025Saudi Telecom Company announced that they will report Q3, 2025 results on Oct 30, 2025分析記事 • Aug 25Saudi Telecom's (TADAWUL:7010) Returns Have Hit A WallIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Reported Earnings • Aug 03Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: EPS: ر.س0.77 (up from ر.س0.62 in 2Q 2024). Revenue: ر.س19.5b (up 2.6% from 2Q 2024). Net income: ر.س3.82b (up 23% from 2Q 2024). Profit margin: 20% (up from 16% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 22%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 1% per year.分析記事 • Jul 30Investors Appear Satisfied With Saudi Telecom Company's (TADAWUL:7010) ProspectsThere wouldn't be many who think Saudi Telecom Company's ( TADAWUL:7010 ) price-to-earnings (or "P/E") ratio of 18.6x...お知らせ • Jul 29Saudi Telecom Company announces Quarterly dividend, payable on August 19, 2025Saudi Telecom Company announced Quarterly dividend of SAR 0.5500 per share payable on August 19, 2025, ex-date on July 31, 2025 and record date on August 03, 2025.Upcoming Dividend • May 08Upcoming dividend of ر.س2.00 per shareEligible shareholders must have bought the stock before 14 May 2025. Payment date: 02 June 2025. Payout ratio is on the higher end at 85%, and the cash payout ratio is above 100%. Trailing yield: 9.2%. Within top quartile of Saudi dividend payers (5.3%). Higher than average of industry peers (5.0%).Reported Earnings • Apr 30First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: ر.س0.73 (up from ر.س0.66 in 1Q 2024). Revenue: ر.س19.2b (flat on 1Q 2024). Net income: ر.س3.65b (up 11% from 1Q 2024). Profit margin: 19% (up from 17% in 1Q 2024). Revenue missed analyst estimates by 4.1%. Earnings per share (EPS) exceeded analyst estimates by 5.1%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 1% per year and the company’s share price has also increased by 1% per year.Major Estimate Revision • Apr 28Consensus EPS estimates increase by 54%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from ر.س2.91 to ر.س4.48. Revenue forecast steady at ر.س80.0b. Net income forecast to grow 109% next year vs 14% growth forecast for Telecom industry in Saudi Arabia. Consensus price target broadly unchanged at ر.س46.21. Share price rose 3.4% to ر.س48.00 over the past week.お知らせ • Apr 28Saudi Telecom Company to Report Q2, 2025 Results on Jul 27, 2025Saudi Telecom Company announced that they will report Q2, 2025 results at 10:00 AM, Arabian Standard Time on Jul 27, 2025Declared Dividend • Apr 24Dividend of ر.س2.00 announcedShareholders will receive a dividend of ر.س2.00. Ex-date: 14th May 2025 Payment date: 2nd June 2025 Dividend yield will be 7.0%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is covered by earnings (81% earnings payout ratio) but not covered by cash flows (258% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 23+ 1 more updateSaudi Telecom Company, Annual General Meeting, May 13, 2025Saudi Telecom Company, Annual General Meeting, May 13, 2025, at 19:30 Arab Standard Time. Location: riyadh Saudi Arabiaお知らせ • Mar 25Saudi Telecom Company to Report Q1, 2025 Results on Apr 27, 2025Saudi Telecom Company announced that they will report Q1, 2025 results at 10:00 AM, Arabian Standard Time on Apr 27, 2025Major Estimate Revision • Mar 13Consensus EPS estimates fall by 34%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ر.س4.48 to ر.س2.96 per share. Revenue forecast steady at ر.س80.1b. Net income forecast to grow 40% next year vs 12% growth forecast for Telecom industry in Saudi Arabia. Consensus price target broadly unchanged at ر.س45.01. Share price was steady at ر.س43.75 over the past week.お知らせ • Mar 11Juniper Networks Boosts Saudi Telecom Company's 5G Security Deployment with the Power of AutomationSaudi Telecom Company and Juniper Networks announced that the two companies have worked together to further enhance the service provider's 5G-ready network security gateway (SGi) infrastructure with new automation features within its existing Juniper SRX next-generation firewall deployment. These new capabilities elevate user experiences, increase capacity and lower costs while maintaining the higher security efficacy and sustainability commitments. stc has fully embraced Juniper's AI-Native Security approach, which is an integral part of the Juniper AI-Native Networking Platform. By building end-to-end next-generation security rather than as an overlay, stc leverages better insight, automation and actions to protect users, applications and infrastructure. This creates a fully threat-aware, high-performance environment for stc's customers while keeping attackers at bay. The Automated Express Path+ software feature from Juniper has been activated in stc's Juniper Networks®? SRX 5800 Firewalls without the necessity for investing in new hardware. The new software automates the identification and accelerated flow of data. The upgraded security deployment can now process data efficiently up to 48% faster than before. stc's automation upgrade has enabled the company to gain significant CapEx and OpEx savings by streamlining the infrastructure's overall efficiency. For example, the power consumption required to run the SRX gateways is reduced by up to 30%, concurrently supporting sustainability by allowing the deployment of more potent systems within a compact footprint. As a result, there is a substantial reduction in the cost per gigabit processed. Customers using stc's wide range of business and consumer services will benefit from optimized performance and security rigor as a result of the automation. For example, network latency (which can cause 'jitter' that inhibits the quality of digital content) will be reduced by up to 600%, while the most stringent security policies are consistently and intelligently applied to data traffic at scale.Reported Earnings • Mar 09Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: ر.س2.15 (down from ر.س2.52 in FY 2023). Revenue: ر.س75.9b (up 5.7% from FY 2023). Net income: ر.س10.7b (down 14% from FY 2023). Profit margin: 14% (down from 18% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 78%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has remained flat.New Risk • Mar 08New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 104% Dividend yield: 9.4% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 18% per year for the foreseeable future. Minor Risk Dividend is not well covered by cash flows (104% cash payout ratio).Declared Dividend • Feb 28Dividend of ر.س0.55 announcedShareholders will receive a dividend of ر.س0.55. Ex-date: 6th March 2025 Payment date: 24th March 2025 Dividend yield will be 6.1%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is covered by both earnings (35% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 6.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 49% over the next 3 years. However, it would need to fall by 61% to increase the payout ratio to a potentially unsustainable range.お知らせ • Feb 27Saudi Telecom Company announces Quarterly dividend, payable on March 24, 2025Saudi Telecom Company announced Quarterly dividend of SAR 0.5500 per share payable on March 24, 2025, ex-date on March 06, 2025 and record date on March 09, 2025.新しいナラティブ • Feb 24Saudi Telecom set to evolve into a digital powerhouse with strong government backingSTC is already investing heavily in 5G infrastructure. By 2030, we could see them leading in 6G research or other next-gen technologies.お知らせ • Feb 14stc Group and Huawei Launch the Middle East's First Software Focused on Optimizing 5G Networks for Gamingstc Group and Huawei have successfully piloted the region's first 5G network software that uses AI to optimize connectivity for gaming and esports industries. The solution, technically known as an Intelligent Personalized Experience (IPE) 5G-Advanced solution, leverages 3rd Generation Partnership Project (3GPP) 5G Network Functions, such as the Network Data Analytics Function (NWDAF) and AI-enhanced User Plane Function (UPF). These advanced capabilities allow the network to monitor key metrics--including bandwidth, delay, and jitter--and optimize them in real-time using machine learning and AI. The result is an uninterrupted, high-quality gaming experience that adapts dynamically to user needs and network conditions - offering world-class connectivity needed to meet the increasing demand of the gaming industry market in the region and around the world.お知らせ • Jan 13Saudi Telecom Company to Report Q4, 2024 Results on Feb 26, 2025Saudi Telecom Company announced that they will report Q4, 2024 results on Feb 26, 2025お知らせ • Nov 27Saudi Telecom Company to Report Fiscal Year 2024 Results on Feb 20, 2025Saudi Telecom Company announced that they will report fiscal year 2024 results on Feb 20, 2025Reported Earnings • Nov 06Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: ر.س0.93 (down from ر.س0.98 in 3Q 2023). Revenue: ر.س18.6b (up 3.0% from 3Q 2023). Net income: ر.س4.64b (down 5.3% from 3Q 2023). Profit margin: 25% (down from 27% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 29%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Telecom industry in Asia. 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 3% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Oct 03Now 21% undervaluedOver the last 90 days, the stock has risen 13% to ر.س42.70. The fair value is estimated to be ر.س53.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years. Earnings per share has grown by 7.9%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 4.9% per annum over the same time period.Reported Earnings • Jul 28Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: ر.س0.66 (up from ر.س0.61 in 2Q 2023). Revenue: ر.س19.2b (up 4.5% from 2Q 2023). Net income: ر.س3.30b (up 9.8% from 2Q 2023). Profit margin: 17% (in line with 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 25%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Telecom industry in Asia. 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.Declared Dividend • Jul 25Dividend of ر.س0.40 announcedShareholders will receive a dividend of ر.س0.40. Ex-date: 29th July 2024 Payment date: 15th August 2024 Dividend yield will be 6.6%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (76% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 9.9% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 25Saudi Telecom Company to Report Q3, 2024 Results on Oct 30, 2024Saudi Telecom Company announced that they will report Q3, 2024 results on Oct 30, 2024Reported Earnings • May 18First quarter 2024 earnings released: EPS: ر.س0.66 (vs ر.س0.62 in 1Q 2023)First quarter 2024 results: EPS: ر.س0.66 (up from ر.س0.62 in 1Q 2023). Revenue: ر.س19.1b (up 5.1% from 1Q 2023). Net income: ر.س3.29b (up 5.7% from 1Q 2023). Profit margin: 17% (in line with 1Q 2023). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Telecom industry in Asia. 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 8% per year, which means it is significantly lagging earnings.Declared Dividend • May 10Dividend of ر.س0.40 announcedShareholders will receive a dividend of ر.س0.40. Ex-date: 22nd May 2024 Payment date: 10th June 2024 Dividend yield will be 6.8%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (62% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 10+ 1 more updateSaudi Telecom Company to Report Q2, 2024 Results on Jul 24, 2024Saudi Telecom Company announced that they will report Q2, 2024 results on Jul 24, 2024お知らせ • Apr 27Saudi Telecom Company to Report Q1, 2024 Results on May 08, 2024Saudi Telecom Company announced that they will report Q1, 2024 results on May 08, 2024お知らせ • Apr 05+ 1 more updateSaudi Telecom Company Proposes Special Cash Dividends for the Year 2023Ordinary General Assembly meeting of Saudi Telecom Company will be held on April 25, 2024, the Board of Directors recommendation for the special one-time dividends distributions for the year 2023, of SAR (1) per share which represents 10% of the share's par value with a total amount of SAR 4,984.50 million, the eligibility of special dividends will be for the shareholders at the close of trading on the day of Company's general assembly and as per the registered shareholders in Company's shareholders registry in the Depository Center at the end of the 2nd trading day following the day of Company's general assembly, thus the total dividends distributed.Reported Earnings • Mar 04Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: ر.س2.67 (up from ر.س2.44 in FY 2022). Revenue: ر.س72.3b (up 7.3% from FY 2022). Net income: ر.س13.3b (up 9.2% from FY 2022). Profit margin: 18% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.4%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Telecom industry in Asia. 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 4% per year, which means it is significantly lagging earnings.お知らせ • Feb 21Saudi Telecom Company Recommends Special Cash Dividends for the Year 2023Saudi Telecom Company announced that the Board of Directors has recommended to distribute a special cash dividend of SAR 1 for the year 2023 to the shareholders, and it will be presented to the General Assembly at its next meeting for voting. The eligibility of special cash dividends shall be for the shareholders registered at the end of 2nd trading day after the day of the General Assembly Meeting, which will be announced later. The Total amount distributed of SAR 4,984.50 Million.お知らせ • Feb 20+ 1 more updateSaudi Telecom Company Announces the Interim Dividends for the Fourth Quarter of 2023, Payable on March 14, 2024Saudi Telecom Company announced interim dividend for the fourth quarter of 2023 of SAR 0.40, Payable on March 14, 2024. The eligibility of dividends will be for the shareholders at the close of trading on February 25, 2024 and as per the registered shareholders in company's shareholders registry in the Depository Center at the end of the 2nd trading day following the eligibility date.お知らせ • Nov 24Saudi Telecom Company to Report Fiscal Year 2023 Results on Feb 20, 2024Saudi Telecom Company announced that they will report fiscal year 2023 results on Feb 20, 2024Reported Earnings • Nov 07Third quarter 2023 earnings released: EPS: ر.س0.98 (vs ر.س0.71 in 3Q 2022)Third quarter 2023 results: EPS: ر.س0.98 (up from ر.س0.71 in 3Q 2022). Revenue: ر.س18.1b (up 9.9% from 3Q 2022). Net income: ر.س4.90b (up 39% from 3Q 2022). Profit margin: 27% (up from 22% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Telecom industry in Asia. 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 3% per year, which means it is significantly lagging earnings.Buying Opportunity • Sep 14Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be ر.س48.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 5.1%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings is also forecast to grow by 9.5% per annum over the same time period.お知らせ • Sep 07Saudi Telecom Company (SASE:7010) acquired a 9.9% stake in Telefónica, S.A. (BME : TEF) for SAR 8.5 billion.Saudi Telecom Company (SASE:7010) acquired a 9.9% stake in Telefónica, S.A. (BME : TEF) for SAR 8.5 billion on September 5, 2023. The investment has been conducted, according to STC Group, through the acquisition of shares representing 4.9% of the share capital of Telefónica and through financial instruments that provides an economic exposure over other 5% of the share capital of the Company. Saudi Telecom Company (SASE:7010) completed the acquisition of a 9.9% stake in Telefónica, S.A. (BME : TEF) on September 5, 2023.Reported Earnings • Aug 04Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: ر.س0.60 (up from ر.س0.57 in 2Q 2022). Revenue: ر.س18.3b (up 8.2% from 2Q 2022). Net income: ر.س3.01b (up 6.0% from 2Q 2022). Profit margin: 16% (in line with 2Q 2022). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) missed analyst estimates by 8.1%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 2% per year.お知らせ • Jul 31Saudi Telecom Company to Report Q3, 2023 Results on Oct 30, 2023Saudi Telecom Company announced that they will report Q3, 2023 results on Oct 30, 2023お知らせ • Jun 22Saudi Telecom Company to Report Q2, 2023 Results on Jul 31, 2023Saudi Telecom Company announced that they will report Q2, 2023 results on Jul 31, 2023Buying Opportunity • Jun 22Now 20% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be ر.س54.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has grown by 4.6%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings is also forecast to grow by 6.5% per annum over the same time period.Buying Opportunity • May 23Now 21% undervaluedOver the last 90 days, the stock is up 26%. The fair value is estimated to be ر.س55.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has grown by 4.6%. Revenue is forecast to grow by 10.0% in 2 years. Earnings is forecast to grow by 14% in the next 2 years.Reported Earnings • May 18First quarter 2023 earnings released: EPS: ر.س0.62 (vs ر.س0.61 in 1Q 2022)First quarter 2023 results: EPS: ر.س0.62 (up from ر.س0.61 in 1Q 2022). Revenue: ر.س18.2b (up 7.4% from 1Q 2022). Net income: ر.س3.11b (up 2.4% from 1Q 2022). Profit margin: 17% (in line with 1Q 2022). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 4% per year.Upcoming Dividend • May 14Upcoming dividend of ر.س0.40 per share at 3.6% yieldEligible shareholders must have bought the stock before 21 May 2023. Payment date: 07 June 2023. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Saudi dividend payers (4.2%). In line with average of industry peers (3.9%).お知らせ • May 12Saudi Telecom Company, Annual General Meeting, May 11, 2023Saudi Telecom Company, Annual General Meeting, May 11, 2023, at 17:30 Coordinated Universal Time.お知らせ • Nov 23Saudi Telecom Company to Report Fiscal Year 2022 Results on Feb 20, 2023Saudi Telecom Company announced that they will report fiscal year 2022 results on Feb 20, 2023Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive & Non-Independent Vice Chairman Yazeed Al-Humied was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 31Third quarter 2022 earnings released: EPS: ر.س0.71 (vs ر.س0.59 in 3Q 2021)Third quarter 2022 results: EPS: ر.س0.71 (up from ر.س0.59 in 3Q 2021). Revenue: ر.س16.5b (up 4.7% from 3Q 2021). Net income: ر.س3.54b (up 21% from 3Q 2021). Profit margin: 22% (up from 19% in 3Q 2021). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 2% per year.お知らせ • Oct 28Saudi Telecom Company Announces Interim Dividend for the Third Quarter of 2022, Payable on November 22, 2022Saudi Telecom Company announced interim dividend for the third quarter of 2022 of SAR 0.40, Payable on November 22, 2022.Valuation Update With 7 Day Price Move • Aug 30Investor sentiment deteriorated over the past weekAfter last week's 59% share price decline to ر.س41.92, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 16x in the Telecom industry in Asia. Total loss to shareholders of 53% over the past three years.収支内訳Saudi Telecom 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:7010 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 2678,54814,92912,926031 Dec 2577,81914,88212,688030 Sep 2577,35311,86112,589030 Jun 2576,68712,01113,157031 Mar 2576,19511,30112,835031 Dec 2475,89310,71512,706030 Sep 2473,75312,54312,077030 Jun 2473,18912,99811,698031 Mar 2472,50612,49111,675031 Dec 2371,77712,53611,717030 Sep 2371,86413,18511,991030 Jun 2370,13712,01311,728031 Mar 2368,69212,24411,650031 Dec 2267,43212,17111,611030 Sep 2265,73512,02710,944030 Jun 2265,16311,41010,740031 Mar 2264,23211,39410,496031 Dec 2163,00811,31110,361030 Sep 2162,54611,29010,095030 Jun 2161,69311,13110,515031 Mar 2160,71411,03410,789031 Dec 2058,95310,99510,939030 Sep 2057,00110,72311,220030 Jun 2056,23310,70410,720031 Mar 2054,91710,82810,273031 Dec 1954,36810,6659,925030 Sep 1954,31811,4509,774030 Jun 1953,52411,3469,813031 Mar 1953,00010,9429,638031 Dec 1851,96310,7809,528030 Sep 1851,22310,2298,943030 Jun 1850,52510,1568,877031 Mar 1850,48610,0689,106031 Dec 1750,66110,0169,072030 Sep 1750,1939,54410,459030 Jun 1751,5979,19110,529031 Mar 1751,9699,03710,525031 Dec 1652,6748,89910,409030 Sep 1653,7288,69011,016030 Jun 1652,5978,79510,806031 Mar 1651,4069,15110,365031 Dec 1550,6519,25810,368030 Sep 1549,1569,7789,285030 Jun 1548,01610,8278,7760質の高い収益: 7010は 高品質の収益 を持っています。利益率の向上: 7010の現在の純利益率 (19%)は、昨年(14.8%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 7010の収益は過去 5 年間で年間3.6%増加しました。成長の加速: 7010の過去 1 年間の収益成長率 ( 32.1% ) は、5 年間の平均 ( 年間3.6%を上回っています。収益対業界: 7010の過去 1 年間の収益成長率 ( 32.1% ) はTelecom業界11.5%を上回りました。株主資本利益率高いROE: 7010の 自己資本利益率 ( 17.4% ) 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7D1Y7D1Y7D1YTelecom 、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2026/06/14 16:22終値2026/06/14 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Saudi Telecom Company 14 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。23 アナリスト機関Jassim Al-JubranAljazira Capital CompanyMyriam ChaabouniAlphaMenaKais KriaaAlphaMena20 その他のアナリストを表示
お知らせ • Jun 11+ 1 more updateSaudi Telecom Company to Report Fiscal Year 2026 Results on Feb 21, 2027Saudi Telecom Company announced that they will report fiscal year 2026 results on Feb 21, 2027
お知らせ • May 23Saudi Telecom Company to Report Q3, 2026 Results on Oct 28, 2026Saudi Telecom Company announced that they will report Q3, 2026 results on Oct 28, 2026
お知らせ • May 21Saudi Telecom Company to Report Q2, 2026 Results on Jul 29, 2026Saudi Telecom Company announced that they will report Q2, 2026 results on Jul 29, 2026
Reported Earnings • Apr 29First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: ر.س0.74 (up from ر.س0.73 in 1Q 2025). Revenue: ر.س19.9b (up 3.8% from 1Q 2025). Net income: ر.س3.70b (up 1.3% from 1Q 2025). Profit margin: 19% (in line with 1Q 2025). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 1% per year.
お知らせ • Mar 13Saudi Telecom Company to Report Q1, 2026 Results on Apr 28, 2026Saudi Telecom Company announced that they will report Q1, 2026 results on Apr 28, 2026
Reported Earnings • Feb 20Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ر.س2.97 (up from ر.س2.15 in FY 2024). Revenue: ر.س77.8b (up 2.5% from FY 2024). Net income: ر.س14.8b (up 38% from FY 2024). Profit margin: 19% (up from 14% in FY 2024). The increase in margin was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.1%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 7% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 13stc group and Huawei Launch Green Telco Cloud, Accelerating the Future of Sustainable Telecom in the Regionstc group announced the successful deployment of its Green Telco Cloud, a new cloud-based platform designed to deliver telecom services using fewer physical resources and significantly less energy. Developed in collaboration with Huawei, the platform brings together computing, storage, and networking into one integrated environment built for long-term efficiency and digital scalability. Built on Huawei's cloud-native architecture, the Green Telco Cloud integrates energy-efficient servers equipped with dynamic power management and adaptive Central Processing Unit (CPU) frequency scaling into a unified, automated and converged infrastructure. The platform is managed through a centralized dashboard that provides full-stack telemetry, carbon impact analytics, and automated shutdown of idle resources. By consolidating network functions within a single intelligent platform, stc group delivers faster, greener, and more efficient services while reducing energy consumption, lowering emissions, and enabling next-generation technologies such as 5G-A. The Green Telco Cloud runs on three layers. The hardware foundation uses compact, energy-aware servers that adjust power use based on traffic demand. The platform software enables service flexibility across both traditional systems and container-based environments. A centralized operations layer oversees performance, tracks environmental data, and powers down idle equipment when not in use. stc group and Huawei validated the platform through joint lab trials using Huawei's latest Green technologies, including power-efficient chipsets and intelligent controls. The system achieved up to 20 percent less energy consumption and a 40 percent reduction in physical infrastructure, with measurable improvements in operational simplicity. This deployment is part of stc group's broader efforts to build digital infrastructure that grows responsibly while delivering faster, smarter, and more energy-efficient services. As Saudi Arabia advances its digital transformation goals, this initiative reinforces stc group's leadership in shaping telecom systems where innovation and sustainability move forward together.
お知らせ • Jun 11+ 1 more updateSaudi Telecom Company to Report Fiscal Year 2026 Results on Feb 21, 2027Saudi Telecom Company announced that they will report fiscal year 2026 results on Feb 21, 2027
お知らせ • May 23Saudi Telecom Company to Report Q3, 2026 Results on Oct 28, 2026Saudi Telecom Company announced that they will report Q3, 2026 results on Oct 28, 2026
お知らせ • May 21Saudi Telecom Company to Report Q2, 2026 Results on Jul 29, 2026Saudi Telecom Company announced that they will report Q2, 2026 results on Jul 29, 2026
分析記事 • May 08Saudi Telecom Company Just Beat EPS By 14%: Here's What Analysts Think Will Happen NextLast week saw the newest quarterly earnings release from Saudi Telecom Company ( TADAWUL:7010 ), an important milestone...
Declared Dividend • Apr 30Dividend of ر.س0.55 announcedShareholders will receive a dividend of ر.س0.55. Ex-date: 3rd May 2026 Payment date: 20th May 2026 Dividend yield will be 5.0%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is covered by earnings (55% earnings payout ratio) but not covered by cash flows (111% cash payout ratio). The dividend has increased by an average of 3.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 8.5% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 29First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: ر.س0.74 (up from ر.س0.73 in 1Q 2025). Revenue: ر.س19.9b (up 3.8% from 1Q 2025). Net income: ر.س3.70b (up 1.3% from 1Q 2025). Profit margin: 19% (in line with 1Q 2025). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 1% per year.
お知らせ • Apr 29Saudi Telecom Company announces Quarterly dividend, payable on May 20, 2026Saudi Telecom Company announced Quarterly dividend of SAR 0.5500 per share payable on May 20, 2026, ex-date on May 03, 2026 and record date on May 04, 2026.
お知らせ • Apr 06Saudi Telecom Company, Annual General Meeting, May 06, 2026Saudi Telecom Company, Annual General Meeting, May 06, 2026, at 19:00 Arab Standard Time. Location: riyadh Saudi Arabia
お知らせ • Mar 13Saudi Telecom Company to Report Q1, 2026 Results on Apr 28, 2026Saudi Telecom Company announced that they will report Q1, 2026 results on Apr 28, 2026
Buy Or Sell Opportunity • Mar 04Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at ر.س42.44. The fair value is estimated to be ر.س35.00, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 3.5% per annum over the same time period.
Reported Earnings • Feb 20Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ر.س2.97 (up from ر.س2.15 in FY 2024). Revenue: ر.س77.8b (up 2.5% from FY 2024). Net income: ر.س14.8b (up 38% from FY 2024). Profit margin: 19% (up from 14% in FY 2024). The increase in margin was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.1%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 7% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Feb 19Dividend of ر.س0.55 announcedDividend of ر.س0.55 is the same as last year. Ex-date: 24th February 2026 Payment date: 12th March 2026 Dividend yield will be 9.7%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is not adequately covered by earnings (92% earnings payout ratio) nor is it covered by cash flows (242% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 2.7% to bring the payout ratio under control. EPS is expected to grow by 19% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Feb 18Saudi Telecom Company announces Quarterly dividend, payable on March 12, 2026Saudi Telecom Company announced Quarterly dividend of SAR 0.5500 per share payable on March 12, 2026, ex-date on February 24, 2026 and record date on February 25, 2026.
Buy Or Sell Opportunity • Jan 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.6% to ر.س42.06. The fair value is estimated to be ر.س52.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings are also forecast to grow by 6.8% per annum over the same time period.
Buy Or Sell Opportunity • Dec 18Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at ر.س42.06. The fair value is estimated to be ر.س52.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 7.1% per annum over the same time period.
分析記事 • Dec 09Investor Optimism Abounds Saudi Telecom Company (TADAWUL:7010) But Growth Is LackingThere wouldn't be many who think Saudi Telecom Company's ( TADAWUL:7010 ) price-to-earnings (or "P/E") ratio of 17.7x...
お知らせ • Nov 27Saudi Telecom Company to Report Fiscal Year 2025 Results on Feb 23, 2026Saudi Telecom Company announced that they will report fiscal year 2025 results on Feb 23, 2026
分析記事 • Nov 13There May Be Reason For Hope In Saudi Telecom's (TADAWUL:7010) Disappointing EarningsThe market for Saudi Telecom Company's ( TADAWUL:7010 ) shares didn't move much after it posted weak earnings recently...
Reported Earnings • Nov 06Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: ر.س0.82 (down from ر.س0.85 in 3Q 2024). Revenue: ر.س19.3b (up 3.3% from 3Q 2024). Net income: ر.س4.11b (down 3.5% from 3Q 2024). Profit margin: 21% (down from 23% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 27%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Declared Dividend • Nov 05Dividend of ر.س0.55 announcedShareholders will receive a dividend of ر.س0.55. Ex-date: 9th November 2025 Payment date: 26th November 2025 Dividend yield will be 9.4%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is covered by earnings (85% earnings payout ratio) but not covered by cash flows (354% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 04Saudi Telecom Company announces Quarterly dividend, payable on November 26, 2025Saudi Telecom Company announced Quarterly dividend of SAR 0.5500 per share payable on November 26, 2025, ex-date on November 09, 2025 and record date on November 10, 2025.
お知らせ • Sep 04Saudi Telecom Company to Report Q3, 2025 Results on Oct 30, 2025Saudi Telecom Company announced that they will report Q3, 2025 results on Oct 30, 2025
分析記事 • Aug 25Saudi Telecom's (TADAWUL:7010) Returns Have Hit A WallIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Reported Earnings • Aug 03Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: EPS: ر.س0.77 (up from ر.س0.62 in 2Q 2024). Revenue: ر.س19.5b (up 2.6% from 2Q 2024). Net income: ر.س3.82b (up 23% from 2Q 2024). Profit margin: 20% (up from 16% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 22%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 1% per year.
分析記事 • Jul 30Investors Appear Satisfied With Saudi Telecom Company's (TADAWUL:7010) ProspectsThere wouldn't be many who think Saudi Telecom Company's ( TADAWUL:7010 ) price-to-earnings (or "P/E") ratio of 18.6x...
お知らせ • Jul 29Saudi Telecom Company announces Quarterly dividend, payable on August 19, 2025Saudi Telecom Company announced Quarterly dividend of SAR 0.5500 per share payable on August 19, 2025, ex-date on July 31, 2025 and record date on August 03, 2025.
Upcoming Dividend • May 08Upcoming dividend of ر.س2.00 per shareEligible shareholders must have bought the stock before 14 May 2025. Payment date: 02 June 2025. Payout ratio is on the higher end at 85%, and the cash payout ratio is above 100%. Trailing yield: 9.2%. Within top quartile of Saudi dividend payers (5.3%). Higher than average of industry peers (5.0%).
Reported Earnings • Apr 30First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: ر.س0.73 (up from ر.س0.66 in 1Q 2024). Revenue: ر.س19.2b (flat on 1Q 2024). Net income: ر.س3.65b (up 11% from 1Q 2024). Profit margin: 19% (up from 17% in 1Q 2024). Revenue missed analyst estimates by 4.1%. Earnings per share (EPS) exceeded analyst estimates by 5.1%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 1% per year and the company’s share price has also increased by 1% per year.
Major Estimate Revision • Apr 28Consensus EPS estimates increase by 54%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from ر.س2.91 to ر.س4.48. Revenue forecast steady at ر.س80.0b. Net income forecast to grow 109% next year vs 14% growth forecast for Telecom industry in Saudi Arabia. Consensus price target broadly unchanged at ر.س46.21. Share price rose 3.4% to ر.س48.00 over the past week.
お知らせ • Apr 28Saudi Telecom Company to Report Q2, 2025 Results on Jul 27, 2025Saudi Telecom Company announced that they will report Q2, 2025 results at 10:00 AM, Arabian Standard Time on Jul 27, 2025
Declared Dividend • Apr 24Dividend of ر.س2.00 announcedShareholders will receive a dividend of ر.س2.00. Ex-date: 14th May 2025 Payment date: 2nd June 2025 Dividend yield will be 7.0%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is covered by earnings (81% earnings payout ratio) but not covered by cash flows (258% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 23+ 1 more updateSaudi Telecom Company, Annual General Meeting, May 13, 2025Saudi Telecom Company, Annual General Meeting, May 13, 2025, at 19:30 Arab Standard Time. Location: riyadh Saudi Arabia
お知らせ • Mar 25Saudi Telecom Company to Report Q1, 2025 Results on Apr 27, 2025Saudi Telecom Company announced that they will report Q1, 2025 results at 10:00 AM, Arabian Standard Time on Apr 27, 2025
Major Estimate Revision • Mar 13Consensus EPS estimates fall by 34%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ر.س4.48 to ر.س2.96 per share. Revenue forecast steady at ر.س80.1b. Net income forecast to grow 40% next year vs 12% growth forecast for Telecom industry in Saudi Arabia. Consensus price target broadly unchanged at ر.س45.01. Share price was steady at ر.س43.75 over the past week.
お知らせ • Mar 11Juniper Networks Boosts Saudi Telecom Company's 5G Security Deployment with the Power of AutomationSaudi Telecom Company and Juniper Networks announced that the two companies have worked together to further enhance the service provider's 5G-ready network security gateway (SGi) infrastructure with new automation features within its existing Juniper SRX next-generation firewall deployment. These new capabilities elevate user experiences, increase capacity and lower costs while maintaining the higher security efficacy and sustainability commitments. stc has fully embraced Juniper's AI-Native Security approach, which is an integral part of the Juniper AI-Native Networking Platform. By building end-to-end next-generation security rather than as an overlay, stc leverages better insight, automation and actions to protect users, applications and infrastructure. This creates a fully threat-aware, high-performance environment for stc's customers while keeping attackers at bay. The Automated Express Path+ software feature from Juniper has been activated in stc's Juniper Networks®? SRX 5800 Firewalls without the necessity for investing in new hardware. The new software automates the identification and accelerated flow of data. The upgraded security deployment can now process data efficiently up to 48% faster than before. stc's automation upgrade has enabled the company to gain significant CapEx and OpEx savings by streamlining the infrastructure's overall efficiency. For example, the power consumption required to run the SRX gateways is reduced by up to 30%, concurrently supporting sustainability by allowing the deployment of more potent systems within a compact footprint. As a result, there is a substantial reduction in the cost per gigabit processed. Customers using stc's wide range of business and consumer services will benefit from optimized performance and security rigor as a result of the automation. For example, network latency (which can cause 'jitter' that inhibits the quality of digital content) will be reduced by up to 600%, while the most stringent security policies are consistently and intelligently applied to data traffic at scale.
Reported Earnings • Mar 09Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: ر.س2.15 (down from ر.س2.52 in FY 2023). Revenue: ر.س75.9b (up 5.7% from FY 2023). Net income: ر.س10.7b (down 14% from FY 2023). Profit margin: 14% (down from 18% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 78%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has remained flat.
New Risk • Mar 08New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 104% Dividend yield: 9.4% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 18% per year for the foreseeable future. Minor Risk Dividend is not well covered by cash flows (104% cash payout ratio).
Declared Dividend • Feb 28Dividend of ر.س0.55 announcedShareholders will receive a dividend of ر.س0.55. Ex-date: 6th March 2025 Payment date: 24th March 2025 Dividend yield will be 6.1%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is covered by both earnings (35% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 6.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 49% over the next 3 years. However, it would need to fall by 61% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Feb 27Saudi Telecom Company announces Quarterly dividend, payable on March 24, 2025Saudi Telecom Company announced Quarterly dividend of SAR 0.5500 per share payable on March 24, 2025, ex-date on March 06, 2025 and record date on March 09, 2025.
新しいナラティブ • Feb 24Saudi Telecom set to evolve into a digital powerhouse with strong government backingSTC is already investing heavily in 5G infrastructure. By 2030, we could see them leading in 6G research or other next-gen technologies.
お知らせ • Feb 14stc Group and Huawei Launch the Middle East's First Software Focused on Optimizing 5G Networks for Gamingstc Group and Huawei have successfully piloted the region's first 5G network software that uses AI to optimize connectivity for gaming and esports industries. The solution, technically known as an Intelligent Personalized Experience (IPE) 5G-Advanced solution, leverages 3rd Generation Partnership Project (3GPP) 5G Network Functions, such as the Network Data Analytics Function (NWDAF) and AI-enhanced User Plane Function (UPF). These advanced capabilities allow the network to monitor key metrics--including bandwidth, delay, and jitter--and optimize them in real-time using machine learning and AI. The result is an uninterrupted, high-quality gaming experience that adapts dynamically to user needs and network conditions - offering world-class connectivity needed to meet the increasing demand of the gaming industry market in the region and around the world.
お知らせ • Jan 13Saudi Telecom Company to Report Q4, 2024 Results on Feb 26, 2025Saudi Telecom Company announced that they will report Q4, 2024 results on Feb 26, 2025
お知らせ • Nov 27Saudi Telecom Company to Report Fiscal Year 2024 Results on Feb 20, 2025Saudi Telecom Company announced that they will report fiscal year 2024 results on Feb 20, 2025
Reported Earnings • Nov 06Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: ر.س0.93 (down from ر.س0.98 in 3Q 2023). Revenue: ر.س18.6b (up 3.0% from 3Q 2023). Net income: ر.س4.64b (down 5.3% from 3Q 2023). Profit margin: 25% (down from 27% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 29%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Telecom industry in Asia. 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 3% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Oct 03Now 21% undervaluedOver the last 90 days, the stock has risen 13% to ر.س42.70. The fair value is estimated to be ر.س53.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years. Earnings per share has grown by 7.9%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 4.9% per annum over the same time period.
Reported Earnings • Jul 28Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: ر.س0.66 (up from ر.س0.61 in 2Q 2023). Revenue: ر.س19.2b (up 4.5% from 2Q 2023). Net income: ر.س3.30b (up 9.8% from 2Q 2023). Profit margin: 17% (in line with 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 25%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Telecom industry in Asia. 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.
Declared Dividend • Jul 25Dividend of ر.س0.40 announcedShareholders will receive a dividend of ر.س0.40. Ex-date: 29th July 2024 Payment date: 15th August 2024 Dividend yield will be 6.6%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (76% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 9.9% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 25Saudi Telecom Company to Report Q3, 2024 Results on Oct 30, 2024Saudi Telecom Company announced that they will report Q3, 2024 results on Oct 30, 2024
Reported Earnings • May 18First quarter 2024 earnings released: EPS: ر.س0.66 (vs ر.س0.62 in 1Q 2023)First quarter 2024 results: EPS: ر.س0.66 (up from ر.س0.62 in 1Q 2023). Revenue: ر.س19.1b (up 5.1% from 1Q 2023). Net income: ر.س3.29b (up 5.7% from 1Q 2023). Profit margin: 17% (in line with 1Q 2023). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Telecom industry in Asia. 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 8% per year, which means it is significantly lagging earnings.
Declared Dividend • May 10Dividend of ر.س0.40 announcedShareholders will receive a dividend of ر.س0.40. Ex-date: 22nd May 2024 Payment date: 10th June 2024 Dividend yield will be 6.8%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (62% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 10+ 1 more updateSaudi Telecom Company to Report Q2, 2024 Results on Jul 24, 2024Saudi Telecom Company announced that they will report Q2, 2024 results on Jul 24, 2024
お知らせ • Apr 27Saudi Telecom Company to Report Q1, 2024 Results on May 08, 2024Saudi Telecom Company announced that they will report Q1, 2024 results on May 08, 2024
お知らせ • Apr 05+ 1 more updateSaudi Telecom Company Proposes Special Cash Dividends for the Year 2023Ordinary General Assembly meeting of Saudi Telecom Company will be held on April 25, 2024, the Board of Directors recommendation for the special one-time dividends distributions for the year 2023, of SAR (1) per share which represents 10% of the share's par value with a total amount of SAR 4,984.50 million, the eligibility of special dividends will be for the shareholders at the close of trading on the day of Company's general assembly and as per the registered shareholders in Company's shareholders registry in the Depository Center at the end of the 2nd trading day following the day of Company's general assembly, thus the total dividends distributed.
Reported Earnings • Mar 04Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: ر.س2.67 (up from ر.س2.44 in FY 2022). Revenue: ر.س72.3b (up 7.3% from FY 2022). Net income: ر.س13.3b (up 9.2% from FY 2022). Profit margin: 18% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.4%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Telecom industry in Asia. 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 4% per year, which means it is significantly lagging earnings.
お知らせ • Feb 21Saudi Telecom Company Recommends Special Cash Dividends for the Year 2023Saudi Telecom Company announced that the Board of Directors has recommended to distribute a special cash dividend of SAR 1 for the year 2023 to the shareholders, and it will be presented to the General Assembly at its next meeting for voting. The eligibility of special cash dividends shall be for the shareholders registered at the end of 2nd trading day after the day of the General Assembly Meeting, which will be announced later. The Total amount distributed of SAR 4,984.50 Million.
お知らせ • Feb 20+ 1 more updateSaudi Telecom Company Announces the Interim Dividends for the Fourth Quarter of 2023, Payable on March 14, 2024Saudi Telecom Company announced interim dividend for the fourth quarter of 2023 of SAR 0.40, Payable on March 14, 2024. The eligibility of dividends will be for the shareholders at the close of trading on February 25, 2024 and as per the registered shareholders in company's shareholders registry in the Depository Center at the end of the 2nd trading day following the eligibility date.
お知らせ • Nov 24Saudi Telecom Company to Report Fiscal Year 2023 Results on Feb 20, 2024Saudi Telecom Company announced that they will report fiscal year 2023 results on Feb 20, 2024
Reported Earnings • Nov 07Third quarter 2023 earnings released: EPS: ر.س0.98 (vs ر.س0.71 in 3Q 2022)Third quarter 2023 results: EPS: ر.س0.98 (up from ر.س0.71 in 3Q 2022). Revenue: ر.س18.1b (up 9.9% from 3Q 2022). Net income: ر.س4.90b (up 39% from 3Q 2022). Profit margin: 27% (up from 22% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Telecom industry in Asia. 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 3% per year, which means it is significantly lagging earnings.
Buying Opportunity • Sep 14Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be ر.س48.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 5.1%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings is also forecast to grow by 9.5% per annum over the same time period.
お知らせ • Sep 07Saudi Telecom Company (SASE:7010) acquired a 9.9% stake in Telefónica, S.A. (BME : TEF) for SAR 8.5 billion.Saudi Telecom Company (SASE:7010) acquired a 9.9% stake in Telefónica, S.A. (BME : TEF) for SAR 8.5 billion on September 5, 2023. The investment has been conducted, according to STC Group, through the acquisition of shares representing 4.9% of the share capital of Telefónica and through financial instruments that provides an economic exposure over other 5% of the share capital of the Company. Saudi Telecom Company (SASE:7010) completed the acquisition of a 9.9% stake in Telefónica, S.A. (BME : TEF) on September 5, 2023.
Reported Earnings • Aug 04Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: ر.س0.60 (up from ر.س0.57 in 2Q 2022). Revenue: ر.س18.3b (up 8.2% from 2Q 2022). Net income: ر.س3.01b (up 6.0% from 2Q 2022). Profit margin: 16% (in line with 2Q 2022). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) missed analyst estimates by 8.1%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 2% per year.
お知らせ • Jul 31Saudi Telecom Company to Report Q3, 2023 Results on Oct 30, 2023Saudi Telecom Company announced that they will report Q3, 2023 results on Oct 30, 2023
お知らせ • Jun 22Saudi Telecom Company to Report Q2, 2023 Results on Jul 31, 2023Saudi Telecom Company announced that they will report Q2, 2023 results on Jul 31, 2023
Buying Opportunity • Jun 22Now 20% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be ر.س54.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has grown by 4.6%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings is also forecast to grow by 6.5% per annum over the same time period.
Buying Opportunity • May 23Now 21% undervaluedOver the last 90 days, the stock is up 26%. The fair value is estimated to be ر.س55.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has grown by 4.6%. Revenue is forecast to grow by 10.0% in 2 years. Earnings is forecast to grow by 14% in the next 2 years.
Reported Earnings • May 18First quarter 2023 earnings released: EPS: ر.س0.62 (vs ر.س0.61 in 1Q 2022)First quarter 2023 results: EPS: ر.س0.62 (up from ر.س0.61 in 1Q 2022). Revenue: ر.س18.2b (up 7.4% from 1Q 2022). Net income: ر.س3.11b (up 2.4% from 1Q 2022). Profit margin: 17% (in line with 1Q 2022). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 4% per year.
Upcoming Dividend • May 14Upcoming dividend of ر.س0.40 per share at 3.6% yieldEligible shareholders must have bought the stock before 21 May 2023. Payment date: 07 June 2023. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Saudi dividend payers (4.2%). In line with average of industry peers (3.9%).
お知らせ • May 12Saudi Telecom Company, Annual General Meeting, May 11, 2023Saudi Telecom Company, Annual General Meeting, May 11, 2023, at 17:30 Coordinated Universal Time.
お知らせ • Nov 23Saudi Telecom Company to Report Fiscal Year 2022 Results on Feb 20, 2023Saudi Telecom Company announced that they will report fiscal year 2022 results on Feb 20, 2023
Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive & Non-Independent Vice Chairman Yazeed Al-Humied was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 31Third quarter 2022 earnings released: EPS: ر.س0.71 (vs ر.س0.59 in 3Q 2021)Third quarter 2022 results: EPS: ر.س0.71 (up from ر.س0.59 in 3Q 2021). Revenue: ر.س16.5b (up 4.7% from 3Q 2021). Net income: ر.س3.54b (up 21% from 3Q 2021). Profit margin: 22% (up from 19% in 3Q 2021). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 2% per year.
お知らせ • Oct 28Saudi Telecom Company Announces Interim Dividend for the Third Quarter of 2022, Payable on November 22, 2022Saudi Telecom Company announced interim dividend for the third quarter of 2022 of SAR 0.40, Payable on November 22, 2022.
Valuation Update With 7 Day Price Move • Aug 30Investor sentiment deteriorated over the past weekAfter last week's 59% share price decline to ر.س41.92, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 16x in the Telecom industry in Asia. Total loss to shareholders of 53% over the past three years.