ACWA Power（2082）株式概要
ACWAパワー・カンパニーは、その子会社とともに、サウジアラビア王国、中東、アジア、アフリカにおいて、発電、海水淡水化、グリーン水素製造プラントの投資、開発、運営、メンテナンスを行っている。 詳細
2082 Community Fair Values
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Analyst Price Targets
ACWA Power Company 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | ر.س168.20 |
| 52週高値 | ر.س320.00 |
| 52週安値 | ر.س149.40 |
| ベータ | -0.073 |
| 1ヶ月の変化 | -3.00% |
| 3ヶ月変化 | -10.20% |
| 1年変化 | -46.43% |
| 3年間の変化 | 5.34% |
| 5年間の変化 | n/a |
| IPOからの変化 | 131.51% |
最新ニュース
2082: New Leadership And Large Gulf Projects Will Support Future Returns
Analysts have maintained their SAR245.00 price target for ACWA Power, noting only minor adjustments to assumptions on discount rate, revenue growth, profit margin, and future P/E that do not materially change their overall view. What's in the News Appointment of Dr. Samir J.2082: New Leadership And Major Projects Will Drive Future Earnings
Analysts have adjusted their price target on ACWA Power from SAR 280 to SAR 245, reflecting updated views on fair value, discount rate, revenue growth, profit margins, and future P/E assumptions. What's in the News Appointment of Dr. Samir J.Recent updates
2082: New Leadership And Large Gulf Projects Will Support Future Returns
Analysts have maintained their SAR245.00 price target for ACWA Power, noting only minor adjustments to assumptions on discount rate, revenue growth, profit margin, and future P/E that do not materially change their overall view. What's in the News Appointment of Dr. Samir J.2082: New Leadership And Major Projects Will Drive Future Earnings
Analysts have adjusted their price target on ACWA Power from SAR 280 to SAR 245, reflecting updated views on fair value, discount rate, revenue growth, profit margins, and future P/E assumptions. What's in the News Appointment of Dr. Samir J.
2082: Higher Margin Assumptions Will Eventually Undermine Current Overvaluation
Analysts have maintained their SAR 100.00 price target for ACWA Power, reflecting updated assumptions of slightly lower revenue growth and discount rate, a higher expected profit margin, and a modestly lower future P/E multiple. What's in the News The Board has appointed Dr. Samir J.2082: New Leadership And Long-Term Projects Will Support Stronger Future Earnings
Analysts have maintained their SAR 280.00 price target for ACWA Power, citing updated assumptions regarding slightly different discount rates, revenue growth, profit margins and future P/E ratios that continue to support the previous valuation level. What's in the News ACWA Power appointed Dr. Samir J.2082: Higher Discount Rate Will Outweigh New Long-Term Project Wins
Analysts have trimmed their fair value estimate for ACWA Power from SAR110.00 to SAR100.00 because higher assumed discount rates and a lower future P/E offset updated expectations for revenue growth and profit margins. What's in the News Signed an Energy Conversion and Water Purchase Agreement for the Az-Zour North Phase 2 & 3 IWPP in Kuwait, a CCGT plant with 2,700 MW power capacity and a seawater reverse osmosis facility targeting around 545,500 m³ per day, under a 25 year BOT structure with the Ministry of Electricity, Water and Renewable Energy (Client Announcements) ACWA Power holds an effective 24% share in the Az-Zour North Phase 2 & 3 project, with contracted revenues expected to be reflected at financial close (Client Announcements) Signed a Public Private Partnership Agreement for Azerbaijan’s first large scale Caspian Sea seawater reverse osmosis desalination plant, with a contract value of about US$400m (SAR 1.5b) and a 27.5 year term including construction, dated 26 December 2025 (Client Announcements) Completed financial close for five large scale PV solar plants in Saudi Arabia, with capacities of 2,000 MW, 2,000 MW, 3,000 MW, 3,000 MW and 2,000 MW and a combined financing amount of SAR 16.9b (about US$4.5b) to support development, construction and operation (Business Expansions) Scheduled a special or extraordinary shareholders meeting in Riyadh, Saudi Arabia, on 23 February 2026 at 21:30 Arab Standard Time (Special/Extraordinary Shareholders Meeting) Valuation Changes Fair Value: Trimmed from SAR110.00 to SAR100.00, a reduction of about 9% in the updated assessment.2082: Long-Term Projects And Stable Outlook Will Support Stronger Future Earnings
Analysts have kept their fair value estimate for ACWA Power steady at SAR 280.0, with only minor model tweaks to the discount rate, revenue growth, profit margin, and future P/E underpinning the unchanged price target. What's in the News ACWA Power plans a Special or Extraordinary Shareholders Meeting on February 23, 2026, at 21:30 Arab Standard Time in Riyadh, Saudi Arabia, giving investors a formal event to watch for potential updates on governance or capital decisions (Key Developments).Shareholders Should Be Pleased With ACWA Power Company's (TADAWUL:2082) Price
Jan 31
2082: Long Dated Projects And Partnerships Will Support Balanced Future Outlook
Analysts have kept their fair value estimate for ACWA Power steady at 191.83, with only minor tweaks to key model inputs such as discount rate, long term revenue growth, profit margin and future P/E. This suggests their updated price targets mainly reflect refined assumptions rather than a change in the core valuation view.2082: New Long Term Projects And Margins Will Support Upside Potential
Narrative Update Analysts have trimmed their fair value estimate for ACWA Power from SAR198.20 to about SAR191.83, as slightly softer revenue growth assumptions and a lower future P/E multiple more than offset a modestly higher projected profit margin and a marginally reduced discount rate. What's in the News ACWA Power signed a public private partnership agreement for Azerbaijan’s first large scale Caspian Sea reverse osmosis desalination plant, with a contract value of about US$400m (SAR 1.5b) and a 27.5 year term including construction, with the contract signed on December 26, 2025 (company announcement).Capital Allocation Trends At ACWA Power (TADAWUL:2082) Aren't Ideal
Dec 272082: Expanding Renewable Projects Will Drive Stronger Long-Term Earnings Potential
Analysts have modestly raised their price target on ACWA Power to SAR 280.00, citing slightly higher expectations for revenue growth and profit margins, along with a marginally lower future price to earnings multiple that together support a stable fair value outlook. What's in the News ACWA Power received an Initial Commercial Operation Certificate for an additional 1,000 MW at the ArRass2 PV IPP in Qassim, Saudi Arabia, bringing total project capacity to 2,000 MW, with financial impact expected in the fourth quarter of 2025 (company announcement).2082: New Renewable Projects And Strong Margins Will Balance Risks This Year
Narrative Update on ACWA Power Analysts have raised their price target for ACWA Power by SAR 1.00 to SAR 198.20, citing increasing profit margins, which offset slightly moderated revenue growth projections. What's in the News ACWA Power's ArRass2 PV IPP project in the Qassim Region, Saudi Arabia, has received an Initial Commercial Operation Certificate for an additional 1,000 MW.2082: Multiple New Projects Are Expected To Drive Steady Performance Ahead
Analysts have slightly reduced their price target for ACWA Power from SAR 197.4 to SAR 197.2, citing changes in projections for revenue growth and profitability. What's in the News ACWA Power received the Initial Commercial Operation Certificate for an additional 1,000 MW capacity at the ArRass2 PV IPP project in Qassim Region.2082: Lower Revenue Outlook Will Outweigh Benefits From Recent Partnerships
Analysts have updated their price target for ACWA Power, maintaining the fair value estimate at SAR197.40. Recent adjustments to projected revenue growth and profit margins have offset each other in their latest financial models.Global Renewables Will Advance Despite Construction And Debt Risks
Narrative Update: ACWA Power Analyst Price Target Analysts have maintained their fair value estimate for ACWA Power at SAR 197.40. There have only been minor adjustments to underlying discount rates and projected valuation metrics, reflecting continued confidence in the company's outlook despite modest refinements.Global Renewables Will Advance Despite Construction And Debt Risks
Analysts have raised their price target for ACWA Power from SAR 187.5 to SAR 197.4. They cite improved profit margin projections and a slight increase in future valuation multiples as the primary drivers behind the update. What's in the News ACWA Power received the second Commercial Operation Certificate for the SAAD 2 PV project in Riyadh, Saudi Arabia, reaching its full operating capacity of 1,125 MW.Global Renewables Will Advance Despite Construction And Debt Risks
The downward revision in ACWA Power’s price target reflects marginal declines in both forward P/E and revenue growth forecasts, with the consensus fair value now at SAR187.50. What's in the News SAAD 2 PV project in Riyadh reached full operating capacity of 1,125 MW, with ACWA Power holding a 50.1% stake; financial impact expected in H2 2025.Global Renewables Will Advance Despite Construction And Debt Risks
Due to a modest decline in ACWA Power’s Future P/E, indicating slightly improved earnings expectations, but with the discount rate unchanged, the consensus Analyst Price Target has remained steady at SAR196.43. What's in the News SAAD 2 PV project in Riyadh reached full operating capacity of 1,125 MW, with ACWA Power holding a 50.1% stake; financial impact expected in H2 2025.Analysts' Revenue Estimates For ACWA Power Company (TADAWUL:2082) Are Surging Higher
Jul 22Vision 2030 Initiatives Will Advance Despite Geopolitical And Execution Risks
Overly optimistic growth expectations may falter if project execution, financing costs, or shifting government priorities create headwinds to portfolio expansion and revenue visibility.What You Can Learn From ACWA Power Company's (TADAWUL:2082) P/S
Jun 01株主還元
| 2082 | SA Renewable Energy | SA 市場 | |
|---|---|---|---|
| 7D | -0.8% | 0.5% | 0.8% |
| 1Y | -46.4% | 12.1% | 3.6% |
業界別リターン: 2082過去 1 年間で12.1 % の収益を上げたSA Renewable Energy業界を下回りました。
リターン対市場: 2082は、過去 1 年間で3.6 % のリターンを上げたSA市場を下回りました。
価格変動
| 2082 volatility | |
|---|---|
| 2082 Average Weekly Movement | 4.7% |
| Renewable Energy Industry Average Movement | 6.2% |
| Market Average Movement | 5.0% |
| 10% most volatile stocks in SA Market | 7.8% |
| 10% least volatile stocks in SA Market | 2.9% |
安定した株価: 2082 、 SA市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: 2082の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2004 | n/a | Samir Serhan | www.acwapower.com |
ACWAパワー・カンパニーは、子会社とともに、サウジアラビア王国、中東、アジア、アフリカにおいて、発電、海水淡水化、グリーン水素製造プラントの投資、開発、運営、メンテナンスに従事している。火力・海水淡水化事業、再生可能エネルギー事業、その他事業を展開している。石油、石炭、ガスなどの化石燃料で発電を行っている。また、電力、海水淡水化水、グリーン水素やグリーンアンモニアの販売も行っている。さらに、発電所や海水淡水化プラントの設置、保守、運営、太陽光発電、集光型太陽光発電、風力発電、水素源を利用した再生可能エネルギーの発電、財務アドバイザリー、記帳・報告、税務コンプライアンス、関連サービス、再保険サービスの提供も行っている。同社は以前はInternational Company for Water and Power Projectsとして知られていたが、2022年1月にACWA Power Companyに社名を変更した。ACWAパワー・カンパニーは2004年に設立され、サウジアラビア王国のリヤドに本社を置いている。
ACWA Power Company 基礎のまとめ
| 2082 基礎統計学 | |
|---|---|
| 時価総額 | ر.س129.26b |
| 収益（TTM） | ر.س1.85b |
| 売上高(TTM) | ر.س7.41b |
69.6x
PER（株価収益率17.4x
P/Sレシオ2082 は割高か？
公正価値と評価分析を参照収益と収入
| 2082 損益計算書（TTM） | |
|---|---|
| 収益 | ر.س7.41b |
| 売上原価 | ر.س3.65b |
| 売上総利益 | ر.س3.76b |
| その他の費用 | ر.س1.91b |
| 収益 | ر.س1.85b |
直近の収益報告
Dec 31, 2025
次回決算日
May 10, 2026
| 一株当たり利益（EPS） | 2.42 |
| グロス・マージン | 50.70% |
| 純利益率 | 24.98% |
| 有利子負債／自己資本比率 | 100.1% |
2082 の長期的なパフォーマンスは？
過去の実績と比較を見る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 | 2026/04/30 03:09 |
| 終値 | 2026/04/30 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
ACWA Power Company 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9
| アナリスト | 機関 |
|---|---|
| null null | Al Rajhi Capital |
| Soha Saniour | Arqaam Capital Research Offshore S.A.L. |
| Nikhil Nigania | Bernstein |