ACWA Power Company

SASE:2082 株式レポート

時価総額：ر.س135.5b

ACWA Power 将来の成長

Future 基準チェック /46

ACWA Power利益と収益がそれぞれ年間25.1%と17.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に11.9% 24.9%なると予測されています。

主要情報

25.1%

収益成長率

24.93%

EPS成長率

Renewable Energy 収益成長11.5%
収益成長率17.6%
将来の株主資本利益率11.95%
アナリストカバレッジ

Good

最終更新日20 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • Apr 30

2082: Higher Margin And P/E Assumptions Will Sustain Current Overvaluation

Analysts have kept their SAR100.00 price target for ACWA Power unchanged, citing a slightly higher discount rate and P/E assumptions together with updated revenue growth and margin expectations as key reasons for maintaining their view. What's in the News The Board plans to meet on March 12, 2026, to vote on appointing Yazeed bin Abdulrahman Al Humaid to fill a vacant Board seat through January 4, 2029, alongside other business items (Board Meeting).
ナラティブの更新 • Apr 16

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.
ナラティブの更新 • Apr 02

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.
ナラティブの更新 • Mar 18

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.
ナラティブの更新 • Mar 04

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.
ナラティブの更新 • Feb 18

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.
ナラティブの更新 • Feb 04

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).
分析記事 • Jan 31

Shareholders Should Be Pleased With ACWA Power Company's (TADAWUL:2082) Price

When you see that almost half of the companies in the Renewable Energy industry in Saudi Arabia have price-to-sales...
ナラティブの更新 • Jan 20

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.
ナラティブの更新 • Jan 05

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).
分析記事 • Dec 27

Capital Allocation Trends At ACWA Power (TADAWUL:2082) Aren't Ideal

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
ナラティブの更新 • Dec 14

2082: 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).
ナラティブの更新 • Nov 30

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.
ナラティブの更新 • Nov 16

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.
ナラティブの更新 • Nov 01

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.
ナラティブの更新 • Oct 18

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.
ナラティブの更新 • Oct 04

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.
ナラティブの更新 • Sep 19

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.
ナラティブの更新 • Sep 04

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.
分析記事 • Jul 22

Analysts' Revenue Estimates For ACWA Power Company (TADAWUL:2082) Are Surging Higher

Celebrations may be in order for ACWA Power Company ( TADAWUL:2082 ) shareholders, with the analysts delivering a...
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新しいナラティブ • Jul 06

Vision 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.
分析記事 • Jun 01

What You Can Learn From ACWA Power Company's (TADAWUL:2082) P/S

When close to half the companies in the Renewable Energy industry in Saudi Arabia have price-to-sales ratios (or "P/S...

業績と収益の成長予測

SASE:2082 - アナリストの将来予測と過去の財務データ ( )SAR Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202813,0264,1901,7086,4705
12/31/202710,7803,394-9925,2036
12/31/20268,4252,296-14,0644,0295
3/31/20267,4691,770-3014,107N/A
12/31/20257,4141,8521144,481N/A
9/30/20257,1101,782-1,4453,456N/A
6/30/20257,1981,739-9463,492N/A
3/31/20257,0131,887-7243,730N/A
12/31/20246,2971,757-8063,568N/A
9/30/20246,3711,8332503,073N/A
6/30/20246,1661,9022993,719N/A
3/31/20246,0151,693-2273,448N/A
12/31/20236,0951,669-3373,345N/A
9/30/20235,8541,514-8432,935N/A
6/30/20235,5741,458-4962,635N/A
3/31/20235,4561,4248273,019N/A
12/31/20225,2761,3231,3482,911N/A
9/30/20225,1801,2891,6503,028N/A
6/30/20225,1869461,4422,978N/A
3/31/20225,1448601,3532,855N/A
12/31/20215,2358231,1493,201N/A
9/30/20214,9544546082,536N/A
6/30/20215,0539943032,232N/A
3/31/20215,009898261,885N/A
12/31/20204,8298634181,875N/A
9/30/20204,9611,334-4521,809N/A
12/31/20194,115620N/A1,289N/A
12/31/20183,554737N/A1,571N/A
12/31/20173,783835N/A2,430N/A
12/31/20163,195875N/A497N/A

アナリストによる今後の成長予測

収入対貯蓄率: 2082の予測収益成長率 (年間25.1% ) は 貯蓄率 ( 15.1% ) を上回っています。

収益対市場: 2082の収益 ( 25.1% ) はSA市場 ( 6.5% ) よりも速いペースで成長すると予測されています。

高成長収益: 2082の収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: 2082の収益 ( 17.6% ) SA市場 ( 0.3% ) よりも速いペースで成長すると予測されています。

高い収益成長: 2082の収益 ( 17.6% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: 2082の 自己資本利益率 は、3年後には低くなると予測されています ( 11.9 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/21 15:17
終値2026/05/21 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 6 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。11

アナリスト機関
null nullAl Rajhi Capital
Soha SaniourArqaam Capital Research Offshore S.A.L.
Nikhil NiganiaBernstein