The Siam Cement Public Company Limited

SET:SCC 株式レポート

時価総額：฿277.2b

Siam Cement 過去の業績

過去 基準チェック /36

Siam Cementの収益は年間平均-31.4%の割合で減少していますが、 Basic Materials業界の収益は年間 増加しています。収益は年間6.5% 0.2%割合で 減少しています。 Siam Cementの自己資本利益率は3.9%であり、純利益率は3.9%です。

主要情報

-31.37%

収益成長率

-31.37%

EPS成長率

Basic Materials 業界の成長5.57%
収益成長率-0.17%
株主資本利益率3.87%
ネット・マージン3.87%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

ナラティブの更新 • May 22

SCC: Higher Fair Value Will Offset Temporary Petrochemical Plant Shutdowns

Analysts have lifted their price target on Siam Cement to THB 290 from THB 270, reflecting updated assumptions that include a slightly higher revenue growth outlook, a modestly stronger profit margin, a marginally lower discount rate, and a higher future P/E multiple. What's in the News Siam Cement temporarily suspended operations at subsidiary Long Son Petrochemicals in Vietnam in or around mid May 2026, citing prolonged uncertainty around feedstock supply linked to the situation in the Middle East, after previously shutting the Rayong Olefins olefins plant in Thailand (company disclosure).
ナラティブの更新 • May 07

SCC: Temporary Petrochemical Suspension And Asset Sale Will Support Balanced Outlook

Analysts have slightly reduced their price target for Siam Cement from THB218.78 to THB217.78 to reflect updated assumptions on discount rates, revenue growth, profit margins and future P/E. What's in the News Operations at Long Son Petrochemicals Co. Ltd.
ナラティブの更新 • Apr 22

SCC: Upcoming THB 5 Dividend And 2026 AGM Timeline Will Support Upside Potential

Analysts have revised their price target for Siam Cement from THB351.12 to THB270.00, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News The board plans to meet on March 25, 2026 to approve the sale of all shares held by SCG Marketplace Holding Co., Ltd.
ナラティブの更新 • Apr 07

SCC: Planned Dividend And Asset Sale Will Pressure Stretched Share Price

Analysts have reduced their price target for Siam Cement slightly, from THB133 to THB132. This reflects updated assumptions that combine a lower revenue growth outlook with a modestly higher profit margin and a small adjustment to the assumed future P/E multiple.
ナラティブの更新 • Mar 23

SCC: Future Dividend Plans Will Pressure Already Stretched Share Price

Analysts have lifted their price target for Siam Cement from THB125 to THB133, citing updated assumptions that include higher revenue growth expectations, stronger profit margins and a lower future P/E multiple. What's in the News A board meeting is scheduled for January 28, 2026 to consider proposing the 2025 annual dividend payment at 5.00 Baht per share for shareholder approval at the next AGM (Board Meeting).
ナラティブの更新 • Mar 09

SCC: Upcoming THB 5 Dividend And AGM Timeline Will Support Upside Potential

Analysts have trimmed their price target on Siam Cement from THB363.58 to THB351.12 as they factor in a higher discount rate and slightly adjusted assumptions for revenue, profit margins and future P/E. What's in the News The board plans to propose a 2025 annual dividend of THB 5.00 per share for shareholder approval at the upcoming Annual General Meeting (Key Developments).
ナラティブの更新 • Feb 23

SCC: Upcoming Dividend And AGM Timeline Will Support Future Upside Potential

Siam Cement’s analyst price target has been adjusted slightly lower to THB363.58 from THB368.34. Analysts point to updated fair value assumptions, a small change in the discount rate, and refined estimates for revenue growth, profit margins and future P/E.
ナラティブの更新 • Feb 09

SCC: Upcoming Dividend Decision Will Support Future Upside Potential

Analysts have nudged their price target on Siam Cement slightly higher to ฿368.34 from ฿366.48, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E that together support a modestly stronger valuation case. What's in the News A board meeting on January 28, 2026 will consider proposing a 2025 annual dividend of ฿5.00 per share for shareholder approval at the next AGM (Key Developments).
ナラティブの更新 • Jan 25

SCC: Higher Discount Rate And Governance Review Will Pressure Future Returns

Narrative Update on Siam Cement The analyst price target for Siam Cement has been adjusted from ฿128.00 to ฿125.00, as analysts factor in updated assumptions for revenue growth, profit margins, discount rate, and future P/E levels. What's in the News A board meeting is scheduled for Oct 29, 2025 to consider appointing the audit committee and renewing its term, which can influence governance oversight and investor confidence (Key Developments).
ナラティブの更新 • Jan 10

SCC: Audit Committee Review And Modest Assumption Tweaks Will Support Balanced Outlook

Analysts have nudged their fair value estimate for Siam Cement slightly lower from ฿219.03 to ฿218.78 per share, reflecting modest tweaks to assumptions on the discount rate, revenue growth, profit margin and future P/E multiples. What's in the News Siam Cement has scheduled a Board Meeting for Oct 29, 2025, to review the composition of its audit committee and to consider appointments and term renewals (Key Developments).
ナラティブの更新 • Dec 27

SCC: Board Meeting Audit Review Will Support Future Upside Potential

Narrative Update on Siam Cement Analysts have maintained their price target for Siam Cement at THB 219.03, with only marginal adjustments to discount rate, revenue growth, and profit margin assumptions, reflecting a largely unchanged medium term outlook. What's in the News A board meeting is scheduled for October 29, 2025, to consider the appointment and renewal of audit committee members, signaling upcoming changes in key governance oversight roles (company filing).
ナラティブの更新 • Dec 13

SCC: Governance Focus At Upcoming Board Meeting Will Support Future Upside

Narrative Update on Siam Cement Analysts have modestly raised their price target on Siam Cement to 366.48 from 352.94, citing slightly stronger expectations for revenue growth and higher future valuation multiples. These factors are partly offset by a softer profit margin outlook and a higher perceived discount rate.
ナラティブの更新 • Nov 29

SCC: Board Meeting And Audit Committee Renewal Will Drive Future Momentum

Analysts have updated their price target for Siam Cement, maintaining it at 219.03 THB. They cited stable fair value estimates and minimal changes in key financial assumptions.
ナラティブの更新 • Nov 15

SCC: Future Board Meeting and Committee Moves Are Set to Drive Upside

Analysts have slightly raised their fair value estimate for Siam Cement from 218.23 THB to 219.03 THB, citing updated assessments of its future earnings and risk profile. What's in the News The Siam Cement Public Company Limited has scheduled a Board Meeting for October 29, 2025 (Key Developments).
ナラティブの更新 • Oct 31

SCC: Revenue Expansion and Margin Outlook Will Maintain Balanced Risk Profile

Narrative Update on Siam Cement: Analyst Price Target Revision Analysts have slightly lowered their fair value estimate for Siam Cement from 218.83 THB to 218.23 THB. This revision is due to adjustments in key financial projections, including expectations for improved revenue growth and profit margin, as well as a reduced projected future price-to-earnings ratio.
ナラティブの更新 • Oct 17

Inflated ASEAN Expectations Will Erode Margins Amid Risks

Analysts have raised their fair value estimate for Siam Cement slightly from 216.68 THB to 218.83 THB. They cited updated assumptions for discount rates and future earnings growth.
ナラティブの更新 • Oct 03

Inflated ASEAN Expectations Will Erode Margins Amid Risks

Analysts have raised their price target for Siam Cement from 209.98 to 216.68. This change reflects revised expectations on valuation metrics following updated financial forecasts.
ナラティブの更新 • Sep 18

Inflated ASEAN Expectations Will Erode Margins Amid Risks

The modest increase in Siam Cement’s consensus Analyst Price Target to THB209.98 appears driven primarily by a slight rise in forecast valuation multiples (Future P/E), as revenue growth expectations remain virtually unchanged. Valuation Changes Summary of Valuation Changes for Siam Cement The Consensus Analyst Price Target has risen slightly from THB201.36 to THB209.98.
ナラティブの更新 • Sep 03

Inflated ASEAN Expectations Will Erode Margins Amid Risks

Siam Cement’s slight price target downgrade reflects largely stable forward P/E and discount rate assumptions, with fair value edging down from THB204.97 to THB201.36. Valuation Changes Summary of Valuation Changes for Siam Cement The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from THB204.97 to THB201.36.
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新しいナラティブ • Dec 01

Streamlining Debt And Innovating Cement Drive Growth In Challenging Markets

Debt restructuring and asset divestment strategies aim to reduce costs and improve financial stability, potentially enhancing net margins and earnings.

収支内訳

Siam Cement 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

SET:SCC 収益、費用、利益 ( )THB Millions
日付収益収益G+A経費研究開発費
31 Mar 26495,86019,19963,8980
31 Dec 25496,92514,07565,8790
30 Sep 25501,38217,25567,9290
30 Jun 25507,78818,64568,8960
31 Mar 25511,2995,01668,4600
31 Dec 24511,1726,34267,9310
30 Sep 24501,2785,72066,0730
30 Jun 24498,7277,44065,8740
31 Mar 24495,16311,81464,5980
31 Dec 23499,64625,91565,1610
30 Sep 23501,21727,20765,2320
30 Jun 23517,96027,20967,0880
31 Mar 23545,86429,06568,9110
31 Dec 22569,60921,38269,5880
30 Sep 22590,08529,53269,0030
30 Jun 22579,51833,90566,8870
31 Mar 22560,53941,10464,8740
31 Dec 21530,11247,17462,4280
30 Sep 21484,69746,91560,3100
30 Jun 21453,80949,83957,9110
31 Mar 21416,26542,08754,6460
31 Dec 20399,93934,14452,7570
30 Sep 20408,86633,20152,2180
30 Jun 20418,25729,66451,6280
31 Mar 20431,34227,32354,7900
31 Dec 19437,98032,01454,2650
30 Sep 19449,02635,37853,1430
30 Jun 19461,21438,64655,7830
31 Mar 19472,56644,00453,6090
31 Dec 18478,43844,74853,8580
30 Sep 18474,61546,84853,9440
30 Jun 18464,52549,21152,1890
31 Mar 18452,90450,06252,0580
31 Dec 17450,92155,04152,1730
30 Sep 17437,13554,95352,0280
30 Jun 17429,66457,20751,1580
31 Mar 17429,71259,98250,2010
31 Dec 16423,44256,08449,9910
30 Sep 16429,45155,05549,8890
30 Jun 16435,39149,96549,7100
31 Mar 16440,33647,81550,0860
31 Dec 15439,61445,40049,2560
30 Sep 15450,70242,80748,8450
30 Jun 15464,08041,65347,5700

質の高い収益: SCCにはTHB7.5B } という大きな 一回限りの 利益があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。

利益率の向上: SCCの現在の純利益率 (3.9%)は、昨年(1%)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: SCCの収益は過去 5 年間で年間31.4%減少しました。

成長の加速: SCCの過去 1 年間の収益成長率 ( 282.8% ) は、5 年間の平均 ( 年間-31.4%を上回っています。

収益対業界: SCCの過去 1 年間の収益成長率 ( 282.8% ) はBasic Materials業界-26.7%を上回りました。

株主資本利益率

高いROE: SCCの 自己資本利益率 ( 3.9% ) 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

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2026/05/26 18:28
終値2026/05/26 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

The Siam Cement Public Company Limited 17 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。29

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