View Past PerformanceGulf Development バランスシートの健全性財務の健全性 基準チェック /26Gulf Developmentの総株主資本はTHB378.1B 、総負債はTHB401.3Bで、負債比率は106.1%となります。総資産と総負債はそれぞれTHB820.7BとTHB442.5Bです。 Gulf Developmentの EBIT はTHB24.1Bで、利息カバレッジ比率2.9です。現金および短期投資はTHB52.8Bです。主要情報106.14%負債資本比率฿401.35b負債インタレスト・カバレッジ・レシオ2.9x現金฿52.81bエクイティ฿378.12b負債合計฿442.53b総資産฿820.65b財務の健全性に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • May 28Gulf Development Public Company Limited to Report Q2, 2026 Results on Aug 20, 2026Gulf Development Public Company Limited announced that they will report Q2, 2026 results on Aug 20, 2026Reported Earnings • May 08First quarter 2026 earnings released: EPS: ฿0.61 (vs ฿0.46 in 1Q 2025)First quarter 2026 results: EPS: ฿0.61 (up from ฿0.46 in 1Q 2025). Revenue: ฿37.6b (up 22% from 1Q 2025). Net income: ฿9.12b (up 69% from 1Q 2025). Profit margin: 24% (up from 18% in 1Q 2025). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Renewable Energy industry in Thailand.Reported Earnings • Feb 19Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ฿6.35 (up from ฿1.55 in FY 2024). Revenue: ฿129.7b (up 7.3% from FY 2024). Net income: ฿89.8b (up 394% from FY 2024). Profit margin: 69% (up from 15% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.6%. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Renewable Energy industry in Thailand.お知らせ • Feb 18+ 2 more updatesGulf Development Public Company Limited Proposes Dividend for the Accounting Period from April 1, 2025 to December 31, 2025, Payable on May 7, 2026Gulf Development Public Company Limited at the Annual General Meeting held on April 10, 2026, the dividend payment in respect of the Company's operation results for the accounting period from April 1, 2025 (the Amalgamation Date) to December 31, 2025 at the rate of THB 1.05 per share out of the net profit. To set March 4, 2026 as the date to determine names of the shareholders entitled to the dividend payment (Record Date) and the dividend payment shall be paid on May 7, 2026. However, shareholders entitled to receive the dividend are subjected to the approval of the 2026 Annual General Meeting.Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ฿58.50, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 10x in the Renewable Energy industry in Thailand.お知らせ • Jan 08Gulf Energy Development Public Company Limited Announces Resignation of Krisada Chinavicharana as Independent Director and Chairman of the Audit Committee, Effective January 6, 2026Gulf Energy Development Public Company Limited announced that Mr. Krisada Chinavicharana resigned from his positions as Independent Director and Chairman of the Audit Committee due to other business engagements. The resignation was part of a change in director/executive roles, with the term expiring by rotation. Mr. Krisada Chinavicharana's roles as Independent Director and Chairman of the Audit Committee were affected, with his term expiring on January 6, 2026.Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: ฿0.49 (vs ฿0.51 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.49. Revenue: ฿29.0b (down 4.6% from 3Q 2024). Net income: ฿7.27b (up 21% from 3Q 2024). Profit margin: 25% (up from 20% in 3Q 2024). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Thailand are expected to remain flat.Major Estimate Revision • Aug 17Consensus EPS estimates increase by 225%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from ฿130.4b to ฿133.5b. EPS estimate increased from ฿1.74 to ฿5.64 per share. Net income forecast to shrink 29% next year vs 4.9% growth forecast for Renewable Energy industry in Thailand . Consensus price target up from ฿59.88 to ฿61.12. Share price was steady at ฿47.00 over the past week.Reported Earnings • Aug 09Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: ฿4.28 (up from ฿0.40 in 2Q 2024). Revenue: ฿38.5b (up 22% from 2Q 2024). Net income: ฿63.9b (up ฿59.1b from 2Q 2024). Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to stay flat during the next 3 years compared to a 2.2% growth forecast for the Renewable Energy industry in Thailand.お知らせ • Aug 05Gulf Development Public Company Limited to Report Q2, 2025 Results on Aug 08, 2025Gulf Development Public Company Limited announced that they will report Q2, 2025 results on Aug 08, 2025Reported Earnings • May 13First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: ฿0.46 (up from ฿0.30 in 1Q 2024). Revenue: ฿30.8b (down 2.6% from 1Q 2024). Net income: ฿5.39b (up 54% from 1Q 2024). Profit margin: 18% (up from 11% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Thailand are expected to remain flat.Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. Independent Director Somprasong Boonyachai was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.New Risk • Apr 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 27% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.7x net interest cover). Shares are highly illiquid. Minor Risk Shareholders have been diluted in the past year (27% increase in shares outstanding).財務状況分析短期負債: GULFの 短期資産 ( THB110.1B ) が 短期負債 ( THB98.2B ) を超えています。長期負債: GULFの短期資産 ( THB110.1B ) は 長期負債 ( THB344.3B ) をカバーしていません。デット・ツー・エクイティの歴史と分析負債レベル: GULFの 純負債対資本比率 ( 92.2% ) は 高い と見なされます。負債の削減: GULFの負債対資本比率は、過去 5 年間で191.2%から106.1%に減少しました。債務返済能力: GULFの負債は 営業キャッシュフロー によって 十分にカバーされていません ( 6.5% )。インタレストカバレッジ: GULFの負債に対する 利息支払い は EBIT ( 2.9 x coverage) によって 十分にカバーされていません。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YUtilities 業界の健全な企業。View Dividend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2026/06/19 19:22終値2026/06/19 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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Gulf Development Public Company Limited 15 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。30 アナリスト機関Narumon EkasamutBofA Global ResearchSuppata SrisukBualuang Securities PCLPanjapon TaensricharoenBualuang Securities PCL27 その他のアナリストを表示
お知らせ • May 28Gulf Development Public Company Limited to Report Q2, 2026 Results on Aug 20, 2026Gulf Development Public Company Limited announced that they will report Q2, 2026 results on Aug 20, 2026
Reported Earnings • May 08First quarter 2026 earnings released: EPS: ฿0.61 (vs ฿0.46 in 1Q 2025)First quarter 2026 results: EPS: ฿0.61 (up from ฿0.46 in 1Q 2025). Revenue: ฿37.6b (up 22% from 1Q 2025). Net income: ฿9.12b (up 69% from 1Q 2025). Profit margin: 24% (up from 18% in 1Q 2025). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Renewable Energy industry in Thailand.
Reported Earnings • Feb 19Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ฿6.35 (up from ฿1.55 in FY 2024). Revenue: ฿129.7b (up 7.3% from FY 2024). Net income: ฿89.8b (up 394% from FY 2024). Profit margin: 69% (up from 15% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.6%. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Renewable Energy industry in Thailand.
お知らせ • Feb 18+ 2 more updatesGulf Development Public Company Limited Proposes Dividend for the Accounting Period from April 1, 2025 to December 31, 2025, Payable on May 7, 2026Gulf Development Public Company Limited at the Annual General Meeting held on April 10, 2026, the dividend payment in respect of the Company's operation results for the accounting period from April 1, 2025 (the Amalgamation Date) to December 31, 2025 at the rate of THB 1.05 per share out of the net profit. To set March 4, 2026 as the date to determine names of the shareholders entitled to the dividend payment (Record Date) and the dividend payment shall be paid on May 7, 2026. However, shareholders entitled to receive the dividend are subjected to the approval of the 2026 Annual General Meeting.
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ฿58.50, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 10x in the Renewable Energy industry in Thailand.
お知らせ • Jan 08Gulf Energy Development Public Company Limited Announces Resignation of Krisada Chinavicharana as Independent Director and Chairman of the Audit Committee, Effective January 6, 2026Gulf Energy Development Public Company Limited announced that Mr. Krisada Chinavicharana resigned from his positions as Independent Director and Chairman of the Audit Committee due to other business engagements. The resignation was part of a change in director/executive roles, with the term expiring by rotation. Mr. Krisada Chinavicharana's roles as Independent Director and Chairman of the Audit Committee were affected, with his term expiring on January 6, 2026.
Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: ฿0.49 (vs ฿0.51 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.49. Revenue: ฿29.0b (down 4.6% from 3Q 2024). Net income: ฿7.27b (up 21% from 3Q 2024). Profit margin: 25% (up from 20% in 3Q 2024). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Thailand are expected to remain flat.
Major Estimate Revision • Aug 17Consensus EPS estimates increase by 225%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from ฿130.4b to ฿133.5b. EPS estimate increased from ฿1.74 to ฿5.64 per share. Net income forecast to shrink 29% next year vs 4.9% growth forecast for Renewable Energy industry in Thailand . Consensus price target up from ฿59.88 to ฿61.12. Share price was steady at ฿47.00 over the past week.
Reported Earnings • Aug 09Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: ฿4.28 (up from ฿0.40 in 2Q 2024). Revenue: ฿38.5b (up 22% from 2Q 2024). Net income: ฿63.9b (up ฿59.1b from 2Q 2024). Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to stay flat during the next 3 years compared to a 2.2% growth forecast for the Renewable Energy industry in Thailand.
お知らせ • Aug 05Gulf Development Public Company Limited to Report Q2, 2025 Results on Aug 08, 2025Gulf Development Public Company Limited announced that they will report Q2, 2025 results on Aug 08, 2025
Reported Earnings • May 13First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: ฿0.46 (up from ฿0.30 in 1Q 2024). Revenue: ฿30.8b (down 2.6% from 1Q 2024). Net income: ฿5.39b (up 54% from 1Q 2024). Profit margin: 18% (up from 11% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Thailand are expected to remain flat.
Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. Independent Director Somprasong Boonyachai was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
New Risk • Apr 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 27% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.7x net interest cover). Shares are highly illiquid. Minor Risk Shareholders have been diluted in the past year (27% increase in shares outstanding).