Interconexión Eléctrica S.A. E.S.P.

BVC:ISA 주식 리포트

시가총액: Col$33.8t

Interconexión Eléctrica E.S.P 향후 성장

Future 기준 점검 0/6

Interconexión Eléctrica E.S.P은 연간 수입과 매출이 각각 2.3%와 1.2% 증가할 것으로 예상되고 EPS는 연간 2.3%만큼 증가할 것으로 예상됩니다.

핵심 정보

2.3%

이익 성장률

2.31%

EPS 성장률

Electric Utilities 이익 성장7.1%
매출 성장률1.2%
향후 자기자본이익률n/a
애널리스트 커버리지

Low

마지막 업데이트04 Aug 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • Jun 13

ISA: Stable Fair Value And Slightly Lower P/E Will Keep Shares Overpriced

Analysts kept the fair value estimate for Interconexión Eléctrica E.S.P. steady at COP 26,750, making only slight tweaks to inputs such as the discount rate and assumed future P/E. These adjustments reflect updated views on risk and earnings durability rather than a material change in outlook.
내러티브 업데이트 • May 30

ISA: Higher Margin Outlook And Lower P/E Multiple Will Keep Shares Overpriced

Analysts have kept the COP 26,750 price target for Interconexión Eléctrica E.S.P. unchanged, citing updated assumptions around a COP 26,750 fair value, a slightly lower discount rate, modestly adjusted revenue growth and profit margin expectations, and a revised future P/E outlook. Valuation Changes Fair Value: Kept unchanged at COP 26,750, with no adjustment to the underlying fair value estimate.
내러티브 업데이트 • May 07

ISA: Slight Assumption Tweaks Will Likely Leave Shares Looking Expensive

Analysts kept their COP 26,750 price target for Interconexión Eléctrica E.S.P. unchanged, noting only minor adjustments to the discount rate, long-term revenue growth, profit margin assumptions, and future P/E estimates that did not materially change their overall valuation view. Valuation Changes Fair Value: COP 26,750 remains unchanged, indicating no shift in the headline valuation estimate.
내러티브 업데이트 • Apr 21

ISA: Slight Assumption Adjustments Will Likely Keep Shares Fairly Valued

Analysts have maintained their COP 26,750 price target for Interconexión Eléctrica E.S.P., reflecting largely unchanged assumptions around discount rate, revenue growth, profit margin and future P/E, which keep their valuation view steady for now. Valuation Changes Fair Value: COP 26,750 remains unchanged, indicating a steady central estimate for the shares.
내러티브 업데이트 • Apr 07

ISA: Minor Assumption Tweaks Will Likely Keep Shares Fairly Valued

Analysts maintained the fair value estimate for Interconexión Eléctrica E.S.P. at COP 26,750, with only minor adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions, resulting in an unchanged price target outlook. Valuation Changes Fair Value: COP 26,750 unchanged, reflecting the same overall valuation outcome as before.
내러티브 업데이트 • Mar 23

ISA: Adjusted Assumptions And Lower P/E Will Likely Keep Shares Fairly Valued

Analysts have kept their COP 26,750 price target for Interconexión Eléctrica E.S.P. broadly stable, with slight adjustments to underlying assumptions on discount rate, revenue growth, profit margin, and future P/E to reflect updated views on the company’s risk profile and earnings potential. Valuation Changes Fair Value: COP 26,750 remains unchanged, with the updated estimate in line with the previous narrative figure.
내러티브 업데이트 • Mar 09

ISA: Updated Earnings Outlook And Lower P/E Will Likely Keep Shares Fairly Valued

Analysts have raised their price target on Interconexión Eléctrica E.S.P. to COP 26,750 from COP 26,250, citing updated assumptions on revenue growth, profit margins and a revised future P/E multiple as key drivers of the change. Valuation Changes Fair Value: Updated to COP 26,750 from COP 26,250, representing a COP 500 adjustment in the model output.
내러티브 업데이트 • Feb 22

ISA: Future Transmission Spending And Rich P/E Will Likely Limit Upside Potential

Analysts have kept their COP 26,250 price target for Interconexión Eléctrica E.S.P. broadly unchanged, with only marginal technical adjustments to inputs such as the discount rate, long term revenue growth, profit margin, and expected future P/E. What's in the News ISA is expected to invest between COP 6.2t and COP 6.8t in 2026, representing about 26% of the Ecopetrol Group's annual budget (Key Developments).
내러티브 업데이트 • Feb 08

ISA: Rising Transmission Capex And Rich P/E Will Constrain Future Returns

Analysts have reaffirmed their valuation stance on Interconexión Eléctrica E.S.P., keeping the fair value target at COP 26,250 while making only slight technical adjustments to inputs such as the discount rate and future P/E assumptions. What's in the News ISA plans to invest between COP 6.2 trillion and COP 6.8 trillion in 2026, a figure that represents about 26% of Ecopetrol Group's annual budget.
내러티브 업데이트 • Jan 23

ISA: Heavy Transmission Spending Will Pressure Returns At Current Earnings Multiple

Analysts have kept their price target for Interconexión Eléctrica E.S.P. broadly in line with prior levels at COP$26,250, with only minor tweaks to assumptions, such as a slightly lower discount rate and a small adjustment to the future P/E, helping to fine tune their valuation view. What's in the News ISA is expected to invest between COP$6.2t and COP$6.8t in 2026, representing about 26% of the Ecopetrol Group's annual budget, according to recent reports (Key Developments).
내러티브 업데이트 • Jan 09

ISA: Future Returns Will Be Shaped By Transmission Spending And Earnings Multiples

Analysts have kept their price target for Interconexión Eléctrica E.S.P. steady at COP 26,250, citing only minor model tweaks to the discount rate, long term revenue growth, profit margin, and future P/E assumptions, rather than any major change in their outlook. What's in the News Interconexión Eléctrica E.S.P. (ISA) is expected to invest between COP 6.2t and COP 6.8t in 2026, representing about 26% of the Ecopetrol Group's annual budget (Key Developments).
내러티브 업데이트 • Dec 24

ISA: Future Returns Will Be Guided By Transmission Investment And Earnings Multiples

Analysts have modestly reaffirmed their view on Interconexión Eléctrica E.S.P., maintaining the price target at COP 26,250.00. Only marginal tweaks to the discount rate and valuation inputs left their overall outlook and earnings expectations largely unchanged.
내러티브 업데이트 • Dec 10

ISA: Future Returns Will Be Shaped By Earnings Multiples And Profitability Stability

Analysts have modestly reduced their price target for Interconexión Eléctrica E.S.P. to COP 26,250.00, reflecting a slightly lower discount rate and marginally softer expectations for future valuation multiples, while keeping long term revenue growth and profitability assumptions broadly unchanged. What's in the News Interconexión Eléctrica E.S.P. plans to invest between COP 6.2 and 6.8 trillion in 2026, representing about 26% of the Ecopetrol Group's annual budget, with roughly 80% earmarked for its electric transmission business (company disclosure) Valuation Changes Fair Value Estimate: Unchanged at COP 26,250.00, indicating no revision to the central valuation outcome.
내러티브 업데이트 • Nov 26

ISA: Future Earnings Multiples And Profit Margins Will Shape Market Outlook

Analysts have raised their price target for Interconexión Eléctrica E.S.P. from $25,750 to $26,250. They cite a moderately higher fair value estimate, driven by updated assumptions on profit margin and future earnings multiples, even though revenue growth forecasts have been revised downward.
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새로운 내러티브 • Mar 02

Porton Del Sol And Atlantic Photovoltaic Projects Will Boost Expansion But Regulatory And Operational Challenges Loom

Strategic focus on renewable energy projects and significant infrastructure expansion positions ISA for long-term growth in revenue and market presence in Latin America.

이익 및 매출 성장 예측

BVC:ISA - 애널리스트 향후 추정치 및 과거 재무 데이터 (COP Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202717,301,5942,662,946N/A3,976,9411
12/31/202615,890,9712,790,597N/A3,746,4021
6/30/202617,283,5792,523,752377,5956,882,013N/A
3/31/202615,887,2232,283,854380,5236,757,038N/A
12/31/202516,034,0002,420,000840,0007,118,000N/A
9/30/202515,524,5202,424,397689,0572,317,070N/A
6/30/202514,998,8472,615,459557,6382,105,478N/A
3/31/202515,087,9022,868,0851,857,5633,391,203N/A
12/31/202414,742,5632,807,9411,986,4573,564,606N/A
9/30/202413,989,0032,665,1762,576,8284,288,088N/A
6/30/202413,660,8862,286,3633,195,4444,984,674N/A
3/31/202413,802,8332,272,8082,249,5724,097,559N/A
12/31/202314,028,3172,466,4521,783,6523,873,766N/A
9/30/202314,252,2272,467,2051,704,7353,554,710N/A
6/30/202314,635,7212,622,8721,213,3223,195,088N/A
3/31/202314,333,3232,599,2991,664,2123,736,714N/A
12/31/202213,226,9762,202,5812,209,5984,042,482N/A
9/30/202212,538,3072,220,1652,430,1394,244,118N/A
6/30/202211,871,4101,673,5062,156,7163,824,660N/A
3/31/202211,423,9011,588,9822,090,6123,537,977N/A
12/31/202111,022,1181,665,5362,054,8313,688,430N/A
9/30/202110,630,8461,714,949231,4293,184,427N/A
6/30/202110,123,3202,159,7091,204,4753,573,327N/A
3/31/20219,318,4602,188,619705,5693,251,463N/A
12/31/20209,024,7892,059,191-67,8002,914,681N/A
9/30/20208,542,7842,000,1012,216,3783,978,813N/A
6/30/20208,169,0541,839,8261,514,5574,117,213N/A
3/31/20208,296,5531,664,114N/A4,031,457N/A
12/31/20198,060,4731,638,732N/A4,421,953N/A
9/30/20198,019,1121,779,590N/A3,991,636N/A
6/30/20197,992,7181,786,767N/A3,811,327N/A
3/31/20197,419,6931,579,933N/A3,530,980N/A
12/31/20187,173,8121,524,382N/A3,231,581N/A
9/30/20186,710,0681,211,877N/A3,326,642N/A
6/30/20186,560,8731,364,707N/A3,336,732N/A
3/31/20186,950,4011,495,586N/A3,183,575N/A
12/31/20176,954,2651,437,936N/A2,911,477N/A
9/30/20176,907,9541,340,284N/A3,347,168N/A
6/30/201712,220,9052,349,374N/A3,058,595N/A
3/31/201711,924,8912,184,139N/A3,085,485N/A
12/31/201611,892,6262,136,629N/A3,016,146N/A
9/30/201611,799,8522,106,683N/A2,472,639N/A
6/30/20166,145,195783,479N/A2,549,123N/A
3/31/20165,655,444747,470N/A2,779,236N/A
12/31/20155,270,649701,548N/A2,783,858N/A
9/30/20154,385,815646,426N/A2,231,530N/A

애널리스트 향후 성장 전망

수입 대 저축률: ISA 의 연간 예상 수익 증가율(2.3%)이 saving rate(11%) 미만입니다.

수익 vs 시장: ISA 의 연간 수익(2.3%)이 CO 시장(4.4%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: ISA 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: ISA 의 수익(연간 1.2%)이 CO 시장(연간 3.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: ISA 의 수익(연간 1.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: ISA의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/14 21:12
종가2026/09/11 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Interconexión Eléctrica S.A. E.S.P.는 9명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Sergio ContiBarclays
Daniel GuardiolaBTG Pactual
Juan MuñozBTG Pactual