공시 • Feb 23
Electro Dunas S.A.A., Annual General Meeting, Mar 23, 2026 Electro Dunas S.A.A., Annual General Meeting, Mar 23, 2026, at 11:00 SA Pacific Standard Time. Location: panamericana sur highway, km 300 5 la angostura urbanization, ica Peru 공시 • Feb 20
Electro Dunas S.A.A., Annual General Meeting, Mar 19, 2025 Electro Dunas S.A.A., Annual General Meeting, Mar 19, 2025, at 11:00 SA Pacific Standard Time. Location: carretera panamericana sur, km 300 5 la angostura, ica Peru Reported Earnings • Aug 03
Second quarter 2024 earnings released: EPS: S/0.085 (vs S/0.075 in 2Q 2023) Second quarter 2024 results: EPS: S/0.085 (up from S/0.075 in 2Q 2023). Revenue: S/140.0m (up 7.1% from 2Q 2023). Net income: S/14.4m (up 12% from 2Q 2023). Profit margin: 10% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 59% per year, which means it is significantly lagging earnings. Upcoming Dividend • Jul 05
Upcoming dividend of S/0.12 per share Eligible shareholders must have bought the stock before 12 July 2024. Payment date: 17 July 2024. Payout ratio is on the higher end at 97%, and the cash payout ratio is above 100%. Trailing yield: 612%. Within top quartile of Peruvian dividend payers (14%). Higher than average of industry peers (4.7%). Reported Earnings • May 06
First quarter 2024 earnings released: EPS: S/0.11 (vs S/0.10 in 1Q 2023) First quarter 2024 results: EPS: S/0.11 (up from S/0.10 in 1Q 2023). Revenue: S/151.7m (up 7.0% from 1Q 2023). Net income: S/18.2m (up 2.4% from 1Q 2023). Profit margin: 12% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 61% per year, which means it is significantly lagging earnings. Upcoming Dividend • Apr 01
Upcoming dividend of S/0.086 per share Eligible shareholders must have bought the stock before 08 April 2024. Payment date: 11 April 2024. Payout ratio and cash payout ratio are on the higher end at 98% and 83% respectively. Trailing yield: 197%. Within top quartile of Peruvian dividend payers (13%). Higher than average of industry peers (4.1%). Reported Earnings • Mar 24
Full year 2023 earnings released: EPS: S/0.34 (vs S/0.32 in FY 2022) Full year 2023 results: EPS: S/0.34 (up from S/0.32 in FY 2022). Revenue: S/540.8m (up 11% from FY 2022). Net income: S/57.6m (up 7.5% from FY 2022). Profit margin: 11% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 47% per year, which means it is significantly lagging earnings. New Risk • Dec 02
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: S/23.8m (US$6.38m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Market cap is less than US$10m (S/23.8m market cap, or US$6.38m). Minor Risks High level of debt (137% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. New Risk • Nov 10
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 137% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (137% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (S/44.4m market cap, or US$11.7m). Reported Earnings • Nov 04
Third quarter 2023 earnings released: EPS: S/0.041 (vs S/0.067 in 3Q 2022) Third quarter 2023 results: EPS: S/0.041 (down from S/0.067 in 3Q 2022). Revenue: S/126.9m (up 8.1% from 3Q 2022). Net income: S/6.93m (down 39% from 3Q 2022). Profit margin: 5.5% (down from 9.6% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 42% per year, which means it is significantly lagging earnings. Reported Earnings • Aug 05
Second quarter 2023 earnings released: EPS: S/0.075 (vs S/0.06 in 2Q 2022) Second quarter 2023 results: EPS: S/0.075 (up from S/0.06 in 2Q 2022). Revenue: S/130.7m (up 10% from 2Q 2022). Net income: S/12.8m (up 25% from 2Q 2022). Profit margin: 9.8% (up from 8.6% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 42% per year, which means it is significantly lagging earnings. New Risk • Jul 20
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Peruvian stocks, typically moving 9.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.4% average weekly change). Minor Risks High level of debt (149% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (S/44.4m market cap, or US$12.4m). Upcoming Dividend • Jul 11
Upcoming dividend of S/0.12 per share Eligible shareholders must have bought the stock before 18 July 2023. Payment date: 21 July 2023. Payout ratio is on the higher end at 79%, however this is supported by cash flows. Trailing yield: 70%. Within top quartile of Peruvian dividend payers (14%). Higher than average of industry peers (6.2%). Upcoming Dividend • Dec 05
Upcoming dividend of S/0.14 per share Eligible shareholders must have bought the stock before 12 December 2022. Payment date: 14 December 2022. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 49%. Within top quartile of Peruvian dividend payers (26%). Higher than average of industry peers (6.1%). Board Change • Nov 16
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 6 highly experienced directors. 1 independent director (6 non-independent directors). Independent Director Peter Getsinger was the last independent director to join the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Reported Earnings • Nov 08
Third quarter 2022 earnings released: EPS: S/0.067 (vs S/0.055 in 3Q 2021) Third quarter 2022 results: EPS: S/0.067 (up from S/0.055 in 3Q 2021). Revenue: S/117.4m (up 12% from 3Q 2021). Net income: S/11.3m (up 22% from 3Q 2021). Profit margin: 9.6% (in line with 3Q 2021). Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings. Upcoming Dividend • Aug 09
Upcoming dividend of S/0.12 per share Eligible shareholders must have bought the stock before 16 August 2022. Payment date: 19 August 2022. Payout ratio is on the higher end at 85%, however this is supported by cash flows. Trailing yield: 37%. Within top quartile of Peruvian dividend payers (27%). Higher than average of industry peers (7.0%). Reported Earnings • Jul 28
Second quarter 2022 earnings released: EPS: S/0.06 (vs S/0.058 in 2Q 2021) Second quarter 2022 results: EPS: S/0.06 (up from S/0.058 in 2Q 2021). Revenue: S/118.5m (up 16% from 2Q 2021). Net income: S/10.2m (up 3.0% from 2Q 2021). Profit margin: 8.6% (down from 9.8% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings. Board Change • Apr 27
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 6 highly experienced directors. 1 independent director (6 non-independent directors). Independent Director Peter Getsinger was the last independent director to join the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Upcoming Dividend • Apr 05
Upcoming dividend of S/0.046 per share Eligible shareholders must have bought the stock before 11 April 2022. Payment date: 18 April 2022. Payout ratio is on the higher end at 90%, however this is supported by cash flows. Trailing yield: 31%. Within top quartile of Peruvian dividend payers (21%). Higher than average of industry peers (7.1%). Reported Earnings • Feb 19
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: S/0.25 (up from S/0.19 in FY 2020). Revenue: S/431.3m (up 14% from FY 2020). Net income: S/42.1m (up 33% from FY 2020). Profit margin: 9.8% (up from 8.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings. Upcoming Dividend • Dec 09
Upcoming dividend of S/0.035 per share Eligible shareholders must have bought the stock before 16 December 2021. Payment date: 20 December 2021. Payout ratio is on the higher end at 77%, however this is supported by cash flows. Trailing yield: 24%. Within top quartile of Peruvian dividend payers (20%). Higher than average of industry peers (6.5%). Upcoming Dividend • Sep 21
Upcoming dividend of S/0.047 per share Eligible shareholders must have bought the stock before 27 September 2021. Payment date: 30 September 2021. Trailing yield: 23%. Within top quartile of Peruvian dividend payers (22%). Higher than average of industry peers (7.3%). Upcoming Dividend • Jun 22
Upcoming dividend of S/0.094 per share Eligible shareholders must have bought the stock before 28 June 2021. Payment date: 02 July 2021. Trailing yield: 15%. Within top quartile of Peruvian dividend payers (15%). Higher than average of industry peers (7.7%). Upcoming Dividend • Jun 11
Upcoming dividend of S/0.042 per share Eligible shareholders must have bought the stock before 18 June 2021. Payment date: 24 June 2021. Trailing yield: 15%. Within top quartile of Peruvian dividend payers (15%). Higher than average of industry peers (7.1%). Reported Earnings • Mar 10
Full year 2020 earnings released The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: S/377.7m (up 1.2% from FY 2019). Net income: S/31.8m (up 179% from FY 2019). Profit margin: 8.4% (up from 3.0% in FY 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Dec 30
New 90-day low: S/0.94 The company is down 28% from its price of S/1.31 on 01 October 2020. The Peruvian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electric Utilities industry, which is down 4.0% over the same period. Upcoming Dividend • Dec 22
Upcoming Dividend of S/0.21 Per Share Will be paid on the 31st of December to those who are registered shareholders by the 29th of December. The trailing yield of 7.2% is below the top quartile of Peruvian dividend payers (10%), but it is higher than industry peers (4.0%). Is New 90 Day High Low • Nov 28
New 90-day low: S/0.94 The company is down 10.0% from its price of S/1.04 on 28 August 2020. The Peruvian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electric Utilities industry, which is flat over the same period. Upcoming Dividend • Nov 19
Upcoming Dividend of S/0.10 Per Share Will be paid on the 1st of December to those who are registered shareholders by the 26th of November. The trailing yield of 6.5% is below the top quartile of Peruvian dividend payers (11%), but it is higher than industry peers (4.1%). Reported Earnings • Oct 29
Third quarter earnings released Over the last 12 months the company has reported total profits of S/24.6m, up 90% from the prior year. Total revenue was S/370.0m over the last 12 months, up 1.4% from the prior year.