Reported Earnings • Apr 16
Full year 2025 earnings released: EPS: ₱0.042 (vs ₱0.071 in FY 2024) Full year 2025 results: EPS: ₱0.042 (down from ₱0.071 in FY 2024). Revenue: ₱3.13b (down 4.6% from FY 2024). Net income: ₱60.1m (down 40% from FY 2024). Profit margin: 1.9% (down from 3.1% in FY 2024). The decrease in margin was driven by lower revenue. Reported Earnings • Nov 21
Third quarter 2025 earnings released: EPS: ₱0.002 (vs ₱0.003 in 3Q 2024) Third quarter 2025 results: EPS: ₱0.002 (down from ₱0.003 in 3Q 2024). Revenue: ₱728.7m (up 2.7% from 3Q 2024). Net income: ₱3.40m (down 22% from 3Q 2024). Profit margin: 0.5% (down from 0.6% in 3Q 2024). The decrease in margin was driven by higher expenses. 공지 • Oct 16
Steniel Manufacturing Corporation has filed a Follow-on Equity Offering in the amount of PHP 315.295838 million. Steniel Manufacturing Corporation has filed a Follow-on Equity Offering in the amount of PHP 315.295838 million.
Security Name: Common Shares
Security Type: Common Stock
Securities Offered: 110,347,919
Price\Range: PHP 1.8 to PHP 2
Security Name: Common Shares
Security Type: Common Stock
Securities Offered: 47,300,000
Price\Range: PHP 1.8 to PHP 2 Board Change • Oct 14
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Arnold San Gabriel was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Jun 30
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to ₱1.90, the stock trades at a trailing P/E ratio of 42.2x. Average trailing P/E is 16x in the Packaging industry in Asia. Total returns to shareholders of 10% over the past year. Valuation Update With 7 Day Price Move • Jun 02
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to ₱2.29, the stock trades at a trailing P/E ratio of 50.9x. Average trailing P/E is 16x in the Packaging industry in Asia. Total returns to shareholders of 104% over the past year. New Risk • May 16
New major risk - Earnings quality The company has a high level of non-cash earnings. Accrual ratio: 47% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.4x net interest cover). Share price has been highly volatile over the past 3 months (14% average weekly change). Earnings have declined by 9.5% per year over the past 5 years. High level of non-cash earnings (47% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (1.9% net profit margin). Market cap is less than US$100m (₱2.50b market cap, or US$44.9m). Valuation Update With 7 Day Price Move • May 15
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to ₱1.76, the stock trades at a trailing P/E ratio of 24.9x. Average trailing P/E is 16x in the Packaging industry in Asia. Total returns to shareholders of 91% over the past year. Board Change • May 05
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Arnold San Gabriel was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. 공지 • Apr 16
Steniel Manufacturing Corporation, Annual General Meeting, Jun 18, 2025 Steniel Manufacturing Corporation, Annual General Meeting, Jun 18, 2025, at 15:00 W. Australia Standard Time. New Risk • Dec 26
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Filipino stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin). Market cap is less than US$100m (₱2.07b market cap, or US$35.7m). New Risk • Nov 20
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.4% Last year net profit margin: 5.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.4% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin). Market cap is less than US$100m (₱2.27b market cap, or US$38.5m). 공지 • Jul 08
Steniel Manufacturing Corporation Announces Board and Committee Changes Steniel Manufacturing Corporation announced that at the Annual Stockholder's meeting held on July 5, 2024, approved Election of the following as directors of the Corporation for 2024-2025: Jose Luis G. Santillan as Independent Director and Arnold San Gabriel as Independent Director. During the Organizational Board Meeting of the Corporation held immediately after the Annual Stockholders' Meeting, the following were appointed officers and members of the board committees: Committee Members: Audit Committee (which also serves as the Board Risk Oversight, and Related Party Transactions Committee: Arnold San Gabriel - Chairperson, Jose Luis G. Santillan - Member, Rhea M. Alarcon - Member. Nixon Y. Lim - Member. Eliza C. Macuray - Member. Corporate Governance Committee (which also serves as the Nomination and Compensation Committee: Jose Luis G. Santillan - Chairperson, Arnold San Gabriel - Member. Rhea M. Alarcon - Member. Eliza C. Macuray - Member. Esteban C. Ku - Member. Also during the meeting, Ms. Rhea M. Alarcon was appointed as the Lead Independent Director. 공지 • May 26
Steniel Manufacturing Corporation Receives a Notice from the Securities and Exchange Commission Steniel Manufacturing Corporation received a notice from the Securities and Exchange Commission ("SEC"), the SEC imposed on the Company penalties in the aggregate amount of PHP 4,439,000.00 as a consequence of its delayed filings of reports (annual, quarterly and current) for 2022 - 2023 and non-holding of the annual stockholders' meeting in 2023. The Company is reviewing this matter and will seek reconsideration where necessary and update the public in due course. Reported Earnings • May 15
First quarter 2024 earnings released: EPS: ₱0.04 (vs ₱0.006 in 1Q 2023) First quarter 2024 results: EPS: ₱0.04 (up from ₱0.006 in 1Q 2023). Revenue: ₱799.0m (up 8.2% from 1Q 2023). Net income: ₱56.1m (up ₱47.6m from 1Q 2023). Profit margin: 7.0% (up from 1.2% in 1Q 2023). Board Change • May 06
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. 3 experienced directors. 4 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Rhea Alarcon was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.