Robinsons Land Corporation

PSE:RLC 주식 리포트

시가총액: ₱79.3b

Robinsons Land 향후 성장

Future 기준 점검 1/6

Robinsons Land (는) 각각 연간 8.5% 및 4.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 8.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 8.2% 로 예상됩니다.

핵심 정보

8.5%

이익 성장률

8.44%

EPS 성장률

Real Estate 이익 성장0.4%
매출 성장률4.9%
향후 자기자본이익률8.18%
애널리스트 커버리지

Good

마지막 업데이트16 Jun 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • Jun 23

RLC: Victoria Plaza Redevelopment And Dividend Will Support Future Repricing Potential

Analysts have nudged their price target for Robinsons Land slightly higher to ₱22.73 from ₱22.30, reflecting updated assumptions for discount rates, revenue growth, profit margins, and forward P/E estimates. What's in the News A board meeting is scheduled for May 13, 2026, with agenda items including the election of officers, appointment of committee members, and approval of Mr. Bienvenido S.
내러티브 업데이트 • Jun 05

RLC: Lower Discount Rate And Governance Reforms Will Support Future Upside Potential

Analysts have lifted their price target on Robinsons Land from ₱14.00 to ₱20.20, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E that adjust their valuation view on the stock. What's in the News Board meeting scheduled for May 13, 2026 to elect officers, appoint committee members, and consider the appointment of Mr. Bienvenido S.
내러티브 업데이트 • May 01

RLC: Victoria Plaza Redevelopment Will Set Up Future Repricing Opportunity

Analysts have nudged their price target for Robinsons Land from ₱21.74 to ₱22.30, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Robinsons Land is in the process of acquiring the approximately 9 hectare property where the Victoria Plaza complex is located.
내러티브 업데이트 • Apr 17

RLC: Equity Offering And By Law Changes Will Likely Pressure Future Returns

Analysts have kept their fair value estimate for Robinsons Land steady at ₱14.00. They cited slightly lower assumed discount rates, more conservative revenue growth expectations, and a marginally higher profit margin outlook.
내러티브 업데이트 • Apr 02

RLC: Follow On Offering And Governance Changes Will Support Future Upside

Analysts kept their fair value estimate for Robinsons Land steady at ₱30.00 per share, with only small tweaks to inputs such as discount rate, revenue growth, profit margin, and future P/E assumptions guiding this unchanged price target. What's in the News At the 2026 AGM on May 13, 2026, shareholders are set to vote on amendments to the by laws that would raise the quorum for board meetings from a majority to two thirds of directors, and require written notice of board meetings at least 5 business days in advance via personal delivery, mail, or electronic means (Key Developments).
내러티브 업데이트 • Mar 19

RLC: Follow On Offering Will Support Future Upside To Steady Fair Value

Analysts have maintained their ₱30.00 price target for Robinsons Land, citing slightly higher assumed profit margins and a modestly lower future P/E multiple that together offset adjustments to revenue growth and discount rate inputs. What's in the News Filed a follow-on equity offering of up to ₱7b in common stock, covering 945,946,000 shares at a price of ₱7.4 per share, under Regulation S with a subsequent direct listing feature (Key Developments).
내러티브 업데이트 • Mar 05

RLC: Follow On Offering Will Support Upside To Steady Fair Value

Analysts are keeping their fair value estimate for Robinsons Land steady at ₱30.00. The unchanged price target is supported by only small tweaks to their models, including slightly different assumptions for the discount rate, revenue growth, profit margin and future P/E.
내러티브 업데이트 • Feb 19

RLC: Follow On Offering Will Set Up Repricing Opportunity

Analysts have nudged their price target for Robinsons Land higher to ₱21.74 from ₱20.71, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Robinsons Land Corporation filed a Follow on Equity Offering totaling ₱7 billion in common stock.
내러티브 업데이트 • Feb 05

RLC: Follow On Offering Will Support Upside To Steady Fair Value

Analysts have kept their fair value estimate for Robinsons Land steady at ₱30.00. Only modest tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions are reflected in the refreshed price target rationale.
내러티브 업데이트 • Jan 21

RLC: Higher P/E Assumptions Will Likely Leave Shares Looking Overvalued

Analysts now place Robinsons Land's fair value at ₱14.0 per share, up from ₱13.0. This reflects updated assumptions around revenue growth, profit margins and a modestly higher future P/E multiple. Valuation Changes Fair Value: Adjusted from ₱13.0 to ₱14.0 per share, indicating a modest uplift in the assessed share value.
내러티브 업데이트 • Jan 06

RLC: Lower Growth Assumptions Will Be Offset By Higher Future P/E

Analysts have kept their fair value estimate for Robinsons Land unchanged at ₱30.00. The latest price target is framed around slightly lower projected revenue growth and profit margins, partly offset by a modestly lower discount rate and a higher assumed future P/E multiple.
내러티브 업데이트 • Dec 14

RLC: Future Margins And Equity Offering Are Expected To Drive Upside

Analysts have raised their price target for Robinsons Land from PHP 28.00 to PHP 30.00, citing expectations of slightly stronger profitability margins and a modestly higher valuation multiple, despite a more tempered revenue growth outlook. What's in the News Filed a follow-on equity offering for up to 1 billion common shares under Regulation S with a subsequent direct listing feature, which may expand its public float and help fund future growth initiatives (Key Developments) Valuation Changes Fair Value has risen slightly from ₱28.00 to ₱30.00 per share, reflecting a modestly higher intrinsic value estimate.
내러티브 업데이트 • Sep 04

Premium Mixed-Use Expansion Will Capture Urban Demand By 2030

With both the discount rate and future P/E remaining virtually unchanged, analysts see no significant developments impacting Robinsons Land’s valuation, leaving the consensus price target steady at ₱20.71. What's in the News Board meeting scheduled to consider approval of a property-for-share swap transaction between Robinsons Land Corporation and RCR.
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새로운 내러티브 • Mar 09

Expanding Into Upscale Markets And Sustainable Practices Will Strengthen Future Real Estate Prospects

Strategic expansion in leasable areas and investment in sustainability practices are expected to boost revenue, enhance margins, and improve brand perception.

이익 및 매출 성장 예측

PSE:RLC - 애널리스트 향후 추정치 및 과거 재무 데이터 (PHP Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202857,03817,20010,35225,9432
12/31/202753,72015,7469,65023,2656
12/31/202650,59814,5998,67719,3245
3/31/202649,77613,53123,04923,313N/A
12/31/202548,52513,47121,24421,244N/A
9/30/202547,07313,37322,01122,748N/A
6/30/202544,58212,83821,42822,551N/A
3/31/202542,88512,62417,70518,441N/A
12/31/202442,88213,21218,18118,917N/A
9/30/202443,57413,23316,01316,589N/A
6/30/202443,92213,53012,76213,338N/A
3/31/202443,85313,46816,72117,296N/A
12/31/202342,01812,06215,52015,520N/A
9/30/202339,73311,85316,30916,653N/A
6/30/202337,51610,84216,10816,451N/A
3/31/202348,02511,00912,22612,569N/A
12/31/202245,5039,75011,81011,810N/A
9/30/202241,2168,41711,57211,631N/A
6/30/202237,9107,2597,2967,355N/A
3/31/202226,4676,51813,19113,251N/A
12/31/202136,5398,06313,09213,092N/A
9/30/202137,0407,2499,2309,366N/A
6/30/202137,3677,07916,54816,684N/A
3/31/202132,4405,04816,70916,845N/A
12/31/202028,0265,26412,90812,908N/A
9/30/202029,9516,74020,57922,339N/A
6/30/202032,2608,35415,02216,782N/A
3/31/202035,91010,00811,10712,867N/A
12/31/201933,8658,686N/A18,414N/A
9/30/201929,9188,011N/A8,562N/A
6/30/201931,4898,903N/A17,742N/A
3/31/201930,2068,513N/A17,664N/A
12/31/201829,5588,216N/A13,290N/A
9/30/201828,0977,864N/A20,513N/A
6/30/201824,5986,290N/A13,627N/A
3/31/201823,4406,044N/A12,525N/A
12/31/201722,5175,881N/A14,399N/A
9/30/201722,3325,823N/A11,325N/A
6/30/201722,9315,457N/A11,687N/A
3/31/201722,7615,589N/A9,118N/A
12/31/201622,8095,758N/A9,550N/A
9/30/201622,5126,155N/A853N/A
6/30/201621,4346,217N/A420N/A
3/31/201620,9226,103N/A11,981N/A
12/31/201520,3355,953N/A12,802N/A
9/30/201519,7145,700N/A9,575N/A
6/30/201518,5755,210N/A8,918N/A

애널리스트 향후 성장 전망

수입 대 저축률: RLC 의 연간 예상 수익 증가율(8.5%)이 saving rate(6%)보다 높습니다.

수익 vs 시장: RLC 의 연간 수익(8.5%)이 PH 시장(9%)보다 느리게 성장할 것으로 예상됩니다.

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

수익 대 시장: RLC 의 수익(연간 4.9%)이 PH 시장(연간 7.9%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: RLC 의 수익(연간 4.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: RLC의 자본 수익률은 3년 후 8.2%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/26 16:57
종가2026/06/26 00:00
수익2026/03/31
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 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 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

Robinsons Land Corporation는 16명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Russ ToribioBofA Global Research
Ricardo PuigCitigroup Inc
Chalinee CongmuangCLSA