Converge Information and Communications Technology Solutions 향후 성장

Future 기준 점검 2/6

Converge Information and Communications Technology Solutions (는) 각각 연간 8% 및 8.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 8.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.2% 로 예상됩니다.

핵심 정보

8.0%

이익 성장률

8.14%

EPS 성장률

Telecom 이익 성장	5.3%
매출 성장률	8.2%
향후 자기자본이익률	17.23%
애널리스트 커버리지	Good
마지막 업데이트	23 Jun 2026

최근 향후 성장 업데이트

Recent updates

새로운 내러티브 • Jun 30

Unused Fiber Capacity And Data Center Expansion Will Power Long-Term Upside Potential

Catalysts About Converge Information and Communications Technology Solutions Converge Information and Communications Technology Solutions provides fixed broadband connectivity and related digital infrastructure services across the Philippines. What are the underlying business or industry changes driving this perspective?

내러티브 업데이트 • Jun 04

CNVRG: Dividend Momentum Will Support Future Upside Despite Slightly Higher Discount Rate

Analysts have nudged their price target for Converge Information and Communications Technology Solutions slightly lower to ₱20.27 from ₱20.37. This reflects updated views on a higher discount rate, firmer revenue growth expectations, a softer profit margin outlook, and a marginally adjusted future P/E assumption.

내러티브 업데이트 • Apr 29

CNVRG: Dividend Visibility And Fiber Reach Will Support Future Upside

Analysts have slightly fine tuned their assumptions on discount rate, revenue growth, profit margin, and future P/E for Converge Information and Communications Technology Solutions, and have kept their fair value estimate steady at around ₱20.37 per share, which frames the latest price target update without signaling a clear shift in conviction. What's in the News Annual cash dividend of ₱0.4900 per share announced, payable on April 1, 2026, with ex-date on March 19, 2026, and record date on March 23, 2026 (Key Developments).

내러티브 업데이트 • Apr 15

CNVRG: Dividend Outlook Will Support Upside As Fiber Access Expands

Analysts have kept their price target for Converge Information and Communications Technology Solutions steady at around ₱20.37, reflecting largely unchanged assumptions on growth, profitability, discount rate, and future P/E multiples. What's in the News The company announced an annual dividend of ₱0.4900 per share, with payment scheduled for April 1, 2026, ex-date on March 19, 2026, and record date on March 23, 2026 (Key Developments).

내러티브 업데이트 • Mar 31

CNVRG: Dividend Commitment And Network Access Expansion Will Support Future Upside

Analysts have made a small downward adjustment to their price target for Converge Information and Communications Technology Solutions, trimming it by about ₱0.23 as they fine tune assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E levels. What's in the News Announced an annual dividend of ₱0.4900 per share, payable on April 1, 2026, with ex-date on March 19, 2026 and record date on March 23, 2026 (Key Developments).

내러티브 업데이트 • Mar 17

이익 및 매출 성장 예측

PSE:CNVRG - 애널리스트 향후 추정치 및 과거 재무 데이터 (PHP Millions)
날짜	매출	이익	자유현금흐름	영업현금흐름	평균 애널리스트 수
12/31/2028	56,817	14,947	17,076	29,562	4
12/31/2027	52,475	13,963	12,140	26,199	7
12/31/2026	48,578	12,822	7,481	24,317	7
3/31/2026	45,166	11,882	8,591	22,148	N/A
12/31/2025	44,770	11,858	8,692	21,984	N/A
9/30/2025	43,644	11,501	9,838	18,979	N/A
6/30/2025	42,871	11,467	9,792	18,625	N/A
3/31/2025	41,867	11,280	12,427	21,371	N/A
12/31/2024	40,610	10,813	11,720	21,035	N/A
9/30/2024	39,049	10,941	11,237	22,425	N/A
6/30/2024	37,516	10,106	12,378	22,740	N/A
3/31/2024	36,257	9,476	8,772	17,274	N/A
12/31/2023	35,359	9,097	8,773	17,629	N/A
9/30/2023	35,463	7,700	5,962	13,539	N/A
6/30/2023	35,004	7,773	1,932	12,773	N/A
3/31/2023	34,590	7,641	-1,848	14,759	N/A
12/31/2022	33,696	7,439	-7,587	11,605	N/A
9/30/2022	32,129	8,067	-10,008	10,151	N/A
6/30/2022	30,751	7,857	-11,072	7,932	N/A
3/31/2022	28,679	7,579	-13,777	7,438	N/A
12/31/2021	26,479	7,158	-11,601	7,648	N/A
9/30/2021	23,806	6,396	-12,170	9,229	N/A
6/30/2021	20,944	5,381	-11,013	9,892	N/A
3/31/2021	18,178	4,363	-5,205	8,259	N/A
12/31/2020	15,652	3,388	-6,972	7,299	N/A
9/30/2020	13,423	2,430	-7,371	4,211	N/A
6/30/2020	11,687	2,008	-6,892	1,516	N/A
3/31/2020	10,189	1,714	-8,148	1,953	N/A
12/31/2019	9,139	1,960	N/A	1,685	N/A
1/1/2019	5,055	1,257	N/A	2,032	N/A
12/31/2017	2,940	1,231	N/A	1,430	N/A
12/31/2016	1,894	574	N/A	475	N/A

애널리스트 향후 성장 전망

수입 대 저축률: CNVRG 의 연간 예상 수익 증가율(8%)이 saving rate(6%)보다 높습니다.

수익 vs 시장: CNVRG 의 연간 수익(8%)이 PH 시장(9.3%)보다 느리게 성장할 것으로 예상됩니다.

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

수익 대 시장: CNVRG 의 수익(연간 8.2%)이 PH 시장(연간 7.8%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: CNVRG 의 수익(연간 8.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: CNVRG의 자본 수익률은 3년 후 17.2%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터	최종 업데이트 (UTC 시간)
기업 분석	2026/07/10 09:22
종가	2026/07/10 00:00
수익	2026/03/31
연간 수익	2025/12/31

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.

패키지	데이터	기간	미국 소스 예시 ^*
기업 재무제표	10년	손익계산서 현금흐름표 대차대조표	SEC 양식 10-K SEC 양식 10-Q
분석가 컨센서스 추정치	+3년	재무 예측 분석가 목표주가	분석가 리서치 보고서 Blue Matrix
시장 가격	30년	주가 배당, 분할 및 기타 조치	ICE 시장 데이터 SEC 양식 S-1
지분 구조	10년	주요 주주 내부자 거래	SEC 양식 4 SEC 양식 13D
경영진	10년	리더십 팀 이사회	SEC 양식 10-K SEC 양식 DEF 14A
주요 개발	10년	회사 공시	SEC 양식 8-K

^* 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.

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산업 및 섹터 지표

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분석가 소스

Converge Information and Communications Technology Solutions, Inc.는 9명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가	기관
Emeterio Gonzales	BofA Global Research
Eunice Dolatre	CGS International
Arthur Pineda	Citigroup Inc

Converge Information and Communications Technology Solutions 향후 성장

Future 기준 점검 2/6

핵심 정보

최근 향후 성장 업데이트

Consensus EPS estimates fall by 12%

Price target increased by 7.4% to ₱21.11

Price target increased by 14% to ₱16.29

Price target decreased by 9.9% to ₱17.07

Consensus EPS estimates fall by 17%

Price target decreased by 7.7% to ₱20.27

Recent updates

Unused Fiber Capacity And Data Center Expansion Will Power Long-Term Upside Potential

CNVRG: Dividend Momentum Will Support Future Upside Despite Slightly Higher Discount Rate

Converge Information and Communications Technology Solutions, Inc. Announces Board and Committee Changes

CNVRG: Dividend Visibility And Fiber Reach Will Support Future Upside

Full year 2025 earnings released: EPS: ₱1.63 (vs ₱1.49 in FY 2024)

CNVRG: Dividend Outlook Will Support Upside As Fiber Access Expands

CNVRG: Dividend Commitment And Network Access Expansion Will Support Future Upside

CNVRG: Dividend Plans And Fiber Network Reach Will Support Future Upside

Dividend increased to ₱0.49

Converge Information and Communications Technology Solutions, Inc. announces Annual dividend, payable on April 01, 2026

Full year 2025 earnings released: EPS: ₱1.64 (vs ₱1.49 in FY 2024)

Converge Information and Communications Technology Solutions, Inc., Annual General Meeting, May 29, 2026

Investor sentiment improves as stock rises 19%

Third quarter 2025 earnings released: ₱0.82 loss per share (vs ₱0.40 profit in 3Q 2024)

New minor risk - Share price stability

Executive VP & CFO recently bought ₱948k worth of stock

Investor sentiment deteriorates as stock falls 21%

Bifrost And South Asia-Hongkong Cables Will Boost Global Connectivity

Investor sentiment deteriorates as stock falls 20%

Second quarter 2025 earnings released: EPS: ₱0.40 (vs ₱0.38 in 2Q 2024)

Consensus EPS estimates fall by 12%

Converge Information and Communications Technology Solutions, Inc. Announces Board Changes

Converge Information and Communications Technology Solutions, Inc. Announces Executive Changes, Effective June 30, 2025

First quarter 2025 earnings released: EPS: ₱0.41 (vs ₱0.35 in 1Q 2024)

Price target increased by 7.4% to ₱21.11

Bifrost And South Asia-Hongkong Cables Will Boost Global Connectivity

Full year 2024 earnings: EPS in line with analyst expectations despite revenue beat

Upcoming dividend of ₱0.43 per share

Converge Information and Communications Technology Solutions, Inc. announces Annual dividend, payable on April 16, 2025

Full year 2024 earnings: EPS in line with analyst expectations despite revenue beat

Third quarter 2024 earnings released: EPS: ₱0.40 (vs ₱0.29 in 3Q 2023)

Converge Information and Communications Technology Solutions, Inc. Announces Resignation of Maria Grace De Jesus as Assistant Corporate Secretary, Effective October 5, 2024

Converge Information and Communications Technology Solutions, Inc. Approves Dividend Policy

Price target increased by 14% to ₱16.29

Converge Rules Out Sky Acquisition

Investor sentiment improves as stock rises 17%

Second quarter 2024 earnings released: EPS: ₱0.38 (vs ₱0.29 in 2Q 2023)

First quarter 2024 earnings released: EPS: ₱0.35 (vs ₱0.30 in 1Q 2023)

Converge Information and Communications Technology Solutions, Inc. Appoints Mr. Robert Leo A. Yu as CFO

Insufficient new directors

Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behind

Full year 2023 earnings released: EPS: ₱1.25 (vs ₱1.01 in FY 2022)

Converge Information and Communications Technology Solutions, Inc., Annual General Meeting, May 31, 2024

Converge Information and Communications Technology Solutions, Inc. Announces Management Changes

Investor sentiment improves as stock rises 16%

Converge Information and Communications Technology Solutions, Inc. Announces Resignation of Ulysses C. Naguit as Executive Vice President and Chief Information Officer, Effective on December 31, 2023

Third quarter 2023 earnings released: EPS: ₱0.29 (vs ₱0.30 in 3Q 2022)

Investor sentiment deteriorates as stock falls 16%

Now 22% undervalued after recent price drop

Converge Information and Communications Technology Solutions, Inc. Announces Resignation of Ronald G. Brusola as Chief Technology Officer

Second quarter 2023 earnings released: EPS: ₱0.29 (vs ₱0.27 in 2Q 2022)

Now 22% undervalued after recent price drop

Insufficient new directors

Converge Information and Communications Technology Solutions, Inc. Announces Directorate Appointments

Price target decreased by 9.9% to ₱17.07

First quarter 2023 earnings released: EPS: ₱0.30 (vs ₱0.26 in 1Q 2022)

Full year 2022 earnings: EPS misses analyst expectations

Consensus EPS estimates fall by 17%

Price target decreased by 7.7% to ₱20.27

Investor sentiment deteriorated over the past week

Investor sentiment improved over the past week

Less than half of directors are independent

Price target decreased to ₱23.45

Investor sentiment deteriorated over the past week

Price target decreased to ₱26.46

Converge Information and Communications Technology Solutions, Inc. (PSE:CNVRG) announces an Equity Buyback for PHP 1,500 million worth of its shares.

Consensus forecasts updated

Chief Strategy Officer recently bought ₱2.7m worth of stock

Consensus EPS estimates fall by 18%