ACWA Power (2082) 주식 개요
ACWA Power Company는 자회사와 함께 사우디아라비아, 중동, 아시아 및 아프리카에서 발전, 담수화 및 친환경 수소 생산 플랜트에 대한 투자, 개발, 운영 및 유지보수 사업을 하고 있습니다. 자세히 보기
2082 Community Fair Values
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Analyst Price Targets
ACWA Power Company 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | ر.س181.10 |
| 52주 최고가 | ر.س274.80 |
| 52주 최저가 | ر.س149.40 |
| 베타 | -0.11 |
| 1개월 변동 | 7.29% |
| 3개월 변동 | 10.63% |
| 1년 변동 | -28.36% |
| 3년 변동 | 15.00% |
| 5년 변동 | n/a |
| IPO 이후 변동 | 149.26% |
최근 뉴스 및 업데이트
Recent updates
내러티브 업데이트 • Apr 30
2082: Higher Margin And P/E Assumptions Will Sustain Current Overvaluation
Analysts have kept their SAR100.00 price target for ACWA Power unchanged, citing a slightly higher discount rate and P/E assumptions together with updated revenue growth and margin expectations as key reasons for maintaining their view. What's in the News The Board plans to meet on March 12, 2026, to vote on appointing Yazeed bin Abdulrahman Al Humaid to fill a vacant Board seat through January 4, 2029, alongside other business items (Board Meeting).
내러티브 업데이트 • Apr 16
2082: New Leadership And Large Gulf Projects Will Support Future Returns
Analysts have maintained their SAR245.00 price target for ACWA Power, noting only minor adjustments to assumptions on discount rate, revenue growth, profit margin, and future P/E that do not materially change their overall view. What's in the News Appointment of Dr. Samir J.내러티브 업데이트 • Apr 02
2082: New Leadership And Major Projects Will Drive Future Earnings
Analysts have adjusted their price target on ACWA Power from SAR 280 to SAR 245, reflecting updated views on fair value, discount rate, revenue growth, profit margins, and future P/E assumptions. What's in the News Appointment of Dr. Samir J.내러티브 업데이트 • Mar 18
2082: Higher Margin Assumptions Will Eventually Undermine Current Overvaluation
Analysts have maintained their SAR 100.00 price target for ACWA Power, reflecting updated assumptions of slightly lower revenue growth and discount rate, a higher expected profit margin, and a modestly lower future P/E multiple. What's in the News The Board has appointed Dr. Samir J.내러티브 업데이트 • Mar 04
2082: New Leadership And Long-Term Projects Will Support Stronger Future Earnings
Analysts have maintained their SAR 280.00 price target for ACWA Power, citing updated assumptions regarding slightly different discount rates, revenue growth, profit margins and future P/E ratios that continue to support the previous valuation level. What's in the News ACWA Power appointed Dr. Samir J.내러티브 업데이트 • Feb 18
2082: Higher Discount Rate Will Outweigh New Long-Term Project Wins
Analysts have trimmed their fair value estimate for ACWA Power from SAR110.00 to SAR100.00 because higher assumed discount rates and a lower future P/E offset updated expectations for revenue growth and profit margins. What's in the News Signed an Energy Conversion and Water Purchase Agreement for the Az-Zour North Phase 2 & 3 IWPP in Kuwait, a CCGT plant with 2,700 MW power capacity and a seawater reverse osmosis facility targeting around 545,500 m³ per day, under a 25 year BOT structure with the Ministry of Electricity, Water and Renewable Energy (Client Announcements) ACWA Power holds an effective 24% share in the Az-Zour North Phase 2 & 3 project, with contracted revenues expected to be reflected at financial close (Client Announcements) Signed a Public Private Partnership Agreement for Azerbaijan’s first large scale Caspian Sea seawater reverse osmosis desalination plant, with a contract value of about US$400m (SAR 1.5b) and a 27.5 year term including construction, dated 26 December 2025 (Client Announcements) Completed financial close for five large scale PV solar plants in Saudi Arabia, with capacities of 2,000 MW, 2,000 MW, 3,000 MW, 3,000 MW and 2,000 MW and a combined financing amount of SAR 16.9b (about US$4.5b) to support development, construction and operation (Business Expansions) Scheduled a special or extraordinary shareholders meeting in Riyadh, Saudi Arabia, on 23 February 2026 at 21:30 Arab Standard Time (Special/Extraordinary Shareholders Meeting) Valuation Changes Fair Value: Trimmed from SAR110.00 to SAR100.00, a reduction of about 9% in the updated assessment.내러티브 업데이트 • Feb 04
2082: Long-Term Projects And Stable Outlook Will Support Stronger Future Earnings
Analysts have kept their fair value estimate for ACWA Power steady at SAR 280.0, with only minor model tweaks to the discount rate, revenue growth, profit margin, and future P/E underpinning the unchanged price target. What's in the News ACWA Power plans a Special or Extraordinary Shareholders Meeting on February 23, 2026, at 21:30 Arab Standard Time in Riyadh, Saudi Arabia, giving investors a formal event to watch for potential updates on governance or capital decisions (Key Developments).분석 기사 • Jan 31
Shareholders Should Be Pleased With ACWA Power Company's (TADAWUL:2082) Price
When you see that almost half of the companies in the Renewable Energy industry in Saudi Arabia have price-to-sales...
내러티브 업데이트 • Jan 20
2082: Long Dated Projects And Partnerships Will Support Balanced Future Outlook
Analysts have kept their fair value estimate for ACWA Power steady at 191.83, with only minor tweaks to key model inputs such as discount rate, long term revenue growth, profit margin and future P/E. This suggests their updated price targets mainly reflect refined assumptions rather than a change in the core valuation view.내러티브 업데이트 • Jan 05
2082: New Long Term Projects And Margins Will Support Upside Potential
Narrative Update Analysts have trimmed their fair value estimate for ACWA Power from SAR198.20 to about SAR191.83, as slightly softer revenue growth assumptions and a lower future P/E multiple more than offset a modestly higher projected profit margin and a marginally reduced discount rate. What's in the News ACWA Power signed a public private partnership agreement for Azerbaijan’s first large scale Caspian Sea reverse osmosis desalination plant, with a contract value of about US$400m (SAR 1.5b) and a 27.5 year term including construction, with the contract signed on December 26, 2025 (company announcement).분석 기사 • Dec 27
Capital Allocation Trends At ACWA Power (TADAWUL:2082) Aren't Ideal
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...내러티브 업데이트 • Dec 14
2082: Expanding Renewable Projects Will Drive Stronger Long-Term Earnings Potential
Analysts have modestly raised their price target on ACWA Power to SAR 280.00, citing slightly higher expectations for revenue growth and profit margins, along with a marginally lower future price to earnings multiple that together support a stable fair value outlook. What's in the News ACWA Power received an Initial Commercial Operation Certificate for an additional 1,000 MW at the ArRass2 PV IPP in Qassim, Saudi Arabia, bringing total project capacity to 2,000 MW, with financial impact expected in the fourth quarter of 2025 (company announcement).내러티브 업데이트 • Nov 30
2082: New Renewable Projects And Strong Margins Will Balance Risks This Year
Narrative Update on ACWA Power Analysts have raised their price target for ACWA Power by SAR 1.00 to SAR 198.20, citing increasing profit margins, which offset slightly moderated revenue growth projections. What's in the News ACWA Power's ArRass2 PV IPP project in the Qassim Region, Saudi Arabia, has received an Initial Commercial Operation Certificate for an additional 1,000 MW.내러티브 업데이트 • Nov 16
2082: Multiple New Projects Are Expected To Drive Steady Performance Ahead
Analysts have slightly reduced their price target for ACWA Power from SAR 197.4 to SAR 197.2, citing changes in projections for revenue growth and profitability. What's in the News ACWA Power received the Initial Commercial Operation Certificate for an additional 1,000 MW capacity at the ArRass2 PV IPP project in Qassim Region.내러티브 업데이트 • Nov 01
2082: Lower Revenue Outlook Will Outweigh Benefits From Recent Partnerships
Analysts have updated their price target for ACWA Power, maintaining the fair value estimate at SAR197.40. Recent adjustments to projected revenue growth and profit margins have offset each other in their latest financial models.내러티브 업데이트 • Oct 18
Global Renewables Will Advance Despite Construction And Debt Risks
Narrative Update: ACWA Power Analyst Price Target Analysts have maintained their fair value estimate for ACWA Power at SAR 197.40. There have only been minor adjustments to underlying discount rates and projected valuation metrics, reflecting continued confidence in the company's outlook despite modest refinements.내러티브 업데이트 • Oct 04
Global Renewables Will Advance Despite Construction And Debt Risks
Analysts have raised their price target for ACWA Power from SAR 187.5 to SAR 197.4. They cite improved profit margin projections and a slight increase in future valuation multiples as the primary drivers behind the update. What's in the News ACWA Power received the second Commercial Operation Certificate for the SAAD 2 PV project in Riyadh, Saudi Arabia, reaching its full operating capacity of 1,125 MW.내러티브 업데이트 • Sep 19
Global Renewables Will Advance Despite Construction And Debt Risks
The downward revision in ACWA Power’s price target reflects marginal declines in both forward P/E and revenue growth forecasts, with the consensus fair value now at SAR187.50. What's in the News SAAD 2 PV project in Riyadh reached full operating capacity of 1,125 MW, with ACWA Power holding a 50.1% stake; financial impact expected in H2 2025.내러티브 업데이트 • Sep 04
Global Renewables Will Advance Despite Construction And Debt Risks
Due to a modest decline in ACWA Power’s Future P/E, indicating slightly improved earnings expectations, but with the discount rate unchanged, the consensus Analyst Price Target has remained steady at SAR196.43. What's in the News SAAD 2 PV project in Riyadh reached full operating capacity of 1,125 MW, with ACWA Power holding a 50.1% stake; financial impact expected in H2 2025.분석 기사 • Jul 22
Analysts' Revenue Estimates For ACWA Power Company (TADAWUL:2082) Are Surging Higher
Celebrations may be in order for ACWA Power Company ( TADAWUL:2082 ) shareholders, with the analysts delivering a...새로운 내러티브 • Jul 06
Vision 2030 Initiatives Will Advance Despite Geopolitical And Execution Risks
Overly optimistic growth expectations may falter if project execution, financing costs, or shifting government priorities create headwinds to portfolio expansion and revenue visibility.주주 수익률
| 2082 | SA Renewable Energy | SA 시장 | |
|---|---|---|---|
| 7D | -1.9% | 7.1% | -0.7% |
| 1Y | -28.4% | 17.1% | 7.7% |
수익률 대 산업: 2082은 지난 1년 동안 17.1%의 수익을 기록한 SA Renewable Energy 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: 2082은 지난 1년 동안 7.7%를 기록한 SA 시장보다 저조한 성과를 냈습니다.
주가 변동성
| 2082 volatility | |
|---|---|
| 2082 Average Weekly Movement | 6.4% |
| Renewable Energy Industry Average Movement | 6.8% |
| Market Average Movement | 5.0% |
| 10% most volatile stocks in SA Market | 7.9% |
| 10% least volatile stocks in SA Market | 2.9% |
안정적인 주가: 2082의 주가는 지난 3개월 동안 SA 시장보다 변동성이 컸습니다.
시간에 따른 변동성: 2082의 주간 변동성(6%)은 지난 1년 동안 안정적이었지만 SA 종목 중 상위 75%보다 높습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2004 | n/a | Samir Serhan | www.acwapower.com |
ACWA Power Company는 자회사와 함께 사우디아라비아, 중동, 아시아 및 아프리카에서 발전, 담수화 및 친환경 수소 생산 플랜트에 대한 투자, 개발, 운영 및 유지 보수에 종사하고 있습니다. 이 회사는 열 및 담수화, 재생 에너지, 기타 부문을 통해 사업을 운영하고 있습니다. 석유, 석탄, 가스 등의 화석 연료를 통해 전력을 생산합니다.
ACWA Power Company 기초 지표 요약
| 2082 기초 통계 | |
|---|---|
| 시가총액 | ر.س139.76b |
| 순이익 (TTM) | ر.س1.77b |
| 매출 (TTM) | ر.س7.47b |
78.4x
주가수익비율(P/E)18.6x
주가매출비율(P/S)2082는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| 2082 손익계산서 (TTM) | |
|---|---|
| 매출 | ر.س7.47b |
| 매출원가 | ر.س3.88b |
| 총이익 | ر.س3.58b |
| 기타 비용 | ر.س1.81b |
| 순이익 | ر.س1.77b |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 2.31 |
| 총이익률 | 47.99% |
| 순이익률 | 23.70% |
| 부채/자본 비율 | 97.7% |
2082의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/02 00:20 |
| 종가 | 2026/06/02 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 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 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 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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
ACWA Power Company는 11명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| null null | Al Rajhi Capital |
| Soha Saniour | Arqaam Capital Research Offshore S.A.L. |
| Nikhil Nigania | Bernstein |