PTT Public Company Limited

SET:PTT 주식 리포트

시가총액: ฿1.0t

PTT 향후 성장

Future 기준 점검 1/6

PTT (는) 각각 연간 6.5% 및 2.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 5.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 8.9% 로 예상됩니다.

핵심 정보

6.5%

이익 성장률

5.53%

EPS 성장률

Oil and Gas 이익 성장4.4%
매출 성장률2.9%
향후 자기자본이익률8.86%
애널리스트 커버리지

Good

마지막 업데이트20 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • May 14

PTT: Dividend Policy And Revised Assumptions Will Support Steady Outlook

Analysts have raised their price target for PTT to THB39.0 from THB35.2, citing updated assumptions that reflect a revised view on revenue growth, profit margins, the discount rate and future P/E. What's in the News The AGM on April 10, 2026 approved the allocation of 2025 net profit and a total dividend of THB 2.30 per share, including an annual dividend of THB 2.10 and a non recurring special dividend of THB 0.20, with total dividends of about THB 65,361m for 2025 performance (AGM resolution).
내러티브 업데이트 • Apr 23

PTT: One Off Dividend Payout Will Likely Fail To Support Shares

The analyst price target for PTT has been adjusted slightly higher to THB30.18 from THB29.92. Analysts point to updated assumptions for revenue growth, profit margins and future P/E as the key drivers of this modest change.
내러티브 업데이트 • Apr 07

PTT: Special Dividend Payout Will Likely Fail To Support Current Pricing

Analysts have slightly raised their fair value estimate for PTT from THB29.55 to THB29.92, reflecting updated views on discount rates, revenue growth assumptions and the expected future P/E. What's in the News PTT has proposed a special dividend of THB 0.20 per share for 2025, citing asset management and free cash flow generation as key supports for this non recurring payout, while aiming to retain liquidity for ongoing operations and future investment plans (Key Developments).
내러티브 업데이트 • Mar 24

PTT: Special Dividend And Robust Cash Generation Will Support Future Upside Potential

Analysts have kept their fair value estimate for PTT steady at THB 45.00, with only slight tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions. This reflects a broadly unchanged view on the stock's long-term outlook.
내러티브 업데이트 • Mar 10

PTT: Special Dividend And Investment Plan Will Support Future Upside Potential

Analysts have kept their average PTT price target broadly steady at THB 45.0, reflecting updated assumptions of slightly higher revenue growth and discount rate, along with a small adjustment to expected profit margins and future P/E levels. What's in the News PTT has proposed a non recurring special dividend of THB 0.20 per share for 2025, citing successful asset management and free cash flow, with the aim of keeping sufficient liquidity for operations and future investment plans, subject to approval at the AGM on April 10, 2026 (AGM agenda).
내러티브 업데이트 • Feb 24

PTT: Lower Discount Rate And Higher Margin Assumptions Will Support Upside Potential

Analysts have lifted their price target on PTT from THB40 to THB45, pointing to updated assumptions that reflect a lower discount rate, slightly different revenue growth expectations, a higher profit margin, and a modestly higher future P/E multiple. What's in the News The Board approved holding the 2026 Annual General Meeting of Shareholders on April 10, 2026 at 13:30 via electronic meeting only, in line with Thai regulations on e-meetings, with a Record Date of March 6, 2026 for shareholders entitled to attend and receive dividends, and a planned dividend payment date of April 28, 2026 subject to AGM approval (Board Meeting, Feb 19, 2026).
내러티브 업데이트 • Feb 10

PTT: Five Year Investment Plan Will Likely Struggle To Justify Current Pricing

Narrative Update on PTT Analysts have lifted their price target for PTT from $29.17 to $29.55, citing modest adjustments to discount rate assumptions, slightly less revenue contraction, a small improvement in expected profit margins, and a marginally lower future P/E multiple. What's in the News A board meeting is scheduled for Nov 13, 2025 to appoint a director to replace a resigning board member, based on a recommendation from the nominating committee (Key Developments).
내러티브 업데이트 • Jan 25

PTT: Five Year Plan And Governance Changes Will Support Steady Outlook

Analysts have nudged their price target on PTT higher to reflect a fair value of $35.19, with the adjustment tied to modest tweaks in the discount rate, long term revenue growth, profit margin assumptions and future P/E expectations. What's in the News A board meeting on August 21, 2025 will appoint Ms. Piyaporn Thanangteerapong as Company Secretary, replacing Mrs.
내러티브 업데이트 • Jan 09

PTT: Five Year Investment Plan Will Support Future Upside Potential

Analysts have modestly adjusted their price target on PTT, citing slightly lower revenue growth and profit margin assumptions, along with a small change in the discount rate and a revised future P/E. Together, these factors support a refreshed fair value view near $35.19.
내러티브 업데이트 • Dec 24

PTT: Long Term Investment Plan And Lower Risk Will Support Steadier Returns

Analysts have raised their price target on PTT by approximately 9 percent to $29.17 per share, citing a lower perceived risk profile, slightly improving revenue trends, and modestly higher expected profit margins that support a richer forward earnings multiple. What's in the News Board meeting on December 18, 2025 to review a five year investment plan for 2026 to 2030 totaling THB 76,572 million for PTT and its wholly owned subsidiaries, signaling continued long term capital spending (company filing) Extraordinary General Meeting of Shareholders of Swap and Go Company Limited on October 27, 2025 approved the dissolution of the 100 percent owned subsidiary, in line with PTT strategy to refocus on core competitiveness and revisit non hydrocarbon businesses (company filing) Board meeting on November 13, 2025 to appoint a director to replace a resigning board member, based on a nomination committee recommendation (company filing) Board meeting on October 28, 2025 to appoint specific committee members and address other governance matters (company filing) Board meeting on October 16, 2025 to update authorized signatories, including designating Mr. Vuttikrai Leewiraphan as an authorized director and confirming new signing arrangements with the company seal (company filing) Valuation Changes The fair value estimate has risen moderately from $26.89 to $29.17 per share, reflecting a higher intrinsic valuation for PTT.
내러티브 업데이트 • Dec 09

PTT: Share Buyback And Dividend Policy Will Support Future Upside

Analysts have nudged their price target for PTT slightly higher to approximately $35.19 from about $35.03, citing modest improvements in expected revenue growth, profit margins, and a slightly lower projected discount rate and future price to earnings multiple. What's in the News PTT completed a share repurchase program, buying back 238,660,400 shares, or 0.84% of outstanding shares, for THB 7,548.9 million under the buyback announced on March 20, 2025 (Key Developments).
내러티브 업데이트 • Nov 25

PTT: Share Buyback And Lower Discount Rate Will Support Upside Momentum

Analyst Price Target Update for PTT Analysts have marginally raised their price target for PTT from $34.99 to $35.03. They cite improved revenue growth projections and a slightly lower discount rate as key factors behind the update.
내러티브 업데이트 • Nov 08

PTT: Reduced Discount Rate And Buyback Are Expected To Drive Upside

Analysts have slightly raised their price target for PTT, increasing it from $34.93 to $34.99. They cite a reduced discount rate and a stable revenue growth outlook as reasons for this change.
내러티브 업데이트 • Oct 25

Share Buyback and Director Appointments Will Shape Future Competitive Outlook

Analysts have slightly adjusted their price target for PTT, maintaining a fair value of $34.93. Improved discount rates and stable growth forecasts indicate steady expectations for the company's future performance.
내러티브 업데이트 • Oct 11

LNG And Renewable Energy Investments Will Improve Competitiveness But Face Regulatory Challenges

Analysts have updated their fair value estimate for PTT, raising the price target from $34.27 to $34.93. They cite improvements in profit margin outlook and a modestly lower discount rate, despite reduced revenue growth projections.
내러티브 업데이트 • Sep 27

LNG And Renewable Energy Investments Will Improve Competitiveness But Face Regulatory Challenges

Despite weaker revenue growth forecasts and a modest increase in future P/E, the consensus analyst price target for PTT edged up marginally from THB33.83 to THB34.27. What's in the News Completed share buyback of 238,660,400 shares (0.84%) for THB 7,548.9 million.
내러티브 업데이트 • Sep 05

LNG And Renewable Energy Investments Will Improve Competitiveness But Face Regulatory Challenges

PTT’s consensus revenue growth forecast has been revised meaningfully lower, which likely contributed to the marginal decrease in the consensus analyst price target from THB33.94 to THB33.83. What's in the News PTT divested its entire 50.001% indirect stake in Neo Mobility Asia Company Limited to MGC-ASIA Greentech Company Limited for approximately 83 million Baht, aligning with a strategic focus on core business competitiveness and a review of its Non-Hydrocarbon strategy.
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새로운 내러티브 • Nov 24

Expanding LNG And Renewables Brightens Future Amidst Oversupply And Oil Volatility Challenges

Strategy to expand LNG business and invest in renewable energy could boost revenue and improve net margins through operational synergies and efficiency gains.

이익 및 매출 성장 예측

SET:PTT - 애널리스트 향후 추정치 및 과거 재무 데이터 (THB Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20282,927,083112,466204,054328,79513
12/31/20272,819,507103,286166,162301,80217
12/31/20262,796,992102,173156,615297,88113
3/31/20262,680,65191,863100,272288,862N/A
12/31/20252,662,14589,356124,787299,366N/A
9/30/20252,748,03973,573155,658326,697N/A
6/30/20252,863,20970,291161,877332,334N/A
3/31/20253,008,39884,335169,090355,452N/A
12/31/20243,090,45390,072184,488373,240N/A
9/30/20243,173,273113,526150,419341,299N/A
6/30/20243,214,137128,499159,000346,523N/A
3/31/20243,170,352113,137196,243365,045N/A
12/31/20233,144,884112,024204,916382,045N/A
9/30/20233,134,86497,924277,042458,495N/A
6/30/20233,216,75375,501192,923386,402N/A
3/31/20233,365,54994,488135,383321,851N/A
12/31/20223,367,20391,39119,021191,700N/A
9/30/20223,258,867100,242-27,282133,856N/A
6/30/20222,933,144114,94273,470220,294N/A
3/31/20222,539,446100,373104,990245,282N/A
12/31/20212,258,818108,138180,081322,425N/A
9/30/20211,977,15593,764139,741283,084N/A
6/30/20211,801,86684,265100,089234,299N/A
3/31/20211,609,93471,76364,285207,789N/A
12/31/20201,615,66537,61168,710218,592N/A
9/30/20201,768,59741,28291,279238,185N/A
6/30/20201,923,43447,17783,217244,845N/A
3/31/20202,152,43260,80197,125256,414N/A
12/31/20192,219,73991,459N/A265,107N/A
9/30/20192,277,04993,868N/A272,426N/A
6/30/20192,345,593103,916N/A260,794N/A
3/31/20192,354,056108,093N/A258,384N/A
12/31/20182,336,155118,523N/A269,405N/A
9/30/20182,250,698134,418N/A276,286N/A
6/30/20182,118,896126,134N/A314,445N/A
3/31/20182,018,897127,028N/A325,173N/A
12/31/20171,995,722133,517N/A306,100N/A
9/30/20171,940,620116,572N/A293,262N/A
6/30/20171,900,614121,706N/A259,428N/A
3/31/20171,841,999115,255N/A255,509N/A
12/31/20161,718,84692,788N/A270,435N/A
9/30/20161,712,65673,999N/A272,313N/A
6/30/20161,781,46721,742N/A297,950N/A
3/31/20161,896,98520,875N/A265,812N/A
12/31/20152,025,55219,940N/A293,338N/A
9/30/20152,120,861-5,707N/A308,991N/A
6/30/20152,311,20346,233N/A299,463N/A

애널리스트 향후 성장 전망

수입 대 저축률: PTT 의 연간 예상 수익 증가율(6.5%)이 saving rate(2.2%)보다 높습니다.

수익 vs 시장: PTT 의 연간 수익(6.5%)이 TH 시장(10.2%)보다 느리게 성장할 것으로 예상됩니다.

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

수익 대 시장: PTT 의 수익(연간 2.9%)이 TH 시장(연간 9.5%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: PTT 의 수익(연간 2.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: PTT의 자본 수익률은 3년 후 8.9%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 01:46
종가2026/05/20 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.

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산업 및 섹터 지표

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분석가 소스

PTT Public Company Limited는 30명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Nalinrat KittikumpolratAsia Plus Securities Company Limited
Komsun SuksumrunBofA Global Research
Suppata SrisukBualuang Securities PCL