Indorama Ventures Public Company Limited

SET:IVL 주식 리포트

시가총액: ฿136.4b

Indorama Ventures 경영진

경영진 기준 점검 3/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Aloke Lohia

최고경영자

฿128.0m

총 보수

CEO 급여 비율43.80%
CEO 재임 기간16.7yrs
CEO 지분 보유율0.02%
경영진 평균 재임 기간15.3yrs
이사회 평균 재임 기간13.3yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 • May 09

IVL: Lower Discount Rate And Higher Future P/E Will Support Upside

Analysts have raised their price target on Indorama Ventures from THB 28.0 to THB 31.1 as they update their views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Board meeting scheduled for February 27, 2026 to consider convening the Annual General Meeting of Shareholders, which can shape upcoming decisions on dividends, capital allocation, and governance (Key Developments).
내러티브 업데이트 • Apr 23

IVL: Higher Future P/E Assumptions Will Constrain Share Price Upside

Analysts have raised their price target for Indorama Ventures from THB17.54 to THB21.00, citing updated assumptions on the discount rate, revenue trajectory, profit margin, and future P/E multiples as key drivers of the change. What's in the News Board meeting scheduled for Feb 27, 2026, to consider convening the Annual General Meeting of Shareholders, which may shed light on upcoming resolutions and corporate priorities (Key Developments).
내러티브 업데이트 • Apr 08

IVL: Higher Assumed P/E And Softer Margins Will Restrain Future Returns

Analysts now set their price target for Indorama Ventures at about THB17.54, compared with the prior fair value estimate of about THB14.82. This reflects updated views on a lower discount rate, a smaller expected revenue decline, slightly softer profit margins, and a higher assumed future P/E multiple.
내러티브 업데이트 • Mar 25

IVL: Green Chemistry And AI Will Shape Balanced Prospects Into 2026

Indorama Ventures' analyst price target has been adjusted slightly to THB 23.07 from THB 23.03, with analysts pointing to updated assumptions that include a different discount rate, higher modeled revenue growth, a lower profit margin, and a higher future P/E multiple. What's in the News Board meeting scheduled for Feb 27, 2026, with the agenda to consider convening the Annual General Meeting of Shareholders (Key Developments).
내러티브 업데이트 • Mar 10

IVL: Lower Discount Rate And Higher Future P/E Will Support Upside

Analysts have nudged their fair value estimate for Indorama Ventures slightly lower from THB 28.10 to THB 28.00, reflecting updated views around a reduced discount rate, higher assumed revenue growth, a slimmer profit margin, and a higher future P/E multiple. What's in the News Board meeting scheduled for Feb 27, 2026 to consider convening the Annual General Meeting of Shareholders, which can set the timetable for key shareholder decisions (Key Developments).
내러티브 업데이트 • Feb 23

IVL: Green Chemistry And AI Will Support Measured Future Return Potential

Analysts have trimmed their 12 month price target for Indorama Ventures slightly to THB23.03 from THB23.39, reflecting refreshed assumptions around the discount rate, revenue growth, profit margin and future P/E that point to only modest tweaks in their valuation views. What's in the News Indorama Ventures held an Analyst/Investor Day, which gave the market an opportunity to hear updated views and priorities directly from management (Key Developments).
내러티브 업데이트 • Feb 08

IVL: Lower Future P/E Multiple Will Limit Share Price Upside

Analysts have trimmed their price target for Indorama Ventures to approximately US$14.82 from about US$15.30, citing updated assumptions around discount rates, slightly different revenue expectations, improved profit margin forecasts, and a lower future P/E multiple. Valuation Changes Fair Value: Trimmed slightly from US$15.30 to about US$14.82 per share.
내러티브 업데이트 • Jan 25

IVL: Green Chemistry And AI Will Support Future Upside Potential

Analysts have slightly reduced their price target for Indorama Ventures to US$23.39 from about US$23.54, reflecting updated assumptions for more moderate revenue growth, a marginally lower profit margin outlook, and a slightly higher future P/E multiple, while keeping the discount rate unchanged. Valuation Changes Fair Value: reduced slightly from US$23.54 to US$23.39 per share.
내러티브 업데이트 • Jan 10

IVL: Stronger Margins And Lower P/E Will Support Upside Potential

Analysts have trimmed their price target for Indorama Ventures to $28.10, reflecting slightly softer revenue growth assumptions, together with a modestly higher profit margin outlook and a lower forward P/E multiple. Valuation Changes Fair Value: Unchanged at THB 28.10 per share, indicating no adjustment to the overall valuation anchor.
내러티브 업데이트 • Dec 26

IVL: Sustainability Breakthroughs In Fragrance Solubilization Will Support Stronger Profit Margins

Analysts have modestly reduced their price target for Indorama Ventures from THB 29.0 to THB 28.1, citing a higher required discount rate despite stronger expectations for revenue growth and profit margins in the future. What's in the News Indorama Ventures unit Indovinya launched an Open Innovation Challenge targeting sustainable fragrance solubilization solutions for the personal care market, in partnership with AEVO (Key Developments).
내러티브 업데이트 • Dec 12

IVL: Higher Required Returns And Lower Margins Will Temper Future Upside

Analysts have trimmed their fair value estimate for Indorama Ventures from about $18.00 to roughly $15.30 per share. They cite a higher required discount rate, weaker expected profit margins, and a richer future earnings multiple that together temper the upside case despite slightly improved revenue trends.
내러티브 업데이트 • Nov 27

IVL: Green Chemistry and AI Solutions Will Accelerate Market Leadership

Analysts have revised their price target for Indorama Ventures slightly downward from $24.18 to $23.54. This change is based on updated expectations for revenue growth and profit margins.
내러티브 업데이트 • Nov 11

IVL: Sustainable Solutions Drive Renewed Confidence Amid Market Opportunity

Analysts have lowered their price target for Indorama Ventures from $24.64 to $24.18. They cited revised growth assumptions and a slightly higher discount rate in their updated models.
User avatar
새로운 내러티브 • Dec 16

Indovinya And Indovida IPOs Plus PET Recycling Expansion To Boost Profits And Margins

Asset rationalization and restructuring initiatives aim to improve profitability by reducing costs and boosting operational efficiency.

CEO 보수 분석

Aloke Lohia의 보수는 Indorama Ventures의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

-฿10b

Dec 31 2025฿128m฿56m

-฿8b

Sep 30 2025n/an/a

-฿3b

Jun 30 2025n/an/a

-฿516m

Mar 31 2025n/an/a

-฿23b

Dec 31 2024n/an/a

-฿20b

Sep 30 2024n/an/a

-฿34b

Jun 30 2024n/an/a

-฿35b

Mar 31 2024n/an/a

-฿11b

Dec 31 2023฿130m฿59m

-฿12b

Sep 30 2023n/an/a

-฿11b

Jun 30 2023n/an/a

-฿3b

Mar 31 2023n/an/a

฿17b

Dec 31 2022฿120m฿51m

฿30b

Sep 30 2022n/an/a

฿47b

Jun 30 2022n/an/a

฿46b

Mar 31 2022n/an/a

฿34b

Dec 31 2021฿97m฿43m

฿26b

Sep 30 2021n/an/a

฿22b

Jun 30 2021n/an/a

฿15b

Mar 31 2021n/an/a

฿7b

Dec 31 2020฿68m฿40m

฿2b

Sep 30 2020n/an/a

-฿1b

Jun 30 2020n/an/a

-฿973m

Mar 31 2020n/an/a

฿1b

Dec 31 2019฿71m฿40m

฿4b

보상 대 시장: Aloke의 총 보수(USD3.91M)는 TH 시장에서 비슷한 규모 기업의 평균(USD74.98K)보다 높습니다.

보상과 수익: Aloke의 보상은 지난 1년 동안 회사 실적과 일치했습니다.

CEO

Aloke Lohia (66 yo)

16.7yrs
재임 기간
฿128,012,080
보수

Mr. Aloke Lohia, Ph D., serves as Non-Executive Non-Independent Director at EPL Limited since May 27, 2025. He serves as Group Chief Executive Officer of Indorama Ventures Public Company Limited.Mr. Lohia...

리더십 팀

이름직위재임 기간보수지분
Aloke Lohia
Vice Chairman & Group CEOno data฿128.01m0.018%
THB 24.3m
Sanjay Ahuja
Chief Operations Officer & Executive Directorless than a year฿754.72k0.0024%
THB 3.3m
Suchitra Lohia
Executive Director & Deputy Group CEOno data฿754.72k데이터 없음
Yashovardhan Lohia
Executive President of Petchem Projects & Executive Directorno data฿754.72k데이터 없음
Ashok Jain
Chief Financial Officer1.3yrs데이터 없음데이터 없음
Manoj Sharma
Head of Accounting14.3yrs데이터 없음0.00051%
THB 695.8k
Vikash Jalan
Senior Vice President of Business Reporting & Investor Relationsno data데이터 없음데이터 없음
Souvik Chowdhury
Head of Corporate Compliance & Company Secretary16.3yrs데이터 없음0.000010%
THB 13.6k
Richard Jones
Senior VP of Corporate Communications & Sustainability16.4yrs데이터 없음데이터 없음
Anil Ailani
Head of Internal Controlno data데이터 없음데이터 없음
Alexandru Erhan
VP and Head of Corporate Strategy & Investor Relationsno data데이터 없음데이터 없음
Narayanaswamy Subramanian
Head of Internal Audit Department17.3yrs데이터 없음데이터 없음
15.3yrs
평균 재임 기간
58.5yo
평균 나이

경험이 풍부한 관리: IVL의 경영진은 노련하고 경험이 풍부합니다(평균 재임 15.3 년).

이사회 구성원

이름직위재임 기간보수지분
Aloke Lohia
Vice Chairman & Group CEO16.7yrs฿128.01m0.018%
THB 24.3m
Sanjay Ahuja
Chief Operations Officer & Executive Director10.5yrs฿754.72k0.0024%
THB 3.3m
Suchitra Lohia
Executive Director & Deputy Group CEO16.7yrs฿754.72k데이터 없음
Yashovardhan Lohia
Executive President of Petchem Projects & Executive Director7.1yrs฿754.72k데이터 없음
Tevin Vongvanich
Independent Director7.1yrs฿3.18m0.0036%
THB 4.9m
Rathian Srimongkol
Lead Independent Director & Vice Chairman of the Board16.7yrs฿3.29m0.018%
THB 24.1m
Amit Lohia
Non-Executive Director16.7yrs฿1.71m데이터 없음
Dilip Agarwal
Non-Executive Director16.1yrs฿121.63m0.010%
THB 13.7m
Sri Lohia
Non-Executive Chairman16.7yrs฿2.33m데이터 없음
Niramarn Laisathit
Independent Director2.1yrs฿1.62m0.000020%
THB 27.3k
Kaisri Nuengsigkapian
Independent Director5.9yrs฿2.61m데이터 없음
Harald Link
Independent Director4.5yrs฿1.64m0.036%
THB 48.6m
13.3yrs
평균 재임 기간
64yo
평균 나이

경험이 풍부한 이사회: IVL의 이사회는 노련하고 경험이 풍부합니다(평균 재임 13.3 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 18:07
종가2026/05/21 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 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

Indorama Ventures Public Company Limited는 21명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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