Erawan Group Toekomstige groei
Future criteriumcontroles 1/6
Erawan Group zal naar verwachting groeien in winst en omzet met respectievelijk 7.2% en 4.9% per jaar. De winst per aandeel zal naar verwachting groeien met 6.4% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 10.2% zijn.
Belangrijke informatie
7.2%
Groei van de winst
6.38%
Groei van de winst per aandeel
| Hospitality winstgroei | 10.0% |
| Inkomstengroei | 4.9% |
| Toekomstig rendement op eigen vermogen | 10.18% |
| Dekking van analisten | Good |
| Laatst bijgewerkt | 05 May 2026 |
Recente toekomstige groei-updates
Recent updates
ERW: Cash Dividend And Premium P E Multiple Will Support Future Upside
Analysts have trimmed their fair value estimate for Erawan Group to THB4.67 from THB4.74, reflecting slightly higher discount rate assumptions and a more cautious view on future profit margins, even as revenue growth expectations and forward P/E remain broadly aligned with prior forecasts. What's in the News A board meeting is scheduled for February 24, 2026, with an agenda to consider a cash dividend payment, as notified to the President of the Stock Exchange of Thailand (Key Developments).ERW: Dividend Policy And Premium P E Multiple Will Support Upside
Analysts have nudged their price target for Erawan Group slightly lower to THB4.74 from THB4.80, reflecting small adjustments to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Board meeting scheduled for February 24, 2026 to consider a cash dividend payment, as notified to the President of the Stock Exchange of Thailand (Key Developments).ERW: Higher Future P E And Dividend Outlook Will Support Upside Potential
Analysts have nudged their price target on Erawan Group slightly higher, reflecting updated assumptions that include a fair value shift from THB 4.69 to THB 4.74, a higher discount rate, and revised expectations for revenue growth, profit margin, and future P/E. What's in the News A board meeting is scheduled for February 24, 2026, with an agenda that includes considering a cash dividend payment, as disclosed to the Stock Exchange of Thailand (Key Developments).
ERW: Dividend Plan And Slightly Higher P/E Assumption Will Support Upside Potential
Analysts have inched up their fair value estimate for Erawan Group to THB3.10 from THB3.00, citing slightly higher assumptions for revenue growth, profit margin and future P/E, along with an updated discount rate. What's in the News Board meeting scheduled for February 24, 2026, to consider a cash dividend payment, as disclosed to the Stock Exchange of Thailand (company filing).ERW: Higher Discount Rate And Dividend Plan Will Shape Balanced Outlook
Analysts have adjusted their view on Erawan Group, with the THB price target now reflecting a slightly higher discount rate, a more conservative revenue growth outlook, stronger projected profit margins, and a lower future P/E. Together, these factors point to a more earnings-focused rationale behind the updated valuation.ERW: Future Asoke Lease And Lower Discount Rate Signal Balanced Outlook
Analysts have raised their price target for Erawan Group, citing adjustments to fair value, discount rate, revenue, profit margin, and expected future P/E to support the higher THB valuation. What's in the News Board meeting scheduled for Nov 24, 2025 to consider a long term land lease agreement with Akkara Sarapa Company Limited, the landowner.ERW: Asoke Land Lease Will Support Future Margin Expansion And Upside Potential
Analysts have raised their fair value estimate for Erawan Group to ฿4.69 from ฿4.62, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E expectations as the main drivers of the change. What's in the News Board meeting scheduled for Nov 24, 2025 to review and approve a long term land lease agreement with Akkara Sarapa Company Limited for a plot near BTS Asoke Station in Bangkok, covering 20 41.8 rai (Key Developments).ERW: Asoke Land Lease Will Support Future Margin Expansion And Upside Potential
Analysts have slightly adjusted their price target for Erawan Group, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. Together, these factors point to a refined view of the stock's risk and earnings potential in monetary terms.ERW: Asoke Land Lease Will Support Future Margin Expansion And Upside Potential
Analysts have trimmed their price target for Erawan Group slightly, pointing to a modestly lower fair value per share of THB4.62 from THB4.66. This reflects a higher discount rate, a small adjustment to revenue growth assumptions, a higher future P/E multiple, and slightly softer profit margin expectations.ERW: Asoke Land Lease Will Support Future Margin Expansion And Upside Potential
Analysts have trimmed their price target on Erawan Group slightly to THB 4.66 from THB 4.71, citing modestly lower discount rate and revenue growth assumptions, a marginally improved profit margin outlook, and a slightly reduced expected future P E multiple. What's in the News Board approves entry into a long term land lease agreement with Akkara Sarapa Company Limited for a 20 41.8 rai plot near BTS Asoke Station in Bangkok, positioning the company for future development in a prime transit oriented location (Board Meeting disclosure).ERW: Long-Term Asoke Land Lease Will Support Margin Expansion
Analysts have nudged their price target on Erawan Group slightly higher to reflect a modest increase in fair value, supported by expectations of stronger profit margins and a marginally lower discount rate, despite tempering revenue growth and future P/E assumptions. What's in the News The board approved entry into a long-term land lease agreement with Akkara Sarapa Company Limited for a 20-41.8 rai plot near BTS Asoke Station in Bangkok, positioning the group for a new hospitality or mixed-use project in a prime transit location (Board Meeting filing).
Holiday Inn Pattaya Renovation May Improve Occupancy But Profit Margins Could Shrink Amid Challenges
Revenue growth is likely to benefit from expansions in the mid-scale, luxury, and budget segments, along with effective yield management.Winst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 12/31/2028 | 9,164 | 1,039 | -510 | 2,401 | 8 |
| 12/31/2027 | 8,773 | 985 | -780 | 2,104 | 15 |
| 12/31/2026 | 8,273 | 916 | -1,464 | 1,913 | 15 |
| 12/31/2025 | 7,930 | 838 | 1,329 | 2,386 | N/A |
| 9/30/2025 | 7,897 | 843 | 1,347 | 2,341 | N/A |
| 6/30/2025 | 7,964 | 911 | 1,441 | 2,476 | N/A |
| 3/31/2025 | 8,054 | 1,209 | -123 | 2,660 | N/A |
| 12/31/2024 | 8,039 | 1,281 | -212 | 2,818 | N/A |
| 9/30/2024 | 7,697 | 1,117 | -461 | 2,652 | N/A |
| 6/30/2024 | 7,584 | 1,141 | -1,803 | 2,605 | N/A |
| 3/31/2024 | 7,383 | 921 | -239 | 2,447 | N/A |
| 12/31/2023 | 7,037 | 743 | 1 | 2,281 | N/A |
| 9/30/2023 | 6,881 | 768 | 365 | 2,516 | N/A |
| 6/30/2023 | 6,428 | 609 | 1,454 | 2,216 | N/A |
| 3/31/2023 | 5,794 | 327 | 1,049 | 1,760 | N/A |
| 12/31/2022 | 4,666 | -224 | 486 | 1,289 | N/A |
| 9/30/2022 | 3,566 | -709 | -298 | 494 | N/A |
| 6/30/2022 | 2,530 | -1,321 | -792 | -38 | N/A |
| 3/31/2022 | 1,793 | -1,871 | -1,053 | -367 | N/A |
| 12/31/2021 | 1,536 | -2,050 | -1,237 | -634 | N/A |
| 9/30/2021 | 1,512 | -2,278 | -1,189 | -638 | N/A |
| 6/30/2021 | 1,693 | -2,169 | -1,037 | -535 | N/A |
| 3/31/2021 | 1,506 | -2,105 | -1,167 | -692 | N/A |
| 12/31/2020 | 2,337 | -1,715 | -1,165 | -536 | N/A |
| 9/30/2020 | 3,467 | -1,066 | -851 | 55 | N/A |
| 6/30/2020 | 4,537 | -509 | -797 | 583 | N/A |
| 3/31/2020 | 5,864 | 108 | -456 | 1,238 | N/A |
| 12/31/2019 | 6,416 | 446 | -31 | 1,780 | N/A |
| 9/30/2019 | 6,412 | 450 | N/A | 1,721 | N/A |
| 6/30/2019 | 6,347 | 448 | N/A | 1,621 | N/A |
| 3/31/2019 | 6,300 | 485 | N/A | 1,731 | N/A |
| 12/31/2018 | 6,313 | 536 | N/A | 1,744 | N/A |
| 9/30/2018 | 6,174 | 518 | N/A | 1,747 | N/A |
| 6/30/2018 | 6,190 | 556 | N/A | 1,742 | N/A |
| 3/31/2018 | 6,188 | 584 | N/A | 1,727 | N/A |
| 12/31/2017 | 6,037 | 506 | N/A | 1,680 | N/A |
| 9/30/2017 | 5,881 | 448 | N/A | 1,564 | N/A |
| 6/30/2017 | 5,806 | 424 | N/A | 1,547 | N/A |
| 3/31/2017 | 5,736 | 383 | N/A | 1,535 | N/A |
| 12/31/2016 | 5,652 | 367 | N/A | 1,416 | N/A |
| 9/30/2016 | 5,614 | 364 | N/A | 1,386 | N/A |
| 6/30/2016 | 5,455 | 289 | N/A | 1,289 | N/A |
| 3/31/2016 | 5,381 | 247 | N/A | 1,334 | N/A |
| 12/31/2015 | 5,286 | 195 | N/A | 1,304 | N/A |
| 9/30/2015 | 5,256 | 146 | N/A | 1,369 | N/A |
| 6/30/2015 | 5,065 | 83 | N/A | 1,387 | N/A |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De verwachte winstgroei ERW ( 7.2% per jaar) ligt boven de spaarquote ( 2.2% ).
Winst versus markt: De winst van ERW ( 7.2% per jaar) zal naar verwachting langzamer groeien dan de markt TH ( 11.2% per jaar).
Hoge groeiwinsten: De winst van ERW zal naar verwachting groeien, maar niet aanzienlijk.
Omzet versus markt: De omzet van ERW ( 4.9% per jaar) zal naar verwachting langzamer groeien dan de markt TH ( 9.6% per jaar).
Hoge groei-inkomsten: De omzet van ERW ( 4.9% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Het rendement op eigen vermogen ERW zal naar verwachting over 3 jaar laag zijn ( 10.2 %).
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/07 03:17 |
| Aandelenkoers aan het einde van de dag | 2026/05/07 00:00 |
| Inkomsten | 2025/12/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
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| Beheer | 10 jaar |
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| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
The Erawan Group Public Company Limited wordt gevolgd door 23 analisten. 16 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Teerapol Udomvej | BofA Global Research |
| Narumon Ekasamut | Bualuang Securities PCL |
| Kalvalee Thongsomaung | Bualuang Securities PCL |