Semirara Mining and Power Future Growth

Future criteria checks 1/6

Semirara Mining and Power's revenue and earnings are forecast to decline at 10.1% and 4.2% per annum respectively. EPS is expected to decline by 4.2% per annum. Return on equity is forecast to be 24.5% in 3 years.

Key information

-4.2%

Earnings growth rate

-4.2%

EPS growth rate

Oil and Gas earnings growth	3.5%
Revenue growth rate	-10.1%
Future return on equity	24.5%
Analyst coverage	Low
Last updated	02 Nov 2024

Recent future growth updates

Recent updates

Earnings and Revenue Growth Forecasts

PSE:SCC - Analysts future estimates and past financials data (PHP Millions)
Date	Revenue	Earnings	Free Cash Flow	Cash from Op	Avg. No. Analysts
12/31/2026	55,033	20,968	22,984	26,984	1
12/31/2025	63,028	19,268	23,738	24,773	3
12/31/2024	68,864	22,296	20,986	26,005	3
9/30/2024	70,431	21,026	26,406	31,192	N/A
6/30/2024	68,981	21,309	20,337	25,492	N/A
3/31/2024	74,679	25,442	33,569	38,539	N/A
12/31/2023	76,960	27,933	32,183	36,200	N/A
9/30/2023	74,161	26,531	26,134	29,854	N/A
6/30/2023	83,693	33,281	34,355	38,217	N/A
3/31/2023	82,779	33,874	30,705	33,854	N/A
12/31/2022	91,129	39,871	36,471	40,775	N/A
9/30/2022	87,559	41,860	38,566	42,426	N/A
6/30/2022	80,399	35,723	35,396	38,830	N/A
3/31/2022	72,211	28,921	28,773	33,506	N/A
12/31/2021	52,424	16,200	17,408	21,280	N/A
9/30/2021	46,408	10,592	16,168	21,816	N/A
6/30/2021	39,619	7,328	11,926	18,218	N/A
3/31/2021	30,249	4,400	4,613	9,241	N/A
12/31/2020	28,250	3,287	4,336	9,825	N/A
9/30/2020	29,994	4,421	4,307	11,917	N/A
6/30/2020	33,542	6,252	5,875	15,008	N/A
3/31/2020	41,786	8,777	9,495	22,026	N/A
12/31/2019	44,252	9,679	12,493	24,138	N/A
9/30/2019	45,234	11,609	9,065	18,846	N/A
6/30/2019	41,386	9,712	289	14,501	N/A
3/31/2019	40,277	9,544	413	8,521	N/A
12/31/2018	41,969	12,025	-36	9,503	N/A
9/30/2018	42,879	11,322	7,730	15,594	N/A
6/30/2018	48,075	14,319	N/A	18,580	N/A
3/31/2018	45,023	14,361	N/A	20,826	N/A
12/31/2017	43,943	14,209	N/A	19,574	N/A
9/30/2017	42,789	14,034	N/A	16,885	N/A
6/30/2017	39,872	13,547	N/A	17,368	N/A
3/31/2017	40,307	13,553	N/A	18,624	N/A
12/31/2016	36,584	12,041	N/A	17,284	N/A
9/30/2016	31,156	11,836	N/A	14,882	N/A
6/30/2016	27,503	10,143	N/A	13,905	N/A
3/31/2016	24,063	8,886	N/A	10,241	N/A
12/31/2015	24,680	8,487	N/A	10,684	N/A
9/30/2015	27,278	9,159	N/A	12,494	N/A
6/30/2015	28,323	8,922	N/A	11,232	N/A
3/31/2015	29,191	7,351	N/A	9,649	N/A
12/31/2014	28,585	6,861	N/A	11,926	N/A
9/30/2014	30,476	6,063	N/A	9,809	N/A
6/30/2014	29,852	6,586	N/A	12,209	N/A
3/31/2014	28,295	8,532	N/A	16,086	N/A
12/31/2013	27,331	7,520	N/A	12,655	N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: SCC's earnings are forecast to decline over the next 3 years (-4.2% per year).

Earnings vs Market: SCC's earnings are forecast to decline over the next 3 years (-4.2% per year).

High Growth Earnings: SCC's earnings are forecast to decline over the next 3 years.

Revenue vs Market: SCC's revenue is expected to decline over the next 3 years (-10.1% per year).

High Growth Revenue: SCC's revenue is forecast to decline over the next 3 years (-10.1% per year).

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: SCC's Return on Equity is forecast to be high in 3 years time (24.5%)

Semirara Mining and Power Future Growth

Future criteria checks 1/6

Key information

Recent future growth updates

Consensus EPS estimates fall by 10%

Consensus EPS estimates increase by 12%

Consensus revenue estimates decrease by 11%

Semirara Mining and Power Corporation Provides Profit Guidance

Price target increased to ₱38.26

Consensus EPS estimates increase by 18%

Recent updates

Third quarter 2024 earnings released: EPS: ₱0.73 (vs ₱0.80 in 3Q 2023)

First half dividend reduced to ₱2.50

Semirara Mining and Power Corporation Approves Special Cash Dividend, Payable on November 14, 2024

Insider recently bought ₱972k worth of stock

Second quarter 2024 earnings released: EPS: ₱1.42 (vs ₱2.40 in 2Q 2023)

Non-Executive Director recently bought ₱1.0m worth of stock

Consensus EPS estimates fall by 10%

First quarter 2024 earnings released: EPS: ₱1.54 (vs ₱2.12 in 1Q 2023)

Dacon Corporation, DMCI Holdings, Inc. (PSE:DMC) and Semirara Mining and Power Corporation (PSE:SCC) signed signed a share purchase agreement to acquire Cemex Asian South East Corporation from CEMEX Espana, S.A.

Full year 2023 earnings: EPS and revenues miss analyst expectations

Dividend of ₱3.50 announced

Semirara Mining and Power Corporation Approves Regular Cash Dividend for the Period as of December 31, 2023, Payable on April 19, 2024

Semirara Mining and Power Corporation Approves Regular Cash Dividend for the Period as of December 31, 2023, Payable on April 19, 2024

Semirara Mining and Power Corporation, Annual General Meeting, May 06, 2024

Third quarter 2023 earnings released: EPS: ₱0.80 (vs ₱2.39 in 3Q 2022)

Upcoming dividend of ₱3.50 per share at 20% yield

Semirara Mining and Power Corporation Approves Special Cash Dividend, Payable on November 8, 2023

Consensus EPS estimates increase by 12%

Second quarter 2023 earnings released: EPS: ₱2.40 (vs ₱2.54 in 2Q 2022)

President recently bought ₱1.9m worth of stock

Non-Executive Director recently bought ₱2.8m worth of stock

Lead Independent Director recently bought ₱2.0m worth of stock

Non-Executive Director recently bought ₱2.2m worth of stock

Non-Executive Director recently bought ₱975k worth of stock

First quarter 2023 earnings released: EPS: ₱2.12 (vs ₱3.54 in 1Q 2022)

Now 25% undervalued after recent price drop

Consensus revenue estimates decrease by 11%

Full year 2022 earnings: EPS and revenues miss analyst expectations

Insider recently bought ₱506k worth of stock

Semirara Mining and Power Corporation Provides Profit Guidance

Announces Receipt of Summons for Illegal Dismissal

Less than half of directors are independent

Third quarter 2022 earnings released: EPS: ₱2.39 (vs ₱0.94 in 3Q 2021)

Investor sentiment deteriorated over the past week

Now 21% undervalued after recent price drop

Semirara Mining and Power Corporation Approves the Declaration of Special Cash Dividend , Payable on November 15, 2022

Now 20% undervalued

Price target increased to ₱38.26

Second quarter 2022 earnings released: EPS: ₱2.54 (vs ₱0.94 in 2Q 2021)

Semirara Mining and Power Corporation Announces the Resignation of Karmine Andrea S.J. Ching, AVP-Corporate Planning

President recently sold ₱11m worth of stock

Consensus EPS estimates increase by 18%

Investor sentiment improved over the past week

Consensus EPS estimates increase by 16%

Price target increased to ₱30.08

First quarter 2022 earnings: EPS and revenues exceed analyst expectations

Non-Executive Director recently bought ₱1.4m worth of stock

Semirara Mining and Power Corporation Completes Mine Rehab of Largest Open Pit in PH

Regional Trial Court Dismiss the Case for Lack of Legal Capacity to Sue against Semirara Mining and Power Corporation

Less than half of directors are independent

Semirara Mining and Power Corporation Approves Cash Dividend for Period Ended December 31, 2021

Investor sentiment improved over the past week

Semirara Mining and Power Corporation, Annual General Meeting, May 02, 2022

Price target increased to ₱22.55

Third quarter 2021 earnings released: EPS ₱0.94 (vs ₱0.18 in 3Q 2020)

Investor sentiment improved over the past week

Independent Director recently bought ₱2.4m worth of stock

Investor sentiment improved over the past week

Price target increased to ₱15.68

Non-Executive Director recently bought ₱497k worth of stock

Consensus EPS estimates increase to ₱2.22

Second quarter 2021 earnings released: EPS ₱0.94 (vs ₱0.25 in 2Q 2020)

Investor sentiment improved over the past week

Price target decreased to ₱13.94

Non-Executive Director recently bought ₱760k worth of stock

First quarter 2021 earnings released: EPS ₱0.54 (vs ₱0.28 in 1Q 2020)

Non-Executive Director recently bought ₱126k worth of stock

Director has left the company

Consensus EPS estimates increase to ₱1.83