Semirara Mining and Power Corporation

PSE:SCC Stock Report

Market Cap: ₱92.7b

Semirara Mining and Power Past Earnings Performance

Past criteria checks 2/6

Semirara Mining and Power's earnings have been declining at an average annual rate of -3.7%, while the Oil and Gas industry saw earnings growing at 16.4% annually. Revenues have been growing at an average rate of 1.5% per year. Semirara Mining and Power's return on equity is 21%, and it has net margins of 24.5%.

Key information

-3.68%

Earnings growth rate

-3.68%

EPS growth rate

Oil and Gas Industry Growth8.93%
Revenue growth rate1.47%
Return on equity21.02%
Net Margin24.50%
Last Earnings Update31 Mar 2026

Recent past performance updates

Recent updates

Narrative Update • Jun 29

SCC: Higher P/E Assumptions Will Offset Softer Coal Margins

Analysts have raised their price target on Semirara Mining and Power from ₱20.00 to ₱22.30, citing revised expectations that factor in a slightly higher discount rate, lower projected revenue growth and profit margins, and a higher assumed future P/E multiple. What's in the News Semirara Mining and Power reported first quarter 2026 production results, with coal output at 5.9 million metric tons, compared with 5.7 million metric tons in the same period last year, supported by improved access to coal seams at the Narra mine as it approaches depletion this year.
Narrative Update • Jun 15

SCC: Future Upside Will Rely On Stable Margins And Coal Production

Analysts have kept their ₱31.00 fair value estimate for Semirara Mining and Power unchanged, citing stable assumptions around discount rate, expected revenue contraction, profit margin, and future P/E as the basis for maintaining their prior view. What's in the News A board meeting is scheduled for May 4, 2026 to elect officers and appoint committee members to serve until their successors are duly elected and qualified.
Narrative Update • Jun 01

SCC: Future Upside Will Rely On Sustained Margins And Higher P/E

Analysts have nudged their fair value estimate for Semirara Mining and Power up from ₱30.43 to ₱31.00, citing updated assumptions that include a lower revenue growth outlook, slightly softer profit margins, and a higher future P/E multiple. What's in the News Board meeting set for May 4, 2026, to elect officers and appoint committee members to serve until their successors are elected and qualified (company filing) Company reported first quarter 2026 coal production of 5.9 million metric tons, up from 5.7 million metric tons in the same period last year, supported by improved access to coal seams at the Narra mine as it approaches depletion in 2026 (company announcement) Board meeting scheduled for April 29, 2026, to review the unaudited consolidated financial statements for the period ended March 31, 2026 (company filing) Board meeting held on March 10, 2026, to consider and approve the audited consolidated financial statements for the year ended December 31, 2025, and to consider the reappointment of SyCip Gorres Velayo & Co. as independent external auditor for 2026 (company filing) Valuation Changes Fair Value: Raised slightly from ₱30.43 to ₱31.00 per share.
Narrative Update • May 07

SCC: Future Upside Will Rely On Sustained Margins And Higher P/E

Analysts have trimmed their fair value estimate for Semirara Mining and Power to ₱30.43 from ₱30.65, reflecting updated assumptions for revenue growth, profit margins, and future P/E. What's in the News Board meeting scheduled for March 10, 2026, to consider and approve the audited consolidated financial statements for the period ended December 31, 2025, and to consider the reappointment of SyCip Gorres Velayo & Co. as independent external auditor for calendar year 2026 (company disclosure).
Narrative Update • Apr 17

SCC: Fair Outlook Will Rely On Margins And Lower Future P/E

Analysts have raised their price target for Semirara Mining and Power by ₱4.00 to ₱30.65, citing updated assumptions for revenue growth, profit margin, and a lower future P/E multiple. What's in the News Board meeting scheduled on Mar 10, 2026, to consider and approve the audited consolidated financial statements for the period ended Dec 31, 2025 (Key Developments).
Narrative Update • Apr 03

SCC: Fair Outlook Will Rely On Margins And Moderated P/E Assumptions

Analysts have trimmed their price target on Semirara Mining and Power from ₱29.97 to ₱26.65, citing updated assumptions for revenue trends, margins, and a slightly lower forward P/E multiple. What's in the News Board meeting scheduled for March 10, 2026, to review and approve the audited consolidated financial statements for the period ended December 31, 2025 (Key Developments) Board set to consider the reappointment of SyCip Gorres Velayo & Co. as independent external auditor for the 2026 calendar year (Key Developments) Valuation Changes Fair Value: trimmed from ₱29.97 to ₱26.65, reflecting a lower implied valuation level.
New Narrative • Mar 26

Record Coal Volumes And Low Leverage Will Support Stronger Long Term Prospects

Catalysts About Semirara Mining and Power Semirara Mining and Power Corporation is an integrated coal mining and power generation company in the Philippines, operating coal mines on Semirara Island and coal fired power plants in Calaca. What are the underlying business or industry changes driving this perspective?
Narrative Update • Mar 19

SCC: Fair Outlook Will Depend On Stable Margins And Steady P E

Analysts have kept their fair value estimate for Semirara Mining and Power steady at about ₱29.97 per share, reflecting only marginal tweaks to assumptions such as discount rate, revenue growth and profit margin in their updated price target work. What's in the News Board meeting scheduled for March 10, 2026 to review and approve the audited consolidated financial statements for the period ended December 31, 2025 (Key Developments).
New Narrative • Mar 12

Coal Contract Uncertainty And Renewable Buildout Will Pressure Long Term Earnings Quality

Catalysts About Semirara Mining and Power Semirara Mining and Power Corporation is an integrated coal mining and coal fired power generation company operating on Semirara Island in the Philippines. What are the underlying business or industry changes driving this perspective?
Narrative Update • Mar 05

SCC: Fair Outlook Will Rely On Stable Margins And Lower P E

Narrative Update on Semirara Mining and Power The analyst price target for Semirara Mining and Power has been adjusted slightly higher to around ₱29.97 from about ₱29.81. Analysts attribute this revision to updated assumptions that include a smaller forecast revenue decline, a modestly higher profit margin near 28%, and a lower implied future P/E ratio of about 13.6x.
Narrative Update • Feb 19

SCC: Higher Future P E Multiple Will Support Returns

Analysts have trimmed their fair value estimate for Semirara Mining and Power from ₱30.33 to ₱29.81, citing updated assumptions for revenue trends, profit margins, and a higher future P/E multiple. Valuation Changes Fair Value: Trimmed slightly from ₱30.33 to ₱29.81 per share.
Narrative Update • Dec 26

SCC: Special Dividend Will Support Returns While Outlook Remains Balanced

Analysts have maintained their price target for Semirara Mining and Power at PHP 30.33, reflecting unchanged assumptions on the discount rate, revenue growth, profit margins, and forward valuation multiples. What's in the News Board meeting scheduled on October 30, 2025 to review and approve unaudited consolidated financial statements for the nine months ended September 30, 2025 (company disclosure) Board approved a special cash dividend of PHP 1.25 per common share at its October 20, 2025 meeting, to be sourced from unrestricted retained earnings as of September 30, 2025 (company disclosure) Record date for the special dividend set for November 4, 2025, with ex dividend date on November 3, 2025 and payment date on November 20, 2025 (company disclosure) Valuation Changes Consensus analyst price target: unchanged at approximately ₱30.33 per share, indicating no revision to fair value assumptions.
Narrative Update • Dec 12

SCC: Special Cash Dividend Will Support Returns As Margins Ease

Analysts have modestly adjusted their price target on Semirara Mining and Power to align with a fair value estimate of PHP 30.33 per share. This reflects a stable outlook supported by unchanged assumptions on revenue growth, profit margins, and future valuation multiples.
Narrative Update • Nov 27

SCC: Special Cash Dividend And Lower Margins Will Balance Outlook

Analysts have lowered their price target for Semirara Mining and Power from ₱33.33 to ₱30.33, citing expectations for slower revenue growth and a reduced profit margin outlook. What's in the News The Board of Directors approved a special cash dividend of PHP 1.25 per common share.
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New Narrative • May 11

Acacia And Narra Mine Efficiency Will Support Resilient Operations

Approval of the DENR certificate for Acacia mine could boost revenue through increased coal production and operational efficiency gains.

Revenue & Expenses Breakdown

How Semirara Mining and Power makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

PSE:SCC Revenue, expenses and earnings (PHP Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
31 Mar 2651,14912,5312,6270
31 Dec 2552,23213,0602,8150
30 Sep 2558,78113,8162,3560
30 Jun 2559,93115,4582,3860
31 Mar 2563,27717,4422,6000
31 Dec 2465,19419,6302,3200
30 Sep 2470,43121,0262,9630
30 Jun 2468,98121,3092,1900
31 Mar 2474,67925,4422,0780
31 Dec 2376,96027,9332,0570
30 Sep 2374,16126,5312,0710
30 Jun 2383,69333,2812,3960
31 Mar 2382,77933,8742,3020
31 Dec 2291,12939,8711,9220
30 Sep 2287,55941,860-2,2370
30 Jun 2280,39935,723-7040
31 Mar 2272,21128,9211,6010
31 Dec 2152,42416,2001,5940
30 Sep 2146,40810,5924,4570
30 Jun 2139,6197,3282,9110
31 Mar 2130,2494,4006080
31 Dec 2028,2503,2871,4170
30 Sep 2029,9944,421-350
30 Jun 2033,5426,2526040
31 Mar 2041,7868,7771,5530
31 Dec 1944,2529,6791,7040
30 Sep 1945,23411,6091,2690
30 Jun 1941,3869,7126510
31 Mar 1940,2779,5441,0050
31 Dec 1841,96912,0251,5310
30 Sep 1842,87911,3221,6630
30 Jun 1848,07514,3192,6650
31 Mar 1845,02314,3611,9350
31 Dec 1743,94314,2091,4610
30 Sep 1742,78914,0342,0480
30 Jun 1739,87213,5471,4310
31 Mar 1740,30713,5531,8070
31 Dec 1636,58412,0411,3080
30 Sep 1631,15611,8363,3530
30 Jun 1627,50310,1432,8860
31 Mar 1624,0638,8861,9390
31 Dec 1524,6808,4871,9350
30 Sep 1527,2789,1599910

Quality Earnings: SCC has high quality earnings.

Growing Profit Margin: SCC's current net profit margins (24.5%) are lower than last year (27.6%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: SCC's earnings have declined by 3.7% per year over the past 5 years.

Accelerating Growth: SCC's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: SCC had negative earnings growth (-28.2%) over the past year, making it difficult to compare to the Oil and Gas industry average (24.5%).

Return on Equity

High ROE: SCC's Return on Equity (21%) is considered high.

Return on Assets

Return on Capital Employed

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/10 08:37
End of Day Share Price 2026/07/10 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Semirara Mining and Power Corporation is covered by 10 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Julian Vincent RoxasBofA Global Research
Jan Derrick GuarinCLSA
George ChingCOL Financial Group, Inc