Robinsons Land Corporation

PSE:RLC Stock Report

Market Cap: ₱83.1b

Robinsons Land Past Earnings Performance

Past criteria checks 3/6

Robinsons Land has been growing earnings at an average annual rate of 15.9%, while the Real Estate industry saw earnings growing at 19.5% annually. Revenues have been growing at an average rate of 6.7% per year. Robinsons Land's return on equity is 8.5%, and it has net margins of 27.2%.

Key information

15.94%

Earnings growth rate

17.66%

EPS growth rate

Real Estate Industry Growth8.04%
Revenue growth rate6.71%
Return on equity8.49%
Net Margin27.18%
Last Earnings Update31 Mar 2026

Recent past performance updates

Recent updates

Narrative Update • Jul 07

RLC: Property Swap And Dividend Stream Will Support Future Upside

Analysts have trimmed their price target on Robinsons Land to ₱26.60 from ₱30.00, reflecting updated assumptions for slightly lower revenue growth, profit margins and future P/E, partly offset by a modestly reduced discount rate. What’s in the News for Robinsons Land A board meeting is scheduled for Jun 23, 2026 to approve a proposed property-for-share swap transaction between Robinsons Land Corporation (RLC) and RL Commercial REIT Inc.
Narrative Update • Jun 23

RLC: Victoria Plaza Redevelopment And Dividend Will Support Future Repricing Potential

Analysts have nudged their price target for Robinsons Land slightly higher to ₱22.73 from ₱22.30, reflecting updated assumptions for discount rates, revenue growth, profit margins, and forward P/E estimates. What's in the News A board meeting is scheduled for May 13, 2026, with agenda items including the election of officers, appointment of committee members, and approval of Mr. Bienvenido S.
Narrative Update • Jun 05

RLC: Lower Discount Rate And Governance Reforms Will Support Future Upside Potential

Analysts have lifted their price target on Robinsons Land from ₱14.00 to ₱20.20, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E that adjust their valuation view on the stock. What's in the News Board meeting scheduled for May 13, 2026 to elect officers, appoint committee members, and consider the appointment of Mr. Bienvenido S.
Narrative Update • May 01

RLC: Victoria Plaza Redevelopment Will Set Up Future Repricing Opportunity

Analysts have nudged their price target for Robinsons Land from ₱21.74 to ₱22.30, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Robinsons Land is in the process of acquiring the approximately 9 hectare property where the Victoria Plaza complex is located.
Narrative Update • Apr 17

RLC: Equity Offering And By Law Changes Will Likely Pressure Future Returns

Analysts have kept their fair value estimate for Robinsons Land steady at ₱14.00. They cited slightly lower assumed discount rates, more conservative revenue growth expectations, and a marginally higher profit margin outlook.
Narrative Update • Apr 02

RLC: Follow On Offering And Governance Changes Will Support Future Upside

Analysts kept their fair value estimate for Robinsons Land steady at ₱30.00 per share, with only small tweaks to inputs such as discount rate, revenue growth, profit margin, and future P/E assumptions guiding this unchanged price target. What's in the News At the 2026 AGM on May 13, 2026, shareholders are set to vote on amendments to the by laws that would raise the quorum for board meetings from a majority to two thirds of directors, and require written notice of board meetings at least 5 business days in advance via personal delivery, mail, or electronic means (Key Developments).
Narrative Update • Mar 19

RLC: Follow On Offering Will Support Future Upside To Steady Fair Value

Analysts have maintained their ₱30.00 price target for Robinsons Land, citing slightly higher assumed profit margins and a modestly lower future P/E multiple that together offset adjustments to revenue growth and discount rate inputs. What's in the News Filed a follow-on equity offering of up to ₱7b in common stock, covering 945,946,000 shares at a price of ₱7.4 per share, under Regulation S with a subsequent direct listing feature (Key Developments).
Narrative Update • Mar 05

RLC: Follow On Offering Will Support Upside To Steady Fair Value

Analysts are keeping their fair value estimate for Robinsons Land steady at ₱30.00. The unchanged price target is supported by only small tweaks to their models, including slightly different assumptions for the discount rate, revenue growth, profit margin and future P/E.
Narrative Update • Feb 19

RLC: Follow On Offering Will Set Up Repricing Opportunity

Analysts have nudged their price target for Robinsons Land higher to ₱21.74 from ₱20.71, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Robinsons Land Corporation filed a Follow on Equity Offering totaling ₱7 billion in common stock.
Narrative Update • Feb 05

RLC: Follow On Offering Will Support Upside To Steady Fair Value

Analysts have kept their fair value estimate for Robinsons Land steady at ₱30.00. Only modest tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions are reflected in the refreshed price target rationale.
Narrative Update • Jan 21

RLC: Higher P/E Assumptions Will Likely Leave Shares Looking Overvalued

Analysts now place Robinsons Land's fair value at ₱14.0 per share, up from ₱13.0. This reflects updated assumptions around revenue growth, profit margins and a modestly higher future P/E multiple. Valuation Changes Fair Value: Adjusted from ₱13.0 to ₱14.0 per share, indicating a modest uplift in the assessed share value.
Narrative Update • Jan 06

RLC: Lower Growth Assumptions Will Be Offset By Higher Future P/E

Analysts have kept their fair value estimate for Robinsons Land unchanged at ₱30.00. The latest price target is framed around slightly lower projected revenue growth and profit margins, partly offset by a modestly lower discount rate and a higher assumed future P/E multiple.
Narrative Update • Dec 14

RLC: Future Margins And Equity Offering Are Expected To Drive Upside

Analysts have raised their price target for Robinsons Land from PHP 28.00 to PHP 30.00, citing expectations of slightly stronger profitability margins and a modestly higher valuation multiple, despite a more tempered revenue growth outlook. What's in the News Filed a follow-on equity offering for up to 1 billion common shares under Regulation S with a subsequent direct listing feature, which may expand its public float and help fund future growth initiatives (Key Developments) Valuation Changes Fair Value has risen slightly from ₱28.00 to ₱30.00 per share, reflecting a modestly higher intrinsic value estimate.
Narrative Update • Sep 04

Premium Mixed-Use Expansion Will Capture Urban Demand By 2030

With both the discount rate and future P/E remaining virtually unchanged, analysts see no significant developments impacting Robinsons Land’s valuation, leaving the consensus price target steady at ₱20.71. What's in the News Board meeting scheduled to consider approval of a property-for-share swap transaction between Robinsons Land Corporation and RCR.
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New Narrative • Mar 09

Expanding Into Upscale Markets And Sustainable Practices Will Strengthen Future Real Estate Prospects

Strategic expansion in leasable areas and investment in sustainability practices are expected to boost revenue, enhance margins, and improve brand perception.

Revenue & Expenses Breakdown

How Robinsons Land makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

PSE:RLC Revenue, expenses and earnings (PHP Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
31 Mar 2649,77613,5315,1990
31 Dec 2548,52513,4715,0940
30 Sep 2547,07313,3734,9770
30 Jun 2544,58212,8385,0330
31 Mar 2542,88512,6244,9460
31 Dec 2442,88213,2124,9740
30 Sep 2443,57413,2334,7050
30 Jun 2443,92213,5304,6410
31 Mar 2443,85313,4684,6160
31 Dec 2342,01812,0624,4010
30 Sep 2339,73311,8534,0640
30 Jun 2337,51610,8423,6960
31 Mar 2348,02511,0093,4510
31 Dec 2245,5039,7503,2010
30 Sep 2241,2168,4172,8730
30 Jun 2237,9107,2592,7620
31 Mar 2226,4676,5182,6880
31 Dec 2136,5398,0632,5560
30 Sep 2137,0407,2492,8010
30 Jun 2137,3677,0792,7130
31 Mar 2132,4405,0482,5420
31 Dec 2028,0265,2642,9280
30 Sep 2029,9516,7402,9390
30 Jun 2032,2608,3543,3250
31 Mar 2035,91010,0084,1380
31 Dec 1933,8658,6863,2250
30 Sep 1929,9188,0114,3620
30 Jun 1931,4898,9034,2240
31 Mar 1930,2068,5133,8390
31 Dec 1829,5588,2163,9960
30 Sep 1828,0977,8643,6070
30 Jun 1824,5986,2903,5030
31 Mar 1823,4406,0443,3570
31 Dec 1722,5175,8813,3280
30 Sep 1722,3325,8233,2970
30 Jun 1722,9315,4573,6330
31 Mar 1722,7615,5893,6510
31 Dec 1622,8095,7583,5110
30 Sep 1622,5126,1553,4030
30 Jun 1621,4346,2173,3200
31 Mar 1620,9226,1033,1420
31 Dec 1520,3355,9533,0370
30 Sep 1519,7145,7003,0500

Quality Earnings: RLC has high quality earnings.

Growing Profit Margin: RLC's current net profit margins (27.2%) are lower than last year (29.4%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: RLC's earnings have grown by 15.9% per year over the past 5 years.

Accelerating Growth: RLC's earnings growth over the past year (7.2%) is below its 5-year average (15.9% per year).

Earnings vs Industry: RLC earnings growth over the past year (7.2%) exceeded the Real Estate industry -0.8%.

Return on Equity

High ROE: RLC's Return on Equity (8.5%) is considered low.

Return on Assets

Return on Capital Employed

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/08/12 05:25
End of Day Share Price 2026/08/12 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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Learn about the world class team who designed and built the Simply Wall St analysis model.

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

Robinsons Land Corporation is covered by 17 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Russ ToribioBofA Global Research
Ricardo PuigCitigroup Inc
John Renz AlvaradoCLSA