Erawan Group Management
Management criteria checks 2/4
We currently do not have sufficient information about the CEO.
Key information
Youssef Khomri
Chief executive officer
n/a
Total compensation
| CEO salary percentage | n/a |
| CEO tenure | 3.7yrs |
| CEO ownership | n/a |
| Management average tenure | 2.3yrs |
| Board average tenure | 14.8yrs |
Recent management updates
Recent updates
Narrative Update • Aug 14
ERW: Lower Discount Rate Will Support Future Upside Potential
Analysts have lifted their price target for Erawan Group from THB3.80 to THB4.50, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that together indicate a higher assessed fair value for the stock. What's in the News for Erawan Group No recent news stories for Erawan Group are available from the provided sources as of 14 Aug 2026.
Narrative Update • Jul 31
ERW: Updated Assumptions Will Support Balanced Upside And Downside Potential
Analysts have adjusted their price target for Erawan Group to THB 3.20, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E as the main drivers of the change. What’s in the News for Erawan Group No recent company specific news for Erawan Group is available from the provided sources as of 29 Jul 2026.Narrative Update • Jul 15
ERW: Refined Assumptions And Lower P/E Multiple Will Support Future Upside
Analysts have revised their fair value estimate for Erawan Group from THB4.72 to THB3.80, citing updates to their assumptions on the discount rate, revenue growth, profit margin and future P/E multiples. What’s in the News for Erawan Group No recent news items for Erawan Group are available from the specified primary sources as of 8 Jul 2026.Narrative Update • Jul 01
ERW: Revised Assumptions Will Support Balanced Upside And Downside Potential
Analysts have adjusted their fair value estimate for Erawan Group to THB2.79, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News No recent company specific news items for Erawan Group are available from the provided sources.Narrative Update • Jun 17
ERW: Stable Fair Value And Refined Assumptions Will Support Future Upside
Analysts have adjusted their valuation framework for Erawan Group, keeping the fair value estimate steady at THB4.72 while making small technical updates to the discount rate, revenue growth, profit margin and future P/E assumptions that refine, rather than redefine, their price target view. What's in the News for Erawan Group No recent news stories for Erawan Group are available from the provided sources as of 16 Jun 2026.Narrative Update • Jun 03
ERW: Cash Dividend And Lower Discount Rate Will Support Future Upside
Analysts have modestly adjusted their price target on Erawan Group to THB4.72. This reflects slightly lower assumed revenue growth, a small change in profit margins, a marginally different forward P/E of 28.30, and a slightly reduced discount rate in their models.Narrative Update • May 20
ERW: Cash Dividend And Lower Discount Rate Will Support Future Upside
Analysts have slightly raised their THB price target for Erawan Group, citing updated assumptions around fair value, discount rates, revenue growth, profit margins, and future P/E that point to a modestly higher valuation outlook. What's in the News Board meeting scheduled for February 24, 2026, to consider a cash dividend payment, as notified to the Stock Exchange of Thailand (Key Developments) Annual dividend of THB 0.0700 per share announced, payable on May 27, 2026 (ex date March 10, 2026; record date March 11, 2026) (Key Developments) Valuation Changes Fair Value: THB 4.67236 to THB 4.71826, a small upward adjustment that slightly lifts the implied valuation range for the stock.Narrative Update • May 04
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).Narrative Update • Apr 19
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).Narrative Update • Apr 05
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).Narrative Update • Mar 22
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).Narrative Update • Mar 08
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.Narrative Update • Feb 22
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.Narrative Update • Feb 07
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).Narrative Update • Jan 24
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.Narrative Update • Jan 10
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.Narrative Update • Dec 26
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).Narrative Update • Dec 12
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).
New Narrative • Jan 27
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.CEO
Youssef Khomri
3.7yrs
Tenure
Mr. Youssef EI Khomri serves as Director of The Erawan Group Public Company Limited. He served as an Executive Vice President of Group Hotel Operation Division at The Erawan Group Public Company Limited un...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President & Director | 3.7yrs | no data | no data | |
| CFO & EVP of Financial & Accounting Division | 2.4yrs | no data | no data | |
| Assistant Executive Vice President of Accounting Department | no data | no data | no data | |
| Senior VP of Sustainability Development | 1.7yrs | no data | no data | |
| Assistant Executive VP of Corporate Human Resources Division | no data | no data | no data | |
| Executive Vice President of Project Development & Management in Philippines Division | no data | no data | no data | |
| EVP of Property Dev. | no data | no data | 0.0061% THB 1.2m | |
| Senior VP of Hotel Business Strategy | no data | no data | no data | |
| Senior VP of Franchised Hotel Operation Division | no data | no data | no data | |
| Senior VP of Digital Transformation Division | 2.3yrs | no data | no data | |
| Ass. EVP of Internal Audit Div. | no data | no data | no data |
2.3yrs
Average Tenure
Experienced Management: ERW's management team is considered experienced (2.3 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President & Director | no data | no data | no data | |
| Independent Director | 21.8yrs | ฿496.00k | 0.12% THB 22.5m | |
| Chairman of the Board | 21.8yrs | ฿491.20k | 7.08% THB 1.3b | |
| Director | 21.8yrs | ฿612.00k | 4.17% THB 787.3m | |
| Director | 35.7yrs | ฿522.40k | 0.15% THB 28.2m | |
| Independent Director | 9.4yrs | ฿587.40k | no data | |
| Independent Director | 2.4yrs | ฿396.00k | no data | |
| Independent Director | 17.4yrs | ฿610.00k | no data | |
| Director | 14.8yrs | ฿823.60k | 0.0014% THB 260.3k | |
| Director | 9.4yrs | ฿724.00k | 0.023% THB 4.3m | |
| Director | 2.4yrs | ฿520.00k | no data | |
| Director | 1.4yrs | ฿216.00k | 0.0044% THB 822.5k |
14.8yrs
Average Tenure
67yo
Average Age
Experienced Board: ERW's board of directors are seasoned and experienced ( 14.8 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/11 16:14 |
| End of Day Share Price | 2026/09/11 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the 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
The Erawan Group Public Company Limited is covered by 27 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Teerapol Udomvej | BofA Global Research |
| Narumon Ekasamut | Bualuang Securities PCL |
| Kalvalee Thongsomaung | Bualuang Securities PCL |