Sansiri Past Earnings Performance

Past criteria checks 5/6

Sansiri has been growing earnings at an average annual rate of 25.5%, while the Real Estate industry saw earnings growing at 8% annually. Revenues have been growing at an average rate of 6.8% per year. Sansiri's return on equity is 12.3%, and it has net margins of 15.3%.

Key information

25.5%

Earnings growth rate

23.5%

EPS growth rate

Real Estate Industry Growth	8.4%
Revenue growth rate	6.8%
Return on equity	12.3%
Net Margin	15.3%
Last Earnings Update	31 Dec 2023

Recent past performance updates

Recent updates

Revenue & Expenses Breakdown
Beta

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

Earnings and Revenue History

SET:SIRI Revenue, expenses and earnings (THB Millions)
Date	Revenue	Earnings	G+A Expenses
31 Dec 23	37,545	5,733	6,743
30 Sep 23	39,590	6,225	7,422
30 Jun 23	38,891	5,936	7,590
31 Mar 23	36,966	5,232	7,354
31 Dec 22	34,221	3,953	7,165
30 Sep 22	28,645	2,504	6,439
30 Jun 22	27,045	1,865	6,235
31 Mar 22	27,687	1,609	6,307
31 Dec 21	29,449	1,690	6,375
30 Sep 21	30,432	1,942	6,182
30 Jun 21	31,771	2,110	6,275
31 Mar 21	34,966	1,785	6,464
31 Dec 20	34,603	1,543	6,460
30 Sep 20	35,026	2,282	5,726
30 Jun 20	31,905	2,020	5,451
31 Mar 20	24,850	2,050	4,870
31 Dec 19	24,929	2,392	4,697
30 Sep 19	25,532	1,844	5,324
30 Jun 19	26,815	2,043	5,421
31 Mar 19	28,088	2,144	5,505
31 Dec 18	26,674	2,046	5,555
30 Sep 18	25,602	2,121	5,690
30 Jun 18	26,201	2,202	5,926
31 Mar 18	29,342	2,620	6,057
31 Dec 17	31,291	2,825	6,103
30 Sep 17	34,467	3,645	5,684
30 Jun 17	33,914	3,518	5,448
31 Mar 17	33,541	3,335	5,609
31 Dec 16	34,142	3,380	5,828
30 Sep 16	32,911	2,784	5,932
30 Jun 16	36,824	3,242	6,403
31 Mar 16	38,500	3,521	6,545
31 Dec 15	37,397	3,506	6,460
30 Sep 15	37,591	3,735	6,274
30 Jun 15	34,322	3,467	5,883
31 Mar 15	30,571	3,104	5,438
31 Dec 14	28,435	3,393	5,506
30 Sep 14	26,906	3,218	5,683
30 Jun 14	26,661	2,863	5,954
31 Mar 14	28,216	2,846	6,526
31 Dec 13	28,966	1,930	6,808
30 Sep 13	34,067	2,585	7,309
30 Jun 13	32,212	2,536	7,032

Quality Earnings: SIRI has high quality earnings.

Growing Profit Margin: SIRI's current net profit margins (15.3%) are higher than last year (11.6%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: SIRI's earnings have grown significantly by 25.5% per year over the past 5 years.

Accelerating Growth: SIRI's earnings growth over the past year (45%) exceeds its 5-year average (25.5% per year).

Earnings vs Industry: SIRI earnings growth over the past year (45%) exceeded the Real Estate industry -18.8%.

Return on Equity

High ROE: SIRI's Return on Equity (12.3%) is considered low.

Return on Assets

Return on Capital Employed

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Sansiri Past Earnings Performance

Past criteria checks 5/6

Key information

Recent past performance updates

Full year 2023 earnings released

Third quarter 2023 earnings: EPS exceeds analyst expectations

Second quarter 2023 earnings: EPS misses analyst expectations

First quarter 2023 earnings: EPS exceeds analyst expectations

Third quarter 2022 earnings released: EPS: ฿0.08 (vs ฿0.037 in 3Q 2021)

Second quarter 2022 earnings released: EPS: ฿0.056 (vs ฿0.039 in 2Q 2021)

Recent updates

Upcoming dividend of ฿0.10 per share

Final dividend of ฿0.10 announced

Full year 2023 earnings released

XSpring Asset Management Company Limited acquired Pridit Co., Ltd from Sansiri Public Company Limited (SET:SIRI) for THB 15 million.

Third quarter 2023 earnings: EPS exceeds analyst expectations

Sansiri Public Company Limited Appoints Pongsatorn Suksangium as Independent Director, Member of the Audit Committee and Risk Management Committee

Sansiri Public Company Limited (SET:SIRI) agreed to acquire remaining 30% stake in Big Touch 2 Co., Ltd. from Private Funds managed by XSpring Asset Management Company Limited for THB 41.9 million.

Sansiri Public Company Limited Approves Appointment of Mr. Apichart Chutrakul as Chief Executive Officer

Sansiri Public Company Limited Approves Executive Changes

Upcoming dividend of ฿0.10 per share at 11% yield

Second quarter 2023 earnings: EPS misses analyst expectations

Sansiri Public Company Limited Declares Interim Cash Dividend for the Operating Period from January 1, 2023 to June 30, 2023, Payable on September 12, 2023

Sansiri Public Company Limited (SET:SIRI) agreed to acquire 70% stake in Good Asset Co., Ltd. from Chonthicha Sawatyanon for THB 42 million.

First quarter 2023 earnings: EPS exceeds analyst expectations

Sansiri Public Company Limited Announces Dividend for the Year 2022, Payable on May 17, 2023

Upcoming dividend of ฿0.11 per share at 8.1% yield

Consensus EPS estimates increase by 10%

Price target increased by 8.2% to ฿1.84

Investor sentiment improved over the past week

Third quarter 2022 earnings released: EPS: ฿0.08 (vs ฿0.037 in 3Q 2021)

Consensus EPS estimates increase by 25%

Price target increased to ฿1.45

Less than half of directors are independent

Price target increased to ฿1.31

Sansiri Public Company Limited (SET:SIRI) acquired remaining 30% stake in Siri TK Four Co., Ltd from Tokyu Corporation (TSE:9005) and Saha Tokyu Corporation CO., Ltd for THB 74.2 million.

Upcoming dividend of ฿0.04 per share

Second quarter 2022 earnings released: EPS: ฿0.056 (vs ฿0.039 in 2Q 2021)

Sansiri Public Company Limited Announces Interim Cash Dividend for the Operating Period from January 1, 2022 to June 30, 2022, Payable on September 13, 2022

First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behind

Sansiri Public Company Limited Approves Dividend for the Period from 1 January 2021 to 31 December 2021, Payable on 20 May 2022

Less than half of directors are independent

Upcoming dividend of ฿0.06 per share

Full year 2021 earnings: EPS and revenues miss analyst expectations

Sansiri Public Company Limited Board Approves Dividend Payable on 20 May 2022

Price target increased to ฿1.24

Price target increased to ฿1.14

Third quarter 2021 earnings released: EPS ฿0.037 (vs ฿0.048 in 3Q 2020)

Second quarter 2021 earnings released: EPS ฿0.039 (vs ฿0.018 in 2Q 2020)

XSpring Asset Management Company Limited and Sansiri Public Company Limited (SET:SIRI) agreed to acquire Pool Assets for THB 127.5 million.

Consensus EPS estimates increase to ฿0.12

Investor sentiment improved over the past week

Price target increased to ฿0.85

First quarter 2021 earnings released: EPS ฿0.02 (vs ฿0.004 in 1Q 2020)

Advise Health Holdings, LLC Approves Dividend for the Year 2020, Payable on 20 May, 2021

Investor sentiment improved over the past week

New 90-day high: ฿0.94

Analysts update estimates

Sansiri Public Company Limited, Annual General Meeting, Apr 30, 2021

Full year 2020 earnings released: EPS ฿0.11 (vs ฿0.17 in FY 2019)

Revenue and earnings miss expectations

Sansiri Public Company Limited Announces Executive Changes

Sansiri Public Company Limited Appoints Poomipak Julmanichoti as Member of Executive Committee

New 90-day high: ฿0.84

U City Public Company Limited (SET:U) agreed to acquire 50% stake in BTS Sansiri Holding Thirteen Limited and BTS Sansiri Holding Twenty One Limited from Sansiri Public Company Limited (SET:SIRI) for approximately THB1188 million.

Third quarter 2020 earnings released: EPS ฿0.048

Earnings beat expectations, revenue disappoints

New 90-day high: ฿0.76

Sansiri Public Company Limited Enters into Rental Agreement with SE Digital Company Limited

Sansiri Public Company Limited Appoints Mr. Weeranant Chuensuwan as Member of the Audit Committee

New 90-day low: ฿0.66

New 90-day low - ฿0.69

Price target lowered to ฿0.64

Analysts update estimates

First half earnings released

Revenue & Expenses BreakdownBeta

Earnings and Revenue History

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Return on Equity

Revenue & Expenses Breakdown
Beta