Semirara Mining and Power Förvaltning
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Viktig information
Isidro Consunji
Verkställande direktör
₱2.7m
Total ersättning
| VD-lön i procent | n/a |
| Anställning som VD | 25.1yrs |
| Ägande av VD | n/a |
| Ledningens genomsnittliga anställningstid | 4.1yrs |
| Styrelsens genomsnittliga mandatperiod | 11.3yrs |
Senaste uppdateringar av ledningen
Recent updates
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.
Ny berättelse • 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?Uppdatering av berättelse • 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).
Ny berättelse • 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?Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Ny berättelse • 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.VD OCH KONCERNCHEF
Isidro Consunji (77 yo)
25.1yrs
Anställning
₱2,701,538
Kompensation
Mr. Isidro A. Consunji is Chairman of the Board of Concreat Holdings Philippines, Inc. (formerly known as CEMEX Holdings Philippines, Inc.) from December 2, 2024. Mr. Consunji serves as Chairman of the Boa...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Executive Chairman & CEO | no data | ₱2.70m | inga uppgifter | |
| President | 7.2yrs | ₱2.72m | 0.000030% ₱ 32.3k | |
| VP & CFO | 5.3yrs | inga uppgifter | inga uppgifter | |
| Executive VP | less than a year | inga uppgifter | 0.0031% ₱ 3.4m | |
| VP of Asset Registry | 21.1yrs | inga uppgifter | inga uppgifter | |
| Head of Admin Division | no data | inga uppgifter | inga uppgifter | |
| VP of Legal Affairs & Compliance and Chief Compliance Officer | 2.3yrs | inga uppgifter | inga uppgifter | |
| Manager of Corporate Communications | no data | inga uppgifter | inga uppgifter | |
| Head of Human Resources | no data | inga uppgifter | inga uppgifter | |
| VP of Mining Operations | 2.9yrs | inga uppgifter | 0.011% ₱ 12.0m | |
| Head of Environmental Management | no data | inga uppgifter | inga uppgifter | |
| Head of Coal Marketing and Supply Chain Management | no data | inga uppgifter | inga uppgifter |
4.1yrs
Genomsnittlig anställningstid
55yo
Genomsnittlig ålder
Erfaren ledning: SCC s ledningsgrupp anses vara erfaren ( 4.1 års genomsnittlig anställningstid).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Executive Chairman & CEO | 25.1yrs | ₱2.70m | inga uppgifter | |
| President | 20.1yrs | ₱2.72m | 0.000030% ₱ 32.3k | |
| Executive VP | less than a year | inga uppgifter | 0.0031% ₱ 3.4m | |
| Independent Director | 3.1yrs | ₱1.94m | 0.00014% ₱ 150.6k | |
| Non-Executive Director | 19.1yrs | ₱1.80m | 0.44% ₱ 472.5m | |
| Non-Executive Director | 25.1yrs | ₱1.80m | 0.15% ₱ 156.5m | |
| Non-Executive Director | 25.1yrs | ₱1.80m | 0.0040% ₱ 4.3m | |
| Director | less than a year | inga uppgifter | 0.000020% ₱ 21.5k | |
| Non-Executive Director | 6.8yrs | ₱1.80m | 0.10% ₱ 109.6m | |
| Non-Executive Director | 11.3yrs | ₱1.80m | 0.0028% ₱ 3.0m | |
| Lead Independent Director | 3.1yrs | ₱1.98m | 0.000020% ₱ 21.5k |
11.3yrs
Genomsnittlig anställningstid
74yo
Genomsnittlig ålder
Erfaren styrelse: SCC s styrelse är rutinerade och erfaren ( 11.3 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/06/19 11:58 |
| Aktiekurs vid dagens slut | 2026/06/19 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Semirara Mining and Power Corporation bevakas av 10 analytiker. 4 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Julian Vincent Roxas | BofA Global Research |
| Jan Derrick Guarin | CLSA |
| George Ching | COL Financial Group, Inc |