Sembcorp Industries Förvaltning
Förvaltning kriterier kontrolleras 3/4
Sembcorp Industries VD är Kim Yin Wong, utsedd i Jul 2020, har en mandatperiod på 6.17 år. totala årliga ersättningen är SGD 6.81M, bestående av 20.1% lön 79.9% bonusar, inklusive företagsaktier och optioner. äger direkt 0.46% av företagets aktier, värda SGD 50.84M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 3.6 år respektive 3.1 år.
Viktig information
Kim Yin Wong
Verkställande direktör
S$6.8m
Total ersättning
| VD-lön i procent | 20.08% |
| Anställning som VD | 6.2yrs |
| Ägande av VD | 0.5% |
| Ledningens genomsnittliga anställningstid | 3.6yrs |
| Styrelsens genomsnittliga mandatperiod | 3.1yrs |
Senaste uppdateringar av ledningen
Recent updates
Uppdatering av berättelse • Aug 24
U96: Higher Regular Dividends And Lower P/E Will Shape Future Returns
Analysts have trimmed their fair value estimate for Sembcorp Industries from about SGD 6.77 to around SGD 6.53, reflecting updated views on revenue growth, profit margins and future P/E assumptions. What’s in the News for Sembcorp Industries Sembcorp Industries announced an interim ordinary exempt 1 tier cash dividend of 11.0 cents per ordinary share for the half year ended June 30, 2026.Uppdatering av berättelse • Jul 16
U96: Higher Regular Dividends Will Support Future Total Returns
The analyst price target for Sembcorp Industries has been adjusted slightly from SGD 6.98 to SGD 6.77, reflecting updated views on revenue growth, profit margin, and future P/E assumptions by analysts. What’s in the News for Sembcorp Industries Sembcorp Industries approved a final dividend of 16.0 cents per share at its annual general meeting held on April 29, 2026.Uppdatering av berättelse • Jun 14
U96: Australia Energy Acquisition And Higher Dividends Will Support Future Returns
Analysts have nudged their SGD fair value estimate for Sembcorp Industries slightly higher, from SGD 6.94 to SGD 6.98, citing updated assumptions around revenue growth, profit margins and future P/E expectations. What's in the News Sembcorp Industries has completed its acquisition of Australian energy company Alinta Energy for A$6.5b (US$4.32b), adding 3.4GW of installed and contracted generation capacity across coal, wind, gas and solar, as well as access to almost 1.1 million electricity and gas customers in Australia.Uppdatering av berättelse • May 31
U96: India Renewables Expansion And Higher Dividends Will Support Balanced Returns
Analysts have slightly adjusted their SGD fair value estimate for Sembcorp Industries to SGD 6.94 from SGD 6.96, citing updated assumptions related to discount rates, profit margins and future P/E multiples. What's in the News Shareholders approved a final dividend of 16.0 cents per share at the April 29, 2026 annual general meeting, bringing Sembcorp Industries' total dividend for fiscal 2025 to 25.0 cents per share (Key Developments).Uppdatering av berättelse • Apr 27
U96: India Renewables Deals Will Support Balanced Returns Through 2026
Analysts have nudged their price target on Sembcorp Industries higher to SGD 6.96 from SGD 6.88, citing updated assumptions that reflect a different balance between projected revenue growth, profit margins and future P/E expectations. What's in the News Sembcorp Industries is reported to be in discussions, alongside Hexa Climate Solutions, to acquire Enel Group's entire India renewable business, with an indicated equity value of around $100 million and enterprise value of around $300 million, covering 760 MW of operational wind and solar assets and a 2.5 GW development pipeline (Mint, via Key Developments).Uppdatering av berättelse • Apr 10
U96: India Renewables M&A Pipeline Will Sustain Balanced Returns Into 2026
Analysts have adjusted their SGD price target for Sembcorp Industries slightly, reflecting updated views on future profit margins and P/E expectations, while keeping other key assumptions broadly in line. What's in the News Sembcorp Industries and Hexa Climate Solutions are reported to be in talks to acquire Enel Group's entire India renewable business.Uppdatering av berättelse • Mar 26
U96: India Renewables M&A Pipeline Will Support Balanced Returns Into 2026
Analysts have raised their SGD fair value estimate for Sembcorp Industries from SGD 6.78 to SGD 6.88, citing updated assumptions that combine slightly higher modelled revenue growth with a modestly lower profit margin and a small uplift in the forward P/E multiple. What's in the News Sembcorp is reported to be in discussions, alongside Hexa Climate Solutions, to acquire Enel Group's India renewable business, with an indicated equity value of about $100 million and enterprise value of about $300 million, covering 760 MW of operational wind and solar assets and a 2.5 GW development pipeline (Key Developments).Uppdatering av berättelse • Mar 12
U96: India Renewable M&A Pipeline Will Support Returns Into 2026
The latest Narrative Update on Sembcorp Industries reflects a lower analyst fair value estimate. The price target has moved from SGD 7.07 to SGD 6.78 as analysts balance higher modelled revenue growth with a more conservative profit margin outlook and a slightly reduced future P/E assumption.Uppdatering av berättelse • Feb 25
U96: India Renewables Acquisitions In 2026 Will Support Future Returns
Analysts have nudged their price target for Sembcorp Industries slightly lower from SGD7.10 to SGD7.07, citing updated assumptions for more moderate revenue growth, a small adjustment to profit margins, and a modestly higher future P/E multiple. What's in the News Sembcorp is reported to be among potential bidders, alongside global private equity firms and infrastructure investors, for a controlling stake in Welspun New Energy at a valuation around US$250 million, with EY advising on the sale and binding bids said to be expected soon (Key Developments).Uppdatering av berättelse • Feb 11
U96: India Renewables IPO And M&A Pipeline Will Support Future Returns
Analysts have slightly lowered their SGD price target for Sembcorp Industries to about SGD 7.10 from around SGD 7.13, citing updated assumptions for the discount rate, revenue growth and profit margins that result in a marginally reduced fair value estimate. What's in the News Sembcorp is reported to be among four shortlisted bidders, alongside Aditya Birla Group, NIIF and KKR, reviewing Sprng Energy as Shell evaluates options for the platform, with due diligence expected to run for 6 to 8 weeks (media reports).Uppdatering av berättelse • Jan 27
U96: India Renewables IPO Plans Will Support Future Returns
Analysts have trimmed their price target for Sembcorp Industries slightly to S$7.13 from S$7.15, reflecting small adjustments to revenue growth, profit margin expectations and the forward P/E multiple in their updated models. What's in the News Sembcorp Industries has scheduled a Special or Extraordinary Shareholders Meeting for January 30, 2026, at 10:00 Singapore time at the Stamford Ballroom, Fairmont Hotel, Level 4, Raffles City Convention Centre, 80 Bras Basah Road, Singapore 189560 (company event notice).Uppdatering av berättelse • Jan 12
U96: India Renewables IPO And Capacity Additions Will Support Future Returns
Narrative Update on Sembcorp Industries The analyst price target for Sembcorp Industries remains unchanged at S$7.15. Analysts are maintaining their view because the underlying assumptions for discount rate, revenue growth, profit margin and future P/E are essentially consistent with prior estimates.Uppdatering av berättelse • Dec 22
U96: India Renewables IPO Will Drive Future Returns Despite Minor Assumption Trim
Analysts have slightly lowered their price target on Sembcorp Industries from S$7.43 to S$7.15, citing marginally softer assumptions on long term revenue growth, profit margins and future valuation multiples. What's in the News Sembcorp Industries is considering an IPO in Mumbai for its Indian renewables arm, Sembcorp Green Infra Limited, with Citi, HSBC and Axis Capital hired to advise on the deal (Reuters).Analysartikel • Dec 19
A Look At The Fair Value Of Sembcorp Industries Ltd (SGX:U96)
Key Insights Using the Dividend Discount Model, Sembcorp Industries fair value estimate is S$7.35 With S$5.88 share...Uppdatering av berättelse • Dec 08
U96: Alinta Energy Acquisition Will Drive Future Returns Despite Minor Assumption Trim
Analysts have trimmed their price target for Sembcorp Industries slightly, reflecting a modest recalibration of fair value to approximately S$7.43 from about S$7.46. This follows their incorporation of slightly softer long term revenue growth and profit margin assumptions, partially offset by a marginally higher projected future P/E multiple.Uppdatering av berättelse • Nov 24
U96: Acquisition Pursuit Of Alinta Energy Will Drive Shareholder Value
Analysts have slightly lowered their fair value estimate for Sembcorp Industries from $7.59 to $7.46, citing adjustments in expected revenue growth and profit margins. What's in the News Sembcorp Industries is reportedly pursuing the acquisition of Alinta Energy, an Australian energy business owned by Chow Tai Fook, as part of its expansion in the renewable energy sector.Analysartikel • Nov 18
Here's Why Sembcorp Industries (SGX:U96) Has A Meaningful Debt Burden
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analysartikel • Nov 03
With EPS Growth And More, Sembcorp Industries (SGX:U96) Makes An Interesting Case
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Analysartikel • Oct 19
Sembcorp Industries Ltd's (SGX:U96) Share Price Is Matching Sentiment Around Its Earnings
With a price-to-earnings (or "P/E") ratio of 10.9x Sembcorp Industries Ltd ( SGX:U96 ) may be sending bullish signals...Uppdatering av berättelse • Sep 04
Renewables Expansion In India And ASEAN Will Shape Future Energy
Sembcorp Industries’ consensus valuation remains stable, as both future P/E and revenue growth forecasts showed negligible movement, resulting in an unchanged analyst price target of SGD7.59. What's in the News Sembcorp Industries initiates a share buyback program authorized to repurchase up to 35,577,792 shares (2% of issued share capital), using internal funds, with repurchased shares either cancelled or held in treasury.
Ny berättelse • Mar 09
Reaching 25 GW Renewables Capacity By 2028 Will Strengthen Future Position
Strategic capacity expansion and renewables growth position Sembcorp Industries for revenue increases and stable earnings through power purchase agreements and new market projects.Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | S$598m |
| Mar 31 2026 | n/a | n/a | S$791m |
| Dec 31 2025 | S$7m | S$1m | S$984m |
| Jun 30 2025 | n/a | n/a | S$1b |
| Mar 31 2025 | n/a | n/a | S$1b |
| Dec 31 2024 | S$6m | S$1m | S$1b |
| Jun 30 2024 | n/a | n/a | S$955m |
| Mar 31 2024 | n/a | n/a | S$988m |
| Dec 31 2023 | S$8m | S$1m | S$1b |
| Sep 30 2023 | n/a | n/a | S$972m |
| Jun 30 2023 | n/a | n/a | S$923m |
| Mar 31 2023 | n/a | n/a | S$814m |
| Dec 31 2022 | S$6m | S$1m | S$704m |
| Jun 30 2022 | n/a | n/a | S$473m |
| Mar 31 2022 | n/a | n/a | S$302m |
| Dec 31 2021 | S$4m | S$1m | S$130m |
| Sep 30 2021 | n/a | n/a | S$256m |
| Jun 30 2021 | n/a | n/a | S$245m |
| Mar 31 2021 | n/a | n/a | S$193m |
| Dec 31 2020 | S$3m | S$684k | S$140m |
Ersättning vs marknad: Kim Yin s total kompensation ($USD 5.39M ) är över genomsnittet för företag av liknande storlek på SG marknaden ($USD 3.06M ).
Ersättning vs inkomst: Ersättningen från Kim Yin har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
Kim Yin Wong (56 yo)
6.2yrs
Anställning
S$6,808,000
Kompensation
Mr. Kim Yin Wong is Chief Executive Officer, Director and Member of Technology Advisory Panel of Sembcorp Industries Ltd from July 01, 2020 and served as its Group President since July 01, 2020 until 2025....
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Group CEO | 6.2yrs | S$6.81m | 0.46% SGD 50.8m | |
| Group CFO and President & CEO of Integrated Urban Solutions | 5.5yrs | inga uppgifter | inga uppgifter | |
| Chief Operating Officer | 1.7yrs | inga uppgifter | inga uppgifter | |
| Chief Technology Officer of Group Technology | 10.7yrs | inga uppgifter | inga uppgifter | |
| Head Group Corporate Communications & Investor Relations | no data | inga uppgifter | inga uppgifter | |
| Chief Legal Officer | 1.7yrs | inga uppgifter | inga uppgifter | |
| Chief Human Resource Officer | less than a year | inga uppgifter | inga uppgifter | |
| Senior Vice President of Group Human Resources & Organisational Development | no data | inga uppgifter | inga uppgifter | |
| Executive VP of Office of the Group President & CEO | no data | S$2.15m | inga uppgifter | |
| Senior Vice President of Group Tax | no data | inga uppgifter | inga uppgifter | |
| President and CEO of Gas & Related Services | 1.7yrs | S$2.42m | inga uppgifter | |
| Executive Vice President of Group Asset Management | 9.4yrs | inga uppgifter | inga uppgifter |
3.6yrs
Genomsnittlig anställningstid
56yo
Genomsnittlig ålder
Erfaren ledning: U96 s ledningsgrupp anses vara erfaren ( 3.6 års genomsnittlig anställningstid).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Group CEO | 6.2yrs | S$6.81m | 0.46% SGD 50.8m | |
| Non-Executive Independent Director | 2.2yrs | S$124.00k | 0.00048% SGD 52.9k | |
| Non-Executive Independent Director & Member of Technology Advisory Panel | 8.1yrs | S$193.00k | 0.0054% SGD 593.9k | |
| Non-Executive Independent Chairman | less than a year | inga uppgifter | 0.084% SGD 9.3m | |
| Non-Executive & Independent Director | 3.1yrs | S$238.00k | 0.0014% SGD 157.6k | |
| Lead Independent Non-Executive Director & Member of Technology Advisory Panel | 5.7yrs | S$270.00k | 0.0042% SGD 458.4k | |
| Member of Technology Advisory Panel | 13.5yrs | inga uppgifter | inga uppgifter | |
| Member of Technology Advisory Panel | no data | inga uppgifter | inga uppgifter | |
| President Director of SMOE Indonesia | 10.6yrs | inga uppgifter | inga uppgifter | |
| Non-Executive & Independent Director | less than a year | inga uppgifter | inga uppgifter | |
| Non-Executive Independent Director | 2.8yrs | S$191.00k | 0.0011% SGD 120.1k | |
| Independent Non-Executive Director | 2.8yrs | S$219.00k | 0.0012% SGD 136.6k |
3.1yrs
Genomsnittlig anställningstid
63yo
Genomsnittlig ålder
Erfaren styrelse: U96 s styrelse anses vara erfaren ( 3.1 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/10 10:35 |
| Aktiekurs vid dagens slut | 2026/09/10 00:00 |
| Intäkter | 2026/06/30 |
| 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 den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det 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
Sembcorp Industries Ltd bevakas av 31 analytiker. 13 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 |
|---|---|
| Yu Jie Lo | BofA Global Research |
| Mcrid Wang | BofA Global Research |
| Meghana Kande | CGS International |