Manila Electric Company

PSE:MER Stok Raporu

Piyasa değeri: ₱727.5b

Manila Electric Gelecekteki Büyüme

Future kriter kontrolleri 2/6

Manila Electric kazanç ve gelirin sırasıyla yıllık 7.8% ve 4.4% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 7.6% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 28.9% olacağı tahmin edilmektedir.

Anahtar bilgiler

7.8%

Kazanç büyüme oranı

7.56%

EPS büyüme oranı

Electric Utilities kazanç büyümesi9.8%
Gelir büyüme oranı4.4%
Gelecekteki özkaynak getirisi28.88%
Analist kapsamı

Good

Son güncelleme09 May 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Analiz Güncellemesi • Apr 25

MER: Future Returns Will Rely On Dividends And Grid Digitalization Collaboration

Analysts have increased their fair value estimate for Manila Electric slightly, from ₱636.41 to ₱637.05. This reflects updated assumptions that include modestly lower revenue growth, a small uplift in profit margin and a largely unchanged forward P/E multiple.
Analiz Güncellemesi • Apr 10

MER: Stable Outlook Will Rely On Dividends And Grid Digitalization Initiatives

Analysts have kept their ₱636.41 price target for Manila Electric unchanged, citing essentially stable assumptions around the discount rate, revenue growth, profit margins, and future P/E expectations. What's in the News Huawei, Meralco, and SANXING Ningbo launched an Intelligent Distribution Solution that focuses on reliable communication, edge computing, cloud edge collaboration, and low voltage transparency for power distribution networks (Key Developments).
Analiz Güncellemesi • Mar 27

MER: Steady Outlook As Dividends And Gas Contract Extension Support Future Returns

Narrative Update on Manila Electric Price Target The analyst price target for Manila Electric remains effectively unchanged at around ₱636.41, as analysts keep their assumptions for discount rate, revenue growth, profit margins and future P/E broadly consistent with prior estimates. What's in the News Huawei, Meralco, and SANXING Ningbo launched an Intelligent Distribution Solution that focuses on reliable communication, edge computing, cloud edge collaboration, and low voltage transparency for a 400 V distribution network, aiming to integrate digital systems across the grid (Key Developments).
Analiz Güncellemesi • Mar 12

MER: Dividend Plans And Contract Extension Will Support Steady Forward Outlook

Analysts have raised their price target on Manila Electric, moving fair value from ₱623.63 to about ₱636.41 as they incorporate updated assumptions on revenue growth, profit margins, the discount rate, and future P/E. What's in the News A board meeting is scheduled on Feb 25, 2026 to review full year 2025 financial and operating results with 2024 comparatives and to consider a cash dividend of ₱16.672 per share, with a record date on Mar 26, 2026 and payment on Apr 20, 2026 (Key Developments).
Analiz Güncellemesi • Feb 25

MER: Contract Extension And Board Actions Will Support Steady Forward Outlook

Analysts have kept their price target for Manila Electric broadly unchanged at around ₱623.63, with only marginal tweaks to revenue growth, profit margin, discount rate, and future P/E assumptions reflected in their latest update. What's in the News The Energy Regulatory Commission approved a five month extension of Manila Electric Co.'s gas power supply contract with First Gen unit First Gas Power Corp., allowing Meralco to keep sourcing power from the Sta.
Analiz Güncellemesi • Feb 11

MER: Contract Extension And Board Calendar Will Support Steady Forward Outlook

Analysts have lifted their fair value estimate for Manila Electric to ₱623.63 from ₱614.25, citing updated assumptions on the discount rate, revenue growth, profit margin and future P/E. What's in the News The Energy Regulatory Commission approved a five month extension of Meralco's gas power supply contract with First Gen's First Gas Power Corp., allowing continued sourcing from the Sta.
Analiz Güncellemesi • Jan 27

MER: Board Calendar And Steady P/E Assumptions Will Support Fair Outlook

Analysts have raised their price target for Manila Electric to ₱614.25 from ₱603.38, reflecting updated assumptions that include slightly softer revenue growth, a small improvement in profit margin, and a marginally higher future P/E of 14.92x. What's in the News Board meeting set for January 26, 2026, to review and approve the agenda and notice for the annual stockholders' meeting scheduled on June 30, 2026, at 10:00 a.m. (Key Developments) Directors will consider April 10, 2026, as the record date for determining stockholders entitled to receive notice of and vote at the June 30, 2026, annual stockholders' meeting.
Analiz Güncellemesi • Jan 12

MER: Smart Grid Rollout And Steady Metrics Will Support Fair Valuation

Analysts have lifted their fair value estimate for Manila Electric slightly, from ₱598.21 to about ₱603.38. This reflects refreshed views on its projected revenue growth, profit margins, and future P/E assumptions.
Analiz Güncellemesi • Dec 26

MER: Smart Grid Expansion Will Support Stable Margins And Fairly Valued Outlook

Analysts have maintained their price target for Manila Electric at PHP 598.21, as slightly softer long term revenue growth assumptions are seen as being offset by a modestly stronger profit margin outlook and an unchanged future valuation multiple. What's in the News A board meeting is set for December 3, 2025 to approve various rank conferments effective January 1, 2026 (Key Developments) A board meeting is scheduled on October 27, 2025 to approve Manila Electric's financial and operating results for the first nine months of 2025, with 2024 comparatives (Key Developments) An Itron collaboration has been announced to deploy Advanced Metering Infrastructure across Metro Manila, starting with 73,000 endpoints as part of Meralco's multi year smart grid modernization program (Key Developments) Valuation Changes Fair Value: Unchanged at approximately ₱598.21 per share, indicating a stable overall valuation outlook.
Analiz Güncellemesi • Dec 12

MER: Smart Grid Rollout Will Support Stable Outlook And Customer Experience

Narrative Update on Manila Electric Analysts have maintained their price target for Manila Electric at PHP 598.21 per share, reflecting unchanged assumptions on discount rate, revenue growth, profit margins, and future valuation multiples. This signals steady confidence in the company’s current earnings and growth outlook.
Analiz Güncellemesi • Nov 28

MER: Fair Value Maintained as Smart Grid Connectivity Set to Expand

Analysts have maintained their price target for Manila Electric at ₱598.21 per share, citing minimal changes in growth forecasts and stable profit margin expectations as the rationale for the steady outlook. What's in the News Manila Electric Company will hold a Board Meeting on October 27, 2025 to approve the Company's financial and operating results for the first nine months of 2025.
Analiz Güncellemesi • Nov 13

MER: Fair Value Supported as Smart Grid Rollout Poised to Advance

Narrative Update: Manila Electric Analyst Price Target Adjustment Analysts have maintained their fair value estimate for Manila Electric at ₱598.21 per share. They cite modest improvements in projected revenue growth and profit margin, which are balanced by a slightly higher discount rate and a marginally lower future price-to-earnings ratio.
Analiz Güncellemesi • Oct 30

MER: Smart Grid Modernization Will Drive Improved Customer Satisfaction And Energy Management

Analysts have raised the fair value estimate for Manila Electric from ₱588.56 to ₱598.21. This change is attributed to updated projections, even though growth and margin expectations have slightly moderated.
Analiz Güncellemesi • Sep 15

Large-scale Renewables And Grid Modernization Will Shape Future Growth

Manila Electric’s consensus revenue growth forecast has edged down slightly, while its future P/E remains stable, resulting in only a marginal increase in the analyst price target from ₱582.64 to ₱588.56. What's in the News Board approved cash dividends of PhP11.328 per share, payable to shareholders of record as of August 27, 2025.
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Yeni Analiz • Nov 25

Meralco's Expanding Network And Renewable Energy Innovations Power Growth Potential

Strong growth in sales volume and power generation, including renewable projects, is set to boost future revenues and operational margins.

Kazanç ve Gelir Büyüme Tahminleri

PSE:MER - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (PHP Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/2028560,12162,302-4,181N/A4
12/31/2027549,32560,0958,689N/A10
12/31/2026510,72153,0328,602N/A8
3/31/2026503,59351,515N/AN/AN/A
12/31/2025497,32551,130-35,08872,077N/A
9/30/2025486,70448,926-53,22544,961N/A
6/30/2025478,10447,053-36,83241,738N/A
3/31/2025480,32546,710-25,65734,679N/A
12/31/2024470,36245,859-2,50142,010N/A
9/30/2024463,80443,3798,77042,761N/A
6/30/2024456,26942,61143,66272,157N/A
3/31/2024442,51839,54942,43875,760N/A
12/31/2023443,61238,02329,03757,974N/A
9/30/2023446,87637,072-1,60440,675N/A
6/30/2023451,74333,163-27,37414,644N/A
3/31/2023446,26630,121-29,31611,987N/A
12/31/2022426,52928,431-17,01425,182N/A
9/30/2022401,71426,734-8,87720,544N/A
6/30/2022369,05626,670-1,69226,644N/A
3/31/2022339,74025,54514,79643,734N/A
12/31/2021318,54723,49815,94543,181N/A
9/30/2021292,81321,58642,91371,062N/A
6/30/2021282,14719,42140,09466,958N/A
3/31/2021269,98718,0314,75525,484N/A
12/31/2020275,30416,3169,31429,872N/A
9/30/2020291,39716,2162,70117,875N/A
6/30/2020295,61618,1225,03221,073N/A
3/31/2020312,96620,23328,51048,216N/A
12/31/2019318,31523,285N/A42,176N/A
9/30/2019318,16923,126N/A36,087N/A
6/30/2019318,86323,051N/A36,929N/A
3/31/2019309,02523,376N/A45,964N/A
12/31/2018304,45423,017N/A40,562N/A
9/30/2018295,57822,668N/A33,212N/A
6/30/2018292,06821,856N/A35,645N/A
3/31/2018286,78720,879N/A26,595N/A
12/31/2017282,55620,384N/A28,385N/A
9/30/2017276,40619,428N/A35,662N/A
6/30/2017269,40918,909N/A32,709N/A
3/31/2017263,58419,446N/A33,697N/A
12/31/2016257,18119,176N/A35,351N/A
9/30/2016256,51618,625N/A36,569N/A
6/30/2016253,19518,119N/A36,598N/A
3/31/2016255,98219,224N/A38,802N/A
12/31/2015258,39919,098N/A41,683N/A
9/30/2015260,49319,894N/A39,722N/A
6/30/2015268,17620,163N/A35,245N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: MER 'nin tahmini kazanç büyümesi (yıllık 7.8% ) tasarruf oranının ( 6% ) üzerindedir.

Kazançlar ve Piyasa: MER şirketinin kazançlarının (yıllık 7.8% ) PH pazarından (yıllık 9.2% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: MER şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: MER şirketinin gelirinin (yıllık 4.4% ) PH pazarından (yıllık 8% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: MER şirketinin gelirinin (yıllık 4.4% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: MER 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 28.9 %)

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/09 17:29
Gün Sonu Hisse Fiyatı2026/05/08 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Manila Electric Company 15 Bu analistlerden 10, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Julian Vincent RoxasBofA Global Research
Eunice DolatreCGS International
Jan Derrick GuarinCLSA