Major Estimate Revision • Jun 05
Consensus EPS estimates fall by 30% The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ر.س4.99b to ر.س4.82b. EPS estimate also fell from ر.س0.763 per share to ر.س0.534 per share. Net income forecast to grow 293% next year vs 88% growth forecast for Hospitality industry in Saudi Arabia. Consensus price target down from ر.س24.82 to ر.س24.14. Share price rose 3.7% to ر.س21.25 over the past week. New Risk • May 27
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company. Price Target Changed • May 17
Price target decreased by 10.0% to ر.س25.53 Down from ر.س28.35, the current price target is an average from 4 analysts. New target price is 22% above last closing price of ر.س20.98. Stock is down 18% over the past year. The company is forecast to post earnings per share of ر.س0.34 for next year compared to ر.س0.17 last year. Reported Earnings • May 14
First quarter 2026 earnings released: EPS: ر.س0.15 (vs ر.س0.13 in 1Q 2025) First quarter 2026 results: EPS: ر.س0.15 (up from ر.س0.13 in 1Q 2025). Revenue: ر.س1.09b (down 1.4% from 1Q 2025). Net income: ر.س42.1m (up 14% from 1Q 2025). Profit margin: 3.9% (up from 3.4% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Hospitality industry in Saudi Arabia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance. Duyuru • May 06
Seera Holding Group, Annual General Meeting, Jun 02, 2026 Seera Holding Group, Annual General Meeting, Jun 02, 2026, at 18:30 Arab Standard Time. Location: riyadh Saudi Arabia Reported Earnings • Mar 16
Full year 2025 earnings: EPS and revenues miss analyst expectations Full year 2025 results: EPS: ر.س0.17 (up from ر.س0.68 loss in FY 2024). Revenue: ر.س4.72b (up 15% from FY 2024). Net income: ر.س106.0m (up ر.س305.0m from FY 2024). Profit margin: 2.2% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) also missed analyst estimates by 66%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Hospitality industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings. Reported Earnings • Nov 12
Third quarter 2025 earnings released: EPS: ر.س0.12 (vs ر.س0.10 in 3Q 2024) Third quarter 2025 results: EPS: ر.س0.12 (up from ر.س0.10 in 3Q 2024). Revenue: ر.س1.40b (up 41% from 3Q 2024). Net income: ر.س49.9m (up 63% from 3Q 2024). Profit margin: 3.6% (up from 3.1% in 3Q 2024). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Hospitality industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings. Price Target Changed • Oct 26
Price target increased by 7.3% to ر.س28.45 Up from ر.س26.53, the current price target is an average from 6 analysts. New target price is 7.4% below last closing price of ر.س30.74. Stock is up 32% over the past year. The company is forecast to post earnings per share of ر.س0.62 next year compared to a net loss per share of ر.س0.68 last year. Reported Earnings • Aug 12
Second quarter 2025 earnings released: EPS: ر.س0.01 (vs ر.س0.18 in 2Q 2024) Second quarter 2025 results: EPS: ر.س0.01 (down from ر.س0.18 in 2Q 2024). Revenue: ر.س1.21b (up 18% from 2Q 2024). Net income: ر.س3.07m (down 94% from 2Q 2024). Profit margin: 0.3% (down from 5.3% in 2Q 2024). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Hospitality industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings. Reported Earnings • May 13
First quarter 2025 earnings released: EPS: ر.س0.13 (vs ر.س0.15 in 1Q 2024) First quarter 2025 results: EPS: ر.س0.13. Revenue: ر.س1.10b (up 2.5% from 1Q 2024). Net income: ر.س53.2m (up 16% from 1Q 2024). Profit margin: 4.8% (up from 4.3% in 1Q 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Saudi Arabia. Duyuru • May 05
Seera Holding Group, Annual General Meeting, May 25, 2025 Seera Holding Group, Annual General Meeting, May 25, 2025, at 20:00 Arab Standard Time. Location: riyadh Saudi Arabia Reported Earnings • Mar 06
Full year 2024 earnings: EPS misses analyst expectations Full year 2024 results: ر.س0.68 loss per share (down from ر.س0.86 profit in FY 2023). Revenue: ر.س4.11b (up 25% from FY 2023). Net loss: ر.س138.4m (down 154% from profit in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Hospitality industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Major Estimate Revision • Nov 23
Consensus EPS estimates fall by 26% The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ر.س0.759 to ر.س0.56 per share. Revenue forecast steady at ر.س4.08b. Net income forecast to grow 0.08% next year vs 58% growth forecast for Hospitality industry in Saudi Arabia. Consensus price target broadly unchanged at ر.س29.18. Share price was steady at ر.س22.54 over the past week. Reported Earnings • Nov 11
Third quarter 2024 earnings released: EPS: ر.س0.10 (vs ر.س0.081 in 3Q 2023) Third quarter 2024 results: EPS: ر.س0.10 (up from ر.س0.081 in 3Q 2023). Revenue: ر.س995.2m (up 24% from 3Q 2023). Net income: ر.س43.4m (up 81% from 3Q 2023). Profit margin: 4.4% (up from 3.0% in 3Q 2023). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 121% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Major Estimate Revision • Sep 26
Consensus EPS estimates fall by 11%, revenue upgraded The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from ر.س4.02b to ر.س4.08b. EPS estimate fell from ر.س0.859 to ر.س0.761 per share. Net income forecast to grow 11% next year vs 22% growth forecast for Hospitality industry in Saudi Arabia. Consensus price target down from ر.س30.52 to ر.س29.54. Share price rose 3.2% to ر.س24.20 over the past week. Major Estimate Revision • Aug 23
Consensus EPS estimates fall by 15%, revenue upgraded The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from ر.س4.13b to ر.س4.18b. EPS estimate fell from ر.س0.939 to ر.س0.80 per share. Net income forecast to grow 38% next year vs 21% growth forecast for Hospitality industry in Saudi Arabia. Consensus price target broadly unchanged at ر.س30.83. Share price was steady at ر.س24.16 over the past week. Reported Earnings • Aug 16
Second quarter 2024 earnings released: EPS: ر.س0.18 (vs ر.س0.23 in 2Q 2023) Second quarter 2024 results: EPS: ر.س0.18 (down from ر.س0.23 in 2Q 2023). Revenue: ر.س1.03b (up 44% from 2Q 2023). Net income: ر.س54.4m (down 21% from 2Q 2023). Profit margin: 5.3% (down from 9.6% in 2Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 125% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Reported Earnings • May 17
First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behind First quarter 2024 results: EPS: ر.س0.16. Revenue: ر.س1.08b (up 36% from 1Q 2023). Net income: ر.س60.8m (up 9.6% from 1Q 2023). Profit margin: 5.6% (down from 7.0% in 1Q 2023). Revenue exceeded analyst estimates by 9.0%. Earnings per share (EPS) missed analyst estimates by 23%. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in Saudi Arabia. Duyuru • May 10
Seera Holding Group, Annual General Meeting, May 30, 2024 Seera Holding Group, Annual General Meeting, May 30, 2024, at 19:30 Arab Standard Time. Location: riyadh Saudi Arabia Major Estimate Revision • Apr 20
Consensus EPS estimates fall by 20%, revenue upgraded The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from ر.س3.79b to ر.س3.89b. EPS estimate fell from ر.س1.05 to ر.س0.837 per share. Net income forecast to shrink 15% next year vs 62% growth forecast for Hospitality industry in Saudi Arabia . Consensus price target broadly unchanged at ر.س30.47. Share price was steady at ر.س28.00 over the past week. Reported Earnings • Apr 07
Full year 2023 earnings: EPS and revenues exceed analyst expectations Full year 2023 results: EPS: ر.س0.87 (up from ر.س0.16 loss in FY 2022). Revenue: ر.س3.29b (up 45% from FY 2022). Net income: ر.س256.7m (up ر.س304.4m from FY 2022). Profit margin: 7.8% (up from net loss in FY 2022). Revenue exceeded analyst estimates by 6.7%. Earnings per share (EPS) also surpassed analyst estimates by 36%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Feb 19
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ر.س35.00, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 38x in the Hospitality industry in Saudi Arabia. Total returns to shareholders of 101% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ر.س16.61 per share. Price Target Changed • Dec 29
Price target increased by 7.1% to ر.س29.56 Up from ر.س27.60, the current price target is an average from 5 analysts. New target price is 11% above last closing price of ر.س26.60. Stock is up 53% over the past year. The company is forecast to post earnings per share of ر.س0.63 next year compared to a net loss per share of ر.س0.16 last year. Duyuru • Dec 22
Seera Holding Group, Annual General Meeting, Jan 11, 2024 Seera Holding Group, Annual General Meeting, Jan 11, 2024, at 16:00 Coordinated Universal Time. Location: Head office Riyadh Saudi Arabia Agenda: To consider and vote on electing the members of the Board of Directors from among the candidates for the next session, which starts from 29/03/2024 AD and lasts for four years, ending on 28/03/2028 AD. New Risk • Nov 11
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 45% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (13% increase in shares outstanding). Reported Earnings • Nov 10
Third quarter 2023 earnings released: EPS: ر.س0.081 (vs ر.س0.18 in 3Q 2022) Third quarter 2023 results: EPS: ر.س0.081 (down from ر.س0.18 in 3Q 2022). Revenue: ر.س800.8m (up 42% from 3Q 2022). Net income: ر.س24.0m (down 55% from 3Q 2022). Profit margin: 3.0% (down from 9.4% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Major Estimate Revision • Aug 24
Consensus EPS estimates increase by 36% The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from ر.س2.84b to ر.س2.89b. EPS estimate increased from ر.س0.522 to ر.س0.71 per share. Net income forecast to grow 24% next year vs 31% growth forecast for Hospitality industry in Saudi Arabia. Consensus price target broadly unchanged at ر.س27.15. Share price was steady at ر.س26.90 over the past week. Reported Earnings • Aug 11
Second quarter 2023 earnings released Second quarter 2023 results: Revenue: ر.س716.2m (up 26% from 2Q 2022). Net income: ر.س66.9m (up ر.س136.0m from 2Q 2022). Profit margin: 9.3% (up from net loss in 2Q 2022). Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings. Price Target Changed • Apr 26
Price target increased by 13% to ر.س24.13 Up from ر.س21.35, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of ر.س24.34. Stock is up 15% over the past year. The company is forecast to post earnings per share of ر.س0.43 next year compared to a net loss per share of ر.س0.16 last year. Duyuru • Jan 31
Majed Bin Ayedh Alnefaie Resigns as the CEO of Seera Group Holding Majed bin Ayedh Alnefaie has resigned from his post as the CEO of Seera Group Holding due to personal circumstances, according to a bourse filing. The company's board accepted Alnefaie's resignation on 28 January 2023, yet it will be effective on 1 February this year. Meanwhile, Seera indicated that it will disclose any further developments regarding the appointment of a new or acting CEO in due course. Board Change • Nov 16
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Reported Earnings • Nov 09
Third quarter 2022 earnings released Third quarter 2022 results: Revenue: ر.س565.4m (up 53% from 3Q 2021). Net income: ر.س54.1m (up ر.س126.0m from 3Q 2021). Profit margin: 9.6% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Hospitality industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance. Reported Earnings • Aug 25
Second quarter 2022 earnings released Second quarter 2022 results: ر.س0.28 loss per share. Revenue: ر.س569.2m (up 99% from 2Q 2021). Net loss: ر.س68.0m (loss narrowed 31% from 2Q 2021). Over the next year, revenue is forecast to grow 6.5%, compared to a 41% growth forecast for the Hospitality industry in Saudi Arabia. Reported Earnings • May 11
First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behind First quarter 2022 results: ر.س0.26 loss per share (up from ر.س0.55 loss in 1Q 2021). Revenue: ر.س492.6m (up 165% from 1Q 2021). Net loss: ر.س63.1m (loss narrowed 51% from 1Q 2021). Revenue missed analyst estimates by 56%. Earnings per share (EPS) exceeded analyst estimates by 100%. Over the next year, revenue is forecast to grow 28%, compared to a 45% growth forecast for the industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings. Board Change • Apr 27
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Duyuru • Apr 24
Seera Holding Group, Annual General Meeting, May 30, 2022 Seera Holding Group, Annual General Meeting, May 30, 2022, at 17:00 Coordinated Universal Time. Location: Head office Riyadh United Arab Emirates Reported Earnings • Mar 29
Full year 2021 earnings: Revenues exceed analyst expectations Full year 2021 results: Revenue: ر.س1.33b (up 47% from FY 2020). Net loss: ر.س377.7m (down ر.س394.8m from profit in FY 2020). Revenue exceeded analyst estimates by 5.5%. Over the next year, revenue is forecast to grow 65%, compared to a 59% growth forecast for the restaurants industry in Saudi Arabia. Reported Earnings • Nov 11
Third quarter 2021 earnings released The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: ر.س369.1m (up 160% from 3Q 2020). Net loss: ر.س72.0m (loss narrowed 59% from 3Q 2020). Price Target Changed • Sep 27
Price target increased to ر.س21.15 Up from ر.س17.93, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of ر.س21.58. Stock is up 13% over the past year. Reported Earnings • Aug 18
Second quarter 2021 earnings released: ر.س0.42 loss per share (vs ر.س0.72 loss in 2Q 2020) The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: ر.س285.6m (up 107% from 2Q 2020). Net loss: ر.س98.3m (loss narrowed 42% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings. Reported Earnings • May 08
First quarter 2021 earnings released: ر.س0.55 loss per share (vs ر.س4.74 profit in 1Q 2020) The company reported a poor first quarter result with weaker earnings, revenues and control over costs. First quarter 2021 results: Revenue: ر.س186.3m (down 53% from 1Q 2020). Net loss: ر.س129.7m (down 112% from profit in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Price Target Changed • Apr 28
Price target increased to ر.س18.00 Up from ر.س16.80, the current price target is an average from 3 analysts. New target price is 7.8% below last closing price of ر.س19.52. Stock is up 26% over the past year. Reported Earnings • Mar 30
Full year 2020 earnings released: EPS ر.س0.046 (vs ر.س0.77 in FY 2019) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: ر.س904.6m (down 59% from FY 2019). Net income: ر.س10.8m (down 94% from FY 2019). Profit margin: 1.2% (down from 8.2% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Price Target Changed • Mar 19
Price target decreased to ر.س15.70 Down from ر.س18.30, the current price target is an average from 3 analysts. New target price is 18% below last closing price of ر.س19.20. Stock is up 37% over the past year. Duyuru • Dec 17
Seera Holding Group, Annual General Meeting, Jan 07, 2021 Seera Holding Group, Annual General Meeting, Jan 07, 2021, at 16:00 Coordinated Universal Time. Agenda: To Vote on the election of members of the Board of Directors; and to consider the formation of the review committee. Reported Earnings • Nov 02
Third quarter 2020 earnings released: ر.س0.75 loss per share The company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: ر.س142.0m (down 78% from 3Q 2019). Net loss: ر.س177.0m (down 381% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Is New 90 Day High Low • Nov 02
New 90-day low: ر.س16.58 The company is down 1.0% from its price of ر.س16.72 on 28 July 2020. The Saudi market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ر.س8.12 per share. Major Estimate Revision • Oct 29
Analysts lower revenue estimates to ر.س1.13b The 2020 consensus revenue estimate decreased from ر.س1.37b. Earning per share (EPS) estimate was also lowered from ر.س4.27 to ر.س2.84 for the same period. Net income is expected to shrink by 21% next year compared to 23% growth forecast for the Hospitality industry in Saudi Arabia . The consensus price target of ر.س17.40 was unchanged from the last update. Share price is down by 8.6% to ر.س17.58 over the past week. Is New 90 Day High Low • Oct 14
New 90-day high: ر.س20.00 The company is up 21% from its price of ر.س16.58 on 16 July 2020. The Saudi market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ر.س7.96 per share. 