ACWA Power Company

SASE:2082 Stok Raporu

Piyasa değeri: ر.س151.9b

ACWA Power Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 2/6

ACWA Power yıllık ortalama 17.7% oranında kazançlarını artırırken, Renewable Energy sektöründe kazançlar growing at 6% annual. Gelirler growing yılda ortalama 9% oranında artmaktadır. ACWA Power'in özkaynak karlılığı 6.1% ve net marjı 23.7%'dir.

Anahtar bilgiler

17.66%

Kazanç büyüme oranı

15.62%

EPS büyüme oranı

Renewable Energy Sektör Büyümesi12.65%
Gelir büyüme oranı8.95%
Özkaynak getirisi6.10%
Net Marj23.70%
Sonraki Kazanç Güncellemesi06 Aug 2026

Yakın geçmiş performans güncellemeleri

Recent updates

Anlatı Güncellemesi Jun 16

2082: Higher Revenue Outlook And Margin Pressure Will Shape Future Returns

Analysts have reduced their ACWA Power price target from SAR245 to SAR205 as updated assumptions point to higher projected revenue growth, lower profit margin, and a more conservative future P/E multiple. What's in the News for ACWA Power Analysts revised their ACWA Power price target to SAR205, down from SAR245, citing updated assumptions around revenue growth, profit margins, and P/E multiple expectations.
Anlatı Güncellemesi Jun 02

2082: Governance Uncertainty Around Board Changes Will Drive A More Cautious Outlook

Analysts have cut their price target on ACWA Power from SAR191.83 to SAR145.00, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E expectations. What's in the News ACWA Power has scheduled a Board meeting for Mar 12, 2026, to address governance and board composition matters.
Anlatı Güncellemesi Apr 30

2082: Higher Margin And P/E Assumptions Will Sustain Current Overvaluation

Analysts have kept their SAR100.00 price target for ACWA Power unchanged, citing a slightly higher discount rate and P/E assumptions together with updated revenue growth and margin expectations as key reasons for maintaining their view. What's in the News The Board plans to meet on March 12, 2026, to vote on appointing Yazeed bin Abdulrahman Al Humaid to fill a vacant Board seat through January 4, 2029, alongside other business items (Board Meeting).
Anlatı Güncellemesi Apr 16

2082: New Leadership And Large Gulf Projects Will Support Future Returns

Analysts have maintained their SAR245.00 price target for ACWA Power, noting only minor adjustments to assumptions on discount rate, revenue growth, profit margin, and future P/E that do not materially change their overall view. What's in the News Appointment of Dr. Samir J.
Anlatı Güncellemesi Apr 02

2082: New Leadership And Major Projects Will Drive Future Earnings

Analysts have adjusted their price target on ACWA Power from SAR 280 to SAR 245, reflecting updated views on fair value, discount rate, revenue growth, profit margins, and future P/E assumptions. What's in the News Appointment of Dr. Samir J.
Anlatı Güncellemesi Mar 18

2082: Higher Margin Assumptions Will Eventually Undermine Current Overvaluation

Analysts have maintained their SAR 100.00 price target for ACWA Power, reflecting updated assumptions of slightly lower revenue growth and discount rate, a higher expected profit margin, and a modestly lower future P/E multiple. What's in the News The Board has appointed Dr. Samir J.
Anlatı Güncellemesi Mar 04

2082: New Leadership And Long-Term Projects Will Support Stronger Future Earnings

Analysts have maintained their SAR 280.00 price target for ACWA Power, citing updated assumptions regarding slightly different discount rates, revenue growth, profit margins and future P/E ratios that continue to support the previous valuation level. What's in the News ACWA Power appointed Dr. Samir J.
Anlatı Güncellemesi Feb 18

2082: Higher Discount Rate Will Outweigh New Long-Term Project Wins

Analysts have trimmed their fair value estimate for ACWA Power from SAR110.00 to SAR100.00 because higher assumed discount rates and a lower future P/E offset updated expectations for revenue growth and profit margins. What's in the News Signed an Energy Conversion and Water Purchase Agreement for the Az-Zour North Phase 2 & 3 IWPP in Kuwait, a CCGT plant with 2,700 MW power capacity and a seawater reverse osmosis facility targeting around 545,500 m³ per day, under a 25 year BOT structure with the Ministry of Electricity, Water and Renewable Energy (Client Announcements) ACWA Power holds an effective 24% share in the Az-Zour North Phase 2 & 3 project, with contracted revenues expected to be reflected at financial close (Client Announcements) Signed a Public Private Partnership Agreement for Azerbaijan’s first large scale Caspian Sea seawater reverse osmosis desalination plant, with a contract value of about US$400m (SAR 1.5b) and a 27.5 year term including construction, dated 26 December 2025 (Client Announcements) Completed financial close for five large scale PV solar plants in Saudi Arabia, with capacities of 2,000 MW, 2,000 MW, 3,000 MW, 3,000 MW and 2,000 MW and a combined financing amount of SAR 16.9b (about US$4.5b) to support development, construction and operation (Business Expansions) Scheduled a special or extraordinary shareholders meeting in Riyadh, Saudi Arabia, on 23 February 2026 at 21:30 Arab Standard Time (Special/Extraordinary Shareholders Meeting) Valuation Changes Fair Value: Trimmed from SAR110.00 to SAR100.00, a reduction of about 9% in the updated assessment.
Anlatı Güncellemesi Feb 04

2082: Long-Term Projects And Stable Outlook Will Support Stronger Future Earnings

Analysts have kept their fair value estimate for ACWA Power steady at SAR 280.0, with only minor model tweaks to the discount rate, revenue growth, profit margin, and future P/E underpinning the unchanged price target. What's in the News ACWA Power plans a Special or Extraordinary Shareholders Meeting on February 23, 2026, at 21:30 Arab Standard Time in Riyadh, Saudi Arabia, giving investors a formal event to watch for potential updates on governance or capital decisions (Key Developments).
Analiz Makalesi Jan 31

Shareholders Should Be Pleased With ACWA Power Company's (TADAWUL:2082) Price

When you see that almost half of the companies in the Renewable Energy industry in Saudi Arabia have price-to-sales...
Anlatı Güncellemesi Jan 20

2082: Long Dated Projects And Partnerships Will Support Balanced Future Outlook

Analysts have kept their fair value estimate for ACWA Power steady at 191.83, with only minor tweaks to key model inputs such as discount rate, long term revenue growth, profit margin and future P/E. This suggests their updated price targets mainly reflect refined assumptions rather than a change in the core valuation view.
Anlatı Güncellemesi Jan 05

2082: New Long Term Projects And Margins Will Support Upside Potential

Narrative Update Analysts have trimmed their fair value estimate for ACWA Power from SAR198.20 to about SAR191.83, as slightly softer revenue growth assumptions and a lower future P/E multiple more than offset a modestly higher projected profit margin and a marginally reduced discount rate. What's in the News ACWA Power signed a public private partnership agreement for Azerbaijan’s first large scale Caspian Sea reverse osmosis desalination plant, with a contract value of about US$400m (SAR 1.5b) and a 27.5 year term including construction, with the contract signed on December 26, 2025 (company announcement).
Analiz Makalesi Dec 27

Capital Allocation Trends At ACWA Power (TADAWUL:2082) Aren't Ideal

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Anlatı Güncellemesi Dec 14

2082: Expanding Renewable Projects Will Drive Stronger Long-Term Earnings Potential

Analysts have modestly raised their price target on ACWA Power to SAR 280.00, citing slightly higher expectations for revenue growth and profit margins, along with a marginally lower future price to earnings multiple that together support a stable fair value outlook. What's in the News ACWA Power received an Initial Commercial Operation Certificate for an additional 1,000 MW at the ArRass2 PV IPP in Qassim, Saudi Arabia, bringing total project capacity to 2,000 MW, with financial impact expected in the fourth quarter of 2025 (company announcement).
Anlatı Güncellemesi Nov 30

2082: New Renewable Projects And Strong Margins Will Balance Risks This Year

Narrative Update on ACWA Power Analysts have raised their price target for ACWA Power by SAR 1.00 to SAR 198.20, citing increasing profit margins, which offset slightly moderated revenue growth projections. What's in the News ACWA Power's ArRass2 PV IPP project in the Qassim Region, Saudi Arabia, has received an Initial Commercial Operation Certificate for an additional 1,000 MW.
Anlatı Güncellemesi Nov 16

2082: Multiple New Projects Are Expected To Drive Steady Performance Ahead

Analysts have slightly reduced their price target for ACWA Power from SAR 197.4 to SAR 197.2, citing changes in projections for revenue growth and profitability. What's in the News ACWA Power received the Initial Commercial Operation Certificate for an additional 1,000 MW capacity at the ArRass2 PV IPP project in Qassim Region.
Anlatı Güncellemesi Nov 01

2082: Lower Revenue Outlook Will Outweigh Benefits From Recent Partnerships

Analysts have updated their price target for ACWA Power, maintaining the fair value estimate at SAR197.40. Recent adjustments to projected revenue growth and profit margins have offset each other in their latest financial models.
Anlatı Güncellemesi Oct 18

Global Renewables Will Advance Despite Construction And Debt Risks

Narrative Update: ACWA Power Analyst Price Target Analysts have maintained their fair value estimate for ACWA Power at SAR 197.40. There have only been minor adjustments to underlying discount rates and projected valuation metrics, reflecting continued confidence in the company's outlook despite modest refinements.
Anlatı Güncellemesi Oct 04

Global Renewables Will Advance Despite Construction And Debt Risks

Analysts have raised their price target for ACWA Power from SAR 187.5 to SAR 197.4. They cite improved profit margin projections and a slight increase in future valuation multiples as the primary drivers behind the update. What's in the News ACWA Power received the second Commercial Operation Certificate for the SAAD 2 PV project in Riyadh, Saudi Arabia, reaching its full operating capacity of 1,125 MW.
Anlatı Güncellemesi Sep 19

Global Renewables Will Advance Despite Construction And Debt Risks

The downward revision in ACWA Power’s price target reflects marginal declines in both forward P/E and revenue growth forecasts, with the consensus fair value now at SAR187.50. What's in the News SAAD 2 PV project in Riyadh reached full operating capacity of 1,125 MW, with ACWA Power holding a 50.1% stake; financial impact expected in H2 2025.
Anlatı Güncellemesi Sep 04

Global Renewables Will Advance Despite Construction And Debt Risks

Due to a modest decline in ACWA Power’s Future P/E, indicating slightly improved earnings expectations, but with the discount rate unchanged, the consensus Analyst Price Target has remained steady at SAR196.43. What's in the News SAAD 2 PV project in Riyadh reached full operating capacity of 1,125 MW, with ACWA Power holding a 50.1% stake; financial impact expected in H2 2025.
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Yeni Anlatı Jul 06

Vision 2030 Initiatives Will Advance Despite Geopolitical And Execution Risks

Overly optimistic growth expectations may falter if project execution, financing costs, or shifting government priorities create headwinds to portfolio expansion and revenue visibility.

Gelir ve Gider Dağılımı

ACWA Power nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

SASE:2082 Gelir, gider ve kazançlar (SAR Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Mar 267,4691,7701,7970
31 Dec 257,4141,8521,7740
30 Sep 257,1101,7821,6850
30 Jun 257,1981,7391,6870
31 Mar 257,0131,8871,7900
31 Dec 246,2971,7571,7480
30 Sep 246,3711,8331,7050
30 Jun 246,1661,9021,4840
31 Mar 246,0151,6931,3230
31 Dec 236,0951,6691,2340
30 Sep 235,8541,5141,2270
30 Jun 235,5741,4581,1250
31 Mar 235,4561,4241,0670
31 Dec 225,2761,3231,0270
30 Sep 225,1801,2899190
30 Jun 225,1869461,1860
31 Mar 225,1448601,1900
31 Dec 215,2358231,2000
30 Sep 214,9544541,1510
30 Jun 215,0539948250
31 Mar 215,0098988750
31 Dec 204,8298638150
30 Sep 204,9611,3348340
31 Dec 194,1156206780
31 Dec 183,5547376820
31 Dec 173,7838357180
31 Dec 163,1958756020

Kaliteli Kazançlar: 2082 yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: 2082 'nin mevcut net kar marjları (23.7%) geçen yılın (26.9%) değerinden daha düşüktür.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: 2082 şirketinin kazancı son 5 yılda yılda 17.7% oranında arttı.

Büyüme Hızlandırma: 2082 'in son bir yıldır negatif kazanç büyümesi oldu, bu nedenle 5 yıllık ortalamasıyla karşılaştırılamaz.

Kazançlar vs. Sektör: 2082 geçtiğimiz yıl negatif kazanç büyümesine ( -6.2% ) sahipti ve bu da onu Renewable Energy sektör ortalamasıyla ( 0.7% ) karşılaştırmayı zorlaştırıyordu.


Özkaynak Getirisi

Yüksek ROE: 2082 'nin Özsermaye Getirisi ( 6.1% ) düşük olarak değerlendiriliyor.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/08/04 13:32
Gün Sonu Hisse Fiyatı2026/08/04 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 kullanacağınıza dair 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

ACWA Power Company 11 Bu analistlerden 7, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
null nullAl Rajhi Capital
Soha SaniourArqaam Capital Research Offshore S.A.L.
Nikhil NiganiaBernstein