Sembcorp Industries Ltd

SGX:U96 Stok Raporu

Piyasa değeri: S$11.9b

Sembcorp Industries Temettüler ve Geri Alımlar

Temettü kriter kontrolleri 3/6

Sembcorp Industries kazançlarla iyi bir şekilde karşılanan, mevcut getirisi 3.74% olan temettü ödeyen bir şirkettir. Bir sonraki ödeme tarihi, temettüden önceki tarihi 15th May, 2026 olan 6th May, 2026 dir.

Anahtar bilgiler

3.7%

Temettü verimi

0.6%

Geri Alım Getirisi

Toplam Hissedar Getirisi4.3%
Gelecekteki Temettü Verimi4.9%
Temettü Büyümesi9.6%
Bir sonraki temettü ödeme tarihi15 May 26
Eski temettü tarihi06 May 26
Hisse başına temettün/a
Ödeme oranı45%

Son temettü ve geri alım güncellemeleri

Sembcorp Industries (SGX:U96) Is Due To Pay A Dividend Of SGD0.09

Aug 12
Sembcorp Industries (SGX:U96) Is Due To Pay A Dividend Of SGD0.09

Recent updates

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).

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.

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).

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.

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).

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).

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).

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.

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).

A Look At The Fair Value Of Sembcorp Industries Ltd (SGX:U96)

Dec 19
A Look At The Fair Value Of Sembcorp Industries Ltd (SGX:U96)

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.

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.

Here's Why Sembcorp Industries (SGX:U96) Has A Meaningful Debt Burden

Nov 18
Here's Why Sembcorp Industries (SGX:U96) Has A Meaningful Debt Burden

With EPS Growth And More, Sembcorp Industries (SGX:U96) Makes An Interesting Case

Nov 03
With EPS Growth And More, Sembcorp Industries (SGX:U96) Makes An Interesting Case

Sembcorp Industries Ltd's (SGX:U96) Share Price Is Matching Sentiment Around Its Earnings

Oct 19
Sembcorp Industries Ltd's (SGX:U96) Share Price Is Matching Sentiment Around Its Earnings

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.

Concerns Surrounding Sembcorp Industries' (SGX:U96) Performance

Aug 19
Concerns Surrounding Sembcorp Industries' (SGX:U96) Performance

Sembcorp Industries (SGX:U96) Is Due To Pay A Dividend Of SGD0.09

Aug 12
Sembcorp Industries (SGX:U96) Is Due To Pay A Dividend Of SGD0.09

Sembcorp Industries Ltd Recorded A 13% Miss On Revenue: Analysts Are Revisiting Their Models

Aug 11
Sembcorp Industries Ltd Recorded A 13% Miss On Revenue: Analysts Are Revisiting Their Models

Sembcorp Industries (SGX:U96) Takes On Some Risk With Its Use Of Debt

Aug 10
Sembcorp Industries (SGX:U96) Takes On Some Risk With Its Use Of Debt

Estimating The Fair Value Of Sembcorp Industries Ltd (SGX:U96)

Jul 21
Estimating The Fair Value Of Sembcorp Industries Ltd (SGX:U96)

Sembcorp Industries Ltd's (SGX:U96) Earnings Haven't Escaped The Attention Of Investors

Jun 29
Sembcorp Industries Ltd's (SGX:U96) Earnings Haven't Escaped The Attention Of Investors
User avatar

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.

Ödemelerde İstikrar ve Büyüme

Temettü verilerini getirme

İstikrarlı Temettü: U96 şirketinin temettü ödemeleri son 10 yıldır dalgalı seyretti.

Büyüyen Temettü: U96 şirketinin temettü ödemeleri son 10 yıldır artış göstermektedir.


Piyasaya Karşı Temettü Getirisi

Sembcorp Industries Piyasaya Karşı Temettü Getirisi
U96 temettü verimi piyasa ile karşılaştırıldığında nasıldır?
SegmentTemettü Verimi
Şirket (U96)3.7%
Pazarın Alt %25'i (SG)1.8%
Pazarın En İyi %25'i (SG)5.0%
Sektör Ortalaması (Integrated Utilities)2.9%
Analist tahmini (U96) (3 yıla kadar)4.9%

Önemli Temettü: U96 'in temettüsü ( 3.74% ), SG piyasasındaki temettü ödeyenlerin en alttaki %25'inden ( 1.83% ) daha yüksektir.

Yüksek Temettü: U96 'in temettüsü ( 3.74% ), SG piyasasındaki temettü ödeyenlerin en üst %25'ine ( 5% ) kıyasla düşüktür.


Hissedarlara Ödenen Kazanç

Kazanç Kapsamı: Oldukça düşük ödeme oranı ( 45.2% ) ile U96 'un temettü ödemeleri kazançlarla oldukça iyi bir şekilde karşılanıyor.


Hissedarlara Nakit Ödeme

Nakit Akışı Kapsamı: Yüksek nakit ödeme oranı ( 214% ) nedeniyle, U96 'un temettü ödemeleri nakit akışları tarafından yeterince karşılanmıyor.


Güçlü temettü ödeyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/05 19:33
Gün Sonu Hisse Fiyatı2026/05/05 00:00
Kazançlar2025/12/31
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

Sembcorp Industries Ltd 27 Bu analistlerden 13, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Yu Jie LoBofA Global Research
Siew Khee LimCGS International
Luis HiladoCitigroup Inc