Erawan Group Geçmiş Kazanç Performansı
Geçmiş kriter kontrolleri 2/6
Erawan Group yıllık ortalama 65.8% oranında kazançlarını artırırken, Hospitality sektöründe kazançlar growing at 43.5% annual. Gelirler growing yılda ortalama 29.4% oranında artmaktadır. Erawan Group'in özkaynak karlılığı 9.1% ve net marjı 10.8%'dir.
Anahtar bilgiler
65.83%
Kazanç büyüme oranı
70.86%
EPS büyüme oranı
| Hospitality Sektör Büyümesi | -8.34% |
| Gelir büyüme oranı | 29.44% |
| Özkaynak getirisi | 9.14% |
| Net Marj | 10.78% |
| Sonraki Kazanç Güncellemesi | 14 Aug 2026 |
Yakın geçmiş performans güncellemeleri
Recent updates
Anlatı Güncellemesi • May 20
ERW: Cash Dividend And Lower Discount Rate Will Support Future Upside
Analysts have slightly raised their THB price target for Erawan Group, citing updated assumptions around fair value, discount rates, revenue growth, profit margins, and future P/E that point to a modestly higher valuation outlook. What's in the News Board meeting scheduled for February 24, 2026, to consider a cash dividend payment, as notified to the Stock Exchange of Thailand (Key Developments) Annual dividend of THB 0.0700 per share announced, payable on May 27, 2026 (ex date March 10, 2026; record date March 11, 2026) (Key Developments) Valuation Changes Fair Value: THB 4.67236 to THB 4.71826, a small upward adjustment that slightly lifts the implied valuation range for the stock.Anlatı Güncellemesi • May 04
ERW: Cash Dividend And Premium P E Multiple Will Support Future Upside
Analysts have trimmed their fair value estimate for Erawan Group to THB4.67 from THB4.74, reflecting slightly higher discount rate assumptions and a more cautious view on future profit margins, even as revenue growth expectations and forward P/E remain broadly aligned with prior forecasts. What's in the News A board meeting is scheduled for February 24, 2026, with an agenda to consider a cash dividend payment, as notified to the President of the Stock Exchange of Thailand (Key Developments).Anlatı Güncellemesi • Apr 19
ERW: Dividend Policy And Premium P E Multiple Will Support Upside
Analysts have nudged their price target for Erawan Group slightly lower to THB4.74 from THB4.80, reflecting small adjustments to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Board meeting scheduled for February 24, 2026 to consider a cash dividend payment, as notified to the President of the Stock Exchange of Thailand (Key Developments).Anlatı Güncellemesi • Apr 05
ERW: Higher Future P E And Dividend Outlook Will Support Upside Potential
Analysts have nudged their price target on Erawan Group slightly higher, reflecting updated assumptions that include a fair value shift from THB 4.69 to THB 4.74, a higher discount rate, and revised expectations for revenue growth, profit margin, and future P/E. What's in the News A board meeting is scheduled for February 24, 2026, with an agenda that includes considering a cash dividend payment, as disclosed to the Stock Exchange of Thailand (Key Developments).
Anlatı Güncellemesi • Mar 22
ERW: Dividend Plan And Slightly Higher P/E Assumption Will Support Upside Potential
Analysts have inched up their fair value estimate for Erawan Group to THB3.10 from THB3.00, citing slightly higher assumptions for revenue growth, profit margin and future P/E, along with an updated discount rate. What's in the News Board meeting scheduled for February 24, 2026, to consider a cash dividend payment, as disclosed to the Stock Exchange of Thailand (company filing).Anlatı Güncellemesi • Mar 08
ERW: Higher Discount Rate And Dividend Plan Will Shape Balanced Outlook
Analysts have adjusted their view on Erawan Group, with the THB price target now reflecting a slightly higher discount rate, a more conservative revenue growth outlook, stronger projected profit margins, and a lower future P/E. Together, these factors point to a more earnings-focused rationale behind the updated valuation.Anlatı Güncellemesi • Feb 22
ERW: Future Asoke Lease And Lower Discount Rate Signal Balanced Outlook
Analysts have raised their price target for Erawan Group, citing adjustments to fair value, discount rate, revenue, profit margin, and expected future P/E to support the higher THB valuation. What's in the News Board meeting scheduled for Nov 24, 2025 to consider a long term land lease agreement with Akkara Sarapa Company Limited, the landowner.Anlatı Güncellemesi • Feb 07
ERW: Asoke Land Lease Will Support Future Margin Expansion And Upside Potential
Analysts have raised their fair value estimate for Erawan Group to ฿4.69 from ฿4.62, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E expectations as the main drivers of the change. What's in the News Board meeting scheduled for Nov 24, 2025 to review and approve a long term land lease agreement with Akkara Sarapa Company Limited for a plot near BTS Asoke Station in Bangkok, covering 20 41.8 rai (Key Developments).Anlatı Güncellemesi • Jan 24
ERW: Asoke Land Lease Will Support Future Margin Expansion And Upside Potential
Analysts have slightly adjusted their price target for Erawan Group, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. Together, these factors point to a refined view of the stock's risk and earnings potential in monetary terms.Anlatı Güncellemesi • Jan 10
ERW: Asoke Land Lease Will Support Future Margin Expansion And Upside Potential
Analysts have trimmed their price target for Erawan Group slightly, pointing to a modestly lower fair value per share of THB4.62 from THB4.66. This reflects a higher discount rate, a small adjustment to revenue growth assumptions, a higher future P/E multiple, and slightly softer profit margin expectations.Anlatı Güncellemesi • Dec 26
ERW: Asoke Land Lease Will Support Future Margin Expansion And Upside Potential
Analysts have trimmed their price target on Erawan Group slightly to THB 4.66 from THB 4.71, citing modestly lower discount rate and revenue growth assumptions, a marginally improved profit margin outlook, and a slightly reduced expected future P E multiple. What's in the News Board approves entry into a long term land lease agreement with Akkara Sarapa Company Limited for a 20 41.8 rai plot near BTS Asoke Station in Bangkok, positioning the company for future development in a prime transit oriented location (Board Meeting disclosure).Anlatı Güncellemesi • Dec 12
ERW: Long-Term Asoke Land Lease Will Support Margin Expansion
Analysts have nudged their price target on Erawan Group slightly higher to reflect a modest increase in fair value, supported by expectations of stronger profit margins and a marginally lower discount rate, despite tempering revenue growth and future P/E assumptions. What's in the News The board approved entry into a long-term land lease agreement with Akkara Sarapa Company Limited for a 20-41.8 rai plot near BTS Asoke Station in Bangkok, positioning the group for a new hospitality or mixed-use project in a prime transit location (Board Meeting filing).
Yeni Anlatı • Jan 27
Holiday Inn Pattaya Renovation May Improve Occupancy But Profit Margins Could Shrink Amid Challenges
Revenue growth is likely to benefit from expansions in the mid-scale, luxury, and budget segments, along with effective yield management.Gelir ve Gider Dağılımı
Gelir ve Gider Dağılımı
Erawan Group nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.
Kazanç ve Gelir Geçmişi
| Tarih | Gelir | Kazançlar | G+A Giderleri | Ar-Ge Giderleri |
|---|---|---|---|---|
| 31 Mar 26 | 8,051 | 868 | 2,099 | 0 |
| 31 Dec 25 | 7,930 | 838 | 2,050 | 0 |
| 30 Sep 25 | 7,897 | 843 | 2,010 | 0 |
| 30 Jun 25 | 7,964 | 911 | 1,995 | 0 |
| 31 Mar 25 | 8,054 | 1,209 | 2,017 | 0 |
| 31 Dec 24 | 8,039 | 1,281 | 1,997 | 0 |
| 30 Sep 24 | 7,697 | 1,117 | 1,981 | 0 |
| 30 Jun 24 | 7,584 | 1,141 | 1,944 | 0 |
| 31 Mar 24 | 7,383 | 921 | 1,889 | 0 |
| 31 Dec 23 | 7,037 | 743 | 1,815 | 0 |
| 30 Sep 23 | 6,881 | 768 | 1,744 | 0 |
| 30 Jun 23 | 6,428 | 609 | 1,653 | 0 |
| 31 Mar 23 | 5,794 | 327 | 1,531 | 0 |
| 31 Dec 22 | 4,666 | -224 | 1,365 | 0 |
| 30 Sep 22 | 3,566 | -709 | 1,210 | 0 |
| 30 Jun 22 | 2,530 | -1,321 | 1,058 | 0 |
| 31 Mar 22 | 1,793 | -1,871 | 960 | 0 |
| 31 Dec 21 | 1,536 | -2,050 | 915 | 0 |
| 30 Sep 21 | 1,512 | -2,278 | 875 | 0 |
| 30 Jun 21 | 1,693 | -2,169 | 931 | 0 |
| 31 Mar 21 | 1,506 | -2,105 | 908 | 0 |
| 31 Dec 20 | 2,337 | -1,715 | 1,043 | 0 |
| 30 Sep 20 | 3,467 | -1,066 | 1,238 | 0 |
| 30 Jun 20 | 4,537 | -509 | 1,368 | 0 |
| 31 Mar 20 | 5,864 | 108 | 1,571 | 0 |
| 31 Dec 19 | 6,416 | 446 | 1,651 | 0 |
| 30 Sep 19 | 6,412 | 450 | 1,622 | 0 |
| 30 Jun 19 | 6,347 | 448 | 1,626 | 0 |
| 31 Mar 19 | 6,300 | 485 | 1,610 | 0 |
| 31 Dec 18 | 6,313 | 536 | 1,595 | 0 |
| 30 Sep 18 | 6,174 | 518 | 1,429 | 0 |
| 30 Jun 18 | 6,190 | 556 | 1,410 | 0 |
| 31 Mar 18 | 6,188 | 584 | 1,419 | 0 |
| 31 Dec 17 | 6,037 | 506 | 1,411 | 0 |
| 30 Sep 17 | 5,881 | 448 | 1,408 | 0 |
| 30 Jun 17 | 5,806 | 424 | 1,396 | 0 |
| 31 Mar 17 | 5,736 | 383 | 1,367 | 0 |
| 31 Dec 16 | 5,652 | 367 | 1,346 | 0 |
| 30 Sep 16 | 5,614 | 364 | 1,350 | 0 |
| 30 Jun 16 | 5,455 | 289 | 1,311 | 0 |
| 31 Mar 16 | 5,381 | 247 | 1,294 | 0 |
| 31 Dec 15 | 5,286 | 195 | 1,271 | 0 |
| 30 Sep 15 | 5,256 | 146 | 1,300 | 0 |
| 30 Jun 15 | 5,065 | 83 | 1,261 | 0 |
Kaliteli Kazançlar: ERW yüksek kaliteli kazançlar sağlıyor.
Büyüyen Kar Marjı: ERW 'nin mevcut net kar marjları (10.8%) geçen yılın (15%) değerinden daha düşüktür.
Serbest Nakit Akışı ve Kazanç Analizi
Geçmiş Kazanç Büyüme Analizi
Kazanç Eğilimi: ERW son 5 yılda karlı hale geldi ve kazançlarını yıllık 65.8% oranında artırdı.
Büyüme Hızlandırma: ERW 'in son bir yıldır negatif kazanç büyümesi oldu, bu nedenle 5 yıllık ortalamasıyla karşılaştırılamaz.
Kazançlar vs. Sektör: ERW geçtiğimiz yıl negatif kazanç büyümesine ( -28.2% ) sahipti ve bu da onu Hospitality sektör ortalamasıyla ( -23.8% ) karşılaştırmayı zorlaştırıyordu.
Özkaynak Getirisi
Yüksek ROE: ERW 'nin Özsermaye Getirisi ( 9.1% ) düşük olarak değerlendiriliyor.
Varlık Getirisi
Kullanılan Sermaye Getirisi
Geçmişte güçlü performans gösteren şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/27 08:19 |
| Gün Sonu Hisse Fiyatı | 2026/05/27 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
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.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* 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
The Erawan Group Public Company Limited 24 Bu analistlerden 16, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Teerapol Udomvej | BofA Global Research |
| Narumon Ekasamut | Bualuang Securities PCL |
| Kalvalee Thongsomaung | Bualuang Securities PCL |