Siam Cement Geçmiş Kazanç Performansı
Geçmiş kriter kontrolleri 3/6
Siam Cement şirketinin kazançları yıllık ortalama -31.4% oranında azalırken, Basic Materials sektörünün kazançları yıllık 6.5% oranında artan oldu. Gelirler yıllık ortalama 0.2% oranında azalan oldu. Siam Cement şirketinin öz sermaye getirisi 3.9% olup, net marjı 3.9% dir.
Anahtar bilgiler
-31.37%
Kazanç büyüme oranı
-31.37%
EPS büyüme oranı
| Basic Materials Sektör Büyümesi | 5.57% |
| Gelir büyüme oranı | -0.17% |
| Özkaynak getirisi | 3.87% |
| Net Marj | 3.87% |
| Son Kazanç Güncellemesi | 31 Mar 2026 |
Yakın geçmiş performans güncellemeleri
Recent updates
Anlatı Güncellemesi • May 22
SCC: Higher Fair Value Will Offset Temporary Petrochemical Plant Shutdowns
Analysts have lifted their price target on Siam Cement to THB 290 from THB 270, reflecting updated assumptions that include a slightly higher revenue growth outlook, a modestly stronger profit margin, a marginally lower discount rate, and a higher future P/E multiple. What's in the News Siam Cement temporarily suspended operations at subsidiary Long Son Petrochemicals in Vietnam in or around mid May 2026, citing prolonged uncertainty around feedstock supply linked to the situation in the Middle East, after previously shutting the Rayong Olefins olefins plant in Thailand (company disclosure).
Anlatı Güncellemesi • May 07
SCC: Temporary Petrochemical Suspension And Asset Sale Will Support Balanced Outlook
Analysts have slightly reduced their price target for Siam Cement from THB218.78 to THB217.78 to reflect updated assumptions on discount rates, revenue growth, profit margins and future P/E. What's in the News Operations at Long Son Petrochemicals Co. Ltd.Anlatı Güncellemesi • Apr 22
SCC: Upcoming THB 5 Dividend And 2026 AGM Timeline Will Support Upside Potential
Analysts have revised their price target for Siam Cement from THB351.12 to THB270.00, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News The board plans to meet on March 25, 2026 to approve the sale of all shares held by SCG Marketplace Holding Co., Ltd.
Anlatı Güncellemesi • Apr 07
SCC: Planned Dividend And Asset Sale Will Pressure Stretched Share Price
Analysts have reduced their price target for Siam Cement slightly, from THB133 to THB132. This reflects updated assumptions that combine a lower revenue growth outlook with a modestly higher profit margin and a small adjustment to the assumed future P/E multiple.Anlatı Güncellemesi • Mar 23
SCC: Future Dividend Plans Will Pressure Already Stretched Share Price
Analysts have lifted their price target for Siam Cement from THB125 to THB133, citing updated assumptions that include higher revenue growth expectations, stronger profit margins and a lower future P/E multiple. What's in the News A board meeting is scheduled for January 28, 2026 to consider proposing the 2025 annual dividend payment at 5.00 Baht per share for shareholder approval at the next AGM (Board Meeting).Anlatı Güncellemesi • Mar 09
SCC: Upcoming THB 5 Dividend And AGM Timeline Will Support Upside Potential
Analysts have trimmed their price target on Siam Cement from THB363.58 to THB351.12 as they factor in a higher discount rate and slightly adjusted assumptions for revenue, profit margins and future P/E. What's in the News The board plans to propose a 2025 annual dividend of THB 5.00 per share for shareholder approval at the upcoming Annual General Meeting (Key Developments).Anlatı Güncellemesi • Feb 23
SCC: Upcoming Dividend And AGM Timeline Will Support Future Upside Potential
Siam Cement’s analyst price target has been adjusted slightly lower to THB363.58 from THB368.34. Analysts point to updated fair value assumptions, a small change in the discount rate, and refined estimates for revenue growth, profit margins and future P/E.Anlatı Güncellemesi • Feb 09
SCC: Upcoming Dividend Decision Will Support Future Upside Potential
Analysts have nudged their price target on Siam Cement slightly higher to ฿368.34 from ฿366.48, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E that together support a modestly stronger valuation case. What's in the News A board meeting on January 28, 2026 will consider proposing a 2025 annual dividend of ฿5.00 per share for shareholder approval at the next AGM (Key Developments).Anlatı Güncellemesi • Jan 25
SCC: Higher Discount Rate And Governance Review Will Pressure Future Returns
Narrative Update on Siam Cement The analyst price target for Siam Cement has been adjusted from ฿128.00 to ฿125.00, as analysts factor in updated assumptions for revenue growth, profit margins, discount rate, and future P/E levels. What's in the News A board meeting is scheduled for Oct 29, 2025 to consider appointing the audit committee and renewing its term, which can influence governance oversight and investor confidence (Key Developments).Anlatı Güncellemesi • Jan 10
SCC: Audit Committee Review And Modest Assumption Tweaks Will Support Balanced Outlook
Analysts have nudged their fair value estimate for Siam Cement slightly lower from ฿219.03 to ฿218.78 per share, reflecting modest tweaks to assumptions on the discount rate, revenue growth, profit margin and future P/E multiples. What's in the News Siam Cement has scheduled a Board Meeting for Oct 29, 2025, to review the composition of its audit committee and to consider appointments and term renewals (Key Developments).Anlatı Güncellemesi • Dec 27
SCC: Board Meeting Audit Review Will Support Future Upside Potential
Narrative Update on Siam Cement Analysts have maintained their price target for Siam Cement at THB 219.03, with only marginal adjustments to discount rate, revenue growth, and profit margin assumptions, reflecting a largely unchanged medium term outlook. What's in the News A board meeting is scheduled for October 29, 2025, to consider the appointment and renewal of audit committee members, signaling upcoming changes in key governance oversight roles (company filing).Anlatı Güncellemesi • Dec 13
SCC: Governance Focus At Upcoming Board Meeting Will Support Future Upside
Narrative Update on Siam Cement Analysts have modestly raised their price target on Siam Cement to 366.48 from 352.94, citing slightly stronger expectations for revenue growth and higher future valuation multiples. These factors are partly offset by a softer profit margin outlook and a higher perceived discount rate.Anlatı Güncellemesi • Nov 29
SCC: Board Meeting And Audit Committee Renewal Will Drive Future Momentum
Analysts have updated their price target for Siam Cement, maintaining it at 219.03 THB. They cited stable fair value estimates and minimal changes in key financial assumptions.Anlatı Güncellemesi • Nov 15
SCC: Future Board Meeting and Committee Moves Are Set to Drive Upside
Analysts have slightly raised their fair value estimate for Siam Cement from 218.23 THB to 219.03 THB, citing updated assessments of its future earnings and risk profile. What's in the News The Siam Cement Public Company Limited has scheduled a Board Meeting for October 29, 2025 (Key Developments).Anlatı Güncellemesi • Oct 31
SCC: Revenue Expansion and Margin Outlook Will Maintain Balanced Risk Profile
Narrative Update on Siam Cement: Analyst Price Target Revision Analysts have slightly lowered their fair value estimate for Siam Cement from 218.83 THB to 218.23 THB. This revision is due to adjustments in key financial projections, including expectations for improved revenue growth and profit margin, as well as a reduced projected future price-to-earnings ratio.Anlatı Güncellemesi • Oct 17
Inflated ASEAN Expectations Will Erode Margins Amid Risks
Analysts have raised their fair value estimate for Siam Cement slightly from 216.68 THB to 218.83 THB. They cited updated assumptions for discount rates and future earnings growth.Anlatı Güncellemesi • Oct 03
Inflated ASEAN Expectations Will Erode Margins Amid Risks
Analysts have raised their price target for Siam Cement from 209.98 to 216.68. This change reflects revised expectations on valuation metrics following updated financial forecasts.Anlatı Güncellemesi • Sep 18
Inflated ASEAN Expectations Will Erode Margins Amid Risks
The modest increase in Siam Cement’s consensus Analyst Price Target to THB209.98 appears driven primarily by a slight rise in forecast valuation multiples (Future P/E), as revenue growth expectations remain virtually unchanged. Valuation Changes Summary of Valuation Changes for Siam Cement The Consensus Analyst Price Target has risen slightly from THB201.36 to THB209.98.Anlatı Güncellemesi • Sep 03
Inflated ASEAN Expectations Will Erode Margins Amid Risks
Siam Cement’s slight price target downgrade reflects largely stable forward P/E and discount rate assumptions, with fair value edging down from THB204.97 to THB201.36. Valuation Changes Summary of Valuation Changes for Siam Cement The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from THB204.97 to THB201.36.
Yeni Anlatı • Dec 01
Streamlining Debt And Innovating Cement Drive Growth In Challenging Markets
Debt restructuring and asset divestment strategies aim to reduce costs and improve financial stability, potentially enhancing net margins and earnings.Gelir ve Gider Dağılımı
Gelir ve Gider Dağılımı
Siam Cement 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 | 495,860 | 19,199 | 63,898 | 0 |
| 31 Dec 25 | 496,925 | 14,075 | 65,879 | 0 |
| 30 Sep 25 | 501,382 | 17,255 | 67,929 | 0 |
| 30 Jun 25 | 507,788 | 18,645 | 68,896 | 0 |
| 31 Mar 25 | 511,299 | 5,016 | 68,460 | 0 |
| 31 Dec 24 | 511,172 | 6,342 | 67,931 | 0 |
| 30 Sep 24 | 501,278 | 5,720 | 66,073 | 0 |
| 30 Jun 24 | 498,727 | 7,440 | 65,874 | 0 |
| 31 Mar 24 | 495,163 | 11,814 | 64,598 | 0 |
| 31 Dec 23 | 499,646 | 25,915 | 65,161 | 0 |
| 30 Sep 23 | 501,217 | 27,207 | 65,232 | 0 |
| 30 Jun 23 | 517,960 | 27,209 | 67,088 | 0 |
| 31 Mar 23 | 545,864 | 29,065 | 68,911 | 0 |
| 31 Dec 22 | 569,609 | 21,382 | 69,588 | 0 |
| 30 Sep 22 | 590,085 | 29,532 | 69,003 | 0 |
| 30 Jun 22 | 579,518 | 33,905 | 66,887 | 0 |
| 31 Mar 22 | 560,539 | 41,104 | 64,874 | 0 |
| 31 Dec 21 | 530,112 | 47,174 | 62,428 | 0 |
| 30 Sep 21 | 484,697 | 46,915 | 60,310 | 0 |
| 30 Jun 21 | 453,809 | 49,839 | 57,911 | 0 |
| 31 Mar 21 | 416,265 | 42,087 | 54,646 | 0 |
| 31 Dec 20 | 399,939 | 34,144 | 52,757 | 0 |
| 30 Sep 20 | 408,866 | 33,201 | 52,218 | 0 |
| 30 Jun 20 | 418,257 | 29,664 | 51,628 | 0 |
| 31 Mar 20 | 431,342 | 27,323 | 54,790 | 0 |
| 31 Dec 19 | 437,980 | 32,014 | 54,265 | 0 |
| 30 Sep 19 | 449,026 | 35,378 | 53,143 | 0 |
| 30 Jun 19 | 461,214 | 38,646 | 55,783 | 0 |
| 31 Mar 19 | 472,566 | 44,004 | 53,609 | 0 |
| 31 Dec 18 | 478,438 | 44,748 | 53,858 | 0 |
| 30 Sep 18 | 474,615 | 46,848 | 53,944 | 0 |
| 30 Jun 18 | 464,525 | 49,211 | 52,189 | 0 |
| 31 Mar 18 | 452,904 | 50,062 | 52,058 | 0 |
| 31 Dec 17 | 450,921 | 55,041 | 52,173 | 0 |
| 30 Sep 17 | 437,135 | 54,953 | 52,028 | 0 |
| 30 Jun 17 | 429,664 | 57,207 | 51,158 | 0 |
| 31 Mar 17 | 429,712 | 59,982 | 50,201 | 0 |
| 31 Dec 16 | 423,442 | 56,084 | 49,991 | 0 |
| 30 Sep 16 | 429,451 | 55,055 | 49,889 | 0 |
| 30 Jun 16 | 435,391 | 49,965 | 49,710 | 0 |
| 31 Mar 16 | 440,336 | 47,815 | 50,086 | 0 |
| 31 Dec 15 | 439,614 | 45,400 | 49,256 | 0 |
| 30 Sep 15 | 450,702 | 42,807 | 48,845 | 0 |
| 30 Jun 15 | 464,080 | 41,653 | 47,570 | 0 |
Kaliteli Kazançlar: SCC büyük bir tek seferlik kazanç ile THB7.5B, 31st March, 2026 tarihine ait son 12 aylık mali sonuçları etkiliyor.
Büyüyen Kar Marjı: SCC 'nin mevcut net kar marjları (3.9%) geçen yılın (1%) sinden daha yüksektir.
Serbest Nakit Akışı ve Kazanç Analizi
Geçmiş Kazanç Büyüme Analizi
Kazanç Eğilimi: SCC şirketinin kazançları son 5 yılda yılda 31.4% oranında azaldı.
Büyüme Hızlandırma: SCC 'un son bir yıldaki kazanç büyümesi ( 282.8% ) 5 yıllık ortalamasını (yıllık -31.4% ) aşıyor.
Kazançlar vs. Sektör: SCC geçen yılki kazanç büyümesi ( 282.8% ) Basic Materials sektörünün -26.7% değerini aştı.
Özkaynak Getirisi
Yüksek ROE: SCC 'nin Özsermaye Getirisi ( 3.9% ) 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 | 2026/05/25 11:37 |
| Gün Sonu Hisse Fiyatı | 2026/05/25 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 |
| |
| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
| |
| 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 Siam Cement Public Company Limited 29 Bu analistlerden 17, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Prasit Rattanakijkamol | Asia Plus Securities Company Limited |
| Komsun Suksumrun | BofA Global Research |
| Suppata Srisuk | Bualuang Securities PCL |