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Earnings Data
Report Date
Aug 13, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.09Last Year’s EPS
0.11Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Balanced/Neutral: The company delivered a resilient set of FY2025 results — maintaining ~ $1 billion underlying profit, increasing the dividend and showing strong cash generation, liquidity and a sizeable renewable and infrastructure pipeline. However, material near-term headwinds remain: Singapore spark spread compression and recontracting (including Senoko), significant curtailment and regulatory impacts in China (including VAT refund cancellation), U.K. demand weakness, translation and one‑off FX volatility and some project/timing impacts on ROE. Management is confident on returns and growth (Alinta, renewables pipeline, IUS), but the near‑term operational and regulatory headwinds leave FY2026 outlook uncertain. Highlights and lowlights are broadly balanced.Company Guidance
Resilient Underlying Profit
Underlying net profit of approximately $1.00 billion (FY2025) — maintaining the ~$1 billion platform for consecutive years; underlying EPS $0.564 and ROE of 18.2%.
Top-line and EBITDA levels
Group turnover $5.8 billion and adjusted EBITDA ~$2.0 billion (adjusted EBITDA reported at $2,016 million) with management noting the group remained resilient despite headwinds.
Dividend increase
Final dividend of $0.16 bringing full-year dividend to $0.25, a 9% increase from $0.23 in 2024; management signals intent to steadily improve payout ratio and yield over time.
Strong cash generation and liquidity
Operating cash flow ~ $1.2 billion; free cash flow before expansion and investments ~$2.1 billion (including $383 million net proceeds from SembWaste); free cash flow excluding SembWaste ~ $1.7 billion. On‑demand liquidity ~$3.6 billion ($1.1 billion cash + $2.5 billion unutilized facilities).
Renewables capacity and growth
Added 3.6 GW in FY2025; total group renewable capacity now 20.4 GW, with 5.4 GW secured/under construction to progressively come online between 2026–2030.
Renewables segment earnings improvement (ex-China)
Renewables segment earnings increased ~5% year-on-year overall; stronger contributions from India, Middle East and SEA (India/Middle East/Southeast Asia net contribution rose from $94m to $118m, +~26%).
Strategic contract wins
Secured 370 MW of long‑term contracts (including 150 MW for Micron); signed long‑term PPA for Sembcorp Salalah (10 years starting Apr 2027); 25‑year RE PPA with Meta for 150 MW floating solar; various PPAs and greenfield wins totalling ~1.5 GW.
Improved Integrated Urban Solutions (IUS) recurring income
Leasable GFA doubled to 1.1 million sqm (from 0.5 million), occupancy of operational industrial properties rose to 96% from 76%; recurring income contribution in IUS increased to ~20% (from ~10–12% three to four years ago).
Balance sheet and funding improvements
Net debt ~ $7.8 billion with net debt/adjusted EBITDA ~ 3.9x; weighted average cost of debt improved modestly to 4.5% (from 4.6%) and weighted average debt maturity extended to 5.2 years; 76% of debt fixed rate.
Strategic M&A pipeline
Pending Alinta acquisition (expected within 1H2026) to add scale and growth (management expects it to strengthen recurring earnings and add a sizable renewable pipeline in Australia); noted one-off transaction costs ~ AUD208 million on completion.
SG:U96 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SG:U96 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | S$6.15 | S$6.05 | -1.59% |
Aug 07, 2025 | S$7.50 | S$6.46 | -13.85% |
Feb 26, 2025 | S$5.51 | S$5.65 | +2.56% |
Aug 05, 2024 | S$4.17 | S$4.12 | -1.34% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Sembcorp Industries (SG:U96) report earnings?
Sembcorp Industries (SG:U96) is schdueled to report earning on Aug 13, 2026, TBA (Confirmed).
What is Sembcorp Industries (SG:U96) earnings time?
Sembcorp Industries (SG:U96) earnings time is at Aug 13, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Sembcorp Industries stock?
The P/E ratio of Sembcorp Industries is N/A.
What is SG:U96 EPS forecast?
SG:U96 EPS forecast for the fiscal quarter 2026 (Q2) is 0.09.