Sembcorp Industries (U96) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 30, 2026

TBA (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

―

Last Year’s EPS

0.11

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 5 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Feb 24, 2026|

% Change Since:

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

The guidance emphasized steady returns and measured growth despite near‑term headwinds: management proposed a FY2025 final dividend of $0.16 (total $0.25, +9% vs 2024) and signalled steady dividend increases as cash flow grows; the Alinta acquisition is expected to complete in H1 2026 (one‑off transaction costs ≈AUD208m). Near‑term headwinds for 2026 include recontracting in Singapore (≈5% of Sembcorp portfolio) and Senoko (≈47–50% of its portfolio) at blended spark spreads of about $30–35 (vs prior highs ~$70–80), partly mitigated by operational/financial synergies and a 600 MW hydrogen‑ready plant due Q4 2026. Renewables will keep expanding (2025 additions 3.6 GW; group capacity 20.4 GW, 5.4 GW secured for 2026–2030) but China curtailment rose (wind 14% v 8%, solar 16% v 9% in 2025) causing ~US$30m impact in 2025 and a ~$12m VAT refund policy headwind for 2026; IUS growth includes 800,000 sqm of ready‑built factories in 2026–27, leasable GFA 1.1m sqm and 96% occupancy. Key financial anchors: FY2025 turnover $5.8bn, adjusted EBITDA ~$2.02bn, underlying net profit ≈$1.00bn (EPS $0.564), ROE 18.2%; balance sheet/net liquidity: net debt ≈$7.8bn, cash $1.1bn, unutilized committed facilities $2.5bn (on‑demand liquidity ~$3.6bn), net debt/EBITDA 3.9x, 2025 investments ~$1.2bn and free cash flow before expansion ≈$2.1bn (≈$1.7bn excl. SembWaste proceeds).

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.

Sembcorp Industries (SG:U96) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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SG:U96 Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 30, 2026	2026 (Q2)	- / -	0.11	―	―	―
Feb 24, 2026	2025 (Q4)	0.22 / 0.20	0.2	0.00% (0.00)
Aug 07, 2025	2025 (Q2)	0.11 / 0.11	0.14	-21.43% (-0.03)
Feb 26, 2025	2024 (Q4)	0.16 / 0.20	0.16	25.00% (+0.04)
Aug 05, 2024	2024 (Q2)	0.14 / 0.14	0.18	-22.22% (-0.04)
Feb 19, 2024	2023 (Q4)	0.14 / 0.16	0.11	45.45% (+0.05)
Aug 03, 2023	2023 (Q2)	0.13 / 0.18	0.16	12.50% (+0.02)	―	―
Feb 20, 2023	2022 (Q4)	0.13 / 0.11	0.08	37.50% (+0.03)	―	―
Aug 04, 2022	2022 (Q2)	0.08 / 0.16	0.026	515.38% (+0.13)	―	―
Feb 22, 2022	2021 (Q4)	0.03 / 0.08	0.032	150.00% (+0.05)	―	―

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$6.30	S$6.20	-1.59%
Aug 07, 2025	S$7.69	S$6.62	-13.85%
Feb 26, 2025	S$5.65	S$5.79	+2.55%
Aug 05, 2024	S$4.27	S$4.22	-1.33%

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 Jul 30, 2026, TBA (Confirmed).

What is Sembcorp Industries (SG:U96) earnings time?

Sembcorp Industries (SG:U96) earnings time is at Jul 30, 2026, TBA (Confirmed).

Where can I see when companies are reporting earnings?

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What companies are reporting earnings today?

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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?

Currently, no data Available