Latest Forum Topics /
Sembcorp Ind
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Super Coffee
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Wisedom
Senior |
25-Feb-2026 22:27
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SINGAPORE - Sembcorp Industries posted marginal drops in second-half and full-year profit as strong performance from its renewables and urban solutions divisions was offset by lower earnings from its gas and related services segment. But its group chief executive Wong Kim Yin said Sembcorp sees opportunities ahead with artificial intelligence-driven energy demand, especially in supporting the growth of data centres and technology hyperscalers. | ||||
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Fiat500
Veteran |
25-Feb-2026 16:44
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No doubt it's a value buy but it seems like the stock is stuck here forever..
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Louistan
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25-Feb-2026 16:01
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SCI is a much better value buy than the relatively overpriced Keppel and STE.
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Wisedom
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25-Feb-2026 15:10
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Under review, SCI's Free Cash Flow is $2.07 billion, operating cash flow $1.18 billion. Core net profit down 4% due to $59m unrealised loss on foreign exchange on deferred receivables note. Indian rupees weakened much against SGD for 2H 2025. If not for this loss on foreign exchange, core net profit up by 2.7% to $1.04 billion. 1.9GW added to 15.8GW as of 31 Dec 2025 with about 4 GW project under development. This year will see accerelated 20 GW excluding that of Alinta Energy. This is not really material to warrant much drop in today's share price. Just after opening 9am, share price dived much on thin volume. It will definitely be back to $7++ on bright prospect of Alinta Energy and India IPO planning this year. Given the current share price now, its 2025 dividend yield is 4% +
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PiRPiR
Master |
25-Feb-2026 13:16
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10:41 PM EST, 02/24/2026 (MT Newswires) -- Sembcorp Industries' (SGX:U96) profit attributable to owners declined by 5% in the second half of 2025 to SG$448 million from SG$473 million a year earlier, according to a Wednesday filing with the Singapore Exchange.
Earnings per share dropped to SG$0.2496 from SG$0.2663 in the year-ago period. Analysts from Visible Alpha had projected EPS of SG$0.25 for the period. Turnover fell 11% year over year to SG$2.86 billion from SG$3.21 billion. The energy and urban development company declared a final dividend of SG$0.16 per share, down from SG$0.17 per share a year earlier. It will be paid on May 15. Total dividends for 2025 amounted to SG$0.25 per share, up from SG$0.23 per share in 2024. Shares of the company were down over 2% in Wednesday trading. |
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Louistan
Senior |
25-Feb-2026 12:09
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The 4% reduction in profits has already been priced in. Downside is very limited. Focus will be on the integration of Alinta and the announcement of the listing of its Indian operations which should move the price upwards. SCI remains undervalued as with the inclusion of Alinta' s profits, its PE should go below 10. Its peers are trading around 13-15 PE.
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PiRPiR
Master |
25-Feb-2026 11:57
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SEMBCORP DELIVERS UNDERLYING NET PROFIT OF S$1 BILLION IN FY2025 Total dividend of 25.0 cents per share, up 9% from 23.0 cents per share in
FY2024 Singapore, February 25, 2026 - Sembcorp Industries (Sembcorp) delivered resilient performance for the full year of 2025 (FY2025), with underlying Group net profit of S$1.0 billion, comparable to FY2024. Earnings growth from the Renewables and Integrated Urban Solutions segments mitigated lower earnings from the Gas and Related Services segment. Reported Group net profit from continuing operations was S$984 million, 4% lower year-on-year, as the gain from the divestment of SembEnviro was offset by the foreign exchange loss on the deferred payment note. Underlying net profit for the Gas and Related Services segment was S$701 million, with lower contribution from the UK business and lower generation spreads in Singapore. This was offset by higher contribution from Senoko Energy. As of February 2026, approximately 80% of our contracted portfolio in Singaporeč is locked in for five years and above, providing earnings visibility. Net profit before exceptional items (El) for the Renewables segment was 5% higher at S$192 million in FY2025 on stronger performance from the India renewables portfolio. Operational capacity as of end 2025 was 15.0GW, up from 13.1GW as of end 2024. Since end 2024, Sembcorp has secured 3.6GW of renewables capacity across key markets. Including projects under construction, the Group's gross renewables capacity is now at 20.4GW. The Integrated Urban Solutions segment posted net profit before El of S$178 million, 3% higher year-on-year. The Urban business continues to build up its portfolio of low- carbon industrial parks and ready-built industrial space, while we continue to sharpen our portfolio focus in the Water business. 1 Based on aggregated maximum contracted load across customer agreements and remaining contract tenure as at February 25, 2026. Excludes Senoko Energy sembcorp In view of the Group's resilient performance, the Board of Directors proposes a final dividend of 16.0 cents per share, subject to shareholders' approval. Together with the interim dividend of 9.0 cents paid in August 2025, total dividend for FY2025 will be 25.0 cents per share, representing an increase of 9% compared to 23.0 cents in FY2024. |
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PiRPiR
Master |
25-Feb-2026 10:27
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Sembcorp Industries has appointed Dinesh Khanna as an alternate director to Prof Uwe Krueger, effective February 25, 2026. Khanna, currently Joint Head of the Portfolio Development Group at Temasek International, brings extensive experience from his 20-year tenure at The Boston Consulting Group. He holds board positions in several companies and has a background in public service. Khanna's appointment aims to enhance long-term shareholder value and governance at Sembcorp Industries. | ||||
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papercut111
Member |
25-Feb-2026 09:45
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since when has it been a good sign for you?
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Checkerman
Master |
25-Feb-2026 09:05
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not a good sign
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spursfan
Supreme |
25-Feb-2026 07:16
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https://links.sgx.com/1.0.0/corporate-announcements/U2JVG4GKK3BR0XPK/875872_SCI_FY2025_Results%20Slides.pdf https://links.sgx.com/1.0.0/corporate-announcements/U2JVG4GKK3BR0XPK/875871_SCI_FY2025_Press%20Release.pdf |
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Wisedom
Senior |
24-Feb-2026 18:02
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Big dive to 47.3M short shares. So great news! Shortists have been unwinding in progress. Retail investors sold in opposite. Focus on operating cash flow and free cash flow as per financial result out tomorrow as a main supporting basis of investors' decision. As expected, the operating cash flow will be at least $2 billion for the whole 2025, excluding that of Alinta Energy. Alinta Energy's operating cash flow is $800M ++ for the year ended 30 June 2025 to be factored later in SCI's 2026 financial report. This strong cash flow can help reduce much debt and increasing dividend.
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Louistan
Senior |
13-Feb-2026 21:35
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AUD$ is rising and may go up more. This will translate to higher profits from Alinta.
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Wisedom
Senior |
13-Feb-2026 20:44
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Again fall to 58.4M short shares. Budget 2026 will definitely benefit Sembcorp directly and indirectly. The direct ways are that Solar deployment expansion to 3 GW from 2 GW by 2030 as an opportunity for SCI to expand, Market Readiness Grant up to 50%, double tax deduction for internationalism increased to $400k from $150k for SCI's many overseas projects investment, 40% corporate tax rebate, and low interest-bearing green loans. As for indirect positive impact on SCI, SG government will champion massive AI transformation islandwide, thus increasing the demand for data centres that need to be supported by renewables energy as provided by SCI and Keppel.
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Louistan
Senior |
13-Feb-2026 20:44
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Dont see Checkerman posting in other threads. He is camping only in this SCI thread. Maybe he is an ex-employee of SCI who got sacked.
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jacky80
Senior |
13-Feb-2026 20:23
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Checkerman,  You from SCI $2 keep bashing till now $6 plus u not sian ? 
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beetlejuice
Master |
13-Feb-2026 14:43
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It is better to remain silent and be thought a fool than to speak and remove all doubt. 🃏
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JurongW
Elite |
13-Feb-2026 14:36
Yells: "Earnings give weight, Chart give wings" |
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Today market down, so its no surprise to see Sembcorp also down as it' s part of STI - U finally got it right after being wrong for several days. As the saying goes, Every dog has its day. When market close today, do check your crystal ball and share with us your prediction for next week.  
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Louistan
Senior |
13-Feb-2026 14:22
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You never open your mouth today before 9am and SCI dropped. So if you want SCI to drop, just don' t post anything.
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Checkerman
Master |
13-Feb-2026 14:18
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