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Sanli Env
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Sanli forum after it ipo
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antifragile
Senior |
19-Jun-2025 13:49
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Brewing...!!!
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superstartup
Supreme |
19-Jun-2025 11:33
Yells: "Enjoy doing Fundamental Research" |
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Decent liquidity for both Bids and Asks finally here. Now see company' s action. |
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superstartup
Supreme |
19-Jun-2025 11:23
Yells: "Enjoy doing Fundamental Research" |
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Tio-ed blocked at 115 Let' s see these road blocks
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superstartup
Supreme |
18-Jun-2025 15:45
Yells: "Enjoy doing Fundamental Research" |
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Bought a bit here | ||||
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WBdisciple
Elite |
17-Jun-2025 10:45
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good companies can buy and hold...look at Oiltek and Azeus System...also little liquidity. once financials improved, share price will move up significantly.. | ||||
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TraderBen
Supreme |
16-Jun-2025 16:56
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san li up.. but very thin liquidity to trade.. very hard to even buy and sell 100 lots | ||||
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WBdisciple
Elite |
16-Jun-2025 16:42
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net asset value of 12.25 cents per share, give dividends consistently, and now doing share buybacks...BUT mkt cap of only S$30m. 1. order book already S$200+ million... 2. O& M business (which provide recurring revenue) has doubled in revenue with signifncant increase in gross profit contributions 3. their chemical biz gaining pace...completing a top-up for a major vessel. https://www.nextinsight.net/story-archive-mainmenu-60/948-2025/16112-small-player-big-moves-chasing-growth-in-chemicals-and-clean-energy 4. Renewable energy also starting revenue generation...small but will gain momentum forward as more projects are completed. |
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trader1970
Elite |
16-Jun-2025 16:18
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Some good news in the pipeline ?? | ||||
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easywin
Supreme |
16-Jun-2025 09:31
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Buy in easy but sell out not easy with low volume | ||||
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WBdisciple
Elite |
16-Jun-2025 08:59
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From their slides: 1. Growing demand for water underpins the industry&rsquo s strong prospects and market potential in Asia 2. Direct proxy to the defensive and high-growth water industry in Asia with blue-chip clients 3. Clear business roadmap to create new growth catalysts in high-growth segments 4. Strong order book of S$229 million provides good visibility ahead with greater revenue diversity ahead 5. First-mover advantage with track record in polder projects that aligns with S$100B opportunities initiated to protect Singapore&rsquo s shorelines 6. Ecosystem of complementary business components with significant opportunities to scale operations 7. Committed to reward shareholders with a consistent dividend track record of at least 30% 8. Highly experienced team with a proven track record in Asia&rsquo s environmental industry supported by a workforce of more than 800 |
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WBdisciple
Elite |
16-Jun-2025 08:55
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Sanli has been creeping upwards...looks like investors like their growth story: https://links.sgx.com/FileOpen/Sanli_May25_PPT_30May2025%20R.ashx?App=Announcement& FileID=847652 | ||||
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antifragile
Senior |
12-Jun-2025 13:35
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Good, on track!
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trader1970
Elite |
12-Jun-2025 11:24
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Broken 52 week high. Watch :):)
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For_The_Next_Leg
Master |
11-Jun-2025 12:07
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Share buyback continues to push the price up. " You sell for many reasons, you buy only for 1 reason" . | ||||
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antifragile
Senior |
09-Jun-2025 13:09
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----> 0.2 | ||||
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Joelton
Supreme |
09-Jun-2025 07:26
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Sanli undertakes share buyback at 9 cents per share
More than 80 director interests and substantial shareholdings file for more than 40 primary-listed stocks
The five sessions saw 19 primary-listed companies make buybacks with a total consideration of S$46 million.
[SINGAPORE] Over the five trading sessions from May 30 to June 5, institutions were marginal net sellers of Singapore stocks, with net institutional outflow of S$32 million compared to net outflow of S$2 million for the preceding five sessions. This keeps the net institutional outflow for 2025 to June 5 at S$1.76 billion.
The stocks that saw the highest net institutional outflow were UOB : U11 -0.11%, OCBC : O39 +0.31%, Singapore Exchange : S68 +1.49%, Jardine Matheson Holdings : J36 +0.25%, Singtel : Z74 +0.78%, CapitaLand Integrated Commercial Trust : C38U +1.44%, CapitaLand Investment : 9CI +0.79%, ST Engineering : S63 -0.13%, ComfortDelGro : C52 0% and Mapletree Industrial Trust : ME8U 0%.
Meanwhile,DBS : D05 +0.22%, Singapore Airlines : C6L -1.25%, Yangzijiang Shipbuilding : BS6 -0.87%, Keppel : BN4 +2.58%, Sats : S58 0%, CapitaLand Ascendas Reit : A17U 0%, UOL : U14 +1.16%, SIA Engineering : S59 -0.34%, Thai Beverage : Y92 +1.08%, and UMS Integration : 558 0% led the net institutional inflow over the five sessions.
From a sector perspective, Reits and telecommunications experienced the highest net institutional outflow, while industrials and real estate (ex-Reits) saw the most net institutional inflow.
The five sessions saw 19 primary-listed companies make buybacks with a total consideration of S$46 million. City Developments : C09 +1.74% announced its off-market buyback of 26,800,814, or 10 per cent, of its preference shares at S$0.78 apiece which will be booked on Jun 10. Secondary-listed Hongkong Land also continued to conduct share repurchases on four of the five sessions.
More than 80 director interests and substantial shareholdings filed for more than 40 primary-listed stocks. Directors or CEOs again filed 13 acquisitions, and no disposals, while substantial shareholders filed 11 acquisitions and five disposals. This included director or CEO acquisitions in Bonvests Holdings : B28 0%, Digital Core Reit : DCRU -1.92%, Megachem : 5DS 0%, PropNex : OYY 0%, Q & M Dental Group (Singapore) : QC7 -1.32%, Singapore Shipping Corp : S19 0%, Singtel, Sinostar PEC Holdings : C9Q -2.44%, Stamford Land : H07 -6.38%, SunMoon Food Company : AAJ 0%, TeleChoice International : T41 0%, Uni-Asia Group : CHJ +1.28% and Wing Tai : W05 -1.57%.
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For_The_Next_Leg
Master |
05-Jun-2025 10:44
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The recent jump is definitely the strength of the share buy back + the explicit explanation of the company' s business. Looks like there will still be significant growth ahead. Looking forward.
https://links.sgx.com/1.0.0/corporate-announcements/NOH0BAXAM4XCABEE/41a4040b911b838240b024212c5ff0506a5bcf2734c0e3f059b012c98f162863
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Joelton
Supreme |
03-Jun-2025 10:06
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SANLI: Targets Growth In Thai Solar Market & High Entry Barrier Chemical Production
Sanli Environmental, a company that originally made its name in water management with the Public Utilities Board as its key client, is now transforming.
It' s not just sticking to its core EPC (engineering, procurement & construction) and O& M (operations & maintenance) work for Singapore government projects it' s actively diversifying into new areas like renewable energy and manufacturing of specialty chemicals.
With a solid order book, Sanli' s market cap is ~$25 million, trading at around 9 cents a share.
Considering the net asset value is 12.25 cents per share and the company has growth catalysts, shouldn' t the company be worth more?
Sanli has its answer, recently buying back shares for the first time in years.
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Joelton
Supreme |
29-May-2025 12:20
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Sanli Posts 21% Revenue Growth to S$157.6 million in FY2025 Continual Dividend Track Record with Proposed Final Dividend of 0.173 Singapore Cents per Share
&bull Revenue growth in FY2025 that was driven primarily by robust performance in the Group&rsquo s O& M business segment that almost doubled in FY2025
&bull Strengthened balance sheet with net asset value per share of 12.25 Singapore cents as at 31 March 2025
&bull Reflecting its commitment to rewarding shareholders, the Group announced a proposed final dividend of 0.173 Singapore cents per share, which would constitute 30.0% of net profit attributable to owners of the Company in FY2025
&bull Improved revenue visibility ahead with order book of S$228.6 million as at 31 March 2025
&bull The Group&rsquo s strategic growth initiatives in Asia&rsquo s environmental industry gaining traction with encouraging progress
SGX-Catalist listed Sanli Environmental Limited (&ldquo Sanli&rdquo , the &ldquo Company&rdquo , &ldquo 三 立 环 境 有 限 公 司 &rdquo and together with its subsidiaries, the &ldquo Group&rdquo ), has announced its results for the full year ended 31 March 2025 (&ldquo FY2025&rdquo ).
Leveraging on its established track record as an environmental engineering group, Sanli has embarked on a diversification strategy to develop complementary business segments beyond its core services, all of which are aimed at developing multiple revenue streams, enhancing business resiliency, and harnessing new opportunities within the environmental industry in the region.
As of FY2025, the Group is organised into the following three operating segments:
1. Engineering, Procurement, and Construction (&ldquo EPC&rdquo ) &ndash Provision of engineering, procurement, and construction services for water and waste management, air pollution control, and industrial systems.
2. Operations and Maintenance (&ldquo O& M&rdquo ) &ndash Provision of operations and maintenance services for water and waste management systems, ensuring optimal performance and regulatory compliance.
3. Emerging Business Segments (&ldquo EBS&rdquo ) &ndash This segment encompasses a range of growth-focused businesses, which comprises the following:
o Chemical Manufacturing (&ldquo CHM&rdquo ) - the production and supply of magnesium hydroxide slurry for environmental applications such as wastewater treatment, flue gas desulphurisation, and other industrial processes.
o Industrial & Gasification (&ldquo IND&rdquo ) - the provision of integrated environmental engineering solutions for industrial facilities, covering water and wastewater treatment, air pollution control, and solid waste management.
o Renewable Energy Solutions (&ldquo RES&rdquo ) - the development, ownership, and operation of solar power assets, including the delivery of EPC services for solar energy systems.
Key Highlights in FY2025
Commenting on the FY2025 financial results, Mr. Sim Hock Heng (&ldquo 沈 福 兴 &rdquo ), Chief Executive Officer and Executive Director of Sanli, said: &ldquo Our revenue growth is a clear indicator of our team' s consistent capabilities and technical expertise to execute large-scale projects in a defensive industry. While our results were temporarily weighed down by the tail-end impact of legacy projects and continued investments in growth initiatives, we are seeing strong underlying momentum and remain confident in the trajectory of our diversified organic growth ahead.&rdquo
On the proposed final dividend for FY2025, Mr. Sim added, &ldquo Our continued dividend track record is a testament to the strength of our underlying business and reflects our commitment to rewarding shareholders. We look forward to continue this legacy as we align our business model towards long-term, sustainable growth."
Revenue growth in FY2025 that was driven primarily by robust performance in the Group&rsquo s O& M business segment: The Group posted revenue of S$157.6 million in FY2025, of which its EPC business segment continued to be the main revenue contributor with S$110.8 million, compared to S$104.9 million in FY2024 as the progressive rollout of projects which commenced in the prior financial year continued into FY2025.
Looking ahead, several sizeable EPC projects in Singapore are expected to be tendered within the next 12 months, offering potential growth opportunities. This presents a significant opportunity for the Group to strengthen its order book as Singapore continues its critical infrastructure investments to improve public services, operational efficiency and urban resilience.
With a key focus on expanding its recurring revenue base, the Group&rsquo s O& M business segment experienced strong growth with revenue nearly doubling to S$44.2 million as compared to S$22.4 million in FY2024. Leveraging on its engineering capabilities and track record in this niche industry, the Group will continue to focus on securing new O& M contracts for the long-term maintenance of water and wastewater plants, public utilities.
Under its EBS, revenue dipped to S$2.5 million in FY2025 from S$3.2 million in FY2024 due to reduced business activities in IND following the completion of a major contract in the prior year. With an expanding track record, IND is actively pursuing tender opportunities across the region &mdash particularly in Singapore, Malaysia, and Thailand &mdash where demand for sustainable industrial solutions continues to grow.
Notably, CHM has reached a key milestone in FY2025 by completing its first magnesium hydroxide slurry top-up for a major vessel, marking a significant milestone in its business development and manufacturing progress over the past two years. Building on this momentum, the Group is looking to deepen market penetration within the marine industry and to explore new applications for its magnesium hydroxide slurry to unlock new revenue streams in new markets.
Following the successful completion of installation of its solar power production system at a hospitality establishment, Mercure Koh Chang Hideaway in Thailand, which started electricity supply on 1 October 2024, revenue contribution from RES has commenced with exclusive Power Purchase Agreement (PPA) rights to sell the electricity output for a substantial 20-year period. RES is currently constructing two additional projects in Thailand and in addition, it is targeting more such projects in the pipeline to build and grow a stable, recurring revenue stream within the renewable energy sector.
Gross profit in FY2025 was weighed down by residual impacts from legacy COVID-era projects nearing completion: While the Group posted higher revenue growth in FY2025, its gross profit dipped 9.5% to S$14.7 million, from S$16.2 million in FY2024. The Group&rsquo s O& M business segment achieved a substantially higher gross profit of S$9.1 million in FY2025 as compared to a gross profit of S$2.1 million in FY2024, however, its EPC business segment posted lower gross profit of S$6.1 million as compared to a gross profit of S$14.3 million in FY2024, mainly due to higher labour costs and raw material price increases for the legacy COVID-era projects nearing completion.
Overall, the Group&rsquo s overall gross profit margin was lowered from 12.4% to 9.3% as EPC still accounted as the Group&rsquo s largest revenue contributor.
Higher financing and depreciation costs in FY2025: While the Group&rsquo s administrative costs remained relatively stable at S$9.4 million in FY2025, its financing costs increased to S$2.3 million in FY2025 from S$1.7 million in FY2024. The increment in financing costs was mainly due to higher interest expenses from the property loan for 22 Chin Bee Drive and additional short-term financing for major EPC and O& M projects.
The Group&rsquo s other operating expenses increased to S$2.5 million in FY2025 from S$1.9 million in FY2024, which was largely attributed to higher depreciation of property, plant and equipment, primarily due to the addition of the newly acquired building at 22 Chin Bee Drive.
Delivered an EBITDA of S$7.1 million in FY2025, underpinned by a continual dividend track record: Overall, the Group posted a net profit of S$1.7 million and EBITDA of S$7.1 million in FY2025.
Reflecting its commitment to rewarding shareholders, the Group announced a proposed dividend of 0.173 Singapore cents per share, which would constitute 30.0% of net profit attributable to owners of the Company in FY2025 (as compared to the dividend payout ratio of 29.9% in FY2024), despite a lower net profit in FY2025.
Total assets and total equity increased to S$125.8 million and S$33.0 million respectively as at 31 March 2025: The Group&rsquo s total assets as at 31 March 2025 comprised current assets of S$104.7 million and non-current assets of S$21.1 million. Major components of current assets were contract assets of S$73.9 million, trade and other receivables of S$19.6 million and cash and cash balances of S$7.4 million. Major component of non-current assets was property, plant and equipment of S$19.1 million.
The Group&rsquo s total liabilities as at 31 March 2025 comprised current liabilities of S$82.2 million and non-current liabilities of S$10.5 million. Major components of current liabilities were borrowings of S$43.5 million and trade and other payables of S$37.0 million. Major component of non-current liabilities was borrowings of S$8.6 million.
Improved revenue visibility ahead with order book of S$228.6 million as at 31 March 2025: The Group&rsquo s order book comprised majority of ongoing EPC water and wastewater treatment infrastructure projects, which form the core of the Group&rsquo s municipal business in Singapore, and majority of them are expected to be completed by FY2027.
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WBdisciple
Elite |
29-May-2025 08:19
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Growth momentum is there with strong order book of S$229 million...and there are different organic growth coming along. PLUS...NTA is 12.25 cents compared to current share price of 9 cents level.
Once profit margin normalised with legacy projects completed, their profits likely to increase strongly similar to construction companies...worth keeping this on radar. Sanli Posts 21% Revenue Growth to S$157.6 million in FY2025 Continual Dividend Track Record with Proposed Final Dividend of 0.173 Singapore Cents per Share
Commenting on the FY2025 financial results, Mr. Sim Hock Heng (&ldquo 沈 福 兴 &rdquo ), Chief Executive Officer and Executive Director of Sanli, said: &ldquo Our revenue growth is a clear indicator of our team' s consistent capabilities and technical expertise to execute large-scale projects in a defensive industry. While our results were temporarily weighed down by the tail-end impact of legacy projects and continued investments in growth initiatives, we are seeing strong underlying momentum and remain confident in the trajectory of our diversified organic growth ahead.&rdquo
On the proposed final dividend for FY2025, Mr. Sim added, &ldquo Our continued dividend track record is a testament to the strength of our underlying business and reflects our commitment to rewarding shareholders. We look forward to continue this legacy as we align our business model towards long-term, sustainable growth." |
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