)
Sembcorp Industries (U96) investor relations material
Sembcorp Industries H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved resilient FY2025 results with underlying net profit at SGD 1 billion, despite a 10% turnover decline to SGD 5.8 billion and significant headwinds in Singapore, UK, and China renewables.
Increased total dividend to SGD 0.25 per share, a 9% rise year-over-year, reflecting confidence in cash flow and business resilience.
Continued strategic portfolio transformation, including major acquisition in Australia (Alinta) and divestment of non-core assets.
Financial highlights
Turnover was SGD 5.8 billion, adjusted EBITDA SGD 2,016 million (down 2%), underlying net profit SGD 1 billion, and underlying EPS SGD 0.564.
ROE at 18.2%, down from 20% in FY2024, mainly due to declining spreads and capital drawdowns.
Free cash flow before expansion CapEx and equity investments was SGD 2.1 billion, including SGD 383 million from SembWaste sale.
Net debt remained stable at SGD 7.8 billion, with cash and equivalents rising to SGD 1.1 billion.
Net debt to adjusted EBITDA at 3.9x; weighted average cost of debt declined to 4.5%.
Outlook and guidance
Expect continued margin pressure in Singapore and UK, with 3-5% of Singapore and ~50% of Senoko portfolios up for recontracting in 2026 at lower spark spreads.
Renewables earnings expected to be flattish to slightly positive in 2026, with China facing further SGD 12 million impact from VAT policy change.
Alinta acquisition in Australia expected to complete in 1H2026, strengthening earnings base and recurring cash flow.
Ongoing development of 800,000 sqm of ready-built factories in IUS, with meaningful recurring income expected from 2028.
Next Sembcorp Industries earnings date
Next Sembcorp Industries earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)