Stock SAB SAIGON BEER - ALCOHOL - BEVERAGE CORPORATION
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Financials Saigon Beer - Alcohol - Beverage Corporation

Equities

SAB

VN000000SAB4

Brewers

End-of-day quote Ho Chi Minh S.E.
Other stock markets
 06:00:00 2024-04-25 pm EDT 		5-day change 1st Jan Change
54,400 VND 0.00% Intraday chart for Saigon Beer - Alcohol - Beverage Corporation +3.62% -13.65%
Apr. 25 Saigon Beer - Alcohol - Beverage Corporation Reports Earnings Results for the First Quarter Ended March 31, 2024 CI
Jan. 31 Saigon Beer - Alcohol - Beverage Corporation Reports Earnings Results for the Fourth Quarter Ended December 31, 2023 CI

Valuation

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 146,212,110 125,049,831 96,833,459 107,029,830 80,801,429 69,771,393 - -
Enterprise Value (EV) 1 146,212,110 108,751,331 80,505,192 84,581,955 58,721,427 47,559,980 47,549,066 47,770,783
P/E ratio 30.5 x 27.3 x 26.7 x 20.9 x 20.1 x 16.5 x 16.6 x 13.6 x
Yield 2.19% 1.79% 2.32% 2.1% - 3.44% 4.62% 4.99%
Capitalization / Revenue 3.86 x 4.47 x 3.67 x 3.06 x 2.65 x 2.22 x 2.08 x 1.91 x
EV / Revenue 3.86 x 3.89 x 3.05 x 2.42 x 1.93 x 1.51 x 1.41 x 1.3 x
EV / EBITDA 23.8 x 19.7 x 19.8 x 14 x 13.4 x 9.19 x 8.96 x 8.13 x
EV / FCF - - 25,050,558 x 21,994,901 x 35,452,751 x - - -
FCF Yield - - 0% 0% 0% - - -
Price to Book - 6.27 x 4.56 x 4.72 x 3.34 x 2.86 x 2.75 x 2.66 x
Nbr of stocks (in thousands) 1,282,562 1,282,562 1,282,562 1,282,562 1,282,562 1,282,562 - -
Reference price 2 114,000 97,500 75,500 83,450 63,000 54,400 54,400 54,400
Announcement Date 1/21/20 2/1/21 1/26/22 1/30/23 1/30/24 - - -
1VND in Million2VND
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 37,899,060 27,961,324 26,373,746 34,979,084 30,461,367 31,418,113 33,608,398 36,614,212
EBITDA 1 6,146,744 5,533,504 4,067,958 6,059,078 4,381,475 5,176,862 5,305,295 5,875,291
EBIT 1 5,499,496 4,940,053 3,510,480 5,497,973 3,811,443 4,705,411 4,971,331 5,235,151
Operating Margin 14.51% 17.67% 13.31% 15.72% 12.51% 14.98% 14.79% 14.3%
Earnings before Tax (EBT) 1 6,686,177 6,111,818 4,856,894 6,813,417 5,370,410 5,632,000 6,056,850 -
Net income 1 5,053,364 4,723,497 3,677,252 5,223,851 4,255,053 4,224,123 4,631,562 4,453,809
Net margin 13.33% 16.89% 13.94% 14.93% 13.97% 13.44% 13.78% 12.16%
EPS 2 3,738 3,566 2,832 3,992 3,132 3,306 3,270 3,994
Free Cash Flow - - 3,213,709 3,845,526 1,656,329 - - -
FCF margin - - 12.19% 10.99% 5.44% - - -
FCF Conversion (EBITDA) - - 79% 63.47% 37.8% - - -
FCF Conversion (Net income) - - 87.39% 73.61% 38.93% - - -
Dividend per Share 2 2,500 1,750 1,750 1,750 - 1,871 2,512 2,717
Announcement Date 1/21/20 2/1/21 1/26/22 1/30/23 1/30/24 - - -
1VND in Million2VND
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: December 2021 Q4 2022 Q1 2022 Q2 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4 2025 Q1 2025 Q2
Net sales 1 9,003,847 7,306,356 19,026,055 8,635,078 10,029,204 6,213,934 8,312,142 7,414,904 8,520,387 7,183,512 8,821,764 7,869,516 9,042,777 - -
EBITDA - - - - - - - - - - - - - - -
EBIT 1 1,374,292 1,256,855 695,927 1,731,340 1,000,884 871,431 1,187,166 1,346,632 902,969 1,049,688 1,172,144 973,854 882,642 - -
Operating Margin 15.26% 17.2% 3.66% 20.05% 9.98% 14.02% 14.28% 18.16% 10.6% 14.61% 13.29% 12.38% 9.76% - -
Earnings before Tax (EBT) - - - - - - - - - - - - - - -
Net income 1 1,313,729 1,170,696 1,858,623 1,341,941 1,043,337 967,304 1,159,245 1,044,409 966,519 997,269 1,145,967 1,027,610 912,013 - -
Net margin 14.59% 16.02% 9.77% 15.54% 10.4% 15.57% 13.95% 14.09% 11.34% 13.88% 12.99% 13.06% 10.09% - -
EPS 2 997.0 889.5 1,242 1,023 790.0 734.5 884.0 1,589 719.0 758.0 893.5 801.2 711.1 - -
Dividend per Share 2 750.0 750.0 - 1,250 500.0 - 750.0 - - - 642.2 642.2 642.2 - -
Announcement Date 1/26/22 4/27/22 8/26/22 10/20/22 1/30/23 4/27/23 7/26/23 10/26/23 1/30/24 4/25/24 - - - - -
1VND in Million2VND
Estimates

Balance Sheet Analysis

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 - - - - - - - -
Net Cash position 1 - 16,298,501 16,328,267 22,447,875 22,080,003 22,211,413 22,222,327 22,000,610
Leverage (Debt/EBITDA) - - - - - - - -
Free Cash Flow - - 3,213,709 3,845,526 1,656,329 - - -
ROE (net income / shareholders' equity) 29.9% 24.4% 17.9% 23.6% 18% 17.4% 29.2% 18.2%
ROA (Net income/ Total Assets) 20.5% 17.4% 12.7% 16.1% 12.4% 12.6% 18% 1.9%
Assets 1 24,664,633 27,168,706 28,931,051 32,476,136 34,260,789 33,613,700 25,802,575 234,411,011
Book Value Per Share 2 - 15,547 16,546 17,681 18,878 19,007 19,747 20,439
Cash Flow per Share 2 - - - - - 2,519 3,623 4,509
Capex 1 257,482 445,876 329,541 533,164 273,321 501,124 473,754 619,142
Capex / Sales 0.68% 1.59% 1.25% 1.52% 0.9% 1.6% 1.41% 1.69%
Announcement Date 1/21/20 2/1/21 1/26/22 1/30/23 1/30/24 - - -
1VND in Million2VND
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for Saigon Beer - Alcohol - Beverage Corporation

Trading Rating
Investor Rating
ESG Refinitiv
C
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
8
Last Close Price
54,400 VND
Average target price
75,806 VND
Spread / Average Target
+39.35%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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