Ahlatc\u0131 Yat\u0131r\u0131m’\u0131n ASELS 26Q2 Finansal De\u011ferlendirme raporunda, cironun piyasa beklentisinin y\u00fczde 9,1, FAV\u00d6K’\u00fcn y\u00fczde 14,8 ve net kar\u0131n y\u00fczde 23 \u00fczerinde ger\u00e7ekle\u015fti\u011fi belirtildi. Ahlatc\u0131 Yat\u0131r\u0131m tahminlerine g\u00f6re sapmalar\u0131n ise s\u0131ras\u0131yla y\u00fczde 6,9, y\u00fczde 13,2 ve y\u00fczde 23,7 oldu\u011fu ifade edildi.<\/p>\n
Raporda, y\u0131ll\u0131k bazda cironun y\u00fczde 32,6, FAV\u00d6K’\u00fcn y\u00fczde 32,2 ve net kar\u0131n y\u00fczde 61,4 artt\u0131\u011f\u0131, \u00e7eyreklik bazda ise s\u0131ras\u0131yla y\u00fczde 41,1, y\u00fczde 51,5 ve y\u00fczde 43,6 b\u00fcy\u00fcme kaydedildi\u011fi aktar\u0131ld\u0131. FAV\u00d6K marj\u0131n\u0131n y\u0131ll\u0131k bazda y\u00fczde 27 ile yatay kald\u0131\u011f\u0131, \u00e7eyreklik bazda ise 186 baz puan iyile\u015fti\u011fi ve \u015firketin 2026 y\u0131l\u0131 beklentilerini korudu\u011fu kaydedildi.<\/p>\n
Raporda, ihracat\u0131n b\u00fcy\u00fcmenin ana kayna\u011f\u0131 oldu\u011fu belirtilirken, yurt d\u0131\u015f\u0131 sat\u0131\u015flar\u0131n\u0131n 4 milyar 31 milyon TL’den 10 milyar 183 milyon TL’ye y\u00fckseldi\u011fi ve ihracat\u0131n cirodaki pay\u0131n\u0131n y\u00fczde 10,3’ten y\u00fczde 19,7’ye \u00e7\u0131kt\u0131\u011f\u0131 ifade edildi. Teslimat esasl\u0131 has\u0131lat\u0131n y\u00fczde 57,7, zamana yayg\u0131n has\u0131lat\u0131n ise y\u00fczde 17,8 artt\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Br\u00fct kar marj\u0131ndaki 121 baz puanl\u0131k daralmaya ra\u011fmen FAV\u00d6K marj\u0131n\u0131n y\u00fczde 27 seviyesinde korundu\u011fu belirtilen raporda, faaliyet giderlerinin ciroya oran\u0131n\u0131n y\u00fczde 9,9’a geriledi\u011fi, 2026 y\u0131l\u0131n\u0131n ilk yar\u0131s\u0131ndaki FAV\u00d6K marj\u0131n\u0131n ise y\u00fczde 26,3 ile y\u0131l sonu hedefini a\u015ft\u0131\u011f\u0131 kaydedildi.<\/p>\n
Raporda, 2025 y\u0131l\u0131n\u0131n ikinci \u00e7eyre\u011finde net kar\u0131n b\u00fcy\u00fck b\u00f6l\u00fcm\u00fcn\u00fcn ertelenmi\u015f vergi gelirinden kaynakland\u0131\u011f\u0131, 2026 y\u0131l\u0131n\u0131n ikinci \u00e7eyre\u011finde ise 10 milyar 376 milyon TL vergi \u00f6ncesi k\u00e2ra ve 1 milyar 865 milyon TL net vergi giderine ra\u011fmen 8 milyar 511 milyon TL net kar elde edildi\u011fi belirtilerek kar kalitesinin iyile\u015fti\u011fi ifade edildi.<\/p>\n
Bakiye sipari\u015flerin 20,4 milyar dolardan 23,2 milyar dolara y\u00fckseldi\u011fi, y\u0131l\u0131n ilk yar\u0131s\u0131nda 4,9 milyar dolarl\u0131k yeni i\u015f al\u0131nd\u0131\u011f\u0131 ve yeni i\u015f\/sat\u0131\u015f oran\u0131n\u0131n 2,5 kata ula\u015ft\u0131\u011f\u0131 aktar\u0131lan raporda, y\u0131l\u0131n kalan alt\u0131 ay\u0131nda 3,3-3,9 milyar dolarl\u0131k teslimat \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fc kaydedildi. Net finansman giderinin 4 milyar 302 milyon TL’den 3 milyar 145 milyon TL’ye, kredi kaynakl\u0131 kur fark\u0131 zarar\u0131n\u0131n ise 4 milyar 456 milyon TL’den 1 milyar 659 milyon TL’ye geriledi\u011fi belirtildi.<\/p>\n
Raporda, esas faaliyet kar\u0131n\u0131n cirodaki y\u00fczde 32,6’l\u0131k b\u00fcy\u00fcmeye kar\u015f\u0131n y\u00fczde 5,4 art\u0131\u015fla 13 milyar 382 milyon TL oldu\u011fu, net kur fark\u0131 gelirindeki d\u00fc\u015f\u00fc\u015f ve br\u00fct marjdaki daralman\u0131n faaliyet k\u00e2r\u0131n\u0131 s\u0131n\u0131rlad\u0131\u011f\u0131 ifade edildi.<\/p>\n
Serbest nakit ak\u0131\u015f\u0131n\u0131n 3 milyar 239 milyon TL’den eksi 10 milyar 304 milyon TL’ye geriledi\u011fi belirtilen raporda, yat\u0131r\u0131m harcamalar\u0131n\u0131n 19 milyar 236 milyon TL’ye y\u00fckseldi\u011fi, i\u015fletme sermayesinden 12 milyar 351 milyon TL \u00e7\u0131k\u0131\u015f oldu\u011fu, net borcun 16,5 milyar TL’den 33,8 milyar TL’ye, net bor\u00e7\/FAV\u00d6K oran\u0131n\u0131n ise 0,30’dan 0,55’e y\u00fckseldi\u011fi kaydedildi.<\/p>\n
Raporda ayr\u0131ca, vergi \u00f6ncesi kardaki 10 milyar 536 milyon TL’lik y\u0131ll\u0131k iyile\u015fmenin 8 milyar 353 milyon TL’sinin net parasal pozisyon etkisinden kaynakland\u0131\u011f\u0131, bu kalemin nakit yaratmamas\u0131n\u0131n kar b\u00fcy\u00fcmesinin kalitesini s\u0131n\u0131rlad\u0131\u011f\u0131 ifade edildi. Ahlatc\u0131 Yat\u0131r\u0131m, Aselsan’\u0131n ikinci \u00e7eyrek finansal sonu\u00e7lar\u0131n\u0131 olumlu de\u011ferlendirdi\u011fini, beklentileri a\u015fan ciro, FAV\u00d6K ve net k\u00e2r\u0131n ihracattaki g\u00fc\u00e7l\u00fc b\u00fcy\u00fcme, teslimat esasl\u0131 has\u0131lattaki art\u0131\u015f ve korunan FAV\u00d6K marj\u0131yla desteklendi\u011fini belirterek, 446 TL hedef fiyat\u0131n\u0131 ve “TUT” \u00f6nerisini korudu\u011funu kaydetti.<\/p>\n
<\/strong> \u0130stanbul, 5 A\u011fustos (Hibya) \u2013 Ahlatc\u0131 Yat\u0131r\u0131m, Aselsan’\u0131n 2026 y\u0131l\u0131n\u0131n ikinci \u00e7eyre\u011finde 51 milyar 782 milyon TL net sat\u0131\u015f, 13 milyar 995 milyon TL FAV\u00d6K ve 8 milyar 511 milyon TL net kar a\u00e7\u0131klad\u0131\u011f\u0131n\u0131, finansal sonu\u00e7lar\u0131n piyasa beklentilerinin \u00fczerinde ger\u00e7ekle\u015fti\u011fini duyurdu.<\/p>\n","protected":false},"author":1,"featured_media":127139,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1,9],"tags":[],"class_list":["post-127138","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/127138","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/comments?post=127138"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/127138\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/127139"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=127138"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=127138"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=127138"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"