{"id":150743,"date":"2026-09-16T18:01:30","date_gmt":"2026-09-16T15:01:30","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/09\/16\/cagdas-camin-buyume-ve-kapasite-yatirimlarini-degerlendirildi"},"modified":"2026-09-16T18:01:30","modified_gmt":"2026-09-16T15:01:30","slug":"cagdas-camin-buyume-ve-kapasite-yatirimlarini-degerlendirildi","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/09\/16\/cagdas-camin-buyume-ve-kapasite-yatirimlarini-degerlendirildi\/","title":{"rendered":"\u00c7a\u011fda\u015f Cam\u2019\u0131n b\u00fcy\u00fcme ve kapasite yat\u0131r\u0131mlar\u0131n\u0131 de\u011ferlendirildi"},"content":{"rendered":"<p>Alnus Yat\u0131r\u0131m, \u00c7a\u011fda\u015f Cam Sanayi ve Ticaret A.\u015e.\u2019ye ili\u015fkin toplant\u0131 notunda \u015firketin \u00fcretim yap\u0131s\u0131, segment bazl\u0131 sat\u0131\u015flar\u0131, kapasite yat\u0131r\u0131mlar\u0131 ve 2026 y\u0131l\u0131n\u0131n ilk yar\u0131s\u0131ndaki finansal sonu\u00e7lar\u0131n\u0131 de\u011ferlendirdi.<\/p>\n<p>Rapora g\u00f6re, k\u00f6kleri 1975 y\u0131l\u0131na uzanan ve 2024 y\u0131l\u0131nda halka arz edilen \u00c7a\u011fda\u015f Cam, Manisa, Ayd\u0131n-Kuyucak ve Nazilli\u2019deki tesislerinde g\u00fcne\u015f enerjisi cam\u0131, beyaz e\u015fya-so\u011futucu cam\u0131 ve ticari cam olmak \u00fczere \u00fc\u00e7 ana segmentte faaliyet g\u00f6steriyor. \u015eirket, d\u00fczcam\u0131 tedarik ederek farkl\u0131 i\u015flemlerden ge\u00e7irip katma de\u011ferli \u00fcr\u00fcnlere d\u00f6n\u00fc\u015ft\u00fcr\u00fcyor.<\/p>\n<p>Alnus Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesine g\u00f6re \u015firketin \u00fcretim yap\u0131s\u0131nda solar cam ve beyaz e\u015fya cam\u0131n\u0131n a\u011f\u0131rl\u0131\u011f\u0131 artarken, ticari cam segmentinin toplam has\u0131lattaki pay\u0131 geriliyor.<\/p>\n<p>Ticari cam\u0131n toplam has\u0131lattaki pay\u0131n\u0131n 2024\u2019te yakla\u015f\u0131k y\u00fczde 28 seviyesindeyken 2025\u2019te y\u00fczde 7\u2019ye d\u00fc\u015ft\u00fc\u011f\u00fc belirtilen raporda, solar cam\u0131n pay\u0131n\u0131n ayn\u0131 d\u00f6nemde y\u00fczde 50\u2019den y\u00fczde 64\u2019e, beyaz e\u015fya cam\u0131n\u0131n pay\u0131n\u0131n ise yakla\u015f\u0131k y\u00fczde 22\u2019den y\u00fczde 29\u2019a y\u00fckseldi\u011fi aktar\u0131ld\u0131.<\/p>\n<p>Raporda, panel yat\u0131r\u0131mlar\u0131ndaki h\u0131zlanman\u0131n ve ticari cam sat\u0131\u015flar\u0131nda artan rekabetin segmentlerin toplam sat\u0131\u015flar i\u00e7erisindeki a\u011f\u0131rl\u0131klar\u0131n\u0131 de\u011fi\u015ftirdi\u011fi belirtildi.<\/p>\n<p>\u015eirketin b\u00fcy\u00fcme stratejisinde solar cam\u0131n \u00f6nemli bir yere sahip oldu\u011fu ifade edilen raporda, g\u00fcne\u015f enerjisi sekt\u00f6r\u00fcndeki toparlanmayla birlikte bu alandaki talep g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn beyaz e\u015fya segmentine k\u0131yasla daha olumlu de\u011ferlendirildi\u011fi kaydedildi. Beyaz e\u015fya taraf\u0131nda ise sekt\u00f6rdeki durgunluk ve \u00c7in kaynakl\u0131 fiyat bask\u0131s\u0131n\u0131n belirsizlik olu\u015fturdu\u011fu aktar\u0131ld\u0131.<\/p>\n<p>Alnus Yat\u0131r\u0131m raporunda, \u00c7a\u011fda\u015f Cam\u2019\u0131n Manisa Organize Sanayi B\u00f6lgesi 1 tesisindeki yeni hat yat\u0131r\u0131m\u0131na da yer verildi.<\/p>\n<p>Yakla\u015f\u0131k 26 milyon dolar yat\u0131r\u0131m b\u00fcy\u00fckl\u00fc\u011f\u00fcne sahip proje ile enerji cam\u0131 \u00fcretim kapasitesinin y\u0131ll\u0131k yakla\u015f\u0131k 5 milyon metrekareden 14 milyon metrekareye \u00e7\u0131kar\u0131lmas\u0131n\u0131n hedeflendi\u011fi belirtildi. Yat\u0131r\u0131m\u0131n tamamlanmas\u0131yla y\u0131ll\u0131k yakla\u015f\u0131k 22 milyon dolar gelir katk\u0131s\u0131 sa\u011flanmas\u0131n\u0131n beklendi\u011fi, yeni kapasiteden elde edilecek \u00fcretimin yakla\u015f\u0131k y\u00fczde 40\u2019\u0131n\u0131n ihracata y\u00f6nlendirilmesinin planland\u0131\u011f\u0131 kaydedildi.<\/p>\n<p>Yat\u0131r\u0131m\u0131n 2026 y\u0131l\u0131n\u0131n d\u00f6rd\u00fcnc\u00fc \u00e7eyre\u011finde tamamlanmas\u0131n\u0131n beklendi\u011fi ifade edildi.<\/p>\n<p>Raporda ayr\u0131ca Haziran 2026\u2019da \u00c7in, Malezya ve Vietnam men\u015feli solar cam \u00fcr\u00fcnlerine y\u00f6nelik damping soru\u015fturmas\u0131 ba\u015flat\u0131ld\u0131\u011f\u0131, ayn\u0131 d\u00f6nemde g\u00fcne\u015f panellerinde kullan\u0131lan \u00c7in men\u015feli al\u00fcminyum \u00e7er\u00e7evelerin ithalat\u0131na y\u00fczde 38,26 oran\u0131nda anti-damping vergisi uyguland\u0131\u011f\u0131 belirtildi.<\/p>\n<p>Alnus Yat\u0131r\u0131m\u2019\u0131n finansal de\u011ferlendirmesine g\u00f6re \u00c7a\u011fda\u015f Cam\u2019\u0131n 2026 y\u0131l\u0131n\u0131n ilk 6 ay\u0131nda sat\u0131\u015flar\u0131 y\u0131ll\u0131k bazda y\u00fczde 14 gerileyerek yakla\u015f\u0131k 1,32 milyar TL oldu. Br\u00fct k\u00e2r ise maliyetlerdeki daha s\u0131n\u0131rl\u0131 d\u00fc\u015f\u00fc\u015f\u00fcn etkisiyle y\u00fczde 50 gerileyerek 189,2 milyon TL seviyesinde ger\u00e7ekle\u015fti.<\/p>\n<p>Esas faaliyet k\u00e2r\u0131n\u0131n da y\u00fczde 80 oran\u0131nda d\u00fc\u015ferek yakla\u015f\u0131k 41,38 milyon TL\u2019ye geriledi\u011fi belirtilen raporda, net yat\u0131r\u0131m faaliyet gelirindeki d\u00fc\u015f\u00fc\u015f ve vergi giderindeki art\u0131\u015f\u0131n etkisiyle \u015firketin 6 ayl\u0131k d\u00f6nemde 191 milyon TL net zarar a\u00e7\u0131klad\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n<p>Raporda \u015firketin 16 Eyl\u00fcl 2026 itibar\u0131yla piyasa de\u011ferinin yakla\u015f\u0131k 4,95 milyar TL, son kapan\u0131\u015f fiyat\u0131n\u0131n ise 29,46 TL oldu\u011fu belirtildi. \u015eirketin net nakit pozisyonunun 176,7 milyon TL seviyesinde bulundu\u011fu, finansal bor\u00e7lar\u0131n 208,16 milyon TL\u2019lik b\u00f6l\u00fcm\u00fcn\u00fcn k\u0131sa vadeli, 248,20 milyon TL\u2019lik b\u00f6l\u00fcm\u00fcn\u00fcn ise uzun vadeli y\u00fck\u00fcml\u00fcl\u00fcklerde yer ald\u0131\u011f\u0131 kaydedildi.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 16 Eyl\u00fcl (Hibya) \u2013 Alnus Yat\u0131r\u0131m, \u00c7a\u011fda\u015f Cam Sanayi ve Ticaret A.\u015e.\u2019ye ili\u015fkin toplant\u0131 notunda \u015firketin \u00fcretim yap\u0131s\u0131, segment bazl\u0131 sat\u0131\u015flar\u0131, kapasite yat\u0131r\u0131mlar\u0131 ve 2026 y\u0131l\u0131n\u0131n ilk yar\u0131s\u0131ndaki finansal sonu\u00e7lar\u0131n\u0131 de\u011ferlendirdi.<\/p>\n","protected":false},"author":1,"featured_media":150744,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1],"tags":[],"class_list":["post-150743","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/150743","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=150743"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/150743\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/150744"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=150743"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=150743"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=150743"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}