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1304.SE Tadawul Unclassified

Al Yamamah Steel Industries Company CJSC

$38,26
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Mcap
P/E
EV / Rev
Div yield
0,00 %
Op margin
5,3 %
ROE
6,0 %
Net margin
2,0 %
Debt / equity
1,35
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

Al Yamamah Steel Industries Company CJSC operates in the Metals & Mining industry within the Materials sector, generating revenue through steel production and related industrial activities.

Business. Al Yamamah Steel Industries Company CJSC operates in the Metals & Mining industry within the Materials sector, generating revenue through steel production and related industrial activities.

Classification20 %
SectorUnclassified
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
59
composite score
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
6,0 %
return on equity
Quality
50
quality score (0-100)

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 1304.
  • Sector rotation

    Sector1D1Mvs mkt
    Communication Services+2,2 %−5,5 %+1,5 %
    Materials+2,2 %+3,1 %+1,4 %
    Energy+0,9 %+5,1 %+0,1 %
    Health Care+0,8 %−1,3 %+0,0 %
    Consumer Discretionary+0,3 %+9,2 %−0,4 %
    Information Technology+0,2 %+8,1 %−0,6 %
    Financials−0,3 %−2,8 %−1,0 %
    Consumer Staples−0,6 %+3,2 %−1,4 %
    Real Estate−0,7 %+10,9 %−1,4 %
    Industrials−1,1 %−0,3 %−1,8 %
    Utilities−1,9 %+28,2 %−2,6 %

    Developing storylines

    No tracked sagas currently linked to 1304.SE. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-07-25 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Score breakdown59
    Profitability+32
    Sentiment+30
    Risk penalty−3
    Missing signals−3

    Synthesis

    Business

    Al Yamamah Steel Industries Company CJSC operates in the Metals & Mining industry within the Materials sector, generating revenue through steel production and related industrial activities.

    Classification20 %
    SectorUnclassified
    AI synthesis
    GENERATED

    Al Yamamah Steel Industries maintains a capital structure characterized by significant leverage, with a debt-to-equity ratio of 1.35 and long-term debt totaling 836.9 million SAR against total equity of 621.8 million SAR. The company holds no cash and equivalents, resulting in a negative net cash position, which contributes to a medium liquidity risk assessment. Despite the lack of cash reserves, the current ratio stands at 1.4, indicating sufficient short-term assets to cover immediate liabilities. Operating cash flow of 123.3 million SAR supports the debt service requirements, while free cash flow remains positive at 64.9 million SAR after capital expenditures of 38.5 million SAR.

    Profitability metrics indicate modest returns on capital, with a return on equity of 5.99% and a return on assets of 2.11%. The company generated a gross profit of 201.0 million SAR on revenue of 1.88 billion SAR, resulting in a gross margin of approximately 10.7%. Operating income was 113.6 million SAR, leading to a net income of 59.7 million SAR, which reflects a net margin of roughly 3.2%. Without cohort median data for direct comparison, these returns suggest a capital-intensive business model typical of the steel industry, where margins are often pressured by raw material costs and cyclical demand.

    Key takeaways
    • High leverage with a debt-to-equity ratio of 1.35 and no cash reserves creates a medium liquidity risk profile.
    • Modest profitability with a 5.99% ROE and 3.2% net margin reflects the capital-intensive nature of steel production.
    • Positive free cash flow of 64.9 million SAR demonstrates the ability to generate cash after capital expenditures.
    • Low dilution risk is indicated by stable share counts and no recent equity issuance activity.
    • Lack of historical data and segment information limits the depth of growth and diversification analysis.

    Bull / Bear case

    Generated · model-assisted
    BULL CASE · 5

    Revenue grew 4.2% year-over-year to SAR 1.96 billion, demonstrating top-line expansion despite recent volatility.

    Net income surged 18.6% year-over-year to SAR 70.8 million, signaling a strong return to profitability.

    Free cash flow increased 40.8% year-over-year to SAR 91.4 million, highlighting improved operational cash generation.

    Cash conversion ratio of 3.73 ranks best-in-class among peers, indicating superior efficiency in generating cash from earnings.

    Operating income rose 27.4% year-over-year to SAR 144.7 million, reflecting significant improvement in core operational performance.

    BEAR CASE · 3

    Debt-to-equity ratio of 1.35 sits in the bottom quartile of peers, indicating significantly higher financial leverage risk.

    The company faces a high credit risk flag, suggesting potential difficulties in meeting financial obligations or securing financing.

    A medium liquidity risk flag suggests potential challenges in meeting short-term financial obligations as they come due.

    In focus — financials by report

    Annual
    ANNUALFiled 2023-12-27
    FY 2023 · Full-year highlights

    Revenue SAR 1.56B, +6,5% YoY; Operating income −584,9% YoY.

    RevenueSAR 1.56B+6,5 % YoY
    Operating income-SAR 95.3M−584,9 % YoY
    Net income-SAR 130.1M−388,2 % YoY
    Free cash flow-SAR 253.6M−265,0 % YoY
    EPS
    Operating cash flowSAR 138.9M+149,0 % YoY
    Financials
    Income statement
    RevenueSAR 1.56B
    Gross profit-SAR 28.4M
    Operating income-SAR 95.3M
    Net income-SAR 130.1M
    Margins
    Gross margin-1.8%
    Operating margin-6.1%
    Net margin-8.3%
    FCF margin-16.3%
    Balance sheet
    Total assetsSAR 1.79B
    Total liabilitiesSAR 1.27B
    Total equitySAR 518.1M
    Cash & equivalentsSAR 565.5k
    Long-term debtSAR 933.9M
    Cash flow
    Operating cash flowSAR 138.9M
    CapEx-SAR 137.4M
    Free cash flow-SAR 253.6M
    SBC
    P&L flow · revenue → net income
    Revenue SAR 1.88BOperating costs SAR 1.77BFinance SAR 55.8MNet income SAR 59.7M
    Highlights
    • Revenue SAR 1.56B, +6,5% YoY
    • Operating income −584,9% YoY
    • Net income −388,2% YoY
    • Free cash flow −265,0% YoY
    • Net margin -8.3%

    Valuation FY

    Market price
    $38,26
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $621.8M
    Net cash
    -$836.9M
    Current ratio
    1.4
    Debt / equity
    1.4
    ROA
    2.1%
    ROE
    6.0%
    Cash conversion
    373.0%
    CapEx / revenue
    -7.5%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin5,3 %Below median
    Net Margin2,0 %Below median
    ROE6,0 %Below median
    Capex / Rev-7,5 %Below median
    D/E1,35Bottom quartile
    Cash Conv3,73Best in class

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    • Reference data
    How metrics are computed
    • Return On Equity
      net_income / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Capex To Revenue
      capital_expenditure / revenue
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Return On Assets
      net_income / total_assets
    Source documents
    • Al Yamamah Steel Industries Company CJSC Market data — financials · 2026-07-08

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    1304.SECanonical
    Tadawul · USD

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2023-12-27 19:39 UTCEARNINGSAnnual results — FY 2023 Revenue SAR 1.56B · Net SAR -130.1M
    2022-12-22 13:35 UTCEARNINGSAnnual results — FY 2022 Revenue SAR 1.46B · Net SAR -26.7M
    2021-12-13 05:49 UTCEARNINGSAnnual results — FY 2021 Revenue SAR 1.62B · Net SAR 207.8M
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-07-25 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data · Reference data Premium coverage