节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:6/10
印尼综合矿业服务上市公司PT Darma Henwa Tbk(股票代码DEWA)2025年实现净利润大幅跃升,全年净利润达4.3万亿印尼盾,较2024年的5520亿印尼盾同比增长近80倍。
业绩增长主要得益于收入提升,2025年公司营收达6.4万亿印尼盾,同比增长6%。收入增长驱动因素包括自有车队容量扩充、全项目运营效率优化,以及生产规模变化——其中废石剥离量达1.386亿立方米,同比增长3.2%;煤炭产量1700万吨,同比微降1.5%。
同期公司毛利率大幅提升,从7.3%升至15.1%,对应毛利润从2024年的4395亿印尼盾增至9622亿印尼盾,实现翻倍增长。营业利润同比增长119.9%,达7264亿印尼盾;EBITDA则从8652亿印尼盾跃升至1.752万亿印尼盾。
公司其他收益达3.7368万亿印..Mineral Resources(位于亚齐省加约卢斯县的勘探评估阶段金铜矿)公允价值差额相关的负商誉确认。
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