{"id":66758,"date":"2024-08-01T09:00:07","date_gmt":"2024-08-01T09:00:07","guid":{"rendered":"https:\/\/ekamu.net\/?p=66758"},"modified":"2024-08-01T09:00:07","modified_gmt":"2024-08-01T09:00:07","slug":"turk-traktorden-ikinci-ceyrekte-194-milyar-lira-net-kar","status":"publish","type":"post","link":"https:\/\/ekamu.net\/index.php\/2024\/08\/01\/turk-traktorden-ikinci-ceyrekte-194-milyar-lira-net-kar\/","title":{"rendered":"T\u00fcrk Trakt\u00f6r&#8217;den ikinci \u00e7eyrekte 1,94 milyar lira net k\u00e2r"},"content":{"rendered":"<div>\n<p><strong>BURCU KIRATLI\/BLOOMBERG HT ARA\u015eTIRMA ANAL\u0130ST\u0130<\/strong><\/p>\n<p>T\u00fcrk Trakt\u00f6r (TTRAK) 2024 ikinci \u00e7eyrek d\u00f6neminde 15,67 milyar TL sat\u0131\u015f geliri elde etti. Bu rakam, bir \u00f6nceki \u00e7eyre\u011fe g\u00f6re y\u00fczde 13, ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re ise y\u00fczde 23 azalma g\u00f6sterdi. \u015eirketin br\u00fct k\u00e2r marj\u0131 y\u00fczde 23 seviyesinde ger\u00e7ekle\u015fti; bu oran, bir \u00f6nceki \u00e7eyrekte y\u00fczde 24, ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6neminde ise y\u00fczde 27 idi. Br\u00fct k\u00e2r marj\u0131ndaki d\u00fc\u015f\u00fc\u015f, maliyetlerin sat\u0131\u015f gelirlerindeki azalmaya g\u00f6re daha yava\u015f d\u00fc\u015fmesinden kaynakland\u0131.<\/p>\n<p>Faiz, amortisman ve vergi \u00f6ncesi k\u00e2r (FAV\u00d6K) 2,88 milyar TL olarak ger\u00e7ekle\u015fti ve y\u0131ll\u0131k bazda y\u00fczde 35, \u00e7eyreklik bazda ise y\u00fczde 13 azald\u0131. FAV\u00d6K marj\u0131, ayn\u0131 d\u00f6nemde y\u00fczde 18,40 seviyesinde olurken, bir \u00f6nceki \u00e7eyrekte y\u00fczde 18,63, ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6neminde ise y\u00fczde 23,38 olarak kaydedildi. FAV\u00d6K marj\u0131ndaki y\u0131ll\u0131k gerileme, esas faaliyet k\u00e2r marj\u0131ndaki y\u00fczde 5,4 puanl\u0131k d\u00fc\u015f\u00fc\u015ften kaynakland\u0131.<\/p>\n<\/div>\n<div>\n<p><b>Alt\u0131 ayl\u0131k k\u00e2r 3,8 milyar lira<\/b><\/p>\n<p>2024 y\u0131l\u0131n\u0131n ilk alt\u0131 ay\u0131nda TTRAK, 3,8 milyar lira net k\u00e2r a\u00e7\u0131klad\u0131; bu, ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re y\u00fczde 25&#8217;lik bir d\u00fc\u015f\u00fc\u015f\u00fc temsil ediyor. Ayn\u0131 d\u00f6nemde \u015firket, y\u0131ll\u0131k y\u00fczde 9 azal\u0131\u015fla 33,6 milyar TL sat\u0131\u015f geliri elde etti. FAV\u00d6K ise 6,20 milyar TL&#8217;ye d\u00fc\u015ferek y\u0131ll\u0131k y\u00fczde 16 azald\u0131. Net k\u00e2rdaki bu gerileme, sat\u0131\u015f gelirlerindeki d\u00fc\u015f\u00fc\u015f ve faaliyet giderlerindeki y\u00fczde 20 art\u0131\u015ftan kaynakland\u0131. Ayr\u0131ca, ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6neminde net finansman geliri yazan \u015firket, bu y\u0131l net finansman gideri yazd\u0131. Muhasebe gere\u011fi olu\u015fan parasal pozisyon zarar\u0131 da net k\u00e2rdaki d\u00fc\u015f\u00fc\u015f\u00fc art\u0131rd\u0131.<\/p>\n<p>\u015eirket, y\u0131l\u0131n ilk yar\u0131s\u0131nda y\u00fczde 23,28 br\u00fct k\u00e2r marj\u0131 elde etti; bu oran, ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6neminde y\u00fczde 23,61 idi. FAV\u00d6K marj\u0131 y\u00fczde 18,43 olurken, ge\u00e7en y\u0131l y\u00fczde 20,10 seviyesindeydi. Net k\u00e2r marj\u0131 ise y\u00fczde 11,39 olarak ger\u00e7ekle\u015fti (ge\u00e7en y\u0131l y\u00fczde 13,90).<\/p>\n<p>T\u00fcrkiye trakt\u00f6r pazar\u0131 2024&#8217;\u00fcn ilk yar\u0131s\u0131nda y\u00fczde 20 darald\u0131, 2023&#8217;te ise y\u00fczde 16 b\u00fcy\u00fcm\u00fc\u015ft\u00fc. TTRAK, y\u0131l\u0131n ilk yar\u0131s\u0131nda trakt\u00f6r \u00fcretimini y\u00fczde 5 azal\u0131\u015fla 24,920 adet seviyesine \u00e7ekti. T\u00fcrkiye genelinde trakt\u00f6r \u00fcretiminin y\u00fczde 59&#8217;unu TTRAK ger\u00e7ekle\u015ftirdi. Pazar pay\u0131 y\u00fczde 44,4&#8217;ten y\u00fczde 48,3&#8217;e y\u00fckseldi. Toplam sat\u0131\u015flar y\u00fczde 5,2 d\u00fc\u015ferek 25,789 adede geriledi.<\/p>\n<p>Yurti\u00e7i yerli trakt\u00f6r sat\u0131\u015flar\u0131 y\u0131ll\u0131k y\u00fczde 2 artarken, ihracat y\u00fczde 17 azald\u0131. T\u00fcrkiye Trakt\u00f6r pazar\u0131 2024 ilk yar\u0131s\u0131nda y\u00fczde 20 darald\u0131. Pazar 2023 y\u0131l\u0131nda y\u00fczde 16 b\u00fcy\u00fcm\u00fc\u015ft\u00fc.<\/p>\n<p>2024 y\u0131l\u0131n\u0131n sonunda \u015firketin 914 milyon TL net borcu bulunuyor. 2023 sonunda 8,174 milyon TL net nakit pozisyonunda olan TTRAK, net bor\u00e7lu konuma ge\u00e7ti. Ancak bu bor\u00e7 seviyesi olduk\u00e7a d\u00fc\u015f\u00fck olup, risk te\u015fkil etmemektedir. Net bor\u00e7\/FAV\u00d6K oran\u0131 y\u0131ll\u0131k bazda 0.08x seviyesinde<\/p>\n<p><b>2024 Beklentileri<\/b><\/p>\n<p>\u015eirket yat\u0131r\u0131mc\u0131 sunumunda 2024 beklentilerini payla\u015ft\u0131. Buna g\u00f6re T\u00fcrkiye Trakt\u00f6r Pazar b\u00fcy\u00fckl\u00fc\u011f\u00fcn\u00fc 58K-64K adet olarak bekliyor (2023: 78K adet). Buna g\u00f6re toplam pazarda 2024 y\u0131l\u0131nda yakla\u015f\u0131k y\u00fczde 22 daralma bekliyor.<\/p>\n<p>\u0130hracat sat\u0131\u015flar\u0131 ise 13 bin 500 bin-15 bin adet olarak bekleniyor (2023: 16 bin adet). Buna g\u00f6re ihracat taraf\u0131nda y\u00fczde 9-10 adet baz\u0131nda daralma beklentisi g\u00f6r\u00fcl\u00fcyor. \u0130\u00e7 piyasa sat\u0131\u015f beklentisi ise 30 bin-33 bin adet seviyesinde (2023: 36 bin adet). Buna g\u00f6re i\u00e7 piyasada adet baz\u0131nda y\u00fczde 12,5 daralma bekleniyor.<\/p>\n<\/div>\n<p><\/p>\n<p>Kaynak :\u00a0<span style=\"background-color: rgb(255, 249, 236); color: rgb(55, 58, 60); font-size: 14px;\">Bloomberg HT<\/span><\/p>\n<p><span style=\"display: block; width: 343.125px; color: rgb(55, 58, 60); font-size: 14px; background-color: rgb(255, 249, 236);\"><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>T\u00fcrk Trakt\u00f6r 2024 y\u0131l\u0131n\u0131n ikinci \u00e7eyre\u011finde 1,94 milyar TL net k\u00e2r a\u00e7\u0131klad\u0131. Net k\u00e2r \u00e7eyreklik y\u00fczde 2 artarken, ge\u00e7en y\u0131l ayn\u0131 d\u00f6neme g\u00f6re y\u0131ll\u0131k y\u00fczde 38 d\u00fc\u015f\u00fc\u015f g\u00f6sterdi.<\/p>\n","protected":false},"author":1,"featured_media":66759,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[424,43,686,108,798],"class_list":["post-66758","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-424","tag-adet","tag-net","tag-satis","tag-yuzde-2"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/66758","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/comments?post=66758"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/66758\/revisions"}],"predecessor-version":[{"id":66760,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/66758\/revisions\/66760"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/66759"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=66758"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=66758"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=66758"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}