{"id":90290,"date":"2025-05-08T02:12:04","date_gmt":"2025-05-08T02:12:04","guid":{"rendered":"https:\/\/ekamu.net\/?p=90290"},"modified":"2025-05-08T02:12:04","modified_gmt":"2025-05-08T02:12:04","slug":"arcelik-3-ceyrek-bilancosunu-acikladi","status":"publish","type":"post","link":"https:\/\/ekamu.net\/index.php\/2025\/05\/08\/arcelik-3-ceyrek-bilancosunu-acikladi\/","title":{"rendered":"Ar\u00e7elik 3. \u00e7eyrek bilan\u00e7osunu a\u00e7\u0131klad\u0131"},"content":{"rendered":"<p><p><span><strong>SEVCAN ERS\u00d6ZL\u00dc\/BLOOMBERG HT ARA\u015eTIRMA<\/strong><\/span><\/p>\n<p><span>Ar\u00e7elik 2024 y\u0131l\u0131 \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011fine ili\u015fkin bilan\u00e7osunu a\u00e7\u0131klad\u0131. \u015eirket bu d\u00f6nemde 5 milyar TL net zarar a\u00e7\u0131klad\u0131. Piyasa beklentisi 1,8 milyar TL zarar a\u00e7\u0131klamas\u0131 y\u00f6n\u00fcndeydi. Ar\u00e7elik 2024\u2019\u00fcn ikinci \u00e7eyre\u011finde 470 milyon TL net zarar, ilk \u00e7eyrekte 466 milyon TL net k\u00e2r a\u00e7\u0131klam\u0131\u015ft\u0131. <\/span><\/p>\n<p><span>Sat\u0131\u015f gelirleri 3\u00c724&#8217;de 105,4 milyar TL seviyesinde ger\u00e7ekle\u015fti. Sat\u0131\u015flar \u00f6nceki \u00e7eyre\u011fe g\u00f6re y\u00fczde 5 d\u00fc\u015ferken, ge\u00e7en y\u0131l ayn\u0131 d\u00f6neme g\u00f6re y\u0131ll\u0131k y\u00fczde 13,8 b\u00fcy\u00fcd\u00fc. Br\u00fct k\u00e2r marj\u0131 3\u00c724&#8217;de y\u00fczde 26,1 seviyesinde ger\u00e7ekle\u015fti. \u00d6nceki \u00e7eyrekte y\u00fczde 28,55, ge\u00e7en y\u0131l ayn\u0131 d\u00f6nemde y\u00fczde 29,73 seviyesindeydi. Br\u00fct marjdaki d\u00fc\u015f\u00fc\u015fe, zorlay\u0131c\u0131 fiyatlama ortam\u0131, olumsuz \u00fcr\u00fcn karmas\u0131 etkisi, y\u0131ll\u0131k bazda artan hammadde maliyetleri etkili oldu.<\/span><\/p>\n<p><span>Fav\u00f6k<\/span><span> 3\u00c7\u2019de 4,6 milyar TL ile piyasa beklentileri olan 5,1 milyar TL rakam\u0131n\u0131n <b>alt\u0131nda<\/b> kald\u0131. <\/span><span>Fav\u00f6k<\/span><span>, y\u0131ll\u0131k bazda y\u00fczde 27,25 azal\u0131\u015f g\u00f6sterdi. \u00c7eyreklik bazda y\u00fczde 60,8 k\u00fc\u00e7\u00fcld\u00fc. <\/span><span>Fav\u00f6k<\/span><span> marj\u0131 ayn\u0131 d\u00f6nemde y\u00fczde 5,26 seviyesinde olu\u015ftu. \u00d6nceki \u00e7eyrekte y\u00fczde 6,04, ge\u00e7en y\u0131l ayn\u0131 d\u00f6nemde y\u00fczde 8,57 olmu\u015ftu. D\u00fczeltilmi\u015f FAV\u00d6K Marj\u0131, y\u0131l\u0131n 3. \u00e7eyre\u011finde zay\u0131flayan br\u00fct karl\u0131l\u0131k ve artan faaliyet giderlerinin etkisiyle y\u00fczde 4,6 olarak ger\u00e7ekle\u015fti. <\/span><\/p>\n<p><span>Konsolide gelirler, 1 Nisan itibariyle tamamlanan Avrupa ve MENA i\u015flemlerinin katk\u0131s\u0131yla, bir \u00f6nceki y\u0131l\u0131n ayn\u0131 \u00e7eyre\u011fine k\u0131yasla y\u00fczde 13,8 reel b\u00fcy\u00fcme <\/span><span>g\u00f6sterdi. Avrupa<\/span><span> ve MENA sat\u0131n al\u0131mlar\u0131 ile inorganik b\u00fcy\u00fcme ger\u00e7ekle\u015fti, \u00e7eyreklik bazda i\u00e7 talep zay\u0131flarken, uluslararas\u0131 talep iyile\u015fti.<\/span><\/p>\n<p><span>Ar\u00e7elik\u2019in 2024 y\u0131l\u0131 3. \u00e7eyrek finansal sonu\u00e7lar\u0131na g\u00f6re, \u015firketin uluslararas\u0131 sat\u0131\u015flar\u0131, bir \u00f6nceki y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re y\u00fczde 39,7 oran\u0131nda art\u0131\u015f g\u00f6sterdi. Bu art\u0131\u015fta \u00f6zellikle <\/span><span>Whirlpool<\/span><span> birle\u015fmesi etkili olup, 656 milyon euro ek katk\u0131 sa\u011flad\u0131. Yurt d\u0131\u015f\u0131 sat\u0131\u015flar, kur etkisiyle 28 milyon euro, hacim art\u0131\u015f\u0131yla ise y\u00fczde 58,1 artarak 97 milyon euro seviyesinde ger\u00e7ekle\u015fti. Fiyat ve \u00fcr\u00fcn karmas\u0131 ise yurt d\u0131\u015f\u0131nda 11 milyon <\/span><span>euroluk<\/span><span> bir art\u0131\u015fa yol a\u00e7t\u0131. T\u00fcrkiye\u2019de ise sat\u0131\u015f b\u00fcy\u00fcmesi daha s\u0131n\u0131rl\u0131 kald\u0131; hacim yaln\u0131zca 5 milyon euro artarken, fiyat ve \u00fcr\u00fcn karmas\u0131 y\u00fczde 10,5 art\u0131\u015fla 76 milyon <\/span><span>euroluk<\/span><span> bir katk\u0131 sundu. <\/span><\/p>\n<p><b><span>Sat\u0131\u015flarda Bat\u0131 Avrupa liderli\u011fini korudu <\/span><\/b><\/p>\n<p><span>Sat\u0131\u015flar\u0131n co\u011frafi <\/span><span>k\u0131r\u0131l\u0131m\u0131nda<\/span><span> ise, <\/span><span>Bat\u0131 Avrupa<\/span><span> ve <\/span><span>T\u00fcrkiye<\/span><span> pazar\u0131 en b\u00fcy\u00fck dilimi olu\u015fturuyor. 3\u00c724\u2019te T\u00fcrkiye\u2019nin toplam sat\u0131\u015flar i\u00e7indeki pay\u0131 y\u00fczde 30\u2019a gerilerken, <\/span><span>Bat\u0131 Avrupa<\/span><span> y\u00fczde 39 ile liderli\u011fini koruyor. <\/span><span>Amerika<\/span><span> pazar\u0131nda ise olduk\u00e7a g\u00fc\u00e7l\u00fc bir art\u0131\u015f var. 3\u00c723\u2019te y\u00fczde 5 olan Amerika sat\u0131\u015f pay\u0131, 3\u00c724\u2019te y\u00fczde 12\u2019ye \u00e7\u0131kt\u0131. <\/span><\/p>\n<p><b><span>2024 beklentilerinde de\u011fi\u015fikli\u011fe gitti<\/span><\/b><\/p>\n<p><span>\u015eirket 2024 beklentilerini g\u00fcncelledi. Buna g\u00f6re yurt i\u00e7i sat\u0131\u015f gelir beklentisini yatay, uluslararas\u0131 gelir art\u0131\u015f\u0131 beklentisini dolar baz\u0131nda y\u00fczde 50 seviyesinde korudu. <\/span><span>Fav\u00f6k<\/span><span> marj\u0131 beklentisini y\u00fczde 6.5 seviyesinden y\u00fczde 5,8- 6 bant aral\u0131\u011f\u0131na d\u00fc\u015f\u00fcrd\u00fc. Yat\u0131r\u0131m harcamalar\u0131 beklentisini ise 350 milyon euro seviyesinden, 400 milyon euro seviyesine y\u00fckseltti.<\/span><\/p>\n<p><span>\u015eirket net i\u015fletme sermayesi\/sat\u0131\u015flar oran\u0131n\u0131 y\u00fczde 22 seviyesinden, y\u00fczde 20 seviyesine d\u00fc\u015f\u00fcrd\u00fc.<\/span><\/p>\n\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>Ar\u00e7elik y\u0131l\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011finde 5 milyar TL net zarar a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":90291,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[477,445,1400,108,3435],"class_list":["post-90290","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-artis","tag-ceyrek","tag-milyon-euro","tag-satis","tag-seviyesinde"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/90290","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=90290"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/90290\/revisions"}],"predecessor-version":[{"id":90292,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/90290\/revisions\/90292"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/90291"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=90290"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=90290"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=90290"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}