{"id":16682,"date":"2025-05-11T03:24:07","date_gmt":"2025-05-11T03:24:07","guid":{"rendered":"https:\/\/kamucalisanlari.net\/?p=16682"},"modified":"2025-05-11T03:24:07","modified_gmt":"2025-05-11T03:24:07","slug":"tupras-3-ceyrekte-77-milyar-tl-net-kar-acikladi","status":"publish","type":"post","link":"https:\/\/kamucalisanlari.net\/index.php\/2025\/05\/11\/tupras-3-ceyrekte-77-milyar-tl-net-kar-acikladi\/","title":{"rendered":"T\u00fcpra\u015f 3. \u00e7eyrekte 7,7 milyar TL net k\u00e2r a\u00e7\u0131klad\u0131"},"content":{"rendered":"
\n

SEVCAN ERS\u00d6ZL\u00dc\/BLOOMBERG HT ARA\u015eTIRMA<\/strong><\/p>\n

T\u00fcpra\u015f 2024 y\u0131l\u0131n 3. \u00e7eyre\u011finde beklentilerin \u00fczerinde k\u00e2r a\u00e7\u0131klarken \u015firketin net k\u00e2r marj\u0131 3. \u00e7eyrekte y\u00fczde 2,26 seviyesinde oldu. \u00d6nceki \u00e7eyrekte y\u00fczde 2,62 ve ge\u00e7en y\u0131l ayn\u0131 \u00e7eyrekte y\u00fczde 3,43 olmu\u015ftu.<\/p>\n

Sat\u0131\u015f gelirleri 3. \u00e7eyrekte 190,2 milyar TL seviyesinde ger\u00e7ekle\u015fti. Sat\u0131\u015flar \u00f6nceki \u00e7eyre\u011fe g\u00f6re y\u00fczde 51,32, ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6neme g\u00f6re y\u0131ll\u0131k y\u00fczde 32,94 k\u00fc\u00e7\u00fcld\u00fc. Br\u00fct k\u00e2r marj\u0131 y\u00fczde 8,9 oldu. \u00d6nceki \u00e7eyrekte y\u00fczde 9,14 ve ge\u00e7en y\u0131l ayn\u0131 d\u00f6nem y\u00fczde 16,54 seviyesindeydi.<\/p>\n<\/div>\n

\n

T\u00fcpra\u015f 3. \u00e7eyrekte 8,1 milyon ton sat\u0131\u015f ger\u00e7ekle\u015ftirdi. Yurt d\u0131\u015f\u0131 sat\u0131\u015flar 6,9 milyon ton, yurt d\u0131\u015f\u0131 sat\u0131\u015flar 1.2 milyon ton seviyesinde ger\u00e7ekle\u015fti. Yurt i\u00e7i sat\u0131\u015flar y\u0131ll\u0131k bazda \u00f6zellikle benzin etkisiyle y\u00fczde 3 artt\u0131. Artan talep ile beraber yurt i\u00e7i benzin sat\u0131\u015flar\u0131 y\u0131ll\u0131k bazda y\u00fczde 18 art\u0131\u015f g\u00f6sterdi.<\/p>\n

T\u00fcrkiye\u2019de benzine olan i\u00e7 talebin artmas\u0131yla T\u00fcpra\u015f 2024 y\u0131l\u0131 3. \u00e7eyrekte t\u00fcm zamanlar\u0131n en y\u00fcksek yurt i\u00e7i benzin sat\u0131\u015f\u0131n\u0131 ger\u00e7ekle\u015ftirdi. Yurt i\u00e7i benzin sat\u0131\u015flar\u0131n\u0131n toplam sat\u0131\u015flar i\u00e7indeki pay\u0131 2018\u2019e k\u0131yasla 2 kat\u0131na \u00e7\u0131kt\u0131. Benzinli ara\u00e7lar 2024 y\u0131l\u0131n\u0131n ilk 9 ay\u0131nda T\u00fcrkiye\u2019deki yeni binek otomobil sat\u0131\u015flar\u0131n\u0131n y\u00fczde 80\u2019ini olu\u015ftururken, benzin talebi art\u0131\u015f\u0131n\u0131 s\u00fcrd\u00fcrd\u00fc ve ilk 8 ayda y\u0131ll\u0131k y\u00fczde 21 artt\u0131.<\/p>\n

Ayn\u0131 d\u00f6nemde T\u00fcpra\u015f kapasite kullan\u0131m oran\u0131 y\u00fczde 101 seviyesinde olurken, 2 \u00e7eyrekte y\u00fczde 93 seviyesindeydi. Kapasite kullan\u0131m\u0131 3. \u00e7eyrekte 2019 \u2019dan bu yana en y\u00fcksek seviyesine ula\u015ft\u0131. 2024-3. \u00e7eyrekte RUP bak\u0131m\u0131n\u0131n tamamlanmas\u0131n\u0131n enerji verimlili\u011fini artt\u0131rmas\u0131 ile kapasite kullan\u0131m oran\u0131 y\u00fckseldi. Y\u00fcksek kapasite kullan\u0131m\u0131, ge\u00e7ti\u011fimiz \u00e7eyre\u011fe g\u00f6re zay\u0131flayan \u00fcr\u00fcn marjlar\u0131na ra\u011fmen operasyonel k\u00e2rl\u0131l\u0131\u011f\u0131 artt\u0131rd\u0131.<\/p>\n

Faiz, amortisman ve vergi \u00f6ncesi k\u00e2rl\u0131l\u0131k (FAV\u00d6K) ayn\u0131 d\u00f6nemde 15,1 milyar TL olurken, y\u0131ll\u0131k bazda y\u00fczde 70, \u00e7eyreksel azal\u0131\u015f g\u00f6sterdi. FAV\u00d6K marj\u0131 ayn\u0131 d\u00f6nemde 6,70 seviyesinde ger\u00e7ekle\u015ferek 2. \u00c7eyrek seviyesine paralel ger\u00e7ekle\u015fti. Ge\u00e7en y\u0131l ayn\u0131 d\u00f6nemde y\u00fczde 14,77 seviyesindeydi. Vergi \u00f6ncesi kar\u0131 d\u00fc\u015f\u00fck enerji gideri ve y\u00fcksek kur ve faiz geliri, d\u00fc\u015fen \u00fcr\u00fcn marj\u0131 ve daralan ham petrol fiyat farklar\u0131n\u0131n olumsuz etkisine kar\u015f\u0131 destekledi.<\/p>\n

Bu d\u00f6nemin sonunda \u015firketin 3 milyar dolar net nakiti bulunuyor. Nakit pozisyonu, g\u00fc\u00e7l\u00fc FAV\u00d6K ve etkili i\u015fletme sermayesi y\u00f6netimi ile ger\u00e7ekle\u015fti.<\/p>\n

\u015eirketin nakit de\u011ferleri 2023 y\u0131l sonuna g\u00f6re 30,1 milyon TL azalarak 103 milyon TL oldu.
\u0130\u015fletme faaliyetlerinden 6 milyon TL nakit \u00e7\u0131k\u0131\u015f\u0131 ger\u00e7ekle\u015fti.Yat\u0131r\u0131m faaliyetlerinden 477 milyon TL nakit giri\u015fi olurken, finansman faaliyetlerinden 3 milyon TL nakit \u00e7\u0131k\u0131\u015f\u0131 ger\u00e7ekle\u015fti.<\/p>\n

2024 beklentilerde de\u011fi\u015fikli\u011fe gidilmedi<\/b><\/p>\n

T\u00fcpra\u015f 2024 y\u0131l sonu beklentilerinde 2\u00c7 bilan\u00e7o ile a\u00e7\u0131klanan yakla\u015f\u0131k 12 ABD dolar\u0131\/varil T\u00fcpra\u015f \u00fcr\u00fcn marj beklentisi, y\u00fczde 85-90 kapasite kullan\u0131m\u0131 ile yakla\u015f\u0131k 26 milyon ton \u00fcretim ve 30 milyon ton toplam sat\u0131\u015f hacmi ve yakla\u015f\u0131k 400 milyon ABD dolar\u0131 yat\u0131r\u0131m beklentisini korudu. Konsolide yat\u0131r\u0131m harcamalar\u0131n\u0131n 400 milyon civar\u0131 olaca\u011f\u0131 \u00f6ng\u00f6r\u00fcld\u00fc.<\/p>\n<\/div>\n<\/p>\n

<\/p>\n

Kaynak :\u00a0https:\/\/www.bloomberght.com\/tupras-3-ceyrekte-7-7-milyar-tl-net-kr-acikladi-3733826<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

T\u00fcpra\u015f y\u0131l\u0131n 3. \u00e7eyre\u011finde beklentilerin \u00fczerinde 7,7 milyar TL net k\u00e2r a\u00e7\u0131klad\u0131. Beklentiler 6,2 milyon TL seviyesindeydi. Net k\u00e2r \u00e7eyreksel bazda y\u00fczde 32,86 artarken, ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re ise y\u0131ll\u0131k -y\u00fczde 42 d\u00fc\u015f\u00fc\u015f g\u00f6sterdi.<\/p>\n","protected":false},"author":1,"featured_media":16683,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[239,843,193,1260,2240],"manset":[],"class_list":["post-16682","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-239","tag-benzin","tag-satis","tag-seviyesinde","tag-tupras"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/16682","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/comments?post=16682"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/16682\/revisions"}],"predecessor-version":[{"id":16684,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/16682\/revisions\/16684"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/16683"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=16682"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=16682"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=16682"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=16682"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}