{"id":26769,"date":"2025-10-16T02:48:56","date_gmt":"2025-10-16T02:48:56","guid":{"rendered":"https:\/\/kamucalisanlari.net\/?p=26769"},"modified":"2025-10-16T02:48:56","modified_gmt":"2025-10-16T02:48:56","slug":"tofas-2024un-son-ceyreginde-zarar-acikladi","status":"publish","type":"post","link":"https:\/\/kamucalisanlari.net\/index.php\/2025\/10\/16\/tofas-2024un-son-ceyreginde-zarar-acikladi\/","title":{"rendered":"Tofa\u015f 2024’\u00fcn son \u00e7eyre\u011finde zarar a\u00e7\u0131klad\u0131"},"content":{"rendered":"

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

Tofa\u015f’\u0131n 2024 y\u0131l\u0131 net k\u00e2r\u0131 y\u0131ll\u0131k y\u00fczde 76 d\u00fc\u015f\u00fc\u015fle 5,2 milyon TL seviyesine geriledi. Net k\u00e2r marj\u0131 2023 y\u0131l\u0131nda y\u00fczde 11.8 seviyesinden y\u00fczde 4.3 seviyesine geriledi.<\/p>\n

Net k\u00e2rdaki d\u00fc\u015f\u00fc\u015fte i\u00e7 piyasadaki artan rekabet, d\u00fc\u015f\u00fck kapasite kullan\u0131m oran\u0131 ve enflasyon muhasebesinin negatif etki sebep oldu.<\/p>\n

Sat\u0131\u015f gelirleri 2024 4. \u00e7eyrekte piyasa beklentisine yak\u0131n 27,7 milyar TL seviyesinde ger\u00e7ekle\u015fti. 2024 y\u0131l\u0131 sat\u0131\u015f gelirleri 120,2 milyar TL ile y\u0131ll\u0131k y\u00fczde 34,7 geriledi. Sat\u0131\u015f gelirlerindeki gerilemede adet baz\u0131ndaki daralma etkili oldu. Br\u00fct k\u00e2r marj\u0131 2024 y\u0131l\u0131nda y\u00fczde 11.1 oldu. 2023 y\u0131l\u0131nda y\u00fczde 18,1 seviyesindeydi.<\/p>\n

Fav\u00f6k 2024 4.\u00e7eyrekte 214,8 milyon TL ile piyasa beklentisi olan 878 milyon TL\u2019nin alt\u0131nda kald\u0131. 2024 y\u0131l\u0131 Fav\u00f6k rakam\u0131 9,4 milyar TL ile y\u0131ll\u0131k bazda y\u00fczde 66 darald\u0131. Fav\u00f6k marj\u0131 2024 y\u0131l\u0131nda 7.9 seviyesine geriledi. 2023 y\u0131l\u0131nda 15.4 seviyesindeydi. Fav\u00f6k marj\u0131ndaki d\u00fc\u015f\u00fc\u015fe cirodaki d\u00fc\u015f\u00fc\u015f ve k\u00e2r marjlar\u0131ndaki gerileme etkili oldu.<\/p>\n

\u015eirketin sat\u0131\u015f hacimleri 2024 4. \u00e7eyrekte y\u00fczde 44 d\u00fc\u015f\u00fc\u015fle 40.000 adete, 2024 y\u0131l\u0131nda ise 2023\u2019e g\u00f6re y\u00fczde 33 d\u00fc\u015f\u00fc\u015fle 174.000 adede geriledi. Yeni \u00fcr\u00fcn ge\u00e7i\u015fine ba\u011fl\u0131 olarak ve konjonkt\u00fcr kaynakl\u0131 ihracat taraf\u0131ndaki daralma, adetsel bazda geri \u00e7ekilmede \u00f6nemli rol oynad\u0131.<\/p>\n

\u015eirketin ihracat hacimleri 2024\u2019te y\u0131ll\u0131k bazda y\u00fczde 45 gerilerek 33.5600 adete d\u00fc\u015ft\u00fc. Yeni \u00fcretim modelleri ge\u00e7i\u015f d\u00f6nemi ihracat temposunu etkiledi. Fiorino \u00fcretiminin sona ermesi ve Kuzey Afrika ihracat pazar\u0131nda reg\u00fclasyonla ilgili aksakl\u0131klar d\u00fc\u015f\u00fc\u015fte temel rol oynad\u0131.<\/p>\n

\u015eirketin 2025 y\u0131l\u0131na ili\u015fkin beklentileri, yurt i\u00e7i pazarda daralmaya i\u015faret ederken, ihracat\u0131n g\u00fc\u00e7l\u00fc bir toparlanma sa\u011flayabilece\u011fine i\u015faret etti.<\/p>\n

Tofa\u015f, 2025 y\u0131l\u0131nda, yurt i\u00e7i hafif ara\u00e7 pazar\u0131nda daralma bekliyor. 2024 y\u0131l\u0131nda 1,24 milyon adet olarak ger\u00e7ekle\u015fen toplam sat\u0131\u015flar\u0131n, 2025\u2019te 0,9 \u2013 1,1 milyon aral\u0131\u011f\u0131na gerilemesi bekleniyor.<\/p>\n

\u015eirketin yurt i\u00e7i pazar sat\u0131\u015flar\u0131nda da 2024\u2019e g\u00f6re geri \u00e7ekilme beklentisi bulunuyor.2024\u2019te 143.700 adet olarak ger\u00e7ekle\u015fen sat\u0131\u015flar\u0131n, 2025\u2019te 110.000 \u2013 130.000 adet aral\u0131\u011f\u0131nda olmas\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n

\u015eirketin ihracat adetlerinde toparlanma beklentisi var. 2024\u2019te 33.600 adet seviyesinde kalan ihracat hacminin, 2025\u2019te 70.000 \u2013 90.000 adet aral\u0131\u011f\u0131nda ger\u00e7ekle\u015fmesi bekleniyor. 2025 y\u0131l\u0131nda b\u00fcy\u00fcmenin ihracatla olmas\u0131 beklentileri ve globaldeki faiz indirimleri ile birlikte resesyondan uzakla\u015f\u0131lmas\u0131 sonras\u0131 a\u00e7\u0131lmas\u0131 beklenen ihracat kanallar\u0131na ba\u011fl\u0131 olarak ihracat adetlerinde ise konjonkt\u00fcre ba\u011fl\u0131 olarak art\u0131\u015f bekleniyor.<\/p>\n

\n

2024\u2019te 140.500 adet olan \u00fcretimin, 2025\u2019te 150.000 \u2013 170.000 adet seviyesine y\u00fckselmesi bekleniyor. Artan ihracat hacminin \u00fcretimi desteklemesi \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n

2024\u2019te 138 milyon euro seviyesinde ger\u00e7ekle\u015fen yat\u0131r\u0131mlar\u0131n, 2025\u2019te 150 milyon euro olmas\u0131 bekleniyor.<\/p>\n

2024\u2019te y\u00fczde 4,1 seviyesinde olan vergi \u00f6ncesi k\u00e20r marj\u0131n\u0131n, 2025\u2019te y\u00fczde 5\u2019in \u00fczerine \u00e7\u0131kmas\u0131 bekleniyor.<\/p>\n

Stellantis Otomotiv\u2019in sat\u0131n al\u0131nmas\u0131 ile ilgili Rekabet Kurulu onay s\u00fcrecinin son a\u015famada oldu\u011fu belirtildi. Stellantis pazar pay\u0131 ise y\u00fczde 6,3 gerileyerek y\u00fczde 27,4 oldu.<\/p>\n<\/div>\n<\/p>\n

<\/p>\n

Kaynak :\u00a0https:\/\/www.bloomberght.com\/tofas-2024-un-son-ceyreginde-zarar-acikladi-3741492<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Tofa\u015f 2024 y\u0131l\u0131n\u0131n 4. \u00e7eyre\u011finde 121 milyon TL net zarar a\u00e7\u0131klad\u0131. Piyasan\u0131n beklentisi 561 milyon TL net k\u00e2r a\u00e7\u0131klamas\u0131 y\u00f6n\u00fcndeydi.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[239,720,123,199,1260],"manset":[],"class_list":["post-26769","post","type-post","status-publish","format-standard","hentry","category-ekonomi","tag-239","tag-720","tag-adet","tag-ihracat","tag-seviyesinde"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/26769","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=26769"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/26769\/revisions"}],"predecessor-version":[{"id":26770,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/26769\/revisions\/26770"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=26769"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=26769"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=26769"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=26769"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}