{"id":45398,"date":"2025-06-08T16:24:42","date_gmt":"2025-06-08T16:24:42","guid":{"rendered":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2025\/06\/08\/alfa-solar-enerji-alfas-2025-1-ceyrek-bilanco-yorumu\/"},"modified":"2025-06-08T16:24:42","modified_gmt":"2025-06-08T16:24:42","slug":"alfa-solar-enerji-alfas-2025-1-ceyrek-bilanco-yorumu","status":"publish","type":"post","link":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2025\/06\/08\/alfa-solar-enerji-alfas-2025-1-ceyrek-bilanco-yorumu\/","title":{"rendered":"Alfa Solar Enerji (ALFAS) 2025 1. \u00e7eyrek bilan\u00e7o yorumu"},"content":{"rendered":"<p><span style=\"font-size: revert\">Alfa Solar Enerji Sanayi ve Ticaret A.\u015e.\u00a0(ALFAS)<\/span> 2025 y\u0131l\u0131 1. \u00e7eyrek finansal sonu\u00e7lar\u0131 kamuya a\u00e7\u0131kland\u0131. Bilan\u00e7o sonras\u0131 \u015eirketin finansal tablolar\u0131 i\u00e7in de\u011ferlendirme, Deniz Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e.\u2019den geldi. Kurum de\u011ferlendirmesinde \u015fu ifadeleri kulland\u0131;<\/p>\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"1280\" height=\"720\" src=\"https:\/\/rotaborsa.com\/wp-content\/uploads\/2025\/03\/alfas.jpg\" alt=\"| Rota Borsa\" class=\"wp-image-302050\" title=\"Oda\u015f Elektrik (ODAS) temett\u00fc karar\u0131n\u0131 a\u00e7\u0131klad\u0131! 9 HABERLER, G\u00fcndemdekiler, \u015eirket Haberleri, TEMETT\u00dc H\u0130SSELER\u0130 Rota Borsa\" \/><\/figure>\n<h2 class=\"wp-block-heading\"><span style=\"font-size: revert\">Alfa Solar Enerji Sanayi ve Ticaret A.\u015e.<\/span> hisse haberleri<\/h2>\n<p>Buna g\u00f6re Deniz Yat\u0131r\u0131m de\u011ferlendirmesi \u015fu \u015fekilde; \u201cAlfa Solar Enerji, 1\u00c725\u2019te 1.703 milyon TL gelir, 162 milyon TL FAV\u00d6K ve 22 milyon TL net zarar a\u00e7\u0131klad\u0131. Muhasebe de\u011fi\u015fikli\u011fi nedeniyle 1\u00c725 finansallar\u0131nda, parasal kazan\u00e7\/kay\u0131p kalemi alt\u0131nda 11 milyon TL\u2019lik olumsuz etki olu\u015ftu.<br \/>\u25a0 Bilan\u00e7oda olumlu okudu\u011fumuz detaylar<br \/>\u2713 Reel anlamda gerileyen sat\u0131\u015f performans\u0131<br \/>\u25a0 Bilan\u00e7oda olumsuz okudu\u011fumuz detaylar<br \/>\u2713 FAV\u00d6K ve br\u00fct karda pozitif sonu\u00e7lar<br \/>\u25a0 Bilan\u00e7oya dair k\u0131sa de\u011ferlendirmemiz<br \/>\u2192 1\u00c725 finansallar\u0131n\u0131, daralma g\u00f6r\u00fclmesine ra\u011fmen ge\u00e7en seneye k\u0131yasla daha iyi operasyonel karl\u0131l\u0131k sa\u011flanmas\u0131 noktas\u0131nda n\u00f6tr olarak de\u011ferlendirirken, net kar taraf\u0131nda zarar\u0131n ger\u00e7ekle\u015fmesiyle birlikte nihai olarak g\u00f6r\u00fc\u015f\u00fcm\u00fcz s\u0131n\u0131rl\u0131 olumsuz y\u00f6n\u00fcndedir. Di\u011fer taraftan, ALFAS her ne kadar hem operasyonel hem de finansal a\u00e7\u0131dan iyi y\u00f6netilen \u015firket olsa da i\u00e7inde bulundu\u011fu sekt\u00f6rden kaynakl\u0131 olarak TUT y\u00f6n\u00fcndeki g\u00f6r\u00fc\u015f\u00fcm\u00fcz\u00fc s\u00fcrd\u00fcr\u00fcyoruz.<br \/>\u25a0 Alfa Solar Enerji, 1\u00c725\u2019te y\u0131ll\u0131k bazda  azal\u0131\u015fla 1.703 milyon TL sat\u0131\u015f geliri kaydetti. Bu d\u00f6nemde, 223 MWp sat\u0131\u015f ger\u00e7ekle\u015ftirildi.<br \/>\u25a0 FAV\u00d6K 1\u00c725\u2019te 162 milyon TL (1\u00c724: -246 milyon TL) seviyesinde ger\u00e7ekle\u015firken, FAV\u00d6K marj\u0131 %9,5 oldu. Br\u00fct kardaki toparlanma FAV\u00d6K performans\u0131n\u0131 etkileyen ana unsur olarak \u00f6ne \u00e7\u0131kt\u0131.<br \/>\u25a0 \u015eirket, 1\u00c725 d\u00f6neminde 22 milyon TL net zarar a\u00e7\u0131klad\u0131 (4\u00c724: 63 milyon TL net zarar, 1\u00c724: 548 milyon TL net zarar). Enflasyon muhasebesi nedeniyle parasal kazan\u00e7\/kay\u0131p kalemi alt\u0131nda 113 milyon TL\u2019lik olumsuz etki olu\u015ftu.<br \/>\u25a0 Mart 2025 sonu itibariyle \u015eirket\u2019in 1.011 milyon TL net bor\u00e7 pozisyonu bulunmaktad\u0131r (2024 y\u0131l sonu : 422 milyon TL net bor\u00e7 pozisyonu). Ayn\u0131 d\u00f6nemde net bor\u00e7\/FAV\u00d6K rasyosu ise 1,1x oldu (2024 y\u0131l sonu : 0,7x net bor\u00e7\/FAV\u00d6K).<br \/>\u25a0 1\u00c725\u2019te maddi ve maddi olmayan duran varl\u0131k al\u0131mlar\u0131na y\u00f6nelik nakit \u00e7\u0131k\u0131\u015flar\u0131 151 milyon TL olarak ger\u00e7ekle\u015fti.<br \/>\u25a0 \u015eirket 2025 y\u0131l\u0131na dair beklentilerini payla\u015fm\u0131\u015ft\u0131. Buna g\u00f6re; i) 10 milyar TL has\u0131lat ii) 1300 MWp g\u00fcne\u015f paneli \u00fcretim ve sat\u0131\u015f miktar\u0131 ve iii) p kapasite kullan\u0131m oran\u0131 beklenmektedir.<\/p>\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"906\" height=\"350\" src=\"https:\/\/rotaborsa.com\/wp-content\/uploads\/2025\/05\/6A911B18-3909-49E8-8E6A-34F488B92991.png\" alt=\"| Rota Borsa\" class=\"wp-image-319871\" title=\"| Rota Borsa\" \/><\/figure>\n<p>\u25a0 <strong>Genel de\u011ferlendirme:<\/strong> Hisse, y\u0131l ba\u015f\u0131ndan itibaren BIST 100 endeksinin ( alt\u0131nda performans g\u00f6stermi\u015ftir. Geriye d\u00f6n\u00fck 12 ayl\u0131k verilere g\u00f6re hisse 23,9x F\/K ve 18,0x FD\/FAV\u00d6K \u00e7arpanlar\u0131ndan i\u015flem g\u00f6rmektedir.\u201d<\/p>\n<div class=\"kanews-banner kanews-banner-single\">\n<div style=\"min-height:280px\" data-empower-zone=\"159899\" class=\"empower-ad\"><\/div>\n<\/div>\n<p>Bizi WhatsApp Kanal\u0131m\u0131z \u00fczerinden de takip edebilirsiniz. WhatsApp kanal\u0131 linki:\u00a0<a href=\"https:\/\/whatsapp.com\/channel\/0029Vb6J7JQ6GcG8uLrIR81x\" target=\"_blank\" rel=\"noreferrer noopener\"><mark><mark style=\"background-color:#ffffff;color:#056c47\" class=\"has-inline-color\">https:\/\/whatsapp.com\/channel\/0029Vb6J7JQ6GcG8uLrIR81x<\/mark><\/mark><\/a><\/p>\n<p>Bizi Telegram \u00dczerinden de takip edebilirsiniz. Telegram kanal\u0131 linki:\u00a0<a href=\"https:\/\/t.me\/rotaborsa_halkaarz\" target=\"_blank\" rel=\"noreferrer noopener\"><mark><mark style=\"background-color:#ffffff\" class=\"has-inline-color has-vivid-red-color\">https:\/\/t.me\/rotaborsa_halkaarz<\/mark><\/mark><\/a><\/p>\n<p><em><strong>Deniz Yat\u0131r\u0131m yasal uyar\u0131s\u0131:<\/strong><\/em> <em>Bu rapor\/e-posta i\u00e7erisinde yer alan de\u011ferlendirmeler Deniz Yat\u0131r\u0131m Menkul K\u0131ymetler A.\u015e. taraf\u0131ndan, g\u00fcvenilir oldu\u011funa inan\u0131lan kaynaklardan elde edilen bilgi ve veriler kullan\u0131larak genel nitelikte haz\u0131rlanm\u0131\u015ft\u0131r. Raporda yer alan ifadeler, mali durumunuz ile risk ve getiri tercihlerinize uygun olmayabilir ve hi\u00e7bir \u015fekilde al\u0131\u015f veya sat\u0131\u015f yap\u0131lmas\u0131 y\u00f6n\u00fcnde y\u00f6nlendirme olarak de\u011ferlendirilmemelidir. Deniz Yat\u0131r\u0131m, bu bilgilerin do\u011fru, eksiksiz ve de\u011fi\u015fmez oldu\u011funu garanti etmemektedir. Bu sebeple, okuyucular\u0131n, bu raporlardan elde edilen bilgilere dayanarak hareket etmeden \u00f6nce, bilgilerin do\u011frulu\u011funu teyit etmeleri \u00f6nerilir ve bu bilgilere dayan\u0131larak ald\u0131klar\u0131 kararlarda sorumluluk okuyucular\u0131n kendilerine aittir. Bilgilerin eksikli\u011fi ve yanl\u0131\u015fl\u0131\u011f\u0131ndan Deniz Yat\u0131r\u0131m hi\u00e7bir \u015fekilde sorumlu tutulamaz. Ayr\u0131ca, Deniz Yat\u0131r\u0131m ve DenizBank Finansal Hizmetler Grubu \u00e7al\u0131\u015fanlar\u0131 ve dan\u0131\u015fmanlar\u0131n\u0131n, herhangi bir \u015fekilde bu rapor\/e-posta i\u00e7erisinde yer alan bilgiler dolay\u0131s\u0131yla ortaya \u00e7\u0131kabilecek, do\u011frudan veya dolayl\u0131 zararlarla ilgili herhangi bir sorumlulu\u011fu yoktur. Burada yer alan bilgiler sermaye piyasas\u0131 arac\u0131na y\u00f6nelik bir yat\u0131r\u0131m tavsiyesi, al\u0131m-sat\u0131m \u00f6nerisi ya da getiri vaadi de\u011fildir ve yat\u0131r\u0131m dan\u0131\u015fmanl\u0131\u011f\u0131 kapsam\u0131nda yer almamaktad\u0131r. Yat\u0131r\u0131m Dan\u0131\u015fmanl\u0131\u011f\u0131 hizmeti; yetkili kurulu\u015flar taraf\u0131ndan imzalanacak yat\u0131r\u0131m dan\u0131\u015fmanl\u0131\u011f\u0131 s\u00f6zle\u015fmesi \u00e7er\u00e7evesinde ki\u015filerin risk ve getiri tercihleri dikkate al\u0131narak ki\u015fiye \u00f6zel sunulmaktad\u0131r. Buradaki i\u00e7eri\u011fin hi\u00e7bir b\u00f6l\u00fcm\u00fc Deniz Yat\u0131r\u0131m Menkul K\u0131ymetler A.\u015e.\u2019nin yaz\u0131l\u0131 izni olmadan \u00e7o\u011falt\u0131lamaz, hi\u00e7bir \u015fekil ve ortamda yay\u0131nlanamaz, al\u0131nt\u0131 yap\u0131lamaz ve kullan\u0131lamaz. Sadece burada yer alan bilgilere dayan\u0131larak yat\u0131r\u0131m karar\u0131 verilmesi beklentilerinize uygun sonu\u00e7lar do\u011furmayabilir.<\/em><\/p>\n<p><em><strong>Rota Borsa yasal uyar\u0131s\u0131:<\/strong> Burada yer alan yat\u0131r\u0131m bilgi, yorum ve tavsiyeleri yat\u0131r\u0131m dan\u0131\u015fmanl\u0131\u011f\u0131 kapsam\u0131nda de\u011fildir. Yat\u0131r\u0131m dan\u0131\u015fmanl\u0131\u011f\u0131 hizmeti, arac\u0131 kurumlar, portf\u00f6y y\u00f6netim \u015firketleri, mevduat kabul etmeyen bankalar ile m\u00fc\u015fteri aras\u0131nda imzalanacak yat\u0131r\u0131m dan\u0131\u015fmanl\u0131\u011f\u0131 s\u00f6zle\u015fmesi \u00e7er\u00e7evesinde sunulmaktad\u0131r. Burada yer alan yorum ve tavsiyeler, yorum ve tavsiyede bulunanlar\u0131n ki\u015fisel g\u00f6r\u00fc\u015flerine dayanmaktad\u0131r. Bu g\u00f6r\u00fc\u015fler, mali durumunuz ile risk ve getiri tercihlerinize uygun olmayabilir. Bu nedenle sadece burada yer alan bilgilere dayan\u0131larak yat\u0131r\u0131m karar\u0131 verilmesi beklentilerinize uygun sonu\u00e7lar do\u011furmayabilir.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Alfa Solar Enerji Sanayi ve Ticaret A.\u015e.\u00a0(ALFAS) 2025 y\u0131l\u0131 1. \u00e7eyrek finansal sonu\u00e7lar\u0131 kamuya a\u00e7\u0131kland\u0131. Bilan\u00e7o sonras\u0131 \u015eirketin finansal tablolar\u0131 i\u00e7in de\u011ferlendirme, Deniz Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e.\u2019den geldi. Kurum de\u011ferlendirmesinde \u015fu ifadeleri kulland\u0131; Alfa Solar Enerji Sanayi ve Ticaret A.\u015e. hisse haberleri Buna g\u00f6re Deniz Yat\u0131r\u0131m de\u011ferlendirmesi \u015fu \u015fekilde; \u201cAlfa Solar Enerji, 1\u00c725\u2019te 1.703 milyon [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":45399,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[],"class_list":["post-45398","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-borsa-haberleri"],"_links":{"self":[{"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/posts\/45398","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/comments?post=45398"}],"version-history":[{"count":0,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/posts\/45398\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media\/45399"}],"wp:attachment":[{"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media?parent=45398"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/categories?post=45398"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/tags?post=45398"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}