{"id":45582,"date":"2025-05-30T07:28:31","date_gmt":"2025-05-30T07:28:31","guid":{"rendered":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2025\/05\/30\/bosch-fren-bfren-2025-1-ceyrek-bilanco-yorumu\/"},"modified":"2025-05-30T07:28:31","modified_gmt":"2025-05-30T07:28:31","slug":"bosch-fren-bfren-2025-1-ceyrek-bilanco-yorumu","status":"publish","type":"post","link":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2025\/05\/30\/bosch-fren-bfren-2025-1-ceyrek-bilanco-yorumu\/","title":{"rendered":"Bosch Fren (BFREN) 2025 1. \u00e7eyrek bilan\u00e7o yorumu"},"content":{"rendered":"<p>Bosch Fren Sistemleri Sanayi ve Ticaret A.\u015e.\u00a0(BFREN) 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, Marba\u015f 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\/2023\/09\/bfren-1.jpeg\" alt=\"| Rota Borsa\" class=\"wp-image-69013\" title=\"Akbank (AKBNK) 2024 y\u0131l\u0131 temett\u00fc karar\u0131n\u0131 a\u00e7\u0131klad\u0131! 9 HABERLER, G\u00fcndemdekiler, \u015eirket Haberleri Rota Borsa\"><\/figure>\n<h2 class=\"wp-block-heading\">Bosch Fren Sistemleri Sanayi ve Ticaret A.\u015e. hisse haberleri<\/h2>\n<p>Buna g\u00f6re Marba\u015f Menkul de\u011ferlendirmesi \u015fu \u015fekilde; \u201cBosch Fren, 2025 1.\u00e7eyrekte 546,11 milyon TL has\u0131lat, 53,05 milyon TL FAV\u00d6K, 14,65 milyon TL net kar ile beklentilerin \u00fcst\u00fcnde sonu\u00e7 payla\u015ft\u0131. 2025 1.\u00e7eyrekte otomotiv ana sanayisinde ya\u015fanan daralmaya ra\u011fmen Bosch Fren yurti\u00e7i sat\u0131\u015flar\u0131n\u0131 yatay seviyede b\u00fcy\u00fctmeyi ba\u015fard\u0131. Bilindi\u011fi \u00fczere \u015firket otomotiv ana sanayi firmalar\u0131n\u0131n ve yedek par\u00e7a piyasas\u0131n\u0131n gereksinim duydu\u011fu, otomobil ve hafif ticari ara\u00e7lar i\u00e7in hidrolik fren sistemlerinin hem \u00fcretimini hem de sat\u0131\u015f\u0131 ger\u00e7ekle\u015ftirmektedir.<\/p>\n<p>Bedelli sermaye art\u0131r\u0131m\u0131 s\u00fcreci s\u00fcr\u00fcyor. \u015eirket, ger\u00e7ekle\u015ftirdi\u011fi 00 bedelli sermaye art\u0131r\u0131m\u0131 do\u011frultusunda elde edece\u011fi tahmini 91,36 milyon TL\u2019lik fonun u\u2019i ile ticari bor\u00e7 \u00f6demesi ve i\u015fletme sermayesi finansman\u0131, %\u2019i ile ise montaj hatt\u0131 ekipmanlar\u0131, \u00f6l\u00e7\u00fcm ve test cihazlar\u0131, bilgi i\u015flem a\u011f donan\u0131m ekipmanlar\u0131 ve i\u015fleme merkezi makinas\u0131 ve ekipmanlar\u0131 yat\u0131r\u0131m\u0131 yapmay\u0131 planl\u0131yor. Sat\u0131\u015flar y\u0131ll\u0131k %3,68 d\u00fc\u015f\u00fc\u015fle 564,11 milyon TL oldu. Yurti\u00e7i sat\u0131\u015flar %0,72 art\u0131\u015fla 546,43 milyon TL, ihracat sat\u0131\u015flar\u0131 ise X,99 d\u00fc\u015f\u00fc\u015fle 17,67 milyon TL oldu. Adetsel bazl\u0131 daralmadan daha \u00e7ok \u00f6zellikle Kur-T\u00dcFE makas\u0131ndaki farkl\u0131l\u0131k do\u011fal olarak TL bazl\u0131 negatif farkl\u0131la\u015fmaya sebebiyet vermektedir.<\/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<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"544\" src=\"https:\/\/rotaborsa.com\/wp-content\/uploads\/2025\/05\/F644ABBD-670C-4E80-9AB5-291617A2C564-1024x544.png\" alt=\"| Rota Borsa\" class=\"wp-image-320852\" title=\"| Rota Borsa\" \/><\/figure>\n<p>Gider optimizasyonlar\u0131 ba\u015far\u0131l\u0131 g\u00f6r\u00fcn\u00fcyor. Giderlerin hem TL hem d\u00f6viz bazl\u0131 artt\u0131\u011f\u0131n\u0131 sekt\u00f6rden g\u00f6zlemlemekteydik. Hatta Bosch Fren\u2019in bedelli aksiyonu almas\u0131nda en b\u00fcy\u00fck nedenlerin ba\u015f\u0131nda bor\u00e7lardan sonra bu durum geliyor diyebiliriz. \u0130lk madde ve malzeme giderleri ,18, do\u011frudan i\u015f\u00e7ilik giderleri %2,52, amortisman giderleri, %1,46 azal\u0131\u015f g\u00f6sterdi. Genel \u00fcretim giderleri #,51 artt\u0131. Stok enflasyon muhasebesine tabii oldu\u011fundan mamul taraf\u0131nda 41,84\u2019l\u00fck art\u0131\u015f ve yar\u0131 mamulde pozitife d\u00f6n\u00fc\u015f genel \u00fcretim giderlerini kompanse etti. B\u00f6ylelikle stmm y\u0131ll\u0131k %6,82 d\u00fc\u015f\u00fc\u015f g\u00f6sterdi. Bunu olumlu kar\u015f\u0131l\u0131yoruz. Sat\u0131\u015flar\u0131n d\u00fc\u015f\u00fc\u015f g\u00f6stermesine ra\u011fmen maliyetlerin d\u00fc\u015fmesi ile birlikte br\u00fct kar y\u0131ll\u0131k D,02 art\u0131\u015fla 52,15 milyon TL oldu. Br\u00fct kar marj\u0131 y\u0131ll\u0131k 306 baz puan art\u0131\u015fla %9,24 oldu. FAV\u00d6K d\u00fczeltmelerle de\u011fil operasyonel gelir deste\u011fiyle artt\u0131. Esas faaliyetten di\u011fer giderlerin yar\u0131 yar\u0131ya d\u00fc\u015fmesinin ard\u0131ndan esas faaliyet kar\u0131 E4 artmas\u0131 sonucunda FAV\u00d6K y\u0131ll\u0131k 1 art\u0131\u015fla 53,05 milyon TL oldu. FAV\u00d6K marj\u0131 y\u0131ll\u0131k 248 baz puana art\u0131\u015fla %9,4 olarak ger\u00e7ekle\u015fti.<\/p>\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"519\" src=\"https:\/\/rotaborsa.com\/wp-content\/uploads\/2025\/05\/6859A60C-53E5-48F3-AD91-FB593D1AF4B0-1024x519.png\" alt=\"| Rota Borsa\" class=\"wp-image-320853\" title=\"| Rota Borsa\" \/><\/figure>\n<p>Net kar d\u00fc\u015f\u00fc\u015f g\u00f6sterdi. Bunun en b\u00fcy\u00fck nedeni enflasyon muhasebesi kar\u0131n\u0131n I azalmas\u0131ndan kaynaklan\u0131yor. Finansman giderleri azalmay\u0131 s\u00fcrd\u00fcrd\u00fc. Finansal g\u00f6sterim etkisi do\u011fal olarak net kar\u0131 olumsuz etkiledi. Net kar y\u0131ll\u0131k I azal\u0131\u015fla 14,65 milyon TL oldu. Sonu\u00e7 olarak, sekt\u00f6rdeki zorluklara ra\u011fmen ayakta kalan bilan\u00e7o yap\u0131s\u0131 ve yurti\u00e7i pazar\u0131n gelecekte umut vaat etmesi nedeniyle bilan\u00e7oyu pozitif de\u011ferlendiriyoruz. Kademeli baz etkisi izlenebilir.<\/p>\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"533\" src=\"https:\/\/rotaborsa.com\/wp-content\/uploads\/2025\/05\/25A77174-3B38-4F44-9216-CCF4540B9951-1024x533.png\" alt=\"| Rota Borsa\" class=\"wp-image-320854\" title=\"| Rota Borsa\" \/><\/figure>\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:#01b673\" 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><em><strong>Marba\u015f Menkul yasal uyar\u0131s\u0131:<\/strong> Burada yer alan bilgiler Marba\u015f Menkul De\u011ferler taraf\u0131ndan bilgilendirme amac\u0131yla haz\u0131rlanm\u0131\u015ft\u0131r. Yat\u0131r\u0131m sinyal,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 sinyal, yorum ve tavsiyeler, herhangi bir yat\u0131r\u0131m arac\u0131n\u0131n al\u0131m sat\u0131m \u00f6nerisi ya da getiri vaadi olarak yorumlanmamal\u0131d\u0131r. Bu g\u00f6r\u00fc\u015fler mali durumunuz ile risk ve getiri tercihlerinize uygun olmayabilir ve sadece burada yer alan bilgilere ve sinyallere dayanarak yat\u0131r\u0131m karar\u0131 verilmesi beklentilerinize uygun sonu\u00e7lar do\u011furmayabilir. Burada yer alan sinyaller, fiyatlar, veriler ve bilgilerin tam ve do\u011fru oldu\u011fu garanti edilemez; i\u00e7erik, haber verilmeksizin de\u011fi\u015ftirilebilir. T\u00fcm sinyal ve veriler, Marba\u015f Menkul De\u011ferler taraf\u0131ndan g\u00fcvenilir oldu\u011funa inan\u0131lan kaynaklardan al\u0131nm\u0131\u015ft\u0131r. Bu sinyal ve kaynaklar\u0131n kullan\u0131lmas\u0131 nedeni ile ortaya \u00e7\u0131kabilecek hatalardan ve zararlardan Marba\u015f Menkul De\u011ferler sorumlu de\u011fildir.<\/em><\/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>Bosch Fren Sistemleri Sanayi ve Ticaret A.\u015e.\u00a0(BFREN) 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, Marba\u015f Menkul De\u011ferler A.\u015e.\u2019den geldi. Kurum de\u011ferlendirmesinde \u015fu ifadeleri kulland\u0131; Bosch Fren Sistemleri Sanayi ve Ticaret A.\u015e. hisse haberleri Buna g\u00f6re Marba\u015f Menkul de\u011ferlendirmesi \u015fu \u015fekilde; \u201cBosch Fren, 2025 1.\u00e7eyrekte 546,11 milyon TL [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":45583,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[],"class_list":["post-45582","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\/45582","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=45582"}],"version-history":[{"count":0,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/posts\/45582\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media\/45583"}],"wp:attachment":[{"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media?parent=45582"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/categories?post=45582"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/tags?post=45582"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}