{"id":48368,"date":"2025-08-01T10:57:20","date_gmt":"2025-08-01T10:57:20","guid":{"rendered":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2025\/08\/01\/arcelik-arclk-2025-2-ceyrek-bilanco-yorumu\/"},"modified":"2025-08-01T10:57:20","modified_gmt":"2025-08-01T10:57:20","slug":"arcelik-arclk-2025-2-ceyrek-bilanco-yorumu","status":"publish","type":"post","link":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2025\/08\/01\/arcelik-arclk-2025-2-ceyrek-bilanco-yorumu\/","title":{"rendered":"Ar\u00e7elik (ARCLK) 2025 2. \u00e7eyrek bilan\u00e7o yorumu"},"content":{"rendered":"<p>Ar\u00e7elik A.\u015e.\u00a0(ARCLK) 2025 y\u0131l\u0131 2. \u00e7eyrek finansal sonu\u00e7lar\u0131 25 Temmuz g\u00fcn\u00fc kamuya a\u00e7\u0131kland\u0131. Bilan\u00e7o sonras\u0131 \u015eirketin finansal tablolar\u0131 i\u00e7in de\u011ferlendirme, Gedik 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-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"576\" src=\"https:\/\/rotaborsa.com\/wp-content\/uploads\/2024\/12\/arclk3-1024x576.jpg\" alt=\"| Rota Borsa\" class=\"wp-image-256389\" title=\"T\u00fcpra\u015f (TUPRS) 2023 2. \u00e7eyrek bilan\u00e7o beklentisi 10 HABERLER, G\u00fcndemdekiler, H\u0130SSE HEDEF F\u0130YAT, \u015eirket Haberleri Rota Borsa\" \/><\/figure>\n<h2 class=\"wp-block-heading\">Ar\u00e7elik A.\u015e.\u00a0hisse haberleri<\/h2>\n<p>Gedik Yat\u0131r\u0131m de\u011ferlendirmesi \u015fu \u015fekilde; \u201c\u015eirketin;<br \/>Net sat\u0131\u015flar\u0131 2. \u00e7eyrekte ge\u00e7en y\u0131l\u0131n ayn\u0131 \u00e7eyre\u011fine g\u00f6re ,54 azal\u0131\u015fla 121.364 milyon TL olmu\u015ftur. 2025 y\u0131l\u0131n\u0131n ilk 6 ay\u0131nda net sat\u0131\u015flar\u0131 %2,45 azal\u0131\u015fla 237.036 milyon TL seviyesinde ger\u00e7ekle\u015fmi\u015ftir.<br \/>FAV\u00d6K\u2018\u00fc 2. \u00e7eyrekte ge\u00e7en y\u0131l\u0131n ayn\u0131 \u00e7eyre\u011fine g\u00f6re ,17 art\u0131\u015fla 7.075 milyon TL olmu\u015ftur. 2025 y\u0131l\u0131n\u0131n ilk 6 ay\u0131nda bir \u00f6nceki y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re FAV\u00d6K\u2019\u00fc ,41 azal\u0131\u015fla 13.142 milyon TL seviyesinde ger\u00e7ekle\u015fmi\u015ftir.<br \/>FAV\u00d6K marj\u0131 2. \u00e7eyrekte ge\u00e7en y\u0131l\u0131n ayn\u0131 \u00e7eyre\u011fine g\u00f6re 123 baz puan art\u0131\u015fla %5,8 olmu\u015ftur. 2025 y\u0131l\u0131n\u0131n ilk 6 ay\u0131nda bir \u00f6nceki y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re FAV\u00d6K marj\u0131 49 baz puan azal\u0131\u015fla %5,5 olmu\u015ftur.<br \/>Ge\u00e7en y\u0131l\u0131n 2. \u00e7eyre\u011finde 20.304 milyon TL net kar a\u00e7\u0131klayan \u015firket, bu y\u0131l\u0131n 2. \u00e7eyre\u011finde 2.336 milyon TL net zarar a\u00e7\u0131klam\u0131\u015ft\u0131r. 2024 y\u0131l\u0131n\u0131n ilk 6 ay\u0131nda 22.875 milyon TL net kar a\u00e7\u0131klayan \u015firket, 2025 y\u0131l\u0131n\u0131n ilk 6 ay\u0131nda 4.075 milyon TL net zarar a\u00e7\u0131klam\u0131\u015ft\u0131r.<\/p>\n<p><strong>Sonu\u00e7: <\/strong>Net sat\u0131\u015flar beklentilere paralel a\u00e7\u0131klanm\u0131\u015ft\u0131r. B\u00f6lgesel olarak, fiyat bask\u0131s\u0131 nedeniyle yurt i\u00e7i sat\u0131\u015flar %5 azal\u0131rken, Asya\/Pasifik b\u00f6lgesindeki sat\u0131\u015flar  d\u00fc\u015fm\u00fc\u015ft\u00fcr. Avrupa sat\u0131\u015flar\u0131 ise hacim d\u00fc\u015f\u00fc\u015f\u00fc kaynakl\u0131 y\u0131ll\u0131k bazda  azalm\u0131\u015ft\u0131r. Afrika, y\u0131ll\u0131k bazda %9 art\u0131\u015fla b\u00fcy\u00fcme kaydeden tek b\u00f6lge olmu\u015ftur. Avrupa\u2019n\u0131n toplam sat\u0131\u015flardaki pay\u0131 2\u00c724\u2019te I,5 iken, 2\u00c725\u2019te E,7\u2019ye gerilemi\u015ftir. Yurt i\u00e7i sat\u0131\u015flar\u0131n pay\u0131 ise 2\u00c724\u2019te 1,5 iken, 2\u00c725\u2019te 3,7\u2019ye y\u00fckselmi\u015ftir. FAV\u00d6K y\u0131ll\u0131k bazda  art\u0131\u015fla 7.075 milyon TL\u2019ye y\u00fckselmi\u015f ve bu rakam bizim beklentimiz (7.114 mn TL) ve piyasa beklentisi (6.868 mn TL) ile paralel a\u00e7\u0131klanm\u0131\u015ft\u0131r. Sonu\u00e7 olarak, 2.336 milyon TL tutar\u0131ndaki net zarar, temel olarak daha y\u00fcksek finansal giderlerden kaynaklanm\u0131\u015f, ancak beklenenden y\u00fcksek zarar, beklenenden y\u00fcksek vergi giderlerinden kaynaklanm\u0131\u015ft\u0131r. Net bor\u00e7, esas olarak g\u00fc\u00e7l\u00fc EUR\/TL kuru nedeniyle \u00e7eyreklik bazda &amp; art\u0131\u015fla 145 milyar TL\u2019ye y\u00fckselmi\u015ftir. Bu durum, Net Bor\u00e7\/FAV\u00d6K oran\u0131n\u0131n 1\u00c725\u2019teki 5,1x\u2019ten 2\u00c725\u2019te 5,9x\u2019e y\u00fckselmesine neden olmu\u015ftur. Sonu\u00e7lar\u0131n ard\u0131ndan \u015firket, 2025 beklentilerini korumu\u015ftur. Yurt i\u00e7i sat\u0131\u015flar: reel bazda yatay, uluslararas\u0131 sat\u0131\u015flar: d\u00f6viz cinsinden  b\u00fcy\u00fcme, FAV\u00d6K Marj\u0131: %6,5 (2024: %5,2), N\u0130S\/Sat\u0131\u015flar:  \u2019nin alt\u0131nda ve yat\u0131r\u0131m harcamalar\u0131 300 milyon euro olarak beklenmektedir. Analist toplant\u0131s\u0131nda y\u00f6netim, sat\u0131\u015f hacmindeki toparlanma ve y\u0131l\u0131n ikinci yar\u0131s\u0131nda talebin g\u00fc\u00e7lenmesiyle daha iyi sonu\u00e7lar beklediklerini aktard\u0131lar. Finansal sonu\u00e7lar\u0131n hisse \u00fczerindeki etkisini n\u00f6tr olarak de\u011ferlendiriyoruz.\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<figure class=\"wp-block-image size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"835\" height=\"451\" src=\"https:\/\/rotaborsa.com\/wp-content\/uploads\/2025\/07\/134BFBBC-1044-4F57-A2EB-E5EF5676163F.png\" alt=\"| Rota Borsa\" class=\"wp-image-341262\" title=\"| Rota Borsa\" \/><\/figure>\n<figure class=\"wp-block-embed is-type-wp-embed is-provider-rota-borsa wp-block-embed-rota-borsa\">\n<div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"wp-embedded-content\" data-secret=\"R7LO4poPsx\"><p><a href=\"https:\/\/rotaborsa.com\/tupras-tuprs-hisse-yorumu-ve-hedef-fiyati-2\/\">T\u00fcpra\u015f (TUPRS) hisse yorumu ve hedef fiyat\u0131<\/a><\/p><\/blockquote>\n<\/div>\n<\/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>Gedik Yat\u0131r\u0131m yasal uyar\u0131s\u0131:<\/strong> Burada yer alan bilgiler Gedik Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e. taraf\u0131ndan genel bilgilendirme amac\u0131 ile haz\u0131rlanm\u0131\u015ft\u0131r. 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. 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. Bu nedenle, sadece burada yer alan bilgilere dayanarak yat\u0131r\u0131m karar\u0131 verilmesi beklentilerinize uygun sonu\u00e7lar do\u011furmayabilir. Burada yer alan fiyatlar, veriler ve bilgilerin tam ve do\u011fru oldu\u011fu garanti edilemez; i\u00e7erik, haber verilmeksizin de\u011fi\u015ftirilebilir. T\u00fcm veriler, Gedik Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e. taraf\u0131ndan g\u00fcvenilir oldu\u011funa inan\u0131lan kaynaklardan al\u0131nm\u0131\u015ft\u0131r. Bu kaynaklar\u0131n kullan\u0131lmas\u0131 nedeni ile ortaya \u00e7\u0131kabilecek hatalardan Gedik Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e. 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>Ar\u00e7elik A.\u015e.\u00a0(ARCLK) 2025 y\u0131l\u0131 2. \u00e7eyrek finansal sonu\u00e7lar\u0131 25 Temmuz g\u00fcn\u00fc kamuya a\u00e7\u0131kland\u0131. Bilan\u00e7o sonras\u0131 \u015eirketin finansal tablolar\u0131 i\u00e7in de\u011ferlendirme, Gedik Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e.\u2019den geldi. Kurum de\u011ferlendirmesinde \u015fu ifadeleri kulland\u0131; Ar\u00e7elik A.\u015e.\u00a0hisse haberleri Gedik Yat\u0131r\u0131m de\u011ferlendirmesi \u015fu \u015fekilde; \u201c\u015eirketin;Net sat\u0131\u015flar\u0131 2. \u00e7eyrekte ge\u00e7en y\u0131l\u0131n ayn\u0131 \u00e7eyre\u011fine g\u00f6re ,54 azal\u0131\u015fla 121.364 milyon TL olmu\u015ftur. 2025 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":48369,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[],"class_list":["post-48368","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-bilanco-haberleri"],"_links":{"self":[{"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/posts\/48368","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=48368"}],"version-history":[{"count":0,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/posts\/48368\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media\/48369"}],"wp:attachment":[{"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media?parent=48368"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/categories?post=48368"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/tags?post=48368"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}