{"id":49278,"date":"2025-08-27T13:47:04","date_gmt":"2025-08-27T13:47:04","guid":{"rendered":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2025\/08\/27\/tab-gida-tabgd-2025-2-ceyrek-bilanco-yorumu\/"},"modified":"2025-08-27T13:47:04","modified_gmt":"2025-08-27T13:47:04","slug":"tab-gida-tabgd-2025-2-ceyrek-bilanco-yorumu","status":"publish","type":"post","link":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2025\/08\/27\/tab-gida-tabgd-2025-2-ceyrek-bilanco-yorumu\/","title":{"rendered":"TAB G\u0131da (TABGD) 2025 2. \u00e7eyrek bilan\u00e7o yorumu"},"content":{"rendered":"<p>TAB G\u0131da Sanayi ve Ticaret A.\u015e.\u00a0(TABGD) 2025 y\u0131l\u0131 2. \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\/2025\/03\/tabgd.jpg\" alt=\"| Rota Borsa\" class=\"wp-image-289925\" title=\"Yayla G\u0131da (YYLGD) hisse hedef fiyat 2024! 12 HABERLER, G\u00fcndemdekiler, Piyasa Haberleri Rota Borsa\" \/><\/figure>\n<h2 class=\"wp-block-heading\">TAB G\u0131da Sanayi ve Ticaret A.\u015e. hisse haberleri<\/h2>\n<p>Marba\u015f Menkul de\u011ferlendirmesi \u015fu \u015fekilde; \u201c<strong>Beklentilerde yukar\u0131 y\u00f6nl\u00fc revizyonlar:<\/strong> TABGD 2025 2.\u00e7eyrekte 11,1 mlr TL has\u0131lat, 2,97 mlr TL FAV\u00d6K, 1.13 mlr TL net kar ile beklentilerimizin hafif \u00fczerinde sonu\u00e7lar a\u00e7\u0131klad\u0131\u011f\u0131n\u0131 g\u00f6rmekteyiz.<br \/><em>Sat\u0131\u015flara bakt\u0131\u011f\u0131m\u0131z zaman<\/em> 2Q25\u2019de ge\u00e7ti\u011fimiz y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re sat\u0131\u015flar %9.3 b\u00fcy\u00fcrken g\u00fc\u00e7l\u00fc art\u0131\u015f\u0131n yine \u015firketin franchise tarafa a\u011f\u0131rl\u0131k vermesinin sonucu olarak 0.2 b\u00fcy\u00fcme ile g\u00f6rmekteyiz, \u00f6n\u00fcm\u00fczdeki d\u00f6nemlerde de ayn\u0131 seyrin devam\u0131n\u0131 beklemekteyiz.<br \/><em>Operasyonel verilere bakt\u0131\u011f\u0131m\u0131z zaman<\/em> 2Q25\u2019de fi\u015f say\u0131s\u0131  artarken y\u0131l\u0131n ilk yar\u0131s\u0131nda b\u00fcy\u00fcme  olarak ger\u00e7ekle\u015fmi\u015ftir. Ortalama fi\u015f b\u00fcy\u00fckl\u00fc\u011f\u00fc ise 2Q25\u2019de &#8216; artarak 240 TL olarak ger\u00e7ekle\u015firken y\u0131l\u0131n ilk yar\u0131s\u0131nda ise art\u0131\u015f 1 olarak ger\u00e7ekle\u015fmi\u015ftir. Makroekonomik sorunlar\u0131n devam\u0131, al\u0131m g\u00fcc\u00fcndeki azalma, t\u00fcketici talebindeki de\u011fi\u015fimlere ra\u011fmen g\u00fc\u00e7l\u00fc b\u00fcy\u00fcme g\u00f6steren \u015firketin verilerini pozitif de\u011ferlendirmekteyiz. Kart harcamalar\u0131nda da g\u00f6rd\u00fc\u011f\u00fcm\u00fcz kadar\u0131yla t\u00fcketici taraf\u0131nda bir daralma meydana gelmemesi sonucu g\u00fc\u00e7l\u00fc ve s\u00fcrd\u00fcr\u00fclebilir karl\u0131l\u0131\u011f\u0131n devam\u0131n\u0131 izlemekteyiz.<\/p>\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"350\" src=\"https:\/\/rotaborsa.com\/wp-content\/uploads\/2025\/08\/3F02E25A-6FC9-4D6B-9671-E0E6071DD953-1024x350.png\" alt=\"| Rota Borsa\" class=\"wp-image-348879\" title=\"| Rota Borsa\" \/><\/figure>\n<p><em>G\u00fc\u00e7l\u00fc b\u00fcy\u00fcmenin sebeplerine bakt\u0131\u011f\u0131m\u0131zda<\/em> ise fiyatland\u0131rmadaki \u00f6l\u00e7ek avantaj\u0131 ve g\u00f6rece ekonomik men\u00fclerin ba\u015far\u0131s\u0131 yer almaktad\u0131r. \u015eirket 2Q25\u2019de 58 restoran a\u00e7arken y\u0131l\u0131n ilk yar\u0131s\u0131 itibariyle 89 restoran a\u00e7\u0131l\u0131\u015f\u0131 ger\u00e7ekle\u015ftirirken y\u0131l sonu hedefinin toplam 250-300 olmas\u0131 b\u00fcy\u00fcmenin devam edece\u011fi anlam\u0131na gelmektedir. (\u00f6nceki beklenti 180) Yat\u0131r\u0131mlarda ise operasyonel verimlilik d\u00f6n\u00fc\u015f\u00fcm\u00fcyle gelen ma\u011fazalara gelen KIOSK ekran\u0131n\u0131n 2Q25 itibariyle 2000\u2019den fazla ekran kurulumu ger\u00e7ekle\u015ftirerek \u00f6nemli \u00f6l\u00e7\u00fcde maliyet optimizasyonu ve verimlilik art\u0131\u015f\u0131 sa\u011flanmas\u0131n\u0131 pozitif de\u011ferlendirmekteyiz.<br \/><em>Karl\u0131l\u0131\u011fa bakt\u0131\u011f\u0131m\u0131z zaman<\/em> ge\u00e7ti\u011fimiz y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re karl\u0131l\u0131kta hafif de olsa daralma g\u00f6rsek de \u00e7eyreksel performans\u0131n g\u00fc\u00e7l\u00fc oldu\u011funu g\u00f6rmekteyiz. 2Q25\u2019de beklentinin \u00fczerinde 2.97mlr TL FAVOK a\u00e7\u0131klan\u0131rken y\u0131l sonu FAVOK beklentisin de hafif yukar\u0131 revize edildi\u011fini pozitif de\u011ferlendirmekteyiz. Karl\u0131l\u0131kta hafif geri \u00e7ekilmesinin temel sebebini g\u00fc\u00e7l\u00fc b\u00fcy\u00fcme g\u00f6r\u00fcnen ekonomik men\u00fclerin pay\u0131n\u0131n toplam sat\u0131\u015flar i\u00e7indeki a\u011f\u0131rl\u0131\u011f\u0131n\u0131n artmas\u0131 olarak de\u011ferlendirmekteyiz.<\/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=\"520\" src=\"https:\/\/rotaborsa.com\/wp-content\/uploads\/2025\/08\/4F860A7C-D7D2-4BC5-B253-537752FC0940-1024x520.png\" alt=\"| Rota Borsa\" class=\"wp-image-348880\" title=\"| Rota Borsa\" \/><\/figure>\n<p><em>Bor\u00e7 yap\u0131s\u0131na bakt\u0131\u011f\u0131m\u0131zda<\/em> \u00e7eyreklik finansal bor\u00e7 %9 artsa bile g\u00fc\u00e7l\u00fc net nakit pozisyonunun devam\u0131n\u0131 izlemekteyiz. Genel olarak bakt\u0131\u011f\u0131m\u0131zda beklenti \u00fczeri sonu\u00e7lar\u0131 OLUMLU de\u011ferlendirmekteyiz. Zorlu ko\u015fullara ra\u011fmen g\u00fc\u00e7l\u00fc operasyonel performans ve s\u00fcrd\u00fcr\u00fclebilir sa\u011fl\u0131kl\u0131 karl\u0131l\u0131\u011f\u0131n etkilerinin \u00f6n\u00fcm\u00fczdeki d\u00f6nemlerde de devam etmesini beklerken 2Q25 itibariyle beklentilerde yukar\u0131 y\u00f6nl\u00fc revizyona gitmesinin fiyatlama \u00fczerindeki etkilerinin pozitif oldu\u011funu d\u00fc\u015f\u00fcnmekteyiz.\u201d<\/p>\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"385\" src=\"https:\/\/rotaborsa.com\/wp-content\/uploads\/2025\/08\/1C5AA22E-9401-45ED-A936-69D6292ACF00-1024x385.png\" alt=\"| Rota Borsa\" class=\"wp-image-348881\" 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=\"qm0GEaySsw\"><p><a href=\"https:\/\/rotaborsa.com\/wood-company-tupras-tuprs-hisseleri-icin-yeni-hedef-fiyatini-acikladi\/\">Wood <\/p>\n","protected":false},"excerpt":{"rendered":"<p>TAB G\u0131da Sanayi ve Ticaret A.\u015e.\u00a0(TABGD) 2025 y\u0131l\u0131 2. \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; TAB G\u0131da Sanayi ve Ticaret A.\u015e. hisse haberleri Marba\u015f Menkul de\u011ferlendirmesi \u015fu \u015fekilde; \u201cBeklentilerde yukar\u0131 y\u00f6nl\u00fc revizyonlar: TABGD 2025 2.\u00e7eyrekte 11,1 mlr TL has\u0131lat, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49279,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[],"class_list":["post-49278","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\/49278","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=49278"}],"version-history":[{"count":0,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/posts\/49278\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media\/49279"}],"wp:attachment":[{"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media?parent=49278"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/categories?post=49278"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/tags?post=49278"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}