{"id":49768,"date":"2025-09-05T13:35:56","date_gmt":"2025-09-05T13:35:56","guid":{"rendered":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2025\/09\/05\/bim-birlesik-magazalar-bimas-2025-2-ceyrek-bilanco-yorumu\/"},"modified":"2025-09-05T13:35:56","modified_gmt":"2025-09-05T13:35:56","slug":"bim-birlesik-magazalar-bimas-2025-2-ceyrek-bilanco-yorumu","status":"publish","type":"post","link":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2025\/09\/05\/bim-birlesik-magazalar-bimas-2025-2-ceyrek-bilanco-yorumu\/","title":{"rendered":"B\u0130M Birle\u015fik Ma\u011fazalar (BIMAS) 2025 2. \u00e7eyrek bilan\u00e7o yorumu"},"content":{"rendered":"<p>Bim Birle\u015fik Ma\u011fazalar A.\u015e. (BIMAS) 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, 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\/bimas3-1024x576.jpg\" alt=\"| Rota Borsa\" class=\"wp-image-260095\" title=\"THY T\u00fcrk Hava Yollar\u0131 (THYAO) hisse hedef fiyat 2024! Tam 12 kurum a\u00e7\u0131klad\u0131! 11 HABERLER, G\u00fcndemdekiler, Piyasa Haberleri Rota Borsa\" \/><\/figure>\n<h2 class=\"wp-block-heading\">Bim Birle\u015fik Ma\u011fazalar A.\u015e. hisse 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 %3,86 art\u0131\u015fla 153.239 milyon TL olmu\u015ftur. 2025 y\u0131l\u0131n\u0131n ilk 6 ay\u0131nda net sat\u0131\u015flar\u0131 %3,46 art\u0131\u015fla 309.835 milyon TL seviyesinde ger\u00e7ekle\u015fmi\u015ftir. FAV\u00d6K\u2018\u00fc 2. \u00e7eyrekte ge\u00e7en y\u0131l\u0131n ayn\u0131 \u00e7eyre\u011fine g\u00f6re 2,63 art\u0131\u015fla 9.423 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 1,18 art\u0131\u015fla 15.023 milyon TL seviyesinde ger\u00e7ekle\u015fmi\u015ftir. FAV\u00d6K marj\u0131 2. \u00e7eyrekte ge\u00e7en y\u0131l\u0131n ayn\u0131 \u00e7eyre\u011fine g\u00f6re 300 baz puan art\u0131\u015fla %6,1 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 102 baz puan art\u0131\u015fla %4,8 olmu\u015ftur. Net kar\u0131 2. \u00e7eyrekte ge\u00e7en y\u0131l\u0131n ayn\u0131 \u00e7eyre\u011fine g\u00f6re U,89 azal\u0131\u015fla 2693,28 milyon TL olmu\u015ftur. 2025 y\u0131l\u0131n\u0131n ilk 6 ay\u0131nda bir \u00f6nceki y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re net kar\u0131 R,81 azal\u0131\u015fla 5.561 milyon TL seviyesinde ger\u00e7ekle\u015fmi\u015ftir.<br \/><strong>Sonu\u00e7: <\/strong>2\u00c725\u2019te \u015firket konsens\u00fcs beklentilere paralel y\u0131ll\u0131k bazda %3,8 art\u0131\u015fla 153.239 milyon TL gelir elde etmi\u015ftir. (Migros:  %8,5). FAV\u00d6K marj\u0131 %6,1 (y\u0131ll\u0131k:  30bp) olarak ger\u00e7ekle\u015fmi\u015ftir (Migros:  41bp; %5,4). FAV\u00d6K y\u0131ll\u0131k bazda 2 art\u0131\u015f g\u00f6stermi\u015ftir (kons: 6.607 mn TL; Gedik: 6.792 mn TL). FAV\u00d6K marj\u0131ndaki art\u0131\u015f tamamen br\u00fct kar marj\u0131ndaki iyile\u015fmeden kaynaklan\u0131rken, bu performans 2Y25\u2019te FAV\u00d6K performans\u0131n\u0131 beklentilerle uyumlu hale getirmi\u015ftir. Ancak, \u015firketin negatif nakit d\u00f6ng\u00fcs\u00fc -9,9 g\u00fcnden -5,5 g\u00fcne d\u00fc\u015ft\u00fc\u011f\u00fc i\u00e7in bu marj\u0131n nakit yat\u0131r\u0131mlar\u0131ndan kaynakland\u0131\u011f\u0131 g\u00f6r\u00fclmektedir. Net finansal nakit bir \u00f6nceki \u00e7eyrekteki 23 milyar TL\u2019den bu \u00e7eyrekte 13,6 milyar TL\u2019ye d\u00fc\u015fm\u00fc\u015f, ancak 10 milyar TL\u2019den fazlas\u0131 bir \u201cyat\u0131r\u0131m fonuna\u201d yat\u0131r\u0131lm\u0131\u015ft\u0131r. \u015eirketin ayr\u0131ca 2.376 milyon TL temett\u00fc \u00f6dedi\u011fini de belirtmek gerekir. \u015eirketin 2025 y\u0131l\u0131 beklentileri; sat\u0131\u015f gelirlerinde %8 ( \/- %2) b\u00fcy\u00fcme, FAV\u00d6K marj\u0131n\u0131n % 5,0 ( \/-%0,5) olmas\u0131 ve yat\u0131r\u0131m harcamalar\u0131n\u0131n sat\u0131\u015flara oran\u0131n\u0131n %3,5-4,0 olmas\u0131 \u015feklindedir. Beklentilerden \u00e7ok daha g\u00fc\u00e7l\u00fc olan faaliyet sonu\u00e7lar\u0131, \u015firketin y\u0131ll\u0131k hedefleriyle uyumludur. Daha y\u00fcksek FAV\u00d6K marj\u0131n\u0131n yan\u0131 s\u0131ra, daha d\u00fc\u015f\u00fck nakit seviyesi dikkat \u00e7ekmektedir. Hisse, 2025T 9,0x FD\/FAV\u00d6K ile i\u015flem g\u00f6rmekte olup, \u00e7arpan a\u00e7\u0131s\u0131ndan iskontolu olmad\u0131\u011f\u0131 s\u00f6ylenebilir (MGROS: x4,1).\u201d<\/p>\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"530\" src=\"https:\/\/rotaborsa.com\/wp-content\/uploads\/2025\/08\/C61197F7-B319-4825-99D6-CD95EE34C323-1024x530.png\" alt=\"| Rota Borsa\" class=\"wp-image-350407\" 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=\"0HxVI8Jl7h\"><p><a href=\"https:\/\/rotaborsa.com\/halka-acik-sirketten-konkordato-aciklamasi\/\">Halka a\u00e7\u0131k \u015firketten konkordato a\u00e7\u0131klamas\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<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 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><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><\/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>Bim Birle\u015fik Ma\u011fazalar A.\u015e. (BIMAS) 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, Gedik Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e.\u2019den geldi. Kurum de\u011ferlendirmesinde \u015fu ifadeleri kulland\u0131; Bim Birle\u015fik Ma\u011fazalar A.\u015e. hisse 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 %3,86 art\u0131\u015fla 153.239 milyon [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49769,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[],"class_list":["post-49768","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\/49768","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=49768"}],"version-history":[{"count":0,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/posts\/49768\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media\/49769"}],"wp:attachment":[{"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media?parent=49768"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/categories?post=49768"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/tags?post=49768"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}