Company Ayala Corporation

Equities

AC

PHY0486V1154

Real Estate Development & Operations

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Group companies

Sector

Sales per Business

Sales per region

Ratings for Ayala Corporation

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Other Real Estate Development & Operations

End-of-day quote Philippines S.E. Other stock markets 06:00:00 2024-04-23 pm EDT			5-day change	1st Jan Change
599 ^PHP	+3.10%		+2.39%	-12.04%

Apr. 12	Ayala to Redeem PHP4 Billion Series A Bonds on May 28	MT
Mar. 13	Ayala's Core Net Income Soars 48% in 2023	MT

Ayala Corporation is a Philippines-based holding company. The Companyâs business activities are divided into real estate and hotels, financial services, telecommunications, water, infrastructure, industrial technologies and automotives, power, healthcare, business process, outsourcing, air charter, consulting services, investment holdings, agriculture, and technology services. Its business units include Parent Company, Real estate and hotels, Financial services and insurance, Telecommunications, Industrial Technologies, Power, and Automotive and Others. Real estate and hotels business unit is engaged in planning and development of fully integrated mixed-used communities. Financial services and insurance business unit is engaged in commercial banking operations with expanded banking license. Telecommunications business unit provider of digital wireless communications services, domestic and international long distance communication services or carrier services, and others.

Number of employees: 64,413

PHP in Million	2022	Weight	2023	Weight	Delta
Real Estate and Hotels 43.0 %	124,571	40.6 %	146,983	43.0 %	+17.99%
Industrial Technologies 21.7 %	75,727	24.7 %	74,198	21.7 %	-2.02%
Automotive and Others 12.5 %	38,691	12.6 %	42,662	12.5 %	+10.26%
Power Generation 12.4 %	40,332	13.2 %	42,403	12.4 %	+5.13%
Financial Services and Insurance 8.4 %	18,530	6.0 %	28,665	8.4 %	+54.70%
Telecoms 2.2 %	10,435	3.4 %	7,655	2.2 %	-26.64%
Intersegment Eliminations/Consolidation Adjustments -0.2 %	-2,048	-0.7 %	-822	-0.2 %	-59.86%
Parent Company 0.0 %	406	0.1 %	154	0.0 %	-62.07%

PHP in Million	2022	Weight	2023	Weight	Delta
Philippines 77.5 %	161,384	52.6 %	265,132	77.5 %	+64.29%
Europe 15.1 %	51,140	16.7 %	51,587	15.1 %	+0.87%
Asia 4.0 %	81,542	26.6 %	13,758	4.0 %	-83.13%
United States 3.3 %	12,578	4.1 %	11,421	3.3 %	-9.20%

Managers	Title	Age	Since
Cezar Consing CEO	Chief Executive Officer	64	20-12-02
Jaime Augusto Zobel de Ayala CHM	Chairman	65	87-04-30
Alberto de Larrazabal DFI	Director of Finance/CFO	68	21-04-20
Maria Angelica Rapadas CTO	Chief Tech/Sci/R&D Officer	-	-
Delfin Lazaro BRD	Director/Board Member	78	06-12-31
Jose Martin Lopez IRC	Investor Relations Contact	-	-
Maria Susana C. Bables AUD	Comptroller/Controller/Auditor	-	-
Catherine Ang AUD	Comptroller/Controller/Auditor	53	12-01-31
Bernard Vincent Dy PRN	Corporate Officer/Principal	61	-
Ruel Maranan PRN	Corporate Officer/Principal	61	14-12-31

Members of the board	Title	Age	Since
Sock Koong Chua BRD	Director/Board Member	66	22-04-28
Delfin Lazaro BRD	Director/Board Member	78	06-12-31
Cezar Consing CEO	Chief Executive Officer	64	20-12-02
Jaime Augusto Zobel de Ayala CHM	Chairman	65	87-04-30
Cesar Purisima BRD	Director/Board Member	64	22-04-28
Rizalina Mantaring BRD	Director/Board Member	64	20-03-31

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	0	200,000,000	0	0	34.01 %
Stock B	0	58,000,000	0	28,000,000 ( 48.28 %)
Stock C	0	12,000,000	0	6,755,485 ( 56.30 %)
Stock D	1	635,052,277	307,805,098 ( 48.47 %)	15,244,852 ( 2.401 %)

Name	Equities	%	Valuation
Mermac, Inc. 47.86 %	296,625,706	47.86 %	3 377 M ₱
MITSUBISHI CORPORATION 6.094 %	37,771,897	6.094 %	430 M ₱
SM INVESTMENTS CORPORATION 1.448 %	8,977,705	1.448 %	102 M ₱
BDO Unibank, Inc. (Investment Management) 0.3882 %	2,405,809	0.3882 %	27 M ₱
Estate Of Sy Henry Sr 0.2422 %	1,500,912	0.2422 %	17 M ₱
Sun Life Asset Management Co., Inc. 0.2010 %	1,246,101	0.2010 %	14 M ₱
Laegernes Bank A/S (Invt Mgmt) 0.1707 %	1,058,135	0.1707 %	12 M ₱
Clemente Capital, Inc. 0.1693 %	1,049,391	0.1693 %	12 M ₱
Lægernes Pensionskasse 0.1582 %	980,723	0.1582 %	11 M ₱
Fernando Miranda Zobel de Ayala 0.1468 %	910,079	0.1468 %	10 M ₱

Name	Equities	%	Valuation
Makati Central Estate Association, Inc. 0.3000 %	60,000	0.3000 %	525 712 ₱

Name	Equities	%	Valuation
BANK OF THE PHILIPPINE ISLANDS 44.46%	2,338,395,727	44.46%	4,912,642,047 $
AYALA LAND, INC. 51.08%	7,622,336,687	51.08%	4,372,858,334 $
ACEN CORPORATION 58.12%	23,061,956,191	58.12%	1,579,513,380 $
GLOBE TELECOM, INC. 30.69%	44,266,630	30.69%	1,393,003,118 $
MANILA WATER COMPANY, INC. 100.00%	3,563,756,068	100.00%	143,583,732 $
IPEOPLE, INC. 33.50%	349,829,961	33.50%	44,620,812 $
INTEGRATED MICRO-ELECTRONICS, INC. 52.10%	1,155,105,038	52.10%	43,974,849 $
YOMA STRATEGIC HOLDINGS LTD. 14.82%	332,500,000	14.82%	10,839,500 $

Ayala Corp.

Ayala Triangle Gardens Tower 2 Paseo de Roxas cor Makati Avenue

1226, Makati City

+63 2 7908 3000

http://www.ayala.com.ph

Name	Category and Sector
AYALA LAND, INC.	Real Estate Development
ACEN CORPORATION	Oil & Gas Production
AYC Finance Ltd.	Finance/Rental/Leasing
ACEN Australia Pty Ltd. ACEN Australia Pty Ltd. Engineering & ConstructionIndustrial Services ACEN Australia Pty Ltd. is an Australian renewable energy company that funds health care, sports and recreation, emergency services, and recycling projects in Uralla. The joint venture company is based in Uralla, Australia. The company believes in a sustainable, inclusive, and resilient world where everyone has access to affordable renewable energy. ACEN represents the company's renewable energy assets and has over 1 GW capacity of large-scale renewable energy generation in construction and operations. The company was founded in 2016, and the CEO is David Pollington. ACEN Australia was acquired by AC Renewables International Pte Ltd. on February 2, 2023, for $180.64 million.	Engineering & Construction
AC Energy Finance International Ltd. AC Energy Finance International Ltd. Finance/Rental/LeasingFinance AC Energy Finance International Ltd. operates as financial institution. The company is headquartered in Cayman Islands.	Finance/Rental/Leasing
ACEN Finance Ltd. ACEN Finance Ltd. Investment Banks/BrokersFinance Part of ACEN Corp., ACEN Finance Ltd. is a Filipino company that engages in issuing notes. The private company is located in the Philippines.	Investment Banks/Brokers

Trading Rating

Investor Rating

ESG Refinitiv

A-

More Ratings

Sell

Buy

Mean consensus

BUY

Number of Analysts

Last Close Price

581 PHP

Average target price

857 PHP

Spread / Average Target

+47.50%

Consensus

Estimates Revisions

Company calendar

Real Estate

Real Estate

Real Estate Operations

Real Estate Development & Operations

Other Real Estate Development & Operations

	1st Jan change	Capi.
AYALA CORPORATION	-14.68%	6.27B
MITSUI FUDOSAN CO., LTD.	+36.25%	28.55B
SUN HUNG KAI PROPERTIES LIMITED	-14.86%	26.48B
DLF LIMITED	+22.23%	26.31B
MITSUBISHI ESTATE CO., LTD.	+45.39%	23.07B
CHINA RESOURCES LAND LIMITED	-9.64%	22.2B
EMAAR PROPERTIES	+4.92%	20.17B
SUMITOMO REALTY & DEVELOPMENT CO., LTD.	+30.71%	16.66B
CHINA OVERSEAS LAND & INVESTMENT LTD.	-11.77%	16.48B
MACROTECH DEVELOPERS LIMITED	+21.83%	14.75B

Other Real Estate Development & Operations