-- (見出しと最終段落に株価変動に関する情報を追加) Worley(ASX:WOR)は、中東紛争が2026年度の基礎的EBITA(金利・税金・償却費控除前利益)に及ぼす悪影響は3,000万豪ドルから4,000万豪ドルに及ぶと推定されると、月曜日にオーストラリア証券取引所に提出した書類で明らかにした。 同社は、2026年度の基礎的EBITAの成長はもはや期待できないとしながらも、調達費を除く基礎的EBITAマージンは9%から9.5%の範囲内にとどまると引き続き予想しており、現時点で紛争によるプロジェクトの中止は発生していないとしている。 ウォーレイ社は、紛争の長期化と不確実性の継続により、中東関連の既存プロジェクトのさらなる遅延、および同地域における新規プロジェクトの開始と受注の遅れが生じていると述べた。一方で、同社は引き続き2025年度よりも高い総収益成長を目指している。 同社は、地域パイプラインおよび輸出インフラへの投資、そして代替エネルギー、化学品、資源に対する国家安全保障への世界的な注目の高まりから、中長期的な成長機会を期待していると述べた。 同社の株価は、直近の月曜日の取引で6%下落した。
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