---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000852774.md"
description: "$Sembcorp Ind(U96.SG)The main issue is 2026 earnings pressure. Sembcorp has already warned that newly contracted Singapore gas volumes will have lower margins. Its renewables business also faces China tariff/curtailment pressure. On the positive side, new renewable capacity is coming online through 2030, its new 600 MW hydrogen-ready plant is expected in 4Q26, and management expects the Alinta acquisition to strengthen recurring earnings and cash flow.I particularly like Sembcorp around today's level because the valuation has already absorbed considerable concern over weaker Singapore power margins, while the longer-term renewable expansion and new hydrogen-ready generation capacity remain intact."
datetime: "2026-08-13T12:26:07.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000852774.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000852774.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000852774.md)
author: "[Newbee2025](https://longbridge.com/en/profiles/16724903.md)"
generator: "portal-rs"
---

# $Sembcorp Ind(U96.SG)The main issue is 2026 earnin…


### Related Stocks

- [U96.SG](https://longbridge.com/en/quote/U96.SG.md)

## Comments (1)

- **Ivyyyy  · 2026-08-13T13:59:40.000Z**: alinta is guided at 115m core this year and 230 to 240 from fy27, and rising usep should help senoko spreads offset some of the gas drag.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**