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South Logistics JSC

South Logistics JSC

HHOSE:STG
32,500.00
VND
-2,400.00
(-6.88%)
3,775.39EPS
7.28P/E
2.54TMarket Cap
2014 Y
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
TTM
Revenue per Share
44,271.69
53,143
24,505.38
14,807.18
17,929.29
18,681.31
20,680.09
29,378.25
26,861.72
18,275.57
24,979.68
26,352.61
29,502.98
Basic EPS, GAAP
1,563.42
1,293.58
1,683.07
3,952.27
1,366.31
1,096.72
1,085.32
2,369.22
2,426.44
1,447.63
1,959.81
2,988.39
3,558.12
Free Cash Flow per Basic Share
-1,651.82
1,200.17
-2,209.54
-22.07
-844.37
614.78
704.6
-86.42
93.26
1,644.89
-928.64
-2,627.62
-498.78
Dividend per Share
508.77
438.66
0.23
0.08
0.05
0.12
- -
- -
8.07
0.62
- -
159.41
- -
Book Value per Share
- -
5,428.5
9,033.33
12,863.89
14,153.1
15,171.44
15,879.81
18,197.15
20,479.8
21,763.66
23,134.82
26,025.94
27,872.98
Tangible Book Value per Share
- -
5,386.36
6,880.72
11,168.11
12,642.92
13,758.68
14,653.65
17,091.63
19,478.56
21,168.12
22,369.67
25,411.24
27,334.97
Basic Weighted Avg Shares
20
19
51
98
98
98
98
98
98
98
98
98
98
Sales/Revenue/Turnover
872,724
1,010,597
1,257,809
1,454,855
1,761,613
1,835,502
2,031,889
2,886,512
2,639,255
1,795,636
2,454,337
2,589,233
2,898,815
Operating Margin (%)
2.69
3.88
8.06
4.39
7.61
7.38
9.16
9.42
9.56
5.24
6.96
10.93
11.66
Depreciation Expense
4,692
6,898
67,469
122,765
86,341
83,388
92,442
103,664
121,241
128,615
135,348
153,636
151,371
Net Income, GAAP
30,819
24,599
86,388
388,324
134,244
107,756
106,636
232,784
238,406
142,234
192,558
293,619
349,603
Effective Tax Rate (%)
20.63
25.49
14.72
20.21
13.02
19.43
20.3
18.42
17.16
31.62
23.02
18.18
17.33
Profit Margin (%)
3.53
2.43
6.87
26.69
7.62
5.87
5.25
8.06
9.03
7.92
7.85
11.34
12.06
Working Capital
- -
441,404
389,472
735,675
531,840
576,413
389,167
425,967
509,625
690,265
600,607
718,790
879,689
LT Debt
- -
396,000
651,639
403,854
113,586
80,311
129,707
171,789
122,304
89,887
78,515
345,562
468,714
Total Equity
- -
179,360
1,234,770
1,517,354
1,623,193
1,700,838
1,644,239
1,885,030
2,123,714
2,254,645
2,399,835
2,686,316
2,878,942
Return on Invested Capital (%)
- -
- -
5.27
25.08
7.69
6.4
6.57
12.15
10.88
4.74
7.69
10.62
11.35
Return on Capital (%)
- -
- -
9
15.27
7.19
5.37
5.75
11.7
10.72
6.15
7.7
10.24
11.02
Return on Common Equity (%)
- -
- -
16.4
36.1
10.11
7.48
6.99
13.91
12.55
6.85
8.73
12.16
13.6

Capital Structure

VND

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
ST Debt
92,647
109,843
113,762
LT Borrowings
336,385
436,049
468,714
LT Finance Leases
9,177
- -
- -
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
98
98
98
Market Capitalization
3,822,056
3,193,234
2,544,762

Working Capital

VND

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
Total Current Assets
1,257,068
1,498,799
1,520,427
Cash, Cash Equivalents & STI
559,515
578,561
616,701
Accounts Receivable, Net
471,873
554,189
645,185
Inventories
33,767
43,207
44,046
Total Current Liabilities
538,278
572,399
640,738
Payables & Accruals
- -
- -
- -
ST Debt
92,647
109,843
113,762
Deferred Revenue
- -
- -
- -

Growth Rates

VND

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
67.16%
10.37%
11.94%
Free Cash Flow
424.35%
274.01%
182.95%
Net Income, GAAP
68.27%
33.65%
52.48%
Sales/Revenue/Turnover
11.98%
8.74%
5.5%
Total Cash Common Dividend
- -
- -
- -

Quarterly Revenue

VND

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
475,805
610,510
661,849
706,173
2,454,337
2025
556,920
676,897
662,154
693,007
2,589,233
2026
676,715
866,940
- -
- -
- -

Quarterly Earnings Per Share

VND

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
438.4
442
554
526
1,959.81
2025
575.02
798
835
782
2,988.39
2026
802.22
1,139
- -
- -
- -

Quarterly Dividends Per Share

VND

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
- -
2025
- -
- -
- -
- -
159.41
2026
- -
- -
- -
- -
- -

Company Description

Company Profile APIChatGPT
CEO
Thanh Vu Dang
Full Time Employees
1,173
Sector
Transportation
Industry
Other transportation
Address
Ho Chi Minh City Vietnam
IPO Date
Feb 3, 2010
Website
sotrans.com.vn
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Business
South Logistics Joint Stock Company (SOTRANS) is a Vietnam-based provider of integrated logistics, port operations, and supply chain management services. Founded in 1975 and headquartered in Ho Chi Minh City, Vietnam, the company operates across key domestic economic zones as well as international trade corridors. SOTRANS organizes its operations into three primary business segments: Freight Forwarding and Multimodal Transport, Warehousing and Contract Logistics, and Port Operations and Inland Container Depots (ICDs). The company provides a comprehensive portfolio of logistics solutions, including international ocean freight and air freight forwarding; domestic and cross-border road trucking; customs clearance and cargo brokerage; specialized heavy-lift and oversized project cargo transportation; bonded, cold storage, container freight station (CFS), and general dry warehousing management; inventory fulfillment and value-added distribution services; inland waterway transport and barging routes connecting Ho Chi Minh City, Dong Nai, Binh Duong, and the Cai Mep-Thi Vai deep-water port hub; and seaport stevedoring, container storage, depot management, and maritime agency services. Operating alongside subsidiaries such as Southern Waterborne Transport Corporation (SOWATCO) and Vietranstimex, SOTRANS caters to multinational and domestic clients in manufacturing, consumer goods, agriculture, heavy industry, and energy sectors. In recent developments, SOTRANS advanced its strategic positioning through a major partnership with Singapore-based port and supply chain operator PSA International, which acquired a substantial equity stake in SOTRANS through GELEX Logistics to jointly expand port logistics, cold-chain operations, and regional multimodal transport networks across Vietnam. Additionally, the company has expanded its river barge capacity to strengthen green logistics corridors, upgraded cargo handling infrastructure at its inland container terminals, and scaled specialized heavy transport operations for large-scale renewable energy projects.