Motor Oil (Hellas) Corinth Refineries (MOHCF)

Thursday

11:21 AM

ThesisRecent strategic investments and favorable market conditions are expected to enhance profitability and operational efficiency, leading to a more optimistic outlook.

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$11.5B	$13.4B	$12.8B
Rev. Growth	-5.8%	+16.8%	-4.6%
EPS	$5.97	$9.45	$7.39
EPS Growth	+128%	+58.3%	-21.8%
P/E (fwd)	3.9×	2.4×	3.1×

★ Analysts see FY2026 revenue reaching $13.4B — +16.8% growth in a single year.

Why Revenue Could Accelerate

01Recent investments in upgrading refining technology could increase capacity by 10%, enhancing margins.
02The company has secured long-term contracts with major shipping companies, potentially increasing fuel sales by 15% over the next year.
03A recent increase in retail fuel prices has improved margins, with a projected impact of $0.10 per gallon on profitability.
04Transition to cleaner energy sources
05Regional energy security and self-sufficiency
06Fluctuations in WTI and Brent crude oil prices, impacting refining margins
07Changes in regional fuel demand, particularly in the Mediterranean markets
08Regulatory changes affecting environmental standards and fuel specifications

FY2025 Snapshot

Revenue: $11.5B
Rev. Growth: -5.8%
Gross Margin: 8.2%
Op. Margin: 4.2%
Net Margin: 5.6%
Net Income: $647M
NI Growth: +128%
EPS: $5.97
1Y Return: +8.3%

My Notes

"Management emphasized, 'Our commitment to refining excellence and strategic partnerships positions us well for future growth.'"
Moat: Motor Oil's competitive advantage lies in its advanced refining technology and strong regional brand recognition…
value - Investors may be drawn to the stock due to its low price-to-earnings ratio and strong return on equity.
Moderate - Rising interest rates can increase financing costs for capital expenditures…
Watch on earnings: WTI crude oil price (DCOILWTICO), Brent crude oil price (DCOILBRENTEU), Refining margin per barrel.

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $13.4B to $12.8B as recent investments in upgrading refining technology could increase capacity by 10%, enhancing margins.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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