Molinos Juan Semino SA
Molinos Juan Semino S.A. engages in the production and sale of grains and byproducts in Argentina. It offers flours, gluten, native and modified starches, dextrins, proteins, and pre-mixes. The company's products are used in the food, refrigeration, textile, paper, and other industries. It also exports its products to Brazil, Chile, Bolivia, Uruguay, Paraguay, Ecuador, Peru, the United States, Ja… Read more
Molinos Juan Semino SA (SEMI) - Net Assets
Latest net assets as of November 2025: AR$50.24 Billion ARS
Based on the latest financial reports, Molinos Juan Semino SA (SEMI) has net assets worth AR$50.24 Billion ARS as of November 2025.
Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (AR$63.69 Billion) and total liabilities (AR$13.45 Billion). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off.
Key Net Assets Metrics
| Metric | Value |
|---|---|
| Current Net Assets | AR$50.24 Billion |
| % of Total Assets | 78.88% |
| Annual Growth Rate | 84.56% |
| 5-Year Change | 2939.69% |
| 10-Year Change | N/A |
| Growth Volatility | 154.53 |
Molinos Juan Semino SA - Net Assets Trend (2016–2025)
This chart illustrates how Molinos Juan Semino SA's net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.
Annual Net Assets for Molinos Juan Semino SA (2016–2025)
The table below shows the annual net assets of Molinos Juan Semino SA from 2016 to 2025.
| Year | Net Assets | Change |
|---|---|---|
| 2025-05-31 | AR$43.62 Billion | +3.00% |
| 2024-05-31 | AR$42.35 Billion | +498.78% |
| 2023-05-31 | AR$7.07 Billion | +197.77% |
| 2022-05-31 | AR$2.38 Billion | +65.51% |
| 2021-05-31 | AR$1.44 Billion | +39.94% |
| 2020-05-31 | AR$1.03 Billion | +45.51% |
| 2019-05-31 | AR$704.76 Million | +232.22% |
| 2018-05-31 | AR$212.14 Million | +15.92% |
| 2017-05-31 | AR$183.01 Million | +4.21% |
| 2016-05-31 | AR$175.62 Million | -- |
Equity Component Analysis
This analysis shows how different components contribute to Molinos Juan Semino SA's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.
Equity Composition Insights
- Retained earnings have grown by 7517.3% over the analyzed period, indicating profitable operations and earnings retention.
Current Equity Component Breakdown (May 2025)
| Component | Amount | Percentage |
|---|---|---|
| Retained Earnings | AR$2.91 Billion | 6.68% |
| Other Components | AR$40.71 Billion | 93.32% |
| Total Equity | AR$43.62 Billion | 100.00% |
Molinos Juan Semino SA Competitors by Market Cap
The table below lists competitors of Molinos Juan Semino SA ranked by their market capitalization.
| Company | Market Cap |
|---|---|
|
Live Verdure Ltd
AU:LV1
|
$28.27 Million |
|
Supreme Cable Manufacturing Corp
JK:SCCO
|
$28.29 Million |
|
AB Traction
ST:TRAC-B
|
$28.29 Million |
|
Daxor Corporation
NASDAQ:DXR
|
$28.30 Million |
|
WFE Technology Corporation
TWO:6474
|
$28.25 Million |
|
Spanish Mountain Gold Ltd.
OTCQB:SPAUF
|
$28.25 Million |
|
Yibitas Yozgat Isci Birligi Insaat Malzemeleri Ticaret Sanayi AS
IS:YBTAS
|
$28.25 Million |
|
Spir Group ASA
OL:SPIR
|
$28.24 Million |
Equity Growth Attribution
This analysis shows how different factors contributed to changes in Molinos Juan Semino SA's equity between the two most recent reporting periods.
Equity Growth Insights
- From 2024 to 2025, total equity changed from 42,346,760,350 to 43,619,356,039, a change of 1,272,595,689 (3.0%).
- Net income of 1,525,797,157 contributed positively to equity growth.
- Dividend payments of 244,754,769 reduced retained earnings.
Equity Change Factors (2024 to 2025)
| Factor | Impact | Contribution |
|---|---|---|
| Net Income | AR$1.53 Billion | +3.5% |
| Dividends Paid | AR$244.75 Million | -0.56% |
| Other Changes | AR$-8.45 Million | -0.02% |
| Total Change | AR$- | 3.01% |
Book Value vs Market Value Analysis
This analysis compares Molinos Juan Semino SA's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.
Valuation Insights
- Current price-to-book ratio: 1.14x
- The company is trading above its book value, indicating the market recognizes value beyond its reported assets.
- The price-to-book ratio has decreased from 20.85x to 1.14x over the analyzed period, indicating reduced market premium.
Historical Price-to-Book Ratios
| Date | Book Value per Share | Market Price | P/B Ratio |
|---|---|---|---|
| 2017-05-31 | AR$0.95 | AR$19.90 | x |
| 2018-05-31 | AR$1.11 | AR$19.90 | x |
| 2019-05-31 | AR$3.68 | AR$19.90 | x |
| 2020-05-31 | AR$5.36 | AR$19.90 | x |
| 2021-05-31 | AR$7.49 | AR$19.90 | x |
| 2022-05-31 | AR$12.41 | AR$19.90 | x |
| 2023-05-31 | AR$11.96 | AR$19.90 | x |
| 2024-05-31 | AR$16.94 | AR$19.90 | x |
| 2025-05-31 | AR$17.45 | AR$19.90 | x |
Capital Efficiency Dashboard
This dashboard shows how efficiently Molinos Juan Semino SA utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.
Capital Efficiency Insights
- Current Return on Equity (ROE): 3.50%
- The company may be facing challenges in efficiently utilizing shareholder equity.
- DuPont Analysis Breakdown:
- • Net Profit Margin: 2.48%
- • Asset Turnover: 1.06x
- • Equity Multiplier: 1.33x
- Recent ROE (3.50%) is below the historical average (17.26%), suggesting potential challenges in capital efficiency.
Historical Capital Efficiency Metrics
| Year | Return on Equity | Net Profit Margin | Asset Turnover | Equity Multiplier | Economic Value Added |
|---|---|---|---|---|---|
| 2016 | 17.11% | 6.56% | 1.75x | 1.49x | AR$12.47 Million |
| 2017 | 8.70% | 2.66% | 1.78x | 1.83x | AR$-2.37 Million |
| 2018 | 15.86% | 3.80% | 1.77x | 2.36x | AR$12.43 Million |
| 2019 | 9.52% | 3.22% | 1.59x | 1.86x | AR$-3.35 Million |
| 2020 | 1.58% | 0.53% | 1.88x | 1.58x | AR$-86.37 Million |
| 2021 | -6.38% | -2.27% | 1.73x | 1.62x | AR$-234.93 Million |
| 2022 | 2.94% | 1.00% | 1.57x | 1.88x | AR$-167.71 Million |
| 2023 | 105.63% | 10.45% | 6.93x | 1.46x | AR$6.76 Billion |
| 2024 | 14.15% | 7.15% | 1.46x | 1.36x | AR$1.76 Billion |
| 2025 | 3.50% | 2.48% | 1.06x | 1.33x | AR$-2.84 Billion |
Industry Comparison
This section compares Molinos Juan Semino SA's net assets metrics with peer companies in the Farm Products industry.
Industry Context
- Industry: Farm Products
- Average net assets among peers: $7,960,851,367
- Average return on equity (ROE) among peers: 6.96%
Peer Company Comparison
| Company | Net Assets | Return on Equity | Debt-to-Equity | Market Cap |
|---|---|---|---|---|
| Molinos Juan Semino SA (SEMI) | AR$50.24 Billion | 17.11% | 0.27x | $28.26 Million |
| Inversora Juramento SA (INVJ) | $15.42 Billion | 4.62% | 0.57x | $11.61 Million |
| Molinos Agro SA (MOLA) | $5.58 Billion | 52.87% | 4.82x | $298.71 Million |
| Morixe Hermanos SACI (MORI) | $-5.98 Million | 0.00% | 0.00x | $12.89 Million |
| Morixe Hermanos S.A. 5 Votes (MORI5) | $774.70 Million | 0.64% | 3.13x | $2.21 Million |
| San Miguel AG (SAMI) | $18.04 Billion | -23.32% | 2.56x | $700.38 Million |