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Showing posts from February, 2026

Megawide’s Q3 Reality Check: Stronger Margins, Softer Core—and a Debt-Financed Tightrope

  We’ve been blogging for free. If you enjoy our content, consider supporting us! Disclaimer:  This is for informational purposes and is  not  investment advice. Figures are taken from company disclosures and exchange data; valuation ratios include the author’s calculations based on cited inputs.   If there’s one phrase that captures Megawide Construction Corporation’s nine-month performance to September 30, 2025, it’s this: profit resilience amid a cyclical slowdown . The company managed to keep earnings in the black— ₱501 million in net income —even as revenues pulled back to ₱12.3 billion , down ₱4.04 billion year-on-year . That headline result deserves both applause and scrutiny. Applause, because a construction-heavy group surviving a downshift without collapsing margins is not trivial. Scrutiny, because the numbers also reveal an uncomfortable truth: Megawide is still largely tethered to a business that is inherently lumpy, and it is carrying a financing s...