{"id":1950,"date":"2026-03-18T02:29:23","date_gmt":"2026-03-17T23:29:23","guid":{"rendered":"https:\/\/tabildot.com.tr\/marketrisk\/?p=1950"},"modified":"2026-03-18T02:38:27","modified_gmt":"2026-03-17T23:38:27","slug":"alark-faaliyet-raporu-analizi-202512-alarko-holding-as","status":"publish","type":"post","link":"https:\/\/tabildot.com.tr\/marketrisk\/1950","title":{"rendered":"\ud83d\udd35 ALARK Faaliyet Raporu Analizi 2025\/12 | Alarko Holding AS"},"content":{"rendered":"<p><iframe title=\"Spotify Embed: \ud83d\udd35 ALARK Faaliyet Raporu Analizi 2025\/12 | Alarko Holding AS\" style=\"border-radius: 12px\" width=\"100%\" height=\"152\" frameborder=\"0\" allowfullscreen allow=\"autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture\" loading=\"lazy\" src=\"https:\/\/open.spotify.com\/embed\/episode\/73hqvWZPO3JnpMb89jRvTF?utm_source=oembed\"><\/iframe><\/p>\n<h1>Alarko \u015eirketler Toplulu\u011fu 2025 Faaliyet Raporu Stratejik Analiz ve Bilgilendirme Notu<\/h1>\n<h2>Y\u00f6netici \u00d6zeti<\/h2>\n<p>Alarko \u015eirketler Toplulu\u011fu, 1954 y\u0131l\u0131ndan bu yana devam eden 71 y\u0131ll\u0131k k\u00f6kl\u00fc ge\u00e7mi\u015fini, 2025 y\u0131l\u0131 itibar\u0131yla &#8220;De\u011ferin Yeni Tan\u0131m\u0131&#8221; mottosu \u00e7er\u00e7evesinde k\u00fcresel bir portf\u00f6y \u015firketi modeline d\u00f6n\u00fc\u015ft\u00fcrmektedir. 7 farkl\u0131 sekt\u00f6rde, 49 \u015firket ve yakla\u015f\u0131k 6.000 \u00e7al\u0131\u015fanla faaliyet g\u00f6steren Topluluk; enerji, tar\u0131m, sanayi, turizm, gayrimenkul, havac\u0131l\u0131k ve yat\u0131r\u0131m alanlar\u0131nda dengeli ve dayan\u0131kl\u0131 bir yap\u0131 sergilemektedir.<\/p>\n<p>2025 y\u0131l\u0131, Toplulu\u011fun 2050 &#8220;Net S\u0131f\u0131r&#8221; taahh\u00fcd\u00fc do\u011frultusunda stratejik yat\u0131r\u0131mlar\u0131n meyvelerini vermeye ba\u015flad\u0131\u011f\u0131 bir e\u015fik y\u0131l\u0131 olmu\u015ftur. Toplam varl\u0131klar\u0131n\u0131 125,6 milyar TL\u2019ye y\u00fckselten Alarko, \u00f6zellikle modern tar\u0131m, enerji depolama sistemleri ve havac\u0131l\u0131kta u\u00e7a\u011f\u0131n kargo u\u00e7a\u011f\u0131na d\u00f6n\u00fc\u015ft\u00fcr\u00fclmesi (P2F) gibi ni\u015f alanlarda liderlik hedeflemektedir. Finansal disiplin ve nakit yaratma kapasitesine odaklanan y\u00f6netim, 2030 projeksiyonunda portf\u00f6y\u00fcn yar\u0131s\u0131n\u0131 bu y\u00fcksek b\u00fcy\u00fcme potansiyelli yeni i\u015f kollar\u0131ndan olu\u015fturmay\u0131 hedeflemektedir.<\/p>\n<p>&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8211;<\/p>\n<h2>Stratejik Vizyon ve Kurumsal Felsefe<\/h2>\n<p>Topluluk, kurucular\u0131 Dr. \u00dczeyir Garih\u2019in &#8220;insan odakl\u0131l\u0131k&#8221; ve \u0130shak Alaton\u2019un &#8220;planlama&#8221; ilkeleri \u00fczerine in\u015fa edilen miras\u0131n\u0131 teknoloji ve s\u00fcrd\u00fcr\u00fclebilirlik ile modernize etmektedir.<\/p>\n<ul>\n<li><b>Uluslararas\u0131 Portf\u00f6y \u015eirketi Modeli:<\/b> Alarko, tek bir sekt\u00f6re ba\u011f\u0131ml\u0131l\u0131\u011f\u0131 azaltarak risk profilini dengelemekte ve k\u00fcresel f\u0131rsatlar\u0131 \u00f6nceliklendirmektedir.<\/li>\n<li><b>2030 Projeksiyonu:<\/b> Mevcut sekt\u00f6rlerde verimlilik art\u0131\u015f\u0131 hedeflenirken, b\u00fcy\u00fcmenin di\u011fer yar\u0131s\u0131n\u0131n tar\u0131m, enerji depolama ve havac\u0131l\u0131k gibi yeni alanlardan gelmesi planlanmaktad\u0131r.<\/li>\n<li><b>Ortak Etki Prensibi:<\/b> T\u00fcm grup \u015firketlerinde ekonomik ba\u015far\u0131n\u0131n yan\u0131 s\u0131ra sosyal ve \u00e7evresel boyutta kal\u0131c\u0131 pozitif etki yaratma hedefi merkeze konulmu\u015ftur.<\/li>\n<\/ul>\n<p>&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8211;<\/p>\n<h2>Sekt\u00f6rel Faaliyet Analizi<\/h2>\n<h3>1. Enerji Grubu: Yenilenebilir Enerji ve Depolama D\u00f6n\u00fc\u015f\u00fcm\u00fc<\/h3>\n<p>Enerji Grubu, T\u00fcrkiye\u2019nin enerji arz g\u00fcvenli\u011fine katk\u0131 sunarken karbon ayak izini azaltmaya odaklanm\u0131\u015ft\u0131r.<\/p>\n<ul>\n<li><b>Yenilenebilir Enerji:<\/b> 2030 y\u0131l\u0131na kadar yenilenebilir enerji kurulu g\u00fcc\u00fcn\u00fcn 5 kat art\u0131r\u0131larak 650 MW seviyesine \u00e7\u0131kar\u0131lmas\u0131 hedeflenmektedir.<\/li>\n<li><b>Enerji Depolama (Alarko Gotion):<\/b> Yabanc\u0131 ortakl\u0131kla kurulan bu yeni \u015firket, 4. nesil batarya teknolojileri \u00fczerine \u00e7al\u0131\u015fmaktad\u0131r. 2026 sonunda 3 GWh kapasiteli depolama sistemleri tesisinin devreye al\u0131nmas\u0131 planlanmaktad\u0131r.<\/li>\n<li><b>Da\u011f\u0131t\u0131m ve Perakende (MEDA\u015e &amp; MEPA\u015e):<\/b> 6 ilde 2,5 milyon aboneye hizmet verilmektedir. MEDA\u015e, %5&#8217;lik kay\u0131p-ka\u00e7ak oran\u0131yla sekt\u00f6rdeki en verimli \u015firketlerden biri konumundad\u0131r.<\/li>\n<li><b>Piyasa Dinamikleri:<\/b> &#8220;\u00d6rdek E\u011frisi&#8221; (duck curve) olarak adland\u0131r\u0131lan ve GES \u00fcretiminin artmas\u0131yla g\u00fcn ortas\u0131nda fiyatlar\u0131n d\u00fc\u015fmesi\/eksiye ge\u00e7mesi durumu, depolama yat\u0131r\u0131mlar\u0131n\u0131n stratejik \u00f6nemini peki\u015ftirmi\u015ftir.<\/li>\n<\/ul>\n<h3>2. Tar\u0131m Grubu: &#8220;360 Derece&#8221; Entegre Model<\/h3>\n<p>Alarko, tar\u0131m\u0131 y\u00fcksek teknolojili bir sanayi kolu olarak konumland\u0131rmaktad\u0131r.<\/p>\n<ul>\n<li><b>Modern Serac\u0131l\u0131k:<\/b> T\u00fcrkiye ve Kazakistan\u2019da toplam 1.062 d\u00f6n\u00fcm aktif sera alan\u0131na ula\u015f\u0131lm\u0131\u015ft\u0131r. 2028 hedefi 10.000 d\u00f6n\u00fcmd\u00fcr.<\/li>\n<li><b>Teknolojik \u00dcst\u00fcnl\u00fck:<\/b> Jeotermal enerji kullan\u0131m\u0131, yapay zek\u00e2 destekli sistemler ve kapal\u0131 devre sulama ile su kullan\u0131m\u0131nda %72 tasarruf sa\u011flanmaktad\u0131r.<\/li>\n<li><b>Entegre De\u011fer Zinciri:<\/b> Tohum \u0131slah\u0131 (Genseed), ni\u015f g\u00fcbre \u00fcretimi (Palmira Agro) ve kurutulmu\u015f g\u0131da i\u015fleme ile &#8220;tohumdan sofraya&#8221; bir yap\u0131 kurulmu\u015ftur.<\/li>\n<li><b>Sosyal Etki:<\/b> Tar\u0131m grubunda \u00e7al\u0131\u015fanlar\u0131n %70\u2019inden fazlas\u0131n\u0131 kad\u0131nlar olu\u015fturmaktad\u0131r.<\/li>\n<\/ul>\n<h3>3. Sanayi ve Ticaret Grubu: \u0130klimlendirme Liderli\u011fi<\/h3>\n<ul>\n<li><b>Alarko Carrier:<\/b> Klima santrali ve fancoil kategorilerinde 13 y\u0131ld\u0131r \u00fcst \u00fcste ihracat \u015fampiyonudur.<\/li>\n<li><b>Ye\u015fil \u00dcretim:<\/b> Eski\u015fehir fabrikas\u0131, t\u00fcketti\u011fi elektri\u011fin tamam\u0131n\u0131 \u00e7at\u0131 \u00fcst\u00fc GES ile kar\u015f\u0131layarak ekosisteme enerji fazlas\u0131 vermektedir.<\/li>\n<\/ul>\n<h3>4. Taahh\u00fct Grubu: Se\u00e7ici ve Katma De\u011ferli Projeler<\/h3>\n<p>Grup, hacimsel b\u00fcy\u00fcmeden ziyade teknik yetkinli\u011fin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 projelere odaklanmaktad\u0131r.<\/p>\n<ul>\n<li><b>Metro Projeleri:<\/b> \u0130stanbul (M7 Kabata\u015f-Mahmutbey), B\u00fckre\u015f (M6 Havaliman\u0131 ba\u011flant\u0131s\u0131) ve Ankara metrolar\u0131nda kritik a\u015famalar kaydedilmi\u015ftir.<\/li>\n<li><b>\u0130\u00e7 Sinerji:<\/b> Grup, Alarko&#8217;nun tar\u0131m yat\u0131r\u0131mlar\u0131n\u0131n (sera kurulumlar\u0131 vb.) teknik dan\u0131\u015fmanl\u0131\u011f\u0131n\u0131 ve in\u015fas\u0131n\u0131 \u00fcstlenerek topluluk i\u00e7i sinerji yaratmaktad\u0131r.<\/li>\n<\/ul>\n<h3>5. Havac\u0131l\u0131k ve Di\u011fer Alanlar<\/h3>\n<ul>\n<li><b>P2F Projesi:<\/b> Ekonomik \u00f6mr\u00fcn\u00fc tamamlam\u0131\u015f yolcu u\u00e7aklar\u0131n\u0131n kargo u\u00e7aklar\u0131na d\u00f6n\u00fc\u015ft\u00fcr\u00fclmesi ile d\u00f6ng\u00fcsel ekonomiye dayal\u0131 ni\u015f bir pazar yarat\u0131lmaktad\u0131r.<\/li>\n<li><b>Turizm:<\/b> Hillside Beach Club ile %72 tekrar gelme oran\u0131 yakalanm\u0131\u015ft\u0131r. Bodrum-G\u00fcndo\u011fan\u2019daki yeni ye\u015fil bina konseptli tesisle kapasite iki kat\u0131na \u00e7\u0131kar\u0131lacakt\u0131r.<\/li>\n<li><b>Yat\u0131r\u0131m (Alarko Capital):<\/b> Portf\u00f6y\u00fcn\u00fcn %47\u2019si yurt d\u0131\u015f\u0131 yat\u0131r\u0131mlardan olu\u015fan bu kol; B2B yaz\u0131l\u0131m ve yapay zek\u00e2 giri\u015fimlerine odaklanmaktad\u0131r.<\/li>\n<\/ul>\n<p>&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8211;<\/p>\n<h2>Finansal Performans G\u00f6stergeleri<\/h2>\n<p>Topluluk, 2025 y\u0131l\u0131nda enflasyonist bask\u0131lara ve maliyet art\u0131\u015flar\u0131na ra\u011fmen finansal dayan\u0131kl\u0131l\u0131\u011f\u0131n\u0131 korumu\u015ftur.<\/p>\n<h3>\u00d6zet Finansal Veriler (Milyon TL)<\/h3>\n<table border=\"1\">\n<tbody>\n<tr>\n<td>G\u00f6sterge<\/td>\n<td>31.12.2025<\/td>\n<td>31.12.2024<\/td>\n<td>De\u011fi\u015fim (%)<\/td>\n<\/tr>\n<tr>\n<td><b>Toplam Varl\u0131klar<\/b><\/td>\n<td>125.613<\/td>\n<td>122.956<\/td>\n<td>+%2,1<\/td>\n<\/tr>\n<tr>\n<td><b>\u00d6zkaynaklar<\/b><\/td>\n<td>80.405<\/td>\n<td>84.691<\/td>\n<td>-%5,1<\/td>\n<\/tr>\n<tr>\n<td><b>Has\u0131lat<\/b><\/td>\n<td>8.669<\/td>\n<td>9.946<\/td>\n<td>-%12,8<\/td>\n<\/tr>\n<tr>\n<td><b>D\u00f6nem K\u00e2r\u0131<\/b><\/td>\n<td>1.569<\/td>\n<td>3.233<\/td>\n<td>-%51,5<\/td>\n<\/tr>\n<tr>\n<td><b>Br\u00fct K\u00e2r<\/b><\/td>\n<td>175<\/td>\n<td>425<\/td>\n<td>-%58,8<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ul>\n<li><b>Sermaye Yap\u0131s\u0131:<\/b> Kay\u0131tl\u0131 sermaye tavan\u0131 2.000.000.000 TL, \u00e7\u0131kar\u0131lm\u0131\u015f sermaye ise 435.000.000 TL&#8217;dir.<\/li>\n<li><b>Likit Yap\u0131:<\/b> Cari oran 0,82 seviyesindedir. \u015eirket, nakit yaratma kapasitesini g\u00fc\u00e7lendirerek bilan\u00e7osunu sa\u011flam tutmaya odaklanm\u0131\u015ft\u0131r.<\/li>\n<\/ul>\n<p>&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8211;<\/p>\n<h2>S\u00fcrd\u00fcr\u00fclebilirlik ve Kurumsal Y\u00f6netim<\/h2>\n<p>Alarko&#8217;nun s\u00fcrd\u00fcr\u00fclebilirlik performans\u0131 uluslararas\u0131 standartlarda tescillenmi\u015ftir.<\/p>\n<ul>\n<li><b>ESG Notu:<\/b> \u00c7evresel, Sosyal ve Y\u00f6neti\u015fim (ESG) notu &#8220;A&#8221; seviyesine y\u00fckseltilmi\u015ftir.<\/li>\n<li><b>Net S\u0131f\u0131r Hedefi:<\/b> 2050 y\u0131l\u0131na kadar net s\u0131f\u0131r emisyon taahh\u00fcd\u00fc verilmi\u015ftir.<\/li>\n<li><b>E\u011fitim:<\/b> &#8220;Pozitif Etki &#8211; Ye\u015fil Yaka&#8221; program\u0131 ile s\u00fcrd\u00fcr\u00fclebilirlik bilinci t\u00fcm \u00e7al\u0131\u015fanlara yay\u0131lmaktad\u0131r.<\/li>\n<li><b>\u015eeffafl\u0131k:<\/b> T\u00fcrkiye&#8217;de bir ilk olan &#8220;Sorumlu \u0130leti\u015fim Politikas\u0131&#8221; hayata ge\u00e7irilmi\u015f; raporlamalar TSRS ve GRI uyumlu hale getirilmi\u015ftir.<\/li>\n<\/ul>\n<p>&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8211;<\/p>\n<h2>\u00d6nemli Al\u0131nt\u0131lar<\/h2>\n<p>&#8220;Her yat\u0131r\u0131mda \u00f6nde gelen \u00f6\u011fe insand\u0131r. \u0130nsan dehas\u0131, tasar\u0131m, d\u00fc\u015f\u00fcnce ve eme\u011fi olmadan yat\u0131r\u0131m\u0131n ba\u015far\u0131l\u0131 olmas\u0131 asla d\u00fc\u015f\u00fcn\u00fclemez.&#8221; \u2014 <b>Dr. \u00dczeyir Garih<\/b><\/p>\n<p>&#8220;Uzun vadeli bir i\u015fin ba\u015far\u0131 \u00e7izgisi, en ba\u015fta planlama safhas\u0131nda \u015fekil al\u0131r. Planlama, ba\u015far\u0131n\u0131n birinci fakt\u00f6r\u00fcd\u00fcr.&#8221; \u2014 <b>\u0130shak Alaton<\/b><\/p>\n<p>&#8220;2025 y\u0131l\u0131, Alarko \u015eirketler Toplulu\u011fu i\u00e7in uzun vadeli d\u00f6n\u00fc\u015f\u00fcm vizyonumuzun net bir \u015fekilde g\u00f6r\u00fcn\u00fcr hale geldi\u011fi stratejik bir e\u015fik y\u0131l\u0131yd\u0131.&#8221; \u2014 <b>\u0130zzet Garih, Y\u00f6netim Kurulu Ba\u015fkan\u0131<\/b><\/p>\n<p>&#8220;Bizim i\u00e7in esas ba\u015far\u0131 g\u00f6stergesi sadece \u00f6l\u00e7ek b\u00fcy\u00fctmek de\u011fil, yaratt\u0131\u011f\u0131m\u0131z nakit g\u00fcc\u00fc ve finansal dayan\u0131kl\u0131l\u0131kt\u0131.&#8221; \u2014 <b>\u00dcmit N. Y\u0131ld\u0131z, \u0130cra Kurulu Ba\u015fkan\u0131<\/b><\/p>\n<button class=\"simplefavorite-button\" data-postid=\"1950\" data-siteid=\"1\" data-groupid=\"1\" data-favoritecount=\"0\" style=\"\">Favorile <i class=<\/button>","protected":false},"excerpt":{"rendered":"<p>Alarko Holding 2025 Vizyonu: S\u00fcrd\u00fcr\u00fclebilir B\u00fcy\u00fcme ve Stratejik Yat\u0131r\u0131mlarla Gelece\u011fi \u0130n\u015fa Etmek<br \/>\n&#8220;Alarko Holding, 71 y\u0131ll\u0131k k\u00f6kl\u00fc miras\u0131n\u0131 &#8216;De\u011ferin Yeni Tan\u0131m\u0131&#8217; mottosuyla gelece\u011fe ta\u015f\u0131yor. 2025 y\u0131l\u0131 faaliyet raporuna g\u00f6re, toplam varl\u0131klar\u0131n\u0131 125,6 milyar TL\u2019ye \u00e7\u0131karan Topluluk; enerji depolama, ak\u0131ll\u0131 tar\u0131m ve havac\u0131l\u0131k gibi yeni i\u015f kollar\u0131nda dev ad\u0131mlar at\u0131yor. Tar\u0131ma yap\u0131lan 450 milyon dolarl\u0131k yat\u0131r\u0131m ve enerji depolama sistemleri \u00fcretimi i\u00e7in ba\u015flat\u0131lan program, Alarko\u2019nun uluslararas\u0131 bir portf\u00f6y \u015firketi olma vizyonunun en somut kan\u0131tlar\u0131. S\u00fcrd\u00fcr\u00fclebilirlikte &#8216;A&#8217; notu alan ve 2050 Net S\u0131f\u0131r hedefine odaklanan Alarko Holding&#8217;in finansal performans\u0131n\u0131n ve sekt\u00f6rel d\u00f6n\u00fc\u015f\u00fcm stratejilerinin detaylar\u0131n\u0131 blog yaz\u0131m\u0131zda inceleyebilirsiniz.&#8221;<\/p>\n","protected":false},"author":9,"featured_media":1297,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[251],"tags":[309],"class_list":["post-1950","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-faaliyetraporuanalizi","tag-alark"],"_links":{"self":[{"href":"https:\/\/tabildot.com.tr\/marketrisk\/wp-json\/wp\/v2\/posts\/1950","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tabildot.com.tr\/marketrisk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tabildot.com.tr\/marketrisk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tabildot.com.tr\/marketrisk\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/tabildot.com.tr\/marketrisk\/wp-json\/wp\/v2\/comments?post=1950"}],"version-history":[{"count":2,"href":"https:\/\/tabildot.com.tr\/marketrisk\/wp-json\/wp\/v2\/posts\/1950\/revisions"}],"predecessor-version":[{"id":1954,"href":"https:\/\/tabildot.com.tr\/marketrisk\/wp-json\/wp\/v2\/posts\/1950\/revisions\/1954"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tabildot.com.tr\/marketrisk\/wp-json\/wp\/v2\/media\/1297"}],"wp:attachment":[{"href":"https:\/\/tabildot.com.tr\/marketrisk\/wp-json\/wp\/v2\/media?parent=1950"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tabildot.com.tr\/marketrisk\/wp-json\/wp\/v2\/categories?post=1950"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tabildot.com.tr\/marketrisk\/wp-json\/wp\/v2\/tags?post=1950"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}