{"id":2318,"date":"2026-05-02T12:42:58","date_gmt":"2026-05-02T09:42:58","guid":{"rendered":"https:\/\/tabildot.com.tr\/marketrisk\/?p=2318"},"modified":"2026-05-02T12:43:26","modified_gmt":"2026-05-02T09:43:26","slug":"isdmr-2026-03-faaliyet-raporu-analizi-iskenderun-demir-ve-elik","status":"publish","type":"post","link":"https:\/\/tabildot.com.tr\/marketrisk\/2318","title":{"rendered":"\ud83d\udd35 ISDMR 2026-03 Faaliyet Raporu Analizi | \u0130skenderun Demir ve \u00c7elik"},"content":{"rendered":"<h1>\u0130skenderun Demir ve \u00c7elik A.\u015e. (\u0130SDEM\u0130R) 2026 Birinci \u00c7eyrek Faaliyet Raporu \u00d6zet Bilgi Notu<\/h1>\n<h2>Y\u00f6netici \u00d6zeti<\/h2>\n<p>\u0130skenderun Demir ve \u00c7elik A.\u015e. (\u0130SDEM\u0130R), 1 Ocak &#8211; 31 Mart 2026 ara hesap d\u00f6neminde, k\u00fcresel ham \u00e7elik \u00fcretimindeki hafif d\u00fc\u015f\u00fc\u015fe ra\u011fmen operasyonel verimlili\u011fini ve karl\u0131l\u0131\u011f\u0131n\u0131 art\u0131rmay\u0131 ba\u015farm\u0131\u015ft\u0131r. \u015eirket, 2026 y\u0131l\u0131n\u0131n ilk \u00e7eyre\u011finde 31,7 milyar TL has\u0131lat ve 1,5 milyar TL net d\u00f6nem kar\u0131 elde etmi\u015ftir. Ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re net kar\u0131n\u0131 yakla\u015f\u0131k %46 oran\u0131nda art\u0131ran \u015firket, %98 gibi y\u00fcksek bir s\u0131v\u0131 \u00e7elik kapasite kullan\u0131m oran\u0131yla faaliyet g\u00f6stermi\u015ftir. Stratejik yat\u0131r\u0131mlar\u0131na devam eden \u0130SDEM\u0130R, \u00f6zellikle liman kapasite art\u0131r\u0131m\u0131, modernizasyon ve enerji verimlili\u011fi projelerine odaklanm\u0131\u015ft\u0131r. Ayr\u0131ca, 26 Mart 2026 tarihli Ola\u011fan Genel Kurul&#8217;da, 13 milyar TL&#8217;nin \u00fczerinde nakit temett\u00fc da\u011f\u0131t\u0131lmas\u0131 kararla\u015ft\u0131r\u0131lm\u0131\u015ft\u0131r.<\/p>\n<h2>1. Kurumsal Yap\u0131 ve Y\u00f6netim<\/h2>\n<h3>Ortakl\u0131k ve Sermaye Yap\u0131s\u0131<\/h3>\n<ul>\n<li><b>\u00d6denmi\u015f Sermaye:<\/b> 2.900.000 bin TL.<\/li>\n<li><b>Ana Ortak:<\/b> Ere\u011fli Demir ve \u00c7elik Fabrikalar\u0131 T.A.\u015e. (%94,87 pay oran\u0131).<\/li>\n<li><b>Halka A\u00e7\u0131k K\u0131s\u0131m:<\/b> %5,13.<\/li>\n<li>D\u00f6nem i\u00e7erisinde sermaye yap\u0131s\u0131nda herhangi bir de\u011fi\u015fiklik ger\u00e7ekle\u015fmemi\u015ftir.<\/li>\n<\/ul>\n<h3>Y\u00f6netim Kurulu ve \u00dcst Y\u00f6netim<\/h3>\n<p>26 Mart 2026 tarihinde yap\u0131lan Ola\u011fan Genel Kurul Toplant\u0131s\u0131 sonucunda y\u00f6netim yap\u0131s\u0131nda g\u00fcncellemeler yap\u0131lm\u0131\u015ft\u0131r:<\/p>\n<ul>\n<li><b>Ba\u011f\u0131ms\u0131z \u00dcyeler:<\/b> Alper Kanca, U\u011fur S\u00fcel ve Steven Young 1 y\u0131l s\u00fcreyle g\u00f6rev yapmak \u00fczere se\u00e7ilmi\u015ftir.<\/li>\n<li><b>Y\u00f6netim Kurulu Ba\u015fkan\u0131:<\/b> ATAER Holding A.\u015e. (Temsilci: Murat Yal\u00e7\u0131nta\u015f).<\/li>\n<li><b>Genel M\u00fcd\u00fcr:<\/b> Ayhan Ak\u0131n (32 y\u0131ll\u0131k mesleki tecr\u00fcbe).<\/li>\n<li><b>Bo\u015f Pozisyonlar:<\/b> Raporlama tarihi itibar\u0131yla Finansal Y\u00f6netim, Pazarlama, Sat\u0131nalma ve \u0130nsan Kaynaklar\u0131 Grup Ba\u015fkan Yard\u0131mc\u0131l\u0131klar\u0131 ile \u0130\u015fletmeler Genel M\u00fcd\u00fcr Yard\u0131mc\u0131l\u0131\u011f\u0131 pozisyonlar\u0131 m\u00fcnhal (bo\u015f) durumdad\u0131r.<\/li>\n<\/ul>\n<h2>2. Finansal Performans Analizi<\/h2>\n<p>\u015eirketin finansal tablolar\u0131, bir \u00f6nceki y\u0131l\u0131n ayn\u0131 d\u00f6nemiyle kar\u015f\u0131la\u015ft\u0131r\u0131ld\u0131\u011f\u0131nda b\u00fcy\u00fcme e\u011filimini korudu\u011funu g\u00f6stermektedir.<\/p>\n<h3>\u00d6zet Kar veya Zarar Tablosu Kar\u015f\u0131la\u015ft\u0131rmas\u0131 (Bin TL)<\/h3>\n<table border=\"1\">\n<tbody>\n<tr>\n<td>Kalem<\/td>\n<td>1 Ocak &#8211; 31 Mart 2026<\/td>\n<td>1 Ocak &#8211; 31 Mart 2025<\/td>\n<td>De\u011fi\u015fim (%)<\/td>\n<\/tr>\n<tr>\n<td><b>Has\u0131lat<\/b><\/td>\n<td>31.667.568<\/td>\n<td>26.906.457<\/td>\n<td>+17,7<\/td>\n<\/tr>\n<tr>\n<td><b>Br\u00fct Kar<\/b><\/td>\n<td>2.665.922<\/td>\n<td>1.868.729<\/td>\n<td>+42,7<\/td>\n<\/tr>\n<tr>\n<td><b>Faaliyet Kar\u0131<\/b><\/td>\n<td>1.860.177<\/td>\n<td>1.187.191<\/td>\n<td>+56,7<\/td>\n<\/tr>\n<tr>\n<td><b>Net D\u00f6nem Kar\u0131<\/b><\/td>\n<td>1.502.626<\/td>\n<td>1.027.021<\/td>\n<td>+46,3<\/td>\n<\/tr>\n<tr>\n<td><b>FAV\u00d6K<\/b><\/td>\n<td>3.348.884<\/td>\n<td>2.168.050<\/td>\n<td>+54,5<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3>\u00d6nemli Finansal Oranlar<\/h3>\n<ul>\n<li><b>Br\u00fct Kar Marj\u0131:<\/b> %8,4 (2025: %6,9)<\/li>\n<li><b>FAV\u00d6K Marj\u0131:<\/b> %10,6 (2025: %8,1)<\/li>\n<li><b>Net D\u00f6nem Kar Marj\u0131:<\/b> %4,7 (2025: %3,8)<\/li>\n<\/ul>\n<h3>Finansal Durum \u00d6zeti<\/h3>\n<ul>\n<li><b>Toplam Varl\u0131klar:<\/b> 244.029.799 bin TL (31 Aral\u0131k 2025&#8217;e g\u00f6re %2,9 art\u0131\u015f).<\/li>\n<li><b>\u00d6zkaynaklar:<\/b> 141.356.914 bin TL.<\/li>\n<li><b>Yat\u0131r\u0131m Tahakkuku:<\/b> Raporlama tarihi itibar\u0131yla 82 milyon ABD Dolar\u0131 tutar\u0131nda yat\u0131r\u0131m kay\u0131tlara al\u0131nm\u0131\u015ft\u0131r.<\/li>\n<\/ul>\n<h2>3. Operasyonel Faaliyetler ve \u00dcretim<\/h2>\n<h3>\u00dcretim Miktarlar\u0131 ve Verimlilik<\/h3>\n<p>\u0130SDEM\u0130R, 2026 y\u0131l\u0131n\u0131n ilk \u00fc\u00e7 ay\u0131nda toplam <b>1,4 milyon ton ham \u00e7elik<\/b> \u00fcretimi ger\u00e7ekle\u015ftirmi\u015ftir.<\/p>\n<ul>\n<li><b>Kapasite Kullan\u0131m Oranlar\u0131:<\/b>\n<ul>\n<li>S\u0131v\u0131 \u00c7elik: %98 (2025: %97)<\/li>\n<li>Ham \u00c7elik: %96 (2025: %95)<\/li>\n<\/ul>\n<\/li>\n<li><b>Nihai Mamul \u00dcretimi (Toplam 1.327 bin ton):<\/b>\n<ul>\n<li>Yass\u0131 Mamul: 1.062 bin ton.<\/li>\n<li>Uzun Mamul: 265 bin ton.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3>Sat\u0131\u015f Performans\u0131<\/h3>\n<p>\u015eirket, 2026 y\u0131l\u0131n\u0131n ilk \u00e7eyre\u011finde toplam <b>1,3 milyon ton<\/b> sat\u0131\u015f hacmine ula\u015fm\u0131\u015ft\u0131r.<\/p>\n<ul>\n<li>Sat\u0131\u015flar\u0131n %18\u2019i ihracat kanal\u0131yla ger\u00e7ekle\u015ftirilmi\u015ftir.<\/li>\n<li>Yass\u0131 mamul sat\u0131\u015flar\u0131n\u0131n 0,1 milyon tonu ili\u015fkili taraflara yap\u0131lm\u0131\u015ft\u0131r.<\/li>\n<\/ul>\n<h2>4. Yat\u0131r\u0131m, Ar-Ge ve Stratejik Geli\u015fim<\/h2>\n<h3>Devam Eden \u00d6nemli Yat\u0131r\u0131mlar<\/h3>\n<p>\u015eirket, modernizasyon ve s\u00fcrd\u00fcr\u00fclebilirlik odakl\u0131 yat\u0131r\u0131mlar\u0131na devam etmektedir:<\/p>\n<ul>\n<li><b>Liman ve Lojistik:<\/b> R\u0131ht\u0131m cevher bo\u015faltma vin\u00e7lerinin yenilenmesi, liman kapasite art\u0131r\u0131m\u0131 ve deprem hasarl\u0131 tesislerin onar\u0131m\/g\u00fc\u00e7lendirme \u00e7al\u0131\u015fmalar\u0131.<\/li>\n<li><b>Enerji Verimlili\u011fi:<\/b> Yeni 1. ve 2. Turbo Jenerat\u00f6r projeleri ile Kok Kuru S\u00f6nd\u00fcrme Tesisi buhar\u0131ndan elektrik \u00fcretimi projelerinde sat\u0131n alma s\u00fcre\u00e7leri s\u00fcrmektedir.<\/li>\n<li><b>S\u00fcrd\u00fcr\u00fclebilirlik:<\/b> Deniz Suyu Pompa \u0130stasyonu 3. Faz in\u015faat ve mekanik i\u015fleri devam etmektedir.<\/li>\n<\/ul>\n<h3>Ara\u015ft\u0131rma ve Geli\u015ftirme (Ar-Ge)<\/h3>\n<p>Ar-Ge faaliyetleri, Erdemir Ar-Ge Merkezi \u00e7at\u0131s\u0131 alt\u0131nda be\u015f ana ba\u015fl\u0131kta y\u00fcr\u00fct\u00fclmektedir:<\/p>\n<ol>\n<li>Hammadde ve demir \u00fcretimi.<\/li>\n<li>\u00c7elik \u00fcretimi ve d\u00f6k\u00fcm teknolojileri.<\/li>\n<li>S\u0131cak ve so\u011fuk \u00fcr\u00fcn \u00fcretimi.<\/li>\n<li>Enerji ve \u00e7evre. Merkez b\u00fcnyesinde metal \u015fekillendirme, korozyon analizi ve \u00e7e\u015fitli \u00fcretim s\u00fcre\u00e7lerinin sim\u00fclasyonlar\u0131 gibi ileri teknolojik \u00e7al\u0131\u015fmalar yap\u0131lmaktad\u0131r.<\/li>\n<\/ol>\n<h2>5. \u0130nsan Kaynaklar\u0131 ve \u00c7al\u0131\u015fan Haklar\u0131<\/h2>\n<h3>Personel Yap\u0131s\u0131<\/h3>\n<p>31 Mart 2026 itibar\u0131yla toplam personel say\u0131s\u0131 <b>4.959<\/b> ki\u015fidir (31 Aral\u0131k 2025: 4.929).<\/p>\n<ul>\n<li><b>Saat \u00dccretli:<\/b> 3.597 ki\u015fi.<\/li>\n<li><b>Ayl\u0131k \u00dccretli:<\/b> 1.362 ki\u015fi.<\/li>\n<\/ul>\n<h3>End\u00fcstriyel \u0130li\u015fkiler ve Sosyal Haklar<\/h3>\n<ul>\n<li><b>Toplu \u0130\u015f S\u00f6zle\u015fmesi:<\/b> \u00d6z\u00e7elik-\u0130\u015f Sendikas\u0131 ile imzalanan 29. D\u00f6nem Toplu \u0130\u015f S\u00f6zle\u015fmesi 31 Aral\u0131k 2026 tarihine kadar ge\u00e7erlidir.<\/li>\n<li><b>Yan Haklar:<\/b> \u00c7al\u0131\u015fanlara tamamlay\u0131c\u0131 sa\u011fl\u0131k sigortas\u0131, bireysel emeklilik sistemi (i\u015fveren katk\u0131l\u0131), hayat sigortas\u0131 ve \u00e7e\u015fitli sosyal yard\u0131mlar (\u00f6l\u00fcm, yemek, vas\u0131ta yard\u0131m\u0131 vb.) sa\u011flanmaktad\u0131r.<\/li>\n<\/ul>\n<h2>6. Sekt\u00f6rel G\u00f6r\u00fcn\u00fcm ve Risk Y\u00f6netimi<\/h2>\n<h3>K\u00fcresel ve Yerel \u00c7elik Pazar\u0131<\/h3>\n<ul>\n<li><b>D\u00fcnya:<\/b> 2026 y\u0131l\u0131 Ocak-\u015eubat d\u00f6neminde k\u00fcresel ham \u00e7elik \u00fcretimi y\u0131ll\u0131k %1,5 d\u00fc\u015f\u00fc\u015fle 298,2 milyon ton olmu\u015ftur. \u00c7in ve AB-27 \u00fclkelerinde \u00fcretim azal\u0131rken, Hindistan ve Almanya&#8217;da art\u0131\u015f g\u00f6zlenmi\u015ftir.<\/li>\n<li><b>T\u00fcrkiye:<\/b> D\u00fcnyan\u0131n 7. b\u00fcy\u00fck \u00fcreticisi olan T\u00fcrkiye&#8217;de ham \u00e7elik \u00fcretimi Ocak-\u015eubat d\u00f6neminde y\u0131ll\u0131k %4,7 artarak 6,4 milyon tona y\u00fckselmi\u015ftir. Entegre tesislerdeki \u00fcretim art\u0131\u015f\u0131 %19 ile dikkat \u00e7ekicidir.<\/li>\n<li><b>\u0130SDEM\u0130R&#8217;in Konumu:<\/b> \u015eirket, 2026&#8217;n\u0131n ilk iki ay\u0131nda T\u00fcrkiye toplam ham \u00e7elik \u00fcretiminin <b>%14&#8217;\u00fcn\u00fc<\/b> tek ba\u015f\u0131na kar\u015f\u0131lam\u0131\u015ft\u0131r.<\/li>\n<\/ul>\n<h3>Risk Y\u00f6netimi<\/h3>\n<ul>\n<li><b>Kurumsal Risk Y\u00f6netimi:<\/b> \u015eirket, varl\u0131klar\u0131n\u0131 ve karl\u0131l\u0131\u011f\u0131n\u0131 korumak amac\u0131yla sistematik bir risk tan\u0131mlama ve izleme s\u00fcreci y\u00fcr\u00fctmektedir.<\/li>\n<li><b>Riskin Erken Saptanmas\u0131 Komitesi:<\/b> \u015eirketin varl\u0131\u011f\u0131n\u0131 tehlikeye d\u00fc\u015f\u00fcrebilecek riskleri \u00f6nceden tespit etmekle g\u00f6revli komite, iki ayda bir toplanarak Y\u00f6netim Kurulu&#8217;na raporlama yapmaktad\u0131r.<\/li>\n<li><b>Finansal Riskler:<\/b> Forward, futures, swap ve opsiyon gibi t\u00fcrev ara\u00e7lar risk tolerans\u0131 dahilinde takip edilmekte ve gerekli durumlarda kullan\u0131lmaktad\u0131r.<\/li>\n<\/ul>\n<h2>7. Kar Pay\u0131 (Temett\u00fc) Da\u011f\u0131t\u0131m\u0131<\/h2>\n<p>26 Mart 2026 tarihli Genel Kurul&#8217;da al\u0131nan karar do\u011frultusunda:<\/p>\n<ul>\n<li><b>Toplam Da\u011f\u0131t\u0131lacak Nakit Temett\u00fc:<\/b> 13.050.000 bin TL.<\/li>\n<li><b>Hisse Ba\u015f\u0131na Br\u00fct Kar Pay\u0131:<\/b> 4,50 TL.<\/li>\n<li><b>\u00d6deme Ba\u015flang\u0131\u00e7 Tarihi:<\/b> 3 Haziran 2026.<\/li>\n<\/ul>\n<button class=\"simplefavorite-button\" data-postid=\"2318\" data-siteid=\"1\" data-groupid=\"1\" data-favoritecount=\"0\" style=\"\">Favorile <i class=<\/button>","protected":false},"excerpt":{"rendered":"<p>\u0130sdemir 2026\u2019ya G\u00fc\u00e7l\u00fc Ba\u015flad\u0131: Yat\u0131r\u0131m ve Temett\u00fc Odakl\u0131 B\u00fcy\u00fcme<br \/>\nT\u00fcrkiye&#8217;nin tek entegre uzun ve yass\u0131 \u00e7elik \u00fcreticisi olan \u0130sdemir, 2026 y\u0131l\u0131 birinci \u00e7eyrek raporunu yay\u0131mlad\u0131. Y\u0131l\u0131n ilk \u00fc\u00e7 ay\u0131nda 31,7 milyar TL has\u0131lat ve 1,5 milyar TL net kar elde eden \u015firket, operasyonel verimlili\u011fini %98\u2019e varan kapasite kullan\u0131m oranlar\u0131yla ta\u00e7land\u0131rd\u0131. 82 milyon dolarl\u0131k teknolojik yat\u0131r\u0131m hamlesiyle s\u00fcrd\u00fcr\u00fclebilir \u00fcretim vizyonunu g\u00fc\u00e7lendiren \u0130sdemir, Haziran ay\u0131nda yat\u0131r\u0131mc\u0131lar\u0131na da\u011f\u0131taca\u011f\u0131 hisse ba\u015f\u0131 4,50 TL\u2019lik nakit temett\u00fc ile dikkatleri \u00fczerine \u00e7ekiyor. \u00c7elik sekt\u00f6r\u00fcndeki lider konumunu koruyan dev tesisin finansal detaylar\u0131 ve gelecek projeksiyonlar\u0131 haberimizde.<\/p>\n","protected":false},"author":7,"featured_media":1297,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[251],"tags":[330],"class_list":["post-2318","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-faaliyetraporuanalizi","tag-isdmr"],"_links":{"self":[{"href":"https:\/\/tabildot.com.tr\/marketrisk\/wp-json\/wp\/v2\/posts\/2318","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\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/tabildot.com.tr\/marketrisk\/wp-json\/wp\/v2\/comments?post=2318"}],"version-history":[{"count":1,"href":"https:\/\/tabildot.com.tr\/marketrisk\/wp-json\/wp\/v2\/posts\/2318\/revisions"}],"predecessor-version":[{"id":2319,"href":"https:\/\/tabildot.com.tr\/marketrisk\/wp-json\/wp\/v2\/posts\/2318\/revisions\/2319"}],"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=2318"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tabildot.com.tr\/marketrisk\/wp-json\/wp\/v2\/categories?post=2318"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tabildot.com.tr\/marketrisk\/wp-json\/wp\/v2\/tags?post=2318"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}