{"id":514,"date":"2025-12-25T22:04:04","date_gmt":"2025-12-25T19:04:04","guid":{"rendered":"https:\/\/tabildot.com.tr\/marketrisk\/?p=514"},"modified":"2025-12-25T22:04:38","modified_gmt":"2025-12-25T19:04:38","slug":"%f0%9f%94%b4%f0%9f%87%b9%f0%9f%87%b7-balsu-balsu-gida-sanayi-2025-9-bilanco-analizi","status":"publish","type":"post","link":"https:\/\/tabildot.com.tr\/marketrisk\/514","title":{"rendered":"\ud83d\udd34\ud83c\uddf9\ud83c\uddf7 #BALSU | Balsu G\u0131da Sanayi 2025\/9 Bilan\u00e7o Analizi"},"content":{"rendered":"<p><iframe loading=\"lazy\" title=\"\ud83d\udd34\ud83c\uddf9\ud83c\uddf7 #BALSU | Balsu G\u0131da Sanayi 2025\/9 Bilan\u00e7o Analizi\" width=\"858\" height=\"483\" src=\"https:\/\/www.youtube.com\/embed\/TG0RCW0VFgA?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<h1>Bir F\u0131nd\u0131k Devi Hakk\u0131nda Muhtemelen Bilmedi\u011finiz 5 Ger\u00e7ek<\/h1>\n<p>Hayat\u0131m\u0131z\u0131n her k\u00f6\u015fesinde kar\u015f\u0131m\u0131za \u00e7\u0131kan f\u0131nd\u0131k, \u00e7ikolatalar\u0131n ve tatl\u0131lar\u0131n vazge\u00e7ilmez lezzetidir. Peki, bu basit kuruyemi\u015fin arkas\u0131nda ne kadar b\u00fcy\u00fck, yenilik\u00e7i ve k\u00fcresel bir operasyon olabilece\u011fini hi\u00e7 d\u00fc\u015f\u00fcnd\u00fcn\u00fcz m\u00fc? T\u00fcrkiye&#8217;nin \u00f6nde gelen g\u0131da \u015firketlerinden Balsu G\u0131da, sadece bir f\u0131nd\u0131k \u00fcreticisi olman\u0131n \u00e7ok \u00f6tesine ge\u00e7erek teknoloji, s\u00fcrd\u00fcr\u00fclebilirlik ve k\u00fcresel vizyonu birle\u015ftiren bir g\u00fc\u00e7 merkezi oldu\u011funu kan\u0131tl\u0131yor.<\/p>\n<p><b>1. At\u0131k De\u011fil, Ham Madde: F\u0131nd\u0131k Kabu\u011fundan Aktif Karbon \u00dcretimi<\/b> Balsu G\u0131da, &#8220;Hendex&#8221; markas\u0131yla f\u0131nd\u0131k kabu\u011fu gibi g\u00f6zden \u00e7\u0131kar\u0131lm\u0131\u015f bir at\u0131\u011f\u0131, patentli bir teknolojiyle end\u00fcstriyel bir hazineye; Aktif Karbon&#8217;a d\u00f6n\u00fc\u015ft\u00fcr\u00fcyor. Bu proje, T\u00fcrkiye&#8217;de f\u0131nd\u0131k kabu\u011fundan seri \u00fcretilen ilk Aktif Karbon olma \u00f6zelli\u011fini ta\u015f\u0131yor. Bu yat\u0131r\u0131m sayesinde, y\u0131lda 100 bin tonun \u00fczerinde f\u0131nd\u0131k kabu\u011fu art\u0131k bir at\u0131k olarak g\u00f6r\u00fclmek yerine, ithal \u00fcr\u00fcnlerin yerini alacak y\u00fcksek katma de\u011ferli bir ham maddeye d\u00f6n\u00fc\u015f\u00fcyor. Hendex Aktif Karbon, otomotivden savunma sanayiine, enerji depolamadan g\u0131daya kadar uzanan say\u0131s\u0131z kritik sekt\u00f6rde ar\u0131tma ve safla\u015ft\u0131rma amac\u0131yla kullan\u0131lacak.<\/p>\n<p>Projenin en \u00e7arp\u0131c\u0131 yan\u0131 ise, bu \u00fcretim s\u00fcrecinden a\u00e7\u0131\u011fa \u00e7\u0131kan sentez gaz\u0131ndan kendi elektri\u011fini \u00fcretecek olmas\u0131. Bu ad\u0131mla Balsu G\u0131da, <b>&#8220;d\u00fcnyan\u0131n ilk ve tek enerji ba\u011f\u0131ms\u0131z f\u0131nd\u0131k kurulu\u015fu&#8221;<\/b> olma unvan\u0131n\u0131 kazanacak.<\/p>\n<p>Bu yenilik\u00e7i ve kendine yeten \u00fcretim modeli, Balsu G\u0131da&#8217;n\u0131n sadece T\u00fcrkiye&#8217;deki operasyonlar\u0131n\u0131 de\u011fil, ayn\u0131 zamanda k\u00fcresel hedeflerini de besleyen bir g\u00fc\u00e7 kayna\u011f\u0131d\u0131r. \u015eirketin vizyonu, Hendek&#8217;teki bu teknoloji \u00fcss\u00fcnden d\u00fcnyan\u0131n di\u011fer ucuna uzan\u0131yor.<\/p>\n<p><b>2. K\u00fcresel Oyuncu: T\u00fcrkiye&#8217;den \u015eili&#8217;ye Uzanan F\u0131nd\u0131k K\u00f6pr\u00fcs\u00fc<\/b> \u015eirket, k\u00fcresel f\u0131nd\u0131k pazar\u0131nda h\u0131zla b\u00fcy\u00fcyen bir oyuncu olan \u015eili&#8217;de modern bir entegre f\u0131nd\u0131k i\u015fleme tesisi hayata ge\u00e7iriyor. \u015eili&#8217;nin bu stratejik hamle i\u00e7in se\u00e7ilmesinin ard\u0131nda \u00fclkenin h\u0131zla b\u00fcy\u00fcyen f\u0131nd\u0131k tar\u0131m\u0131, elveri\u015fli iklim ko\u015fullar\u0131 ve k\u00fcresel pazardaki potansiyeli yat\u0131yor.<\/p>\n<p>2026&#8217;da faaliyete ge\u00e7mesi planlanan bu tesisin y\u0131ll\u0131k <b>20 bin tonu a\u015fan<\/b> bir i\u015fleme kapasitesine sahip olmas\u0131 hedefleniyor. Bu yat\u0131r\u0131m, Balsu G\u0131da&#8217;n\u0131n k\u00fcresel liderlik iddias\u0131n\u0131n somut bir kan\u0131t\u0131d\u0131r.<\/p>\n<p>Balsu G\u0131da&#8217;n\u0131n k\u00fcresel b\u00fcy\u00fcme stratejisi, sadece co\u011frafi geni\u015flemeden ibaret de\u011fil; ayn\u0131 zamanda operasyonlar\u0131n\u0131n temelini olu\u015fturan etik de\u011ferlerle de destekleniyor.<\/p>\n<p><b>3. Sorumlu Tedarik: \u00c7ocuk \u0130\u015f\u00e7ili\u011fine Kar\u015f\u0131 Sekt\u00f6rdeki \u00d6nc\u00fc Rol<\/b> Ticari ba\u015far\u0131s\u0131n\u0131 etik de\u011ferlerden ay\u0131rmayan Balsu G\u0131da, 2008&#8217;den beri y\u00fcr\u00fctt\u00fc\u011f\u00fc &#8220;\u00e7ocuk i\u015f\u00e7ili\u011fi ve aile temelli izlenebilirlik&#8221; programlar\u0131yla kendini <b>&#8220;sekt\u00f6rdeki \u00f6nc\u00fc ve tek \u015firket&#8221;<\/b> olarak konumland\u0131r\u0131yor. Bu etik tedarik ilkeleri sayesinde \u015firket, <b>10.000&#8217;den fazla \u00fcretici ve toptanc\u0131ya<\/b> do\u011frudan eri\u015fim sa\u011fl\u0131yor.<\/p>\n<p>Bu yakla\u015f\u0131m, Balsu G\u0131da&#8217;n\u0131n yaln\u0131zca bir \u00fcr\u00fcn tedarik\u00e7isi olmad\u0131\u011f\u0131n\u0131, ayn\u0131 zamanda de\u011fer zincirinin her halkas\u0131nda s\u00fcrd\u00fcr\u00fclebilir bir gelecek in\u015fa etme misyonu ta\u015f\u0131d\u0131\u011f\u0131n\u0131 g\u00f6steriyor.<\/p>\n<p>S\u00fcrd\u00fcr\u00fclebilirlik, kalite ve inovasyon ekseninde, f\u0131nd\u0131kta k\u00fcresel \u00f6l\u00e7ekte lider bir marka olmay\u0131 s\u00fcrd\u00fcrmektir.<\/p>\n<p>Bu sorumlu tedarik a\u011f\u0131, ayn\u0131 zamanda \u015firketin T\u00fcrkiye pazar\u0131ndaki devasa operasyonel g\u00fcc\u00fcn\u00fc besleyen damarlardan biridir.<\/p>\n<p><b>4. \u00d6l\u00e7ek ve Kapasite: T\u00fcrkiye&#8217;nin En B\u00fcy\u00fck F\u0131nd\u0131k \u0130\u015fleme Firmas\u0131<\/b> Balsu G\u0131da, \u00f6l\u00e7e\u011fiyle de T\u00fcrkiye pazar\u0131nda rakipsiz bir konuma sahip. \u015eirket, T\u00fcrkiye&#8217;nin &#8220;en b\u00fcy\u00fck f\u0131nd\u0131k i\u015fleme firmas\u0131&#8221; olma iddias\u0131n\u0131 somut verilerle destekliyor:<\/p>\n<ul>\n<li>Hendek&#8217;teki tesisinde g\u00fcnde yakla\u015f\u0131k <b>700 ton<\/b>, Ordu&#8217;da ise <b>200 ton<\/b> f\u0131nd\u0131k k\u0131rma kapasitesine sahip.<\/li>\n<li>2024 sonu itibar\u0131yla 49 bin tonluk sat\u0131\u015f hacmiyle <b>T\u00fcrkiye\u2019nin i\u00e7 f\u0131nd\u0131k \u00fcretiminin %13\u2019\u00fcn\u00fc<\/b> tek ba\u015f\u0131na ger\u00e7ekle\u015ftiriyor.<\/li>\n<\/ul>\n<p>Bu veriler, \u015firketin pazar \u00fczerindeki hakimiyetini ve operasyonel g\u00fcc\u00fcn\u00fc net bir \u015fekilde ortaya koyuyor.<\/p>\n<p>Ancak Balsu G\u0131da&#8217;n\u0131n b\u00fcy\u00fckl\u00fc\u011f\u00fc sadece f\u0131nd\u0131k i\u015fleme kapasitesiyle s\u0131n\u0131rl\u0131 de\u011fil. \u015eirketin resmi faaliyet alan\u0131, f\u0131nd\u0131\u011f\u0131n \u00e7ok \u00f6tesine uzanan geni\u015f bir g\u0131da ve teknoloji ekosistemini g\u00f6zler \u00f6n\u00fcne seriyor.<\/p>\n<p><b>5. F\u0131nd\u0131\u011f\u0131n \u00d6tesinde: Geni\u015f Bir G\u0131da ve Teknoloji Ekosistemi<\/b> \u015eirket, f\u0131nd\u0131k yan \u00fcr\u00fcnlerinden <b>biyolojik k\u00f6m\u00fcr (biochar), aktif karbon, odun sirkesi (wood vinegar) ve piroliz ya\u011f\u0131<\/b> gibi y\u00fcksek katma de\u011ferli mamuller \u00fcretme hedefini ta\u015f\u0131yor.<\/p>\n<p>Faaliyet alanlar\u0131 aras\u0131nda &#8220;\u00e7ikolata, \u015fekerleme, zirai mahsuller, hububat, bakliyat, su \u00fcr\u00fcnleri, ni\u015fasta, glikoz ve nebati hayvan yemleri&#8221; gibi \u00e7ok \u00e7e\u015fitli \u00fcr\u00fcnler de yer al\u0131yor. Bu \u00e7e\u015fitlilik, Balsu G\u0131da&#8217;n\u0131n geleneksel bir tar\u0131m \u00fcr\u00fcnleri i\u015fleyicisinden ziyade, Ar-Ge ve inovasyonu merkeze alan, gelece\u011fin g\u0131da teknoloji \u015firketi olarak konumland\u0131\u011f\u0131n\u0131 g\u00f6steriyor.<\/p>\n<p>Balsu G\u0131da, bir tar\u0131m \u00fcr\u00fcn\u00fcn\u00fc merkeze alarak; at\u0131\u011f\u0131 de\u011fere, yerel g\u00fcc\u00fc k\u00fcresel etkiye, ticareti ise toplumsal sorumlulu\u011fa d\u00f6n\u00fc\u015ft\u00fcren b\u00fct\u00fcnsel bir i\u015f modeli in\u015fa ediyor. \u015eirketin yolculu\u011fu, inovasyonun, s\u00fcrd\u00fcr\u00fclebilirli\u011fin ve cesur vizyonun, geleneksel bir sekt\u00f6rde bile s\u0131n\u0131rlar\u0131 nas\u0131l ortadan kald\u0131rabilece\u011finin canl\u0131 bir kan\u0131t\u0131d\u0131r.<\/p>\n<p>Bir dahaki sefere f\u0131nd\u0131kl\u0131 bir \u00e7ikolata yedi\u011finizde, o k\u00fc\u00e7\u00fck lezzetin arkas\u0131ndaki bu devasa teknolojik, k\u00fcresel ve etik yolculu\u011fu hat\u0131rlayacak m\u0131s\u0131n\u0131z?<\/p>\n<p>&nbsp;<\/p>\n<h1><span style=\"color: #0000ff;\">Balsu G\u0131da Sanayi ve Ticaret A.\u015e. Faaliyet Raporu Analizi ve Bilgilendirme Notu<\/span><\/h1>\n<h2>Y\u00f6netici \u00d6zeti<\/h2>\n<p>Bu belge, Balsu G\u0131da Sanayi ve Ticaret A.\u015e.&#8217;nin 30 Eyl\u00fcl 2025 tarihli Faaliyet Raporu ve ilgili finansal dok\u00fcmanlar\u0131na dayanarak haz\u0131rlanan kapsaml\u0131 bir analiz sunmaktad\u0131r. T\u00fcrkiye&#8217;nin en b\u00fcy\u00fck f\u0131nd\u0131k i\u015fleme kurulu\u015fu olan Balsu G\u0131da, k\u00f6kl\u00fc ge\u00e7mi\u015fini k\u00fcresel pazarlardaki varl\u0131\u011f\u0131yla birle\u015ftirmektedir. \u015eirket, f\u0131nd\u0131k yan \u00fcr\u00fcnlerinden y\u00fcksek katma de\u011ferli mamuller \u00fcretmeye y\u00f6nelik stratejik yat\u0131r\u0131mlarla b\u00fcy\u00fcme ve \u00e7e\u015fitlendirme oda\u011f\u0131n\u0131 net bir \u015fekilde ortaya koymaktad\u0131r.<\/p>\n<p><b>Temel Bulgular:<\/b><\/p>\n<ul>\n<li><b>Stratejik B\u00fcy\u00fcme ve \u00c7e\u015fitlendirme:<\/b> \u015eirket, iki b\u00fcy\u00fck stratejik yat\u0131r\u0131mla gelece\u011fini \u015fekillendirmektedir. \u015eili&#8217;de kurulmakta olan y\u0131ll\u0131k 20.000 ton kapasiteli entegre f\u0131nd\u0131k i\u015fleme tesisi, G\u00fcney Yar\u0131mk\u00fcre&#8217;deki pazar pay\u0131n\u0131 art\u0131rma hedefini desteklerken; f\u0131nd\u0131k kabu\u011fundan Aktif Karbon \u00fcretecek olan &#8220;Hendex&#8221; projesi, \u015firketi end\u00fcstriyel pazarlara ta\u015f\u0131yarak ve enerji ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131 sa\u011flayarak \u00f6nemli bir inovasyon ad\u0131m\u0131d\u0131r. Bu yat\u0131r\u0131mlar, \u015firketin uzun vadeli b\u00fcy\u00fcme potansiyelini g\u00fc\u00e7lendirmektedir.<\/li>\n<li><b>Finansal Durum:<\/b> 30 Eyl\u00fcl 2025 itibar\u0131yla \u015firketin toplam varl\u0131klar\u0131 21,17 milyar TL&#8217;ye ula\u015fm\u0131\u015ft\u0131r. Ancak, devam eden b\u00fcy\u00fck \u00f6l\u00e7ekli yat\u0131r\u0131mlar\u0131n etkisiyle, ilgili ara d\u00f6nemde -709,98 milyon TL net zarar a\u00e7\u0131klanm\u0131\u015ft\u0131r. Bu sonu\u00e7, bir \u00f6nceki y\u0131l\u0131n ayn\u0131 d\u00f6neminde kaydedilen 291,86 milyon TL&#8217;lik net kar ile tezat olu\u015fturmaktad\u0131r. \u015eirketin net borcu 11,19 milyar TL seviyesindedir ve br\u00fct kar marj\u0131 (%1,03) ile FAV\u00d6K marj\u0131 (%-10,72) bask\u0131 alt\u0131ndad\u0131r.<\/li>\n<li><b>Kurumsal Y\u00f6netim ve Pay Sahipleri:<\/b> \u015eirket, Sermaye Piyasas\u0131 Kurulu&#8217;nun Kurumsal Y\u00f6netim \u0130lkeleri&#8217;ne uyumlu, komitelerle desteklenen \u015feffaf bir y\u00f6netim yap\u0131s\u0131na sahiptir. Pay fiyat\u0131nda istikrar sa\u011flamak ve pay sahiplerinin menfaatlerini korumak amac\u0131yla 21 Mart 2025&#8217;te ba\u015flat\u0131lan pay geri al\u0131m program\u0131 kapsam\u0131nda \u00f6nemli miktarda hisse geri al\u0131nm\u0131\u015ft\u0131r.<\/li>\n<li><b>S\u00fcrd\u00fcr\u00fclebilirlik Taahh\u00fcd\u00fc:<\/b> Balsu G\u0131da, 2008 y\u0131l\u0131ndan bu yana \u00e7ocuk i\u015f\u00e7ili\u011fiyle m\u00fccadele ve aile temelli izlenebilirlik konular\u0131nda sekt\u00f6rdeki \u00f6nc\u00fc konumunu s\u00fcrd\u00fcrmektedir. Enerji t\u00fcketiminin %32&#8217;sini \u00e7at\u0131 GES projesinden kar\u015f\u0131lamas\u0131 ve Hendex projesiyle enerji ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131n\u0131 hedeflemesi, s\u00fcrd\u00fcr\u00fclebilirlik vizyonunun somut g\u00f6stergeleridir.<\/li>\n<\/ul>\n<h2>\u015eirket Profili ve Operasyonel Faaliyetler<\/h2>\n<h3>Tarih\u00e7e ve Kurumsal Kimlik<\/h3>\n<p>K\u00f6kleri 1979 y\u0131l\u0131na dayanan Balsu G\u0131da, Hasan Cuneyd Zapsu ve ailesi taraf\u0131ndan Almanya&#8217;dan f\u0131nd\u0131k ithalat\u0131yla faaliyetlerine ba\u015flam\u0131\u015ft\u0131r. 1985&#8217;te &#8220;Balsu G\u0131da Sanayi Anonim \u015eirketi&#8221; unvan\u0131n\u0131 alan \u015firket, \u00e7e\u015fitli kurumsalla\u015fma ad\u0131mlar\u0131n\u0131n ard\u0131ndan 2005 y\u0131l\u0131nda nihai olarak &#8220;Balsu G\u0131da Sanayi ve Ticaret A.\u015e.&#8221; unvan\u0131na kavu\u015fmu\u015ftur. \u015eirket, 20 \u015eubat 2025 tarihinde halka arz edilmi\u015f olup paylar\u0131 Borsa \u0130stanbul&#8217;da BALSU koduyla i\u015flem g\u00f6rmektedir. Halka a\u00e7\u0131kl\u0131k oran\u0131 %25&#8217;tir.<\/p>\n<table border=\"1\">\n<tbody>\n<tr>\n<td>Kurumsal Bilgiler<\/td>\n<td>Detay<\/td>\n<\/tr>\n<tr>\n<td><b>Ticaret \u00dcnvan\u0131<\/b><\/td>\n<td>Balsu G\u0131da Sanayi ve Ticaret A.\u015e.<\/td>\n<\/tr>\n<tr>\n<td><b>Adres<\/b><\/td>\n<td>Pa\u015fabah\u00e7e Mahallesi, Cemal Bey Sokak, No:11 Beykoz\/ \u0130stanbul<\/td>\n<\/tr>\n<tr>\n<td><b>Kurulu\u015f Tarihi<\/b><\/td>\n<td>27.02.2001<\/td>\n<\/tr>\n<tr>\n<td><b>Ticaret Sicil No<\/b><\/td>\n<td>454238-0 \u0130stanbul<\/td>\n<\/tr>\n<tr>\n<td><b>Kay\u0131tl\u0131 Sermaye Tavan\u0131<\/b><\/td>\n<td>5.000.000.000 TL<\/td>\n<\/tr>\n<tr>\n<td><b>\u00d6denmi\u015f Sermaye<\/b><\/td>\n<td>1.112.000.000 TL<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3>Faaliyet Alan\u0131 ve \u00dcr\u00fcnler<\/h3>\n<p>Balsu G\u0131da ve ba\u011fl\u0131 ortakl\u0131klar\u0131n\u0131n temel faaliyet konusu, f\u0131nd\u0131k i\u015fleme ve ticaretidir. \u015eirket, modern tesislerinde b\u00f6lgesel \u00fcreticilerden temin etti\u011fi f\u0131nd\u0131klar\u0131 i\u015fleyerek geni\u015f bir \u00fcr\u00fcn yelpazesi sunmaktad\u0131r.<\/p>\n<ul>\n<li><b>Ana \u00dcr\u00fcnler:<\/b> F\u0131nd\u0131k i\u00e7i, f\u0131nd\u0131k unu, gran\u00fcl f\u0131nd\u0131k, f\u0131nd\u0131k ezmesi.<\/li>\n<li><b>Katma De\u011ferli \u00dcr\u00fcnler:<\/b> F\u0131nd\u0131k yan \u00fcr\u00fcnlerinden (kabuk, zar, f\u0131nd\u0131k tozu) biyolojik k\u00f6m\u00fcr (biochar), aktif karbon, odun sirkesi, piroliz ya\u011f\u0131 gibi mamullerin \u00fcretimi.<\/li>\n<li><b>Di\u011fer Faaliyetler:<\/b> \u00c7ikolata, \u015fekerleme, zirai mahsuller, hububat, bakliyat ve nebati g\u0131da maddelerinin ticareti.<\/li>\n<\/ul>\n<h3>\u00dcretim Kapasitesi ve Tesisler<\/h3>\n<p>Balsu G\u0131da, T\u00fcrkiye&#8217;nin en b\u00fcy\u00fck f\u0131nd\u0131k i\u015fleme kapasitesine sahip kurulu\u015fudur.<\/p>\n<ul>\n<li><b>Hendek \/ Sakarya Tesisi:<\/b> G\u00fcnl\u00fck yakla\u015f\u0131k 700 ton k\u0131rma kapasitesine sahiptir.<\/li>\n<li><b>Ordu OSB Tesisi:<\/b> G\u00fcnl\u00fck yakla\u015f\u0131k 200 ton k\u0131rma kapasitesine sahiptir.<\/li>\n<li><b>\u015eili Tesisi:<\/b> \u0130n\u015faat a\u015famas\u0131ndad\u0131r ve y\u0131ll\u0131k 20.000 tonu a\u015fan i\u015fleme kapasitesine sahip olmas\u0131 hedeflenmektedir.<\/li>\n<\/ul>\n<h3>Pazar Konumu ve K\u00fcresel Varl\u0131k<\/h3>\n<p>2024 y\u0131l sonu itibar\u0131yla toplam 49 bin ton sat\u0131\u015f hacmiyle T\u00fcrkiye&#8217;nin i\u00e7 f\u0131nd\u0131k \u00fcretiminin %13&#8217;\u00fcn\u00fc tek ba\u015f\u0131na ger\u00e7ekle\u015ftiren Balsu G\u0131da, uluslararas\u0131 pazarlarda da g\u00fc\u00e7l\u00fc bir varl\u0131\u011fa sahiptir.<\/p>\n<ul>\n<li><b>\u015eubeler:<\/b> Hendek\/Sakarya, Alt\u0131nordu\/Ordu, Ak\u00e7akoca\/D\u00fczce, \u00dcnye\/Ordu.<\/li>\n<li><b>Uluslararas\u0131 Sat\u0131\u015f Ofisleri:<\/b> Oregon (ABD), M\u00fcnih (Almanya), Hong Kong, La Florida ve Pelarco (\u015eili).<\/li>\n<li><b>Ba\u011fl\u0131 Ortakl\u0131klar:<\/b> \u015eirketin ABD, Almanya, \u015eili ve \u00c7in Halk Cumhuriyeti&#8217;nde %100 oran\u0131nda sahipli\u011fe sahip oldu\u011fu ba\u011fl\u0131 ortakl\u0131klar\u0131 bulunmaktad\u0131r.<\/li>\n<\/ul>\n<h2>Stratejik Yat\u0131r\u0131mlar ve Projeler<\/h2>\n<h3>Balsu Industries Chile SPA (\u015eili Yat\u0131r\u0131m\u0131)<\/h3>\n<p>\u015eili&#8217;nin elveri\u015fli iklim ko\u015fullar\u0131 ve b\u00fcy\u00fcyen f\u0131nd\u0131k tar\u0131m\u0131n\u0131 stratejik bir f\u0131rsat olarak g\u00f6ren Balsu G\u0131da, bu \u00fclkede modern bir entegre f\u0131nd\u0131k i\u015fleme tesisi kurmaktad\u0131r.<\/p>\n<ul>\n<li><b>Hedef Kapasite:<\/b> Y\u0131ll\u0131k 20.000 tonu a\u015fan i\u015fleme kapasitesi.<\/li>\n<li><b>Zaman \u00c7izelgesi:<\/b> Tesisin 2026 y\u0131l\u0131 itibar\u0131yla faaliyete ge\u00e7mesi planlanmaktad\u0131r.<\/li>\n<li><b>Mevcut Durum:<\/b> Tesis arazisine ait ruhsatlar Nisan 2025&#8217;te al\u0131nm\u0131\u015f, projeler tamamlanm\u0131\u015f ve onaylanm\u0131\u015ft\u0131r. Makine sipari\u015flerinin yakla\u015f\u0131k %60&#8217;\u0131 tamamlanm\u0131\u015f olup, 2025&#8217;in son \u00e7eyre\u011finde sevkiyat ve montaj\u0131n ba\u015flamas\u0131 hedeflenmektedir.<\/li>\n<\/ul>\n<h3>Hendex Aktif Karbon Yat\u0131r\u0131m\u0131<\/h3>\n<p>Bu proje, Balsu G\u0131da&#8217;n\u0131n f\u0131nd\u0131k kabu\u011funu y\u00fcksek katma de\u011ferli bir end\u00fcstriyel \u00fcr\u00fcne d\u00f6n\u00fc\u015ft\u00fcrerek hem s\u00fcrd\u00fcr\u00fclebilirlik hem de k\u00e2rl\u0131l\u0131k hedeflerine hizmet eden en \u00f6nemli stratejik ad\u0131m\u0131d\u0131r.<\/p>\n<ul>\n<li><b>\u00dcr\u00fcn ve Teknoloji:<\/b> Patentli y\u00fcksek teknoloji kullan\u0131larak f\u0131nd\u0131k kabu\u011fundan &#8220;Hendex&#8221; markas\u0131yla Aktif Karbon \u00fcretimi.<\/li>\n<li><b>Hedef Sekt\u00f6rler:<\/b> K\u0131ymetli metal, otomotiv, enerji depolama, g\u0131da, ila\u00e7, tekstil, maden, elektronik ve savunma sanayii.<\/li>\n<li><b>Kapasite:<\/b> Y\u0131ll\u0131k 100 bin tonun \u00fczerinde f\u0131nd\u0131k kabu\u011fu i\u015flenerek, 2026-2028 d\u00f6neminde y\u0131ll\u0131k 20 bin tonu a\u015fan Aktif Karbon \u00fcretim kapasitesine ula\u015f\u0131lmas\u0131 hedeflenmektedir.<\/li>\n<li><b>Enerji Ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131:<\/b> \u00dcretimden a\u00e7\u0131\u011fa \u00e7\u0131kan sentez gaz\u0131ndan yenilenebilir enerji \u00fcretilerek, Balsu G\u0131da <b>&#8220;d\u00fcnyan\u0131n ilk ve tek enerji ba\u011f\u0131ms\u0131z f\u0131nd\u0131k kurulu\u015fu&#8221;<\/b> olacakt\u0131r.<\/li>\n<li><b>Devlet Te\u015fvi\u011fi:<\/b> Proje i\u00e7in al\u0131nan te\u015fvik tutar\u0131, 01.05.2025&#8217;te yap\u0131lan revizyonla <b>3.074.244.037 TL<\/b>&#8216;ye y\u00fckseltilmi\u015ftir.<\/li>\n<\/ul>\n<h3>S\u00fcrd\u00fcr\u00fclebilir Enerji ve Verimlilik Projeleri<\/h3>\n<ul>\n<li><b>\u00c7at\u0131 GES Projesi:<\/b> Toplam 1.919 MWp kurulu g\u00fcce ula\u015fan \u00e7at\u0131 g\u00fcne\u015f enerji sistemi, \u015firketin enerji t\u00fcketiminin ortalama <b>%32<\/b>&#8216;sini kar\u015f\u0131lamaktad\u0131r.<\/li>\n<li><b>Enerji Tasarrufu:<\/b> Verimsiz ekipmanlar\u0131n de\u011fi\u015fimi, rehabilitasyon ve proses d\u00fczenleme gibi y\u00f6ntemlerle enerji verimlili\u011fi art\u0131r\u0131lmaktad\u0131r.<\/li>\n<\/ul>\n<h3>Pay Geri Al\u0131m Program\u0131<\/h3>\n<p>\u015eirket, pay fiyat\u0131n\u0131n ger\u00e7ek performans\u0131 yans\u0131tmas\u0131n\u0131 sa\u011flamak ve pay sahiplerinin menfaatlerini korumak amac\u0131yla 21 Mart 2025 tarihinde bir pay geri al\u0131m program\u0131 ba\u015flatm\u0131\u015ft\u0131r.<\/p>\n<table border=\"1\">\n<tbody>\n<tr>\n<td>Tarih Aral\u0131\u011f\u0131<\/td>\n<td>Fiyat Aral\u0131\u011f\u0131 (TL)<\/td>\n<td>Geri Al\u0131nan Pay (Adet)<\/td>\n<td>Toplam Geri Al\u0131nan Pay (Adet)<\/td>\n<td>Sermayeye Oran\u0131 (%)<\/td>\n<\/tr>\n<tr>\n<td>24.03.2025<\/td>\n<td>14,18 \u2013 14,95<\/td>\n<td>460.000<\/td>\n<td>460.000<\/td>\n<td>%0,04137<\/td>\n<\/tr>\n<tr>\n<td>27.03.2025<\/td>\n<td>14,72 \u2013 14,92<\/td>\n<td>353.713<\/td>\n<td>813.713<\/td>\n<td>%0,07318<\/td>\n<\/tr>\n<tr>\n<td>08.04.2025<\/td>\n<td>15,25 \u2013 16,13<\/td>\n<td>770.647<\/td>\n<td>1.584.360<\/td>\n<td>%0,14248<\/td>\n<\/tr>\n<tr>\n<td>21.04.2025<\/td>\n<td>16,27 \u2013 16,51<\/td>\n<td>478.118<\/td>\n<td>2.062.478<\/td>\n<td>%0,18547<\/td>\n<\/tr>\n<tr>\n<td>02.05.2025<\/td>\n<td>16,06 \u2013 16,86<\/td>\n<td>1.087.522<\/td>\n<td><b>3.150.000<\/b><\/td>\n<td><b>%0,28327<\/b><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>Finansal Performans ve G\u00f6stergeler<\/h2>\n<p>30 Eyl\u00fcl 2025 itibar\u0131yla TMS 29 (Y\u00fcksek Enflasyonlu Ekonomilerde Finansal Raporlama) standard\u0131na g\u00f6re d\u00fczeltilmi\u015f finansal veriler, \u015firketin b\u00fcy\u00fck bir yat\u0131r\u0131m d\u00f6neminden ge\u00e7ti\u011fini g\u00f6stermektedir.<\/p>\n<h3>\u00d6nemli Finansal Veriler (30.09.2025)<\/h3>\n<table border=\"1\">\n<tbody>\n<tr>\n<td>Finansal G\u00f6sterge<\/td>\n<td>De\u011fer (TL)<\/td>\n<\/tr>\n<tr>\n<td><b>Toplam Varl\u0131klar<\/b><\/td>\n<td>21.174.567.793<\/td>\n<\/tr>\n<tr>\n<td><b>\u00d6zkaynaklar<\/b><\/td>\n<td>3.771.164.526<\/td>\n<\/tr>\n<tr>\n<td><b>Sat\u0131\u015flar (01.07-30.09)<\/b><\/td>\n<td>1.947.197.645<\/td>\n<\/tr>\n<tr>\n<td><b>Br\u00fct K\u00e2r<\/b><\/td>\n<td>20.118.008<\/td>\n<\/tr>\n<tr>\n<td><b>Br\u00fct K\u00e2r Marj\u0131<\/b><\/td>\n<td>%1,03<\/td>\n<\/tr>\n<tr>\n<td><b>FAV\u00d6K<\/b><\/td>\n<td>-208.774.012<\/td>\n<\/tr>\n<tr>\n<td><b>FAV\u00d6K Marj\u0131<\/b><\/td>\n<td>%-10,72<\/td>\n<\/tr>\n<tr>\n<td><b>D\u00f6nem Net Zarar\u0131<\/b><\/td>\n<td>-709.979.212<\/td>\n<\/tr>\n<tr>\n<td><b>Net K\u00e2r Marj\u0131<\/b><\/td>\n<td>%-36,46<\/td>\n<\/tr>\n<tr>\n<td><b>Net Bor\u00e7<\/b><\/td>\n<td>11.192.384.107<\/td>\n<\/tr>\n<tr>\n<td><b>Cari Oran<\/b><\/td>\n<td>1,1<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3>Finansal Durum De\u011ferlendirmesi<\/h3>\n<ul>\n<li><b>Bilan\u00e7o:<\/b> Toplam varl\u0131klar, bir \u00f6nceki y\u0131l\u0131n ayn\u0131 d\u00f6nemine (8,63 milyar TL) k\u0131yasla \u00f6nemli bir art\u0131\u015f g\u00f6stermi\u015ftir. Bu art\u0131\u015f, b\u00fcy\u00fck \u00f6l\u00e7\u00fcde stoklar (13,71 milyar TL) ve maddi duran varl\u0131klardaki (3,51 milyar TL) b\u00fcy\u00fcmeden kaynaklanmaktad\u0131r. Bu durum, devam eden yat\u0131r\u0131mlar\u0131 ve artan operasyonel hacmi yans\u0131tmaktad\u0131r. Y\u00fck\u00fcml\u00fcl\u00fckler taraf\u0131nda ise k\u0131sa vadeli bor\u00e7lanmalar\u0131n (9,02 milyar TL) art\u0131\u015f\u0131 dikkat \u00e7ekmektedir.<\/li>\n<li><b>Gelir Tablosu:<\/b> 01.07.2025 &#8211; 30.09.2025 d\u00f6neminde 1,94 milyar TL has\u0131lat elde edilmesine ra\u011fmen, sat\u0131\u015flar\u0131n maliyetinin y\u00fcksekli\u011fi (%98,9) nedeniyle br\u00fct k\u00e2rl\u0131l\u0131k olduk\u00e7a d\u00fc\u015f\u00fck kalm\u0131\u015ft\u0131r. Y\u00fcksek genel y\u00f6netim ve pazarlama giderleri ile 815,9 milyon TL&#8217;lik finansman giderleri, d\u00f6nemin 709,98 milyon TL zararla kapanmas\u0131na neden olmu\u015ftur. Bu, \u00f6nceki y\u0131l\u0131n ayn\u0131 d\u00f6nemindeki 291,86 milyon TL&#8217;lik net k\u00e2ra k\u0131yasla ciddi bir d\u00fc\u015f\u00fc\u015f\u00fc ifade etmektedir.<\/li>\n<\/ul>\n<h2>Kurumsal Y\u00f6netim ve Yap\u0131<\/h2>\n<h3>Ortakl\u0131k Yap\u0131s\u0131 ve Y\u00f6netim Kurulu<\/h3>\n<p>30 Eyl\u00fcl 2025 itibar\u0131yla \u015firketin ortakl\u0131k yap\u0131s\u0131 BG Holding A.\u015e.&#8217;nin \u00e7o\u011funluk kontrol\u00fc alt\u0131ndad\u0131r.<\/p>\n<ul>\n<li><b>BG Holding A.\u015e. (A ve B Grubu):<\/b> %74,99<\/li>\n<li><b>Halka A\u00e7\u0131k K\u0131s\u0131m:<\/b> %25,00<\/li>\n<\/ul>\n<p>6 \u00fcyeden olu\u015fan Y\u00f6netim Kurulu&#8217;nun 2&#8217;si ba\u011f\u0131ms\u0131z \u00fcyedir. Kurul, 2 y\u0131l s\u00fcreyle g\u00f6rev yapmak \u00fczere se\u00e7ilmi\u015ftir.<\/p>\n<ul>\n<li><b>Y\u00f6netim Kurulu Ba\u015fkan\u0131:<\/b> Hasan Cuneyd ZAPSU<\/li>\n<li><b>Y\u00f6netim Kurulu Ba\u015fkan Vekili, COO:<\/b> Muzaffer TAV\u0130LO\u011eLU<\/li>\n<li><b>Y\u00f6netim Kurulu \u00dcyesi, CEO:<\/b> Ahmet Bilge ANBARLILAR<\/li>\n<\/ul>\n<h3>Organizasyon \u015eemas\u0131 ve Komiteler<\/h3>\n<p>\u015eirket, Y\u00f6netim Kurulu&#8217;na ba\u011fl\u0131 CEO taraf\u0131ndan y\u00f6netilen profesyonel bir organizasyon yap\u0131s\u0131na sahiptir. Y\u00f6netim Kurulu&#8217;na do\u011frudan ba\u011fl\u0131 olarak \u00e7al\u0131\u015fan \u00fc\u00e7 \u00f6nemli komite bulunmaktad\u0131r:<\/p>\n<ol>\n<li><b>Denetimden Sorumlu Komite:<\/b> Finansal raporlama, ba\u011f\u0131ms\u0131z denetim ve i\u00e7 kontrol sisteminin g\u00f6zetiminden sorumludur. Ba\u015fkanl\u0131\u011f\u0131n\u0131 ba\u011f\u0131ms\u0131z \u00fcye Ali Cemil TANER y\u00fcr\u00fctmektedir.<\/li>\n<li><b>Kurumsal Y\u00f6netim Komitesi:<\/b> Kurumsal y\u00f6netim ilkelerinin uygulanmas\u0131n\u0131 g\u00f6zetir, Aday G\u00f6sterme ve \u00dccret Komitelerinin g\u00f6revlerini de yerine getirir. Ba\u015fkanl\u0131\u011f\u0131n\u0131 ba\u011f\u0131ms\u0131z \u00fcye Ali Cemil TANER y\u00fcr\u00fctmektedir.<\/li>\n<li><b>Riskin Erken Saptanmas\u0131 Komitesi:<\/b> \u015eirketin varl\u0131\u011f\u0131n\u0131 ve geli\u015fimini tehlikeye atabilecek risklerin erken te\u015fhisi ve y\u00f6netimiyle ilgili \u00e7al\u0131\u015fmalar yapar. Ba\u015fkanl\u0131\u011f\u0131n\u0131 ba\u011f\u0131ms\u0131z \u00fcye Ali Cemil TANER y\u00fcr\u00fctmektedir.<\/li>\n<\/ol>\n<h3>Temel Kurumsal Politikalar<\/h3>\n<p>Balsu G\u0131da, faaliyetlerini kamuya a\u00e7\u0131klanm\u0131\u015f, \u015feffaf ve belirli ilkelere dayal\u0131 politikalar \u00e7er\u00e7evesinde y\u00fcr\u00fctmektedir. Bu politikalar aras\u0131nda Bilgilendirme Politikas\u0131, S\u00fcrd\u00fcr\u00fclebilirlik Politikas\u0131, K\u00e2r Da\u011f\u0131t\u0131m Politikas\u0131 (da\u011f\u0131t\u0131labilir net k\u00e2r\u0131n en az %15&#8217;ini da\u011f\u0131tma hedefi), Ba\u011f\u0131\u015f ve Yard\u0131m Politikas\u0131 ile \u00dccretlendirme Politikas\u0131 bulunmaktad\u0131r.<\/p>\n<h2>S\u00fcrd\u00fcr\u00fclebilirlik ve Vizyon<\/h2>\n<h3>Etik Tedarik ve Sosyal Sorumluluk<\/h3>\n<p>Balsu G\u0131da, s\u00fcrd\u00fcr\u00fclebilirli\u011fi kurumsal kimli\u011finin merkezine yerle\u015ftirmi\u015ftir. 2008 y\u0131l\u0131ndan bu yana <b>\u00e7ocuk i\u015f\u00e7ili\u011fi ve aile temelli izlenebilirlik<\/b> konular\u0131na odaklanarak sekt\u00f6rde \u00f6nc\u00fc ve tek \u015firket olma \u00f6zelli\u011fini ta\u015f\u0131maktad\u0131r. Etik tedarik ilkeleriyle 10.000&#8217;den fazla \u00fcretici\/toptanc\u0131ya do\u011frudan eri\u015fim sa\u011flamaktad\u0131r.<\/p>\n<h3>Vizyon ve Misyon<\/h3>\n<p>\u015eirketin vizyonu, <b>&#8220;S\u00fcrd\u00fcr\u00fclebilirlik, kalite ve inovasyon ekseninde, f\u0131nd\u0131kta k\u00fcresel \u00f6l\u00e7ekte lider bir marka olmay\u0131 s\u00fcrd\u00fcrmektir.&#8221;<\/b><\/p>\n<p>Misyonu ise, &#8220;D\u00fcnyan\u0131n en se\u00e7kin \u00e7ikolata ve \u015fekerleme \u00fcreticilerini m\u00fc\u015fterileri aras\u0131nda bulunduran Balsu G\u0131da, \u00fcreticilerden ba\u015flayan de\u011fer zincirinde; izlenebilirlik, sorumlu tedarik, teknolojik \u00fcretim, kurumsal sosyal sorumluluk ve s\u00fcrd\u00fcr\u00fclebilir tar\u0131m ilkeleriyle y\u00fcksek katma de\u011ferli f\u0131nd\u0131k \u00fcr\u00fcnleri sunmay\u0131&#8221; i\u00e7ermektedir.<\/p>\n<button class=\"simplefavorite-button\" data-postid=\"514\" data-siteid=\"1\" data-groupid=\"1\" data-favoritecount=\"0\" style=\"\">Favorile <i class=<\/button>","protected":false},"excerpt":{"rendered":"<p>Bir F\u0131nd\u0131k Devi Hakk\u0131nda Muhtemelen Bilmedi\u011finiz 5 Ger\u00e7ek Hayat\u0131m\u0131z\u0131n her k\u00f6\u015fesinde kar\u015f\u0131m\u0131za \u00e7\u0131kan f\u0131nd\u0131k, \u00e7ikolatalar\u0131n ve tatl\u0131lar\u0131n vazge\u00e7ilmez lezzetidir. Peki, bu basit kuruyemi\u015fin arkas\u0131nda ne kadar b\u00fcy\u00fck, yenilik\u00e7i ve k\u00fcresel bir operasyon olabilece\u011fini hi\u00e7 d\u00fc\u015f\u00fcnd\u00fcn\u00fcz m\u00fc? T\u00fcrkiye&#8217;nin \u00f6nde gelen g\u0131da&#8230; <\/p>\n","protected":false},"author":1,"featured_media":516,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[112],"class_list":["post-514","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-bilancoanalizi","tag-balsu"],"_links":{"self":[{"href":"https:\/\/tabildot.com.tr\/marketrisk\/wp-json\/wp\/v2\/posts\/514","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\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tabildot.com.tr\/marketrisk\/wp-json\/wp\/v2\/comments?post=514"}],"version-history":[{"count":2,"href":"https:\/\/tabildot.com.tr\/marketrisk\/wp-json\/wp\/v2\/posts\/514\/revisions"}],"predecessor-version":[{"id":517,"href":"https:\/\/tabildot.com.tr\/marketrisk\/wp-json\/wp\/v2\/posts\/514\/revisions\/517"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tabildot.com.tr\/marketrisk\/wp-json\/wp\/v2\/media\/516"}],"wp:attachment":[{"href":"https:\/\/tabildot.com.tr\/marketrisk\/wp-json\/wp\/v2\/media?parent=514"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tabildot.com.tr\/marketrisk\/wp-json\/wp\/v2\/categories?post=514"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tabildot.com.tr\/marketrisk\/wp-json\/wp\/v2\/tags?post=514"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}