{"id":73,"date":"2026-06-12T19:14:20","date_gmt":"2026-06-12T16:14:20","guid":{"rendered":"https:\/\/tabildot.com.tr\/tv\/?p=73"},"modified":"2026-06-12T19:32:08","modified_gmt":"2026-06-12T16:32:08","slug":"%f0%9f%94%b5-doas-2026-03-faaliyet-raporu-analizi-dogus-otomotiv-servis-ve-ticaret-a-s-dogus-otomotiv-ne","status":"publish","type":"post","link":"https:\/\/tabildot.com.tr\/tv\/arsivler\/73","title":{"rendered":"\ud83d\udd35 DOAS 2026-03 Faaliyet Raporu Analizi | Do\u011fu\u015f Otomotiv Servis ve Ticaret A.\u015e. (Do\u011fu\u015f Otomotiv Ne&#8230;"},"content":{"rendered":"<p><iframe loading=\"lazy\" title=\"\ud83d\udd35 DOAS 2026-03 Faaliyet Raporu Analizi | Do\u011fu\u015f Otomotiv Servis ve Ticaret A.\u015e. (Do\u011fu\u015f Otomotiv Ne...\" width=\"858\" height=\"644\" src=\"https:\/\/www.youtube.com\/embed\/XSRfO04tmXA?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<p>https:\/\/tabildot.com.tr\/marketrisk\/2510 Do\u011fu\u015f Otomotiv Neden Yar\u0131 Fiyat\u0131na Sat\u0131l\u0131yor Do\u011fu\u015f Otomotiv 2026 Birinci \u00c7eyrek Faaliyet Raporu \u00d6ne \u00c7\u0131kan Ba\u015fl\u0131klar \u2022 Do\u011fu\u015f Otomotiv 2026 y\u0131l\u0131n\u0131n ilk \u00e7eyre\u011finde pazar\u0131n %3 daralmas\u0131na ra\u011fmen sat\u0131\u015f adetlerini %8 art\u0131rarak 32.380 seviyesine ula\u015ft\u0131rd\u0131 \u2022 \u015eirketin 2026 y\u0131l\u0131 i\u00e7in toplam yat\u0131r\u0131m harcamas\u0131 hedefi dijitalle\u015fme, mobilite ve s\u00fcrd\u00fcr\u00fclebilirlik odakl\u0131 olarak 5,2 milyar TL olarak belirlendi \u2022 2026 y\u0131l sonu itibar\u0131yla T\u00fcrkiye toplam otomotiv pazar\u0131n\u0131n 1,2 milyon adet, \u015firket sat\u0131\u015flar\u0131n\u0131n ise (\u0160koda hari\u00e7) 117 bin adet olmas\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor \u2022 Mart 2026&#8217;da yap\u0131lan Genel Kurul toplant\u0131s\u0131nda toplam 6,6 milyar TL nakit temett\u00fc da\u011f\u0131t\u0131lmas\u0131 karar\u0131 al\u0131nd\u0131 \u2022 \u015eirket b\u00fcnyesinde kurulan Yapay Zeka M\u00fckemmeliyet Merkezi (AI CoE) ile yapay zeka \u00e7\u00f6z\u00fcmleri kurumsal ve \u00f6l\u00e7eklenebilir bir yap\u0131ya ta\u015f\u0131nd\u0131 \u2022 Birinci \u00e7eyrekte toplam has\u0131lat 49,6 milyar TL, net d\u00f6nem kar\u0131 ise 564,1 milyon TL olarak kaydedildi \u2022 S\u00fcrd\u00fcr\u00fclebilirlik hedefleri kapsam\u0131nda T\u00fcrkiye S\u00fcrd\u00fcr\u00fclebilirlik Standartlar\u0131 (TSRS) uyumlu raporlama \u00e7al\u0131\u015fmalar\u0131 devam ediyor \u2022 Dijital d\u00f6n\u00fc\u015f\u00fcm stratejisi do\u011frultusunda 2026&#8217;n\u0131n ilk \u00fc\u00e7 ay\u0131nda 39 proje tamamlan\u0131rken 76 projenin geli\u015ftirme s\u00fcreci s\u00fcr\u00fcyor Do\u011fu\u015f Otomotiv Servis ve Ticaret A.\u015e. i\u00e7in 08 Haziran 2026 itibar\u0131yla payla\u015f\u0131lan 182,20 TL hisse fiyat\u0131 ve 2026 y\u0131l\u0131n\u0131n ilk \u00e7eyrek faaliyet raporu verileri \u0131\u015f\u0131\u011f\u0131nda haz\u0131rlanan finansal analiz ve oranlar a\u015fa\u011f\u0131da yer almaktad\u0131r Hesaplanan Kritik Finansal Oranlar ve Veriler \u2022 Piyasa De\u011feri: 40.084.000.000 TL (182,20 TL x 220.000.000 toplam hisse adedi) \u2022 Net D\u00f6nem Kar\u0131 (2026 Q1): 564.104.000 TL \u2022 Y\u0131ll\u0131k Net Kar De\u011fi\u015fimi: -%25 (Ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemindeki 747,1 Milyon TL&#8217;ye g\u00f6re) \u2022 Fiyat\/Kazan\u00e7 (F\/K) Oran\u0131: 17,76 (2026 ilk \u00e7eyrek kar\u0131n\u0131n y\u0131ll\u0131kland\u0131r\u0131lm\u0131\u015f bazda 2,25 Milyar TL olaca\u011f\u0131 varsay\u0131m\u0131yla) \u2022 Defter De\u011feri: 312,98 TL (68.855.302.000 TL toplam \u00f6zkaynak \/ 220.000.000 hisse) \u2022 Piyasa De\u011feri \/ Defter De\u011feri (PD\/DD): 0,58 \u2022 Net Bor\u00e7: 27.581.721.000 TL (Nette bor\u00e7lu pozisyon) \u2022 Firma De\u011feri: 67.665.721.000 TL (Piyasa De\u011feri + Net Bor\u00e7) \u2022 \u00d6zkaynak Karl\u0131l\u0131\u011f\u0131 (ROE &#8211; \u00c7eyreklik): %0,82 De\u011fi\u015fim Analizi ve Finansal Tart\u0131\u015fma \u2022 De\u011ferleme Analizi (PD\/DD ve F\/K): \u015eirket 182,20 TL&#8217;lik fiyat\u0131yla 312,98 TL olan defter de\u011ferinin olduk\u00e7a alt\u0131nda, yani 0,58 PD\/DD oran\u0131yla i\u015flem g\u00f6rmektedir Bu durum piyasan\u0131n \u015firketin varl\u0131klar\u0131n\u0131 maliyet de\u011ferinin yakla\u015f\u0131k %42 alt\u0131nda fiyatlad\u0131\u011f\u0131n\u0131 g\u00f6stermektedir Ancak y\u0131ll\u0131kland\u0131r\u0131lm\u0131\u015f F\/K oran\u0131n\u0131n 17,76 seviyesine y\u00fckselmesi, net kardaki %25&#8217;lik d\u00fc\u015f\u00fc\u015f\u00fcn piyasa taraf\u0131ndan risk olarak alg\u0131land\u0131\u011f\u0131na i\u015faret etmektedir \u2022 Net Bor\u00e7 ve Finansman Yap\u0131s\u0131: \u015eirketin toplam 144,4 Milyar TL&#8217;lik varl\u0131klar\u0131n\u0131n yakla\u015f\u0131k %47,7&#8217;si \u00f6zkaynaklar ile, %52,3&#8217;\u00fc ise bor\u00e7lar ve y\u00fck\u00fcml\u00fcl\u00fckler ile finanse edilmektedir Finansal bor\u00e7lar bir \u00f6nceki y\u0131l sonuna g\u00f6re %3 azalarak 32,8 Milyar TL&#8217;ye gerilese de nakit varl\u0131klardaki %15&#8217;lik d\u00fc\u015f\u00fc\u015f nedeniyle net bor\u00e7 pozisyonu 27,5 Milyar TL seviyesinde yatay kalm\u0131\u015ft\u0131r \u2022 Karl\u0131l\u0131k ve Sat\u0131\u015f Performans\u0131: Has\u0131lat\u0131n y\u0131ll\u0131k bazda %10, br\u00fct kar\u0131n ise %26 oran\u0131nda gerilemesi operasyonel marjlarda bask\u0131 oldu\u011funu kan\u0131tlamaktad\u0131r Br\u00fct kar marj\u0131 %16,17&#8217;den %13,30&#8217;a d\u00fc\u015ferken, esas faaliyet kar\u0131ndaki %36&#8217;l\u0131k sert d\u00fc\u015f\u00fc\u015f maliyet y\u00f6netiminin zorla\u015ft\u0131\u011f\u0131n\u0131 g\u00f6stermektedir Buna ra\u011fmen toplam otomotiv pazar\u0131n\u0131n %3 darald\u0131\u011f\u0131 bir ortamda \u015firketin sat\u0131\u015f adetlerini %8 art\u0131rmas\u0131 pazar pay\u0131 kazan\u0131m\u0131 a\u00e7\u0131s\u0131ndan pozitif bir ayr\u0131\u015fmad\u0131r \u2022 \u00d6zkaynaklardaki De\u011fi\u015fim: \u00d6zkaynaklar 2025 y\u0131l sonuna g\u00f6re %8 azalm\u0131\u015ft\u0131r Bu d\u00fc\u015f\u00fc\u015f\u00fcn temel nedeni operasyonel bir kay\u0131p de\u011fil, Mart 2026&#8217;da genel kurulda kararla\u015ft\u0131r\u0131lan ve \u015firketin kasas\u0131ndan nakit \u00e7\u0131k\u0131\u015f\u0131na yol a\u00e7acak olan 6,6 Milyar TL&#8217;lik dev temett\u00fc \u00f6demesidir \u2022 Di\u011fer \u00d6nemli Oranlar: \u015eirketin net kar marj\u0131 %1,36&#8217;dan %1,14&#8217;e gerilemi\u015ftir Bu d\u00fc\u015f\u00fck marj yap\u0131s\u0131 otomotiv ithalat\u00e7\u0131s\u0131 kimli\u011fi ve y\u00fcksek finansman giderlerinden kaynaklanmaktad\u0131r Yat\u0131r\u0131mc\u0131lar i\u00e7in en kritik veri 5,2 Milyar TL&#8217;lik dev CAPEX (Yat\u0131r\u0131m Harcamas\u0131) hedefidir; bu yat\u0131r\u0131m\u0131n dijitalle\u015fme ve mobilite alan\u0131nda orta vadede verimlili\u011fi art\u0131rmas\u0131 beklenmektedir<\/p>\n","protected":false},"excerpt":{"rendered":"<p>https:\/\/tabildot.com.tr\/marketrisk\/2510 Do\u011fu\u015f Otomotiv Neden Yar\u0131 Fiyat\u0131na Sat\u0131l\u0131yor Do\u011fu\u015f Otomotiv 2026 Birinci \u00c7eyrek Faaliyet Raporu \u00d6ne \u00c7\u0131kan Ba\u015fl\u0131klar \u2022 Do\u011fu\u015f Otomotiv 2026 y\u0131l\u0131n\u0131n ilk \u00e7eyre\u011finde pazar\u0131n %3 daralmas\u0131na ra\u011fmen sat\u0131\u015f adetlerini %8 art\u0131rarak 32.380 seviyesine ula\u015ft\u0131rd\u0131 \u2022 \u015eirketin 2026 y\u0131l\u0131 i\u00e7in&#8230; <\/p>\n","protected":false},"author":2,"featured_media":74,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[11],"class_list":["post-73","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-risk","tag-doas"],"_links":{"self":[{"href":"https:\/\/tabildot.com.tr\/tv\/wp-json\/wp\/v2\/posts\/73","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tabildot.com.tr\/tv\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tabildot.com.tr\/tv\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tabildot.com.tr\/tv\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/tabildot.com.tr\/tv\/wp-json\/wp\/v2\/comments?post=73"}],"version-history":[{"count":1,"href":"https:\/\/tabildot.com.tr\/tv\/wp-json\/wp\/v2\/posts\/73\/revisions"}],"predecessor-version":[{"id":75,"href":"https:\/\/tabildot.com.tr\/tv\/wp-json\/wp\/v2\/posts\/73\/revisions\/75"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tabildot.com.tr\/tv\/wp-json\/wp\/v2\/media\/74"}],"wp:attachment":[{"href":"https:\/\/tabildot.com.tr\/tv\/wp-json\/wp\/v2\/media?parent=73"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tabildot.com.tr\/tv\/wp-json\/wp\/v2\/categories?post=73"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tabildot.com.tr\/tv\/wp-json\/wp\/v2\/tags?post=73"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}