SRE

Sempra Energy

DOUBTFUL — METHODS DIFFERstock

Is SRE Halal?

Utility — permissible energy delivery with high debt.

What You Should Know

Sempra's March 31, 2026 filing reports debt/assets of 30.44%, liquidity/assets of 0.70%, receivables plus cash/assets of 2.32% and disclosed interest income/revenue of 1.09%; the examined financial ratios pass, but the result is methodology-dependent because LNG, infrastructure, regulated assets and activity revenue require qualitative review.

⚠️ Concerns

  • Debt is near the examined 33% thresholds
  • LNG and energy-infrastructure activities
  • Nuclear-decommissioning and disposal-group assets excluded from liquidity
  • No quantified prohibited-activity numerator

Current quantitative Sharia screen

Based on 10-Q figures for the period ended 2026-03-31; calculated 2026-07-14.

USD · millions
Interest-bearing debt / assets
30.44%Within limit
Below 33.333% under FTSE Yasaar

34,555 / 113,518

Cash + interest-bearing securities / assets
0.70%Within limit
Below 33.333% under FTSE Yasaar

794 / 113,518

Receivables + cash / assets
2.32%Within limit
Below 50% under FTSE Yasaar

2,635 / 113,518

Non-compliant income / revenue
1.09%Within limit
No more than 5% under FTSE Yasaar

40 / 3,655

FTSE Yasaar
v4.6, February 2026
Financial
Pass
Overall
Incomplete

Debt is 30.44%, liquidity is 0.70%, receivables plus cash are 2.32% and disclosed interest income is 1.09%, below the examined limits; business activity remains incomplete.

MSCI Islamic (total-assets series)
October 2024 methodology
Financial
Pass
Overall
Incomplete

Debt, liquidity and receivables-plus-cash are 30.44%, 0.70% and 2.32%, below the examined 33.33% total-assets limits; this is not an index-membership claim.

Malaysia SAC financial ratios
single 5% activity benchmark adopted November 2025
Financial
Pass
Overall
Incomplete

Debt and identifiable liquidity are 30.44% and 0.70%, below the examined 33% limits; this is a calculation against SAC ratios, not an official classification.

Market-cap denominator methods
MSCI M-Series, S&P and Dow Jones methods differ
Financial
Not calculated
Overall
Not calculated

A properly licensed and reproducible 24- or 36-month issuer market-cap history is not stored, so market-cap methods are not estimated from a current spot price.

Business-activity disclosure

Sempra provides gas and electric utility services and infrastructure, generally permissible in principle. LNG and energy-infrastructure projects, regulated assets, disposal groups and financing arrangements require qualitative review, and the filing does not provide a reproducible prohibited-activity numerator.

Limitation: The filing does not quantify a scholar-specific prohibited-revenue numerator for LNG, energy-related businesses, financing or utility activities; this result is methodology-dependent rather than an official Sharia classification.

Purification

Disclosed interest income is 1.09% of quarterly revenue, but ZakatInvest does not prescribe a fixed scholar-approved purification percentage and the business-activity numerator remains incomplete.

Inputs, assumptions and primary sources
  • Interest-bearing debt combines 3,708 of short-term debt, 1,878 of current long-term debt and 30,847 of long-term debt and finance leases.
  • Cash and cash equivalents are 794. Nuclear-decommissioning trust debt securities and other restricted or held-for-sale instruments are excluded from unrestricted interest-bearing securities.
  • Receivables combine 1,604 of trade receivables, 203 of other receivables and 34 due from unconsolidated affiliates; quarterly consolidated revenue is 3,655.
  • The filing reports 40 of consolidated interest income, or 1.09% of quarterly revenue. No school-specific prohibited-revenue numerator is disclosed.
  • Assets held for sale, regulatory assets and trust assets are not treated as unrestricted liquidity.

This is a reproducible financial screen, not a fatwa. A failed total-assets screen can coexist with a pass under a market-cap methodology. ZakatInvest keeps the qualitative assessment separate so numerical thresholds do not erase material context.

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