Stanmore Resources

Indian Urbanization And Low-Capex Projects Will Boost Seaborne Coal Demand

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

10 Mar 25

Updated

10 Oct 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-23.8%

7D

7.4%

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1Y

-23.8%

7D

7.4%

You can edit this narrative until Oct 11 11:05 AM. Then, changes will post as Updates.

Author's Valuation

AU$2.8713.8% undervalued

AnalystConsensusTarget Fair Value

Shared on 10 Oct 25

Fair value Increased 6.17%

Analysts have revised their price target for Stanmore Resources upward from $2.70 to $2.87, based on improved profit margins and a positive shift in projected revenue growth. What's in the News Stanmore Resources reported operating results for the half year ended 30 June 2025, with saleable coal production of 6.510 Mt, slightly down from 6.760 Mt in the previous year (Announcement of Operating Results).

Shared on 26 Sep 25

Stanmore Resources’ fair value estimate was unchanged as the future P/E multiple increased sharply and consensus revenue growth forecasts improved slightly. What's in the News Saleable coal production for H1 2025 was 6.510 Mt, down from 6.760 Mt year-over-year.

Shared on 01 May 25

Fair value Decreased 7.88%

Shared on 24 Apr 25

Fair value Increased 0.69%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 9.06%

AnalystConsensusTarget has increased revenue growth from -6.0% to -4.8%, decreased profit margin from 6.9% to 2.8% and increased future PE multiple from 17.1x to 37.0x.

Shared on 09 Apr 25

Fair value Decreased 9.09%

AnalystConsensusTarget has decreased revenue growth from -4.6% to -6.0%.

Shared on 02 Apr 25

Fair value Increased 0.86%

AnalystConsensusTarget has increased profit margin from 5.0% to 7.0% and decreased future PE multiple from 24.4x to 16.7x.

Shared on 26 Mar 25

Fair value Decreased 2.51%

AnalystConsensusTarget has decreased revenue growth from -4.2% to -4.7%, decreased profit margin from 5.9% to 5.0% and increased future PE multiple from 20.9x to 24.4x.

Shared on 19 Mar 25

Fair value Increased 29%

AnalystConsensusTarget has increased revenue growth from -5.1% to -4.2%, increased profit margin from 1.2% to 5.9% and decreased future PE multiple from 80.0x to 20.9x.

AnalystConsensusTarget Fair Value

AU$2.87

13.8% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

1.42%

Metals and Mining revenue growth rate

15.04%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.54%

Calculation

US$81.07m

Earnings '28

x

26.30x

PE Ratio '28

=

US$2.13b

Market Cap '28

US$2.13b

Market Cap '28

/

901.39m

No. shares '28

=

US$2.37

Share Price '28

US$2.37 Share Price '28

Discounted to 2025 @ 7.94% p.a.

=

US$1.88

Fair Value '25

US$1.88 Fair Value '25

Converted to AUD @ 1.5229 USD/AUD Exchange Rate

=

AU$2.86

Fair Value '25