Shared on 27 Aug 25
Fair value Increased 3.69%Global Decarbonisation In Asia And India Will Undermine Coal Exports
Despite a notable reduction in consensus revenue growth forecasts, Exxaro Resources’ price target has been raised modestly to ZAR201.01, likely reflecting unchanged profitability margins. What's in the News Board approved a gross interim dividend of 843 cents per share.
Shared on 01 May 25
Fair value Decreased 4.13%Lephalale Solar Project Will Reduce Emissions And Operational Costs, But Internal Challenges May Affect Performance
Shared on 23 Apr 25
Fair value Decreased 0.084%Lephalale Solar Project Will Reduce Emissions And Operational Costs, But Internal Challenges May Affect Performance
AnalystConsensusTarget has increased profit margin from 17.5% to 20.4% and decreased future PE multiple from 10.0x to 8.6x.
Shared on 17 Apr 25
Fair value Decreased 1.62%Lephalale Solar Project Will Reduce Emissions And Operational Costs, But Internal Challenges May Affect Performance
AnalystConsensusTarget has increased revenue growth from 2.9% to 3.6%.
Shared on 09 Apr 25
Fair value Decreased 1.59%Lephalale Solar Project Will Reduce Emissions And Operational Costs, But Internal Challenges May Affect Performance
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 02 Apr 25
Fair value Decreased 2.03%Lephalale Solar Project Will Reduce Emissions And Operational Costs, But Internal Challenges May Affect Performance
AnalystConsensusTarget has increased revenue growth from 1.5% to 2.9%, decreased profit margin from 22.3% to 18.2% and increased future PE multiple from 9.1x to 10.5x.
Shared on 26 Mar 25
Fair value Decreased 0.78%Lephalale Solar Project Will Reduce Emissions And Operational Costs, But Internal Challenges May Affect Performance
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 19 Mar 25
Fair value Increased 11%Lephalale Solar Project Will Reduce Emissions And Operational Costs, But Internal Challenges May Affect Performance
AnalystConsensusTarget has decreased revenue growth from 1.9% to 1.5%.