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Global Decarbonisation In Asia And India Will Undermine Coal Exports

Published
16 Mar 25
Updated
27 Aug 25
AnalystConsensusTarget's Fair Value
R201.01
7.8% undervalued intrinsic discount
28 Aug
R185.41
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1Y
20.4%
7D
-2.8%

Author's Valuation

R201.0

7.8% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on27 Aug 25
Fair value Increased 3.69%

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 on01 May 25
Fair value Decreased 4.13%

Shared on23 Apr 25
Fair value Decreased 0.084%

AnalystConsensusTarget has increased profit margin from 17.5% to 20.4% and decreased future PE multiple from 10.0x to 8.6x.

Shared on17 Apr 25
Fair value Decreased 1.62%

AnalystConsensusTarget has increased revenue growth from 2.9% to 3.6%.

Shared on09 Apr 25
Fair value Decreased 1.59%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 2.03%

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 on26 Mar 25
Fair value Decreased 0.78%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 11%

AnalystConsensusTarget has decreased revenue growth from 1.9% to 1.5%.