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AnalystConsensusTarget updated the narrative for TGA

Update shared on 12 Sep 2025

Fair value Decreased 6.04%
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AnalystConsensusTarget's Fair Value
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1Y
-43.0%
7D
-3.6%

Amid a decline in the consensus Future P/E multiple, Thungela Resources' analyst price target has been revised downward from ZAR111.70 to ZAR104.95.


What's in the News


  • Thungela Resources expects H1 2025 EPS and HEPS between ZAR 1.40 and ZAR 2.10, sharply down from ZAR 9.52 the previous year.
  • Attributable group earnings for H1 2025 are forecast at ZAR 180–280 million, down significantly year-on-year.
  • H1 2025 export saleable production is guided at 7.9 Mt, slightly up from 7.8 Mt the prior year.
  • Export sales guidance for H1 2025 is 7.9 Mt, down from 8.2 Mt year-on-year.

Valuation Changes


Summary of Valuation Changes for Thungela Resources

  • The Consensus Analyst Price Target has fallen from ZAR111.70 to ZAR104.95.
  • The Future P/E for Thungela Resources has fallen from 26.13x to 24.57x.
  • The Discount Rate for Thungela Resources remained effectively unchanged, moving only marginally from 16.74% to 16.76%.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.