Maputo Port Upgrades And Richards Bay Expansion Will Improve Future Capacity

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

09 Feb 25

Updated

30 Aug 25

Views

82

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

40.1%

7D

4.4%

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1Y

40.1%

7D

4.4%

You can edit this narrative until Aug 31 10:10 AM. Then, changes will post as Updates.

Author's Valuation

R18.58.4% undervalued

AnalystConsensusTarget Fair Value

Shared on 30 Aug 25

Fair value Increased 8.82%

Grindrod’s consensus price target has been raised to ZAR18.50, reflecting modest improvements in both net profit margin and future P/E ratio. What's in the News Xolani Mbambo is stepping down as Group Chief Executive Officer of Grindrod Limited effective 31 December 2025.

Shared on 01 May 25

Fair value Decreased 3.57%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 1.21%

AnalystConsensusTarget has decreased discount rate from 23.6% to 20.4%.

Shared on 02 Apr 25

Fair value Increased 0.057%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 16%

AnalystConsensusTarget has increased revenue growth from 10.1% to 16.7%, decreased profit margin from 33.7% to 19.8% and increased future PE multiple from 8.6x to 14.2x.

Shared on 12 Mar 25

Fair value Decreased 11%

AnalystConsensusTarget has decreased revenue growth from 16.7% to 10.1%, increased profit margin from 19.8% to 33.7%, decreased future PE multiple from 13.1x to 8.6x, increased discount rate from 19.9% to 23.5% and decreased shares outstanding growth rate from 0.0% to 0.0%.

AnalystConsensusTarget Fair Value

R18.5

8.4% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

16.07%

Infrastructure revenue growth rate

0.26%

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

17.40%

Calculation

R1.47b

Earnings '28

x

14.28x

PE Ratio '28

=

R21.04b

Market Cap '28

R21.04b

Market Cap '28

/

658.19m

No. shares '28

=

R31.97

Share Price '28

R31.97 Share Price '28

Discounted to 2025 @ 20.02% p.a.

=

R18.49

Fair Value '25