PPC Management
Management Kriterienprüfungen 3/4
PPC CEO ist Matias Cardarelli , ernannt in Dec 2023, hat eine Amtszeit von 2.42 Jahren. Die jährliche Gesamtvergütung beträgt ZAR19.51M , bestehend aus 62.8% Gehalt und 37.2% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.49% der Aktien des Unternehmens, im Wert von ZAR49.58M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 2.8 Jahre bzw. 6.1 Jahre.
Wichtige Informationen
Matias Cardarelli
Geschäftsführender
R19.5m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 62.82% |
| Amtszeit als Geschäftsführer | 2.4yrs |
| Eigentum des Geschäftsführers | 0.5% |
| Durchschnittliche Amtszeit des Managements | 2.8yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 6.1yrs |
Jüngste Management Updates
Recent updates
Analyse-Update • May 09
PPC: Regulatory Scrutiny And Mixed Revisions Will Shape Perceived Earnings Resilience
Analysts have adjusted their ZAR price targets for PPC, with recent revisions ranging from reductions of ZAR2 to ZAR5, alongside at least one upward move and a fresh Neutral initiation. These changes reflect updated views on discount rates, earnings quality and fair value assumptions.Analyseartikel • May 08
Should You Think About Buying PPC Ltd (JSE:PPC) Now?
PPC Ltd ( JSE:PPC ), might not be a large cap stock, but it saw a decent share price growth of 19% on the JSE over the...Analyse-Update • Apr 25
PPC: Modest Price Trims Will Highlight Resilient Earnings Power
Analysts have trimmed their ZAR price targets on PPC by ZAR 2 to ZAR 5, citing updated views on risk, profitability and sector conditions. This feeds into a slightly higher discount rate and essentially unchanged fair value in this model.Analyse-Update • Apr 10
PPC: Sector Risk Repricing Will Shape Fairly Valued Outlook
Analysts have trimmed their ZAR price targets for PPC by ZAR2, reflecting updated views on sector risks and returns while maintaining largely unchanged assumptions for fair value, revenue growth, profit margins and future P/E levels. Analyst Commentary Recent price target changes for PPC highlight how closely analysts are watching the balance between sector risks, expected returns and what they see as fair value.Analyse-Update • Mar 26
PPC: Higher Future P/E And Regulatory Shakeup Will Drive Upside Potential
Analysts have adjusted their ZAR price targets on PPC, with the latest move reflecting new views on slower revenue and margin assumptions, alongside a much higher future P/E multiple. Analyst Commentary Recent Street research on comparable building materials and industrial names highlights how quickly price targets can move when assumptions on pricing, revenue growth and P/E multiples are revisited.Analyse-Update • Mar 12
PPC: Stable Assumptions And Regulatory Overhang Will Shape Future Upside Potential
Analysts have lifted their PPC price target by ZAR2, citing updated assumptions around the discount rate, revenue growth, profit margins and future P/E that are broadly consistent with prior estimates. Analyst Commentary Recent price target revisions for PPC reflect updated inputs on discount rates, revenue assumptions, profit margins and the future P/E that still align with earlier broad expectations.Analyse-Update • Feb 24
PPC: Stable Assumptions And Modest Model Tweaks Will Guide Balanced Outlook
Analysts increased their price target on PPC by ZAR2, reflecting updated views on the stock's valuation after revisiting assumptions such as discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts see the ZAR2 price target uplift as consistent with refreshed assumptions around discount rate and future P/E, which they view as better aligned with PPC's risk profile and potential earnings power.Analyse-Update • Feb 10
PPC: Tariff Relief And Stable Assumptions Will Shape Balanced Outlook
Analysts have trimmed their price expectations for PPC, reflecting a slightly lower assumed discount rate and a modestly reduced future P/E multiple as they reassess the risk profile around similar fair value assumptions. What's in the News President Donald Trump is expected to sign an order reducing tariffs on beef, tomatoes, coffee and bananas, targeting lower grocery costs for consumers (Bloomberg).Analyse-Update • Jan 25
PPC: Tariff Relief And Higher EPS Guidance Will Support Bullish Case
Analysts have modestly adjusted their price target on PPC, bringing the new figure closer to their fair value view as small refinements in the discount rate and forward P/E assumptions feed through their models. What's in the News President Donald Trump is expected to sign an order reducing tariffs on beef, tomatoes, coffee and bananas in an effort to ease grocery costs, with Pilgrim's Pride listed among the publicly traded companies that could be affected (Bloomberg).Analyse-Update • Jan 11
PPC: Tariff Cuts And Rising EPS Guidance Will Support Bullish Outlook
Analysts have raised their price target on PPC slightly, citing relatively unchanged assumptions for fair value, discount rate, revenue growth, profit margin, and forward P/E as the basis for this modest adjustment. What's in the News President Donald Trump is expected to sign an order to reduce tariffs on beef, tomatoes, coffee and bananas, which could affect input costs and demand across the protein and grocery supply chain, including Pilgrim's Pride, Walmart, Costco and other listed food and retail names (Bloomberg).Analyse-Update • Dec 27
PPC: Future Tariff Cuts Will Support Earnings Momentum And Share Upside
Analysts have slightly raised their price target on PPC to reflect a modest uptick in earnings visibility and valuation confidence, nudging the projected fair value toward approximately $6.80 per share. What's in the News President Trump is expected to sign an order reducing tariffs on beef, tomatoes, coffee and bananas.Analyse-Update • Dec 13
PPC: Future Tariff Relief And Earnings Outlook Will Support Share Upside
Analysts have modestly raised their price target on PPC to reflect a slightly higher valuation multiple. The new target is now approximately in line with the prior fair value of about 6.8 dollars per share, supported by expectations of steady revenue growth and stable profit margins.Analyse-Update • Nov 28
PPC: Shares Will Benefit From Imminent Food Tariff Reductions
Analysts have raised their price target for PPC from $5.60 to $6.80, citing expectations of stronger revenue growth and improved profit margins, as reflected in updated forecasts. What's in the News President Trump is preparing to sign an order that will reduce tariffs on beef, tomatoes, coffee, and bananas.Analyseartikel • Jun 16
PPC (JSE:PPC) Is Posting Promising Earnings But The Good News Doesn’t Stop There
PPC Ltd ( JSE:PPC ) announced a healthy earnings result recently, and the market rewarded it with a strong uplift in...Analyseartikel • Jun 11
PPC (JSE:PPC) Could Easily Take On More Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Analyseartikel • Apr 30
PPC Ltd (JSE:PPC) Investors Are Less Pessimistic Than Expected
There wouldn't be many who think PPC Ltd's ( JSE:PPC ) price-to-sales (or "P/S") ratio of 0.7x is worth a mention when...Analyseartikel • Mar 04
Is PPC (JSE:PPC) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Neue Analyse • Feb 24
Restructuring And Partnerships Will Improve Efficiency In Cement Operations
Strategic turnaround plan, focusing on asset optimization and cost containment, aims to enhance operational efficiency and boost profitability.Analyseartikel • Jul 26
What Does PPC Ltd's (JSE:PPC) Share Price Indicate?
PPC Ltd ( JSE:PPC ), is not the largest company out there, but it received a lot of attention from a substantial price...Analyseartikel • Sep 21
Here's What To Make Of PPC's (JSE:PPC) Decelerating Rates Of Return
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...Analyseartikel • Jun 26
Auditors Are Concerned About PPC (JSE:PPC)
The harsh reality for PPC Ltd ( JSE:PPC ) shareholders is that its auditors, Deloitte & Touche LLP, expressed doubts...Analyseartikel • Mar 26
Is PPC (JSE:PPC) Using Too Much Debt?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analyseartikel • Feb 19
How Much Did PPC's(JSE:PPC) Shareholders Earn From Share Price Movements Over The Last Five Years?
PPC Ltd ( JSE:PPC ) shareholders will doubtless be very grateful to see the share price up 149% in the last quarter...Analyseartikel • Jan 15
How Much Of PPC Ltd (JSE:PPC) Do Institutions Own?
If you want to know who really controls PPC Ltd ( JSE:PPC ), then you'll have to look at the makeup of its share...Analyseartikel • Dec 11
PPC (JSE:PPC) Takes On Some Risk With Its Use Of Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Sep 30 2025 | n/a | n/a | R516m |
| Jun 30 2025 | n/a | n/a | R491m |
| Mar 31 2025 | R20m | R12m | R466m |
| Dec 31 2024 | n/a | n/a | R287m |
| Sep 30 2024 | n/a | n/a | R107m |
| Jun 30 2024 | n/a | n/a | R46m |
| Mar 31 2024 | R13m | R6m | -R16m |
Vergütung im Vergleich zum Markt: MatiasDie Gesamtvergütung ($USD1.19M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt ZA ($USD1.26M).
Entschädigung vs. Einkommen: MatiasDie Bezüge der Mitarbeiter sind im vergangenen Jahr um mehr als 20 % gestiegen.
Geschäftsführer
Matias Cardarelli
2.4yrs
Amtszeit
R19,505,000
Vergütung
Mr. Matias Cardarelli is Chief Executive Officer of PPC Ltd from December 01, 2023 and has served as its Director since October 2, 2023 and serves as its Executive Director. Mr. Cardarelli has a remarkable...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO & Executive Director | 2.4yrs | R19.51m | 0.49% ZAR 49.6m | |
| Group CFO & Executive Director | 5.1yrs | R8.46m | keine Daten | |
| Chief Operations Officer | 2.3yrs | R7.19m | keine Daten | |
| Chief Legal & Compliance Officer and Company Secretary | 2.3yrs | R4.16m | keine Daten | |
| Chief Human Resources Officer | 3.1yrs | R4.96m | keine Daten | |
| Chief Strategy Officer | 2.3yrs | R6.35m | keine Daten | |
| Chief Revenue Officer | 1.5yrs | R1.79m | keine Daten | |
| Technical Executive | 10.2yrs | R208.00k | keine Daten | |
| Chief Information Officer | no data | R1.11m | keine Daten | |
| Head of Investor Relations | 8.9yrs | keine Daten | keine Daten | |
| Sales & Marketing Executive | no data | R1.57m | keine Daten | |
| Managing Director of Zimbabwe | 10.3yrs | keine Daten | keine Daten |
2.8yrs
Durchschnittliche Betriebszugehörigkeit
55.5yo
Durchschnittliches Alter
Erfahrenes Management: PPCDas Führungsteam des Unternehmens gilt als erfahren (2.8 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO & Executive Director | 2.6yrs | R19.51m | 0.49% ZAR 49.6m | |
| Group CFO & Executive Director | 5.3yrs | R8.46m | keine Daten | |
| Independent Non-Executive Director | 7yrs | R808.00k | keine Daten | |
| Independent Non-Executive Director | 4.5yrs | R608.00k | keine Daten | |
| Non-Executive Independent Chairman of the Board | 8.2yrs | R1.79m | keine Daten | |
| Independent Non-Executive Director | 9.3yrs | R770.00k | keine Daten | |
| Independent Non-Executive Director | 8.2yrs | R952.00k | keine Daten | |
| Independent Non-Executive Director | 5.3yrs | R608.00k | keine Daten |
6.1yrs
Durchschnittliche Betriebszugehörigkeit
64yo
Durchschnittliches Alter
Erfahrener Vorstand: PPCDie Vorstandsmitglieder gelten als erfahren (6.1 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/11 20:20 |
| Aktienkurs zum Tagesende | 2026/05/11 00:00 |
| Gewinne | 2025/09/30 |
| Jährliche Einnahmen | 2025/03/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
PPC Ltd wird von 10 Analysten beobachtet. 1 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Gari Chigwedere | Avior Capital Markets |
| Rasia Naidoo | BofA Global Research |
| Rowan Goeller | Chronux Research |