PPC Ltd

JSE:PPC Lagerbericht

Marktkapitalisierung: R10.5b

PPC Vergangene Ertragsentwicklung

Vergangenheit Kriterienprüfungen 5/6

PPCDie Gewinne des Unternehmens sind mit einer durchschnittlichen jährlichen Rate von -18.3% zurückgegangen, während in der Branche Basic Materials die Gewinne wachsen. Die Umsatzerlöse sind gewachsen mit einer durchschnittlichen Rate von 2.1% pro Jahr. PPC Die Eigenkapitalrendite des Unternehmens beträgt 9.2%, und die Nettomargen liegen bei 5.1%.

Wichtige Informationen

-18.26%

Wachstumsrate der Gewinne

-17.93%

EPS-Wachstumsrate

Basic Materials Wachstum der Industrie8.23%
Wachstumsrate der Einnahmen2.13%
Eigenkapitalrendite9.22%
Netto-Marge5.07%
Letzte Ertragsaktualisierung30 Sep 2025

Jüngste Aktualisierungen vergangener Leistungen

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...

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...
User avatar
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...

Aufschlüsselung der Einnahmen und Ausgaben

Wie PPC Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.


Gewinn- und Umsatzhistorie

JSE:PPC Einnahmen, Ausgaben und Erträge (ZAR Millions)
DatumEinnahmenGewinnAllgemeine und VerwaltungskostenF&E-Ausgaben
30 Sep 2510,1865169250
30 Jun 2510,0294919380
31 Mar 259,8714669500
31 Dec 249,8542879760
30 Sep 249,8361071,0010
30 Jun 249,947461,0180
31 Mar 2410,058-161,0350
31 Dec 239,292-1019710
30 Sep 238,525-1879060
30 Jun 238,432-3049450
31 Mar 238,339-4219830
31 Dec 229,097-6151,0580
30 Sep 229,854-8091,1320
30 Jun 229,868-4061,0950
31 Mar 229,882-41,0570
31 Dec 219,8407141,0510
30 Sep 219,7971,6871,0450
30 Jun 219,3681,5091,0260
31 Mar 218,9381,3301,0070
30 Sep 207,995-2121,1730
30 Jun 208,333-1871,2340
31 Mar 208,671-1621,2950
31 Dec 1910,043-5121,3060
30 Sep 199,8453821,1010
30 Jun 1910,1703091,1100
31 Mar 1910,4942351,1190
31 Dec 1810,5872011,2700
30 Sep 1810,6801671,4210
30 Jun 1810,4761581,4060
31 Mar 1810,2711491,3910
31 Dec 179,9722171,3090
30 Sep 179,6732851,2270
30 Jun 179,8101531,2790
31 Mar 179,641931,2550
30 Jun 169,1496279630
31 Mar 169,0027381,0140
30 Sep 159,2276981,1730
30 Jun 159,3256591,1610

Qualität der Erträge: PPC hat hohe Qualitätseinkünfte.

Wachsende Gewinnspanne: PPCDie aktuellen Gewinnspannen (5.1%) sind höher als im letzten Jahr (1.1%).


Analyse von freiem Cashflow und Gewinn


Analyse des Gewinnwachstums in der Vergangenheit

Ergebnisentwicklung: PPC ist in den letzten 5 Jahren profitabel geworden und hat seinen Gewinn um -18.3% pro Jahr gesteigert.

Beschleunigtes Wachstum: PPCDas Gewinnwachstum des Unternehmens im letzten Jahr (382.2%) übertrifft seinen 5-Jahres-Durchschnitt (-18.3% pro Jahr).

Erträge im Vergleich zur Industrie: PPC Das Gewinnwachstum im vergangenen Jahr (382.2%) übertraf das der Branche Basic Materials 42.4% .


Eigenkapitalrendite

Hohe Eigenkapitalrendite: PPCDie Eigenkapitalrendite des Unternehmens (9.2%) wird als niedrig angesehen.


Kapitalrendite


Rendite auf das eingesetzte Kapital


Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/12 04:44
Aktienkurs zum Tagesende2026/05/11 00:00
Gewinne2025/09/30
Jährliche Einnahmen2025/03/31

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.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* 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.

AnalystEinrichtung
Gari ChigwedereAvior Capital Markets
Rasia NaidooBofA Global Research
Rowan GoellerChronux Research