Dyno Nobel Limited

Informe acción ASX:DNL

Capitalización de mercado: AU$6.7b

Dyno Nobel Dirección

Dirección controles de criterios 4/4

El CEO de Dyno Nobel es Mauro de Moraes , nombrado en Jan 2024, tiene una permanencia de 2.5 años. compensación anual total es A$3.65M, compuesta por 35.4% salario y 64.6% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.019% de las acciones de la empresa, por valor de A$1.28M. La antigüedad media del equipo directivo y de la junta directiva es de 2.5 años y 3.3 años, respectivamente.

Información clave

Mauro de Moraes

Chief Executive Officer (CEO)

AU$3.7m

Compensación total

Porcentaje del salario del CEO35.44%
Permanencia del CEO2.5yrs
Participación del CEO0.02%
Permanencia media de la dirección2.5yrs
Promedio de permanencia en la Junta Directiva3.3yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Jun 22

DNL: Explosives Focus And Dividend Payout Will Support Future Steady Returns

Analysts have slightly trimmed their fair value estimate for Dyno Nobel to A$3.61. This reflects a modestly higher discount rate alongside adjusted assumptions for revenue growth, profit margins, and future P/E multiples.
Actualización de narrativa Jun 07

DNL: Pure Play Explosives Focus And Dividend Payout Will Support Measured Returns

Dyno Nobel's analyst price target has been revised slightly to A$3.62 from A$3.61 as analysts fine tune their models around a modestly lower discount rate, a small shift in expected revenue decline, a marginally higher profit margin, and a steady future P/E assumption. What's in the News Dyno Nobel shares recently reached a multi year high, with the move linked in news reports to the company becoming a pure play explosives business and reporting an 83% rise in half year profit.
Actualización de narrativa May 20

DNL: Lower Discount Rate And Dividend Payout Will Support Measured Return Outlook

Analysts have raised their price target on Dyno Nobel to A$3.61 from A$3.43, reflecting updated assumptions that include a slightly lower discount rate, a modestly higher profit margin and a reduced future P/E multiple, even as forecast revenue growth is marked down a touch. What's in the News Dyno Nobel declared an ordinary dividend of A$0.046 per share for the six months ended March 31, 2026, providing cash returns to shareholders for this period (Key Developments).
Artículo de análisis May 19

Dyno Nobel's (ASX:DNL) Performance Is Even Better Than Its Earnings Suggest

Dyno Nobel Limited ( ASX:DNL ) recently posted some strong earnings, and the market responded positively. We did some...
Actualización de narrativa Apr 27

DNL: Slightly Higher P/E Assumptions Will Support A Measured Return Outlook

Analysts have nudged their price target on Dyno Nobel slightly higher to A$21.10 from A$20.90, citing a small adjustment in discount rate assumptions and updated expectations around revenue trends, profit margins, and future P/E levels. Valuation Changes Fair Value: A$3.43 is unchanged, indicating no revision to the core valuation estimate.
Actualización de narrativa Apr 11

DNL: Refined Discount Rate And P/E Framework Will Support Measured Future Return Profile

Analysts have raised their A$ price target for Dyno Nobel by A$X.X0, citing updated assumptions for the discount rate, profit margin and future P/E that, in their view, better reflect the company’s current risk profile and earnings power. Analyst Commentary Bullish Takeaways Bullish analysts see the higher A$ price target as more aligned with their revised discount rate and earnings assumptions, which they view as better capturing Dyno Nobel’s current risk profile.
Actualización de narrativa Mar 28

DNL: Refined Discount Rate And P/E Assumptions Will Guide Balanced Return Outlook

Analysts have lifted their A$ price target on Dyno Nobel by A$X to A$Y. This reflects updated assumptions around discount rates, revenue growth, profit margins and a slightly higher future P/E multiple following recent research updates.
Actualización de narrativa Mar 13

DNL: Expanded Buyback And Jefferies Upgrade Will Support Forward P/E Repricing

Analysts have trimmed their A$ price target for Dyno Nobel, reflecting slightly lower fair value and margin assumptions, along with updated views on revenue trends and future P/E multiples following recent research, including the Jefferies upgrade rationale. Analyst Commentary Bullish Takeaways Bullish analysts see the revised A$ price targets as still offering some upside relative to their updated fair value work, even after trimming assumptions.
Actualización de narrativa Feb 27

DNL: Buyback Expansion And Refined P/E Assumptions Will Shape Future Rating Balance

Analysts have lifted their A$ fair value estimate for Dyno Nobel by A$0.00, citing modest adjustments to the discount rate and P/E assumptions following the recent upgrade in Street research coverage. Analyst Commentary Bullish Takeaways Bullish analysts see the recent upgrade in research coverage as a signal that the market is paying closer attention to Dyno Nobel's earnings profile and P/E assumptions, which can support a more confident fair value framework.
Actualización de narrativa Feb 11

DNL: Buybacks And P/E Assumptions Will Shape Balanced Rating Outlook

Analyst price targets for Dyno Nobel have been revised to A$3.59 from A$3.35. Analysts point to updated assumptions around discount rates, profit margins and future P/E as key reasons for the change.
Actualización de narrativa Jan 27

DNL: Buybacks And Dividends Will Support Mixed Rating Outlook

Dyno Nobel's analyst price target has been revised slightly higher to A$3.59 from A$3.54, as analysts factor in modest adjustments to fair value, discount rate, revenue growth, profit margin and future P/E assumptions following recent mixed rating actions. Analyst Commentary Bullish Takeaways Bullish analysts are comfortable lifting fair value assumptions slightly, which supports the higher A$3.59 price target and reflects some confidence in Dyno Nobel's ability to execute against current forecasts.
Actualización de narrativa Jan 12

DNL: Neutral View Suggests Buybacks And Dividends Will Steady Future Returns

Narrative Update: Dyno Nobel Analyst Target Revision Analysts have lowered their price target for Dyno Nobel to A$3.35 from A$3.54, citing valuation as the key driver of the updated view. Analyst Commentary Analyst commentary around Dyno Nobel is centered on valuation, with the recent move to a Neutral stance and a A$3.35 price target suggesting that, in their view, the share price now more closely reflects fundamentals.
Artículo de análisis Jan 09

Insufficient Growth At Dyno Nobel Limited (ASX:DNL) Hampers Share Price

Dyno Nobel Limited's ( ASX:DNL ) price-to-sales (or "P/S") ratio of 1.6x might make it look like a strong buy right now...
Artículo de análisis Dec 22

Dyno Nobel Limited (ASX:DNL) Shares Could Be 30% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Dyno Nobel fair value estimate is AU$4.68 Dyno Nobel is...
Actualización de narrativa Dec 18

DNL: Share Buyback And Dividend Policy Will Support Future Upside Potential

Analysts cut their price target on Dyno Nobel by A$0.08 to A$3.35. This reflects a more cautious stance on valuation despite only modest tweaks to growth and discount rate assumptions.
Artículo de análisis Dec 05

Dyno Nobel (ASX:DNL) Has A Pretty Healthy Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Actualización de narrativa Dec 04

DNL: Dividend Payout And Neutral Rating Will Shape Steady Near Term Outlook

Analysts have modestly lowered their price target on Dyno Nobel to A$3.35 from A$3.54, citing valuation concerns following its recent outperformance. Analyst Commentary Analysts note that the downgrade to Neutral is primarily driven by valuation following Dyno Nobel's recent share price strength, rather than a material deterioration in fundamentals.
Actualización de narrativa Nov 20

DNL: Dividend Declaration and Forecast Metrics Signal Steady Outlook Ahead

Dyno Nobel's analyst price target has been revised upward from $3.30 to $3.51. This change reflects increased optimism from analysts based on improved revenue growth projections and slightly higher expected profit margins.
Actualización de narrativa Nov 05

DNL: Fair Value Estimate Will Remain Stable Amid Slight Forecast Adjustments

Analysts have raised their price target for Dyno Nobel slightly, from $3.29 to $3.30. They cite modest improvements in revenue growth expectations and a marginally lower discount rate in their updated forecasts.
Actualización de narrativa Oct 22

Analysts Lift Dyno Nobel Price Target as Valuation Edges Up Despite Lower Growth

Analysts have raised their price target for Dyno Nobel slightly to $3.29 from $3.28, citing updated discount rates and revised growth expectations. Valuation Changes Fair Value has increased marginally, moving from A$3.28 to A$3.29 per share.
Actualización de narrativa Oct 08

Dyno Nobel Asia Pacific's Record Earnings And Advanced Technology To Drive Global Explosives Leadership

Analysts have raised their price target for Dyno Nobel from $3.06 to $3.28. This reflects improved profit margin projections and a slightly lower discount rate, despite expectations for reduced revenue growth.
Actualización de narrativa Sep 24

Dyno Nobel Asia Pacific's Record Earnings And Advanced Technology To Drive Global Explosives Leadership

Dyno Nobel's consensus analyst price target has increased to A$3.06, primarily reflecting a higher future P/E multiple, despite revenue growth forecasts remaining largely unchanged. Valuation Changes Summary of Valuation Changes for Dyno Nobel The Consensus Analyst Price Target has risen slightly from A$2.98 to A$3.06.
Artículo de análisis Sep 06

Dyno Nobel Limited's (ASX:DNL) Intrinsic Value Is Potentially 45% Above Its Share Price

Key Insights Dyno Nobel's estimated fair value is AU$4.32 based on 2 Stage Free Cash Flow to Equity Dyno Nobel is...
Artículo de análisis Aug 15

Dyno Nobel Limited's (ASX:DNL) Low P/S No Reason For Excitement

ASX:DNL 1 Year Share Price vs Fair Value Explore Dyno Nobel's Fair Values from the Community and select yours Dyno...
Artículo de análisis Jul 23

Dyno Nobel (ASX:DNL) Seems To Use Debt Quite Sensibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis May 14

Dyno Nobel (ASX:DNL) Is Paying Out Less In Dividends Than Last Year

The board of Dyno Nobel Limited ( ASX:DNL ) has announced that the dividend on 3rd of July will be reduced by 44% from...
Artículo de análisis Feb 13

Does Incitec Pivot (ASX:IPL) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis Jan 20

Incitec Pivot Limited's (ASX:IPL) Prospects Need A Boost To Lift Shares

Incitec Pivot Limited's ( ASX:IPL ) price-to-sales (or "P/S") ratio of 1x might make it look like a strong buy right...
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Nueva narrativa Dec 19

Dyno Nobel Asia Pacific's Record Earnings And Advanced Technology To Drive Global Explosives Leadership

Incitec Pivot's strategy to lead in global explosives aims to double earnings through advanced technology, affecting revenue and growth.
Artículo de análisis Nov 15

Incitec Pivot (ASX:IPL) Will Pay A Larger Dividend Than Last Year At A$0.063

Incitec Pivot Limited ( ASX:IPL ) will increase its dividend from last year's comparable payment on the 18th of...
Artículo de análisis Oct 07

Incitec Pivot Limited's (ASX:IPL) Business And Shares Still Trailing The Industry

You may think that with a price-to-sales (or "P/S") ratio of 1.1x Incitec Pivot Limited ( ASX:IPL ) is definitely a...
Artículo de análisis Aug 28

Is Incitec Pivot (ASX:IPL) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Jun 14

Incitec Pivot Limited's (ASX:IPL) Business And Shares Still Trailing The Industry

With a price-to-sales (or "P/S") ratio of 1.1x Incitec Pivot Limited ( ASX:IPL ) may be sending very bullish signals at...
Artículo de análisis May 24

Incitec Pivot's (ASX:IPL) Dividend Will Be Reduced To A$0.043

Incitec Pivot Limited's ( ASX:IPL ) dividend is being reduced from last year's payment covering the same period to...
Artículo de análisis Feb 06

An Intrinsic Calculation For Incitec Pivot Limited (ASX:IPL) Suggests It's 41% Undervalued

Key Insights The projected fair value for Incitec Pivot is AU$4.55 based on 2 Stage Free Cash Flow to Equity Incitec...
Artículo de análisis Jan 16

Incitec Pivot Limited's (ASX:IPL) Earnings Haven't Escaped The Attention Of Investors

There wouldn't be many who think Incitec Pivot Limited's ( ASX:IPL ) price-to-earnings (or "P/E") ratio of 19.3x is...
Artículo de análisis Dec 01

Incitec Pivot's (ASX:IPL) Shareholders Will Receive A Smaller Dividend Than Last Year

Incitec Pivot Limited's ( ASX:IPL ) dividend is being reduced from last year's payment covering the same period to...
Artículo de análisis Nov 17

Incitec Pivot's (ASX:IPL) Dividend Will Be Reduced To A$0.05

Incitec Pivot Limited's ( ASX:IPL ) dividend is being reduced from last year's payment covering the same period to...
Artículo de análisis Nov 10

Here's Why We Think Incitec Pivot (ASX:IPL) Is Well Worth Watching

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Artículo de análisis Sep 01

A Look At The Intrinsic Value Of Incitec Pivot Limited (ASX:IPL)

Key Insights Incitec Pivot's estimated fair value is AU$3.33 based on 2 Stage Free Cash Flow to Equity With AU$3.01...
Artículo de análisis Jun 27

Incitec Pivot (ASX:IPL) Seems To Use Debt Quite Sensibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis May 18

Incitec Pivot (ASX:IPL) Is Looking To Continue Growing Its Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Mauro de Moraes en comparación con los beneficios de Dyno Nobel?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

AU$255m

Dec 31 2025n/an/a

AU$201m

Sep 30 2025AU$4mAU$1m

AU$147m

Jun 30 2025n/an/a

-AU$12m

Mar 31 2025n/an/a

-AU$171m

Dec 31 2024n/an/a

-AU$228m

Sep 30 2024AU$2mAU$848k

-AU$285m

Compensación vs. Mercado: La compensación total ($USD2.53M) de Mauro está en línea con el promedio de empresas de tamaño similar en el mercado Australian ($USD2.11M).

Compensación vs. Ingresos: La compensación de Mauro ha sido consistente con los resultados de la empresa en el último año.


CEO

Mauro de Moraes

2.5yrs
Permanencia
AU$3,654,000
Compensación

Mr. Mauro Neves de Moraes, BEng, MSBA, GAICD, serves as Chief Executive Officer & Managing Director at Dyno Nobel Limited (formerly known as Incitec Pivot Limited) since January 22, 2024 and serves as its...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Mauro de Moraes
MD, CEO & Director2.5yrsAU$3.65m0.019%
A$ 1.3m
Nitesh Naidoo
Chief Financial Officer1yrAU$898.00ksin datos
Greg Hayne
President of Dyno Nobel Americas8.5yrsAU$2.14m0.031%
A$ 2.1m
Tom Dixon
Vice President of Investor Relationsno datasin datossin datos
Tatiana Rudometova
Chief Legal & Corporate Affairs Officer2.1yrssin datossin datos
Rob Mill
Chief People Officer4.6yrssin datossin datos
Sunil Salhotra
Chief Development & Sustainability Officer4.8yrssin datossin datos
Stephenie De Nichilo
Chief HSE & Operations Excellence Officer4.6yrssin datossin datos
Richard Brown
President of EMEA & LATAM1.5yrssin datossin datos
Stuart Sneyd
President - Dyno Nobel Asia Pacificless than a yearsin datossin datos
Richa Puri
Company Secretary6.9yrssin datossin datos
Damian Buttler
Group Financial Controller1yrsin datossin datos
2.5yrs
Permanencia media

Equipo directivo experimentado: El equipo directivo de DNL se considera experimentado (2.5 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Mauro de Moraes
MD, CEO & Director2.5yrsAU$3.65m0.019%
A$ 1.3m
Bruce Brook
Independent Non-Executive Director7.6yrsAU$255.00k0.0072%
A$ 480.9k
Gregory Robinson
Independent Non-Executive Chairman6.7yrsAU$505.00k0.017%
A$ 1.1m
Chi On Ho
Non-Independent Non-Executive Director3.3yrssin datossin datos
Tonianne Dwyer
Independent Non-Executive Director5.2yrsAU$250.00k0.0036%
A$ 242.4k
Michael Carroll
Independent Non-Executive Director3.3yrsAU$230.00k0.0034%
A$ 223.7k
Jeffrey Olsen
Independent Non-Executive Directorless than a yearsin datossin datos
Fiona Hick
Independent Non-Executive Director1.8yrsAU$250.00k0.00078%
A$ 52.1k
3.3yrs
Permanencia media
64yo
Promedio de edad

Junta con experiencia: La junta directiva de DNL se considera experimentada (3.3 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/08 15:54
Precio de las acciones al final del día2026/07/08 00:00
Beneficios2026/03/31
Ingresos anuales2025/09/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Dyno Nobel Limited está cubierta por 33 analistas. 9 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
David Matthew KratochvilAlliance Global Partners
Josh KannourakisBarrenjoey Markets Pty Limited
Brook Campbell-CrawfordBarrenjoey Markets Pty Limited