PLS Group Limited

Informe acción ASX:PLS

Capitalización de mercado: AU$19.8b

PLS Group Dirección

Dirección controles de criterios 3/4

El CEO de PLS Group es Dale Henderson , nombrado en Jul 2022, tiene una permanencia de 3.83 años. compensación anual total es A$5.09M, compuesta por 28.9% salario y 71.1% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.095% de las acciones de la empresa, por valor de A$18.79M. La antigüedad media del equipo directivo y de la junta directiva es de 2.9 años y 4.6 años, respectivamente.

Información clave

Dale Henderson

Chief Executive Officer (CEO)

AU$5.1m

Compensación total

Porcentaje del salario del CEO28.88%
Permanencia del CEO3.8yrs
Participación del CEO0.09%
Permanencia media de la dirección2.9yrs
Promedio de permanencia en la Junta Directiva4.6yrs

Actualizaciones recientes de la dirección

Artículo de análisis Nov 18

We Think Pilbara Minerals Limited's (ASX:PLS) CEO Compensation Package Needs To Be Put Under A Microscope

Key Insights Pilbara Minerals to hold its Annual General Meeting on 25th of November CEO Dale Henderson's total...

Recent updates

Actualización de narrativa May 19

PLS: Index Additions Will Sustain Rich Multiple Despite Higher Discount Rate

Analysts have modestly raised the price target for PLS Group to A$2.82 from A$2.63, reflecting updated views on discount rates, revenue growth and profit margins that feed into their refreshed fair value estimates. What's in the News PLS Group Limited (ASX:PLS) has been added to the S&P/ASX 50 Index, bringing the stock into a wider set of domestic institutional benchmarks (Key Developments).
Actualización de narrativa Apr 30

PLS: Index Inclusions And Steady Output Will Support Stronger Share Pricing

Analysts have raised their price target for PLS Group from A$5.80 to A$6.70, citing updated assumptions around revenue growth, profit margins and a higher future P/E multiple. What's in the News PLS Group Limited (ASX:PLS) has been added to the S&P/ASX 50 Index, bringing it into a wider group of large Australian listed companies that index funds and benchmarked investors track (Key Developments).
Actualización de narrativa Apr 15

PLS: Index Additions Will Not Prevent Future P/E Constraining Upside

Analysts have revised their price target on PLS Group to A$4.78 from A$4.57, reflecting updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News PLS Group Limited (ASX:PLS) has been added to the S&P/ASX 50 Index, putting the company alongside some of the larger and more traded names on the Australian market (Key Developments).
Actualización de narrativa Apr 01

PLS: Lower Assumed Future P/E Will Constrain Share Price Upside

Analysts have lifted their price target for PLS Group to A$4.57 from A$3.00, reflecting updated assumptions for higher revenue growth, a stronger profit margin profile and a lower future P/E multiple. What's in the News PLS Group Limited added to the S&P/ASX 50 Index, increasing its visibility among large Australian equities (Key Developments).
Actualización de narrativa Mar 18

PLS: Higher Margins And Steady Output Will Support Stronger Share Pricing

Analysts have modestly revised their price target on PLS Group to A$5.80. This reflects slightly updated assumptions around discount rate, revenue growth, profit margin and future P/E, while keeping their overall valuation view broadly unchanged.
Actualización de narrativa Mar 04

PLS: Higher Margins And Solid Output Will Support Stronger Share Pricing

Analysts have nudged their price target for PLS Group higher to A$5.80 from A$5.60, pointing to updated assumptions that combine a slightly higher discount rate with revised expectations for revenue growth, profit margins and future P/E. What's in the News PLS Group reported production results for the first half of fiscal 2026, with output of 432.8 Kt compared with 408.3 Kt in the same period a year earlier (Key Developments).
Actualización de narrativa Feb 17

PLS: Rich Multiple Will Likely Persist Despite Higher Margins And Rebranding

Analysts have raised their price target for PLS Group to A$2.63 from A$2.40, citing updated assumptions for higher revenue, improved profit margins and a lower future P/E multiple. What's in the News On November 25, 2025, Pilbara Minerals Limited changed its name to PLS Group Limited.
Actualización de narrativa Feb 03

PLS: Rebranding And Higher Margin Outlook Will Support Stronger Share Pricing

Analysts have raised their price target for PLS Group after updating their assumptions for fair value, revenue growth, profit margins and a lower future P/E multiple, resulting in a higher implied valuation for the shares. What's in the News On November 25, 2025, Pilbara Minerals Limited changed its name to PLS Group Limited, marking a formal rebranding of the listed entity (Key Developments).
Actualización de narrativa Jan 20

PLS: Rich Multiple Will Likely Outweigh Stronger Margins Going Forward

Analysts have raised their price target on PLS Group from A$2.10 to A$2.40, citing updated assumptions based on higher expected revenue, an improved profit margin profile and a lower future P/E estimate in their models. What's in the News PLS Group is the new corporate name for Pilbara Minerals Limited, following an official change on November 25, 2025.
Actualización de narrativa Jan 06

PLS: Elevated Future P/E Will Constrain Returns Despite Firmer Margins

The analyst price target for PLS Group remains at US$2.10, with analysts citing slightly adjusted assumptions for revenue growth, profit margins and future P/E as the basis for maintaining this level. What's in the News On November 25, 2025, Pilbara Minerals Limited changed its name to PLS Group Limited, reflecting the new corporate identity of the company (Key Developments).
Actualización de narrativa Dec 14

PLS: Future Profits Will Lag Stronger Revenue As Margins Compress

Analysts have raised their price target on PLS Group significantly to reflect stronger projected revenue growth and higher perceived fair value, despite moderating profit margin expectations and a higher discount rate. What's in the News Pilbara Minerals Limited has rebranded as PLS Group Limited, signaling a broader corporate identity and strategic repositioning (company announcement).
Actualización de narrativa Nov 30

PLS: Higher Discount Rate And Margin Pressure Will Limit Share Price Upside

Analysts have raised their price target for PLS Group from $2.89 to $3.00, citing revised expectations for slightly higher revenue growth and valuation multiples, even though there is a modest reduction in projected profit margins. What's in the News On November 25, 2025, Pilbara Minerals Limited changed its name to PLS Group Limited (Key Developments).
Artículo de análisis Nov 18

We Think Pilbara Minerals Limited's (ASX:PLS) CEO Compensation Package Needs To Be Put Under A Microscope

Key Insights Pilbara Minerals to hold its Annual General Meeting on 25th of November CEO Dale Henderson's total...
Actualización de narrativa Nov 16

PLS: Rising Lithium Uncertainty Will Likely Limit Further Share Price Upside

The analyst price target for Pilbara Minerals has risen to A$2.89 from A$2.69. Analysts cite improving lithium prices and moderately stronger company fundamentals as key drivers of the upward revision.
Actualización de narrativa Nov 01

PLS: Recent Price Rally Will Limit Further Upside Amid Market Uncertainty

The average analyst price target for Pilbara Minerals has increased by A$0.46 to A$2.69, as analysts cite improving profit margins, stronger forecasted revenue growth, and expectations of firmer lithium prices as key drivers behind the upward revision. Analyst Commentary Recent updates from equity research firms reflect a diversity of opinion on the outlook for Pilbara Minerals, with revisions both upwards and downwards in response to developments in the lithium market and company-specific performance.
Actualización de narrativa Oct 17

Pilgangoora Expansion And Global Transition Will Empower Lithium Opportunities

Pilbara Minerals' analyst price target has been raised from A$2.16 to A$2.23, as analysts cite a shift towards higher lithium price expectations. This comes despite continued caution around sustainability and valuation in the sector.
Actualización de narrativa Oct 03

Pilgangoora Expansion And Global Transition Will Empower Lithium Opportunities

Pilbara Minerals' analyst price target has increased modestly, rising by A$0.03 to A$2.16. Analysts cite sustained high lithium prices but express caution regarding valuation following recent share price gains.
Actualización de narrativa Aug 27

Major Plant Expansions And Advanced Technology Will Unlock Lithium Potential

Analysts have raised Pilbara Minerals' price target to A$2.13, reflecting improved expectations for lithium prices and commodity fundamentals, though sentiment remains more neutral given recent share price appreciation and valuation concerns. Analyst Commentary Upward revisions to price targets based on expectations of higher lithium prices.
Artículo de análisis Aug 27

AU$2.13 - That's What Analysts Think Pilbara Minerals Limited (ASX:PLS) Is Worth After These Results

Shareholders might have noticed that Pilbara Minerals Limited ( ASX:PLS ) filed its full-year result this time last...
Artículo de análisis Aug 17

Improved Revenues Required Before Pilbara Minerals Limited (ASX:PLS) Stock's 29% Jump Looks Justified

Despite an already strong run, Pilbara Minerals Limited ( ASX:PLS ) shares have been powering on, with a gain of 29% in...
Artículo de análisis Aug 01

A Look At The Intrinsic Value Of Pilbara Minerals Limited (ASX:PLS)

Key Insights The projected fair value for Pilbara Minerals is AU$2.08 based on 2 Stage Free Cash Flow to Equity Pilbara...
Artículo de análisis Jul 03

Pilbara Minerals Limited (ASX:PLS) Shares Fly 34% But Investors Aren't Buying For Growth

Pilbara Minerals Limited ( ASX:PLS ) shareholders would be excited to see that the share price has had a great month...
User avatar
Nueva narrativa Dec 09

Strategic P1000 Expansion And POSCO Partnership Propel Lithium Growth And Boost Margins

Strategic projects and acquisitions aim to enhance production capacity, diversify revenue, and reduce costs, improving operational efficiency and future growth prospects.

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Dale Henderson en comparación con los beneficios de PLS Group?
FechaCompensación totalSalarioIngresos de la empresa
Dec 31 2025n/an/a

-AU$94m

Sep 30 2025n/an/a

-AU$145m

Jun 30 2025AU$5mAU$1m

-AU$196m

Mar 31 2025n/an/a

-AU$114m

Dec 31 2024n/an/a

-AU$33m

Sep 30 2024n/an/a

AU$112m

Jun 30 2024AU$4mAU$1m

AU$257m

Mar 31 2024n/an/a

AU$813m

Dec 31 2023n/an/a

AU$1b

Sep 30 2023n/an/a

AU$2b

Jun 30 2023AU$4mAU$1m

AU$2b

Mar 31 2023n/an/a

AU$2b

Dec 31 2022n/an/a

AU$2b

Sep 30 2022n/an/a

AU$1b

Jun 30 2022AU$1mAU$491k

AU$562m

Mar 31 2022n/an/a

AU$323m

Dec 31 2021n/an/a

AU$84m

Sep 30 2021n/an/a

AU$16m

Jun 30 2021AU$1mAU$375k

-AU$51m

Mar 31 2021n/an/a

-AU$54m

Dec 31 2020n/an/a

-AU$57m

Sep 30 2020n/an/a

-AU$78m

Jun 30 2020AU$754kAU$411k

-AU$99m

Mar 31 2020n/an/a

-AU$90m

Dec 31 2019n/an/a

-AU$80m

Sep 30 2019n/an/a

-AU$55m

Jun 30 2019AU$688kAU$429k

-AU$29m

Compensación vs. Mercado: La compensación total ($USD3.64M) de Dale está en línea con el promedio de empresas de tamaño similar en el mercado Australian ($USD3.96M).

Compensación vs. Ingresos: La compensación de Dale ha aumentado mientras la empresa no es rentable.


CEO

Dale Henderson

3.8yrs
Permanencia
AU$5,089,542
Compensación

Mr. Dale Robert Henderson, B Eng (Civil), GAICD, is Non-Executive Director of Posco Lithium Solution from December 8, 2022. He had been Chief Operating Officer at Pilbara Minerals Limited since March 05, 2...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Dale Henderson
MD, CEO & Executive Director3.8yrsAU$5.09m0.095%
A$ 18.8m
Alex Willcocks
Chief Financial Officerless than a yearsin datossin datos
Brett McFadgen
Chief Operating Officer1.8yrssin datossin datos
James Fuller
Manager of IRno datasin datossin datos
Sandra McInnes
Chief People & Sustainability Officer3.3yrssin datossin datos
John Stanning
Chief Development Officer3.3yrssin datossin datos
Danielle Webber
Company Secretary2.5yrssin datossin datos
2.9yrs
Permanencia media

Equipo directivo experimentado: El equipo directivo de PLS se considera experimentado (2.9 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Dale Henderson
MD, CEO & Executive Directorno dataAU$5.09m0.095%
A$ 18.8m
Kathleen Conlon
Independent Non-Executive Chairman2.3yrsAU$425.00k0.0025%
A$ 504.1k
Nicholas Cernotta
Independent Non-Executive Director9.3yrsAU$218.49k0.011%
A$ 2.2m
Sally-Anne Layman
Independent Non-Executive Director8.1yrsAU$223.00k0.0053%
A$ 1.1m
Miriam Stanborough
Independent Non-Executive Director4.6yrsAU$203.92k0.0036%
A$ 708.6k
Robert Nicholson
Non-Executive Directorless than a yearsin datos0.00093%
A$ 184.6k
4.6yrs
Permanencia media
61yo
Promedio de edad

Junta con experiencia: La junta directiva de PLS se considera experimentada (4.6 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/22 08:45
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2025/12/31
Ingresos anuales2025/06/30

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 tenemos 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

PLS Group Limited está cubierta por 33 analistas. 15 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
Aryan NoroziBarrenjoey Markets Pty Limited
Glyn LawcockBarrenjoey Markets Pty Limited
Josh KannourakisBarrenjoey Markets Pty Limited