Pan African Resources PLC

Informe acción LSE:PAF

Capitalización de mercado: UK£2.0b

Pan African Resources Resultados de beneficios anteriores

Pasado controles de criterios 6/6

Pan African Resources ha aumentado sus beneficios a una tasa media anual de 21.8%, mientras que los beneficios de la industria de Metals and Mining han experimentado un crecimiento de 0.6% anual. Los ingresos han ido creciendo a una tasa media de 12.9% al año. La rentabilidad financiera de Pan African Resources es de 35.1%, y sus márgenes netos son de 28.8%.

Información clave

21.84%

Tasa de crecimiento de los beneficios

20.84%

Tasa de crecimiento del BPA

Crecimiento de la industria Metals and Mining 19.58%
Tasa de crecimiento de los ingresos12.87%
Rentabilidad financiera35.08%
Margen neto28.81%
Próxima actualización de resultados16 Sep 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Actualización de narrativa Jul 27

PAF: Higher 2026 Gold Production Guidance Will Support Premium Re Rating Potential

Analysts have trimmed their price target on Pan African Resources to £1.70 from £1.80, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What’s in the News for Pan African Resources Pan African Resources issued new corporate guidance for the second half of fiscal 2026, indicating a material increase in gold production of about 14% to 147,000oz compared with the first half of fiscal 2026, which was 128,296oz.
Actualización de narrativa Jul 02

PAF: Higher Production Guidance And Richer P/E Multiple Will Drive Upside

Analysts have raised their price target for Pan African Resources from £1.25 to £1.53, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of the change. What’s in the News for Pan African Resources Pan African Resources issued new production guidance for the second half of the financial year ending 30 June 2026, indicating a material increase in gold production of about 14% compared with the first half of fiscal year 2026, to 147,000oz, based on company guidance.
Actualización de narrativa Jun 18

PAF: Future Gold Production Guidance Will Support Premium Re Rating Potential

Analysts have trimmed their price target for Pan African Resources, with the headline cut of £0.16 reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E multiples. What's in the News for Pan African Resources Pan African Resources issued new production guidance for the second half of fiscal 2026, indicating gold output of about 147,000oz.
Actualización de narrativa Jun 04

PAF: Future Cash Flow Delivery Will Support Premium Re Rating Potential

Analysts have trimmed their fair value estimate for Pan African Resources to £1.82 from £1.84, citing slightly higher discount rates, more conservative revenue growth and profit margin assumptions, and a modestly higher future P/E multiple, in line with recent Street price target reductions from £1.90 to £1.81. Analyst Commentary Bullish Takeaways Bullish analysts still see upside relative to current trading levels, as indicated by price targets that remain above the revised fair value estimate of £1.82.
Actualización de narrativa May 21

PAF: Future Earnings Delivery Will Support Re Rating Potential Despite Recent Recalibration

Analysts have trimmed their price target on Pan African Resources to about £1.81 from roughly £1.90, reflecting updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts continue to see value in the stock despite the reduced price target, as the updated £1.81 figure still implies room for upside relative to recent trading levels.
Actualización de narrativa May 03

PAF: Future Earnings Delivery And Dividend Plans Will Drive Re Rating Potential

Analysts have nudged their fair value estimate for Pan African Resources higher from £1.71 to £1.81 per share, reflecting updated assumptions on revenue growth, profit margins and future P/E multiples, even as Street price targets, such as Berenberg's, have recently been trimmed to £1.81. Analyst Commentary Recent research updates have focused on recalibrating price targets to £1.81 per share, aligning fair value work with current assumptions on earnings power and P/E multiples while keeping a constructive stance on the shares.
Actualización de narrativa Apr 18

PAF: Cautious Repricing And Earnings Quality Will Shape Future Re Rating Potential

Analysts have reduced their price target on Pan African Resources by £0.09 to £1.81, citing updated assumptions that include a slightly higher discount rate and a modestly higher forward P/E multiple, while keeping fair value broadly unchanged. Analyst Commentary Recent research points to a more cautious stance on Pan African Resources, with price targets adjusted to £1.81 while ratings are maintained.
Actualización de narrativa Apr 04

PAF: Production Delivery And Higher Quality Earnings Will Support Re Rating Potential

Analysts have trimmed their fair value estimate for Pan African Resources from about £1.75 to roughly £1.71 per share, reflecting a slightly higher discount rate, modestly softer revenue growth assumptions and a lower projected profit margin, even though the future P/E expectation edges up. Analyst Commentary Recent Street research on Pan African Resources points to a mix of optimism and caution, with price targets adjusted and underlying assumptions refined rather than completely overhauled.
Actualización de narrativa Mar 21

PAF: Production Delivery And Earnings Momentum Will Support Re Rating Potential

Analysts have slightly trimmed their fair value estimate for Pan African Resources, reflecting a modest reduction in the price target to £1.81 from £1.90, as they factor in updated assumptions for discount rate, growth and profitability. Analyst Commentary Bullish Takeaways Bullish analysts still see upside potential to their revised £1.81 fair value, suggesting that, despite a slightly lower target, the shares are not viewed as fully pricing in the company’s execution prospects.
Actualización de narrativa Mar 06

PAF: Index Additions And Production Delivery Will Support Balanced Re Rating Expectations

Analysts have lifted their fair value estimate for Pan African Resources from £1.64 to £1.78, reflecting revised assumptions that combine a slightly higher discount rate with lower revenue growth, stronger profit margin expectations and a modestly lower future P/E multiple. What's in the News A special shareholders meeting is scheduled for 26 March 2026 in London to consider company matters, including proposed changes to governance documents (company announcement).
Actualización de narrativa Feb 19

PAF: Index Additions And Production Delivery Will Support Measured Re Rating Potential

Analysts have raised their price target for Pan African Resources to £1.64 from £1.50, citing updated assumptions related to fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News Special or extraordinary shareholders meeting scheduled for 26 March 2026 in London, with the meeting to be held at the offices of Druces LLP (Special/Extraordinary Shareholders Meeting).
Artículo de análisis Feb 10

If EPS Growth Is Important To You, Pan African Resources (LON:PAF) Presents An Opportunity

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Actualización de narrativa Feb 05

PAF: Index Inclusions Will Support Future Re-Rating Potential

Narrative Update on Pan African Resources Analysts have raised their fair value estimate for Pan African Resources from £1.30 to £1.50, citing updated assumptions for revenue, profit margins and the future P/E multiple that collectively support a higher price target. What’s in the News Pan African Resources reported gold production of 128,296oz for the six months ended December 31, 2025, compared with 84,705oz in H1 FY25, and said it is on track to meet full year production guidance of 275,000oz to 292,000oz (Announcement of Operating Results).
Nueva narrativa Jan 29

Heavy Reliance On Gold Prices Will Pressure Margins And Future Cash Flows

Catalysts About Pan African Resources Pan African Resources is a gold producer with a mix of surface tailings retreatment projects and underground mines in South Africa and Australia. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Jan 21

PAF: Index Inclusions And Tailings Study Will Support Balanced Future Outlook

Analysts have maintained their fair value estimate for Pan African Resources at about £1.30 per share, with only minor adjustments to assumptions such as the discount rate, revenue growth expectations and profit margin outlook contributing to the latest price target update. What's in the News Pan African Resources PLC has been added to the FTSE 250 Index, increasing its visibility among UK mid cap companies (Index Constituent Adds).
Artículo de análisis Jan 07

Is Pan African Resources PLC (LON:PAF) Trading At A 20% Discount?

Key Insights The projected fair value for Pan African Resources is UK£1.62 based on 2 Stage Free Cash Flow to Equity...
Actualización de narrativa Jan 07

PAF: Index Inclusions And Tailings Study Will Shape Balanced Forward Prospects

Analysts have increased their price target for Pan African Resources from £1.27 to £1.30, citing updated assumptions around revenue growth, profit margins and a slightly different forward P/E multiple in their models. What's in the News Pan African Resources PLC was added to the FTSE 250 Index, bringing the company into a widely tracked UK mid cap benchmark (Index Constituent Adds).
Artículo de análisis Dec 24

Pan African Resources (LON:PAF) Looks To Prolong Its Impressive Returns

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
Actualización de narrativa Dec 16

PAF: Future Cash Generation And Tailings Expansion Will Support Upside Prospects

Analysts have lifted their price target on Pan African Resources from 83 GBp to 112 GBp, reflecting greater confidence in the stock's fair value and slightly stronger expected profitability, despite only modest tweaks to growth and discount rate assumptions. Analyst Commentary Analyst sentiment around Pan African Resources is largely constructive, with the higher price target underpinned by improving fundamentals and a more supportive outlook for cash generation.
Actualización de narrativa Dec 02

PAF: Future Output Increases And Cost Controls Will Support Balanced Prospects

Analysts have increased their price target on Pan African Resources from £0.83 to £1.12, citing steady profit margins and marginally improved growth prospects as key factors behind the revision. Analyst Commentary Bullish Takeaways Bullish analysts highlight the upward revision in the price target as a reflection of improved long-term growth expectations for Pan African Resources.
Artículo de análisis Nov 27

Investors Appear Satisfied With Pan African Resources PLC's (LON:PAF) Prospects As Shares Rocket 25%

Pan African Resources PLC ( LON:PAF ) shares have continued their recent momentum with a 25% gain in the last month...
Artículo de análisis Nov 23

Pan African Resources' (LON:PAF) Upcoming Dividend Will Be Larger Than Last Year's

Pan African Resources PLC ( LON:PAF ) has announced that it will be increasing its dividend from last year's comparable...
Actualización de narrativa Nov 18

PAF: Future Output Gains And Fair Value Reflect Balanced Outlook

Narrative Update on Pan African Resources Analysts have raised their price target for Pan African Resources from £0.83 to £1.12, citing continued strong company performance and positive outlooks. Analyst Commentary Bullish Takeaways Bullish analysts highlight the upward revision in the price target as evidence of confidence in the company’s operational performance and execution.
Actualización de narrativa Nov 03

PAF: Record Gold Production Will Drive Increased Shareholder Value In 2025

Analysts have raised their price target for Pan African Resources from 95p to 101.25p. This change reflects higher projected revenue growth and profit margins, as well as adjustments to future valuation metrics.
Artículo de análisis Oct 27

Is Pan African Resources (LON:PAF) Using Too Much Debt?

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

Mintails And TCMG Projects Expected To Strengthen Gold Production And Diversify Operations

Analysts have raised their price target for Pan African Resources from £0.88 to £0.95, citing improved revenue growth and expectations for higher profit margins. Analyst Commentary Bullish Takeaways Bullish analysts have raised their price targets, which suggests increased confidence in the company’s future earnings and growth prospects.
Actualización de narrativa Oct 06

Mintails And TCMG Projects Expected To Strengthen Gold Production And Diversify Operations

Analysts have raised their price target for Pan African Resources from £0.75 to £0.88, citing stronger projected revenue growth, which outweighs modest increases in the discount rate and a shift in expected profit margins. What's in the News New production guidance for 2026 projects output of 130,000oz to 137,000oz in the first half, increasing to 145,000oz to 155,000oz in the second half, as a result of upgrades at MTR and growth at Tennant and Evander Mines (Corporate Guidance).
Actualización de narrativa Sep 21

Mintails And TCMG Projects Expected To Strengthen Gold Production And Diversify Operations

Despite sharply lower revenue growth forecasts, Pan African Resources’ consensus price target has increased, largely driven by a higher expected valuation multiple (Future P/E rising from 3.76x to 6.58x), resulting in the price target climbing from £0.662 to £0.752. What's in the News Issued FY26 production guidance: H1 between 130,000–137,000oz, H2 between 145,000–155,000oz, and full year 275,000–292,000oz, driven by contributions from new MTR and Tennant Mines operations.
Artículo de análisis Sep 19

Market Might Still Lack Some Conviction On Pan African Resources PLC (LON:PAF) Even After 35% Share Price Boost

Despite an already strong run, Pan African Resources PLC ( LON:PAF ) shares have been powering on, with a gain of 35...
Artículo de análisis Sep 09

Investors Met With Slowing Returns on Capital At Pan African Resources (LON:PAF)

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
Actualización de narrativa Sep 06

Mintails And TCMG Projects Expected To Strengthen Gold Production And Diversify Operations

Analysts have raised Pan African Resources’ price target to £0.662, reflecting stronger revenue growth forecasts and a lower future P/E, both indicating improved earnings expectations and valuation. What's in the News Pan African Resources commenced a share repurchase program, authorized to buy back up to 5% of issued share capital (111,734,375 shares), with Peel Hunt LLP appointed to execute purchases starting July 1, 2025.
Artículo de análisis Aug 05

Earnings Tell The Story For Pan African Resources PLC (LON:PAF)

Pan African Resources PLC's ( LON:PAF ) price-to-earnings (or "P/E") ratio of 18.8x might make it look like a sell...
Artículo de análisis Apr 24

We Think Pan African Resources (LON:PAF) Is Taking Some Risk With Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis Mar 30

Further Upside For Pan African Resources PLC (LON:PAF) Shares Could Introduce Price Risks After 27% Bounce

Pan African Resources PLC ( LON:PAF ) shareholders have had their patience rewarded with a 27% share price jump in the...
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Nueva narrativa Feb 09

Mintails Project And Renewable Energy Shift Will Improve Operational Efficiency

Strategic expansion in gold production capacity and reduced all-in sustaining costs are expected to enhance revenue growth and profitability.
Artículo de análisis Dec 17

Pan African Resources (LON:PAF) Could Become A Multi-Bagger

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...
Artículo de análisis Nov 14

Shareholders Will Probably Not Have Any Issues With Pan African Resources PLC's (LON:PAF) CEO Compensation

Key Insights Pan African Resources to hold its Annual General Meeting on 21st of November Total pay for CEO Cobus Loots...
Artículo de análisis Oct 29

Investors Continue Waiting On Sidelines For Pan African Resources PLC (LON:PAF)

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") above 17x, you may...
Artículo de análisis Oct 05

Does Pan African Resources (LON:PAF) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis Sep 09

Pan African Resources (LON:PAF) Could Become A Multi-Bagger

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...

Desglose de ingresos y gastos

Cómo gana y gasta dinero Pan African Resources. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

LSE:PAF Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Dec 25838241160
30 Sep 25689191160
30 Jun 25540142160
31 Mar 25456116110
31 Dec 243728750
30 Sep 243738350
30 Jun 243747950
31 Mar 243647650
31 Dec 233547350
30 Sep 233376750
30 Jun 233206150
31 Mar 233306070
31 Dec 2233958100
30 Sep 2235867100
30 Jun 2237675100
31 Mar 223787890
31 Dec 213798080
30 Sep 213747780
30 Jun 213697580
31 Mar 213476960
31 Dec 203256340
30 Sep 203005450
30 Jun 202744460
31 Mar 202644760
31 Dec 192535060
30 Sep 192354450
30 Jun 192183840
31 Dec 181801710
30 Sep 181621610
30 Jun 181461610
31 Mar 181133410
31 Dec 171154610
30 Sep 171405010
30 Jun 171625310
31 Dec 162143470
30 Sep 162163470
30 Jun 162133470
31 Mar 162283140
31 Dec 152182510
30 Sep 152182210

Ingresos de calidad: PAF tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio (28.8%) de PAF son superiores a los del año pasado (23.3%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: En los últimos 5 años, los beneficios de lPAF han crecido significativamente en un 21.8% al año.

Acelerando crecimiento: El crecimiento de los beneficios de PAF en el último año (178.4%) supera su media de 5 años (21.8% al año).

Beneficios vs. Industria: El crecimiento de los beneficios de PAF en el último año (178.4%) superó al de la industria Metals and Mining 70.5%.


Rentabilidad financiera

Alta ROE: La rentabilidad financiera (35.1%) de PAF se considera alta.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/30 19:53
Precio de las acciones al final del día2026/07/30 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

Pan African Resources PLC está cubierta por 18 analistas. 6 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
Herbert KharivheAbsa Bank Limited
William DalbyBerenberg
Richard HatchBerenberg