Exxaro Resources (EXX) Resumen de Acciones
Exxaro Resources Limited opera en los sectores del carbón, la inversión en mineral de hierro, la fabricación de pigmentos y las energías renovables en Sudáfrica, Europa, Australia y Asia. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 4/6 |
| Crecimiento futuro | 1/6 |
| Rendimiento pasado | 1/6 |
| Salud financiera | 6/6 |
| Dividendos | 4/6 |
EXX Community Fair Values
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Analyst Price Targets
Competidores de Exxaro Resources Limited
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | R213.91 |
| Máximo en las últimas 52 semanas | R227.95 |
| Mínimo de 52 semanas | R144.00 |
| Beta | 0.091 |
| Cambio en 1 mes | 2.40% |
| Variación en 3 meses | 8.14% |
| Cambio de 1 año | 45.81% |
| Variación en 3 años | 31.22% |
| Variación en 5 años | 33.74% |
| Variación desde la OPV | 642.74% |
Noticias y actualizaciones recientes
Actualización de narrativa • May 19
EXX: Steady Outlook Will Highlight Proposed ZAR10 Final Dividend As Key Upside Driver
Analysts have kept their ZAR price target for Exxaro Resources broadly steady around ZAR256.40, with minor tweaks to inputs such as the discount rate and assumed future P/E, indicating only a small refinement to their valuation approach rather than a material shift in outlook. What's in the News The board plans to meet on March 17, 2026, to consider and approve a proposed gross final dividend of ZAR 10.00 per share for Exxaro Resources Limited (Key Developments).Actualización de narrativa • May 03
EXX: Stable Outlook Will Highlight Proposed ZAR10 Final Dividend As Key Upside Catalyst
Analysts have kept their ZAR256.40 price target for Exxaro Resources unchanged, citing steady assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the basis for maintaining their view. What's in the News A board meeting is scheduled for 17 March 2026 to consider and approve a proposed gross final dividend of 1,000 cents per share for Exxaro Resources Limited (Key Developments).Actualización de narrativa • Apr 19
EXX: Higher Fair Value Will Reflect Pending ZAR10 Dividend Decision
Analysts now place Exxaro Resources' fair value at ZAR256.40, up from ZAR218.20, reflecting updated views on slightly higher long term revenue growth, profit margins, and a revised future P/E assumption. What's in the News A board meeting is scheduled for March 17, 2026, with an agenda item to approve a proposed gross final dividend of ZAR10.00 per share (Key Developments).Recent updates
Actualización de narrativa • May 19
EXX: Steady Outlook Will Highlight Proposed ZAR10 Final Dividend As Key Upside Driver
Analysts have kept their ZAR price target for Exxaro Resources broadly steady around ZAR256.40, with minor tweaks to inputs such as the discount rate and assumed future P/E, indicating only a small refinement to their valuation approach rather than a material shift in outlook. What's in the News The board plans to meet on March 17, 2026, to consider and approve a proposed gross final dividend of ZAR 10.00 per share for Exxaro Resources Limited (Key Developments).Actualización de narrativa • May 03
EXX: Stable Outlook Will Highlight Proposed ZAR10 Final Dividend As Key Upside Catalyst
Analysts have kept their ZAR256.40 price target for Exxaro Resources unchanged, citing steady assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the basis for maintaining their view. What's in the News A board meeting is scheduled for 17 March 2026 to consider and approve a proposed gross final dividend of 1,000 cents per share for Exxaro Resources Limited (Key Developments).Actualización de narrativa • Apr 19
EXX: Higher Fair Value Will Reflect Pending ZAR10 Dividend Decision
Analysts now place Exxaro Resources' fair value at ZAR256.40, up from ZAR218.20, reflecting updated views on slightly higher long term revenue growth, profit margins, and a revised future P/E assumption. What's in the News A board meeting is scheduled for March 17, 2026, with an agenda item to approve a proposed gross final dividend of ZAR10.00 per share (Key Developments).
Actualización de narrativa • Apr 05
EXX: Higher Future P E And Dividend Outlook Will Support Upside
Analysts have raised their price target for Exxaro Resources from ZAR240.00 to ZAR260.00, citing updated assumptions that include adjusted revenue growth, profit margin and future P/E expectations. What's in the News A board meeting is scheduled for March 17, 2026, to consider the approval of a gross final dividend of ZAR 10.00 per share (Key Developments).Actualización de narrativa • Mar 21
EXX: Fair Value Will Reflect Higher Revenue Outlook And Pending Dividend Decision
Analysts have nudged their ZAR fair value estimate for Exxaro Resources slightly higher from ZAR215.67 to ZAR218.20, reflecting updated assumptions around revenue growth, profit margins and a lower forward P/E multiple. What's in the News A board meeting is scheduled for Mar 17, 2026, to consider approval of a gross final dividend of ZAR10.00 per share.
Actualización de narrativa • Mar 07
EXX: Higher Margin Assumptions Will Likely Offset Lower Future P/E Multiple
Analysts have lifted their ZAR fair value estimate for Exxaro Resources from ZAR149.44 to ZAR195.00, citing updated assumptions for revenue growth, profit margins and a lower forward P/E as key drivers of the higher price target. Valuation Changes Fair Value: ZAR149.44 updated to ZAR195.00, reflecting a higher assessed valuation for Exxaro Resources.Actualización de narrativa • Feb 21
EXX: Higher P/E Assumptions Will Support Value Despite Lower Production Guidance
Analysts have inched up their ZAR 215.66 price target on Exxaro Resources to about ZAR 215.67, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E as the key drivers behind the recalibration. What's in the News Exxaro Resources issued revised production guidance for fiscal year 2025, now expecting total production of 39,577,000 tonnes compared with previous guidance of 41,204,000 tonnes (Key Developments).Actualización de narrativa • Feb 07
EXX: Steady Fair Value And Lower Discount Rate Will Support Upside
Analysts have kept their fair value estimate for Exxaro Resources steady at R240.00, citing only modest tweaks to inputs such as a slightly lower discount rate, broadly similar revenue growth and profit margin assumptions, and a small adjustment to the future P/E multiple as the basis for this unchanged price target. What's in the News Exxaro Resources issued revised production guidance for fiscal 2025, with total production now expected at 39,577,000 tonnes, compared with previous guidance of 41,204,000 tonnes (Key Developments).Actualización de narrativa • Jan 23
EXX: Higher Margin Outlook Will Support A More Attractive Future P/E
Analysts have kept their fair value estimate for Exxaro Resources steady at R240.00, with the shift in assumptions, including slightly lower revenue growth and a higher profit margin alongside a reduced future P/E, used to fine tune rather than change their overall price target view. What's in the News Exxaro Resources issued revised production guidance for fiscal 2025, now expecting total production of 39,577,000 tonnes, compared with previous guidance of 41,204,000 tonnes (Key Developments).Artículo de análisis • Jan 12
There's No Escaping Exxaro Resources Limited's (JSE:EXX) Muted Earnings
Exxaro Resources Limited's ( JSE:EXX ) price-to-earnings (or "P/E") ratio of 5.5x might make it look like a buy right...Actualización de narrativa • Jan 09
EXX: Higher Margin Outlook Will Offset Revised Production Guidance
Analysts have lifted their price target on Exxaro Resources from R201.01 to R215.66, citing updated assumptions for revenue growth, profit margins, a slightly lower discount rate and a modestly lower future P/E multiple. What's in the News Exxaro Resources issued revised production guidance for fiscal 2025, now expecting total production of 39,577,000 tonnes, compared with previous guidance of 41,204,000 tonnes (Key Developments).Actualización de narrativa • Dec 26
EXX: Faster Revenue Outlook Will Support Higher Future Earnings Multiple
Analysts have raised their price target for Exxaro Resources from R230.00 to R240.00, citing expectations of faster revenue growth and a slightly lower discount rate that more than offset reduced margin and a higher assumed future P/E multiple. What's in the News Revised 2025 production guidance: Exxaro now expects total output of 39,577,000 tonnes versus the previous 41,204,000 tonnes, signaling a more conservative volume outlook (company guidance) Valuation Changes Fair Value Estimate: Increased slightly from ZAR 230.00 to ZAR 240.00 per share.Actualización de narrativa • Dec 12
EXX: Future Profit Margin Pressure Will Likely Weigh On Share Price
Analysts have slightly lowered their price target for Exxaro Resources from R150.02 to R149.44. This reflects expectations of stronger revenue growth, somewhat lower profit margins, and a modestly higher future price to earnings multiple.Artículo de análisis • Nov 11
Exxaro Resources (JSE:EXX) Could Easily Take On More 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 • Sep 18
Exxaro Resources (JSE:EXX) Is Due To Pay A Dividend Of ZAR8.43
Exxaro Resources Limited's ( JSE:EXX ) investors are due to receive a payment of ZAR8.43 per share on 6th of October...Actualización de narrativa • Aug 27
Lephalale Solar Project Will Reduce Emissions And Operational Costs, But Internal Challenges May Affect Performance
Despite a notable reduction in consensus revenue growth forecasts, Exxaro Resources’ price target has been raised modestly to ZAR201.01, likely reflecting unchanged profitability margins. What's in the News Board approved a gross interim dividend of 843 cents per share.Artículo de análisis • Aug 24
Exxaro Resources (JSE:EXX) Will Pay A Dividend Of ZAR8.43
Exxaro Resources Limited's ( JSE:EXX ) investors are due to receive a payment of ZAR8.43 per share on 6th of October...Artículo de análisis • Aug 22
Benign Growth For Exxaro Resources Limited (JSE:EXX) Underpins Its Share Price
With a price-to-earnings (or "P/E") ratio of 5.6x Exxaro Resources Limited ( JSE:EXX ) may be sending bullish signals...Artículo de análisis • Jul 15
Exxaro Resources' (JSE:EXX) Returns On Capital Are Heading Higher
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Artículo de análisis • May 07
Improved Earnings Required Before Exxaro Resources Limited (JSE:EXX) Shares Find Their Feet
With a price-to-earnings (or "P/E") ratio of 4.7x Exxaro Resources Limited ( JSE:EXX ) may be sending bullish signals...Artículo de análisis • Apr 08
Returns On Capital Are Showing Encouraging Signs At Exxaro Resources (JSE:EXX)
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Nueva narrativa • Mar 16
Lephalale Solar Project Will Reduce Emissions And Operational Costs, But Internal Challenges May Affect Performance
Exxaro's advancements in coal exports, efficiency, and cost management are expected to boost revenue and net margins by accessing more markets and optimizing production.Artículo de análisis • Jan 08
Returns At Exxaro Resources (JSE:EXX) Appear To Be Weighed Down
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...Artículo de análisis • Dec 12
Exxaro Resources (JSE:EXX) Has A Pretty Healthy Balance Sheet
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Artículo de análisis • Nov 21
Exxaro Resources Limited (JSE:EXX) Looks Inexpensive But Perhaps Not Attractive Enough
Exxaro Resources Limited's ( JSE:EXX ) price-to-earnings (or "P/E") ratio of 4.5x might make it look like a strong buy...Artículo de análisis • Sep 18
Exxaro Resources (JSE:EXX) Has More To Do To Multiply In Value Going Forward
There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...Artículo de análisis • Aug 23
Exxaro Resources' (JSE:EXX) Sluggish Earnings Might Be Just The Beginning Of Its Problems
Investors were disappointed by Exxaro Resources Limited's ( JSE:EXX ) latest earnings release. We did some further...Artículo de análisis • Aug 04
Lacklustre Performance Is Driving Exxaro Resources Limited's (JSE:EXX) Low P/E
When close to half the companies in South Africa have price-to-earnings ratios (or "P/E's") above 10x, you may consider...Artículo de análisis • Apr 10
Investors Aren't Buying Exxaro Resources Limited's (JSE:EXX) Earnings
Exxaro Resources Limited's ( JSE:EXX ) price-to-earnings (or "P/E") ratio of 3.8x might make it look like a strong buy...Artículo de análisis • Mar 15
We Think Exxaro Resources (JSE:EXX) Can Stay On Top Of Its Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Artículo de análisis • Jan 17
Exxaro Resources (JSE:EXX) Is Looking To Continue Growing Its Returns On Capital
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Artículo de análisis • Dec 24
Exxaro Resources Limited's (JSE:EXX) Earnings Are Not Doing Enough For Some Investors
Exxaro Resources Limited's ( JSE:EXX ) price-to-earnings (or "P/E") ratio of 4.2x might make it look like a strong buy...Artículo de análisis • Oct 10
Exxaro Resources (JSE:EXX) Is Looking To Continue Growing Its Returns On Capital
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Artículo de análisis • Sep 14
Exxaro Resources (JSE:EXX) Has A Pretty 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 • Jun 17
Exxaro Resources (JSE:EXX) Is Very Good At Capital Allocation
If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...Artículo de análisis • May 30
Exxaro Resources (JSE:EXX) Seems To Use Debt Rather Sparingly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Artículo de análisis • Apr 03
The Market Doesn't Like What It Sees From Exxaro Resources Limited's (JSE:EXX) Earnings Yet
When close to half the companies in South Africa have price-to-earnings ratios (or "P/E's") above 9x, you may consider...Artículo de análisis • Mar 19
Exxaro Resources Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Exxaro Resources Limited ( JSE:EXX ) missed earnings with its latest yearly results, disappointing overly-optimistic...Rentabilidad de los accionistas
| EXX | ZA Oil and Gas | Mercado ZA | |
|---|---|---|---|
| 7D | 3.3% | 0.3% | 1.4% |
| 1Y | 45.8% | 69.5% | 18.3% |
Rentabilidad vs. Industria: Los resultados de EXX fueron inferiores a los de la industria ZA Oil and Gas, que obtuvo un rendimiento del 69.5% el año pasado.
Rentabilidad vs. Mercado: EXX superó al mercado ZA, que obtuvo un rendimiento del 18.3% el año pasado.
Volatilidad de los precios
| EXX volatility | |
|---|---|
| EXX Average Weekly Movement | 3.8% |
| Oil and Gas Industry Average Movement | 5.4% |
| Market Average Movement | 5.0% |
| 10% most volatile stocks in ZA Market | 10.7% |
| 10% least volatile stocks in ZA Market | 3.3% |
Precio estable de las acciones: EXX no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado ZA.
Volatilidad a lo largo del tiempo: La volatilidad semanal de EXX (4%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2000 | n/a | Ben Magara | www.exxaro.com |
Exxaro Resources Limited opera en los sectores del carbón, la inversión en mineral de hierro, la fabricación de pigmentos y las energías renovables en Sudáfrica, Europa, Australia y Asia. La empresa produce carbón térmico, carbón metalúrgico y productos de carbón de coque semiblandos principalmente en las regiones de Waterberg y Mpumalanga; ofrece ferrosilicio atomizado por gas para su uso en plantas de separación, así como mineral de hierro; y explota dos parques eólicos. La empresa era conocida anteriormente como Kumba Resources Limited y cambió su nombre por el de Exxaro Resources Limited en noviembre de 2006.
Resumen de fundamentos de Exxaro Resources Limited
| Estadísticas fundamentales de EXX | |
|---|---|
| Capitalización bursátil | R50.09b |
| Beneficios(TTM) | R7.56b |
| Ingresos (TTM) | R41.77b |
6.6x
Ratio precio-beneficio (PE)1.2x
Ratio precio-ventas (PS)¿Está EXX sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de EXX | |
|---|---|
| Ingresos | R41.77b |
| Coste de los ingresos | R17.89b |
| Beneficio bruto | R23.89b |
| Otros gastos | R16.32b |
| Beneficios | R7.56b |
Últimos beneficios comunicados
Dec 31, 2025
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 32.30 |
| Margen bruto | 57.18% |
| Margen de beneficio neto | 18.11% |
| Ratio deuda/patrimonio | 17.6% |
¿Cómo se ha desempeñado EXX a largo plazo?
Ver rendimiento histórico y comparativaDividendos
8.6%
Rentabilidad actual por dividendo58%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/28 06:53 |
| Precio de las acciones al final del día | 2026/05/27 00:00 |
| Beneficios | 2025/12/31 |
| Ingresos anuales | 2025/12/31 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* 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
Exxaro Resources Limited está cubierta por 14 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.
| Analista | Institución |
|---|---|
| Mpumelelo Mthembu | Absa Bank Limited |
| Wade Napier | Avior Capital Markets |
| Caroline Learmonth | Barclays |